PeeyushSachdeva

Hi @lfannin, Currently, there isn’t a way to move existing reports into another folder in Advanced BI Analytics. Reports are locked to the folder they were originally created in.For future organization, though, you can set up new folders and build reports directly into them:Click on “Create Report” ...

⚠️ This post has been edited by a moderator for accuracy.Hi @trevlarrr , A simple way to keep your sales team in the loop without flooding them with hundreds of alerts is to create a separate notification campaign instead of sending alerts directly from the nurture. Set up a “Notification” Smart C...

Hi @kiranpv000 , Here’s how it works:When you schedule an email with Recipient Time Zone (RTZ), Marketo pre-processes the email about 24 hours in advance for each recipient.At that processing time, the dynamic content resolution happens — meaning the segmentation value (or any other dynamic rule-bas...

Hi @ioana13201997, Yes, your understanding is correct. Since you want either of the two filter conditions to qualify (not both), you should set the filter logic to ANY. That way, as long as the trigger event occurs and at least one of your filters evaluates to true, the lead will qualify for the cam...

Hi @TylerM123, Based on the screenshots you shared, it looks like the program was never approved. Because of that, the email wasn’t actually executed to the full audience. The 8 delivered records showing up in your dashboard are likely from either a seed list or pre-testing rather than the intended ...

Hi @JasonKim, No supported way exists to restrict access to a single Marketo landing page by IP address using only Marketo. For page-level restriction, a CDN/proxy or internal hosting approach would be needed.

Hi @Raul-Ok, According to me, the LinkedIn Lead Gen Authorization Expiration message doesn’t have its own notification type in the subscription dropdown. The closest option is to subscribe under Announcements, since that’s where Marketo groups system and integration-related notices. Another practica...

Hi @katy_rodriguez, One approach that worked well for us was handling it upstream with middleware. Instead of relying on Marketo to surface the LeadGen ID, we used Tray.io to pull the activity data from Marketo and push it into SFDC at the record level using the Lead/Contact ID.

Hi @Jaredjo02, From a Marketo-SFDC sync perspective, there are a few things to consider when moving to a Contacts-only model (no Leads):If the Lead object is removed, all new records will sync directly as Contacts. Make sure your Marketo sync user has the right permissions to create/update Contacts....

@Himanshu_lahare Try using tokens (e.g., {{my.tokenName}}) for the button text. You can then update the token value through the REST API.