Jazmine_Moore

If you have a 1:1 bi-directional Marketo + SFDC sync, and all of the records are already in both systems, then you could:1. Retrieve the recipient lists from the stakeholders, ensuring that the email addresses are included.2. Consolidate the lists into 1 single Excel CSV. The minimum required colum...

This can be done in a flow step listening for the specific action. Example: Smart List Filter- Clicks Link in Email -Email is [1 or many emails within a category], or -Constraint - Link contains [xxxx] Flow Steps- Change Data Value -Attribute: [custom field] New Value: [intellectual prop...

Hi Soledad. I use the field "SFDC Type". If a person has synced to Salesforce, their SFDC Type would be Lead or Contact (in my instance). So to pull a smart list of people who have not synced to SFDC, my filter would be SFDC Type "IS EMPTY".

Hi Ranae,Try two filters: Filled Out Form and Visited Web Page.Filled Out Form:Form Name is:Web Page is: [landing page]andVisited Web PageWeb Page is: [landing page]Referrer is: [blog post]

I would create a new custom field, as Balkar said, named something like "Notes Temp" (Text type). Import new notes into "Notes Temp" and then have a smart campaign that concatenates the "Notes Temp" and "Notes" together.Smart list:Trigger - Person is createdTrigger - Data Value Change > Attribute =...

Hello Janet Dulsky ,I have received my MCE Certification: Marketo Certified Expert 2017 on Sun May 14 15:47:46 MST 2017. This is under a different email than my profile however. Can you please add the certification level to my profile?Thanks,

I wasn't aware that this didn't require a sign in. Our sales reps do not have access to Marketo, so if there is a way to send it without them needing an account, I think that would be best.