About Shelly_Wilson

Shelly_Wilson · ‎08-28-2019

Anyone have advice on best way to structure a multi-faceted event in Marketo? Each year we sponsor a massive conference dedicated to our target market: 12K attendees. This year we have a booth, 4 flavours of 1:1 meetings with experts that attendees can register for, 4 stage talks, a party we're throwing, and an ice cream cart...and we'd like to track engagement at each touch point (invited, registered/badge scanned, attended, no show, etc). All the channel assets are built to move leads through various stages for each...but I'm wondering how best to set up the program/folder structure. Typically I just create a campaign folder and add each touchpoint as a separate event program within that folder. That gives me a detailed view/tracking of each component, but doesn't give me a cumulative view. Perhaps there's a better way to do it, or a report to build...that would give me an umbrella view? Suggestions welcome!

Shelly_Wilson · ‎08-01-2019

Hi there. I ran a webinar on Tuesday and afterwards uploaded the video to Wistia and embedded it in our Wordpress. All working fine as normal. Today, Thursday, I'm trying to get the follow up email with the link to video out to attendees. I've amended code in that email to include Wistia email embed so it'll track which leads watched video. Working fine. But I also want to set up an ALERT for our sales team to notify them of any leads who watch 50% of more of the video. And when I create the campaign, add the 'Visits Web Page' trigger, and open the drop menu...the webinar video does not appear in the list of available Wistia videos to choose from. I've checked Launchpoint and the integration is still active there. Last time I ran in to this, I raised a query with Wistia because it had been 4 days and the video I needed wasn't visible in list. But before they came back with a solution it finally synced on 5th day. Anyone else had/have same problem and found a solution? That's WAY too long to wait for data to sync across

Shelly_Wilson · ‎07-04-2019

Hi there Every year at a major trade show we use Survey Monkey to capture important sales conversations with prospects at the booth and in 1:1 meetings...the hot and warm leads...to differentiate them from the more cold leads we capture by scanning attendees at the booth, in numerous stage talks, etc. I set up separate programs for each trade show activity so I can know exactly which activity generated which lead: Booth vs Talk 1 vs Talk 2, etc I can see that Survey Monkey offers Marketo integration in terms of field mapping...but does anyone know if it's possible to attribute a survey or a survey's acquisition program via the integration? I don't want leads from the survey entering the Marketo DB with no attribution. Thanks!

Shelly_Wilson · ‎02-05-2019

In my case it definitely wasn't a special characters issue. For example, the last name Mondragon kept breaking the API, even when I tried to register the lead manually with no special characters. At one point I tried registering the lead on the GTW side and last name box went red saying Last name required, even though I'd typed Mondragon in and it was visible in the field. Yet when I used all lead details, including email, and substituted my last name for lead's last name, registrations went through without error/causing disconnect. Then would update to their real details in Marketo DB (Note: this did create unexpected problems, as the lead later went on to a GoToMeeting call and was asked by an associate if she'd recently married/changed her last name, because GTM showed her as Wilson instead of Mondragon. Hadn't occured to me that my hack would overwrite her GTM profile). We ran 4 webinars in January and were constantly dealing with this. Put in support call to Marketo but just felt like I got the runaround, asking me to do things I'd already done with a previous support person, not reading through my case thread on support handover, asking me to do things that were opposite of what I'd been asked to do. In end I just gave up replying cause it felt like they were just guessing. After 4 weeks it wasn't solved. I just had to sit with Launchpoint open in my browser all day and periodically refresh for peace of mind that it wasn't broken...plus set up the Alert Amy Connor mentions above. I found this online and we did try ticking/unticking additional fields box in Launchpoint. Didn't seem to make a difference for us, but maybe we were unlucky: Extension is passing first name, last name and email only to Citrix, if other fields are marked as required on Citrix Go… Perhaps this is useful too? Help | Training | Salesforce Maybe if we're using Marketo forms we should untick the Enable Additional Fields (Company Name, Job Title) box in Launchpoint and make sure that ONLY names and email fields are ticked on the Citrix/GTW side in the Registrations tab?

Shelly_Wilson · ‎01-08-2019

In my case, not that you can see from the inputs. It could be that registrants are entering special characters that aren't passing over to Marketo, like accent marks on names. Read yesterday that many forms struggle with Spanish names. One of the names that was definitely breaking the integration over the weekend was Mondragon. No visible atypical characters, but when I tried to reregister the lead, integration broke and status came through as Registration Error. When I replaced only the lead's last name with my own (all other details and UTM used same), Registration Error updated to Registered and no integration break. So I then just overwrote Wilson in Marketo profile with Mondragon again. But not a long-term solution. Ideally lead will register for other things in future. Don't want then encountering this same headache of 'Am I registered? Where's my confirmation email?' every time! Too much friction in the UX.

