Geoff_Krajeski1

Geoff_Krajeski1 · ‎02-11-2020

You may also wish to check the sync backlog: https://nation.marketo.com/t5/Product-Discussions/How-can-I-monitor-sync-backlog-between-Marketo-and-SFDC/td-p/50569 https://app-XX##.marketo.com/supportTools/sfdcSyncStats Replace the app-XX## with whatever your instance's pod subdomain is (when you log into your Marketo instance, it's the first part of the URL in your browser) Happy querying

Geoff_Krajeski1 · ‎02-04-2020

@SanfordWhiteman I'm hoping you can help address an issue I am seeing when using the Override Field Order method you outlined here: https://codepen.io/figureone/pen/ZoVeRy When I set this up for my fields, the form works great except when it is prepopulated. Have you seen this or addressed it previously? It appears that when prefill occurs that the identifier for my rich text field I am trying to force below the submit button does not appear in the DOM. This is my order array: var fieldOrder = [ submitButtonRow, "HtmlText_2020-01-03T18" // richtext ];

Geoff_Krajeski1 · ‎05-03-2019

Let's breathe some new life into this post! If there were to be an exclude option on campaigns, as there is an include filter, it would make life so much simpler for those using this amazing tool (RTP / Web personalization). The exclusion filter on the segments is not flawless. It is not intuitive as in excluding these pages from being presented at the campaign level. If we were to include exclusion filter(s) at the campaign level it would be a simple, but HUGE improvement!

Geoff_Krajeski1 · ‎03-19-2019

Great to see! Keep it coming...

Geoff_Krajeski1 · ‎03-19-2019

Looking forward to hearing more!

Geoff_Krajeski1 · ‎03-19-2019

Well done!

Geoff_Krajeski1 · ‎03-15-2019

Scenario: Our ecommerce checkout flow adds people directly into SFDC. They have already been to the site and have an anonymous record and are cookied through Marketo. Desired outcome: We need to tie the SFDC newly created lead to the existing anonymous Marketo record. I think Sanford Whiteman may have the method above. Talking with my dev. team to help implement.

Geoff_Krajeski1 · ‎03-14-2019

Sanford Whiteman so if I have a Munchkin cookie of " id:123-ABC-789& token:_mch-americordblood.com-1549563917278-70845", what would be the best way to read the munchkin cookie value? Is this where the REST API or javascript or blank form comes into play?

Geoff_Krajeski1 · ‎03-13-2019

How best would one recommend that a record that has activity via munchkin, but was first known/created in SFDC, to associate the records? Is there any way aside from a mk_tok email string or form fill otherwise? Would an API call upon submission be needed to accomplish this or might there be another way?

Geoff_Krajeski1 · ‎03-13-2019

Also:

Geoff_Krajeski1 · ‎03-13-2019

When targeting people, it would be optimal if you need a range 3 months out to 6 months out to include an "in future before" option. This would allow, in my example, a targeted 2nd trimester of pregnancy list to easily be created vs. having to set a hard end date with just "before" since formulaic fields in SFDC do not force an update to Marketo due to no timestamp update on the record.

Geoff_Krajeski1 · ‎03-01-2019

SMH!! The example provided did not have the opportunity synced to Marketo with the information. Just pulled another that was fresh and was synced and it all works. Thanks all.

Geoff_Krajeski1 · ‎03-01-2019

My opportunity info is not pulling in the values as I expected from all the documentation I read. Perhaps Sanford Whiteman or Courtney Grimes or anyone else might have an idea why the data is not coming into my email template render? The main ones I am looking for are the two above the horizontal rule, but as you can see with my test email script token, I'm getting nothing.

Geoff_Krajeski1 · ‎12-14-2018

And so the student becomes the master! Way to go Chelsea Kiko !!

Geoff_Krajeski1 · ‎12-14-2018

TLDR, but there is also a certification MUG in the Community you can check out here: Certification Study Group

Geoff_Krajeski1 · ‎10-10-2018

Latest update from Support: " I just received an update from our Engineering Team, the new Gmail plugin (version 0.1.29) will be released as a patch once approved. The current timeline for this release is this Tuesday (10/16). "

Geoff_Krajeski1 · ‎10-03-2018

It appears that the new rollout of Gmail has killed the MSI for Chrome/Gmail plugin. The compose window no longer has the Marketo option for tracking or template use. Just alerting the community and letting you know that according to Marketo Support, it "is an issue the Engineering Team is aware of and is currently developing a patch for. The patch is under the peer review process right now, and [they] will be reaching out for an update shortly."

