Katja_Keesom

Katja_Keesom

As a simple first check to add to the guys' very valid questions: Is your own email address actually in the database? If not, an email will never send.

Katja_Keesom

Now there's a good reminder to be aware of.

Katja_Keesom

Also note that the email will have links in there with personalized tracking for the "to" recipient, so a BCC recipient clicking on a link will surely mess up your email performance stats.

Katja_Keesom · ‎11-02-2022

Indeed. A few checks you can do to pinpoint where it is going wrong: Assuming your registration page is a Marketo LP, run a LP performance report to see whether that shows conversions. Check your smart campaign that processes registrations whether it has any members (the dumb question: I do assume the smart campaign was activated?) Run a smart list to see whether you have any recent form fills on your webinar form. If you do see form fills, check some activity logs to check their activity history. See what the exact url is the form fill is logged on, what happened around the same time. If you don't see form fills run a test whether you can fill out the form yourself.

Katja_Keesom · ‎11-02-2022

That would be my route as well if pulling them with proper smart list criteria is not an option. Using smart list filters with the characteristics as was done outside Marketo to get to the 70.000 records in the first place would always be my first option as you said in your first response.

Katja_Keesom · ‎10-30-2022

That is of course unless there is a genuine reason why these people were excluded from syncing to Marketo. I hope there is good documentation around where you can see the logic behind design decisions like this. Similarly, there might be a process running in the background in Marketo managing the Marketing Suspended flag. I would certainly advise to do the research on why things were set up in this way before making fundamental changes like this.

Katja_Keesom · ‎10-30-2022

If you include two simple parameters in your url to your custom unsubscribe page, Marketo will still recognize it as an unsubscribe activity and recognize the click as an unsubscribe in your email performance reports. Simply add ? mkt_unsubscribe=1&mkt_tok=##MKT_TOK## to your url. In addition, there is an argument to be made for using a Marketo landing page for this purpose rather than a Wordpress one, as the form will (more easily) prepopulate with the user's current subscription settings and save them filling out stuff you already know.

Katja_Keesom · ‎10-30-2022

That is indeed true and also takes quite a bit of effort to warm that dedicated IP address up. If you don't have the volume or budget to look into dedicated IP, there is an intermediate solution you could discuss with Marketo Support, called Trusted IP. This is where you still share your IP address, but with a very limited and closely monitored group of Marketo customers and in my experience it does improve deliverability quite well.

Katja_Keesom · ‎10-30-2022

In general the answers provided are correct, with the caveat that in my experience, web page visits are stored in the activity log without the protocol at the start, so you should remove the https:// in your value to make it work. Tripped me up more than a few times before I understood the logic...

Katja_Keesom · ‎10-27-2022

That would certainly work. You can use the form fill trigger to call the webhook and map the response in the setup of your webhook.

Katja_Keesom · ‎10-27-2022

Worth mentioning: Marketo has recently added a feature where you can schedule the automatic deactivation of scheduled batch campaigns, triggers and landing pages. For any program with a known end date, it is very useful to set this proactively and help your housekeeping activities.

Katja_Keesom · ‎10-26-2022

Totally agree with you there. As for controlling when a lead syncs, you can of course define any kind of trigger. A lead score threshold being reached, a specific interaction or a revenue cycle stage being reached the most common ones.

Katja_Keesom · ‎10-25-2022

@Darshil_Shah1 already gave you a few good angles to try and find out what happened. If the email sends were from last February the Email Send and Email Delivered actvities would indeed already be removed. However, the Open Email activity is retained for 25 months. So if the email performance report shows any of the people who were sent this email have actually opened it you should be able to trace back who they were and have a look at what happened around that time. In my experience, blasts from the past like this can sometimes relate to people clicking in an old email in their inbox that triggers a next send. But with the email being as old as this, it is unlikely those triggers are still active. You are making a strong case for good archiving practices, making old content unavailable to avoid mistakes.

Katja_Keesom · ‎10-24-2022

It turns out program tokens can be in use in very strange ways, which makes it a necessity to have the "used by" functionality for program tokens. A use case I came across today: Original token is set up in a campaign folder. Someone erroneously made changes to the inherited token in a program that was stored inside that campaign folder. The program with the incorrectly overridden token was then cloned to an entirely different campaign folder. The cloned program retained its reference to the erroneously overridden token in the source program. Therefore, when we tried to remove the token this was not possible as it was still in use. We needed Marketo Support to trace where that was, because in the UI it was impossible to figure out. Although it can be argued that the link to the original overridden token should be broken in the cloning, providing visibility on where a program token is used prevents this confusion already quite well.

Katja_Keesom · ‎10-23-2022

If email 2b actually went to the intended 50% sample, I expect the other 50% actually are member of the smart campaign, otherwise the audience size doesn't make sense. I would also check in the audit trail whether the smart campaign was changed aound the time of sending and whether email 2a was actually approved at the time of sending. This is indeed very strange behaviour, so checking the obvious is necessary I'm afraid...