Shelly_Wilson · ‎01-04-2019

I've run in to the same problem this week. When setting up the webinar initially and testing it, I was having issues with my test registration syncing through. I then noticed in Launchpoint that GTW had become inactive (God knows when/how long ago...why are there no auto ALERTs when APIs fail/disconnect?!). So I re-signed in, it went to Active status, and all was good to go. Over 40 people registered just fine via our embededd Marketo form in our Wordpress site. Then 2 days ago our first invite for event went to DB and next morning we spotted 77 Registration Errors out of about 140 new registrations. Once again...API had disconnected, I re-signed in to GTW via Launchpoint and it went back to active. At the minute I'm trying to figure out how to get these registrants their unique joining link. Our comms are all branded. We don't use GTW default autoresponders. As we had all registrant details, we just opened the GTW registration link/page and manually entered each person there. My assumption was that GTW would sync to Marketo, registration status would update from Registration Error to Registered, and either our Registration Confirmation would fire automatically per normal...or worst case I could manually create a one-off campaign to send the affected group their confirmation. But the registrations made through GTW won't sync over to Marketo, even when I do a forced Refresh from Event Provider. Am now going to try manually registering them through our website UI/Marketo form and see if that works...but what a pain in the arse.

Shelly_Wilson · ‎12-04-2018

Nevermind! They're there now. There appears to be a major lag between when a lead is added as a Member (instantly) and when it synched/appeared in the Smart List. Like 50 mins to an hour!

Shelly_Wilson · ‎12-04-2018

Any of you run in to this before? I have a Marketo form. We've been working today to get UTM tracking to pass from Wordpress page to the inner container and on to the Marketo form. Developer filled in form a few times and all data came through as both Member of Program AND in the Smart list I created to show program members whose UTM source is not empty Then I also completed form with bogus test details, but those submissions: appear in Member tab of program are NOT visible in Smart List when I select Person tab to view people but ARE visible in Smart List when I search by bogus lead name within the Smart list Any idea what's happening here?

Shelly_Wilson · ‎11-07-2018

Does anyone know how to create an alert, filter a smart list, or create a report to show NEW companies that were acquired by a campaign, or a given period? Company names not previously present in Marketo? I can't figure it out. I tried a list with the following filters: Company name is not empty Acquisition program is A, B, or C SFDC Account number is empty. Also tried: Company name is not empty Acquisition program is A, B, or C SFDC Status is not [and then included all of our status options]. No joy. List reports people, but they include companies I know are in Salesforce. I think this is because the names are of leads who have not yet been converted to contacts and tied to saleforce accounts/opportunities. Any ideas?

Shelly_Wilson · ‎08-31-2018

Hey all, I've seen nested programs mentioned a number of times in various threads, but I can't see any guidance on what they are, how to build, why they're useful, and when to/not to use them. Would anybody have links they could share or be willing to give me an overview? I ask because we have a major tradeshow coming up and I'm wondering if this is the appropriate use case for it, as we'll be carrying out and tracking a number of different streams of activity related to the 1 event. Example: Leads scanned at booth Leads registered for meeting type 1 Leads registered for meeting type 2 Leads registered for meeting type 3 Leads registered for meeting type 4 Attendees at Stage Talk 1 Attendees at Stage Talk 2 Thanks!

Shelly_Wilson · ‎08-02-2018

We're having trouble tracking which sources are performing best when it comes to our event registrations. I've used UTMs in the past and can use them to measure traffic TO the page/form...but not BEYOND. Back in May I found this article : UTM Tracking & Marketo – Part Deux and set up fields as instructed in SF and as hidden fields in the registration form (note that our forms are in modals/frames in our Wordpress site). I've attached a screenshot of the SF fields we created and the corresponding hidden fields I set up in the form. However, zero UTM data tracked through to Marketo. I suppose it's possible that nobody followed a UTM link and also registered, but that seems unlikely. Over 500 visitors from my UTM campaign landed on the registration page, according to GoogleAnalytics. It's reasonable to think that at least a handful of those registered. Any ideas on how I fix this? It would be amazing to finally be able to track and measure all the way through the journey rather than hit a wall at reg page. Our Marketo Munchkin script is on our WP site before the </body> tag. Am I missing something?

