Chris_Wilcox

Chris_Wilcox · ‎08-18-2022

Hi @brianmcgann You're right in practice, but not in reporting. As Sanford said, the behavior of many email clients that people use (Outlook, iOS, etc.) sometimes either automatically download or automatically block the open pixel from firing, meaning you may get both false opens and non-reported opens. All-in-all, opens is not a reliable reporting metric across any email marketing platform, just a symptom of technology. Truth be told, I'd be hesitant to even use the Clicked Link in Email filter, but that really depends on your audience. In my experience, I've seen some firms see a 10-15% click rate, to then review web activity from that email campaign and to see only maybe 15% of those "clicks" actually resulted in web page views. The most basic way to achieve a webpage based filter would be to layer on a "visited web page" filter with the landing page URL of your email, and "was delivered email" filter and constrain both to the day of and after the email send. that'll get you people who got the email, and Marketo saw on the website. Much more reliable.

Chris_Wilcox · ‎02-09-2022

Nope, I abandoned this idea and went instead to try to get Asset ID (which I could then, via the API, associate back to a program ID since an asset can only exist in 1 program). I did KIND OF get asset ID working. It worked in the sense that the code does dynamically populate the asset ID of the email it's within, however my goal was to use the script to populate a querystring element with that emails' Asset ID to associate pageviews to individual emails dynamically and at scale, but the velocity script does not run if it's included as a part of a TRACKED link. Works perfectly in an email body or in the HTML, or even an untracked link. But as soon as you try to use velocity in a tracked link, it breaks, does not run, and the query element just shows the velocity code instead of the code executing. It's apparently a limitation of the email compiler to be able to run velocity and within the tracked URL, then generate the tracked link. I was disappointed. #set( $delim = ":|-" ) #set( $values = $mktmail.xMarketoIdHdr.split($delim) ) #set( $assetId = $values[7] ) ${assetId}

Chris_Wilcox · ‎12-20-2021

Hi Courtney! Awesome idea, always smart to get a jump on new skills during some (typically) quieter weeks at the end of the year! Another huge resource that I usually find myself on whenever I'm facing a velocity issue is @SanfordWhiteman's Blog: TEKNKL Blog (Velocity Tagged Content) For me, one of the biggest resources was this community. It can be very task-specific (i.e. I want to do X with velocity, how do I do it?), but once you get the basics down of how it works, how to build and test a script, for me it's all about practice. I'm sure there are personalization items you run today using segmentations, snippets, or dynamic content, try to replicate the logic in velocity and use the Community as a place to come if you're hitting road blocks! Good luck!

