Carey_Picklesi7

Thanks! I edited the post to make it clear that it already exists and linked to an existing idea that addresses exporting the field. Let's give that idea some love ... View more

Courtney, I had no idea you could do that. All these years and I missed that. Thank you! I do think it would be excellent if you could export that as part of your field export.  ... View more

Hi Courtney   I'm actually speaking about the field management section. The goal would be to have an area in the field management section where you could put custom notes into Marketo about how the field is used. I made a quick example with pink text of what I mean. This would be a way to keep track of the fields that need a little more explanation or context. ... View more

Thanks for the additional information Sanford Whiteman‌. That makes more sense now. It sounds like the hard part is that you won't fully know or understand wrong results. Do you feel that a solution would include some sort of independent batch campaigns that look for inconsistent data and then fix it? ... View more

Thanks Sanford. What do you mean by Commit Latency? Would a longer wait step, such as 10 minutes, be useful for allowing all the systems to fire and populate the important data?  Given Rhune Kincaid's question, I still think that Option A is the best, followed by Option C. I only list Option B as a way to meet the request to have people added with a Lead is Created in the nurture program.  ... View more

What stands out to me are all the filters that you have in place. When a person is created they might not meet those filters, especially the ones that are Member of List. You also have the additional complexity of data being supplied by an API which may not happen at lead creation.  There are many ways to achieve your goal. Without knowing the inner workings of your system, I see a few potential Marketo solutions: Option A - Recurring batch campaign Smart List: --- All filters listed above Flow Steps: --- 1.  Add to Nurture The benefits to this are that it is clean and easy. Because your nurtures can cast daily, you would want to run this each night. Option B - If you really want a Lead is Created trigger 1. Create a separate smart list that meets your filters above (Customer = True, Marketable = True, etc) named something like "Customer Nurture Audience" 2. Change your "01 -  Add to Nurture" campaign structure to this:  Smart List: ---  Trigger > Lead is Created Flow Steps: --- 1. Wait 5 minutes (this will allow the data to catch up) --- 2. Remove from flow with constraint. If not member of "Customer Nurture Audience", remove from flow. If not, do nothing ---  3 .  Add to Nurture This is a straightforward to use the Lead is Created trigger, but it has 3 drawbacks. First, it has a heavy system load because it will fire for everyone in your database. Second, it has a wait step up front which means it is a lower priority to fire. In this case, I don't think its bad. Lastly, it is using an "Is not" filter against a smart list which is less than ideal. Option C - Create a helper campaign and static list 1. Create a static list called "Customer Nurture Audience" 2. C reate a campaign that adds people to this static list called "Add to Customer Nurture Audience" with a  structure like this:  Smart List: ---  Trigger > Lead is Created --- Trigger > Data Value change "Is Customer", new value = True --- Trigger > Data Value change "mkto_Emailable", new value = True [[[ Make a Data Value Change trigger for all the different filters you have above]]] Filters Is Customer = True mkto_Emailable = True [[[ Add all the filters you have above]]] **This is important because it looks for all the filters that you have above, but it also allows for the data to be updated in different orders. For example, if a person gets updated to a Is Customer = True after the lead is created, it will still add them to the list.  Flow Steps: --- 1. Add to List "Customer Nurture Audience" 3.  Change your "01 -  Add to Nurture" campaign structure to this:  Smart List: ---  Trigger > Is Added to List "Customer Nurture Audience" Flow Steps: --- 1. Add to Nurture If you want people added to your nurture every time you are created, this is the best way to do it. It is more work to set up and has more moving parts, but it covers the race conditions that come up when data values are updated at difference times. ... View more

If you aren't able to increase the audience size, which it doesn't sound like you can, you may wish to consider the difference between the A/B variants. Are they dramatic enough to draw different results? Sometimes people use tests that are too similar so its hard to get different results. I would suggest using stronger variations when you have a smaller sample size, such as: Plain Text looking vs HTML Subject lines that focus on different topics - If you have an email that has a single topic, find 2 different angles to presenting it (Such as (a) Save money by doing these 3 things and (b)Read this case study to understand how improve your processes) ... View more

One of the biggest issues that I see for customers is the content and quality of the emails. I generally ignore open rates since they aren't as reliable of an email metric. Therefore, I look more to click-through-ratio and custom conversations (such as did they fill out the form you wanted on the page where you directed them?) Was the content compelling enough for your audience to want to open the email? Did it address a pain point? Was there a solid reason - for the customer - to click through the email? If it was overly salesy or unclear about what the reader gets by clicking through, then you won't get good results.  People's inboxes are crowded so you have to show your audience that you understand them and offer them value. That includes offering them value for the time it takes to open, read and click an email. ... View more

How has this idea not gotten more traction in 4 years? It is definitely something that we need to review forms without the risk of accidentally approving a new version and creating landing page drafts. ... View more

