About Charles_Sander1

Charles_Sander1 · ‎05-29-2020

We have a Marketo email made available to sales reps in Salesforce, using Sales insight. When a user copies a block of content from a separate email (bulleted list with links) then pastes it into the Sales Insight email, formatting can often get pretty chewed up. Which is understandable, but also a pain to fix because the Sales Insight text editor just doesn't make it easy to fix. So, my question: Is there a way to strip or prevent the code getting placed into the template? I could ask the sales rep to copy to a text editor and paste from there - but... it's a sales rep. We're adding steps they won't like, and maybe wouldn't do. Then they get frustrated with the Sales Insight tool and don't use it.

Charles_Sander1 · ‎05-28-2020

We have a few emails that are pulled into the Salesforce "Sales Insight" area, so that a salesperson can add their own copy and send to a small group. Is there a way to give them the ability to add / duplicate / remove sections (modules) within Sales Insight? My hunch is no, but there may be something I'm overlooking.

Charles_Sander1 · ‎08-27-2019

Ah... I wasn't thinking of the activity log. Maybe that covers me. I'm just imagining a scenario where someone fills out a form for the second time and we lose whatever they typed in the field the first time around. yeah... I'm overthinking it. Not like we have mobs filling out forms a hundred times. Probably an edge case.

Charles_Sander1 · ‎08-27-2019

We have a Marketo contact form embedded on our website. As we go through site redesign, we want to add a multi-line text field for the user to include comments/questions/ etc.... just like any normal contact form would have, not just a Call-to-action form. I was about to set this up, but a small issue occurred to me: that information goes into a field for the potential lead. If the user fills out the form again--or another form containing the same field--they'd overwrite the field's previous contents and we'd lose what they said/asked. Is there a way around this? A way to store the old entries? I don't want to just append them, because it could become a long unwieldy mess. I can't just dump it into Salesforce, because we might have to remove the info as soon as it's added. Maybe the user isn't a lead, or maybe they've made a GDPR selection that means we have to un-track them and delete all info. I may be overthinking this, but wanted to get some thoughts and/or best practices for this, when using a Marketo form with a general text field. Or are we forced to maybe use a regular form and not Marketo? I'd like to keep all forms as Marketo at this time.

Charles_Sander1 · ‎04-17-2019

I'm exploring different options, and wondering if maybe I can do this easily in Marketo. We want to put a form on our website with multiple choices, and only show one question at a time. There would be two paths, based on the first couple questions: If they chose A, then cycle through questions 1 - 3. If they chose B, give questions 4 - 6. This can be done with conditionals in Marketo. But, it doesn't seem to have an option to hide the previous question or have the submit button not show until they've gotten through all the questions. I'm wondering if there's any good straightforward way to show just each question at a time, as they work through the form: A choice is made, then they click to the next question (probably better than just automatically showing the next. Then, when the user gets to the end, there are a couple final questions and the submit button. Doable? Or should I find another way to do this? I'm suspecting a bunch of javascript is needed.

Charles_Sander1 · ‎03-19-2019

Awesome! That did the trick! I came across something like that, but it seemed like it was for creating an array - and I didn't think what I was doing above was an array. Is that what I missed? ".contains" is for arrays? or maybe I'm just overthinkin' it?

Charles_Sander1 · ‎03-19-2019

I was hoping to solve this problem with segmentation... but realized that I can't, if the user makes multiple choices. But I'm not finding Velocity syntax for what seems like it should be a simple thing: If person's field contains "a" do "x" ... and a multiple, if contains "a" and "b" . I This is based off a form with multiple choice checkboxes. That populates a string field with something like "000012; 000015" - if they've checked those two options. I know ==, I've found ".contains" but I can't seem to figure out "!does NOT contain" EDIT: I tried this - which didn't work at all, but probably gives a clear picture of what I'm trying to do: #if ( index($lead.resourceChoice1, '0001' ) == 1) && ( index($lead.resourceChoice1, '0002' ) == -1) #set($assettype = "Chose 1, but not 2 - content") #elseif ( index($lead.resourceChoice1, '0001' ) == -1) && ( index($lead.resourceChoice1, '0002' ) == 1) #set($assettype = "Chose 2, but not 1 - content") #elseif ( index($lead.resourceChoice1, '0001' ) == 1) && ( index($lead.resourceChoice1, '0002' ) == 1) #set($assettype = "Chose 1 & 2 - content") #elseif ( index($lead.resourceChoice1, '0001' ) == -1) && ( index($lead.resourceChoice1, '0002' ) == -1) #set($assettype = "Chose None - content") #else #set($assettype = "default content") #end ##print it out ${assettype}

Charles_Sander1 · ‎03-15-2019

Before I go making several test fields that don't work, I figured I'd ask here... I've added a Checkboxes field to a form so the user can make multiple choices ( with underlying numeric value 1, 2, etc.). The lead's underlying field for this choice is currently an integer type. But that doesn't record multiple values if the user chooses more than one. It appears to only take the first value from the checkboxes. In order to get a field with the multiple choices, what field type should I use? My intent, is then to create a segmentation on those values to customize an autoreply. (I'm presuming string or formula?)

