Jonathan_Ng2

Jonathan_Ng2 · ‎08-26-2020

Bringing this one back up, is this still an error that we should be experiencing, or has Marketo already addressed it? I'm still seeing it on our end.

Jonathan_Ng2 · ‎03-04-2019

We've been getting the same error for the past few months as well. We're in the middle of a major release to migrate rest of the company to SF, so we have not had time to troubleshoot the error. Interested in hearing what the resolution is.

Jonathan_Ng2 · ‎02-01-2019

Bedrock was high on our list for a viable solution to getting to working data. Would encourage you to take a good look at it.

Jonathan_Ng2 · ‎01-29-2019

Same here for us. Tried using Power BI a few times, once when it originally came out and again when they did a re-release with better integrations. In both cases, they timed out and could barely get connected. We went as far as opening tickets with both Marketo and Power BI and in both cases they circled back on each other telling us to work with the other vendor to resolve. We dropped it and ended up building a data warehouse/datamart collecting from various sources. We then throw it into Power BI if we want to conduct additional reporting.

Jonathan_Ng2 · ‎08-18-2017

Hi Chris, thanks for the feedback. I believe they are using this method so they can use more simplistic reports out of SF to view lead to opportunity. I thought you could easily create a contact to opportunity report instead though? They had said they would be connecting the leads to the contacts, though I'm not sure how you would connect multiple leads to a contact if the contact is expected to rotate through multiple times. Thanks again for your feedback

Jonathan_Ng2 · ‎08-16-2017

We are working with a vendor to connect Marketo to a new implementation of Salesforce. When the topic of contact to opportunity came up, they stated that they create a new lead in SFDC, then use a preference center of some sort to ensure that email subscription details are preserved between the two, ie unsubscribe the newly created lead, do not sync, etc, to prevent Marketo from pulling it. Is this the new best practice between Marketo and SF? I was under the impression that if we did that, Marketo Sales Insight information will not show the same info between the two records. Doesn't this also prevent Marketo from seeing that a contact and those efforts behind the contact are ever associated as being part of that opportunity creation? In previous lift we had always used Opportunity Contact Roles to associate and be able to see a Contact's lifecycle from when they come in as a new follow-up to opportunity to won/loss. What's the best practice to track this?

Jonathan_Ng2 · ‎03-21-2017

Where is this setting to bypass communication limits in Engagement programs? I have seen it for other types of programs, but not in the Engagement one.

Jonathan_Ng2 · ‎03-03-2016

Thanks for sharing Kristen Carmean Was building out the workflow for field to loading in to a campaign pretty straightforward, or were there some hiccups along the way? Like Jim, our sales teams finds the campaign function and being able to group by campaign to be very useful especially when conducting follow-up on particular leads. Jim Clark did you ever go through any of the methods that Kristen shared? Did they work out ok for the sales and marketing teams and for follow-up? Thanks!

Jonathan_Ng2 · ‎11-05-2015

Hi There, Looking to hire a contractor for a 6 month project. Would prefer the person to be on site in the office. Competent with Marketo programs, email sends, data segmentation, data uploads Can bounce ideas concerning lead flow, field management, administrative functions and so on Best Practices Microsoft Dynamics experience a plus, but not required 2-3 years experience using Marketo Self starter, works well with other marketers Please send your resume to jonathanng@osisoft.com ..Thanks, Jonathan Marketing Automation Manager OSIsoft

Jonathan_Ng2 · ‎09-01-2015

Thanks, I see that I can override and adjust the limit in Smart Campaigns, but is there a way to do the same thing in Email Sends that utilize the email send program and not a Smart Campaign to send it? From the looks of it, it doesn't seem like there is a way, or am I missing something.

Jonathan_Ng2 · ‎08-31-2015

Hi There, When setting up a smart campaign we have the option to abort a campaign if it exceeds x number of leads. In a smart campaign we can edit this value. Do we have that ability in the Email Send program as well? I'm not seeing anything that looks like it. Makes me think we have to setup smart campaigns if I'm going to conduct an email send to a larger size audience. Thanks, Jonathan

Jonathan_Ng2 · ‎08-07-2015

Are you finding that it uses a crazy amount of API calls to get 12 months worth of data? We don't have a particularly huge database, less than 200k and we aren't super active with the database, roughly 2-3 emails per week and it doesn't go to the entire database. We are finding that we can blow through the free 10k API calls without getting the data. We tried bumping it at one time, but it looked like it was easily surpassing 80k calls. How many calls are you guys going through?

Jonathan_Ng2 · ‎07-22-2015

Now that Microsoft has introduced their Clutter box for Outlook, are you taking any different initiatives or revising how to conduct email sends? Are you guys taking a similar stance to when Gmail released their promotions tab and asking individuals to move you to the main inbox?

Jonathan_Ng2 · ‎07-16-2015

Thanks that did the trick! How does the second bullet work? Doesn't that contradict the first Had Interesting Moment?

Jonathan_Ng2 · ‎07-15-2015

Hi There, Trying to find individuals in the database that have only had Opens Email Interesting Moments and no other Interesting Moments. Is that possible? I'm using a combination of Had Interesting Moment and Not Had Interesting Moments and the logic is having me running in circles. Thanks! Jonathan

Jonathan_Ng2 · ‎06-25-2015

Hi Kevin, I got the same status code for the error, but it has different activity and request id info. Did you notice that PowerBi has some additional features added to it this past week? The reporting team said it looks like the dashboard grew a bit.

Jonathan_Ng2 · ‎06-04-2015

Is anyone using, or have had success with integrating PowerBI with Marketo? We've been trying unsuccessfully to get the two to sync up. We first ran into API call limits, which we upgraded, but even after upgrading PowerBI fails during the data import phase. I've gone through the instructions multiple times, upped our API limits clear beyond what is needed, but it still isn't working. Don't understand what's going on. Any suggestions or tips?

Jonathan_Ng2 · ‎06-04-2015

We're giving PowerBI a shot, but we can't get the integration to work. We've increased our API count, but the import still fails. We can get to the point where the data attempts to load, but it then fails shortly thereafter. Do you have any tips, or ideas why it could be failing?

Jonathan_Ng2 · ‎06-02-2015

Bringing this up from the dead. How were you able to get to the Lead and Contact GUID. I'm trying to do the same with our instance and the CRM team is having difficulty pulling up the GUID and putting it into a field where I can sync to and grab it from.

Jonathan_Ng2 · ‎04-02-2015

We could use this as well. Its such a basic field operation. Also makes it so much easier to reassign leads when a person's role changes, or when there is a territory change.

Jonathan_Ng2 · ‎04-01-2015

With all the new additions to the CRM Dynamics platform and the time being spent on it now, it would be great if this feature could be rolled out with it. Our managers would find it extremely beneficial as it would be a way to reinfornce Best Bets with the Sales Teams and get our teams engaged and excited!

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Date Registered	‎10-13-2014 11:03 AM
Date Last Visited	Friday
Total Messages Posted	55
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