Victor_Herrero

Exactly, we need to see how the segmentation is built. It may be using the wrong field to determine people's segment or "Australia" may not have been correctly added to the APAC segment and approved.  Also, keep in mind that building a segmentation for country, based on different country fields, although it seems like a fantastic and clever idea (I sure felt that way about it when i first saw my company's segmentation) can result in strange behaviors.    For instance, i had a case of someone being added to the wrong segmentation because one of the country fields was indicating a different country than the others. Make sure those 3 fields, when populated, are always aligned, or just choose the one that is based on GEO IP as I imagine that is how you want to determine what people see in your website.  ... View more

Hi @giovanna    Of course getting familiar with the tool first is a must. Because as far as I know, you will need to find a workaround for this one.  The Zoom integration doesn't currently support recurring webinars, which will make your life a little harder.    In deed the best option for you will probably be to create a "tokenized gym class marketo webinar template" that you can clone over and over. You could probably do with one template per each of your 17 classes. You WILL need a new marketo program for each session though...  Tokens will make the cloning easier, but for each session you will still need to:  create / clone webinar in zoom (perhaps you will be able to skip this step if you use recurring webinars) create / clone webinar program connect zoom webinar with Marketo webinar program modify all tokens (mostly dates and times - all the "variables" so to speak, that's what tokens are, the rest remains the same) activate all campaigns You are probably better off relying on zoom and it's internal invitation emails, at least at the beginning. And use marketo perhaps more for the sake of reporting.  But the way I see it, keep in mind that if you have 3 sessions a week of "cardio-box" you will need to do the process above 3 times a week, ideally with enough time for people to subscribe.  You may be able to not have to clone the zoom webinar each time and create a recurring series, but as i said, the integration does not support this feature, so you WILL have to clone the Marketo program each run and connect it for information on attendance to flow into Marketo.    There is a feature in Marketo that lets you import programs from a library. Here is some documentation on it: https://docs.marketo.com/display/public/DOCS/Import+a+Program#ImportaProgram-IdentifyPre-BuiltProgramsintheMarketoProgramLibrary   I haven't used it extensively, but could be a good starting point for your templates, especially if you are not too familiar.  Just keep in Mind tokens and tokenized programs are kind of advanced and will require some testing until you feel comfortable with it.    I hope this helps...    ... View more

I have been able to confirm the following constraints:    Web Form Fillout Web Service API Marketo Flow Action (not entirely sure if actual smart campaigns are under this umbrella, but automatic processing of segment placing is) sfdc ... View more

@Frank_Breen2 @Grégoire_Miche2 @Dan_Stevens_    I would like to pick up this topic again, maybe we should just involve support for it.    I have been able to confirm that "sfdc" is an accepted value for source and "salesforce.com" is not...  Did this behavior change over the years maybe?   The following list throws 0 results ("salesforce.com")   Whereas this list shows results ("sfdc")   I was trying to determine whether a change was made manually or automatically (using "is" or "is not" on "sfdc")       ... View more

It feels to me like what Marketo is really missing here (and in similar scenarios) is a way to stop a trigger or some way to signal that a campaign has finished processing.  This would be really powerful to chain processes together. For instance something similar to "webhook was called" but more like "webhook was called AND it finished, returning this result" or at least that it wen't through all flow steps in the requested campaign.    This could be dangerous if there is an error in the campaign and it never responds back... but I'm not sure that happens a lot and probably there could be some sort of time-out option. ... View more

Actually I just found out my problem: something wrong with one of the tokens in subject or body Your case is probably diffrent since you can't see any results at all (that is a snapshot of my results tab)   ... View more

Hi @Katie_DenHollan    I think the "skipped step" entry in the log only shows when there are choices in the flow steps and one of them "does nothing". But yes, I am having the same problem. I have a create task step and a test lead qualifying for the campaign, but nothing happens. Also no errors are showing...  I even saw in the documentaton that "due in" needs to be populated and Marketo will give it 5 days if you leave it empty: https://docs.marketo.com/display/public/DOCS/Create+Task   Did you manage to solve it?  ... View more