Shelly_Wilson · ‎07-20-2018

Super duper! Thanks!

Shelly_Wilson · ‎07-20-2018

Looking around here I can see that if I need to pause an engagement programme, the best thing to do is turn it off, and then switch it back on when I'm ready for the cadences to resume. (Example, next week we've a number of live events so folks in engagement programme will be getting lots of reminders emails about those. Don't want nurture emails to get lost in the noise, or annoy folks). BUT when I switch off, will my campaigns that add members to the nurture program continue to do so...and just kind of queue them until I turn Engagement back on? I have a number of trigger campaigns based on registration for the events I mentioned. Ideally they will continue to move people to the nurture after registration, even if Engagement is paused. Can anyone confirm campaign behaviour when Engagement is switched to 'off'?

Shelly_Wilson · ‎07-05-2018

Right now everything lives 1 Nurture Program with 4 Streams: HCM Newbies HCM Oldies Payroll Newbies Payroll Oldies And there are 8 campaigns controlling membership (I might have overcomplicated that...but it's the only way that made sense to me given fact that registration has already begun.): Add HCM Newbies (Batch Members) Add HCM Newbies (Triggered Members) (ie from now till event, when lead completes form they'll be added as member) Add HCM Oldies (Batch Members) Add HCM Oldies (Triggered Members) Add Payroll Newbies (Batch Members) Add Payroll Newbies (Triggered Members) Add Payroll Oldies (Batch Members) Add Payroll Oldies (Triggered Members) Where in the nurture program controls does the traffic cop conditions/logic/steps you mention live?

Shelly_Wilson · ‎07-05-2018

We are running two webinars: One on HR, one on Payroll. Some attendees will attend only 1. Others may attend both. I've set up a nurture programme for each group. Most of the content in the streams will be the same, but a few of the early pieces will be subject specific. What can I/should I do to ensure that people who attend both webinars don't end up getting emails from both streams? It is possible to apply if/then logic. If member of both, only add to Payroll stream? I'd prefer not to have to set up a new stream for 'Attending Both', because each webinar actually already has 2 streams (1 for new leads and 1 for older leads who went through similar stream 5 months ago). Adding yet another 2 streams and respective campaigns will likely make my head explode Thanks

Shelly_Wilson · ‎04-26-2018

We're looking in to a Wistia subscription to make tracking of video plays easier. Integrates with Marketo...seems to have a lot of nice analytics AND can embed Marketo forms into videos

Shelly_Wilson · ‎04-26-2018

There's nothing in Activity detail about limit being reached: our limit is 2 per day/5 max per week. I see member who successfully went into Try 2 Stream; was sent, received, and opened the 3 Uni Factsheet email; and then looks like she got bumped back to a Product Tour stream (I'm guessing based on transition rules that I'd set up for initial streams but that that were also unintentionally impacting Try2 stream). But I'd deactivated all content in the Product Tour stream. I guess that doesn't matter? In a different nurture that was supposed to fire off Email 2 today at 4pm lead's local time, I noticed that it says next cast is in 6 days (this cadence is set to sent once per week each Thurs). The 6 days seemed weird. Next Thurs is 7 days away...so I double checked cadence settings. ––First cast Thurs 19 April ––Send each Thurs at 4pm local time ––Next cast in six days ––Next casts=May 2nd, May 9th, May 16th (which are all Wednesdays, not Thursdays) what the heck? First issue with transition rules seems to be user error/my fault..but what is this?

Shelly_Wilson · ‎04-26-2018

The campaign pushing people in to nurture is set as 'Each person can run through flow once'/'Ignore limit'

Shelly_Wilson · ‎04-26-2018

Anyone else had issues with nurture campaign's starting ok and then suddenly stopping? I had a series of 4 emails in a stream with a cadence set to send twice a week. After 1st email sent, no others in stream went out. I thought it was maybe because after I started the campaign I had to amend cadence days so as not to clash with other campaigns going out. After waiting over week to make sure Marketo wasn't just being slow to report activity, I decided there must be a fault, so I sent up a new stream with same members, put the remaining emails in to it, and activated it. Again, first email has sent (April 19th), but email 2 should have sent on Tues April 24 (but doesn't appear to have), and Email 3 should be sending today. Anybody else run in to this problem? Nurture sends first email then ignores rest of active emails? Smart list = 'Member of this nurture campaign'. Flow=Change Engagement Program stream to Try2

