Sam_Graim

Sam_Graim · ‎03-31-2020

POWW! ZIFF! ZAPP! @Phillip_Wild, that does make sense in a weird Marketo sort of way. Thanks for taking the time to investigate further. Until next time Fallout Boy, Radioactive Sam

Sam_Graim · ‎03-30-2020

I'm basing a program on this imported template: BP-NUR Advanced Drip Nurture v3 Inside each of the nested programs is a smart campaign called "00 - Skip Email", which I'm guessing is a way to prevent users who have already downloaded that content from receiving an email about said content and move them on to the next cast: However, the only action in the flow is to Change Program Status to "Nurture Email > Skip": I don't see this referenced anywhere in the actual "01 - Send Email" criteria or in the flow to prevent people with this status from being sent the email: Am I correct in assuming that this initial program that simply changes the status is as useless as Radioctive Man's goggles without any filter in the flow or smart list in the actual send program? Thanks in advance for any advice. -Sam

Sam_Graim · ‎03-30-2020

@SanfordWhiteman, so the Account Contact Relationship object exists in Salesforce by default, but Marketo doesn't support the object with the basic Salesforce integration, hence each contact is only tied to 1 account. The Salesforce object is pretty basic (which I'm sure you're familiar with), basically a lookup based on ContactId and AccountId, along with a few other fields. My assumption is that if you replicate that functionality in Marketo, the only thing you're going to be able to see are the field directly on that object, correct? Whereas in Salesforce the lookup to the Account allows you to filter based on the account behind the lookup. Sorry, I'm just not seeing a clear direction to go with this.

Sam_Graim · ‎03-27-2020

Hey Everyone, I'm looking into junction tables and custom objects to relate contacts to multiple accounts in Marketo. I've found a few posts around the community (thanks @Grégoire_Miche2 and @SanfordWhiteman), but want to ask a few clarifying questions. It looks like Marketo stores all account records in the database, even if no leads/contacts are associated to that account. I pulled a report in Salesforce of accounts without contacts AND without related contacts. I am able to see those company names in smart lists pre-population when I try to filter for them, it's just the list returns no records in Marketo (since no people records are tied to them). Does this mean that the account table, even for accounts without contacts or related contacts is already built? Including all of the fields on that record in Salesforce? If the answer to 1 is "yes", then wouldn't it mean I just need a junction table that ties Salesforce ContactId and AccountId to add the relationship? Would that allow me to then segment contacts based on those account relationships based on all the data Marketo has on each account record? If the answer to 1 or 2 is "no", do I then need to create a junction object and a related accounts custom object with all of the fields I need (probably don't need every field from SFDC)? Or would it be best to just use a single custom object and skip the many-to-many concept in Marketo? Thanks in advance for any advice. -Sam

Sam_Graim · ‎02-26-2020

@Jay_Jiang I think Phillip's solution below solves the problem without using the API. My thought process around using the API was to create few smart campaigns to essentially manage a static list and then pull the static list prior to each send with some logic to send vs not send based on the list count at that point in time. Which I think would work, but I might as well just use the built-in feature.

Sam_Graim · ‎02-26-2020

@Phillip_Wild, thank you, I felt like I remembered something like this but have been working in other platforms for a while and couldn't be sure I wasn't making it up! Essentially what I can do is set a higher limit, say 10,000 and then go into that individual campaign where we want the limit to be lower and override the limit there, correct? Like this: Will this apply each time a recurrence runs? I'm assuming so, but don't see it documented.

Sam_Graim · ‎02-25-2020

Hey, Does anyone know if it's possible to prevent a scheduled send to go out based on the calculated list size? For example, my company sends an operational email that typically goes to under 1,000 email addresses on average. This communication is pretty sensitive so for now we send it manually each time and check the number of qualifying contacts. I'm looking to automate it, but want to prevent it from going out if it is going to send to more than X number of people. Any recommendations on doing this? I'm sure I could do it via the api by first pulling the list and checking the size and then triggering the campaign, but is there a way to do it within Marketo? Thanks, Sam

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Date Registered	‎12-04-2019 11:19 AM
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