Jeff_Smith3
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SLC, UT
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12-11-2020
03:51 PM
Thanks a bunch Sanford! I'll definitely check out your blog post.
Yeah, Marketo used to use ReachForce for its forms (webinar reg is what I remember), but you're right that it was probably ages ago and I just haven't noticed the change. Anyway, I'll give Clearbit a look...thanks!
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12-11-2020
03:17 PM
1 Like
The existing discussions on this topic I've seen are several years old, so I wanted to ask again and see what recent advice is out there. What do marketers use to help them with their form validation and data enrichment? I'm looking for something that will help us capture firmographic and demographic data about a lead as it converts on our website. For example, we don't want to ask for State, ZIP Code, or company size on our forms (in order to keep them short), but that information would be nice for routing.
We currently have DiscoverOrg and do utilize their webhook after a lead gets created, but if we can have the lead self-select their correct company upon conversion, that would increase the number of correct matches and useful data. I feel like trying to get that through the webhook after the fact is less effective. I do understand that DiscoverOrg offers FormComplete (maybe from their RainKing acquisition?), which does some interesting stuff with forms; however, that tool requires you buy into their larger database option (including a required pay by credit situation), which has its own downsides and concerns.
I remember Marketo having this exact form functionality previously (although it doesn't seem to anymore...?), and so I looked up ReachForce, which is now owned by Leadspace. This is what I'm evaluating currently, but I'd really like to know if there are any other options out there.
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07-03-2020
09:07 PM
I got it to work. If anyone else is experiencing the same thing, the remedy is actually quite simple:
Rather than deleting the launchpoint service and recreating it in hopes the new one works, I just left it there and created a duplicate. Same Launchpoint service (Zoom), same login credentials, just a different display name. When I looked at this newly created service in the event setup, the drop-down options appeared. Very strange, and I'm still not sure why the API was giving an error on the other, but there you go.
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07-03-2020
08:53 PM
I got this response from Marketo support:
"I checked the logs and I could see that we had an exception API error at the same time I tried selecting the event after creating a test event program (https://app-sj28.marketo.com/#ME1200A1) "{WebinarProviderTransportException} API Error: ERROR -> HTTP Code = '401'" As per the resources we get this error The Identity endpoint can return a 401 Unauthorized error. This is typically due to an invalid Client Id or invalid Client Secret."
I'm confident the Client ID and Secret are correct, as I've had no issues with previous webinars using this same launchpoint service. Is it just me, or have there been a lot of issues with the Zoom-Marketo integration? Support is asking me to delete the launchpoint service, but it's used by a number of other programs, and I would have to delete those first. Even still, there's no guarantee that creating a new service will even do the trick. Was hoping this would kind of work itself out as it sometimes does...
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07-02-2020
04:03 PM
We've been using Zoom as our webinar provider, and I noticed that I am no longer able to see any upcoming marketing webinars when I attempt to sync my event program to that Zoom event. I've spoken to support for both Marketo and Zoom, and neither has an answer for me. I have a second Zoom user for research webinars, and I can see events in that drop-down.
Both users are admins in Zoom. Neither has an error showing in the Launchpoint setup (I've re-authorized both). Zoom support has confirmed that both are setup correctly on their end, and they said that either a request is not sending out to Zoom for the information or a response is not being understood by the Marketo program. They requested that I ask Marketo support for logs to see what's going on on this end, which I've done.
When I go to select the event partner, I can select Zoom. For Login, I can select Zoom Marketing Webinars. This is where "Event:" should load a drop-down of all upcoming events for that launchpoint service, but it just says "Loading..." and no drop-down list materializes. I have three upcoming events that should appear, and like I said, they do appear if I select the other Login option for the different set of webinars. Has anyone seen this lately or know what's going on?
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04-30-2020
08:50 AM
Thank you! This answered my same question. We too removed Zoom admin rights once the setup was complete. Man, for how many people are using Zoom (and presumably many of those in conjunction with Marketo) you'd think they'd make their integration instructions more thorough.
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04-30-2020
08:45 AM
1 Like
I had this same error this morning when the attendee info wasn't syncing back from Zoom. Did this work itself out, or what did you end up doing?
