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 ... View more

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 ... View more

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 ... View more

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 ... View more

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 ... View more

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 ... View more

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 ... View more

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 ... View more

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 ... View more

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 ... View more