Katja_Keesom
Level 2
Oosterhout
Sr. MarTech Consultant
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6m ago
Good to see you also highlighted the benefits of segmentation for smart list purposes. Dynamic content is often used as a main benefit, but especially the emailability segmentation you refer to is a strong use case in my eyes.
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yesterday
Clever combination of features for instances with workspaces and partitions enabled.
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yesterday
Hi Rohit,
You clone to:
- A different workspace
- A campaign folder (so not a program)
- Specify the destination folder (which is not part of a program in the destination workspace)
- Give your cloned program a name
So you do not select an existing program to add your folder to, but give the copy of your program to clone a new destination name.
Hope this helps.
Kind regards,
Katja
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yesterday
If the total of the two smart lists is higher than your email performance report I would assume you have people who have actually done both and would therefore occur in both smart lists. You can actually do a quick check on that with a third smart list looking for people who are a member of both.
Can you let us know which of the two numbers is the higher (email performance or two smart lists combined)?
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Monday
Ah, that might be the issue. You can not always add a program within a program. Have you tried cloning / moving it to a folder that is not part of another program?
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Monday
Sounds like the right direction for solving the issue.
In addition, you could consider setting up a program specific field with a concatenated value for all of the different video links clicked. How to set this up depends on how you set up the rest of the process, but the idea is that every time the person clicks through to one of the video pages / clicks on the actual videos you add a value to this history field in addition to what was already present in the field. That way the one single field will give you a good insight into the journey of that person.
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Sunday
Hi Anil,
I work with multiple clients in multiple instances as well and have come across this frustration more than once too. At the moment there is no way to treat user rights for these programs any different than other programs, but the ability to flag a program as a template and manage these privileges separately in the role set up does make sense.
For some reason I think I have seen an idea registered along the same lines recently, but I think that is where this topic should be listed indeed.
Kind regards, Katja
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Sunday
Hi Sara,
If you look in the activity's details by clicking on the Activity Id hyperlink, you will see the four digit program id where the data value change was made.
It is unfortunate that this field is not included in the activity log extract, so you would still need to look it up for the individual activity. If they could ensure that the extract has the program id I think that would help a lot.
Cheers,
Katja
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Thursday
1 Like
Hi Olya,
A broad topic, but also a hot one. In my experience the key question is always "WIIFM", so what will it bring your stakeholder? Looking at the different roles and really taking on board their perspective point out the real benefits. Depending on how you use Marketo that can of course be several things, like higher quality leads (so more easily meeting their targets), less bad lead (so less boring calls and admin), better insights into what is important to their lead (so better call quality and higher chance of conversion). For higher management it could have elements like better insights into successful campaigns and how they contribute to the bottom line, better budget control, etc.
Also important is how the feedback of your audience is important to drive success. Actively asking for feedback on campaigns and together drafting a seemless journey for the customer is a great success driver and an introduction session like this is a good chance to actively seek their engagement.
Hope this helps!
Katja
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a week ago
Hi Sanford,
I stand corrected. Thanks for the elaboration!
Kind regards,
Katja
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a week ago
Have you considered using different tags in the registration page url for the different sources? You could use this and store the tag in a program specific field.
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a week ago
1 Like
Totally agree.
In addition, the nested Default program you have for sending out the original email can also contain a separate smart campaign sending it again under certain filter conditions after a set period of time. This will however not be counted as an Engagement Program cast, so they might be receiving other content from that flow more or less at the same time.
The main question remains why you would want to send the same email again, for all the reasons mentioned.
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a week ago
In addition to Sanford's comments there is a plethora of reasons why you would not want to do this. Yes, it it technically possible to save a Marketo email from your own Outlook inbox as an oft file and have another person use that. However, Outlook templating structures and Marketo's are definitely not the same and there are likely to be all sorts of display issues that will arise from the difference. In addition it is indeed virtually impossible to track the email interactions against the correct person in your database as Sanford explained.
If the need to enable non-Marketo users to send emails is a structural one I would recommend deploying a tool like Marketo Sales Insight or the OneMedia tool OneInsight to provide users the option to send Marketo emails directly from the platform itself in a personalized way. This allows the user control of who to send the email to at the right time ánd it will provide the full tracking visibility and email design integrity you need.
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a week ago
2 Likes
Hi Sheela,
The Marketo Engagement Program is actually designed to avoid that exact scenario. The Engagement Program will remember it already sent the person to that program and will not do so again. Even if a person was made member of your content program through other means than the Engagement Program this will be recognized and the content will not be served a second time.
Kind regards,
Katja
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a week ago
1 Like
Hi Abhinav,
As far as I can see this will update the Lead source field, but not the activitiy log. The person creation activity will still have a source type related to the API integration and there will be no backdated activity "Fills out FB Lead form" on this person's log.
So it still depends on how the smart campaigns giving follow up to these people have their smart list configured to see whether these people are correctly processed.
I would indeed ensure these people get a recognizable Lead Source and update the smart lists for processing to include this group of added people correctly.
Cheers,
Katja
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a week ago
If you use a mirror opt-in field storing a "copy" of the original opt-in you can make that work with field visibility rules.
Of course, having as a standard feature would be nice, but it is not all that difficult to set up with existing functionality.
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a week ago
Oh wow Charlotte,
That depends so much on what you already have set up so far, which fields you need to manage, etc.
The one thing that will bring some structure into the process based on my experience is to focus on the different scenarios you have for changes to a person's preference entering Marketo. For each scenario, review each field that is involved in your preference management and decide what needs to be done with that field for the specific scenario. Some options:
- The field is changed in Marketo as input for your scenario, so you do not need to change it with your smart campaign.
- As a result of a change in input your field needs to be updated as well.
- For the specific scenario nothing needs to be changed for the field.
A simple excel matrix to map this can clarify things tremendously.
If you have an overview like this, you can create a smart campaign per scenario to handle the required updates.
For a simple opt-in / unsubscribe model this will be pretty simple, but if you add partial opt-ins, mirror opt-ins, single vs double opt-ins or winback scenarios it could get complicated quickly.
Kind regards,
Katja
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a week ago
Hi Jo,
The source values for the Person Creation activity are automatically allocated by Marketo, so I do not know of a way to "trick" this to show something different from your actual upload method. The same applies to the activity of filling out a FB lead form that will not be there on the activity log.
Whether there is a solution really depends on the filter criteria for your follow up processes. Of course the values of fields like Lead Source, Acquisition Program and even utm parameters if you have these set up can be adjusted using smart campaigns. So it all depends on what information you are looking to manipulate to include these people in your follow up.
Kind regards,
Katja
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03-09-2020
11:56 PM
Hi Lisa, I always set up my engagement programs with each piece of content in its own default program. Within that content program, membership is managed at the level of member, clicked, converted or something along those lines. With this structure in place, you can send your alert triggering off the second program status change to clicked, ensuring that your second click is in a different email than the first.
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| Date Registered | 09-19-2019 01:53 AM |
| Date Last Visited | 6m ago |
| Total Messages Posted | 20 |
| Likes Received | 5 |
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