Nina_Valtcheva5
Level 5
San Jose, CA
Senior Manager, Marketing Operations
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11-02-2016
12:02 PM
Great article Courtney Grimes - I'm looking into implementing this but just concerned about API limit. We have a 10000 Daily API limit, so if I set up this webhook does this mean every time it logs an interesting moment for a lead that we send to Google Anaytics it would count as 1 API request out of 10000? Also, do you have any recommendations on what kinds of interesting moments would be best to track, especially with the API limit in mind?
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11-01-2016
03:15 PM
Thanks Greg. I thought that was the case unfortunately. Great post - I voted on a lot of the ideas under Sync management & troubleshooting.
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11-01-2016
10:45 AM
Is there a way to find all leads with one specific error message? For example: Ideally I want to build a smart list like: exceptionMessage - Contains - FIELD_INTEGRITY_EXCEPTION: There's a problem with this country Another example: Anybody have a good solution how to filter on sync errors?
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- Tags:
- sync issues
10-25-2016
10:12 AM
Thanks for the great advice, Justin! Makes perfect sense.
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10-17-2016
01:01 PM
I think I read an article that it's best practice to only use the "Lead is Created" trigger once in your instance. This was over a year ago though...can't seem to find the link. So I guess I'm just asking for validation if that is true or if it's ok to use this trigger whenever needed in multiple smart campaigns.
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10-17-2016
12:46 PM
I'm finding myself having to use the "Lead is Created trigger" in several smart campaigns (around 10 currently) but can't figure out a way to get around it. Is it bad to use it multiple times? I thought using "Data Value Changes" would work instead for most cases of what I am trying to do, but I'm finding that's not true for net new leads. For example, when a new Advertising lead is created and their campaign source is "google" and campaign medium is "cpc", I found that Data Value Changes trigger would not work because they came in with these values. So the only way I can think of to get around it is to add the "Lead is created" trigger as a second trigger like below. We have several similar advertising smart campaigns so I had to add it to each one. Another example is an alert that I want to send to myself if someone comes in with a potentially misspelled email address. If I use "data value changes" as the only trigger, it will only alert me if an existing lead's email address changes to one of these domains, so I had to add the "lead is created" trigger as well to make sure any new leads created with a junk email domain will trigger the alert. Is there a better way to do this?
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- Tags:
- database management
08-08-2016
03:36 PM
Our sales ops team accidentally changed the value for "Lead Source" for a few dozen records in SFDC, and I'm trying to figure out if there is a non-manual way to reverse it through Marketo. Is there a way to see for all affected leads what the previous Lead Source value was and then change it back to that?
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- Tags:
- change data value
Labels:
06-17-2016
03:12 PM
Hi Greg - yes, I understand that. The rules were activated for multiple reasons, mainly to ensure that sales users do not create duplicates.
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06-17-2016
02:25 PM
Wondering if anybody has noticed this, but since SFDC came out with their new release 10 days ago or so, I started noticing this error on the Results tab of my smart campaigns that are syncing people to SFDC campaigns. Failed: UNKNOWN_EXCEPTION: You're creating a duplicate record. We recommend you use an existing record instead. I talked to our SFDC admins and they said the recent SFDC release has a much smarter duplicate detection feature that will block a lead from being created in SFDC even if the email address is different. For example, we have a lead in Marketo with this sync error who has a different email address but the same first & last name as an existing lead in SFDC and it is being blocked from syncing into SFDC with this error. Marketo views that person as two separate records but SFDC is saying they are the same person and is not allowing the second email address to update in SFDC. Has anyone else noticed this recently and found a way to get around it?
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06-17-2016
12:32 PM
Scott Wilder - I see my profile page is updated but I still don't seem to have the badge.
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06-10-2016
11:55 AM
Scott Wilder - I got certified on 5/11 at Summit and still don't see this in my Community profile. Can you please add it? Thanks in advance!
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05-27-2016
11:58 AM
Thanks Greg! There were some additional fields that were hidden from the Marketo sync user so I'd rather just delete everyone and sync them over again now that the fields are unhidden. Nobody has activity history anyways as you said. Great advice on the "force update" field - we'll try that.
