About Travis_Schwartz

Travis_Schwartz · ‎10-01-2020

Thanks for the response. I didn't think it would work but wanted to reach out to the community to see if maybe there was something I was overlooking. It doesn't feel like it should be that complex, and if there was a potential way of making it happen, I figured someone here would know. alas... Thanks.

Travis_Schwartz · ‎09-30-2020

The instance of Marketo I use has Custom Object data (We call it the account) and I'm trying to create a list. We have a field for the overall balance on the account, and we have a field for the amount due. What I'm trying to accomplish is have it look at both fields and if the amount due (this amount doesn't change), is greater than the overall budget amount, add them to a campaign because they are going to pay off their balance next pay period. When I create my smart lists, I select the "has account" field, and it gives me the constraints that are available, but I can't say "look at the field 'balance' and if that field is less than the field 'amount due' add to the list. all I can figure out how to do is say "look at the field 'balance' and let me know if it is higher/lower/equal to a specific value. I can't compare it to another field. Is this doable? can I have Marketo look at two different fields and say "if A is greater than B" add to the list?

Travis_Schwartz · ‎09-03-2020

You're correct. I got caught up in terminology. out company uses "batch" as emails that are not automated, but I have it set up as a batch that goes out daily and is still automated.

Travis_Schwartz · ‎05-12-2020

I have it setup to where if they meet the criteria of having the loan type, that it requests the campaign, and the trigger is campaign requested, and in the flow it is wait 10 days till the due date, and send the email. I set this up following a template that was setup prior to my time here so there may be a better was of accomplishing this.

Travis_Schwartz · ‎05-11-2020

One more thing on this, say a member has multiple cards and different due dates. Is there a way to differentiate between the two in the script? I need the script to be able to identify the desired due date and not display the first one it comes across (if that makes sense). The email is set to trigger when someones due date is 10 days out. is it possible for the code to identify which card this would be related to and display the due date for that card?

Travis_Schwartz · ‎04-27-2020

Hello, I have a shiny new script token (thanks Sanford): #foreach( $account in $account_cList ) #if( $account.description.equals("ARROWHEAD VISA") ) #set( $dueDate = $account.upcomingPaymentDate ) #break #end #end $dueDate The problem is it displays the date like: YYYY MM, DD based on the fact that the company I work for is US based, I would like to convert it to be Month (name or abbreviated), Day Year. Thanks.

Travis_Schwartz · ‎04-27-2020

I will do that, one other thing on this thread. I'm trying to understand what happens when a field type changes. If I were to be doing something similar for other products, but wanted to use a field type that was an integer field type, would the integer have to be converted to a string (I just wanted ? if so, how would that fit in? or does this deserve a new thread as well?? it would still be part of the $account field type. for example, say I want to rather have it look at something based off $account.productType (Integer), what would change in the code (other than substituting what was there already). looking around on other posts I had seen you post this to convert an integer to a string, but not sure how it would fit in: #set( $anInteger = $convert.toInteger( $aString ) ) #foreach( $account in $account_cList ) #if( $account.productType.equals("9005") ) #set( $dueDate = $account.upcomingPaymentDate ) #break #end #end ${dueDate}

Travis_Schwartz · ‎04-27-2020

oh, duh. yep. it works like a charm. Is it possible to format the date out of the ISO standard? I read your post https://blog.teknkl.com/velocity-days-and-weeks/ but did not see what I was looking to do. I would love for something to go from: 2020-04-15 to display as April 15, 2020 as that would be a the way most people would write it. is this doable. or does that require significant code to implement?

Travis_Schwartz · ‎04-27-2020

Thanks, It is definitely a learning curve. I look at other examples, feel I understand what they are trying to accomplish, but sometimes the nuances are a little trick. That is exactly what I am trying to accomplish. It is still displaying as blank when I preview it or send a test email using a person who has those values in their account CO. I have double checked to make sure that both the description and upcomingpaymentdate selections are checked off. Is there anything else that I would need to include to get the value to display?

