Floyd_Alvares2

Floyd_Alvares2 · ‎10-13-2021

Hi @Heather_DeGrave One option to consider is using default programs and adding the emails within these programs. The default programs are then added to the engagement streams. This allows you to set advanced logic based on the default program membership to ensure people can skip or get the content again. https://experienceleague.adobe.com/docs/marketo/using/product-docs/email-marketing/drip-nurturing/creating-an-engagement-program/adding-a-program-to-an-engagement-program-stream.html?lang=en This would mean you would take all the exhausted members and add them as a member to all the default programs. Similarly with people who only received a few of the engagement emails. Yes, this would be a lot of work to do for 10+ engagement programs. Hope this helps.

Floyd_Alvares2 · ‎09-13-2021

@xceled Is this information what you might be looking for? https://nation.marketo.com/t5/knowledgebase/marketo-field-limits-by-field-type/ta-p/251613

Floyd_Alvares2 · ‎09-13-2021

@Adrianna_Burges You would need to go into the email and under email settings. Here is a URL for more guidance https://experienceleague.adobe.com/docs/marketo/using/product-docs/marketo-sales-insight/msi-for-salesforce/features/actions-in-the-msi-panel/publish-an-email-to-sales-insight.html?lang=en Even archived emails would still be available in MSI within Salesforce unless you untick the 'Push to MSI' box OR set an expiration.

Floyd_Alvares2 · ‎09-12-2021

@Cloris I am a little confused as to the requirement. Either Progressive Profiling or Known Visitor setup — but not both — is possible when the pageview is associated with a known person. As an example: Form has the following First Name/ Last Name/ Email/ 1st - Company/ 2nd - Job / 3rd - Country Person A visits the Form and fills out FN/LN/Email/Company. Marketo now knows this Person, and therefore the next time the person visits the website in that browser, the Form will show FN/LN/Email and ask for Job as the progressive profile field. However, in your requirement, you want Marketo to not show the form because this is a known visitor BUT also show the form with FN/LN/Email and Job?

Floyd_Alvares2 · ‎09-12-2021

@Villarini Just to clarify - it is not Salesforce that is tracking the activity but Marketo is tracking the activity and pushing it in MSI. Secondly, if you are using the MSI (send and track) functionality for Outlook, and you are sending the email to multiple recipients. Marketo will only ever track the first recipient. An option would be to send these emails via the MSI plugin in Salesforce? You could create templates which the sales reps can use to deliver their comms

Floyd_Alvares2 · ‎09-12-2021

Hi @Renee Based on the first image which has your 'share folder'. I do not see the icon that represents the folder has been shared -> Can you reconfirm if you have actively shared the folder to the workspace and if you are able to view the shared icon.

Floyd_Alvares2 · ‎09-12-2021

@ivanher From memory, I don't think there is an API that allows you to fetch the USED BY for fields. There is a manual option to do it via the UI - but I assume that is not what you want.

Floyd_Alvares2 · ‎09-09-2021

Wish I can be part of the conversation @SanfordWhiteman lol

Floyd_Alvares2 · ‎09-09-2021

Hi @Jo_Pitts1 Would you not want to store the F2F as a person source attribute? So if person source is F2F -> you send version a if person source is the rest -> you send version b PS: I did not know you could modify the email with velocity script for F2F emails. Will definitely try to test it out.

Floyd_Alvares2 · ‎09-09-2021

Hi @Olya_Zenchenko https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/programs/tokens/understanding-my-tokens-in-a-program.html?lang=en You could create the 'My Tokens' either in the program or the campaign folder.

Floyd_Alvares2 · ‎09-09-2021

@Olya_Zenchenko You can use email scripting (velocity scripting) tokens to achieve this and put the {{my.token}} value in your email. #set($preferredname = $lead.Preferred_First_Name__c ) #if ($preferredname.isEmpty()) #set($Salutation = "${lead.First_Name}," ) #else #set($Salutation = "${preferredname}," ) #end ${Salutation} This is just an example and you would need to replace lead.Preferred_First_Name__c with your preferred name field and same with First Name.

Floyd_Alvares2 · ‎09-09-2021

@hillaj120 You could build a smart list with member of engagement program = false, and program is any and use that as a filter criteria on your engagement programs. Therefore when a lead enters your system and they enter one engagement program, they will not be pulled subsequently into any other program. However - the question is with transitioning the person from one engagement program to another. Would this still be a requirement? Also as you pointed out, assuming some pieces of content are more relevant to a person at a point in time - how would you look to provide this information. Example: Person A is receiving content from Engagement Program A, now they have filled out a contact us form - Are you looking to transition them to the most recent engagement program?

Floyd_Alvares2 · ‎09-09-2021

@Sarah_McMahen Have not seen a big impact to our conversions as yet - but wondering if you can run comparisons on people that have not engaged with your content versus if they have done so in the past?

Floyd_Alvares2 · ‎09-09-2021

@Adrianna_Burges What CRM are you using? The content shown to the CRM would be managed by the individual emails. There would be a setting for 'Push to MSI' for each email. And only those emails would be visible in your CRM.

