Loren_Posendek

Loren_Posendek · ‎10-06-2020

This is a wonderful, extremely helpful post! Bookmarking this to reference when we switch. Thank you for your insights - @Kimbo, @ChristinaZuniga , @Brooke_Bartos1.

Loren_Posendek · ‎06-28-2019

Welcome, Jon!

Loren_Posendek · ‎06-06-2019

Great content, Grace Brebner‌! Thanks for sharing.

Loren_Posendek · ‎05-31-2019

This is a wonderful resource full of even more resources, thanks for compiling Jessica!

Loren_Posendek · ‎04-24-2019

Awesome tips, Kyle! Data normalization is spot on - not only from an accuracy/relevance perspective in Marketo, but also from a system perspective to avoid any CRM sync errors.

Loren_Posendek · ‎03-21-2019

Hi Michelle, as Sanford mentioned, this is known tracking issue in Marketo if you use the entire URL (with http://) within the token and link to it in the CTA. Rather, the best practice for your CTA to track email clicks would be to hyperlink your CTA text with the following "URL" - http://{{my.reg link}} - essentially the http:// is outside of the token, and the rest of your URL is in the token. In this case, your {{my.reg link}} token value would be - discover . companyname/landingpage.html. Hope that helps!

Loren_Posendek · ‎02-21-2019

Awesome tips, Brooke Bartos! This is the extra push we needed to really nail down our pre-header usage.

Loren_Posendek · ‎02-12-2019

Arthur Aronov If you're aware of the program that's the culprit for sending the multiple emails, I'd dig into that program using either smart lists or email performance reports. The email performance report will show you exactly when an email is sent (first/last activity) whereas a smart list (with say a "was sent email" filter with a date constraint) will show you who actually received the specific emails on a set date. This being said, is the program sending the same email setup as an Engagement Program or just a standard default program sending emails from a smart campaign? If the latter, there could be a recurring schedule (or wait steps) that are causing the same email to send over and over. Hope that helps to get you started!

Loren_Posendek · ‎02-08-2019

Ayush Aggarwal If you're not seeing any values, I'd reach out to Marketo support to ensure it's tracking the devices/platforms properly. The screenshot below is from our instance, so may not be relevant to your instance exactly, but may help.

Loren_Posendek · ‎02-06-2019

Hi Ayush Aggarwal! The available device/platform values will populate in the constraint when you click on the down arrow. I've included a screenshot below. Then, you can filter the results as you'd like.

Loren_Posendek · ‎02-05-2019

Hey Sathish Kumar! Karan Hari is spot on with that thread. Another alternative is to use a combination of filters: Email was delivered + Visited web page: [web page linked to in email] - as mentioned in this community post referencing a blog that Courtney Grimes wrote. Hope that helps!

Loren_Posendek · ‎01-07-2019

I think your hunch of the 5 Google Analytics visitors are unknown people in Marketo is correct. Have you tried testing this out with your own known Marketo record?

Loren_Posendek · ‎12-18-2018

There are definitely some ways to ensure you delete the appropriate records. I'd try pulling a smart list with the following filters: Original Source Type = salesforce.com SFDC Is Deleted = True SFDC Created Date = date created Created = date created There are likely some additional filters that are specific to your instance that you may also want to apply, but this should help get you started in identifying the SFDC deleted records. However, before doing any sort of deleting in Marketo, I'd open a Marketo Support case and work with them to ensure you're removing the appropriate records. They may have some backend tools that could identify the records for deletion and give some recommendations for deletion - ie: in batches or during off-hours. Good luck!

Loren_Posendek · ‎12-18-2018

Robert Stanley - Another option that my solve your problem would be to build a set of smart lists with the "Had Interesting Moment" filter and the appropriate 'Description' constraint information, then use these smart lists as choices within your "change data value" filter flow. That way, you will have one smart campaign running that's "listening", and you simply have to manage the smart lists. Hope that helps!

Loren_Posendek · ‎12-17-2018

Hi Nadia, I echo Grace's suggestion from above. Not necessarily related to the email client, but related to additional user insights - if you use either the 'opened email' or 'clicked link in email' filter within a smart list, you have the ability to filter more granularly with constraints. These are the constraints that I find useful when building/designing emails: Is Mobile Device (T/F) Device Platform I hope that helps! Loren

Loren_Posendek · ‎12-12-2018

Great tips & tricks, Chelsea Kiko! The 'center of excellence' with program templates are game changer for our instance.

