Floyd_Alvares2

Floyd_Alvares2 · ‎11-07-2018

Hi Kevin, I would suggest "blocking field updates" to the Acquisition Channel. In that way when the program has first set the Acquisition Channel value, any further updates will not be able to overwrite into the field. Instructions on how to set this up is: Block Updates to a Field - Marketo Docs - Product Documentation Hope this helps Floyd

Floyd_Alvares2 · ‎11-06-2018

Hey Tim, Going on a whim here but would you not be able to use http://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Activities/getLeadActiviti… If you set the "activityTypeId (integer): Id of the activity type" on the web page visit for that specific lead record. The response would provide you the asset ids? Definitely not sure if this helps but potentially worth a try? Floyd

Floyd_Alvares2 · ‎11-06-2018

Hi Renee, Is there a reason why you want to move totally to Marketo Forms? I am assuming this means you plan on creating Marketo Forms with fields and embedded them into your website and replace the blank Marketo forms? I would potentially recommend this scenario Keep the current web based forms but make sure they will submit to a blank Marketo form on the back end (example provided by Sanford). You do not need to replace these forms with pure Marketo forms as they will work exactly the same Create new Marketo forms for any new pages OR you would leverage the same process as in point 1. Things to keep in mind You will need to use SOAP API names if you are using the Forms 2.0 API Your Smart Campaigns / Workflow should would contain logic such as "Fills out Form, with a constraint, Referrer is" to drive your logic. This will allow you to use the same blank form in Multiple places but drive the logic based on the webpage that the form actually resides in. If you have workspaces, you would need individual blank Marketo forms for each workspace so that the lead can enter into the right workspace. Reference materials for the forms 2.0: http://developers.marketo.com/blog/make-a-marketo-form-submission-in-the-background/ in addition to what Sanford has provided. Thanks Floyd

Floyd_Alvares2 · ‎11-06-2018

Thanks Ankit, By default conversions in SFDC, converting a lead to contact should not be creating new leads in Marketo. Please refer to SFDC Sync: Converting a Lead into a Contact in Salesforce - Marketo Docs - Product Documentation for the 3 different scenarios and the end results on the conversion process. If you are identifying that new leads are being created in Marketo, please see if you have custom conversion rules in place in SFDC. Hope this helps Floyd

Floyd_Alvares2 · ‎11-06-2018

Hi Ankit, What CRM are you referring to? Floyd

Floyd_Alvares2 · ‎11-06-2018

Hi Itay, Smart List does not recognize a valid URL Issue Resolution To make sure non-Marketo landing page URL will show up in Smart List's filters, the following steps have to be done. Make sure the Marketo Munchkin Tracking code is implemented and placed within the non-Marketo webpages. The non-Marketo URLs would show in the filter if a known lead/person has visited the web page and tracked into the activity log. Therefore, make a lead/person and visit the webpage to allow Marketo to track and log that URL visit. Can you please confirm that you have a munchkin code enabled for that specific page? AND that you tried to index the page with a known lead that can be tracked in Marketo and viewed on the activity log? Thanks, Floyd

Floyd_Alvares2 · ‎11-05-2018

Hi Pavan, You shouldn't need to sync data across in order for the Opportunity fields to be available in field management. The screen shot I shared is the fields in my Marketo instance and I do not have any data for Opportunities. I definitely feel it has something to do with your visibility rules, however I am sure Marketo support can provide a good guidance. Let us know what support has offered to say. Thanks Floyd

Floyd_Alvares2 · ‎11-05-2018

Hi Sanjeev, From the error it looks like you are trying to push a URL value instead of an SFDC ID (The 15 or 18 digits as required). Make sure that your mappings from the Zoom webinar to Marketo / SFDC is correct for the Account ID and the right values are passing through. Thanks Floyd

Floyd_Alvares2 · ‎11-05-2018

Hi Pavan, You should be able to see the opportunity fields under field management. Can you re-check to see if Marketo does have the permission to read the opportunity fields? Opportunity fields syncing to Marketo should be enabled by default. However, if you have confirmed that the permission rules for Marketo to read the Opportunity fields/data is correct, then I would raise a Marketo support ticket to confirm. Thanks Floyd

Floyd_Alvares2 · ‎11-05-2018

I totally agree Sanford! UTM tagging would be the best for reporting. It would be the most accurate and solve a lot of reporting. Floyd

