Balkar_Singh

Balkar_Singh · ‎06-05-2017

Hi Raul - you could custom filter the log and filter it by Change Program Status to filter out the activity log and look for change program status = member for the program you would be looking for.

Balkar_Singh · ‎06-02-2017

I guess you would need to define a separate smart list and define a criteria for leads you want to remove from flow OR send the email. Then, you can use the choice member of that smart list for the flow step to remove from flow OR while sending the email. As Josh mentions the helpful tip - In the smart list, if you define the new value for Data Value Changed (and you can define the date of activity as well - say, Today) - that would reduce the processing time to return data.

Balkar_Singh · ‎06-02-2017

Adding to Steven - If the lead hasn't synced back to Marketo - the list import would create a new record in Marketo and sync to SFDC will create a new record in SFDC - potentially creating a duplicate. This would happen only if the lead was created in SFDC just after the latest sync and hasn't synced yet as the next sync would be due in few minutes. If you have a lead in SFDC which has synced to Marketo, your import will update the data. If your have a lead in SFDC but hasn't synced yet, it'll create a duplicate. Hope this helps!

Balkar_Singh · ‎06-02-2017

Hi Tara - one way would be to create a smart list for leads eligible for updating the status to MQL. If the Status has already been updated to SQL via sales, exclude them from eligible criteria. Similarly, if the status was changed to SQL in past weeks, exclude them from criteria. Later, you can reference that eligible smart list in the choice as a member of smart list is eligible, for updating the status to MQL.

Balkar_Singh · ‎05-31-2017

Adding to Darrell Alfonso's suggestion - consider the time zone which is setup in your instance. If time zone setup in admin is EST, the first send should be for EST region. Another challenge is to schedule the send in a way which also considers the behind/ahead time zones. For example, if EST is your time zone, there would be more time zones you would want to send the email before sending them to EST regions - which could result in scheduling an email send earlier than what would have been expected.

Balkar_Singh · ‎05-23-2017

Hi Angelika Libera, You could reduce the emails in the stream by removing the TY Email. For the new leads, you could create a smart campaign to first send the TY Email and later add them to EP Stream (with the first email being specific product email). For the leads who have been already sent the TY email, filter the historical leads in smart list, and add a flow step to Add to EP of a new smart campaign. As Dan mentions, you can add leads to EP in any Smart Campaign Flow. Alternately, clone the stream, remove the first email, and add the leads who have been sent the TY Email to the cloned stream, instead of the one where TY Email is present. We can't feed leads to a stream to send an email other than the first - however, we can use a cloned stream which doesn't consists of the TY Email as first email. Looking for more ideas!

Balkar_Singh · ‎05-23-2017

Hi Angelika Libera - A/B test don't just look at opens. You may define a different winner criteria as well, e.g. Clicks. Besides, here're great tips on A/B testing.

Balkar_Singh · ‎05-15-2017

Hi, We're getting a significant difference in conversions reported from Google Adwords v/s Marketo Form Fills. For AdWord campaigns which use Marketo LP and UTM parameters the conversions reported by GA are significantly different than Marketo (We're using Filled out Form, with Query String contains the UTM parameter string) and comparing it date wise. Is there any apparent reason why won't this match? Thanks Balkar

Balkar_Singh · ‎04-07-2017

Hi Dan - No. We don't have a token/time field, to wait until a Time, using wait step properties. This way can only be used to wait unlit a Date - not time.

Balkar_Singh · ‎04-07-2017

Hi Darrel - Tried the smart list, but it's People/Leads tab mention "Error Loading Report" - checked the smart list filters - and the filters within nested smart lists a couple of times, but no errors are highlighted in those.

Balkar_Singh · ‎04-07-2017

Hi, I'm under an impression that even if the count of batch campaign impact is timing out due to complex criteria and nested smart lists - the batch campaign would still process the leads who qualify for the criteria. Any insights on if these leads would be processed? If there's no count in impact - would it still process the leads? Thanks, Balkar

Balkar_Singh · ‎04-05-2017

HI Josh, The field type "score" is the only field type in Marketo which supports calculation. If you want to add +1 to a score - you can either use an existing scoring field for the purpose, or create a new scoring field. Hope this helps, Balkar

Balkar_Singh · ‎04-04-2017

Hi Andrew, One way could be to use segmentation and define the same as per different recent activities. (By capturing the activity in a field, and using those field values for defining segmentation) - So if a lead with Activity = X visits the page, s/he is present with the X-version of the LP, which could be created by making the landing page dynamic. Hope this helps, Balkar

Balkar_Singh · ‎03-28-2017

Hi, We're trying to create a smart list saying Email was Delivered - Email B, which was part of the A/B test (Email Program). However, the pick-list won't show Email B Is this because the test/winner was sent to a sample randomly (based on % defined) and Marketo won't allow to see who received the Emails? Thanks Balkar

