Hayley_Sheaffer

Hayley_Sheaffer · ‎11-02-2020

got it. I guess that's what I did, but in a smart campaign so that after checking the 'email address is' then I could just do my batch send of the appropriate email. However, would there be a recommendation on importing that list from SFDC to have everyone just pop into a static list. Or is that primarily used for if I know most of the people would not already be in our Marketo database? I thought the import a list was going to be the preferred way to do it since we puled the list from Salesforce, but maybe in this case it wasn't....but if there would have been 500 people, that seems like you would want to import as a csv because of the number, even if they already existed in Marketo

Hayley_Sheaffer · ‎10-30-2020

well I guess I don't know! Are you saying to pop in 100 - 200 email addresses in the database search field? Can I search by inputting multiples, or does that basically go back to what option i went with? Since I did have the 150 email addresses, I went with the above stated option 2 -- using the email address in my smart list and just popping them in there and doing the send that way.

Hayley_Sheaffer · ‎10-30-2020

how would I check and fix that? It was using Web page is and selecting my approved LP option that was giving me a smaller number.

Hayley_Sheaffer · ‎10-30-2020

I don't get notifications as much anymore! So revisiting this, you said *There is a chance some of the people from the SFDC list may not exist in Marketo for one reason or another. You then would ideally go through a process to ensure those records make it to Marketo. If you do a normal list import you could create a duplicate person. I would start by checking to make sure all the records from the SFDC list exist in Marketo as well. How do you recommend checking it? I was unable to use the same filter that I built the SFDC report with, as a smart list in Marketo. so how would you do a check to make sure all of the 100-200 people exist in both? Thanks!

Hayley_Sheaffer · ‎10-30-2020

Oh yes, I didn't give the full url on here. It's https://pages.scilearn.com/Webinar_2020-Dyslexia-Update-New-Science-and-Solutions.html but when I used the filter in the smart campaign it's not the URL I used, I used the LP name that I gave it in marketo and that popped up on the dropdown.

Hayley_Sheaffer · ‎10-27-2020

I made a smart campaign with the listening trigger 'clicks link in email' with the 2 emails I wanted specified and no other constraints. In addition, as a filter I added 'visited web page' and selected the Marketo created LP from the dropdown and with date of activity between 10/22/2020 and 11/6/2020 (the lp was not active until 10/21). I am only seeing very few people showing up and in my test user accounts only one showed up, even though I clicked the link in emails for both and left the Landing page open for a while before I closed it. Any idea what has to happen in this scenario for it count everyone? In contrast, I created another smart campaign with just filter of clicked link in email with the 2 emails I wanted specified and constraint of link contains and added in the Marketo LP link (it was linked in both emails) w/o the https:// ex: pages.scilearn.com/Webinar_2020-Dyslexia-Update For this I got 352 clicked and for the first trigger with the visits webpage I only got 51. But both would ultimately direct them to the same landing page. What's going on with the difference in numbers??

Hayley_Sheaffer · ‎07-14-2020

Hi @Oz_Platero I ended up going with your option 2. this time around. 1. seemed like what i was ultimately aiming for though, but I want everyone on that list to be emailed a specific email. So, if I do the skip new people and updates, it sounds like some people will be left off that list and I want to email them, unless they opted out of course. Is that the case? That's what I wanted to do, there is a list that was pulled from SFDC and most of those people are already in the Marketo db. We wanted to email that specific list and I needed to get that list of people in a static list to email them.

Hayley_Sheaffer · ‎06-25-2020

i am also having this issue too. The field was in SFDC - we turned on visibility and it is now available in Marketo with the appropriate picklist values. But when i use it to make a smart list, no one comes up in people. When I use it as a filter in SFDC, it does pull about 579 people and I know most of them are in my Marketo database.

Hayley_Sheaffer · ‎06-24-2020

if i want to import a list and the people are already in Marketo will it create duplicate records? We have a list of people we want to target, the list was made in Salesforce based on opportunity details. I know these people are in our Marketo database but seems to me the quickest way would be to import these people into a static list (or smart list) in Marketo, but I don't want to create a bunch of duplicate people in my database. Any tips or east to follow instructions on the best way to do this is much appreciated!

Hayley_Sheaffer · ‎06-15-2020

please someone correct me if I'm wrong, but you can only nest default and event programs in the engagement streams. You cannot nest an email program in an engagement nurture stream.

Hayley_Sheaffer · ‎11-26-2019

We do NPS twice a year. We set up our '19 NPS spring program very similar to this and we add respondents to a list as the smart campaign directs them. My question, is if you put the respondents in list, would you clear each list before we send the fall '19 NPS survey out that is housed within the same program? They will be campaign members in a separate SFDC campaign, as well.

Hayley_Sheaffer · ‎10-22-2019

so, when I hover over our unsubscribe link in an email I see something similar or maybe the same as what you're talking about with the 1&mkt_tok does this mean it's tracking and I don't need a smart campaign like I posted the pic of originally?

Hayley_Sheaffer · ‎10-22-2019

we do have a form for unsubscribes that we link to in emails. But that form was created many years ago (way before my time) and I cannot find any flow steps related to that form. Am I right in thinking that the form should have a smart campaign associated with it somewhere with flow steps in it? Or is it not always necessary and Marketo knows what to do when someone unsubscribes. I am new to Marketo so I am very confused at what actually happens when there is an unsubscribe.

