Beth_Massura

Beth_Massura

Hi there, Interesting Moments are available only to Marketo Sales Insight or Marketo Sales Connect users, not just those using the native Marketo-SFDC sync. (reference: https://experienceleague.adobe.com/docs/marketo/using/product-docs/marketo-sales-insight/msi-for-salesforce/features/tabs-in-the-msi-panel/interesting-moments/using-interesting-moments.html?lang=en ) The Interesting Moments object should be created automatically as part of the MSI Salesforce AppExchange package. (reference: https://experienceleague.adobe.com/docs/marketo/using/product-docs/marketo-sales-insight/msi-for-salesforce/installation/install-marketo-sales-insight-package-in-salesforce-appexchange.html?lang=en) Hope this helps! Beth

Beth_Massura · ‎08-26-2022

Hi Adrien, I wonder if Facebook Lead Gen Ads are similar to LinkedIn Lead Gen forms, where the form name won't appear in the Marketo trigger/filter dropdown until you have at least one response via that form. See the note at the top of https://experienceleague.adobe.com/docs/marketo/using/product-docs/demand-generation/social/social-functions/use-linkedin-lead-gen-form-filters-and-triggers-in-a-smart-campaign.html Can you tell from the Facebook side whether people have actually submitted the ad form? Beth

Beth_Massura · ‎04-06-2022

Hi Tami, the certification exam page says " It is important to note that training alone will not provide you with the knowledge and skills required to pass an exam. Successful, on-the-job-experience is critical to providing you the knowledge needed to pass the exam. " Marketo University Online covers a lot of the basics, but I don't think it goes into enough detail to cover all the topics and scenarios in the exam. Even the Core Concepts 1 & 2 courses may not be sufficient. The exam guide lists out specific areas and activities that you will want to be confident in. Reviewing the detailed Marketo documentation and getting as much hands-on experience as you can in these areas will be helpful in preparing for the exam. The exam guide also has a link to sample questions that you can use to gauge your preparedness. Hope this helps, and best wishes on your certification journey!

Beth_Massura · ‎02-28-2022

Hi Anh, it really depends on how the organization's legal counsel interprets the laws and how risk-averse they are. Some organizations might say only Germany requires double opt-in, while others also include Austria and Switzerland. Some organizations might say the US operates under "everyone is opted in until they opt out" while others might say everyone needs to opt in, regardless of country. There is also the distinction between opt-in for marketing communications (which typically can be managed by marketing operations) and data storage and processing (which impacts all areas of the business and typically is managed by a data governance team). There's a little about the latter - data storage and processing regulations - on the Adobe Privacy Service documentation.

Beth_Massura · ‎02-08-2022

Hi, what do you mean by Marketo version? You can view your instance's subscription name, data center and Munchkin ID by clicking the green circle icon (to the right of the Help icon) and selecting "View My Account". If you're looking for something more specific, such as the availability new features mentioned in the release notes: These are often rolled out to customers over a period of time. Your Adobe Customer Success Manager may be able to give you a more specific timeframe based on your instance/data center.

Beth_Massura · ‎01-31-2022

Hi, most of the additional tabs are created automatically based on the CRM sync. You can have only one "custom" tab on the person detail page and it looks like you already have one. I'm not aware of a means of making the information read-only. Here's the documentation about setting up the custom tab: https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/settings/creating-a-custom-tab-for-the-person-detail-page.html

Beth_Massura · ‎01-31-2022

When the instance has OAuth enabled for the SFDC sync (which is all new instances by default), the Salesforce admin page still shows a "login with Salesforce" button after the sync user is logged in and while the sync is still active. This may be confusing to an admin user who may believe that the sync user is no longer logged in, or there is otherwise an issue with the sync. It appears that the Disable Sync and Edit Sync Options in the gray bar at the top may indicate that the sync is set up. However, it could be helpful/clearer to include a message such as "Currently logged in as [user sync name]" and/or changing the button to "log in with different SFDC user" or otherwise showing a different experience in the admin page between when the sync is not yet set up and when the sync is active.

Beth_Massura · ‎12-24-2021

Hi Tracy, would naming conventions (e.g. including "TRG" in the trigger campaign names) help with this effort so you could more easily find these "always on" trigger campaigns in search? If you almost always need to keep them active, could any be converted to a daily batch? While I haven't done this myself, I heard somewhere that you can ask Marketo support to turn off the quarterly auto-deactivation for your instance. I'm not sure if that's currently an option though.

