Allison_Proehl

Pavel_Plachky · ‎06-17-2021

I found this interesting thread today and would be curious if and how people are using the Performance Insight module now. @Grégoire_Miche2 @Dan_Stevens_ did you make it work?

Tiffany_Scott · ‎02-02-2020

@Tiffany_Thomas I love this idea; this is the bane of our email builds right now. Would you mind explaining a bit more of how this looks in action? We use tokens for our urls. I discovered that if the https:// part of the link is in the actual html, the rest of the link can be a token. We use a token for the landing page url and a separate token for the utm. This allows us to have the utm update on every link in the email whether it goes to the homepage, landing page, or somewhere else.

Allison_Proehl · ‎09-16-2019

Thank you for putting it more in perspective Sanford. I'm definitely sure its no easy topic to learn, but a worthwhile one. I'll keep an eye out for your blogs and maybe when I become a little more experienced I can come back and decipher them!

Carrie_Chandle1 · ‎07-30-2019

There's a good thread here about nested programs: https://nation.marketo.com/thread/46624-nurture-ahem-engagement-programs-best-practices We use nested programs to control not sending the piece of content if that person has already downloaded it. For cadence, your assumption is correct... after a person is added to the engagement program, they will not receive their first piece of content until the next cast. If you have to have email #1 go automatically, and email #2 go two weeks after, then email #3 two weeks after that, then you're building a new set of logic to skirt around the cadence of the nurture program. Could you send the first email within 24 hours, wait a couple days, then add the person to the engagement program and let the engagement cadence take over from there?

Amy_Goldfine · ‎07-08-2019

Me too! Everyone has such a different path.

Bram_Valdez1 · ‎04-08-2019

Any plans for integration of recaptcha or security against bots without dev work?

Allison_Proehl · ‎02-07-2019

I'm building out our a nurture track and I want to make sure I have the right flow. What I want to happen: A lead is put into the Nurture Stream which has 7 emails. They click links in any 2 of the emails --> Send an Alert email to the sales rep. Would this be the correct flow? It feels too simple...

Grace_Brebner3 · ‎01-30-2019

Good plan! Please mark my answer as correct if it mostly answers your question so that this thread shows as resolved! You can come back and start a new thread later if you have more follow up questions

Grégoire_Miche2 · ‎10-17-2018

Hi David, The elapse time is interesting. But you do not need such a field just to list records that could not sync. "SFDC Type is empty" is sufficient. -Greg

Grégoire_Miche2 · ‎09-13-2018

Hi Ali, It takes some customizing to do this: Create a "Do not accept from Mkto" SFDC field on leads and contacts. Make it a boolean field on lead object, and a formula (boolean) field on contacts, whith formula value = TRUE Create a workflow on the lead object in SFDC that checks that box on lead creation, excepted when the creator is the Marketo sync user Check that box for all existing leads in SFDC (using a data loader). Wait until this change is reflected in Marketo. Create a validation rule in SFDC that prevents the lead creation if the box is unchecked and the creating user is the Marketo Sync User From this, you will be able to control which new lead do not flow to SFDC by checking the box in Marketo lead management smart campaign when you want the sync to occur. Remember that the existence fo this checkbox field and the validation rule will prevent implicit syncs to happen... -Greg

Julia_Brocato · ‎10-08-2018

You hit the nail on the head with dupe scrubbing, will they ever end? I heard some companies get sales and marketing together and have dupe scrubbing parties with pizza and beer. And I also appreciate hearing that you have to scrub to ensure that you're not including customer accounts, it's never as black and white as it seems!

Josh_G · ‎06-12-2018

The information you need to pass to the the field IS the GCLID value. Once you've turn on auto-tagging with Google, your AdWords URLS will include a GCLID parameter. You need to configure the hidden field on your form to capture the GCLID from that URL parameter. If you have GA tracking on your website it will capture the GCLID as well, so no need to pass the data from Marketo to GA.

Geoff_Krajeski1 · ‎06-21-2018

Mine either!

Allison_Proehl · ‎04-12-2018

I'm looking for suggestions a system/integration that does live data appending once someone fills out a form in Marketo. Our goal is that we can use this system to help qualify the lead and then route them to specific sales reps based on the fields: projected annual revenue and number of employees. I'd love any suggestions/reasons why it might be a good fit.

Veronica_Holme4 · ‎03-28-2018

Marketo Certification: Get Started Today Head here and follow the links

Allison_Proehl · ‎02-16-2018

Sorry Kristy, I should have been more clear. I want to alert them via another method of the latest activity in MSI Web Activity on a proactive basis.

Keith_Nyberg2 · ‎01-17-2018

Source similar to "customer referral" is something that i have seen commonly. I would not go down the path of trying to attribute a referral from a customer to the source that you originally acquired the customer with on the past. Not really scalable and at the end of the day, the real source is the referral from a customer.

