Jay_Jiang

Jay_Jiang · ‎12-01-2022

We are adding leads to our database via events/tradeshows. When these leads visit our website, they are showing as anonymous leads in our reports. How are leads visiting your website? If you aren't sending a Marketo email, you don't have a way of associating. I was wondering if we could associate cookies to leads in our database without the lead filling out a form. In most cases, no, a person has to send your systems something while they are browsing so you can get their current identifying cookie, it doesn't have to be via a Marketo form. Anything else is short of me going to your company's website and you're expecting to know who I am.

Jay_Jiang · ‎03-08-2022

Interesting problem. It seems there are some regex solutions you can deploy to try and match on Chinese unicode characters. You could also infer if a person might enter Chinese characters by looking at the browser's language setting using javascript 'navigator.language'. Either way, add the outcome of the check to a hidden field that gets submitted to Marketo. Inside Marketo, if that field indicates likelihood of Chinese characters, then call the webhook to do the translation.

Jay_Jiang · ‎03-08-2022

Good suggestion but please note there is a limitation that may or may not apply. Filtering will only let you filter roughly 1000 email addresses at a time.

Jay_Jiang · ‎03-08-2022

To ensure fields aren't overwritten on existing records, you can block field updates for all fields found in the import list - this is the easiest way. If you can't or don't want to change block field update settings then unfortunately it's going to be some form of export, matching and removing existing leads and then importing the remainder. If you have a smallish database, just export all (keep the columns to just email address if you want) and do a vlookup against your import list for existing email addresses, remove those and then import the remainder. If you have a larger database, create a static list, do a fast import to skip new people and updates - this will give tell you whom in your import list already exist in the database. Export the static list you just imported, do a vlookup against your import list for existing email addresses, remove those and then import the remainder.

Jay_Jiang · ‎12-01-2021

Please allow the endpoint to accept PMCF data when a program name is specified in the payload (which happens most of the time) Thanks

Jay_Jiang · ‎11-23-2021

As you're aware, Marketo does things by the records in the database, and isn't able to know what has been done for the sales owners of those records. A manual way of achieving what you need is to use a temporary field and export/import. 1. Export your data and open it in excel 2. Sort by sales owner, add an extra column for your temporary field if it's not already in your export 3. For every record except for the first record of each sales owner, set the value of the temporary field to 0 4. For the first record of each sales owner, set the temporary field value to 1 5. Import your data 6. Run a smart campaign to send alert with choices, send alert if temporary field = 1, default choice = do nothing Frustrating as it may be I know

Jay_Jiang · ‎11-23-2021

With Adobe at the helm, Marketo looks to replace Adobe Campaign and will be positioned as more of an enterprise offering. There is a lot of work already done or underway to integrate Marketo with AEM and Adobe Analytics and potentially Adobe Real-Time CDP - all of which a start up would never be able to afford. Marketing automation itself has broadened from email marketing, landing pages and forms to managing data and processes and what Marketo still does well is exactly this - the ability to create automation rules and pre-process data before it hits your CRM. So, yes, while learning Hubspot will be quicker and even the UX to send an email out is quicker, it's probably not your endgame for a thriving revenue operations function. As such for ourselves, we started out with Pipedrive and eventually migrated to Marketo and SFDC with our fresh round of funding.

Jay_Jiang · ‎11-23-2021

A very open ended question where answers are will be highly subjective. I don't map opportunity stages to multiple lifecycle stages, I only just have the one Opportunity lifecycle stage. The reasons are specific to how we've designed our lead management and sales process. On that note, without the definitions of what your stages are ( SQL, SAL, TQL, TAL, SQC) - I can't give you the contextual advice you're looking for...