Travis_Schwartz · ‎04-27-2020

When I check description and the upcomingPaymentDate on a particular record that I know has this product I get: {description=ARROWHEAD VISA, upcomingPaymentDate=2020-04-15}, but results are still null or empty when I use my coding.

Travis_Schwartz · ‎04-27-2020

It's been a couple days and I'm hoping this will get some action on this page. Tagging @SanfordWhiteman if that will help. If I simplify it, perhaps that would give me the immediate solution that I could then incorporate into the other products. Let's start with the Visa card. I need to create a campaign that is triggered by someone having a payment due in 10 days for their ARROWHEAD VISA. The products live in the account section of our custom objects. We would need a velocity token to display the due date for the corresponding product. the name of the product (ARROWHEAD VISA) lives in the $account_cList.description field (string), and the payment due date I need lives in the $account_cList.upcomingPaymentDate field (date). When I export all of the description values for $account_cList.description, the one I need for this project is {description=ARROWHEAD VISA}. I can export the payment date field as well, and the one I would use (for this individual) is {upcomingPaymentDate=2020-04-15} Based on my digging around, I assume I need to do: #set( $dueDate = [] ) #foreach( $list in $account_cList ) #if( $account_cList.description.equals("ARROWHEAD VISA") ) #set( $dueDate = $account_cList.upcomingPaymentDate ) #end #end But it is not returning results. I'm obviously going wrong somewhere. any assistance would be greatly appreciated.

Travis_Schwartz · ‎04-23-2020

I think that is the problem. The code I used was based on something I found on the community. How would I ensure that it is looking at the description field other than checking it in the token builder?

Travis_Schwartz · ‎04-22-2020

What additional raw object data is needed? Does this refer to all of the possible items that could be under the description tag? here is the code in the syntax highlighter: #foreach( $list in $account_cList )#if( $list.listID.equals("description") ) #set( $targetList = $list )#break #end #end ${display.alt($targetList.description, "no matching list found.")} I appreciate the help.

Travis_Schwartz · ‎04-22-2020

I've been searching all over the community trying to find a solution for this likely easy issue. I feel I had a similar project previously but I can't find it and I've been searching for too long. I need to create a velocity script that identifies a payment is coming due. I want to identify what the payment is for (credit card, used car, new car, mortgage, etc.) that information is all under the description (string) field in the Marketo custom object under accounts. I would also need to pull in the corresponding due date (upcomingPaymentDate - Date) field This is what I've done so far and it keeps returning the "no matching list found." message when I use records that it should identify as belonging to this script. #foreach( $list in $account_cList )#if( $list.listID.equals("description") ) #set( $targetList = $list )#break #end #end ${display.alt($targetList.description, "no matching list found.")} Something else I would need to add would be the date the payment would be due. I would love to do it all in the same script, but if I need to do a separate token, I would appreciate some guidance on how to set that up so that they would be linked to make sure the payment due date that the system was referring to was the same item in the description. The end result, I would need to display something similar to: Account Type: $description Payment Due Date: $upcomingPaymentDate Thank you for your assistance.

Travis_Schwartz · ‎03-17-2020

Sorry, in a bit of a haze today. Would I need to take the code you provided and change the $objectList with my $account_cList and replace the specific number format with $number.currency Thanks for bearing with me.

Travis_Schwartz · ‎03-16-2020

Oh, $balance is CO property. I'm not entirely sure I follow. There isn't necessarily a mathematical connection between the three for the purposes of this project. The percentage would just limit how high $balance could be (based on the percentage of the equity in ones home). I just need the code to tell the system that it doesn't matter which "type" of HELOC (either 70%, or 80%. Those are the only two types we offer), just that when it's looking at either one of them, to take $creditLimit and subtract $balance. This would display the amount our member would have available as $balance reflects on the amount they have pulled. I'm not sure why I said divide earlier... that makes zero sense.

