Kenneth_Elking1

Hey Josh, Here's the snippet I use: <script> MktoForms2.whenReady(function (form){ form.onSubmit(function (){ window.open('', 'myWindow'); }); form.onSuccess(function (values, url){ window.open(url, 'myWindow'); return false; }); }); </script> ... View more

Hi Jennifer, The Gmail plugin sends out of gmail itself and isn't processed by Marketo during the send.  This means that Lead tokens will not be populated, so you need to set lead information manually when sending out of the plugin. ... View more

Hi Katie, Acquired by is populated based on the Marketo landing page and not based on the form.  If this is on an external page, you'll need to set up a trigger campaign to set acquisition program. ... View more

Hey Elihn, You'd want to add a tag like this to the <header> of your page.  You can do this by editing the landing page choosing Actions and Edit Meta Tags: '<meta name="ROBOTS" name="NOINDEX, NOFOLLOW">' This will prevent it from being indexed by most search engines.  You can also change these settings with Google Webmaster tools, and its equivalents in Bing, Yahoo...etc. ... View more

Hey Scott, Inside of that flow step, 'Member of Program' refers to 'Member of THIS Program' and Program Status can be thought of as Status in THIS Program.  It is not possible for leads/contacts to move backwards in progression status, however, so you don't need to be concerned with that. ... View more

Hey Lalida, Acquisition date refers to do day that the lead was acquired in the broadest context.  This could correspond to a face to face conversation, or when someone signed up for a mailing list at a tradeshow, which is why it is editable.  This is normally assigned when a lead is added to their Acquisition Program, but can be altered later.  Updated At is a system managed field which shows the timestamp for the most recent activity that ocurred on the lead record. ... View more

Hey Keith, If all of the Change Owner activities came from the same source, you can pick one of the leads, and then go into its activity log and and the campaign which initiated it will be in a right hand column called campaign this.  This will link to it and you can see why it was changed. To remediate the Owner Change, you need a list of the previous owners.  You'll need to create a smart campaign for each one with a smart list that says "Owner Was Change, Pevious Owner Was [Owner Name], Date of Activity between [timeframe]"  You may also wish to designate New Owner, if these changes were all made to a single owner. Once you have this, you'll want a Change Owner Flow step to the previous owner.  This will need to be repeated for each owner from which leads were removed. Hope this helps you out. ... View more

Hey Ari, For users higher in a sharing hierarchy, the "My Team's Best Bets" view will give visible to leads owned by those who are underneath them in the hierarchy.  This may be useful for you. ... View more

Hey Michelle, To do this, you'll need to set up a custom field in your CRM that is populated with the Opportunity Owner's email.  Since contacts can have multiple Oppty's you would probably need to have this populate based on the date of the Most Recent Oppty.  This would then sync down to Marketo on the contact, and you can use this field as a token in the "To Other Emails" field of the Send Alert flow step. ... View more

That third filter should say "Not Clicked Link in Email."  After making that swap, all you should need is to make sure that your filter logic is set to "Use ALL filters" and then you should be good to go. ... View more

You should additionally include a "Not Clicked Email" filter.  Opens are only logged if a user downloads images included in the email, but if a lead clicks a link in an email, then they must have implicitly opened the email, regardless of whether they downloaded images from it. ... View more

Hey Ben, One common practice in this particular case it to make your Change Program Status> Sent flow step conditional.  To do this you use the Add Choice option on the flow step to have the "If Was Sent Email is [Your Email] Change Program Status > Sent" and then have the default choice be do nothing.  This will ensure that any leads that were not actually sent the email do not have their status changed. ... View more

Since this method has become quite a bit more popular, I just wanted to add a little extra information to the method that Jep provided.  There are three required parameters in the POST made to the Marketo Leadcapture URL.  These are case sensitive: 'formid' the ID of the form you want to appear in the activity log, 'returnLPId' should equal -1, and 'munchkinId' which is your Munchkin ID. ... View more

Other than duplicate records, the most common reason for a lead that is unsubscribed to continue receiving emails is that they either have an alternate email address stored as a lead in your account, or an address that is an alias for that email address.  Sometimes a lead will receive an email via one email address, and mistakenly enter another email address in the unsubscribe form.  In the case of an email alias, the lead will receive the email to their primary inbox, but will not realize it went to the alias, and fail to unsubscribe that alias. ... View more

