Jessica_Korn

Jessica_Korn · ‎07-23-2020

We are planning to use DemandTools with our Salesforce instance to merge duplicate records, but testing this has shown that the person score is summed in Marketo when the records are merged (causing lots of MQLs that aren't real). Has anyone had any success preventing this from happening? We thought we could try resetting the non-master record score to zero, so we uploaded a csv with email addresses and casesafe IDs (thinking that field would act as the unique identifier between duplicates), but instead of working it actually changed both casesafe IDs to be the same. Thanks in advance for help - I've opened a support ticket with Marketo, but always have better luck here.

Jessica_Korn · ‎06-15-2020

Yes, I'm sending the confirmation email from the smart campaign and there are no errors. After more testing, I think it's got to do with settings on the WebEx side. Thanks for the help!

Jessica_Korn · ‎06-15-2020

I attempted to populate our webinar confirmation email with the unique URL using the {{member.webinar url}} token ... however, when I ran a test (not really a test, I registered as anyone would), that link takes me to a list in WebEx of our company's upcoming webinars with prompts to register. Any ideas why this is happening? Do I need to set a backup page (I have not) for this unique URL token to work in my confirmation emails? Thanks in advance, we have a customer webinar on Wednesday and weren't aware until today that this wasn't working... we turned off 'registration required' for Wednesday's so that we don't have attendees unable to join. We just switched to WebEx from ReadyTalk, and I haven't seen this problem before...

Jessica_Korn · ‎06-03-2020

I hadn't even thought of that... have you done something like this before? I built out the campaigns and it makes sense/looks good. Thanks!

Jessica_Korn · ‎06-02-2020

Hi - We are building a 10-month/email engagement program, but not every month has an email that we want to send through Marketo. So, months/emails 1, 2, 4, 6, 7, 8, 9, 10 will get an email from the nurture, but months/emails 3 & 5 will be skipped. How the heck do I skip that in my engagement program stream? Is that even possible? If I can't, anyone know of any workarounds? I'm trying to automate this program as much as possible. Thanks!

Jessica_Korn · ‎05-24-2019

Ah, both options sound good. Thanks for the quick reply, Grace.

Jessica_Korn · ‎05-23-2019

Can I build an engagement program so that I run a group of leads through it as a batch, and also individual leads through as a trigger? Or do I need two separate programs? I'd structure it like this: ENG Program A Add to Program A Campaign 1 - Batch list of leads who have previously done x,y,z Add to Program A Campaign 2 - Trigger campaigns of leads who will do x,y,z Will that work, or do they need to be separate programs?

Jessica_Korn · ‎12-12-2018

Thank you both for your assistance. I'll speak with my manager and our SFDC Admin. and make this recommendation.

Jessica_Korn · ‎12-11-2018

Hi All - Due to overeager sales reps, we've decided to prevent leads from syncing into Salesforce until they've become MQLs. We thought this would be fine, until we realized as a result of this change we would not be able to use Salesforce UTM campaigns to track attributed revenue/opportunities to specific campaign activities. Prior to this change, adding a lead to a SFDC campaign would be a step in the campaign flow, using UTM tracking source. More times than not, that lead is not an MQL. Is there a way to add a lead to a specific SFDC campaign only after they have become an MQL? I wish there was a two point flow step that I could use like : If Lifecycle status is MQL and UTM tracking source is empty = Add to x SFDC campaign

Jessica_Korn · ‎07-03-2018

Refreshed my browser and your original advice worked. Thanks!

Jessica_Korn · ‎07-03-2018

Hmm, when I do what you've suggested, there are no members in my campaign. But I know for a fact there are leads that have run through both.

Jessica_Korn · ‎07-03-2018

We imported a list of leads from an event and ran them through a campaign flow, they synced to Salesforce, no problem. We thought. Long story short, because of a trigger error (or specifically, the trigger we were mistakenly using) in a different program's campaign, they also went through a second, completely different program's campaign flow and now I have a group of leads that have the wrong person source, etc. and are all marketing suspended. How do I resolve this issue? Is there a way to bulk update a group of leads so that they are all un-marketing suspended, given the correct person source, etc.? Thanks! Jessica

Jessica_Korn · ‎09-13-2017

I've attached two images and I'm going to message you the URLs. Thanks!

Jessica_Korn · ‎09-13-2017

Hi Sanford - I'm hoping you can help me some more, you seen super knowledgeable on these forums. I thought I had set up my form (with ProgPro) correctly, but when I test, it's not working. Essentially, I've got landing page A with my form (5 fields) and landing page B with my form. When I fill out the form from landing page A and then navigate to landing page B, the form has not changed, the same 5 fields are still showing, despite (I thought), enabling ProgPro in Marketo. Please please please help. I feel like I'm going insane. Thank you, Jessica

Jessica_Korn · ‎08-10-2017

OK, thanks for the help! I think I'm going to need to test a few different scenarios to see what's going to work for us.

Jessica_Korn · ‎08-09-2017

OK, right. So ideally I want to use Prog Pro on these leads, but I don't want them to have to fill out the information they've filled out on their previous visits. If that's the case, I should pre-fill with prog pro? Because Prog Pro cannot be used with Known Lead HTML... And that will work regardless of what landing page/form they go to? Thanks!

Jessica_Korn · ‎08-09-2017

Ahh, I see it now. So I should just use that option and someone who's already filled out a form will get the custom HTML? And if that's the case, then when can we use prog. profiling?

