Katja_Keesom

Katja_Keesom

To be specific: Currently you can only filter on "program member data was changed", but it would be great if we could filter on the actual current value in a PMCF field and also use this value in flow step choices.

Katja_Keesom

People Reports with custom columns are so powerful and so underused, great suggestion!

Katja_Keesom

This actually relates to @Amy_Goldfine 's question. I would always suggest to put the emails you use in an engagement program into their own Default program, as the Engagement Program will recognize program membership and automatically skip a program in a stream if the person is already member of that program. It still means that in your instance migration you would manually need to restore program memberships (although there are ways to do that via the API if you have a team that are skilled in using this method), as the database is not migrated across in the instance copy.

Katja_Keesom

Segmentations are powerful tools indeed. Great little tip to sequentially number them. Do make sure however to prioritize the segmentations you need, as there can ever only be 20 active within the same instance at any one time.

Katja_Keesom

Hi Sara, The first question is whether the people have become member of your engagement program. You can either check the results of your smart campaign or check the members tab of the program for that. If they are member, but they are paused, they will simply not receive any emails. The cadence has one of two values, Normal or Paused. If you have a second smart campaign setting their cadence to Paused, having added them to your program will have no effect at all. But I do believe that @Jo_Pitts1 is on to something. His suggestion of setting up a separate smart list and adding your criteria one by one and checking the audience for every step will help you narrow down the logic of how to combine your filters.

Katja_Keesom

Jo covered most of the questions your screen shots raised with me as well. Some other checks you can do: Are the people actually member of your EP? If so, what is their cadence? It is possible that there is another smart campaign somewhere pausing them, which would make that they are actually in your program, but still not receiving anything.

Katja_Keesom

Depending on whether you can actually develop relevant content for each topic in the preference centre for each persona / buying stage you could also consider making your emails dynamic. That would mean setting up a segmenation to prioritize the preference topics and creating the content with the matrix in mind. That would save you from building out too many different streams to cater for all potential combinations. Again, it depends on the content you have available and whether you can map that to all cells in your topic / persona matrix.

Katja_Keesom

I believe you will only get a summary per sub-topic on how you scored, but they don't provide feedback on the individual questions. For the 554 exam, there is a full-blown practice exam where you will get question-level feedback.

Katja_Keesom

The set up of the MSD native sync differs from the SFDC one in a few important ways. One of them is that you first execute your initial sync with the standard objects only and after that sync is done, you can configure the custom entities you want to sync. One really annoying consequence of this sequence is that there is no "initial sync" for the association of your leads/contacts/accounts with these custom entities. Only if there is a change to the custom entity for a person or account is that link set correctly. As this starts you off on an incomplete representation of your CRM database, it would be great if this could be fixed soon.

Katja_Keesom

For some reason, I cannot seem to reset the smart campaign limit for an individual batch campaign back to the Default (admin) value once I have set it to a custom value at the smart campaign level. With needs for recurring smart campaigns changing over time as an instance develops, it would be great to be able to revert to Default.

Katja_Keesom

In addition to Sandford's question, I would recommend specifying the fields you want to retrieve on your Companies query call by simply adding &fields=company,annualRevenue (as example fields).

Katja_Keesom

That should work without any disruption. If you'd rather send the email properly, you can always create a small smart campaign to do so, which would also not interfere with your EP (it would with your email reporting though).

Katja_Keesom

Are you using the new_synctomkto flag on any of the objects in Dynamics? In that case, make sure that on the Dynamics side this field on the Lead object is correctly mapped to the Contact object field.

Katja_Keesom · ‎09-02-2021

I have found this a very useful basis for setting up a proper bounce management process: https://nation.marketo.com/t5/knowledgebase/maintaining-a-directory-of-leads-bouncing-emails/ta-p/300838 It really brings all the relevant information to the surface and makes it actionable.

Katja_Keesom · ‎08-29-2021

Not necessarrily. Building further onto @SanfordWhiteman 's comments, the value is most likely stored in the database in a standardized time zone. If you want it displayed in a different time zone, you can update your script to specify the output time zone.

