Michael_Florin2
Level 5
Karlsruhe, Germany
Staff Marketing Automation Architect
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Thursday
Are you saying the "Person is created" doesn't trigger anything or Person is created in conjunction with "is member of campaign"?
And I see you have a Change Program Status there in a Marketo program. Is your Salesforce campaign synced with that program? How about triggering your task from that program status change?
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Monday
1 Like
I'd try to expand your Smart Campaign with an additional trigger "Person is created" plus the filter "Is member of SFDC campaign".
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a week ago
Although we thought about and worked on this a lot, we haven't achieved full automation. The URL or the embed code for the webinar recording cannot be known the moment you create the webinar program. So some manual editing is still required.
Apart from that, Javascript can handle a lot of things. You need a date token that indicates the moment the webinar is over, and Javascript that reads this token and switches landing page content accordingly. But as you manually have to edit the content of the thank-you page with the video insert code or at least populate another token, it's not really automatic.
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2 weeks ago
Hello all! Our Marketo instance is synced with Salesforce. We have a couple of Custom Objects in Marketo that are linked to Company, where the Link Field is "SFDC Account ID", which is a custom field on the Salesforce Account Object that is identical with "Account ID".
Initially we were happy with the setup and it did what it was supposed to do: Show all Custom Object records on all persons in Marketo with SFDC Type = Contact with a specific "SFDC Account ID" synced down from the Salesforce Account.
But over time we saw more and more false results, namely contacts that didn't have specific COs associated with them. The CO existed in Marketo (invisible through the UI, but visible through API), yet it didn't associate with any contact. The reason was, so said Marketo support, that "SFDC Account ID" was not considered to be unique by Marketo, as it didn't have a 1-to-1 relationship with the internal Marketo CompanyID. So Marketo Support said we should use "Company ID" as the link field, which is also supported by documentation: https://docs.marketo.com/display/public/DOCS/Understanding+Marketo+Custom+Objects#UnderstandingMarketoCustomObjects-customcompanyUsingCustomObjectswithCompanies Problem now: That field is not available in Salesforce, therefore not for our integration partner, so it cannot be part of the API call that creates the object. Has anybody ever successfully done that? Again: Our Marketo and Salesforce are natively synced, and as far as I know that makes a huge difference to the project, as the Company API in Marketo is blocked. Thanks! Michael
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2 weeks ago
Just an untested thought: If you have content programs in your Engagement Program, which means, Smart Campaigns that actually do the sending, you might add your seed list to that filter. As in: But again, I'm not sure this actually works. I have never tried to add an additional OR-filter to an Engagement Program email send.
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2 weeks ago
1 Like
I don't see how Marketo should be responsible here. If your registrants enter GoToWebinar, and don't receive the confirmation from GoToWebinar although you have ticked the box that GTW should send these confirmations, I think this is clearly a GoToWebinar issue. But actually I have never experienced such behavior in many years working with this integration.
Are you sure that all registrants in your Marketo program have made it into GoToWebinar? Have you checked on the program status "Registration Error"? I recommend not syncing Job Title and Company Name to GTW btw, as that only opens up more room for error with regards to rejected special characters.
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2 weeks ago
Just scalability. I like it when Marketo programs have a 1-to-1 relationship to content items. Tokens pretty much demand that.
And we had a Salesforce instance once with ~50k campaigns, because we did exactly that.
And regarding sources: Our Salesforce stamps Lead Source onto the Campaign Member object the moment the member is created and no override is allowed. So that works fine from a reporting perspective.
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3 weeks ago
1 Like
We have only one program per webinar. Once the webinar is over, we manually insert a piece of script that embeds the recording - hosted in Wistia - on the former registration TY page.
And then we'll flip a token in that program that triggers java script to change the former live webinar reg page into a watch-recording page.
Success tracking and scoring for recording views happen through the Wistia/Marketo integration.
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3 weeks ago
1 Like
From what I understand so far, these fields can be a replacement for "burner" or "flex" fields you usually have to create in your database to store very specific form information. E.g. a second opt in box which asks for a specific permission. Now you can save that information on program level instead of saving it in a custom database field.
Also, URL parameters might go into these fields.
I just learned that these program member custom fields will also be available for specific tokens which I think is a necessary addition.
I find a little odd that these fields have to be created in "Field Management" aka with admin privilege and there's a cap at 20 fields per instance. I would have thought a more logical place would be to create them on program level, and the cap would be per program and not per Marketo instance.
But let's see...
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3 weeks ago
Well, I would certainly not create as many Marketo programs/Salesforce campaigns as you have sources. Using Campaign Member Statuses in Salesforce for sources is not a bad idea, yet not the common use case for this status. Usually they rather represent progression statuses like "Sent", "Responded" or "Registered", "Attended" and the like.
How do you use "Lead Source" in Salesforce? Usually - at least in the instances I worked in - "Lead Source" is copied from the lead/contact to the Campaign Member, so you could see various sources in your campaign reporting.
If you use "Lead Source" more statically though and don't allow it to ever change, think about "Lead Source - Most Recent" as the field to stamp onto the Campaign Member.
