Balkar_Singh
Level 5
Chandigarh
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08-22-2019
06:57 AM
Hi Brandon - Not necessarily through app (though it's the most scalable and accurate) - attendees can also be imported after working out the list of the people who visited the booth, which requires a lot if manual effort.
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08-22-2019
06:46 AM
1 Like
In addition to the evergreen way to analyse it outside Marketo - if the audience was segmented, we can assume there's a refined scope to gather this insight. Also - would suggest to consider the Content Type (TOFU/MOFU/BOFU) and any other parameters which can "normalize" the comparison - e.g. look for the opens for one email, but comparing it with an email which was sent at a different time may get slightly distorted. Email Reports - activity date/time can provide insights into "when" was it opened/engaged with last time? In addition, if the data is already segmented - identify how much of the audience falls into different segments. If not, it's recommended to define segmentations on some basis - e.g. personas, customers etc.
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08-14-2019
02:11 AM
As Jay says - it's specific to every business use case. However, the way to measure and improve is based how strong Sales-Marketing alignment is persistent. To maintain realistic scores, though, defining a score range, a time range to account for visits is a good idea - few years back we used to track an activity and score it whenever it happened, however it's better to say - X visits in on most valuable pages during a duration and scoring it. Notification of the most interesting moments are always beneficial - provided we identify them correctly, which requires the alignment.
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08-14-2019
02:01 AM
Given that tags seems to be a system to track program-level metrics based on flexible categories - most widely used is tracking program status for campaigns. For sources, we see examples of having dedicated source-specific SFDC campaigns to attribute success and pushing qualified leads in Marketo via choices towards SFDC (UTM is xyz, then add to SFDC-xyz, and so on) - one example could be having this sync enabled on program level and matching the source(Defined by channel) to SFDC campaigns - with pros/cons. Triggering follow up processing based on program status change can sometimes accomodate a complete set of leads including the connected apps (if we have integrations, and statuses also map to the parties integrated) Have rarely came across unique cases beyond the out-of-box scope, but looking for more ideas! Though UTMs and source tracking is more relevant since these are usually based of delivery techniques.
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07-01-2019
03:47 AM
The following link has the instructions https://docs.marketo.com/display/public/DOCS/Create+a+New+Program+Tag+and+Tag+Values You can edit the channel, and adjust the values - though you may need to remove dependencies before making the change.
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05-24-2019
04:41 AM
2 Likes
This may be feasible via defining the Reason constraint and picking the campaign which changes the value. E.g. mentioning the campaign which scores the lead on behavior, and in addition applying the filter member of engagement program.
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02-07-2019
06:40 AM
I'd suggest using the Referrer URL constraint on the trigger and reference the source UTMS by using the operator contains.
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01-23-2019
02:04 AM
As Eric Stone mentions, " mktoemail.com " could be considered as a "promotional" element in the email. U sing a branded subdomain could affect marketing efforts positively. There are various best practices to follow and try to get into primary emails. For example, various sources mention that, Gmail would push anything which looks like promotion , to promotions tab. (Looking for more ideas here is this should also apply to outlook) The following are the practices which we can deploy, and hope for the best chance of getting the primary tab - 1. Addressed to an actual name (using tokens) 2. Minimum number of external links 3. Avoid heavy use of images 4. Write the content copy in natural, rather than promotional language - hence avoiding the words like, "Discount", "Free", "Coupon" etc. 5. Use an email address which looks like an email address of a person in From/Reply sections. Looking for more ideas here.
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01-22-2019
02:18 AM
1 Like
Heyuting Dora Li - When we say that all members should/can receive at least an email within past 120 days, we need to ensure we are referring to Marketable leads - How to identify marketable leads? To reflect performance correctly, we don't want to contaminate the denominator with a hollow count. While you can address the database health as a separate exercise, if you have members who have not been sent emails, and thus missing out any chance of activity, you'd want to assess whether those members are marketable at all, or what are the reasons Marketo is blocking them?
