Katja_Keesom

Katja_Keesom · ‎06-04-2021

Hi Abhishek, Not sure what you mean by a direct connection. Depending on your CRM, options are different. Both Salesforce and Microsoft Dynamics have a native integration with Marketo, where you can simply exchange credentials and configure which CRM data you want to sync. For both platforms as well as any other CRM there is also the option to integrate using Rest API. It entirely depends on your use case what is the best solution for you. As I mentioned in one of your previous threads, it sounds like you could do with some proper advise on your specific use case before proceeding. It is really important to make the right integration choice from the start. Kind regards, Katja

Katja_Keesom · ‎06-01-2021

Hi Jo, As far as I have seen you cannot make an existing smart campaign executable. That would also be tricky, as you cannot add any other triggers to an executable campaign, so it will not even work for all smart campaigns. When it comes to the sequence of steps, that is exactly what will happen and that is the whole point of this new feature. With the Request Campaign you always had the issue that the requested campaign ran in parallel to the smart campaign that requested it so it was difficult to control the sequence of steps. This new process will enforce exactly this sequence of steps. But you would have to recreate your smart campaign as an executable I'm afraid. Katja

Katja_Keesom · ‎05-30-2021

Hi Michael, If it is true, it is a change that was made recently. In previous email performance reports I could still see the numbers changing slightly even weeks after the email send. Will keep an eye out for this particular behaviour to see if I can confirm it. Kind regards, Katja

Katja_Keesom · ‎05-30-2021

Hi Abhishek, When setting up your integration I would suggest to enlist the support of an expert so you can be sure it is set up in the best way possible for your use case. That is a bit more than you can do with a simple conversation on the community. Kind regards, Katja

Katja_Keesom · ‎05-27-2021

Nice piece of work all! I especially love your tip on the Campaign Settings, Chris. It is really something that can trip you up time and again.

Katja_Keesom · ‎05-27-2021

Did you add your personal record to the database? Make the email operational? Have you set your smart campaign to allow for your database record to flow through every time? Sounds like the issue may not be with the script so much, but with your sending process.

Katja_Keesom · ‎05-27-2021

Wow, Abhishek, That is a big question you ask there. It sounds like you know your way around APIs and integrations in general. Did you already check out de developer pages of Marketo? These can be found here: https://developers.marketo.com/ As for the database architecture, there's really a few core components: The Person object (still called Leads in the API) is pretty much at the heart of the UI. This table generally associates with both Leads and Contacts in your CRM. The unique key is the Lead Id. The person is linked to the Company object with the External Company Id as a unique key. A link with the Opportunity object is made from the Person via a background object called Opportunity Role. It has a unique key called External Opportunity Id and can also be directly associated with the Company. The fourth main element in Marketo is the Activities table, logically associated with the Person. Via the API you can also access individual Programs and Assets. You can add multiple Custom Objects and Custom Activities to accomodate other data sets like transactional data. I hope this gives you a good start. Kind regards, Katja

Katja_Keesom · ‎05-27-2021

Looks promising @Michael_Florin , thank you!

Katja_Keesom · ‎05-26-2021

Hi all, Just wondering whether any of you have tried to achieve this. I had someone ask me whether it is possible to customize Marketo's UI to the company's own colour codes to make new users feel more "at home" in the platform. I know some customizations can be done with plugins, but has anyone ever tried e.g. changing the colour of the menu bar in a scalable manner? We're talking about the new UI. Any thoughts are appreciated! Thanks, Katja

Katja_Keesom · ‎05-25-2021

Without knowing a little more about your scenario, the issue could well be with the fact that the two entry methods have a different unique key. Records coming from SFDC are matched by their unique SFDC id, but a list upload will use email address as the unique key. This means that the scenario where the SFDC record exists first will work fine, as the list upload will recognize the existing record and update it. The other way around however will cause issues, because the SFDC sync will not recognize the preexisting record from the list upload (as it has no SFDC id listed). What the best way would be to manage this depends on a lot of things, like the amount of duplicates and your internal processes (and to what extent you can change these). It ranges from a manual cleanup to a redesign of your process to software that can automatically manage these flows for you.

Katja_Keesom · ‎05-25-2021

Hi Emily, Is the program you are trying to clone referencing anything else within your workspace? Think of references in smart lists and flow steps. Even the slightest reference outside your program (or from outside your program referring to something within your program) will cause the clone to fail. Kind regards, Katja

Katja_Keesom · ‎05-24-2021

Agreed. My question would be how many emails you would be looking to send after the monitored interaction. Not sure an engagement program is the answer her, unless you run the Add to Engagement Program based on that timing. You could send a separate "welcome" email on the day you add the person to the EP and then let the cadence of the EP take over after that. But it all depends on the use case. A simple Default program might also do the trick if the number of content pieces is limited.

Katja_Keesom · ‎05-24-2021

That's why I have seen examples of unsubscribe pages where the email address is only shown as a token, but not included on the form to populate (it would be there as a hidden field of course). That way, you really ensure only the person clicking the link in the email will be able to unsubscribe. I totally agree with all the comments here that adding MFA to an unsubscribe makes for a horrible customer experience and in some countries would actually be seen to go against privacy regulations.

