Miguel_Board1

Miguel_Board1 · ‎10-28-2021

Is anyone else experiencing images in Marketo email assets not loading in either the preview or edit view? We are seeing only MS Edge being able to display images...and only on certain devices.

Miguel_Board1 · ‎10-26-2021

Hi Sandy, I have found sudden interest in this thread, as I need to be able to do the same thing. Is there an updated workaround on this subject?

Miguel_Board1 · ‎01-08-2021

I've finally been able to get a few rounds of testing in and this script is the golden ticket. The appointment time is pulling in just as we wanted. This script is soooo much more clean and much easier to manipulate. Sanford, your contributions to this community are nothing short of amazing. Your insight and knowledge are rocks that help keep house that Marketo built from crumbling away. Thanks again for helping me work through this!

Miguel_Board1 · ‎01-06-2021

Howdy, Our company provides professional services to Audiologists. One of the services is Marketing Automation. We are leveraging Marketo to allow our members to better engage with their patients. We are not using Marketo to schedule appointments, as this is done by other means. We are simply sending out reminders based on data that we already have in Marketo. The challenge has been manipulating the velocity script in the email to meet the requirements we have set. Essentially, I feel our Marketo Consultant was more focused on being more of a 'break/fix' specialist than in providing feedback/solutions and truly understanding what we are trying to do and why.

Miguel_Board1 · ‎01-05-2021

Yes, the appointment times being stored in Marketo are being changed in the data load process to reflect the time zone of the end record. I had never previously heard of using the IANA timezone with Marketo as a solution. There was no solution offered by Marketo for incorrect times showing in emails, so we improvised. Your solution certainly sounds like a much more clean way of doing things.

Miguel_Board1 · ‎01-05-2021

Hey Sanford, You are correct. There is HIPAA to consider, however, none of the data being used by the velocity script or email appointment reminders violates PHI (Patient Health Information). This discussion has been through the rounds of our organization and the email reminders have been approved as within bounds. With Marketo being a HIPAA compliant platform, we'd really like to leverage Marketo for the reminders.

Miguel_Board1 · ‎01-05-2021

Hi Sanford, Our use of Marketo is pretty unique. Our company provides professional services for Audiologists. We have a number of audiologists that use our Marketing Automation service with each being separated into their own workspace with their own branded domain. We are using a Marketo Custom Object with appointment data, in order to send appointment reminders. Each appointment entry is unique and we are using the Custom Object fields ‘appointmentDateTime’,’appointmentType’ and ‘appointmentStatus’ to determine if and when an appointment reminder should be sent out. The appointment reminders send daily in the AM and are looking in the future 24-48 hours for qualifying appointments. If an appointment status is not rescheduled or cancelled and the appointment type is not being specifically excluded from the send, an email should go out. It is possible for a person to have multiple appointments scheduled upon the same day that could qualify for the appointment reminder send. In order to keep it simple, an appointment reminder should only be sent to the first appointment of the day. We want to make sure that only one appointment is referenced in any email sent. While the appointment status exclusion will remain consistent for all of our audiology practices, the values for appointment type can be very custom. The collection of appointment types would need to be able to be updated, for each practice. We are currently adjusting the appointment time we send to Marketo (via the API) by the difference between the practice’s timezone and Central time (ex: Pacific time substract 2 hours, Eastern time add 1 hour) to account for how Marketo handles time. Thank you for looking into this.

