Anna_Leary3

Anna_Leary3 · ‎12-17-2019

I would get in touch with your Marketo rep regarding a new instance for a new CRM connection. Once a CRM has been integrated via the native CRM connector (SFDC or DCRM) you cannot reconnect a new type of CRM or even a new instance of the same CRM.

Anna_Leary3 · ‎11-13-2019

They could be missing required fields for the SFDC sync.

Anna_Leary3 · ‎10-18-2019

I agree with Alex above - utilizing an outside resource that knows email template code for Marketo would be the best solution and also would allow for customizable emails with modules. One thing to note any time with manipulating any code on an email in Marketo is that it will break it from the template which in turn could cause formatting and other issues on various email clients and platforms.

Anna_Leary3 · ‎10-08-2019

Tyjen Conley‌ - have you used something like Email on Acid or Litmus to see how its rendering across all Outlook as well as other email clients and browsers? Unfortunately, you'll find that Outlook throws errors in a lot of emails and special code outside of HTML needs to be added into the email template for Outlook to render somewhat correctly. For anything with Outlook, the simpler the email look the better.

Anna_Leary3 · ‎09-11-2019

Yes I'd love to know what they say. I also found this in regards to the conditional questions and needing a csv file with UTF8 encoding. I guess this would require all of the fields these are mapped to to be string fields? https://www.facebook.com/business/help/154286325106161

Anna_Leary3 · ‎09-11-2019

Hi Dominic - I've also seen if the from email address is not using the correct domain associated with your Marketo instance, this will not send test emails through to you. Make sure to check that! You should only be using the domains set up in the email section of your Admin dashboard.

Anna_Leary3 · ‎09-11-2019

Hi Tony - are you trying to set visibility rules on a Facebook lead ad form based on how certain fields are answered? I'm not sure this is entirely possible as it technically isn't a Marketo form and is just sending leads in through an API connection. Typically, Facebook Lead Ads are supposed to be simple forms for the purpose of generating leads. From there you would maybe want to send them an email that directs to a landing page that has a more detailed form for further information to see if they are qualified.

Anna_Leary3 · ‎09-11-2019

It is basically Linkedin's way of getting approval to send the lead's information to your system. As this is a lead gen form that populates within the Linkedin user interface, they don't want a user to confuse this form with one of their own. It is why you have to tie your privacy policy to all Linkedin ads.

Anna_Leary3 · ‎07-17-2019

Were the people added to the program as members prior to the email being sent? Are you using program status progressions? What program status do those 2,000 people have? If you only have a program status change based off a certain action (Opens email, for example) then that means that if the people were not added to the program prior to send then the next program status change flow they go through will be what adds them as a member of that program.

Anna_Leary3 · ‎07-16-2019

Hi Nick - is your Facebook ad leading to a landing page or is it a lead gen form? If they are filling out a form that feeds into mMarketo then they should be entering your database. Here is a ton of info on the various Facebook-Marketo integration features that you can set up within your instance: https://docs.marketo.com/display/public/DOCS/Facebook

Anna_Leary3 · ‎07-16-2019

Hi Emilia! What are the fields on the two accounts that you need to tie to one field in Marketo? One way to set something up so this could work would be to set up two dummy fields that these values could each map to from the LinkedIn integration and then you would set up a workflow in a smart campaign to populate those values into the one field you need in Marketo. Hope this helps! Anna

Anna_Leary3 · ‎07-16-2019

Hi Sant Singh Rathaur! Some quick pro/con notes on workspaces to keep in mind: - CON: Folder naming is by instance, not workspace. Develop an instance wide folder naming convention - CON:There can be issues with linked assets if you ever try to share, clone, or migrate across workspaces - PRO: Workspaces give you the ability to completely control the assets a user can access and segregate your users based on region or business unit Hope this helps!

