Hi @Greg_Robinson1    I have gone through some large data deletions in Marketo recently for a few clients. I have a few questions for you before providing feedback.   Can you specify the purpose of the deletions on the Marketo side? Are you integrated with SFDC?  Thanks, Cory Gabor Marketing Consultant LeadMD     ... View more

Hi @June_Dean4,   I agree with @kpara3. I would also recommend creating a Channels & Tags worksheet in excel where you can document all of your channels and statuses within one tab and all of your tags within another tab. That way you and the team can have this documented and keep it up to date and shared internally with the team.    Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi @Kevin_Gallagher - Did you check the permissions on the SFDC side to ensure the Marketo sync user had proper permissions to view opportunities?    Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Jonathan - I saw this and even though you posted 4 weeks ago I wanted to send over some helpful documentation. You may have already seen this by now, but the documentation provided on LaunchPoint is very helpful.   Let me know if you have any specific questions related to Zoom or even the migration process.    Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Andrew - Yes, Outlook seems to cause the most issues when coding emails or email templates. I would recommend creating a master email template with all of the modules you will need to utilize for all types of emails. You can ensure this passes in all clients by testing with email on acid or litmus. Once you have your master template, you should save a ton of time on email creation moving forward.    Let me know if you have any questions.    Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Greg - It really depends on the type of program and how you are reporting on those programs. For nurtures, I would continue using the original engagement program from start to finish. For AW or other online advertising programs where you are acquiring new members, I like to create new programs every quarter as long as you have the volume to justify it. I also like to utilize the Salesforce campaign sync to ensure members and program statuses remain in sync.    Let me know if you have any other questions.    Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hey Alyssa - Here’s a good thread in the community that covers tracking a single yes/no question in an email. This is a simple solution that can be implemented directly in Marketo.   https://nation.marketo.com/thread/28404 Let me know if you have any other questions.  Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Alexis, In regards to your response to Chris; you will want to check the user that is used for the actual setup in step #3 here: Step 3 of 3: Connect Marketo and Salesforce (Enterprise/Unlimited) - Marketo Docs - Product Documentation  I would also make sure the field is available to that user as Chris mentioned. Here's some documentation around that: Step 2 of 3: Create a Salesforce User for Marketo (Enterprise/Unlimited) - Marketo Docs - Product Documentation  Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Carrie, I would agree with Ankit in regards to GTW, On24, and Webex. I have always enjoyed working with the GTW/Marketo integration even though GTW isn't my preferred webinar platform.  I also added some information on Zoom above on Rick's comment.  Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Rick,  Here's some additional information on the zoom/marketo integration. Integration Documentation: Setting Up Zoom for Marketo – Zoom Help Center  Community Post: https://nation.marketo.com/thread/49767-how-to-integrate-zoom-with-marketo  Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Cayce, I would recommend you reach out to your CSM to get the SSL added to your instance and ensure your pages are secure.  Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Jennifer,    Adding some additional info to Tom's answer above.    It is possible to set up a champion/challenger A/B test in an engagement program. Here's another thread on the topic:Champion/challenger test in Engagement Program    Even though that is possible, I tend to go the manual route of using the random sample functionality as Tom mentioned above. You can create reports and monitor the engagement program over time until you have a large enough sample size to determine a winner. Once you determine the winner you can go ahead and adjust the program.    Let me know if you have any other questions!    Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Christin,  Did you make sure people qualified for the batch campaign prior to running it? Once that runs the campaign should be requested and people will get added to the campaign and wait until their next birthday to receive the email.  Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Michelle, Which template did they use? It seems like it is one of the starter templates as Gregoire mentioned. I would also not rely on the preview option within Marketo as will want to ensure you're running tests outside of Marketo or even using a tool like Email on Acid to see how the email renders across all clients, apps, and devices. If the template is not responsive, that is something that your team will have to do on your own. I do highly recommend using a resource to create a responsive template that will have specific modules that can handle any use case that comes your way.  Once you have a master template you can even break that out into specific program templates to reduce the amount of time your team spends creating assets and removing a ton of modules from the master template.  Let me know if you have any other questions.  Thanks, Cory Gabor Marketing Consultant LeadMD ... View more

Hi Rachel, I used this documentation when setting the integration up for my first time. Hope it helps!  https://support.zoom.us/hc/en-us/articles/207267346-Setting-Up-Zoom-for-Marketo There's also some good feedback here: https://nation.marketo.com/thread/38673-zoom-webinars-and-marketo-integration Cory Gabor Marketing Consultant, LeadMD ... View more

Hi Dawn, When sending internal company emails I had always taken the approach that these were operational, which means they did not contain the unsubscribe link. You may want to run this by legal or HR to double check how they want you to handle these.  If it is mandatory from HR that these people receive emails, I would opt them back in. That is something that you will want to double check with your team on.  Cory Gabor Marketing Consultant, LeadMD ... View more

Hi Nichole - there will not be any changes needed in Marketo. Making the switch will just change your experience in SFDC.  ... View more

I have always had a good experience using Email on Acid and would recommend checking it out.  ... View more

Hi Rob, No problem, I am not sure as I have always used data within my instance. Interested to see if anyone else in the community has experience in what you're trying to do. Have a great day! ... View more

Hi Rob, Does your data that you need in the email live within Marketo on each contact? If so, you can make a template and use tokens to pull in all of the data automatically. I do something very similar to this. I have a template for our weekly updates to all customers, real estate agents, etc. I then setup a batch campaign that runs each week and sends to anyone that meets the specific criteria (in the loan process). For the re agents I am sending to their email address via a token/send alert. Since I am using the token, it needs to be a trigger campaign. So I run a batch (to anyone that meets X criteria) and then have another smart campaign that I use "Campaign is Requested" to make it a "trigger". Let me know if this generates any ideas or if you have any questions. Thanks, Cory ... View more

I was thinking the same thing - I am guessing it is permissions issues. But, the alternative I gave will work! ... View more

Hi Niti, You will want to run them through a smart campaign/flow: Change Data Value: Marketing Suspended: False Let me know if you have any other questions. Thanks, Cory ... View more

Hi McCall, We have a pretty unique setup, but we pull in a ton of "Lead Owner" fields from SF. We have a custom integration and have many fields tied to the contact owner (Owner Name, Owner Email Address, Owner Phone, Owner Website URL, Owner Social Media Links, etc.). For situations similar to yours, I have added the field to the contact owner user in Salesforce and then add it to the integration. For this example I will use the owner website URL field. Each user has this field automatically filled out based off of their account name in SF, mine would be "cgabor". I then use this token and set it up like this. www.onetrusthomeloans.com/lo/{{leads.Owner Website URL}}. End result would be www.onetrusthomeloans.com/lo/cgabor Let me know if you have any questions! Thanks ... View more

If you're interested in seeing how we display our campaigns on the website or have specific questions please feel free to message me on LinkedIn. https://www.linkedin.com/in/corygabor/ ... View more