Nicholas_Manojl

Nicholas_Manojl · ‎03-20-2020

What was it? A generic extension that worked with a tinymce or something targeting Marketo?

Nicholas_Manojl · ‎03-09-2020

I'm probably just reiterating the other post here, but anyone in the wait step would be "stuck", and the wait step wouldn't be re-evaluated for the date change. For what it's worth, the assets would have displayed the correct date at time of delivery. I'm not totally sure of myself which route I'd recommend in future. In theory, I like the way you've set things up, probably moreso than just Run Later feature on the schedule tab. That said, if you anticipate lots of changes to the date generally it might be the better way to go.. so you can just adjust the schedule as needed.

Nicholas_Manojl · ‎03-09-2020

I can definitely imagine it will change the way people operate in Marketo.. ..but, I think it reaffirms more than ever the need to think about your customer lifecycle. Think about what your emails are trying to achieve - move people down the sales funnel.. this can be achieved with a lifecycle stage or an update to a field value, which isn't impacted by the data retention policies. Simiarly, as Sandy mentioned, using program membership will help address the need around attribution and influence. Does it matter if we have a view into if someone was sent a newsletter 18 months ago vs not? I'd argue.. probably not. What are some examples of some campaigns or use-cases that you have that will be impacted by the change in policy? We could help brainstorm around them?

Nicholas_Manojl · ‎02-03-2020

Ask someone with Admin privileges to double check your user role still has access to the Mobile app. https://docs.marketo.com/display/public/DOCS/Grant+Users+Access+to+the+Check-in+App

Nicholas_Manojl · ‎01-24-2020

No. Only whether someone is a member or a campaign.

Nicholas_Manojl · ‎01-20-2020

Only those listed here:

Nicholas_Manojl · ‎11-17-2019

If you have ABM, I like the Persona function: Using Personas - Marketo Docs - Product Documentation

Nicholas_Manojl · ‎11-05-2019

I'm not sure I fully understand your question. # if ( customObject . get ( 0 ) . fieldA ) This only shows if they have a value in fieldA #end‍‍‍ ‍ ‍ ‍ or potentially you mean, how do I stop the null value from showing the reference? You can prepend your field reference with an exclamation mark: $!customObject[0].fieldA

Nicholas_Manojl · ‎10-16-2019

Hi Vikram - turns out my suggestion is on the 'we already have it!' list. I was unaware we could create a user role with defined Admin privileges.

Nicholas_Manojl · ‎10-08-2019

- Developers require Admin access to access the Custom Objects/Custom Activities consoles. Ideally, this wouldn't be necessary.

Nicholas_Manojl · ‎09-24-2019

If you really want to create a Lead, you can run a Contact through a Sync to SFDC flow step and assign them to a Queue. This will create a duplicate Lead. It's not a good idea though because we won't ever have an association between the Lead and Contact, and they will be two independent records. Depending on what CRM or software you've used before, this is either a really weird concept or a perfectly logical concept. For my Marketo brain (and because of the way Marketo works), I definitely don't want to have a Lead and a Contact of the same person without any association.

Nicholas_Manojl · ‎09-23-2019

I see - in that case, you might want to check to see if you have a 'Person is created -> Sync Lead to CRM' trigger enabled. You control when leads that are created in Marketo are synced to SFDC. If you have this trigger enabled, anyone that fills out the form, including dummy/test/internal leads will end up in SFDC. If you alter the trigger (for example, by excluding people with an email address from your company), then you'll be able to fill out the form and not have the data synced to SFDC.

Nicholas_Manojl · ‎09-23-2019

What he said. What's the use case Sant Singh Rathaur‌?

Nicholas_Manojl · ‎09-19-2019

I'm not sure that link is relevant here?

Nicholas_Manojl · ‎09-19-2019

No.. I wonder if I would still do things the same as I was doing back when I wrote this. Probably not!

Nicholas_Manojl · ‎09-04-2019

Fine effort Sandy! I enjoyed that! Whilst I wouldn't use the examples (well, you never know), I love the little tidbits of information. For example, so that's how they do paused/resumable downloads.

Nicholas_Manojl · ‎08-26-2019

I never considered it was possible to activate a Campaign is Requested trigger with an 'is any' operator.

