JessicaMeyers

Workspaces & Partitions are a complicated topic and I know there are a LOT of posts on them on the community. Here are my two cents. I am of the school of thought that you should have the fewest number of W&P you can manage from a data architecture and privacy standpoint. WS add complexity to the go...

Hey Mark, The docs article you linked is looking at the "engagement score" as it relates to an engagement program. The Individual engagement score within Marketo Sales Insight is a combination of Priority & Urgency, which are explained here. In short - two different engagement scores, for two differ...

Hey Natalie, I think there is a ton of value in a well built custom template! I've personally not had a ton of luck with the out-of-the-box templates offered, but they can be an ok starting point if needed. Some of my favorite options, (there are tons out there). https://knak.com/ digitalpi.com/prod...

You can add new emails to the nurture program once the program is activated, it is important to note that the person receives the top most piece of content they haven't yet gotten in the nurture program!Meaning - where you add the email really really matters, if you add it to the top - everyone will...

As Sanford said, natively no you can't pull "score changed by 40 points" If you have Sales Insight deployed, you might look at something with priority and urgency? You can customize the relative bands, so while you can't specifically give sales and indication of "this person changed +40 this week" ...

Hey Kyla, Without knowing all the details, my general advice is any stage you would like to report on differently or treat differently from a Marketing perspective, should be its own stage. An example of this in reality: Company X has 5 opportunity stages, Marketing is involved in communicating to ...

Do you currently have a "one to one" sync between Marketo and Salesforce? If yes: 1. Yes the records will re-sync from Salesforce during the next sync cycle.2. If you need them not to sync you need what is called a "sync filter" essentially it is a field in salesforce that says "yes send this record...

Always check your "qualification rules" (once vs every time vs ever X days) Remember that double triggers are ALWAYS "Ors" Use "add choices" to get super custom, but remember that the first matching choice applies! ALWAYS Test 🙂

Have you looked into any of the bounce details for the records getting soft bounces? You would navigate to the bounce activity in the lead activity history and see what the cause is. I then find it helpful to see if there are trends (eg the same bounce details for a domain, or specific email). Exam...

Hey ashley, In this case you want to divide 50/50. If you set it to 50% champion, and 50% challenger - in a group of 10 people, 5 would receive the "champion" and 5 the "challenger. Hope that helps!