Michael_White

Michael_White · ‎10-07-2020

Depending on how your Smart Campaign(s) is/are handling the Lead Gen Form submission-to CRM Task, you can use the {{trigger.Name}} Token either directly in the Task (if it's in the same Flow) or to update a field on the person record that you then use as a token in the Task. If you are using the Fills out LinkedIn Lead Gen Form trigger, the {{trigger.Name}} token will be the name of the Lead Gen Form.

Michael_White · ‎03-05-2020

The key thing is just making sure that your font stacks are inclusive of all characters that may appear. @Frank_Breen2 has collected some of the key fonts for Chinese/Japanese/Korean characters; you may need to do some additional work to ensure you are referencing the correct system fonts for Cyrillic/Arabic: Chinese Simplified, Chinese Traditional, Japanese and Korean Email Fonts

Michael_White · ‎09-30-2019

Hi Harshad, A few discussions on the community about this, but the most common gotcha here is that (assuming everything else in your integration is configured properly), you need to have an actual submission on the LeadGen form before it will populate as an option in the Trigger/Filter dropdown.

Michael_White · ‎09-27-2019

Wow, I totally forgot Brackets was an Adobe product until just now, but definitely a +1 on that one.

Michael_White · ‎09-18-2019

Well that's the thing -- if you had any, it'd be a manual one that somebody built in your instance, so it could theoretically have been built anywhere. If you want to be really sure, try running a smart list to see any records who have had a Data Value Was Changed activity for Marketing Suspended where the new value was set to FALSE. If you see anyone, have a look at their log to determine how that happened -- might shed some light on any Smart Campaigns that are in play.

Michael_White · ‎09-18-2019

Best way is to run a campaign with a Change Data Value flow step to update their "Marketing Suspended" value to TRUE. Obviously you'd want to look for any workflows you have today that could potentially move them back without you manually initiating it. Marketo doesn't have any built-in workflows that would do this, so as long as you or your predecessors haven't set up anything in the past (and no other users in your instance manually change it themselves), you should feel confident that they will stay as Marketing Suspended = TRUE.

Michael_White · ‎09-11-2019

Yes -- the key is going to be how your Roles & Permissions are setup. It's probably going to be worthwhile to take a look at what roles you're currently using in your instance and their associated permissions, and decide whether you want to create additional roles to roll out (heh) to your new group of entry-level users, since the built-in roles from Marketo don't get to level of granularity you're looking for. The Marketo Docs have this covered pretty well: Managing User Roles and Permissions - Marketo Docs - Product Documentation Descriptions of Role Permissions - Marketo Docs - Product Documentation

Michael_White · ‎08-22-2019

If it absolutely needs to sync to SFDC, your best bet is to work with your SFDC admins to have it added there first, and enable visibility to your Marketo Sync User. But generally speaking, with something like T-Shirt size, it doesn't always make a lot of sense for that to permanently exist in your CRM (unless you're in the apparel business ). If it's a scenario where you only need the information for a one-off event of some kind, you might want to consider other alternatives like creating a new Marketo-only field or just re-using an existing field in your instance and passing the information to your sales team (if they really need it) as a token in a task or alert of some kind.

Michael_White · ‎08-20-2019

You can also pop into the Sky beta to see a view like this in your Marketing Activities area: As you can see from the available filter selections, this isn't going to show you any emails that are currently being sent as part of a Trigger campaign, and it's only showing you the current day's schedule, but works fairly well outside of those two caveats.

Michael_White · ‎08-13-2019

Could be a few explanations, but in my experience this is usually when one person has some type of alias set up -- meaning they're receiving mail that you are sending to the email address corresponding to their record in your database, but their primary address (and often in this case, the one they think you are sending to) is different.

Michael_White · ‎08-13-2019

To see it as an actual column in your report, no, there's no out-of-the-box field that will do this in your Smart List view. If your form fill results in membership in a program, your best bet might be to go to the Members tab of the relevant program and include the Member Date column in your view. Beyond that, you may want to look into setting up some custom fields to track historical activity. Lots of good examples in the community of stuff like this, but these will require some setup from you (and won't be able to help you retroactively, in this case).