Floyd_Alvares2 · ‎11-05-2018

Hi Abhilash, You would just add another criteria to what Sanford suggested such as "was not sent an email" or "has not clicked a link (the landing page) in an email" The filters would look something like this: Record has filled out a form AND has not clicked the "link" landing page URL in the email. Please note: This will show you the records that have filled out the form on the landing page and never went to the landing page via the Email URL. Set the Form name If required specify the Marketo landing page (especially if there are multiple landing pages using the form and you want to report on one specific landing page) Set the criteria for the emails. Change "is any" to "is" and add the required email names Lastly set the link with the URL to the landing page Hope this helps. Thanks Floyd

Floyd_Alvares2 · ‎11-05-2018

Hi Soledad, Does your templates have editable sections? 7 Easy Steps to Sending a Marketo Sales Insight Email: Template or No Template Thanks Floyd

Floyd_Alvares2 · ‎11-04-2018

Hi Sally, I would also suggest reading through Marketo Product Docs and review the "Get Started" section to get you up to speed. Also this would be a good document for you to follow Help! I've Inherited an Existing Marketo Instance Other than that I would suggest reaching out to your customer success manager (CSM) and see if there is any assistance they can provide to get you up to speed. Good Luck! Floyd

Floyd_Alvares2 · ‎11-04-2018

Hi Sally, Can you provide a little more information on what do you mean by " I have changed the status of all no shows in this list". Did you update a specific field for the records to "no-show"? If you updated the program status (if my assumption is correct), then you would create a smart list and use the following filter This list will give you all the members whom you marked as no-show, If you put in the inverse "Program Status: is not Live Event>No show, that would give you the other group of people whom I would assume is attended. Let me know if this helps, but it would give us more clarification as to what you mean by changing the status. Thanks Floyd

Floyd_Alvares2 · ‎11-04-2018

Hi David, Period costs are required for RCE reporting. Back in the day we had to set a period cost of $0 or $1 for it to be included into the reporting for RCE. However the analytics behaviour works the same as setting the value of the period cost at $0. Note: The Program Analyser requires a period cost for it to be reported on and the analytics behaviour does not work in this scenario. Hope this helps! Floyd

Floyd_Alvares2 · ‎11-04-2018

^ adding to Sanford's point on velocity. Now you can also layer dynamic content using both "Marketo segmentations" and Velocity in the same section in the email templates. Something like the example below. Also if our suggestions have resolved your question, I would request that you please mark it as answered Thanks Floyd

Floyd_Alvares2 · ‎11-02-2018

Hi Charlie, My take on the build: You could still build an engagement program that has the relevant streams and create a logic that allows each user to individually enter the engagement program and flow through in their own cadence. The way I have set this up would be to set the cadence for the stream to run everyday at say 11:00 am. You will not be able to send the email in the recipient time zone if you are using a default email program in the stream. Then instead of just populating emails in the stream, I would put the emails into a default program and send the email via a smart campaign and pause the record for the duration of days required. Summary:This allows each user to go through the engagement program in their own cadence and if you move the user to another stream, the user should retain their "pause" from engagement program and on resuming they will be moved into another stream. The engagement stream will go through the cadence everyday, find the records that are in "normal" status and execute the relevant programs. Regarding the actual content of the emails? I do not see an alternative other than using dynamic content or individual emails. You could add individual emails depending on their journey as a choice step in the send email flow step. Just my 2 cents. Let me know what you think Thanks Floyd

Floyd_Alvares2 · ‎11-02-2018

Yes I cannot wait for that feature for Smart Lists. However at the moment you can "save smart list criteria" for Smart Campaigns in Marketo Sky: Save Smart List Rules – Marketo Help Center Thanks Floyd

Floyd_Alvares2 · ‎11-02-2018

Hi Navin, I would estimate around half a day to a day at the most for 50-60k records. But it should be much faster. If you need to force a sync, you could log a Marketo support ticket and request to see if they can do it, it may need to wait until the current sync cycle is over. I would run a smart lists to see if there are any records with those fields being populated in Marketo already. Thanks Floyd

Floyd_Alvares2 · ‎11-02-2018

Hi Navin, That would entirely depend on the number of records that are being updated with info on those fields. Also to note: Marketo would look at the entire record to see for updates and not just those specific fields. So any other updates on that record + those new fields with info + records that may be updated but do not have info on those fields would all contribute to the time it takes Marketo to sync all the info from Salesforce. Marketo will look at records in SFDC that have their SystemModstamp updated and only update/add those records into Marketo I would have missed some scenarios, but I hope you get the gist. Thanks Floyd

