Ken_Ungaro

Ken_Ungaro · ‎08-21-2019

The New Value field truncates after these 1900 characters... Appointment Set Date: {{lead.Appointment Set Date:default=Contact Engagetech Rep}}, Time: {{lead.Referral Program_Appt Date & Time:default=Contact Engagetech Rep}}, Is a cloud strategy in your plans for this year: {{lead.Referral Program_MC1: Cloud Strategy Plans:default=NA}}, Is current infrastructure on premise or outsourced: {{lead.Referral Program_MC2: Infrastructure Location:default=NA}}, Is your infrastructure (Servers/Storage/Networks) aging, depreciated or in need of upgrades: {{lead.Referral Program_MC3: Need Upgrades:default=NA}}, Does your staff have the skills you need to migrate and run IT in the cloud: {{lead.Referral Program_MC4: Staff Skills:default=NA}}, Does your current DR solution require two of everything-Two SANs to replicate across a geography with an expensive network connection: {{lead.Referral Program_MDP1: Two of Everything:default=NA}}, Does your current solution meet optimal RTO RPO recovery and restore times for each application or business unit: {{lead.Referral Program_MDP2: Meet RTO/RPO:default=NA}}, What technology and processes make up your DR plan today: {{lead.Referral Program_MDP3: Tech & Processes for DR plan:default=NA}}, Do you have a geographically dispersed DR Replication plan: {{lead.Referral Program_MDP4: Dispersed DR Plan:default=NA}}, Are you currently using Office 365. If not what platform are you using for your email: {{lead.Referral Program_MEUC1: Office 365 Email:default=NA}}, How many employees does your IT organization support: {{lead.Referral Program_MEUC2: Num of IT Employees:default=NA}}, What are your concerns about email security-phishing malware viruses and how are your current solutions working for that: {{lead.Referral Program_MEUC3: Email Security Concerns:default=NA}}, What percentage of your employees use their own mobile devices for work purposes and how do you support them currently: {{lead.Referral Program

Ken_Ungaro · ‎08-20-2019

I'm fairly certain it's the flow step text box because the text box stops letting me enter the remainder of the token values I am trying to concatenate. If I use multile "Change Data" value steps, the following one's would simply overwrite the previous ones as I only have one field in Salesforce that this data can feed into.

Ken_Ungaro · ‎08-20-2019

I have an instance where we have an internal form that contains 20 fields that need to be completed. In the flow step of the campaign push to SFDC, I have a step that concatenates the answers that the internal salesperson selected and/or typed in manually. We then dump all of the field names and answers in an "Additional Info" text field in SFDC. The campaign flow step apparently has a character limit that does not allow me to place all of the token codes into it. As a result, the data gets truncated at a particular character limit. I looked everywhere for the character limit for flow step characters but could not find anything related to that specific topic. Does anybody have another solution for capturing all of these data points and pushing them to SFDC?

Ken_Ungaro · ‎04-18-2019

I have a global form being used across multiple URL's on our website's Resource Center pages(outside of Marketo). Upon form submission on each of these pages, the user is delivered to a Marketo based Thank You page and an email containing a link to the actual asset (whitepaper, case study, etc.) is sent to the submitter. Process works great. However, the issue has been raised by the marketing group that they want each unique asset delivered upon form submission rather than telling the guest to check their email for the asset. Is there a way to do this without 1) Having to create a unique form for every landing page or 2) Having to create a unique "Thank You" landing page for every asset or 3) Having to create a token for every asset(pdf, whitepaper, case study)? What I am trying to achieve is serving a dynamic link or token that populates depending on the URL of the page the form resided on. Is this possible in Marketo?

Ken_Ungaro · ‎11-30-2018

In almost real time based on various native SF routing rules.

Ken_Ungaro · ‎11-29-2018

Thank you Jay. Yeah, the time window of 15 days has long expired unfortunately. 8 months ago.

Ken_Ungaro · ‎11-29-2018

Chris, I wish ours was that easy. We have internal Salesforce routing rules in place that the simple "Sync to SFDC" causes big problems for us. Thank you for your response though.

