Kevin_Weisenber

Kevin_Weisenber · ‎05-29-2019

Hi Peter, It sounds like you are following the right train of thought in that designers can be both a boost to productivity and output or they can be a drain on resources (especially with limited HTML knowledge). I would approach this by understanding why the designers want access to the instance and what they think they can help you accomplish, additionally I would ask yourself similar questions and to share each others responses so each side is aware of the upsides and downsides with a shift in process. Keep in mind that the attributes you/your team currently possesses as marketing ops personnel likely does not include design skills (hence you farming this out previously) so there is a place for them in your team. When implemented efficiently into your work flows a stronger copy/design can have drastic changes to your conversions. My recommendation would be to approach this from a thoughtful analytical mindset doing lots of A/B tests or bringing over known successful copy from your targeted audience and continually making experimental changes to it. A good designer will be supportive of this and help you to iterate on this.

Kevin_Weisenber · ‎05-29-2019

I second Sanford's suggestion due to limitations of writing to CO's. We operate a number of Marketo field->SF Field-> SF Custom Object field logic strings to accomplish this.

Kevin_Weisenber · ‎04-08-2019

Hi Nimisha, Can you share more about your smart campaigns altering these form fields? Have you also searched the community for conversations on subscription centers? There are a lot of conversations like this one

Kevin_Weisenber · ‎04-08-2019

IBM Campaign Automation (formally Silverpop)

Kevin_Weisenber · ‎02-19-2019

Hi Ian, If you are asking if it works i.e. have others experienced it? I can attest that I have and we rely on it to help us remain compliant as does a lot of other Marketo users. The other posts provide some tips on checking this functionality and I recommend you test it for yourself if you have concerns.

Kevin_Weisenber · ‎01-29-2019

Plus one for Gregoire's guide!

Kevin_Weisenber · ‎01-24-2019

Hi Rafael, You are referencing the Alumni program charter for past champions, not current.

Kevin_Weisenber · ‎01-22-2019

Hi Alice, Could you share how you have the current capture and response set up? Are you wanting the same response (triggered email) to go out to the opportunity or are you wanting a marker of how many times they have submitted the form? Not tracking entirely... If you simply want them to flow through the campaign so they can get the triggered email again then see my screenshot below of a smart campaign. You will want to go to the schedule tab, edit, and change the qualification rules.

Kevin_Weisenber · ‎01-17-2019

Congrats to all the fellow Champions, I look forward to working with all of you!!

Kevin_Weisenber · ‎01-14-2019

They are asking you to submit a support case if it is impacting your operations.

Kevin_Weisenber · ‎01-14-2019

Thanks for the details Karen. Looks like there is an outage per Courtney's note. Marketo Status

Kevin_Weisenber · ‎01-14-2019

When you say "not uploading" what do you mean exactly is happening? Could you walk us through the steps you are taking? If it is failing it will provide you with an error message, you usually have to click the expand button to see why. You may also not have the correct permissions to do an upload, I would double check these.

Kevin_Weisenber · ‎01-14-2019

Hi Ani, The marketo community (where you posted) is full of a wealth of information and awesome people who love to help users! It sounds like you are having a number of different issues and you have done two very helpful things, 1) submitted a case to Marketo 2) reached out to the community. For the community aspect I encourage you to search the forums for your specific issues. If you are unable to locate the topic you need help with then go ahead and post (like you just have). We will need more detail on the exact issues to try and provide guidance. If you are struggling with the support cases you submitted I recommend you email marketocares@marketo.com and include you account manager.

Kevin_Weisenber · ‎01-08-2019

Hi Natascia, We have a PM who intakes all of our materials for us. We have trained her on what to look for, what could cause issues, etc. and she then uploads it into our project management software (teamwork which is like Jira) and a notification goes out to my team. This way we are not responsible for directly interfacing with the business when in taking requests, she understands the workload of asks coming across and can filter them for priority, and my team can focus on building and optimizing rather than back and forth edits or chasing down materials.

Kevin_Weisenber · ‎12-04-2018

Hi Nate, It sounds like the data you are looking at is in a report like an email performance report. These reports are meant to provide you a broad overview of how your message impacted its intended audience rather than getting granular and saying who was affected. To get the "who" data you will need to build a smart list to ascertain this information. An example smart list you can build is "sent email" "opened email" "clicked link in email" "sent email and bounced" and on and on... This is a rather basic functionality of the platform so I recommend you dive into the marketo documentation to insure you have a firm understanding of some of the fundamentals. If you ever get stuck the community is here to help!

Kevin_Weisenber · ‎12-03-2018

Hi Christian, The name of the software through Marketo is actually called "easy merge" unless they have changed it in the past 6 months and there is a price associated with purchasing it. We have used this feature successfully on a large database with significant amount of duplicates. You will work with a member of Marketo's professional services who will walk you through how you can define your logic for how the various fields and contacts merge.They want you to be successful with this so its a rather easy process but I would speak with your AM to learn more and investigate if its the right solution for you.

