Eric_Nguyen2

Eric_Nguyen2 · ‎04-19-2016

+1 for the "Last Campaign before MQL" stamping! I'd love to see your spin on this idea, Jess. In the past, I've set up two custom fields: - MQL Reason - MQL Date-Stamp Both fields were stamped when a Lead achieved MQL status, which worked great as dimensions when reporting out of SFDC.

Eric_Nguyen2 · ‎03-29-2016

Hey Justin, Awesome...thanks for following up on this. What you described with SyncFrog was exactly what I had set up with itDuzzit. It was awesome for our specific needs. That said, I just found out a week ago that itDuzzit got acquired by Intuit, so they're shutting down. They provided existing customers with additional alternatives that I'll list here: Workato provides an enterprise-grade integration platform with an easy-to-use workflow builder that has features similar to the Duzzit Editor and supports cloud-to-cloud integrations. Zapier is a popular integration automation tool that supports hundreds of popular cloud applications. Their new multi-step zap feature makes Zapier an option for replacing some kinds of custom duzzit flows.

Eric_Nguyen2 · ‎02-17-2016

Hi Team, We're late to the party, but we're finally looking at migrating to forms 2.0 across our site. Coming from our "old" way of deploying forms 1.0 as local assets in programs, I'm leaning towards building a standard set of forms as global assets in Design Studio, and embedding them into landing pages. That said, I have a question on tracking form submissions: For a standardized "template" form that resides in Design Studio, how would I best track form submissions inside a given program? Which constraint should I use? 1) Trigger: Fills out form Form Name IS - FORM-ContentRegistration (Constraint) Referrer CONTAINS - /resources/pricing-sheet/ or 2) Trigger: Fills out form Form Name IS - FORM-ContentRegistration (Constraint) Web Page IS - www.company.com/resources/pricing-sheet/

Eric_Nguyen2 · ‎02-05-2016

I'm having trouble pulling values into an email from an SFDC custom object. This object basically houses scores from an online survey. After some research and reading through this article (Email Scripting » Marketo Developers ), I believe that I can only retrieve the values by creating email script tokens. My stumbling block is that I don't see any of the variables for me to pull into the token. I understand that a prerequisite to accessing custom object variables is that the SFDC custom object needs to be associated to any standard object (Leads and Contacts)...which my SFDC admin has confirmed that it is. Anyone have any tips on where I may have gone wrong? Thanks!

Eric_Nguyen2 · ‎12-21-2015

We recently deployed a new microsite on a subdomain. I installed the RTP code on all pages of the microsite, but when I tried to set up a recommended content path to the microsite homepage, I don't even see the subdomain. (Enabling Content Discovery - Marketo Docs - Product Docs ) Is there a limit to the number of subdomains RTP can manage? Are subdomains something that RTP can "auto-detect?" Any ideas on how I can get the new subdomain to show up in my settings options?

Eric_Nguyen2 · ‎10-13-2015

I just went through a similar exercise, trying to move data from a custom field into a standard SFDC field and hit a wall. I realized that my custom field is of type "string" while the standard SFDC field is of type "integer." Is it possible to update the field type of my custom field to "integer" while preserving the data that's already in the existing field? Is there a workaround to this? Thanks!

Eric_Nguyen2 · ‎10-12-2015

Hey Josh, Yah, I'll do that. Regarding errors...we were noticing slight differences between overall campaign numbers between SFDC and Marketo. We initially wrote it off as the differences you commonly see when reporting off of different platforms. The numbers may add up in each respective platform, but when compared to each other, they're sometimes slightly off. Now that we've uncovered what could be a bigger issue, I'm beginning to wonder if these sync errors have been happening much more frequently than originally thought.

Eric_Nguyen2 · ‎10-09-2015

Hello Marketo Community, We're in the process of auditing membership between Marketo programs and their respective synced SFDC campaigns. We noticed that there were a reasonable number of Leads that were not synced in SFDC. So for example, in a webinar program, we saw about 20% of the members of the Marketo program were not members of the synced SFDC campaign. Weird... Digging into the activity history of those missing members, we noticed that Marketo successfully recorded the date/time of when the prospect actually registered for the webinar. And for most of the missing/unsynced Leads, this activity was synced to the Lead record in SFDC as well. But we did find a case where a Lead in SFDC was missing the activity history as well. Very weird... So now, I'm not confident that the sync between Marketo and SFDC is working the way that it should. Has anyone else seen similar errors in their campaign-to-program sync? Thanks in advance for your input...

