Paul_Johnson

Paul_Johnson · ‎08-10-2017

Hey Sanford, I'm not finding anything when I search. Any help would be great!

Paul_Johnson · ‎08-10-2017

Hey guys, Hoping for some help here. Can anybody help me identify the email script token I should use (or find another strategy) to have various URLs be on a button depending on the lead owner email address? We are doing a campaign where people can click the button to go to the page to submit a referral. However, we have various links depending on the lead owner email address so that the referral gets routed to that lead owner. Thanks!

Paul_Johnson · ‎08-04-2017

Hey guys, I'd love some ideas. I have many many marketo forms that are used on our site that ARE NOT on Marketo Landing Pages. So they don't show where they are being used. Any ideas on how to organize/document where they are being used on the site?

Paul_Johnson · ‎07-14-2017

Hey team, we currently use pages.domainname for the CNAME of our landing pages. Can you take off the CNAME and simply use domainname.com for marketo landing pages?

Paul_Johnson · ‎05-23-2017

Thanks Chris, But was is the trigger attribute that sets the email off?

Paul_Johnson · ‎05-23-2017

Hey guys, Hoping you can help me with a quick question. I need to send an email based on a trigger of a date field becoming 30 days old. In this case, it's part of the opportunity, "last activity date". The attribute field is NOT changing in this case. If the last date of activity is June 1st, and it isn't touched for 30 days, I need an email to be sent out. In this case, would my screenshot below be the correct way to set it up? The trigger attribute is the last activity date, and the new value is now "in past before" 30 days? Thanks for the help!

Paul_Johnson · ‎05-16-2017

Hoping this is a good question. I have a Sales Ops instance that is pretty complicated. We have partner records which is a custom object and because of historical mishaps, the Salesforce instance is a bit messy. The sales ops team does NOT want marketing to work on de-duping or cleaning the records within Salesforce. What is the general opinion on cleaning the Marketo database without touching the salesforce records. So basically deleting records and prevent from syncing again in Marketo. Would love some help! Thanks!

Paul_Johnson · ‎05-08-2017

Josh, Thanks for the response. How does this work if i don't want to reassign the leads to people? Also, this won't create duplicate records or change lead status will it?

Paul_Johnson · ‎05-08-2017

My Sales Ops team created a new field in the the salesforce opportunity. The field is "number of quotes", which counts the number of quotes associated with the opportunity. The new field populated the number of quotes and is accurate in Salesforce. I now have this field in my marketo instance. But it isn't synching correctly. I read in the docs that for a field that already has data in salesforce, " If the field already has values in Salesforce, those values don't sync over to Marketo until the next record update." How can i manually update these records so the field is accurate? Thanks!

Paul_Johnson · ‎05-02-2017

I'd love to get some input on best practices of actions you should make take place in your CRM after emails start bouncing. Any ideas? Should I remove the email address? notate on the email field something like "this email address is invalid"? Create a new field in salesforce stating the email is invalid?

Paul_Johnson · ‎04-06-2017

Thank you guys.

Paul_Johnson · ‎04-06-2017

I recently sent out an email with a smart campaign. I received feedback from a prospect telling us he received the email 47 TIMES....HORRIBLE. I only received this feedback from 1 person on the list of those that received it. In his activity record it only shows him being delivered the email 1 time. He DOES NOT have duplicate lead records in marketo either. Any thoughts? Thanks!

Paul_Johnson · ‎03-21-2017

Thank you everyone!

Paul_Johnson · ‎03-10-2017

Hey team, I'm trying to better organize our Marketo instance. At our company, we work heavily on Sales verticals. We sell to Inside SMB, k12, Higher Education, Channel partners, etc. As expected, one of my vital tasks is to ensure it's heavily regulated that emails don't get sent to the wrong vertical. Especially the direct sales vs. partners emails. The question I have is if it would be smarter to continue doing what I have been doing and use smart lists on data in the system for a blast/nurture. OR should I make segments on these various verticals, and another on Customer / Non customer? Thanks for the help!

Paul_Johnson · ‎02-28-2017

Thanks to everyone!

Paul_Johnson · ‎02-27-2017

Hey guys, Email marketing can cause stress. The fear of forgetting a filter in a campaign that will weed out necessary people is REAL! My question is if you can create some kind of rules that prohibit you from making some mistakes. My Marketo instance is broken up by the various verticals we support. SMB team, Higher ed, Current customers, etc.... Is there a way that I can say, any programs that come through this Folder, DO NOT email anyone who meets this criteria?

