Victor_Herrero

Hi @Grégoire_Miche2,   Thank you for your great insights and help on this topic. I have recently joined a team where the first task for me was to look into a situation where the team is experiencing a great spike in MQL numbers in batches at a similar time. Basis my investigation, I found the leads were recently created in Marketo with the source of Salesforce.com but these leads have an old lead history in SFDC. This situation implies that these leads were deleted from Marketo only and not from SFDC. However, I am not sure that my team followed the process correctly to delete the leads in Marketo only but I want to know why these leads are getting created now suddenly and from SFDC, we cannot see a major change in their respective activities. Can you please help me in this case and let me know what might be the issue of these leads syncing back suddenly? ... View more

Would it be possible to run some kind of trigger that would populate the field of all records with the month, day, and current year (birthday)?  Ideally, this would happen on a custom object. Not seeing why you‘d want a Custom Object to store the anniversary of a field (Date of Birth) that itself is a flat field on a person. In any case there’s no way to update COs from flows.   You’ll find a couple of options here: https://nation.marketo.com/t5/product-discussions/building-a-birthday-anniversary-email-without-using-wait-step-gt/m-p/321037 ... View more

Question - should the "Remove from Flow" step be "If WAS sent email->This campaign" Then those that were not would continue down the flow, hit the wait step, and then get the resend. ... View more

Hi Beth,    Thanks for your help.  That particular incident turned out to be our own fault.  We had an archived triggered campaign we weren't aware of messing with our process and it made the executable campaign look like the problem.  I have not used them since so I can't really say much for now 🙂     I have noticed that they don't run if there are errors and one very cool feature of them is that the activity log will explicitly say if someone qualified or not when it tried to execute, makes troubleshooting easier.  Request campaign is not explicit, so there could be other things going on that explain why something didn't happen.  ... View more

1. I have 2 streams. The first one has 3 emails. I have done all those and transitted qualified people to stream 2.  Now I have one additional email for stream 1, and I want to move those people in stream 2 back to stream 1 to receive that single one email. Is it okay to change the stream directly?    2. In another case, I used campaigns to send a bulk of leads for 3 emails, set them as members of the engagement program but not in the stream, will they receive the same emails again when I move them into the stream later (for data counting)? ... View more

I stumbled upon this idea while trying to find something else and just wanted to let everyone here know that this feature exists.  If you go to the field > Click on "Field Actions" > Export Used By.   Hope this helps everyone on this thread and everyone who up voted. Hanna ... View more

Hi @Shweta_Hegde ,    If you are also specifically working with Drift custom activities, my reply before should help.  Otherwise, it seems like Marketo does not support passing custom activities onto a field.    If it's some other sort of custom integration that you are working with in your situation, there could be a solution that involves creating the needed field in Salesforce so that it becomes available in Marketo, then, in the same integration that creates the custom activity, use the lead update endpoint to also populate a record's field with the custom activity's value you are interested in.    I'm not a developer so I can't be more detailed here, sorry.  ... View more

Hey Victor! I mentioned scoring in the spirit of ensuring people that need follow up from sales, get passed to that team, so it's more broadly focusing on key buyer journey processes. If you use a traditional lifecycle process, MQL could be that key element there.    As for the webinar error, we actually have our own alert process in Marketo. This sends an alert email to myself - the trigger listens for Program Status Changed = Registration Error and the email uses the {{trigger.name}} token so the program that caused the error is identified in the email.      ... View more

Hi Sarah,   As Sanford mentions you cannot do this in Marketo alone using webhooks.   As @Phillip_Wild  mentioned you can build an SMS responder using Zapier.   https://theworkflowpro.com/2-way-sms-marketo/   The post above will show you how to  Parse the inbound SMS for keywords and choose an appropriate response Send the SMS response to the customer and optional alerts to your team Set the person's SMS subscription field in Marketo to TRUE or FALSE if the "STOP" or "START" keywords are present You can easily modify this SMS responder Zap (i.e. the update lead action in Step 9) to store the inbound SMS message in a deep text field on the lead.   In terms of Sanford's points about millions of invocations to Zapier we barely get any responses when we use this 2 way SMS responder zap to support the SMS we send out for webinar confirmations and webinars (https://theworkflowpro.com/marketo-sms-integration/ ) so I do not think this will be a issue unless you are receiving thousands of SMS responses a day.   Happy to help out with the Zap if you have questions! ... View more

Just to provide people with another vendor option for SMS I recently published a blog on the Marketo forum that shows how to use webhooks to integrate with the Telnyx SMS API:    https://theworkflowpro.com/marketo-text-messaging/     @Victor_Herrero I saw your later comments about wanting to do number lookup, response mapping, and use tokens to populate the SMS message.   This blog post shows how to do a number lookup (for free!) with webhooks and map the response variables to Marketo fields: https://theworkflowpro.com/marketo-data-enrichment/   This blog post shows how to use the {{campaign.description}} token in the SMS webhook so that you can change the SMS message from smart campaign to smart campaign and still use a single webhook: https://theworkflowpro.com/marketo-sms-integration/ I hope these posts are helpful. If there are any questions let me know.   Full disclosure I am a Telnyx employee. I have been using Marketo for close to 2 years now and got tired of seeing all these Twilio posts so I wanted to balance the scales and let people know that there are other options out there. ... View more