Katja_Keesom · ‎05-20-2021

Hi IC, You can not import fields from one instance to another. If your new instance has not been touched yet, you could indeed do an instance copy and that will copy the custom fields you created, achieving the desired result. It would however also copy over all your existing programs and assets, so I would advise to clean your old instance up before starting the copy. When you do an instance copy, any native integration is not copied along though, so you would need to set up your connection in the new Marketo instance from scratch. The fact that there is a native integration in your old instance will not prevent you from making the instance copy, so it should work if you set the connection up again manually. Katja

Katja_Keesom · ‎05-19-2021

When you go to the specific email, there is a tab called "Used by" which will show you which smart campaigns reference it.

Katja_Keesom · ‎05-18-2021

IMO there is no correct answer here. With the method you describe you will get granular and detailed information, but only for those records where the activity was actually recognized and stamped on the person's record. Do bear in mind when downloading this data that it will contain personal data and should therefore be handled according to data privacy regulations. With the inbuilt Email Performance report, you will get the overall numbers only, that is true. But it also has some logic applied that will give you a more complete picture. If, for instance, a click is registered but for the same person no open was registered, the Email Performance report will include this person also in the Opens count. So in essence, they are two completely different ways of reporting and it depends on your use case which one is the more suitable.

Katja_Keesom · ‎05-18-2021

Hi Kristal, The is not simply about the unsubscribes, your entire stats are way different. In the email performance report the email was sent out appr. twice compared to your EP report. That makes me think that the engagement program is probably not the only source triggering the email to be sent out. Any sends of this email that were not triggered by the EP stream will appear in your email performance report, but not in your EP report. Kind regards, Katja

Katja_Keesom · ‎05-16-2021

In addition to @Balkar_Singh 's check, are the two reports set to display different periods by any chance?

Katja_Keesom · ‎05-16-2021

The key is in the phrase "the email". 10% of your audience will receive the A/B test and therefore half of that group will receive Email A and the other half Email B. So saying all of them will receive "the email" is inaccurate.

Katja_Keesom · ‎05-13-2021

Did you actually send the email address to yourself as a real email send? The link tracking doesn't work with sample emails...

Katja_Keesom · ‎05-13-2021

Thinking along those lines you end up with the Marketo system fields Acquisition Program and Acquisition Date, which represent the program responsible for adding the name to your database and obviously the date and time that happened. In some situations these are stamped automatically, but I would recommend setting up your example programs to always ensure to stamp them whenever your program collects a new name.

Katja_Keesom · ‎05-11-2021

I would have broken up this process in several smart campaigns, each one requesting the next one after the wait step. That makes it easier to create different entry points. Depending on when you first started running this process you could redesign your process in this way and then set up separate processes to say "If member of original smart campaign and not was sent email x > request campaign for email x". This will only reliably work though if your original email sends were no more than 90 days ago.

Katja_Keesom · ‎05-10-2021

Hi Michelle, Retrospectively looking for an activity is going to be a tricky thing, especially because quite a few high volume activities have a retention period of 90 days. All other activities only stay in the system for 25 months. So looking back is always going to be an incomplete exercise. When you want to capture the timestamp it becomes even more tricky. In my opinion the only way to be able to provide a timestamp on a person's first 'meaningful' interaction reliably is to stamp it when it happens. So you create a field "first meaningful interaction" and you set up a smart campaign to stamp it with a date and time when that interaction happens.

Katja_Keesom · ‎05-10-2021

Took part in writing the latest exam and along with the rest of the team we did everything we could to avoid questions like this. Hopefully you'll find a lot less frustrating questions like this next time around.

Katja_Keesom · ‎05-09-2021

There is a program status called 'Not in program'. Changing the program status to that will effectively remove them from the program. But as Mariah said, that would not be a recommended step in the situation described.

Katja_Keesom · ‎05-09-2021

Hi Nancy, No, MSI will not magically appear when you sync Marketo. It is a separate package that needs to be installed in Salesforce. What will work with the Marketo package installed is synchronising data on your leads, new leads being sent from Marketo and campaign synchronisation, depending on the settings of your integration. Kind regards, Katja

Katja_Keesom · ‎05-09-2021

And after updating the templates you approved the drafts again? That is an important step to make sure the changes in your template do propagate to the emails if at all possible.

Katja_Keesom · ‎05-06-2021

Also true. I would actually investigate something like this for each step: If previous email bounced, remove from flow entirely. Send next email with choices: If previous email was delivered, send next email. If not, try previous email again. For email 3 and 4 you would also want to factor in a remove from flow if email 1 was not delivered after two attempts.

Katja_Keesom · ‎05-05-2021

True. Unfortunately you cannot filter on the ones that were not sent for that reason (even though it is logged as an activity). I can imagine some work arounds but they do feel clunky.

Katja_Keesom · ‎05-04-2021

Just a quick addition to make it work: If you add a choice to step 6 to say If Email Was Delivered, specifying your first email to send and set the Default to Do Nothing it would work as you describe. And of course you can do that for all of the following Send Email flow steps to ensure the previous email was actually delivered. I would opt for Delivered rather than Email Was Sent, as it gives you more certainty the email actually reached the recipient.

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