Michael_White · ‎05-02-2019

Got it -- so yes, this ties back into Bryan's comment -- you're using the Person-level "Proxyemail" field address as the From Address/Reply-To in your alert, but assuming that Proxy Email is the value that is written by the person in the form, there's no way to ensure that it's going to match the signing domain that your Marketo instance is sending email from, and it's going to in all likelihood fail SPF/DKIM validation . * Your company's receiving email server is basically interpreting the email as saying it's coming from a person at one domain, but actually being signed by your Marketo sending domain, so it's flagging it as potential spam. Like Bryan mentioned, changing the From and Reply-To fields to be addresses at your internal domain should resolve this. * *Edit: See Sandy's clarification below re: the technical aspects that are likely at play here.

Michael_White · ‎05-02-2019

Bryan's advice above is spot-on -- the key thing to note is that the cause of this issue is likely in your email, not the form itself. If you want to share a screenshot of your email in the editor (and potentially your SPF/DKIM settings in Admin), we may be able to help troubleshoot more specifically.

Michael_White · ‎04-29-2019

A Smart List with a "Clicked Link in Email: Email IS xyz; Link IS xyz" will do the trick.

Michael_White · ‎04-25-2019

If you have access to Revenue Explorer, you can do this with a Program Membership Analysis report -- which you can then create a subscription for in Analytics -- but I'm not sure if there's a way to do this in "vanilla" Marketo.

Michael_White · ‎04-17-2019

If you want to remove them from the Program -- meaning move their Program Status back from it's current value to empty, you want to use the "Change Program Status" flow step, and set the new value to "Not in Program". If you're using Program Status as the primary building block for your audience, that should be sufficient. If you want to remove them from a Smart Campaign in which they've already entered the Flow stage, you want to use the "Remove From Flow" step instead, and define the Smart Campaign you wish to remove them from.

Michael_White · ‎11-07-2018

Yeah, totally! We did it for our weekly demo, and regularly had one of our Solutions Architects on to do live on-mic Q&A after the main presentation finished.

Michael_White · ‎11-06-2018

It's a bit of a workaround, but if you can download the recording as a video file from the other platform, you can upload it to ON24 and essentially use it as a simu-live webinar -- but you're actually setting it up as a "live" session in ON24. I think the only catch with this scenario is that a person does need to log in on the ON24 back-end and press "play" on the video to actually make it start. I did this a lot in a previous role -- it's generally not a big deal, especially if you're having someone on live to monitor questions from the attendees.

Michael_White · ‎04-13-2018

Lots of good suggestions in here, and your support case is probably the best way to get this resolved if it is indeed an issue with the UI -- but depending on your setup there's one other thing I'd check: Are you using workspaces in your instance? If so, double-check the workspace the Email and Smart Campaign are in. If they differ, the email isn't going to be available to the smart campaign.

Michael_White · ‎04-12-2018

Only Email Programs, yes. In previous instances where we had significant issues with processing time/Smart List size for normal Smart Campaign sends, we actually had a campaign add anyone who met the list criteria to a Static List a number of hours before the email was schedule to go out. That smart list then became what was referenced in the SC that ultimately sent the email.

Michael_White · ‎04-12-2018

Hi Micaela - You can do this using the "Advanced Wait Properties" menu (by clicking the gear icon in the wait step). You can enter a specific amount of time you'd like to wait, along with the time you want the wait step to end. It's worth thinking through the different use cases and exactly how what you want to handle somebody who meets the trigger criteria at say, 7:59 AM or 8:01 AM, but you could start with something like this:

Michael_White · ‎01-24-2018

I've seen this behavior intermittently too while testing some forms -- when there is an existing Munchkin cookie connected to a known lead present, submitting the form with a different email address appears to have no effect. No form fill activity is logged in the original person's Activity Log, nor is one logged to the second's (or indeed, no Lead is Created activity occurs if the new email address does not correspond to an existing record). Marketo's advice was to continue to use private sessions or clear cookies before making additional submissions, which is fine for testing purposes but obviously doesn't scale very well to the different times your end-users may experience this.

Michael_White · ‎01-10-2018

Hi Jas - You do need to purchase a Certificate from an external vendor. There are a number of providers -- but this FAQ from Marketo should clear up most of your questions: FAQ: Certificates for SSL for Landing Pages & SSL for Tracking Links And also what do they mean on " On your side, you’ll need to review and update any hardcoded links on your landing pages and unapproved/reapprove your landing pages before the cutover from HTTP to HTTPS. " We current have on our landing pages. That bit is referring to reviewing and insecure content that's linked from you page(s) -- if any images or assets are being called through HTTP and not HTTPS, end-users will likely receive a warning from their browser, which is not a great look. That said, it looks like your pages are already being served over HTTPS, but that they may be an issue preventing your browser (looks like Chrome) from validating it with the Green "Secure" message in your top screenshot.

