Keith_Nyberg2

I haven't experienced any issues today and Marketo has not reported any incidents: Marketo Status I'd recommend checking your Marketo campaign queue (screenshot below and i believe admin access is required) to see if there is a backlog of Marketo campaigns running in your instance for some reason. ... View more

This would be a very helpful feature for Marketo to enable though! Maybe check to see if there is an existing idea and submit one if not? Sounds cool. ... View more

So you literally provide no fields on the form and based on them being cookied marketo will capture the form submit, correct? Never used a form with no fields which is why I ask.... ... View more

Alright... i'm riding the struggle bus here and can't figure this out. When you use the "if visitor is know, show custom HMTL" on forms there is "Not You?" functionality that clears the cookie and reloads the page (OOb with nothing else done). It is rendered with the token {{form.NotYou:default=Not you?}}. In the custom HTML. My question, how do I get the same functionality added to my email preference center form which I don't use "If visitor is know" logic on? Is this done via rich text and I need my own .js to trigger based on that click to clear the cookies? I tried using the form token but it just opened the exact same page in a new window.... ... View more

So they fill a general subscribe form and check the box to receive email, then send them the "confirm consent" email that directs them to a consent confirmation form, correct? That would make the process more bulletproof but does require the user to take some extra actions. I guess the secondary confirmation form could be minimal and only require email, but how do I ensure a bot doesn't get to my  consent confirmation form page URL? No index/nofollow is an obvious first step, but can anything else be done to only make the page accessible via the "confirm consent" email? ... View more

Agree with Sanford that a link would help. Have you tested the form submission to see if the values are captured in your MArketo instance regardless of the landing page behavior you mentioned? Might be an issue with you form submit re-direct but hard to assume without playing with the form. ... View more

Hey Trinity, I cannot seem to see the checkboxes you are referring to in the link provided... am i missing something? And can you clarify the name of the field in question and the field type in Marketo? Sincerely, Keith Nyberg ... View more

Hey Ashley, If your records are synced to SFDC, it may make more sense to update the values there and have them pass to Marketo, but not certain on the best way to update users with MKTO and SFDC. Our connector for Sugar allows us to update the assigned user email in Marketo and all other user fields like first name, job title, etc will update to reflect the user we changed to in MKTO (updates both systems). You can accomplish this in Marketo via a simple batch smart campaign. Filter: Sales User is Old User Flow: Change Data Value of Sales User to New User Name That is as simple as it is to update users in Marketo, but again, I would test or double check with other users on the best way to update assigned user information when using SFDC/MKTO (which system the action should be taken in). Using the "To Other Emails" function with an email token is pretty simple as well but requires you to create a new custom field (type = email). Step 1: Build the custom field Step 2: Append the field for all records with the email address that should receive the alert Step 3: Add that field token into the "To Other Emails" space in the Send Alert Flow step Let me know if you have any additional questions, but in the example above you can see i added a set email and a token that would be dynamic based on your email field value. Cheers! Keith Nyberg ... View more

Awesome! ... View more

Hey Amanda, Based on comments in this similar thread, Annual Revenue Token  I believe the best solution is using a velocity script token as opposed to using the basic field token. Check out the comment made by Sanford Whiteman​ at the bottom. Sincerely, Keith Nyberg ... View more

I'm interested in learning the answer as well. I assume it would be an relative time based on engagement after the email was received by the prospect, not absolute to the larger program concluding. ... View more

Hey Albert, I'm not aware of a solution to this as variables in 2.0 emails are not dynamic. Definitely a pain... Following this thread to see what others have to offer as a workaround here, best we have done is just loose the fancy button styling a stuck to basic hyperlinks in rich-text that can be made dynamic. Not as clean as a button, but better that outlook stripping the button formatting. Couple ideas to resolve this issue that should be upvoted: Sincerely, Keith Nyberg ... View more

