David_Gallaghe2

This may have been addressed in a previous post. There the commenters recommended the use of a separate weekly scoring field that would need to be changed with each score change... read more here: https://nation.marketo.com/t5/product-discussions/score-is-changed-trigger/td-p/302330     That said, if you are only trying to see if a person who has reached 20 also has at least 8 points in the past week... you could use data change filters to get at that scenario and validate those two specific thresholds using constraints on both the DVC Trigger and DVC Filter new value + at least combined with the previous value + less than. Then on the filter tuck in a timeframe, and boom, there you go 😄 ... View more

I agree with @SanfordWhiteman - I would recommend pushing back on the request to get to the underlying reason for the request... in my humble opinion there are only certain programs and triggers you would want to cross the workspace lines, all being operational in nature... Lead/Person Scoring On-creation processes On person "status/stage" change processes Segmentations Analytics Global Lists/Smart Lists/Reports  Rule of thumb - keep your programs you want accessible to your users in their workspaces, keep those operational items you do not want them to be bothered by out of their workspaces, and centralize, as an admin, your operational day to day. ... View more

Keep in mind that you will likely be sending from a shared IP unless you upgraded to a dedicated IP with Marketo. In order to send email you will need to align these send from ip addresses with your DNS via SPF/DKIM records. some folks also like to set up a separate send from email subdomain for Marketing communications.    Net Net most of the info you need/require can be found here:  https://experienceleague.adobe.com/docs/marketo/using/getting-started-with-marketo/setup/setup-steps.html?lang=en#ask-it-to-configure-protocols https://experienceleague.adobe.com/docs/marketo/using/getting-started-with-marketo/setup/configure-protocols-for-marketo.html?lang=en  http://community.cdn.marketo.com/ConfigureProtocolsforMarketo.pdf  If you are a new customer and working with a launch pack partner or onboarding rep, they will have additional info for you too.    I hope this helps 😄     ... View more

  @Michael_Florin wrote: Definitely a reason to have solid naming conventions. AMEN and Absolutely This is crucial to reporting and scalability. This also applies more broadly to tokens, query strings and more...   My favorite, tucking in special values in querystrings, like ... cta=1, cta=2, cta=0... primary cta, secondary cta and bad cta respectively... I use this to skip the whole "url is" or "url contains somelongcrazystring" and for main/primary ctas... plug in URL contains "cta=1".   Great for scoring ... and doing so across workspaces... Trigger: visits web page containing cta=1& Filter: clicked link in ANY EMAIL Constrained link contains "cta=1&" timeframe IN PAST "1 minute"   ... View more

Das ist eigentlich komisch [That's funky] I'm curious Does it happen every time or only when the HREF url ends with an equal? Also random thought - have you tried using a single apostrophe/quote instead?   <li style="font-family: calibri, tahoma, verdana, sans-serif; font-size: 11pt;">Who’s the <a href='https://click.example.com/NDEwLVhPUi02NzMAAAGE1Rny-fFFL8GAItqktrhaAicK9UZqE8Puq1dFdcyHeO1h9AXoSuBBVGwOYKaT3-G2zoEoNXc='>GOAT</a>     Two more random thoughts that might be choking up za chur-mann Telecomm.  IE possibility that a standard US/ISO character between the E (last letter of Line 2) and 8 (first letter of Line 3) is not compatible with their system and rendering as a whitespace or possibly unknown character.    <li style="font-family: calibri, tahoma, verdana, sans-serif; font-size: 11pt;">Who’s the <a href="https://click.example.com/NDEwLVhPUi02NzMAAAGE1R-nyfFFL8GAItqktrhaAicK9UZqE[_IS_THERE_A_MISSING_CHAR_HERE MAYBE_]8Puq1dFdcyHeO1h9AXoSuBBVGwOYKaT3-G2zoEoNXc=">GOAT</a>     Maybe their system expects = preceding " within an html element to be completed before the element can be closed. ie it thinks that since the string string starts and ends with an =" that it's two attributes that are not closed off so it treats it as plain text. Best of of luck buddy! -David ... View more

Agreed and good points.   If there are specific custom activities you’d like to track that align generally to clicked link on web page or visited webpage, just trigger that to fire with the clicked url = a nice mkto user friendly output, followed by a query string with clearly delineated standardized parameters and values you define ie: — Video - Viewed 50% — (website/Video URL) — ?&type=video&action=viewed&actiondetail=50%&   You can then us the clicked link on webpage and query contains to get super specific without creating net new custom activities.   Works well with GTM. Have a look at munchkin api activity documentation.   (typing on mobile - please excuse any typos)   David ... View more

