About Chris_Wilcox

Chris_Wilcox

In addition to what others have said (visibility to integration user + "Active" status), it's possible your firm has custom sync rules that prevent certain things from syncing. Sometimes this is as simple as a boolean "Marketo Eligible" on contacts or campaigns, etc. Look into that too!

Chris_Wilcox

Are your lead scoring programs all built out, activated, and reacting activity that's currently taking place? Seems like I'd walk backwards through my scoring programs to ensure activity is being logged properly for contacts and leads since that's what populates into the MSI data. There's also the Sales Insight section in Admin where you define which scores are used to power stars/flames, and what thresholds should be used for classifications so make sure that is pointing to your active scoring model as well.

Chris_Wilcox

Lots of organizations have trouble aligning their marketing and sales teams. It’s not uncommon, and it (kind of) makes sense when you think about it! Marketing and sales typically perceive their differences in priorities, (Marketing focusing on lead gen, content creation, etc., and Sales focusing on closing opportunities and servicing customers) as a barrier to those groups working closely together. If any of this sounds familiar, you should come to my session at Summit! Marketo Engaged is designed to help foster an alignment strategy that promotes efficiency, scalability, and all around better outcomes for your organization. Marketing and Sales might have different day-to-day priorities, but at my session at Summit I’ll be discussing the fundamentals of how to use lead scoring in Marketo Engage as a way to build a relationship between teams. You’ll learn ways to engage with your sales organization and collaborate on scoring, how to align priorities and goals, and how execute your plan in Marketo Engage. Getting off the ground with a lead scoring program might sound daunting, but it’s not. It will help everyone get on the same page, and will drive the effectiveness of your sales and marketing teams to deliver better outcomes and growth. Hope to see you there!

Chris_Wilcox

One thing in your logic that might be causing the issue is that I think your rules should be: Is member of list A, Not in List B, AND not in List C. You have it as Member of A, Not in B OR C. That should be an "and" I believe. Try that, see what records you get back.

Chris_Wilcox · ‎02-26-2020

So long as those additions of "Excluded" to the nested program are happening prior to the cast date/time, it should accomplish what you're trying to do!

Chris_Wilcox · ‎02-26-2020

Yep, I'm an idiot. Thanks!

Chris_Wilcox · ‎02-25-2020

What you want to do, is almost pre-load the people who have already received that message as a member of your nested default program. So think about it like this. You have your "Send" Smart Campaign sitting in your nurture, waiting for people to get to that cast in the progression. You want to create a SECOND Smart Campaign inside that nested program, that adds people as members of your nested program BEFORE they get to that cast. Marketo will progress to the first nested program of which a lead is not currently a member. It will then reference whatever your Send campaign is, confirm they meet your qualification, and be sent the email. If you're pre-loading members to the nested program with a status (I recommended creating another lead status for default programs of "skipped" or something like that to assign for these cases), since that person is technically already a member of that nested program, they will bypass that when the next cast comes. I hope that makes any sense. Frankly, I have a little bit of a hard time sometimes with nested programs since we don't use them all that often so let me know if that makes

Chris_Wilcox · ‎02-25-2020

Hey Denise, Sounds like you got about 95% of the way there! When you're on that compose screen with the blank template, there's a dropdown at the top where the Marketo folder tree will appear that shows users where any currently published to MSI Email Templates are located: If you want to confirm your MSI email is published to sales insight, check the summary panel for that email asset in Marketo!

Chris_Wilcox · ‎02-25-2020

Hi Everyone, Is it possible to filter on Activities that are scheduled for a future date? I'm using the "Activity Was Logged" filter using the constraint of Activity Date == "X Date in the future" and I'm having no luck. I absolutely have records in my CRM that have a future meeting logged as an activity that is future dated that I am trying to filter against inside a trigger program, but this filter is returning nothing. I tried "on or after" tomorrow's date as well and zero leads are returned. Does anyone have any thoughts?

Chris_Wilcox · ‎02-21-2020

The way to accomplish this is to use nested programs within your NEW nurture program. Essentially, you'll create "Default" programs that will live inside your engagement program. Inside that default program, you'll have the email asset associated with that cast, as well as a Smart Campaign that will be able to define who can qualify for the message. Here, you'd essentially pre-run these smart campaigns to add people who have already received these messages to your nested campaign. Once those people are members of your nested campaign in your new engagement program, they will SKIP that campaign when it goes to cast (just like it works if it were the same engagement program), and will move on to the first program they DO qualify for. In all honesty, nested programs can be tricky. They behave (in my opinion) a little odd until you get your head around the concept of how the nest program qualification stuff works. I'd encourage you to do some digging in community and youtube to learn about nesting default programs in engagement programs, as I'm confident you can find a solution with that method!

Chris_Wilcox · ‎02-21-2020

Full disclosure -- I've never done this, but knowing what I know about Marketo and SFDC, would your SFDC Admin be able to create a field on the opportunity object that for the SFDC user is a multiple picklist (i.e. checkboxes in a picklist), which then gets stored as a concatenated field separated by semi colons? That avoids the issue you're describing of just an open text field by using predetermined values, you CAN use your "contains" filter in Marketo since you are guaranteeing consistency in the phrasing/spelling of product names, and it's manageable long term as product lines change and the SFDC admins just update the picklist items. We use similar approaches (not on the opportunity object) for similar scenarios and I'd bet this is an option. Might require some SFDC dev work to get the UI selection of product names easy for users, but the storage of the data becomes that concatenated field. Just an idea!

