Tara_Petre

It might be worth double checking the dates under 'setup', as well as any filters in your smart list. If it's still not showing up you could either:  1) Check the 'results' of the campaign that processed the send to validate that it was actually sent to people in the date range you've selected 2) Run a quick smart list of people who got the email and audit their activity log to cross-check the date   I'd usually trust the email performance report, assuming you've double checked the filters/smart list over the calendar.  ... View more

Michael, can you elaborate on the need for the custom object? Is there a reason you wouldn't store this information using program/campaign member status? What do you ultimately want to do with the information surrounding their event registrations? ... View more

You might also consider creating a LP to hold the PDF and linking to that. It has several benefits including the ability to track visits, not just link clicks. Tracking PDFs visited is tricky because there's no Munchkin unless it's embedded. ... View more

Hi Mark, Are you a Marketo User or do you only have access to SFDC? There's not a really easy way to view this information from MSI but you'll have more options reporting on this out of Marketo. Do you need to see the specific engagements for each record, or are you just looking to see email engagement across your territory? If it's the latter, you can pull an email performance report in Marketo and use the smart list to only report on your leads. ... View more

+1 to Balkar's response - but be careful with what you do with this information. If you're using it to retroactively apply successes aligned to each channel, you might have some issues in your attribution reporting because those reports rely on the datestamp of the successful status change. ... View more

What type of person level data are you looking to append? There are a lot of data appending tools out there, but few that include personal data. Is it possible to collect this data at the event? That may only be possible if you're hosting the events, but something to think about ... View more

Are you referring to using a program within a nurture program leveraging the champion/challenger feature?  You can accomplish AB testing within an engagement program by breaking out the streams or by using the functionality you described. You can use the champion/challenger feature to identify subject line themes/character lengths, preheader text or sender info that resonate best with your audience. Using the full email test you can test layout, imagery, etc. Remember to only test one thing at a time and make sure you use the information to continue optimizing assets. ... View more

+1 to Chris' method. If you do follow the campaign flow method he linked to, make triple-sure you only include active members of the current nurture in the smart list. I've seen users accidentally run campaigns to pause and un-pause records not realizing that if you run a member through a campaign telling them to pause within the program, they actually get added to the program . Additionally, you have to be careful not to un-pause records who may have been paused due to meeting the success criteria, etc. ... View more

I recommend avoiding emojis in subject lines unless you're prepared to have a low engagement rate.  Typically special characters in subject lines increase bounces and decrease opens in B2B communications, but if you're in B2C, you might have a different experience. ... View more

Hi Lauren, All of the above are possibilities that may have caused the rendering issues.  I typically recommend building a 'master template' with any modules you may want to use included as variables.  This saves us so many headaches by not having to test rendering every time we build an email, but rather only when we build or adjust our template.  With this method, we've seen efficiency increase significantly with the introduction of 2.0 templates. I'd be happy to chat about this further! Tara Tara@elixiter.com ... View more

We have been pulling reports from various sources, depending on the client, their analytics solution and their objectives as they pertain to ABM.  Marketo Revenue Cycle Explorer gives you the ABM dimension, but there are some reports you can get from Salesforce and other platforms as well! ... View more

Great Point, Grégoire! ... View more

Hi Iryna, We did and have run into this on countless occasions since.  The activity indicates an owner change that happened on the SFDC side, whether it be through a workflow, APEX or manual change.  Sometimes the change can appear to have been made by the Marketo sync user on the SFDC side, but that is often because Marketo made a data value change that caused the worflow or APEX to fire.  Thanks! Tara ... View more

Jamie is correct.  To record matches, you'd need to create the segment and monitor matches from there. It would, however, be a great product enhancement if we could just pull them in the future like a smart list, especially when vetting segment theories. ... View more

I agree, Adam. I think the removal of the filter as well as the ability for anonymous leads to process through smart campaigns is going to cause some headaches. There will inevitably be system 'racing' issues. For example, if an anonymous lead comes in through a clicked PPC link, later through a social link and lastly via a content syndication link, but only becomes known after multiple visits via a conversion resulting from content syndication, we no longer have the ability to correctly attribute that lead's source to the channel that originally drove them to the site (PPC in this case).  We will have the ability to track the source by which the lead became known, but I know there is a lot of debate about whether source is the channel that drove a lead to engage initially (even if they didn't convert) or if it's the channel that drove a lead through conversion. In this scenario we'll be inconsistently setting source because the source will likely be set on conversion and since the field is locked down, even though leads qualify for campaigns once they become known, we've already updated that value which can now not be overwritten via the campaigns the anonymous leads would have qualified for upon visit to indicate the correct original source. Also, for anyone who has been using source to track original visits, as you have, will now be reporting inconsistently as their referential data is looking at original visits and sources set after 2/5 will be looking at conversion source. I'm looking through the resources in Gregoire's reply, but if anyone finds a workaround let me know! ... View more

I do mean the latter.  We have our systems pretty locked down and do not delete or update snippets unless we're intentionally making a wide ranging update - ie: copyright year. Also, it would be nice if there were a fail-safe in place where if someone attempts to delete the snippet, you get an error message similar to that when you try to delete any other asset that is in use. ... View more

This functionality is now available, as those before me have mentioned You can access the 'subscribe to smart list' functionality' by navigating to your smart list, clicking the 'list actions' dropdown and selecting 'new smart list subscription'.  The feature is available from smart lists in the lead database or marketing activities.  Additionally, the functionality appears to apply both to new smart lists as well as old smart lists. Hope this helps! Tara ... View more

Hi Kelly,  You can do this!  Copy your SFDC core URL, (ie: https://na3.salesforce.com/) paste this into your alert followed my the token: {{company.Opportunity:default=edit me}} Alert will read:  Opportunity: https://na3.salesforce.com/{{company.Opportunity:default=edit me}} If there is no opportunity, the link will just go to sfdc, not the specific opportunity. Thanks, Tara ... View more

Hi Mirella,  You can't reference a common field amongs smart list members in a smart list.   Here is what you can do. you'll have to pull a new smart list that looks for:  Filter 1: Company name is: use same list of companies used (you may have to export your other smart list and sort by company then pull those companies in to your new smart list filter)  Filter 2: Member of smart list not in [your first smart list name] Unfortunately you'll have to pull the companies in each time you want to run the report. Thanks, Tara   ... View more

Are your WebEx communications turned off?  Are you marking the leads as registered upon form fill out? As you already mentioned, we recommend turning these off and sending the registration confirmation emails out via Marketo.  ... View more

Hi Dory,  I've heard that these segmentations are not updated as instantaneously as we would like.  Please let us know what you find regarding the time needed between the data value change and when those updates are reflected in the segmentation. Thanks! Tara ... View more