Amy_Goldfine

Amy_Goldfine · ‎05-26-2022

Agree with Darshil. Try emailing supportescalations@marketo.com with the info, and cc your CSM. This is something engineering needs to fix.

Amy_Goldfine · ‎05-26-2022

To piggyback on what Geraldine said, we actually have a custom field called Relevant Campaign Member Date in SFDC that we use for campaign member date. It pulls from the standard campaign member date unless we update another field (which for some reason in our SFDC is called Brightfunnel Activity Date, from a legacy tool we had) which will then update Relevant Campaign Member Date. That way you can backfill campaign member dates if you need to.

Amy_Goldfine · ‎05-26-2022

Do you mean the event checkin app? I would open a support ticket.

Amy_Goldfine · ‎05-11-2022

I think the issue is your field type. If it's a boolean field, if they don't check it, it will push the "false" value. If you use a string field, you can control this better.

Amy_Goldfine · ‎04-07-2022

Can you clarify what you're asking? Any time Marketo syncs a record with SFDC (either on "sync to sfdc" flow step or in a regular sync for records that have already been synced once), it will update SFDC with any field changes in synced fields.

Amy_Goldfine · ‎04-04-2022

In my experience, sales qualification models like MEDDIC and MEDPIC don't directly translate into pre-sales qualification. So you wouldn't necessarily want to try to implement MEDDIC in Marketo. You also have to go with the info you actually have in Marketo, and also balance out the length of your form vs what info you capture.

Amy_Goldfine · ‎04-04-2022

I have not used it, but I think this is a common use case for Flowboost. (Pretty sure Sanford is not allowed to mention it directly on here because he built it.)

Amy_Goldfine · ‎04-04-2022

I don't understand why they want to create dupes?

Amy_Goldfine · ‎04-04-2022

If you could turn the default programs into Engagement programs, you could use the "Exhausted content" filter for Engagement programs. But I realize that Engagements are limited and sometimes not the right use case for a drip. Another option is to create a boolean field called "In Active Email Drip" and use flow steps to trigger to "true" when the first email is sent, and twitch to "off" after the last email is sent. Then in your other programs you could filter for "In Active Email Drip = False".

Amy_Goldfine · ‎03-11-2022

Done and merged, see below

Amy_Goldfine · ‎03-11-2022

If you are absolutely sure a program token isn't being used and Marketo thinks it is, you should open a support ticket. Sometimes the usage is cached and they can clear it out and delete for you on the backend.

Amy_Goldfine · ‎03-11-2022

I would open a support ticket for this

Amy_Goldfine · ‎03-09-2022

I think you can talk to your CSM, you may need to pay more.

Amy_Goldfine · ‎03-09-2022

I'm sorry, I'd like to help, but I can't quite parse what you're asking. Can you rewrite your question using terms like "Email 1" and "Email 2", "Contact 1" and "Contact 2", and use example dates? I don't mean to come off as patronizing, I'm just not sure what you're trying to do.

Amy_Goldfine · ‎03-09-2022

Can you please share a screenshot of both smart lists? Wondering if your filter logic is off.

Amy_Goldfine · ‎03-09-2022

Does your campaign have the Active checkbox = true?

Amy_Goldfine · ‎03-07-2022

Such a great group! Thrilled to be a part of this crew.

Amy_Goldfine · ‎01-06-2022

You can just use a text token. And yes then you'd put the token value in your email template footers.

Amy_Goldfine · ‎12-20-2021

Joe Reitz's YouTube channel is a classic, although he's not updating it anymore. Agree about The Automation Geeks, they're great! Podcasts I've been enjoying: Must Contain (Etumos) FWD: Thinking (CS2 Marketing) Ops Cast (The MO Pros)

Amy_Goldfine · ‎12-20-2021

Make sure that the Work Email field in LinkedIn is mapped to the standard Email Address field. Also make sure the field is required on your LinkedIn forms.

Amy_Goldfine · ‎12-20-2021

Drag and drop is also important in the email builder, either dragging modules on to the layout or moving them around

Amy_Goldfine · ‎12-20-2021

Multi-select would be a huge improvement on the tree. Both for selecting multiple assets to move into a program's folder, and for moving multiple programs into another program. Examples - You start off a program with simple foldering or no folders at all, but discover that as it gets more complex it needs more organization - You're reviewing an instance you inherited or programs created by someone else, and you want to add more structure within a program or you want to redo the foldering entirely - You are archiving old programs and moving to an archive folder (this is probably the biggest time suck!)

Amy_Goldfine · ‎11-10-2021

I would open a support ticket

Amy_Goldfine · ‎11-10-2021

We're not using period costs (shhh don't tell the people who created the MCE, there are so many questions about period costs!)

Amy_Goldfine · ‎10-13-2021

I find that it helps to have a naming convention to filter out operational emails. We use EM for marketing emails and AR for autoresponders. So a webinar invite would be "EM 01 Invite #1" but the confirmation email would be "AR Confirmation".

Amy_Goldfine · ‎10-13-2021

Are you using emails or nested default content programs?

Amy_Goldfine · ‎10-07-2021

Do you need help with Marketo Engage features, want advice on executing demand gen strategies, or have career questions? Marketo Engage Champion Office Hours is your chance to hear directly from marketing operations pros. Join us on Wednesday, October 20 at 10:00 am PDT / 1:00 pm EDT. Our panel is looking forward to answering your questions!

Amy_Goldfine · ‎09-27-2021

I would reach out to the webinar vendor

Amy_Goldfine · ‎09-16-2021

Hi Renee, do you have a channel called "Invited"? The program status naming convention in the smart list is "channel > status" so I would expect to see "Webinar > Registration Error" In order to test your registration flow you need to fill out the registration form.

Amy_Goldfine · ‎09-16-2021

Personally I never use a real person's email as the sender. If it's supposed to come from a person, I create an alias for them that I (or the email marketing team) receives. Then I escalate any real responses to the "sender."

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