Karan_Hari3

Karan_Hari3 · ‎06-17-2019

Hey Michael, Thanks! I got the issue resolved as mentioned in the above comments Best Always, Karan Hari

Karan_Hari3 · ‎06-12-2019

Hi Eoin, The images most certainly would need to be hosted on Marketo itself - in the design studio -> Images and files. Once this is done the new URL created for the image (Within Marketo) would need to be referenced. And ss far as I understand, the CSS files also would need to be re-done as per Marketo email editor coding practices. Best Always, Karan Hari

Karan_Hari3 · ‎06-12-2019

Bingo - Got it resolved. Basically, Since ours is a platinum partner sandbox instance, I had to get in touch with support Via launch-point help. They told that due to some error the "Workspaces" feature got removed. They re-instated it and ever thing is working fine now

Karan_Hari3 · ‎06-12-2019

Awesome tips Joe Reitz! Thanks for sharing.

Karan_Hari3 · ‎06-11-2019

Great Write up Sant Singh Rathaur! Best Always, Karan Hari

Karan_Hari3 · ‎06-08-2019

Hi Amit, Yes. Our's is not a standard subscription. Our's is a full blown sandbox with all the features. And as mentioned in the below snapshot, we currently do have workspaces and partitions created in our instance, and we were absolutely able to access it up untill a few months ago. Its strange to see only this feature disappear and all the other features being intact. Thanks anyways, I will reach out to my CSM to see whats wrong. Best Always, Karan Hari

Karan_Hari3 · ‎06-08-2019

Hey Chris, The funny part is we already do have work-spaces and partitions created in our instance (Snapshot Below) and I was able to access them just until a few months ago. I will reach out to my CSM and hopefully will get an answer soon Best Always, Karan Hari

Karan_Hari3 · ‎06-07-2019

Hello support team, I am creating a support ticket for an issue I am facing but it is automatically showing up under closed cases. The issue I am facing is I do not have the option to create workspaces and Partitions in my instance. I am the Admin for my instance and we need to create a new workspace and lead partition for one of our business units. I have created 2 cases for the same, but as soon as I create a case and click on submit, it is automatically showing up under closed cases. Additionally it is automatically changing the Priority level for the case. Below are the snapshot of the cases I created. Shouldn't the cases be showing under open cases till they are resolved, or even addressed? I do not have access to the support space, hence posting this here. Wold appreciate if some on from the support team could check on this Best Always, Karan Hari Marketo Support Knowledgebase‌ India Virtual User Group‌ Support‌

Karan_Hari3 · ‎06-06-2019

Most Welcome Sant! Best Always, Karan Hari

Karan_Hari3 · ‎06-05-2019

This is great! Thanks for the write up Gursimran Chandhoke! Best Always, Karan Hari

Karan_Hari3 · ‎06-03-2019

Hi Sant Singh Rathaur, If you are looking for general guidelines and resources to go through, I would recommend going through the Marketo product docs and the below discussions/URL's which has great insights on this topic! Marketo Product Docs - Workspaces and Person Partitions Implementing Partitions and Workspaces - Functionality Help Triggers Which Can Be Used Across Workspaces Using Workspaces and Lead Partitions in Marketo - Marketing Rockstar Guides Started using regional workspaces... now we want to add regional partitions I am sure there are lots of other great resources in the community about setting up workspaces & partitions, but the above URL's could be a good starting point. Best Always, Karan Hari

Karan_Hari3 · ‎05-23-2019

Sure Barry! You are most welcome . Best Always, Karan Hari

Karan_Hari3 · ‎05-22-2019

Hi Barry Dupont, You can create a Smart list with the following filter and restrict the time frame with the options given in the below snapshot. Have you tried defining a timeframe to see if that provides you the desired outcome? Best Always, Karan Hari

Karan_Hari3 · ‎05-22-2019

Hey , Great to know that your problem was resolved . Do you mind marking the answer that resolved your query as correct, so that the thread reflects as resolved in the community. Best Always, Karan Hari

Karan_Hari3 · ‎05-17-2019

Hi Nerea Eguia, I am sure it is not a role issue. If you are an admin, you would automatically have access to deleting assets and Admin also happens to be a system role. So I am sure the deleting rights would be there. Since the screenshot clearly says "Email.Test"says it is use, I am sure it has to be used some where for this error message to come up. Could you kindly provide me the screenshots in the below format (with the below highlighted details in the screen shot) Best Always, Karan Hari

Karan_Hari3 · ‎05-16-2019

Hi , In that case you can directly proceed to Step 2 given above - right click and delete the asset. Have you tried that? if it is not deleting what is the error message? could you maybe provide screen shots? Best Always, Karan Hari

Karan_Hari3 · ‎05-16-2019

Hi Nerea Eguia , Below is your answer Step 1 Right click on the asset that you want to delete and click on "Unapprove". When successfully unapproved, then the green check -> in the email should have disappeared Step 2 Right click on the email again and delete Step 3 Click Delete This will only delete the asset and not the program. The example referenced above is also an email program. Hope that helps! Best Always, Karan Hari