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01-22-2019
02:13 AM
Nadia Medvedovsky It's an Add On, which needs to be purchased. You would want to learn more here - Content AI FAQ
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01-17-2019
12:56 AM
A successful stack will allow each type of marketer and salesperson to work on campaign storytelling and relationship building, rather than analysis.
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01-04-2019
07:22 AM
2 Likes
Franky Ruysschaert - You can use Duration, Specific Date, or a Date Token. A criteria can also be used to trigger the next send/flow - is more simpler if we use requested campaigns in sequence. The criteria can be based on verification of previous action - e.g. send reminder only if the first email was delivered (This can be defined as a progression status of program - using Program Status) Many of us use these statuses to determine the next steps. E.g. triggered campaign to look for a Program Status Update to "Delivered" and request "Wait, Send Reminder". The program status change can be defined in the flow of a campaign listening to "Email is Delivered" trigger. We can use date tokens, however you might want to look at advanced wait properties here - https://docs.marketo.com/display/public/DOCS/Use+a+Date+Token+in+a+Wait+Flow+Step
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01-03-2019
09:20 AM
2 Likes
Carly Stevens - While you won't be able to display this in charts within Marketo, however Josh Hill has a great resource on the link below to achieve most of this. The way mentioned requires to create the smart lists, however you don't need to manipulate it in spreadsheet. You can define a format, and then you can put it in a report in Marketo. Refer page 28 - you can group by different criteria. How to Achieve the Lifecycle Vision – Download Now - Marketing Rockstar Guides
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12-20-2018
11:14 AM
In addition to other checks, would suggest to check the campaign queue as well and if there are any leads remaining (if the campaign you used to send the email appears in the queue)
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12-05-2018
11:25 AM
1 Like
You can export this from Field Management, in mapping tab. However, Marketo has only one object - lead, and the mapping is mentioned for CRM in field management section
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11-29-2018
07:31 AM
No - the campaign will consider the current value. Static list is just a holder of that list - the records keep on updating. (If I am understanding your question correctly)
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11-28-2018
01:55 AM
6 Likes
Prithvi Kumar - I would suggest using Querystring here instead of Referrer, and use "Contains" instead of "is" - this can get you close to what you want, but as Floyd points out, this won't be 100% accurate - you would essentially get the same lead in different smart lists due to multiple variations, however you'll need to decide a winning source.
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10-22-2018
06:50 AM
Yes. The lead would get the next email based on the cadence defined.
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09-19-2018
08:12 AM
Pia Simeoni - The method I mentioned in previous comment doesn't involve attributing revenue to a program. However, there are metrics and ways which can get you closer to that goal. This method is to store information on lead. For getting closer to measurement of strategic metrics, there are some prerequisites which, thanks to Brian Law , has highlighted for Marketo and Opportunity data in SFDC here - Best Practices for Syncing SFDC Opportunities to Marketo – Part 2 and how to think about the models here - Attribution Exercises (Understanding Attribution) Here's how you can build it - RCE Attribution Reporting Overview and Best Practices There are add-ons which can do it as well, however RCE is the closest possible way to do it within Marketo. Looking for more ideas!
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09-19-2018
01:41 AM
1 Like
Would suggest to use a smart list with the criteria of events which you wanted to happen - e.g. Fills out form (define this in a smart list - say, XYZ) Possibly you want to send a follow-up to prospects who qualify for a second try. Reference the first try (the campaign via which you first sent them an email - Email 1) and then request another campaign, which has a wait step and a flow step which refers a choice - Member of Smart List (Not In) - XYZ, Send Email 2 - if you want to set this up whenever you run the batch. If you have already run the batch, create a new campaign, add the filters - member of smart campaign via which you sent the previous email AND member of smart list not in XYZ, and define the flow to send Email 2 Hope I interpreted it correctly and it helps!
