Frank_Elley

Level 3

Joined the community 06-12-2010

Level 3

Director, Marketing Automation

San Jose, CA

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Curious Behavior: Users starting web journey from Unsubscribe link

by Frank_Elley 02-09-2018

I see this too often for it to be a fluke:- Recipient of nurture email or one-off promotional email uses the Unsubscribe link.- Does not unsubscribe. Instead, travels to home page, demo page, etc. Then leaves.- Repeats same behavior in subsequent days. I've ruled this out:- The unsubscribe page is w...

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2650 0 4

Email Marketing Marketing Marketing: Email Marketing & Brand Marketing Marketing: Lead & Demand Generation Marketing: Lessons Learned (Practitioners and CMOs) Marketing: Marketing Operations (MOPS) & Data
Workaround to see custom fields values from SFDC campaigns

by Frank_Elley 09-05-2017

I know there are some feature requests that address this, but am wondering if there are any workarounds.The basic use case: In SFDC campaigns, we have a custom picklist field named "Category" that lets us select values like "Acquisition" and "Nurture", or a picklist "Theme" field that let's us pick ...

Discussions

1126 0 1

Email Marketing Lead Management Marketing Reports & Analytics
Sync "CreatedBy" standard SFDC Contact field to Marketo

by Frank_Elley 09-05-2017

In SFDC Contacts, there's a standard "Created By" field (API: CreatedBy) field, which is a lookup to the SFDC user table. Has anyone had any luck syncing this field down to Marketo? (I tried searching for "Created By" and "CreatedBy" and didn't find anything.) There does not appear to be anything in...

Discussions

1317 0 1

Integrations Lead Management Marketing Products
Assign Leads to SFDC User IDs to Eliminate Bug Related to Duplicate Us...

by Frank_Elley 02-21-2017

This bug occurs in these Flow actions:- Sync Lead to SFDC- Change OwnerIn the Assign To field, you can identify the new owner by typing in the name of an SFDC User or an SFDC Queue. This affects only the SFDC User case.Marketo only lets you select by user name. However, SFDC does not enforce uniquen...

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1105 0 1
Re: Marketo / salesforce integration needs a serious overhaul, don't y...

by Frank_Elley 02-01-2017

I've been looking ... and can't locate ... a related request: enable assign owner and change owner to target a specific SFDC user ID rather than a name. The most frequent issue is that same person, same name, has different user objects as sales person, forum participant, partner portal user, etc. et...

Discussions

7404 3 3
Re: Hybrid nurture w/ engagement programs and traffic cop?

by Frank_Elley 11-09-2016

Thanks Josh. What should I be searching for to find these? The searches I did all turned up threads on how to migrate from traffic cop to engagement program, but not how to integrate the or create a hybrid.

Discussions

3358 0 2
Re: Hybrid nurture w/ engagement programs and traffic cop?

by Frank_Elley 11-09-2016

Thanks Dan. Sounds like something definitely to keep in mind. It doesn't sound like you're endorsing moving that logic completely out of the engagement program into something more global, but it does reinforce that they require a lot of attention.

Discussions

3358 0 1
Hybrid nurture w/ engagement programs and traffic cop?

by Frank_Elley 11-09-2016

We're currently in the planning stages for a fairly sophisticated set of nurture programs that are aimed at highly personalizing engagement across:Multiple feature capabilities (going beyond "product" messaging)Multiple personasMultiple levels of engagement (going beyond just "education" and "consid...

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3917 0 7
Re: What is source type Web service API?

by Frank_Elley 07-28-2016

Or, for even better tracking, work more closely with the partners to not just insert leads into Marketo. Get them to direct those leads into specific Marketo programs/activities so that they can be assigned proper leads sources, added to nurture, sync'd to SFDC campaigns, etc. I personally would fin...

Discussions

2274 1 1
Re: Apply Suppression List to all Programs

by Frank_Elley 07-28-2016

This may be of tangential interest: We've created a smartlist named something like "All Marketable". It excludes unsubscribes, bounces, etc. But it also excludes members of some programs/campaigns (people who downloaded some free utilities, for example) that we know we never want to market to. Then,...

Discussions

3670 1 0