Michael_Florin

Michael_Florin

Or use a Person Report with Custom Columns and have it sent to you daily to see how many registrations - or other program status changes - have occurred in the last 24 hours. Have your Custom Columns be program statuses. https://experienceleague.adobe.com/docs/marketo/using/product-docs/reporting/basic-reporting/editing-reports/add-custom-columns-to-a-person-report.html Or: Set up a Campaign Activity report that monitors the Smart Campaigns in your webinar program. One of them necessarily will cause that program status change to "Registered". Set it up to look at the last day and have it sent to you daily.

Michael_Florin

I was hopeful that someone who is cookied and activity was bring tracked, that video plays would just appear if they were on a munchkin-applied page but that does not appear to be the case. Yes, that is exactly how this works. Wistia video watches appear as Visit Web Page events in a person's activity and you can trigger or batch off of that. Just embed the Wistia embed code on your Marketo page and you'll be fine.

Michael_Florin

No, not possible. Workspaces are really the only thing that regulates user access.

Michael_Florin

Link looked okay to me too. It resolved to https://pages.network-perception.com/Critical-Infrastructure-Protection-Step2-Visibility-Webinar-Registration.html?mkt_tok=long_string_of_characters which is expected. Yet it didn't populate the form with your data either. Also I saw that Ghostery showed the Marketo tracker to be blocked for me, but even after whitelisting I didn't get a result. Which is not surprising btw - sharing of these links often times doesn't work for me.

Michael_Florin

And if you click through from an email, as Lucas described, and the pre-fill still doesn't show: Clear your cookies.

Michael_Florin

Very generally speaking, yes, you can put "customer information" on your email. All fields in your database can be dynamically pulled onto your email as lead tokens. Like {{lead.Postcode}}, if "Postcode" is the name of your field. And these lead tokens can be pretty much anywhere on your email, including in links. So something like: www.myweb.co.uk/store-search/results/?country=en-GB&query={{lead.Postcode}} will work perfectly fine. Question now: What exactly are the values in your field and what exactly do you need to output in your link? You might need to tinker with that, probably by creating a different field that holds a reformatted variation of your postcode value or by using email scripting to get to that new value.

Michael_Florin

Could you provide instruction on how to pull form creation by the author? I don't have that level of access and have to request it, so I want to be clear. That would look like this in Audit Trail: By the way: I think "Audit Trail" is an admin section that normal marketing users should have access to. We have always created custom user roles with full marketing access plus some specific admin functions.

Michael_Florin

One potential 'solution' (and I use the term loosely) is to replace your checkbox with radio buttons with labels for opt-in and opt-out, have neither selected, and make them mandatory. This way, the person filling the form has to make a conscious decision as to whether to opt in or opt out. If they choose to opt out, you know it is for real. I think this is a reasonable approach, yet I don't like the overall scenario. I think an person that is already opted in should a) not be forced to express their consent every time they submit a form and b) would not expect to be opted out should they not check the box. Yet, of course, you have to opt them out should they not check it. Otherwise the box would be meaningless. I find it natural and common sense to hide the opt-in box for already opted-in persons. But yes, I understand that technically that is no different from pre-checking the box which is forbidden under GDPR. For me, this is a conundrum.

Michael_Florin

We love Drift Email. Can't speak to Leadgnome, as I've never tried anything else but Siftrock/Drift. I think it can do anything you could ever want from an email reply handler and it integrates beautifully with Marketo. You'll have to invest some time though for your Marketo programs that deal with responses. You will need to think about what you want to update with Drift information and what you want to do with the newly sourced leads.

Michael_Florin

@Katja_Keesom - I tried that, but to no avail. And if I understand the documentation correctly, with omitted parameter "fields" the call should still return four default fields. @SanfordWhiteman - hmm, that might be the key question, and I don't know that answer. Probably not. I assume that there were just lead list imports into lead and company fields, where something like an "Internal SAP Company ID" holds it all together. So probably there are no companies in that instance, which would mean, no "externalCompanyId" was ever populated. Marketo's {{company.id}} would exist regardless, right?

Michael_Florin

I'd say your setup will work somehow, but it's not really accurate and you will have a pretty big leftover cohort on day 6. Full List 1000 20% random sample: 200 800 left 20% random sample: 160 640 left 20 random sample: 128 ... So that's probably not the desired outcome. The standard procedure would be to divide your full list into 5 Static Lists using the random sample flow step, and use these Static Lists in your Smart Campaigns. Here's another idea: I just recently detected (was I blind before?) that "Random Sample" is also a Smart List filter. So could run something like this on Day 1: On Day2 you might need need to increase the Random Sample value a little to get to 200 again, and then do the same for the next three days.

