Ellie_Lewis3

I'd love to learn to fly a plane too, Vlad! ... View more

Seconded, I've seen this used before and it worked well. I believe email address was passed in utm parameters though iirc.  ... View more

This is kind of difficult to visualize and I feel like Marketo documentation doesn't do the concept justice. When you're using filters with triggers for a smart campaign, whatever filters you designate is the group Marketo will listen to for the triggers to occur. In this case, your trigger campaign is: Listening to everyone whose date of birth went from empty to not empty (Filter) For the action of date of birth data value changing from empty (Trigger) That said, are you saying that the member numbers aren't adding up for your smart campaigns? ... View more

Leads can hop from stream to stream but it can get tricky depending on what you're trying to achieve. It's also possible to use email programs nested within engagement programs to alter someone's path within a single stream but that can get tricky as well! ... View more

I would outline your test cases before you begin so you know exactly which streams to schedule and when. What you outlined would mean that your test lead would be getting pulled into a new stream with each cast. If all of your transition rules are set up on the first email of each stream then that would work but I'm guessing that's not the case. If your first transition rule were on say Email 3 of Stream 1, your testing would go: Schedule Stream 1 cast for 2:30pm every Thursday (this sends Email 1) Schedule Stream 1 cast for 3:00pm every Thursday (this sends Email 2) Schedule Stream 1 cast for 3:30pm every Thursday (this sends Email 3) -Transition rules are met so Marketo pulls lead into Stream 2- Schedule Stream 2 cast for 4:00pm every Thursday (this sends Email 1) Yes, there could be a delay, so if I were testing this I would wait until the email showed in my inbox before scheduling the next run. It would also be ideal to test it at a time where the workload in your instance is a bit lighter if possible. ... View more

I saw your original question on the community and posted a possible testing method on your post there. Another approach would be to update the cast date/time to speed it up. So your testing would go like this: Tamara@Johnson.com is your test lead (make sure no actual leads are qualified!) Set Stream 1 cast for 2:30pm every Thursday Email 1 fires to Tamara@Johnson.com at 2:30pm Set Stream 1 cast for 3:00pm every Thursday Email 2 fires to Tamara@Johnson.com at 3:00pm Set Stream 1 cast for 3:30pm every Thursday Email 3 fires to Tamara@Johnson.com at 3:30pm It's not pretty but it should work if the Test Stream tool doesn't work but I would try the Test Stream tool first! ... View more

Hi Tamara! I like where you're going with trying to test the engagement streams as thoroughly as you can. I haven't used the Test Stream tool myself but I did a little digging on this subject and found this: https://nation.marketo.com/community/product_and_support/blog/2016/07/18/checklist-for-testing-a-nurture-program  "Use the test stream functionality to mimic a cast to just one specific lead. Repeat this to test that the content in each streams comes in the correct order. Use your own email address." ^ This makes it sound as though if you have multiple emails in your Stream 1, that if you keep testing stream 1 with the same email address, Marketo will send the next email on down the line. Have you tried this already? ... View more

Just to clarify, I'm a bystander here and just interested in the topic.     Suhail EK‌  - could you please clarify? Do you have a separate field on the record for each sales owner? Or are they all stored in one field?   Thank you for humouring my questions, Michael ^.^ ... View more

Michael Florin‌ - Let's say... I have 3 rep ID's in my Salesforce field, each for a different LOB I'm sending an email from Marketo to a list that's pulling in people from all three LOB's I'll have more than one rep's information in the field on the recipient's Salesforce record that qualifies to populate in the email Which rep's information is going to get pulled into the scripting token and populated in my email? Is there a way to set this? I'm not well versed in velocity so maybe that's accounted for. I'm just trying to understand ... View more

Michael Florin‌ - this is pretty rad! I was wondering if scripting tokens could sort this out   You mentioned setting up the scripting token to populate off of the SFDC ID, how do you go about identifying/populating the correct rep's ID?  ... View more

Ahh, got it. Thanks for sharing  and glad to hear you got it moving!  ... View more

