JD_Nelson

JD_Nelson · ‎10-24-2019

a good note from DOCS: "Segments currently do not support In Past and In Timeframe constraints on filters. That's because segmentations only check for updates when a change data value is logged. These values are not logged for things that change automatically, such as formula fields and dates."

JD_Nelson · ‎10-24-2019

They are dynamic -- as long as they match the criteria you set they will update as values change.

JD_Nelson · ‎10-24-2019

We've all been there! Happy to help. You've definitely come to the right place to get help. If that answer sufficed would you please mark it as correct so it closes the topic?

JD_Nelson · ‎10-24-2019

swapping forms via Web Personalization are some of my favorite use cases! Amit Jain‌ is right -- you'll swap out that whole Div with the In Zone campaign

JD_Nelson · ‎10-24-2019

best practice is to have leads run through lead lifecycle step-by-step (you don't want to necessarily "skip" anything, but they can pass through more quickly). To that end, I've only seen/done auto-mql by using existing scoring, like Michael Florin‌ said. Just understand your scoring model -- some scoring models never go negative, so you can just add +30 (whatever MQL is) and be done, OR if you do have negative scores, you can hard set a score to be exactly 30 (just don't put the '+'). Just make sure you fully understand the scoring fields (behavioral vs demographic) and how they play together before hard coding scores at any point.

JD_Nelson · ‎10-24-2019

obviously your attribute will be whatever field you used -- Notes 01 was just an example I had in my system.

JD_Nelson · ‎10-24-2019

there's no "undo" per se, but you can update your smart campaign to only focus on the criteria you did change. If you change your filter to "Data Value Changed" select your attribute, timeframe, and previous/new values in the constraint menu you can undo them in bulk. Something like this:

JD_Nelson · ‎09-27-2019

Everything in here is great to get started. Something I invested (time) in when setting up a brand new instance was to make sure that my lead lifecycle processes were global/holistic and documented. What does that mean, exactly? When a net new lead enters your database for the first time, there should be a VERY consistent set of actions that happens, in a pretty particular order (acquisition, attribution, scoring, enrichment, product interest, sync to crm, etc). Having ONE program setup for this on EVERY lead will cut down any investigations you need to do, and answer EVERYONE's question "What happens when a lead is created?". If you document that, build it out from the onset, it solves a lot of problems.

JD_Nelson · ‎09-27-2019

We have a very similar journey, Darrel! While a great team is made up of all different journey's, starting in/around sales and being involved in that process provides a great basis for Marketing. Congrats on everything you've accomplished!

JD_Nelson · ‎09-27-2019

Can't stress it enough: " a significant amount of analysis should be put into what activities are feeding the positive sales outcomes" -- don't waste your time scoring things that don't matter! Great stuff!

JD_Nelson · ‎09-27-2019

These are great. Not usually talked about, but critically needed best practices everyone should be doing!

JD_Nelson · ‎09-27-2019

I'm with you, Heather. I'm not one for Karaoke, but Marissa rapping sounds like a good time.

JD_Nelson · ‎08-07-2019

I was posing that same question as I was scoping out options, as well...

JD_Nelson · ‎08-07-2019

Most is, but I was stuck on the 'after hours smartlist'

JD_Nelson · ‎08-07-2019

just stumbling across this now, Justin Norris‌, and unfortunately the screenshots are all missing -- the logic looks good, but the example formulas are hard to come by... any chance you happen to still have these 3+ years later??? lol

JD_Nelson · ‎07-31-2019

Thanks Ellie Lewis‌. I do think, too, that there's a level of "no-confidence" in some AI process that has to be expected as well. We can setup the most intricate of process to identify and improve customer journey, only to find that they viewed it on a tablet or phone or work computer that wasn't cookied/tagged/associated with known data we have and "That's OK!" -- I use to have many ContentAI campaigns running trying to capture all the variations of ways people could find us -- and that list would just grow and grow the more I could learn. It took a lot of Human Intelligence to get the Artificial Intelligence to work properly. Sreekanth Reddy‌ -- I do have your email from a while back that i owe you a response to.... I haven't forgotten.

JD_Nelson · ‎06-17-2019

just enabled a few of these for our team in the past month and the feedback from marketers is always positive. Allowing more functionality with less required time is always a win. Great tips!

JD_Nelson · ‎06-17-2019

The gauntlet has been thrown! Now we just need a solid metric to effectively report on 'creativity and entrepreneurship' in each region.

JD_Nelson · ‎06-17-2019

Very inspiring! 6-month contracts sounds amazing and scary at the same time! I like the drive & determination to make that work!

JD_Nelson · ‎06-17-2019

Go Sergio! ... and GOOOOO EAGLES!

JD_Nelson · ‎06-17-2019

Good stuff, thanks Joe! "I've been marketo-ing for a long time..." -- Joe Reitz‌, 0:40 Priceless!

JD_Nelson · ‎05-17-2019

I use categories to group similar content, whether that is type or theme; you can tag something multiple times, it just comes down to how you call it on your site or email -- so, for example, I would create tags for all 'webinars' then tags for themes like 'best practices' -- then when I implement the tag on the site, if that page is specific to webinars, I use the content tag; but if it's something specific to 'best practices' then I use that tag and allow any content type to show up. I tend to over-tag for this reason, and if you ever needed a 'double-tag' scenario you could create a tag that has both types as well. So you could have a "Best Practices - Webinar" tag if you wanted to use both. At that point the use-case becomes pretty open-ended, but I like to keep the end user in mind and keep the content as relevant as possible.

JD_Nelson · ‎05-17-2019

Hi Nina -- I spoke about this at Summit and gave my 'real world' examples from the past few years. Feel free to give it a watch and see if it answers any of your concerns. Happy to follow-up as needed after that as well. http://summit.adobe.com/na/summit-online/#26637

JD_Nelson · ‎05-07-2019

Love the process template slides. It's been a project of mine to create those at my new company as well! "[they] don't need to know how it operates in marketo" just what it's doing high-level. Nice job.

JD_Nelson · ‎05-07-2019

Kylie Peters I SEE YOU!

JD_Nelson · ‎05-07-2019

Agreed-upon QA checklists are crucial! Keeping them consistent and updated is tough, though! Need to have constant reminders! Also love program folder tokens! critical!

JD_Nelson · ‎04-26-2019

if you gate access to this page to be from an email marketo sends, you should prevent this from being an issue (a click on a marketo email or a form-fill on a marketo page will make it a 'known user') -- otherwise, I'll let someone else chime in about the code component. You could always hide the form to unknown users and request a '2-step authentication' process by them submitting their email address, then clicking the link from the email, thus making them known, as previously mentioned.

JD_Nelson · ‎02-15-2019

Was your module already in your email asset when you updated your template? You might need to remove the module and add it again to get it to bring over the updated code. I also found a typo in my code where the href tag didn't have a closing quote -- you'll need to add that as well.

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