Michael_Florin

Hi all, I'm trying to understand how querying and creating Marketo companies works through the API. Here's what I'm struggling with specifically: When I query companies like this from Postman: {{base_url}}/rest/v1/companies.json?filterType=externalCompanyId&filterValues=1000244485 I get this result: { "requestId": "de8d#17bff2da213", "result": [], "success": true } I've tried various filterTypes like "id" or "company" and "externalCompanyId" as seen above, but the result was never not empty. Here's what the description of the company object looks like: ({{base_url}}/rest/v1/companies/describe.json) "result": [ { "name": "Company", "description": "Map for API company fields", "createdAt": "2019-03-22T17:37:45Z", "updatedAt": "2019-03-22T17:37:45Z", "idField": "id", "dedupeFields": [ "externalCompanyId" ], "searchableFields": [ [ "externalCompanyId" ], [ "id" ], and some more lines. So I should be able to use "id" and "externalCompanyId" as filterTypes, right? How would I see "id" and "externalCompanyID" in the UI? External Company ID is a hidden system field (???) and what's ID? Is that what I get if I run this CDV? That creates a field value for "Flexfield 1" but if I use that in the query: {{base_url}}/rest/v1/companies.json?filterType=id&filterValues=1837 I don't get anything either. What am I missing here? ----------- And question two is this: How would I proceed if I wanted to insert/update "contacts" through a non-native sync. Create companies first and then leads by linking them to "externalCompanyId". Or does this work in just one call? Thanks!

Michael_Florin · ‎09-16-2021

Okay, let's see: Step A 1. The Marketo program is integrated with webinar platform (ON24). - check. 2. Go to registration page to register for myself. - check 3. Once I register and change my status to be registered. Event platform will send the value for {{member.webinar url}} back. - That sounds a little off to me. Register AND change the status? The reg form submit should trigger a Smart Campaign that changes the status, right? Just one action, not two. 4. It will be populated in my confirmation email and send to me. <I need to run a smart campaign under the event program right> - check 5. Check whether the link is populated correctly. - check Step B <sending a test email will not work right ?> - No, I guess it would. I just tested and you might as well preview your confirmation email with the data of a person that is in the registered status and you would see the {{member.webinar url}} populated. 1. The Marketo program is integrated with webinar platform (ON24). - check 2. I run a smart campaign to change my status to be registered. - yes, but you might as well change your program status manually in the program member tab. 3. Once I register and change my status to be registered. Event platform will send the {{member.webinar url}} back. 4. I went to the confirmation email and send a sample email to me. 5. Check whether the link is populated correctly.

Michael_Florin · ‎09-16-2021

If your Marketo program is connected to a webinar event in your webinar platform, and you set the program status to "Registered", a person is sent to that webinar platform, and the platform sends a value for the token {{member.webinar url}} back. Once you are registered, put that token in an email, send it to yourself and see if it renders correctly. AFAIK that's the only way to see it. Registration Errors won't trigger through a non-populated token. It's more the other way around: If your registration fails, the token won't populate. You see registration errors if you filter on them in the program member view: It's certainly not a bad idea to create a trigger campaign that sends an alert should a person ever get this status. Usually that happens if incorrect characters are being sent from Marketo to the webinar platform such as "|" in the company name.

Michael_Florin · ‎09-16-2021

If nobody links this page, I'll do it: https://blog.teknkl.com/pre-fill-any-site-any-form/

Michael_Florin · ‎09-16-2021

Custom Object updates will never be visible in a person's activity history. But you can have Marketo Support enable the trigger "Object is updated" in your instance. https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/marketo-custom-objects/trigger-off-custom-object-changes.html?lang=en

Michael_Florin · ‎09-15-2021

Marketo Support answered my question: "I understand you have some doubts on how Workspaces (Assets) and Partitions (Lead Database) communicate among themselves. Workspaces are separate areas in Marketo that hold marketing assets like programs, landing pages, emails and more. They can be used by multiple people. Each user has access to one or more workspaces. Records in a Partition A will only have access/ communication with Assets available in Workspaces which this Partition has visibility. If a record in Partition A (only visibility of Workspace A) fills out a form which is located in Workspace B, the form submission will be recorded in the lead's activity logs, but no other Asset from Workspace B will be triggered, such as Smart Campaigns. Answering your question: It is working as expected." I didn't know that. Now I know. 🙂

Michael_Florin · ‎09-14-2021

Hello all, I have a webinar program in Workspace A. That workspace is associated with Partition A. In that program I have a form and a Smart Campaign that listens to that form submit and advances a person's program status. So far, so good - that works as intended. But not in all cases. If a person from Partition B submits that form, they are not being caught by that Smart Campaign. That's at least where I think the causality lies, as all persons new to the database or from Partition A are being processed, whereas all persons from a different partition are not being processed. Is that how this is supposed to work? Thanks! Michael

Michael_Florin · ‎09-14-2021

(based on email ID alone, I believe)... Depends on your setup. If your Engagement Program's content is not emails, but Programs/Smart Campaigns, the Engagement Program would skip any person that is already a member of that program that contains the email. So not even a new email ID would help. Overall, an interesting question. Yes, you're right, by design Engagement Program are not supposed to repeat an email send. And for good reason, as this is commonly not being considered a good idea. Does this concept work for you? Are people more inclined to open/click/engage if they receive the same email a second time? That's what I'd recommend to do: Clone your Engagement Program for a repeat cycle, make sure people can receive these emails again and monitor the result. Does it even work? Only then think about making it more automatic.