Chris_Wilcox · ‎09-30-2021

Code courtesy of @adrianfraguela! 🙂 ##The following will generate calendar tokens for Google and Outlook. Based on Sanford's amazing Agical - https://blog.teknkl.com/introducing-agical-io-the-smarter-ics-file-generator/ ##01 - Setting variables #set($event_organizer = "Team") #set($event_title = "NAME OF EVENT") #set($event_timezone = "America/Los_Angeles") ##IMPORTANT! FOR THIS TO WORK MAKE SURE TO USE A CANONICAL https://en.wikipedia.org/wiki/List_of_tz_database_time_zones #set($event_start_date = "YYYY-MM-DD") ##YYYY-MM-DD #set($event_start_time = "HH:MM") ##24 hour format #set($event_end_date = "YYYY-MM-DD") ##YYYY-MM-DD #set($event_end_time = "HH:MM") ##24 hour format #set($event_reminder = "15") ##Reminder of the event that pops up in someone's calendar #set($event_all_day = false) ##true/false - used for events that span multiple days #set($event_lobby = "Event lobby with HTTPS://") #set($event_description = "Thank you for registering for ${event_title}.") #set($event_join = "To join this webinar please follow this link: ${event_lobby}") ##DO NOT EDIT BELOW THIS LINE ##Setting date and times correctly #set($locale = $date.getLocale()) #set($timezone = $date.getTimeZone().getTimeZone("${event_timezone}")) ##Create date objects from the strings above for start and end times #set($agical_start_date = $date.toDate("yyyy-MM-dd HH:mm", "${event_start_date} ${event_start_time}", $locale, $timezone)) ##Creates a date object from the string #set($agical_end_date = $date.toDate("yyyy-MM-dd HH:mm", "${event_end_date} ${event_end_time}", $locale, $timezone)) ##Creates a date object from the string ##Format the date ready for AgiCal #set($agical_start_date = $date.format("yyyy-MM-dd'T'HH:mm:ssZ", $agical_start_date, $locale, $timezone)) ##Formats the date into something readable for AgiCal #set($agical_end_date = $date.format("yyyy-MM-dd'T'HH:mm:ssZ", $agical_end_date, $locale, $timezone)) ##Formats the date into something readable for AgiCal ##Escaping the evils #set($event_title_gcal = $event_title.replace("+", "%2B")) #set($event_title_gcal = $esc.url($event_title_gcal)) #set($agical_start_date = $esc.url($agical_start_date)) #set($agical_end_date = $esc.url($agical_end_date)) #set($event_organizer = $esc.url($event_organizer)) #set($event_title = $esc.url($event_title)) #set($event_description_gcal = $event_description.replace("+", "%2B")) #set($event_description_gcal = $esc.url($event_description_gcal)) #set($event_description = $esc.url($event_description)) #set($event_lobby_gcal = $esc.url($event_lobby)) #set($event_reminder = $esc.url($event_reminder)) #set($event_join_outlook = $esc.url($event_join)) #set($event_join_gcal = $event_join.replaceAll("\n", "<BR>")) #set($event_join_break = "<BR>") ##Produce the wonderful AgiCal URLs #set($agical_url = "https://ics.agical.io/?subject=${event_title}&organizer=${event_organizer}&reminder=${event_reminder}&dtstart=${agical_start_date}&dtend=${agical_end_date}&attach=${event_lobby}&location=${event_lobby}&description=${event_description}${event_join_outlook}") #set($agical_url_gcal = "https://ics.agical.io/?subject=${event_title_gcal}&organizer=${event_organizer}&reminder=${event_reminder}&dtstart=${agical_start_date}&dtend=${agical_end_date}&attach=${event_lobby_gcal}&location=${event_lobby_gcal}&description=${event_description_gcal}${event_join_break}${event_join_gcal}&format=gcal") ##All day and all night? #if($event_all_day == true) #set($agical_url = "$agical_url&allday=1") #set($agical_url_gcal = "$agical_url&allday=1") #end ##Output the links <a href="${agical_url}" target="_blank" class="atc-outlook" style="color: #fe5000;">Outlook</a> | <a href="${agical_url_gcal}" target="_blank" class="atc-gcal" style="color: #fe5000;">Google Calendar</a>

Chris_Wilcox · ‎09-27-2021

It must be because I'm putting my code in the email template, not the unsubscribe language. We have a custom unsub link so getting that unsubscribe language to appear on our emails is actually an issue (even if it's just the comment). I'll play around some more. At this point, my solution isn't working for other reasons so I might not be able to go down this path anyway. Thanks for your help as always!

Chris_Wilcox · ‎09-24-2021

Even tried putting the script (both wrapped in <script> tags and commented out) in the <body> section, still same thing. The code itself is not rendering when the email goes to compile. I just see two script tags with nothing in between. <script> </script>

Chris_Wilcox · ‎09-24-2021

One update... I looked at the source code of my delivered email using the script, and it looks like the value is not appearing in the code. I tried with the script wrapped both in the <script> tags, as well as adding it between comment tags. In both instances, none of the code is present in the header. But if I add the script to body of an email, seems to work. Going to try a few more things...

Chris_Wilcox · ‎09-24-2021

It just output's the text "${MAContext}" when I output ${MAContext} I realize you had it as a comment, but since I had to move the code to my email template, I wrapped it in <script> tags instead.

