RaulEr

RaulEr
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Date Last Visited
‎04-09-2025 08:44 AM
Level 4
Joined the community 01-09-2021
Rank Icon Level 4
Marketing Automation Specialist
Canada
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  • solved badge Re: Changing engagement program stream and return to initial stream
    by RaulEr name dot 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
  • solved badge Re: Changing engagement program stream and return to initial stream
    by RaulEr name dot 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.

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    2222 0 4
  • solved badge Changing engagement program stream and return to initial stream
    by RaulEr name dot 07-06-2023 quickview

    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...

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    Discussions
    2230 0 6
  • Re: lead SFDC Id is sending me to Contact instead of Lead in Salesforc...
    by RaulEr name dot 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!

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    2572 0 1
  • Re: lead SFDC Id is sending me to Contact instead of Lead in Salesforc...
    by RaulEr name dot 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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    2592 0 4
  • lead SFDC Id is sending me to Contact instead of Lead in Salesforce
    by RaulEr name dot 06-23-2023 quickview

    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?

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    2612 0 6
  • solved badge Re: Migrating CMS
    by RaulEr name dot 06-23-2023

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

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    1922 0 1
  • solved badge Migrating CMS
    by RaulEr name dot 06-21-2023 quickview

    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...

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    1943 0 4
  • solved badge Sync records, same email created one in Marketo and other in SF
    by RaulEr name dot 06-15-2023 quickview

    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...

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    773 0 1
  • solved badge Comma character is not being shown in the preheader
    by RaulEr name dot 06-09-2023 quickview

    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

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    1500 0 1
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Public Statistics
Date Registered ‎09-01-2021 06:29 PM
Date Last Visited ‎04-09-2025 08:44 AM
Total Messages Posted 96
Likes Received 3
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