Jessica_Korn · ‎08-09-2017

Hi Michele, So pre-fill will work no matter how many times the user comes back and visits a different landing page for content? That makes sense. On top of that, I assume I can use progressive profiling so that the second and third times user A visits, their pre-filled info. will be there but I can also have them complete additional fields? Thanks, Jess

Jessica_Korn · ‎08-09-2017

Hi - we've been using Marketo for over a year, but we are just now starting to use Marketo forms/landing pages to gate some of our content. My question - will a lead need to fill our an entire form every time they want to download a different piece of content? Or will progressive profiling capture the lead data? For example, User A gets to a landing page to download an eBook, fills out the name/email address and gets the eBook. User A comes back to our site a few days later for another piece of gated content. If we use the same form on all our landing pages, will they have to fill out the entire form again from the top or will they be cookied and therefore progressive profiling kicks in (even though it's a different landing page/form?). If not, is there a way around this? Seems like bad user experience to have to fill out a form every time someone wants content. Thanks!

Jessica_Korn · ‎03-14-2017

Good question. I will find out.

Jessica_Korn · ‎03-14-2017

Hi - we are building a new mobile app, and users will be able to fill out a registration form. I'd like to be able to capture these registrations in Marketo, but I'm not sure how to do this? Do I create a new program in Marketo called mobile app.? My question is this - how does the trigger in Marketo get synced with the data coming in from the app? Is there some code I need? Something like lead is created - lead source is mobile app... or is the lead source the actual name of my mobile app? I will NOT be using a Marketo form for my registration form, so I'm unsure how registrants will get into Marketo. Same with scoring. How do I score someone up for filling out a registration form or taking an action within the mobile app? Would that be using mobile app triggers? THANK YOU!

Jessica_Korn · ‎02-17-2017

I'm trying to identify where my emails are being opened. I've built smart reports with the filter "Opened Email" and I am using the constraints of "Is Mobile", "Device", "Platform", and "Browser" to choose from. A large majority of my results (around 45%) are coming in as "unknown" device. Does anyone know the reason for this?

Jessica_Korn · ‎02-16-2017

Thanks, Devraj, I think that'll work.

Jessica_Korn · ‎02-16-2017

Hi - how can I pull out the stats on what devices our emails are being opened on? i.e. Email client, mobile etc? I'm building a new email template, and wanted to get a sense of what the majority of my leads were using to opening my emails. Building a smart list doesn't let me see the breakdown. Thanks!

Jessica_Korn · ‎12-14-2016

Hi Andy, Within my lifecycle program, this is the MQL campaign. The trigger is that the lead score is changed to 200 (our threshold to become an MQL). The attached screenshot is the flow step we include to capture the date that the lifecycle status changes to MQL.

Jessica_Korn · ‎12-14-2016

Thank you! Going to try this now and see if it works!

Jessica_Korn · ‎12-13-2016

The Lead Conversions report in Revenue Cycle Explorer is a really nice report for tracking conversions through the Revenue Model. However, we have uncovered that it shows a historical count which therefore includes deleted, duplicate leads or test transactions which are no longer present in the database. This is inevitably messing up our conversion stats and we were wondering if there was another report we could run to only look at current leads. Any ideas? Thanks.

Jessica_Korn · ‎12-13-2016

The Marketing Qualified Date (which is a custom field on a lead's Lead Info tab) is not being populated for all leads that are scoring up to MQL status. The suggested fix from the Marketo support team was to change the Attribute for trigger Data Value Changes but this has not resolved the issue. Has anyone else experienced this problem? Any ideas on how to fix it? Thank you!

Jessica_Korn · ‎12-08-2016

Thanks, everyone! I think I'll test Devraj's answer first. That seems to make the most sense.

Jessica_Korn · ‎12-07-2016

We have legacy leads in Salesforce assigned to sales reps. who are no longer with the company. This means when a lead comes back to our site and starts rescoring, an alert is sent to this rep. (no longer with us). Originally, we were going to do a re-assignment cleanup in SFDC, so that all leads previously assigned to old sales reps would be re-assigned to existing sales reps. However,it has been suggested that we could just leave legacy sales reps. without change but adjust the Marketo notification mechanisms to alert instead the Organization Owner to which the contact is associated... Is this possible? If so, how do we do this?

Online Status	Offline
Date Last Visited	‎08-28-2020 12:04 PM

Date Registered	‎07-06-2016 10:59 AM
Date Last Visited	‎08-28-2020 12:04 PM
Total Messages Posted	30
Likes Received	6

Top Badges Earned

Merge records without merging scores

Re: WebEx Registration Confirmation Token Not Work...

WebEx Registration Confirmation Token Not Working

Re: Engagement Stream Cast Cadance

Engagement Stream Cast Cadance

Re: Engagement Program - Batch and Trigger

Engagement Program - Batch and Trigger

Re: Preventing MEL/MCLs from syncing to Salesforce

Preventing MEL/MCLs from syncing to Salesforce

Re: Trigger error has caused data change issues in...

Re: Trigger error has caused data change issues in...

Trigger error has caused data change issues in imp...

Re: Form Progressive Profiling

Re: Form Progressive Profiling

Re: Form Progressive Profiling

Re: Form Progressive Profiling

Re: Form Progressive Profiling

Re: Form Progressive Profiling

Form Progressive Profiling

Re: Capturing & scoring users via the mobile app

Capturing & scoring users via the mobile app

"Unknown Devices"

Re: what devices our emails are being opened on?

what devices our emails are being opened on?

Re: Marketing Qualified Lead Date not populating

Re: RCE historical count

RCE historical count

Marketing Qualified Lead Date not populating

Re: Notifications to Sales Reps.

Notifications to Sales Reps.