Casey_Henry

Was considering creating a SF custom object with the related Accounts (formula fields to Account ID for all key targeting variables) and then mapping that to Marketo. Any thoughts? ... View more

Thanks Sanford!   I've tried removing just the OnSuccess statement and so far - no dice.  My attempt at removal: https://mktg.billtrust.com/commpref-anon.html https://mktg.billtrust.com/rs/301-ZGZ-364/images/wp-js.min.js   It did show up in the Marketo LP Editor momentarily before something hid it. The form isn't visible at all on the live LP. ... View more

We are getting the same error every day or two.  No direction from Marketo Support and SF admins are at a loss. Seems like a common issue among customers. Has anyone actually found any records not syncing because of it? ... View more

Are these intentional duplicate leads? Bob submits Lead A then Mike later comes back and submits Lead A again, it creates a duplicate of Lead A? It seems like maybe the language above is equating Leads with submissions... If not, what about writing a SF activity for each form submission to save it and all the details the rep submitted in the comments field. Be sure to assign it to a user where no one can modify the tasks. Would recommend putting the submitting reps name in the Subject "Q4 Contest Lead Submission by {{Bob Smith}}" so it's easy to run number of submissions by rep in SF. ... View more

I think what you may be looking for is to write activities table out to an independent table. You can do it in Marketo using score fields for each item you want to track, but you will be limited in time periods. More periods = more score fields. For example you want to track sent, open, click by month. You will need 36 score fields (3 x 12 months) and triggered programs for each that only add during the specified period. Then you could overwrite when the year starts over...No historic data. ... View more

Yes. Run a lead performance report grouped by email address - filter to leads sent the emails you want to report on. Use a smart list custom column for each email open.... You will see which emails each individual opened. Export to Excel and get your average opens per lead. ... View more

1. Do you have the unsubscribe landing page and/or your email footer configured to show the email address they are unsubscribing? {{lead.email... ;} You could even give them an alternate email field so they can tell you another email they would like to unsubscribe as well (requires #2) 2. Does your sales team have an Alternate Email field on lead/contact records? While this doesn't solve the problem of duplicates, it can help prevent peeved unsubscribers if you have a large database. Run a monthly export of new unsubscribed leads with the anonymous IP*, primary and secondary email fields included, then run a smart campaign to unsubscribe all matches on any of the above field values (lots of ORs). We have some terrible issues with intentional duplicates (by support, our client portal and sales) and while time consuming, this helps us stay out of the worst of it. If you have DemandTools or any other tool that will let you match on field values, that can speed it up. Recommend running the whole database of unsubs twice a year. *anonymous IP obviously has limitations - applicability depends on the scope of the problem and your audience ... View more

Marketo form submissions write onto the leads activities table. You can then set up a triggered campaign based off the form fill. Are you synced to Salesforce? If you are, we often handle surveys and special registration types by collecting the responses in fields only set up in Marketo and using tokens to insert into activity records that are pushed to SF.  We do not use the global form fill logging that Marketo provides (in Admin). The responses will then be available to your sales team and saved for posterity. Example: You need 5 text area fields on a form + your standard fields (first, last, email and company). 1. Create 5 fields using an easily recognizable (and expandable) naming convention. We use Formtemp_Textarea1, Formtemp_Textarea2 and the like. The goal is to make these reusable - you won't be saving the values in these fields. 2. Create your form, drop in all 9 fields including your Formtemp fields. Customize your labels in the form. 3. Set up a smart campaign triggered on that specific form fill with the flow step: Create SF task, then delete the values from those temp fields (optional). Customize the task to be Subject: Your Form Name and comments a concatenation of the Temp fields. Question 1: {{lead.Formtemp_Textarea1}} Question 2: {{lead.Formtemp_Textarea2}}...and so on. 4. To CYA, you could set the value deletion separate after sending yourself an alert to check it later. If you don't delete the values you run the risk of mixing answers from different forms or worse - having them visit a pre-populated form with their previous answers filled in. Hope this helps. ... View more

I change to a unsubscribed stream - which my stream names are my program status names and SF campaign member status names.  Then i create a completed task that identifies which email they unsubscribed from in the Subject.  That way I can see which emails are driving the highest unsubscribe rates and the trigger.name used in the task subject also identifies the program (we have multiple). ... View more