Megan_Koelemay

Hi there,    I'm aware of how to build birthday / anniversary emails using a date token in a wait flow step, as outlined here: https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/smart-campaigns/flow-actions/wait/use-a-date-token-in-a-wait-flow-step.html?lang=en   But I would like to avoid using such a long wait step, in case there are unexpected changes in the data during that time.  We ran into this problem in a past iteration of our birthday emails - for example, an incorrect or fake Date of Birth was entered in our CRM, and then was corrected at a later date.  Since the campaign was in a wait step, the correction didn't register, and a birthday email was delivered on the wrong day.     Anyone know of a way to get around this?  I basically want to do a daily batch campaign like this: If the anniversary of the Date of Birth is today, then send email.   Our IT/Systems staff (non-Marketo users) suggested this: Create a new field that is the birthday anniversary for their next b-day. Then we could have a smartlist that searches to see that today is a match for that field. That field would need to be updated any time the birthday is updated or after the campaign is run. I would hope the campaign could update the anniversary field to next years date after it sends the email but I’m not sure if that’s an action that can be in the flow. Thoughts/ideas? ... View more

I have a Smart Campaign with two flow steps, Add to Engagement Program and Add to List.  I made some changes recently that seem to be causing problems.  Changes included adding the Add to List flow step and changing the campaign settings to allow someone to run through the flow only once - previously it was once every six months.  I've realized there are now a number of people who are requalifying for the engagement program but are being skipped (which is good), but are still getting added to my list (not good).   For example, in this lead's activity log, I want to prevent the "Add to List" activity if the "Add to Engagement Program" is "Skipped: Person Already in Engagement Program."   Is there a way to update my Smart Campaign's Smart List so it doesn't capture people who already qualified for the engagement program in the past?  I can't find a filter with a constraint that allow s me to look at the detail/reason of "Skipped: Person Already in Engagement Program."   Alternatively, is there a way in the flow steps to identify the people who were skipped and remove them from my list?   ... View more

I'm stumped - I have an email newsletter that links to a Marketo landing page, and when I click through (the real email, not a test), the mkt_tok doesn't appear in the URL.  This is problematic because we're hoping to pre-fill form fields on the landing page.   I've confirmed that pre-fill is enabled on the form fields.  Plus, the other non-LP links in my email DO have the mkt_tok appended.   I did try to also use query parameters to pull in the data (like &First={{lead.First Name}}&Last={{lead.Last Name}}&Email={{lead.Email Address}}) and that didn't work either.  When I remove them, I still have the same problem.     What am I missing??  ... View more

We have a Marketo form with first name, last name and email address fields.  Is it possible for the form to accept a first and last name but only use that data if it doesn't already exist on the lead?    We have a business use case where we want to be able to send the name for associating with new leads, but would like to avoid changing the name of a lead if the same email address is used for multiple people.   ... View more

I have a Smart Campaign with multiple flow steps, like this: 1 - Send Email X 2 - Wait 5 days 3 - Send Email Y 4 - Wait 15 days 5 - Send Email Z   Leads can only be entered into this flow if they haven't purchased one of our products yet.  So lets say on day 10, after receiving the first two emails, they purchase.  Will they still receive Email Z?  In other words, will a lead continue through all flow steps regardless of whether they still qualify for the Smart List?  If so, what's the best way to restructure my campaign setup to prevent the lead from receiving Email Z in this scenario?   I was hoping to get around it by using choices in my flow steps.  E.g., if Purchased=false, then Send Email Z, and if Purchased=true, then Do Nothing.  But my leads need to meet multiple conditions to receive the emails (e.g., has not purchased AND hasn't had any recent contact with our sales team) and it looks like choices can only have one condition each.   ... View more

I know there's been lots of discussion around Anonymous leads here in the Marketo Community, but I can't seem to easily find the answer to this question:   How many anonymous leads do I have in my database, for the simple purpose of reporting on what percentage of those have become known? ... View more