Veronica_Holme4

Veronica_Holme4 · ‎04-07-2019

Hi - have you enabled the new field in Marketo? When you want to see a new field in Marketo that is coming from Dynamics you do need to go into the Dynamics sync and tell Marketo to sync to that new field. Ensure you have followed the instructions in the "Select fields to Sync". Step 3 of 3: Connect Microsoft Dynamics with Marketo (Online) - Marketo Docs - Product Documentation

Veronica_Holme4 · ‎04-04-2019

I can't agree enough with what Grace has very eloquently said. Marketo is an advanced tool, it does a vast number of things beyond send email, and is used by a great many users in many complex ways. Design is something that is so incredibly specific to an organisation that I doubt more than 5 percent of their users would ever use an overly-complex out of the box template even if they did develop one. Also +1 to recommendations for Knak. I have put many of my clients onto it.

Veronica_Holme4 · ‎04-04-2019

Donna - the administrators are most likely looking at the Marketo Audit Trail which logs actions that individual users take. You cannot see it unless you are an admin, however, you could ask the admins to export the log so you can see it, or take a screenshot of the item that shows you made the change in order to see what Marketo is telling them.

Veronica_Holme4 · ‎04-03-2019

Use Courtney's suggestion here, she's the best at this

Veronica_Holme4 · ‎04-03-2019

Hey Olya - OK cool you're in my patch For just 1-way event reminders I've had lots of good experience with ClickSend - they have nice pricing models, easy set up, and I've built a step by step guide to their service that turns set up into a ten-minute exercise that I'm happy to share if you need it. Modica worked well, for similar reasons. SMS burst again, not bad but i bit pricier. Since you're doing event reminders all these will work well. If you'd like to graduate to 2-way SMS 9allow responses and actions based on them) both Hoosh and Resolution Marketing Services in Australia have good consulting/services around this but it takes a fair bit more effort and cost to operate.

Veronica_Holme4 · ‎03-31-2019

Olya - can you let people know where you are located? There's no way to suggest an SMS solution without that information. The info people would give you in the US is entirely different to what I would give you in Australia due to the nature of carriers/providers. I have used the Hoosh solution, it's a bit fiddly but mostly solid, but it works off specific use cases and doesn't cover all scenarios. Again, it'd be better if you gave a bit more information on what you're trying to do.

Veronica_Holme4 · ‎03-28-2019

Oh yuck! I hadn't encountered that issue. Thanks for the heads up.

Veronica_Holme4 · ‎03-27-2019

Since this isn't the batch conversion issue and Justin has correctly identified (I've seen that one too) I feel like we are back to perhaps a non-standard conversion process in Salesforce we need to identify. If Marketo can't see the lead through it's conversion to a contact (even for a little while) it will believe it needs to create a new record, which turns out to be a duplicate. I've worked with literally hundreds of synced instances, and every time I have seen this issue it has turned out to be a non-standard conversion process, a permissions issue with the Marketo sync user, or something else that means Marketo loses track of the original lead on conversion. The fix is always in Salesforce. We just need to nail it down.

Veronica_Holme4 · ‎03-27-2019

Hi Victoria - this thread has been marked as answered so most people won't come in here. Recommend you push this to a new thread. Support can usually do a refresh on a program or asset in the back end to free this up. I'd recommend you log a ticket. I've had them fix this issue multiple times.

Veronica_Holme4 · ‎03-27-2019

It's really difficult to assist without being able to see the instance... I assume you are using SFDC Contact record types to define Student versus Booker? Is there any chance you have a junction object between Contact and Student Programme to manage a one to many or many to many relationship going on? Can you give us a bit more details on your object setup? Would you be willing to show a screenshot of your custom object list as it appears in Marketo to help with troubleshooting?

Veronica_Holme4 · ‎03-27-2019

Yes - good thinking. I was actually wondering if a product-type value being updated when someone shows interest in a new product might be te way to go, then you could perhaps run one nurture and use segmentation to drive the correct content dynamically. It's another thought process to consider.

Veronica_Holme4 · ‎03-26-2019

You're 100% sure that when you converted the lead in Salesforce you didn't convert INTO an existing Contact in the Account? That's a merge.

Veronica_Holme4 · ‎03-26-2019

Remember that Marketo only syncs records that have changed since the last sync. If some people have values updated in that field but not others, that sounds like those contacts/leads haven't been updated (their systemmodstamp) modified in SFDC a while, so their data hasn't completely synced with Marketo. If you are concerned this is an issue, force a record update across all those records which have failed to sync in Salesforce which will force their resync to Marketo.

Veronica_Holme4 · ‎03-26-2019

There are quite a lot of differences between the two. From your list: - Interesting Moments are in both (feature of Marketo Sales Insight) - Stars and flames - yes (feature of Marketo Sales Insight) - Activities and Tasks mean the same thing - and yes this is available - Send Marketo email - yes (again, feature of Marketo Sales Insight) Biggest caveat from your list is campaigns - Marketo still has no support for MS Dynamics campaigns. It's apparently roadmapped. There are some folks on here who have extensive experience with MS Dynamics sync limitations, but there's also a whole bunch of threads on it too so have a good search...

