Michael_Florin2
Level 5
Karlsruhe, Germany
Staff Marketing Automation Architect
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7 hours ago
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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yesterday
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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yesterday
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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Monday
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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a week ago
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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a week ago
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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2 weeks ago
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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2 weeks ago
Hey Stephanie, even after contemplating on your setup some more I don't find the error. One last try: Can it be you're violating global Communication Limits? Have you looked at the Activity History of your 5 test records to see if there's any indication as to why the email wasn't sent? And two opinions on your general setup: 1. On 05-Email 1 Program Sent Smart List, you have the filter "Engagement Program Cadence = Normal". I think it's redundant, so I'd remove it. Engagement Programs will send to normal cadence persons only anyways. 2. I personally - and I know many others have expressed the same preference here - don't like how Marketo visualizes Transition Rules. That's why many people opt to not use them, but place all transitions in standard Smart Campaigns in a folder like "Nurture Control" underneath your Engagement Program. You can name these Campaigns, so it becomes instantly apparent what they are doing.
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2 weeks ago
Yes, true. How about the "relative" time constraints available on the Filled Out Form filter? This week, last week, this month, last month could give you a solid indication of development, couldn't it?
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2 weeks ago
1 Like
Yes, the "group by" function is limited to database fields. So you can't group by date of form submission. Have you looked into Custom Columns? They might give you what you need. Create a couple of Smart Lists - in "Database" preferably - and have filters like "Has submitted form in past week" and "Has submitted form if week before that" and so on, and add these Smart Lists as Custom Columns to your Person Performance Report. For grouping select something that might actually add value like "Language" or so. (Unfortunately, you cannot not group.)
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2 weeks ago
1 Like
Marketo support mentioned that contacts who are members of the nested programs won't get casts The program doesn't need to be nested. I guess the correct wording would be: Persons who are already members of the Content Program won't get casts. Might that be the case here? I don't think you can ever use a program status change in a Content Program to trigger an Engagement Program send. Sorry if I am off here. It's hard to re-engineer your whole process. 😉
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3 weeks ago
1 Like
Well, I think this is exactly the challenge in a multi-product environment. No easy outs here. You - or all your Marketo users - need to agree on the definition of a prospect for a product line. What are your criteria and do you accept overlap, and if so how much of it? I mean, can one person be a prospect for x products and therefore be emailed x times. If you don't allow overlap, you could use a field like "Product Interest" and stamp that with your product line whenever these interactions - web site visits, webinar registrations and so on - happen. If you have that in place, your Smart List setup will be rather easy. Or do your web site visits or asset downloads create memberships in your CRM or program memberships in Marketo? If that is the case you can use "is member of program where name contains "productA" (Naming Convention of programs matter!) or Salesforce campaign memberships to identify prospects. That would be a scenario that accepts overlap. We are using both of these methods, but when we set up our Marketo instance three years ago, we knew that exactly this would be a problem we had to solve.
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3 weeks ago
1 Like
"Visited web site" is probably not the best non-activity you would want to look at. You can only tell if somebody visits your website if you have cookied him, which usually implies that they also have submitted a form. So you might delete persons who are actually good data, but you just don't track their web site activity. Also, you might consider whether or not these persons are synced with your CRM. From my perspective the best indicators for inactivity would be: Has not been sent any email Is Unsubscribed Don't have any contractual situation with you, like a purchase or a trial Take a look at these numbers and see if that already reduces your database size significantly.
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3 weeks ago
At first glance, I'd say this is not possible. Or at least not scalable as you'd need one flow step per Engagement Program a person might be in. If you're operating in multiple work spaces, it becomes even more troublesome. How about flipping "Marketing Suspended" to TRUE if one of your conditions applies? That is pretty global and prevents a person to receive any email. And flip it back to FALSE once your conditions no longer apply.
