About Scott_Daily

Scott_Daily · ‎09-07-2017

Hey Ryan, any chance you've received an update from Marketo? It seems this is still not supported.

Scott_Daily · ‎06-02-2016

Hey Greg, I use the trigger "Email Bounces" in the Smart List, then a Flow step of unchecking our Subscriber field. You can use this trigger with any additional filters needed, then put whatever is necessary in your Flow step to make sure they are unsubscribed. Hope that helps! Scott

Scott_Daily · ‎02-08-2016

Hey Jamie - MSI activities log correctly (we use Salesforce), they just don't have a type. So, currently we have reports that list number of activities per team member by type and know the any blank type ("-") means MSI. If you're tracking the total number of activities per team member, you will still have an accurate total. I'm hoping we can edit activity type to clearly identify these activities as "Marketo Sales Insight Emails" so new users and people less familiar with Salesforce reports won't have to ask what "-" activities are. Hope that helps! Scott

Scott_Daily · ‎08-28-2015

Yep! - unique IDs need to be unique within an email, but can be duplicated in other emails. For our email templates, each editable section has a unique ID, but every time we create an email from that template it uses all of those pre-defined IDs. To my knowledge, this shouldn't have anything to do with tracking, just allows you to define areas to easily edit in the email editor. Scott

Scott_Daily · ‎08-25-2015

Hi Laura - you can add both of these triggers to one smart campaign. You don't been the "OR" logic filter because triggers automatically work that way. If you add both triggers to one smart campaign, you will be good to go because a person will go through the flow if any are activated. You can read more here: Define Smart List for Smart Campaign | Trigger - Marketo Docs - Product Docs

Scott_Daily · ‎08-25-2015

Hi Justin Cooperman - I posted a similar question in the community: Editing linked text style in new HTML email editor My designer used to be able to stylize linked text via defined classes, rather than needing to make edits in the HTML. Is there a way to do this in the new editor? Oier Ruiz Trevino - does this align with your question? Scott

Scott_Daily · ‎08-25-2015

Hi Erin! Are your Sales reps sending via Salesforce, Outlook, Gmail, something else? My SDRs send with Sales Insight frequently via Salesforce. We have it set-up to automatically log these activities via the integration settings in Salesforce. They all populate with a subject line that contains "Sales Email" but unfortunately are logged without an activity type. They are all included in the activity reports and dashboards I've created in Salesforce automatically. The Sales Insight Email Performance report in Marketo is also very useful to understand which Sales reps are sending via Sales Insight and which templates are being used. Let me know how your reps are using it and what you're hoping to see in reports and dashboards.

Scott_Daily · ‎08-25-2015

Hi Oier! We've been having similar challenges with styling in the new editor. I don't have a good solution with the new one for you, but you can revert back to the older editor to avoid this issue. That's what we've done for now. Navigate to the Admin page, click on Email and then Edit Editor Settings. Select Legacy (screenshot below).

Scott_Daily · ‎08-25-2015

Really helpful! Can't wait to try.

Scott_Daily · ‎08-24-2015

Hi Mandy, 1) No - a text version is automatically created. You can toggle between the two when you're creating an email (screenshot below). However, it is important to select "Copy from HTML" on the Text tab whenever you make any changes to the email on the HTML tab. This ensures all link changes, copy updates, etc. get copied over the the Text version of the email. 2) Yes, you can use tokens. Rich text token will split out the HTML. (Great comprehensive token info here: Marketo Tokens: Ins and Outs) 3 & 4) There is no difference in sending. You send the email as a whole and the recipient will receive the email that is compatible with the device they are using to read the email. Hope that helps! Scott

Scott_Daily · ‎08-21-2015

Hi Shaun! You can do this easily by user anchors within your page. Simply put, you need to identify which sections of the page you want to take visitors to and then add that section ID to the URL. Here's an example from my company's site: Main landing page URL: http://liveintent.com/platform/ There are 4 sections in the header (if you cover over Platform). Each of these live within the page. Your Data: http://www.liveintent.com/platform/#platform2-section-2 Our Inventory: http://www.liveintent.com/platform/#platform2-section-3 Powerful Performance: http://www.liveintent.com/platform/#platform2-section-4 One Platform: h ttp://www.liveintent.com/platform/#platform2-section-5 Each of these shows the same base URL " http://liveintent.com/platform/ " but includes an added "#__________" All information added after "#" corresponds with a section ID we placed in the code. <section id =" platform2-section-2 "> <section id =" platform2-section-3 "> <section id =" platform2-section-4 "> <section id =" platform2-section-5 "> So, all you need to do is make sure you have unique ID's within your code, and then create URLs that point to each section (ID).