Veronica_Holme4 · ‎03-24-2019

"Lead 1 lives in Partition X and Partition Y" Well - that's not possible. If what you're saying is "Lead 1 lives in Partition X and Lead 2 (with same email address) lives in Partition Y", then they are entirely different records and will not have anything to do with each other, so using those custom Unsubscribe fields will never update both. Only the out of the box Unsubscribe field updates the unsub value across records with the same email address in the same instance. You have to treat each record as a completely unique individual in this scenario, even if they are the same person and kept as deliberate duplicates.

Veronica_Holme4 · ‎03-18-2019

Hi Ronn This is not going to an easy fix, because Marketo doesn't do "priority" well, but the best way I've found to do this is to have a controlling program that acts like an old fashioned "traffic cop" to push people in and out of nurtures. The trick though is you need to understand your rules. Is it the most recent product they've signed for that you want them to receive nurture emails for? Is it the one they're most interested in? (Then you have to go down the product scoring route Floyd mentioned above") Does Sales overrule Marketing? Whatever the rule is, only you can decide it. Then you set up a centralised default program sitting above your nurtures that controls the flow in and out (and by out you know I mean pause). So, smart campaigns that check whether somebody is already a member of one of the other 5 nurtures, if so, pause them in that nurture and put them in this one. If you don't want to go down that road and all you're worried about is people getting nurture emails on the same day, set your cadence for difference days for your nurture. Or use communication limits to handle the volume.

Veronica_Holme4 · ‎03-14-2019

In terms of using Marketo professional services, I think that you should connect with someone in the services partner world before attempting this. Yes the sync itself is easy, but if you have been using Marketo standalone for quite some time and are now looking to sync with Salesforce, there's some complexities in terms of what duplicate fields and data you can expect to see that you may wish to talk through with someone who has done this many times before. Even if you just work with someone upfront to give you technical and strategic advice and warn you what to expect, I think this will serve you well in the long run.

Veronica_Holme4 · ‎03-14-2019

This is easily solved with jason's point 2 above - ensure that your Lead/Contact field mapping for lead conversion is correct before syncing Marketo.

Veronica_Holme4 · ‎03-12-2019

Hi Colin - instead of appending to a post from years ago, you've got a better chance of getting an answer to your question if you started a new thread.

Veronica_Holme4 · ‎03-12-2019

Yeah your issue isn't going to be how to resync them, as Josh says that'll happen as soon as the record gets updated again in SFDC. Your issue is going to be ONLY resyncing them if they meet a certain criteria. That'll take some more work.

Veronica_Holme4 · ‎03-12-2019

Hi Ashley. There is no restriction in Marketo on selecting operational email in the "clicked link in email" smart list filter. You need to look for another reason why the operational email isn't showing up for selection in the filter, for instance: - email asset not approved - you're running an A/B test on the operational email - you're inside an email program trying to select an asset outside of it... Try looking for other causes.

Veronica_Holme4 · ‎03-12-2019

Yes. Marketo should be able to recognise Master > Detail and Lookup relationships.

Veronica_Holme4 · ‎03-07-2019

I have seen it done, but it involved complex work with the Asset API, and I don't think anybody was really that happy with it. Sugar simply does not have Marketo Sales Insight capabilities. That feature you're describing is one of its most powerful features.

Veronica_Holme4 · ‎03-06-2019

Using "Hide from Marketo" is really not best practice - using the negative can seriously confuse things. You are better off building a "Sync to Marketo" field and marking the ones you DO wish to sync, not the ones you don't. Have a look at the full guidelines first before making any decisions on this, and have a good read of info on pages such as this. https://nation.marketo.com/community/product_and_support/blog/2017/05/14/instructions-for-creating-a-custom-sync-rule

Veronica_Holme4 · ‎03-06-2019

Your business has purchased either a one year or multi year subscription. At the end of your contract term your Customer Success Manager will reach out about renewal, and at that stage you can ask not to renew. If you know who your CSM is, they are the best person to reach out to and discuss options.

Veronica_Holme4 · ‎02-28-2019

That detail field only gets used for certain activity types, things like "Clicked link on webpage" to show what link they clicked. If there's no detail, it's because there's no detail programmed to show. Add to SFDC Campaign will show which SFDC campaign they were added to (the name of the SFDC campaign). There's no way to customise this feature further. V

Veronica_Holme4 · ‎02-28-2019

The engagement score is not calculated (reliably) until 48 hours after the send.

Veronica_Holme4 · ‎02-28-2019

Go straight to Marketo support with that one. If you have something where the Marketo software itself seems to be misbehaving, they are your best bet for figuring out why. You are correct, the image should have just been replaced.

Veronica_Holme4 · ‎02-28-2019

Rather than asking about a specific system, can you give us more ideas on the use case you are solving for? Assets is simply a repository for hosting files. You could use this in a similar way to the Marketo Design Studio and simply store and share your content from Assets and use it as external files when building LPs and Emails. But I'd be interested to know what you specifically wish to do.

Veronica_Holme4 · ‎02-26-2019

Honestly I think you've overcomplicated it for yourself choosing custom objects, and certainly made it harder for Marketo. A "partner" record type for accounts would have done the job just as well in terms of keeping these records away from your sales teams, and then you could have just used pretty standard Apex triggers in SFDC to auto convert the lead, and build some workflows for account matching. Custom objects are going to make this much harder.

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