Chris_Wilcox · ‎09-24-2021

Having the hardest time figuring out how to access the {{program.id}} value inside of a velocity script token. I found @SanfordWhiteman 's article with the workaround, but having trouble implementing it. https://blog.teknkl.com/accessing-the-program-id-and-campaign-id-from-velocity-the-new-way-post-june-2019/ I put this short script in the <head> my email template (I can't using the unsubscribe HTML section like he suggested), and I can see the value populating correctly in the head. <script> #set ($MAContext = { "programId" : "{{program.id}}" }) </script> Now, I'm struggling with how to access that value later in my email inside my script token. I tried using this, but didn't work. ${MAContext.programId} Anyone ever done this before?

Chris_Wilcox · ‎06-22-2021

Hi @Steve_Schimmel , Unfortunately, not a ton of options here. If you need your templates to be non-editable and need to have dynamic signatures, you have to reference something on the contact record to populate that data, but there's no real good way to have every user's information somehow dynamically populate somewhere on the contact record to reference when sending. Unfortunately, emails sent via MSI can not utilize Velocity Script Tokens, otherwise I'm sure there'd be a solution in there somewhere. Typically, this is handled by having editable templates where the user can drop in their email signature before sending. I know it's a manual step, but that's the best way to achieve this. On your 2nd question, you'd manage this with contact visibility rules. Any contact an SFDC user can see is able to send an MSI email. If you need to prevent this, that user would have to be unable to see that contact. Sorry these aren't great answers... Thanks! Chris

Chris_Wilcox · ‎06-10-2021

Hi @Kristina_Schro1! I actually migrated away from that tool since Marketo now has a sync status tool built in that was released Q1 of this year. If you navigate to Admin > Integration > Salesforce, there is a tab not for Sync Status. Screenshot below, but that's where you can get all of your sync stats at a better level of detail and clarity than the legacy tool. However, I did just check and the legacy tool still loads and runs just fine for me. One thing I will say, since the UI update you can't look in the URL string anymore for your datacenter. Instead, go to Admin > My Account, and there is a box on that page with Support Information. Your datacenter will be listed there. Just plug that code into the URL in place of DATACENTER: https://app-DATACENTER.marketo.com/supportTools/sfdcSyncStats Good luck! Chris

Chris_Wilcox · ‎05-03-2021

Not within the module itself since it's intended to be a raw feed of emails/engagement. However, if you're trying to basically list out either specific emails or like, only the emails a contact engaged with, you could write those engagements as completed tasks on a contact's activity record (i.e., they click the email, you write the task in your set success flow step), and then the "important" emails are not in the MSI pane but on the contact record itself? Just an idea!

Chris_Wilcox · ‎03-29-2021

Ahh interesting. Well, not sure what to do for historical data, but you have some options moving forward. You could either create a new set of custom fields in your Marketo instance, and literally just populate them with the same information you'd put into an interesting moment. "Last Activity Desc" for example, and just do a change data value flow step for that field, and change that string field to your new description instead of using the interesting moment fields. Alternatively, if you want to get these into your CRM too, you could log them as a completed task by the contact. Definitely confirm the volume of interesting moments your team would be posting into the CRM, but by creating these as tasks (and again, the description of the task can be EXACTLY what you were putting in your interesting moment description), your CRM team could filter contacts and leads that fit the description you enter. If you needed to, you could still filter for these in Marketo by using the Activity Was Logged filter, using the date constraints and searching in the Subject field that you'd be populating with your flow steps. Good luck!

Chris_Wilcox · ‎03-26-2021

I am honestly not a Dynamics user so not 100% sure there's another way, but since those are native Marketo fields, there isn't really a good (easy) way to get those syncing to the CRM. The methods I would use, are either 1) when you're creating interesting moments, ALSO write a completely task on the contact record with the same interesting moment value. I'm not sure how MS Dynamics works like this, but in SFDC, we can create a task and then you can filter on task names, types, descriptions, etc., to achieve this same outcome. The other option would be to 2) create whichever of the interesting moment fields you'd like to get into your CRM as new fields on your person object. Then, setup triggers or batches or whatever makes sense for your instance to populate those new fields with whatever is currently in the "REAL" interesting moment fields, similar to how you'd create a 'mirror' field to match a Segementation from Marketo, since Segmentation fields themselves are not accessibly from the API or CRM intergrations. Hope that makes sense! Chris

Chris_Wilcox · ‎03-26-2021

Sandford is right, they are not fields you can filter on and are instead inside those activity types. However while you can't filter off that "Most Recent Interesting Moment Desc" field directly, but can 100% access and filter against the information contained in those 4 interesting moment fields by using constraints in the interesting moment activity filters available to you. For example, if you wanted to see a smart list of everyone who has "XYZ" in their "last interesting moment desc" field, you'd add a "had interesting moment" activity filter into your smart list, and add the constraint for "Description" and put XYZ in there, and remove the other constraints. Does that make sense?

