Lauren_Aquilino

Lauren_Aquilino · ‎11-15-2019

If you have additional values you'd like to store about each object, I like custom objects for this, especially since you already have a custom integration. This keeps your field values cleaner and also allows for multiple inputs of each type as needed.

Lauren_Aquilino · ‎10-14-2019

You are at risk of triggering smart campaigns that reference score changes. This is, like Chris mentions, dependent on how your specific lifecycle processing is set up - but there may be others as well. Check the Campaign Inspector to see where that filter may be in use in your instance.

Lauren_Aquilino · ‎10-14-2019

They will not receive this email again. You will need to create a new asset if the intention is that they do receive it again.

Lauren_Aquilino · ‎10-14-2019

EDIT: The limitation was poor documentation of upsert functionality of the Bulk API for Custom Objects. You should be good to go this route. -- We ran into some limitations using the Bulk API for Custom Object updates. Let me check on the details, and I will update this post. If all 50k will not need to be updated daily, you may be better off using the Bulk for the initial load and the REST API for ongoing updates.

Lauren_Aquilino · ‎01-14-2019

Hi Elise, It'd be helpful to know more about why/when someone should transition, but Michael's guidance should give you a good start. I also use smart campaigns outside of the transition rules. Much easier to keep an eye on, and IMO a trigger is not necessary nor always helpful. Batch campaigns should work just fine. Lauren

Lauren_Aquilino · ‎11-29-2018

I agree with Tara. You cannot create custom objects natively using Marketo. Seems like a SFDC campaign should work just fine for these purposes. Lauren

Lauren_Aquilino · ‎11-29-2018

I use the standard Admin Report in SFDC to view this ( API Usage - Last 7 Days Report) Lauren

Lauren_Aquilino · ‎11-29-2018

I've done something similar in the past where you simply develop the email to look like a forwarded email with additional notes. It would live as a separate asset altogether to use as you wish. Lauren

Lauren_Aquilino · ‎08-07-2018

You can use a smart list trigger of "Email Bounces" and capture more details into custom fields with a few trigger tokens:

Lauren_Aquilino · ‎08-07-2018

You can also add on filters of "data value was changed" and "lead was created" (with "or" logic) plus some date constraints you are comfortable with which will allow you to only focus on new opt ins.

Lauren_Aquilino · ‎02-08-2018

+1 on this. Be careful fiddling with the first cast date. I've even seen it cast twice if updating the first cast date to the current date if the stream has already casted that day. Lauren

Lauren_Aquilino · ‎01-08-2018

I too see this error a lot - usually when I have multiple tabs open of Marketo!

Lauren_Aquilino · ‎01-08-2018

+1 on both subject line and tokens!

Lauren_Aquilino · ‎12-05-2017

If you would like to new qualifying records to flow through the campaign, you will need to Schedule Recurrence on the Schedule tab.

Lauren_Aquilino · ‎11-30-2017

Hi Theresa, Sure! You can definitely create a new Account Status Segmentation that will apply to your database now and allow you to show past reports based on those segments - the caveat being it will show what their segment is now, vs what it was when the email was sent. Lauren

Lauren_Aquilino · ‎11-29-2017

If you happen to be using Segmentations for these audiences, you can also "Group by Segmentation" in your Setup.

Lauren_Aquilino · ‎11-29-2017

Chris, Had you adjusted the time in the wait step at all after records were already in the flow? If so, the People remember the original wait period and would wait for as long as they were originally told to wait. It also gets funny when you change flow step order with wait steps - People remember the original order of the flow and which # flow step in the process they were to go to next after the wait step. Also - maybe just a bug

Lauren_Aquilino · ‎11-29-2017

If an email hard bounces, Marketo will mark the Email Invalid field as TRUE. It will not send an email to invalid email addresses, but they will still be included in smart lists unless you add the Email Invalid filter to exclude them. Lauren

Lauren_Aquilino · ‎10-20-2017

Hi Jill, Can you provide more information about your email program and status setup? Since statuses must be set up in Smart Campaigns, it's tough to say without seeing what you have going on. Lauren

Lauren_Aquilino · ‎10-20-2017

Hi David, Operational emails will in fact bypass any Unsubscribe or Marketing Suspended settings on a record. Use sparingly and only for critical/transactional emails. Lauren

Lauren_Aquilino · ‎10-19-2017

Hey Peter, I don't think you need a constraint on the trigger. It may not have fired again if the People were already members of the engagement program - they would not have been re-added. If I were you, I would probably just schedule the campaign to go out daily at a certain time, or manually run it. I would probably create a list, and set the smart campaign up this way: Smart list: Member of List = Facebook Lead Ads Flow: Send Email Schedule: Schedule Recurrence: Daily And then leave the smart campaign settings that someone can only flow through once. If you would like to have it run more often than daily, you could probably just upload to a list and then manually run each time you were in Marketo uploading the People anyway (or use the trigger "Added to List")

Lauren_Aquilino · ‎10-19-2017

Hi Peter, Triggers listen for something to happen in real-time, so if you added people to the program before activating the smart campaign, the flow will not execute. If you would like to manually send the email, you can use a Filter instead (they are green) for Was Added to Engagement Program. Lauren

Lauren_Aquilino · ‎10-19-2017

Hey Dan, I've been seeing this issue across several instances in the past month or so. As far as I can tell, the smart campaign does actually affect the correct amount of people, but the number displayed on the schedule is incorrect. The way I have "fixed" this is to make some sort of adjustment to the smart list, which seems to reset the schedule calculation. Lauren

Lauren_Aquilino · ‎06-08-2017

Vipula, Can you double check the Campaign Member Statuses of your Campaign in SFDC (using the Advanced Setup button)? If the statuses do not match the Program Statuses exactly, I have seen this type of behavior. Lauren

Lauren_Aquilino · ‎06-01-2017

+1 knak!

Lauren_Aquilino · ‎06-01-2017

How about: Smart list: Data value Changes: Implied Consent = True Flow: Wait 2 years (see ya later) If Opt In = False >Change Implied Consent to False

Lauren_Aquilino · ‎06-01-2017

Hi Caroline, Changing the program status automatically adds them to the first stream. I would use the wait step first and then use the "Add to Engagement Program" flow step. This will add to the program and stream in one step. Lauren

Lauren_Aquilino · ‎06-01-2017

I am not sure I am completely understanding without context, but you could possibly use wait steps in the flow instead. Smart List: Trigger - Data Value Changes Flow: Wait 7 Days, Add to List X Let me know if you need clarification. Lauren

Lauren_Aquilino · ‎04-03-2017

Sanford, Couldn't agree more. No reason not to use Marketo landing pages. There are other options for creating templated landing pages that don't give you the runaround. Lauren

Lauren_Aquilino · ‎04-03-2017

Hi Eitan, I hope you've found your answer by now - but in case anyone else stumbles across this I thought I'd reply. As far as I know, Unbounce only supports string fields. In the past, we have created separate Unbounce fields (string) to hold the data from Unbounce. From there, you can use smart campaigns to populate the boolean fields. Kind of a PITA. There are definitely more pros to just using Marketo landing pages and forms. Lauren

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