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I was recently helping a client set-up Socedo and here are a few things I learned about the Socedo integration with Marketo. In case you aren’t familiar with Socedo, they help B2B marketers reach prospects by leveraging intent data from the social web.Creating New Records in Marketo and Updating Exi...
Inferred information is captured by Marketo in the following situations:When an anonymous record fills out a Marketo form on a Marketo landing pageWhen a known record in Marketo which hasn’t been cookied yet fills out a Marketo form on a Marketo landing page. The inferred information shows up immedi...
If you have RCE you can use the Program Membership Analysis Report to determine when new and existing records become a member and reach success in a specific program.Start by filtering if necessary on a specific program or group of programs using the program name or channel.Next add the following fi...
Here is a scalable way to setup a scoring campaign for when someone clicks the main Call-to-Action (aka a priority link) in your email.Step 1 – Determine the keyword for your main Call-to-Action. In this example, the keyword I am using is “CTA”.Step 2 – Add an UTM parameter to all your email Call-to...
If you have RCE you can use the Program Membership Analysis Report to determine when records reach success in a specific program. You can pull the information by Date, Week, Month, Quarter and Year. Start by filtering if necessary on a specific program or group of programs using the program name or ...
Hi Trinity, make the contact fields read only if you absolutely need to protect the data integrity. Otherwise use block field updates to allow Marketo edit to a field if the field value is empty. Without field blocking, the updated information in Marketo would then sync to Salesforce and overwrite t...
Hi Lynn, it's strange you weren't able to set two statuses with the same step. I just tried and it still worked for me. You may want to try again and if you have an issue please include a screen shot. Thanks!
Recently one of my clients noticed that records were showing up in the program membership tab as a success even though the program status wasn’t a success status. I discovered that the record had reached program status which was success and then the client later changed the status to one which wasn’...
Here are a few helpful tips for understanding how Marketo programs work.The program name is the most flexible part of a program since it can be changed at any time. A good naming convention will make it easier to filter your programs in RCE reporting.The channel is used as a filter in reporting and ...
Hi Eric, according to support there is never a data loss. Marketo will always attempt a follow-up sync. Thanks - Brian