About Karyn_Hill

Karyn_Hill · ‎02-15-2019

Then I must have something wrong on the form. It's prefilling that field on our employee's computers with email addresses of members who are thousands of miles away.

Karyn_Hill · ‎02-15-2019

Is there a way to prevent a "wrong" email address from appearing in a form prefill field? We have a form that is set to prefill that when people go to the page but for some people, it's pulling an email address that's not theirs. I believe in all cases that it's an email address the user has used in the past for one reason or another (searching for a user with that email address, for instance) but I'm not 100% positive. Here is the Marketo landing page with the form. https://pages.mapi.net/OP-MAPI-Preference-Center-10_MAPI-Opt-in-Subscription-Management-V1.html It has some hidden fields, which depend on the user's access. You should see four options. A full member will see eight options. My understanding is that Marketo is using some form of logic to pull what it believes to be the appropriate cookie but I don't know enough about forms to know if I can help it be more accurate.

Karyn_Hill · ‎12-06-2018

Thanks!

Karyn_Hill · ‎12-06-2018

They are permanent fields on the lead.

Karyn_Hill · ‎12-06-2018

Thanks! That won't help me today so we'll send this one through Qualtrics and start using Marketo for them once I can get this set up. Thanks again!

Karyn_Hill · ‎12-06-2018

Is it possible to use a smart campaign to alter text that exists in a field on a record? I need a quick and easy way for our end users to strip the https:// from a field that is populated by Qualtrics (customized links to surveys). Is this possible? I was thinking a smart campaign should be able to do that but I can't find anything that would perform that action. I can see a way to change that field to something specific, but not to remove a portion of what's already in the field.

Karyn_Hill · ‎11-29-2018

Ah, now I see. The links work fine in the sent email (I just sent myself one), we just can't test them in the sample emails. Thank you so much! I wasn't trying to suppress anything, I just figured I was making some sort of boneheaded mistake that would be obvious to anyone else. And I was, as it turns out. I was checking a sample email instead of an actual one. I appreciate your help!

Karyn_Hill · ‎11-29-2018

I'm sorry I don't know what I should and shouldn't include when asking for help here. Perhaps you can help me out by explaining what else you need? http://pages.mapi.net/index.php/email/emailWebview?mkt_tok=eyJpIjoiT0RZd05tSmlPR05qTlRFNCIsInQiOiJCZDJZMWpQcjZjZURWNG5sR…

Karyn_Hill · ‎11-29-2018

Yes, they are customized tokens (each token is different for each person) in custom fields on their records. I have removed https:// from the link in the custom field on the person's record. I have added https:// to the URL in the email ( http:// {{lead.Survey #1}}). The link is active and clickable but just opens a blank page. My aim is to auto-populate customized Qualtrics URLs in an email by using a token.

Karyn_Hill · ‎11-29-2018

To be clear, the MyTokens are just for the name of the survey and didn't actually need to be mentioned. The MyTokens with the survey names are populating just fine. It's the token to place the customized URL into either a link or a button that I'm having trouble with.

Karyn_Hill · ‎11-29-2018

Hi all, I need to create an email template that will use a URL in a field on a person's record to populate the link for either a button (preferred) or text (will suffice). We have custom fields on people's records that are automatically populated with a customized link to a survey (using Qualtrics) and I have MyTokens that correspond with each field. They don't want the URL spelled out in the email as they tend to be long-ish and "ugly," which is unfortunate because I can do that easily. Is this possible? I've tried it and the link seems not to work, whether in a button or with the token in the URL for a text link, but I'm probably doing something wrong.

Karyn_Hill · ‎11-14-2018

New contacts aren't being subscribed when they enter. This is a temporary measure and will be altered in a month or so, approved by our General Counsel. We're in the process of switching from opt-out to opt-in. Our members are all paying members and will be walked through the preferences center when it goes live. I appreciate any help you can give.

Karyn_Hill · ‎11-14-2018

I can't seem to get my process to set subscription management choices for new people when they enter Marketo (most often from our CRM but not always). Does anyone know what I'm doing wrong here?

Karyn_Hill · ‎11-09-2018

Awesome, thanks!

Karyn_Hill · ‎11-09-2018

Thanks! Do you know how I might get it to email the response to someone? I did look in Marketo Docs but wasn't able to find anything about that. Of course, the name might be something other than what I searched for, but I also went down the list of topics in Marketo Docs.

Karyn_Hill · ‎11-09-2018

We want to allow people who are filling out one of our forms (for webinars) to submit advance questions to be answered in that webinar. Is there a way to do this and have the information either stored on the record or sent in an email to a designated person?

Karyn_Hill · ‎11-05-2018

No worries. I won't be sharing any solutions in here anymore. I'll never be sure it's 100% perfect so there's no point. For the record, Marketo's Communication Limits doesn't distinguish between operational and non-operational either. Operational gets through in both cases whether the limit has been reached or not. Smart campaigns function as they always have and our users don't set them up anyway; I do. I'll learn about the "webhook logic" mentioned if I can. Also for the record, if you gentlemen had said "this is good but this other stuff would make it better," I wouldn't be sitting here feeling like my genuinely useful solution (arrived at with the help of Marketo, not some random person) was crap. It's not, but that doesn't take the feeling away.