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09-12-2018
12:36 AM
Martin Saberton - If the link which is promoted has the UTM parameters, and the hidden fields on Marketo form are configured to capture those values, they work regardless of where you promote the link. The integration (assuming LinkedIn Lead Gen Forms) allows to map a limited set of fields, and that data is not based on UTM parameters defined on Marketo Forms - those are fields which LinkedIn has on LinkedIn's Forms which are integrated/mapped with Marketo/fields.
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09-12-2018
12:23 AM
2 Likes
Pia Simeoni - Would suggest to label the collateral/content/assets as Resource Center - and then attribute the source/channel/medium into different fields. Digital would be one channel which caused this traffic, organic would be another. Erik Heldebro had written about how to achieve this here - First, Last and Multi Touch attribution for UTM parameters and auto tagging emails The query string methodology can be used to capture defined parameters. How do we ensure that the name acquired is attributed to the Digital Program and not the resource center program? We can attribute names acquired to Digital Medium, and not the Organic Medium - the program/campaign names shall still remain the same by this method.
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08-30-2018
12:58 PM
3 Likes
For non Mkto pages which are being tacked via Munchkin, you would want to use "contains" and URL string - google.com Marketo LPs will appear just as they are named in Marketo.
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08-30-2018
08:57 AM
Doing this will potentially create duplicates. Instead - add the email addresses which you have in the SFDC report to Marketo smart list in the filter Email Address is, to see how much of your SFDC records actually exist in Marketo. The rest may be in SFDC and not in Marketo, or there could be more scenarios. However, if those records don't exist in Marketo - you would want to explore that why didn't they sync back instead of creating new records.
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08-30-2018
02:18 AM
Operational emails ignore Unsubscribed and Marketing Suspended statuss. They send no matter what - Make an Email Operational - Marketo Docs - Product Documentation Besides, setting an email to operational removes the unsubscribe link from footer as well. These are meant to be sent only for situations where recipient cannot consider the email as unsolicited commercial email (Spam) - Learn more If we want to send a white-listing email (first and last attempt) to unsubscribed leads as well, is there any other way to send them this email, except setting it up as operational? Would this email count as commercial email? One way could be using a custom link added to email to unsubscribe, however - If we consider the leads to be opted-out/unsubscribed unless they opt-in via the white-listing email, does it actually makes sense that unsubscribed link in footer is removed? Looking for thoughts on this!
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07-30-2018
08:20 AM
I think we need to set it up for all form fills, as they're different content. A triggered campaign for each different content/form fill, looking at Data Value Changes of Marketing Suspended from TRUE to FALSE, and a member of Smart Campaign which sent them the Double Opt In Email can send the corresponding content. Looking for more ideas!
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07-27-2018
02:53 PM
No - this should not be the case! I'd rather stick with a flow configured to hold leads until they confirm. Thanks for the point!
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07-27-2018
02:20 PM
If you want to exclude the members of the program from the smart campaign, you can say Not a Member of Program in the smart campaign - though, the leads can only be added once to a program. Even if you don't filter them, ideally, they should skip the step as they would be already in the program
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07-27-2018
02:16 PM
Functionally, you could use a Data Value Changes trigger (which applies on the field which you're using to hold emails) - e.g. Marketing Suspended. When the same turns to FALSE via the Double Opt In Campaigns, and by applying this trigger to a set of leads who filled out that form, we could send an email. It's possible with certain flow steps. However, in case the asset has been requested by filling out the form, sending email to respect the request can be a term in privacy policy and such email sends can be operational.
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07-25-2018
04:00 AM
Triggers are activities - one way to grasp is one of the activities qualifies at a given instant - fills out form (activity) - as opposed to filters, which is kind of a property/criteria of the record - "filled out form" - defining what the existing database. So at a time, it will be either the trigger "Person is created" applicable, or "Data Value Changes" - in this case, for example, Person is created, and Data value changes cannot fire at a same time for the same lead record.
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