JD_Nelson

JD_Nelson · ‎11-03-2021

have you double-checked that the email is actually going out? If sent is 0 it doesn't appear. I'd check a smart list that it's been sent. If not, then maybe call Support and ask for a Cache Clear

JD_Nelson · ‎10-13-2021

PMCF is still only available by API endpoints for processing. I doubt we'll see anything update on that until the SC and SL upgrade to the new blended experience—no timeline that I'm aware of...? There might be a process using webhooks out and back in to get this done, but that's not my area of expertise.

JD_Nelson · ‎09-27-2021

Is there a reason you can’t pull by the same targeting criteria you used to run it first?

JD_Nelson · ‎09-07-2021

Instead of relying on the labels for the Checkboxes field, you can erase the label and then put a text area below it. With a combination of those, you should be able to recreate what you want.

JD_Nelson · ‎09-03-2021

I'm curious to see if this segmentation(attached) would accomplish what you're looking to do....

JD_Nelson · ‎08-30-2021

it's always been my experience that anyone who starts only with what they need, they usually end up coming back and re-doing it. I've attempted keeping SFDC at the broader channel acquisition before, and generally always come back to an asset-based level. It's a bit more work, but answers most of the questions you'll end up getting from your teams for ROI. Other than that, though, your justification here is spot on.

JD_Nelson · ‎04-15-2021

I'm having a similar issue but our SFDC Debug Log is coming back clean

JD_Nelson · ‎03-19-2021

I would separate your list by conditions and do multiple uploads. Check email addresses for existing leads and process those separately: one for those that have a value and should update the field, and one for those that don't have the value and therefore should not include that column nor update it when uploading. THEN you can process your net new list of leads separately where they get the value if they have it and it's null if they don't (by default).

JD_Nelson · ‎03-16-2021

From the DEFAULT folder in Marketing Activities you'll see "Campaign Queue" as one of the tabs. This will give you a view of everything currently running or pending.

JD_Nelson · ‎03-16-2021

Marketo sets priority for all different actions. Here's a good summary (albeit from 2016) to get an idea about that. Hours for an email send are definitely not normal and could justify further exploration or support tickets. Campaign membership, though, is definitely lower on the list of priority—and for good reason. I've seen a number of people lately asking about campaign members not showing up, or activity tracking not appearing on a person's activity log, but the question usually gets back to whether or not the action was happening vs whether or not the log was being updated; and in most every case, the activity happens the log just isn't updated (because it's doing more important things first). A good thing to do is the normal log out/back in, refresh cache and all that stuff; but also check your Campaign Queue to make sure your instance isn't running through a lot of actions at the time. If nothing seems to add up, it might be worth having Support clear the cache on your instance just to make sure there's nothing stuck somewhere; and obviously if that doesn't solve it they can open a ticket for you as well.

JD_Nelson · ‎03-02-2021

I've had some good success using Zapier to do this. Ultimately I setup all the reports I want to run in Marketo and have them emailed to me on a set cadence. Then I have Zapier watch my inbox for those emails and save the attachments to a folder in GDrive. Now, the tricky part for me was I wanted to have a running log of these reports, so I actually created a Google Script that will convert all the .csv files to Sheets and combine them into one master doc that also gets time-stamped. The only issue I've run into with it was that I have to clear out the old files every 2-3 months otherwise the script times out. This was definitely a poor mans solution and any integration would probably be better.

JD_Nelson · ‎01-13-2021

To be frank, that's the ONLY way I use it. (I'm still on the old UI) -- I'm wondering what the alternative could even be. If I drop down the tree to see all the assets, I should be able to know, at a glance, whether any of them are approved w/ draft.

JD_Nelson · ‎11-04-2020

plug and play -- perfection! Thanks Sanford!!!

JD_Nelson · ‎11-03-2020

I'm looking to keep url querystring parameters in a url string when passed from my 3rd party https page to my https marketo page before munchkin loads so I can trigger off the "Visits Web Page" trigger. Thanks!

JD_Nelson · ‎08-18-2020

Welcome to the team!

