Nicholas_Manojl
Level 6
I was a customer of Marketo for a few years and fell in love with the platform. Now I get paid to help others find the love.
Sydney, Australia
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415
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237
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17
Solutions
3 weeks ago
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
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11-17-2019
06:46 PM
If you have ABM, I like the Persona function: Using Personas - Marketo Docs - Product Documentation
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11-05-2019
08:59 PM
1 Like
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
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10-16-2019
03:37 PM
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.
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10-08-2019
10:37 PM
1 Like
- Developers require Admin access to access the Custom Objects/Custom Activities consoles. Ideally, this wouldn't be necessary.
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09-24-2019
12:31 AM
1 Like
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.
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09-23-2019
10:37 PM
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.
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09-23-2019
10:11 PM
What he said. What's the use case Sant Singh Rathaur?
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09-19-2019
11:08 PM
I'm not sure that link is relevant here?
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09-19-2019
10:19 PM
No.. I wonder if I would still do things the same as I was doing back when I wrote this. Probably not!
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09-04-2019
10:14 PM
2 Likes
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.
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08-26-2019
11:06 PM
I never considered it was possible to activate a Campaign is Requested trigger with an 'is any' operator.
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08-26-2019
10:55 PM
Do you use the Splash check-in and badge printing capabilities? If so, what was your experience with them?
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08-08-2019
06:51 PM
Hey Jo - yep, see here Using a Universal ID for Subscription Login - Marketo Docs - Product Documentation
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07-25-2019
08:03 PM
Perhaps consider sending your email in an Email Program and enable the headstart feature to alleviate some of the processing time concerns.
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07-23-2019
07:05 PM
3 Likes
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.
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07-23-2019
06:43 PM
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".
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07-23-2019
06:34 PM
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.
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04-28-2019
05:57 PM
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.. ?
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04-16-2019
10:30 PM
good call!
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04-16-2019
07:34 PM
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!
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04-16-2019
07:28 PM
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.
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04-16-2019
07:25 PM
>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.
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04-16-2019
07:11 PM
those my tokens won't render as anything other than the literal "{{my.textToken1}}"
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04-16-2019
07:04 PM
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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04-01-2019
10:02 PM
Yep - you can do this on the form: Edit: looks like you already knew this! There is a more programmatic way of updating the form validation message as here: http://developers.marketo.com/rest-api/assets/forms/examples/
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03-14-2019
04:01 PM
2 Likes
This side discussion abut the Do Nothing flow step.. It's time to test. Here's my leads I've qualified for my campaign: Here's my flow: Here's the expected result: 1. We either delete both leads, but only remove one from the CRM. 2. We only delete the 1st lead and the second lead passes through a 'Do Nothing' step. Here's the actual result: It looks like my initial hypothesis was correct.
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03-13-2019
10:51 PM
Well well well, there you go.
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| Location | Sydney, Australia |
| Date Registered | 05-04-2015 04:32 PM |
| Date Last Visited | 2 weeks ago |
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