Jep_Castelein2

Jep_Castelein2 · ‎05-29-2019

You can create a new Email using the REST API, full documentation here: https://developers.marketo.com/rest-api/assets/emails/ The most common process though is to put Program Tokens inside the email and populate the Program Tokens with new content via the API. Program Tokens docs: https://docs.marketo.com/display/public/DOCS/Understanding+My+Tokens+in+a+Program Program Tokens API: https://developers.marketo.com/rest-api/assets/tokens/

Jep_Castelein2 · ‎05-28-2019

Yeah, the UI works directly on the database. It doesn't use the REST API

Jep_Castelein2 · ‎05-28-2019

Yes, it is confusing. It all starts with the fact that there is no direct relationship between an Email and a Program, or a Smart Campaign and a Program. You have to infer based on the location in the folder structure. Email returns the folderValue (ID) and folderType ("Folder" or "Program"). If this type is Program, you have found your Program, but if the Email is inside a nested folder within the Program, you have to use the "Get Folder" API to find the parent folder and see if that is a Program, and so forth. Some customers use Programs inside Engagement Programs, with the Email being located in the nested Program: in that case you need to make sure you pick the correct Program when moving up the folder structure. If the 'deprecated' API call does what you need, I would definitely keep using it. It will not go away anytime soon.

Jep_Castelein2 · ‎05-28-2019

Yes, that's a valid concern. "loopback form post" is limited to 30 calls per minute, so that is being throttled also. I often use AWS API Gateway, which has an easy way to authorize and throttle calls, probably similar to what you are doing.

Jep_Castelein2 · ‎05-28-2019

I know it's not always easy to get sales to use their fancy CRM system in the right way, spreadsheets continue to be immensely appealing 🙂

Jep_Castelein2 · ‎05-28-2019

I have used the "loopback form post" since 2011 so it definitely works. On the bottom of this article is a screenshot with an example: https://nation.marketo.com/thread/26442 However, it is also fair to note that it has never been supported, so if you have any issues/questions, Marketo Support will not be able to help. Also, if the data center setup ever changes, it may stop working. Alternatively, you can use the "Associate Lead" REST API, which is also a valid solution, but it would require the development of a "Proxy": the Webhook calls the Proxy, which then calls the Marketo REST API to do the association.

Jep_Castelein2 · ‎05-28-2019

You should populate that in SFDC, not in Marketo. Even if you managed the populate it in Marketo, it wouldn't sync back to SFDC and it would be blanked out again. Maybe ask the SFDC admin to upload it (with Demandtools or another kind of powertool) or ask the sales team to identify the Accounts in SFDC (by checking your field!) rather than in a Google Sheet.

Jep_Castelein2 · ‎05-28-2019

For activity type 6, the primaryAttributeValueId should contain the ID of the Email. I assume that Email lives inside the Engagement Program, so that way you can look it up. Since the Smart Campaign in an Engagement Program is embedded (= Hidden), that is probably not a good way to get to the Program. I assume for regular emails you are looking at the Campaign Name and then determining the Program name by looking at everything before the period?

Jep_Castelein2 · ‎05-28-2019

Also, you could consider using https://github.com/jepcastelein/marketo-rest-python/, which abstracts away a lot of the API details.

Jep_Castelein2 · ‎05-28-2019

Not sure I fully understand your requirements. Since Marketo is synced with SFDC, I assume Accounts are managed in SFDC. But you upload your Target Accounts in Marketo, and then want to sync them back to SFDC? Wouldn't it be easier to create that "Target Account" custom field on the Account object in SFDC and sync that field to Marketo (multi-value, as Sanford suggested)? Then all Contacts you add to that Account in the future (in SFDC) will automatically be identified in Marketo as people belonging to a Target Account for the particular year.

Jep_Castelein2 · ‎05-28-2019

This is absolutely possible, but it will require custom development. I have had several clients who enter a lot of metadata in the SFDC Campaign and would like some of that metadata reflected in the corresponding Marketo Program as Tags and Tokens. Rather than creating SFDC Campaign and Program separately and copying over the data, they are triggering the cloning of a Program from within SFDC. This greatly simplifies their campaign development workflow. This type of functionality builds upon the Marketo REST API, which allows you to programmatically clone Programs, set Tokens, activate/schedule Smart campaigns and so forth. While this would require a 'hook' in SFDC, like a "Create Marketo Program" button. This custom functionality doesn't necessarily have to run inside SFDC. One option is to develop an independent program that is called from SFDC through a callout (SFDC's version of a Webhook).

Jep_Castelein2 · ‎05-28-2019

I agree with Mark on webhook performance: if processing 50k records takes 4 hours, that is 3.5 seconds per record. You mention there are 5 webhooks. Generally, a webhook that performs reasonably well would respond in half a second. For 5 webhooks, that will already result in 2.5 seconds out of thee 3.5 seconds. And that assumes all webhooks perform well: it could be that one of your webhooks is the slow poke. To determine the response time, consider calling the Webhook with a tool like Postman. That shows the response time in milliseconds. There have been a lot of optimizations in trigger campaign performance, so while - generally speaking - batch campaigns will be faster, the difference isn't as big as it used to be. Then for "request campaign": there is overhead in putting a new trigger in the queue and waiting until it gets picked up. I would only use "request campaign" if it is not possible to put it in 1 Smart Campaign. But I don't think it's the primary cause of the slow performance you are seeing.

Jep_Castelein2 · ‎11-02-2018

It should work, but make sure to select the SFDC-synced record as the survivor (the checkbox in the purple table header). You shouldn't have to sync the Marketo-only record to SFDC, as Greg mentioned, merging 2 SFDC-synced records from within Marketo commonly fails.