Anna_Leary3 · ‎06-04-2019

Marketo should allow you to be able to merge emails so the same email ID is carried over to emails that already exist in a nurturing stream. For example, if you have a new email template and want to update your emails with the new template's looks, you should be able to create the new email and merge it with the old email so that it picks it up as the same email within your nurturing stream and isn't viewed as a completely new email.

Anna_Leary3 · ‎05-08-2019

Thanks for the input, Justin. It would be great if that could be communicated to the wider Marketo community since it's been a highly anticipated feature.

Anna_Leary3 · ‎04-16-2019

Hey Adele! Frank has moved on from Marketo and last I heard continuous sync has been pushed to the backburner.

Anna_Leary3 · ‎01-22-2019

This is super helpful - thank you!

Anna_Leary3 · ‎01-17-2019

Hi Brittany - what does your program set up look like? If you have an email program where the My Tokens live and you have a smart campaign that creates your tasks in the flow living outside of that email program then the My Tokens will not populate here. It's a safer bet to use person tokens, company tokens, system tokens, etc in any flow steps.

Anna_Leary3 · ‎01-16-2019

Thanks, Dan!

Anna_Leary3 · ‎01-16-2019

Has anyone had success in using a champion/challenger email test that lives within a nested program in an engagement stream and using the nested program in the stream rather than the email directly in the stream?

Anna_Leary3 · ‎01-15-2019

Hi Cynthia, Just to note that if you have phone number information that is also used to match audiences in Facebook, but I believe only Linkedin uses email addresses. If you have phone number data for the leads in your list then you might have a better chance of matching them, but unfortunately if their email addresses don't match an account on either platform then your lists will significantly decrease.

Anna_Leary3 · ‎01-13-2019

Hi Elise, Each stream you set up has default transition rules when you click on the 'Transition Rules' then 'Edit Transition Rules'. In order to get this to how you'd like to transition from one stream to the next (ideally, when the lead has exhausted being in the initial stream) you can add additional triggers and/or filters to the default transition rules that will help them flow through the different streams as you'd like. Here is a Marketo doc that could also help you out: Transition People Between Engagement Streams - Marketo Docs - Product Documentation Anna

Anna_Leary3 · ‎01-10-2019

Hi Sarah - yes, that is definitely the way to go for things such as copyright year, logo, and address in the footer since it will be the same across all email templates used in Marketing Activities. And then create program level tokens within marketing activities for anything else that you want to tokenize that might change more often. I'm not sure if the template you had created allows for snippets, but snippets are also another way to create a footer that sits within an email and can also contain tokens. Snippets are used if you have more than one footer that will be used in emails (example: different office locations or compliance verbiage). Here is more on snippets in Marketo docs: Add a Snippet to an Email - Marketo Docs - Product Documentation While Sanford is correct in that you can create self-updating email script that will update the tokens, for those that are less technical or do not have technical resources then the above is a great approach!

Anna_Leary3 · ‎01-09-2019

Sarah - are you emails mostly living within Marketing Activities? If so then I don't see an issue in putting this token within the email template itself. If it's a template used to build emails within the design studio then I would be cautious as to even using tokens with default values because you would always have to remember to go edit the email template if the default value ever changed. Just a head's up.

Anna_Leary3 · ‎01-07-2019

Nice, Meghana! Thanks for putting this together - super helpful for any newbies!

Anna_Leary3 · ‎12-18-2018

Like Josh said, you can download the html in the Email Actions menu OR you can click Edit Code and copy the entire code and paste it to wherever you need to reference it (like Dreamweaver or something)

Anna_Leary3 · ‎12-18-2018

I highly recommend setting up a copyright year token that lives at the highest level within your Marketing Activities. Tokens can be updated a lot easier than templates and even snippets as updating them does not put your emails into draft mode. You could even consider putting that copyright year token within your snippet.

Anna_Leary3 · ‎12-10-2018

Hi Malik! I ran into the same issue. If you click on the pencil icon in the top right corner of community and scroll down to 'My Cases' then that is another way to access the support ticket portal and submit a case. Hope this helps!

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