RaulEr

Level 4

Joined the community 01-09-2021

Level 4

Marketing Automation Specialist

Canada

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Re: Changing engagement program stream and return to initial stream

by RaulEr 07-06-2023

We have 4 streams. Each stream is dedicated to a specific topic and people are added regarding what pdd/whitepaper was downloaded.So we can use the utm_content field, which is the one I use to see what stream should the person be added to.

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2215 0 2
Re: Changing engagement program stream and return to initial stream

by RaulEr 07-06-2023

That was really helpful, thanks @Darshil_Shah1. Now, what if I don't know what was their initial stream? Let's say I have 4 streams. One of the streams was all consumed now I want to send it back to the unfinished stream, which could be A, C or D.

Discussions

2222 0 4
Changing engagement program stream and return to initial stream

by RaulEr 07-06-2023

Hi community! I was reading some posts about transitioning people between streams and the first recommendation is to avoid transition rules and use batch campaigns. Now, is there a way without using custom fields, to tell Marketo to resume a stream that has not been completed? So, if a record starts...

Discussions

2230 0 6
Re: lead SFDC Id is sending me to Contact instead of Lead in Salesforc...

by RaulEr 06-28-2023

Thanks @Darshil_Shah1 @SanfordWhiteman ! So, there is no way to create a link to the actual lead object instead of the contact object? And, a lead cannot be converted into an Opportunity, this is only available in the contact object, right? Thanks!

Discussions

2566 0 1
Re: lead SFDC Id is sending me to Contact instead of Lead in Salesforc...

by RaulEr 06-27-2023

Hi @Darshil_Shah1 thanks for the reply.Well, basically, the sales rep has to do some work on the lead first, before converting it into an Opportunity (that's the explanation from the sales team). But still, if I use {{lead.SFDC Id}}, then it should send me to the lead record instead of the contact r...

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2586 0 4
lead SFDC Id is sending me to Contact instead of Lead in Salesforce

by RaulEr 06-23-2023

Hi, I'm using https://mycompany.my.salesforce.com/{{lead.SFDC Id}} to send a Slack message with the lead info in Salesforce. However, that link is sending me to the Contact record instead of the Lead.Is there a fix for this?

Discussions

2606 0 6
Re: Migrating CMS

by RaulEr 06-23-2023

Thanks @Darshil_Shah1 what/where are those scripts located? I don't think we have them.

Discussions

1921 0 1
Migrating CMS

by RaulEr 06-21-2023

Hi guys! We are migrating our CMS (Contentful -> Webflow) and I was wondering if I missing something to get ready for that. I'm thinking in move the munchkin code, the embedded forms, and we don't use landing pages. I think we have some integrations that add data by calling forms but I think that's...

Discussions

1942 0 4
Sync records, same email created one in Marketo and other in SF

by RaulEr 06-15-2023

Hi community, I have this scenario where a lead is created after a form is completed, but also, when the form is completed it redirects to a Calendly link that creates a record on Salesforce. E.g. At 10 am it creates a record in Marketo, then at 10:05 am a record is created in Salesforce (same email...

Discussions

773 0 1
Comma character is not being shown in the preheader

by RaulEr 06-09-2023

Hi community, I'm adding this line in my preheader, but the comma is disappearing, I tried using HTML entity code but nothing. Any ideas? Preheader line. Subject + Preheader

Discussions

1498 0 1