Victor_Herrero
Level 4
Marketing Automation Analyst
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09-24-2020
12:23 AM
Sorry Sanford, now that I realize what I need is a "isNotEmpty()" if something like that exists. I had a lot of trouble with VTL documentation to find the correct way to say "is empty" or is null.
There are different answers here:
https://cwiki.apache.org/confluence/display/VELOCITY/VelocityNullSupport
#if ($foo == null)
foo is null
#end
I don't think this worked at all in Marketo, feels like a different version of VTL ?
https://cwiki.apache.org/confluence/display/VELOCITY/CheckingForNull
In here the approach was similar, but I think it also didn't work for me
In the official documentation I have trouble finding how to check for null
https://velocity.apache.org/engine/1.7/vtl-reference.html
and also they mention this
but you say not to use "==" so that left me quite confused
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09-01-2020
09:59 AM
Interesting. Will check that out.
In the meantime, the "Reschedule Entries" function seems to be helping simplify our scheduling needs for cloning multiple programs.
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08-11-2020
06:05 AM
@Chris_Wilcox
Yes, that could also be the case. This was discussed in the past, for reference, the response that was given starts here: https://nation.marketo.com/t5/Product-Discussions/Issue-Approved-Draft-Segmentation/m-p/49991/highlight/true#M19909
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07-28-2020
01:43 AM
Hi @giovanna
Of course getting familiar with the tool first is a must. Because as far as I know, you will need to find a workaround for this one.
The Zoom integration doesn't currently support recurring webinars, which will make your life a little harder.
In deed the best option for you will probably be to create a "tokenized gym class marketo webinar template" that you can clone over and over. You could probably do with one template per each of your 17 classes. You WILL need a new marketo program for each session though...
Tokens will make the cloning easier, but for each session you will still need to:
create / clone webinar in zoom (perhaps you will be able to skip this step if you use recurring webinars)
create / clone webinar program
connect zoom webinar with Marketo webinar program
modify all tokens (mostly dates and times - all the "variables" so to speak, that's what tokens are, the rest remains the same)
activate all campaigns
You are probably better off relying on zoom and it's internal invitation emails, at least at the beginning. And use marketo perhaps more for the sake of reporting.
But the way I see it, keep in mind that if you have 3 sessions a week of "cardio-box" you will need to do the process above 3 times a week, ideally with enough time for people to subscribe.
You may be able to not have to clone the zoom webinar each time and create a recurring series, but as i said, the integration does not support this feature, so you WILL have to clone the Marketo program each run and connect it for information on attendance to flow into Marketo.
There is a feature in Marketo that lets you import programs from a library.
Here is some documentation on it: https://docs.marketo.com/display/public/DOCS/Import+a+Program#ImportaProgram-IdentifyPre-BuiltProgramsintheMarketoProgramLibrary
I haven't used it extensively, but could be a good starting point for your templates, especially if you are not too familiar.
Just keep in Mind tokens and tokenized programs are kind of advanced and will require some testing until you feel comfortable with it.
I hope this helps...
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07-21-2020
10:02 PM
Thank you.
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07-14-2020
02:17 AM
If I understand correctly what you are trying to achieve, the only method known to me would be to have a clone of the engagement stream that follows an alternate cadence and also starts at the email you want them to receive next (plus the rest of the emails they would have gotten in the original engagement stream).
Perhaps a little less unelegant could be to add them to an alternate stream inside the same engagement program (for your sanity) that does the same: send the next item in queue and restart the casts to maintain cadence.
Or perhaps combine that with a set of smart campaigns that remove people from the stream, send the email they should receive keeping the cadence, then add them back in for the next cast. They should receive the next item for which they are not a member yet.
This behavior would need to be triggered as part of the logic in the previous piece of content (the one they are not a member of at the time of the cast), since I think when you are a member, the engagement stream doesn't trigger anything at all.
As far as I know Marketo never fixed this "miss-cast" when using nested programs. The only way is to not use nested programs and use email assets instead. Or the very unelegant and unmaintainable solution I mention above.