Well you are definitely onto something with the "Updated At". I just tested a campaign with it and even added a constraint of "New value: is not empty" and it didn't trigger at all...    It's either a bug or intended. But ultimately I would settle for bug. It shouldn't be available as a trigger if it won't trigger...  ... View more

Reading your earlier post, it seems you are already doing something like that. Aside from Sanford's suggestion to aggregate all updates on a custom field and listen for changes on that one...    If you don't want to remember to add a "Request campaign" step to all your campaigns, maybe you can create a central campaign that triggers on "Fills out form" / "Person is created" (maybe forms that contain a specific string in their name) and "requests" your API call campaign.    Creation and modification scenarios would need to be treated separately like this:  Created AND field1, field2, field3 are not empty Data value changes field1, Data value changes field2, Data value changes field3 AND (other filers you may need) ... View more

Hi there!    Maybe I'm not seeing something obvious, but I think you could probably create a smart campaign that uses "Change data value" as a flow step.    The triggers could be a "Data value changes" on each of the fields you are expecting updates on, coupled perhaps by the right filters so that it doesn't trigger in the wrong occasions.  Something like this:            ... View more

Hi @haliddelkic ,    Thanks for your reply.   What we currently have in place is a validation rule on the contact object.  I thought this might be better, but it generates a sync backlog. When Marketo tries to update their name or email, the record is blocked completely from then on. I think updates from Salesforce to Marketo still make it, but no further updates from Marketo to Salesforce make it through (for instance, score updates).    Removing the edit permissions from the sync user creates a backlog. This one I learned the hard way.  ... View more

In fact, recently I have noticed a new feature in Marketo: https://docs.marketo.com/display/public/DOCS/Program+Member+Custom+Fields   Custom fields for programs, which are probably a better choice than adding the field to the Person record, if the information is strictly tied to one campaign (program).  I see there are some important limitations like these fields not being available for tokens (probably a good idea is to use them strictly for operational information or reporting and not for any customer facing information that you may want to share with them).    I have to be honest, I haven't used them myself yet, but they do seem a good option for storing program specific information, like score attained from the program itself for every record in it.  ... View more

Perhaps advanced reporting in Marketo can give you that insight, but another option i see (probably not a best practice) could be to create a score field for that engagement program and have your internal behavioral scoring campaigns increase that score field when the desired action happens (I don't know, maybe "opens / clicks email in Stream A" ? ).    Something deep inside of me tells me we should avoid creating fields for single marketing campaigns or Marketo campaigns or pieces of content... I know Salesforce has a limit on fields per object, but I'm not aware of object limits in Marketo or performance issues derived from too many fields.    If you really really want to know that with precision, this may be a way... ... View more

Hi @Itay_Billet4    I'm looking for a similar thing - I want the Salesforce activity detail to be passed onto a specific field for that, so that when there are errors I can actually pull a report on people who have them and even analyze the information. @Dan_Stevens_ is this something that can be done with the method you propose? Trigger tokens? I'm not sure exactly what you mean since for me that means email scripting and script tokens or simply regular tokens based on existing fields but used in triggered campaigns.    To perhaps answer your (old by now) question, @Itay_Billet4 , an alternative is to play around with Drift's sync options and sync to both CRMs, but choose to sync the lead only to Marketo and the activities only to Salesforce. Drift will lookup the lead record in Salesforce (it will attempt several times after the conversation is closed) and attach the activity to it once it finally syncs and is found. This new activity on the Salesforce record will then sync to Marketo some minutes later.    In Salesforce conversations look better, more user friendly. But iirc conversation tags (which are super helpful for logic in Marketo) are only available on the Marketo custom activities. Here is what it looks like for us:       We get double entries for meetings booked and conversations in Marketo, but that is fine. This was because of the conversation tags that I can only see and use in Marketo through the Marketo integration (and to be on the safe side) and at the same time wanting sales reps to be able to see their Drift conversations in Salesforce.  When the conversation is logged in Salesforce it is also synced to Marketo but it is missing the tags.  ... View more

