Katja_Keesom
Level 5
Netherlands
Sr. MarTech Consultant
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11-16-2020
10:13 PM
1 Like
I don't have any experience with those, but TwentyThree has a webinar solution that offers quite a high degree of director-style features with which you can control just that: https://www.twentythree.net/webinars
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11-16-2020
07:47 AM
As far as I am aware there is no direct integration between the two. So you would need a middleware tool to connect the two and set up custom activities through the middleware.
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11-16-2020
07:43 AM
When you use smart campaigns like that, technically you do not need an arrow in your model for every permutation. So for skips on the success path I think you can do without the extra clutter in your diagram. That being said, I would try to visualize possible detours as accurately as possible without going spaghetti-diagram.
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11-16-2020
03:38 AM
1 Like
There's no standard out of the box filter for "has cookie". However, there are some interesting ways of highlighting people who have been cookied. First of all, of course web visit activities are logged in the person's activity log. Setting a filter on "visited web page" including all pages you cookied would be a good start. However, these activities are only kept for 90 days. To get around this, the elegant solution would be to create an interesting moment for these web visits. Alternatively, you could introduce a "web visit" score field. And there are several more options.
This thread from a while back actually has some interesting considerations from several participants: https://nation.marketo.com/t5/Product-Discussions/How-do-I-know-if-a-lead-has-been-cookied/td-p/80567
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11-15-2020
10:12 PM
1 Like
I tend to manage transitions with an Operational program, using smart campaigns to define each possible set of transitions. That way you can define rules for "any previous stage" to MQL as a single smart campaign. Using the operational program also ensures your different flows and rules are a little easier to see and manage.
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11-12-2020
10:24 PM
1 Like
It would actually, if you choose the "skip new leads and updates" option.
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11-12-2020
01:41 AM
In addition to the remarks from @SanfordWhiteman , also take into account that some countries require a double opt-in rather than a single opt-in.
So your first job is to find out / formulate your company policy for which rules you apply where based on the legal requirements, then set up your fields in Marketo to capture the required field values for each scenario and how to present those on your preference center page is actually the least of your worries. Visibility rules are indeed the easiest fix for the use case you provided, but based on your policy you may need to implement more than that.
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11-11-2020
10:15 PM
The trick here is that you do not set up your registration page in Zoom. You set up your Webinar program in Marketo to link with the ID of the specific webinar. You have to make sure that, when a person registers, they are updated to Program Status Registered in Marketo. That is the trigger for the lead to be synced to your Zoom webinar as registrant and a personalized webinar url to be returned from Zoom to Marketo.
Although the sync of the person should also trigger your confirmation email in Zoom, I would actually suggest to move that process step to Marketo as well. As Zoom will feed back the personal webinar url for the person who registered, you can run your entire communication through Marketo, controlling your branding and email responses much better than from Zoom. I would run a quick test to assess how long it takes for the webinar url to be returned, so you can make sure you send the confirmation email once you are sure you have that back in Marketo.
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11-11-2020
07:52 AM
1 Like
In the Admin section, under Integrations > Salesforce there are two tabs (Sync Status and Sync Errors). In addition, sync errors will give you a notification with a good level of detail to be able to troubleshoot the error.
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11-09-2020
02:34 AM
3 Likes
Only downside to this solution is that all these people will be paused for ALL (non-operational) emails, so not just your nurture programs. Might be a little too big a hammer depending on what else runs in the instance. That being said, I do not see any option to do it any other way without doing it at program level.
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11-08-2020
10:35 PM
Wow, I was overcomplicating again. Clean and effective.
Thank you!
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11-08-2020
10:24 PM
1 Like
I'd be really interested to get involved too. Have a use case that would be great to include.
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11-06-2020
06:03 AM
I just knew there had to be a @SanfordWhiteman post out there somewhere that would help, and indeed!
Got there most of the way with the solution in this post: https://nation.marketo.com/t5/Product-Discussions/How-do-I-modify-the-date-format-for-a-token-using-Velocity/td-p/100308
Now just looking for a way to represent the MMMM in nl_NL locale so it shows the Dutch version of "January".
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11-06-2020
04:57 AM
I have an existing lead field that contains the value for a specific month, presented as YYYY-MM.
From this, I want to set up a script token that only returns the value for the month, irrespective of which year is indicated. I have the section of script to translate the MM value into "January", but I am struggling to strip the year indicator from the original value.
I looked into substring and truncate options, but have not found a working solution.
Does anyone have a suggestion?
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- Tags:
- velocity
11-04-2020
10:43 PM
3 Likes
That would indeed work, but only achieve an approximation of 300 a week at best.
A similar way, but with a higher level of accuracy is to split your list into a series of 26/27 static lists at the start (which you can do with the random samples quite well as your main list does not change in size) and then set up a smart campaign with alternating wait steps and add to engagement program steps, where the add to engagement program steps take the next consecutive static part-list every time.
