Trevor_Parsell

Hey Nicole,I am not sure of a good way to do this in Marketo alone but we have used Calendly in the past to do something similar. You can embed Calendly code on your landing page and allow people to pick a time-slot for each rep. This may or may not work for you, but is a potential solution dependin...

Thanks, Josh and Nicholas!So it sounds like there isn't a clear way to do WhatsApp or Facebook message sends from Marketo without some major customization. If anyone has experience using Zapier (or another tool) to send Whatapp/Facebook messages please let me know.Thanks!

Hey Robert,If I am correctly understanding what you are saying, that just isn't the case in my experience. If the filter is Job title contains "Senior marketing operations manager", you will only get a match for people who have a job title that contains Senior marketing operations manager. It will n...

Hey Tim,I'm thinking a workaround would be to create a new field in Salesforce that will sync to Marketo and mirror the functionality of the "SFDC Type" but will be available in segmentation smart lists.You could have a "Newsletter Eligible" field that gets marked as true when SFDC type changes to "...

Hey Robert,My guess is that some of the 1,000+ values are pulling in things that are unexpected and should not be included in a contains filter. For example, I have tried filtering for job titles that contain CRO (for Chief Revenue Officer) and received job titles like "Microsoft Architect" and "Cro...

ok, great! I didn't realize that it should be "true" instead of "TRUE" so that is good to know for future reference.Thanks!

Hey Robert,I agree with Dan and have tested this extensively.If you use a filter like the one below, you will only get values that contain "Acme Pharmaceuticals" or "Smith Pharmaceuticals". If you are using a filter like this and getting results like "Acme Manufacturing", there must be a different f...

Hey Jennifer,What is happening during your test when you submit the form? And do you have one of the 8 "Region" values marked as "True" on your test record? Are your other values (like first name and last name) being auto-filled? This method should work but may not be best for your situation since t...