Denise_Greenb12
Level 5
MARKETING OPERATIONS CONSULTANT who excels at helping companies get meaningful business results from Marketo and Salesforce.com (SFDC). A technologist who thinks like a marketer and loves working “hands-on” in Marketo and Salesforce.com and sharing my knowledge with others.
San Francisco, CA
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Offline
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| Date Last Visited |
yesterday
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212
Posts
113
Likes
5
Solutions
05-20-2020
06:28 PM
Hi @Darshil_Shah1 - Thank you! Can you at least use flow steps to add people to Dynamics campaigns? Also, I haven't used Dynamics before. I can tell from reading the Marketo docs on Dynamics integration that, like SFDC, it has Leads, Contacts, and Accounts. Does Dynamics also have field mapping between fields on Leads and Contacts (and Leads and Accounts) so that you can have just one field in Marketo, e.g., for Source, that's mapped to both the Lead and Contact in Dynamics?
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05-18-2020
11:32 AM
Did Marketo ever implement a campaign sync feature for Microsoft Dynamics users like the SFDC-Marketo campaign-program sync feature? I've read some posts about the absence of this feature from years ago but can't find anything about it in the product docs.
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11-13-2019
04:25 PM
Thank you, Sandy! I see what you mean. I spot-checked some of the reasons in this instance and they were: 554 rejecting banned content 550 bl.spamcop.net Blocked 550 [internal] [oob] The message was blocked by the receiver. 550 Blocked Based on those reasons and your comment I don't think they should be marking the emails invalid. Do you agree?
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11-11-2019
04:22 PM
Does anyone have a definitive list of the types of bounces that cause Marketo to set Email Invalid to True? I was previously under the impression that any hard bounce with a 500-range (e.g. 5xx) bounce code would trigger Email Invalid. However, I can see instances where this isn't the case. The only documentation in the Product Docs I can find on this is woefully short on detail ( “Email Invalid - Set to True when a certain type of hard bounce occurs.” ). The question occurred to me because a new client has a smart campaign that sets email invalid to true any time a hard bounce has occurred at least twice in 90 days - and the campaign members I spot-checked had all hard-bounced with 5xx bounce reasons the first time.
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08-07-2019
04:24 PM
Hi Ellie - This is easy. Just go into Admin and click on Fields. Than select the field you are interested in and all the assets that use the field will be listed - including forms. Denise
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06-16-2019
04:16 PM
14 Likes
Please reverse the 90-day data retention policy for Score changes and add them to the category of ativities retained for 25 months. I frequently find myself in the position of being asked how a person attained a certain score and am unable to answer because the data is missing. Moreover, 90 days is simply too short a time period to assess the efficacy of a given scoring schema. For companies with long sales cycles, especially, it's easy for it to take longer than 90 days for a person to score enough points to become an MQL and be passed to sales. And when the data disappears it's impossible to track the path to MQL and determine if the scoring model is working as intended. Please change course and retain score changes for the longer time period!
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- Find more ideas tagged with:
- data retention policy
- scoring
05-09-2019
09:45 AM
1 Like
When troubleshooting an activity log that is several pages long it would be save a lot of time to be able to filter by date range. Otherwise you're stuck going page by page by page - with a delay for loading in between each page. A typical scenario is using the search to find an event (or events) you're looking for (e.g., troubleshooting why a person failed to qualify for a given campaign - or qualified when s/he shouldn't have). Once you find the event, to determine the cause you have to look at the activity leading up to the event. Currently that requires noting the date, canceling the search, and then paging your way to the key date. This is a huge time sink.
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- Find more ideas tagged with:
- activity log filters
05-03-2019
02:14 PM
1 Like
Hi Dan (and other click-bot combatants) - I was re-reading this thread and just had an idea to try to mitigate the problem. After going through various of the exercises above to identify the companies in your database that almost certainly deploy link scanners, what about requiring a minimum of 2 clicks (using the min. number of times constraint) on a given link to count as a click if the recipient is flagged as from a link scanner company? That way you wouldn't lose the legitimate recipient who clicks after the bot has deemed the email safe.
