About SanfordWhiteman

SanfordWhiteman

Can I request that you format your code (spaces, line breaks) consistently? It's incredibly difficult to read. And when you're hunting down a syntax error, you need a consistent code style. Take this snippet: #if ( $formattedEndDate.equals($thirtyDaysAwayDate)) && $A__Installed_Product__cList.SVMXC__Status__c.equals ("Installed (Auto-validated)") &&$A__Installed_Product.Product2List.Has_Orderable_PS__c.equals("1") && !$A__Installed_Product__cList.PPL_Bespoke_Contract_End_Date__c && !$A__Installed_Product__cList.PPL_Elite_Contract_End_Date__c && !$A__Installed_Product__cList.PPL_Pro_Contract_End_Date__c) #set($void=$qualifyingproducts.add($A__Installed_Product )) #end Let's reformat that so it's readable, without changing the effective syntax: #if ( $formattedEndDate.equals($thirtyDaysAwayDate)) && $A__Installed_Product__cList.SVMXC__Status__c.equals("Installed (Auto-validated)") && $A__Installed_Product.Product2List.Has_Orderable_PS__c.equals("1") && !$A__Installed_Product__cList.PPL_Bespoke_Contract_End_Date__c && !$A__Installed_Product__cList.PPL_Elite_Contract_End_Date__c && !$A__Installed_Product__cList.PPL_Pro_Contract_End_Date__c ) #set( $void = $qualifyingproducts.add($A__Installed_Product) ) #end Now, it's apparent that it has a number of errors.

SanfordWhiteman

Yeah, clunky but worth it IMO. 🙂 It would be difficult to defend the practice of "if they exceeded daily comm limits on Day 1 they're done" in front of a CMO.

SanfordWhiteman

You're missing an #end there. That's a fatal syntax error. Also, my code emphatically does not use ${formal} references. Please follow my style and use $simple references!

SanfordWhiteman

So at this point I have looked through quite a few posts and I get the feeling that Marketo Forms does a querystring check on the referrer URL before your code appends stored UTM data. To be clear, you're speaking of the current document URL, not the referrer URL. The current URL only is the referrer URL of sub-resources like the form post. The referrer of the main resource (the outer document) remains the previous full document. In any case, yes, the forms library now caches the the current document URL immediately. It didn't do this when my original blog post was published! But you certain don't need any elaborate workarounds for the library to see the modified URL. Just change this line: if ( window.MktoForms2 && ( current.time - restored.time <= opts.expireDays * 864E5 ) ) { to this: if ( current.time - restored.time <= opts.expireDays * 864E5 ) { and make sure you run the custom code before you load forms2.min.js. I updated the blog post:

SanfordWhiteman

The lists aren't being broken up because of Marketo limitations. They're presumably being broken up because of rate limits on the recipient's side. If there aren't Wait steps between the sends, though, this makes no sense. If there are Wait steps, you should assume they were added from experience and shouldn't mess with them.

SanfordWhiteman

Are you asking "Can I output one of 2 fields, whichever has a value?" Because that can be done in Velocity. See https://nation.marketo.com/t5/product-blogs/displaying-account-owner-info-if-it-s-present-and-person-owner/ba-p/302028

SanfordWhiteman

I would opt for Delivered rather than Email Was Sent, as it gives you more certainty the email actually reached the recipient. True! However, there's still a missing ingredient here. Implicitly exiting someone from a flow because they went over Comm Limits on a single day seems overly punitive. The flow should be more resilient.

SanfordWhiteman

Wow, an oldie from my pre-expert days! Ain't asked any questions in awhile. 🙂 There's no built-in workaround but you can use JS to strip your extra parameters before loading Munchkin, then only the simpler URL will be logged. Just like Marketo does with the mkt_tok query param.

SanfordWhiteman

@jodiwright wrote: THANK YOU for the partner link! I have been looking all over for that! As for the partner we have spoken with - just seemed like they wanted to nickel and dime us for everything. And the level of professionalism was lacking, in my opinion. Sure thing! As for the partner we have spoken with - just seemed like they wanted to nickel and dime us for everything. And the level of professionalism was lacking, in my opinion. Yeah, I get it... well, open your convos with the others by explaining that experience and hope for a better one.

SanfordWhiteman

On a Marketo form, any Hidden field can be populated from a query param. Just enable "Autofill" for the field and select the param name.