Shelly_Wilson · ‎04-12-2018

Samsies. Alerts I send myself from Marketo (example when lead completes form) are now arriving to Outlook with phising warnings

Shelly_Wilson · ‎04-12-2018

Yes, it did! Thank goodness. Eventually updated with correct data

Shelly_Wilson · ‎04-10-2018

Here there, Just set up test webinar to see if I have everything integrating correctly: program/Event set up, linked to GTW Event, emails approved and campaigns activated. Invited & Registered into working correctly. However when I started broadcast on test webinar, checked that colleague was visible as attendee, and ended webinar, neither GTW nor Marketo are picking her up as Attended on dash/summary levels. In GTW History view and Report dash view it says 0 attended. When I download actual attendee report, however, I DO see her as attendee, so it did in fact capture the data. In Marketo, though, webinar event summary view it shows 0 attended. So questions are: –Do I need to set up a specific flow for Attended like I did for invite and registered stages? I'd assumed GTW pushed this info to Mkto –Could this simply be a delay thing. It's been 30 mins since I ended the webinar, but I know things aren't always fast in Mkto Thanks!

Shelly_Wilson · ‎02-07-2018

I recently took over our Marketo instance. Last summer I noticed some deliverability issues and we discovered we were on about 12 blacklists. We couldn't imagine why, as we've never purchased lists, all our emails are relevant to the audience (niche product/audience), and no overuse of SPAM trigger words (free, loads of exclamations, etc). We thought, perhaps, that it was because we were on shared IP, and have since moved to a private IP, hoping that would resolve the issue. But the more I've been building programmes and testing emails, I'm still seeing issues...one obvious one is that that valid emails frequently get marked as Marketing Suspended...for example my own private gmail–an active account that I'm in daily. But according to Marketo it's regularly soft-bouncing ... which is why I have to keep manually changing my Marketing Suspended status to false. Anyone else experienced this? Do I need to increase the soft bounce threshold. Are there any ramifications of this I need to be aware of?

Shelly_Wilson · ‎01-31-2018

That seems to have worked! Can now see members in the Engagement program for the first time since the emails sent earlier this week. Thank you for your help!

Shelly_Wilson · ‎01-31-2018

Thank you so much Val. I'll try this today. I've literally be searching for weeks through help guides on how to do this. Couldn't understand why this just isn't an out of box report. Tell ya what! This forum is wicked. Wish I'd brought my many many questions here sooner!

Shelly_Wilson · ‎01-31-2018

Thank you! So if I'm understanding you correctly I build the engagement program streams. Then I build batch campaign to fire off first email as first step in its flow AND insert Add to Engagement Program in that same flow (specifying the correct stream). Make sure the batch campaign lives inside the engagement program. Done. One more question: In my case the batch campaigns have already fired off (Monday and Tuesday). Can I relocate it to the engagement program and add to its flow steps after the fact? Engagement program not set to launch till Thursday. If I do...will all still work as described above...or have I missed my chance this go-round?

Shelly_Wilson · ‎01-30-2018

This sounds so basic to me, but I've searched all over and can't seem to figure this out. I want to track lead score bands in Marketo. Example, MQL for us is 50 points. I'd like a monthly report that shows me how pre-MQL leads are progressing month to month. Example #new leads in database, qty of leads at 1-24 points, qty of leads at 25-39 points, qty of leads 40-49 points, and qty who achieve 50+ that month. How the heck do I build that, cause it doesn't seem avail in the default reports

Shelly_Wilson · ‎01-30-2018

Ok..so I'm trying to muddle my way through Marketo's functionality. This week I set up a nurture programme with 2 streams. The goal is to differentiate activity/engagement between two different audiences getting the exact same content. Stream 1 is for newest leads in database. Stream 2 is for the rest of the database. For both streams, I've set the trigger as 'received email', which is an email sent from a batch campaign (I created two emails with same content but different titles going to different audiences to trigger each respective stream). And then I've added additional filters to each stream's transition rules to achieve the segmentation I want (example, Stream 1 (new leads)= received webinar email for new leads, plus IS Member of previous new leads program, plus NOT member or previous 'rest of database' program. Stream 2 (rest of database)= received webinar email for rest of database, plus IS Member of previous rest of database program, plus NOT member of previous new leads program). Then each stream is set up to get identical emails in same cadence. Does that set up sound correct for what I'm trying to achieve? Can you use streams to send a series same content to two different audiences? Or do streams only function by moving person from Stream 1 to Stream 2?

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