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Recently I was presented with a fun challenge: one of our Marketing Managers wanted to host a workshop series, and, during campaign planning, we discussed the possibility of using a single form where leads could choose one or more sessions. Having never had the chance to set something up like this, ...
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...
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...
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 ...
@Ather01 I saw this presented at a recent conference I was at and seeing this post now reminded me to ask - will there be the same option available for MS Dynamics integrations? This is a great addition for more/additional information on CRM sync so hoping we get to use it as well!
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...
@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...