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07-14-2020
12:21 AM
I have been able to confirm the following constraints:
Web Form Fillout
Web Service API
Marketo Flow Action (not entirely sure if actual smart campaigns are under this umbrella, but automatic processing of segment placing is)
sfdc
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07-08-2020
05:18 AM
It feels to me like what Marketo is really missing here (and in similar scenarios) is a way to stop a trigger or some way to signal that a campaign has finished processing.
This would be really powerful to chain processes together. For instance something similar to "webhook was called" but more like "webhook was called AND it finished, returning this result" or at least that it wen't through all flow steps in the requested campaign.
This could be dangerous if there is an error in the campaign and it never responds back... but I'm not sure that happens a lot and probably there could be some sort of time-out option.
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07-07-2020
08:50 AM
Actually I just found out my problem: something wrong with one of the tokens in subject or body
Your case is probably diffrent since you can't see any results at all (that is a snapshot of my results tab)
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07-03-2020
01:28 AM
1 Like
Hi,
You can click where highlighted
Then find the "Smart list" tab. Inside it, use "Member of Smart List" as filter like below and choose your list from the drop down
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06-29-2020
01:25 AM
Hi @haliddelkic ,
Thanks for your reply.
What we currently have in place is a validation rule on the contact object.
I thought this might be better, but it generates a sync backlog. When Marketo tries to update their name or email, the record is blocked completely from then on. I think updates from Salesforce to Marketo still make it, but no further updates from Marketo to Salesforce make it through (for instance, score updates).
Removing the edit permissions from the sync user creates a backlog. This one I learned the hard way.
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06-26-2020
01:14 AM
In fact, recently I have noticed a new feature in Marketo: https://docs.marketo.com/display/public/DOCS/Program+Member+Custom+Fields
Custom fields for programs, which are probably a better choice than adding the field to the Person record, if the information is strictly tied to one campaign (program).
I see there are some important limitations like these fields not being available for tokens (probably a good idea is to use them strictly for operational information or reporting and not for any customer facing information that you may want to share with them).
I have to be honest, I haven't used them myself yet, but they do seem a good option for storing program specific information, like score attained from the program itself for every record in it.
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06-25-2020
01:27 AM
Hi @Itay_Billet4
I'm looking for a similar thing - I want the Salesforce activity detail to be passed onto a specific field for that, so that when there are errors I can actually pull a report on people who have them and even analyze the information. @Dan_Stevens_ is this something that can be done with the method you propose? Trigger tokens? I'm not sure exactly what you mean since for me that means email scripting and script tokens or simply regular tokens based on existing fields but used in triggered campaigns.
To perhaps answer your (old by now) question, @Itay_Billet4 , an alternative is to play around with Drift's sync options and sync to both CRMs, but choose to sync the lead only to Marketo and the activities only to Salesforce. Drift will lookup the lead record in Salesforce (it will attempt several times after the conversation is closed) and attach the activity to it once it finally syncs and is found. This new activity on the Salesforce record will then sync to Marketo some minutes later.
In Salesforce conversations look better, more user friendly. But iirc conversation tags (which are super helpful for logic in Marketo) are only available on the Marketo custom activities. Here is what it looks like for us:
We get double entries for meetings booked and conversations in Marketo, but that is fine. This was because of the conversation tags that I can only see and use in Marketo through the Marketo integration (and to be on the safe side) and at the same time wanting sales reps to be able to see their Drift conversations in Salesforce.
When the conversation is logged in Salesforce it is also synced to Marketo but it is missing the tags.
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06-19-2020
10:27 AM
1 Like
is there a way to map the whole response to a field?
Only if you use a webhook aggregator. A couple of my recent blog posts discuss that approach.
The change data value token looks like this:
[{{system.dateTime}}] Delivery failed | {{lead.SMS History (Mkto):default=edit me}}
Which results in a story field with concatenated entries like these:
I'm wondering what happens if you keep doing this and reach the field's character limit...
It just wouldn't update anymore (the text would be truncated).