Paul_Johnson · ‎02-15-2017

Hoping to get some help on this one! I have a new campaign which is triggered on specific activies in Salesforce (leaving a voicemail) There are 4 emails on the chain: After the first activity is registered with the subject, "Voicemail", Email one goes out. The second email is triggered when another "Voicemail" is left, the person HAS received email 1, but hasn't received emails 2, 3, or 4. Email 3 is similar but is sent after another voicemail if the person HAS received emails 1 and 2 but not 3 or 4 Email 4 Is sent out when another voicemail has been left and they've received the first 3 emails. I've run into a problem where email 1 works properly and then emails 2, 3, and 4 go out ALL at once when the second voicemail is being left. Any thoughts??

Paul_Johnson · ‎02-08-2017

Hey guys, I'm running a smart campaign based on a specific activity record that happens in Salesforce. (A call record). There are many fields in that call record that are not coming into marketo. Do I need to do something with my synch? The marketo user in salesforce IS able to see these fields. Any thoughts? Should I refresh Schema?

Paul_Johnson · ‎02-07-2017

Thanks Devraj

Paul_Johnson · ‎02-07-2017

Hey guys, I have a quick question regarding the wait step. I have a smart campaign I am needing to run. An email is needed to be sent out after two days of waiting after a specific action. However, if one of a couple things happen in that time, I need the email to NOT be sent out. Is there a way to cancel the trigger? Hope that makes sense.

Paul_Johnson · ‎01-25-2017

Hello! Hoping to find a solution to this: I am needing to create a link in an email that is different depending on who owns the lead the email is going to. Anyone know the best way to do this? The only thing I can think of is creating a custom field being the link and then creating a smart campaign that puts that link in the custom field when a lead is assigned to a lead.

Paul_Johnson · ‎01-06-2017

Now i'm understanding the issue is there is no UTM info in the url. However that being said, what's the best way to get information on where the lead came from when someone fills out this form. Even if they got to it after going to a different page on the website. I would like to know if they came from google/facebook/etc.

Paul_Johnson · ‎01-06-2017

Get Started - Jive Communications This is the link to the landing page.

Paul_Johnson · ‎01-06-2017

Hello all, Hoping to get some help. As leads come into the system, the UTM information is not coming through. I'll paste some screenshots below. Is it because these fields are setup as custom SFDC fields not Marketo fields?

Paul_Johnson · ‎12-21-2016

I'm good running either a batch or a trigger, just need to distinguish the form they filled out.

Paul_Johnson · ‎12-21-2016

The issue is I can't find a trigger or a filter that meet this criteria. I am going to need to perform various actions based on the specific facebook lead form they filled out. I just don't know why the "filled out facebook lead form" field isn't available to me?

Paul_Johnson · ‎12-21-2016

correct. There is no filter matching this criteria at all

Paul_Johnson · ‎12-21-2016

I just setup our Facebook Lead Ads launchpoint service. The leads ARE coming through however i'm not able to use the information in a smartcampaign as directed in the docs. See image below. The docs tell me once I enable Facebook ads, i can then use the triggers and filters in a smart campaign. Any reason they aren't showing up for me?

Paul_Johnson · ‎11-30-2016

Thanks Grégoire

Paul_Johnson · ‎11-30-2016

Thanks Josh.

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Re: Email Script token various urls

Email Script token various urls

Where are my forms being used?

Do you need a CNAME on landing pages?

Re: Quick Trigger Question - Field Not being updat...

Quick Trigger Question - Field Not being updated, ...

Data management vs. Salesforce data management

Re: New Salesforce Field Not Syncing correctly

New Salesforce Field Not Syncing correctly

Email Bounce CRM Best Practices

Re: email delivered numerous times to same person

email delivered numerous times to same person

Re: Segment or Filter

Segment or Filter

Re: Safety Rules by folder or campaign??

Safety Rules by folder or campaign??

Problem with Trigger - Sending out numerous emails...

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Re: Interrupt the Wait Step

Interrupt the Wait Step

Different Link depending on lead owner

Re: UTM Source not working

Re: UTM Source not working

UTM Source not working

Re: smart campaign trigger facebook ads

Re: smart campaign trigger facebook ads

Re: smart campaign trigger facebook ads

smart campaign trigger facebook ads

Re: Lead/Contact Owner

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