About Michael_Florin

Michael_Florin

@Tracy_Boesken - I'm a huge fan of this tool and I can't give it enough praise. But after Siftrock got acquired by Drift, the key component that you're looking for is not that easy to find anymore on their website. I guess it's here now: https://www.drift.com/platform/email/inbox-management/ The Marketo integration is very solid, and we couldn't live without it.

Michael_Florin

Thanks for the solidarity, @Sarah_Cassell 🙂 Quick update here: No solution in sight. We are still syncing every contact that needs to be updated in Salesforce with the "Sync Person to SFDC" flow step, which is terribly unefficient. Background sync still doesn't work. Marketo Support and Salesforce Support are blaming each other, which of course doesn't help.

Michael_Florin

No. But there is 3rd party software out there that allows you to do that. Siftrock/Drift Email e.g. https://www.drift.com/platform/email/

Michael_Florin

Hi Paul, I fear you can't use "Account ID" as the link field. Marketo documentation states that you have to use the Marketo Company ID. More on this here: https://nation.marketo.com/t5/Product-Discussions/Custom-Object-Linked-to-Company/m-p/302133#M170135 - where I ran into the same issue.

Michael_Florin

Eventually I didn't. That SFDC User Object which would now be a secondary object cannot be accessed by Velocity, and that was my only use case. But here's what I learned: If you create a Custom Object in Marketo _without_ a link field, that object becomes available as the link for another object: That other - or intermediary - object will need to have two links: The one displayed here that links to the second object and one that links to either a person or a company. Where I struggled then was the next thing: This intermediary object also needs to have a dedupe field, and to be honest I had no clue what that would need to be. But anyway: As secondary objects can't be used in Email Scripts, my project fell apart.

Michael_Florin

Sorry, I can't help any further. No you have to descend into the depth yourself. 🙂 https://stackoverflow.com/questions/13229377/checking-if-a-string-contains-a-particular-substring-in-velocity

Michael_Florin

https://docs.marketo.com/display/public/DOCS/Create+an+Email+Script+Token Sanford in action here: https://events.bizzabo.com/adobeskillexchange/agenda/session/491289 And here's a simple script example from our instance: ## if empty or US, display Boston #if( $lead.Temp_Country__c.isEmpty() || $lead.Temp_Country__c.equals("us") ) LogMeIn USA, 333 Summer Street, Boston, MA 02210 #elseif( $lead.Temp_Country__c.equals("BR") ) LogMeIn Consultoria e Serviços de Informática Ltda., Rua Joaquim Floriano, No. 243, suite 113, Itaim Bibi, 04543-010 São Paulo-SP, Brazil #elseif( $lead.Temp_Country__c.equals("GB") ) LogMeIn Technologies UK Limited, Ramillies Buildings, 1-9 Hills Place, Westminster, London W1F 7SA United Kingdom #elseif( $lead.Temp_Country__c.equals("AU") ) LogMeIn AUS Pty Ltd., 20 Martin Place, Levels 19 & 20, Sydney, NSW 2000, Australia ## all other countries, display Ireland #else LogMeIn Ireland Limited, Bloodstone Building Block C, 70 Sir John Rogerson’s Quay, Dublin 2, Ireland #end In our case it's a Temp Country field that dictates the various text block insertions. In your case that would be your Industry field. What the token outputs can be just a single line of text - as in this example - but also huge blocks of HTML. Depends on your email setup. Hope this helps. You'll find code snippets of Velocity all over this board. Mostly from Sanford. 🙂

Michael_Florin

Or: How about you use SFDC Contact ID is not empty and SFDC Lead ID is not empty as criteria? These fields are available for segments.

Michael_Florin

And if that "if", "elseif" and "else" logic is what you're familiar with or your email design doesn't really fit the segmentation/snippet approach, take a look into Email Scripting. Velocity can certainly be a great solution for creating dynamic content in emails.

Michael_Florin

Hi Amit, thank you for your thoughts! And no, actually I hadn't thought about copying the Salesforce object fields onto leads and contacts. I'm sure that would work though, but I'm not a Salesforce admin myself and I'm bugging that team sufficiently already, and also it's not exactly elegant. 🙂 Here's what Marketo Support came up with: "What this tells me is that what you may need here is to order things differently to support a many-to-many relationship in order to associate multiple person records with the same SFDC user custom object. Does that sound about right? Feel free to refer to the attached PDF (CustomObjectDiagram) that contains a diagram of how you could set this up." So he's hinting that a many-to-one relationship is in fact a many-to-many relationship type. I don't want to say that I completely understand this, but I guess that's what I'm going to do.