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3 weeks ago
First of all, I would consider pushing back on this request. The extra people somebody adds have not given explicit consent to receive emails, which I think should be mandatory before you add somebody to the database. Rather use a "forward to friend" function or just encourage your recipient to forward the invitation email to colleagues.
That said: A form submit is tied to the person that enters their email in the "Email Address" field. If you have additional fields on your form - First Name 1, Last Name 1, Email Address 1 and so on - these values would only be written into Custom Fields onto your primary recipient's record. So these "people" would not be records in your database and you couldn't email to them. You would first need to transform these field values into actual Marketo records.
And yes, you can only email to Marketo database records. Not to email addresses that just exist in any custom field.
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4 weeks ago
You could also make this a recurring batch that checks each day if that status was changed to "Working" exactly 14 days ago by using a combination of constraints: Status changed to "Working" in past 14 days AND Status changed to "Working" in past before 13 days. Use an additional Status = Working to also check if that status is still the same.
See: https://docs.marketo.com/display/public/DOCS/Smart+List+Filter+Operators+Glossary#SmartListFilterOperatorsGlossary-DateFields
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06-03-2020
07:42 AM
Hey Tom,
I don't think I said that. 🙂 https://docs.marketo.com/display/public/DOCS/Understanding+Marketo+Custom+Objects#UnderstandingMarketoCustomObjects-customcompanyUsingCustomObjectswithCompanies Here's the passage I was referring to. It hides in this sentence: "Custom Objects can only directly link to a single record. This means that when your custom object type is linked by company field, you should ensure that your person records are associated to a company either using contact conversion in your CRM, or using the externalCompanyId field."
So you can definitely tie a Custom Object to a Company - as seen in your screenshot. And you will see this Custom Object on the detail pages of all Contacts that Salesforce lists under that Account, same as a Smart List with the filter "Has Custom Object X" will return all these contacts.
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06-03-2020
05:00 AM
1 Like
Just for clarity on your phrase " not all person records with the same Company ID": If you link a Custom Object to a Marketo Company Object, only Contacts are being associated with the CO. If you happen to have Leads in Salesforce that are underneath Salesforce Accounts, these would not show up.
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05-15-2020
08:07 AM
We had the same issue a few weeks back. It magically went away after 15 minutes or so.
I know, not a great answer, but I'm pretty certain it's nothing systematic. Just a temporary outage.
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05-14-2020
08:51 AM
I'm pretty sure I don't have all the answers, but me let me try as good as I can.
First of all, this priority list is still valid as far as I know:
1) I don't think it makes a difference
2) That depends on your setup. As far as I know, batches and triggers work independently from each other, and if your batches are queued and your triggers are not, trigger campaign will work quicker. And the other way round. We for instance had long queues in our trigger processing a while ago, then we moved a lot of processes to batches, and now we have backlogs in batch processing... 3. Yes, see table above. Yet only if the wait step comes first.
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05-14-2020
07:16 AM
2 Likes
This looks like a use case for a Person Report with Custom Columns to me.
Create a Person Report.
Smart List = Member of Program (I suppose you have all On24 registrants in that program?)
Custom Columns: Member of Program and Status = No-Show; Member of Program and Status = Attended, Member of Program and Status = Attended on-demand... ("Registered" is not going to be a populated program status anymore once the webinar is over).
So you'd see all program members with their statuses in one row.
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04-24-2020
04:25 AM
@Steve_Schimmel - there's a feature of the calendar called Presentation (https://docs.marketo.com/display/public/DOCS/Calendar+HD). It's not part of all subscriptions, so you might reach out to support, but it could do what you're looking for.
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04-24-2020
04:10 AM
Here's what I got back from our success manager regarding Marketo switching to GTW's V2 API, which is out there for ages but not used by the Marketo adapter: "Right now we don’t have plans to upgrade to the V2 API. I think it would make more sense to look at this closer towards the end of the year and seeing if it can make the 2021 roadmap."
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04-24-2020
04:03 AM
Is there a work around or 3rd party tool? We are happy customers of Drift Email, formerly known as Siftrock. https://www.drift.com/product/email/ They do exactly what you're looking for plus much more. And they integrate nicely with Marketo.
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04-15-2020
05:08 AM
1 Like
Couple more hints to report types I find helpful: Engagement Program Performance - only if you're running Engagement Programs, of course. But it's a decent, easy to set up report, which I would encourage everyone to set up for each EP you're running. Have it sent to you as often as the EP fires, so you can always see at one glance if all emails in your program are actually sent. Campaign Activity - often overlooked, but immensely helpful if you have a ton of batch campaigns that do certain things outside of email sending. Subscribe to them to be alerted as soon as they start to process an unreasonable number of records. Lead Reports with Custom Columns - very powerful, but cumbersome to set up and also quick to overload in a way that they hardly process at all. But a lot of interesting answers can be given by this report type. Definitely worth diving into! One general tip: Don't let the number of reports you subscribe to get out of hand. If you start disregarding them because you subscribed to too many, you have broken the system. Be diligent about unsubscribing from and disabling no longer used reports. Reports only make sense if you mentally process them.
