Jessica - I just ended up creating a trigger that runs every time the lead score exceeds 100 points. It resets both the behavioural and the lead scores to 100, and leaves demographic as is. I didn't end up bothering with getting it to sum. Grant - we just want our scores to sum. What's the point of having a lead score that is the sum of demographic and behavioural (which is a pretty stock-standard lead score logic) if they don't actually sum? In the end, our demographic only makes up a small portion of our total lead score (which is behavioural based), so I decided not to worry about it, as it doesn't cause any issues with the overall logic. ... View more

Hi Erica, We actually couldn't get this to work in our SFDC instance, as we have customised the users and their permissions quite extensively. A bit frustrating, but I have heard of others making it work. Apologies I can't be more help. If we ever get it to work, I'll post the process. Natali ... View more

Ahh, there it is - completely missed it. Thanks! ... View more

You can do this with emails that are dynamically segmented. You create a static list with the relevant leads that match the different segments (you can create dummy leads for this purpose). Then, after you've created your email and the different segmentation versions, you select "Preview Email", then "Select List" from the view/list drop down and select the static list you created. You'll now be able to see all the different segmentation versions that you created. Click on "Send Sample" add your emails (you and your boss) and tick the "Send variations from lead list" check box. This will send a copy of each segment version you have created to you and your boss to review. I've assumed that the segmented emails you create are actually one (or two) emails and that you are using segmentations to create the different content. If so, then the above will work. Hope that helps Natali ... View more

Why don't you just send them a sample of each version? That way they have a copy of all the different versions that went out. If the send is used as a notification to them that the email went out, then you can explain that they will get their own personalised version as confirmation, but at least they will already have been sent a sample copy for their records before the send goes out. Natali ... View more

Hi Darren, What was the logic you built into your program, ie stream, cadence, transitions, etc. Natali ... View more

I would get in touch with your Marketo contact and/or Marketo support. They will be able to talk you through it. ... View more

For your lead scoring, you set up a smart campaign for each action you want to score on. These don't need to be within a program - they can be created on their own and placed within a campaign folder. So as an example, if you want to add 10 points for everyone who clicks a link on your website, you would have a trigger "Clicks Link on Web Page; Link Name is any" (or whatever links you want to track specifically). Then your flow step would be "Change Score: Score Name = Lead Score, Change +10" This will pick up everyone in your database that does that action - regardless of whether or not they are a member of a campaign. To filter out certain leads from receiving the score, you simply add that criteria under the smart list with your trigger. So if you have a list set up with people you don't want to score, you will add a filter of "Member of List not in {{list name}}" or if it's a certain field then that field criteria, eg Lead Source not equal to Free Subscription. If you want leads of a certain score (eg 100 points) only syncing into Salesforce, then that is the same set up. Just create a smart campaign (again, doesn't need to be within a prgram) that has a Smart List with a trigger of "Data Value Changes: Attribute = Lead Score, New Value greater than 100" and a Flow Step of "Sync Lead to SFDC, Assign to {{whatever your assignment rules are}}" (usually leave as Use Auto Assignment Rules)   ... View more

Hi Mabel, Just so I understand, are you looking to set up triggers that would assign a score based on the action a lead undertakes? If so, then you set up a smart campaign (one for each of your triggers) with the trigger being the action you want to score on and the flow step being Change Score +/- amount of points you wish to assign. You can do as many as you like for a single camapign, but if it's a lead scoring system, then it would be easier to put together a basic set of score campaigns that will update scores based on any behaviours a lead does.   ... View more

Hi Stephen, I don't know of a way to do it automatically, but you can do it manually. If you create a smart list to show all those leads who had the value changed (Data Value Changed Filter), you can then click into the leads and see what the value was before the the change was made in the Activity Log. You then either update the field from the lead record, or run a smart campaign to update the data to what it was before the error. Unfortunately, this only works well if you have a handful of leads (as you have to do it one by one), but if you've got hundreds, it might be better to do it within your CRM system as a bulk update. How many do you need to change and what CRM do you have synced to Marketo? I guess you could also do it in bulk as a list upload into Marketo, but you would still need to see what the value was before the change. Natali ... View more

Subscribing - looking to roll out something similar and would love to hear what logic others have incorporated and how it's worked ... View more

Hi Josh, That is what I am currently doing, however the problem is that the Lead score is a sum of Behavioural and Demographic. This means that i can make the Behavioural and Lead score match, but it will not match when you add the Demographic score. As an example: * Lead has Demographic score = 10, Behavioural score = 70 for a total Lead score = 80 * Lead submits a form and gets 30 behavioural points. Flow adds 30 to both Behavioural and Lead, so lead now has Demographic = 10, Behavioural = 100, Lead Score = 110 * My score cap flow says if Lead > 100, then Behavioural = 100, Lead = 100. So now the lead has Demo = 10, Behavioural = 100, Lead = 100. The numbers no longer add up If the scores didn't have to add up, the above would work perfectly. But they need to add up so not sure how to create a flow step that would essentially say only add points up to 100. So in the above example, it would only add 20 of the 30 points to both Behavioural and Lead. The only other thing I can think of is to have a formula field that sums both fields automatically, but that would have to be in our SFDC instance rather than in Marketo.   ... View more

I did this just recently using a Score test field. I created smart campaigns with each criteria I was changing adding points to my score test field. I then created a smart list with my MQL criteria (using the score test field as my lead score) to see how many would become MQL after the reset. Mine was relatively easy in that the update I was making was to reset all scores to 0 and add points back. But using a test field and running the camapigns to update the test field is the easiest and quickest way to do it. Natali ... View more

The sharing permissions are created in SFDC against the Marketo account you have set up for the sync. Support sent me a video on how its done. Just go to University > Courses > Admin. The video is called Hide records from Marketo with the sync profile in SFDC. You can watch it on demand, but basically says to go to your Marketo user profile in SFDC, and for both leads and contacts, you set the permissions to be criteria based rather than role based. Then just put what your criteria would be - eg if Do Not Sync = True are records you want to hide, then your permission would say that Marketo can only see records where Do Not Sync = False. ... View more

Hi Ian, The first step of creating a do not sync field is correct - this field would be created in SFDC and those records that you don't want synced would be flagged as true. However, if you just then delete the record in Marketo, it will add it back in from SFDC in the next sync. You need to create a sharing permission for your Marketo user that says Marketo can only see records with do not sync = false. This way, they stay in SFDC, but as Marketo can't see them, they will not be synced back into Marketo when you remove them. ... View more

Hello, We are looking to do the same thing for the same reason - limited space in Marketo. I want to remove those leads that have never engaged with us but keep the records in SFDC. Would the above work? The only query I have is if we wanted to market to these people int he future, would we still be able to sync them back to Marketo? Thanks Natali ... View more

It would be some sort of formula field in SFDC that would theoretically sum the scores from all contacts attached to the account. I'm yet to sit down and play with it to see what the formula would be though, so it's still just a theory. ... View more

Yeah, the plan I had was to use SFDC to pull scores from all the contacts against the account rather than build it in Marketo. Thanks! ... View more

That would entail creating a separate landing page for each parameter, where I would rather have just one for ease of tracking and updates. And I think the timing issue would still exist as the field would not be updated by the parameter in time. ... View more

Hi Anthony, Have you tried adding "Select your Province" just before the Canadian states in your master? I've found that anything that is in my master list will show up when I then specify visibility rules. Natali ... View more