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05-27-2016
09:08 AM
Hi Pavel, Great outline, but the main issue is that I don't have a way to identify who to delete out of Marketo. They all had a field called "Hide from Marketo" checked but it got unchecked during the SFDC migration. That is why I'm looking to see if it's possible to delete everyone out of Marketo. Thanks, Nina
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05-27-2016
08:29 AM
We are going through a Marketo/SFDC migration and recently populated our new Marketo instance with records from our new SFDC instance; however, there were thousands of records who should have been hidden from Marketo sync (that we had deleted) that flowed back in. These will be impossible to identify because the field "Hide from Marketo" that had been checked got unchecked on Contact records during the SFDC migration. Trying to figure out if the best way to resolve this is to delete everyone out of Marketo and do some kind of sync from SFDC again to re-populate our Marketo instance. OR, could we just unconnect Marketo & SFDC and connect them again?
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04-28-2016
09:51 AM
1 Like
You can try re-saving as Unicode Text (.txt) and then select Tab Delimited when uploading in Marketo. I find this works better than saving as .csv which sometimes causes formatting issues for me.
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03-30-2016
11:52 AM
4 Likes
We've had that issue too with WebEx and it sometimes takes 1-2 days for the attendance data to sync over from WebEx over to Marketo. You can try refreshing from your webinar program in Marketo although that never seems to work for me...just have to wait it out.
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03-24-2016
08:38 AM
Hi Anita, I only delete leads from Marketo, never from SFDC. This is because our sales team doesn't ever want to delete anything from SFDC but we need to maintain our licensed database size with Marketo. So, "Delete from CRM" is always set to "False" when I delete and we have a custom sync filter to keep records out of Marketo once they have been deleted (see my earlier comment on this thread on how to enable this). I have deleted email invalid, inactive (no activity in past year), blacklisted, leads from countries where we don't market to currently, students, junk data, etc.. For your second question, I believe Contacts will still get deleted from Marketo if you set "Delete from CRM" to "True" but again, I have never set it to "True" myself. Hope that helps!
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03-16-2016
09:05 AM
We have a new field (Leadspace Architect score) that I need to enrich all marketable leads in our database with which is over 200K. I'm concerned about breaking the SFDC sync or causing issues if I set up a campaign to enrich all leads at once. So instead, I'm thinking of updating 20K leads in one campaign run, so then I need a way to ensure the first campaign run has finished before the next run starts to update the next 20K. What is the best way to set this up?
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- Tags:
- batch campaign
Labels:
02-23-2016
02:33 PM
2 Likes
You are correct, Zach! Just tried this out and it works for Smart Lists as well. Very useful!!
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02-17-2016
04:00 PM
Haven't found an existing discussion about this so thought I'd ask. We send an email one day after someone creates an account on our academy site, encouraging them to start a course. If they haven't done so 3 days later, we would like to send a "follow up" email like a reply to the previous email reminding them to take that action. Instead of sending a brand new email, is there a way to make it seem like a reply to the thread of the already sent email from Day 1? These emails are all coming from the program manager so our thinking is that it will look a lot more personalized if it looks like it's a reply to the first email instead of a brand new email thread.
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02-03-2016
02:46 PM
Same here! Glad to know it's not just me.
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02-03-2016
09:42 AM
You are right, Josh--it's not working on my end right now either. Last time I didn't contact anybody, it just started working again after a while. This time it's a different issue in that it's asking for my email and even when I provide the one I used to register for Summit 2015, I get this error message.
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01-28-2016
01:55 PM
4 Likes
Hi Liz, Once you have a standardized list of countries & states, you can run cleanup smart campaigns to fix any leads that do not conform to the standard values. Suggested steps: 1) Establish a standardized list of countries & states (Greg's ISO link is great) 2) Run smart list reports where Country NOT EQUALS standard values, export and map the variations to what the correct country value should be 3) Run clean up smart campaign fixing current leads who have the incorrect country values using Change Data Value flow step. It would look something like this: 4) Once you clean up the current leads in your database, you can set up a trigger campaign (just copy the batch campaign you used to fix the leads) to catch any newly created leads that come in with incorrect country & state values. This can get tedious if you keep having to add more and more variations so the best way to ensure this is fixed going forward is to create country & state picklists for all of your forms.
