Darshil_Shah1

Darshil_Shah1 · ‎12-24-2020

@fishmatt33 As of now the process of running the application is not automated, but certainly a cron job can be setup for the same to automate the exporting the data out of marketo and importing in to Analytics without much effort. Also the application can be run based on the requirement and volume of data generated; in case of a busy and high end instance that essentially produces huge amount of data on a per day basis we can run application as often as daily to transfer the data, thereby avoiding the case of consuming a lot of API calls In-case we transfer huge amounts of data in single go! Thank you

Darshil_Shah1 · ‎12-04-2020

Yes, You're absolutely correct @SanfordWhiteman! Thanks 🙂

Darshil_Shah1 · ‎12-04-2020

Hi All, I have a small query regarding the insight dashboard, as you can see in the attached image (Image Credits: Marketo Docs ), I know that stars represent the relative score and the flames represent the urgency score, also the score fields for stars and flames can be configured in the marketo sales insight admin settings (default is the lead score for both the stars and the flames), what I don't know is what does the value +2614 represent, since it has the sign it is quite imperative that it represent the score change but I am not sure what score change is it talking about, is it person score, behavior score, demographic score or is it overall score change (i.e. sum of score change of all scores) I tried searching this in the product docs and communities but could not get an exact tot he point answer for this, can anybody help me with this? Many Thanks,

Darshil_Shah1 · ‎11-25-2020

Thanks Sanford for your input, seems like Send Alert is only way out to achieve this (given that client does not want to create distribution lists!), major con here being the loss of reporting data as alert emails aren't tracked by Marketo. Thanks to others as well who helped me out with their opinions/view-points. Appreciate it.

Darshil_Shah1 · ‎11-22-2020

Thanks everyone for your inputs. So talking about the requirements, I am working on an order approval notification related email where we need to notify customer that their order has been submitted for approval - business wants to have the admin/business folks (who will work on whether to approve or reject order) to be CCed with the email sent to customer. The email has order related information and hence we are using CO plus velocity for the email (not important here, but mentioning here if someone is curious). And there can be atmost 10 people that can be CCed based on the order items/order values. A bit weird requirement but business is a medical and healthcare client hence they want to have complete transparency to business/admin at multiple levels. Please suggest any alternative approach/workaround that can be used here. Thanks.

Darshil_Shah1 · ‎11-20-2020

Hi All, I know we can enable up-to 25 email fields to be used as CC fields in the email section under admin. But is there any limitation on how many of these 25 Admin enabled CC fields can be used at a time in an email? I went through the Email CC (https://docs.marketo.com/display/public/DOCS/Email+CC) page on the marketo docs, but it doesn't say anything about this. I tried testing this and found out that we can only select upto 5 fields in the email at a time- even if there are more admin enabled email CC fields - Can someone please confirm if this is the correct finding? Are we only limited to have upto 5 CC recipients in an email? Thanks for your time.

Darshil_Shah1 · ‎10-29-2020

Thanks Harish Bhai! 🤗

Darshil_Shah1 · ‎10-29-2020

As a part of my quarterly firm initiative for my organization - I went ahead and built a custom ETL tool for marketo that can export, list and visualize all the different assets in a manner that is more customizable and makes more sense to business. The complete tool uses several of the marketo's REST API endpoints to export the data which is then transformed and then the same data is used in the tables and plot graphs. The complete tool including front-end, back end and Marketo REST APIs has been developed by me. Please let me know your thoughts and suggestions on this. Current Capabilities of the Application: Seamlessly export details and performance metrics of marketo assets remotely (No need to log-in to instance!) using Marketo REST APIs. Currently application supports exporting performance metrics for email assets, forms, landing pages, programs, smart campaigns, segmentation and snippets. Visualise the performance of assets in real time using graphs e.g. compare performance metrics (sent, delivered, opened, clicked, unsubscribes) for all your sent emails graphically! Filter and sort exported asset details using by asset name, id, metrics, workspace using a single search bar. View data of multiple marketo instances by providing Instance URL and API user details of each account. All the API user details and Instance data is stored on AWS Managed Relational Database, improving security and performance of local application server. Ability to export the data to third party tool like Adode Analytics, Power BI etc. (requires proper configuration/setup of the tool before ingesting data from application). Please note that I have used sandbox marketo instance. Marketo Campaigns Marketo E-mails Marketo Forms Marketo Landing-Pages Marketo Programs and Channels Marketo Segmentations Marketo Snippets Thank you.

