Level 3
Joined the community 14-07-2020
Level 3
Toronto
Marketing Automation & CRM experts
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Hi Nicholas, If you're using Salesforce, I would guess that's a big part of the error. For example, if you're trying to merge a Marketo lead that's tied to a Salesforce Lead/Contac...
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Hi Zoheb,There are a few things you can do here, although it may be easier to handle some of these in Salesforce. Lead Alerts the simplest solution here is to useSales Insight ...
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Have you considered using the "Member of Engagement Program" filter with some additional constraints?I think this filter accomplishes what you're trying to do with your custom "Nur...
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Hi Kevin, I think you should be able to accomplish this using a Not Lead was Created filter plus a Filled out Form filter. The filters should use OR logic. The Not Lead was Cre...
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Hi Anil,I would recommend looking into implementing a Center of Excellence (CoE). You could create a workspace specifically forcloning programs. Additionally, you could update the ...
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Hi Tammy,You could try exporting all of your lead data for behavior, demographic, and person scores. Update Person Score in your spreadsheet so that it is equal to the sum of the b...
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So, we tested this and you canset up a default program to resend the same email. Using wait steps, you can have a 30 day gap in between each email send.However, there are several t...
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Hi Jon,Since your foreach variable is $session, could you try changing #if( $lead.recommendedSession.contains($allSessions.sessionKey)) to #if( $lead.recommendedSession.contains($s...
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A Salesforce-based solution to this would be to add a formula field on the contact object that is set to true when the contact's account has an opportunity associated with it. The ...
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Hi Jay,If you are concerned about the limit, Marketo support can expand it for you. For cleaning up the data, I would suggest using the REST API to backup your data and delete Cust...
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