Nina_Valtcheva5
Level 5
San Jose, CA
Senior Manager, Marketing Operations
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11-19-2015
08:41 AM
Thanks Alok. Yes, this was my plan B to create a smart list subscription. I already have a weekly one, but I can change it to daily.
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11-18-2015
03:33 PM
I don't want to get an alert for every single duplicate that gets created, but rather only if over 5 (for example) get created in one day. Can't think of a creative way to set this up...anybody have any ideas?
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11-13-2015
02:23 PM
3 Likes
I've been using the same approach as Gregory after a lot of research on this topic. Here is how I did it (with a screenshot) in this thread: Deleting Invalid Leads
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11-03-2015
11:12 AM
6 Likes
Hi Kimmah Shah, I faced a similar issue and here is how I solved it. If you do not want to delete the leads from your CRM system, to prevent them from syncing back into Marketo you can follow these steps: 1) Create a Boolean (true/false) field in your CRM called "Hide from Marketo" or similar and make it visible to the Marketo sync user so that it automatically gets created in Marketo too 2) Open a Marketo support case and have them set up a Custom Sync Filter on this field you created 3) Create a smart campaign with the smart list being the leads you want to delete and the flow should look something like this: This approach has worked great for me!
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10-08-2015
01:41 PM
When net new leads who attend our webinars on WebEx flow back in to the webinar program in Marketo that is synced to the WebEx event, their lead source gets defaulted to Event Partner when it should be Webinar. I have a smart campaign fixing this (and it's a small issue because most of our leads use the Marketo hosted webinar LP and form to register, but there is a small percentage of leads who most likely get the WebEx link forwarded from a coworker and register directly on WebEx to attend the webinar). I am looking for a way to see if the Marketo/WebEx integration can be set up so that the default lead source for net new leads coming in from WebEx is Webinar. Does anybody know if this is possible?
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10-05-2015
03:22 PM
Thank you Greg - these are all very good points and definitely something that I need to address with the sales team.
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10-05-2015
01:06 PM
3 Likes
I have been finding many cases where our sales reps create new leads via Leadspace or similar and then they get automatically synced to Marketo. The issue is that these leads have no email address so no point for them to be in Marketo that I can think of. Anybody have any advice for what to do? I don't want them taking up space and slowing down our large Marketo instance even more (it's getting close to 500K leads at this point). Is there a way to block leads with no email address from getting from SFDC to Marketo? And would it be advisable to do so - since I know best practice is to sync everything over between the two systems.
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- Tags:
- sfdc sync
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09-15-2015
03:59 PM
I am trying to get sales & marketing to agree to sync all leads from Marketo to SFDC. Currently we are keeping out a portion that have bad data in Marketo like "student" or "n/a" as job title or company (bad quality leads) from going over to SFDC so they don't get on sales' radar. As expected, this creates a lot of duplicates if these leads get created a second time directly in SFDC and then sync over to Marketo. Interested to hear some solutions of what others have been doing to still sync everyone over but prevent these bad quality leads from getting in front of sales.
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- Tags:
- sync lead to sfdc
Labels:
09-09-2015
01:14 PM
Josh Hill - I'm following your advice for the Do Not Sync field and have had it created by our sales ops team. Not sure how to make the Marketo user not see these leads though - how can this be done in SFDC? I understand the field itself should not be hidden from the Marketo user but not sure how to hide the leads so they don't sync back in. I would greatly appreciate any details on how to get this done!
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09-09-2015
08:46 AM
Thanks Ravi! This seems like a great solution and I will recommend it to my sales ops team.
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09-08-2015
03:56 PM
I'm debating whether I should set up an automated smart campaign that checks if a lead gets deleted from SFDC and then delete it from Marketo as well. Trying to think of scenarios where this might be problematic, like what happens if the lead is a duplicate in Marketo but not a duplicate in SFDC...do both records get deleted or how does Marketo know which one to delete? Or vice versa, if a lead is a duplicate in SFDC but not a dupe in Marketo, if one of the dupes gets deleted in SFDC, I wouldn't want it to get deleted in Marketo. Anybody deal with a similar dilemma?
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09-04-2015
09:24 AM
Thanks Dan and Leanne for confirming! The issue seems to be fixed now because the videos work for me again also.
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09-03-2015
11:40 AM
I've been going back to reference some of the recordings from this year's Marketo Summit quite frequently. But when I tried to watch one today, nothing happens when I click on the video to start playing. I tried several videos and using Firefox & Chrome but nothing worked. The videos just never start playing. Does anybody know if these are no longer available? Sessions – The Marketing Nation Summit, April 13-15, 2015 – Marketo
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09-02-2015
08:50 AM
Trying to set it up so that phone number is only updated if blank when doing list imports and from what I've read on the community so far, seems like this is possible using the block field updates function. I just want to confirm if this will block the update only if there's a current phone number already there. If it's blank, we want it to put in the new value from the list import instead of keeping it blank. Will this work?