Hi Henry, A few additional questions, will your form include any hidden fields, such Lead Source or other fields that will help you identify them? That will help. For the examples below, imagine that you use a field set "Lead Source = Web" + "Lead Source Details = Introductory Contact Form" To prevent records from receiving other Marketo emails In your other email campaigns, set a filter in your smart list Lead Source Details is NOT Introductory Contact Form" To remove records from Marketo after they complete all 3 emails and don't opt in Are you sure you want to delete them or would it be better to turn them to Marketing Suspended which will prevent them from being emailed, but will keep them in your system? I would recommend Marketing Suspended to preserve their history. Create a batch campaign that you set to recur daily or save to run manually at a time interval that makes sense (daily? weekly) Smart list Email is delivered = Email #3 Opt-out = False Flow steps Change Data Value; "Marketing Suspended"; New Value= True Add to list "Received introductory emails and did not opt in" if you really want to delete them, you can use the Flow Step - "Delete from Marketo". Will these records also be in your CRM? ... View more

I concur with what Veronica Holmes​ says above. If you are going to add field that blocks them from coming back to Marketo, a synctoMarketo field is the best practice. I would also recommend the following steps: - You'll need a way to alert the sales reps that the record isn't syncing to SFDC. (Consider showing the synctoMarketo=True/Falese or creating a Lead Stage that says "Disqualified. Deleted from Marketo" - Consider if there are ways that a record would qualify to be changed to sycntoMarketo=True and resync to Marketo. Is it because the sales reps moved them to a life style stage? Job title change? Whatever it would be, you may want to build a workflow in SFDC that changes synctomarketo=true Lastly, if you delete them from Marketo and they are still in SFDC, if that lead comes back into your system, perhaps via a web form or a list import, you are likely to create a duplicate record in SFDC because the record will appear as a new record to Marketo. ... View more

Absolutely! ... View more

Global forms are generally the way to go, as everyone has said. Here are a few other tips I live by: Make sure you include flow steps in your local campaigns to populate the acquisition program. With global forms, it won't necessarily chose the right acquisition program by default. Include the form type in your form name, such as CONTENT-FORM or DEMO-FORM so that it is clear what the intent of the form is If you plan on embedding the form on your website, it can be very helpful to include the form ID in the name for ease of search and relating it the code on your website. If the embed code is 1568, include that in the name like this CONTENT-FORM-1568 ... View more

Great idea Sanford Whiteman​ ... View more

Our company has a great blog post that covers what is necessary for a GPDR-compliant form as well as some visual examples: http://learn.perkuto.com/resources/gdpr-requirements-for-consent-what-you-need-to-know Regarding your question about how to track the details in Marketo about how a lead opted in, you have a few options. Create a Milestone interesting moment that records it when a person fills out the opt-in form. You could use system and trigger tokens to record the date and page, such as this: This person opted in to all communications on {{system.dateTime}} on this page: {{trigger.Web Page}} Create custom fields (may consider building these in your CRM first so they map correctly to Marketo for Opted-In Date and Opted-In Details. Opted In details could store specific details such as the page name or other ways you wish to track such as a specific campaign, such as "Whitelisting Campaign - May 2018" ... View more

Excellent Summary! There are so many game changes for day to day Marketing Ops teams. ... View more

Hi Josh, We do have the Lifecycle Stage field, but I have seen some instances where that is inconsistent with the actual stage. I don't have the ability to add Revenue Stage to a smart list. I have tried this in a few different instances and that functionality hasn't been available. ... View more

I've really enjoyed your Marketo-Fu videos so I am glad they will be coming back, and also so sorry to hear about Dory's daughter. I often find we all publicly talk so much about marketing and tech, that it is so refreshing to hear your candor about real life. It can be tough to balance it all, but I'm glad you took the breaks you needed and will be happy to see more video and Krewechats in the future! ... View more

Hi Greg! In the same way that you have multiple segments. I envision that the Revenue Model would show up as a column and then the stage would be the value in the field. If you had 2 models, it could look like this. If they weren't a member of a particular model, nothing would show up in the fields Name                    B2B Revenue Model      B2C Revenue Model John Smith          MQL                                   Mary Miller          Suspect Jennifer Jones                                             Suspect Mike Wilson                                                  Suspect Bob Brown                                                  SAL ... View more

It can be hard to get Marketo and Google Analytics to match exactly, but usually they are pretty close - especially for form fills. For GA, is is showing 20 unique views to the thank you page or just 20 views? I'm more concerned that you are only seeing 3 submissions in Marketo if you believe there to be more. Can you send a link to the page where the form is embedded? ... View more

The "Fills Out Form" trigger or "Filled Out Form" filter should work regardless of where the form is placed - On a Marketo page or embedded on a website. If you run that smart list as Matjaz suggested, how many form fills do you see? The other part of it is understanding how your Google Analytics tracks form conversions. Do you register a conversion when a person reaches a thank you page? ... View more

Congrats to everyone! Looking at the names, it is clear this is a group that deserves the recognition for always being so collaborative! Special congrats to my teammates Michelle Miles​ and Justin Norris​! ... View more

This is really helpful. Anyone trying to use a Mac to search archived folders will need to use the second option "Click in a section's search bar and click "Enter". Thank you so much for sharing! ... View more