Tamara_Johnson

Tamara_Johnson · ‎05-05-2021

I just learned this today, but its coming from the Client example and nothing that you are doing. Outdated clients can be removed since they won't be useful. It won't affect your testing.

Tamara_Johnson · ‎04-27-2021

I've never seen that before, is the problem still happening or did you find a way to solve it?

Tamara_Johnson · ‎04-19-2021

Courtney this is excellent. I also watched your Marketo webinar a few months ago when you presented. It was on a totally different topic. Yes I would like to connect with you a bit more about that integration.

Tamara_Johnson · ‎04-06-2021

Just following up for anyone who would like to discuss some of the work they have done with a non-SFDB Marketo implementation.

Tamara_Johnson · ‎04-06-2021

This is helpful, thank you!

Tamara_Johnson · ‎03-29-2021

Check in Admin ^^ and go to Field Management

Tamara_Johnson · ‎03-29-2021

Are you trying to ID the records that do not have a contact type labeled, are in Marketo, but not in Salesforce?

Tamara_Johnson · ‎03-25-2021

Are there any Marketo administrators using the product without integration to Salesforce, preferably their own CRM? I want to connect to admin who have used different scenarios of use for custom objects, custom activities, scoring, best use for firend creation, and interesting moments. We have used Marketo for a little over 3 years with our own custom built CRM. We've done a ton of great campaigns, but are always searching for new techniques to improve. We know that a majority of users have SFDB but would like to connect with members who are not using the platform. I know that is a pretty broad question, however it would be helpful to connect to members who are unique for Q&A. Thanks!

Tamara_Johnson · ‎07-17-2020

Thanks everyone, The webhook is not launching for some. We don't have a failure code. We have the wait-steps to put some space between the processing from what goes from Marketo into our CRM. In some cases before when we stacked the flow logic to "Send Email > Change Data Value > Launch Webhook" we'd lose the campaign code or the contact's previous campaign code would be in the launch notes and would confuse our reps. I removed the referrer and kept the form since it is unique to the landing page and the form is not living on another page. I did lessen the wait-step to 10 seconds from the original 2-mins. Going to see if this works.

Tamara_Johnson · ‎07-15-2020

We have a trigger program for "Fill Out Form" with a referrer link. The flow step is to: Send Email; Wait 20 minutes; Change Data Value to the UTM-campaign; Wait 2 mins; Call Webhook. This will send a PDF Sample in email to the contact who filled out the form, and launch a webhook to our sales team. We have found that some people who fill out the form are getting the email while others are not. Also the webhook may not launch for a few. We have checked to see if some have unsubscribed, been blacklisted, or are in the Marketing Suspended table which they are not. We have looked at the activity log and see the action of the form being filled out but the email is not sent. So wondering why this would happen, and if anyone has experienced this. We have a support ticket in but also doing research here for feedback.

Tamara_Johnson · ‎05-20-2020

Thank you for the advice, I'm going to add it all to the template and see what happens. So far since this post 3 weeks ago, we have had several webinars, the attendees are registering in Marketo after the web event ends. I still can't get Zoom registrations to come back to Marketo and that is due to the client not having that option. I haven't got feedback from Zoom on the update so I will continue to research it.

Tamara_Johnson · ‎04-17-2020

Thank you so much! I had to contact Zoom directly. Before that I did read tons on the JWT App and understanding the credentials needed. I found that Zoom has made some security updates so I was able to get the Attendees to show up in Marketo. I found the API Call Log in the Marketo App for zoom and I also found that our Zoom instance is missing an integration option. For now I am waiting for their response, but I am happy to see the contact info updated from Invited to Registered, Attendee and No Show automatically. I am having an issue adding custom tokens to Marketo since it's not allowing me to do so on the Event Program. Any help on that will be great. Also for the webhook - should I add the webinar ID to the URL header in or keep this in the payload? If I cannot add a {my.zoomWebinarId}} token to the Event Program, I'm not sure how to add it at all. These are the instructions I have gotten from online resources Webhook Name: Zoom Webinar Description: Webhook used for Zoom Webinar Registrants URL: https://www.zoom.us/v1/webinar/register?id={{my.zoomWebinarId}}&first_name={{lead.First Name:default=xxx}}&last_name={{lead.Last Name:default=xxx}}&email={{lead.Email Address:default=xxx}}&api_key={{my.apiKey}}&api_secret={{my.apiSecret}} Request Type: POST Template: {blank} no value required here. Request Token Encoding: None Response Type: JSON This is the web hook I built. ("ourwebsite" is just a mask, not the name, that refers to the unique Zoom URL we have) https://ourwebsite.zoom.us/webinar/register/?id={{my.zoomWebinarId}} Template: first_name={{lead.First Name}}&last_name={{lead.Last Name}}&email={{lead.Email Address}}&api_key=our marketo key from Launch Point Service &api_secret= the secret ID from the launch point service. Should this be in the URL entirely instead of separating?