Sanford Whiteman‌ Ha! Yeah, I was doing the reading thing. You should change your handle here to "Quick-Draw-McGraw", I seriously considered adding "First!" to my comment lol ... View more

I can't speak to visibility into junk/spam filtering but in regards to deliverability I did come across this recently and thought it was cool to be able to see how many people are marking your emails as spam in their ESP:  https://nation.marketo.com/community/product_and_support/blog/2017/06/03/why-don-t-unsubscribe-numbers-match ... View more

Hi Allison! Check out this Marketo doc, if you scroll down a bit you'll find a section called "dynamic thank you pages". If you're capturing the page they're coming from as a field on your form this should work.  https://docs.marketo.com/display/public/DOCS/Set+a+Form+Thank+You+Page If you're not capturing the page they're coming from, you might have to get a bit more in the weeds like in the comments on this post: https://nation.marketo.com/thread/43657-single-form-many-thank-you-pages If you scroll down to Trevor Parsell's comment he goes more into detail. Or Sanford Whiteman details how to do it with JavaScript. Hope this helps! ... View more

Unfortunately not. I did attend JD Nelson‌'s session at summit about web personalization and content AI and got a lot out of it so if you're able to find a recording I highly recommend. I did have an idea for forms in a past role though to change the form displayed depending on if the user was known to Marketo or not. But that isn't any fancy add-on stuff, just form settings if I remember correctly. Not all "AI" has to be predictive in nature, I think we forget how impressive it is for a tool like Marketo to even be able to look at a user and say "I know you!" ... View more

Once someone is added to the engagement program, the emails will fire automatically depending on how you have your cadence set up if the stream/program is activated.  Check out this article: https://docs.marketo.com/display/public/DOCS/Understanding+Engagement+Programs ... View more

I think predictive models are the future of marketing. As a society we're reaching a point of "data maturity" and predictive models are already being monetized.  You're right that the biggest challenge is data accuracy but if we're honest, no one has 100% accurate data. But an educated guess is far better than trying to choose a course of action with nothing at all. I'm super excited about AI services and I believe they help significantly with creating a better user experience. Since Marketo is used so widely as a B2B tool, I see the benefits of being able to create a single asset with a few extra steps in order to provide an experience tailored to the user's industry or where they are in the buyer's journey.  ... View more

Hey Alex Firtl‌! Just wondered what you decided on for this scenario? ... View more

Hi Suhail, How are you currently capturing all of the sales owners in Salesforce? Or are you not doing that yet and you're looking for advice on how to proceed? One thing to keep in mind is Marketo will need to be able to distinguish which sales owner's name should be pulled into which emails. My initial thought is having a separate field field for each LOB's sales owner on the contact record would set you up to use tokens in your emails to pull the correct sales owner's name for the correct LOB. Are you using segments or partitions for your LOB's? ... View more

Seconding Kim on this, I recently heard about creating a separate, empty stream for those that should be paused or or removed as a way of creating a bucket and easily being able to see how many people you're working with that fit that category at a glance. Also keeps them at the ready if you should decide to take some extra steps with them. I'd also say an advantage to pausing vs removing is that when you remove someone they won't contribute to your exhausted count if they would resume at some point and finish the stream. This was something I learned after the fact in a past life. We had a setup where when someone completed the nurture they would be removed but we realized later it would've been nice to have those exhausted numbers readily at hand. ... View more

When you say "move back" into a stream, does that mean they've gone through it previously?  One thing to keep in mind about transition rules is you aren't "pushing" someone into a different stream, you're "pulling" them into it. So you'd want to build the first transition in Stream 2 and use logic to say that if someone exhausts all of the content in Stream 1, pull them into Stream 2.  I agree with Anita though, I don't recommend sending someone back into another stream if they've exhausted the content. You could just use your transition rules logic to check for that. Pretty sure if you add someone to a stream they already exhausted, when the next run fires it will just put them back into exhausted status for that stream and not send them an email.  Disclaimer: Trust no one, test everything! ... View more

Glad you got this working! I had this same situation recently where we needed to use the same landing page but for different events and the method we chose was a separate form for each event. ... View more