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06-18-2020
12:46 AM
Hi @Diana_Watts3 ,
The reply I got from them was that Marketo simply received several requests from the client side and just processed them normally. It just so happens that the requests all had an identical timestamp.
That explains why the automatic dedupe rule was unable to catch the duplicates: 15 checks fired at the same time, but no record was on database at the time the checks were made, so 15 identical copies were flagged as OK and pushed into the CRM.
To me it sounds like there is some room for improvement there ...
How the real person was able to make that many legit form submissions is also unclear... one hypothesis has been a slow connection or some front-end problem led the persons to click on submit several times. Not sure how it's possible for someone to click 15 times in one second, so probably a slow connection or some other hiccup queued the submissions and sent them all through at once? Maybe a bot?
I don't know enough to understand. @SanfordWhiteman maybe you have come across something like this and have an idea of how it might happen? All our cases were LATAM or South Africa, so maybe infrastructure played a role? I also don't want to make assumptions about that really.
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06-05-2020
08:54 AM
@SanfordWhiteman and @Phillip_Wild ,
Thanks for your responses. It's good to know we could perhaps build a two-way SMS service (maybe even some form of reporting) using Zapier if we can't get a developer to build it. But I was also thinking that the volume of calls may make it a worse investment than getting an in-house solution developed.
Great insights!
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06-05-2020
02:10 AM
Hi @Rachit_Puri2 ,
I am experiencing something very similar, also very high numbers, right now record at 15 copies. Did you figure out what it was?
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05-19-2020
09:28 PM
2 Likes
No tips on keeping centralised documentation really beyond the obvious - make it accessible to everyone, put it in a central place, etc etc.
I've become much better at this, but not everyone reads the documentation...you can only do so much.
We are in a lucky position is that all comms are centralised and come from a team that is in the same office. So miscommunications in terms of process are minimised a bit, but that's not really due to anything I've done 🙂
Happy to look at any other examples that you have, however it does sound like you know what you are doing so unsure how much additional value I could add.
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05-19-2020
05:53 PM
1 Like
See the 2020 Update!
Since this is an old post, and @Amy_Goldfine wrote up a new post I wanted to get this out there for people to reference!
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05-05-2020
09:51 AM
1 Like
{{my.contentVariations}} - contains &varA_EN, &varB_EN, &varA_ES and &varB_ES of the content (probably also a default value).
{{my.emailBody_EN}} - contains {{my.contentVariations}} and a code that based on some criteria references &varA_EN or $varB_EN
{{my.emailBody_ES}} - contains {{my.contentVariations}} and a code that based on some criteria references &varA_ES or $varB_ES
...
Then you would need an email containing {{my.contentVariations}} whose body is another script, similar to a switch in javascript, where the cases are your preferred language, and for each case you serve a different {{my.emailBody_**}}. Is that more or less the direction? What you meant with adding levels of dynamism by referencing tokens inside tokens?
You don't put the {{my.token}} itself inside another token.
It's the variables that are shared across tokens.
So you include the {{my.tokens}} one after the other, and then each subsequent token can access all the vars defined in earlier tokens.
When done properly you end up with
{{my.Global Config}} (this top-level token is for global settings, not "data" per se but things like field mappings & friendly names)
{{my.Local Config}} (lower Program-level token, where you may overwrite the Global settings if necessary)
{{my.Localized Content}} (defines the locale-specific content, no output}}
{{my.Content Chooser}} (the code that determines which content to output}}
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05-05-2020
03:02 AM
I was researching on this topic, as we are facing this issue with contact information, for example: email.
In our case, we want to ensure that for as long as someone doesn't have a proper account with us (in a separate system, let's call it "Compliance System"), we want them to be able to update their email address through form submission etc.
Typically, after they are converted, they have an account in our "Compliance System", which only pushes updates to Salesforce.
When that is the case, they can change their email address there and it syncs to SFDC, then to Marketo.
The problem we are trying to solve is Marketo updating contact info on every form submission because that makes Salesforce and our Compliance system to step out of sync (the info only flows down from Compliance System).
