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Friday Question # 3 (and I promise I'm done, I think 😋). There have been rumblings of our CMO wanting to "get rid of Leads" and use Contact records for everything (something about wanting everything as the same entity for better lifecycle management/understanding/reporting - I'm not entirely sure o...
Friday Question #2 - possibly related to my first question about RCM & Success Path Analyzer. When searching for Opportunities in the Opportunity Influence Analyzer (I'm setting up a few reports to show leadership as examples of how helpful this report can be in showing Marketing influence on Closed...
Happy Friday, Community! It's been a while since I've asked a Friday question and today I have a few (will separate by post). I never realized that my instance could use/had access to RCM and Success Path Analyzer (I checked it out thanks to the awesome Marketo & Mochas: 5 Marketo Features to Know ...
In addition to the guidance provided by others, once you make the change to either your snippet or template, you have to do one of two things (depending on what you change): Snippet: You will have to go through the emails that need to have the updated snippet and replace the prior/old module in your...
@Chanel2702 Are you viewing these submissions as spam/junk or is it purely that the language being used is from a lead that you don't want in your CRM purely because it's regionally inaccurate? As @Miray noted, are you asking for country information on your forms? Or are you using Inferred Country? ...
@nishanth27 If it helps, here's a great flow diagram our consulting agency shared when we were updating our Marketo instance and connecting it to a new MS Dynamics instance: I find it really useful in explaining how the sync works and in which direction should anyone have questions, so I hope it's u...
Hey @tarumatu, Catching up on your messages, I wanted to address each one at a time:That's great that the change to using a single program to manage the welcome email and the related follow-up emails is working out 😀For the repeated survey choices, check the Smart Campaign Settings (under the Sched...
I appreciate those specific details, @SanfordWhiteman - your expertise is always admirable 🙌 I think those are important definitions, ones that I will also now use when explaining to folks how Known People are comprised in/by Marketo - we tend to run into the issue with people not understanding why...
Hi @tarumatu, I've broken down your questions/comments into three points so I can answer better, and ask clarifying questions to better direct you:If using a single Engagement Program with five streams (one for each of your topics), you would include the three emails per topic in each stream. With a...
A few suggestions, most of which potentially only provide inside for not receiving emails to your corporate inbox: Check your "from email" - I was recently testing something in email body content so I hadn't updated the From Email in the settings. Our instance has a default From Email address that i...