michellechopin

michellechopin

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Date Last Visited
4 weeks ago
Level 8 - Community Advisor
Joined the community 16-09-2020
Rank Icon Level 8 - Community Advisor
Senior Marketing Automation Specialist
Seattle, Washington
  • solved badge Re: Retargeting emails from webpage visit

    Hi @angelavt, In addition to @SanfordWhiteman's detailed answer, here's more information about Known records/people in Marketo: Known PersonAny person data in the Marketo database is considered known person data. There are a variety of ways for someone to enter your database, including: CRM sync, fi...

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    1715 1 2
  • Re: Quickly test Marketo nurture stream

    Hi @tarumatu! Because Marketo doesn't have a testing scenario built in that allows you to test non-nurture emails the way you would a nurture stream, I have two suggestions for you:Still set this up as an engagement program - you can use a single stream per choice (no need to worry about transition ...

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    2620 0 7
  • MS Dynamics Sync Error - Unable To Get Complete List

    Happy October, Community! We use Dynamics 365 as our CRM and Marketo provides us with updates on leads that have failed to sync - nearly always due to duplicates. When there's one or two emails, they're visible in the notification; when there's more than five, there's a link to a list of all the im...

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    646 1 0
  • solved badge Re: Multi-Webinar Series Program/Campaign Flow

    @SanfordWhiteman - I KNEW it would be something simple and I appreciate you spotting that (this is a prime example of "I've been looking at this too long and have gone "blind" to it"). Thank you! I've adjusted the stored values to the more common format you listed - YYYY-MM-DD - so that it's easier...

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    1387 0 0
  • solved badge Multi-Webinar Series Program/Campaign Flow

    Happy Friday, Community! I know there have been a LOT of questions about setting up webinar programs where people can register for multiple different sessions at once, and I've used many of them to set up my current program. However, despite accommodating for the things that were preventing the prog...

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    1512 0 2
  • solved badge Re: Conversational Flows/Forms - Setup Assistance

    Thanks so much for the clarification, @JohnDictson! I had a feeling all of that was the case but always err on the side of asking vs assuming. I'll get our sync going overnight and share the JS code for Dynamic Chat to get that added - turns out we have interest in using some simpler Dynamic Chat fu...

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    2402 0 0
  • solved badge Conversational Flows/Forms - Setup Assistance

    Hi Community Friends! I'm setting up Dynamic Chat with Conversational Flows and will ONLY be using the latter to start with. All of the product documentation seems to lead with the Dynamic Chat setup, and I can't find anything specific or related to the setup for Conversational Flows so wanted to a...

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    2451 0 2
  • solved badge Re: Custom Activity Field Types - Missing Options?

    Ah gotcha - glad it's not something broken on my end 😋 Our team uses Bit.ly which also integrates with Oktopost - I'm going to confirm that those links will be added to Marketo in Bit.ly format; if not, I'll connect with their integration specialist to see how we can use two fields to accommodate t...

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    2537 1 0
  • solved badge Re: Custom Activity Field Types - Missing Options?

    Appreciate the quick reply @SanfordWhiteman! I'm setting up these Custom Activities for an Oktopost integration and that field will be used to capture Post URLs from social media networks - I'm not sure if it's likely to go beyond 255 characters but we'll be doing some testing once I'm finished so ...

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    2548 0 2
  • solved badge Custom Activity Field Types - Missing Options?

    Hello my lovely Community! I'm currently setting up some Custom Activities for the first time (I love an opportunity to learn something new in Marketo!) and one of the fields I need to add on several of the activities is a URL capture. There is no URL field type in the options: Of course, I dived ri...

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    2578 0 4

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Public Statistics
Date Registered ‎09-16-2020 02:25 PM
Date Last Visited 4 weeks ago
Total Messages Posted 227
Likes Received 106