@Amy - This article is friggen great!!!   Here is Another iteration... of @Amy's methodology which adds categories and the use a two-digit gapped numbering sequence vs an n+1 approach. This enables the addition of new tokens as necessary without disrupting the ordering of what is already there . ie: (n+10 approach) 10, 20, 30, 40 etc. Now you can add items in between ie 15, then another item between 10 and 15 as needed :D.   Using tokens in this manner can add complexity as pre-planning and testing is crucial. Once you uncover what can be tokenized and deploy, really any methodology - just make sure its based on your business case - you will gain huge speed advantages, enable draftless updates and for some of you, the ability to directly inject localizations...    Do your discovery, figure out where things are repetitive and/or prone to change or error and map out your tokens accordingly. Note that Rich Text Tokens will not render in text only emails so you will need to create a text only token anytime you plan on using rich text tokens. Example For complex campaigns/webinars etc -  i've leveraged things like this in the past. These are for example only.   EM Detail 10 - Send From Name EM Detail 12 - Send From Address EM Detail 14 - Reply To Address EM Detail 16 - Subject EM Content 10 - Headline EM Content 20 - CTA Text EV Detail 10 - Name EV Detail 20 - Date - Long EV Detail 22- Time EV Detail 24 - Date - Day EV Detail 26 - ICS LP Content 10 - Title LP Content 20 - CTA Text LP Detail 10 - Meta Title LP Detail 12 - Meta Keywords URL 10 - CTA - Reg LP URL 12 - CTA - Reg Followup LP URL 20 - CTA - Post Event LP _CODE 10 - Head CSS _CODE 15 - Head JS _CODE 20 - Body Open JS _CODE 90 - Body Close JS   PS: "_ " are used like "z" to kick certain items to the end... 😄 ... View more

Important Call Out It is implied above and I wanted to make sure to call out that tokens used for email links should never contain"http://" or "https://", they should only include the url portion that follows. If the HTTP/HTTPS is included in your token, your links will work but will not be tracked as the href did not start with "http".   For Secure Links: <a href="https://{{my.06 URL}}">CTA</a> For Standard Links: <a href="http://{{my.06 URL}}">CTA</a>   I got hit with this early on and love using tokens in this manner. Just want to make sure no one makes the same "green" mistake I did all those years ago.   -David ... View more

While I do understand there may be added complexity behind the scenes, at a minimum being able to sort date, integer and scoring fields should be doable right? Please marketo can you do me a solid and take this request to heart! PS: any chance #marketosupport or engineering can force the sorting ability on specific fields? -David ... View more

Keep in mind this was my solution almost a year ago with a small db. One thing I did notice is that the link click was tracked in Marketo, but I never saw anyone actually hit the page with that link -- then again that was in Marketo "viewed page" and not GA. Good point Mr. Sanford Whiteman​ . #badidea​ ... View more

There are numerous ways to resolve this. I decided to rely on program statuses and did the following: I updated my email templates to include 2 linked pixels. one at the very top and one at the very bottom of said email template. each of those pixels were hard linked to our homage with utm tokens added I updated the utm_term to read ...&utm_term=clicked-top--{{my.utm_term}} and ...&utm_term=clicked-bottom--{{my.utm_term}} respectively. updated smart campaign filter: I made sure to exclude anyone who clicked a link containing utm_term=clicked-top or utm_term=clicked-bottom in the past 1 minute . Additionally, I also added anyone who clicked those links to a global list for safe keeping -- this was mainly as a sanity check to know who's email clients were click-happy. Whether right wrong or indifferent it worked for me... ... View more

It sounds like you are using email variables when you should be using tokens as noted above. I figured out the hard way that variables will not render when they are in an editable are of an email... ie image alt tag, a href etc. The intent is that you can drop in a module, update the text box on the right side and your variables are set. done. Reality hits as you noticed when those variables render as themselves rather than the intended content. I like using tokens for links in emails. Make sure that the http:// or https:// is hard coded before your token . https:// {{my.EM - CTA Primary URL}} https:// {{my.EM - CTA Secondary URL}} https:// {{my.EM - CTA Tertiary URL}} Why? If you include the http:// or https:// in the token, marketo will not generate a tracking redirect link when it renders. Setup your UTMs as tokens and hardcode what makes sense...ie: https:// {{my.EM - CTA Primary URL}}?{{my.EM - utm_campaign}}&utm_medium=email&utm_source=company&utm_content=newsletter&{{my.utm_term}}-button I usually have tokens ready and raring to go for each of my utms, but in certain cases, like this one, it makes sense to simply hard code what makes sense. I also mix-up the utm_term by combining a token with a dash and a fixed value based on the link location... -logo, -cta, -text -link, -ps, -footerlink and so forth... This has helped me quite a bit, but up to you how you want to role . Sidenote: Source does not always = Source With that said be cautious how you use and map your UTM SOURCE and UTM Medium. It is common that companies will link utm source directly to lead source during form fills, note that Lead/Person Source typically refers to the the general medium of entry ie: email, landing page, purchased list. This is much more like the UTM Medium by google standards. UTM Source is usually the name of the actual source, ie: google, facebook, etc. I know this was a bit long winded, but I hope this brings more clarity than confusion ... View more

