Keith_Nyberg2

In actuality, i'm not following the approach in discussion, to play devils advocate and stir the pot here, I still really don't think there is a problem with this method. I mean we spend alot of time/money to make the content we produce. What law requires us to make it available/free to all people? In other examples the business has the right to define terms, like a bouncer at a nightclub saying that you aren't allowed in unless you comply with the dress code, or a 5 start chef not allowing guests to request food restrictions. As businesses, don't we reserve the right to offer our services/content only to people that agree with our terms? ... View more

Hey Hoi, My understanding of merged records is that MKTO should honor the oldest value it would have, but based on this field being a custom field, i'm not sure how MKTO resolves conflict on an import. I would double check the file you imported to ensure it doesn't have this field or another date field included in the file that's import alias was auto-mapped to this field. Outside of this, maybe double check "field blocking" for this record to make it unchangeable via import. Sincerely, Keith Nyberg ... View more

I can see more companies following this model. I mean there really shouldn't be a reason why we aren't allowed to do this... The person is submitting their information on their own and checking the box on their own. Kinda like a restaurants "right to refuse service to anyone". No info, no free whitepaper. I think it's pretty sweet! ... View more

I would assume those edits that Sales is making are not passing into MKTO. I would run a simple test to determine if this is True or not, but based on what I know sounds like those values are not passing because the field is not mapped to SFDC. ... View more

This  means that these fields are not mapped to SFDC. Not an issue unless you want those fields to be passing data to the matching field in Salesforce. Check out this documentation: Edit Initial Field Mappings - Marketo Docs - Product Documentation View Field Mappings Between Marketo and Salesforce - Marketo Docs - Product Documentation Again, this  isn't an issue if the fields in this folder are intended to be used and accessible ONLY in MKTO and not in SFDC. If you want these fields available in SDFC, you need to create the field in SFDC and map the fields. ... View more

Once the image is defined as an element, the user can always edit the element to choose an image if no default is set or change an existing image. So again, I think you want to set a default image which you can do by placing the standard HTML image reference inside of that MKTO image element class. ... View more

Confirming that everything Dan said is accurate. Also wanted to remind you that you can manage the webinar registration process with a MKTO form and LP with this integration. As long as the webinar program is synced with the GTW event, program status changing will push people into GTW. Example: Person fills MKTO form on a  landing page you created in MKTO. Change program status to Webinar > Registered. This scenario will automatically push the record and mapped information into GTW as a registrant so you can really chose how much or how little of this process you want to customize or manage. Even down to choosing between automating your thanks for attending or sorry we missed you emails from MKTO vs GTW. I like this process more than using the GTW registration form becasue its easier to manage/customize to your needs and you get all the normal functionality, like "Filled Out Form" triggers and whatnot. ... View more

Hi Yasser, The image line of code you provided will make the image element editable by an end user in the guided landing page editor. You still need to add the image URL path for the default image of your choice. From there, the user can click on the image and select a new image to replace it. You could make this image a String Variable, but not as helpful here as it requires the user to have the URL path for the image as opposed to just browsing existing images in the design studio (which they can see) and selecting an appropriate replacement image. I'm assuming you have read through this documentation but in case you haven't, it is extremely helpful. Create a Guided Landing Page Template - Marketo Docs - Product Documentation Let me know if this did or did not answer your question and we can go from there. ... View more

Hey Mark, You can make Tags required in Admin > Tags. This forces a user to determine all the appropriate tags when creating a new program so could be the issue you are experiencing. One caveat to this is that Tags are only required when you create a NEW program. When you clone an existing program, tag requirements are ignored. I'm interested to know where and when the error message appeared for you because if it happened when creating the program, it would have been a simple solution. Also, tags aren't really relevant to setting up a Launchpoint Installed service so if you can elaborate, we may be able to help you troubleshoot. (screenshot pretty please?!) Sincerely, Keith Nyberg ... View more

Really appreciate the extra insight and thoughts/comments JD Nelson and Dan Stevens! Making me rethink how we manage this function.... ... View more