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01-12-2016
08:37 AM
Thanks for the suggestion, Josh Hill Just to expand on my reasoning, I am trying to use 1 SFDC campaign because this would be used for live events where the SFDC campaign is synced to Eventbrite via event code ID, so all of the registration data would flow automatically into that SFDC campaign first and then get synced to a Marketo program. I think your suggestion would work if we were syncing Eventbrite to Marketo instead of SFDC, but I don't think they can be integrated. Would the Program Channel Status solution work in this case?
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01-11-2016
10:44 AM
I am trying to figure out if there is a way to update SFDC Campaign member status & registration type through Marketo. To give some background, we run events where registrants can sign up for either "Advanced" or "Beginner" tracks and previously we would set up 2 SFDC campaigns for each event (one for Advanced and one for Beginner). Now I am looking to see if we can have 1 SFDC campaign and within it, be able to differentiate who has registered for (and later attended) the "Advanced" vs. "Beginner" track. Ideally, when I upload leads in a Marketo program specific to an event, I would add them to the corresponding SFDC campaign via flow step, update their status as "Registered" and also update their Registration type as either "Advanced" or "Beginner" specific to that same SFDC campaign. We want this field to relate only to SFDC Campaign member status so that a lead can have multiple Registration Types (since they can be in more than one SFDC campaign) whereas they could only have one Reg Type if we populate a custom Lead/Contact "Registration Type" field. So for example, in one SFDC campaign for a specific event, a lead would have a Registration type of "Advanced" if they signed up for our Advanced track, and for a different SFDC campaign related to a different event, they would have a Registration type of "Beginner" if that is what track they signed up for. My main question: is Marketo able to read/write to the Campaign Member Registration Type field in SFDC? Would love to get suggestions of how to do this, or someone has found a solution when you have multiple registration types that you are trying to capture in one specific SFDC campaign.
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12-15-2015
11:00 AM
I'm using the same approach as Justin, where I have an "Emailable segmentation" in Leads Database that I add to all of my email program templates & smart campaigns that has standard exclusions like unsubscribed, marketing suspended, etc. If you would like to keep specific leads out of receiving Marketo emails that are already in your Marketo database, you can simply add a filter to your 'Blocked from Mailings' segment to suppress these leads if they all have the same lead source or lead source description, for example Lead source = List Build. Otherwise, if you don't want these leads to sync over to Marketo at all and just keep them in SFDC, you can use the 'Hide from Marketo' approach that Alex mentioned.
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12-14-2015
08:50 AM
Thank you Greg! This is extremely helpful!
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12-11-2015
01:20 PM
I just have a triggered smart campaign in my webinar templates now that changes lead source from Event Partner to Webinar, listening for when the 'Attended' info flows in from WebEx. Smart list: Flow:
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12-11-2015
09:29 AM
Our EMEA team is working with an agency to purchase lists of German leads to invite them to our marketing events in Germany. I am very wary of this because of the strict anti-spam laws since many of these leads have no prior business relationship with our company. I have advised against list purchases, but it's not up to me to give the final say. I already have an approach for getting double opt-in from leads already in our database, but this is a separate case since we have no prior relationship with these list build leads. There seems to be very little information available online and most of it is in German. Interested to see if anybody has faced a similar situation and how you would go about contacting list purchased leads.
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12-08-2015
10:25 AM
1 Like
Hi Laura, I've seen the same issue if we try to merge a Lead and Contact record, as you figured out. I believe the Lead would first have to be converted to a Contact in SFDC in order for the merge to work.
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Latest Tags
- instance migration
- utm tracking
- marleto forms
- template management
- field data
- sfdc field map
- form not working
- webinar form
- marketo sales insight
- msi reports
- sync issues
- database management
- change data value
- duplicate rules
- salesforce sync error
- sfdc integration
- sync to marketo
- batch campaign
- duplicates
- duplicate management
- email alert
- sfdc sync
- sync lead to sfdc
- delete from sfdc
- deleting
- session recordings
- summit 2015 sessions
- block field updates
- sfdc campaign
- sfdc error
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| Date Registered | 01-26-2015 11:20 AM |
| Date Last Visited | yesterday |
| Total Messages Posted | 118 |
| Likes Received | 36 |
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