Chris_Wilcox · ‎02-21-2020

Hi! I don't know of a way to do this in the UI besides what you described using Field Management. Maybe someone else knows another method, but I would totally reach out to support. Maybe they can help you out.

Chris_Wilcox · ‎02-03-2020

Way late to this party, but did you ever come up with a solution for this issue? Facing the same thing as we speak!

Chris_Wilcox · ‎01-31-2020

Yes, @James_Leedom, I also like to eat food others make lol

Chris_Wilcox · ‎01-31-2020

Love the roundup of content. More tips and tricks are always welcome, TAG is a great addition, and as always employee spotlights are great!

Chris_Wilcox · ‎01-31-2020

Good stuff as always @Jessica_Kao3, diving into Campaign Reports asap!

Chris_Wilcox · ‎01-31-2020

Great stuff. "3. Be generous to others" couldn't agree more @Adele_Miller

Chris_Wilcox · ‎01-31-2020

Love this idea! Interesting in seeing content from other Launchpoint partners as well!

Chris_Wilcox · ‎01-27-2020

Hi Sasha! Can you share some screenshots and elaborate on the scenario you're trying to make occur? If you're using the method I outlined above with the web page view instead of the click activity, please send example URLs that your emails are pushing to on your website so we can QA the smartlist rules! Thanks, Chris

Chris_Wilcox · ‎01-14-2020

I love this article, awesome stuff Amy Goldfine‌!

Chris_Wilcox · ‎01-13-2020

Wonderful! If you could, please mark the answer as "correct" so that the thread is closed as an answered question in the community! Thanks so much! Chris

Chris_Wilcox · ‎01-13-2020

I would guess there is an overridden token somewhere in a child folder or program below where you're updating the token in the highest level folder. In your program(s) where you're seeing the issue, move backwards up the folder/program structure and check the My Tokens tab to make sure nothing is listed as "Overridden" (screenshot below). This Overridden means that token was edited at that layer INSTEAD of above in your parent folder, and any programs that live below your override will read the overridden token value, not the value in the highest "universal" folder. I'd bet strongly this is what's going on!

Chris_Wilcox · ‎01-08-2020

Do you mean which server pod your instance is hosted? If that's what you mean, you can look at the URL of your Marketo instance to deduce the data center where your pod is hosted. It's not 100% clear, but here's what I know generally: Example: https://app-abc.marketo.com/#SLXXXXA1 The "App-XXX" portion of the URL indicates which server pod you're on. You'll see some abbreviations there and according to other posts on the community, here are most of them: SJ, SJX, or SJRCA=San Jose AB=Ashburn, VA ABD=Ashburn? LON=London

Chris_Wilcox · ‎01-02-2020

Hi Shivani! Welcome to the Marketo community! I would recommend first checking out the official Marketo documentation and this Marketo University webinar about creating Engagement Programs. This should give you a really good sense of what Engagement Programs are and how they are intended to be used. Second, Joe Reitz has a great YouTube series called Marketo Fu that I found really helpful when I first started using Marketo a few years back. There's one specifically that talks about the different program types and how/why to use them which might be helpful in this scenario, but also check out any other videos that seem applicable to you in your role. Enjoy! Chris

Chris_Wilcox · ‎01-02-2020

Hi Danja, We don't use GTW, however I did a quick search for the GTW adapter documentation, and from what I can tell the only native token that the adapter provides through the integration is the {{member.webinar url}} token. I'm not entirely sure the best method to achieve what you're looking for, however my gut tells me you could write utilize the API, make a call to the API using the webinar program ID to retrieve the number of "registered" status leads in the database. I would imagine this would have to run on the LP itself as a piece of javascript or something, but unfortunately this isn't something that can be done right out of the box as far as I'm aware! Good luck, Chris

Chris_Wilcox · ‎11-27-2019

Hi Ronen, The best way we've found is to rely on the web page visit following the email click. For our audience, I haven't been able to identify large pockets of bot web visits in the 'visited web page' activity, but I can tell you that many other Marketo users have see those visits skewed by bots as well. Something we have done is to change the Set Success program we use to mark members as 'engaged' in the program, and no longer completely rely on the "clicked" metric and instead view the program success percentage. For our Set Success, we use "visits web page" as the trigger, and since we tag every email URL with google analytics tracking, we use the GA campaign value for that email as a constraint on the trigger to identify web traffic from that specific email. Like this: You can use a similar batch program to look backwards, saying if someone was on the website with a ga campaign tag for that email and run a list to see how many people actually clicked a specific email, but that's an adhoc way to run numbers email-by-email instead of broadly. Hope this helps! Chris

Chris_Wilcox · ‎11-25-2019

Looks great, search is the primary method many people use to find answers to questions they have so any and all improvements to enable a more holistic search tool is time well spent.

Chris_Wilcox · ‎11-22-2019

I love this haha

Chris_Wilcox · ‎11-19-2019

Love the simplification of Idea labels, and great to know about bookmarks. New UI looks much cleaner, easier to navigate, easier to follow/keep track of topics and discussions which is exactly what community should be about.

Chris_Wilcox · ‎11-19-2019

This question has already been answered in another thread: https://nation.marketo.com/thread/34523

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