@robhyland regarding this thread, I think Marketo's next quarterly release will include a new super interesting flow step called "execute campaign" which differs from request campaign in precisely that it will finish executing the campaign before moving on to the next flow step.  Perhaps it will be useful for you, it certainly will be for me 🙂 ... View more

This is exactly what I am trying to do! But I am so confused. Can someone send a sample of the code that needs to be edited? And where to access the code in the form? I am very new to Marketo.  ... View more

I will certainly try that then, since I think our email script is not the right place to fix this problem. We should certainly fix at the source, and I can leave that replacement out of the code, it will be cleaner and clearer.    Thank you!  ... View more

Through API I get null, the interface says one thing, Salesforce validation says another, activity submission another totally different... how is this possible? What can be trusted? I know Marketo has some sort of cache system and you can't trust 100% of what the interface shows or the results of a smart list, but API queries are also not to be trusted?   I don't think the SL cache is coming into play at all here. And the API call is reading committed data from the database.   What happens if you deliberately pass that (negative) epoch time? Set the field as Text on the form instead of Date, so you don't get filtered through the datepicker & input validation.     ... View more

This is all great information, thank you everyone. I'm going to dig into this a bit more. I'll update the thread with additional questions as I get to them.  ... View more

ANY, ALL and ADVANCED are settings that apply to the filters (the green entries) only, like @SanfordWhiteman  said. All triggers (the orange entries) become valid ways to start the workflow (the steps or actions on the "Flow" tab).    Be careful when using several triggers in a workflow and make sure that you have enough filters to address each trigger, so that you cover the right combinations of data states for which you want things to happen, or at least have the setting "leads can only flow once" through the smart campaign.    Otherwise you risk triggering the action several times for the same lead, if the lead takes actions that make it qualify for some or all 5 triggers. Of course if that is what you are after and know what you are doing, you are good 🙂 ... View more

Hi @Matthew ,    To begin with, maybe this article will solve some of your questions: https://nation.marketo.com/t5/Knowledgebase/Marketo-Activities-Data-Retention-Policy/ta-p/251480.  Depending on the information in particular, it's stored from 90 days (high volume activities like emails sent, visits to web pages etc.), to 25 months (low volume activities like email bounces or being added to an opportunity).    Information about people who unsubscribed from your emails is kept separately and for longer, not sure exactly how long. This is called "durable unsubscribe", you can read a bit on it here: https://docs.marketo.com/display/public/DOCS/Durable+Unsubscribe     I agree with @SanfordWhiteman/. To better answer your question we would need more detail around what you mean with "uploading" and "clearing".    With "uploading" do you refer to import a list of records / persons to the database? These stay on your database until you contract with Marketo ends or you delete them. Now, there is a difference between emptying a list (=clearing) and deleting records (=delete person).    Below is a screenshot of a static list view where I selected three records. Notice how I highlighted "delete person" in red and "remove from list" in yellow. Keep in mind that deleting cannot be reverted, while clearing can be reverted. When you delete records, if any of them unsubscribed, they will be deleted from Marketo (and optionally, your main CRM if you choose to), but a record of their email address and the fact they unsubscribed will still be kept somewhere in Marketo's servers.  This is to prevent that people who unsubscribed, and get deleted for whatever reason, are emailed again by mistake if they enter your system again (i.e. they change their mind and resusbcribe or a sales rep adds them manually again).    ... View more

You can fight and fight to reverse-engineer the right payloads here, and for very little payoff.   I recommend instead you inject a Rich Text Area, have that RTA load a single external JS file, and have that JS file manage all your form behaviors via the standard Forms JS API. ... View more

Thanks!  OK, SOQL not an option and VTL and Smart Lists have the same reach.    I'll try to be a bit more specific then:  Guests and Hosts are both opportunities at this point, but they have a different record type. We have another object now (the Relationship) for which two rows are generated, to denote the relationship of the Guest with the Host and the Host with the Guest. Both these rows contain the Account ID of both the Guest and the Host. Perhaps a diagram will be necessary.    Now what would need to be done is: In each host list should contain only the hosts with a Guest of type A or type B, which is determined by a value on a field on the opportunity (but not the record type).  How I think one would go about this in Salesforce is: get the Guest account ID from the relationship, search for that account, search for the corresponding opportunity, then see the type. If type = A, then add to list, otherwise don't. Same approach for a list of Hosts with Guests of type B.    ... View more

Hi @Grégoire_Miche2 ,   Can you elaborate on this? I think it may be related to something we are trying to solve.  I am currently struggling with the following problem: Our business operates with two types of customers (Hosts and Guests) and our business model is about matching them for a cultural exchange. We want to send a communication to Hosts in a specific opportunity stage (we call it Finalled), but we want to segment this communication depending on an attribute from their Guest: their type (which can be say "A" or "B") In Salesforce this could easily be solved with a query, but in Marketo I haven't found a way to Create a smart list like this:  Finalled Hosts whose Guest is of type A.  This would mean querying a related object in Salesforce and I haven't figured out how to do this in Marketo.    I was exploring the possibility to use SOQL in Velocity (but haven't found an answer yet). If this were possible, maybe I could just create one email with a script token that outputs different text depending on the guest type.    ... View more

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 ... View more

Interesting. Will check that out.    In the meantime, the "Reschedule Entries" function seems to be helping simplify our scheduling needs for cloning multiple programs.  ... View more

@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 ... View more

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...    ... View more

Thank you. ... View more

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 ... View more

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)   ... View more