Karan_Hari3 · ‎05-14-2019

You are most welcome Danielle Chan Best Always, Karan Hari

Karan_Hari3 · ‎05-14-2019

Hi Danielle Chan, The answer to your question would be - Yes! The lead scoring flow set up in the above snapshots does look correct. - You can directly update the scores in the flow step like - +30, -30 etc, or you can use score tokens, defined at a program or a folder level (You can read more about My tokens here) and reference them in the flow step - as shown in the above snapshot. The second method (Using tokens) is more scalable and recommended. For example, if you wanted to change a particular score at a later point, all you would have to do is to update the score at a token level, rather than updating it in all individual flow steps where the particular score might have been used. You can also go through the Marketo product docs for tokens - Understanding My Tokens in a Program Hope that helps! Best Always, Karan Hari

Karan_Hari3 · ‎05-14-2019

Hey Amit Jain‌, If the situation reaches where one needs to contact Marketo, then Marketo support can directly "Delete" the fields from their end rather than having to merge them. As far as cleaning a custom field is concerned, if the field is relatively new and not extensively used, then it can directly be cleaned by checking references of where the field is used, in the field management, and then clear them out. Once this is done, then you can change the field type and re-use the field for any other desired goal or objective. Here is an article about changing field type - https://nation.marketo.com/blogs/marketowhisperer/2016/04/02/changing-the-field-type-of-a-marketo-field-deep-dive Also a few additional Ideas that have been posted on the community about this topic - https://nation.marketo.com/ideas/8870, https://nation.marketo.com/ideas/2072, https://nation.marketo.com/ideas/1696 Best Always, Karan Hari

Karan_Hari3 · ‎05-07-2019

Hi Sally Duda , I hope the above response was helpful. I also added some additional information about the same here - Please feel free to check this out too as it has further details as to how to access your credential ID for your MCE or specialization certificate. Also, In case the above responses answered your query, request you to kindly mark it as correct, so that this thread reflects as answered in the community, and would aid in future searches. Please feel free to reach out in case of any further queries. Will be glad to help Best Always, Karan Hari

Karan_Hari3 · ‎05-07-2019

Hello Marketo University, Just an Idea\recommendation that I wanted to pass on. I was just looking to update my "credential ID" for my MCE and specializations and logged in to https://www.credential.net/profile/karanhari/wallet . I could not initially find the option to access the credential ID for my individual certificates. After searching around, I found that the credentials are accessed by clicking on the "Add to LinkedIN Profile" as highlighted in the below snapshot, and then copy the credential from the next screen (2nd Snapshot) Although it looks easy now, looked like a complex process for some one who would try to access their "credential ID" for the first time. It would be great if the "credential ID" and "credential URL" could be hyperlinked along with the other options (From the first screenshot) Best Always, Karan Hari

Karan_Hari3 · ‎05-05-2019

Hi Ryan O'Shea , Like Josh suggested, Using "Lucid Charts" with hyperlinked data has helped me a lot in the past to showcase, explain and demonstrate complex engagement programs and nurture used cases to clients & key stake holders. Best Always, Karan Hari

Karan_Hari3 · ‎05-03-2019

Hi Manoj Prabhu , The part highlighted in the below screen shot cannot be edited as of now. That might be a feature that might be available in the near future. Presently the only real customization you can do to this view is choose/Select the options that are listed below in the screen shot. - As of now, the best way I can recommend to achieve this is to install the Marketo Moments phone app, which can show campaigns scheduled for "tomorrow" and near future. You can read the product documentation for the same here - Understanding Marketo Moments - Marketo Docs - Product Documentation Best Always, Karan Hari

Karan_Hari3 · ‎05-02-2019

Hi Alexandra Gendes , Did my above response answer your query? kindly let me know in case I can help you with any thing else. Best Always, Karan Hari

Karan_Hari3 · ‎05-02-2019

Hi Nate Deacon , Hope you are doing great! In case you consider your query resolved, request you to kindly mark a response as correct so that this thread shows resolved within the community and will aid in future searches. Best Always, Karan Hari

Karan_Hari3 · ‎04-29-2019

Hi Alexandra Gendes , I recently answered a similar query. Kindly refer to the same - URL given below. GDPR: Opt in box for already subscribed persons? As far as using progressive goes - If prior consent does not exist then you cannot use GDPR consent field as progressive ( Because data is getting captured) . If consent is given for a specific type of communication ( Single or double opt in) depending upon the region, then you don't need to ask for consent for the same type of communication. But if a form is being filled for a different type of communication, for example - newsletter vs case studies, then consent needs to be captured again. There are several ways of tackling this situation. Kindly refer to the above article for further details. Hope it helps Best Always, Karan Hari

Karan_Hari3 · ‎04-29-2019

Here is the link from Marketo product docs, along with the screen shot - Email Link Performance Report - Marketo Docs - Product Documentation Best Always, Karan Hari

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