Jep_Castelein2 · ‎11-02-2018

I'm not familiar with the PHP code, but it appears like you've set lookupField='id' instead of 'mktToken'. Therefore it makes 'id' required and interprets 'mktToken' as a regular field (which it isn't)

Jep_Castelein2 · ‎10-09-2018

Can't say much about this without call details, but I trust support can help with that. What I can say is that I've seen - with the Merge API - that a merge sometimes takes more than 180 seconds and then it gives a 604, however, the merge continues in the background and completes successfully. So if you would retry, it would say 'Lead not found' because the merge already took place. If you retry too soon (while the merge is ongoing, after timeout) it will give a 611 system error. However, there are very few API calls - other than Merge - that should take more than 180 seconds to complete, so this may not apply to your situation at all.

Jep_Castelein2 · ‎10-09-2018

Javier Sanchez I think you either want to "schedule campaign" for Batch Campaigns (multiple emails sent in batch) or "request campaign" if you want to send it to a single person. You may want to talk to your Marketo end user / power user, they will be able to explain the Marketo concepts.

Jep_Castelein2 · ‎10-08-2018

Hi Javier, there is no Create Smart Campaign API at this time. You can clone Programs though, then modify Program Tokens using the API (common use case).

Jep_Castelein2 · ‎09-20-2018

If you leave the Smart Campaign settings at "Run through the Flow Once" you can simply run the Smart Campaign that sends the email multiple times. The first time it will dedupe and only send 1 email. The second time it will send the email to the dupes (if there could be more than 2 records with the same email address, run it multiple times). Since a recurring schedule can only be once a day, running the Campaign a second (or third) time will probably be manual action.

Jep_Castelein2 · ‎07-25-2018

Not sure if it would be helpful for this specific use case, but Marketo Professional Services now offers a Data Transfer Hub managed service, which will automatically export Lead and/or Activity data as a delimited file (CSV) and put it on an SFTP server. This can be done on a schedule, usually it's done nightly. Then you can pick it up from the SFTP server and load it into a SQL database. I'm not too familiar with SSIS, but it appears there are 3rd party plug-ins available that support SFTP, so you could automate it that way.

Jep_Castelein2 · ‎03-08-2018

We did one many years ago using Boomi. It was complicated and often had issues (not necessarily due to Boomi though, just due to general complexity). I would recommend doing a one-directional integration, if possible. If you need bidirectional, for each field, choose which system will win instead of trying to handle conflicts with complicated rules. Finally, if you can automatically import/export CSV files instead of using APIs, that would simplify things too. Marketo Consulting generally wouldn't take on a completely custom Marketo-Oracle integration, but we do offer a CSV import/export service. Obviously, it is possible to do a fancy and full-featured integration, but it will take a lot of development time and someone who is familiar with the Siebel or Oracle on Demand APIs and architecture (and Marketo).

Jep_Castelein2 · ‎03-08-2018

For both Custom Objects and Opportunities you need to put all your criteria in one Smart List filter. As soon as you put 2 filters on the page, they may match different Custom Object records, rather than applying all constraints on a single Custom Object record.

Jep_Castelein2 · ‎03-01-2018

Greg, absolutely agree it can be further improved. Just wanted to clarify the answer to Roger's question whether he had to create 2 separate Custom Objects in SFDC. There is no need to do so, but it is true that the Custom Object will be forced to have two separate names in Marketo and therefore will have separate filters/triggers, leading to the need to use "OR" statements in Smart Lists.

Jep_Castelein2 · ‎03-01-2018

You can sync the same Custom Object twice, once via Lead, once via Contact, however, you will need to rename at least one of them because it will not accept two Custom Objects with the exact same name (also rename any parent objects, see below where I appended 'lead' and 'contact')

Jep_Castelein2 · ‎02-27-2018

Ah, my bad. Then the only option is to go into Field Management and check field-by-field whether it's mapped to an Account field in SFDC 😞

Jep_Castelein2 · ‎02-27-2018

Hi Juliane, fixing it "at the source" would be the best: it would involve changing the sequence of events so that the Marketo creates the record in SFDC, not an external process. However, fixing it "at the source' is not always possible or cost effective. You could consider using the "Marketo AutoMerge" solution as offered by Marketo Consulting. It will scan for duplicates every 5 minutes and merge the records with the SFDC-record being the surviving record. All field values and activity history are combined, in addition to combining List and Program Membership. If this would be of interest, please email services@marketo.com and mention AutoMerge.

Jep_Castelein2 · ‎02-27-2018

Marketo does not own Cvent, however, Vista Equity owns both Marketo and Cvent (and dozens of other SaaS companies). I can't comment on any product plans, since that's above my pay grade 🙂

Jep_Castelein2 · ‎02-27-2018

yes,it works with any type of landing page

Jep_Castelein2 · ‎02-27-2018

Faryal Ali I was expecting 'describe' to return more details, however, that is not the case. Instead, go to Admin > Field Management > Field Mapping (tab). All fields mapped to Object Type "Account" are not updateable if SFDC Type = "Contact". You can also export this list using the export button on the bottom of the page (to the left of the search box)

Jep_Castelein2 · ‎02-27-2018

not possible at this time, but it's certainly on my wish list also.

Jep_Castelein2 · ‎02-26-2018

1) as part of our new data retention policy, any activities (including custom activities) will be deleted after 2 years (or 25 months to be precise, see details Marketo Activities Data Retention Policy - Overview & FAQ ). Custom Activities as a feature is not deprecated. 2) it will be an add-on services offering, available for an additional fee. There are no details yet, because it's still being designed & developed. It is intended to store event-specific data, just like in your example.

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