Grégoire_Miche2
Level 10
Founded and now heading the most ancient Marketo partner in Europe and largest Marketo partner in France, I have been working as Marketing executive for almost 20 years in the IT industry.
Also a seasoned Salesforce consultant, I have personally participated into about 40 Marketo projects so far.
Paris
Senior Partners, Organisation & Technology Consulting
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a month ago
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812
Solutions
07-30-2019
05:55 AM
3 Likes
You do not need this. Just sync to SFDC and assign the contact to a lead queue and this will create a new lead. It's really not recommended, though. -Greg
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07-30-2019
05:49 AM
Hi Yifat Danieli , You will have to separate the fields used for data entry on forms from the fields you use to store the data, that sync with the CRM. Then you will have to create the logic to exchange information between the 2 fields. For the later, the best it to use webhooks, that can implement a solid logic. -Greg
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07-30-2019
05:09 AM
Hi Leticia DoPrado, In the revenue model PHASES, no, you cannot. -Greg
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07-23-2019
04:35 AM
1 Like
Duplicates other ideas: Greg
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07-23-2019
04:32 AM
14 Likes
Hi Justin Cooperman, The truth is that it has been a long time Marketo has not released any of the top ranked ideas from this community, and we have been awaiting Sky and its promises for a very long time, especially with regards to the possibility Sky offers about fixing many of the small bugs that ruin our lives (https://nation.marketo.com/thread/30031-just-do-it-marketo-so-called-minor-missing-features and https://nation.marketo.com/thread/33692-marketo-salesforce-integration-needs-a-serious-overhaul-dont-you-sync are ow more that 3 months old). And the policy to make all significant upgrades chargeable is also very frustrating. E.g. MPI, while in the same time Marketo analytics and advanced reporting are so limited and old fashion. Greg
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07-23-2019
04:12 AM
HI Sean Richards, I did. We recommend the usage of Flows in Salesforce, that enable to create wizards without having to code. The the wizards can have multiple steps, ask questions conditionally to previous answers, and fire multiple updates. For example we will create a "qualify lead" wizard that will ask whether the user wants or accept or dismiss the lead, then if dismissal is chosen, ask for what reason, and based on the reason, the wizard will determine the new lead status, may set a recycle duration, etc... If the lead is accepted, the wizard will confirm whether it's for a new opportunity, an existing one or for account management, will also check fo existing account / contact and ask for confirmation to attach to existing or create new ones, and then the proper conversion. Another type of wizard if for the creation of opportunities on existing accounts, to force the attachment of at least one contact. -Greg
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07-11-2019
01:01 PM
1 Like
Hi Sarah, The Sky UX will offer the possibility to add labels at all levels, down to assets in a program. But I am not sure it has other utility than searching and filtering. -Greg
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07-11-2019
12:57 PM
Hi Erik Heldebro, Unfortunately not. And since the merge with Adobe, I have somewhat lost my connection with the PM -Greg
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06-13-2019
05:54 AM
On top of Sanford's reply, which is that the template is your responsibility, Gmail has specific constraints with regards to responsive design. Until very recently, Google would not support media queries, because they were promoted by Apple... So it also all depends on the version of Android or gmail app you are using. If you are using Marketo starter templates, they are not pixel perfect with regards to responsiveness either. -Greg
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06-13-2019
05:49 AM
1 Like
Way steps do not show in the calendar, only the smart campaign start date / time does. Quite often, it's better to use multiple batches rather than 1 smart campaign with multiple wait steps. It will enable you better control, better reporting. -Greg
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06-13-2019
05:45 AM
Hi David, Indeed, not synch'ing new leads to SFDC is not such a good idea. People do this because they fear they will overwhelm sales in SFDC with immature leads. The best way to set this up is to create various lead queues in SFDC and assign the leads to the queues based on lead maturity. You will also need to train everyone so that they do not create new lead nor contacts in SFDC without searching SFDC for exiting records (which supposes they can access these leads in the first place). Once the lead is in Marketo and SFDC as non sync'ed records, it is too late... The duplicate will happen and will need to be merged later. With regards to sync filtering, I wrote quite a bit here: https://nation.marketo.com/community/champion/blog/2016/03/09/sync-with-marketo-mysteries-part-1 https://nation.marketo.com/community/champion/blog/2016/03/09/sync-with-marketo-mysteries-part-2 -Greg
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06-13-2019
05:39 AM
Hi Nancy, No, currently, the LAR will only fire once, on lead creation and will not fire again when the lead is updated nor when the lead owner is changed. Vote here: https://nation.marketo.com/ideas/7524 -Greg
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06-13-2019
05:38 AM
There are some limitations, though: the SFDC LAR will only fire on lead creation. Vote here: https://nation.marketo.com/ideas/7524 and look into the idea to get a workaround. -Greg
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06-13-2019
05:01 AM
Hi Daniel, Account backup name is equivalent to SFDC Type is contact, in fact. Just easier to understand in the context of this smart campaign -Greg
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06-12-2019
12:57 AM
BTW, how do I mark an answer as correct in the new community ???
