Anthony_Pica

Anthony_Pica · ‎02-22-2017

This is really helpful, thank you, Greg. Something I'm currently testing: what happens when a lead/contact is unsynced and deleted from Marketo, but then resynced back to Marketo months later. It seems like Marketo triggers are instantly executed. For example: I deleted 5,000 inactive leads from Marketo. Then months later, a mass update in Salesforce caused these leads to be resynced back to Marketo. Since there was no historical information on these leads in Marketo, a bunch of triggers were executed, such as updating lead score, adding leads to engagement programs, creating Interesting Moments, etc. I chatted with Marketo support and they said it was by design. Even if I create a boolean field like Sync to Marketo in SFDC to prevent leads from auto-syncing when they're edited in SFDC, the same scenario above will happen because Marketo doesn't have any historical information on that lead. The triggers will be executed and the leads will run through the flows, even if I set the smart campaign qualification rules to allow leads to only run through once. Have you done any testing on this? Best, Anthony

Anthony_Pica · ‎01-11-2017

We had a live webinar and managed registrations with a Marketo form within a Marketo program that's synced to GoToWebinar. What's the best practice for sharing the webinar recording afterward while collecting lead data? I see there are program statuses for Download and Attended On-demand. Should we use the same program with a new form and assign the lead either the Downloaded or Attended On-demand status? Or would it be better to create a new program to separately collect lead data for the webinar recording? I ask in particular because I couldn't find any information on what impact the Downloaded and Attended On-demand statuses might have in GoToWebinar. I should also add that we have the Marketo program synced to SFDC if that makes a difference. Thanks, Anthony

Anthony_Pica · ‎12-21-2016

I have a program that's synced to Salesforce set up with the following smart campaign: Smart List: Visits Web Page Flow: Change Program Status & Create Task In the results tab, I see the following: Change Program Status - Skipped Cannot add an anonymous lead to a program Sync Lead to SFDC - Failed: {MktSyncLeadtoSfdcImpl::synLead} cannot push anonymous lead to SFDC Create Task - Visited web page "Landing Page 01" Those activity detail errors/warnings are expected since the lead is anonymous. However, my understanding is that when an anonymous lead becomes known, the triggers that would have affected the anonymous lead are executed once the lead becomes known. Therefore, I would expect the Change Program Status and Create Task flows to execute when the lead became known, but they didn't (the lead isn't a member of the program and an SFDC task wasn't created). What am I missing?

Anthony_Pica · ‎11-22-2016

The leads are being synced to Salesforce implicitly before the smart campaign I built is triggered, which means SFDC auto-assignment rules aren't used. Also when Marketo first syncs to SFDC, it adopts SFDC's own assignment rules. Is that true even with implicit syncing (via Marketo Program to Salesforce Campaign sync)? Based on my experience, it doesn't seem to be the case, but I'm not sure.

Anthony_Pica · ‎11-04-2016

The forms on our webpages belong to Marketo programs that are synced to Salesforce. When someone fills out a form, there's a flowstep that changes their program status, which implies a Salesforce action to create a new lead in Salesforce. The problem is that this implied Salesforce lead creation doesn't use Salesforce auto-assignment rules. As a workaround, we created a separate triggered smart campaign when someone fills out any form, and a flowstep for Sync Lead to SFDC (Assign to --Use Auto-Assignment Rules--). But auto-assignment rules still aren't being used, and I suspect that's because the implied Salesforce sync mentioned above is being triggered before this Sync Lead to SFDC smart campaign. Ultimately, if a lead is created in Marketo that's not yet in Salesforce, I want to ensure that the lead is created in Salesforce and uses auto-assignment rules. What's the best practice for this?

Anthony_Pica · ‎03-31-2016

Hi Liliana, you probably already know by now, but Marketo pushed a patch Tues night / Wed morning to fix the issue.

Anthony_Pica · ‎03-29-2016

I deactivated the trigger campaign Saturday once the issue was detected. As a workaround, I was thinking we could perhaps try a constraint for Previous Value is not null/blank (is not empty), but to be safe, I kept it off.

Anthony_Pica · ‎03-29-2016

Hello Liliana, Thank you for writing this post. We are experiencing the same issue starting March 25 around 9pm ET, and it continues to occur. Interestingly, this time frame coincides with the Marketo Q1 Minor Release: 2016 Release Schedule - Marketo Docs - Product Docs This impacted us negatively because we have a trigger campaign listening for a value change on an Account field, with a flow step that sends an email. Since the value changed from [null] to "something", emails were erroneously sent to a bunch of customers which caused a headache. I have a case open with Marketo and will respond here if they provide any information. Anthony

Anthony_Pica · ‎11-21-2014

Please enable the same for Tasks created in Salesforce, and please support clicked/delivered/opened.

Anthony_Pica · ‎10-14-2014

Not yet unfortunately.

Anthony_Pica · ‎09-18-2014

Hi Kim, When you say that we can change the score from +20 to +10, you are just referring to changing the active flow step so that the change is effective for the future, right? For retroactive updates, the only way is to subtract points, correct? Thanks, Anthony

Anthony_Pica · ‎09-18-2014

Dory, We do have separate smart campaigns for each lead scoring rule, so they are all in fact members of the same smart campaign. Previously I was asking if it was possible to change an old score update from +20 to only +10, but what you're suggesting is that we just subtract 10 points today. Seems like it will have the same effect. Thanks!