Travis_Schwartz · ‎03-16-2020

Yes, those are the two areas of interest. $creditLimit is your favorite, currency... (I know, I'm still working on a plan to transition them. trying to find a solution that doesn't disrupt current campaigns.) $description is a string. I'm not sure how it is. I don't see that under admin. Any advice on where to check on this? My concern is that they are not subitems, but I don't know for sure. balance is also a currency field. Assuming (I'll confirm) that they are formatted as 2 subitems, I think what we are wanting is for each entry in the account_cList, if $product = heloc and $percentage = 70% or 80%, then we use the math function to divide the value in $creditLimit but the value in the balance field. We then take that value and display it as currency with $number.currency and adjust the stringlength to insert the comma. Did I run off the rails again?

Travis_Schwartz · ‎03-13-2020

I'm working on a project for members who use our HELOC product. the issue I'm having is the information I need to write from is coming from a custom object and not from the lead record. What I need to solve for is the following: I exported the list for the credit limit: ${account_cList} and previewed using a member who had this CO and that returned the values of: [{creditLimit=null}, {creditLimit=null}, {creditLimit=null}, {creditLimit=2000}, {creditLimit=20000}] The problem is I need the creditLimit value that is 20000, but I don't know how to identify which creditLimit value for the token to look at... and to (potentially) add complexity, I need to account for two different products: {description=HELOC 80%}, {description=HELOC 70%} and so once I get that, I need to take their limit and subtract the value of the balance to give me the difference, and identify which of the balances are associated with the correct HELOC product above. This is what I tried with no luck (I know it's way off... I just don't know what to do to get it on track): #foreach( $list in $account_cList ) #if( $list.listID.equals("creditLimit") ) #elseif($list.listID.equals("HELOC 70%, HELOC 80%") ) #set( $targetList = $list ) #break #end #end $math.div($list, "$list.listID.equals(HELOC 70%, HELOC 80%")) ${display.alt($targetList.creditLimit,"No matching list found.")} Thanks.

Travis_Schwartz · ‎03-02-2020

Thanks for your help. Sorry for the delayed response. I didn't get the notification that you had tagged me.

Travis_Schwartz · ‎02-26-2020

So I have this code: #if( $lead.autoPreApprovalNewRate.toString().equals("") ) #set( $lead.autoPreApprovalNewRate = 0 ) $number.number( $math.sub($lead.autoPreApprovalNewRate, "1") ) #end And when there is a value in the $lead.autoPreApprovalNewRate field, this works beautifully. The problem is if they don't have a value, the programing makes sure it's a 0, and the subtraction turns it into -1. I'm sure there is just another #if #else... I'm just not able to figure it out. Thanks.

Travis_Schwartz · ‎02-06-2020

Frustrating. Thanks for the explanation.

Travis_Schwartz · ‎02-06-2020

Is there a reason that the dash would display/render when it isn't coded, yet it would show the code instead of the emoji that was q-encoded? to me, it feels like it should render the emoji and the dash space be blank because it wasn't coded.

Travis_Schwartz · ‎02-06-2020

An update... apparently using an en-, or em-dash in the subject line causes the emoji to not render. I don't know why, but those two marks specifically cause the code to display instead of the emoji. Hyphen works: en-dash doesn't: em-dash doesn't:

Travis_Schwartz · ‎02-06-2020

I need help. In the past, I had used converters to program emojis into the subjects of my emails. For example, I've used these converters in the past: https://blog.teknkl.com/yes-you-can-use-emojis-in-marketo-subject-lines/?marketo-nation= https://tools.bluestatedigital.com/kb/subject-line-assistant And they worked wonderfully. Now the email subject is displaying the UTF code when I send instead of the emoji, or clear box. Has something changed? Is this not supported anymore?

