Conor_McCormick

I know that when you upload a list to Marketo that has email addresses that already exist in the Database, it will overwrite/write in information that is on the list. My question is if after the upload a data value has changed from what was uploaded, and then a smartlist uses the uploaded list to populate a campaign for an email send, will the values on the uploaded list overwrite the current values again? For example, the original first name is Jimmy, the upload overwrites it to Jim, then at another point it is updated to James, will using the uploaded list as a criteria in a smartlist/email send change it back to Jim, which is the value in the list? ... View more

So I've got a webhook set up that use the POST command to send lead records to a partner. The partner is receiving everything just fine, but when the make an update on their end to the record (about 10-20 minutes) after they receipt the information and send a response nothing happens - I see an API call was logged and they get a "200" return code, but the lead record on our end does not get updated at all. Thoughts? I know I'm probably missing something basic about the functionality, but any insight would be appreciated. ... View more

We are currently sending "Thank You For Your Inquiry" emails using a triggered smart campaign to leads from our websources. One of our Get A Quote (not a Marketo Form) sources can sometimes produces multiple leads for a single inquiry due to the way the form is set up, which creates leads that are MOSTLY identical - the form is designed for people to explore their options and tinker with their quote, but each tinker produces an additional lead when an "Update Quote" button is clicked, sending duplicates to SFDC and Marketo. Questions:  1) Are their any smart list filters or campaign options that will allow Marketo to only send one email per email address? 2) What's the best method to prevent duplicates from being generated in Marketo in this situation that does not involve redoing the web form? - the multiple quotes/leads are a bug in my role, but a feature for other areas of the business. ... View more

Hello All, Today our org updated a few picklist values in SFDC - the values were simply renamed for clarity- not removed, and the API Name was unchanged. Somehow this seems to have triggered one of our Marketo Email campaigns that activates when a new person from a particular lead source is created, and sent emails to the leads that were affected by the renaming - some going back three years. Looking at the Marketo records, the platform saw them as "New Leads", and tagged their created date as today in Marketo, despite the SFDC Create Date in Marketo holding it's original value. I've examined all the other active triggers, segments, and batch programs in Marketo - none of them have a flow step to reset or resync leads to SFDC, nor do they have steps/triggers/filters that rely on the changed value names. Because almost 95% of the leads in question were affected by the picklist value being renamed, I'm assuming it is due to that, though there are outliers that do not fit. If it is due to the value being renamed, why would Marketo consider that a new lead? Was it not properly synced in the first place? Thoughts on what could have happened? ... View more

So I've been asked to pick up managing our Marketo instance after some recent personnel changes and have been tasked with implementing a simple lead scoring system. I work mostly on the reporting/business process side and have had exposure to marketing automation, but haven't lived in it for a couple years. Initially, it will just be used to gather data and let us readjust scores based on outcomes, but eventually it will "go live" and be used to route leads based on demographic "sweet spot", with leads outside the sweet spot being routed to a qualification team for follow up. What I am trying to achieve: Based on demographic values on a lead, have Marketo produce a score on the lead record in SFDC. This will not be used (at least for 4-6 months after implementation), for anything other than producing a score based on seven different demographic attributes Each attribute has 2-7 different possible responses with corresponding point values The scoring matrix, attributes, weights, points values, ranks, etc are already determined. They just need to be put into Marketo so that (not my actual attributes, just an example) the following occurs when a lead is submitted and created in SFDC: An Accounting Manager (+5), at a firm with 50-75 employees (+5), with a monthly revenue between $5-10 million (+8), with a physical and web store (+10), needing a single software license (+3), unlikely to need temp contractors (+0), Needs a specific type of add-on (+5) Those values change the mapped  SFDC Lead Score Field to 36 (out of 50) What is the best way to accomplish this? As an added bonus, the lead forms are not housed or run through Marketo, but the integration does allow for Marketo to update lead records in SFDC, I'm not too sure on the specifics, TBH, and it's not my burden to figure out/fix...yet. If anyone can point me to the right resource and give me a couple quick bullet points, it would be much appreciated. I honestly do not need anything that discusses Sales/Marketing alignment, and all the tutorials I've found regarding lead scoring seem to spend half the content discussing alignment and best practice and almost no time on the "this is how you actually do it".  I really just need, "do this, this, then this, then hit this button", kinda thing. ... View more