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02-25-2020
12:10 PM
Got it. Thank you!
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02-25-2020
11:11 AM
Thanks for the feedback, and I've bookmarked Agical on your blog to give it a try. For my gmail links, I have been using kalinka, but I'll give this a try for that, as well. I'm not sure what you mean by " have a test box that represents your real-world audience". What are the steps to getting that set up? It sounds like an IT ticket, but I wouldn't know where to begin.
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02-25-2020
10:01 AM
If you're setting up "Add to Calendar" links in an email for both Gmail and Outlook, what is the best way to test the Outlook link when all you have access to is Gmail, or vice versa? I know the Marketo token is only valid for Outlook, but we use Gmail internally. I had an error on the "add to calendar" token that I feel like I would've caught had I been able to add it to my own calendar as part of the testing. Also, as a side question, the event starts at 11:00am MT, but when my colleagues (two Outlook users) added it to their calendar, it saves at noon MT. Is this because the event happens after daylight savings (March 8)? My Marketo account settings use Mountain Time. I feel like it should say 11:00, regardless of whether the event happens before or after the time change. (Another thing I would've liked to have seen in a test.) Thanks! Jeff
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01-03-2020
02:28 PM
That's good to know. What would happen if I wanted to export program membership, but didn't have Excel access?
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01-03-2020
02:05 PM
I've always been an Excel user and have preferred it over Google Sheets in terms of usability. However, would a Google shop be able to use Marketo without Excel? When you hover over the Export button when looking at program members, it says "Export to Excel", so I'm assuming the answer is: Yes, in order to use all the Marketo functionality, you need Excel. Does anyone have experience working out of Sheets to prep lists for import? I see the Download to CSV option in Sheets, but it just seems clunky to me compared to Excel. Thanks for your opinions!
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12-27-2019
10:25 AM
Hi Anna, This is for access to Account Insight, for those who have ABM. Invite Users to Access Account Insight - Marketo Docs - Product Documentation
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07-26-2019
10:15 AM
I've gone through this doc https://nation.marketo.com/message/207605-how-to-integrate-zoom-with-marketo and have successfully set up the integration between Marketo and Zoom to pass registrant and attendee information back and forth. I'm now trying to figure out how to pass Q&A and poll responses back to Marketo after the webinar ends. I didn't see a field mapping process anywhere in the documentation or in any of the other discussions I've found. I thought maybe that's what the Marketo custom object was for (which includes fields for Q&A and poll), but then I read this: If you aren't going to use Zoom registration pages, and are also planning on just letting Zoom send the confirmation and reminder emails, then you don't need to create the custom object "ZoomWebinarOtherInfo" or any of the fields therein. So if I understand, since we're using our own page and not using Marketo confirmations and reminders, I don't need the custom object at all. So it seems like the custom object has nothing to do with feeding Q&A and poll data back to Marketo...? (I think I just don't understand what the role of the custom object is with Zoom webinars.) How does Zoom know which Marketo fields to sync that info to? I've seen similar conversations on the Community regarding other webinar providers, and I'm wondering if there's just not a good way to automate this yet? Is everyone doing a list import for this data? Thanks!
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06-27-2019
09:42 AM
Thank you! Looks like we might need to look for another solution to what we're after.
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06-27-2019
08:49 AM
Last response to this, I promise. I really appreciate your help! The thought was when the Marketo assignment rules assign the owner and push that over, it would also assign that person in the custom “Marketo Owner” field. When Marketo performs the Change Owner update, is it not actually pushing a name over, but a user ID, which gets displayed as a name outwardly? How does that work? And if so, can this be mimicked in another custom field?
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06-26-2019
01:19 PM
One follow up question if you don't mind. I'm finding that I get a sync error with my tests because the Marketo Owner field was set up in SFDC as a lookup field to the user. When I asked our admin why it was set up that way instead of as a text field, she said, "I have to have it as a lookup so I can update the actual Owner field on the Contact with that person if the two don’t match. Are you able to push the user id to that field?" Our problem we're trying to solve is when LeanData merges records and takes the owner from the older record, which is often irrelevant or inactive. Since User ID doesn't seem to be reference-able in Marketo, is it possible to do what she's asking?