Darshil_Shah1 · ‎10-27-2020

Thanks so much Sanford! 🙂

Darshil_Shah1 · ‎10-27-2020

Wouldn't it be great to have a clone feature for marketo custom objects - using which we can re-create a similar CO quite easily and quickly. 1. When you forgot adding a link field - you cannot edit a CO to add a link field once it is approved - Quick cloning and adding required link field would be great to have. 2. If you are making a similar CO for some other use case as you might not want to share a single CO space for 2 different use cases - It would be great to have a clone feature in such scenarios 3. CO allows 50 fields - in-case you have alot of fields it is quite cumbersome and error-prone when you want to create a new CO with same/similar fields to already an existing CO. It is not a must have feature but it would definitely be a good add-ons and indeed a blessing for the folks who are working regularly on Custom Object.

Darshil_Shah1 · ‎10-26-2020

Hi Marketo Community Members, I am working for a client who is using Marketo as Marketing Automation tool for sending out transactional emails like Order Confirmation emails/Cancellation emails/Quote Request Emails/Smart Cart etc etc. (In total there are around 7-8 use-cases for CO related emails) Since I need to display the product related information in the order I am using CO for handling the same. I am using $TriggerObject for referencing the CO fields in velocity script, as of now I am having around 6 different COs for handling all kinds of emails - Since most of the fields in the emails are same - I was thinking of making a single CO which includes all the required fields for all different kinds of emails (total fields in this single CO will be <50 as per my calculations, so no issues # of field wise). Along with that I can have a field dedicated to identify the email to be sent (e.g. Order Conf mail/cancellation email etc.) I can use this field value as a constraint to the CO record is created trigger smart list trigger. My only concern is as long as I use $TriggerObject in the velocity would there be any case where my script would not be thread-safe - (i.e. different data sent in email than intended since at a single time there will be multiple instances of CO record creation with different data for different types of emails) - is there any limitations on parallel processing w.r.t. CO that could be a bottleneck that might cause any errors? Also I have a separate dedupe field as a primary key & a separate link field which connects to Person object's ID field in the lead database FYI. I tried searching the same on docs but I could not find any much helpful answers., hence Any thoughts on this could be helpful - thank you.

Darshil_Shah1 · ‎10-09-2020

Thank you Sanford, this is exactly what I was looking for 🙂

Darshil_Shah1 · ‎10-08-2020

What is the default order in which custom object records are stored? So if I have multiple records in the CO what will be the 0th record by default ? Will it be the record which has been CREATED latest? Or does it follow some other order?

Darshil_Shah1 · ‎08-11-2020

Thanks Amit this helps. Since its not mentioned in the docs wrt no. Of records I believe for the POST request the capping would be based on the size of payload data and not the record counts.

Darshil_Shah1 · ‎08-11-2020

Is there any capping on the maximum number of records that could be added in a Custom Object in a single POST API call (/ rest/v1/customobjects/{name}.json) for any kind of marketo subscription (Licensed/Sandbox)? Also I have the same question for the retrieval of the custom object records using the same endpoint (rest/v1/customobjects/{name}.json) - GET Method. Thanks 🙂

Darshil_Shah1 · ‎08-04-2020

Ohh okay..Apart from that I guess we don't have any other option right? Thanks 😊

Darshil_Shah1 · ‎08-04-2020

I tried this already but seems like filterValues and filterType works only for lead API, for asset API it is simply as good as nothing. My API Endpoint for your ref: https://XXX-YYY-ZZZ.mktorest.com/rest/asset/v1/smartCampaigns.json?access_token=xx&token_type=bearer&maxReturn=200&filterType=type&filterValues=trigger

Darshil_Shah1 · ‎08-04-2020

Yes thanks for suggestion but I guess I could not retrieve the trigger campaign list programmatically using Campaign Inspector..

Darshil_Shah1 · ‎08-04-2020

Yes Tracey's concern is right. This happened to me few weeks back, I was setting the attribute to datetime value instead of date only value and it was throwing an error, as soon I used the Date only format (YYYY-MM-DD) it worked like charm.