JD Nelson​ we actually do the same thing as you both mentioned but simple answer to mismatch issue is legacy program infrastructure that allowed people to fall through the cracks and not be acquired by a program when they should have. After auditing and correcting the entry point issue, we also need to correct the acquisition program but when you do this, the date is set to {{system.dateTime}} which unless you are finding issues and correcting them the day of is incorrect.... Audit I just performed showed only 30K records that have an acquisition date that does not equal creation date (date only, not time as they are never equal). We now know its a best practice to set Acquisition Date = Created At BEFORE setting the Acquisition Program but have made mistakes in the past when correcting data which resulted in the Acquisition Date field being appended incorrectly. Dan Stevens​ - I like how you manage the list purchase process by not setting AP until they engage in another program. Question though, based on what I've learned over the years people always panic about not having an acquisition program, which in the list purchase scenario is typically a LP program. How do you give credit to the List Purchase as being the source of the lead if you aren't setting the acquisition to a program with List Purchase as the channel? What benefits or issues have you encountered by following your process as opposed to setting acquisition program to a list purchase channel program? My gut is that this could skew your records acquired by channel data when the record engages later on... ... View more

Yeah... that is the major problem here... not sure there is a better solution than just dumping my DB,  isolating records that are not equal and then importing the Created At date into the Acquisition Date field. ... View more

That is a great idea but still requires me to run my entire DB through the campaign to isolate the records which is really not ideal. If I'm gonna run my whole DB through a campaign, might as well just run Set Acquisition Date = Created Date. Same campaign run time.... ... View more

I agree with you Dan Stevens! I was going to hint at the fact that I think the engagement program dashboard is completely useless but felt kinda bad calling it out so bluntly...... ... View more

I do love spaghetti JD Nelson​!!! haha ... View more

Hey Macarena, I created a new blank engagement program and added a program with a smart campaign that has sent tons of emails for us overtime. After adding the program campaign, the dashboard was unaffected. This leads me to believe that the engagement program dashboard will only show results for casts that were executed in your engagement program, not outside of it. May be worth verifying with MKTO support, but if your assumption of the campaign metrics showing in the dashboard were true, the dashboard should change its metrics immediately when the new program campaign is added, which did not occur when I just tested. Another thought, the engagement program dashboard would be almost useless if if included campaign sends outside of the program. Hope this testing helps! Sincerely, Keith Nyberg ... View more

Hey Valentina, I haven't started our campaigns to capture DOI consent yet (scheduled next month). My gut reaction is that the conversion rates will be VERY VERY poor for prospects. Reason being is the number of people who will want to confirm opt in now when their initial interest was 3 months ago (or even later) is not very likely. Even then, this is based on the assumption that they saw your email and opened it in the first place (looking at your open rates will give you a good potential DOI idea). With the GDPR coming, I feel tons of marketers will suffer from the same issue which can be viewed as bad, or good if you care about having an active and clean database. I really look at this as an easy way to do some house cleaning.... Not an answer, but my thoughts. I'll follow up after launching our campaign to let you know. Sincerely, Keith Nyberg ... View more

Hey Anna, Based on what you have stated, this should not occur. 2 possible ideas of how this could have happened. Form was modified to add address field after these suspect records were created. This means when they filled the form, the address field wasn't present and thus, value is empty. Verify that you can see your address field with a NULL value passed in the "Filled Out Form" activity log If you don;t see this in the "filled out form" activity, this means the field was added after the people filled the form, confirming my assumption. Record was created directly via the Form API via a Bot (had this happen to me as bots going through the API are never on your LP) Doesn't follow restriction with required fields Should be easy to spot if this is the scenario as the records affected will look like spam. And no visit webpage activity is logged next to where the form was submitted. Happy to help you continue troubleshooting if you can provide some details on your findings in my recommendation above. Otherwise this is as far as I can go with the information provided. Hope this helps! Sincerely, Keith Nyberg ... View more

Hey Jen, I believe the best logic is defined below if you want them to visit 2 of 5 pages but not the same page twice as Josh outlined in his first example. No "min number of times" constraint is needed and a smart list is easiest to manage. Visited 2 Pages Smart List - Adv. Filter Logic: (1 and 2) or (3 and 4) or (5 and 6) or (7 and 😎 1. (Visited Page 1 & 2. Visited Page 2-5) or 3. (Visited Page 2 & 4. Visited Page 3-5) or 5. (Visited Page 3 & 6. Visited Page 4-5) or 7. (Visited Page 4 & 8. Visited Page 5) This is the most simple and accurate way to identify someone that has been to 2 of the 5 pages you reference without having visited the same page twice. From there build a smart campaign to action what you want. Trigger: Visits Webpage is "Pages 1-5" Filter: Member of Smart List is Visited 2 Pages Flow: Add to Engagement Program Sincerely, Keith Nyberg ... View more