Charles_Sander1 · ‎01-25-2019

A simple, obvious "why didn't I think of that before" for me... After a year of struggling to find obscure landing pages that a coworker needed me to edit - all they knew was the url, and that wasn't searchable in Marketo. So, I went to the footer of my master landing page template and added:   Now, when someone sends me a URL, all I need to do is view source code and scroll to the footer. I can get to the landing page in moments.

Charles_Sander1 · ‎10-12-2018

Ah! Thank you! I never even noticed that that tool option. I've gone ahead and edited the first post to highlight code. I'll try rewriting this now with the regex solution. Awesome!

Charles_Sander1 · ‎10-12-2018

hopefully a quick one. I'm just trying to find syntax somewhere for a little velocity script I have. Right now it's just a series of if/else statements. I'd like to include an or inside one of these. But I'm not really sure of the proper syntax for this. Basically, I'd like to change this: #elseif(${lead.lastRequestedAssetType} == "infographic") Into something like this. I'm just assuming I might be close to the syntax: #elseif(${lead.lastRequestedAssetType} == (“infographic" || “report”)) or maybe it's like this? #elseif(${lead.lastRequestedAssetType} == "infographic" || “report”) EDIT: Neither one of the above seems to have worked. EDIT2: Figured it out. Just a little longer than I'd hoped: #elseif((${lead.lastRequestedAssetType} == "white_paper") || (${lead.lastRequestedAssetType} == "report"))

Charles_Sander1 · ‎10-11-2018

Here's our scenario: A lead receives an email, sending them to a landing page. On the landing page, is an iframed piece of content. This content contains a token from the lead, that populates the correct iframed content for them. Then....They forward their email to person #2 ... or, maybe they send the actual Landing Page URL. Person #2 is not in our database. What I'm hoping is that maybe there's a way to redirect people to another location, if they arrive at the URL and appear to be a new, previously un-cookied person? Thoughts?

Charles_Sander1 · ‎06-26-2018

hah! Funny coincidence. I proposed this to my boss... He'd just got back from Sirius Decisions and was in a seminar that referenced your solution specifically for setting up alerts.

Charles_Sander1 · ‎06-26-2018

We have two formula fields that we use to generate different signatures based on various criteria. One formula field is for html emails, the other is for plain text emails. One issue we have is that there doesn't seem to be a way to add a new line into the string we have for the value in each rule. If I recall correctly, "\n" didn't work. Maybe I'm overlooking something, or is this just an unsupported feature at the moment?

Charles_Sander1 · ‎06-19-2018

makes sense.. unfortunately, also a bummer. Outlook 2016 for Mac doesn't provide a way to run macros, and I can't install another mail client due to security limitations. Gonna mark an answer right on the primary question above and give up on this one for now.

Charles_Sander1 · ‎06-19-2018

I understand what you're saying about the HTML version sending multipart...what I'm not understanding now, is how I'm to make a adobe pdf that physically shows both versions for a non-coder to easily view and make notations on, page one being html, page two being text? Edit: to clarify, I open each email in Outlook and use the print option to save to pdf. I don't see any other method to do this. I'm happy to try another method if there's some reconfiguring that'll eliminate a step.

Charles_Sander1 · ‎06-19-2018

I am testing with Send Sample--that's my standard procedure. I click the checkbox to also receive the text version. Then I make pdf files of the two versions - html and text for our proofing process. My concern is with using the polymorphic tokens instead of the standard two-token solution, because it seems I can't use the Send Sample to make my proofs, as the text version contains html. I was just hoping for a way to generate a text version without having to add steps, which is part of my intent behind using the polymorphic token.

Charles_Sander1 · ‎06-18-2018

ugh... and to further complicate things. I can't seem to find any easy way to switch to receiving plain text on my Outlook. I'm on a mac, and the option isn't anywhere I can find. I had to have somebody on pc do the above test

Charles_Sander1 · ‎06-18-2018

Ah, ok...Looks like a live test to smart campaign did work. So, It's just the sample email tests that don't. I'll have to think of a way to streamline my proof process, rather than having to change settings every time I make proofs. Currently I send myself an HTML and text version to pdf for providing to project managers for approval process - so this makes that a little more unwieldy.