Floyd_Alvares2 · ‎11-02-2018

Hi Manish, I would assume all those "Create Task" campaigns are causing (will eventually cause) your "Sync to SFDC" error notifications? since "Create Task" is a Salesforce only function. Therefore you would need to rectify/delete those flow steps which contain the create task action. Alternative if you have a lot of create task flow steps - I would filter it by the below so that I can target the active campaigns running. Active Triggerd Campaigns Scheduled Batch Campaigns Hope this helps. Thanks Floyd

Floyd_Alvares2 · ‎11-01-2018

Hi Casey, Unfortunately within Marketo there is no way to CC or BCC other email recipients. Some suggestions can be found here: Marketo Nation Thanks Floyd

Floyd_Alvares2 · ‎11-01-2018

Hi Leticia The number in parentheses is the number of interactions with that contact: Product Documentation Thanks Floyd

Floyd_Alvares2 · ‎11-01-2018

Hi Jeffrey Can you confirm Event RSVP is a boolean field type in Marketo? Also on form submission that the Event RSVP field is checked to true on the record when the option "yes i am attending" is selected? Thanks Floyd

Floyd_Alvares2 · ‎11-01-2018

Thanks for the correction Sanford. Not sure why I wrote 0 when I referred to it as blank in the same line. Also thanks for the tip - brand new to posting in this forum. Floyd

Floyd_Alvares2 · ‎10-31-2018

Hi Sue, If you are just attempting to upload a file: Add Images and Files to Marketo - Marketo Docs - Product Documentation (max file size is 100mb) If you are planning on uploading the html and looking to create an email / landing page from the html. You will need to create an email or landing page template: instructions as follows Email: Create an Email Template - Marketo Docs - Product Documentation Landing Page: Create a Guided Landing Page Template - Marketo Docs - Product Documentation Hope this helps Floyd

Floyd_Alvares2 · ‎10-31-2018

Hi Jeffrey, Is this Event RSVP field on the lead object in Marketo? If so you could just leverage the {{lead.Event RSVP}} in the email. That should appear when you click on the tokens section in the email editor. You could customize your email to look more reader friendly like I am attending: {{lead.Event RSVP}} Hope this helps Floyd Edit: Sorry just realised that the field is a checkbox. which would only display a 1 or 0 value. 1 = true and "blank" = false. If we need to make this more user friendly you may need to leverage email scripting token to replace the 1 with True and blank with False. Process would be something like 1. Creating a Email Script "my token": Managing My Tokens - Marketo Docs - Product Documentation 2. Add velocity scripting code (example) ##check if the Event RSVP = 1 #if(${lead.Event RSVP} == "1") ## set display value is "Yes, I am attending" #set($display = "Yes, I am attending") #else ## set display value is "No, I am not attending" #set($display = "No, I am not attending") #end ##print the value ${display} 3. Add the mytoken value into the email.

Floyd_Alvares2 · ‎10-31-2018

Hi Shannon, I do not believe there is any default functionality where an event integration platform can update the email in Marketo. You may need to leverage Marketo REST API calls to create an email in Marketo using information from the event platform. This would vary depending on the type of platform used as well. Most event platforms would have the functionality to send the welcome email from within the event platform which could be an option, and then you would just add them into the respective engagement campaigns in Marketo. Also recommendation is to build a Marketo Program (Event Type) for each event you are running as you definitely do not want to be mixing your reporting/success for each event/webinar. You could utilize {{my.tokens}} to populate information into the email and for every event you would just need to update the {{my.tokens}} ->potentially look at creating an Event program template? Hope this helps! Floyd

Floyd_Alvares2 · ‎10-31-2018

Hi Liliana, Maybe something additional you can look into. Can you confirm that there is no smart campaigns/logic that is in Marketo which is changing the owner from a User back to a Queue? As per a SFDC doc: https://help.salesforce.com/articleView?id=How-to-stop-email-notification-to-Queue-members-1327108336049&type=1 "An Email is sent to all Queue members individually when new records are placed in the Queue if: 1. The Queue Email field is left Blank or, 2. When there is a Queue Email specified AND the 'Send Email to Members' checkbox is selected. Denise's suggestion should have helped stopped emails going to records where the owner was assigned to a specific user (that has a specific email address). Hope this helps! Floyd

Floyd_Alvares2 · ‎10-30-2018

Hi Melissa I am not a developer so I am going to share what I know must be done. I am assuming your idea is that they click a link -> Marketo form appears as a popup -> on submission they are taken to a landing page with the assets or the assets are downloaded on submission. The idea would be to use the Marketo embedded form - lightening version. You would need to tweak the javascript so that the popup appears on click for your URL. Putting an example from Sanford Whitman: MktoForms2 :: Lightbox onClick - JSFiddle Thanks Floyd

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