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- Tags:
- block field updates
Labels:
08-31-2015
08:39 AM
Great solutions Philip! These leads were manually removed from SFDC so I will try your Option 2. Thanks!
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08-28-2015
01:32 PM
Trying to figure out if there is a way I can see leads who were in a particular SFDC campaign but then got removed at some point. Can't seem to find a filter for that in Marketo. Any suggestions? I can see this for individual leads in their activity history but I want to see if there is a way to see all impacted leads.
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- Tags:
- sfdc campaign
Labels:
08-27-2015
09:20 AM
Does anybody know what this error means? CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: trgFindDunsAccount: System.LimitException: Too many query rows: 50001 I've been seeing this error a lot for several weeks now and Marketo Support just told me to reach out to our SFDC Admin / SFDC support. Our SFDC Admin told me it has to do with whether or not these records have a website, but I'm not confident that's the case. All the leads affected are still syncing to SFDC despite this error but I just want to know what it means and how to stop it from happening.
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- Tags:
- sfdc error
- sync error
Labels:
08-25-2015
02:11 PM
Kristen Malkovich, when you delete the invalid leads, do you only delete them from Marketo or also from your CRM system? I'm getting a lot of push-back about deleting leads in SFDC (due to losing history) so trying to figure out the best solution.
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08-20-2015
09:48 AM
1 Like
Yes, I will try to narrow down the lists based on inactive and invalid leads. Thanks Allison!
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08-20-2015
09:42 AM
1 Like
Thanks Allison and Steve! Great points. And Steve, that is the same reason our sales team won't let us delete anything--they are worried about losing activity/engagement history.
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08-17-2015
04:07 PM
We have over 100,000 potential junk leads in Marketo and it's really slowing down our database performance. I would love to delete them but our SFDC ops team is objecting to deleting them on the SFDC side. Then we have to deal with the common issue that even if we do delete them in Marketo, they will come back anytime there is an SFDC sync. I know there is an option to create a field like what is suggested here: Managing your Marketo database size | RMS to hide these leads from Marketo. Are there any other solutions out there? How do you handle when you want to delete or even just merge leads and don't get buy-in from the SFDC team to do the same on the SFDC side? We have 40K+ duplicates and have already purchased EZ Merge but are running into a similar situation where the SFDC admins do not want us to merge them in SFDC. Any suggestions on what we could do?
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07-28-2015
03:39 PM
1 Like
Thanks for the tips, Emily! I think Request Campaign is the way to go in my case.
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07-28-2015
03:39 PM
Thanks Edward for the detailed response! I definitely need to build something like this and will revisit your Summit presentation.
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07-28-2015
02:39 PM
1 Like
For the Lead is Created trigger, I'm hesitant to use it because I want to give time for other campaigns to run (such as country normalization, data appending) before the campaign where I'm using this trigger gets started. I don't want the campaign to pick up anybody new right away, but rather give things time to update on the backend for about an hour or two before triggering this campaign that is listening for it. Is the best way to do this to specify a date of activity like this:
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07-14-2015
11:54 AM
I'm trying to find a way to schedule a daily report of members of a specific SFDC Campaign. Is there a way to do this? I tried running a campaign report with the SFDC campaign in the Smart List but it's taking a really long time to run even if I select a short time frame. It never finishes running. Not sure if I'm doing this right...it's my first time trying to get a report. I know I could easily get this in a smart list but I need to schedule it so that it's sent daily to our field marketing manager as new campaign members get added.
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07-13-2015
03:01 PM
If I have 2 triggers in a smart list, will it pull everyone (either those who qualify for trigger 1 or those who qualify for trigger 2)? We want either people whose program status was changed OR were added to specific SFDC campaigns. Just looking for validation if this will work as we want it to.
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07-09-2015
11:16 AM
We are re-doing our lead scoring and I need to revert everyone's score back to 0. What is the best way to do this? Here is what I have set up. Is there a better way to make sure we get everybody? Anything risky that I should be aware of? Smart List: Flow:
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- Tags:
- lead scoring
Labels:
06-22-2015
08:36 AM
Thanks Allison! Great suggestion! The users I'm trying to automate this notification for do not have Marketo access. It would be members of the broader marketing organization like field marketing who send us email requests and expect reporting afterwards. Would this work even if they don't have Marketo access?
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06-18-2015
09:10 AM
1 Like
Hi Beth - I haven't heard back. Josh - it would be great to get the list of spam traps if possible!
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06-09-2015
08:53 AM
1 Like
Thanks Josh--I have referred to your post quite a few times and have already set up the soft & hard bounces smart campaigns. I am trying to do the Spam Traps smart campaign you recommended too, but I'm having a hard time getting a list of spam traps. Would you be able to share yours or how you came up with it?
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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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