Thomas_Morgadin

Hi everyone,   Lately we are having some trouble with Sales Insight functionalities on Microsoft Dynamics.   We recently updated our Dynamics version from Online 2016 to Online  1710 (9.1.0.21048). After that, we still had the data showing in Sales Insight (Intersting moments...) but we could not confirm campaigns any longer from Dynamics (yet they were still visible).   We decided to updated our Sales Insight version and since that moment we  are not seeing any data populating with Dynamics with our Marketo Sales Insight. Also, requested campaigns are not displayed at all when I click on "Add to Marketo campaign". We've checked the activity log in Marketo and the interesting moments, scoring, web visits are there.   The only exception is for the System Admin on Dynamics, he can see all of the data and can trigger campaigns. But we tried every role to see were the issue was coming and nothing worked.   Any idea were it could come from? Marketo support has no idea at the moment and I'm crossing my fingers that the community did encounter something like that...   Thank you ... View more

Hi,    I recently created my Revenue Model, and assigned every lead I have to a specific stage.   Yet, when I'm using the following SL, it's returning 100~ leads.     The problem I see is that in the lead details, they are linked to a stage.     How come these leads are not members of the revenue model, but are assigned to a stage of that very same RM ?   Thank you ... View more

Hi everyone,   I'm working on getting our Marketo Analytics to the next level and I'm reading a lot on RCM and how this can provide with precise reports on how our leads go from one stage to another.   I started to set up a first RCM based on what I set as a leadlifecycle :   My question is : is something like that too complex to monitor?    I've seen a bunch of "compact" RCM focused on the success path with almost no Detours (or no Detours at all) that are not always covering every cases like the following (the default examples on Marketo) :   Here nothing happens at the end of the road  Success path only   Is this something I should consider?   Also, I saw here that I should manage RCM transitions with a Data Value Changed trigger - meaning that I should set actual transitions in my Leadlifecycle Smart Lists : https://nation.marketo.com/t5/Product-Discussions/Revenue-Cycle-Model-First-Time-Setup/m-p/190343#M137478   I don't see why this should not work. But maybe it's not the best solution?   Well I take any advices on that topic as this is new to me.   Thanks,   Thomas ... View more

Hi everyone,   I'm working on my leadlifecycle from Marketo to Dynamics and I'm now focusing on the Opportunities status. The overall sync is working properly and info were always syncing well from one side to the other.   But I did some testing on the opportunities and nothing were triggered on Marketo. The information that an opportunity has been created for a contact is not available anywhere but on Dynamics.   Here is the steps I followed on my test : 1. Created a contact on Dynamics (me) 2. Synced the contact to Marketo 3. Created an opportunity on MS and set the synced entity as the primary contact (still me)   4. Checked the Opportunity tab and Log on Marketo : Nothing never happenned     Is it due to some misconfiguration during the synchronisation? I did not sync much of the standard fields during the config so that may be why. If that is the case, which should I sync to have the opportunity trigger work?   So at the moment, every Dynamics contact are stuck with the "Accepted by Sales" status and cannot go further in the leadlifecycle I set (Has created Opportunity, Opportunity Won/Lost, Recyled...). Here is the campaign I want to trigger by the way :   At the moment I don't necessarily need to have all the info that is filled on the MS Opportunity tab, only if an opportunity has been created.   Hope you can help me with this one. ... View more

Hi everyone, I recently integrated Showpad with Marketo. Everything is running smoothly, but I'm wondering about the specific meaning of the new created filters. I have 3 new Showpad related filters on Marketo which are: - Has Showpad content - Was added to Showpad content - Received Showpad share The last one, I understand. After verifications, it appears to be a lead that received content but did not download / view it yet. Although, for the two other filters, I have the feeling that there is not much differences between them... I understand that they viewed the received content. I also have the same amount of leads (and the same leads of course) in both of them. Does anyone has an idea of which is what? Thank you, ... View more

Hi everyone, I activated MSI on our Dynamics accounts yesterday. Everything seems to be working fine, the configuration went well. But on Marketo's documentation, I saw something great which is Lead Feed : Using the Lead Feed - Marketo Docs - Product Documentation  Although, only Salesforce is mentionned on the doc. Does Dynamics have a similar dashboard, displaying a view of the recent event from leads but most of all, the Best bets window?  It would be a shame not to have a similar display on MSD... If that's not the case, can I use the RSS Feed function to populate similar information from Marketo to Dynamics? Thank you, ... View more

Hi Marketo community, I'm on the verge of installing MSI on our Microsoft Dynamics CRM. We did sync the database months ago, but nothing much after that. Without MSI, we managed leads between marketing and sales through marketing campaigns in Dynamics. For instance: when the sales rep called a lead, they upated the lead record with the details of the "Phone call" (Dynamics item) and linked it to the marketing campaign. My question: is it possible to get the "Phone call" info & description recorded on Marketo? By using Sales Insights or something else? Or is MSI limited to Marketo informations only? Thank you. Thomas ... View more

Hi, I've been experimenting Sanford Whiteman's MktoForms2 :: Override Field Order in order to put our opt-in fields below the PP fields & submit button. I'm no developer, yet I managed something out with the tool: Problem is, there is not enough space between the submit button and the first optin field and I have no idea how to do that in javascript. I tried \n, \r and <br> but it's a no go. Here is the code I'm using on my test LP: <script id="teknklFormsPlus-tag-0.2.2" jive-link-external-small" href="https://nation.marketo.com/https%3A%2F%2Fcdpn-dl.figureone.com%2Ffigureone%2Fpen%2Fa3c396bb7fa83d263f64bc94a798e232.js" rel="nofollow" target="_blank"> https://cdpn-dl.figureone.com/figureone/pen/a3c396bb7fa83d263f64bc94a798e232.js "></script> <script id="teknklFormsPlus-reorder-0.2.3" jive-link-external-small" href="https://nation.marketo.com/https%3A%2F%2Fcdpn-dl.figureone.com%2Ffigureone%2Fpen%2Ffc4152ec0c836523c4dcc471a87b1334.js" rel="nofollow" target="_blank"> https://cdpn-dl.figureone.com/figureone/pen/fc4152ec0c836523c4dcc471a87b1334.js "></script> <script> MktoForms2.whenRendered(function(form) { var formEl = form.getFormElem()[0], submitButtonRow = formEl.querySelector(".mktoButtonRow"); var fieldOrder = [ submitButtonRow, "consenttoProcessing", "ConsentDisclaimer" ]; FormsPlus.reorderFields(form, fieldOrder); // var fieldOrder = ["ArchiveMarketoLastDT__c","FirstName","Email","LastName"]; // FormsPlus.reorderFields(form, fieldOrder); // var fieldOrder = [submitButtonRow, "FirstName", "Email","Website"]; // FormsPlus.reorderFields(form, fieldOrder); // FormsPlus.reorderFields(form, [], true); }); </script> Also, the live result: http://go.comap-group.com/TESTWebinarSS1_LP-Webinar1.html Thanks for the tips you will be providing! Thomas ... View more