Darshil_Shah1 · ‎08-04-2020

Hi, I have been working on an assignment where I need to export all the trigger campaigns programmatically using Marketo API, as I have read the marketo docs and API docs throughly I did not seem to find an API call for the same. It would be great if someone can guide me in achieving the same if it is possible/not possible, if its possible then request you to provide an approach for the same. Thanks 🙂

Darshil_Shah1 · ‎08-03-2020

Create a smart campaign with was sent email ‘email name’ AND Not Opened Email Inactivity filter use Date of Activity Constraint and Minimum number of times Constraint (set it as 2), select change engagement program cadence set it as paused in the flow step.

Darshil_Shah1 · ‎08-03-2020

Try {{trigger.Trigger Name}}

Darshil_Shah1 · ‎08-03-2020

The email content will be created at email sent time, not email open time. After that, what's in the recipient mail box, cannot be changed. The only content you can change is image, but not the URL as that is the part of email content already being sent and present in the recipient's mail box, but you have to be careful with this that not all browser/security setting allow the downloading of images b default when the user opens the email, so reception for the new content (images) would be limited to the people enabling images.

Darshil_Shah1 · ‎08-03-2020

You need to setup custom activities and fields in marketo and post that you need to Enable the sync conversion and sync activities to let the data from oktopost sync back to respective marketo fields. This guide has all the information you will need to setup this integration and sync data back to marketo from the oktopost. I believe post this you will be able to use all the data in smart campaigns and even update the interesting moments as per your requirements.

Darshil_Shah1 · ‎05-29-2020

If you use a lot high end velocity scripting for lead involve Custom Objects and their properties into the script and perform sorting and filtering math operations. Those high-end features can add latency in email delivery as more processing has to be done these delays can range from milliseconds to even a few seconds, also the size your smart list for email send will also affect the processing time. Also regarding soft bounces, I believe a correct working scripting does not cause a soft bounce however a Velocity token parsing error does results in a Soft Bounce.

Darshil_Shah1 · ‎05-29-2020

If you wish to transition exhausted leads of one stream to other stream the simple way is to use a Batch Campaign with following Smart List and Flow rules: Smart List Filter: Flow: Also Exhausted Leads are not in any case lost, exhaustion simply means that there is no more content in the stream to send them, as shown above you can change stream of such leads or add more content to the existing stream so that they start receiving content.

Darshil_Shah1 · ‎05-29-2020

I will explain the complete process hoping that it would clear your doubts - When a lead enters the marketo system, it goes through several stages before it is won or lost(these stages are of-course configured as per the requirements e.g. Known, Engaged, MQL, SQL, SAL, Oppurtunity, Won/lost). With the SFDC configured with marketo a lead is synced with the SFDC, and as the lead progresses and reaches the threshold setup for the SQL, Sales will examine things like the lead’s job junction, company size, and industry classification. When they, determine that based on these factors, the person with a raised hand is ready to be called on, the lead is sales-accepted. Post that if all goes well the lead is converted by Sales team in SFDC. When you convert leads, Salesforce creates accounts, contacts, and, opportunities using information from the leads you’re converting. Now in the back-end all the updates made to the lead on the SFDC side (SQL, SAL, Convert to Oppurtunity, Close) are synced back to marketo and the same is taken in to account for generating the reports. Also marketo has one flow step "Convert Lead" which could also be used for generating opportunities (and this will also be included in reports along with ones synced back from sfdc) When you use the Convert Lead Flow step it will convert your lead to a Contact and create a new Account and Opportunity as Marketo unfortunately cannot convert the Lead into an existing Account, because it can't determine automatically which Account to convert the Lead into. Thus, this flow action is not recommended, as it will create duplicate Accounts, hence conversion from CRM is always recommended. Hope this helps 🙂

Darshil_Shah1 · ‎05-28-2020

Let us know if you face any issues in configuring the MSI. 🙂

Darshil_Shah1 · ‎05-28-2020

Priority has to be configured as the Engagement field in the sfdc. So if you configure the Engagement field in the sfdc like you did for other fields it should resolve your issue. Marketo should update this in the doc to involve this point under the MSI - SFDC configuration setup doc.

Darshil_Shah1 · ‎05-28-2020

Does the lead data have a special character or a symbol in it? Many a times registration errors are caused by "invalid" symbols in the name, title, or email. For example, if there is a "|" in the value. Other reasons could be like the field data is too long.

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