Michael_Florin

Hello all, I wonder if I misunderstand something fundamentally about Marketo Custom Objects and I hope someone can help me think straight. I want to bring information from the Salesforce User Object into a Marketo Custom Object. A Salesforce User has fields like First, Last, Email Address, and lots of additional information that could be helpful to build Account Owner signatures in Marketo emails, like a calendar link, a link to a user image, phone, complete address, job title and some more. That information is not available in Marketo through the native user integration. (Right?) So let's assume we have 500 sales rep users in Salesforce that are Account Owners. The native integration syncs over the field "Account Owner Email Address" to Marketo persons which I think could function as the link field for the object. Marketo Person: Account Owner Email Address == Salesforce User Object: Email Address So if I brought the users into a custom object, I'd have 500 unique Custom Object Records which are the various users. They'd be linked to as many persons as have the field "Account Owner Email Address" populated. A many-to-one relationship from Marketo's perspective: Each Marketo Person can have exactly one User Custom Object Record, but many Marketo Persons share the same one. Is that construct even possible? I know there's one-to-many, and there's many-to-many (although I have never done that myself), but is there also many-to-one? I've built the object this way, had my integration partner API populate the object, but it seems the integration created exactly one Custom Object Record per Salesforce User. And it also seems it could tie this one CO record only to the first occurrence of a Marketo person it could find. Does anyone know more? Thanks! Michael

Michael_Florin

Hello all, just a shot in the dark, because I don't have a better idea at this time: Are there others out there for whom all contact pushes fail? That happens to us since Feb 27th, and so far neither Marketo nor Salesforce support could give us any meaningful indication as to why that would be the case. Job Level Errors look like this 03/26/2021 09:48:28,Job_Level,"_updateSObjects failed for 57 Contact record(s) - An unexpected error occurred. Please include this ErrorId if you contact support: 144030477-7776 (1451909282)" Nobody seems to know anything about this ErrorID. Any ideas? Thanks! Michael

Michael_Florin

I don't think it does. We do that occasionally and we've never experienced an issue. As far as I can tell, this is a legitimate procedure. One thing to note though: It is not guaranteed that all responses to that email - auto-responses in particular - will go to your defined reply-to-address. Some inboxes send responses back to the from-address. That's one of the reasons it's usually recommended to use the same email address in from- and reply-to. Some bigger response handlers like Siftrock/Drift insist on doing so.

Michael_Florin

You can't. Clicks on Sample Emails are not being recorded and cannot trigger Flow Steps. There are numerous aspects in which sample emails behave differently than real emails sends. Usually it's a good idea to test everything through a real send.

Michael_Florin · ‎03-18-2021

Thanks Sanford. Done that. I could upload, let's see if that image URL is accepted on the DNS server.

Michael_Florin · ‎03-18-2021

Hello! I was just asked to implement BIMI for one of our products, and I've read this article: https://nation.marketo.com/t5/Support-Blogs/How-to-BIMI/ba-p/296966. But when I tried to upload the svg file to Marketo's design studio, it told me I couldn't. "Potentially unsafe file blocked (IMAGE/SVG+XML)". Has anyone found a way around this? Thanks! Michael

Michael_Florin · ‎03-15-2021

A co-worker just rightfully objected that if we put the complete link in the snippet - like <a href="https://lp.example.com/Unsubscribe?mkt_unsubscribe=1&mkt_tok=##MKT_TOK##}" style="text-decoration: none;">{{my.unsubscribe-text}}</a> it works fine. So in that case ##MKT_TOK## is resolved correctly it seems.

Michael_Florin · ‎03-15-2021

Thank you, Sanford!

Michael_Florin · ‎03-11-2021

Hello, we just noticed something unexpected and I wonder if any of you had an idea. We usually store the link to our Marketo unsubscribe page in a program token: {{my.unsubscribe-link}} = lp.example.com/Unsubscribe?mkt_unsubscribe=1&mkt_tok=##MKT_TOK## Where on the email we have something like this: <a href="https://{{my.unsubscribe-link}}" style="text-decoration: none;">{{my.unsubscribe-text}}</a> Standard stuff, I guess, and everything works well. Now, if we put the same mechanism into a snippet, the token version does not work anymore. After clicking the link, this remains in the browser URL: https://lp.example.com/Unsubscribe?mkt_unsubscribe=1##MKT_TOK## That looks funky and of course it also doesn't work. The form field for the email address is not populated. Whereas if we "hard code" the unsubscribe link directly into the snippet, the link works as expected. It is displayed as https://lp.example.com/Unsubscribe?mkt_unsubscribe=1&mkt_tok=Njc3LVhOVS0yMDMAAAF7wLqgKcm___verylongstring then the mkt_tok parameter vanishes after a split second, and the URL reads https://lp.example.com/Unsubscribe?mkt_unsubscribe=1 and populates the form field. -------------------- Any idea why this link wouldn't work as a token in a snippet?