Michael_Florin · ‎09-10-2021

I'm not sure I understand the issue. Let me try to rephrase it: GoToWebinar sends a few status changes back to Marketo. "Registration Error" before the webinar, and "Attended" and "No-Show" after the webinar. These are program status changes. They are not connected to anything - or "associated to a campaign" - per se, but you have to to connect them to something. Either by trigger or by batch, as in: If program status change to "Attended", send alert to Sales or raise score by 20 or whatever you want that status change to cause. If your Marketo webinar program is integrated with a Salesforce campaign, the GTW program status change would also be reflected in SFDC, but I guess that's not your question. Does that - sort of - help? 😉

Michael_Florin · ‎09-10-2021

Could we create a hierarchy of our engagement programs that we could say some are higher priority than others, and have filters that say "if lead is in A-level program, suppress from B-level nurture" or something of that nature? Just looking for any potential ideas. Floyd already hinted at good processes. Another one could be using the "Pause" mechanism in Engagement Programs. So you could build a few Master Controller Smart Campaigns that oversee all Engagement Programs with flows like If member of program A AND member of program B, pause in program B. and If not (or exhausted) member of program A AND member of program B, unpause in program B. Stuff like that. And run these controller campaigns nightly.

Michael_Florin · ‎09-08-2021

Thank you all for your thoughts. I'll try to convince the client to give up on that idea.

Michael_Florin · ‎09-08-2021

Can I have that change of that individual key form-specific? Or program-specific? I certainly don't to change the behavior instance-wide. (Yeah, I know that the answer is no). What about a second system to hold that kind of information? Sending form submits to a different database that does not de-dupe on emails? I guess I'll just suggest to add a note to that field of the kind "If you want to submit multiple persons with the same email address send us an email..." (I'm new to consulting and it seems I have to learn an answer to the request: "I want to jump to the moon. What are the next steps.")

Michael_Florin · ‎09-08-2021

Hello all, we have a client that tells us that this scenario is real for them: Their customers might have employees that don't have specific - personal - email address, but all use one and the same: info@example.com. And they want multiple people from that company to register for an event with that same one email address. I told them that Marketo dedupes on email address and the subsequent event tool won't be able to process that data influx, but they insist that there must be a solution out there. Does anyone happen to have a creative idea? Thanks! Michael

Michael_Florin · ‎09-02-2021

How about something like that? Would work and be reasonably readable if your form naming is consistent.

Michael_Florin · ‎08-30-2021

The main element is missing however, which is syncing those fields with SFDC campaign fields Marketo cannot write to custom SFDC Campaign fields directly, but it can write to Lead/Contact fields (obviously). And you can set up your Salesforce to copy lead fields into campaign fields, if that's what you want. Then create a Smart Campaign that writes values from your Program Fields into synced Salesforce fields. Would look like this: Change Data Value for synced field - say - "Sales Brief": {{member.PM Conversion Medium}}, {{member.PM Conversion Request}}, {{member.PM Conversion Magnet}}

Michael_Florin · ‎08-25-2021

First question that comes to my mind is: Why don't you give that person Marketo access? Second idea: As email names are not field values and therefore not easily exportable, you could change that. For instance: When an email is sent, use trigger.name in a flow step to populate a text area field "All Emails Received". You can append to that field like that: Change Date Value for All Emails Received: {{lead.All Emails Received}} {{trigger.name}} Not exactly awesome, but probably something to consider. (Or use the API plus a data lake with Tableau on top...)

Michael_Florin · ‎08-25-2021

You mean SFDC? I guess only if you add "Unsubscribed_Date" to Salesforce, make it visible to the Marketo Sync User and then populate that date in Marketo when the Unsubscribe happens.

Michael_Florin · ‎08-25-2021

@Katja_Keesom wrote: I have seen positive comments from people who have taken it. I have taken it just two months back and I can subscribe to what Katja said. Sure, I can easily imagine a room full of Marketo experts yelling at each other about wording details in pretty much every question, but I guess that's the nature of the beast. Overall: Good job, you champions who advised on the exam!

Michael_Florin · ‎08-25-2021

I recently noticed - and I guess I should have known all along - that lead.tokens on landing pages behave differently than form prefill. By that I mean that a {{lead.First Name}} token on a LP renders correctly, even if the person did not hit that LP from an email click-through. So obviously this token rendering works just through an existing cookie. Now, that lead me to this silly idea for a form: And that setting prefills the form just from munchkin. Does anybody do form prefill like this or does this have downsides I didn't think of?

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