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04-14-2020
01:22 AM
1 Like
We are using DemandBase, DiscoverOrg (soon to be replaced by Zoominfo) and Clearbit. All of them work the way Philipp described, as webhooks outgoing from Marketo with a response that populates Marketo data fields. 60% match rate sounds about right to me, but only for non-ISP email domains. Naturally these services tend to fail if you send something@gmail.com. I guess it depends on your audience how high the match rate eventually is. There are a ton of caveats about these services in my opinion: How accurate are the data? That is extremely hard to assess I find. What happens if different sources contradict themselves and who gets priority then? Do you allow Salesforce synced fields to get overridden or do you have to store everything in temporary fields and decide by a rule set whether or not to override? And if you're operating in international markets: How reliable are these services when it comes to non-US companies? You can set up the webhooks relatively quickly but the strategic questions are not at all easy to answer IMO.
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04-07-2020
01:56 AM
I don't know. I tested with both Phone Temp - which is a string type field - and Phone - which is a phone type field - and both of them rendered fine on the landing page. Are you really, really sure your token name is correct? The token for the standard field "Phone" is {{lead.Phone Number}} - at least in our instance.
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04-02-2020
08:48 AM
1 Like
I don't see why that should not work. You have to click that email from a real email send to you in order to populate the Marketo tracking token correctly. A click from the email preview or a sample send won't cut it.
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04-01-2020
11:52 PM
1 Like
If I am understanding the first suggestion, are you saying: Keep all of the emails in the engagement program streams and set the cadence in the smart campaign? No, I wouldn't say that. Usually you set your cadence in the "Stream Cadence" in your Engagement Program. You can set your emails to be sent every MON and THU e.g. But this is a rather static setting which is the same for all emails in one stream. If you want to be more flexible and send Email 1 on Day 1, Email 2 on Day 3, Email 3 on Day 7 and Email 4 on Day 20, you'd have to use above mentioned wait steps in the email sending Smart Campaigns. Guessing everything will still work without transition rules? Trust me on this. 🙂 You have to organize your transitions somewhere, but that doesn't need be through the Engagement Program's Transition Rules. We find them rather clunky, and never use them.
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04-01-2020
03:32 AM
1 Like
What do you mean by "nested"? You have an Engagement Program, that Engagement Program has Streams, and in these streams you are not using emails, but default programs, right? And these default programs you call nested? Or does nested mean, that the default program lives underneath the Engagement Program? My first suggestion for simplification would be to not speak of "nested" programs anymore, as that doesn't mean much. It is irrelevant if that program you use within your stream lives underneath your Engagement Program or outside of it. I'd say you're better off referring to that program as "Content Program", as its purpose - I guess - is to hold the email, the tokens, probably the landing pages that are related to your content. So, regarding Cadence: You can set the cadence either in your Stream - of course - or set it in the Smart Campaign that sends the email and that lives within your Content Program. That Smart Campaign can set the cadence - e.g. like this: What this cadence should be depends on your use case. And then you say, you "have a separate program that removes a user". Really, a separate program? I think that should happen in a separate Smart Campaign that controls movements in your Engagement Program. And no, I don't think you should do that through Transition Rules, because Transition Rules are ugly. Control all movements in your Engagement Program through Smart Campaigns - recurring batches most likely - that live in a folder "Nurture Control" in your Engagement Program. Name these Smart Campaigns after what they are doing like: - Enter Engagement Program - Move to Stream B - Move to Stream C - Move to Inactive Stream Again, these Smart Campaign only organize Engagement Program traffic, they don't send emails.
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03-30-2020
02:37 AM
You're right. You can't "see" the Custom Object in the sense that you could view it as a list or export it. The purpose for the CO to exist in Marketo is to be used in Smart Lists for filtering persons. We have a couple of COs being linked to the Company object, and if you filter on them ("Has Custom Object X" or "Was added to Custom Object X"), Marketo will return all contacts that live in accounts that have that object. If you have set "Show in Person Detail" to "Show", you can see the object on a person's detail page under the respective tab. (If you happen to have "Leads" in Accounts in your CRM - at least this is true for Salesforce - your leads will not show as being part of the Custom Object. This relationship only works for Accounts and Contacts.)
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03-23-2020
09:23 AM
I'm out of ideas. Want to jump into a quick online meeting and show me your program? Probably I'm seeing something I haven't seen yet.
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03-23-2020
08:58 AM
Yes, that's funky too. You just have to delete the filters. The triggers can't be deleted, they will magically go away after you delete the filters. One more try: Your 5 leads don't happen to have "Unsubscribed = TRUE"?
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03-23-2020
03:39 AM
1 Like
Yes, looks okay to me. So you import your people and then you run the campaign again? Or does the campaign run as a recurring batch? You might want to take a look at the option to not use a filter, but the trigger "is added to list", so the campaign automatically runs after you updated your list. And there are options to solve your salutation situation more elegantly than having two email versions. A search for "salutation velocity" or "salutation script" will bring up interesting stuff. 😉
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| Location | Karlsruhe, Germany |
| Date Registered | 04-04-2017 07:51 AM |
| Date Last Visited | Friday |
| Total Messages Posted | 138 |
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