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11-04-2020
10:32 PM
2 Likes
One exception to your statement: An operational email will still not be sent to an email that has been marked invalid.
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11-04-2020
09:05 AM
Well thought out!
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11-03-2020
10:29 PM
Yep, that's the way I see it too. For any time reference Marketo will look back / forward from the moment you run the query, so 1 day and 24 hours would give you the exact same result.
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11-02-2020
10:46 PM
@Rachel_Noble is absolutely right. Without the other requested screenshots we really cannot help you find the source of the problem. Please provide the other views and then we can help you get to the heart of the issue. If you have a reason not to, all we can do is ask some questions for you to verify:
As the default stream did go out the Engagement Program is turned on and the default stream has a schedule set. What about the schedule for your second stream?
Is your content simply emails or content programs? If content programs, could there be a filter in your smart campaign that has disqualified all?
Have you checked the cadence for the people in your second stream? Are they set to paused?
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11-02-2020
10:31 PM
First of all, yes your understanding is correct. The Engagement Program remembers who has been sent to which content program and will not send the same person to the same program again. In addition, the Engagement Program will recognize members of those content programs and will not send a person to a content program they are already member of.
@brandy_witte provides an interesting alternative solution by removing your audience from the Engagement Program and requalifying them. That may actually work, but would almost certainly also remove the history of those people in the Engagement Program (which is kind of the point to overcome this issue, but also distorts your EP reporting).
The second alternative is indeed to set up a new range of content programs and moving your email assets from the old to the new in order to try and retain your reporting history at least at the email level. In this scenario it is important to ensure the people who received the content before are properly added as members of the new program with the correct status to also retain your reporting at content program level and ensure the Engagement Program will skip that particular email in the upcoming casts.
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11-01-2020
10:25 PM
Some really simple use cases for being able to do basic calculations and comparisons:
Person score = Behaviour score + demographic score
Send MQL on data value change IF New value > old value
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10-30-2020
08:35 AM
I would add some program success statuses, especially for attending an event or webinar. In some setups Sales users can add a person to an event as registered, so that would not automatically link to an activity registered in Marketo. Also, I would think twice about whether you want to include Opened Email in a list like this. As some email clients automatically download the images and generate an Email Open for Marketo, that is not really a reliable indicator of human interaction.
As a final additional thought, also consider how this relate to your CRM and any activities logged there. It is good practice to align these database cleanup activities between the two.
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10-29-2020
07:26 AM
That makes sense if the system was still processing your additions. Looks like the audience for your cast was determined while your adding members process was still processing.
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10-29-2020
04:29 AM
I'm afraid this is not enough information to help you trouble shoot. You would need to provide a bit more input. Did you check the Engagement Program is switched on? Did you check the smart campaign adding your people to the program, which stream did you add them to? As a first thought adding them five minutes before the actual cast does sound like cutting it quite fine by the way. Can you see the people you added as members in their respective streams now?
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10-28-2020
11:16 PM
I would log a case with Support.
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10-27-2020
11:02 PM
1 Like
Indeed, that's the one.
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10-27-2020
09:59 AM
Interesting point. Only proves that it is extremely difficult to really catch the right people. I'm starting to warm up to your suggestion to exclude email clicks from scoring and success attribution alltogether.
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10-27-2020
09:56 AM
The filter is they are NOT in the program WITH a success status, so they can be in the program WITHOUT a success status. So your outcome will give all people who are not in any program at all or are in programs where they did not reach success. If you only want the people who are actually a member of at least one program but did not engage, you can add that as a second filter simply stating Member of Program is true (any program).
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10-27-2020
09:52 AM
1 Like
@Balkar_Singh makes a good point. Lead scoring does in essence not work retrospectively and would require some preparation work to set up correctly. So for a quick fix I would go with his solution.
How lead scoring works is:
Marketo comes with a standard scoring field calles Person/Lead Score.
Typically you would add two custom fields with type Score for Behavioural and Demographic scoring. Behavioural keeps track of the amount of engagement for each person, demographic scoring is an indication of how well the person fits with your Ideal Customer profile based on job title, industry and indicators like that.
In order to come to an appropriate scoring model you would need to work with Sales to allocate points to each type of interaction / demographic attribute.
Once you know what each data point is worth, you set up an operational program in Marketo with smart campaigns that respond to each interaction you identified and you add / subtract points on your scoring fields based on the agreed corrresponding values.
As you can see, not something to do overnight. You can find a lot more detailed information in this guide: https://www.marketo.com/definitive-guides/lead-scoring/
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10-27-2020
05:57 AM
1 Like
In addition, you could use a behavioural score field to track engagement levels so people with the highest score are your most engaged audience. You can prevent "old" engagement data polluting that list by including a score decay for people who have gone inactive.
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| Date Registered | 09-19-2019 01:53 AM |
| Date Last Visited | 7 hours ago |
| Total Messages Posted | 153 |
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