Hey Sanford Whiteman​ Curious on your thoughts here, I can't remember where but swear I found an article that claimed to provided a work around to this issue. It recommended cloning your email preference center form, and disabling pre-fill on all fields. From there it recommended putting that non-prefill form onto a page that has Munchkin tracking disabled. From there, it recommended hyperlinking "Not Me" on the primary form to the no-prefill/no-munchkin form for someone to update/specify their preference. This sounds simple as it clears all form values and lets someone fill the form with their preference. Solves the problem of preferences for the user, but doesn't resolve clearing the cookie for munchkin tracking. I did some testing and this process does update the preferences of the user when they fill the no-prefill/no-munchkin form if they use the correct email. What i'm unclear on is what would happen to the original cookie/munchkin ID for someone who fills the no-prefill/no-munchkin form... As this process doesn't clear the cookie value, I'm almost inclined to assumed this process isn't really a work around as right when the user goes back to any other page, that they will still be tracked as the person they said was "Not Them". Does that make sense? Just want to get your thoughts on the importance of clearing this cookie value, which is what I assume the .js route does.... Thoughts? Comments? Should I steer clear of this alternate method and just stick to .js? Again, I assume the .js clears the cookie and re-loads the page so the form is cleared. And the user is re-cookied appropriately they they fill the form after this process. Can you confirm? Thank in advance for your thoughts! Keith Nyberg ... View more

Hey Diego, Why would you want a lead that is already to a partition to go through the partition assignment campaign again? Can you clarify if that is the campaign you want to fire again or if it's another campaign? Maybe do some auditing in the activity log to ensure all appropriate data is present when the form is filled and double check that the campaign was triggered? If triggered, was it ignored for a reason? If not triggered, double check filters on the campaign and ensure the lead should qualify. As Josh said, a little unclear on the details regarding this use case so more details would be helpful. Sincerely, Keith Nyberg ... View more

Hey Andrew, Can you also tell us if you are changing the location displayed by making the snippet dynamic (based on a segmentation) or via other means? Never seen this before so just curious on the steps you took so we can try to re-produce the issue. Maybe providing the HTML code of your snippet could help? Sincerely, Keith Nyberg ... View more

Hey Kayleen, I'm going to take this as a simpler question regarding how to get a PDF linked in an email (apologies if that was not your question). As the guys mentioned, you cannot include an attachment in emails sent from Marketo, but you can include a hyperlink to the PDF. Now this raises the question of how to get a link for the PDF since it's not on your website. This is done but simply uploading the PDF into Marketo in the Images and Files section of the design studio (or hosting the asset where you store your other assets in the cloud). This process, hosting the PDF in Marketo, will provide you with a URL link to download the PDF. So to reiterate, here are the steps: Upload PDF to Design Studio in Images in Files Copy the URL provided once the PDF is uploaded In your email, you can hyperlink text like "download the pdf" with the URL provided for the asset. Sanford's article really speaks to gaps in web tracking specific to direct PDF downloads (which Munchkin doesn't track) and following his process provides additional tracking benefits when compared to simply including the download link as I outlined above. Hope this helps. Sincerely, Keith Nyberg ... View more

Hey Eric, I love the approach you outlined because it asks users to correct the assumed IP address if incorrect. Unfortunately, I'm not exactly sure how to operationalize the approach you outlined with my current skillset (feel free to provide some details as to how you would accomplish this). Regarding your question of moving to the country dropdown, we are preparing to implement this process globally on Feb 1 (so i've had conversation with out legal team about what this all looks like and their preferred method, but are still finalizing and testing). As we plan to make the country field required on form submit, we're not really giving users the ability to use their inferred information and thus, they must provide a value in the required country field. I'll definitely update this thread with findings along the way but assume there will be room for improvement. Our goal is to get the basics in place asap and then refine user experience as issues or new ideas are presented by the community. On that note, I really am surprised at the lack of content regarding this exact topic in the community. Alot of people talk about email preference centers, but no one has really outlined exactly what they built for DOI and showcased they smart campaigns they have running behind the scenes to enable their processes. Kind of a bummer... Sincerely, Keith Nyberg ... View more

Hey Brian, I'm sure other users would love it if you shared your progress along the journey. Telling us what worked well or what you would re-do as your migration occurs. These events happen for businesses, but not as common for users to have experience with multiple migrations unless its something they specialize in or are consultants. Good luck! And looking forward to hearing your progress. Keith Nyberg ... View more

