David_Desrosie2

David_Desrosie2 · ‎10-25-2019

(Disclosure: I work on the Jeto product team) I can definitely see a big benefit of doing this and avoid duplicate entries. Some webhook/API integration seems to be the right way to go. We have plans to add webhook capabilities to Jeto in the (very) near future, so that campaign creation in Jeto can not only create a Marketo program but also pass campaign details to other apps such as pm tools, google calendar, etc. This eventually opens the door to tapping into ipaas platforms such as zapier and ifttt and access even more prebuilt connectors. We also use liquid planner internally. It’s very flexible and and I was told the API is solid. I’d be more than happy to discuss into more details offline. The person on our dev team who worked on LP API integration is on PTO but i’m sure he would be happy to share his thoughts on it as well.

David_Desrosie2 · ‎10-31-2018

Hi Ella, I think the discrepancy is due to what's described in Email Performance Report & Analytics (Using new program/email for each send) – Welcome to the Digesto community! Your 2% benchmark is probably wrong (which is a good news in some way ). This is due to Digesto resending the same email over and over, which skews the metrics. There is an entire discussion on the community about that - in a nutshell - a lead opening the same email twice will never count as a 2 opens. So your 2% only reflects first time Newsletter Opens. We've released an improvement 2 years ago that fixes this issue, by starting each send from a new email, your account was created prior to that and it has not been activated. Feel free to connect with our support and we'll be happy to help you turn this on in your account.

David_Desrosie2 · ‎09-26-2018

Thanks Gerard. Yes it's the same couple instances repeatedly affected. I'm also familiar with Error Handling. But my hands are tied: 1- The job is executed despite 604 error from Marketo; so exponential backoff would cause a duplicate job. 2- I can't further split as this is related to a campaign schedule - not batch import/update. I'll continue to work with support to check on performance and see if we can add more resources...

David_Desrosie2 · ‎09-24-2018

I've seen quite a couple 604 (request timed out) errors since early September. They're coming from REST API calls. It seems to affect just a couple instances among a large volume, but it's all started early September and it's been repeated. It's also inconsistent. We're working our way through this with the help of Support team across various tickets, but I was curious to see if other users are observing the same?

David_Desrosie2 · ‎07-17-2018

My general best practices would be: - As Sanford mentioned, its critical to verify that person to highly qualified before being given any access. - Setup a role and related permissions that will give access to only what is needed. Even Read Only has more granular options. At the role level (permissions) and at the user level (workspaces). Ex: If all that person needs is to read assets, then give RO on assets only. - Setup a separate user. You need this to report on specific source of API activity (and see who might be eating all your API calls!). - Use user expiration if applicable. I.e. if all you are doing is data cleaning via API and that person needs only access for a couple weeks, then set an expiration date on his user. - Compliance: If they give access to lead data, that might be a red flag for GDPR compliance as this custom solution will be considered as "data processor". Then...that's another topic altogether I guess! Cheers, David

David_Desrosie2 · ‎03-28-2018

There is currently a 5 minutes delay on the API call to remotely Schedule a Campaign. This is adding more time for our application users to have the ability to test out their Email. Would love to see this buffer removed or at least reduced if at all possible.

David_Desrosie2 · ‎07-10-2017

Hi Marcie. Did you decide to go ahead with automated blog email solution? Either way I just wanted to let you know that we have a new plan available where you pay only for what you use (no minimum monthly cost). You can check Plans and Pricing | Digesto for details. Disclaimer: I work for Perkuto, the makers of Digesto David

David_Desrosie2 · ‎07-10-2017

Hi Josh and Halid, just want to make sure this is updated with most recent info: the issue with reporting has been addressed in Digesto. We now use a new program/email for each send. It was released last spring and is now the default method. Best, David

David_Desrosie2 · ‎05-03-2017

New thread here: Leads failing to qualify for triggers

David_Desrosie2 · ‎05-03-2017

Observing the same on form fill trigger tonight...Anyone else?

