Heather_DeGrave

When you use the Previous Recipient drop down, it shows all that have been sent samples previously.

Thank you @Floyd_Alvares2 !I think the plan would be to stop adding new people into the stream before we start the instance copy to allow for everyone currently in a stream to be exhausted. Any new people would be added to the current stream as Paused so that we can identify them when we are ready t...

@Floyd_Alvares2 Would it work to let all current members exhaust the current content and adding new members to the program as "paused"? When we move to the new instance, all leads with "normal" status start in steam 2 with all of the new content, while anyone "paused" is added to stream 1 with all c...

Thank you both @Katja_Keesom and @Floyd_Alvares2 ,My understanding of this suggestion is that we move each individual email within an engagement stream to its own default program within the stream. Then when we move all leads over to the new instance, we would need to mark each individual person to ...

Hi @Amy_Goldfine We are using mostly emails within the streams. We do have 1 case of a nested program because the email within it is used in more than 1 program. Heather

Hi Jo, We are switching from Sales Force to Microsoft Dynamics. Each instance can only be connected to 1 CRM and if you need to switch or change the integration to a new one, then you must do an instance copy per Marketo. Thanks,Heather

Thank you Bryan! This is very helpful!