Scott_Daily · ‎08-21-2015

Hi Aqeel - my SDR team using Salesforce Lead/Contact Views and sorts by the Last Interesting Moment date to point them in the right direction. This way they have a good overview of recent interactions and can go to the Lead or Contact record of anyone who has a recent Interesting Moment. You can also suggest they subscribe to types of Interesting Moments (high web traffic, downloaded content, etc.) and they will receive email alerts any time one of their leads takes this action. It's an easy way for them to manage alerts and pick and choose which actions are valuable for them to take action.

Scott_Daily · ‎08-21-2015

Hi John! All statuses are tied to the Channel you select when creating a program. These can be edited in the Admin section: Click on the Channel you want to edit and you can edit the statuses, successes and progression there: After you made the edits you want, be sure to select the appropriate Program Type and Channel when creating your program!

Scott_Daily · ‎08-21-2015

@Almost every case I submit to Marketo support requires me to attach a screenshot. However, this isn't possible until after I've already submitted a case. Is it possible to save everyone an extra step and add the option to upload attachments while creating a case, rather than needing to submit, reopen and attach files after?

Scott_Daily · ‎08-21-2015

Our Sales team sends emails from SFDC frequently, using the "Send Marketo Email" button. Unfortunately, this logs an activity with a blank ("-") activity type. It would be great if these activities were automatically logged with a "Sales Email" activity type so we can have complete type data in our SFDC reports and dashboards. I've started discussions around this, but have not been able to find a solution yet.

Scott_Daily · ‎08-21-2015

Agreed with Courtney! Definitely a report for Google Analytics (or your website analytics tool of choice). If you place links with UTM parameters on your website, it will actually duplicate data and skew what you're looking at. Definitely not something you'd want to do if you're trying to get a better understanding on in-site traffic! Here's a useful tutorial to understand various campaigns that live on your website: Tracking Internal Campaigns with Google Analytics - Analytics Talk

Scott_Daily · ‎08-21-2015

We use a similar approach to Jennifer - trigger via a data value change, then a flow step send a welcome email. We also have an additional smart campaign that unsubscribes someone if their email bounces. This has helped us keep data clean and keep bad data from getting added to our subscriber list on the front end.

Scott_Daily · ‎08-21-2015

Hi Louisa Windt! Here are screenshots of me copying the URL created in Design Studio from a PDF we uploaded. 1. Identify which PDF you want the link for and click on the specific File Name. 2. You will be taken to a new view where you can capture the URL, highlight in blue below. From there, you can use that URL to link any text, image, etc. you want! Hope that helps Scott

Scott_Daily · ‎08-21-2015

Thanks, Liz! Definitely makes sense. We're filtering in a similar way but wish we could pull in the Activity Type in our dashboard reports, rather than have them show up as "-"

Scott_Daily · ‎08-18-2015

Hi Alex, Yep, when we initially set-up our Revenue Model we had a Nurture/Recycle bucket, but it was tied to Disqualification Reasons. We've definitely found that we had a gap, which is the issues I'm trying to solve. Always helpful to go back to the basic docs - thank you!

Scott_Daily · ‎08-18-2015

Thanks, Charlie! Definitely makes sense finding the balance with how to move leads into Nurture. I'd assume or hope there can be some sort of a combination - SDRs can manually move leads as needed, but also have some sort of rule so they're not moving hundreds of leads manually every couple weeks. Appreciate the insight!