This is a pain in the arse for sure. I've had a few discussions on the subject and (I am not sure of the validity, but sounds right)... If you are warehousing your activity detail -- running nightly exports of activity history, that meta data is included in those exports. Then with a few allegedly simply queries depending on your particular setup, you should be able to run a query or BI tool to locate those trouble spots the next day. I also had some chats with the folks over DigitalPi Consulting​ about a year ago and they were putting together a really slick Omega DigitalPI for monitoring Marketo Health/Syncs/Etc. The turned it into a product/service: OMEGA – Automation Intelligence . I'd suggest checking it out. Note of bias -- I am partial to DigitalPi: they're smart, witty, and get both the human and operational side of marketing. ... View more

1. This is way more in depth than I expected. Thank you very much, this rocks!!!! 2. Re: Also, sync'ed records will sync on a planned sync if they have been updated since the previous sync and only in this case. That's what I thought (and said...). Nice to reaffirm, i am only moderately going nuts. 3. Cheers and thanks again! -David ... View more

The following has been reposted as a new topic here Can leverage record visibility rules when syncing with SFDC rather than hard-coding a "Marketing Sync" via marketo suppo… Question for you Greg​​. Background: Technically a Marketo Sync user in salesforce is just a user... as a user, there are differing profiles, roles and permissions based on any number of things, i.e: regions, demographics etc. Question: Wouldn't it be possible to set up SFDC in a way that enables only specific records be visible and editable by a given user. ie: based on a field or value... ie: Marketing Sync Field: Sync Disabled, Sync Enabled Instance A, Sync Enabled Instance B -- or is there an issue ie: duplicates or just the fact its not possible. Also I just got a support ticket response that said when selective syncing (not 1:1), leads previously synced with sfdc that are later updated by mkto are not automatically synced back with to/with sfdc in its recurring sync cycles... is that really true? -David ... View more

One challenge for you Grégoire Michel: Sales alerts. I find those are pretty handy to have in the design studio... standard response, a few tokens to make it program specific now requested updates can be made in one place rather than every alert. Here's a con for you David Gallagher​. Put that in an operational alert program... separated from your other programs that you call as needed. Then if you need to make variations you can. Your point is well made. Now I am debating myself... ok its late in the day -- time to bounce ... View more

Smart Campaigns: Think of campaigns as things that can manipulate data. They are simply Workflows. Emails: Emails on the other hand are always involved with people & Communication. They work best when tied to a program that can maintain status, success criteria, and other CRM benefits. With that said... always tuck your smart campaigns & related emails inside a program. Personally, I do that with campaign only programs like -- lead scoring, lead journey /rcm transitions, engagement nurture traffic-cops etc. This may seem counter-intuitive to some BUT the kicker here is cloning and TOKENS . Say you make 3 emails and a single smart campaign to take care of the sends... now you get a request: "hey, that email drip was awesome, can you do that for our new partner?..." --> Now you need 5 minutes to clone the program set up any adapations and you are now ready to drop in content. By cloning the program, you will also clone all the extra goodies and failsafes you may have added in the interim. Set up an operational or "you name it" default channel. Drop your assets in there along with your flow/smart campaign and boom you can clone and go. The other advantage of using a default program is that you can nest Email or Event Programs inside . Then you can use tokens and all sorts of tricks to keep things easy for your other Marketo users. Side note: if you know you will get a request like that again, clone that program. remove any identifying info, and label it as a template... now you will have something you know works that you can clone again and again. ... View more

Ok Jonathan Ankiewicz, This is wicked cool. My new found ability to render a landing page with all those fun placeholders where ever I happen to be... PRICELESS -- regardless of quirks -- is cool. Bless you sir! ... View more

We had the same issue. We simply opened a support ticket with marketo and it was resolved quite easily... just a minor tweak to the robots.txt on their side. They updated it same day . ... View more