Karyn_Hill · ‎11-03-2018

This method works quite well for the default limits of no more than 2 in a day and no more than 5 in 7 days as a solution for someone who wants to be sent every email that goes out. For some of us, that's a requirement of our jobs. I understand your desire to keep the pressure on the product team to develop a more flexible native Communications Limit solution. I'm not so sure I agree with denying any home-grown solution for those that need that functionality now, not when the product team gets around to it. I agree that it's something Marketo should fix but that doesn't mean I won't find the best way around the problem that I can and share that solution with anyone else who has need of it.

Karyn_Hill · ‎11-03-2018

Careless users should be retrained or removed My mistake, I should have shown the full info, rather than just the part that excludes our employees (which is what we were talking about) For Sanford Whiteman: There's no procedure for anyone to follow. This is automatic and our users only know that there is a daily and weekly limit and if their members start hitting it, they need to send fewer emails.

Karyn_Hill · ‎11-02-2018

First he (Scot Mealy, our amazing consultant) shut down the usual communication limits by setting them both to unlimited. Then he created smart lists to perform the same function and a smart list for employees to use as an exclusion list. He did that for both the daily and weekly limits. When he got it set up I realized it's one of those things that's so obvious, hardly anyone would think of it.

Karyn_Hill · ‎11-01-2018

Marketo helped us set up an exception for our employees so that we're not caught by the daily or weekly communication limits. Our users are supposed to add the smart list for our department to every email they send. Most do, most of the time, but some forget and others think it's stupid so they don't do it. But I get every one of them that I'm copied on, which is often in excess of 10 per day. I'm able to make sure our templates are meeting everyone's needs.

Karyn_Hill · ‎10-25-2018

Hi Greg, Does this hold true for a webinar/event campaign as well? I have a user who wants to automate as much as she can but there are often last-minute changes. Sometimes that just means changing the text in the email but other times, it means delaying and email or not sending it at all. Karyn

Karyn_Hill · ‎10-22-2018

I haven't had time yet to learn anything about webinar and nurture campaigns. Can someone point me to instructions on how to create them and how to use them? I literally get zero results if I search Marketo Docs for "mytoken."

Karyn_Hill · ‎10-19-2018

I code our Marketo templates (I had to figure it out for myself but it was doable). I then create an email (or landing page) using that template, set things up as for our end users in the layout they'll most often use them (this doesn't take much because I create the template almost exactly how they'll be using it), and place that email (or landing page) in a folder I created in Marketing Activities that holds all of our "templates." The end users simply clone the email or page that I created for them and can change it to suit what they need (add a photo banner, pull in a module to display a speaker along with some text, etc.). It's extremely flexible and our end users don't have to think much about it. You can create your own "templates" this way by finding the most flexible existing template that contains what you believe you'll need, create an email (or landing page) from it, and then save that email to a folder people can clone it from. You just set treat that email (or landing page) like it's your template—clone it, change what you want, and you're set.

Karyn_Hill · ‎10-16-2018

I might, although I don't personally use MSD. For this question, I wasn't (and am still not) sure the problem is happening because there's something not right in MSD or something not right in Marketo.

Karyn_Hill · ‎10-16-2018

I wasn't aware there was one, or how to post specifically in a group.

Karyn_Hill · ‎10-16-2018

Ticket submitted. Thanks!

Karyn_Hill · ‎10-16-2018

I've been getting these off and on and am not sure if this is a problem in Marketo or in MS Dynamics. Most often I get "Unable to update lead," with the occasional "Error: Invalid Credentials." Does anyone know if I should submit a case to Marketo Support, or if I should instead contact our MS Dynamics administrator? I'm one of the admins for our Marketo instance so I should know the answer, but don't.

Karyn_Hill · ‎10-15-2018

That was amazingly easy! Thanks so much—you just saved me from losing a lot of hair. I can just choose the individual folder for each event; I don't even need to select each one individually. You have truly made my day!

Karyn_Hill · ‎10-15-2018

Please pardon my lack of knowledge on this subject. The person who will be handling the analytics hasn't set up the reports yet or explored how Marketo analytics and reports work. Not her fault—she has been holding a department together entirely on her own for a few months now. What my boss wants is a report that will tell her how many sends, opens, and clicks we've had for all emails pertaining to a particular event. This would be easy if we were using nurture campaigns or similar, but due to the nature of the events, we're pretty much stuck with just email programs right now. Many of them per event, all in one campaign folder. I can easily give her a report for each individual email program but she needs to see them all together. In Excel is fine. I don't see how to do that short of exporting each one as an Excel spreadsheet and then pasting them all into one. That's what I'm hoping to avoid. I had to do that with the last program we used and it wasn't pleasant. Can anyone tell me a good way to get my boss the information she needs without driving myself bonkers? Again, I apologize for my lack of knowledge in this area. I can make you a responsive email template with custom modules but I look at the reporting tools and get completely lost. And I don't have a lot of time to study up on it before she needs the report. Thanks to anyone who takes the time to read this!

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Date Registered	‎09-25-2017 08:38 AM
Date Last Visited	‎01-28-2020 02:06 AM
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