Chris_Wilcox · ‎03-05-2021

Hi Malik, In my experience, it has to do with how that record got updated in the CRM. Sometimes when my CRM team bulk updates records, the method they use doesn't "touch" the record as far as Marketo-Sync can actually tell. They have to almost add an extra step to "open and close" all the records they modified, and that is visible to Marketo and prompts the sync. Unfortunately I'm not intimately familiar with the SFDC side of things, but I am 100% certain I've encountered this before. Good luck! Chris

Chris_Wilcox · ‎12-01-2020

I would do this with triggers when the CTAs are completed, adding people to lists of each individual CTA (I.e. "Completed CTA 1; Completed CTA 2" etc.) static lists. Then I'd do a single batch with a choice step basically saying, if they're on CTA 4 list, Send CTA 5 email, if they're on CTA 3 list, send CTA 4, and all the way backwards down the list. Getting the right people to flow through that might be the tricky part since you only want people who have just been added to any list above a list they're already on (if that makes sense). But that, to me, seems like maybe the easiest way to work through it!

Chris_Wilcox · ‎11-18-2020

Hey Again -- Looks like you should reach out to your Marketo Engage CSM, or your Marketo Admin if that isn't you. Your CSM can get you setup as an authorized contact. Thanks!

Chris_Wilcox · ‎11-18-2020

I just pinged some Marketo contacts, someone will be in touch!

Chris_Wilcox · ‎11-18-2020

Can't say 100% but I don't think this is possible. What I will say though, is that I'm not sure it's a good idea. Since you'd be only actually sending a single email (instead of one email per recipient) you won't be able to clearly understand engagement, deliverability, etc. Everyone getting that same email will trigger a delivery, an open, a click, etc., PLUS you might right into mixing up cookie values that way too if a CC recipient clicks the link (which has the marketo token value in it for the primary recipient) so you'd now cookie the wrong person as the primary contact. To avoid that, you'd have to disable that, which just perpetuates your inability to understand how your prospects are engaging with your emails and website. Sorry to be a downer, just some of my thoughts when seeing the question!

Chris_Wilcox · ‎10-26-2020

Great info as always!

Chris_Wilcox · ‎10-26-2020

Great info, especially measuring the ROI of tradeshows!

Chris_Wilcox · ‎10-22-2020

Advanced Wait Step properties is a great pro tip!

Chris_Wilcox · ‎09-30-2020

Hello! A very common scenario! Easiest (in my personal opinion) is using Velocity script tokens. You could either 1) create all of the ICS links inside of a token, then show or hide the ics link based off of your field values (so for each event, if EVENT_NAME1="1", show ICS link), or 2) I've seen some people use velocity tokens between content section to actually comment out sections that should be hidden for specific segment values. The 2nd option would (I think) allow your users to still edit the content in the Marketo email editor, but you'd basically bookend each section of content with your script token that either adds or doesn't add the  at the end. Here's a blog I wrote recently about getting started with Velocity if you've never used it. Here's a discussion from a while back talking about the second solution I talked about above.

Chris_Wilcox · ‎09-29-2020

Love learning more about the Adobe team!

Chris_Wilcox · ‎09-29-2020

Segmentations are soooo powerful. Great use cases here!

Chris_Wilcox · ‎09-29-2020

Great overview @Nicholas_Hajdin !

Chris_Wilcox · ‎09-29-2020

Agree with getting involved in community, and Campaign Queue is a hidden gem!

Chris_Wilcox · ‎09-23-2020

"I actually enjoy instance organization and data cleanup tasks." I wish I had this mentality 😞

Chris_Wilcox · ‎09-23-2020

Great info Jon!

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