About James_Glavin

James_Glavin · ‎06-04-2015

Just a quick message to say thank you Sanford Whiteman and Edward Unthank for taking the time to reply. There's some really great stuff here! I've passed it all to our web designer; I'm sure this is going to help us hugely!

James_Glavin · ‎06-03-2015

Hi there, We have one standard form that we use on multiple Marketo landing pages. We're struggling to find an easy way to customize the submit button on the form and hope someone out there has found a good solution! We'd like to be able to change the look of the button (color and text) from page to page. How could we do that without having to create a new template for every landing page or having multiple forms? In other discussion threads, people have mentioned using tokens, but I don't understand where we place the token initially in order to make this work. We're using Marketo's new guided landing page template feature which is making it much easier for our marketing team to make changes to landing pages, but this is the last piece of the puzzle—thanks in advance for any advice! James

James_Glavin · ‎06-03-2015

Thanks! This sounds like a great way to resolve it. (And thanks for the clarification on the nbsp html!)

James_Glavin · ‎06-03-2015

Thanks for the suggestion, but if we create the emails as operational it will send to people even if they've unsubscribed, so we couldn't go down that route unfortunately.

James_Glavin · ‎06-03-2015

We've created new email templates that contain their own unsubscribe link. I'd like to remove the unsubscribe links found in Admin>Email, but if I delete out the text and tokens, I can't save the change - I get an error message: Missing value for 'Unsubscribe HTML' How do I get around this? I guess I could put something generic without an unsubscribe link in this space just to allow me to save it (e.g. This email was sent to {{lead.Email Address}}), but I'd rather delete this entirely. Any ideas? Thanks, James

James_Glavin · ‎04-06-2015

I'm asking this question, fully expecting the answer to be 'no', but here goes..! Is there any way of making a connection between two Leads in Marketo, so that when a data change happens in one lead, you can send out an alert to another lead. So for example if Person A fills out a webform, Person B gets an email saying 'Person A just filled out a webform'. It's basically like a sales alert, but one which goes to another lead in Marketo, rather than the sales owner. Any ideas..? Thanks, James

James_Glavin · ‎03-26-2015

Sure - I can do that. I posted it to Sales Insight, but can add it to the title for clarity. I've no idea whether this is true for SFDC, but the response I've had from Marketo Support makes me think so.

James_Glavin · ‎03-26-2015

A further follow up from Support - this is not customizable: " Sales Insight is hard coded to have a maximum of two weeks for the Lead Feed but it can go as short as three days if the User has a massive amount of assigned Leads/Contacts. This decision was made to ensure the overall performance of Sales Insight is maintained. If the Lead Feed is allowed to go further back it could take a substantial amount of time to retrieve and display the information" So I've created an idea that this should be made to be customizable. If you'd like to vote it up, here's the link: https://community.marketo.com/MarketoIdeaDetail?id=08750000000KKD3AAO

James_Glavin · ‎03-26-2015

Currently the Lead Feed will only show Interesting Moments that occurred in the last two weeks. I think it would be great if this could be customizable as this timeframe may not suit every company's sales cycle. Ideally you would be able to set the Lead Feed to show all Interesting Moments for the last x weeks, or the last x number of Interesting Moments. Having that sort of flexibility would make the Lead Feed a much more powerful feature I think. James

James_Glavin · ‎03-26-2015

Yes, apparently the Lead Feed is limited to the last two weeks. Here's the response from support: " The Lead Feed is designed to show recent Interesting Moments that have occurred in the past two weeks. Since her Leads have not had any Interesting Moments occur in that time frame there will not be any information to display." Dan - I agree that this isn't ideal in all cases, so I've gone back to ask if this time period is customizable. If not, I'll create a new idea for this!

James_Glavin · ‎03-25-2015

Hi Charlie, I'm talking about the lead feed in our CRM (Dynamics) which is found under Best Bets. Looking into this a bit more I do wonder if it only shows interesting moments for the past couple of weeks... Can anyone confirm that? If this is the case, does anyone know if this is customizable? James

James_Glavin · ‎03-25-2015

Hi there, One of our sales reps has an empty Lead Feed, even though she has leads with interesting moments. That said, the last interesting moment was around 3 weeks ago - is the leed feed limited to only show interesting moments within the recent past? If not, what else might be causing her lead feed to be empty? Thanks, James

James_Glavin · ‎03-18-2015

Thanks Sanford, I do appreciate it!

James_Glavin · ‎03-18-2015

Simple to you, maybe Sanford! 😉 I'm going with Josh's idea of using a Select field type, and defining Yes to mean False and No to mean True. Thanks everyone for your input. James

James_Glavin · ‎03-16-2015

Hi Dory - Sadly rephrasing the question isn't an option, although I did suggest it! 😉 I think having two fields plus campaign could work. Thanks for the idea! Josh - a Yes/No might be the solution here. But if I did want to flip the check box, how could I make that work?

James_Glavin · ‎03-16-2015

Hi there, How would I go about setting up a field on a form, so that if someone checks the box, it's recorded as a "false" response, and if it is left unchecked, the response is recorded as "true". Is that possible? Thanks, James

James_Glavin · ‎02-27-2015

Thanks Oisin!

James_Glavin · ‎02-24-2015

Yep, it's a bit of a puzzler! I'll keep thinking about this one and let you know if I have a eureka moment! Thanks Justin!