My first suggestion -- Don't hesitate to just build it. You don't need a detailed plan, just a white board with a solid outline of the flow/journey you want your visitors to embark on, internal/external goals and KPI. Just build it you can always load in a set of test leads to run real time testing with out affecting your actual lead database . Test it, see if it works as you expect -- and see where any gaps may lie. Revise, test again, revise test with a small live sample group, revise and launch. This is a great post! While each case will be different I thought I'd share a few things we did that seem to work and scale quite well. I created a default program to manage my "global/cross-engagement program" assets and campaigns There I setup a static list that that triggers pausing and unpausing engagement program cadence based on a simple addition or removal from that list. Adding to the list pauses via one smart campaign across all engagement programs -- Trick -- use your constraints Removing from the list unpauses their cadence across all my engagement programs -- Trick -- use your constraints There are also some other exclusion lists and a few other things tucked in there for safekeeping. I went ahead and created an engagement stream for each industry served. Individual Streams are similar across most programs as they are based loosely on our Revenue cycle model in an effort to deliver the appropriate content at each stage of the funnel. I leverage external evergreen programs to manage our asset distribution ebooks, blogs, demo calls to action etc. The main advantage here are tokens, tokens, tokens. each contains... Assets/Campaigns: Landing Pages, Email Auto Responders, Smart campaigns for Status, etc. Nested Email Program - Nurture: Email | Smart campaign -- send email | Smart campaign -- add to Engagement Program Nested Email Program - Drip: Emails | Smart Campaigns -- Send Email[x], Send All Email, Remove from Drip Smart campaigns TR 00 -- Send All Emails: Send all Emails | Request Campaign: "TR 00 -- Remove From Drip" TR 00 -- Remove From Drip: Remove from all Send Email Campaigns TR 10 -- Send Email 1: Add to Nurture Pause List | Send Email 1 | Wait X days | Request Campaign "TR 20 -- Send Email 2 TR 20 -- Send Email 2: Send Email 1 | Wait X days | Request Campaign "TR 20 -- Send Email 2" TR 30 -- Send Email 3: Send Email 3 | Remove From to Nurture Pause List To overcome potential unsubscribes, we include a small paragraph at the bottom of the AutoResponder and each drip that mentions they will be receiving [x] emails containing "bonus content" about the [asset]. They are then offered the ability to receive all the bonus content now, or skip the bonus content this time. While a bit complicated, it's actually quite scalable since you can templatize the Evergreen program with the nested programs intact, or separate them out and clone them individually as needed. I find that leveraging a nested email program is quite handy especially when using campaign sync with sfdc. This enables the email program to house all the members who have taken part without affecting the member status of the parent Evergreen program that is in sync with SFDC. This means only those that "Fill Form, Download Asset, or Lead Converted" are captured ensuring we have all the meets min requirements to sync them to salesforce. Just be sure to add any members of the evergreen program to the nested nurture program so the end user doesn't receive the same content again after self selection... you can also add a filter in the engagement smart campaign connector that excludes members of either campaign -- up to you. There are 10 ways to do anything. this is one way that worked really well for us and made it easy to tuck in segmentation, leverage tokens and even split our drip email reporting from nurture reporting... Another handy advantage is that you can get all the email details at the parent campaign folder level. We also went so far as to prepend 4 digit codes to our programs so we knew what they were, and post-pended 4-digit codes for each asset. That way when we export the details with very little excel magic we can sort pivot and report on specific email types across programs and program types... Example of exported program/asset name: EGEB 2017-05 -- Best Ebook Ever.EMNU -- Best Ebook Ever.EM10 -- EMNU Program: EGEB 2017-05 -- Best Ebook Ever EGEB = Evergreen Ebook Nested Program: EMNU -- Best Ebook Ever. EMNU = Email Nurture Asset: EM10 -- EMNU EMNU = Email Nurture Again this is what worked for us, but there may be a few ideas in here to help you along your engagement journey... Please pardon any typos, this was written as a stream of consciousness. ... View more

The issue with inherited tokens and inability to delete and restore to the parent typically occurs when a token is used inside a <div>{{my.example}}</div> container or in a flow step. Typically if a {{my.token}} is used as a send From Email Address, subjectline, css, image/style attribute inside the "<"of the html code"/>", or nested inside a landing page ${LandingPagePlaceHolder} -- I can successfully delete and restore the token. With that said, if the token is not text or placed in a location other than those mentioned deletion does not always work.Just a few cents. ... View more

That sounds about right with my experience as well. Glad to know I am not going nuts . (this time at least) ... View more