Ken_Ungaro · ‎11-29-2018

We often do not push a lead into a Salesforce campaign until they reach a scoring threshold but I have an issue where an existing lead in both of our Salesforce/Marketo instances was manually deleted out of Salesforce instance but NOT Marketo by one of my team members. The lead later came back in through another Marketo based marketing campaign and Marketo went to "update" the record in Salesforce but the update failed because the Salesforce record no longer exists due to my previously mentioned "delete". My question is how and where do I remove the Salesforce ID of the lead in their Marketo record OR is there a best practice way to get this lead back into Salesforce as a new lead? Many thanks for your guidance. Ken

Ken_Ungaro · ‎09-18-2018

Yes, completely agree Josh. Many people here (like most companies) want answers like these as a "just curious" request rather than asking what actionable intelligence is garnered from it. Just getting into RCE though. Thanks for the response.

Ken_Ungaro · ‎09-18-2018

I had an interesting request this morning that has me stumped. Seemed simple but not so much in Marketo. Does anybody have a suggestion on how to run a report in Marketo that will illustrate the best Open & the best CTR, by the day of the week? I don't put much weight in this metric because it all depends on SEND day but nonetheless it was an interesting question that senior management was asking about. Again the report needs to reflect OPENS & CTR by Day of The Week. Thank you for any suggestions or guidance. Ken

Ken_Ungaro · ‎05-18-2018

So I've come into an company with a really old instance of Marketo where dozens of people over the years have had their hands in the program and have long left. We have an absurd amount of templates in the inventory, many of which are no longer used but have been cloned at the campaign level on numerous occasions and customized for each campaign. So we recently built a new campaign with an outside agency. They used a "no template" for an HTML version of an email and we built an text only version using what we have as a "blank" template. Both of which are MSI enabled.and we use Salesforce as our CRM. My problem starts with the reporting aspect of the campaign upon testing. When I run the standard EMAIL PERFORMANCE REPORT and select the two versions of the emails, only the text version (MSI enabled) appears in the reporting. Then I created a SALES INSIGHT EMAIL PERFORMANCE Report and only the HTML version (MSI enabled) appears after having to try to locate the email by "Subject Line" rather than the actual email name.(grrrrr) There were 28 instances of the subject line to select from (grrrrr) so I selected them all in the Smart List of the report. Where did the 28 come from when there were only 13 sent through MSI? Why does one report show the text version metrics while the other shows the HTML metrics PLUS an additional errant & unrelated email in the MSI report? The unrelated email has a completely different subject line that I did NOT select in the smart list.

Ken_Ungaro · ‎01-22-2018

THANK YOU for your reply Devraj!! So based on your first scenario, essentially what I need to build is a total of 10 filters across the 11 emails for a total of 111 filters? Yikes, that was what I was trying to avoid. The scoring option might be my only option at this stage. As for the "Clicks" definition, I actually identified (in a condition) each of the links in each of the emails that I am trying to track so no other clicks within the messages would triigger this smart campaign

Ken_Ungaro · ‎01-22-2018

So I have 11 different emails that I am sending over an 11 week period. My sales team wants to only be alerted immediately after somebody clicks in ANY two or more combinations of the 11 emails. I am at a dead end trying to figure out the logic for the smart campaign that would deploy the alert. Does anybody have a recommended logic? Ken

Ken_Ungaro · ‎01-19-2018

Sanford, I've just inherited an instance of Marketo at my company and ran the standard "Possible Duplicates" query and I'm finding MULTIPLE people and companies using a 123@aol.com email address. We are integrated with Salesforce so I was wondering if THAT is how this could be happening? What say you?

Ken_Ungaro · ‎01-12-2018

So our organization is requesting that I build all new naming conventions in Marketo to match our salesforce instance. Not ideal because it is campaign based verses the tactical structure that I've grown to use in Marketo over the last 5 years. With that said, is there any operational challenges with using "underscores" between terms verses 'dashes", in marketo naming conventions? Furthermore, does anybody who is integrated with Salesforce have a good example of Marketo naming structures?

Ken_Ungaro · ‎07-08-2015

As the title suggests, I'm trying to find the definitive answer for this situation. If a recipient "previews" either my HTML or the TEXT ONLY version of my email in their Outlook Preview Pane, does Marketo count it as an "Open"?

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