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02-28-2020
01:18 AM
Just wanted to mention that you also could use the GTW hosted ics file and create a link to that file dynamically in your email. Discussed here: https://nation.marketo.com/t5/Product-Discussions/GoToWebinar-Tokens-member-registration-code-and-member-webinar/m-p/207420#M151880
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02-28-2020
01:09 AM
The preview by list feature is usually not used to click through a whole list of real email recipients and see what their personalized version of an email looks like. Much rather, you would put a handful of records with exemplary data scenarios on a list and click through these handful to see if their emails render correctly. Like one test person per language or per industry or per gender. I use this feature a lot but never had so many cases on my lists to even know there was a limit. Let alone that this limit is 25. 🙂
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02-28-2020
12:57 AM
I assume the best way to get what you're looking for, is using Marketo Sales Insight (MSI) or any other connector between Marketo and Salesforce that can do this like OneInsight (https://launchpoint.marketo.com/onemedia-consulting/oneinsight-for-marketo-insightful-sales-enablement).
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02-28-2020
12:46 AM
2 Likes
I kind of understand why you don't want to create a whole new email for just a different subject line, yet I think it's still the easiest way to do it. Clone the email, exchange the subject line, name it _Email2Unopened, and place it in your Smart Campaign flow for non-openers. It's quick, and will give you solid reporting as you can perfectly distinguish Email 1 from Email 2. Any attempt to dynamically replace the subject line for a second send of the same email looks like overengineering to me.
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02-11-2020
05:10 AM
1 Like
They would be blocked automatically. As long as the system field "Unsubscribed" is set to TRUE and your email is not set to be operational, unsubscribed persons will be not sent any emails. Regardless of your email sending Smart List.
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01-27-2020
02:11 AM
Thanks guys, that's what I figured.
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01-24-2020
07:23 AM
1 Like
Smart Lists can live under Database or Marketing Activities.
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01-24-2020
07:11 AM
1 Like
By running a Smart List with the "Filled Out Form" filter:
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01-24-2020
06:03 AM
An external tool sends Custom Activities to Marketo. Is there any way to write values from these activity fields into the lead database? Thanks! Michael
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- Tags:
- custom activity
01-17-2020
03:24 AM
1 Like
We are using Siftrock - Siftrock | Email Reply Management for Marketing Automation - to interpret automated email responses. They can detect the "Left Company" case very well, categorize it, and then send that status to Marketo. A Marketo Smart Campaign can then handle the sync to your CRM, the unsubscription or whatever you want to do with these records. I guess this doesn't really answer your question, as we remove these addresses before they bounce, but I think that's even better.
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12-17-2019
08:46 AM
Okay, that page looks good to me. Have you ever submitted the form to allow Marketo to see it at least once? (We were discussing a similar case recently here: https://nation.marketo.com/message/218630-re-clicks-link-on-web-page-trigger-not-working-for-smart-campaign?commentID=21… ). Anyway, I've submitted your form. You should see my record in your Marketo database now - michael.florin@logmein.com. You should see the Form Submit activity and the Visit Web Site activity. I'm hoping that this should help your trigger campaign find that page too.
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12-17-2019
08:21 AM
Would you give me the link to the landing page that is not working? I can't guess it from your screen shot. (I think there's a typo on your page. It should be "abhängig vom fehlerfreien Zusammenspiel kritischer Infrastrukturen".)
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12-17-2019
08:01 AM
That page has Munchkin tracking on it. See screenshot from Ghostery: But your homepage https://www.netbraintech.com/ has not. So you must have been selective rolling Munchkin out. And I wonder if the page that doesn't work for you might not have Munchkin as well. That could be the reason you're not seeing it in your Smart Campaign trigger.
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12-17-2019
06:48 AM
Yes, still the case. Our team is using Litmus Scope, and they are liking it at lot: Litmus Scope
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12-17-2019
06:36 AM
Are you sure Munchkin is deployed on netbraintech.com? I'm not seeing it.
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12-16-2019
07:15 AM
1 Like
Ah, okay. Doesn't make that big a difference. To test, send a real email from an email sending flow step to your test person with a link to that landing page in it. After clicking the link you should see that landing page with a populated token. The email link needs to be tracked, so the LP URL after clicking the link needs to look something like this: www.yourdomain.com/landingpage/?mkt_tok=verylongstring
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| Name | |
| Location | Karlsruhe, Germany |
| Date Registered | 04-04-2017 07:51 AM |
| Date Last Visited | 4 hours ago |
| Total Messages Posted | 115 |
| Likes Received | 98 |
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