Hayley_Sheaffer · ‎10-21-2019

Did that, thank you

Hayley_Sheaffer · ‎10-21-2019

In our instance every email we send has smart campaigns that listen for unsubscribes, and the flow in Salesforce is to mark them as that status for the email campaign? Is this necessary? I have attached pics that show what we do. I don't know why we have done it that way, but it doesn't seem like that is truly doing anything with people who unsubscribe. If people are clicking the unsubscribe link at the bottom of the email that should be tracked or managed elsewhere in Marketo database, correct? I am trying to streamline our process and figure out why we have done things the way we have over the years, but there is no one here that was using Marketo previously. Thanks!

Hayley_Sheaffer · ‎10-07-2019

I did refresh the browser...it did not help so I will reach out to support. What does it mean if the list is cached? Is it inactive or not pulling the values it should be somehow?

Hayley_Sheaffer · ‎10-04-2019

A smart list we regularly use is now showing as cached. I hit the refresh button (highlighted on the bottom of the list bc it's the only place I could find it) and view the people again and it still appears to be cached. I use this as a nested smart list all the time. Does this mean it's not as accurate? What do I do? Is there another refresh somewhere? I saw something about new subscription when I right clicked on the smart list, what does that mean?? Very new to marketo - so any dumbed down answer and step by step would help a lot!! Thanks!

Hayley_Sheaffer · ‎10-04-2019

New to building out a webinar in Marketo - we use ON24 I have a question about when we send thank you emails to attendees and no shows, we include the link to view the recorded session, I know this link should be the same as when it was the live session. But where do I get that link? Is in program tokens (or should it be a token) or do I just grab the link from an asset? I don't know much of anything about how the two work together, and if we do anything different for our instance. I am taking over this for someone who is not here any longer and have to pick up at the thank part and create the thank you emails, but not sure where to pick up from this part. Thank for any help!!

Hayley_Sheaffer · ‎10-03-2019

I had this same question, I hit the refresh button (highlighted on the bottom of the list bc it's the only place I could find it) and view the people again and it still appears to be cached. I use this as a nested smart list all the time. Does this mean it's not as accurate? What do I do? Is there another refresh somewhere? I saw something about new subscription when I right clicked on the smart list, what does that mean?? Thanks!

Hayley_Sheaffer · ‎09-16-2019

thanks! What is the difference between the flow step of "add to sfdc campaign" vs "change status in SFDC campaign"? Would opens have to be added to a sfdc with that status in order for anything to change a status later (like a click thru trigger)? This is if I am not syncing at the program level because I don't need to see everyone that was sent the email, but i do want the opens and click thrus to flow to the campaign. Do Opens need to be added or can they have a change status?

Hayley_Sheaffer · ‎08-28-2019

I have another question for this - I send an email and had Marketo create the SFDC campaign for me, so I imagine it's syncing at the program level. I made a smart campaign to listen for click thrus. In the SFDC side the status of the campaign members are invited (aka sent) and my one click thru BUT I know a few should have an open status but they do not. Any idea why the didn't change to open? there is a channel tag set for open status at a value of 20 vs the invited sent at a value of 10. Is it because I didn't make a smart campaign for open?

Hayley_Sheaffer · ‎08-28-2019

i have another question for this - I send an email and had Marketo create the SFDC campaign for me, so I imagine it's syncing at the program level. I made a smart campaign to listen for click thrus. In the SFDC side the status of the campaign members are invited (aka sent) and my one click thru BUT I know a few should have an open status but they do not. Any idea why the didn't change to open? there is a channel tag set for open status at a value of 20 vs the invited sent at a value of 10. Is it because I didn't make a smart campaign for open?

Hayley_Sheaffer · ‎08-08-2019

Hi - very new to learning Marketo but I'm the only one who can use this platform at my office. We have a list of 150k-200k prospects and want to them them all the same email but stay within the 20k rule for sending. How can we do this? I set up 7 Send smart campaigns with about 12 different filters but it took a very long time and doesn't seem sustainable doing this weekly since some things (mostly US States chosen) will change. What's the most efficient way to make a smaller group size? They are spread across the US. Thanks!

Online Status	Offline
Date Last Visited	‎06-28-2021 11:33 AM

Date Registered	‎06-28-2019 10:39 AM
Date Last Visited	‎06-28-2021 11:33 AM
Total Messages Posted	23

Top Badges Earned

Re: importing a list of names from SFDC to a list ...

Re: importing a list of names from SFDC to a list ...

Re: My 'visited web page' number is not quite righ...

Re: importing a list of names from SFDC to a list ...

Re: My 'visited web page' number is not quite righ...

My 'visited web page' number is not quite right?

Re: importing a list of names from SFDC to a list ...

Re: Mapping Salesforce Fields to Marketo

importing a list of names from SFDC to a list in M...

Re: BONUS: The Nitty Gritty of Next Level Nurtures...

Re: How to Create a Killer Net Promoter Score Prog...

Re: Is a smart campaign and trigger necessary for ...

Re: Is a smart campaign and trigger necessary for ...

Re: Is a smart campaign and trigger necessary for ...

Is a smart campaign and trigger necessary for unsu...

Re: Weird symbol on smart list (cached)

Weird symbol on smart list (cached)

On24 session link - need to find where it lives fo...

Re: weird symbol on the smart list

Re: Salesforce Campaign Sync in a Marketo Program

Re: Salesforce Campaign Sync in a Marketo Program

Re: Salesforce Campaign Sync in a Marketo Program

break up a email send group to smaller size