Jep_Castelein2

Jep_Castelein2 · ‎09-24-2021

It's my experience that if you assign the Program ID to a Velocity variable in the email itself, it's not available in the context of Email Script Tokens and vice versa. However, as long as you don't need Custom Object or Opportunity Data, you can just write your entire Email Script in the Email Template. Surprisingly enough, it doesn't have to be in an Email Script token. In Sanford's blog post, he puts it in the "Unsubscribe HTML" area. I have never tested whether Velocity variables defined there are indeed available in Email Script Tokens.

Jep_Castelein2 · ‎05-26-2021

Thanks Jay, this worked for me. I also had to prefill a multi-select field with multiple checkboxes and found out that this can be handled as a regular field, since the data is stored as a semicolon separated string in a TextArea field.

Jep_Castelein2 · ‎10-11-2019

Small correction: "30 form posts per minute per IP", not per second

Jep_Castelein2 · ‎09-10-2019

How about setting disableClickDelay to True? Since it doesn't wait 350ms to track clicks, that should certainly help a bit. This is where this setting is documented: https://developers.marketo.com/javascript-api/lead-tracking/configuration/

Jep_Castelein2 · ‎07-12-2019

Yun Bai‌ no issues, other than that records without Company or Last Name will not sync and you'll need to create a Smart Campaign as Gregoire suggested to 're-sync' those records once the missing data is filled in. To make it more sophisticated, you could even exclude records with blank Company/Last Name from your main "Sync to SFDC" Smart Campaign by adding filters, to avoid getting an SFDC error in the first place. Then later - when both fields are populated - you can sync at that time using a different Smart Campaign: smart list : trigger : data value changes. Attribute: company, new value is not empty trigger : data value changes. Attribute: last name, , new value is not empty filter: SFDC Type is empty filter: Company is not empty filter: Last Name is not empty flow step: sync lead to SFDC schedule run every 1 hour/day

Jep_Castelein2 · ‎07-12-2019

As an alternative, consider adding a "clean Account name" custom field in SFDC, which is populated with a Workflow or Custom Trigger, then syncs to Marketo. Velocity scripting will cause your email to take at least 3 times longer to go out. Not a problem with 10k records, but starts being noticeable if you email more than 100K people. Calculating in SFDC is just a one-time computation and a one-time sync to Marketo. After that, it only has to be updated when the Account Name changes (which should be rarely).

Jep_Castelein2 · ‎07-12-2019

Aaron Startkston‌ the lookupField should default to 'email' if not set. That should not be different across Marketo instances.

Jep_Castelein2 · ‎07-11-2019

You cannot see them without linking to a Lead record.

Jep_Castelein2 · ‎07-11-2019

This error wouldn't be related to the fields. Likely, there is an issue with the payload. Have you specified the lookupField? Is your action 'updateOnly'? In the payload, are there any leading or trailing spaces? Any special characters that could cause encoding issues (like '+')? I would also double-check that you are connecting to the correct Marketo instance (I assume so, but just in case).

Jep_Castelein2 · ‎06-28-2019

Diego Lineros‌ you can create a Token for each Language, then using dynamic content in the footer area to pull in the right Token.

Jep_Castelein2 · ‎06-26-2019

This appears to be related to a managed package from roundCause Giving: http://roundcorner.screenstepslive.com/s/roundCause_Documentation/m/8404/c/52649. Based on the error message, it appears to be related to a Contact update, not to an "Add to Campaign" event.

Jep_Castelein2 · ‎06-26-2019

You can however use the regular "Get Activities" API and pass in a List ID. Just create a Smart Campaign in each Partition that adds all Person records in that Partition to a designated Static List.

Jep_Castelein2 · ‎06-26-2019

Sanford's approach uses the primaryAttributeValue, assuming the Email lives inside the Program and assuming there are no periods in the Program or Email name. You can also consider this approach: https://nation.marketo.com/thread/50537-api-questions-engagement-programs-activity

Jep_Castelein2 · ‎06-26-2019

Unfortunately there is nothing that can be done about that limitation: the 10Mb limit is hard. If you are going the custom route, maybe upload files > 10Mb to a public S3 bucket (or other file hosting service) and save the URL in a Marketo Program Token or "My Token" on a Marketing Activities Folder?

Jep_Castelein2 · ‎06-25-2019

The maximum file size for file uploads via the REST API is 10 Mb. So unfortunately you will have to upload those files manually via the UI. Files up to 10 Mb should upload with no issue.

