Megan_Koelemay
Level 2
Boulder, Colorado
Director of Digital Marketing
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a week ago
Thanks for the reply, @SanfordWhiteman! Agreed...would not be fun at all (and in our case, not worth it, either)! 🙂
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2 weeks ago
This may be a long shot, but our website went down right after we sent a big email to our list, and I'm wondering if there's a way in Marketo to find people who got errors when they clicked through to our site, so we can re-send the email to them at a later date, after the issues have been resolved.
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12-02-2020
03:06 PM
@Abhinav_saini Thank you!!
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11-30-2020
11:56 AM
I'm building a welcome email series with 5 emails sent to the subscriber over the course of several weeks. I'm using a nurture program because we will likely add or remove content in the somewhat near future (and I've read that's the best approach), but I'm going to use multiple streams so the cadence can be based on wait steps instead of set days of casts (as a single stream would require). So when someone signs up for our marketing emails, I want to immediately send them Email 1 (which would be in Stream 1), then wait X number of days, move to Stream 2 and send Email 2, wait Y number of days, move to Stream 3 and send Email 3...etc etc.
My questions:
1. What are all the triggers and/or filters I will need to make sure everyone moves through each stream and receives all 5 emails (no matter if they opened/clicked, didn't open/click, exhausted, etc)? Instead of using the transition rules on the streams, I plan to set up Smart Lists in a separate folder contained within the program.
2. What is the most reliable way to properly exit members from the nurture program so they can continue on to our normal weekly promotional emails?
Thanks!
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11-17-2020
08:05 PM
Works beautifully - thank you, @SanfordWhiteman!
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11-17-2020
06:58 PM
I'm using a Velocity script to personalize content in my email that says Member since: XXXX where XXXX=year. Currently, I'm hiding Member since: XXXX for anything earlier than 2007. How do I adjust this to also hide anything later than 2020? In other words, I only want to show the content if the year is between 2007 and 2020.
#if ( $convert.toNumber($lead.HCMemberSince) >= 2007 )
Member since: ${lead.HCMemberSince}
#end
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10-02-2020
10:27 AM
1 Like
It looks like the issue wasn't that my "Member of Engagement Program" filter wasn't working. Rather, as my reply above mentions, the problem was form fills, where multiple product interests are selected. This was simultaneously firing the triggers in my engagement programs. Segmentation took care of that, but I'll watch out for the Paused cadence - that's a good point, especially if people are allowed to run through a program more than once. Thanks!
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10-02-2020
10:22 AM
I'm curious what an "Engagement Router program" is! I couldn't find any documentation or examples of this in the forums.
I tried segmentation for one of my triggers in my engagement programs (we have multiple triggers to enter someone into them), and after testing, it worked great! The issue, as suspected, was form fills with multiple product interests selected that were causing simultaneous triggering of my engagement programs. Segmentation took care of that!
However, we also look at past web browsing behavior, and segmentation doesn't currently support "In Past" operators on filters.
To get around this, in my engagement programs I'm using a combination of "segment Changes" and "Visits Web Page in past..." triggers to tell Marketo where they should go. And for the latter trigger, it looks like my "Member of Engagement Program" filter is working as expected to ensure people aren't in multiple programs at the same time.
Not the cleanest solution, but my testing shows it's working. 🙂
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09-30-2020
10:50 AM
I've built out separate engagement programs for 14 different products, and I want to prevent leads from being in more than one program at a time so they don't receive too many emails. To do this, I was using the Member of Engagement Program filter on the smart lists in each engagement program, like this:
Member of Engagement Program is FALSE
- Program is [any of the 13 other engagement programs]
- Engagement Program Cadence is NORMAL
But I've just discovered it's not working! My leads are in multiple engagement programs simultaneously and receiving a bunch of emails at the same time.
Any insight into why this filter isn't working? And is there a better way to structure my engagement programs?
My only guess is related to form fills. We have a webform where leads can select multiple product interests, and we use these interests as triggers in the engagement programs. So maybe the simultaneous update of product interests via form fill is causing leads to simultaneously be entered into the engagement programs, and Marketo doesn't know which one to prioritize??
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08-04-2020
09:42 PM
Update: It turns out my variables were causing the issue. These are defined in the <head> of my email using <meta> tags. Once I removed them and used inline styles instead, the formatting looked fine. For example:
background-color:${contentblockbackgroundcolor}
was replaced with
background-color:#EFEFEF
There's still the issue of an extra line break in some environments (Outlook in particular), but that's better than having it in all of them.
