Veronica_Holme4

Can you expand on what you mean by "set a field"?  As in Change Data Value. ... View more

Hello Badash,   Has there been any movement on this in the past 2 years? I'm working with a client now with Adobe Asset Manager and recommending that they just use the URLs from AAM when authoring emails and landing pages, but what a pleasure it would be to see a more direct integration/interface when designing assets that could directly query and reference the DAM dynamically. 🙂   Any chance of that? Thanks for any and all insight. ... View more

Oh that's why. Thank you.  ... View more

We need this urgently.... ... View more

Any ETA? ... View more

Hi Sean (and others who read this),       I have read all of the related nation posts that I can on this.   The fact is that this issue is occurring on most of my client's Marketo instances.   It doesn't matter whether the SFDC instance has the Lead Setting set or not.   It still happens.  It doesn't matter whether there is a bulk of records being converted or one.   It still happens.      What is really, really bad about this is that the duplicate Contact and merge are causing data loss in our systems.   I first discovered this as I watched GDPR audit history get erased on the merge.   It got erased because when the duplicate Contact was created, Marketo logic saw it as just another new Contact from SFDC and tagged and processed it as it would any other record.   Then I started looking further.  Pretty much any new Contact processing (field data) you have in Marketo is likely to cause original data from the Lead to be lost when the Contact is merged.   This is simply unacceptable.       I have gotten to the point where I am now identifying when these duplicates happen and repressing as much of the Marketo processing as I can on the duplicate Contact so that I don't lose data on the merge.   But it gets worse.  Say you have custom object records on your original Lead.   Since it will always be the losing record on the SFDC lead conversion merge, those custom object records get lost.   There isn't anything I can think of to fix that.         And quite frankly, the whole repression solution I've worked up can be a really difficult solution to implement if you haven't been fastidious about centralizing most of what you do in Marketo.          I am going to give a try to see if Marketo support will start to see how large an issue this is now and finally find a way to fix this for all of us.         Thanks to all that have worked so hard to get insight, find work-arounds, document their journey with this issue here.   Best, Pam Hudadoff        ... View more

Anthony, how easy was it for you to connect stripo to Marketo? We've used Stripo for quite some time but are new to Marketo. We followed the steps from support articles and can't seem to get the emails to appear in the design studio.  ... View more

Thanks for the reply. Turns out the field was not syncing because it is a campaign lookup field on the opportunity object. https://nation.marketo.com/t5/knowledgebase/salesforce-standard-fields-ignored-by-the-sync/ta-p/252296   ... View more

Hi Veronica, Thank you for the  response.  I was worried that was going to be the solution but you are right. Just need to dig into the activity log.   -Thanks ... View more

I found out that multi-select fields from Dynamics are not showing up in Marketo, since these are not compatible. ... View more

Ahh cool! Yeah it will be a good to have 🙂 ... View more

@Veronica_Holme4 , that is where my thinking was heading as well... less that desirable however.   Cheers Jo ... View more

Are you able to sync it by changing the name of "Event" within Marketo rather than Salesforce? Marketo already has an object synced called Event, but if you changed it in this new path to "Event 2" or something like that within the custom object sync interface in Marketo, I can't see any reason why it would not sync the object again under this new Marketo custom object. It does mean you have two copies of your Event object synced to Marketo, but it'd get you want you want in terms of targeting? ... View more

https://theworkflowpro.com/marketo-sms-integration/   For anyone interested in Sanford's solution here I detailed this setup with pictures in the post above to show how to schedule a batch campaign to request a "requestable" campaign that will then use a webhook to send the lead an SMS. ... View more

@Pavel_Plachky your use case of sending confirmation SMS messages to customers and handling responses is something I have built in Marketo and Zapier:   https://theworkflowpro.com/marketo-sms-integration/ https://theworkflowpro.com/2-way-sms-marketo/ The first post shows you how to use webhooks to send confirmation and reminder SMS messages to customers when they fill out a form to register for a webinar.   The second post shows you how to handle customer responses by: Parsing the inbound SMS for keywords and choosing an appropriate response (which addresses @Nicholas_Manojl 's point " but what about the times when someone replies to an SMS with something other than one of these predefined words " by using a default response to reach out to support if the parser does not find any keywords Sending the SMS response to the customer and optional alerts to your team Sets the person's SMS subscription field in Marketo to TRUE or FALSE if the "STOP" or "START" keywords are present Also to provide more detail on @Nicholas_Manojl 's comment. What he refers to as a "word" number is an alphanumeric sender id and this can only be used for one-way messaging as he correctly states. If you want 2 way SMS then you will need to use long code, short code, or toll-free numbers with SMS capability. There are different pros and cons to each number type (i.e. international capability, number cost, SMS cost, message per minute rate, 2 way capability), which I summarize in this post:  https://theworkflowpro.com/marketo-sms-marketing/ ... View more

Hi @Alok_Ramsisaria, realise this is from 2016, but the Shopify<>Marketo conversation is still relevant! I know we have multiple options vertify zapier custom integration via a partner (I've seen some reallllly cool, advanced stuff from Bluprint) +++ Wondering if you can offer some input still?  ... View more

I was wondering if anybody knows of a way to create a string custom field but with limitations on the amount of characters to be 42. So when the person fills out the field they cannot enter less than or greater than 42 characters, it has to be exactly 42? Yes — assuming you're talking about the field on a form (not updating the field via the Marketo UI, or any other method). And it doesn't even take any JS!   Use a Pattern Mask:         ... View more

Hi @Marek_Hozák (or anyone rading this message) did you find an answer to this?  I was thinking to use Zappier instead, but I will have additional costs.     ... View more

Truly using multiple dedupe keys isn't possible.   But you can use a single custom String field that is a concatenation of other fields and dedupe on that.  Make sure to avoid delimiter collisions, for example by using the Unicode unit separator character between components. ... View more

There was (and may still be) a way to do   Choice Step 1: Round Robin 1, then Change Owner.   I don't see it in my instance and it might have been specific to SFDC setup in the past. The other ways may work better.   If you are routing and really need this, do it in SFDC or Lean Data. ... View more

Hi Veronica,   Can you explain how to set up the daily summary for who opens emails for each salesperson?   Thanks so much, Marti ... View more

@Priyank_Joshi3 Thanks for your input. We actually considered creating a dedicated profile but in the end decided that we would like all users/salespeople to have access to the many other functions of MSI. ... View more

Hi Nancy... the answer here is a bit "it depends", and it can be done but only if it is set up in a certain way for a specific scenario. By default, the 1:1 Marketo Program - Salesforce Campaign sync does sync the Campaign Type field - when  you create a Salesforce campaign from Marketo and sync it at the program level, it actually populates the Campaign Type with the Marketo program channel value. Plus, it only syncs once, one way from Marketo to Salesforce. So you can access certain Campaign Types by filtering by program channel (very odd I know), and it only works in this specific scenario.   If you are just trying to use Salesforce campaigns to build lists and use the campaign type as a constraint it unfortunately currently isn't available. That value doesn't come across to Marketo. ... View more

This thread should not be marked as "solved". 15 days short of 5 years later, this remains an ongoing issue. ... View more

Hi Sanford,   Old post but hoping to get help in posting marketo form fills to google sheet for multi touch attribution. Got to the "THE FORMS 2.0 JS SIDE" section and got lost. I created the code but not sure where to put it on the form.    Appreciate your help! ... View more