Jay_Jiang · ‎06-02-2021

2 options. 1. Use request campaign. Add your multiple filters to the smart list of the requested campaigns 1 - Send Email X 2 - Wait 5 days 3 - Request campaign Send Email Y 4 - Wait 15 days 5 - Request campaign Send Email Z 2. Create a separate smart campaign to readily remove people from the flow of your sending smart campaign if someone has purchased or has contacted your sales team

Jay_Jiang · ‎05-27-2021

Firstly, I'm not sure what kind of scripting you're referring to. But since you mentioned webhooks, if you don't mind using your own server to host a handler script, you can send the full json payload to your script which can then: 1. parse the json 2. extract the x and y co-ordinates 3. send the x and y co-ordinates to the google maps service and receive the response 4. handle the response as needed for marketo to writeback value/s Use your favourite language to write your handler script, php is an easy start!

Jay_Jiang · ‎05-25-2021

if you have multiple segments and they are not mutually exclusive, a person may qualify for multiple segments but they will only be in the first one they match on.

Jay_Jiang · ‎05-25-2021

Landing page templates, email templates, snippets also need to be shared

Jay_Jiang · ‎05-24-2021

yes, certainly. @ OP for a complex use case I wouldn't solution it using Marketo but rather get a CDP involved to control the identity and protect what data goes into the database

Jay_Jiang · ‎05-24-2021

Not exactly answering your question but what I do is make my unsubscribe page only accessible by cookied browsers i.e. click through from email Create a segment for Known leads only where email address is not empty. Use that for dynamic content in your unsubscribe landing page For the default segment, add javascript to stop loading (and optionally destroy any loaded DOMs) and redirect to the home page For the known segment, load your form as per normal

Jay_Jiang · ‎05-15-2021

With regard to changing lead scores solely off of Visit Web Page, if Munchkin is unable to ingest your data, Marketo won't be able to act on it. But I suppose at the end of the day you want to be able measure a person's interest for various "dimensions", so there are a few options I would consider: 1. As Sanford mentioned, append the data as a query string so Munckin can ingest it 2. If you have AAM, you can sync audiences to Marketo static lists. Thus you could have a static list for every dimension you'd want to track. 3. Use a CDP to match IDs and sync the raw data to Marketo.

Jay_Jiang · ‎04-12-2021

how long does it take for the thank you page to load if you paste the thank you page url into your browser? Just to confirm, when you say subdomain, are you talking about Marketo landing pages with a CNAME or an actual subdomain (non Marketo landing pages). if you don't mind sharing, what is the link to an example landing page

Jay_Jiang · ‎04-08-2021

What are your custom dedupe settings?

Jay_Jiang · ‎04-05-2021

You've got the right idea. This will work as intended if the person only has 1 custom object record greater than 5 days and less than 6 days. The problem is that there are 2 separate filters so if a person has 2 or more custom object records in the future, you may get unintended results You can either flatten the data so it's available on the lead record e.g. custom field called "Next meeting date" and use this as token in an advanced wait step minus 6 days when it is filled out (triggered), OR, create a duplicate of the date field in your custom object so that you can use 2 constraints in 1 filter (credit to @Justin_Norris1 for that suggestion)

Jay_Jiang · ‎04-05-2021

Just chiming in that even though folders have numbers in the url too, those are not the folder IDs

Jay_Jiang · ‎03-09-2021

if you're trying to see opportunity records, you'll have to view them per person record in the Opportunities tab. There is no tabular view of opportunities available in the Marketo UI

Jay_Jiang · ‎03-02-2021

Ah yes, I admit I forgot that the form field is still visible for a split second when you change values that way. I would then probably just use js to add hidden fields for the fields that are empty and set the values of those to NULL. It might be hacky but I think it should work.

Jay_Jiang · ‎03-02-2021

Yes both SFMC and a Marketo instance can be connected to a SFDC org at the same time. This is the (unfortunate) case for us right now due to different business units operating out of the same SFDC org.