SanfordWhiteman

There's not a material difference between a Boolean field set to false and a Boolean field set to the null value. Even via API, the current value will be materialized as false in either case. Another way of looking at it is a field update request supports nulls, but field storage does not. A Boolean can't be blank. A Smart List on Data Value Changes also treats false and null as interchangeable. If they really insist on seeing whose value was originally requested to change to false and whose was requested to change to null, and you are/have a developer, you could use the Get Lead Changes API. This will reflect the "New Value" of null when that was requested. Finding it hard to imagine why they would care about this, as the database treats them the same.

SanfordWhiteman

Please remember to use the syntax highlighter ("Insert/Edit Code") to post code. I edited your post in this case. Your code doesn't make a heckuva lot of sense, I must say. 🙂 It repeatedly refers to the first item in the list (get(0) means index [0]) even though it's looping over all the items. I'd say fully 100% of the time this is not what you want. Also, you shouldn't be using formal references (${variable}) in #directives. Use $simple references instead. And you shouldn't compare to quoted references like #if( $formattedEndDate == "$thirtyDaysAwayDate" ) Compare more simply: #if( $formattedEndDate.equals($thirtyDaysAwayDate) ) Try in fact to never use == at all. It's buggy in certain cases. Always use equals(). What you're sort of dismissing as "the recommended way" is specifically filtering the list. But it has to be implemented correctly. Looking at your 2 snippets, you're resetting $qualifyingproducts to an empty List; this means any items you add to $qualifyingproducts before that are removed. Some of the above are just stylistic improvements, but they all increase the ability to read, reason about, and troubleshoot code. Now, to the question of why you might get a timeout when there are multiple matching objects. You're not breaking out of the loop, so the entire list is being checked. But even if you were breaking when you found the first qualifying product (and if that product were early in the list) it's still extremely unlikely that the number of qualifying products would make a difference on its own. Rather, I would consider how many product objects there are in the list, period. Are we talking 1000s of objects per lead? You can debug this to some degree by creating a fake list (e.g. #set( $TestList = [ { "name" : "value" }, { "name" : value" }, ... ] )) and running the same code over that list. You have direct control over the number of objects in the list in this case, although it's true that you won't be able to simulate the overhead of reading the data from the Marketo database and passing it into Velocity.

SanfordWhiteman

First, to use the Interesting Moment activity type, you need to have Marketo Sales Insights active (you don't need more than 1 license, but you need to have MSI). You can however use a Munchkin activity to represent the same thing, like a hit to the pseudo-web-page www.example.com/chat/engaged. Or you could submit a Marketo form that reflects their engagement (in fact, if you don't do something like this, their Munchkin session remains anonymous, which is surely not what you want if you know who they are via other means). The reason you don't see any Marketo documentation on the subject is that it's actually a question of the chat software's API. If it can trigger on events ("new chat", "chat closed", etc.) in JavaScript (preferrered) then you wire that up to Munchkin. If it has a back-end webhook functionality, have that send to an API gateway that can update fields, create Custom Activities or Custom Objects, or whatever you want in Marketo. But there's no one way to plug in a generic "chat" concept.

SanfordWhiteman

I can't recommend strongly enough that you not use that SiteFinity connector! It uses the ancient Marketo SOAP API, creating a significant security risk (full root access to Marketo) if your CMS is compromised. I can see other avenues by which it would create a DOS attack against your Marketo instance, too. It wouldn't pass security & risk muster at any of our clients. What you should do instead is use the Marketo Forms JS API to drop Marketo forms, and the Munchkin embed code, onto your SiteFinity pages. That'll give you a true Filled Out Form activity to act on in Marketo & track web activities like Visited Web Page and Clicked Web Page, without any capacity or security issues.

SanfordWhiteman

For a recommend-off... there's no official Adobe space for that kind of thing. For a directory... filter the Adobe Partner Finder by Solutions » Marketo Engage. That won't give you an immediate drill-down into Dynamics 365 familiarity, but you can use it to start having some discussions. Explain exactly what felt wrong in your initial convo with the other group. (P.S. Shouted out Sponge in particular because I don't have any affiliation with them — self-promo isn't allowed on the Community. But I trust them and know they know D365.)