Loren_Posendek · ‎07-24-2018

I know this varies across organizations and there are a lot of outliers (lead scanner devices vs. not, notes entered vs. not) that make setting a firm SLA more difficult. The short answer is work with your sales team to determine an SLA that makes sense given the number of events your organization attends, and the number of leads your sales team manages. We're working on streamlining our process to get our event leads to sales team faster. Here are some things we utilize today that help create a repeatable process: Utilize an import template of fields that you require a record to have in order to be a record in both Marketo and our CRM (outside of just the standard requirements) Determine if all leads are treated the same, or if you'd like different routing rules based upon conversations (we consider this our 'lead strength' and have different routing rules based upon the strength) Create an event program template and automate it as much as possible - we just revamped our event processing template in Marketo so our MOPs team only has to import a list, then parse it a few times - the smart campaigns do the rest. These things really make a world of difference. Hope that helps!

Loren_Posendek · ‎06-12-2018

We've also seen this happen recently, but only when trying to sync 'Contacts' to a specific queue. The queue is setup for leads only, but odd that if a Contact qualifies it's creating a duplicate rather than bypassing.

Loren_Posendek · ‎03-30-2018

Like Jessica Kao mentioned, there are many data appending vendors. We use Clearbit with webhooks but have the ability upload batches directly through Clearbit's interface.

Loren_Posendek · ‎03-16-2018

Thanks, Venus! We ran into the same issue (a | symbol in the company name) on a separate GTW-MKTO sync error instance, as well! I searched through the Community and found that you can uncheck 'enable additional fields (company name, job title)' within the Launchpoint GTW integration. This way, symbols won't hold up the GTW-MKTO sync.

Loren_Posendek · ‎02-15-2018

Exactly what Jim Thao outlined is how I understand it as well. Also important to note that if 3. Approved w/ Draft is the case, the approved email is what's sent, not the draft.

Loren_Posendek · ‎02-12-2018

Ahhh, makes sense. So helpful! Thanks for sharing.

Loren_Posendek · ‎02-12-2018

I'm also curious about the Marketo RSS feeds in Slack. Amy Connor are you able to monitor SFDC syncs and other system performance points with the RSS feed?

Loren_Posendek · ‎01-31-2018

Hey Tori, here's a link to the Jeff Shearer's 2017 Marketo Summit session: Tales from the Activity Log. He discusses, briefly, how they exported activity logs for analysis. Hope that helps!

Loren_Posendek · ‎01-30-2018

Ahhh yes! If the 'reply-to' and 'from' addresses are different, often times the OOO messages will go to the 'from' address. As I understand it, the 'reply-to' is when someone clicks 'reply' and responds that way - much like we're doing on this thread with the 'reply.'

Loren_Posendek · ‎01-30-2018

Hey Justin, I'd use your existing filters along with the "Email Suspended = True" filter for hard bounces. This Marketo Product Docs article explains a little more about the Email Suspended filter: Hard and Soft Bounces in Email - Marketo Docs - Product Documentation.

Loren_Posendek · ‎01-30-2018

Hey Michelle, thanks for starting this thread! Definitely interested to see everyones feedback and input. I'm no Legal expert, so these are just my opinions. My gut tells me that the event vendor would have verbiage about opting-in and/or opting-out in to receive emails from vendors. However, I wouldn't necessarily rely on that. I may send an opt-in email after the event list is imported + processed appropriately to gain consent. Some of the countries in the EU (looking at you, Germany) already require double opt-in for email consent, so it may be worth following these guidelines for most EU countries. The second component of GDPR is cookie consent, which is something that I think is very much a gray area right now as it relates to event list imports. We're still figuring this out with our Legal team. Hope that helps!

Loren_Posendek · ‎01-30-2018

Hi Ramon! We've used the Recipient Time Zone feature in a few of our single email sends and received OOO replies throughout the day - as emails were delivered in each recipients time zone. I'd just double-check that email was sent (using a smart list filter of "was sent email" and/or "was delivered email"), then reach out to Marketo Support. It does seem odd that there were no OOO replies received. Hope that helps!

Loren_Posendek · ‎01-18-2018

Ahh, good to know! I learn something new everyday!

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