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Hi @JWL5150 , According to me, one practical way to handle this is to standardize how each business unit stores their send audiences. The simplest method is:1. Maintain a static list for every send audience:Naming convention example:Email Send Audience – MM-DD-YYYYBefore scheduling the email, the BU...
Hi @SanfordWhiteman , I might be misremembering, but I recall hearing that you can’t have two Marketo instances connected natively to the same SFDC org at the same time, since the real-time sync for the second instance won’t function until the first one is disconnected. My understanding was that the...
Hi @Cinnsprinkle , Looking at your current flow, you’ve got a Send Email → Wait → Send Email → Wait pattern already in place. Since people are currently sitting inside the existing “5 days and must end Mon–Fri at 9:00 AM EST” wait step, you can safely add a new “Wait Until
Hi @Joni_Moilanen , You’re not doing anything wrong — this is actually a limitation of the new Marketo Email Editor at the moment. In the Links view, the fields for Label, Tracking Type, and Tags are editable, but the URL field is intentionally read-only. The new editor does not currently allow modi...
Yes, Facebook Lead Ads updates do come through the Web Service API. If you double-click on the “Data Value Change” activity, you can see additional details like the source and sometimes the Modifying User. However, in the case of Facebook Lead Ads, the “Modifying User” field usually won’t show becau...
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 ...