Hi @SanfordWhiteman ,    Thanks for your reply.  I did eventually see their lookup product, of course paid 🙂 . But you do say it is reasoably priced... so we will keep it in mind. I bookmarked your article about setting it up as webhook. I also found something on github a long time ago that does exactly that: input a phone number, outputs the number in different formats and other metadata like landline or not... not sure if carrier though. Probably unsafe to use directly and probably would get out of date without maintenance... ?   Eventually I also figured out how to map response attributes, only I'm mapping single ones... is there a way to map the whole response to a field?  I tried things like  to try to emulate what is explained here. But the response from Twilio doesn't follow that structure...      { "sid": "SM####################################", "date_created": "Tue, 16 Jun 2020 12:56:47 +0000", "date_updated": "Tue, 16 Jun 2020 12:56:47 +0000", "date_sent": null, "account_sid": "AC################################", "to": "+41#########", "from": "+41#########", "messaging_service_sid": null, "body": "subscription settings", "status": "queued", "num_segments": "1", "num_media": "0", "direction": "outbound-api", "api_version": "2010-04-01", "price": null, "price_unit": "USD", "error_code": null, "error_message": null, "uri": "/2010-04-01/Accounts/AC##############################/Messages/SM###################################.json", "subresource_uris": { "media": "/2010-04-01/Accounts/AC#########################/Messages/SM###############################/Media.json" } }       Also thanks for the webhook was called tip i was using that to create a history of 'sent' and 'failed' events.    The change data value token looks like this:  [{{system.dateTime}}] Delivery failed | {{lead.SMS History (Mkto):default=edit me}} Which results in a story field with concatenated entries like these: I'm wondering what happens if you keep doing this and reach the field's character limit...    The hardest part is the 'delivered' status. For that it seems a whole web service is needed (you mention this in one of your posts), which doesn't seem to be too complex, but definitely too complex for me at the moment.          ... View more

Hi @Diana_Watts3 ,    The reply I got from them was that Marketo simply received several requests from the client side and just processed them normally. It just so happens that the requests all had an identical timestamp.  That explains why the automatic dedupe rule was unable to catch the duplicates: 15 checks fired at the same time, but no record was on database at the time the checks were made, so 15 identical copies were flagged as OK and pushed into the CRM.    To me it sounds like there is some room for improvement there ...    How the real person was able to make that many legit form submissions is also unclear... one hypothesis has been a slow connection or some front-end problem led the persons to click on submit several times. Not sure how it's possible for someone to click 15 times in one second, so probably a slow connection or some other hiccup queued the submissions and sent them all through at once? Maybe a bot?    I don't know enough to understand. @SanfordWhiteman maybe you have come across something like this and have an idea of how it might happen? All our cases were LATAM or South Africa, so maybe infrastructure played a role? I also don't want to make assumptions about that really. ... View more