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05-03-2019
11:47 AM
Thank you, Sandy! Would love to know more about this. Let's schedule a time to talk. Please email me your availability.
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04-15-2019
03:17 PM
Hi All - Any recommendations for 3rd party tools for creating newsletters - including especially those that can include the creation of curated content? In particular, has anyone used either Scoop.It ofr Xiq? Thank you! Denise
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04-12-2019
10:07 AM
Thank you, Greg! I bookmarked the article and put it on my "To read" list but your post elevated it in importance. Denise
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04-05-2019
04:25 PM
I feel like I should know this already but I don't. I'm working in a Marketo instance new to me and any event channel pre-existing or that I create has this "System Mapping" column: And notice that I can't delete any statuses other than the first and last. What does this mean and where does it come from? Thank you! Denise
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- Tags:
- channel tag steps
03-29-2019
02:25 PM
Spelling issues aside, Are there any webhook providers that you know of that already have Google Sheets laid out for country and state normalization could be called by the webhook?
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03-29-2019
01:54 PM
Hi All - I'm not working in an instance where SFDC rejects records if State or Country isn't spelled out rather than abbreviated. Most of our leads don't come from forms (so having standard picklists in the forms won't solve this) - plus I've inherited existing nonconforming leads. Is there an easier way to normalize these fields (and keep it normalized) than creating smart campaigns that say "if state/country is x, change it to y"? At least with states there are only 50 (and a much smaller number of provinces/states in places like Canada and the UK) but the country list is way too long to handle this way. Sanford Whiteman - one thing I wondered - is there a webhook built for this that already has the standard values to populate (still could be issues if the countries didn't match the SFDC picklist values, I know. At least this company is only overtly marketing to the U.S. so there isn't a big effort to include other countries - though they are there). Denise
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03-27-2019
03:58 PM
Hey Sean - Just to clarify (and maybe you mistyped) - I was NOT suggesting disabling the sync. Marketo disabled our sync while troubleshooting - unbeknownst to us and it was supposed to be for a few minutes - and forgot to turn it back on. This built up a backlog because it was days before we figured out what was going on - and they enabled multi-batch queuing to fix it - and then they forgot to turn THAT off. If multibatch queuing is in use it doesn't matter whether you do the conversions one at a time or in bulk. The conversions can come in out of order because there is no control over the order in which things sync when. (The LeanData issue had nothing to do with multi-batch queuing vs regular queuing). Denise
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03-27-2019
03:40 PM
2 Likes
Hi Sean, Sorry for the delayed response. The only reason we had multi-batch queuing enabled was to increase the sync speed to clear a backlog (Marketo Support had turned off our sync while troubleshooting a problem and had forgotten to turn it back on!). Last time I checked Marketo engineering had not produced a fix for conversions coming in out of order with multi-batch queuing enabled so I would not recommend using it. It's not turned on my default. The out of order conversions can occur with the regular sync but are rarer and Marketo has some ability so adjust the sync order to minimize the odds when you are NOT using multibatch queuing. One other thing to mention since you said you were using LeanData - when I was working in another client's Marketo instance a year or so ago they did an initial mass lead to account mapping (70K records) and conversion process with LeanData and it caused huge problems - including the out of order conversions - because the sync was overwhelmed. If memory serves, Marketo Support advised us to limit the size of those batch conversions to 5K records at a time and put an hour in between. I think we got Marketo to temporarily raise the number of records that can be processed in a single cycle to 10K for this project. But don't hold me to the exact numbers. Denise
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03-26-2019
05:22 PM
Hi Sean, Found it! Have a read through this thread: Marketo / Salesforce Sync Limits & Priority Info Hope it helps! Denise
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03-26-2019
05:15 PM
2 Likes
Hi Sean, I can't help you with the "reason" but I can shed some insight on the activity log screenshot you provided. Sometimes when you convert a lead to a contact in SFDC, Marketo sees the contact before it sees the conversion and, as a result, it creates a new person (the contact). Then later it realizes it wasn't a new contact but a conversion, so it merges the records and adds a "convert person" event. This is super frustrating, I know from painful experience. Marketo has told me that their engineering is aware of this and working on coming up with a way to fix it. Depending upon how your sync is configured, Marketo may be able to make some adjustments for you to lessen the probability that it will occur. There's a post somewhere in which I participated and gave lots of detail on this. I'm going to look for it and add a link for you here. Denise
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03-20-2019
08:30 AM
1 Like
If it's the norm that a customer would get the free trial/subscription for 5 products at once, have you considered creating Engagement streams for people with multiple products instead of one track per product?
