About Hank_Hansen

Hank_Hansen · ‎02-11-2020

I should have mentioned I already capture UTMs in hidden fields but I haven't taken that any further. I'm reluctant to start using manual UTMs added to google's auto-tagging since I can rely on conversion reporting there, although I understand there are some benefits to tracking it in Marketo (discussed in Edward Unthank's post in this thread): https://nation.marketo.com/t5/Product-Discussions/Adwords-auto-tagging-tracking-with-Marketo/m-p/210960#M154855

Hank_Hansen · ‎02-11-2020

Thanks Sanford - Do know of any articles or threads that discuss the UTM tagging approach? I see the UTMs in the OR data and I can use a smart list to query contents of the OR (i.e. Original Referrer contains "GCLID" to identify leads from Google Ads, etc.).

Hank_Hansen · ‎02-11-2020

I think I found the answer in this thread: https://nation.marketo.com/t5/Product-Discussions/Original-Referrer-What-s-it-really-for/td-p/82723 Sanford Whiteman stated: "...the Original Referrer is the URL the lead came from when they were first created by Munchkin as an anonymous lead." Based on this, it appears that value will not change. Now I need to confirm if traffic from Google paid ads will have a different value than traffic from Google organic search.

Hank_Hansen · ‎02-10-2020

I want to confirm what happens with the Original Referrer value in the following scenario: - An ad on a paid channel drives a new visitor to our site - The person chats with sales and the sales rep manually creates a lead in SFDC (we do not have Marketo/SFDC integration with chat at this time) - A Marketo email is sent to the new lead - The lead clicks a link in the email which associates their munchkin cookie with their record, populating their Original Referrer value What is the Original Referrer value at the time of the email click (time of cookie association). Will the Original Referrer be the paid channel that sent them to our site (presuming that was their first visit) or will it be more recent activity? Is there a solution in Analytics that would show me all records that have a given paid channel in their referrer history? I haven't found such a report so far.

Hank_Hansen · ‎12-30-2019

Marketo should integrate with this email design app: Email Designer | CoffeeCup Software

Hank_Hansen · ‎12-30-2019

Marketo really should integrate with this email design app: Email Designer | CoffeeCup Software

Hank_Hansen · ‎12-19-2019

Thanks, Sanford - right about the true integration. It's not available with our current tool so I'm trying to solve the reporting issue for now until we change tools.

Hank_Hansen · ‎12-19-2019

Our leads will lose their channel attribution (such as a paid channel) when leads interact with sales in our chat service. Sales will enter a new lead manually in Salesforce when this happens. We can't capture UTMs or any other data in the Marketo record from the visitor as a result. I have an idea for solving this: 1) Lead lands on a unique page on our site set up for a given channel. I would rather not use Marketo landing pages but I can if that would help solve the problem. 2) Lead is manually created by sales in Salesforce while they chat with the lead 3) A campaign sends the new lead an email with a free (gated) asset offer 4) A Marketo form on the landing page captures their name and email and adds their cookied activity since their visit (step 1). Conversions with this page in the activity history would be attributed to the given channel. Seems viable? Is there a better/simpler approach for this? Thanks for any thoughts! - Hank

Hank_Hansen · ‎12-19-2018

I think #1 is a feature everyone would love to have. I would agree #2 is specialized. Thanks for the input!

Hank_Hansen · ‎10-25-2018

Hi Dustee - not to my knowledge.

Hank_Hansen · ‎06-28-2018

More observations: Our unsubscribe page is hosted by Marketo using a subdomain of our domain (as with landing pages). This page is not secure which may cause issues with some users. The unsubscribe confirmation page is not secure and it's on a Marketo domain rather than our domain. I'm going to send this to support to see what they say.

Hank_Hansen · ‎06-28-2018

My hunch is that it's working properly but the user experience on the unsubscribe page (we're using the default right now) leads users to believe that it didn't work. I'm debating sending an operational unsubscribe confirmation email to unsubscribers to erase any doubt. Longer term, the unsubscribe page experience might need adjusting to prevent this perception issue. Hopefully I won't find that there really is an issue...

Hank_Hansen · ‎06-28-2018

Us too - I haven't been able to put time into attempting to replicate.

Hank_Hansen · ‎06-07-2018

Thank you Jay - I agree that probably makes the most sense - and that it is a pain in the backside.

Hank_Hansen · ‎06-06-2018

I'd prefer to set up a single Program that syncs with Salesforce for leads acquired via Facebook Lead Ads. Over time we will have a number of Facebook Lead Ad campaigns that use different form names. The Program sync with Salesforce will handle attribution for "Facebook Lead Ads" (for example) but I am trying to figure out the best strategy for the campaign level attribution which is only identified by the "form name" used in the Facebook Lead Ad. I would like to avoid setting up separate Programs for each campaign. Has anyone else been down this path and if so, what did you end up doing?

