Hello We want to have the list of all contacts that are attached to an account with a specific type of opportunity in SFDC?  The filter "Has opportunity" does not work since concerns only the contact roles (people involved in the opp). Is the new filter "covered by opportunity" better for our need? Have you already used it? thanks Marina ... View more

Dear local marketing teams, Since we are not yet able to report in Salesforce with lists of MQL and AQC, please find new smart lists in Marketo to get access to the lists of MQL and AQC of 2018 for your region/sub: one global list and 3 lists per market. Marina ... View more

[message for the field marketing teams] Dear all, We changed in March 2017 the lead scoring model in order to make people be 'hot' earlier (i.e. we increased the score for event attendance) but some of you may not have enough hot leads to qualify (meaning enough leads that are automatically pushed to the marketing queue in Salesforce - because of a score higher than 75 points or because of a contact form filled out - these are AQL "Automated Qualified Leads"). If it is the case, it is possible to push manually the cold people with 'high interest' status to the marketing queue.  How to do that? We remind you that in "Database" in Marketo, different smart lists help you to see quickly the lists of the People by status. Below the smart list to access the cold people with a 'high interest' status. If you want to push them to your local marketing queue, please feel free to ask the Marketo team . It is also possible to look at the smart list "Mid interest" or even "Low interest" and apply the same procedure. Marina This document was generated from the following discussion: If you don't have enough AQL, push them manually to Salesforce for qualification ... View more

[message for the field marketing teams] Dear all, We changed in March 2017 the lead scoring model in order to make people be 'hot' earlier (i.e. we increased the score for event attendance) but some of you may not have enough hot leads to qualify (meaning enough leads that are automatically pushed to the marketing queue in Salesforce - because of a score higher than 75 points or because of a contact form filled out - these are AQL "Automated Qualified Leads"). If it is the case, it is possible to push manually the cold people with 'high interest' status to the marketing queue.  How to do that? We remind you that in "Database" in Marketo, different smart lists help you to see quickly the lists of the People by status. Below the smart list to access the cold people with a 'high interest' status. If you want to push them to your local marketing queue, please feel free to ask the Marketo team . It is also possible to look at the smart list "Mid interest" and do the same thing. Marina ... View more

Dear all, Most of you are doing a great job in addressing the leads in your local marketing queues. You can do globally 2 actions on these leads: - Assign it to another person (maily sales people) - this removes the lead from the marketing queue - Disqualify them by changing the status - the lead remains in the marketing queue We won't develop any Marketo programs to automatically delete the 'Disqualified' leads from the marketing queues. One of the reasons is because if we do that, the students, teachers and school directors will be deleted. But you may want to delete manually some leads in the marketing queue in order to have a shorter list of leads to look at. Globally you may need to delete in Salesforce any person you don't need to qualify (no business to dowith Lectra) or because the lead is old (i.e. a student requesting an intership, a free-lancer asking for a free trial of our software...). But you haven't the right to do it in Salesforce. We have a solution for you: MAYLYS!!! Ok this is not automatic and not very funny for Maylys , but this can help all of us to clean your marketing queues. So, in case you want to delete a lead from the marketing queue, please feel free to ask Maylys Weiss in the Chatter feed of the lead page indicated if you want to delete the lead: - only in the marketing queue - in the marketing queue and in Marketo You may need to keep it in Marketo as a cold lead in case you still want to send email to this person or to track their activity (web, email...). If can be the case of journalists or investors for example. Please let me know if you like this proposal by Liking it 😉 Regards, Marina Marina MASSONET​ ... View more

Dear all, We have developed with Chloé Sabourin the first report on MQLs to analyze the number of leads qualified by marketing, but we were surprised by the number. It is quite low! We tried to understand why and finally we reached to the conclusion that the lead lifecycle is not respected. Why do we say that? because a MQL means a lead passed from the status "Marketing Qualification" to "Sales Handover" . So as an example, if you create a Contact directly in Salesforce and assign it to a sales person, this won't count as a MQL. So: If you, marketer, want to qualify a person/company and want to put it to sales (counted as a MQL), please create a Lead in Salesforce, not a Contact. First of all, search of the person doesn't exist already in Marketo and/or Salesforce by searching by first name, last name, email address, company name... Then, create the lead in Salesforce manually, and input the maximum of information: market, sub-market, company size, potential... Once qualified, change the status to Sales Handover and assign it the the sales person. If the lead exists only in Marketo, you have the possibility to push it to your Salesforce marketing queue. For that, ask the Marketo team or Maylys by Skype (it will be quicker). Marina ... View more