Jay_Jiang · ‎03-02-2021

with some mktoForm js you could change the field values to be "NULL" on submit if the field value is empty

Jay_Jiang · ‎02-17-2021

create program endpoint takes form data not json. as per the example in api docs, your payload should be something like: name=EmailProgramTest&folder={"id":619900,"type":"Folder"}&type=Default&channel=Nurture Email&costs=[{"startDate":"2022-01-01","cost":2000}] p.s. that's a really big number for folder id...

Jay_Jiang · ‎02-15-2021

There are other threads on this in the community and the situation as of 2019 is that SSO is not supported in the launchpoint Webex connector

Jay_Jiang · ‎02-09-2021

The engagement program only cares if the lead is a member of that program. The smart campaign of the default program that sends the emails works independently of the engagement program cast. If the lead has a status in the default program then to the engagement program, that default program is done and it'll look for the next email or default program You said you have 7 emails but you put all 7 in the default program - what made you do that?

Jay_Jiang · ‎01-07-2021

That depends on the question, do you have a CRM and are you keeping Marketo and the CRM separate on purpose? or, do you not have a CRM in the first place? In the first scenario, SFDC integrated with Marketo, by far, provides a lot more capabilities. Other CRMs integrated with Marketo via middleware won't be quite as capable. Then again, to say capability will be missing if you use Marketo standalone may be misinterpreted because you can still have a lot of the capability but you'd be doing a lot of things Manually. A lot of the missing capability would be related to automated syncing between the two platforms. In the second scenario... well this is a very open ended question. Do you need a CRM in your business? What kind of CRM is right for your business? What are the benefits of such CRM for your business? as you can see, that's a completely non Marketo discussion.

Jay_Jiang · ‎01-07-2021

commonly, # are used instead of ? for anchors. I don't know why your web devs decided to use ? So if you are doing something different to the standard then it's something to do with your javascript. Your web devs will need to fix it as it's not a problem with marketo emails or anything marketo related.

Jay_Jiang · ‎12-08-2020

We would like to replace the Marketo's default unsubscribe link {{system.unsubscribeLink}} in the footers of emails with a link to our company's unsubscribe form https://www.example.com/unsubscribe. Just set up a redirect rule in Admin -> landing pages for the marketo UnsubscribePage.html to your own unsubscribe page Then it's up to your devs to ensure your in-house solution does the job of keeping unsubscribes in sync with marketo

Jay_Jiang · ‎12-08-2020

can you share your test payloads and responses and any screenshots from the UI

Online Status	Offline
Date Last Visited	Thursday

Date Registered	‎10-04-2017 12:36 AM
Date Last Visited	Thursday
Total Messages Posted	675
Likes Received	502

Top Badges Earned

Re: Associating cookies to leads in our database w...

Re: auto-translating data entered via form fills

Re: Import net new contacts

Re: Import net new contacts

Push Lead to Marketo endpoint to accept PMCF data ...

Re: Send a single alert to sales owners who have a...

Re: Is Marketo Abandonware?

Re: opportunity type mapping to lead lifecycle st...

Re: Will a lead still qualify for all flow steps i...

Re: Scripting & Reverse Geocoding Question

Re: Why are the numbers on segmentation different ...

Re: Sharing assets

Re: Unsubscribe Flow with Unique Identifier

Re: Unsubscribe Flow with Unique Identifier

Re: Using website data layer objects for Marketo L...

Re: Chinese forms takes 3 min to get to a thank yo...

Re: Allow duplicates between partitions but not in...

Re: 'In future After' and 'In future' condition: h...

Re: How to find campaign ID and Program ID

Re: Salesforce Object Sync

Re: Form fill - overwrite fields when the values a...

Re: SFDC production connection with MARKETO & SMC ...

Re: Form fill - overwrite fields when the values a...

Re: API Isn't Creating a Program

Re: Leads from WebEx to Marketo via SSO?

Re: Nested programs in an engagement program strea...

Re: Work on Marketo without CRM?

Re: How to use URL with Accordion in Marketo Email

Re: Integrating 3rd party unsubscribe solution wit...

Re: Dates in Marketo Sandbox