Casey_Noland

Casey_Noland · ‎06-29-2017

Hi Ande, did you ever pull the trigger on SnapApp? If so, any insights of your own as to the benefits or any challenges in implementation/ongoing execution?

Casey_Noland · ‎12-01-2016

I have the same challenge. We have a module that's a simple horizontal rule type element, although it's achieved through a 1px border element with margins. Module itself works great but the auto thumbnail is the entire template which makes the module list long/confusing and makes the element itself harder to place as you need to grab the very top of the thumbnail in order to get the 'drop here' to display.

Casey_Noland · ‎11-18-2016

Are you sure these sfdc records are owned by a sfdc USER? If the record belongs to a QUEUE, the 'Sales Owner' name and email fields will be blank in Marketo. This makes sense as you wouldn't want to personalize an email as coming from or referencing "US Marketing Qualified Queue", etc. in an email.

Casey_Noland · ‎11-18-2016

I would check the records with blank 'Sales Owners' in SFDC. Most likely they belong to lead queues not SFDC users so aren't 'owned' by single person for personalization. For example you likely wouldn't want an email to come 'from' "Qualified Lead Queue - US".

Casey_Noland · ‎11-18-2016

'Sales Owner' is correct as it has replaced 'Lead Owner' (finally) after years of Marketing <> Sales terminology confusion. Not perfect but it's been rolling out with recent updates. Also, OP, keep in mind not all leads actually HAVE owners. If a SFDC lead is owned by a queue (not a user) that information will not populate the Sales Owner field as it cannot be used for personalization.

Casey_Noland · ‎07-28-2016

Definitely an area where Google upsets the Apple/Microsoft/everyone else cart.... Frustrating

Casey_Noland · ‎07-28-2016

New email template 2.0 system is a great step but one major missing element listed above that negates 90% of the value of variables in emails for us is non-inlining of CSS prior to send. Without it we still face the dreaded Gmail stripping of embedded css/classes.

Casey_Noland · ‎07-28-2016

This has gotten even more critical with the new email editor 2.0 in Marketo. The ability to use variables is great and *almost* has saved us from having to have multiple versions of each of our templates as our different channel teams use different color sets. However the dreaded Gmail issue plagues us as our classes changed by variables are stripped out... two steps forward 1.5 back... Big vote for automated inlining prior to send.

Casey_Noland · ‎05-13-2016

Hi Christine, this article may help you: Understanding the Email Analysis Area - Marketo Docs - Product Docs

Casey_Noland · ‎04-06-2016

Hi Derek, We've implemented this for some of our custom API ingest usages. I.e. created an "API Source" field and had the API write an appropriate name value to that field when records are created. The issue here is that this isn't something we're typically able to implement with the 'major' out-of-the-box plugins that we're unable to configure. We've also had the APIs add imported records to specific static lists and triggered off those 'Add to list' events. This is generally better supported but isn't as intuitive as an 'API Source' in my opinion. Thanks! Casey

Casey_Noland · ‎02-18-2016

We have fairly strict communication limits and some layered programs considered critical which are set to ignore them. The problem is we sometimes miss the fact that groups of leads are hitting limits and not being sent certain communications. We have smartlist subscriptions that match our communication limits but these show a lot of false positives as like I mentioned we have certain programs set to ignore limits. Would love to have a filter available for sends that didn't complete due to communication limits. This way we could subscribe ourselves to daily/weekly reports and more quickly and accurately react to these situations.

Casey_Noland · ‎01-05-2016

Just an FYI - I've run into some issues when using URLs in tokens. They work just fine but click tracking in emails typically fails. Marketo support looked into it on our end and advised us to keep the " http:// " local in the asset and only add the remaining URL through the token.

Casey_Noland · ‎12-09-2015

With the increasing amount of Marketo records being created and modified by external services/plugins bolted into Marketo using the REST API it is becoming very difficult to flow, classify and troubleshoot leads coming in through these channels. We can create multiple users with an API role and create multiple named key sets but we are unable to filter data by these more granular distinguishers. For example, if we use the Marketo API to collect leads from our webinar provider as well as our survey solution or through an external community site or WordPress instance we cannot run these leads through different flows or simply count the monthly totals separately. Adding filters (or relevant constraints) allowing the API Role or Service Name to add granularity to an increase in API activity is not only convenient but increasingly necessary. Especially when 'Lead Source' may not be useful as the lead is created elsewhere but modified by the API. Thanks! Casey

Casey_Noland · ‎10-05-2015

Does anyone have or know where I can find a list of email client user-agents Marketo tracks? Adding the "Browser" constraint and a value of "is not empty" I get a ton of results for my query, the issue is I'm trying to determine how many folks are using gmail and that value returns 0. I can't add "Browser" in a field view to browse values. Hoping there is a list somewhere.

Casey_Noland · ‎09-04-2015

What about situations such as Primary Platform: Windows Mac PC (*) Xbox Playstation Console (*) iOS Android Mobile (*) We can segment on specific platforms no problem but we would like the flexibility of the (*) segments where we can target simple groups. The actual data is all segmented, no group options.

Casey_Noland · ‎08-28-2015

You are able to access the raw numbers per each variant by clicking the download button (little grid with right facing arrow) within the "test view" dashboard of the email program where you ran the test. It's the graphic page with the comparison of clicks and open rates. You have to do some simple manual excel work (sum or delivered divided by sum of sent) to get comparison number for things like deliverable comparisons, but the export is divided by time period after send and is pretty good.

Casey_Noland · ‎07-17-2015

Only the templates within DS can be shared, would be nice to share email folders but it does not appear doable today. Our process, although convoluted, to share design studio assets between work spaces is: Create a folder in same workspace as DS assets within Marketing Activities that you will move to your new workspace Create a program in that same folder which will contain the emails and be moved Clone each asset required into that folder/program Move the newly created program folder (drag/drop) to your workspace [optional] Clone newly moved assets to Design Studio [optional] Delete program folder you cloned/moved to MA, leaving only the DS versions.

Casey_Noland · ‎12-30-2014

Same issue here.

Casey_Noland · ‎10-01-2014

Very interested in this as well. Scheduled email programs display well on new calendar but non-scheduled email send flows from smart campaigns do not. Any plans to support alternate scheduling approaches within smart campaigns, i.e. 'wait' events that trigger on specific dates/times?

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Date Registered	‎06-23-2014 11:02 AM
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