Eric_Nguyen2 · ‎07-09-2015

Thanks for picking up the conversation... I was under the impression that if Janice filled out the form from the US workspace, that a purposeful dupe would be created in the US lead partition. Is that not the case? The idea of purposeful dupes doesn't appeal to me, but I'm just trying to understand if there's even a strong case for going that route. So is this where segments (in the default lead partition) could be used to manage regional or product-based segmentation?

Eric_Nguyen2 · ‎07-09-2015

Sorry to bring this thread back from the dead, but I haven't been able to find much in my searches (links to the old Marketo Community articles are broken and documentation seems to be sparse). This thread seemed to hit my pain point head on... Here's a simplified scenario for this thought exercise: Enterprise Business NA/ EMEA / APAC / Rest of World My immediate need is to build a workspace for our EMEA team so we can run campaigns independently. However, there will be instances where we'll want to run global email campaigns from the default workspace (I assume). My confusion revolves around the approach to building WS and LP out which supports globally run campaigns as well as local campaigns. I would prefer to keep the EMEA team from accidentally emailing the NA / APAC / ROW segments. Based on Josh's recommendation, I should build a corresponding LP for my EMEA WS. But Jep recommends keeping all the leads in one LP and only building out WS. Help?

Eric_Nguyen2 · ‎03-26-2015

Thanks for the suggestion Sanford... I'm not familiar with Google Apps Scripting, but doing some Googling I came across a vendor called "itduzzit." https://www.itduzzit.com/connect/marketo-to-google-docs I think this could work! The use-case that they outline with their connector describes exactly what we need... which is simply moving rows of data from Sheets, to Marketo (create/update lead). I'll see if I can set this up and test it out. Thanks for pointing me in this direction.

Eric_Nguyen2 · ‎03-26-2015

Hi Justin, Thanks for the suggestion. We don't have an ETL tool at the moment, so that's not an available option. Do you think there is another method that will allow us to push/pull the data to Marketo without pulling the trigger on an ETL tool? Regarding SFDC, we're actually looking into options using Marketo or SFDC. Do you think it would be easier to do this using SFDC? In regards to your last question; our inside sales reps use Google Sheets to build prospect lists and track their progress. Its much easier for them to share their notes and progress with managers and partners. It's real-time and collaboration is easy. But at a certain point, moving lead data (e.g. email addresses) into Marketo/SFDC is a manual process that's currently a pain.

Eric_Nguyen2 · ‎03-25-2015

Our inside sales team has established a workflow that uses Google spreadsheets to manage their initial prospecting efforts. They would like to move the data into SFDC, but want to avoid the manual upload process...not to mention that SFDC doesn't natively dedupe. It's not ideal, but it's reality. Has anyone tried setting up an integration between Google Sheets and Marketo? Simply put, I'd like the data in Google Sheets (name, email, company, etc.) to populate a Marketo List...perhaps in a Program to measure the lead generation efforts of each individual Rep. Then at the very least, each prospect could be deduped via the "upload" process. Thoughts?

Eric_Nguyen2 · ‎01-20-2015

Hi Tara, Did you ever implement your Account Scoring model/system? I was just recently asked if we could develop an account scoring system and sketched out a simliar model to what you outlined...which gave me some confidence that I was on the right track. How did your system work? Were there other measures that you found useful in accomplishing your project? Thanks! -Eric

Eric_Nguyen2 · ‎01-09-2015

Hi Josh, A belated thanks for your guidance. I'm revisiting this topic again. More specifically, I was interested in tailoring Organizations Email Report so that it would only show the target accounts of each of my respective reps. Do you know if that's possible? I believe the default is the "top 50", which looks to be the organizations that have exhibited the most web activity. Thanks again, -Eric

Eric_Nguyen2 · ‎11-23-2014

I recently added the Opportunity Influence Analyzer to our SFDC Opportunity view. Is it possible to change the default time frame from "last 30 days" to use the create and close dates of the Opportunity itself? This would be ideal so that the rep doesn't have to do it themselves.

