SanfordWhiteman

SanfordWhiteman

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I'm a web, database, and network architect based in NYC, with specializations in the financial services, publishing, and SaaS sectors. I build complex Marketo integrations for companies large and small... and can make Marketo forms and emails do things you never thought possible! Check out my blog at https://blog.teknkl.com, which has Marketo-specific technical insights you won't see anywhere else, along with wider topics from my programming and systems work.
Joined the community 23-07-2014
Rank Icon Level 10 - Community Moderator
Chief Technologist
New York City
  • solved badge Re: Campaign Status Updating

    That's typical.

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  • solved badge Re: Best practices for loading test data

    “Best” is too subjective, there are lots of test data generators out there. I like Mockaroo myself.

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  • Re: Check Best Approach for an Yearly Campaign

    I used the “in future X days” filter thinking that it would only consider date and month and not the year as the lease start date field is going to remain the same, and it successfully picked the records with the current year (2025) and the one set to 1990. No, it didn’t pick a date in 1990 as if it...

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  • Re: Check Best Approach for an Yearly Campaign

    Well, please don’t post ChatGPT hallucinations here. You must test to see if they’re even close to the truth. Can’t have a community polluted by false info. In this case, even without testing, can’t see how this passes the smell test. Is the year of someone’s Date of Birth field no longer filterable...

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  • Re: Check Best Approach for an Yearly Campaign

    Option 1:Create a new field called “Next Anniversary Date” and set it to the same day and month as the lease start date, but with a static year (e.g., 1990).This could exist at the opportunity level, since we’re updating the year directly from CRM—no need to make it a person-level field.Marketo woul...

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  • solved badge Re: Sending a single alert after a flow step

    @PeeyushSachdeva your suggestion will not solve the problem at all. That way, no matter how many people run through the nurture, your sales team only gets one clean alert per send instead of hundreds.This is false. Every person who runs through the nurture will request the campaign & every person wi...

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    1039 1 0
  • solved badge Re: Webhooks and SMS Sending Question

    This is a poor choice of architecture. It has a built-in race condition and isn’t reliable for professional use. It also cuts your sending capacity in half even when it works! If an OAuth token is required, you should send your webhook requests to an intermediate API Gateway service that manages (i....

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  • solved badge Re: Sending a single alert after a flow step

    You’d have to turn off the built-in qualification rule and let people run through every time. Then build an equivalent limitation using, for example, Program Statuses (if the person is already status Sent for a given Program, then Remove from Flow). You don’t change the status for your internal seed...

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  • solved badge Re: Issue with .ics Calendar File in New Outlook – Anyone Else?

    Doing some of my own tests, think I see the problem(s):“New Outlook” requires a proprietary iCalendar property X-MICROSOFT-LOCATIONSOURCE a proprietary property order not previously required. I should be able to add those to Agical within the next week. Even when you switch to New Outlook, Classic O...

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  • solved badge Re: Issue with .ics Calendar File in New Outlook – Anyone Else?

    Please provide a link with the tokens actually interpolated — that link will never work because it has the {{token}} placeholders still in it.

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Public Statistics
Name
Location New York City
Personal web page https://blog.teknkl.com
Date Registered ‎07-23-2014 11:52 AM
Date Last Visited yesterday
Total Messages Posted 25,686
Total Tags 681
Likes Received 12339