Richard_Wasylyn

Richard_Wasylyn · ‎11-19-2019

Great content here!

Richard_Wasylyn · ‎11-23-2016

I'm wondering if anyone else is experiencing this issue. We have set up a few AEs with the email add-in, we have tracking activated on sales email sent and opened so we can give credit in activity reports in SFDC. When the AE sends the email vai gmail and has it flagged to sync marketo is writing into the activity history but then creating an email template with the content of the email. It's creating data and back up issues in our SFDC instance and I'm not getting a solution from support other than to contact my SFDC Admin. Anyone else having this issue and/or found a solution?

Richard_Wasylyn · ‎08-03-2016

Has anyone been able to use lead ownership by queue in their smartlists? We have a few active lead queues that we want to have alerts triggered by different queue but I can't figure out how to pull based on queue. Anyone?

Richard_Wasylyn · ‎03-11-2016

We are moving to an outsource outbound sales process were we have a number of accounts flagged as "no fly zone". I'm wondering if there is an easy way with Marketo to take the account list (about 850 accounts) and use that as a smart list to pull any leads in SFDC and re-assign them to a queue. Has anyone set up this type of system?

Richard_Wasylyn · ‎08-11-2015

Thanks for the response Josh. It's a large chunk of data so I'll reach out to support to open up the throttle. I was running a smaller pocket before and ended up maxing out the daily API calls.

Richard_Wasylyn · ‎08-04-2015

I have run a data append with a vendor and am going to upload the appended data to record in Marketo. I'm curious how long it would take for the data in Marketo to then write over to SFDC? Is it better to update the records in SFDC and then wait for the data to write back into Marketo?

Richard_Wasylyn · ‎07-30-2015

We had some data pushed into SFDC that should not have been. We want the leads to remain in Marketo and be synced into SFDC once they have performed a few other actions. If I delete the leads out of SFDC now and leave them in Marketo are there any potential issues we may run into in the future with sync?

Richard_Wasylyn · ‎07-30-2015

I'm in the process of remodeling our lead scoring. We have defined all the scoring adjustments and I'm in the process of implementing the new campaigns. We've decided to remove all previous scoring and run batch scores to re-calibrate all leads in the system. For any behavioral activity the campaigns will work based on the triggers. However, on the demographic side, we have a third party service that cleans our data, so I'm concerned that we will double score leads based on demographic info. Here is the scenario: - Lead is created - demographic information is scored (eg. industry value = telecom) - 24hrs later our vendor cleans the data - demographic (vendor changes industry value from telecom to technology) The only way I can think this through so we aren't double counting is to zero out the scores and re-calibrate the demographic score on a regular basis. This could happen through sales activity updating records as well, if a rep changed someone's title multiple times in one week would it just keep adding based on the data value changes?

Richard_Wasylyn · ‎03-27-2015

No lead source value on the forms at all. We have one custom field "MKTO-lead-source" with a value. Then the smart campaign that pushed that value into the lead source field if it's empty. We are using Lead Source as the first touch and the MKTO-Lead-Source as the most recent.

Richard_Wasylyn · ‎03-27-2015

We use reachforce for data enrichment, we have all the reachforce values hidding on the form that write to custom Reachforce fields, these then populate the native fields in Marketo if those fields are empty. Whe have the similar set up for our lead source so we maintain the original values. Our forms have a custom field MKTO-lead field. We have a data management campaign on form sumbit that populates the native lead source field if it's empty with the value in the MKTO-lead-field. Things seemed to be working but now I'm noticing on every form complete the lead source value is being updated even though there isn't any native lead source value on the field. I've contacted support and they are suggesting that I block updates on form complete, is this a good solution? If I move to blocking updated do I think move the native field back on the form and kill my data management campaigns to update the field if it's blank?

Richard_Wasylyn · ‎03-11-2015

I'm wondering if there are any issues with the time to sync SFDC to marketo. So if we set up and control lead score in Marketo with the behavioural and demographic lead scores. Then in SFDC have a custom field that adds the two, how long will it take to sync back into Marketo? We want to trigger alerts on leads that go over a combine value of say 100 points but if they are counted in SFDC and there is a delay moving them back into marketo it could cause some issues.

Richard_Wasylyn · ‎02-23-2015

I'm trying to set up our Lead Score field to be a formula of Behavioural + Demographic soring but having some issues trying to change the field type in SFDC. Is this a case where I have to delete all the data out of that particular field so that I can edit the field type? Also curious if anyone else has attempted to do this?

Richard_Wasylyn · ‎12-09-2014

Yes, I'm using a token in the choice step - If employee count is less than {{custom-employee-cound-field}} and it's not working.

Richard_Wasylyn · ‎12-09-2014

I'm implementing some smart forms that pull in a value for employee count on an organization. I'm able to take the custom smart form field and write it into our standard SFDC if the field is already blank. What I'm hoping to do is write the value in if it is either blank or less than the value in the custom smart form field. If I use a less than = token for the custom field, I get an error that the token is invalid. Any ideas on how I can set up the smart list?

Richard_Wasylyn · ‎12-03-2014

I pulled the data out of the field and removed it from any test flows and then was able to change the type in Marketo to match the SFDC type. Looks like it's resolved now.

Richard_Wasylyn · ‎12-03-2014

We recently changed a field type on a new custom field in SFDC. The field had synced into Marketo with the original field type, we made the change and had hoped that they sync would update the field type. We've waited about 48hrs now and the field in Marketo still hasn't synced with the correct field type. Will the field type eventually update, or do I need to make sure that the field is empty of all data on records before it will update? We've been doing some testing around the field so there is some data populated in marketo.