Here's what my Velocity script looked like after the fix:
#if ( $convert.toNumber($lead.HCMemberSince) >= 2007 )
<tr>
<td width="100%" align="left" valign="top" bgcolor="#EBEBEB" style="width:100%;background-color:#EBEBEB;padding-top:2px;padding-bottom:2px;padding-left:30px;color:#494949;font-size:14px;line-height:18px;font-family: Tahoma, Lucida Sans, sans-serif; text-align: left;mso-line-height-rule:exactly;-webkit-text-size-adjust:none;" class="rewardstext">
<div id="MemberSinceSubhead_RewardsSummaryLeft" mktoname="MemberSinceSubhead_RewardsSummary">
<span style="color: #494949; font-size: 14px; line-height: 18px; font-family: Tahoma, Lucida Sans, sans-serif; text-align: left; mso-line-height-rule: exactly; -webkit-text-size-adjust: none;" class="rewardstext"><strong>Member since:</strong> ${lead.HCMemberSince}<br /></span>
</div></td>
</tr>
#end
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08-03-2020
07:03 PM
Now I'm hoping to configure my token as a whole section of HTML content so it wouldn't leave an extra space if the condition doesn't match (a la this post - though it notes unintentional line breaks can happen, which would defeat the purpose).
But I tried it and ran some Email on Acid tests, and not only am I seeing an extra space in some environments (like Outlook - no surprise there), but I'm also running into wonky formatting in quite a few environments (iPhone, Outlook, most web versions).
Should I not be using meta tag references like background-color:${contentblockbackgroundcolor} or padding and whatnot in my Velocity scripts? Here's what my email testing is showing - greenish background, padding issue and font issue:
And here's my updated Velocity script:
#if ( $convert.toNumber($lead.HCMemberSince) >= 2007 )
<tr>
<td width="100%" align="left" valign="top" bgcolor="${contentblockbackgroundcolor}" style="width:100%;background-color:${contentblockbackgroundcolor};padding-top:2px;padding-bottom:2px;padding-left:30px;color:${contenttextcolor};font-size:14px;line-height:18px;font-family: Tahoma, Lucida Sans, sans-serif; text-align: left;mso-line-height-rule:exactly;-webkit-text-size-adjust:none;" class="rewardstext">
<div class="mktEditable" id="MemberSinceSubhead_RewardsSummaryLeft" mktoname="MemberSinceSubhead_RewardsSummary">
<span style="color: ${contenttextcolor}; font-size: 14px; line-height: 18px; font-family: Tahoma, Lucida Sans, sans-serif; text-align: left; mso-line-height-rule: exactly; -webkit-text-size-adjust: none;" class="rewardstext"><strong>Member since:</strong> ${lead.HCMemberSince}<br /></span>
</div></td>
</tr>
#end
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08-03-2020
06:45 PM
Worked like a charm, just had to change <= to >=.
Thanks so much, @SanfordWhiteman!
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08-03-2020
05:56 PM
After some testing, I can get things to "work" if I change the script to == 2007. Examples:
For someone whose field value is 2007, it shows up as Member since: 2007.
For someone whose field value is 2004, it shows up blank.
For someone whose field value is 2015, it shows up blank.
#if ($lead.MemberSince == 2007)
Member since: $lead.MemberSince
#end
Not sure why the >= operator symbol won't work!
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08-03-2020
05:02 PM
Thank you! This makes sense, but I tried it and it shows up blank no matter what the year value is. My token within the email is {{my.membersince}}, and I sent test emails using leads with values like 2009 and 2015.
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08-03-2020
12:31 PM
I want to include some personalized content in my email that says Member since: XXXX where XXXX=year (contained in a data field). And I want to populate the year if the field value is 2007 or later. For anything earlier than 2007, I want to hide Member since: XXXX altogether.
I'm using a Velocity script token in the email, but I don't know much about writing scripts and I don't know what to do on the second line below to hide the content. I just guessed null() but it's not working. Any ideas?
#if ($lead.MemberSince < 2007)
null()
#else
Member since: $lead.MemberSince
#end
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06-23-2020
02:29 PM
We recently implemented the integration between Marketo and our GoToWebinar account. The registration pages for our webinar events are now built in Marketo, but everything else -- confirmation emails, reminder emails, follow-up emails, etc. -- continues to deploy from GoToWebinar, as it did before the integration.
I've built out my form and registration page as well as a Smart List > Trigger=Fills Out Form > Flow=Change Program Status where New Status is Webinar >Registered, and people who register for our webinars are making it into GoToWebinar as expected, yay.
However, ever since the integration, a lot of people are no longer receiving the confirmation/reminder/follow-up emails from GoToWebinar and cannot actually attend our webinars. Nothing changed for them, except we did the integration. And it's still working just fine for a lot of other people, so it's a complete mystery to me what's going on.
GoToWebinar directed me to Marketo Support so I'm opening a case with them too, but I'm curious -- has anyone else had this experience? We don't want to do any webinar emails through Marketo because we host daily webinars and it would take a lot of extra work to put those together, while GoToWebinar is pretty turnkey in this regard. We only did the integration because we needed more flexibility on the registration page form (specifically to add an optional email signup to comply with CCPA without gating our webinars).
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03-11-2020
09:29 AM
What about through activity logs vs. lead fields? We're pulling data from form fills into our CRM via the activity table, not the lead table (I might be using the wrong terminology as I'm not a dev, but that's my basic understanding).