Hey Brian, We migrated from Pardot to Marketo back in Aug of 2014, so it's been a while but i'd love to provide any assistance that I can assuming my memory doesn't fail me...TBD! Some initial thoughts that I have are listed below (not sure how feasible all of this is w/ SFDCbut assume they should be possible, as always I'd recommend involving whatever team manages your other existing integrations to get their take on best practices). I would recommend asking for a cloned sandbox of your SFDC instance. From there, make your desired field changes in the sand box and integrate the sandbox to Marketo to have the fields you desire created (don't recommend syncing lead/contact data yet, but just integrating the systems). From there, you can build out all of your Marketo flows and do testing between the systems to ensure that everything is behaving as expected (without real data updates happening in the progress). This allows you to keep using Pardot until you are really confident with how data will move between the systems and through your smart campaigns. After that, should just swap out the sandbox credentials with your production instance credentials and sync your record information (not exactly sure how to action this from SFDC but sure other users can advise). I would just avoid importing your records into Marketo as that could cause more headaches than benefits, but really depends on the number of records in your instance (may take a while). Other considerations in this process include migrating your assets into Marketo (landing pages, forms, form flows, data management campaigns), all of which should be tested before integrating your production instance. Lastly, the largest issue you will run into is migrating your legacy program information. This was such a pain for us that we just decided to abandon ship and walk away from historical event attendance, etc. Not sure if I cen recommend anything here other than prepare to give yourself lots of time correcting this if needed (can even happen post migration) If you have any other specific questions, please let me know, but kinda hard to remember other issues we ran into as it's been nearly 4 years since we cut over ourselves. I also found this migration checklist that had some useful points. Sincerely, Keith Nyberg ... View more

UTM capture will work on any page, even non-Marketo pages...so not really sure I understand the comment. Again, if the UTM parameter exists in your URL, and you have hidden fields to capture this information on your form and set that fields to capture values based on URL parameter, the filter I mentioned will work. Referrer is only needed via the process that Dan recommended. ... View more

Hey Christine, You'll need to know the name of the field you are using to capture your UTM Source information.... this is a custom field you should have built that is hidden on the form and appended via URL parameter or cookie value on form submit. So the value goes from the URL into a field in Marketo. Most users name these fields UTM Source, UTM Medium, UTM Campaign. If you're having trouble finding this field, I suggest you reach out to your Admin to understand where/how your UTM values of being captured on form submit. Could also see where this data is going by finding a record you know filled your form and looking in the Filled Out Form activity to see what fields were filled on submit. If UTM parameters are not show there where the other lead information is captured, you'll have to create the custom fields and add them to your forms as hidden. I would reach out to your admin before venturing down this road though as something should be in place. Sincerely, Keith Nyberg ... View more

Another resource specific to field blocking during import: Block Field Updates During List Import from Untrusted Sources - Marketo Docs - Product Documentation ... View more

Hey Christina, You're basically using 2 filters to distinguish the same thing. Remove both and add a filter for UTM_Source = Capterra. Should fix this. Sincerely, Keith Nyberg ... View more

Hey Christina, Maybe remove the constraint on your fills our form trigger and simply add a filter for UTM_Source = Capterra, then proceed to the flow step. This will trigger on any form fill, then look to ensure the UTM_Source is capterra before proceeding to the flow steps. Not as ideal as the process you outlined as that wont get triggered everytime, but only when appropriate. (could be a cool idea to add a custom field constraint to the fills out form trigger like UTM values) Important to verify that your UTM parameters are being captured in Marketo on form submit as if not done correctly, could be the problem. Double check by submitting a test record and verifying the UTM source = Capterra. If that doesn't work and the field is not populated, double check how you are pulling UTM parameters into your form (via URL parameter, cookie, etc) and then correct. My gut is that the query string constraint may not be as bulletproof as just using a filter for your utm value. So you could always submit a ticket to support and get their take on why that functionality isnt behaving as expected. Sincerely, Keith Nyberg ... View more

Hey Ashley, In the send alert flow step, you can select Sales Owner, Account Owner, None or specify "To Other Emails". This space is great for hardcoding a user for geos or using an email field as a token. So for us, the example is {{lead.SugarCRM Owner Email}} which renders a custom email field we use to distinguish the sales user. A benefit of this method is that all participants are sent an email with the alert and you can also see the other individuals that received the email in CC. In the example below, I used 3 email addresses to show what this looks like. Please let me know if this answered your question and if not, maybe clarify where you think i misunderstood your question. Hope this helps! - Keith ... View more