Michael_Florin · ‎03-11-2021

I suppose with "Mytoken" you are referring to a script token, right? And if that script wouldn't produce an outcome, you want to not send the email? - That's not possible. But that script token would rely on some data points, wouldn't it? So you should rather look at your email sending Smart List and add a filter to only send if meeting date/time - or whatever that data point exactly is - are not empty.

Michael_Florin · ‎03-09-2021

Not just like that, I would say. We have a Wordpress hosted blog that sends a trigger to Zapier when a new post was published and then Zapier creates a token that populates a Marketo email that goes to all blog subscribers. Would that resemble your use case?

Michael_Florin · ‎03-03-2021

Hey Johnny, I guess you would need to explain what " mailable segment status" means in your instance. Do you really have a Segment (as in part of a Segmentation) that indicates their marketability? If so, you cannot change their segment in a Smart Campaign Flow, but you'd need instead change the underlying criterion that adds them to this segment. If for instance you had a Segmentation that says: Members of Smart List where Unsubscribed = true fall into the segment "not mailable", you'd need to change Unsubscribed to false in order to make them go in your mailable (or default?) segmentation status.

Michael_Florin · ‎03-03-2021

Sure, you can run a Smart List like this: A likely explanation would be that the persons who didn't receive that email were blocked due to other reasons. Operational only sends to Unsubscribed and Marketing Suspended, but not to Blacklisted or Email Invalid e.g.

Michael_Florin · ‎03-02-2021

Probably it helps if you look at it from the other side. Go to Launchpoint and check which programs are used by your GTW connector. Not the most elegant solution but you can copy/paste the results, and you'd have your complete program list in under 10 minutes.

Michael_Florin · ‎03-02-2021

Thank you very much, Sanford, for your thorough response. I really appreciate it! I'll forward this to our coding guy.

Michael_Florin · ‎03-01-2021

I hear our customers complaining about the exact same phenomenon. I can't even replicate it, but there must be something out there. Here's an example page: https://lp.logmeininc.com/EMEA_DE_Digital-Work-Culture-eBook_LP.html And I've heard that removing the ".html" from the LP actually fixed the issue. Like so: https://lp.logmeininc.com/EMEA_DE_Digital-Work-Culture-eBook_LP I certainly haven't understood the issue yet.

Michael_Florin · ‎03-01-2021

As Sanford already indicated, Siftrock and Drift Email Bot are two very different things. Siftrock as your overall email response handler can copy the body of an email response to Marketo and from there you could run Smart Campaign filters. If e.g. you send an email that says "If you want to register, just reply with "yes"", you might run a Smart Campaign that say: If Siftrock Email Body contains "yes", set Program Status to Registered". We do similar things with our Siftrock integration to enable "conversational marketing". Works nice, but there are no AI features involved. Compare that to the Drift Webinar Bot: https://gethelp.drift.com/hc/en-us/articles/360024352973-How-to-Use-Bots-to-Register-Your-Webinar-Registrants Very different overall setup. You create your flow steps within Drift and from there the machine can understand if a person makes a positive or a negative response. I haven't tested it personally as it doesn't really work with our overall Siftrock setup of email reply domains and the like, but I have heard good things about it.

Michael_Florin · ‎03-01-2021

Is the querystring really empty on these form submits? But I guess what you're asking is: How can it be that I see 1029 records that are supposed to be affected by my campaign, yet the campaign always runs for 0 people and there's nothing in the results tab. And I don't have a good answer for that. I'd file a ticket with Marketo support.

Michael_Florin · ‎02-25-2021

Does it help to tell you that you can filter on trigger campaigns in your Marketing Activites tree? Or check out the "Campaign Activity" report type. It shows whether a Smart Campaign is a trigger or a batch campaign.

Michael_Florin · ‎02-18-2021

Yes, these look like very viable options. Just keep in mind that "Engaged" probably doesn't mean the same thing in every program. You might have higher value programs where engaged means +10 and minor ones where engaged means +5. That's where potentially naming conventions come into play, where you have your programs have specific names indicating their value or stage. As in If status changes to "Engaged" and Program Name contains "Stage3" assign +10 vs. If status changes to "Engaged" and Program Name contains "Stage2" assign +5 Just some thoughts on your overall scoring architecture. There are many roads that lead to Rome. 🙂

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