Richard_Wasylyn · ‎11-03-2014

So what I'm trying to do is consolidate some of our lead source buckets and add lead source details. I have a lead that has an lead source of "Event - Event Name - Year", the lead was converted to a contact and the lead source value was written in from Marketo (it was not a data value in SFDC). What I am changing is the lead source to "Event/Conference" with a lead source detail of "Event Name - Year". I'm able to make those updates on leads and contacts via a data management campaign in marketo. The issue is around a lead that had the original source but was them converted to a contact. I can change the contact lead source but if I'm running lead reports the original source will still appear on leads that were converted.

Richard_Wasylyn · ‎11-03-2014

I'm doing some restructuring of our data and field values. I'm currently cleaning up our lead source values but am having some issues updating values on converted leads. Has anyone figured out how to update lead source values on converted leads, I haven't been able to find any solutions on the SFDC forums.

Richard_Wasylyn · ‎09-26-2014

We are having an issue with one of our field mappings. Currently our Lead Status maps to 2 fields in SFDC - Lead Status and a custom field on the contact record "Current_Status_c". The second mapping should never have been connected. I've asked support if they are able to break the mapping on the second field but they are telling me I have to remove any reference to the field in our Marketo campaigns. We have lead status changes in most of our flows and it really isn't feasible to remove that from every campaign. Has anyone else been able to resolve field mapping issues without having to remove all the references in Marketo? I'm guessing the only way to get around this is do the work in SFDC - create a new custom field for the contact record data, move the data over then delete the custom field the lead status is mapping to. Help!

Richard_Wasylyn · ‎08-27-2014

I'm trying to upload a list into a program and set that program as the acquisition source on import. When I look at the drop down the program isn't available as an acquision source. I've checked all the settings in the program set up and everything is set correctly. Is there a timing delay before it will show up as an acquisition source?

Richard_Wasylyn · ‎08-22-2014

The problem is that a sales rep submits that form, they then get cookies for the prospect email address. Then if they come back to the website they then get alerts that that prospect has been visiting our website because his computer has the tracking cooking activated for that prospect. It's writing false information over to the record in SFDC.

Richard_Wasylyn · ‎08-22-2014

We have set up a form on our website for the sales team to unsubscribe individuals that have verbally asked to be removed from any email messaging. What we are finding though is when they enter in the email and submit that they are cookied with that email address and start to receive alerts for their activity on our webiste. The form we have is currently an embedded form. Has anyone figured out a way to disable the cook tracking on an embeded form, I understand how to do it with a marketo landing page.

Richard_Wasylyn · ‎06-24-2014

Is there any patter behind the mapping? Or is this something I'd have to do one by one? For example with class "form.lpeRegForm" does that always get replaces with ".mrkto.Form"?

Richard_Wasylyn · ‎06-23-2014

Digging into this a bit further, Forms 2.0 has a completely different set of classes that are being dropped in. Old form < li class ='mktFormReq mktField' > < label > First Name: </ label > < span class ='mktInput'> < input class ='mktFormText mktFormString mktFReq' name ="FirstName" id ="FirstName" type ='text' value ="" maxlength ='255' tabIndex ='1' / > < span class ='mktFormMsg'> </ span > </ span > </ li > New Form (form 2.0) <input id="FirstName" class="mktoField mktoTextField mktoHasWidth mktoRequired mktoInvalid" type="text" name="FirstName" maxlength="255" title="" style="width: 150px;"></input> I'm guessing that basically I'm going to have to either re-build my CSS or abandon Forms 2.0?

Richard_Wasylyn · ‎06-23-2014

Here are the screen shots of the approved, I'm trying to get the styling on the Forms 2.0 shot to match our original styling. It looks like the Forms 2.0 form is picking up the form themes from the editor and overridding our CSS.

Richard_Wasylyn · ‎06-23-2014

At this point most of our styling isn't getting picked up, we have some background colors and positioning that isn't working out. I've checked the CSS matches my original templates and added !important but not having much luck getting this form to work out. It still looks like the form themes are overridding my original styles.

Richard_Wasylyn · ‎06-23-2014

We are in the process of moving some of our forms over to Forms 2.0 but are having issues around out styling. We obviously don't want to release the new forms unless they match our existing forms but are having some challenges getting our existing styles to be recognized with the new forms. Does anyone have any quick tips on how we can get the new forms (forms 2.0) to adopt our existing styling?

Richard_Wasylyn · ‎05-30-2014

We did a bit of testing as we are preparing for the update on the Canadian anti-spam laws and your undersating is correct. You can uncheck the unsubscribe in Marketo to deploy to data.

Richard_Wasylyn · ‎05-22-2014

We have a unique issue where one of our sales reps went and checked the unsubscribe button on about 97 of his contacts in SFDC (I know bad that he even has access to edit that box). He then unchecked the box in SFDC, tried to send an email via Marketo but none would send. Checking the box in SFDC which maps back into marketo, does this generate a persistent unsubscribe?

Richard_Wasylyn · ‎05-02-2014

Hi Cheryl, Sorry for not responding sooner, support was able to resolve the issue. What happened is we set up the program as a webinar which didn't have the event settings exposed. After it was created the program was switched over to Event with Webinar, but because it wasn't originally created that way the event settings weren't exposed. We re-created the program with the correct type and it's all working just fine now.

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