About Mariah_Mattick

Mariah_Mattick

Hi Victor - this one would probably require a little more finesse than simply using things like the Notifications tab or simply checking the CRM sync, and comes down more to prioritizing. I'd start by outlining the highest priority processes that would be the most affected by a system outage - things like contact us, syncs to CRM, data management, scoring, etc. Maybe start with the top 5-10 and then build from there. From there, smart lists would probably be the most efficient tools to have set up that allow you to audit if someone missed a process (you could also have batch campaigns set up and ready as well). The contact us example may be something like 'filled out form AND not synced to SFDC'. And a quick note in terms of the failed integrations - one thing we've done at least for our webinar integration is to create an alert in case someone hits the status of Webinar Registration Error so we can ensure they get registered ASAP. Good luck!

Mariah_Mattick

Hi Renee - this one is a little tricky because we could technically remove people either from the program or the database (not recommended of course, just technically able to do so) using smart campaigns. Since this question is in the context of managing webinars, they probably marked that question as not correct because the intention would be for those who did not attend the webinar to have their program status changed to 'No Show' (or something similar).

Mariah_Mattick

Hi Omar - my initial thoughts were that the Workspace may not be seeing all the Partitions and the programs / emails that need to be in the email performance report. Or if it's just the email performance report being buggy (which I find happens often), it may be worth just creating a new report from scratch.

Mariah_Mattick

Hi Lauren! It sounds like you're talking about the Program level sync instead of the flow step sync. If that's the case, I don't believe Marketo will automatically pick up people being deleted from SFDC Campaigns, just the status changes. I'm not sure of your reporting structure in SFDC, but it may be worth adding an SFDC Campaign status of Paused in which you could add a 'SFDC Campaign Status is Changed' trigger campaign to pause people in the nurture. The sales team would instead change the SFDC Campaign status instead of removing them. This also can help maintain any historical information within the SFDC campaign since people won't fully be removed. Note that this additional status could affect the Program level SFDC Campaign sync. Hope that helps.

Mariah_Mattick

Hi Michelle! I think that looks great. The Passed to SFDC Field may be redundant but I can understand keeping it since it's been heavily used and managed.

Mariah_Mattick

Those blocked by communication limits should not be included in email performance reports. In the activity logs, you'll be able to see if someone was not included in an email send due to hitting their communication limits.

Mariah_Mattick

My assumption is that Marketo would have a difficult registering the date/time winner and then translating that into the 'winning send date/time', since the test dates have already passed.

Mariah_Mattick

I'd echo Stanford's suggestion. If you're set on using the triggered approach, you could create a field that gets populated based on the 'inactivity of changes' (via batch campaign processes) and then once that gets populated, you could trigger an email send. This would be extra processes to configure, but a field may be nice in your situation.

Mariah_Mattick

Hi Michelle! You may try using the "SFDC Type" field as that's a good indicator if someone is an SFDC record or not. For the newly created leads triggered smart campaign, it may also be worth using the constraint to only pull in those that are not coming from SFDC. And then for your batch campaign, you'd probably be fine with using SFDC Type = empty, rather than the created date filter since that will be all-inclusive of the records that don't currently exist in SFDC. Hope that helps!

Mariah_Mattick · ‎06-05-2020

Hey Erik - I'm not familiar of a way to turn this particular functionality off, but you could create a separate view in SFDC that only some users can see before rolling out to the other 'live' views.

Mariah_Mattick · ‎12-02-2019

Hi Stephanie - try adding the 'Added to Opportunity' trigger as well. If records are newly converted and added to an Opp that could help catch these.

Mariah_Mattick · ‎12-02-2019

Hi Sam - Marketo should be able to read the Opportunity and Account objects with the native SFDC sync: SFDC Sync: Opportunity Sync - Marketo Docs - Product Documentation. Is this not the case in your instance?

Mariah_Mattick · ‎11-21-2019

I don't believe there's documentation for that specifically, but I would recommend having a flow step in the MQL campaign that's wait step - this would be the amount of time needed to pass for the automatic MQL > Recycle move. The next flow step would listen for IF the status is still MQL after the given amount of time, then move to Recycle (and mark any other relevant lifecycle fields). Otherwise, do nothing, because this should assume that they've moved forward or manually been recycled. Helpful additional documentation is here: Revenue Cycle Models - Marketo Docs - Product Documentation

Mariah_Mattick · ‎11-21-2019

Hi Stephen - both Lattice or Leadspace would be great options to explore.

Mariah_Mattick · ‎11-21-2019

Hi Mark! If a lead has made it to MQL, but isn't being followed up with, pushing records to a 'recycled' or 'nurture' status would be best so you can keep track of those that marketing deemed as qualified, but sales did not. This is useful information because you can start to create content as to why someone isn't moving forward, or understand what not to deem as marketing qualified in the future.

Mariah_Mattick · ‎11-18-2019

Hi Barry! If you have custom development resources, another option may be to create a Marketo custom object for the orders/SKUs. It's more technically involved, but could be a good option. More information is here: Understanding Marketo Custom Objects - Marketo Docs - Product Documentation .

Mariah_Mattick · ‎11-18-2019

Hi Biren! It may be best to align that picklist with SFDC's values to ensure proper data sync OR to align the SFDC field type to what users are seeing on the form (the multi-select). This will keep the data and user experience in 1-1 alignment between both systems.

Mariah_Mattick · ‎11-12-2019

Have you looked into visibility rules? These may be able to do what you're describing without custom coding: Dynamically Toggle Visibility of a Form Field - Marketo Docs - Product Documentation .

Mariah_Mattick · ‎11-12-2019

I would agree with the above! Also worth adding that subscribing to SFDC specific Notifications is helpful.

Mariah_Mattick · ‎11-12-2019

Hi James - you could add these records to a static list, based upon the random sample. Then base the remove from flow step upon the static list membership.

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