Trevor_Parsell

Hey Kari,Once you build and approve your segmentation in the lead database, you should be able to create dynamic content on your guided landing page.1. Create and approve your segmentation here:2. On your landing page, drag the content area you would like to make dynamic from the "Static" section to...

I would agree. If the Universal ID has been enabled for both instances then this message shouldn't show up.

Hey Dan,Yes, it required some trial and error to figure this out. Once support confirms it is ready, you can go into your sandbox account and invite the email you use for the production account to the sandbox (or visa-versa). You do this the same way you would invite any new user to the instance, th...

Hey Ashok,No, I did not set up SSO. I just reached out to Marketo and asked them to enable Universal ID for us. Once enabled, I was able to invite the same email address to all of our instances and once logged switch between the instances with a drop-down in the top left corner of the page:Thanks!

Hey Jennifer,Yes, you should be able to do that with an alert if you include tokens within the alert email. Here is an example of what the alert text would need to look like:The following lead appears interested based on recent Marketing activity:Name: {{lead.First Name:default=}} {{lead.Last Name:d...

Hey Sagorika,I think the first step will be to start using the SFDC campaign sync​. This will allow you to match all your Marketo programs with campaigns in Salesforce. You can then report on ROI of campaigns and channels. You will also be able to see how many opportunities were influenced by progra...

Hey Bryan,Yes, you can set up a universal login and switch from instance to instance once you are logged in. Here is the documentation:Using a Universal ID for Subscription Login - Marketo Docs - Product Documentation You will have to reach out to Marketo first and have them "turn on" the ability fo...

Hey Danielle,We build landing pages on behalf of client and usually finalize and approve the landing page and share the actual link with the client.We do not use the preview link and just make sure nothing is driving to the page from an external source.Thanks!Trevor

I'm interested!