Denise_Greenb12

Thank you! ... View more

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? ... View more

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? ... View more

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 ... View more

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. ... View more

Thank you, Sandy! Would love to know more about this. Let's schedule a time to talk. Please email me your availability. ... View more

Thank you, Greg! I bookmarked the article and put it on my "To read" list but your post elevated it in importance. Denise ... View more

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? ... View more

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 ... View more

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 ... View more

Hi Sean, Found it! Have a read through this thread: Marketo / Salesforce Sync Limits & Priority Info Hope it helps! Denise ... View more

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 ... View more

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? ... View more

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 ... View more

You're welcome! ... View more

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. ... View more

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 ... View more

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? ... View more

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. ... View more

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 ... View more