Ellie_Boardman-

Ellie_Boardman- · ‎09-29-2017

Allow the random sample filter to be used in advanced filters. Would help with many campaigns instead of having to find workarounds

Ellie_Boardman- · ‎08-11-2017

Hi - has anyone else reached their engagement program limit before? Surely we can't be the only company but Marketo won't consider increasing our program limit without us putting together a business case for it. I have cleansed our database and removed/archived any unused programs. It seems a shame that even archived programs go towards the program limit and we obviously don't want to delete programs due to the loss of reporting. Does turning off the engagement free up a space and does doing that keep all the reporting?

Ellie_Boardman- · ‎04-28-2017

It seems to be but I'm GMT. I was hoping for the reports in RCE to show the same time zone as what is set in my Marketo instance.

Ellie_Boardman- · ‎04-28-2017

The time zone in RCE doesn't seem to reflect the time zone settings in my Marketo instance. Are there any settings to change this to get accurate email analysis for the 'hour of day' filter (without having to manually figure this out)? Thanks, Ellie

Ellie_Boardman- · ‎04-18-2017

Hi Jeff - this has been happening to a couple of my campaigns recently in a new template that was created. Did support identify the issue?

Ellie_Boardman- · ‎03-22-2017

Thanks Greg!

Ellie_Boardman- · ‎03-22-2017

Oh no - how annoying! Thanks for letting me know. Don't suppose you have a clever work around? Would it be a case of adding a step to the smart list for each event 'is not member of event opt out list'?

Ellie_Boardman- · ‎03-22-2017

I'm currently building a subscription centre and creating some master smart campaigns to make sure specific preferences are excluded from relevant programs. We run hundreds of events each quarter, so I'm after a flow step that ensures if a lead qualifies for/added to the 'events opt out' list, they are also removed from all event programs. I can't seem to find a suitable flow step to do this - any suggestions? Thanks, Ellie

Ellie_Boardman- · ‎03-15-2017

Great, thanks both for clarifying - that’s the answer I was hoping for as I only want them to qualify for the first choice they reach in the flow step. So if member = true (in choice 1) this will automatically send an alert to client services. All others will be treated as prospective leads and can be passed to sales based on their postcode region. I just wanted to make sure members wouldn’t qualify for both choices, so were at risk of being sent to both client services and sales. Although the majority are prospective leads who fill in the 'contact us' form, we do get the occasional member which is why I want to add a filter to differentiate these form fills so they get allocated to the right team.

Ellie_Boardman- · ‎03-15-2017

Can a lead qualify for multiple choices within one form field? For example after a contact us form fill: Choice 1: IF Is member = true (send alert to client services team) Choice 2: IF Postcode area = AA, AB, AC, AD, AE (send alert to sales team 1) Choice 3: IF Postcode area = BA, BB, BC, BD, BE (send alert to sales team 2) I'm aware that existing members that qualify for choice 1, could also qualify for choice 2 as we will also have their postcode info already stored in Marketo. If they are a member and their postcode = AA for example, will only one alert be sent (choice 1) with this being the first qualifying filter or will an alert go to both the emails in choice 1 and choice 2 as they qualify for both? Thanks, Ellie

Ellie_Boardman- · ‎02-28-2017

Thanks Dory - what a pain!

Ellie_Boardman- · ‎02-28-2017

How do you export a dashboard created in RCE? Can't seem to find the functionality anywhere... Thanks!

Ellie_Boardman- · ‎02-21-2017

Ah perfect - thanks!

Ellie_Boardman- · ‎02-21-2017

Hi Adele, thanks for your quick response! That makes sense - is there a way round this so I can apply the CAN filter somehow?

Ellie_Boardman- · ‎02-21-2017

Sure it's something simple I'm missing but any idea why I'm unable to select 'advanced filters' for the below smart list? I want the filters to be: <'fills out form contains xxxx' or 'fills out form is xxxx'> AND CAN is empty The 'advanced filters' option is greyed out as if the set-up is wrong...

Ellie_Boardman- · ‎02-01-2017

Hi Tori - I have noticed this and can't figure out why. Deliverability is still very high but I have too noticed a decline on certain emails such as our newsletters which previously had a much higher OR.

Ellie_Boardman- · ‎01-26-2017

Thanks Adele, as per your suggestion it was 'doing nothing' under the default choice so think I've figured it out! Always the simplest answers that I seem to miss!