Allison_Proehl · ‎06-21-2019

The only workaround I've been able to get to work is to update another field that is empty in Salesforce along with the Acquisition Program. For example, when I went back to update wrong acquisition programs I also did a data value change for a field labeled "Lead identifier" We never used that field so I was able to push data into and change any wrong acquisition programs. Sorry I don't have a better workaround

Allison_Proehl · ‎01-04-2018

Thanks for the link Keith, I think for the future this will be really helpful

Courtney_Grimes · ‎07-11-2017

So, this depends a bit on your attribution model, but I'd strongly suggest against overwriting Lead Source. Basically, if you think of Lead Source as the first point of contact--the thing that made your record care--that needs to be documented properly. That they came back two years later doesn't overwrite their original contact. It's easy to fall into this trap if you're using Lead Source/first touch as the main attribution point for an opportunity but examples like this show why it's not the best idea. Ideally, what you'd do is give the action that made them come back have a higher weight (such as setting it as Primary Campaign Source) or using a more complex model that allows you to weight the lead source lower due to age.

Shailendra_Dube · ‎12-19-2018

Hi Sanford, Actually i was confused about hoe to use token in Send alert field. But i am able to achieve this. Thanks for your solution.

Anonymous · ‎05-25-2017

Hi Ali, Our certified Marketo experts have helped various Customers with Revenue Cycle Explorer. Would be great, if we could hop on call and showcase some examples of RCE work and reports. Please let me know few time slots for a call via email and I’ll share the meeting invite accordingly. Thanks, Shailendra Pratap Marketo Consultant | Grazitti Interactive M +1-650 417 9738 | E: shailendrap@grazitti.com

SanfordWhiteman · ‎05-16-2017

If your "vanity URL" is a Marketo-managed redirect, that's not going to provide you with information about the originally-visited URL. You would have to have an interstitial page that does a JS (i.e. not HTTP) change of location. Then you could check the Referrer, which would be one of the vanity URLs.

ChristinaZuniga · ‎05-03-2017

I have an intern go through and make people inactive or if they are on sabbatical, maternity leave, etc. we have a field that pauses them for a few months. We do not take the information in these replies to build up a contact database, we only use it to remove bad contacts. My friend uses SiftRock and loves it. He works at a huge corporation so even with an intern (or 5!) it wouldn't be enough to sort through their bounce backs.

Brent_Shean · ‎08-31-2017

Ideally the report would show results for each test and then compile the totals. Instead, you need to create a separate email performance report for each test group then combine the results in Excel.

SanfordWhiteman · ‎04-30-2018

See my response on your other thread.

Allison_Proehl · ‎04-12-2017

That would probably make more sense. Thanks Darrell!

Allison_Proehl · ‎04-07-2017

That makes a lot of sense, thanks for your input Josh.

Allison_Proehl · ‎03-31-2017

Greg, I see what you mean, it would defiantly be beneficial to have an easier process for excluding people so they dont accidentally receive content.

Allison_Proehl · ‎06-06-2017

I ended up just making their signatures tokenized and ditching the picture, to avoid having them type it in every email

Online Status	Offline
Date Last Visited	‎03-27-2020 06:49 PM

Date Registered	‎02-13-2017 12:19 PM
Date Last Visited	‎03-27-2020 06:49 PM
Total Messages Posted	71
Likes Received	30

Top Badges Earned

Re: Marketing Performance Insights

Re: Marketo Master Class: Tokens, Templates, and S...

Re: Email Script Tokens for Real Beginners

Re: Nested Program in Nurture/Cadence

Re: How 2B Fearless with Fearless 50 Member, Micha...

Re: Marketo Master Class: Forms and Gated Content ...

Nurture - Multiple Actions Taken --> Alert Sales

Re: Outlook Breaks my Marketo Email Template

Re: Salesforce Sync Error - Duplicate

Re: Stop Syncing Certain Leads with SalesForce?

Re: How to Achieve ABM Success with Kyle McCormick

Re: GCLID and Marketo

Re: What Marketo Swag do you want to see in Purple...

Recommendations for Live Data Appending System/Int...

Re: Marketo Expert Specialization Exams

Re: Sending alerts about MSI web activity?

Re: Lead source for existing client's coworkers?

Re: Missing Feature: Updating Acquisition Program ...

Re: Moving new names and successes from one progra...

Re: Multiple Lead Sources Best Practice

Re: Referrer Thank you email

Re: Revenue Cycle Explorer

Re: Hidden Field Tracking Multiple URLs

Re: Best practice for "email changed" and "no long...

Re: A/B Test Main Result

Re: Postal Code (range)?

Re: Remove from flow vs Default Noting in Send Ema...

Re: Triggering half a smart list?

Re: Subscription Center Help

Re: Segmentation not working in Sales Force Email ...