Balkar_Singh · ‎03-16-2017

Hi Jennifer, The token needs to be {{lead.fieldname}} - could you confirm if the correct field was picked? Thanks, Balkar

Balkar_Singh · ‎03-15-2017

Hi Jennifer, If you have the Appointment date, you could use advanced wait steps and have a Date Token, specifying the Wait to End 2 days before the Date Token for the Appointment. Hope this helps! Balkar

Balkar_Singh · ‎03-08-2017

Hi Kevin, If the "Has Encounter" field denotes the transaction, and you need to send an email 10 months/305 days after that transaction, you could build a triggered campaign saying Data Value Changes, with Attribute as "Has Encounter" and a constraint for new value = TRUE. In the flow, you could add a wait step of 305 Days, and then send the email. Hope this helps! Balkar

Balkar_Singh · ‎03-03-2017

Hi Caroline, I would suggest to set communication limits for all emails, not just nurture. It's a good practice to limit a maximum of 2 emails per week, else you would have more unsubscribed. However if you have to focus on a specific program, you could use a custom score field to add +1 when an email is sent, and use the filter Custom Field is not greater than 2 to ensure we send a maximum of 2 emails per week - and set the field to 0 each week by a recurring campaign Hope this helps, Balkar

Balkar_Singh · ‎02-17-2017

Hi Sean, Found an idea post regarding this you'l like to vote on Thanks! Balkar

Balkar_Singh · ‎02-15-2017

Hi Stephen, Email performance reports have the number of sent, delivered, opened, clicked and other columns, but nor program status. If you want program status, you can get that visibility in members tab of the program, but you need to mark program status to Sent, Delivered etc via triggered campaigns to get that. The values (Sent, Delivered, Filled out Form) - can be defined by creating a new channel, and setting up the same in the program where such reporting is needed. Hope this helps, Balkar

Balkar_Singh · ‎02-09-2017

Hi Stephen, You could use UTM parameters on LP where the form is placed, and use those links in your emails - here's a great post on best practices to do the same - Hope this helps! Balkar

Balkar_Singh · ‎02-03-2017

Could you search for the records in database using the email id - and see if matching records exist?

Balkar_Singh · ‎02-03-2017

This could also be due to duplicates in the system - i.e. the 5 records should already be existing.

Balkar_Singh · ‎02-03-2017

Hi Sabrina, Are you using the smart campaign to sync the leads? Is the sync with CRM activated in admin? Thanks Balkar

Balkar_Singh · ‎02-03-2017

Hi Nate, Since there are long wait steps in the flow, you could clone this campaign, and change the flow in new smart campaign, and add a filter to exclude members of original campaign. Edit - this is based on assumption that the swap was for the flow step (not the email update within the flow step) Thanks, Balkar

Balkar_Singh · ‎02-02-2017

Hi Sean, If there's a set sequence for each set of qualified leads, and the leads won't transition between streams, you may use different content sequence in different streams. Therefore, leads with Qualification X get added to Stream X, which have all the assets - A,B, C in sequence. Another set of leads with Qualification Y can be pushed to a separate Stream Y, which just have 2 assets and skip B - A, C. However, it could get more confusing if you use transition across streams as well. Alternately, you could use standard campaigns and daisy chain then instead of using an engagement program. Yes, a leads need to be a member of the program they didn't qualify for, in order to push them ahead. Hope this helps, Balkar

Balkar_Singh · ‎02-01-2017

Hi Sean, Please see inline, So if the lead doesn't qualify for the first Program it has to wait for the next scheduled run before it can get to the next Program or email? -Yes I didn't add the lead to the Program it didn't qualify for. Should I?- if a lead is stuck at a program, it won't progress. It needs to go through the campaign send. The choices in flow is a way around to have the leads miss the send. If a lead is a member of engagement program and did not qualify for the program prior to the next send, it won't progress and be stuck there. Yes, the lead needs to go through the program, even if the flow steps restrict it from receiving the content Hope this helps! Balkar

Balkar_Singh · ‎02-01-2017

Hi Sean, Just to confirm that I don't misunderstand, by "did not progress" - do you mean that the leads qualified for the next email were not sent the next email instead of the one they were disqualified from? The next email will be sent at next cast. The present cast runs, and the lead skips receiving the email as it's disqualified as per the rules in choices - it's still a member of the campaign, but the choices in flow restrict the lead from receiving content. Or did you mean that the leads did not get the email even in the next cast? Thanks Balkar

Balkar_Singh · ‎02-01-2017

Hi Sean, Could you confirm if the leads qualify for the next email, and the communication limit is aligned with the cadence? Thanks Balkar

Balkar_Singh · ‎01-31-2017

Hi Andy, I would recommend contacting support - the text version must be shown if Automatically Copy from HTML is selected. Looking for more thoughts, Balkar

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