Ellie_Boardman- · ‎01-26-2017

Hi - I have set up various default programs with subsequent SCs to record and track success.The SCs are working as they should with members as a result of form fills, however no members are showing in the actual program. When looking at the SC results, 'change program status' is being skipped. Any idea why this may be?

Ellie_Boardman- · ‎11-29-2016

That's great, thanks for your help - really appreciated.

Ellie_Boardman- · ‎11-28-2016

As I've stated above, no I'm not very "clued up" on how to use cookies Our developers have created this for us, my question was whether I was doing anything wrong in setting up these to capture the fields in our web forms. I certainly wasn’t asking anyone to write the code for me. I’m sure you appreciate not everyone is experts on coding and responses like this certainly don’t help us less experienced reach out for help! I was simply troubleshooting and hoping to pass on any key info to our developers to assist further.

Ellie_Boardman- · ‎11-25-2016

We have had new cookies created so we can now monitor last touch. First touch is working as it should and always has - this is a static field. The last touch has been created so it is overwritten each time the UTM value is populated. I've gone to create the last touch hidden values on our web forms but after doing some tests, no last touch values are being pulled through. I'm not very clued up on cookies and the development side of things so any advice would be great as to where to go next / what I'm missing? Thanks, Ellie

Ellie_Boardman- · ‎09-30-2016

Thanks - logged in this morning and they've finally all been delivered. Thanks for your help

Ellie_Boardman- · ‎09-29-2016

Hi - any idea why quite some leads have been 'pending' in my email report for over 24 hours? I've not seen leads stuck in this stage for so long before. Thanks, Ellie

Ellie_Boardman- · ‎09-20-2016

Hi Steven - I think it was a bug at the time as the issue seemed to resolve itself after support tried a few times. If you still receive the issue today, I'd log a ticket with support. Sorry I can't be much more help!

Ellie_Boardman- · ‎09-14-2016

Thanks you all for your input - really useful & Dan that is definitely somewhere we'd like to get to. At the moment we are tracking this but in a very manual way.

Ellie_Boardman- · ‎09-13-2016

We just want to track this activity but yes, success in the channel is attributed to a separate SC for 'fills out form'. The SC is working as it should but my question is - as 'referral source' etc is populated based on first touch, only leads that qualify for this criteria as their first activity are falling under the SC. We want SCs and a model set up so we can track all key touch points, not just first touch. For example, if a new lead clicks a brand PPC ad, then at a later date clicks a social ad, only the PPC activity is being recorded in the opportunity influence analyser report as they can only qualify for this one SC, not multiple. Not sure if I'm explaining this very well, sorry!

Ellie_Boardman- · ‎09-13-2016

Thanks Robb - is that the solution you've gone with for your set-up? Josh - please find screenshot below. This is an example PPC SC. I believe the problem is that 'referral source', etc is based on first touch so once this is populated, additional activity won't be captured here. The same set-up is used for social campaigns, etc. The SC didn't work when I added some of this info as a constraint for 'visits web page' but happy to adapt the SCs with any suggestions so we can capture this information for all scenarios.

Ellie_Boardman- · ‎09-13-2016

So I've hit a bit of a blocker with my attribution reporting set-up… I've created various SCs to track and update program status' for my various channel values but the only leads which are qualifying as members for these are new leads who have come through these channels as first touch. I was hoping my leads would pass through any SC that corresponded with their activity (including PPC SCs, social SCs, etc) to support the multi-touch attribution / show on the opportunity influence analyser. I can see why this is happening (& in theory is therefore working as it should) as I presume the ‘referral source’, etc is listening out for these details in the lead info opposed to the campaign url which is possibly why I’ve not managed to capture this info. Does anyone have any experience of setting up multi-touch attribution and can share ideas on how best I can capture this information moving forward (without RCE)? I’ve asked support for advice on this but they’ve suggested I ask on here as they don't see any workaround at the moment to look for multi touch…

Ellie_Boardman- · ‎08-25-2016

Thanks for pointing out - I've just checked with the team here and they've advised it's because this example is Bing and the parameter is dynamically generated but have been told Google is fine.

Ellie_Boardman- · ‎08-25-2016

Do you think this info being stored in separate places is impacting the SC I'm trying to run? I've noticed for the same lead, once they've filled in the form on that webpage the 'Referrer URL' is now populated like your example above. Although the link info is populating in the activity log, the SCs (both 'click link' and then 'fills out form') are not displaying any results. I was hoping it was just something simple I hadn't set up correctly in the SC.

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Date Registered	‎03-09-2016 08:28 AM
Date Last Visited	‎12-22-2021 03:19 AM
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Allow random sample in advanced filters

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