Miguel_Board1 · ‎01-04-2021

Hi Sanford, I greatly appreciate the advice. Your logic with referencing the collection makes a lot more sense. This is has been a very helpful learning experience. I have attempted to implement the suggested change but am now getting a bit of a different error: Could the error have anything to do with some of the characters being used for the Appointment Types?..such as '+' and '/' #foreach ($appointmentItem in $appointment_cList) set( $todayCalObj = #$date.toCalendar($date.toDate("yyyy-MM-dd HH:mm",$date.get('yyyy-MM-dd #HH:mm'))) ) set( $nextAppt = $date.toCalendar($date.toDate("yyyy-MM-dd #HH:mm",${appointmentItem.appointmentDateTime})) ) set( $inFuture = ( #$nextAppt.getTimeInMillis() - $todayCalObj.getTimeInMillis() ) / #86400000 ) #if ( $inFuture > 1 && $inFuture < 2 && #set( $excludableAppointmentStatuses = ["Reschedule","Cancelled",“Rescheduled" ] ) #set( $excludableAppointmentTypes = ["Benefit Renewal","Clean and Check","Change of Insurance Consult","Complimentary Screening","Complimentary Screening/Demo","Demo Follow Up","Diagnostic and Warranty","Diagnostic Eval and Demo 3yrs +","Diagnostic Eval/HAC(Hearing Test)& Hearing Aid Check","Diagnostic Evaluation and Hearing Aid Evaluation","Diagnostic Evaluation(Hearing Test)","Earmold Fitting","Earmold Impression","Empire Plan Follow up","Final Denial Consult","Functional Gain Testing","HA Exchange","HAC 45 day trial","HAC+D-Hearing Aid Check & Demo 3 yrs +","HAC-Hearing Aid Check less than 3 yrs.","HAE-Hearing Aid Evaluation","HAE/HAF -Hearing Aid Evaluation & Fitting","HAF--Hearing Aid Fitting","Hearing Aid Adoption","Hearing Aid Consult Follow-Up","Hearing Aid Evaluation","Home Delivery/Dispense","Home Visit","Insurance Benefit Renewal Follow Up.","Insurance change follow up","Insurance consult f/u needs Demo","Insurance Consult Follow Up/Fitting Upon Authorization","Insurance Consult Initial W/WO Diagnostics","Insurance Final Denial Follow-Up","Insurance follow up after Dispense","Insurance Resubmit","Lost Device","New Patient Adult CAE","New Patient Pediatric CAE","Office Visit/Referral Consult","Payment","Replacement Pick up","Service/Repair","Tinnitus Evaluation","Warranty","Warranty and Demo over 3 years","Warranty and HAC less than 3 years"] ) #foreach( $appointmentItem in $appointment_cList ) #if( !$excludableAppointmentStatuses.contains($appointmentItem.appointmentStatus) && !$excludableAppointmentTypes.contains($appointmentItem.appointmentType) ) #set( $nextAppointment = #$convert.parseDate(${appointmentItem.appointmentDateTime}, #'yyyy-MM-dd HH:mm') ) $date.format('MM/dd/yyyy',$nextAppointment) at $date.format('hh:mm a',$nextAppointment) #break else end #end Attempting to google '5000 lexical error' does not bring back many helpful returns. Thanks, again.

Miguel_Board1 · ‎01-04-2021

Hi Sanford, The code came from a Marketo Consultant that was provided to our company, by Marketo last year. The framework of this script has taken almost a year to have it working and implemented. As Murphy would have it, another requirement (Appointment Type) came into play just before the Christmas break. You are correct about the condition I was attempting to express. I am attempting to mimic the criteria of this Smart List, within the velocity script. I was attempting to follow the path that was being used for excluding the 'Appointment Status' of Reschedule, Cancelled and Rescheduled...by simply changing the custom object field being referenced. Is the framework of this script worth trying to piece together?

Miguel_Board1 · ‎01-04-2021

Hi Rachel, The velocity script is working in conjunction with a Smart List, in order to determine the correct audience. The velocity script is referencing fields that live upon a Marketo Custom Object. In this scenario, solely referencing the exclusion list in the Smart List will not stop the velocity script from yielding results. The same criteria must be referenced within the velocity script.