Eric_Nguyen2 · ‎09-24-2014

Hi Birute, I was wondering if you could provide a little more detail with how you developed the time-stamp "method" of tracking time within each Lead Status state? Do I need to create a custom SFDC field for each state? For example: MQL Time-Stamp SAL Time-Stamp SQL Time-Stamp etc... So the workflow in SFDC should control the time-stamp update, yes? We don't have RCE/RCA, so I'm just trying to make this work using Standard Marketo/SFDC. Thanks!

Eric_Nguyen2 · ‎09-03-2014

The daily Lead and Organization RTP reports have been, at first blush, "interesting" to my reps. But virtually all of them have asked to be able to customize/filter the reports so that the Lead and the Organization reports only show the prospects/prospect companies that they're committed to attacking. Being that RTP was built around the premise of account-based-marketing (ABM), I should be able to set this up for each rep, but haven't quite figured it out. - Would I need to set up an ABM segment for each rep? - Can I customize the email report to show only their respective leads/accounts? Thanks!

Eric_Nguyen2 · ‎06-24-2014

I've been coaching them to use the Marketo Gmail plugin and they've been using it, but they're now asking if there's a way to schedule when the email gets sent. It turns out that they've historically used Boomerang to allow them to do this. That way, if they're working in the evening, they can schedule the email to go out early the following morning. I'm not aware of the Gmail plugin having this ability...but maybe someone out there has developed a solution that allows them to track emails AND schedule the email for a next-day send? Thanks in advance...

Eric_Nguyen2 · ‎02-27-2014

Hey David, Did you ever get your questions answered? I'm curious what you found out. Thanks, -Eric

Eric_Nguyen2 · ‎02-27-2014

Hey Ryan, Were you able to set this up? I might be interested in setting this up for our team... Thanks, -Eric

Eric_Nguyen2 · ‎02-25-2014

What format would work best for Outlook (Mac) and Corporate Gmail/Google Calendar? When I click on the link in Gmail, Chrome downloads the .ics file. And then when I click on the .ics file, it fires up Mac Calendar which does me no good because we use Google Calendar and Outlook on Mac. When I click on the link in Outlook, the file is downloaded. But when I click on it, iCal opens. Again, that doesn't help me. Thoughts?

Eric_Nguyen2 · ‎02-25-2014

Hi, Since the start of the year, we've been on a pretty aggressive outbound email schedule...and am now a bit concerned with our overall volume and how it could be affecting our reputation/deliverability. - Are there general guidelines as to outbound volume? - Should I not exceed a certain number of emails in a given week/month? - My unsubscribe rates have been low and steady...any advice on what to look for here? Thanks in advance for your time!

Eric_Nguyen2 · ‎02-13-2014

Thank you all for clarifying. I think you're right Josh, once MSI is installed into SFDC, all SFDC users should be able to see and use MSI as Sarrah pointed out. At least that's the case with us as well. I'm not sure if we've seen what Ed described, though. I was confusing the Marketo license/login and the MSI email plug-in license.

Eric_Nguyen2 · ‎02-13-2014

I just finished setting up Sales Insight and was getting ready to send invites to the sales team so they could login to Marketo. I was under the impression that in order to use SI, each rep would need to login to Marketo. However, I realize that they're already able to see SI in SFDC. What's the point of a Sales Insight/Marketo login when they're already able to see/use it in SFDC? Thanks...

Eric_Nguyen2 · ‎10-18-2013

I tried searching the community for any info on this but came up empty. Our team leader suggested using Google Hangout to power future webinars. I was wondering if anyone knows if Marketo supports Hangout or plans to? Thanks in advance...

Eric_Nguyen2 · ‎09-20-2013

We've been working on a new corporate website for the past 2 months. All the while, I've been building out Marketo using links from the staging site...with a "staging-www" built into the URLs. I've got a lot of programs built already and only recently realized that when we flip the switch to go live, the root domain will change. It won't have the "staging-www" in the URL anymore. Is there a way to run a "global" update in Marketo to all links that have the "staging-www" in the URLs? (e.g. image thumbnails, trigger campaigns for landing pages)? This would save me a HUGE amount of time reworking all of my programs and assets. Thanks in advance for your

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