About Gerard_van_den_

Malik_Zafar2 · ‎09-08-2020

@nolanflores51 - when you're editing an email, go to setting and mark the email as operational - it will remove the unsubscribe link.

Ozwanderer · ‎07-23-2020

I noticed in our instance we also have a Category 4 and a Category 9. Do you know what those specifically mean?

SanfordWhiteman · ‎06-07-2018

If the Thank You URL can only legitimately be accessed via the the Sub Center LP, then check document.referrer and redirect them to your home page if it doesn't match the expected previous page. A malicious user could easily bypass this check, but then a malicious user has lots of ways to post forms they shouldn't anyway!

Anonymous · ‎04-16-2018

Thanks, Courtney - very helpful guidance!

SanfordWhiteman · ‎02-16-2018

P.S. I didn't mean you should've already had a proc in place, just that it's something to embrace rather than try to avoid since you'll always run into it.

Grégoire_Miche2 · ‎02-06-2018

Hi Gerard, You probably do not want to unsubscribe them before, you should rather do it after. It's easy to define a smart list to get the list or Marketo persons that were created from SFDC. Just use the "person was created" filter with the "source type" constraint. You can combine with SFDC type constraints and date constraints. You also will need to dedupe with existing Marketo only people that are explicitely opt-in. -Greg

Anonymous · ‎01-15-2018

Hey Gerard, Had to laugh when I read this post; you and I are taking a VERY similar approach to this, bud! I also worked out that booleans don't like being added to strings. And there's another gotcha, too... Marketo will write a datetime to a string in the instance timezone... So, what I've done to overcome this is to change my Consent - Change Log (which is similar to your Consent Notes field) using choices in the Change Data Value flow step Choice 1: If Consent - Preference - Information Opt-In is 'true' Attribute: Consent - Change Log New Value: '{{lead.Consent - Preference - Information Timestamp}} (EST). User changed INFORMATION Opt-In to TRUE. {{my.linebreak}}{{lead.Consent - Change Log}}' Default choice: Attribute: Consent - Change Log New Value: '{{lead.Consent - Preference - Information Timestamp}} (EST). User changed INFORMATION Opt-In to FALSE. {{my.linebreak}}{{lead.Consent - Change Log}}' This checks the value of the relevant opt-in field and then writes the timestamp (with the instance timezone specified) and then hardcodes the change that was made to the opt-in. The bit at the end is a bit of 'Whiteman Wizardry'... it basically prepends the new change to the old one, but instead of using a pipe, it uses a token linebreak. Almost done with my Preference Centre... it's been a slog!! Good luck! g

Gerard_van_den_ · ‎11-30-2017

thanks Josh, I think I will send support a ticket. In the meantime I noticed that under the tab with SENDS it has logged the email. However it shows up as 'Unknown program' with 'Unknown email'. Hence my trouble finding it in the filter section.

Alexandra_Musko · ‎10-03-2019

Hi! Your answer is very helpful. Is there any way to push the records with the error to sync to GTW after the Company & Job Title fields are out of the sync? Thanks! Alexandra

Grégoire_Miche2 · ‎01-06-2017

Hi Gerard, Thx for keeping us posted -Greg

Grégoire_Miche2 · ‎04-09-2017

You might want to read this: Why you should always use a static list to import persons in a program , as a complementary to what's written in this excellent post -Greg

Ayako_Ando1 · ‎12-18-2017

I recommend this post to Japan Marketo User Group. It's very helpful !

Mike_Reynolds2 · ‎10-29-2015

You could probably add some code into your email, but not JavaScript since that's not allowed in emails. However, if the lead is clicking through an email, that link click would automatically track the lead and make them be cookied as that corresponding lead anyway.

SanfordWhiteman · ‎06-11-2015

Gerard, the most scalable method to log end-user activity and tie it to Marketo lead records is the Munchkin API, which as Josh pointed out is documented in the Developers area. By default, when Munchkin.js is present on a page, the page view will be logged as a Visited Web Page activity and clicks on the page (for example, on A tags) will be logged as Clicked Link activities. This is what I would call the "opt-out" scenario because everything is logged unless you tell it not to. You can also roll out a more managed "opt-in" Munchkin environment where only interesting events are logged (such as using a function in your SaaS app) by manually calling Munchkin.munchkinFunction('clickLink'...). Again, this is gone over in the docs.

Gerard_van_den_ · ‎03-04-2015

Thanks for the quick feedback. Our main problem is the poor quality of the current data in SFDC. There are many duplicates on lead and contact level and we actually would like to start using Marketo without first cleaning the existing data in SFDC. That would set us back weeks or months. It all has to do with the way SFDC is being used in our organization. We work with a network of partners / resellers, and they enter their own Leads into our SFDC, which in turn can turn into Opportunities + Contacts + Accounts. We try to deduplicate double Accounts when entered by them, but the leads / contacts from our partners co-exist more or less next to our own in the same system and duplicates are a reality we have to live with in SFDC. This is set up like this mainly for sales, so sales has pipeline insights. From a legal point of view, we also cannot target our partners' leads / contacts as we have no optin for that. So that's why I'm looking for a way to have our own leads go into SFDC without interfering with those from our partners - even when they for example share the same email address (is that's possible at all)... There is one thing that works a bit in our advantage I think: the current email list we just imported in Marketo is deduped with the contents of our SFDC (so email addresses currently exist in one of the two systems only). I currently don't quite understand how the link betweens Marketo and SFDC works once the sync is ON. Is the email field the main player for the sync? Or is there alwasy a one-to-one relation between records in the two systems? I've been trying to find some basic information on this but haven't found it yet. Any info / links on this topic are appreciated.

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Date Last Visited	‎02-28-2020 05:31 AM

Date Registered	‎02-20-2015 02:24 AM
Date Last Visited	‎02-28-2020 05:31 AM
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