Jep_Castelein2 · ‎06-25-2019

Chris Wilcox Yes, it is disappointing that this feature doesn't work in Sales Insight. I do believe it's also possible to create a JavaScript button on the Lightning List view, but honestly I don't have that working myself yet. After I left Marketo I have been working on a customizable solution for "Sales Insight"-like features, but then more flexible and fully Lightning compatible. A lot of Marketo customers are struggling with the standard Sales Insight, and it's really hard and often impossible to customize it. My goal is to provide a good solution to those customers.

Jep_Castelein2 · ‎06-21-2019

Not true. You can still send individual emails. However, in Classic you could send up to 200 emails at a time from the List view: that doesn't work with Sales Insight on Lightning. See the list of limitations on the bottom of this page: https://docs.marketo.com/display/public/DOCS/Salesforce+Lightning+Experience#SalesforceLightningExperience-UnsupportedFeatures

Jep_Castelein2 · ‎06-21-2019

The fastest solution is to recreated it with a different API name, but same Display Name. However, it is supposed to be permanently deleted, so - if you have a bit more time - I would open a support ticket so one of the support engineers can investigate.

Jep_Castelein2 · ‎06-21-2019

If you just want to see which records were added to the List in a particular time frame, you can create a Smart List with the "Was Added to List" filter and specify a time frame. If you want to see the dates when records were added to the list, you'll need to extract the activities via the REST API and then report on them in an external tool (Excel, Tableau, etc.). The API will give you all "Add to List" activities for all Lists, so you need to filter them for the specific List that you're interested in. In Excel you could create a pivot table to do a lot of this analysis.

Jep_Castelein2 · ‎06-21-2019

Hard to answer that without seeing the setup. I would open a support ticket.

Jep_Castelein2 · ‎06-20-2019

"it will be like it never existed", to paraphrase the "Delete Program" message. Not exactly sure what the background is of your question, but when Marketo shuts down an instance, it is not available anymore in any way: you can't login, landing pages and forms are offline, images & files cannot be reached anymore, etc. I believe a backup may be kept for a little while, but for all intents and purposes, consider it deleted.

Jep_Castelein2 · ‎06-20-2019

I assume each business unit has its own folder in the tree in Marketing Activities? If that's the case, you could put a "My Token" on each top-level folder for each BU, which contains the HTML of the footer. The Program Token will cascade down to the Program. The folder that contains the Program Template also needs to have the same "My Token". It needs to be on the Folder, not on the Program, because a Token on the Program overrides a token on the Folder, and in this case we want to Footer specified in the new folder.

Jep_Castelein2 · ‎06-20-2019

I don't think that's an automated process. You need to create a Smart Campaign to make people members on Email Click (and exclude the unsubscribe link, if any). Of course, the first question may be whether you need them to be members for an operational email.

Jep_Castelein2 · ‎06-19-2019

Hi Viki, I have seen that it sometimes skips a particular node, is that what you are seeing also? My workaround is to run it again, specifying the ID of that folder as the root. The output you are getting is a Python object, since you are using the Python library. Use json.dumps() to get JSON.

Jep_Castelein2 · ‎06-19-2019

Just keep in mind that there is a limit to how many Munchkin calls Marketo can handle. I think it's about a million calls per day (usually equates to page views). For most B2B websites this is not a problem. However, for high-volume websites (like Adobe.com), you may get close to the limit. If you enable the Munchkin API, you may increase this volume of calls and surpass the limit. I'm not exactly sure how Intercom is using this, if it's low volume it shouldn't matter much.

Jep_Castelein2 · ‎06-19-2019

It will show the scores that you have configured for the Stars and Flames. I assume you "Lead Score" tied to Stars and "Behavioral Score" tied to Flames. However, for people who have a Demographic Score this view will be much less redundant because their total Lead Score will be different from their Behavioral Score. It is true that Sales Insight is not very configurable by the way. I've heard of lots of customers running into this.

Jep_Castelein2 · ‎06-19-2019

Through the drop-down on the top right they can choose "view in Marketo" to see a read-only copy of the full Activity Log. I realize that may be too much information, but it will certainly include every score change. Have you figured out how the number of Score changes on the Score tab are limited? Is it by date, or by a number of lines? Also, I don't recall myself, but I assume there is no 'next' button?

Jep_Castelein2 · ‎05-30-2019

HI Suganya, I would start with the "reference architecture" documents: https://developers.marketo.com/rest-api/reference-architectures/

Jep_Castelein2 · ‎05-29-2019

You probably want to open a support ticket so they can review how you've set up these Email Programs.

Jep_Castelein2 · ‎05-29-2019

Great solution Grégoire! To add to that: when someone reached 'success' in one of those subprograms, it will be skipped in the Stream of the Engagement Program, even though they never received the email. So once they download the asset, make them a member of the corresponding subprogram with a 'success' status and that subprogram will be skipped in the stream. Modifying the Smart Campaign is then optional.

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