Hi Alex! From what I know about email programs nested within engagement programs, this tactic is helpful when you have a person jumping from one bucket into the next (and sometimes back again). But in this case, it sounds like you're trying to put one person into multiple buckets at the same time. Soo.. one person with their feet in different buckets? Bucket twister! (If you accomplish this, you should totally name it the Bucket Twister.) What do you want to be able to measure/gauge on this after the fact? What would you define as a success for this tactic? Keep this in mind as you're setting all of this up to avoid any messes with trying to report on this later! My initial thought is to create a separate stream in one program for each product/topic and then if they exhaust the content of the stream they're in, still haven't taken the desired action and are flagged as being interested in a different product/topic, then ship them to the stream for that product/topic. BUT... Going back to your original ask regarding sending them the first email for the new product right before the last email for the old product, you might be able to accomplish this by using Smart Campaigns instead of or in conjunction with transition rules (disclaimer: this definitely goes against best practice).  You could set up a smart campaign to listen for someone transitioning into a new stream (you'll want to verify this is even possible), then assemble a series of flow steps to fire the last email of the previous product stream depending on which product/topic (stream) they came from. At this point they're already in the new stream so the new emails will be teeing up to fire. If you go this route, you'd want to make sure you have some exclusionary rules to avoid sending the email twice (this would happen if they were exhausted). You'd also want to make sure that the smart campaign won't trigger or run until AFTER the final email in the old product/topic stream would send so your exclusion will work. And take a look at the timing of this because if you have different cadence settings on different streams it could impact this. (This is also assuming that the only transition rules would be on the 2nd to last email of every stream and would only fire based on that email being sent, they haven't taken the desired action and have been flagged as interested in a different product/topic.) As for the second ask, you might want to look at setting that up as a drip campaign with choices (also a bit of a nightmare). This might make a mess with reporting though. I'm trying to imagine how this would work out in an engagement program and it's making my brain melt. lol Disclaimer: Trust no one, test everything! ... View more

You have several options. It helps to check the "Notifications" section in Marketo as sync issues (among others) will often appear there. You can also put together a smart list to check for folks who failed to sync (there are probably a few ways to assemble the criteria to do this) that way you'll have a bucket already assembled of the records that didn't make it over to SFDC. The downside here is you have to remember to check the lists every so often.  ... View more

Hey Jason! We've had LinkedIn integrated with Marketo for a while and we're wondering if it's possible to pass a Salesforce campaign ID from the individual ad in LinkedIn so that when the form submission information comes into Marketo, we can route the leads to the corresponding Salesforce campaigns for that ad. Do you have any experience with this or know if it's possible? Thanks! ... View more

Hey Ryan! I'm with Juli, she stated above that in order to collect the data for the On-Demand status, the user likely needs to engage with a GTW email. I'm in your same boat, we're sending the recording link out via Marketo as well. At the moment, we're using the link clicks on the Marketo email to track the recording views and update their status to attended - on demand. It's possible someone might drop off between clicking the email link and completing the GTW form to get to the recording, but I can always compare my data between what Marketo has collected and what GTW registers if there's questions around that accuracy. ... View more

Hi Juli! This thread is old but still relevant to me. We just integrated with GoToWebinar as well and in our testing we aren't seeing the Marketo program status updated to "on-demand" after engaging with the GoToWebinar recording. My understanding is that a Marketo form is necessary for the registration part but everything else should be updated automatically as far as the program status. So we're sending the recording link provided by GoToWebinar in a Marketo email. In our Webinar channel, we have the following options: Any suggestions? I've read that it can take up to 2 days for information to sync from GTW to Marketo and this activity just took place this afternoon. I also tried the "Refresh from Webinar Provider" step under Event Actions in Marketo to force the sync. ... View more

I can't speak for Taylor but I have the same question as to the versatility and use cases for email scripting tokens and I have come across the blog you've mentioned above. In my case, I don't know what I don't know on this particular subject so as a beginner it's been difficult to go searching! ... View more