Charles_Sander1 · ‎06-18-2018

I'm trying out a solution posted here: https://blog.teknkl.com/polymorphic-tokens/ Everything seems fine while previewing in Marketo, but when I send a test (html and text) to my Outlook or a Gmail acount, the Text version is giving html version, written out. It looks like the script fires, but only gives the first, html version. If so, I've got a back-end problem of how to provide 'text version' for proofing. Or maybe there's something in the html that needs to be escaped? Here's the script: #if( !$intro_one ) #define ( $intro_one ) ## HTML version <div style="padding-right: 25px; margin-right: 0px; border-right: 1px solid #383a3c;"> <p><span style="font-size: 16px; color: #999999;"><strong></strong></span></p> <p style="line-height: 22px;">Lorem Ipsum</p> </div> #end #else #define ( $intro_one ) ## Text version Lorem Ipsum #end #end $intro_one ##

Charles_Sander1 · ‎06-08-2018

Dang! Yeah, we've been using tokens to update URLs in one spot instead of 10. I was hoping I might even be able to get rid of that step!

Charles_Sander1 · ‎06-08-2018

Not sure if this is something I might be overlooking or maybe an idea to suggest. When setting up an email, and adding a link, I don't see any option to specify a Marketo landing page by name, rather than having to enter a specific URL or token. My issue is that we build everything out, then somebody says "Let's change the Landing page URL to xyz." That introduces human error, i.e., forgetting to change the link in the email or in the token. Is there a way to reference a specific landing page when adding a link, similar to how we can when choosing where a user goes on form completion? Or, as a work around, maybe there's a way to do this within a token? refer to a landing page name, so that if it's URL changes, everything else is still connected? EDIT: A clarification - I know that I could just keep the original url as a redirect when I create the new one for a landing page, but that's not really a clean process, in my opinion. I don't want several links out there.

Charles_Sander1 · ‎06-08-2018

We started dabbling in it yesterday, but quickly found we had to go back to the original. Had some issues with accessing subfolders within programs. It's most definitely Beta, but I'm looking forward to watching it get polished up!

Charles_Sander1 · ‎06-07-2018

I just tried setting this solution up and might've stumbled across the snippets not being necessary - just the segmentation? I'm using this in a guided landing page, that didn't yet have any snippet section added in the template... Before I started adding the snippet piece into my template, I tested something: with a segmented html text area, the variable passed in the url perfectly fine! I checked in an incognito browser, and I'm not catching any issues. I'd thought the snippet was a key component for it to work... but seems it works this way as well.

Charles_Sander1 · ‎05-29-2018

I see... I misunderstood the script! I thought I needed to put the file on Marketo, not the website where the form's embedded. Still didn't work, but I need to shelve this for now and tackle other projects. thank you for your help though.

Charles_Sander1 · ‎05-29-2018

ah! whoops! Unfortunately, looks like my tests with domains on the list are still going through, though. Could it have anything to do with a redirect on form submission?

Charles_Sander1 · ‎05-29-2018

Sorry for lack of clarity - the old script is commented out. And you could see anything because I needed to clear varnish. It's visible now.

Charles_Sander1 · ‎05-29-2018

I'm taking a stab at implementing this script so we can block a couple specific items, but no luck. Here's where the form & code are sitting on a test site: CyberScout: Identity Protection and Data Risk Services for the moment, I've left both your script and the original form code on the page, so you can see them. I assume yours would replace my original script, but I just get a blank space. To see form, you have to scroll halfway down the page to the "GET STARTED" button and it'll show the form. (not my idea! ) Any thoughts on what I might doing wrong?

Charles_Sander1 · ‎05-16-2018

Funny you should ask that - it's exactly the problem I'm investigating a solution for. We have an inherited Drupal 7 site, with a weird process to add resources to the website listings (white papers, case studies, etc). The marketing team enters a new resource in Drupal - which includes a file upload field. This is used to pass the file name as a parameter in the URL of the resource request page which. Yeah... I don't know why it's done that way either. In turn, the parameter populates a hidden field an embedded Marketo form, so that we can automate sending them the resource they requested. ... then, of course, they have to go upload the file in Marketo, so that the email doesn't give a broken link. I'm hoping there's a way I can streamline so that, in Drupal when they add a resource listing, the file they upload actually gets passed to Marketo. This way, they don't have to log into two places. Unless I'm overthinking it. We want the pdf files to be sitting in Marketo, not on the site (nor in both places - because, as you observed, that seems silly. Your thoughts? Please tell me we're overthinking this somehow!

Charles_Sander1 · ‎05-16-2018

I'm trying to see if there's a way to streamline one of our internal processes. At it's simplest, we have a Drupal 8 page, where we add a 'content type' item - for example a resource. What I'd like is that, when a user uploads a file using the Drupal file field, it passes that file to the Marketo images/resources-x folder. I imagine it's some mix of API, XML and Base64... but maybe somebody has gone down this road and can give me suggestions or a how-to... or knows an easier way I'm not aware of.

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Date Registered	‎02-10-2017 01:08 PM
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