SanfordWhiteman

They certainly will get the others, since you haven't put any logic in to the contrary!

SanfordWhiteman

Hi Jodi, While this could easily provoke a recommend-off (and the Community isn't the best place for such things) I can confidently steer you toward Sponge (sponge.io). Can't go wrong with them, though same is certainly true of many of their peers.

SanfordWhiteman

Well... you don't need to "assign" tokens. A {{lead.token}} will be available for your custom field as soon as you create it in Field Management. If you have the unique values in a CSV, you could use a webhook to pull a value off the list onto the lead record and store a pointer to the last position in the list. However, this is a task for a developer, largely b/c of the need to store a pointer. In the absence of a developer, exporting and reimporting the list is going to be the only method available. What do you mean by "hectic"?

SanfordWhiteman

There must be some missing element here, like you're adding them to a Program. That won't happen automatically with a global form.

SanfordWhiteman

The Query String constraint is based on the URL the form is on. The _mktoReferrer is the URL the form is on. (Don't be confused by the word "referrer", as the referrer of a form post is the page hosting the form, not the page before that.)

SanfordWhiteman

Josh, to @Peter_Rytter's point I'm tagging in @Jon_Chen, who can help you join the Careers site.

SanfordWhiteman

So if you look at the details of the Filled Out Form activity, you see the expected fields were posted?

SanfordWhiteman

@rperry04 here you go: https://nation.marketo.com/t5/product-blogs/re-enabling-the-onsubmit-event-when-known-visitor-html-is-on/ba-p/312449

SanfordWhiteman

Known Visitor HTML (“If Known Visitor, Show Custom HTML” in Form Editor » Form Settings » Settings) shows a slimmed-down form if the current pageview, or existing Munchkin session, is associated with a person in your db. Typically you show just a Download button, together with a brief reminder of who you think the person is: When the button is clicked, a regular Filled Out Form activity appears in the Activity Log. It’s an awesome way to reduce friction. But it does have some quirks. Quirk #1: the Person record can’t be totally bare-bones 1. First and foremost, a person needs to have at least the fields First Name, Last Name, and Email Address filled in for KV HTML to work. Otherwise they’re considered “not known enough” and will see the full form. So if you only ask for First & Email to streamline a form, make sure you also populate their Last with a placeholder value like [pending].) Quirks #2-#5: other stuff Once the requirements for KV HTML are met, it still differs from the full form in other fundamental ways: 2. The Forms 2.0 JS API is not fully supported (that’s what we’ll be fixing today). 3. The KV HTML markup is slightly different from that of a Rich Text field, which is actually good because it means you know when KV HTML is on. 4. The special tokens {{lead.FirstName}} and {{lead.LastName}} are available (yes, even on embedded forms!). Note these are not the same as the similar {{lead.tokens}} — check the missing spaces! — they just happen to use curly-brace syntax. 5. Hidden field Autofill settings are ignored (but native Autofill can be replaced — and vastly improved — using FormsPlus::Util plus the code here). Fixing #2 using #3 That the ever-useful onSubmit event doesn’t fire, out-of-the-box, with KV HTML is not widely known. Say you were using this Forms API snippet to add the URL as a lead field: MktoForms2.whenReady(function(mktoForm){ mktoForm.onSubmit(function(mktoForm){ mktoForm.addHiddenFields({ LastFormURL : document.location.href }); }); }) That works for people in (previously) anonymous sessions, and people who didn’t qualify for KV HTML due to #1. But wouldn’t work for everyone else — and it could be devilishly hard to decipher why, since the JS is exactly the same in all cases. Luckily, this is easy to remedy. The KV HTML is wrapped in a <div> with an identifying class mktoTemplateBox. So, on ready (yes, whenReady does fire), we check if the form has such a <div>. If it does, we add a custom event listener to re-route button clicks via the Forms API. /** * Reroute KV HTML submissions via Marketo submit() * @author Sanford Whiteman * @version v1 2021-05-02 * @license MIT */ MktoForms2.whenReady(function(mktoForm){ const formEl = mktoForm.getFormElem()[0], kvTemplate = formEl.querySelector(".mktoTemplateBox"); let kvSubmitButtonEl; if (kvTemplate) { kvSubmitButtonEl = kvTemplate.querySelector(".mktoTemplateBox button[type='submit']"); if(kvSubmitButtonEl){ kvSubmitButtonEl.addEventListener("click",function(e){ try { mktoForm.submit(); } catch(err) { /* swallow harmless DOM error */ } }); }; } });