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06-12-2019
12:51 AM
Hi Sandy, Thx a lot !! Web agencies in action -Greg
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06-12-2019
12:49 AM
Thx for this Sanford Whiteman, I was going to write it , The correct trigger setup is Data value Change on "Company Name", source is not Salesforce.com, together with the SFDC Type is not Contact. You could also add " Account backup name is not empty" as a filter. -Greg
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06-11-2019
07:36 AM
1 Like
Hi Monica, Sending emails to an alternate address is not that simple. You will need to replace the student email address with the parents', send the email, then replace the email address with the original one. This means you need: To store the student's email address in a proxy field To also have the parent email address in a lead field, since you will not be able to use info from the custom object in a smart campaign flow. Make sure that if an error (hard bounce, soft bounce) arises on the parent's email address, you manage it so that you will not disable the student's address. It's better to have the parents in stored as contacts (you can segment them through SFDC record types for instance). -Greg
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06-11-2019
03:58 AM
The idea has the same effect as being able to change the template of an existing email. See https://nation.marketo.com/ideas/1037, https://nation.marketo.com/ideas/1343, https://nation.marketo.com/ideas/6672,
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06-11-2019
03:54 AM
Hi Jackie Potts, this seams to me more a bug than an feature that needs enhancement... -Greg
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06-11-2019
02:03 AM
Hi Nancy, I would be very surprised if you could change the SFDC lead owner with a "change data value" flow step. The reason is that this is a complex field. Behind the name of the owner, the internal value of the field is a SFDC ID. -Greg
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06-11-2019
02:01 AM
HI all, Detailed answer to this is available here: https://nation.marketo.com/thread/28121 And a workaround (requires some APEX coding) is available here: https://nation.marketo.com/ideas/7524 Please vote! -Greg
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06-11-2019
01:56 AM
Hi Nancy Rosenthal, Yes this is correct. If you follow the link to the Idea I sent, you will find a technical (apex based) workaround. KR Greg
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06-11-2019
01:42 AM
Dear all, On the following page: https://www.hellotalent.com/request-free-demo/ the form submit event does not always work. What is weird is that intensive test shows it works about 50% of the times. We have inserted a slightly modified forms code to be able to better track what is happening and the form.onSuccess event is never called. In fact, when the form fails, the lead is not inserted, leading to think that the save2 endpoint is not called. The console shows no error related to the forms2 API nor the save2 endpoint. Any idea ? -Greg Arthur Roche Sanford Whiteman
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06-05-2019
03:15 AM
2 Likes
Hi Leticia, Marketo is not a web analytics tool. You rather should rely on your web analytics tool to do these reports, especially if you need to mix anonymous and web visitors in your reports. If you need to combine web analytics with Marketo information, look into the community for information about how to link Google Analytics and Marketo information, knowing that at the end of the day, you will have to extract data from both systems in a third party datalake to really provide the detailed reporting you are looking for. -Greg
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06-05-2019
03:04 AM
Wanted to add https://nation.marketo.com/ideas/9819 , but I can no longer edit the post. -Greg
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06-05-2019
03:03 AM
When using link tokens in emails, the formatting is rendered based on classes and CS that was included in the definition of the token at program level. This triggers various issues: the user who is setting the token and inserting it in the email is not necessarily versed in CSS If you need to use the same token in different emails places with different formatting, you are stuck with one rendering only. You could use some classes, but it gets very tricky and anyway will not work for email clients that support only inlined CSS So we need a way to be able to set the styling of a link token at email level, rather than at token level. it would take the form a new mktoLinkToken element that one could insert in the template and that would take as an input and link token, but that would be styled using the email template code. The element would enable to select only link tokens in a token selection list. The element would take some attributes such as "mktoTokenClass" and "mktoTokenStyle" to provide the template designer with a way to define the classes and styles to use, and "mktoLockTokenStyle" or "mktoLockTokenClasses" to enable or disable changes to what is set at the template level. And of course, the element would render correctly on HTML AND TEXT versions. -Greg Justin Cooperman
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06-05-2019
02:50 AM
I wanted to add this idea: https://nation.marketo.com/ideas/9818 but I can no longer edit the post. -Greg
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06-05-2019
02:48 AM
The new "Link" type of program token do not render as expected in the text version of the emails: Instead of rendering the display text and the URL, it renders the whole <a> tag: <a href="http://engage.awe.fr/G0Y0R4000T0pY0oY00000h0" target="_blank" title="This is a title" class="mchNoDecorate" id="2356" Display text</a> Not good! Justin Cooperman
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| Name | |
| Location | Paris |
| Date Registered | 11-26-2014 12:29 AM |
| Date Last Visited | a month ago |
| Total Messages Posted | 9,468 |
| Likes Received | 5953 |
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