Elida_VanSledri

Elida_VanSledri · ‎12-21-2020

I've done both 🙂 not nearly as well I can code html but I've done it!

Elida_VanSledri · ‎12-17-2020

Thank you Sanford, I have beginner experience in java, so I won't be completely lost. I will read your blog posts and get going on learning velocity. I appreciate your advice. Stay tuned!

Elida_VanSledri · ‎12-16-2020

Thanks Amy! I will look into this. I am using a snippet for portions of my email, however, that doesn't solve this problem. What I really need is the ability to add a dynamic link within a body of static text. In Marketo, it seems like you can just switch a section to either dynamic or static. It would help having the ability to code that in. I'll look at these links and see if that helps!

Elida_VanSledri · ‎12-16-2020

Hi Sanford! Yes, I am unfortunately aware that my limit is 100 when it comes to dynamic content, which will probably be another post in the future asking for help on how to navigate a future problem. What I was moreso referring with my comment is that it's just not sustainable for me to make the entire email dynamic for every single email. Our segmentation is based on school. We have around 100 schools. Each school has their own links, phone number, logo, and sometimes copy. With Eloqua, it was different because I coded all of my emails, where I would just add the dynamic content code in.

Elida_VanSledri · ‎12-11-2020

Hi! Former Eloqua user here. I'm working on trying to navigate through dynamic content. It seems that you can only make a segment dynamic, not a link within a segment. See, the problem is that we have 100 different links/phone numbers that we have to update in the copy. Creating 100+ different dynamic segments for each email we send is not sustainable. I have thought about creating a program that pushes certain data into fields where I can then use a token instead of dynamic content, but my worry is that it will get messy with how many links and copy changes we have to do. Does anyone have a good work around for this? I worked with css and html daily, and have started learning javascript so I'm against coding something.

Elida_VanSledri · ‎11-05-2020

Update Our solution to sync new leads with MSD then call our webhook to update more fields DID work. What wasn't properly working was our sync. We are in final stages of testing in our sandbox environment then will provide the full solution if anyone ever has this issue as well!

Elida_VanSledri · ‎10-26-2020

We looked into the user permission. We believe they are accurate. Support came back and wasn't sure what we wanted to do is possible. They don't know why CRM is not syncing to Marketo when we sync to CRM then call the webhook. It seems like something so simple should work?

Elida_VanSledri · ‎10-15-2020

Update! Solved the duplicate issue, there is only one lead in Marketo. However, now the fields in Marketo are not updating that get populated in CRM after the web inquiry is processed in Dynamics. Example: Test Lead 1 gets synced to Dynamics, 5 minutes later, the webhook gets called, pushes information through a web inquiry, web inquiry gets processed, CRM populates a status and assigns a sales person to lead, status and sales person fields don't get updated in Marketo. This feels like a support ticket issue.

Elida_VanSledri · ‎10-13-2020

We actually do a similar de-dupe inside of MSD, so you brought up a good point. Why make it more complicated when we can figure out a way to eliminate the duplicates with proper matching. If I push the lead into CRM before calling the web inquiry, it will match the lead I just sent over, based on our custom process in MSD, and then sync over with the existing Marketo lead. This should solve the problem, but I'm going to test it and report back!

Elida_VanSledri · ‎10-13-2020

We're using a webhook to push all of our leads into Microsoft Dynamics, which once it hits MSD, it runs as a web inquiry. We are running into having duplicates created every time a lead goes into CRM, then comes back to Marketo. We have figured out a solution for new leads by merging the Marketo contact with the CRM created one, but with leads that are either already opportunities or have a past opportunity: the new lead information matches with that opportunity inside of Marketo --> goes through the webhook/web inquiry --> a new lead comes back into Marketo from CRM. The problem is that we can't merge two MSD records. Is there a way to create an operational smart campaign that pushes the Marketo created lead information to the lead created by CRM? Because at this moment, we have partial lead information on the opportunity and lead.

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Date Registered	‎01-17-2020 01:13 PM
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