Hey Ross, You can use a "Lead is Created, Source is Web Service API" with a "Data Value Changes, Source is Web Service API."  This would pick up both newly created and existing leads.  To make sure the DVC always triggers, you should use a dummy field that you fill with the syncLead call, and empty with a Change Data Value in the campaign.   You could also optionally use a requestCampaign call after the syncLead call, but you introduce a little more overhead that way. ... View more

Hey Zach, "Spam Complain to ISP" will only show for spam complaints coming from mail providers which have Feedback Loop agreements with Marketo which you can find here: https://community.marketo.com/MarketoArticle?id=kA050000000L3FMCA0 If you don't have any leads with that unsubscribe cause, then none of your leads have been unsubscribed for this reason.  The best course of action if you're having a high number of emails in spam folders is likely to just review your sending practices and word choice.  Many popular email providers now use recipient engagement, as in clicks and opens, as a metric for determining spam, so refining your smart lists against email activity may be something to consider as well. ... View more

Hey Matt, 1. You can use custom Javascript to prevent the user from advancing to the next page and submitting the form without filling out all fields, however this will still create a lead record if they do not fill out all of the fields.  If you wanted you could create a data cleanup smart campaign to delete leads that came from that set of forms if they did not fill out their information completely. 2. This is beyond Marketo's scope, and is something to interface with your website team on,  they should be able to create this functionality for you. 3.  Yes and No, it depends entirely on what you want to accomplish here.  Without knowing more about what exactly you want to accomplish, I can't make a good reccomendation. ... View more

Updating the template won't break any associated campaigns or metrics, as long as the content that you're tracking remains available there.  Just make sure when you do update that template that you preview your drafts and don't break any of your styling, but other than that you're perfectly safe updating the templates and pushing those changes out to existing landing pages. ... View more

Hey Tal, When you update a template and approve it, any pages already using that template will get unapproved drafts attached to them.  The live approved versions of the landing pages will not update to the new template until those drafts are approved.  However, I do not reccomend editing a template that is currently in use if you don't want to update those pages to the new template.  This can cause confusion in the approval process, and requires any subsequent changes to landing pages using that template to either adopt the new version, or unlink from that template by editing the HTML of those pages individually.  I suggest instead, cloning the template that you want to update, and building the new landing pages on top of that template.  This will avoid any confusion in the approval process, and save you countless headaches if you want to update the old style landing pages without updating the styling. ... View more

Hey Jennifer, Outlines of "Traffic Cop" and "Gatekeeper" types of smart campaigns can be found in this webinar.  You can also see some people presenting on applied versions of them in this one. ... View more

Hey Hannah, So if I understand you correctly, you want a single email to go out for which a "Campaign is requested,"  and for Members of a certain smart list.  To accomplish this you will need to have two separate smart campaigns, because one is Triggered, and the other one needs to be a Batch Campaign.  So you will have two separate campaigns, one triggered with the "Campaign is requested" trigger, and another batch campaign with the "Member of Smart List" filter.  In order to avoid members of the campaigns from overlapping and receiving deuplicate emails, you will want to add a "Was not sent email" filter with the paramater "Is - 'My Email.'"  Depending on the type of email program that you're running you may want to set up the batch campaign to be recurring, but that's a decision dependent on your marketing strategies. I hope that answers your question. ... View more

Hey Janine, Marketo will not actually allow you to delete an asset that is currently being used or referenced by another asset or Smart Campaign.  In order to delete the email(if that's what you really want to do), you must first remove it from all flow steps, triggers, and filters that it is associated with. The first step in ensuring that your leads don't receive that email is removing it from the flow steps associated with it, and then if you want to delete or unapprove that particular email, to remove it from any filters or trigger that reference it.  Hope that helps you out. ... View more

"(Not) Activity was Updated" will trigger when an attribute of a task or event is changed in Salesforce.  For example: If you change the status of a task from "Not Started" to "In Progress" this will be seen by the "Updated" filter, but the creation or assignment of a new task will not. ... View more

Are you using a different merge lead function than the standard one in Marketo?  The manual merge lead functionality in the lead database allows you to select the preferred Lead Score of the leads that you're merging without summing them.  Could you clarify how you're going about merging leads, Amber? ... View more

The token that Josh suggested will work for emails if you use the "Send Alert" flow step as will any lead tokens that you use.  To have this trigger for multiple forms, just set up your smart campaign so that any forms that you want to trigger an email alert have their own triggers in your smart list.  That way you'll get an alert from one smart campaign for any forms you select. ... View more