Katja_Keesom · ‎08-25-2021

You can avoid negative scores by resetting your demographic score value to 0 rather than subtracting points. Your 50 starting point sounds rather arbitrary. If you simply say if sales disqualify a lead their demographic score is defined as =0 (rather than -30) I think you would have a far more steady situation that reflects reality.

Katja_Keesom · ‎08-25-2021

Hmm, that is indeed trickier. In any case I would recommend putting emails in a content program for better control over who receives which communication when and keeping track of whether someone has already consumed the content through other routes.

Katja_Keesom · ‎08-24-2021

Important question: Are you using emails in your engagement programs directly, or content programs? In the latter case the answer is easy: You set it up at the level of the smart campaign in the content program.

Katja_Keesom · ‎08-24-2021

Both exams will currently actually renew your credentials. Although the approach in the new exam is slightly different, I have seen positive comments from people who have taken it.

Katja_Keesom · ‎08-23-2021

To give you a proper answer we do indeed need some more context on your use case. To get you started, I wrote a blog about the topic a while ago: https://nation.marketo.com/t5/product-blogs/why-email-duplicates-matter/ba-p/309068

Katja_Keesom · ‎08-23-2021

Unfortunately @SanfordWhiteman is right. Especially Outlook does entirely its own thing when forwarding an email. I have seen hidden variables reappear but many other changes too.

Katja_Keesom · ‎08-19-2021

Eperiencing the same currently and it seems to be down to a rights issue on the Dynamics user that converts the lead. If you find a solution, please post it back in this thread and I will do the same.

Katja_Keesom · ‎08-18-2021

Hi Floyd, The situation I am working with is where Person Partition is set as secondary dupe key for some of the source types. That means that if I have a person with emailA@mail.com in partition A and I have a record with emailA@mail.com in a csv file that I am uploading into a list in partition B, it wil create that as a new record, as the combination of emailA@mail.com / partition B does not exist yet. That is of course assuming that List Upload is one of the source types where this extra dupe key is set up. Hope this helps. Kind regards, Katja

Katja_Keesom · ‎08-18-2021

That is exactly what you cannot do (add the partition id to the csv when uploading the list), as the Person Partition will not be available as a field to map to. Luckily, if you create your static list in the partition where you want the leads, that is where they will end up, assuming you have enabled the additional dupe key.

Katja_Keesom · ‎08-18-2021

Hi Adam, Yes there is. You can stamp those fields with a smart campaign when you reassign them back to the correct program status. Kind regards, Katja

Katja_Keesom · ‎08-17-2021

Oof, always tricky these... For me I'd choose between all or nothing (also depending on the amount of programs you would need to transform of course). All would be for each program to create static lists capturing all people with the same program status. Then remove program status from all your smart campaigns which means you can change the channel. Then update your smart campaigns to reflect the new program statuses and based on static list membership reassign your audience to the correct statuses. And of course update your program name to the new naming convention. Nothing would be to create new programs with the new structure and deactivate the old ones. Leave them as they are.

Katja_Keesom · ‎08-17-2021

Technically, that's not entirely correct. Out of the box you are correct, but you could ask Marketo to set up a secondary dupe key, allowing just for that scenario. I do agree however that you would need to carefully review whether allowing for these duplications is indeed the best solution, as it introduces a lot of complexity as well. In general I would not recommend implementing a secondary dupe key, but I have seen use cases where it was the best solution.

Katja_Keesom · ‎08-15-2021

As Beth mentioned, a lot depends on the smart list criteria you used. Not sure to what extent we'll be able to help you trouble shoot that, but if you post a screen shot of your smart list criteria we may be able to help you find the reason.

Katja_Keesom · ‎08-15-2021

In addition to the suggestions from the Beth and Philip, here's another basic check. Did you actually activate your engagement program? In the Setup tab of your engagement program there's a setting called Program Status. If that is set to Off, nothing will happen.

Katja_Keesom · ‎08-09-2021

Currently there are two versions of MCE being offered and you can choose which one to take. Did you take the old one https://spark.adobe.com/page/5mFIv2owp7cgi/ or the new one https://spark.adobe.com/page/MhtxDQkUfbjQI/?

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