Jennifer_Braath

Jennifer_Braath · ‎02-26-2020

Hello, What about retiring templates that are shared with another workspace? Can you archive in the same way as other templates? Shared templates have to be at the highest level in the template folder but I need to retire these as well (for both workspaces). Thanks, Jennifer

Jennifer_Braath · ‎01-19-2018

Hi David, You are further in the process than we are at the moment. We are still trying to determine our strategy for for tracking the buyer cycle across multiple brands and product lines. Currently we have silo nurture programs in place for each product within each brand however I am sure this will evolve as our strategy comes together. Thanks for sharing your progress and if you have any other findings to share throughout this process, please reach out. Thanks! Jennifer

Jennifer_Braath · ‎01-17-2018

Thanks Chris. I have removed all references to the form in the design studio. When I look at the form in design studio, it says Used By = 0 (not used). Other ideas?

Jennifer_Braath · ‎01-16-2018

I am trying to move a folder with a program to a new workspace. I have Cloned and shared the templates with the workspace in the design studio Removed the associated local assets from the smart campaigns and assets in the program Have worked through a few other error messages as well however I am not able to get through this system error. I don't know how to troubleshoot this error message. I am guessing the webform it is referring to is the subscription center form since that is the program I am trying to move, but I'm not sure what to do next. Any ideas? Thanks Jennifer

Jennifer_Braath · ‎01-16-2018

Thanks so much Diederik! Your suggestions were helpful and I have managed to get through the association errors however now I am faced with a new challenge. When I move the folder (drag and drop the folder with the subscription center program from the current workspace to the new Global workspace), I get this new error and I don't know how to resolve it. I am hoping you might have a suggestion? Thanks in advance! Jennifer

Jennifer_Braath · ‎01-11-2018

We just added workspaces and partitions to our instance and I want to move the existing subscription center to a new workspace called Global Workspace. Until recently, we have had just 1 division using Marketo, so all operational programs are in this single workspace. We will be onboarding new divisions over the coming months, so I want to move the global operational programs (like Subscription center) to the Global workspace. The current workspace and Global workspace are both using the default partition. I have done the following: Disabled all of the live subscription center smart campaigns and unapproved the assets Removed references to these assets in other smart campaigns Tried to move the Subscription folder to the Global Workspace. It tried to move it however failed due to existing references to the subscription center : I have removed all references that I can find to the 3 assets above however it still fails and I am wondering if it is even possible to move the subscription center since it has been live for over a year. Does anyone know how to do this or if it can be done? Thanks! Jennifer

Jennifer_Braath · ‎12-19-2017

Thanks Darrell! We are actually using the Dynamics CRM integration which is more limited than with Salesforce. With that in mind, is there anything else I should keep in mind?

Jennifer_Braath · ‎12-19-2017

I am looking for input and recommendations on best practices in lead life cycle strategy when there are multiple products/BU's being managed within 1 Marketo instance. Traditional lead scoring and life cycle stages pose a challenge when a lead can show interest with different products and/or BU's within an organization. For example, if we are promoting 4 completely different products or services within the same workspace, how should the lead life cycle stages be configured such that Marketing and Sales can clearly see what leads are in what stage by product/service, and their progression through the lead funnel? Suggestions?

Jennifer_Braath · ‎06-29-2017

We are also experiencing this issue with emails not rendering properly on Surface devices. It is challenging for us as Microsoft is our client (and many of them use a Surface). We see that images may or may not render properly and parts of the email cut off. We have a highly skilled web pro team and are using custom templates that our sr. web developer created. We see the issues on multiple templates and unfortunately our web pro team has not been able to resolve the issue. Has anyone made any progress with this issue?

Jennifer_Braath · ‎05-10-2017

Thanks Josh. I understood that Marketo didn't sync with CRM campaigns. Can you please elaborate? Thanks

Jennifer_Braath · ‎05-10-2017

Sales wants to see Marketo lead engagement in campaigns on the synced lead record in MS Dynamics. Do you have do this by creating individual fields to sync or is there a better way to do this. Ideally the data would append and not overwrite as sales would like to see all of the marketing activity over time and not just the most recent activity. Suggestions appreciated!!

Jennifer_Braath · ‎12-01-2016

I want create a marketing list in Dynamics of leads that have completed a Marketo form. This will need to be a scalable solution so I hesitate creating a custom field for this specific campaign. I could create a dynamic marketing list in CRM pulling synced leads based on a specific value (aquisition program or UTM parameter), however if these fields change then the marketing list will break. What is the best practice to do this? Thanks Jennifer

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Date Last Visited	‎05-11-2021 12:25 PM

Date Registered	‎11-07-2016 11:29 AM
Date Last Visited	‎05-11-2021 12:25 PM
Total Messages Posted	19
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