Michael_White · ‎12-13-2017

Hi Ashok - I recommend checking out the Docs article on Importing Programs: Import a Program - Marketo Docs - Product Documentation The breakdown for assets in Imported Programs is as follows: Email Templates: Email templates are automatically imported and created unless one with the same name exists. Landing Page Templates: Landing page templates are imported into the design studio. You can use conflict rules to configure behavior when a template with the same name exists. Using the default rule, a number will be appended to a landing page template if one with the same name exists. For example, a landing page template named Standard Template 1 will be created if one named Standard Template exists. Images: Images used by landing pages are imported into the design studio unless one with the same name exists. Tokens: Tokens that live outside of a program will be converted to local tokens during the import process. Program Tags: You can use conflict rules to control how program tags that do not exist in the destination account will be treated. Using the default rule will create the program tags, or you can choose to ignore the tags. Forms: External forms will automatically be imported into the design studio unless one with the same name exists. On custom fields, I believe that anything that isn't going to be synching from your CRM you will have to create on your own -- though I could be wrong here (and Marketo Support may be able to help).

Michael_White · ‎12-08-2017

Hi Scott, That will work -- but it won't add the font to the Rich-Text Editor's "font" dropdown. Ideally you would be setting the font as a style in your page's CSS -- something along the lines of: .css-selector { font-family: 'Open Sans', sans-serif; } If you can't access the CSS file your page is utilizing, you can also add that within <style> tags in an HTML block or in the Custom HEAD HTML area of the Edit Page Meta Tags menu. You can also go the route of just applying the style inline in the HTML, like so: <p style="font-family: 'Open Sans', serif;">Your text</p>

Michael_White · ‎12-06-2017

Hi Danyelle, I think the point that answer is getting at is that with HTML Email, you're going to get more consistent results using an <img> tag than you would using a background-image property to set your image. It's essentially the difference between this: <img src="logo.gif" alt="Our Logo" height="50" width="50"> and this: <td style="background-image: url('paper.gif');"></td> The latter attribute is extremely common in webpage design, but has limited support in email clients.

Michael_White · ‎12-06-2017

Hi Gerard, That's an odd one. Any clues from SFDC about how the leads are getting created? Can you see these leads when you look at the Results Tab for any of the interesting moment campaigns they've qualified for? And just to rule out -- do you have a filter applied to your view in the Activity Log? That's thrown me off multiple times before...

Michael_White · ‎12-01-2017

Lots of great suggestions in the replies here. Like most things in Marketo, there are a lot of potential avenues to accomplish this. I love segmentation (suggested above) particularly for things like auto-reply or trigger emails, but for one-off batch emails I occasionally prefer just creating a separate email asset for each language. This way I can specify at the Smart Campaign level, rather than at the Segment level exactly who should be receiving which email (which has come in handy when my subscription's segmentations don't quite align with the intended breakdown for the send). I also find triggering the correct follow-up campaign and analyzing the email analytics a bit cleaner this way -- the tradeoff is that you do have a bit more overhead in your program. If you have local users in Marketo doing things like edits/approvals, this can also take away any potential ambiguity around exactly where they should be making their edits -- dynamic content may not be super familiar to them depending on their level of comfort with Marketo. At a strategic level, I find this works best when you are able to have someone internally who can review each of the localized versions -- they're going to be much more familiar with the terminology your business likely uses than any localization service provider would be.

Michael_White · ‎11-30-2017

Agreed -- copying from Word or other Rich Text sources will often lead the WYSIWYG editor to do some really funky things to the code (spans nested within spans within spans -- Spanception, really) -- and could potentially be the source of the weird spacing you're sometimes seeing. If your users aren't particularly code-savvy and don't want to paste paragraph by paragraph into the HTML code, you can also have them paste the source text as plain-text (cmd/ctrl+shift+v). Then any tweaks needed to make something a H1/bold/italic/etc can quickly be done within the WYSIWYG rich-text editor, keeping your code tidier and rendering more predictably when it hits inboxes.

Michael_White · ‎11-30-2017

I'm in as well.

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