Edward_Rumsey

Edward_Rumsey

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Date Last Visited
‎10-09-2022 10:54 AM
Level 3
Joined the community 28-06-2021
Rank Icon Level 3
Technical Consultant
London
  • solved badge Re: How to report on Company Name filled out with First Name and Last ...

    Hi,I haven't come across this kind of capability in Marketo, but you could take the data of all the people who filled out the form outside of Marketo into Excel and use that to create a list of people whose company names = first name etc.Upload the static list to Marketo and use that as needed.Hopef...

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    Discussions
    1947 2 0
  • solved badge Re: Search function/usability in Design Studio

    Agreed, if you switch to old experience the 'quick find' at the bottom still acts as expected, but it would be good if the new experience would carry over the 'contains' functionality. Have you put this in the Ideas maybe?

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    1081 3 0
  • Re: And/Or Choices within Flow filters

    Agreed!The only workaround currently is using a smart list asset, contain the advanced logic in that, and then reference that smart list in an 'member of smart list' choice step.

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    Ideas
    983 0 0
  • Re: People Performance Report - Group By

    Hi Michael, I've run into the problem before too. My workaround was to find a field in the instance that was pretty much the same for everyone, or at least everyone involved in the report. For example, if the report is targeting only CFOs anyway, I would 'Group by' Job Title and that way, the 'Group...

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    2042 0 0
  • solved badge Re: Sort Guided Landing Page Template Variables

    Hi Thorsten, The guided landing page variables work from top-down, in order they are declared in the HTML. So, you would collect like-variables together in the template editor and put the highest priority ones at the top. Collecting them by type is normally best practice (all text together, all imag...

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    3070 0 1
  • solved badge Re: Update values from OLS to newly created field LSMS

    Hi,I'll need more information to answer properly as your description is a bit confusing, what are you expecting in the smart list as filters and what in the flow? Did you want this to run once, or every time someone meets these criteria? Assuming it's the latter, try the 'data value changes' trigger...

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    1606 0 1
  • solved badge Re: Track Contact Activities (Smart List Report)

    Hi there, So in short, I don't think so, not unless you have setup something behind the scenes already. What you could do is:- Create a custom field tracking last email send and add that in the smart list, or- Create program member custom fields and do something similar to the above, or- Use Revenue...

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    1682 0 1
  • Re: Building Marketo Templates

    Hi Felicia! Hopefully this is within community guidelines as you've asked explicitly for recommendations, but I'm sure someone will tell me if not. But, I work for TAPCXM who have expertise in this area and I have created these templates for clients before. We're a consultancy by nature so if you wo...

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    1461 0 0
  • solved badge Re: List Pull

    Hi Yash,Unsure without specifics of what you're trying to accomplish. But could you not:1. Set up a separate 'sub' campaign that is set to a 7days cadence and pulls from the said list, as well as the other campaign sending them daily?2. Use an engagement program3. Use filter 'Was sent email 7 days a...

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    2826 0 3
  • solved badge Re: MCE questions help

    Hi,I saw you asked some previous questions about the MCE exam, and although it can feel helpful to know the exact answers to exact questions, I think it's more helpful to read around the topic, just in case a similar but different question is asked instead.The exact answers are B, A, C, however, I'v...

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    Discussions
    2632 1 3
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Public Statistics
Date Registered ‎06-28-2021 05:42 AM
Date Last Visited ‎10-09-2022 10:54 AM
Total Messages Posted 21
Likes Received 11