About Dan_Stevens_

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.

Dan_Stevens_ · ‎02-19-2019

You need to define/approve your trigger campaigns first and THEN define your A/B testing. Just be aware of this flaw if you need to make any changes to your trigger campaigns or A/B criteria, which require unapproving the email program: Re: Unable to unapprove email program

Dan_Stevens_ · ‎02-16-2019

Elliott, see Mike's response to my question in this thread: Any update on when customers will be migrated to Munchkin v2? We still have not been migrated to Munchkin v2

Dan_Stevens_ · ‎02-08-2019

Hey Adam— this idea already exists here and here: This was supposed to finally be addressed in Sky, but still isn’t within the beta environment.

Dan_Stevens_ · ‎02-08-2019

Hi Colin - check out my reply over in this thread (and download my Summit presentation from last year): Re: Custom Report - All Interesting Moments

Dan_Stevens_ · ‎02-05-2019

What’s the benefit of including a PURL in an email when the link is already trackable (and you can mask the url with whatever text you want). PURLs are mainly useful for direct mail campaigns to provide a simple URL to enter.

Dan_Stevens_ · ‎02-05-2019

If duplicate leads are an issue, be aware of how Marketo determines which lead is active

Dan_Stevens_ · ‎01-31-2019

Hmm, did you enable the limits within the qualification rules? Are you sure your test group received production emails (and not just tests/samples)?

Dan_Stevens_ · ‎01-31-2019

That's not true. Communication limits apply to default programs as well, if a smart campaign is included that sends an email: What I would do Megan is setup a separate smart campaign to send the same email to your seed list - but for this campaign, disable the blocking of the email, regardless of comms limits (deselect the checkbox) - like Amber mentioned below:

Dan_Stevens_ · ‎01-30-2019

There was an active discussion last February regarding Courtney Grimes’s blog post: Re: [Shared Blog]: I Want to Believe, But: Your Email Link Clicks Aren’t Real

Dan_Stevens_ · ‎01-29-2019

Going into the project, the team had no prior experience using the API. Spent a lot of time getting up to speed and then started plugging away. It's all custom developed - no specific product used.

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