Miguel_Board1 · ‎01-04-2021

Howdy and Halp! I'm hoping to find some help with a velocity script I am editing. I am just trying to hobble this together to meet a deadline. I am not a coder and just barely understand all that is happening in this script...just well enough to get into trouble. See below. 🙂 I have added a number of references to the field 'appointmentType'. The script is now producing an error: This is the script I have in place: #foreach ($appointmentItem in $appointment_cList) set( $todayCalObj = #$date.toCalendar($date.toDate("yyyy-MM-dd HH:mm",$date.get('yyyy-MM-dd #HH:mm'))) ) set( $nextAppt = $date.toCalendar($date.toDate("yyyy-MM-dd #HH:mm",${appointmentItem.appointmentDateTime})) ) set( $inFuture = ( #$nextAppt.getTimeInMillis() - $todayCalObj.getTimeInMillis() ) / #86400000 ) if ( $inFuture > 1 && $inFuture < 2 && #($appointmentItem.appointmentStatus != "Reschedule" || #$appointmentItem.appointmentStatus != "Cancelled" || #$appointmentItem.appointmentType != "Benefit Renewal" || #$appointmentItem.appointmentType != "Clean and Check" || #$appointmentItem.appointmentType != "Change of Insurance Consult" || #$appointmentItem.appointmentType != "Complimentary Screening" || #$appointmentItem.appointmentType != "Complimentary Screening/Demo" || #$appointmentItem.appointmentType != "Demo Follow Up" || #$appointmentItem.appointmentType != "Diagnostic and Warranty" || #$appointmentItem.appointmentType != "Diagnostic Eval and Demo 3yrs +" || #$appointmentItem.appointmentType != "Diagnostic Eval/HAC(Hearing Test)& Hearing Aid Che" || #$appointmentItem.appointmentType != "Diagnostic Evaluation and Hearing Aid Evaluation" || #$appointmentItem.appointmentType != "Diagnostic Evaluation(Hearing Test)" || #$appointmentItem.appointmentType != "Earmold Fitting" || #$appointmentItem.appointmentType != "Earmold Impression" || #$appointmentItem.appointmentType != "Empire Plan Follow up" || #$appointmentItem.appointmentType != "Final Denial Consult" || #$appointmentItem.appointmentType != "Functional Gain Testing" || #$appointmentItem.appointmentType != "HA Exchange" || #$appointmentItem.appointmentType != "HAC 45 day trial" || #$appointmentItem.appointmentType != "HAC+D-Hearing Aid Check & Demo 3 yrs +" || #$appointmentItem.appointmentType != "HAC-Hearing Aid Check less than 3 yrs." || #$appointmentItem.appointmentType != "HAE-Hearing Aid Evaluation" || #$appointmentItem.appointmentType != "HAE/HAF -Hearing Aid Evaluation & Fitting" || #$appointmentItem.appointmentType != "HAF--Hearing Aid Fitting" || #$appointmentItem.appointmentType != "Hearing Aid Adoption" || #$appointmentItem.appointmentType != "Hearing Aid Consult Follow-Up" || #$appointmentItem.appointmentType != "Hearing Aid Evaluation" || #$appointmentItem.appointmentType != "Home Delivery/Dispense" || #$appointmentItem.appointmentType != "Home Visit" || #$appointmentItem.appointmentType != "Insurance Benefit Renewal Follow Up." || #$appointmentItem.appointmentType != "Insurance consult f/u needs Demo" || #$appointmentItem.appointmentType != "Insurance Consult Follow Up/Fitting Upon Authoriza" || #$appointmentItem.appointmentType != "Insurance Consult Initial W/WO Diagnostics" || #$appointmentItem.appointmentType != "Insurance Final Denial Follow-Up" || #$appointmentItem.appointmentType != "Insurance follow up after Dispense" || #$appointmentItem.appointmentType != "Insurance Resubmit" || #$appointmentItem.appointmentType != "Lost Device" || #$appointmentItem.appointmentType != "New Patient Adult CAE" || #$appointmentItem.appointmentType != "New Patient Pediatric CAE" || #$appointmentItem.appointmentType != "Office Visit/Referral Consult" || #$appointmentItem.appointmentType != "Payment" || #$appointmentItem.appointmentType != "Replacement Pick up" || #$appointmentItem.appointmentType != "Service/Repair" || #$appointmentItem.appointmentType != "Tinnitus Evaluation" || #$appointmentItem.appointmentType != "Warranty" || #$appointmentItem.appointmentType != "Warranty and Demo over 3 years" || #$appointmentItem.appointmentType != "Cancelled" || #$appointmentItem.appointmentStatus != "Warranty and HAC less than 3 years" ) ) #set( $nextAppointment = #$convert.parseDate(${appointmentItem.appointmentDateTime}, #'yyyy-MM-dd HH:mm') ) $date.format('MM/dd/yyyy',$nextAppointment) at $date.format('hh:mm a',$nextAppointment) #break else end #end The objective is to exclude the above appointment types and statuses from the email send. I am hoping this just a simple syntax error. Thanks to anyone that is able to have a gander.

Miguel_Board1 · ‎10-08-2020

It looks like the link was removed. I found it here: https://nation.marketo.com/t5/Ideas/Allow-subscription-of-Email-Insight-reports/idi-p/261620

Miguel_Board1 · ‎03-05-2020

Where can part 1 and part 3 be found? The link to part 1 does not exist. Thanks.

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Date Registered	‎01-07-2020 08:43 AM
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