Level 2
Joined the community 08-10-2014
Level 2
Lancaster, PA
Senior Marketing Specialist
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When you use the Previous Recipient drop down, it shows all that have been sent samples previously.
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Hi everyone, When sending a sample, our list of previous recipients now has a long list of people who are no longer with the company and would never receive test emails again. Is ...
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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 ex...
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@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 ...
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Thank you both@Katja_Keesomand@Floyd_Alvares2, My understanding of this suggestion is that we move each individual email within an engagement stream to its own default program with...
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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
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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...
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Hi everyone, We are embarking on an instance copy as we need to switch CRM integrations. I am looking for information or suggestions to reduce or eliminate duplication of emails s...
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Thank you Bryan! This is very helpful!
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Hi everyone,I am beginning to create new email templates from the starter templates Marketo provides. I started with Limon, Skeleton and Snow Bunny. After I edited them to change c...
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