About Katja_Keesom

Katja_Keesom

Also true. I would actually investigate something like this for each step: If previous email bounced, remove from flow entirely. Send next email with choices: If previous email was delivered, send next email. If not, try previous email again. For email 3 and 4 you would also want to factor in a remove from flow if email 1 was not delivered after two attempts.

Katja_Keesom

True. Unfortunately you cannot filter on the ones that were not sent for that reason (even though it is logged as an activity). I can imagine some work arounds but they do feel clunky.

Katja_Keesom

Just a quick addition to make it work: If you add a choice to step 6 to say If Email Was Delivered, specifying your first email to send and set the Default to Do Nothing it would work as you describe. And of course you can do that for all of the following Send Email flow steps to ensure the previous email was actually delivered. I would opt for Delivered rather than Email Was Sent, as it gives you more certainty the email actually reached the recipient.

Katja_Keesom

@Dave_Roberts actually explains it really well. The idea is that an editable module in your email can actually already have email-specific content so the template update will never overwrite that. I was curious about one thing though, so just checking: You do mention you noticed all emails went into draft, but did you approve them before you sent yourself a sample? Of course the updates do need to be approved before they show up.

Katja_Keesom

First step would be to upload your pdf into Marketo (in the Design Studio section under Images & Files, ensure a good folder structure so you can find your stuff back). When uploaded, the pdf actually gets its own url which you can use behind the button.

Katja_Keesom

In the setup you do with the admin account in Zoom, you can assign other users whose webinars need to sync. I am not 100% sure on the number of users, but I think you can assign up to seven additional users.

Katja_Keesom

Very useful information indeed, thanks Sanford!

Katja_Keesom

Yes, that should indeed do the trick. Marketo will wait for 24 hours and then send on the first possible Mon-Fri at 12am.

Katja_Keesom

This is only a small technical idea for a specific use case, but can be very annoying. If you switch the recurrence off on a recurring batch campaign, but need to restart it again after a while (or activate it after an instance copy), the first date the campaign is set to run is still set to the first time it was set to run originally, so you manually have to update that start date to a date in the future. It would be really helpful if Marketo can reset to the first possible future date the campaign can run at the originally scheduled time of day.

Katja_Keesom

Hi Sweden, Sanford is absolutely correct. Can you give us a bit more information on how that information is stored in your Marketo instance? How you can set up your smart list depends on what your data looks like. Are your orders stored in a Custom Object or Custom Activity?

Katja_Keesom

If you have set up branded domains, you should have no problem with your image urls by the way, as their url is based on your branded landing page domain.

Katja_Keesom

For SSO, the redirect link is based on the url structure that is also used for things like Rest API, this has not changed. So I do not expect any issues there nor have I heard any. I also haven't heard any issues with image links and there seem to be redirects in place, although I did notice direct links to some assets in Marketo seem not to be redirecting correctly.

Katja_Keesom

That is my experience as well. So simply said, beyond 90 days you cannot guarantee data is complete anymore, so you can not reliably use it as a reference.

Katja_Keesom

In addition to @Michael_Florin 's comments which are totally on point, please bear in mind the retention period for the Change Score activity is 90 days, so you cannot look back that far to achieve what you want. A reliable way to achieve what you want is to create a last score change date or datetime field that you stamp with every score change. Based on this date you could reference your 180 days.

Katja_Keesom

Custom entities work a little different than regular person or company fields. You say you can see the filter "Has Custom Entity" and that is exactly what you need. You add this filter to your smart list and with the "Add Constraint" in the top right corner you can access the fields in the custom entity to your filter and set criteria for then.

Katja_Keesom

If it wasn't a typo we would need a bit more information to evaluate what went wrong. For some reason, those people did not qualify for your choice. So either there was an error in your flow step or all people actually had status Registered or Registration Error so they didn't qualify. Those seem the most obvious root causes, but without more detail like screen shots I cannot tell you more than this.

Katja_Keesom

I'm afraid there is not enough information to fully judge that. One thing I do notice is your mention of the program status Registered Error. If that is what it literally said and your program statuses are configured in the normal way, that may be a typo. I do believe the status should be Registration Error. This could cause your step to malfunction, so could that be the reason?

