Simon_Lessard

Simon_Lessard · ‎08-28-2019

Hi everyone, For documentation sake, I worked with Marketo support team and they were able to identify that BrightTalk needs those permissions in order not to return error 603: Read-Write Custom Object Read-Write Custom Object Type Read-Write Named Account Read-Write Named Account List Read-Only Opportunity

Simon_Lessard · ‎09-07-2018

Hi Sanford, it wasn't a post on the community. It was live at a previous job. I'll dig a little deeper and post follow-up. Thank you for your reply

Simon_Lessard · ‎09-06-2018

Hi, This is something I've seen in action a couple of years ago but I'm not aware of the mechanic under the hood. The idea is to build Salesforce dashboard that reports on multiple campaigns/programs and when a program/campaign is created with a specific program tag value, this campaign gets added to the dashboard. In other words, let's consider those campaigns: Dashboard A reports on new leads, responses, mql generated by - Campaign 1 (with tag A) - Campaign 2 (with tag A) - Campaign 3 (with tag A) Dashboard B reports on new leads, responses, mql generated by - Campaign 4 (with tag B) - Campaign 5 (with tag B) - Campaign 6 (with tag B) I've been through a some of the Ideas to improve how tags could be improved with Salesforce sync but I wonder how to leverage those in any way to automate campaigns reporting. Thanks

Simon_Lessard · ‎07-12-2018

Hey Sanford, thank you for the explanation

Simon_Lessard · ‎07-12-2018

Hey, Our web team came to me asking how they can leverage Marketo api to get to this goal: Only people (email addresses) attending an event can access content behind a non-Marketo form, hosted on a non-Marketo page. I want to give guidance to devs and I want to have your feedback on those paths: 1. Static list api - Upon form submission, a validation is performed to see if the person is member of static list 2. Program membership + status - Upon form submission, a validation is performed to see if the person is member of event program with "attended" status. What other path should I explore? Thanks for your feedback

Simon_Lessard · ‎05-23-2018

Hey Victor, Support hasn't provided any official answer but I've seen between 30 and 60 days and there was no way to force that a year ago. Don't know if this changed over time. Hope it helps

Simon_Lessard · ‎11-22-2017

Thank you so much Sanford! I appreciate your feedback, it's really helpful.

Simon_Lessard · ‎11-22-2017

With this week's Marketo outage, our website's reaction got us into thinking that we might manage the Munchkin a little differently. We surely had the Async=true version of the munchkin implemented, as described as no. 2 on Marketo dev (http://developers.marketo.com/javascript-api/lead-tracking/) but during the outage, our pages were hanging and refused to load. Our dev team came up with this mod (https://stackoverflow.com/questions/25786826/marketo-munchkin-synchronous-requests-hurt-js-performance/30300389) and implemented it. Is there someone who could provide feedback on that mod? Any side effect, lead tracking issues or misbehavior I should be aware of? Cheers, Simon

Simon_Lessard · ‎08-18-2017

Hi Sara, I got help from Perkuto, some time ago. Highly satisfied. Hope it helps, Simon

Simon_Lessard · ‎06-01-2017

Yup. Delete + SFDC delete = true. I ended up reaching out ot support and here is the official statement: "When leads are deleted from Marketo they are first soft deleted, they are removed from most of your instance except the backend and we are able to recover them until 30 days later which then they are hard deleted. This is done to give customers a buffer in case there were accidental deletions. You are seeing those soft deleted leads."

Simon_Lessard · ‎05-31-2017

I'm cleaning up a significant amount of records in the lead database but it seems to have no effect on my segmentations. I figured out the "All Time" notice in the bottom right corner of the pie chart window but I wonder if there's a way to update the thing to reflect actual numbers. I tried to draft/approve segmentation without success. Any insights? Cheers, Simon

Simon_Lessard · ‎03-15-2017

Merci Gregoire!

Simon_Lessard · ‎03-15-2017

Hi everyone, In the case of boolean field, is there an advantage to use B) or it's plain useless if I want the thing false no matter what? A) Change data value of [my_field] = false B) If [my_field] is true - Change data value = False ---- else do nothing Cheers

Simon_Lessard · ‎03-11-2017

You got it right! I sometimes have sneaky sources of lead income from far away I want to monitor before it gets problematic. I'm also working on business processes. Thanks for your input

Simon_Lessard · ‎03-11-2017

Hi everyone, I have a stack of email bounce management with counters, lists and appropriate triggers to keep a clean house. Although, to get a step further, I'd like to add an alert when an email fails delivery either in terms of rate or I could deal with an absolute number. I got half way with a smart list subscription of: - Was sent email (Any) last 1 day + Not was delivered (Any) last 1 day Do you see any way to get this info or subscription or flow alert upon reach of this kind threshold? I mean, based on a global metric and not a lead-centric one. Thanks for your insights, Simon

Simon_Lessard · ‎03-07-2017

I like those arguments!

