Level 2
Joined the community 09-08-2016
Level 2
Chicago, IL
Director, Marketing Operations
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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, ensu...
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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 -Constr...
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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...
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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: [b...
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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 concatenate...
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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. Ca...
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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...
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We use Marketo Sales Insights connected with our SFDC to show additional information about each new lead. Example information: Points history, how the lead received the points, web...
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