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03-19-2019
04:05 PM
3 Likes
Hi Olya - Are you using Marketo Forward to a Friend link in your emails? That doesn't stop someone from using the built-in Forward button in their mail client but if you make it prominent I suspect a lot of people who wanted to forward the email would use it - and that can be tracked. Denise
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03-19-2019
03:50 PM
3 Likes
Hi Ronn - I wouldn't use an existing scoring field for this. You may want to use them for what they're designed for later. Create a new fields for Product Scoring - e.g.: Product A Score, Product B Score, and so on. Also - when you say the person "subscribes" - are they literally overtly requesting regular emails about the products? I'd say you should give them what they asked for - but control the frequency with setting up the casts for different days and communication limits. And maybe don't send the emails daily. Another thought is to analyze how many people subscribe to multiple products - and which ones? Is this an edge case you're controlling for or lots of people. If it's lots of people commonly signing up for information about the same sets of products than perhaps one engagement program per product isn't the best way to go. Best, Denise
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03-14-2019
04:28 PM
You're welcome!
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03-14-2019
02:16 PM
1 Like
I just realized you must be seeing "Skipped choice" in the activity log or results. It looks like you have other tokens in there, too. Are you sure that's the token that Marketo is complaining about? Is there more than one choice? In the activity log, Choice 0 = what you see in the Smart Campaign Flow as Choice 1, Choice 1 is Choice 2, etc.
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03-14-2019
01:17 PM
3 Likes
Hi Kacper - 1. Create static lists for each of the program statuses 2. Add the program members to the static list that matches their status 3. Remove the members from the program (Change Program Status->Not in Program 4. Remove the Change Program Status flow steps from the campaigns in the program 5. Change the program channel 6. Add the members back in with the right status 7. Put the program status flow steps back (as appropriate for the new channel) Best, Denise
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03-14-2019
01:11 PM
Hi Anne, Where are you putting the token? Could you send a screenshot? I just tried putting that token in the Comments field in a create task flow step and there was no error message. Denise
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03-08-2019
12:08 PM
Was your Salesforce instance previously synced? Does Marketo see these people as Salesforce leads and contacts? If so, I believe that when you try to do a merge, Marketo invokes the Salesforce merge function to do the job. Hence your error and only Marketo Support would be able to help here. Is it deliberate that your Salesforce instance is not synced or is this a problem you are trying to resolve?
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03-07-2019
02:10 PM
Without knowing why the merge failed it's hard to advise you. Do you have anymore detail other than failed? Do you also have Salesforce.com and are the duplicates there, too? If so, it might be less error-prone to do the manual merging there.
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02-28-2019
03:51 PM
1 Like
Hi Troy - I thought it might be helpful to add more details to Sandy's reply. I agree with him about using a different field to use for the list import. For example, if your field is "Notes from Event" you could create another field called "Notes from Event List Import." When you import the list, import the value you want to append into Notes from Event into Notes from Event List Import. Next, in a Smart campaign, take the value from Notes from Event List Import and append it to Notes from Event. You do this by using tokens. Change Data Value Choice 1 If Notes from Event is empty Attribute: Notes from Event->New Value: {{lead.Notes from Event List Import}} Default Choice Attribute: Notes from Event->New Value: {{lead.Notes from Event}}, {{lead.Notes from Event List Import}} If you want to add more information about where the new data came from you can do something like this for the Default Choice: Default Choice Attribute: Notes from Event->New Value: {{lead.Notes from Event}}, 2019.2.29 Summit: {{lead.Notes from Event List Import}} Denise
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| Name | |
| Location | San Francisco, CA |
| Date Registered | 04-18-2017 03:35 PM |
| Date Last Visited | yesterday |
| Total Messages Posted | 212 |
| Likes Received | 148 |
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