Nicholas_Manojl · ‎08-26-2019

Do you use the Splash check-in and badge printing capabilities? If so, what was your experience with them?

Nicholas_Manojl · ‎08-08-2019

Hey Jo - yep, see here Using a Universal ID for Subscription Login - Marketo Docs - Product Documentation

Nicholas_Manojl · ‎07-25-2019

Perhaps consider sending your email in an Email Program and enable the headstart feature to alleviate some of the processing time concerns.

Nicholas_Manojl · ‎07-23-2019

The workspace is where you store your assets. The partition is where you store your data on a person, including whether they are unsubscribed or not. You can have someone exist in more than one partition (as a duplicate), and this record could have a field value 'unsubscribed = true' whilst their duplicate record is 'unsubscribed = false'. But.. Marketo has a feature called Durable Unsubscribe, and the fact one of the records is unsubscribed will also automatically unsubscribe all other records. So strictly speaking, when discussing the Unsubscribed field, the answer is no, you can't have separate unsubscribe settings for each product/workspace. But you can certainly implement a preferences centre type setup / custom fields to manage this - you'll just need to include these when you build your smart campaigns.

Nicholas_Manojl · ‎07-23-2019

I suppose one way you can record all the UTM history in one field is through a change data value on an additional field you've created called 'UTM History'. You can change the data value to {{lead.utm history}} + {{lead.utm campaign}} If your existing utm history field contains the values "Email" and your new utm campaign field contains the value "Webinar", it will write "Email + Webinar".

Nicholas_Manojl · ‎07-23-2019

No, you can't view these through the UI. You can query the API, or you can associate a lead (a test lead) with your external sales person field.

Nicholas_Manojl · ‎04-28-2019

Any thoughts as to why that is necessary? I can see the referrer being necessary if it was a 'Visits web page' on the thank-you/goal page.. ?

Nicholas_Manojl · ‎04-16-2019

good call!

Nicholas_Manojl · ‎04-16-2019

Sorry, what i meant was that I see lots of people creating temporary fields to solve individual business processes and ending up with a hot-mess of data and confusion! I'm certainly not diminishing your input here, which is wise as always!

Nicholas_Manojl · ‎04-16-2019

that's clever! Add Choice If email address = "youremail@company.com", request campaign w/webhook that posts to Slack Else do nothing Wait 15 minutes Send Email (not sure how you're going to extract send size etc.. but you might get lucky with your {{trigger.token}} resolving to the name of the program you're going to send.

Nicholas_Manojl · ‎04-16-2019

>Proxy fields are frankly underused yet also totally abused.. ask yourself OP - which address am I going to trust when I have a separate address in "Address" and "Proxy Address"? you specifically said "one form", suggesting you have other forms where it is OK to update the address field.. this leads us to a proxy field discussion. On the other hand, if this is not the case, I recommend you research "block field updates" functionality, which will be a global ability to stop a form from updating an existing value on a particular field.

Nicholas_Manojl · ‎04-16-2019

those my tokens won't render as anything other than the literal "{{my.textToken1}}"

Nicholas_Manojl · ‎04-16-2019

Just about any sms gateway works the same way in regards to a response. They make a call-back to a URL of your choice with the details of the SMS response. Are you sending from a 'word' or from a dedicated phone number? If you're sending from a 'word', such as your business name, someone can't reply and a two-way integration isn't possible. If you're replying to a number, the sms gateway can post the details of the reply, such as the phone number and body to the callback URL. This callback URL hosts an application which pushes the details over the REST API back into Marketo and can look up the person by phone number to associate the right person. (Do you have records with duplicate phone numbers?) Your smart campaign is listening for a data value to be updated and can act accordingly. What value are you really getting here? Do your customers like being told exactly what they can respond with ("YES", "NO", "STOP") to a phone number they don't recognise? I'm not saying these aren't useful ways of interacting with your customers, but what about the times when someone replies to an SMS with something other than one of these predefined words? Are you monitoring your SMS responses? A lot of people will sell you on the dream of a two way integration, but I'd introduce the simple workflow of linking to a landing page/form with a one-way SMS to achieve a similar outcome as an alternative to the effort involved.

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