Katja_Keesom · ‎10-20-2022

In addition to the fact that anonymous visits are logged in Marketo, but not seen in the activity logs, there is a second reason. Any person that did not accept cookies will also not have their page visits tracked.

Katja_Keesom · ‎10-20-2022

As @SanfordWhiteman indicated, the key to finding out what happened here is to identify the API user associated with the call that generated the error. In Admin, you can trace back which integration and therefore which external app was the source. It is in that app that the detailed error response has been logged. That is the point of origin to understand what happened.

Katja_Keesom · ‎10-19-2022

In addition, the filter you added does not make any sense. Your trigger now fires if someone visits a web page containing demo and in the past 5 minutes they also visited any page that does not contain thank-you. There's a few reasons why this will not work: You are not looking to exclude people who visited any page not containing thank-you, but to specifically people NOT visiting a page containing thank-you. However, someone visiting the demo page and filling out the form will have both of these activities, so the exclusion would work counterproductive, even if you inserted it correctly. On top of that, the sequence is off. As the demo page is visited before the thank you page, the thank you page visit will not be logged when the trigger goes off. As @SanfordWhiteman says, the only really reliable way to do this is to make sure your naming of pages is sufficiently mutually exclusive to be very precise in your constraint. However, I do think there is a work around. If the url of both the demo page and thank you page is too similar to make your constraint work, you could restrict your smart campaign to run once every hour or so. If the person then visits the demo request, the trigger fires. On the subsequent form fill and viist to the thank you page, normally speaking the time lapse is within the 1 hour window and the trigger will not fire again. By no means absolutely foolproof, but will work in the majority of cases. But again, making sure you can be more explicit in your constraint is the only proper way to solve this.

Katja_Keesom · ‎10-09-2022

It's actually not entirely the same @Michael_Florin . I always select the program level as a filter, but when the report is in a subfolder it still does not update for a cloned program.

Katja_Keesom · ‎10-09-2022

That is something you have to figure out with your data. I would suggest to let the directory run for a while and analyze the data before making those decisions. I tend to suspend all categories, but lift the cat3 soft bounces after a while for a second chance. If it then bounces again straight away it stays suspended.

Katja_Keesom · ‎10-06-2022

I actually use it both for creating insights (you can see the details of the bounce profile for every person, so you can drill down much easier on what the most common problems are) and to manage the Marketing Suspended flag. Any person bouncing too many times gets set to Marketing Suspended and a reason is stamped. If a successful delvery is detected the suspension is lifted.

Katja_Keesom · ‎10-06-2022

I would actually not request the campaign, I would make it an executable campaign, where you can make use of the tokens of the original campaign to make sure the correct message goes out. Less burden on the platform as well.

Katja_Keesom · ‎10-05-2022

I was thinking along the same lines. You could go down the route of specific emails being sent depending on the value in the field, but I would also suggest exploring putting the content of the alert in a program token in each campaign, with the alert being a standard one in the send alert program, pulling the token value from the parent program.

Katja_Keesom · ‎10-05-2022

Technically, it's not a new lead. It remains the same person record. When talking about CRM approach, I would actually suggest to create a new task rather than a new lead. Of course that also depends on how your CRM is set up and what the preference of the Sales organization is.

Katja_Keesom · ‎10-05-2022

Any reports that are set up within a program of course are meant to report on that program specifically. When cloning a program, reports that are set up directly under the program itself are updated automatically. However, when you apply some housekeeping on more complex programs and put reports into a subfolder, the updating of this reference to the cloned program no longer happens. It would save a lot of manual work if this would also be updated automatically.

Katja_Keesom · ‎10-05-2022

True enough, well caught. And at that level they are called simply folders again instead of Campaign folders. So indeed Campaign folders can have tokens. No idea btw why we can't set up tokens at the workspace level...

Katja_Keesom · ‎10-04-2022

Anyone else find it strange that when you select specific folders to include in a report the old program icons are still used?

Katja_Keesom · ‎10-04-2022

There is no real difference. In your Marketing Activities tab it is called a Campaign folder, in all other tabs simply a folder. The only difference I am aware of is that you cannot have two campaign folders with exactly the same name.

Katja_Keesom · ‎10-02-2022

Sanford is absolutely right and this is a topic that is really difficult to fix. The only way to bring the information together properly is to merge the records.

Katja_Keesom · ‎10-02-2022

From the whole conversation I would suggest you do a little deeper research on how query strings, query parameters and related topics actually work. I find this a pretty comprehensive explanation: https://measureschool.com/how-to-use-query-strings/ From there, decide what the relevant information is you want to capture in Marketo and set those parameters (or keys are they are referenced in the article) up as fields in Marketo. If you want to capture the referrer in a field, I would actually do this in a different way, but on the form you do as you showed in your screenshot, but only putting the parameter / key in as Sanford said.

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