Katja_Keesom

Hi Chris, useful process to stay on top of this! Just a quick question: Do you have any experience with how you can compensate for the Marketo system time zone if you are in a time zone that is entirely different? As far as I know Marketo counts the communication limit based on PST, but when your instance runs in Europe, the definition of today is off by quite a bit. Thanks!

Katja_Keesom

It is extremely dangerous to work with an average of the (indeed already rounded) percentages. In your example each of the three emails has a similar amount of emails delivered, so the two results only differ slightly as expected. But imagine one or two of those emails are sent to roughly 500 instead of 5.000 people? Averaging the three open rate percentages would then give those smaller emails an equal weight in the final result, which is entirely unjustified by the volume sent. For that reason alone I would ALWAYS recommend to use the mathematical approach and take the average based on total delivered and total opens, as the bottom line in your table shows.

Katja_Keesom

Found out recently that the credentials are no longer sent through Dynamics anyway (it used to be that you could provide an email address to send the credentials to). So this option no longer exists. And it does not really need to be a real email address, as no emails are sent to it. You do need to make sure the user is not subject to MultiFactor Authentication. Simply make sure you capture the username and email address so you can enter them in Marketo.

Katja_Keesom

True.

Katja_Keesom

In addition to Sanford's comment, also do realize that if you now changed your Schedule settings for every lead to only be able to go through the flow once, everyone who has previously gone through the flow multiple times will now no longer go through it.

Katja_Keesom

There's already quite a few ideas out there about being able to calculate with score fields, but unless I missed something this one was not previously addressed yet. I would really like to be able to use the Score was Changed filter with a constraint that it actually was a score increase rather than a score decrease. Currently, you can only achieve anything close to this by specifying that the previous value has to be less than something and the new value more than something. Can it be made so you can specify the new value is higher than the previous value?

Katja_Keesom

Noticed that one too. Eager to find out how they approach this.

Katja_Keesom

That is indeed the url the SSO request needs to be sent to. But did you set SSO up on the Marketo end correctly?

Katja_Keesom

Hi Charlotte, That sounds like a good idea. Normally email address would be the default singly dupe key (except for your CRM sync which is generally based on the CRM Id). When you define a custom dupe key, there's two important things What will be the extra field to dedupe on (in this case most likely partition id) For which sources should this be set up. You can set up additional dupe keys for all routes via which a person enters your database separately. So you could keep form fills unique by email address only and add partition id as dupe key for web service api or list uploads. So it would indeed be a good idea to verify what exactly was set up and whether it is what you intended.

Katja_Keesom · ‎04-08-2021

As it is in fact different content, you would need to create 8+ of something. Hypothetically I'd say you could make different tokens per language version and make the email dynamic and add the different language version tokens in the different segments. Not sure whether that would save you much time though. To my knowledge you can not make a token dynamic, but again, you would still need to put the different language version of the text in there for all you permutations even if you could. There are translation tools out there that have integrations and could push your translated versions via the API if you want to really automate your process.

Katja_Keesom · ‎04-07-2021

Wow, that's something you are asking there. Setting up an instance has several components like basic configuration, CRM integration, migrating data and campaigns from your old platform, setting up your basic campaign structures. Do you have any users with experience in the platform or an agency helping you?

Katja_Keesom · ‎04-06-2021

One thing to be careful with in testing programs like this is your cookies. If you tested with more than one email address, you are likely to have collected more than one cookie on your device as well. This can cause Marketo to get confused on "who you are" resulting in the form no longer prefilling. You can prevent this by either clearing your cookies between each test or run each test in an incognito browser session (don't forget to close your incognito windows and reopen a new session for each new test).

Katja_Keesom · ‎03-31-2021

Starting with the silly questions first: Were there actually people in your stream who had already received the first "01" email in a previous cast? If not, all would have received that email and the second email will only be sent in the next cast. For any further troubleshooting it might be good to also post a screenshot of the smart list and flow of the smart campaign inside your nested program that did not run.

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Date Registered	‎09-19-2019 01:53 AM
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