Scott_Daily · ‎08-17-2015

Hi Charlie, We started working with AdRoll in July and have had a wonderful experience. Leading up to it, we ran multiple tests (retargeting and not) with other vendors and have been very pleased with AdRoll's results. They're also nice to work with because they can retarget into Facebook and capitalize on CRM retargeting - targeting known leads via an identifier in your database (usually email address) - which is great to align with key stages in your sales funnel! The platform is very simple and easy to use. Plus, it's no contract, so if you're not happy with your results you're able to cancel anytime (which shows their commitment to customer satisfaction).

Scott_Daily · ‎08-17-2015

With the switch to the new HTML email editor, we noticed we lost the ability to easily edit the style of our linked text. An example is shown below, where we used to be able to select the class "underline-orange" when linking text. Rather than have my designer edit the raw HTML every time, I'm hoping there's another easy solution in the new editor. Has anyone experienced a similar challenge, or know an easier way to manage this altogether? Thanks!

Scott_Daily · ‎08-17-2015

We're approaching our one year anniversary with Marketo and I'm taking the time to reevaluate a lot of initial decisions we made, now that we have a better understanding of the platform. One of the simple, yet oh-so-complex, decisions we made was about our Lead Statuses in Salesforce. Originally, we decided not to use a Lead Status of "Nurture" or "Recycle" because we identified particular Disqualification Reasons to fall under this bucket. However, we're now tackling the goal of cleaning out a large quantity of leads from our SDRs' queues and want to remove all the leads they were never able to get in contact with. Essentially, we need to implement a time-based rule to act as an outflow so after "X" weeks leads are moved from an SDR queue to a Marketing-owned Nurture/Recycle stream. My thought: we can easily add a Lead Status of Nurture or Recycle, make sure leads with those statuses don't count against SDR quotas and continue to reach out occasionally via nurture streams. These emails can still appear to be coming from an SDR because they're still technically owned by them. I know this is nothing new, but curious about some Pros and Cons to this strategy from the community. Hoping to reduce the time until another iteration is needed Thanks!

Scott_Daily · ‎08-17-2015

Hi William, We explored it, but ultimately decided not to use it. Might not be the most relevant to what you're looking for, but wanted to chime in to be sure you got some insight from the community! We ended up deciding not to move forward with LinkedIn Accelerator for two main reasons: The investment is significantly more than other CRM Retargeting solutions, like you mentioned. We simply didn't have the budget to invest so heavily to a long-term contract. Targeting known visitors was only a small percentage of our proposal. Yes, we'd be able to target our Marketo leads (via cookie matching), but a majority of the budget and volume was allocated to site retargeting. Though this can be good for some, we have a lot of visitors to our site that wouldn't be good leads, so we didn't find this to be value at the price. That said, it seems like an awesome product but wasn't the best fit with us at the time.

Scott_Daily · ‎08-17-2015

Makes sense! Good digging

Scott_Daily · ‎08-17-2015

Hi Sarah! Flames and stars have two separate meanings in Marketo. Flames represent urgency (as you said), so they correspond with how recent the leads' activity was. Stars represent relative score compared to the rest of your leads. This helps Sales prioritize. In the scenario you're talking about, it looks like the lead has been active recently, but has a lower score than other leads in your database. More info here: Priority, Urgency, Relative Score, and Best Bets - Marketo Docs - Product Docs

Scott_Daily · ‎08-14-2015

I've seen this question around the Community, but haven't found a solution yet. Is there a way to automatically adjust the activity type for Sales Emails sent via Sales Insight in Salesforce? Currently we have many reports and dashboards that display Sales activities by activity type, but Sales Insight Sales Emails are logged with a blank activity type. Has anyone been able to successfully log these activities under an activity type? Thanks! Scott

Scott_Daily · ‎08-13-2015

Hi Steve! Program Success if set-up in the Admin section under tags and determined by the program type and channel you select when creating a program. Screenshot below. You'll need to then set-up a smart campaign to move leads to this status by selecting the applicable trigger and the flow step of Change Program Status.

Scott_Daily · ‎08-11-2015

Hi Chris - I'm hoping I understand your question correctly! We actively use editable sections for each of our email templates too. The unique ID is very important and if any two sections have the same ID, you will be unable to approve the email. If your approval fails, the details should tell you which line of code and which ID is duplicated.

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Date Registered	‎08-29-2014 01:25 PM
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