Sarah_White1

Sarah_White1 · ‎09-01-2020

Interesting. Will check that out. In the meantime, the "Reschedule Entries" function seems to be helping simplify our scheduling needs for cloning multiple programs.

Sarah_White1 · ‎08-26-2020

Thanks, Peter. I was hoping that there would a solution that would be easier to manage instead of scheduling individual campaigns for the send date, but I think that you're right. Any other solution would be more complicated to manage even if I could get it to work. Thanks.

Sarah_White1 · ‎08-25-2020

Hello, I am trying to build a program that has 3 sending campaigns (one that sends one month away from the date, one that sends one week away from the date, and one that sends two days away from the date). My hope is to be able to easily clone this program and update the date the it is leading up to by changing the custom date token associated with that program's folder. I set up the following campaign as a one-time smart campaign, but then quickly realized that it would not pull in people who have been added to the smart lists once the initial campaign had run. Do I have any options here (besides scheduling each smart campaign for the specific date I want it to send on)? My hope was that using a custom date token would enable me to clone and scale these programs quickly. If I schedule this as a recurring campaign, will it continue to send to people 29, 28, 27, etc. days away from the deadline?

Sarah_White1 · ‎05-22-2020

YES! Thank you. Looks like the subject line was inheriting dynamic content from the email it was cloned from. Thank you!

Sarah_White1 · ‎05-21-2020

I'm not sure why this is happening. Any ideas are appreciated! I have a Nurture Program with a Default Program nested within it. The default program's smart campaign is used to send three different email assets based on if the record has interest indicated in a custom SFDC field. Screenshot below: Each email asset in the default program has a unique subject line (Subject Line A, Subject Line B, and Subject Line C) (and each asset is approved). However, when triggering, each of the three emails uses a new subject line (Subject line D) for all three emails. Interestingly, it is the subject line for the next email in the nurture series (02-Email-Programs) which comes after another nested default program in the stream (01.3-Special Promotions-Texas Fellowship). Any ideas why my nested emails are not using the right subject lines when triggered? Happy to provide more screenshots if helpful.

Sarah_White1 · ‎03-05-2020

Thank you. Will look into that.

Sarah_White1 · ‎03-02-2020

For my particular use case, I work at a higher ed institution and am setting up an internal alert email to the student's Academic Advisor when they unsubscribe from emails. I've set up an alert email that is triggered when the Data Value Changes for attribute "Unsubscribed" to New Value = True and everything seems to be working ok. The one concern I have is that the footer of the email (that is default added in by Marketo) says that this email was sent to the student record (screenshot attached). Is there a way to verify that this alert has not been sent to the student record? And is there a way to edit the footer for internal alert emails instead of the default wording and values for external emails ("This email has been sent to emailaddress@domain.edu. If you no longer wish to receive these emails you may unsubscribe at any time." Thanks!

Sarah_White1 · ‎11-01-2019

Good. That's what I anticipated, but wasn't able to find clear documentation affirming that.

Sarah_White1 · ‎11-01-2019

Question: I have a segmentation set up in our instance by degree program (we're at a higher ed institute, but the equivalent analogy would be setting up segmentation by industry). The segmentation criteria is set to all records in our instance, regardless of if they are a record from 10 years ago or 10 days ago. I want to send a campaign to a limited criteria of records (example: 3 of our degree programs; records created in the last 2 years) but then use dynamic content within the email to speak to each degree program uniquely. If I set up my program as usual (with sending campaign pulling in the smart list for the limited audience (3 degree programs, records created in the last 2 years), and then apply my segmentation to the email template itself to pull in dynamic content, will the campaign only send to the limited audience (which is what I want) or will it send to everyone in my segmentation?

Sarah_White1 · ‎01-10-2019

Yes! Thank you and Huihsing Kiang. Both very helpful as we get off the ground with Marketo!

Sarah_White1 · ‎01-10-2019

Thank you! I will see if our template allows for that.

Sarah_White1 · ‎01-10-2019

Hi Nina, I am also on a very small team looking for an easy way to manage requests from different teams. If you're open to sharing, I'd love to see what fields you use on your google form to help your internal processes!

Sarah_White1 · ‎01-09-2019

Hi Anna - we are just starting to launch our Marketo instance, so we are a bit of a blank slate. We have a custom email template that was built by an agency for us that lives in the design studio, but I imagine that most of our emails will be created or cloned within Marketing Activities. Being at the very beginning stages of our build, I was hoping to be strategic about setting up copyright dates, logos, and addresses in the footer (we will be moving campuses in 2 years) so that we can update them in one place once a year (or less frequently for logos and addresses) across all live emails instead of needing to manually update each email individually as we need to in our current system. From what you're saying, it sounds like copyright year, logo, and address could live as tokens within the email template in design studio since we would be updating very infrequently while other more variable tokens should be added at the asset level within marketing activities?

Sarah_White1 · ‎01-04-2019

Hi all - To clarify, should the {{my.Year}} token be placed within the original template so that when a new local email asset is created from it, the token is already present? Or is the{{my.Year}} token added at the email asset creation stage?

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