Anthony_Pica · ‎09-18-2014

Just to close the loop, was the patch ever deployed?

Anthony_Pica · ‎09-18-2014

After several months of scoring leads, we have determined we were giving too many points for certain demographics/behaviors. Is it possible to retroactively update the scores we gave? For example, we gave a lead +20 points two months ago when they filled out a form. We would like to change that to only be +10 points instead. What's the best practice for doing this?

Anthony_Pica · ‎09-16-2014

Thanks all. We set up a recurring batch campaign to run after every cast. We used the "Member of Engagement Program" filter with the "Exhausted Content" contstraint.

Anthony_Pica · ‎09-04-2014

I created a new channel with the type set as Engagement Program. I added a couple statuses, including "Nurturing" and "Exhausted" because I want to see which leads are being nurtured vs exhausted from a synced Salesforce Campaign. The problem is that I'm not sure how to set the program status to "Exhausted". Is it possible?

Anthony_Pica · ‎07-02-2014

One might argue that the best format is a blog because of the SEO factor, but someone else might argue that a nicely designed PDF is more "official". How do you decide what format to publish your content as?

Anthony_Pica · ‎06-13-2014

Tony, I tried that. But when I edit the HTML Source again for the second time, the <p> tags are added back.

Anthony_Pica · ‎06-09-2014

If you go to Admin > Salesforce > Sync Options, you can choose which Acitivies are synced to Salesforce. In our org we tend to log as many Activities as possible, and we haven't run into any data storage issues.

Anthony_Pica · ‎06-04-2014

We're sending an email blast, but rather than set up filters like we normally do, our Account Executives need to pick and choose the recipients. How would you approach this? 1. Use a SFDC Campaign as the recipient list, give the sales team a deadline for adding people to the list, and then send the email blast at a future date. 2. Leverage the "Add to Marketo" Sales Insight button, which will a) send the email instantly and b) add them to a program which is synced with SFDC. We want to track Campaign Influence in Salesforce. Thoughts?

Anthony_Pica · ‎02-08-2014

I'm curious, what is the reasoning behind only have one type of record instead of two like Salesforce has? We're working with a company that is considering not using Leads in Salesforce. They think it's simpler to use only Contacts in Salesforce. They also think that in the future there will only be 1 type of record, and that the marketing automation tools already are on board with this idea. I'm aware of the benefits of using Leads in Salesforce, but I'm having a hard time providing concrete technical reasons why it's a bad idea to only use Contacts. Thoughts?

Anthony_Pica · ‎02-06-2014

Here's a screenshot of a template out of the box without any modification:

Anthony_Pica · ‎02-06-2014

It looks fine in landscape orientation, but not portrait orientation. This has been tested on Android 4.4, iPhone 4, and iPhone 5. Here's landscape (good) Here's portrait (too small) Would you say the built-in previewer at templates.marketo.com accurately emulates real mobile devices?

Anthony_Pica · ‎02-06-2014

Anyone notice that the text size is too small when viewing the email on a mobile phone? Specifically, the Blue Pearl v2 and Sofwour v2 email templates. Kind of defeats the purpose of using a responsive email template.

Anthony_Pica · ‎02-05-2014

I would do it upon clicking. If they open the email, it doesn't mean they actually read it. More important, opens are not a really metric because if they don't "display images" then Marketo cannot see if they opened the email even if they did (Gmail is an exception due to the recent change). Definitely depends on your specific goal. For example, your end goal might be for the recipient to click the link and then fill out the form on the following page.

Anthony_Pica · ‎01-10-2014

And just to document, in order to change the program statuses to Deivered, Clicked, Bounced, etc for Email Programs.... you need to add the Smart Campaigns as Local Assets I think. Adding them as regular Smart Campaigns won't work. Correct me if I'm wrong.

Anthony_Pica · ‎01-10-2014

We like how the Marketo program channel name gets pushed the the Salesforce campaign field of Type. For example, we have a channel called "New App Release" which gets synced to the Type field in Salesforce, and we use that field to report on and exclude it from Campaign Influence. We also like seeing Sent, Delivered, Opened, Clicked, Unsubscribed, etc as campaign member statuses in Salesforce. My question is... Would it be okay to create a new channel in Marketo called "New App Release Announcement", apply it to "Email", and then add some custom program statuses? Would this provide us the best of both worlds -- (a) the new Email program dashboard and metrics in Marketo, and (b) the ability to see a custom Type in Salesforce and also have custom custom campaign member status? No issues or conflicts?

Anthony_Pica · ‎01-08-2014

Yup, you are correct that all leads should come in through Marketo. The fact that AppExchange leads have to go directly to Salesforce is our biggest pain point. We have a Lead is Created trigger campaign and use a constraint for Lead Source so it can be specific to AppExchange leads. Then we have a flow step to "immediately" send a welcome email. And then subsequently enter them into a separate drip campaign. Standard sync is 5 minutes, but here's a scenario of what "immediate" means in this context... Lead is created in Salesforce at 5:29. Marketo became aware at 5:33. Welcome email is sent at 5:33. I am okay with a 1-5 minute difference. But if there is a way to make it be 1 second, I would modify our marketo campaign(s).

Anthony_Pica · ‎01-08-2014

Sounds good Scott

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