SanfordWhiteman

SanfordWhiteman

Contact Me
Online Status
Offline
Date Last Visited
yesterday
Level 10 - Community Moderator
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
  • 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...

    image_type
    Discussions
    185 0 1
  • 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...

    image_type
    Discussions
    233 0 3
  • 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...

    image_type
    Discussions
    241 0 5
  • 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...

    image_type
    Discussions
    237 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....

    image_type
    Discussions
    117 0 1
  • 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...

    image_type
    Discussions
    343 1 0
  • 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 and some other properties not previously required. I should be able to add those to Agical within the next week. Even when you switch to New Outlook, Classic Outl...

    image_type
    Discussions
    141 0 0
  • 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.

    image_type
    Discussions
    144 0 0
  • solved badge Re: How do the global validation rules define a personal email?

    @Sant_Singh_Rath and @Ruchi_Lapran1 both your responses are incorrect or incomplete. While it’s true that the rule domain.example will not block 123domain.example, it will block us.domain.example. The rules cover an entire private domain suffix. So if you enter example.com, domains are checked to se...

    image_type
    Discussions
    192 3 0
  • A crazy way broken custom JS can cause “Submission failed,” with “chec...

    As you read on, you might think I’ve contrived a situation with an infinitesimal chance of happening in real life, just for the love of blogging. But this just happened to a user who posted on the Nation! So here’s the weirdest Marketo Forms factoid you may ever learn: if the 20th field added to a f...

    image_type
    Blogs
    167 1 0

Top Badges Earned

Customize up to 8 badges at the top of your trophy case for all other Community members to see!Customize up to 8 badges at the top of your trophy case for all other Community members to see!
  • Applaud 2000 Applaud 2000 Earned on 2.08.21 Earned by 1 people Select to learn more
  • Validate 500 Validate 500 Earned on 11.04.22 Earned by 2 people Select to learn more
  • Prowess Prowess Earned on 2.10.21 Earned by 7 people Select to learn more
  •  Artisan Artisan Earned on 2.10.21 Earned by 7 people Select to learn more
  • Originator Originator Earned on 2.10.21 Earned by 21 people Select to learn more
  • Publish 100 Publish 100 Earned on 10.05.21 Earned by 3 people Select to learn more
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 25,631
Total Tags 666
Likes Received 12316