James_Glavin · ‎02-24-2015

I'll add my thoughts to this thread, even thought it's a bit of an old one; I was scratching my head about the space plus comma issue too. I considered this solution: Hello {{lead.First Name:default=!}} which results in 'Hello !' if you don't have a first name for a lead. It's not technically correct punctuation, but I preferred how it looked to just 'Hello' on it's own with no punctuation at all. But in the end I went for: Hello {{lead.First Name:default=there}}, So you either get Hello James, or Hello there,

James_Glavin · ‎02-23-2015

Wow, Justin - thanks again! I've set that up and it works perfectly. Thanks so much for the help! I have a follow up question. The final piece of our event program is an email that goes out to all registered leads on the day before the event saying "See you tomorrow!". Is there any way of tokenising an email send to go out on a specific date? What I'm trying to avoid is people who register on the day of the event getting a 'see you tomorrow' message. I promise that's my last question...for now! James

James_Glavin · ‎02-20-2015

I'm setting up an event program, which has a series of email invites. I'm using a token and wait steps to set up a campaign or campaigns that sends out invite #1 three weeks before the event, #2 two weeks before the event and #3 a week before the event. I thought I could use the a trigger campaign (Program Status is Changed to Invited) plus a Date Token Wait Step ({{my.Event_Date}} Minus 21 days etc) to set this up. The problem I'm having is that if someone is added less than a week before the event, they will get all three emails at once. I know that I could do a batch campaign with a specific send date for the emails to go out, but I was hoping through use of trigger campaigns/tokens I could set it up in such a way that I could clone the whole program without having to then manually select the dates for each email to go out. What I'm trying to achieve is "Run Once on {{my.Event_Date}} Minus 21 days". Is this possible? My Friday afternoon brain is officially frazzled, so I'm hoping someone can help! Thanks, James

James_Glavin · ‎02-20-2015

Thanks both. My original plan was to use the form as as a RSVP Yes, but due to the nature of our events and our leads, we often get people contacting us to let us know that they can't attend, so I was looking for a way to incorporate this into the form. I take the point that this could be done via a link. You've helped me clarify my thinking on this - much appreciated! James

James_Glavin · ‎02-20-2015

Hi all, I've been setting up a live event (roadshow) for the first time, and feel like I'm almost there, but have one final stumbling block. I want leads to be able to click a link in an email, go to a landing page, and submit a form to RSVP and let us know if they can attend or not. I'm struggling to figure out how the RSVP field in the form should work. I want to have a Yes/No dropdown. If they select Yes, it should change their Program Status to 'Registered'. If they RSVP No, it should change their Program Status to 'Declined' (which is a Roadshow status that I've created). My question is how do I make the connection between the field and the program status? I don't want to have to create a field for every event we do, but I'm also struggling to see how a single field could work across multiple events. I need to set it up in a way that will allow me to clone programs, and will allow leads to RSVP to more than one event, possibly with different responses, without it messing up their program statuses. Bring on the Marketo expertise! Thanks, James

James_Glavin · ‎02-19-2015

Thank you so much for all your responses - it's been very helpful! I'm going to dive in to this today, so I may be back with more questions!

James_Glavin · ‎02-18-2015

Wow, thanks Justin - emailing you now!

James_Glavin · ‎02-18-2015

Thanks Josh, for the thorough response! Where would I set these tokens up? We have a folder which holds all our event programs - do I set the tokens up at the parent folder level, or at the program level?

James_Glavin · ‎02-18-2015

Hi there, I wonder if someone would be willing to share the way that they set up event programs, particularly use of program tokens. As a relatively new user of Marketo (not sure how long I can keep saying that!) I'm trying to wrap my head around the best way to set our various event programs up. We run a series of live events which all have a very similar structure, and so my hope is to set up one program, which I can then clone for all other events. Through the use of tokens, all assets should be tailored to that specific event. The assets would include a landing page with RSVP form, various invite, follow-up and reminder emails and their associated smart campaigns. I've read the various articles in the community on tokens, and I'm still not 100% on how it all works. It may be I just have to dive in and learn through trial and error, but if anyone can share their experience or point me in the direction of resources they've found helpful, I'd be very appreciative. Thanks, James

James_Glavin · ‎02-13-2015

Thank you both again! Really appreciate the detailed answers. I agree that a smart list works better in this instance, so when our sales team can subscribe to these, that would be perfect. I was trying to avoid having to do a weekly export, which is why I started looking at doing this with a report rather than a smart list. Thank you both for the helpful advice. Have a great weekend! James

James_Glavin · ‎02-13-2015

Thanks Nate and Laura for your speedy response! In this example, I chose (I think!) a Lead Performance Report type, which might explain why I don't have more columns available to me. What I'm actually trying to do is build a report that I can share with our Sales Team, which shows them which of their leads have clicked a link in a marketing email in the last 7 days. I created a smart list which produces the list of leads, and then used this smart list in the report, but the data it's pulling through is limited. If you have any better suggestions of how I can do this, I'm all ears. (As background, I realize that this is the type of information a sales team would get from Sales Insight but, as Dynamics users, we're having problems making this happen, so I am looking to build a report as some sort of interim workaround). Thanks! James

James_Glavin · ‎02-13-2015

Hi there, I'm starting to build reports for the first time in Marketo, and am finding it difficult to customize them in the way I want. I want to add additional columns to the report, but when right clicking on the column header (as this article suggests), I only have the option of including one column, Total Leads, which is already shown as a column: Any idea what I'm doing wrong here? Thanks, James

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