Dear all, By preparing the leads/contacts data analysis to include in your marketing plans, and thanks to the feedback from Italy, we noticed on Monday with Maylys that the sut-ups done in Marketo to inactivate and then delete the leads that correspond to inactive contacts in Salesforce are not working well. Therefore, we have put in place an operational campaign that will clean these leads every day, and this should now work (including leads attached to accounts inactivated in Salesforce). Note that contacts without any activity in the last 12 months will be deleted in Marketo .  FYI Stella Zamprogno​  😉 For your information, this night about 450 leads/inactive contacts will be deleted from Marketo and please find the number concerned per country below:    Country (A) Nombre de Id Austria 7 Brazil 4 Canada 1 China 4 France 55 Germany 26 Hong Kong 8 Hungary 1 Ireland 1 Italy 274 Japan 16 Mexico 5 Netherlands 2 Spain 9 Sweden 1 Switzerland 2 Tunisia 2 Turkey 2 United Kingdom 22 United States 4 Total général 446 Marina ... View more

Hello dear marketo users, Please don't input ";" / semi-colon in the Marketo and Salesforce fields. Example to avoid: "Production manager ; Purchaser" in the job title: - Use a coma instead of a ";" / semi-colon. Thank you Marina ... View more

Hello, Please find below the Excel document that will be useful for you to understand all targeting criteria you can play with or if you want to define smart lists in Marketo. You will also find the official lists of values of the main fields/criteria around:   - Leads/contacts: SFDC Type, Active/inactive contacts,...   - Job function: Job function, Lead department, Preferred language...   - Accounts: Sub-status, Market, Sub-market, Account product types, Category...   - Installed Base / Contracts: Product Line, Classification level 6, Version, Coverage nature... The file is updated in Salesforce here. ​ https://lectra.my.salesforce.com/sfc/#version/069b0000002AET5 Marina ... View more

Hello Dear Marketo Community !! Chloe and I started early this month to work on the marketing performance measurement project. Our objective is to be able to show the first drafts of dashboards and reports end of September. It is a bit long since we need to acquire another tool plugged to Marketo and SFDC to be able to anlyze all data (from leads to opportunities). In parallel of our researches, we will ask you to regularly look at your data in Marketo and Salesforce/SFDC because if the data is not qualitative, the analysis won't be accurate. As an example, the Lead source is an important data to look at, meaning how the lead has been captured. In order to get the most qualitative data, you need to make sure that the forms in your Marketo programs are correctly setup in order to give the correct 'Lead source' for all new leads who will enter into Marketo. But because we missed some setups early this year, we need now to clean or correct the lead sources (about 7.500 leads to address worldwide). For that, I created a new useful smart list called "ADMIN_lead source uncorrect". Could you please please look at the leads that are in your workspace and complete the 'lead source' with the value below? Notes: - "Web lead" is not the official value. "Web contact" is the correct one. - If you observe a Lead source = "upgrade campaign" (ex : DiaminoFashion V6R2), this means that there must be a duplicate in the database since this comes from 2015. So please merge the duplicates first in Salesforce or in Marketo (as you prefer). Thank you Marina P.S. Elaine, we will need to check that on Wednesday because I see missing lead sources for leads created in SFDC on January 6th. ... View more

Dear all, Do you know how to clean the contacts and leads who show an invalid email address? We have been launching many emails these last weeks, including the 2015 annual report sent to more than 27.000 contacts. Each time an email is hard bounced because of a wrong email address, the field ‘Email invalid’ is checked in salesforce for the leads and contacts. Today, we observe almost 6,000 leads in Marketo with invalid email addresses, and 8% of your active contacts base, which is huge and of course decrease the performance of our marketing initiatives.  S o, if you want to have access to the list of the active contacts with invalid emails, please find below 2 reports:   All Contacts’ invalid emails: https://lectra.my.salesforce.com/00Ob0000003zd9r My Contacts’ invalid emails: https://lectra.my.salesforce.com/00Ob0000003kAsu In Marketo, the Smart list is available in Lead Database / Useful Smart lists How to clean these invalid emails? If the Contact is still active (meaning the person is still working for the account), but their email address is not correct, modify the email address in SFDC and save. This will make the modification in SFDC and Marketo and will unselect automatically the field ‘Email Invalid’. If the Contact is not active anymore (meaning the person not working anymore for the account), please change the status of the Contact to ‘Inactive’.  If the Lead is still active, but their email address is not correct, modify the email address either in Marketo or in SFDC. If the Lead is not active anymore, change the lead status in Marketo to “Disqualified” and ask the Marketo team to delete the lead by sending an email. Marina P.S. This procedure was also published this day to Chatter to the Sales Support and Marketing Communities: https://lectra.my.salesforce.com/0D5b000003aYN9A ... View more