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03-09-2020
01:47 PM
Is there a way avoid overwriting data when a form is submitted with blank/null values? We use a single webform in several different places on our website, and the form fields differ depending on which form the user is filling out, so we hide unused fields. When the user submits the form, the hidden fields get submitted too, and any existing data on them is wiped out. We can't use Marketo's built-in feature to block field updates, because it's not possible to use it to block ONLY the null/blank values. It retains the original value for the lifetime of the field, which is not our goal. https://docs.marketo.com/display/public/DOCS/Block+Updates+to+a+Field
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02-19-2020
01:49 PM
Has anyone out there connected their Marketo instance to Google Data Studio? What are you using for the integration?
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02-13-2020
10:54 AM
Thank you!
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02-13-2020
10:28 AM
To clarify, my thought is that very few people would click on some of those URLs 4 or more times in 7 days, but they'd at least click it once, click another one a couple times, click another one time (for a total of 4).
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02-13-2020
10:26 AM
But would it have to be AT LEAST 4 visits on AT LEAST one of those URLs? I was hoping to capture people in the latter scenario, where the 4 visits could be spread over a number of webpages. I'm not getting as many people in my nurture campaign as I had hoped, and I'm wondering if the logic doesn't work the way I thought.
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02-13-2020
10:17 AM
We use the "Visits Web Page" trigger to enter people into a nurture stream. It looks like this: Visits Web Page - Webpage contains (any of 5 values/URLs) - Date of Activity in past 7 days - Min Number of Times: 4 Does this setup mean someone will only qualify if they have visited at least ONE of the URLs at least 4 times? Or does it mean they would qualify if they visited a combo of those URLs for a total of 4 visits? (For example, they visited each URL one time in 7 days, for a total of 4 webpage visits. Or if they visited the first URL two times, then the third URL once, and the fifth URL once - for a total of 4 visits.)
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01-16-2020
12:54 PM
Interesting! So I would first create a different DateTime field for each possible combo? Our Javascript resources are a bit limited so in the meantime, would you still recommend your original suggestion to look at Fills Out Form trigger + ALL set of filters (for current data, not lookbacks)? I'll be on the lookout for your webhook post. Thanks for the input!
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01-13-2020
09:52 AM
Could I use a Fills Out Form trigger plus a Data Value Changed filter that looks for a change on that field in the past 5 minutes, or something like that? Would that be more accurate?
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01-13-2020
09:43 AM
I've actually been doing this as a workaround for some time now, but wondering if there's some functionality I'm missing that would be more fool-proof. The data in the filters could already exist on the lead record due to a previous form fill, so I can't be 100% sure that my combination of trigger + filter(s) are actually part of the same form submission. I did create a smart campaign to clear out one of my custom fields each night, but that solution doesn't fit every business case.
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01-10-2020
03:43 PM
Moved! Thank you, Sanford!
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01-10-2020
03:17 PM
We incorporate forms in many places on our website with multiple options on each one, so to make things more efficient on the production and maintenance side, we use one global hidden Marketo form in the background, with several hidden custom fields to capture specific information about what instance of the form they came from and what combo of things they are requesting as part of the form submission For example, we have a form where someone can sign up for our email newsletter, and there's also a checkbox option to request our print catalog. We have another instance of this same form where someone can request a PDF with the same option to request a catalog. We want to trigger different campaigns based on which instance of the form they came from and the different options they select within (for example, if they don't request a catalog, they do not need to be passed to our catalog fulfillment team. If they do, I want to deliver an email alert to the team.). But to be able to tell this, it requires looking at a combination of our custom fields. My question is, can I use multiple form fields as constraints in a single Smart List filter? I tried "Fills Out Form" trigger, but there aren't constraints for form fields. I tried "Data Value Changes" trigger with Source=Web form fillout, but I can only look at one attribute at a time, and I need to use multiple attributes. As I understand it, using two triggers is an "OR" relationship, not "AND." Help?!!
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11-06-2017
02:44 PM
Hi Josh - Is there a difference in how you would set this up to find new or existing leads whose Date of Births are updated at a future point in time? If I'm understanding correctly, a batch campaign as you outline above would only find the leads who already have Date of Birth info. I want to do that, but I also want to continue triggering birthday emails when any given lead's Date of Birth is populated in the future by our sales team. My idea (so far) is to set up one trigger campaign with a "Data Value Changes" trigger to listen for changes to the Date of Birth field (with a constraint = New Value is not empty). Then the flow would contain the anniversary Wait Step and Send Email.
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Latest Tags
- click throughs
- email clicks
- website down
- cadence
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- multiple streams
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- transition rules
- transitions
- triggers
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- welcome drip
- welcome email series
- welcome emails
- engagement programs
- member of engagement pr…
- multiple
- simultaneous
- token
- tokens
- velocity script
- html
- meta tags
- variables
- Velocity scripts
- clear out
- emails
- empty
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Public Statistics
| Date Registered | 01-14-2016 02:05 PM |
| Date Last Visited | Thursday |
| Total Messages Posted | 32 |
| Likes Received | 1 |
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