Simon_Lessard · ‎03-07-2017

Thanks Josh, very helpful!

Simon_Lessard · ‎03-07-2017

Hi everyone, I'm redesigning our email preferences center and as I start planning things out, I am wondering what best practices you would recommend for a leaner or better performing instance between: A) Boolean custom fields for preference categories and manage it as people subscribe/unsubscribe to those. B) Static lists in which people are moved in/out as they subscribe/unsubscribe to categories. Thanks for your insights, Simon

Simon_Lessard · ‎02-24-2017

Thanks Erik! It helps figuring things out

Simon_Lessard · ‎02-22-2017

Since this great from , I started to gather around pieces of our marketing efforts to assemble a v.1 of my attribution model. I wonder how to attribute the content consumption that isn't part of any particular campaign. Scenario could look like, a lead visits our website after a tradeshow and wanders around our massive library, getting in touch of 6 pieces (2 white papers, 4 specs sheet) of content and then requests a quote (convert to MQL at this point). Choices would be: A) Each piece of content is stamped as an individual touch, in which case there could be lots of noise to analyze. B) Each type of content is stamped as type (white paper, spec sheet) of content, which reduces noise but doesn't indicate which pieces are leading to MQL. C) Content consumption session is considered as one single touch. D) [Insert your idea] I need some Community input here. Thanks as always, Simon

Simon_Lessard · ‎11-04-2016

Thanks Justin Norris, that's insightful

Simon_Lessard · ‎11-04-2016

Hi everyone, Is there some of you who manage a PR list (journalists, bloggers, influencers,...) with Marketo? I'm thinking of tracking bounces, clicks but also apply them product scoring, interest scoring in order to profile them. If you manage similar operations, I'd like to know what are your best do's and don'ts and favorite hips and tricks.

Simon_Lessard · ‎10-20-2016

Merci Gregoire! Makes sense to limit the ways things could break. It's a valuable thing I'll keep in mind.

Simon_Lessard · ‎10-20-2016

Thanks Devraj, exactly what I needed to know.

Simon_Lessard · ‎10-20-2016

Hi everyone, Let's say I send people in a static list and I want them in there for 6 months. Sharp. No matter what. Two options I see are: A) I use a wait step of 6 months at some point. Something like: Was added to list // Wait 6 months + Remove from list. I've red in community and I still wonder if Marketo manages this well. B) Create custom date field that is updated upon lead added to list and use that to remove the said human from list. Option B would be my favorite one but I have 40 of those lists and I want to make an informed decision before create 40 custom date fields. Thanks

Simon_Lessard · ‎10-14-2016

Merci Justin! Exactly what I needed to make my way through this

Simon_Lessard · ‎10-14-2016

Hi, It's my first time messing around with SFDC Custom Objects and here's where I'm at. C.O. is created in SFDC and I use it at will in smart lists, defining triggers and constraints. Where I something is missing when I want to write into the custom object's fields. First thought was to change data value in Flow but I quickly realized that it doesn't seem to work that way. Am I facing the situation where I would need to create 2 Marketo Custom Objects to sync with SFDC Lead + Contact but since I cannot give the same name to 2 custom objects in Marketo, I running into a wall or I'm getting that all wrong? Thanks for your insights, Simon

Simon_Lessard · ‎09-27-2016

Hi Shamus, I assume you're asking yourself the right questions, the ones Josh Hill underlined. We're doing business with Perkuto for the past 2 years (maybe 3) and they're ninjas. We've gained tremendous value to our marketing activities with their help. Depending on your needs, they will have a custom team to help you out. Justin Norris is indeed an attribution master and explainer in chief. you can have a glympse of his art in a webinar he hosted with Bizible, last March on the topic of attribution. The biggest challenge we succeeded at was a major instance redesign. The project was led by David Desrosiers, innovator guru over there. Also, feel free to contact me if you have more questions about my experiences with Perkuto.

Simon_Lessard · ‎08-26-2016

You had me at Dawson:)

Simon_Lessard · ‎08-26-2016

Great post, as usual! Thanks

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