michellechopin

michellechopin

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Date Last Visited
‎11-20-2025 09:11 AM
Level 8 - Community Advisor
Joined the community 16-09-2020
Rank Icon Level 8 - Community Advisor
Senior Marketing Automation Specialist
Seattle, Washington
  • How to Set Up a Webinar Series with a Single, Multi-Select Marketo For...

    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, ...

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    Blogs
    2055 4 4
  • Re: Quickly test Marketo nurture stream

    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...

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    Discussions
    2541 0 0
  • solved badge Re: Retargeting emails from webpage visit

    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...

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    Discussions
    1703 0 0
  • Re: Quickly test Marketo nurture stream

    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...

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    Discussions
    2619 0 4
  • Re: Marketo not sending drafts

    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...

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    Discussions
    2012 1 5
  • 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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    Discussions
    1774 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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    Discussions
    2683 0 7
  • Re: New Feature To Be Released – CRM Synch Stats Dashboard

    @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!

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    Blogs
    2437 1 0
  • 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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    Discussions
    656 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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    Discussions
    1414 0 0
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Public Statistics
Date Registered ‎09-16-2020 02:25 PM
Date Last Visited ‎11-20-2025 09:11 AM
Total Messages Posted 227
Likes Received 106