Travis_Schwartz · ‎02-05-2020

I am setting up a program and need to display a closing date. We have a field in the lead record that indicates when the promotion ends. The problem is this date is padded because we may allow for stragglers to have an extension to take advantage of the offer. #set( $lead.autoPreApprovalExpirationDate ) I want to tokenize the date but subtract the padded days. So, for example, the lead record would indicate a lead has a date of March 8th to complete the application, but I want to token to display the last day of February. is there a way to say "look at this value, and display 8 days earlier?"

Travis_Schwartz · ‎01-27-2020

The goal is that this token would identify the credit limit for the specific product(s) using the product types (which are also in the account file) vs a random product credit limit number. Does that answer your question? An example: I want to know someones credit limit for a heloc (in this case) that they have on their account vs the credit limit they may have on a credit card.

Travis_Schwartz · ‎01-27-2020

I've been tasked with creating a campaign that is requiring velocity scripting. I thought I would know how to find the data, but I'm not able to. So far I have the following: # foreach ( $list in $account_cList ) # if ( $list . listID . equals ( "CreditLimit" ) ) # set ( $targetList = $list ) # break #end #end ‍ ‍ ‍ ‍ ‍ ‍ The problem is that there are several products that have the CreditLimit listID and so I need to add a qualifier of product types (a range of about 15-20, 4 digit codes). I'm not sure how to accomplish this part. One more related issue is that I need the number that this token generates and subtract the number from another CO field: ( $list . listID . equals ( "balance" ) ‍ ) ‍ ‍ It would need to make sure it was referencing that same product type(s) as there are other lists that us the name balance (amount owed). I would take the credit limit number, subtract the balance ( $math.sub ), and the result would be a token that indicates that persons available amount. Is my logic sound? Any tips in filling in the missing pieces? Thank you Marketo Community.

Travis_Schwartz · ‎12-05-2019

So this got back burnered with other priorities that came up but has come back around. Let me know if I should start a new post with this, or if it's okay to continue on the one from before. So no, to answer your question, this doesn't need to be pre-created combos. I would just need to output the set of objects/items that someone would indicates (via a form submission) that they would be interested in. I work at a financial institution and we have membership events where our team will go table an event (for example) and if someone there were to indicate that they were interested in a checking account, and an auto loan (among a series of other things we offer), I could set each of those to be their own tokens, and it would take a look at which of those were on someones record, and deliver those items? Essentially what I'm trying to accomplish is creating an auto responder "from" the specific rep that helped them reminding them of what they had indicated they were interested in learning more about alongside a brief message from the rep letting them know that they or someone else will be in touch. Right now it's all paper and manual and we're trying to automate and speed of that whole process. Another thing that I'm not super clear on is would each rep need their own landing page, or something built into the form indicating which rep it was so that the token would have something to reference? that would allow for it to be personalized from the person they had spoken to (there are only like 6-8 reps at this point). Let me know if I need to clarify this a little bit. I have the list of the things to include for tokens, and I think I know how to set all of that up, but I just want to make sure what I'm being asked to do is in fact doable or if we need to rethink things. it sounds totally doable and I feel like I've gotten similar type of communication before... I'm just not sure of what all steps need to be considered. Thanks!

Travis_Schwartz · ‎12-04-2019

I would love to have the ability to click on a block of dynamic content and return it to the default value without having to turn the whole thing static. Where it shows you the green checkmark to indicate that the section is using dynamic content... it would be great to be able to select it and say "return this section to the default" or, even better, say you have 15 different segments, and 10 of them are the same and 5 are a different version of content. it would be great to create that one variable, and the other 4 segments that you want that content to be brought over to, you could right click and select to pull over what is being used by a different segment. Doing something like this allows you to make your default and then create the new content just once and tell it which segments to apply it to.

Travis_Schwartz · ‎11-29-2019

haha good to know. I'll see what we can do about changing our currency fields to strings so that we can do that as it looks unsightly... and someone I respect says it's better anyways

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