Right!  I didn't think about what '%2B' actually translated to. I guess the posts and documents I have been checking are centered around the US.    This is how I am thinking of setting it up (and we may end up doing it from Salesforce anyway, with more serious development so we can see message history and merge it with an sms functionality we already have on the lead record page):    (SMS as parent folder, AP and HF represent our two types of clients)   The webhook: https://{{my.twilioSid}}:{{my.twilioToken}}@api.twilio.com/2010-04-01/Accounts/{{my.twilioSid}}/Messages.json From=%2B1{{my.twilioFromNumber}}&To=%2B1{{lead.Phone Number:default=edit me}}&Body={{my.twilioMessageBody}}   I am using folder and program tokens. The parent folder includes the ID and token for the twilio account, I intended the country folders to include the 'From' numbers and the programs to include the message body token. I was hoping to just create one webhook by doing this, instead of one per 'From' country or one per message (I really hope not :S )   Now I see that my template/payload is hard-coded to the US and I need to work on that.  The next problem I see is that our phone numbers aren't always in the right format. What would you suggest we do for this?    Of course validation is the right answer, but if that were not an option I was thinking of a script token that transforms numbers into the right format before the call is executed - I think you said script tokens don't work outside of the email context in some other post.  In that case perhaps another webhook that has been previously called and normalizes our phone numbers from the start or maybe even a Salesforce solution that kicks in on sync?  Do you see any other problems with a setup like this?    I have also been trying to map the response from twilio to a field in the template, but I haven't managed to access the right element in the response as explained here. In any case, I have been able to have a look at the logs in twilio and I think the first element in the response I would be interested in would most of the time always say 'queued', which is not what I want to see. I want so see 'sent' or an error message.  Even if I got that right, we couldn't see the history, only the most recent log... I don't know, this all feels like an MVP at best.      ... View more

@SanfordWhiteman and @Phillip_Wild ,    Thanks for your responses. It's good to know we could perhaps build a two-way SMS service (maybe even some form of reporting) using Zapier if we can't get a developer to build it. But I was also thinking that the volume of calls may make it a worse investment than getting an in-house solution developed.    Great insights! ... View more

Hi @Social_Garden6    So in your experience the phone format should be with country code but no '+' (i.e. +44 --> 0044) or with no country code at all?  I seem to e having a strange problem, where twilio will add '+1' to my 'To' phone number, regardless of which country it belongs to or if it has country code already.  ... View more

Hi @Rachit_Puri2 ,    I am experiencing something very similar, also very high numbers, right now record at 15 copies. Did you figure out what it was?  ... View more

Hi @Diana_Watts3,    I'm having the same or a very similar problem. Lately we are seeing people submitting from the same countries, same type of form and landing page and it's creating several records simultaneously (same minute, don't have more granularity). The record is now at 15.  It's strange because we are unable to reproduce the issue. Developers looked at it and couldn't find anything. They suspect maybe very slow connections can lead to subsequent submissions. To me this seems like a technical problem. 15 submissions in the same minute (probably second, since Marketo was unable to dedupe on exact email match...). Even with form pre-fill, which no longer works, it should not be possible. Last time we had something similar was a faulty integration that posted twice. Only in this case it's  a form submission...    Did you and Sanford figure it out?   ... View more

Hi @Phillip_Wild ,    Modularity is the key point here. I try my best to make every new thing modular and refactor everything I see has repetition as much a I can, but it's a hard case to argue to spend time changing something that already works instead of working on new things that bring new value.  Although... do they really work? Because I keep seeing cases where something set up years ago by someone else is now outdated or has stopped working and nobody knows or realizes.  The keys here would be: build it modular and document as @Carrie_Chandle1 suggests, perhaps even build alerts to know when something stops working (this can be quite tricky, but we are also trying). We just have a lot of debt in that respect I guess. Maybe because the team was always small, maybe because of rushing or simply not knowing better.    Do you have any tips for keep centralized and up-to-date documentation? I think the pain points with it is finding a system (confluence? Excel?), and a structure (Diagrams? Tables? Lists? just text?) that will be clear and easy for everyone and at the same time not a pain to update, otherwise there is the risk of skipping the documentation step, something even I do when I'm stressed or in a rush.    With the welcome email example, I guess you were spot-on: if we have a campaign that says " send welcome email". We have several, sadly. Because we have two types of customers (you could almost consider them different businesses), and also because there are several different welcome emails so be sent depending on country and entry point.  Our welcome emails are an example of something that clearly needs refactoring, there should only be one campaign sending welcome emails (or 1 per type of client) where the right filters / choice steps / segmentation will determine which email you get.    The reason I wanted to use segmentations for logic rather than just personalization (we only really personalize based on language anyway, for now...) is precisely modularity. Whether or not to use a segmentation or just the field in particular perhaps depends on how much the segmentation can be re used. As much as possible, my aim would be to just go to one place to make the changes, but maybe i need to present clear situations to explain what I mean.  ... View more

