Tara_Rowe

Tara_Rowe · ‎03-14-2022

We would like to send weekly reports to those who opt-in and have the date in the subject line populate weekly to show which week's report they are receiving example below "Open for your 3/11/2022 Weekly National Report" Looked through the tokens and nothing seems to have this format, other than us sending and changing this email weekly to show the date. Goal would be to automate the entire process but without the token for a date not sure it's possible? Any suggestions?

Tara_Rowe · ‎09-17-2020

Hello, Looking to see if it is possible to have an RSS feed of our blog posts on a Marketo Landing Page. Not finding much on the community on this other than for emails dated back in 2013. Any updates?

Tara_Rowe · ‎10-23-2017

I am getting a error and it will not allow me to download This site can’t be reached The connection was reset.

Tara_Rowe · ‎09-28-2017

We are looking to direct based on the response to separate landing pages. If they unsubscribe they would go to a "Sorry to See You Go" page If they say Yes send me emails they go to a "Thank You for Subscribing Page" We cannot seem to modify this in the form settings thank you page area to have the choices added.

Tara_Rowe · ‎09-26-2017

We are updating our Subscription Center and assumed we would be able to direct our field selections to separate landing pages based on what is chosen. However in the form settings it shows the area where you can make changes and add choices but it does not seem to work to allow someone who unsubscribed to a different landing page then someone who updated preference to continue to receive emails. There must be something I am doing incorrectly, or we will need to create 2 separate forms which means we cannot follow the outline we have below.

Tara_Rowe · ‎09-22-2017

We use behavior scoring as our trigger to flip our leads over to MQL/MQC. It is all based on what behaviors the contacts are performing. Recently we have been looking closer at our person scoring. Mainly due to the fact that we have the person score on many records less than the behavior score and could not figure out why. This was mainly due to that we initially thought the Score would be the behavior + demographic. Other than us determining the person scoring ourselves in campaigns. What is the best way to use a person score? I am not finding much documentation on how person score is used in Marketo, and would love to understand how it works or should be used.

Tara_Rowe · ‎09-20-2017

We have started sending out alot of client communications. In doing so we want to make sure that if the contact opens the email or is sent the email that they do not MQL or MQC for follow up. We are trying to figure out the best way to built this out. Initially we had added it to the lifecycle for MQC & MQL that if contact opened _____ email they would not MQL or MQC but this did not work, it made it so that contact would never MQC/MQL becuase they opened that email. Is there a way to add to the email program to keep score as is? What are some best practices to ensure the contact can still MQC/MQL based on activities they continue to do, but not come over by opening the email.

Tara_Rowe · ‎09-05-2017

We started receiving a error in Marketo related to SFDC SFDC Error: FIELD_INTEGRITY_EXCEPTION: A country/territory must be specified before specifying a state value for field: State/Province\n exceptionMessage: FIELD_INTEGRITY_EXCEPTION: A country/territory must be specified before specifying a state value for field: State/Province\n It turns out that we cannot write into the field as they turned it into a read only, we now can only update on the contact mailing address. In further discussion it was brought up that we need to stop updating converted contacts in Marketo. Although we use to update contacts previously, changes were made where a contact is associated to a account even if they are a lead. This means going through our instance and finding any sources that might be updating these records. Anyone have best practices out there on dealing with SFDC contacts with Marketo. It seems odd to me that we are not updating these records?

Tara_Rowe · ‎08-31-2017

Is there any documentation on how to set up lead source first and last in SFDC. We have been trying to get this added into SFDC for attribution and started with Original Lead Source, but it is not working correctly. Our SFDC Admin is stumped on how to create the fields to get it to work properly.

Tara_Rowe · ‎08-23-2017

Our subscription center is not working if we use a trigger. We originally had filled out web form xxxx as the trigger but that was not working. However if we batched it using the same filter it would work. Any suggestions. I have played with the filters to any, and all and advanced but still it will not pull in the information.

Tara_Rowe · ‎08-18-2017

Is there anyway to delete a button in a form? We used a button from the section provided in Marketo but we cannot seem to get it to work. We have verified that the form settings has the thank you page set to the landing page to flip to, and have reached out to support for help on why it will not work. At this point until we can figure out how to get it working we would like to add our own designed button to hyperlink to the page, through the weekend rather then the button not working all together. Will I need to start from scratch or is there a way to remove the button already in place?

Tara_Rowe · ‎07-28-2017

(1 or 2) and 3 and 4 and (5 or 6) and 7 and 8 and 9 and 10 and 11

Tara_Rowe · ‎07-28-2017

Screen shots show a list I built that did not segment data correctly. However what happened was product B still was in the list, even though we added "not contains". With our assets a client can have Product A, B and C and we would want to remove "Product B" but it still selects anyone with Product A and B and only removes Product B if it is a stand alone and they do not have Product A.

Tara_Rowe · ‎07-28-2017

We updated all forms already, I suppose we can run the batches in Marketo to refresh all the data. We do not have access to SFDC and have no permissions to run anything through SFDC, we would need to put the request through the admin. If we upload a list it will run with errors, I believe that as long as SFDC is using the older values we would not get anywhere until they refresh the data on their end as well.

Tara_Rowe · ‎07-28-2017

Hello, I am not sure if we have the ability to change the picklist or if it is dependent on the data in SFDC. We recently moved State/Province from 2 letter abbreviation to full name. It is still showing as the 2 letter abbreviation in our filter and would would prefer it be changed to the long form. I am building out batches to normalize the data but ultimately we would like to values to show what is now true.

Tara_Rowe · ‎07-27-2017

Our leads are added to a lead queue in SFDC, and I am hoping I can pull in through Marketo how many leads are in the queue. The queue is where the leads sit while they go through Marketing efforts, and we need to keep a close eye on when Sales takes out leads for themselves. Any best practices out there?