Beth_Massura · ‎12-10-2021

Hi Melissa, If you are looking at a smart/static list of people who filled out the form, you can add the Marketo fields from the form to the list View. See Create and Change Views for Lists and Smart List. Then you can download the list with all that information submitted via the form. See Export People to Excel from a List or Smart List. Hope this helps! Beth

Beth_Massura · ‎12-01-2021

Hi Megan, here's an idea: Create a smart list with Member of Engagement Program is true, Program is [the relevant engagement program] Move the Add to List flow step to the top (flow step 1), and add a flow step choice: If Member of Smart List in [the smart list you just created] > Do Nothing (Default Choice) List Name is [the relevant static list] Then have Add to Engagement Program as flow step 2. What this would do is skip people who were previously members in the engagement program and not log an Add to List activity again. New people aren't added to the engagement program until after they're added to the list, so that's how you're able to distinguish between new and existing program members. Hope this helps! Beth

Beth_Massura · ‎11-05-2021

Hi there, Is the Person Score field in Marketo currently mapped to an SFDC field? (You can check in Field Management.) If it is mapped, the value will sync over to SFDC. If it is not mapped, you will need to work with Marketo Support to map the fields between Marketo and SFDC. I would recommend the scores be set by Marketo only and not be editable in SFDC. Otherwise there is the risk of conflict, data being overwritten and/or inconsistent scoring. If there are specific field values or other changes in SFDC that should increase/decrease scores, look to trigger those in Marketo. The scores will not automatically sum into the combined Person Score. One way this can be solved is by including two flow steps in the scoring campaigns - e.g. one to increase Behavior Score, one step to increase Person Score by the same amount. You need to be consistent about this though so the scores will continue to be aligned. You can find a number of best practices on lead scoring on the Marketo site: https://www.marketo.com/resources/lead-scoring/ Hope this helps! - Beth

Beth_Massura · ‎10-01-2021

Hi Jenny, there isn't a universal definition for what is considered a trusted source vs. an untrusted source. It's ultimately what you/marketing operations/the data team/sales agree to consider a quality source vs. what is likely to introduce data errors. Maybe a list transcribed from a handwritten event attendance sheet would be untrusted if guesses were made about handwriting. Or if it's a purchased list (which is not recommended anyway) then there's the risk of the data being outdated or incorrect. By blocking field updates from untrusted sources on important fields, and identifying the list import as untrusted, then this potentially dirty/erroneous data would not overwrite any values you already had. If the field was blank the data would still be added. You'll see the option to select trusted/untrusted on this list import dialog box: List import dialog box with Trusted dropdown menu However, if all your Marketo instance's fields have the same "Block Updates From" settings for both List import trusted source and List Import untrusted source (i.e. both are checked or both are unchecked), there is no difference/advantage to identifying a list import as trusted or untrusted.

Beth_Massura · ‎08-18-2021

Currently hidden fields aren't included at all in the Export Field Names option under Field Management. It would be great to include these as sometimes they are still synced to the CRM.

Beth_Massura · ‎08-13-2021

Hi Victor, do you see anything on the executed campaign results tab? Do you have any smart list rules on the executed campaign? If there is an issue with the smart list (e.g. invalid criteria or logic) it will fail. Someone mentioned having trouble deleting the campaigns, but that may be more related to the app/navigation cache (which Marketo support can clear).

Beth_Massura · ‎08-13-2021

Hi Hannah, offhand the nested program looks correct. Does Marketo show the email was actually sent to your test records? (Look at the Results tab on the 01. Send Email campaign and/or use an email performance report). If it does show as sent in Marketo, could the messages be in your spam folder/quarantine? If it shows as not having sent in Marketo, can you confirm that those test records are showing as members of the engagement program?

Beth_Massura · ‎08-13-2021

Hi there! Smart lists are dynamic - meaning people are automatically "added" and "removed" as they newly meet all the criteria - or no longer meet the criteria. Even if you didn't batch modify or remove records in Marketo, could that have happened in your CRM? How many people are in the smart list today? There could also be fewer email sent in the second newsletter based on bounces and unsubscribes that happened in response to that first newsletter; Marketo automatically filters out invalid, unsubscribed, marketing suspended and block listed records from general email sends. But the volume (~28% reduction) makes me think that's probably not the only reason.

Beth_Massura · ‎05-03-2021

Hi, a new exam version was released last week and there is a new exam guide and a practice test for it. You can find information and links to the materials on this page: https://spark.adobe.com/page/0QLflTQQAC8jd/

Beth_Massura · ‎04-13-2021

Just an FYI, the maximum number of streams per engagement program is currently 25. (reference: https://nation.marketo.com/t5/Knowledgebase/Reached-Engagement-Program-Stream-Limit/ta-p/249225 and I tested it out)

Beth_Massura · ‎03-24-2021

Hi Balkar, it looks like Marketo will set these category 1 hard bounces as Email Suspended = true which has an effect for 24 hours (though the field will never be changed back to false). Marketo won't try to send an email to these people during that 24-hour period, but will try on future emails after that time. Depending on how you're using the exclusion list, you could potentially put a filter for "Email Suspended at in past 24 hours" to capture people who are currently unemailable.

