Danielle_Wong

Danielle_Wong

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Date Last Visited
‎09-03-2025 08:43 AM
Level 8 - Community Advisor
Joined the community 01-02-2016
Rank Icon Level 8 - Community Advisor
Holmdel, NJ
  • solved badge Re: Smart list question

    If you're looking for records that are created in Marketo from CRM sync, you can look at Original Source Type and Info. It should list your CRM in the Original Source Type drop down when you build the smart list.

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  • solved badge Re: [Coffee Break] TODAY, 9:00-10:30am PST; Engagement Map - featuring...

    To go along the lines of this idea, version history would be good and an audit log where I can see all the changes done to the smart list or flow steps would be helpful especially when there are multiple team members working on it.

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    3350 0 2
  • solved badge Re: [Coffee Break] TODAY, 9:00-10:30am PST; Engagement Map - featuring...

    When i export a smart campaign engagement map, there are flow steps that are cut off and end with "..." without showing the full asset name, and also "and 1 more attribute" is shown. I would want this to be shown in an export, otherwise the map is incomplete to my stakeholders.

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    3673 1 1
  • solved badge Re: [Coffee Break] TODAY, 9:00-10:30am PST; Engagement Map - featuring...

    @AjayS @Darshil_Shah1 Will there be a way to export the engagement map while showing all the details of the smart list and flow steps?

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    3718 0 3
  • solved badge Updating Nurture Email HTML due to Rebrand

    I have updated rebranded email templates. I plan to create new email assets using the new email templates. Then copy all the HTML and paste it into the current nurture email assets. Does anyone know if this will still make the email appear to be "new" to those in the nurture? I don't want people to ...

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    880 0 1
  • solved badge Re: How to force the sync of all account (company) data from MSD

    I just dealt with this same EXACT issue and in the same time frame as you. We only just figured out the solution that you found. That the contact record itself has to be re-synced. Were you able to figure out the cause of this sync outage? Because it seems the syncing of the accounts on new records ...

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    1846 0 0
  • solved badge Re: True Create Date field?

    I had a similar thought, Darshil. However, my marketo contact suggested a custom field. Which I didn't give a ton of thought about yet because that's not the ideal path I want to take. If you needed to report on new leads in each of your segmentations, how would you go about it? Do you use Created D...

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  • solved badge Re: True Create Date field?

    It seems that with Dynamics and Automerge in Marketo, the created date is going to be an unreliable source of data to determine who is a new lead. Is the only solution to create a custom field for an actual created date? Just want to make sure I am thinking all of my options through. How are other D...

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    2991 0 2
  • Anyone get Gmail's Product Carousel to work?

    I placed the code and modified it based on the documentation here. However, when I test it in gmail, the product carousel does not appear. I'm curious if anyone tried it and witness it work in Marketo emails.

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    2040 0 2
  • solved badge Re: True Create Date field?

    Thanks for testing this out. I connected with Marketo and they did tell me this is expected behavior due to the way the winning records are determined.

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Public Statistics
Date Registered ‎02-01-2016 10:09 AM
Date Last Visited ‎09-03-2025 08:43 AM
Total Messages Posted 425
Likes Received 58