Kevin_McMahon1

Hey Casey,Are you using filters or triggers? If using triggers, then if someone either receives email 1 or clicks on any link, then they will transition to the second stream.You can run a smart campaign to manually change people's stream using the Change Engagement Program Stream flow step

Here's an example for a live event: Let's say we have a list of attendees that we need to import. Create a static list called "attendees" within your event program. Then in the smart campaign directly reference this list. Simple. Done.

We too have an import template that our Marketers use for all imports. We make the column headers red for fields that we require for all imports. They understand this and we haven't had any issues.

I agree with Grégoire in that it makes much more sense to remove people from Marketo to reduce database size than to do so in Salesforce. If it is just a campaign you are trying to clean up, then remove those leads from the campaign only. If these leads are junk and you want them out of the database...

Here is another article you can look at to prevent deleted leads from syncing back to Salesforce. It requires the assistance of Marketo support, but is still a viable option.

If you delete a lead in salesforce and that same lead is updated in any way in Marketo, it will create it as a new lead in salesforce. If you want to prevent the person from syncing back to Salesforce, here is a helpful article that can help you accomplish that. It talks about only deleting leads fr...

From what I'm understanding you do not simply want to remove the leads from an SFDC campaign, but instead want to delete them from your entire SFDC instance. This can be done easily from within Marketo. Create a smart campaign and use the flow step Delete Person from SFDC. Make sure to set the Delet...

Thanks Sanford we were having this same issue last week. Looks like I have some mailto: links to fix...

Thanks Sanford!

I agree with Jessica. Use the person is created trigger in the campaign smart list. Then have the first flow step be a wait step that will give your other programs enough time to update the lead status.You mentioned this is for nurturing so if you are using person status to add them to an engagement...