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@Sreekanth_Reddy - I appreciate your quick replies! I have two follow-ups for you: 1. Your screenshots above mention locking content, either partially or fully - I don't have that option in my editor. Is this something that needs to be turned on or is it being rolled out gradually?:>> We enabled it ...
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 ...
@Sreekanth_Reddy As I'm getting into the new editor, I have a few notes: Your screenshots above mention locking content, either partially or fully - I don't have that option in my editor. Is this something that needs to be turned on or is it being rolled out gradually?:When choosing to update an ima...
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...
@SanfordWhiteman and @Kaitlyn_Simko - appreciate that extra suggestion/insight! For context, this was the way I set things up based on the resources I referenced and we didn't use a webinar integration here (the workshops were hosted on Teams so no unique URLs were generated), but the use of executa...
This is such a great overview, @Sreekanth_Reddy! Having only seen the odd screenshot from Summit earlier this year, it's awesome to see more of the tool in play. A couple of questions:We use existing templates for our emails; is it safe to assume that they won't work in the new editor?If so, do we n...
@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...