Hank_Hansen · ‎05-10-2018

Right - these filters are under the Salesforce filter folder. The problem is the "open activities" in the example are tasks created 2 years ago - not within the last 60 days.

Hank_Hansen · ‎05-10-2018

Hey Greg - filters shown here along with SFDC showing no activities logged (contrary to filter requirements) and open activities which were entered well before 60 days (due date of these activities is in 2016). This is my first attempt at using these filters so I could easily be missing something.

Hank_Hansen · ‎05-10-2018

When I use filters for "logged" or "updated" within the last 60 days, my matches include the correct records but also include records with _open_ activities that were not logged or updated within the last 60 days. Has anyone else run into this?

Hank_Hansen · ‎04-27-2018

Has anyone found a way to set up a single Marketo Webinar program that can intelligently handle a recurring event? So far I have had to clone my webinar program for each upcoming recurrence, change the GTW event the program is synced to, and manually update the Marketo form used on our site with the form associated with the event. I've hit dead ends whenever I ask GTW about this.

Hank_Hansen · ‎04-03-2018

Good insights all around - thanks for sharing! If we decide to keep them out of SFDC until they engage, I was hoping to find a sales acceleration service (along the lines of LiveHive) that would enable sales to pass a lead into SFDC & Marketo once the lead has engaged and is qualified for further nurturing.

Hank_Hansen · ‎04-03-2018

So my Marketo database would increase with lots of cold, unqualified leads that convert at a low rate, increasing my Marketo pricing tier. I don't the numbers would make sense. How do you guys justify the cost, presuming we're talking about the same thing - cold, unqualified leads.

Hank_Hansen · ‎03-30-2018

It's a shame Knak changed their plan options with the cheapest now being $250/mo paid annually. I was going to be a client at $99/mo but they killed that option from what I can see.

Hank_Hansen · ‎03-30-2018

We'd like to keep cold lead lists out of Salesforce/Marketo until they have been qualified at which point they would be eligible for Salesforce/Marketo. I'm curious what solutions other Sales/Marketing Ops folks are using for this approach. Services such as LiveHive seem to offer the feature set we'd need.

Hank_Hansen · ‎12-28-2017

I occasionally see sync failures that result in sales not receiving a new lead because owner isn't assigned. I'd like to get the owner assigned and into the hands of sales ASAP rather than wait for a cleanup operation that only happens once a day. What's the recommended approach for handling these cases so the sync can happen as soon as the root cause is addressed (usually some glitch on the Salesforce side that need time to resolve)?

Hank_Hansen · ‎08-28-2017

By your comment "reporting in the Web Personalization application" - does this mean the list of Segments and their matches within the RTP control panel can take 24-48 hours to update? (although campaigns will fire immediately) If I am testing a web page match segment, for example, and I visit the specified web page to test, I may not see my test page visit appear as a match for 24-48 hours - is that correct?

Hank_Hansen · ‎05-01-2017

Thanks Margaret! Somehow I neglected to reply to this. We're looking at Bizible and others.

Hank_Hansen · ‎04-11-2017

Thanks Darrell! We're also looking at tools outside of MSI to record in Salesforce all email activity outside of Marketo-sent email (we would continue using MSI for that). I'm digging around other threads here for candidates. If you have any that are top of mind please let me know!

Hank_Hansen · ‎04-11-2017

We recently enabled MSI and the Outlook plugin for sales to "send via Marketo". We've noticed spell check option in Outlook is disabled using the MSI Outlook plugin. A native Outlook pop-up that checks spelling before sending no longer appears when sending via the MSI Outlook plugin. If sales were to send email reponses and use the Salesforce BCC method instead of MSI Outlook plugin, I'm expecting the following outcome: - Marketo generated emails will continue to appear within MSI in Salesforce - Human-generated emails sent from sales using Salesforce BCC address will appear in the Activity History (or they may need human resolution if Salesforce doesn't know the record with which to associate the email). If we are willing to live with this, are there any downsides? Are there any better alternatives?

Hank_Hansen · ‎04-10-2017

That's a good route to consider - thanks!

Hank_Hansen · ‎04-10-2017

Thanks Rachel - I'm interested in pulling aggregate web page visits by segments. For example, show all the web pages visited by clients 30 days prior to their purchase. I have to export page visits client-by-client from Marketo. Is there an easier way via Salesforce?

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