SanfordWhiteman

A number of guesses make your code pretty hard to interpret — you're calling methods and accessing properties that simply don't exist. Every time you do that, Java throws a fatal error. Velocity isn't showing you the errors (because it's being polite) but if you check the return value you'll see it's null. For example: Date objects don't have an add method. Date objects don't have a calendar property. Guesswork just... won't work. 🙂 To add time to a Calendar object, you use Calendar.add. An example is in the section "PROMO EXPIRES 7 DAYS FROM TODAY" in this post: https://blog.teknkl.com/velocity-days-and-weeks/. Also, what you're doing with time zones concerns me a lot; it's far too fragile to put in production code. When a Date-Like String contains a time zone, you should parse the Time Zone (code z/Z in a SimpleDateFormat) as part of creating the real Date object, using the built-in parser. Don't just split the string.

SanfordWhiteman

OK. This is a huge question with more than one correct answer, perhaps not suited for a simple Community thread (as opposed to working offline with someone who specializes in such things). First thing to clarify is you will not be able visualize real-time data outside of Marketo. Marketo doesn't have a streaming API where events can be fed, over a persistent connection, to another system. Rather, data must be extracted periodically and imported into another system. The "period" in "periodically" may in theory be as short as every hour, though it typically is most efficient to do a single daily export. But regardless of the frequency, the method is always a scheduled pull from Marketo. There are some vendors who perform the scheduled import-exports for you, which may make it seem like they have a direct/special connection from Marketo to your system, but they don't — they're using the same method under the hood. Next, realize the Marketo API endpoints used differ greatly depending on exactly what data you need. Flat Person fields, Program Member data, Activity Log entries, and — very soon — Marketo Custom Object records can be exported to a CSV (generated on Marketo's side) and downloaded as a single file. Scheduling the CSV export is still a multi-step process, though. In contrast, mirroring your Marketing Activities tree (including Program and Channel metadata), getting deeper information about LP and Email assets, and exporting List members use a very different set of APIs which are paginated (meaning you need to open a new connection for every, say, 300 records of a certain type). Also, those APIs aren't great at getting only updates since a current date, so there is more delicate work that needs to be done to have an up-to-date representation of Marketo. There are also questions to answer about how to merge activities that were once anonymous as they become known. (Remember, a person's Activity Log is not static; it's continually backfilled, so Day 1 may look a certain way on Day 2, but when you check on Day 10, Day 1 can have tons more data.) And how to store each change to program status — choosing the right back end database & database schema is important. And how to merge assets whose name changes over time. That's not even getting into the question of which BI tool! And the above is a very superficial treatment of the topic. 🙂

SanfordWhiteman

This is the nature of the beast when using program-level forms. Using global forms is far more manageable; you'd lose the ability to ever have an automatically assigned AP, but you'd always have control. (The so-called "best practices" for field blocking are highly negotiable once you consider actual business needs. Plus, sources that should be blocked aren't blocked by default, leaving people open to all manner of changes to custom fields.)

SanfordWhiteman

So would you say this is expected behavior? Yes, Marketo attributes a change to a Smart Campaign whenever it can, even if the data involved in the change comes from a remote service. (Remember it's not SFDC is "changing" the fields in Marketo, Marketo is still processing the change request into its database.)

SanfordWhiteman

have to come back on this old topic thus I have same challenge right now and tried to solve it as you wrote. But than I realized that I cannot integrate a form into an email. This means that the receiver has to click twice > first click "attend" in email > than receiver will redirected to landingpage and there is again an "attend"-CTA which has also to be clicked. That's right. You must require a human-only action like clicking a button on a web page. Following a link in an email is something that machines (mail scanners) also do so you don't want to treat that as human engagement.

SanfordWhiteman

Are you sure you want the same person to get a copy of every single email? The CC: feature is really for leads who have more than one address. That's the only safe use for it, because any click on the CC'd email is linked to the Marketo person (and of course are past/future activities in the Munchkin session) If you are completely sure, you could create a custom Email type field and simply set everyone in your database, or everyone in a given campaign, to have the same value. Then you can CC: it. Again, be triple-sure this is what you want.

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