It seems like the only suggestions / creative workarounds are:
to use proxy fields (so, "proxyEmail") and let a smart campaign push that value to "Email" on every update of "proxyEmail", as long as the record is not a Contact in Salesforce yet. I read about it here as well: https://nation.marketo.com/t5/Product-Discussions/Blocking-field-updates-depending-on-record-based-criteria/m-p/28978/highlight/true#M2306
to block the Email field from updates from form fill outs (potentially list uploads and maybe API as well)
Our current solution has been to block Marketo sync from updating a specific record type's contact fields (and this is probably causing a sync backlog).
The first solution would give us the required precision, but It means a complete refactoring (need to replace all contact fields with proxy fields in all integrations and more than a 100 forms)
The second solution is too generic (until someone is a contact it would be ok for them to update their phone and email, in case they gave junk email address / fake information initially), but also the simplest. We also have two record types for two types of customers and we may not want to apply this for both...
Are there any other options out there? Is there a way to block or stop changes of fields in Salesforce without Marketo categorizing it as a sync failure and creating a sync backlog? Maybe silently ignore the update?
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04-30-2020
05:46 AM
1 Like
Yes, it seems we will just launch and test whenever. Launch early rather than late to collect enough volume of information and then later on try to find the right thresholds for the model and also if there is a good correlation between high scores and conversion. Later still, we may perform a test where in one of our markets, one office will prioritize by scoring and the other will work as control group. We'll see how it goes 🙂 Thank you for your responses
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03-13-2020
03:01 PM
Hi Sanford, Your answers are always so helpful. We've been knocking about with this, unsuccessfully, and are hopeful that you might get pinged from this old thread if we follow up to your solution. We are also very hopeful that you would be willing to toss a little advice our way on the matter. 😉 We can get it working just fine with the URL parameter method, but we definitely want the value of the GCLID on the cookie, so we attribute in case someone comes back and eventually submits the form. We believe we've set everything up correctly with the form for the cookie tracking on the hidden field, and are at a complete loss why the GCLID won't pass to Marketo. It never shows up on the person record. Any ideas at all are more than welcome.
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02-06-2020
11:09 AM
09-27-2019
02:50 AM
I have been investigating the possibility of scripting a series of modifications to ALL forms on the instance. Once possible scenario is a field that needs to be added to all forms (GDPR, GCLID, ...) This method let's you "upload a config file" to a form field: https://developers.marketo.com/rest-api/endpoint-reference/asset-endpoint-reference/#!/Form_Fields/updateFormFieldUsingP… In the GCLID scenario though, it's not enough to just set the field type to hidden, you also need to set where to get the value from and the parameter name. However, it seems these two settings are not possible via REST API? Has anybody managed this or found a workaround? Thanks in advance!
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05-03-2019
02:06 AM
You are right! I thought that this would only show campaigns when the field was used in the filter, but I just tested and even if the field is only used in the flow steps as "change data value", it will also show in the list. Shame it can't be exported... But it definitely helps! Thank you!
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01-14-2019
08:29 AM
I would care about all forms, but i can settle for the ones that have been filled out where phone number is not empty. That might solve the issue with decent accuracy. I'll explore that bulk API call then, and try to further refine with "phone number is not empty" Thanks a lot!
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12-21-2018
11:28 AM
1 Like
What I understood from what you say is that although smart lists and flow steps in smart campaigns look like "if so, then do that" instructions (so basic if statements) they are actually used as variables and rules inside the Marketo backend, meaning that no code is really generated and if we were to look at any it would have to be Marketo's own and how it works with our input. Correct. It's called a rules engine and you can Google for lots of different design approaches. Also learn about DSLs as they are closely linked (DSL = business-specific dialect for declaring and saving rules, engine = app that understands the DSL).
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12-17-2018
02:52 AM
Hi Victor Herrero, Sure. Glad your query was resolved. Happy to help Best Always, Karan Hari
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12-10-2018
12:43 AM
Sanford, thank you very much for your lessons I feel like these discussions are the ones that generate a deeper understanding of the tool. I appreciate it.
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