You should be able to pass the details from your instance to the partner after the form submit using a webhook in a flow step. Now how you would trigger the webhook based on the pardot form handler action is unknown to me but shouldn't be too hard to figure out. Real question, why are you mixing pardot forms with a Marketo DB? Seems like a pretty unconventional use-case. ... View more

Unfortunately there is nothing out of box that allows this functionality. JS is the best route to accomplish this. ... View more

Sounds like Amber Hobson is trying to only show the boolean field when the system value is NULL/False. I know you can execute this with JS, but for non-coders this is always a tough solution. And to Amber's point, OOB you cannot control visibility rules for a field based on the same field's DB values (you can for another field). One solution that I have built/tested recently and have been meaning to share is written below. Create a new custom field of the same type as the original field. Add "Visibility Rule" to the end of the name or something similar so its easily identifiable. Then create 2 smart campaigns to manage the visibility field when the core field changes. Like this... When core field is marked TRUE, update visibility rule field to TRUE. And the opposite. When core field is changed to FALSE, update visibility rule field to FALSE. Once this is done, you'll need to batch update the visibility rule field to match the core field for our existing database. Now on the form, add both fields and make the visibility rule field hidden (allow pre-fill). Then add a form visibility rule to the core field to only show the core field when the visibility field is FALSE. This makes it so the core boolean field is only shown on the form when the visibility field is FALSE. And thus, allows you to show/hide the field based on the system value of the same field. Caveats: - Based on how fast your smart campaigns are running, the field may not remove from the form immediately. - Field will still show if cookies are cleared or user visits your site on a new machine. - Requires you to duplicate a field which isn't ideal and can be confusing if not given an intuitive name. I know i'll catch some flak from the people who are JS proficient (cough Sanford Whiteman​) but for me, this solution was easy to implement and required no JS. Let me know what you think of this solution! ... View more

Hey Mark, Really challenging to do this as you can filter on Smart Lists in MA but cannot specify a filter for "contains form trigger or filter". Another option, though not as fast, is to go into the Design Studio and look at the "Used By" section of every form you have. In that view, you will be able to see all smart lists that are using the form as a filter. Again, not very fast but not sure there is an easier way to locate all smart lists using the Filled Out Form is Any Filter. This method does however ensure you are only looking at smart lists that have a form filter as opposed to having to audit every smart list you have in your instance. This job sounds like a great opportunity for an intern if you have one. Wish there was an easier method, but really isn't. On that note can you please explain why you are interested in locating these smart lists? Just for fun? What are you trying to accomplish? There may be other solutions than what you think you need to do here is why I ask. Sincerely, Keith Nyberg ... View more

Some existing ideas to improve Forward to Friend functionality: ... View more

Hey Jennifer, This is currently not available OOB. I agree that both the form and header above the forwarded email should be customizable. Would make this functionality actually usable as opposed to being all ghetto like it is. Sincerely, Keith Nyberg ... View more

Hey Kristy, I can't speak to thje SFDC integration that thoroughly but in the Sugar integration we have a boolean field on all Leads and Contacts called "Sync to Marketo" this field must be checked for a record to sync from our CRM to Marketo. We then have a rule that appends that box when a user modifies the record. I'm assuming there is some field similar in the SFDC integration which would give you flexibility to control the scenario you are referring to in many different ways. I know this wasn't exactly an answer, but may get the wheels turning so others can assist here. Sincerely, Keith ... View more

nothing sticks out immediately. if you create a smart list with the same filter you defined above do 73 people show? can you also confirm you don't see anyone in the Investigate and Compare stream when the "People" view is selected as opposed to "Content"? ... View more

Another easy option is to add a filter to the smart campaign that does your lead routing in Marketo to only allow records with "Sales Owner = NULL" to run through your campaign. Routing Campaign Triggered Filter: If Sales Owner is Empty, execute flow. ... View more