Beth_Massura · ‎03-24-2021

Hi, I know the Adobe Certified Expert - Marketo Engage Business Practitioner exam is in the process of being updated, and the new version may be live this summer. Unfortunately I am not sure what is planned for the prep materials. You may want to contact Adobe Digital Learning Services.

Beth_Massura · ‎03-24-2021

Hi Franky, you can use the "test stream" functionality in engagement programs with any person record; you can create multiple test person records with different profile characteristics in order to test their stream qualification, dynamic content, etc., according to their specific values. Depending on your email provider, you may be able to create unique email aliases with a +modifier that still arrive in your inbox but are seen by Marketo as separate email addresses and therefore allow you to create them all as separate records in the database. For example you may be able to use the format name+test123@company.com. This works for Gmail, Google Workspace and perhaps others.

Beth_Massura · ‎03-24-2021

Hi Vinay, I'm trying to understand the scenario. Can you share more about the purpose of the smart campaigns within the engagement programs? Or are they actually smart campaigns with "send email" flow steps within default programs rather than engagement programs? Is there concern about people qualifying for multiple programs concurrently? A few more details will help me provide a relevant suggestion. 🙂 General note: If you're interested in a possible solution for race conditions other than daisy-chaining, definitely check out the Executable Campaign function that is currently in beta. I'll be presenting about this at a virtual MUG meeting next week: https://mugs.marketo.com/events/details/marketo-houston-mug-presents-everything-you-need-to-know-about-the-new-executable-campaign-type-in-marketo/#/

Beth_Massura · ‎02-16-2021

Hi Courtney, although it says "Select person by email" for the send sample email dialog box, you can actually enter the lead ID number string (from the person's profile URL) in that field instead. (Credit to my colleague Cam for sharing this recently!) Agreed that having this option in the UI would be clearer. - Beth

Beth_Massura · ‎02-10-2021

Hi Michael, Would you share a screenshot of the flow steps in your trigger campaign? It should first have the wait step that looks for the anniversary, then the add to list flow step. Per the article you don't need to set the qualification rules if you're using the wait step method - it's a separate approach. Thanks! Beth

Beth_Massura · ‎02-08-2021

Nice work, @Jon_Chen and team! Neat to see the concept come to fruition.

Beth_Massura · ‎02-05-2021

Hi Michelle, a separate permission under Marketing Activities permissions - "Edit Marketing Asset" - would allow them to edit programs and such. I believe if you select only the options I noted, they would have access to edit only emails and landing pages.

Beth_Massura · ‎01-25-2021

Hi Michelle, The wording/categorization is probably a carryover from when all email/landing page assets had to be created in design studio and marketing activities was only for processes/campaigns. I believe if you give them the following permissions they'll be able to edit emails and landing pages in both design studio and marketing activities: Access Design Studio Access Email Edit Email Access Landing Page Edit Landing Page Access Marketing Activities Note that "Edit Email" and "Edit Landing Page" permissions include the ability to create new email/landing page assets. Unfortunately there isn't a way to give a user access to edit only those email assets that already exist (are created for them). -Beth

Beth_Massura · ‎12-04-2020

Hi Tyro, You still need to define editable areas (elements) inside the module. Defining a module with class="mktoModule" only sets it up to be able to drag & drop/reorder/remove the whole section. To add a rich text editable area, for example, you'd need to have a class="mktoText" set. See the Email Syntax Docs page for more details. - Beth

Beth_Massura · ‎12-04-2020

Hi MK, The Email Performance Report type is the one that has # of recipients (reach), opens, open rate, click through rate, etc. You can select a particular timeframe under the report's Setup tab. However, the ability to filter by program tag is only available on the Program Performance report type. It might be related to the fact that the email performance report is reporting on an email asset object (and an email asset could be referenced in multiple programs), whereas the tag is associated with the program object. - Beth

Beth_Massura · ‎12-04-2020

Hi MK, Are your programs aligned to the right channels and "success" steps well defined? What is your reporting like? Reporting can help you find areas for improvement, or you might notice you don't have the pieces/data you need to tell what's working well in your instance (or not). That would be a good place to start. You might consider starting to work on centralized operational programs to help create more alignment between marketing & sales and/or to help with attribution. Some examples could be: Lifecycle management Lead scoring Lead source management A few years back my Marketo CSM shared a "marketing maturity curve" diagram with different competencies and stages to help you grow in your use of Marketo; you might want want to reach out to your CSM and see if they have an updated version. - Beth

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