Dan_Stevens_

Dan_Stevens_ · ‎07-22-2021

Here's an existing idea that might fit the bill: https://nation.marketo.com/t5/ideas/allow-multiple-levels-and-or-nested-conditional-logic-choices/idi-p/256917

Dan_Stevens_ · ‎07-22-2021

We use PMCFs extensively - primarily for capturing utm parameters at the program level. Unfortunately, we're limited as to how we can use these values. It would be ideal if PMCFs could be included as filters/triggers in smart lists; and could be synced to RCE to use in the program membership reports.

Dan_Stevens_ · ‎06-18-2021

Denise - FYI, this is now available: https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/smart-campaigns/microsoft-dynamics-flow-actions/add-or-remove-people-from-your-dynamics-campaign.html#add-to-dynamics-campaign You need to enable it in Admin.

Dan_Stevens_ · ‎04-14-2021

Great video - Like you mentioned, I just wish Marketo would provide reporting capabilities on PMCFs. Capturing the data is great, but if you can't report on it (aside from the API), it's difficult to measure program effectiveness. https://nation.marketo.com/t5/Product-Discussions/How-to-report-on-program-member-custom-fields/m-p/302809#M170569 With regard to the local forms requirement/limitation, the way around that is to simply create a flow step based on the value selected on global/central forms. That's what we do for UTM parameters. The highlighted values are the hidden values that get captured when someone submits a global form:

Dan_Stevens_ · ‎10-14-2020

It boggles my mind that this isn't automated yet (this idea is 5 years old!). Especially when we want to do more non-email focused nurture flows. This is a perfect example where one of the casts in a stream can push leads into LinkedIn Audiences without having to manually do it from a smart list grid.

Dan_Stevens_ · ‎10-13-2020

PMCFs sound great on paper, but once it stores the data into the program - and your use case is a perfect example - you can't report on it. For example, using RCE (program membership report), PMCFs can't be used in RCE. Nor can they be used in Bizible. The only thing you can do is view the values in the members tab of the program or run a smart list within the program. That's it.

Dan_Stevens_ · ‎07-17-2020

We have that capability as well. It's not out-of-the-box, but is very easy to create. Here's the alert: This token will give you the GUID of the record in D365: {{lead.SFDC Lead ID}}. Simply create this URL to include this link in your alerts: https://[YOUR SUBDOMAIN NAME].crm.dynamics.com/main.aspx?etc=4&id=%7b{{lead.SFDC Lead ID}}%7d&pagetype=entityrecord

Dan_Stevens_ · ‎07-15-2020

This token supports D365 as well. I can see how this would be confusing based on the name of this token. But here's what's displayed when included in an alert (highlighted section):

Dan_Stevens_ · ‎07-14-2020

Now that program member custom fields (PMCF) are available for our use, I'm curious as to how we can use these in our reporting? They cannot be used in smart lists - when using smart lists to show a simple grid of member data - since that just uses data from lead records (when we want the data to appear in the grid). They're not available in RCE - which is a shame, since this is where we do most of our reporting/analysis (especially using the Program Membership Analysis - you would think that these would be contained here by default).

Dan_Stevens_ · ‎07-13-2020

What's the ETA for this to be updated on the MS D365 side?

Dan_Stevens_ · ‎01-20-2020

Not sure if this is related, but none of our RCE reports are returning data - specifically "program membership analysis" where PROGRAM STATUS is one of the dimensions/filters. PROGRAM STATUS has been deleted from the tree on the left:

Dan_Stevens_ · ‎12-02-2019

If you don't actual sell your user data for monetary purposes, you may think the rule doesn’t affect you. Be careful, though. The way CCPA defines “sell” is very broad and includes a broad range of transactions. According to CCPA, selling is: “selling, renting, releasing, disclosing, disseminating, making available, transferring, or otherwise communicating orally, in writing, or by electronic or other means, a consumer’s personal information by the business to another business or a third party for monetary or other valuable consideration.”

Dan_Stevens_ · ‎10-30-2019

Totally agree here. We're doing some amazing things with custom dashboards/reports using the API, SQL Server and PowerBI!

Dan_Stevens_ · ‎08-30-2019

Unfortunately, no. Nothing has changed since my comment from back in 2014.

Dan_Stevens_ · ‎08-29-2019

Whatever UTM values are contained in the URL are carried through from page to page during the entire session (and available to populate the hidden form fields). After the session, the values are no longer available.

Dan_Stevens_ · ‎08-29-2019

Do the values show up when you open Developer Tools under session storage?:

Dan_Stevens_ · ‎06-11-2019

I wish "block field updates" were the solution, but it's not. Now if there was a way to block field updates just on CONTACT records, then that would be ideal. But when you enable this, this prevent changing the company name for all scenarios (contacts, leads and Marketo person records).

Dan_Stevens_ · ‎06-11-2019

We uncovered this issue a couple of years ago. Thought it was just on the MS Dynamics side: https://nation.marketo.com/thread/43343-accounts-tip-company-name-mismatch

Dan_Stevens_ · ‎06-04-2019

Here's an idea I submitted over 4 years ago: https://nation.marketo.com/ideas/3406

Dan_Stevens_ · ‎04-07-2019

Dan_Stevens_ · ‎04-07-2019

Dan_Stevens_ · ‎04-07-2019

Hi Jacqueline - try disabling the sync and then refreshing the schema. That should then force the new field into Marketo.

Dan_Stevens_ · ‎04-01-2019

Hi Nick - I have not.

Dan_Stevens_ · ‎03-13-2019

Updating my previous comment here. Marketo actually, I think does have the ability to build out this feature in Marketo. It’s not a Microsoft issue. We’re currently using a third party tool that allows us to merge duplicates from within the Marketo UI (leads/leads, contacts/contacts, leads/Marketo only records, and contacts/Marketo only records). All of this is being done using the standard D365 API. Would love to see this supported without purchasing a third party tool.

Dan_Stevens_ · ‎03-07-2019

Normally, you would include activity into a field via trigger tokens. But unfortunately, they don‘t support custom activities. Vote here:

Dan_Stevens_ · ‎03-01-2019

I'm also trying to fight off members of my leadership team that claim Marketo is still primarily an email platform when it comes to automating relevant nurtures (obviously we use Marketo for all of our channels) - it's the automated Engagement Program capability where people are having their doubts. It gets especially frustrating when we get our hopes up on capabilities like this one - and then Marketo delays a launch like this (especially when mass-communicated at a prior Summit).

Dan_Stevens_ · ‎02-21-2019

Would love to hear how this compares with Google Tag Manager (which is what we use today to deploy the multitude of tags, tracking code (like Munchkin) and other js across our web properties). Have no problem migrating to this if it makes sense.

Dan_Stevens_ · ‎02-21-2019

Of course. I knew I should have build this out using an actual flow. The "choices" act as mini smart lists - and as we all know, you can't use tokens in smart lists. Good catch, Sandy.

Dan_Stevens_ · ‎02-21-2019

I’m not Josh, so take this for what it’s worth. Field A is essentially a “history” field. So all you need is a conditional CDV flow step that says: if Field A not contains {{Field B}} Field A value = {{Field A}}, {{Field B}} else do nothing.

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