Hi Michael, 1st thing, get the SFDC ID's of your lead record types. The 15 digits ID is good enough and you can get it from the URL of the records types, when looking / editing them in SFDC setup. In Marketo, you can set the Record type with the values before pushing the leads to SFDC. You can do this either: setting the field in a "record type" column in the import file Run a smart campaign immediately after import. -Greg ... View more

Hi Dan Thx for the lead on Onetrust -Greg ... View more

Hi Reuben Yes, then you are correct, this is not possible. It would take that MSI is turned into a lightning component, which it is not. -Greg ... View more

Hi Diana, Just in case, and sorry if you already know this, setting the cap in Marketo can be done in the admin -> communication limits in Marketo. I consider that 1/day, 2/week is a good limitation. Looking forward hearing other experiences -Greg ... View more

Hi James, I do not think it will affect much performance. Segmentation maintenance is a back office, low priority tasks. Another point is that you have a limit in the number of segmentations you can have in your instance (25 is the limit, AFAIK). Therefore, you might to delete them simply to free your quota and be able to create new ones. -Greg ... View more

Hi Kim, I really do not understand what was told to you. If there is a change to the contact, and you segmentation is based on account fields, why would the segmentation have t change ? We have created numerous segmentations on account fields an never observed any issue. -Greg ... View more

HI James, Globally deleting any asset in Marketo that is used many times if very painful and there is no workaround. -Greg ... View more

Kayleen, Yes, you should exclude all members of this list from the LLC campaigns. The easiest to do this is to add a FILTER to your trigger LLC campaign: member of list NOT IN durable unsubscribe import list. -Greg ... View more

Brienne, This is likely a bad idea unless the various source templates have been developed by the same person from the same framework. Otherwise, you will almost certainly bump into code incompatibility which fixing will cost more that a dev from 0 or buying a template from a vendor such as Knak.io. -Greg ... View more

Hi Reuben, Can you check the version of MSI package that is on your SFDC instance ? If it's lower than 1.4359.2, you should consider upgrading it. Best regards Greg ... View more

Hi Kevin, Marketo offers some deliverability options, that range from dedicated IP addresses to specific option that enable you to monitor you deliverability. The need for these not only depends on the type of business you are in bit also on the volume of emails you plan sending. Can you provide some more info on these 2 aspects? -Greg ... View more

HI Jas, The use of JS enable a smarter user experience, since your visitors will see some box uncheck when they check some others. In other terms, it enables you to show some consistency between the choices the visitor is making. -Greg ... View more

HI Carmella, You will need to investigate the "offer channel" model that is not that easy to implement in Marketo. The dichotomy between one unique program for each channel and one unique program for each content will not enable you to do what you are looking for. Start voting here : Now, until this is implemented, you will need to start with implementing UTM fields and capturing them in appropriate fields. To go further, you can use one program for each content-channel combination. I do not like this approach much, though, because when the number of content increases, it drives the number of programs to a enormous number and it becomes soon unmanageable. another possibility is to use SFDC campaigns for each program-channel combination, if you do use SFDC as a CRM. in this model, you only use 1 program for each content, but the you add the leads to dedicated content-channel campaigns. -Greg ... View more

Again, any ETA ? -Greg ... View more

Hi Mark, Better make a small change to the form CSS, if yiou want my take -Greg ... View more

Hi Alexandra, I am afraid it will have to wait until the New GUI is released, next year. Greg ... View more

If you do not want to develop yourself, 2 alternative solutions : Marketo PS provides a Data Loader that can automate imports. Is a development that runs on a windows server and that cazn be more or less adapted to your needs. Use an Cloud ETL solution (e.g. Workato) that can read the file and import its content to Marketo. AFAIK, none of these solution have yet implemente the support of the bulk import API, so they read the file and push the leads to Marketo one by one, resulting in a significant consumption of Marketo API if you need to import a lot of leads, though. -Greg ... View more

Hi Thomas, Another way to go is to develop a bit on Nicholas idea of another field. I understand you are importing the CO's through API, not from SFDC. Therefore, you could create another field in the CO, for instance 'Follow-up email date" and set the values of that field prior to import in the import file (= event date + 7) The you would simply run a daily batch that would select every lead with a CO which "Follow-Up Email Date" is yesterday. You would also be able to use this field in the velocity script for filtering. -Greg ... View more

If you want something more permanent and more structural that what Dan suggest, you can also ask support to change the rules for automated duplicate detection. For instance, if Partitions A and B relate to 2 different Business Units, you can create a "Business Unit" field and ask support to set the duplicate detection to email + Business Unit. Then, reprocess all leads from Partition A to "Business Unit" = "A", using a Change Data Value flow step in a batch campaign and the you will be able to import all you partition "B" leads with "B" in the Business Unit field. You will also need some Lead Partition Assignment campaigns in your global workspace (the one that can access all partitions) to ensure proper assignment of leads and some automated data management smart campaigns in each workspace that automatically set the "Business Unit" field on lead creation when it's empty. Another way to set this up is to ask support to set the dedupe rule to email + Partition. All these need to be planned carefully, though, because it impacts structurally your database and the way you manage data. Greg ... View more