Tamara_Johnson · ‎04-17-2020

Hi Jake, I'm not sure if you are using the Event Program to capture your webinar registrations/attendees but did you think of doing an Email Send outside the program with a custom email? What I would do is create a static list of everyone you invited (Member of Program) from the event program, and use this as your batch for the Email Send program. Then in the dashboard of the new Email Send program just check Recipient Time Zone. It won't hurt your Event Program if you send the email outside of it, since you are alerting registered or invited guests. In your spare time, you can create Smart Lists with filters by state - and call the Smart Lists: EST, PST, CST, MT, Hawaii (HST) and Alaska (AKST) yes you will experience some overlap but not too much cause concern. Your contacts will be in their own lists. The only caveat are leads who do not have state, city, or zip in their contact data - if they come from Google, FB, or any form that did not collect that data, or your trade shows, you will miss out on them getting into those smart lists. The custom smart lists are time consuming but it's a 1 and done scenario. Then you can use those lists to make new campaigns/promotions/nurtures for locales. Just look for a map online and go by states, and the timeline borders will be visible enough to view. On your send schedule for the batch list (once you have the smart lists finalized) you'll set the send time to correspond to each and then have a staggered send per batch run. So if your in LA and your send to folks in NY just do the conversation on PST vs EST, and go from there. For the webinar - do the Email Send as a solution - it will be a little faster.

Tamara_Johnson · ‎04-01-2020

I definitely need help on the API Key for a Client ID and Secret ID as well as understanding if we need custom objects. We will run only 1 instance of Zoom, and we have the program connected to Zoom in Marketo, we can get registrations through the form, but any registrations inside of Zoom that were not captured by our form is not linking to Marketo. I assume this is why the request campaign trigger is needed. And I'm not sure about the webhook. How is that used to send back to Zoom and Vice Versa?

Tamara_Johnson · ‎04-01-2020

I'm in the midst of integrating Marketo with Zoom. I've gained success with adding Zoom's service to LaunchPoint. The webinars in Zoom are seen in Marketo when I set the Event Program. That comes through fine. I also am able to get Registrants through to Zoom from the Marketo Form and trigger campaign. The issue I have now is getting the attendees to pass through Marketo. I have found 2 great documents below with steps on integration but I think it may be overkill for our set up. And I am not getting the results I need without exporting the Attendees out of Zoom and uploading an external list. Here's our set up, so if you are an expert, please reply. We don't use multiple instances of Zoom. We will have 1 webinar hosted, recording at one time. Not several happening at 1 time. I have added the Zoom Webinar App for Marketo in our Zoom licensed account. I understand the webhook needed is for Zoom to Marketo and vice versa but I am not clear building a unique API User Role and a Custom service to pull the Client ID and Client Secret ID. I built them but again, I have no idea what is their role. I built a webhook with the Client ID and Client Secret ID but again, what should I build on the Marketo side? I have read about the Request Campaign Trigger to help with Registrations but what about Attendees? How are they bought over. I created custom objects for Zoom Webinar Other Info but are they useful to bring poll and Q&A info over? How will the API do this? I keep reading in need : JWT apps provide an API Key and Secret required to authenticate with JWT for the Marketplace App - again if this is needed, where would I add this? To the webhook? I feel like we are 75% there but still far from getting the attendees. We plan to build our own emails (and understand the tokens) for registration - but the JoinURL link, should this be a custom object? Again - any help will be fantastic.

