Becky_Schroeder

Becky_Schroeder · ‎01-04-2018

Thank you!

Becky_Schroeder · ‎01-04-2018

I sent an a/b test and would like to see which of my list received email A and which receive email B. Is there a column I could add to a view of the list that would show which email each person received without having to look at the individual person? I looked through the options, but nothing seemed like an obvious choice. Or, do you have a better way of quickly seeing which contacts received which email?

Becky_Schroeder · ‎07-10-2017

Thanks Josh!

Becky_Schroeder · ‎07-10-2017

Thanks Jamie! I did work with my vice president of sales on these changes so I do have his buy in at least. It's other members of the executive team who think every lead, regardless of timeframe, needs a call from sales. My executive team is not against lead nurturing. They think if a person fills out a form on our website, sales needs to call them within 24 hours. I don't think every form fill (even on a demo video) is the same. I'm trying to find ways to improve our forms and marketing so sales gets more true opportunities, and less people who aren't as qualified or as interested right now. I've had some conversations the last few days with individual members of the sales team and the general consensus is that they're dealing with less junk leads now and are finding people are more willing to talk to them. I attribute this to giving people the opportunity to tell us when they're looking to purchase so those who don't want to hear from sales can choose a value that won't trigger that workflow.

Becky_Schroeder · ‎07-05-2017

I'm facing some internal questions from my executive team as to why some of our leads wait days before they get a nurture email from us. Background: Before Marketo, we treated every form fill on our website the same. We had a drip marketing program in our CRM that was basic. There was no reporting, no scoring, no segmentation or personalization. When we decided to implement marketing automation, I felt strongly we could no longer treat every form fill equally. So I added a field to our website forms for our leads to indicate when they were looking to purchase. Answers that were within 3-6 months or sooner go to our CRM like they did before Marketo for sales to follow up and work. These also come into Marketo for BOFU nurturing (within 30 days) or MOFU nurturing (3-6 months). My sales team can pause the nurture emails from our CRM if it is a lead they are working. Answers to the timeframe field that are more than 6 months just go to Marketo for TOFU nurturing. If a lead completes a form on our website on Wednesday and the nurture program casts on Tuesdays, the lead may wait 6 days before they receive their first email. And those that just go into Marketo and not our CRM don't get any follow up from sales. This seems to me best practices for setting up a nurture program in Marketo and overall lead management. I've been looking for numbers/stats to back this up, but have not found anything yet. This is where I need your help: When did you set up your nurture program to send its first email to new leads? Does your sales team contact every lead no matter when a lead is looking to purchase? Why or why not? Any numbers or stats to back up what you've done? How did you convince your executive team that your setup was the best way?

Becky_Schroeder · ‎07-05-2017

Good suggestion. I first changed the trigger to a filter for people created in the last 7 days. There were no people it was going to affect. So I changed the filter to source type (Web service API), and there were five people. That helped me figure out I had one of the filters set wrong. I changed it back to a trigger and will keep my eye on it to make sure it's working correctly. Thank you!

Becky_Schroeder · ‎07-05-2017

Hi, Juli... I have run batch campaigns to get people into the nurture programs. But not this exact smart list because the people already exist in Marketo. The initial program (in which it triggers when the product interest changes) has worked but only in the integration from our CRM to Marketo, when sales enters a new lead. Not leads from our website to Marketo.

Becky_Schroeder · ‎07-05-2017

I had a smart campaign for adding people to a nurture program that would trigger when the value of the product interest field changed (it's a custom field). I launched the campaigns and thought it was working. I happened to be checking some leads last week when I noticed that it wasn't adding leads to the nurture programs for the last month. So I looked through a sampling of leads and it appeared when a lead is added into Marketo from our website (via API) that the product interest field is not changing within Marketo for some reason, even though it is checked as true for every lead when it comes from our website. I tried changing the product interest field from a trigger to a filter and added a trigger for when a person is created via the API. (See screenshot below) But that still is not working as leads that have come in over the weekend have not been added to the nurture programs. Please help! I want this to be running automatically so I don't have to manually run a campaign to push people into the programs but am at a loss for why this is happening and how to fix it.

Becky_Schroeder · ‎06-16-2017

Custom fields

Becky_Schroeder · ‎06-16-2017

Thanks Tom! I have a filter in the smart list for leads that do not have a value of Customer, but I'm going to try it this way instead and see if that works better. If anyone has other ideas of things to try, I'd love to hear them.

Becky_Schroeder · ‎06-16-2017

For our use case, we have lifecycle fields for each of our products. So I don't have a need for a lead that is marked as customer to go back to MQL. I guess the better question is, how do I make sure once they're marked as customer in the lead lifecycle field, that it doesn't change (unless they cancel)?

Becky_Schroeder · ‎06-15-2017

Why would the lead lifecycle field change from Customer to MQL after sales has closed the lead and marked it as customer/sold? This is causing my nurture campaigns to resume for leads that are already sold.

Becky_Schroeder · ‎05-10-2017

Ahhhhh! The name of the asset instead of the url. Thanks Rachel!

Becky_Schroeder · ‎05-10-2017

We created and approved a landing page in Marketo. But when I add it to a smart campaign for scoring purposes, I'm getting an error. It says "Invalid value for Web Page. URL not found" If it's approved, why is it it not found? Is there a step I'm missing?

Becky_Schroeder · ‎05-03-2017

I thought that was the case but didn't want to assume. Thanks Devraj!

Becky_Schroeder · ‎05-03-2017

I'm setting up our scoring programs to score specific product interest. I created one program using tokens and then have been cloning the program for our other products. I've been changing the score field to the specific product score field after I clone (along with changing the campaigns, web pages, etc). But should I also be changing the tokens to be product specific? Does using the same token for all my scoring programs matter? For example, I'm using the token {{my.Web - Views Case Study}} right now in 3 programs (total of 6 when I'm done). Do I need to make it product specific - something like {{my.Web - IWB Views Case Study}} - so that token only works for that product?

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Date Registered	‎01-04-2017 02:00 PM
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