Geoff_Krajeski1 · ‎09-21-2018

Furthermore, it would be silly to need to add a [non]interesting moment that someone has reached the communications limit to alert the sales team to NOT email the person with this tool, but this seems to be the only option right now!

Geoff_Krajeski1 · ‎09-21-2018

Further update: The third email in the day (1 beyond our comms limit) was sent via the Marketo MSI templated email option via SFDC. It is evident that the communication limit IS NOT obeyed when using the MSI plugins either in SFDC or the email plugins for Outlook and Gmail . Anyone reading this, please vote for this idea: Mike Reynolds Steven Vanderberg Kiersti Esparza Roxann McGlumphy Kenneth Law : Could we PLEASE get some definitive documentation on this? Or perhaps we can get an explanation as to why this is allowed? I suppose that the ability to track sales emails that are not marketing related is the possible intent behind allowing this to happen, which would make sense. However, can we suggest a way to disallow sending of templated emails for MSI that should not be allowed to exceed communication limits? I do not understand why we have the ability to configure MSI to respect Unsubscribe Settings but not Communication Limits!

Geoff_Krajeski1 · ‎09-21-2018

As discussed in this post, MSI enabled emails sent through the email plugins (Outlook and Gmail) as well as through Salesforce do not respect the Communication Limits put in place by Marketo. I suggest a way to disallow sending of templated emails for MSI that should not be allowed to exceed communication limits. I do not understand why we have the ability to configure MSI to respect Unsubscribe Settings but not Communication Limits! There may be a case where the user could willfully override communication limits with a checkbox acknowledgment to send a Sales Email, but this should not be allowed by default!

Geoff_Krajeski1 · ‎09-20-2018

All of the topics this go around are great! Especially love the kickoff of the Champion Tips & Tricks Series, and to see my friend and fellow Champion, Juli James, featured. Can't wait to hear more about the #Fearless50 roadshow and when it's coming to a place near me. Updates on anything related to the just-announced acquisition by Adobe would be a great addition to the next edition. I'm sure that #nymug and #hvmug would both love to hear more as well.

Geoff_Krajeski1 · ‎09-13-2018

I just had an MSI email go through NOT obeying the comms limit

Geoff_Krajeski1 · ‎09-11-2018

Sage advice!

Geoff_Krajeski1 · ‎09-11-2018

Hoping to make headway to engage in the next few quarters.

Geoff_Krajeski1 · ‎09-11-2018

Great highlight! Would love to hear more on the grading/scoring process you utilized.

Geoff_Krajeski1 · ‎08-21-2018

Under admin > field management you can check for "Field used by" on a field-by-field basis, but again to Sanford Whiteman's point, more clarity is needed with the question.

Geoff_Krajeski1 · ‎08-21-2018

I would think that on-create you could do something with the lead ID on the record perhaps. Though, I am not sure how random that is within Marketo or if it is more of a running incremented number. It would certainly require some POC and testing.

Geoff_Krajeski1 · ‎08-21-2018

Whichever record was last updated is the one that will "win". To prevent this from being able to be updated you can set up field blocks under the admin section for the particular sources you wish to not allow updates to occur from. Once a value is set, it will not be updated by any of the checked options here.

Geoff_Krajeski1 · ‎08-18-2018

In addition to this, there are many tools that can help to deduplicate records. I would concur that your best efforts to dedupe before setting up the sync is the way to go. After that, you may look at options such as Easy Merge (a Marketo offered option) or other tools which can be set up to run nightly or on-demand.

Geoff_Krajeski1 · ‎08-15-2018

Please join Kevin Weisenberger and me as we kick off the Healthcare Virtual MUG in September! Join us using the event link here: https://nation.marketo.com/events/2557-healthcare-mug-meeting-920 and be sure to share with others who could benefit. Suggestions and recommendations for what you as a community would like to see are always welcomed. Also, if you would like to be an upcoming speaker let us know. We will try to keep a quarterly or bi-monthly cadence.

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