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06-25-2019
11:06 AM
So the trigger would be Owner Changes (Owner name is not empty), and the flow would be Change Data Value (Attribute: Marketo Owner, New Value: {{lead.Lead Owner First Name}} {{lead.Lead Owner Last Name}}). Is that how you'd do that? Hmm...maybe I was overthinking the need to have owner map to the custom field.
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06-25-2019
08:43 AM
We'd like to map the owner upon assignment to a custom field. For example, when a new lead is created, the routing rules are requested, and Sally Jones is assigned the owner of the new record, we'd like Sally Jones to be the value populated on another field called "Marketo Owner" so that it lives in two places. Is this possible? I have a ticket opened with support, but I'm being asked for the field names of current mapping. Is the change owner activity an actual lead/contact field if it's not a change data value activity?
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05-10-2019
01:32 PM
With the recent change the end of last month to how form pre-fill operates--namely that pre-fill only works if someone comes to a form from the tracking link of an email--I'm told that this doesn't affect progressive profiling functionality. I know progressive profiling doesn't need pre-fill to work, but isn't pre-fill a huge part of improving the user experience when it comes to prog prof? If someone completes a form with 5 fields, and they return to your website the next day (not as the result of an email), yes prog prof will "work", in the sense that new fields will now be added to the end of the form, but won't it now just show 6 or 7 blank fields, including the ones they filled yesterday? Isn't this making the user experience worse? Am I misunderstanding?
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04-25-2019
10:24 AM
Ok, I just found this blog that I hadn't seen: Guide to Marketo Product Updates from Adobe Summit 2019 . The only explanation there, though, is "Marketo was referred to as 'Marketo Engage' throughout keynotes and on signage in the expo hall. It’s clear that 'Marketo' as a single-word brand is going to disappear." I guess that makes the same assumption I did. Weird, though, that they just started using it without any sort of intro or explanation.
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04-25-2019
10:20 AM
1 Like
For those who attended the Adobe Summit this year, the phrase "Marketo Engage" kept getting thrown around when talking about the platform itself. I was waiting for some kind of introduction to the new nomenclature and why "Engage" was needed, and maybe I missed it, but I eventually asked my CSM in person at Summit. The answer was vague and brushed off as simply synonymous with "Marketo" (when talking about the tool/platform). I haven't heard any lay users actually refer to it this way. My guess is the leadership is trying to get everyone accustomed to the word "engage" so that it won't be as big of a shock when Adobe changes the product to Adobe Engage. Going from Marketo to Adobe Engage is a bigger jolt than going from Marketo Engage to Adobe Engage. Is there more to this that I didn't hear about?
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02-06-2019
01:20 PM
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09-13-2018
02:19 PM
Likewise. We had time-sensitive reminder emails that ended up being delivered, but after the event had already begun, which caused some confusion and frustration. Like you, we thought we had made some error on our end, and my support ticket on the matter that I submitted yesterday morning has yet to be replied to.
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08-24-2018
08:08 AM
Thank you both! That's good to know that something may be in the works.
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08-23-2018
08:24 AM
We have a situation, due to duplicates and merging and such, where we have a record in Marketo that is associated with a record in SFDC, but that SFDC record has "deleted in Marketo" as true, meaning that it no longer syncs back to Marketo. As a result, we need to sync those Marketo records with different SFDC records (i.e., its duplicate). Is it possible to somehow run batches to make those changes, or is that something that Marketo can do on the backend if we provide a list?
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02-13-2018
07:55 AM
Yes, the system unsubscribe token will append to the emails regardless of the links (unsubscribe or otherwise) that you have in your template. As such, we technically have two unsubscribe links on every email, except operational emails which only have the one.
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02-12-2018
01:39 PM
I believe the system unsubscribe won't append to the bottom of an email if is sent as operational...am I wrong on that? However, the actual email template itself DOES have the unsubscribe on it, too, so even if the system token doesn't show up, the link is still available. I'm not sure about the formatting being cleared. Nothing in the template indicates another language.
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02-12-2018
01:37 PM
Thanks for those details! I don't think our issue is as bad as that sounds...thank goodness!
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| Date Registered | 01-28-2015 09:10 AM |
| Date Last Visited | Friday |
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