Jay_Jiang

Marketo would need to be able to read the SFDC User object field isActive, which it can't, to be able to make a decision. A solution would certainly need to be deployed in SFDC - likely an Apex trigger for when a task/activity is created, check if owner isActive = true A solution would certainly need to be deployed in SFDC - likely, assign all tasks to the sync user and an Apex trigger for when a task/activity is created, check if sales owner isActive = true, and reassigns the task to that owner   ... View more

As pointed out above, operational email behaviour and Smart List qualification are independent functions of Marketo.   A smart list will find everyone that matches the filters/criteria you specify. An operational email send will send to everyone that the smart list finds.  If you don't look for people who have unsubscribed in your smart list - the operational email won't send to them. ... View more

It's super hard to code a decent looking HTML email that's compatible across all email clients and device types. You will need to use something more comprehensive than the marketo previews to test your email code, like Litmus, and adjust your code accordingly.    Note the type of device and the client/app that doesn't render how you intended the email to be rendered and trouble shoot accordingly, but beware that a fix for one mail client may cause issues in another.   ... View more

Unfortunately it's one api call per token value you need to change/update.   However, depending on your intentions, you can set multiple temporary token values in one trigger smart campaign api call - not sure if this meets your needs.   ... View more

I think the use case is essentially a custom one-way sync.   @ OP, this is typically architected using middleware to PULL the data from the source system via API ... View more

this is the most non-technical solution. you don't need a smart campaign each time, you can have a flow with multiple wait 15mins + request campaign flow steps until every 15 minute interval in a day is covered e.g. 96x 15 min intervals in 24 hours = 4 smart campaigns with 24x wait + request campaign flow steps. each smart campaign's daily recurrence would be 6 hours apart - but you could probably forgo the sync during after business hours?   The likely solution would have more moving parts than just this by the way... ... View more

Yes it's a shame that munchkin associate lead will be deprecated. I hope they replace it with something similar. As for non-form solutions, If you have a CDP, like Tealium, in your stack, that would be the ideal solution. Push the value to the CDP then sync the data across to Marketo. ... View more

Sandford's got you covered.   Obvious tip, but make sure you've selected Response Type: JSON in your webhook settings ... View more

As in... you want to understand the marketo -> SFDC sync architecture? You can try asking your CSM for it...   Is there something specific you're after that you're worried about? ... View more

alternatively, call a webhook to an external service that standardises phone numbers and score afterwards ... View more

That is the munchkin init script, except it looks like you're loading it from your own server since the version is still 156. If you go into admin, look for your munchkin embed code and follow the script url ('//munchkin.marketo.net/munchkin.js '), what you pasted is what you get but version 159   going back to your problem, yes, the init script actually loads another script from marketo ('//munchkin-cdn.marketo.net/159/munchkin.js'), it's probably this one that is lengthening the time for a page to completely finish loading. ... View more

you may as well as just build the front end how you're used to and submit all info in the end via a hidden marketo form. ... View more

dynamic content with a redirect or auto trigger click submit on KV form   dynamic content: If your landing pages are marketo ones, set up a segmentation that has email address is not empty use this segmentation for dynamic content on your landing pages use a javascript redirect to the thank you page track hits to thank you page as people who've reached goal   trigger click submit on KV form (has a delay as form needs to load first before anything can happen): set your form to show custom html to known visitors edit the custom html to load a dom element with a unique id add MktoForms2.whenReady script to the page that triggers a click on the submit button if the dom with the unique id has length ... View more

Yes Marketo can create tasks in SFDC, but it doesn't record the id of the task it just created so you can't go back and change that task. What you see in the activity log of a Marketo record where a task/activity is referenced is due to the record being linked to the task via the whoid on the task - not at all because of a task that marketo created having been updated.  In that sense you can't achieve true bi-directional "sync".    I don't think you need the sort of sync you're thinking about to build what you want. if you have standardised task subject lines, Marketo can pick those up, provided the task has been logged on a lead/contact and not an account/opportunity.   If you have more sophisticated requirements and if you have the dev resources to throw at it, a combination of SFDC flows and custom fields acting as flags for marketo to trigger off might be a more robust solution ... View more

We use marketo smart campaigns to identify if it's a re-engagement or net new lead (lead to account matching is on the roadmap but we don't have that yet). If net new lead - lead is assigned to SDR queue. If re-engagement, an email alert that goes out the current sales owner.   To track progress, in a simple sense, we use tasks with specific subject lines (because marketo creates the task, you can listen for when the task is closed/completed) (Unfortunately our Account Execs don't tend to close out the tasks and so there are challenges there but SDRs are much better at this).    We don't measure response times but we do have SLA dashboards that tell us the number of tasks that exceed SLAs (1 business day). I'm sure you can have a custom task field to record the hours/days it took for the task to close, you'd have to create some workflows and field update rules and might be able to do it with a formula field but you can definitely stamp the field with what you want using Apex.    On tracking campaign success, to me, the example you gave is closer to funnel metrics and this is something you set up completely separately (it's a big project). For us, campaign "success" reporting, in terms of pipeline generated, is separate to funnel metrics and we don't do this very well, but this might be because we're a long sales cycle B2B org and unless you have a successful multi-touch attribution model, it's sub-optimal to attribute all pipeline/revenue to a single campaign.  ... View more

I've worked with a company that did this (B2C), where they create a duplicate lead upon re-engagement and once qualified, the SDR merges it into the contact upon conversion. I personally don't like duplicate leads when you have an existing contact. However, this is dependent on what works for your business ie. your sales process and martech stack   My current company has a cyclical customer lifecycle model where we have made clear what triggers a re-MQL (filling out a form again is one trigger but that's not the only thing). We work off the one record and don't create duplicates. And this works for us, but the above example worked for the B2C company as well.   There's no correct answer, either could be successful, but to make it successful is a combination of marketing and sales alignment, training and, of course, good operational set up and processes  ... View more

What's your use case?   It's not possible with the native Marketo <-> SFDC sync but might be possible with a  competent enough middleware platform.  However, you need to determine how the fields ought to sync i.e. is it bi-directional? does one overwrite another or do they join together?    Have you thought these out yet?     ... View more

Open email is retained for 25 months according to data retention policy docs.   Wouldn't you just use this for inactives in past 6 months and use 25 months for everyone else?   ... View more

Amended again ... View more

A bit better?  ... View more

In case you want to try an alternate solution: https://nation.marketo.com/t5/Product-Discussions/Form-pre-fill-workaround/td-p/299933 ... View more