EllenSchwier

If you are also using Interesting Moments in combination with your CRM, you could include the most recent Interesting Moment in an email alert and then link to the record in your CRM for them to see all Interesting Moments in the MSI widget...or change the email alert to be a CRM task that automatic...

To add to this, you may also have people who are rejected or recycled at earlier steps in the process as well. Maybe once you learn a person's industry, they become rejected because you do not sell to that industry. Or perhaps sales rejects a lead before they becomes an opportunity because it's a ve...

Another option is to set up your smart campaign that processes the form fills to have a Schedule that people can only run through the flow once. Not as great for the user experience but better for your sales team.

Does the specific download belong to its own Marketo program? Can you use program membership to exclude these people? What process did you set up for a person to get the right white paper after filling out the generic form? Another option would be to use the Filled out Form filter with the referrer ...

Is it all triggers that are not working? Or only the "delivered" one? Because everyone who is sent to email is automatically a member of your program, so they might not show in that first smart campaign if their program status was already the first value.

You can still select the individual emails. They will show as selected when there is a grey box behind the email (the same way your Newsletters folder looks in the screenshot).

Hi Darshil, You commented on another post about the date range of an A/B test impacting this overview. The screenshot here does not include the date range. Could that play a role?

Do you want them to get multiple emails? Or one email with all accounts' information listed? This will change your approach to the Smart List criteria in Marketo as well as the Velocity Script. Also, this is a perfect question to ask Sandford Whiteman.

If I understand correctly, you might be able to use the Program Member Custom Fields to populate the dynamic content for the various campaigns. This requires that you separate the lists for each campaign and that each campaign is it's own program in Marketo. In this scenario, one person could be on ...