Kevin_Weisenber · ‎11-28-2018

Hi Jason, We have a "center of excellence" folder that lays out structures for programs so users don't have to start from scratch. We encourage utilization with these programs by training to rely on these as a starting point or to clone an existing program that was successful for them.

Kevin_Weisenber · ‎11-27-2018

This is an error produced by Salesforce not by Marketo so I recommend reaching out to your salesforce Admin to help troubleshoot the logic that is failing. A quick google search on " System.NullPointerException" returns some helpful information that should help you narrow it down.

Kevin_Weisenber · ‎11-27-2018

It was mentioned previously but I think you need to break this down further and reference the smart lists. You still have a lot of logic statements such as (2 and 3 and 4) bring this together and troubleshoot.

Kevin_Weisenber · ‎11-27-2018

Alex, Yes all 200k will be sent to his email which makes this not a very viable solution. The BCC feature was designed more for record keeping if legal requires a copy of all sends to be maintained. You can send it to a separate email inbox that your exec monitors and work with your IT department so that only one is kept but that is all custom on your email server. This is the deduplication that Sanford was mentioning in his response.

Kevin_Weisenber · ‎11-27-2018

Hi karen, You will find overtime that the standard marketo partition assignment rules can be somewhat limiting. Grégoire Michel mentions this in a number of areas but using smart campaigns instead in your operations/default partiton/workspace will provide you with much greater flexibility than the inbuilt feature. Simply identify the audience in the smart list and use the flow action of move partition to get your audience to where you need it including the overlapping members.

Kevin_Weisenber · ‎11-15-2018

Hi Mia, As Steven has mentioned there are limitations to the activity sync feature since its deemed an old feature and the recommendation is to use Sales Insight instead. You can find more information about the feature and its limitations such as it only syncing the first activity every 24hrs in the docs Customize Activities Sync - Marketo Docs - Product Documentation There are a number of threads discussing the pitfalls of this feature and why it would be more useful to use sales insight, search the forums like this one Customize Activities Sync in Marketo

Kevin_Weisenber · ‎11-15-2018

Hi Pete, Could you supply a few more details like the email client, if this happens to other images in the email, and a snapshot of the HTML itself would be most helpful? We have experienced this in Outlook which has some versions that auto resize images upon forward so I'm curious to hear if this is a similar case.

Kevin_Weisenber · ‎11-09-2018

I will keep an eye out! Thanks!

Kevin_Weisenber · ‎11-09-2018

Sanford, Thanks for the response, I figured you would chime in with a suggestion to use webhooks and ultimately it seems like the only probable solution to this given we need to count the number and hold it somewhere for reference. I will do some investigating to see how we could build this and write up an article if we implement it successfully.

Kevin_Weisenber · ‎11-09-2018

Thanks Josh, I appreciate the response. I totally agree, better efforts spent elsewhere but unfortunately this data issue occurs upstream of Marketo and we are the ones to usually find out as marketing is not prioritized with data changes. Just trying to protect the system as much as possible.

Kevin_Weisenber · ‎11-09-2018

Hey Community, I am trying to brainstorm if there is a way to set up a campaign that would alert a select group of users if our duplicate numbers rose above a certain threshold. I understand that I could set up a smart list subscription that could regularly send out counts of duplicates but an alert to our data monitoring team would be more useful to raise a red flag and make a big deal about the threshold being breached rather than a regular report that may go unnoticed. Example: Duplicate smart list count is greater than 10,000 - send alert to data team with wait step for qualifying limited to once a week in case it remains above the limit until a fix can be input and we don't want to send a million alerts. Any ideas? The closest I have gotten is to alert the audience to a score that is within a certain triggering factor. This score would need to be controlled by a campaign tied to our duplicate numbers which is where I get stuck. There would also need to be a lowering of the score if the numbers are below the threshold again which is where I'm stuck as well.

Kevin_Weisenber · ‎11-08-2018

Hi Raymond, In my eyes this is a really business specific question, what are you trying to accomplish and is there a possibility to re-engage these leads is what I would start asking yourself? Depending on the engagement level we have multiple tiers for programs we shuffle people through Engaged=emailed most frequently, not engaged=slow email drip of less frequent emails that are more pertinent to the lead, and then finally greater than 6 months we run through a re-engagement program and if no engagement we retire them. I would take a hard look at your analytics and base decisions off of these rather than gun intuition. Leads/Contacts are valuable!

Kevin_Weisenber · ‎11-02-2018

My understanding and usage of the Marketo Sky Beta is that this functionality will exist for copying criteria

Kevin_Weisenber · ‎11-01-2018

Hey Nadia, As Gregoire mentioned you can use the "member of a smart list" filter to reference a smart list you have created elsewhere in the instance. I recommend you take a look at the "quick wins" section in the marketo documentation, specifically the "send an email" section which will walk you through some concepts to get your feet wet with the platform. You can find it here

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