About John_Clark1

John_Clark1 · ‎01-23-2018

It would need to be the SFDC Type filter for the Person object.

John_Clark1 · ‎02-24-2017

Thanks for following up. It's nice to know we can do this in the future if needed.

John_Clark1 · ‎02-14-2017

(1:30) The form doesn't have to live in the program itself. The Landing Page is what decides the Program Acquisition, so as long as the Landing Page is a child asset of your program then the form can still live in Design Studio. It doesn't hurt to have a trigger campaign to set the acquisition program for your more important programs, but landing pages living in a program should do this automatically with any form.

John_Clark1 · ‎02-03-2017

Hi Autumn, We should be able to restore the email asset, at least, there but I can't say for certain if that will restore the analytics data as well. What I would recommend is opening a case with support and providing the details about the email you want to have restored. The engineer that gets the case can dig in and see what we can do. John

John_Clark1 · ‎10-04-2016

No, that would not be enough to identify the lead on the new domain.

John_Clark1 · ‎06-24-2016

Yes, Support can do both of these things.

John_Clark1 · ‎04-19-2016

Hi Jennifer, Most likely you have Contacts that are going through this campaign in Marketo. Contacts cannot be members of a queue, so Marketo creates a duplicate lead and adds that to the queue instead. What I would suggest is adding an SFDC Type filter to the smart list of your campaign to prevent Contacts from qualifying.

John_Clark1 · ‎03-21-2016

Hi Greg, Yes, support can create new fields on the opportunity object if the instance has not been integrated with a CRM. John

John_Clark1 · ‎03-17-2016

Hi Ken, You can do this with a custom field. You'd create your field in Admin > Field Management, a text area type would be best, then add that field to your form. When a lead fills out the form, any comments they put in that field will be saved on their record, and you can use the token for that field in the alert email that goes out to include those comments for your salespeople. John

John_Clark1 · ‎02-18-2016

Good catch, Josh. I wasn't paying attention to the default! John

John_Clark1 · ‎02-18-2016

Hi Kara, If you're wanting to send to those who didn't open and didn't click, then the one choice of didn't click should be enough. Those who didn't click may have opened the first one or not, but in this case it doesn't matter. As for your list of leads. I would look at your smart list again to see if there are any filters you could add. Maybe a Was Sent Email filter so only those that were sent the email before qualify for the campaign this time? John

John_Clark1 · ‎02-18-2016

Hi Forrest, I would recommend looking into Marketo's Engagement Programs. They make it easy to create a reusable nurture stream. Understanding Engagement Programs - Marketo Docs - Product Docs One thing to note, as I get questions about it fairly often, is that the program requires a separate smart campaign to add leads to the stream, and they can be added anytime before the stream is set to cast. In fact, they should be added at least 30 minutes before a cast you want them to get. John

John_Clark1 · ‎02-18-2016

Hi C.K. Clicking the Disable Sync button will make sure the sync does not start any new cycles, but if it's currently in the middle of a cycle it doesn't stop that. If you look at the top right of the Marketo Admin > Salesforce window, you should see a note about the most recent sync and whether it's still in progress or finished. Once that's finished you'll be able to sync your custom object. John

John_Clark1 · ‎02-17-2016

Thank you, Gregoire. I'll work with him to help get this resolved for you. John

John_Clark1 · ‎02-17-2016

Hi Greg, There was an issue with the calendar where user's licenses were pointing to the wrong instance. I had thought we resolved that though. Are you able to see the calendar at all, or it's always blank for the same user? If you want to open a new case and include the details for the user and instance you're having trouble with, you can ask that the case be routed to me. I'll speak with our engineers to see if the problem persists, and I'll see what I can do to get it fixed for you. John

John_Clark1 · ‎02-17-2016

Hi Jeremy, If you don't think there's a chance these leads will be updated with the correct email, then yes, I would suggest preventing them from syncing. This will help keep your database clean, and keep that lead from throwing off any campaign or email tracking/stats. You can always let it sync down later if it does get updated with better info. John

John_Clark1 · ‎02-16-2016

Hi Jamie, Sales Insight is a good tool, as Kristen suggested. You could also set up a trigger campaign to send emails directly to your salespeople as soon as a lead takes a specific action you're trying to track. The Send Alert flow step would ever allow you to send the alert to multiple people at once, and once you get the campaign set up it would all be automatic. John

John_Clark1 · ‎02-16-2016

Hi Todd, I would show up in the lead record in Marketo under the field name you uploaded to. It would look like the list in Josh's response above. John

John_Clark1 · ‎02-15-2016

Hi Meghan, I think the setup you've got should work. Because the thank you page has been published though, it can be reached by crawlers or bots, which probably explains the visit you saw with no details. I wouldn't worry about it unless you're seeing a bunch of visits without any details. John

John_Clark1 · ‎02-14-2016

Hi Erica, You'd want to talk to your SFDC admin/support for this. They'll be much better equipped to help you get it set up. John

John_Clark1 · ‎02-11-2016

Hi Danielle, I can't think of any way to do this that doesn't require a single filter for each email, and some crazy advanced logic in the smart list. John

John_Clark1 · ‎02-11-2016

Hi Danielle, You could use a smart list with a "Clicked Link In Email > Is Any" filter, and use the Min. Number of Times constraint in that filter. If you set that constraint to 3, then it will show you leads that have clicked any three links.

John_Clark1 · ‎02-11-2016

Hi Erica, It's not possible to create new User tokens, but if you created a custom field on the Lead and Contact objects, and you used a workflow to populate the User's Address into that field for all the records they own, then you could use the token for the custom Lead/Contact field to accomplish the same thing. John

John_Clark1 · ‎02-11-2016

Hi Leana, Support is able to remap or merge a few fields at a time, but for a larger number like this you would need to reach out to our services department ( services@marketo.com ). John

John_Clark1 · ‎02-11-2016

Hi Allison, Do you have Workspaces setup in your instance? If so, and the email is in one workspace, while the campaign is in another, that could explain the behavior you're seeing. John

John_Clark1 · ‎02-10-2016

Keep in mind that lookup fields don't cause the System Mod Stamp to be updated so the value in that field would not sync to Marketo until some other change to the record caused the SMS field to be updated. At that point the lookup field value would be synced along with all other fields on the record. John

John_Clark1 · ‎02-09-2016

Hi Emily, Best practice is to create the custom field you'll be using as a filter, and then mark all of your records the way you want. Then let all of that sync between the two systems before the filter is enabled. Once it is, you'll be able to use that custom field in a smart list to find all records in Marketo with the value you don't want, and delete them. Then they won't be able to sync back from SFDC, and you'll be all set. John

John_Clark1 · ‎02-08-2016

RCE is an add on, so you'd want to talk to your account manager for more information or a demonstration. John

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