JD_Nelson · ‎08-12-2020

Yeah, you can add this: <meta class="mktoString" id="button-text-color" mktoName="Button Text Color" default="#FFFFFF" mktoModuleScope="true"> But the trick is making sure where to USE this in your button code. You need to make sure in your <a> tag that you're calling it out properly, however you may have it coded; here's my example: <a style="color: ${button-text-color};">button text</a>

JD_Nelson · ‎07-31-2020

Hi John, Per Marketo Champ @Julz_James: you can only find it on an ipad in the App Store. Its called Marketo Events and its only for checking in people.

JD_Nelson · ‎07-31-2020

There might be a more efficient way, but this should work: <script> MktoForms2.whenRendered(function (form){ form.getFormElem() .find('button.mktoButton') .html('BUTTON NAME'); }); </script>

JD_Nelson · ‎07-28-2020

@SanfordWhiteman -- I want there to be a Velocity way to handle this.... am I mistaken?

JD_Nelson · ‎07-28-2020

Did you also reduce the number of default modules that may have sped up the page load time? Did you triple check the size of those images in the modules that aren't loading? I'm wondering if a chrome inspection of load time will show which image loads the longest and could be a culprit....

JD_Nelson · ‎07-28-2020

Marketo does not work on the lead/contact objects independently; instead they realize both combined into the "person" module in Marketo (formerly known as Leads, but to the same extent that they were actually BOTH Leads and Contacts). Secondly, Marketo's default dedupe functionality is based on email address, so unless you're looking to circumvent this with intentional duplicates, that would be another hurdle to jump over. All of your goals are achievable. Whether through lifecycle modeling & date/time stamps; scoring campaigns & triggers, etc.

JD_Nelson · ‎07-28-2020

This is usually a cache or loading time issue. Try refreshing your page again, within the editor, and/or clear your cache. Ultimately what's happening is the page is finishing loading (because it's been cached) before it gets to the new images. It should resolve over time, or a few refreshes. There are a few scenarios where there are so many modules they can't load fast enough to beat the page load, but you'd have to have a pretty robust list of modules for that to be the case.

JD_Nelson · ‎07-21-2020

A lot of this is going to come down to how your modules are coded. BUT, if you right-click on an editable section in the module, you should see the "clear content" option. This will have a big grey box in the editor, but will "disappear" in the preview/and sends. Example Module: Right-click text section within module—select Clear Content Results in empty box: PREVIEW shows box gone, and spacing re-aligned. THIS is where it will depend how your modules react to the missing sections; in this example the headline was vertically centered by default.

JD_Nelson · ‎07-06-2020

AWESOME USE CASE!

JD_Nelson · ‎07-06-2020

The example you're looking at, here, is 635px x 431px; with a a mobile responsive resize to 414px x 281px.

JD_Nelson · ‎07-06-2020

Yes, it sounds like an independent trigger campaign would be the best first step. You could, though, have that be the Engagement controller instead of a qualifier; meaning, have the "welcome email 1" that gets triggered by SFDC campaign member, sends the first email, and then adds the person to the Engagement program in the appropriate stream. That way, if you really want to wait 30 days before the next engagement email, you can keep them outside the engagement program and then add them when their time qualifies—rather than using paused statuses. One thing to keep as a note, if you have an email outside your engagement program streams, you'll need to merge reports or take that into consideration when calculating your overall Engagement Program successes.

JD_Nelson · ‎07-06-2020

Was it a recent quarter, or a quarter in the past? " Activities in the activity log are only retained for 25 months" See this thread: https://nation.marketo.com/t5/Knowledgebase/Storing-Activity-Data-Beyond-Retention-Policy/ta-p/300803

JD_Nelson · ‎07-06-2020

Yes, it can know the difference. It all comes down to how you set your segmentation, and which campaign takes precedence.

JD_Nelson · ‎07-06-2020

Love seeing how this project has progressed over the past few months. UI looks great! Nice work!

JD_Nelson · ‎06-26-2020

@SanfordWhiteman wrote: there's a tricky way still keeping that blog post close to the vest, eh?

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