Tamara_Johnson · ‎04-01-2020

I'm new to Zoom + Marketo integration as well, and this is the exact issue I experienced today. I assume you went through the documents below and followed all the steps to still feel a bit confused. What I found is if you go back to Marketo > Admin > Installed Services > Launchpoint > Installed Service and get rid of the Custom Service you created for the API Key and Secret code - because you probably built that following the tutorial steps. Don't delete the Zoom tool that you linked in the drop menu, just delete the Custom one you made to hopefully process the Attendees -- I found that breaks your connection with Zoom, That's all I can give you right now - I am still searching how to get Attendees and No Shows into Marketo. I found the info below to be great but some of the steps are unclear or they leave just 1 or 2 pieces out that will get you to fully integrate. Zoom Integration Process API Calls https://support.zoom.us/hc/en-us/articles/207267346-Setting-Up-Zoom-for-Marketo Logic Build https://nation.marketo.com/t5/Product-Discussions/How-to-Integrate-Zoom-with-Marketo/m-p/161488#M113618

Tamara_Johnson · ‎10-28-2019

Good insight - thank you, the great news is the campaigns worked as anticipated. The recurring batch populated the campaigns, the wait steps show the pending sends - so we are good to go. Checking our emails sends over the weekend, and they were perfect.

Tamara_Johnson · ‎10-25-2019

I've found info on creating campaigns to send an email on a client's birthday. The campaign is launching correctly. However, we have more campaign members added and I did not see the list increase. The original run started @ 626 with 549 in waitstep. Once we update the DOB for clients the members should be 1,347 with others in the pending waitstep. The Flow step is the same for both - just a different email sent. I have 2 Trigger Campaigns since the groups need to be separated for 2 different emails: 1 group has 1,247 members, the other will be 100 members. The trigger campaign that has 626 members worked without stacking the Data Value Changed trigger + filter - we want to make sure it is secure - so we added the filter to the logic. The remaining logic that you do not see has filters used for most campaigns and have worked in the past. The recurring batch has 1,246 and is scheduled for every day @8am. The second Recurring batch has 100 members. Yet, this is not showing for the trigger campaign #recurring batch campaign‌ #birthday‌ #trigger smart campaign‌ #campaign is requested‌

Tamara_Johnson · ‎10-24-2019

Yes, that would be right. For what we are doing we have a welcome program with 4 primary emails. It will be successful if the lead goes through email 1 through 4 (opens, engages, clicks, etc.), buys - that is goal. However, if emails 1 through 4 have no engagement, no opens, then each email will send a customer down a different path: Say email 1 from the Primary Program is not opened then the lead is sent to Stream 1, if email 1 is opened but 2 is not, then the lead goes to Stream 2, and if email 1 and 2 are opened, but email 3 is not then Stream 3 is activated, and so forth. 1 through 4 are the gates so to speak and then the streams are subpaths for the corresponding emails. The great thing is once a lead is sent to a stream, then the aren't sent back - they will stay down whatever Stream they have been moved too until content is exhausted. I've outlined the lead journey to show the paths. The transition rules look promising - but from reading feedback from so many sites I see that having a lead hop from Stream to Stream may be problematic - since the Streams lead via email sequence, and not necessarily letting a user jump from one stream and back. I know our next engagement programs will have this transition (moving leads in and out of Streams). Thank you Ellie

Tamara_Johnson · ‎10-24-2019

Hi Ellie, Wow! Actually seeing it outlined - I believe the process can go like this (see below). At least streams will be firing as they should. In sequence, since I will have nested programs instead. Set Stream 1 cast for 2:30pm every Thursday Set Stream 2 cast for 3:00pm every Thursday Set Stream 3 cast for 3:30pm every Thursday -- and so forth. Do you think this will be "trippy" for Marketo. Thank you for helping me - this really confused me.

Tamara_Johnson · ‎10-23-2019

I've been searching continuously, on how to test an engagement program with transitions. I know we can use the Test Stream tool for each cast. However, I would like to load a test group, to run through the entire program with 10 to 20-minute intervals opposed to weekly as it would be for each stream. We will have 4 to 5 streams for this. It will take 5 weeks going through this method, and each edit will cause another 1-week delay. Any advice on this? #nurture transition‌ #test engagement program‌ #stream cast‌ #nurture engagement‌ Thanks, Tamara

Tamara_Johnson · ‎10-23-2019

Ellie, From your experience with nurture campaigns, how do you speed up testing? We are testing a 5 stream engagement campaign. The transition steps are a bit complex and from testing so far, it's best to have nested programs. We've used the Test Stream function, for each cast, but I would like to run a test group through the entire program without waiting each week for action on each email. What would you recommend for this? How can we speed up the process to document it.

Tamara_Johnson · ‎10-15-2019

I also have this question on speeding up testing. It looks like we wil have to test week to week. Unless we build a complex default program. We are testing a 5 stream engagement program, that will take 5 weeks to see the final results. This is entirely too long. What solution would you suggestion. The cadence wi be changed on the visual below.

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Date Registered	‎05-22-2019 09:02 AM
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