Floyd_Alvares2 · ‎09-09-2021

@ivanher I am a little unclear about your question. But as soon as you create a Smart List or a List, they are considered active and will remain active until you delete them from the instance. You could put your smart lists and list in archived, and then based on the archived folder the smart list is in, you can make an inference if they are still active or not. Also the image you are showing with 'Used By' - This will display values only when you reference this smart list in another smart list/ campaign/program etc.

Floyd_Alvares2 · ‎09-08-2021

@JodiWright96 Awesome! I hope you can install it without any issues!

Floyd_Alvares2 · ‎09-08-2021

@vraesmith91 The exception is happening in Salesforce when you are attempting to sync the record through the 'Sync to SF campaign' flow step. There would be Salesforce logic preventing you from updating the record with missing information (assuming in this case = Target Account info is missing?). I would suggest identifying what is the Target Account Field and how is it being used?

Floyd_Alvares2 · ‎09-08-2021

@Renee The URL you shared provides a very good illustrated explanation of how period costs are calculated and attributed. Where is your confusion or what are you not understanding.

Floyd_Alvares2 · ‎09-08-2021

Glad you managed to find the issue!

Floyd_Alvares2 · ‎09-08-2021

@ruben_sanchez99 I believe the launch point integration for Zoom and Marketo is only for Zoom webinars. You may need to build something custom if you are trying to integrate Zoom meetings with Marketo.

Floyd_Alvares2 · ‎09-08-2021

@Michael_Florin Unfortunately (as you guessed) - the duplication key setup is instance wide. I guess the question to your client is why do they want the records in Marketo - I am assuming they are trying to do a bunch of Marketing/Operational based comms once the registrations have come in. Trigger campaigns work - for example when you have multiple people fill out the form with the same email address, then it will action on that request. However, if the client wants to send a batch campaign as a reminder - only the earliest record would receive the email - Also you don't want to spam the same inbox with 10 different versions. Definitely lots of discussions on the pros and cons of doing each route.

Floyd_Alvares2 · ‎09-08-2021

@emilyjwalters Is any of your other smart lists (low and medium) throwing an error or incorrectly setup?

Floyd_Alvares2 · ‎09-08-2021

@Tracy_Boesken I always challenge the reason behind keeping Triggered Smart Campaigns activated, especially if they have not qualified anyone in the last 6 months. Other than manually going through the list of smart campaigns in Marketo, I am not sure if there is another possibility in the UI. However, I have a setup that uses a combination of the list of the triggered smart campaign Ids + Marketo Rest APIs to deactivate and activate the campaigns for critical campaigns only.

Floyd_Alvares2 · ‎09-08-2021

@Michael_Florin Email address is the default deduplication key for Marketo on normal setup. You can work out with your client and Marketo support to change your duplication key to something like First Name + Last Name + Email Address. However, you will have challenges when you are wanting to send out batch emails / nurture campaigns to these individual people who share the same email address. So make sure that your client is absolutely certain they want to change the duplication key. The duplication key can only be setup by the Marketo support team.

Floyd_Alvares2 · ‎09-08-2021

@c_stevenson You would only be able to test the campaign via a trigger smart campaign. Since your token is based on the Trigger token More information can be found here under Trigger Objects.: https://developers.marketo.com/email-scripting/marketo-objects/#sfdc_custom_object_relationships

Floyd_Alvares2 · ‎09-06-2021

@SanfordWhiteman Agreed!

Floyd_Alvares2 · ‎09-06-2021

Hi @DhananjayaW , Do you need the field as an integer type? Marketo has multiple other field types such as Currency/Float or event String (if you do not plan on doing any calculations and just storing data).

Floyd_Alvares2 · ‎09-05-2021

@JodiWright96 I might be missing something, but I am pretty sure Stars and Flames are available in MSD. https://experienceleague.adobe.com/docs/marketo/using/product-docs/marketo-sales-insight/msi-for-microsoft-dynamics/feature-overview.html?lang=en What do you mean by a dashboard view? Are you attempting to put the stars and flames on another object type other than the leads/contacts/best bets?

Floyd_Alvares2 · ‎09-05-2021

Hi @Renee The Audit trail helps identify which user has made changes to the forms and landing pages for auditing purposes. However, in the case where you have a picklist field on the form/landing page, and your CRM (let us take an example being Salesforce as the CRM) has added more picklist values to a field, this will propagate the changes to all the forms/landing pages that have this field. Therefore, the Audit trail will identify that a change has been made to the form/landing page, but because the CRM is not an actual user, the Audit trail will show them as Unknown.

Floyd_Alvares2 · ‎09-05-2021

Hi @Renee , Yes, you would only want to give 'access' without edit permissions in order for the person to have read/view only access. For campaigns and programs, you would not allow the users to edit/activate the trigger and batch campaigns, but they would have access to marketing activities. More information on permissions can be seen here: https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/users-and-roles/descriptions-of-role-permissions.html?lang=en

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