Tara_Rowe · ‎07-27-2017

Hello, We have new fields that were brought into SFDC as we launched company wide. In order to map the fields over to SFDC would this require Marketo to do on the back end, or is there a way we can do it. I have added in the fields in field management but the CRM field map makes me believe this might be a Marketo requirement.

Tara_Rowe · ‎07-19-2017

We are looking for a way to pull a active client list through Marketo. We also use SFDC and are having some challenges with how to segment the list out by asset. We were able to pull a list previously with other sources that are no longer available, and with Marketo we have tried creating Smart Lists using the assets but it does not seem to pull in all the accurate data. For example how would I pull in someone who has Product A, but not Product B. We tried using Asset is True and Asset Name contains Product A and Asset is True and Asset Name does not contain Product B but it did not work. In our world thousands can have product A and B but we need to at times send a communication to those who have Product A and exude B while removing those who have A & B combined. Any suggestions on where to start. Marketo would be our preferred source for a running Smart List. we have not been able to utilize SFDC for this from what we can find. Creating reporting, weather joined or asset does not allow up to filter through to segment with product removal.

Tara_Rowe · ‎07-13-2017

I will try this and see if it changes. The lead still syncs to SFDC just not into the campaign, all values appear to be showing otherwise the sync would fail. If the lead could not sync into SFDC then I can see why it would not add to campaign but not sure why if will sync and not add.

Tara_Rowe · ‎07-13-2017

We do use the campaign sync normally, on this program we did not for some reason, but in the programs where we pull in the campaign sync on the program we are seeing the same error, whichever way we try to add to campaign it seems to not work.

Tara_Rowe · ‎07-13-2017

We have a LinkedIN ads program where we are pulling in leads and tying them to the SFDC and Program in Marketo. It seems they are coming in but not going to the SFDC program and being marked to the Marketo program. In the program results they are being skipped with the error in Marketo showing as Skipped execution due to that the lead 1429324 is not a sfdc lead/contact There is nothing in the Smart List or flow we can identify as throwing this off? It should change the program status and update the campaign. It is also changing the lead source, even though we have to only change if it is empty. It is overriding it.

Tara_Rowe · ‎07-07-2017

Thank you Josh, I will reach out again. I spoken with 3 people in 24 hrs that assured me there is no issues or changes, that they will email if there was. This makes so much sense, here I am rebuilding Smart Lists trying to get them to work and they continue to have errors. Appreciate the response.

Tara_Rowe · ‎07-06-2017

Is anyone experiencing sudden changes as of July 1st with their instance, besides the changes to Support. Smart Lists no longer functioning the same as previously, Marketo not matching on email and creating duplicate leads in SFDC, Smart Campaigns no longer working that have been functioning for over a year and have had no changes? Normalization on Country was one of the areas we never changed or had anything off set it, and suddenly sync errors, and batch errors, with more and more strange errors or issues coming up. Caution signs when scheduling that have error in count showing on the hover. This list goes on... We lost our phone support, and chat is not solving anything for us. Waiting on cases to be addressed which we can only submit one at a time and is time consuming. Would love to see if anyone else is experiencing any errors, or if there is another source we need to be looking into?

Tara_Rowe · ‎07-06-2017

It seems Support changed and they only allow phone support to Business, Elite and Premier. They did not notify anyone, which is unfortunate. I just went through the same thing when things started suddenly crashing in our instance. I was told you can submit a case for a phone call, however it is not time sensitive. Our CSM explained we can pay 5-7K for Business to get phone support, but never mentioned the change when we were renewing in June, or gave us a courtesy call to see if we would to upgrade with the changes. It's frustrating

Tara_Rowe · ‎06-23-2017

I am always running into the email filter hitting the max cap in a smart list. Usually I am safe at about 2000 emails, before i get the max cap. What is the actual allowance?

Tara_Rowe · ‎06-21-2017

Looking at ways to automate our leads coming from Twitter & Facebook to the Marketo Program. Currently we have the program set up but manually add in the leads we receive. We have Facebook integrated through LaunchPoint for pushing out Ads, but how can we automatic the lead process? I think I am missing something that is right in front of me.

Tara_Rowe · ‎06-15-2017

The apex work flow is not a Option we have no one trained to code in it at this time... Sigh

Tara_Rowe · ‎06-15-2017

Any suggestions on Live Chat workflow. We love the interface but rely in SFDC to pull the data in and the SDR's to save the transcript to sync and run through the Smart Campaign. Even then they have created the opp converted the lead in the sync time and then the contact and Opp will not show in our SFDC campaign since the primary contact role it sync'd after lead conversion.

Tara_Rowe · ‎06-15-2017

We have campaigns running in SFDC but not all the opportunities are pulling in. The Primary Role is checked off, yet the Primary Campaign Source is empty. Marketo cannot write into opportunities to change the value, so we have to rely on SFDC to pull it through. We are told that if the primary role is not tagged from the start and tagged later it will not come through and there is nothing we can do. Any Ideas?

Tara_Rowe · ‎06-15-2017

We have our Sales team merging records as they see them or a SDR team who should be checking in SFDC for duplicates and merge it together. However it seems that has not been adopted as the process yet, so now we have a Sales Rep, SDR and a Data Intern calling out to the same Lead/Contact which is not ideal. We have no budget for a de-dup tool and have to reply on Sales to pick the correct lead source and manually switch when it hits us on our end. Our SFDC admin is aware and put the Original Lead Source in place hoping to solve the issue moving forward.

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Date Last Visited	‎10-12-2022 11:58 AM

Date Registered	‎02-02-2016 06:26 AM
Date Last Visited	‎10-12-2022 11:58 AM
Total Messages Posted	134
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