I was researching on this topic, as we are facing this issue with contact information, for example: email.  In our case, we want to ensure that for as long as someone doesn't have a proper account with us (in a separate system, let's call it "Compliance System"), we want them to be able to update their email address through form submission etc.  Typically, after they are converted, they have an account in our "Compliance System", which only pushes updates to Salesforce.    When that is the case, they can change their email address there and it syncs to SFDC, then to Marketo.  The problem we are trying to solve is Marketo updating contact info on every form submission because that makes Salesforce and our Compliance system to step out of sync (the info only flows down from Compliance System).   It seems like the only suggestions / creative workarounds are:  to use proxy fields (so, "proxyEmail") and let a smart campaign push that value to "Email" on every update of "proxyEmail", as long as the record is not a Contact in Salesforce yet. I read about it here as well: https://nation.marketo.com/t5/Product-Discussions/Blocking-field-updates-depending-on-record-based-criteria/m-p/28978/highlight/true#M2306 to block the Email field from updates from form fill outs (potentially list uploads and maybe API as well) Our current solution has been to block Marketo sync from updating a specific record type's contact fields (and this is probably causing a sync backlog). The first solution would give us the required precision, but It means a complete refactoring (need to replace all contact fields with proxy fields in all integrations and more than a 100 forms) The second solution is too generic (until someone is a contact it would be ok for them to update their phone and email, in case they gave junk email address / fake information initially), but also the simplest. We also have two record types for two types of customers and we may not want to apply this for both...    Are there any other options out there? Is there a way to block or stop changes of fields in Salesforce without Marketo categorizing it as a sync failure and creating a sync backlog? Maybe silently ignore the update?      ... View more

That looks really interesting! Thank you for sharing 🙂 That would mean you can create a token where you define variables, then include it inside the email (even if it doesn't really output anything, just contains variables) and start referencing when appropriate.  For instance:  {{my.contentVariations}} - contains &varA_EN, &varB_EN, &varA_ES and &varB_ES of the content (probably also a default value). {{my.emailBody_EN}} - contains {{my.contentVariations}} and a code that based on some criteria references &varA_EN or $varB_EN {{my.emailBody_ES}} - contains {{my.contentVariations}} and a code that based on some criteria references &varA_ES or $varB_ES ...   Then you would need an email containing {{my.contentVariations}} whose body is another script, similar to a switch in javascript, where the cases are your preferred language, and for each case you serve a different {{my.emailBody_**}}. Is that more or less the direction? What you meant with adding levels of dynamism by referencing tokens inside tokens?  ... View more

Sorry for taking this long, I was expecting an email notification.    A Velocity-powered email can be  way  more dynamically personalized than "Dynamic Content" allows - for example, using the intersection of multiple fields + multiple segments at the same time to determine final content. With regard to this, I think I see what you mean. In a dynamic email you can basically use one segmentation, like say language. But if you had content A and B in each language, you couldn't reach that depth, and you would need a more complex segmentation combining both language and somehow also A and B contents. So I take it that this would be achieved making use of your "tokenception"?  Have contents A and B in a script and have one version of this per language, then reference that token based on language segmentation (for instance) and let the script token give your lead A or B based on whatever rule in the script?  Maybe even ditch the segmentation altogether and use a script token (or several) for the email body that changes based on your country field.  Is there an example of tokens referenced in tokens that you can show me? Even a simple one? Maybe in your blog?  Do they have to be on the same folder (scope) ?  This is perhaps what you mean https://nation.marketo.com/t5/Product-Discussions/Referencing-local-tokens-in-an-email-Velocity-email-script-token/td-p/44812 ... View more