David_Desrosie2 · ‎03-30-2016

A P1 Alert is currently posted in the Support Home Page - This may explain your issue. UPDATE: RESOLVED--P1 Alert: Delays in SFDC sync UPDATE: This problem should now be resolved. The core issue has been identified and a patch was deployed late last night. Some customers are reporting delays in their sync cycles with SFDC. Preliminary triage indicates it is only affecting customers with large numbers of Accounts needing sync. Our Engineering team is actively working on this now. The SFDC sync will continue and no data will be lost. Updates will be posted as soon as possible

David_Desrosie2 · ‎03-30-2016

I think it makes a lot of sense to have the email signature block consistently included in your email templates. It's a great opportunity to standardize your brand experience. The questions to me is more to make sure it reflects your brand at it's best and provide a good user experience across devices. A few things to consider: Work out the design as if it was a marketing campaign - it will be seen over and over again. I think an employee will send something like 40 emails per day in average... Keep it short and stick to the essential. Dont put email address in there (obviously). Forget fax number, unless it's still very commonly used in your industry. Although I would definitely use it to promote your website or newsletter and add (just a few important) social links Align to spam laws : Ex: in canada you need to provide full physical address. Avoid coloured, large or non standard fonts. Don't make is flashy - personalized email have somethimes been proven to have better open/ctr rates so it should not look like a billboard. Optimize the HTML for mobile and test across multiple email clients (Ex: Litmus is a good tool to help with that) Make it consistent across all employees - so they also use it in their own email clients and provide guidance/instruction to help adopt it. Also make sure no one adds the corporate image directly - it will create an attachment. Host it on your server call it in your html. Hope this helps, David

David_Desrosie2 · ‎03-11-2016

Thanks Kenny, My challenge here is that we have an email being sent out repeatedly. The send job is automatically scheduled from an external app using scheduleCampaign API. Considering that a Marketo email won't track metrics if sent multiple times to the same leads (see this thread for details: https://nation.marketo.com/thread/22233), The Email performance report does not populate valid stats. I'm planning on using API to get a new email created each time - which would solve the performance statistics issue, but the campaign has the old email in the flowstep. I thought of using a my.token for the email name (that I can Update with API) and refer to it in the Send email flowstep, but it seems like it's not quite legal... If you have an alternative to suggest, I'd be more than happy to hear it! Thanks, David

David_Desrosie2 · ‎03-09-2016

I'd like to update the name of the assed in a 'Send Email" campaign flow through API. Is that feasible?

David_Desrosie2 · ‎02-08-2016

Just noticed that lead promotion and smart campaign piece was with "Post Winter Q1 Release – Staggered Release" and will take months to complete. Thanks

David_Desrosie2 · ‎02-08-2016

It this feature delayed? Just asking since it was planned for Feb 3-5th and I still see anonymous lead in my smart campaigns results.

David_Desrosie2 · ‎02-08-2016

If I got this right, considering that campaigns using web activity as a trigger will now, for anonymous leads, be executed at the moment of the lead becoming known; It sounds to me like you gained the ability to get the recent web activity (within 90 days pruning period) as part of Interesting moments for anonymous leads - which was not possible before.

David_Desrosie2 · ‎02-03-2016

Sorry for deleting my initial post - Just realized I was initially logged under an anonymous account... Hi Ken, I heard that campaign using date tokens can only be used with triggered campaigns, which may explain the error message. I'd like to suggest another way to achieve this using a simpIe smart campaign - I ran a small test and it worked great, but make sure to test too! Smartlist: Date of Birth is "In Future" X days (you can use 0 days to get it to go out on the birthday date Flow: Send Email Schedule: Recurring on a daily basis Go through Flow: Run each lead through the campaign flow: once every 12 months Best, David

David_Desrosie2 · ‎12-23-2015

Greg, Thanks for your support an for sharing these links. I also want emphasize that this can turn into a serious money pit considering missed qualified leads, bad analytics and extensive hours of troubleshooting - could all be saved if given the right levers for us to work with. On Wed, Dec 23, 2015 at 6:44 PM, Grégoire Michel <

David_Desrosie2 · ‎12-23-2015

Hi, I have had a lot of sync issues to deal with recently I realized it's very difficult to isolate and troubleshoot the leads that failed to sync. I think having a field that indicates Marketo of the date of the last successful SFDC sync would be of great help. My use case is that some clients encounter situation where campaign sync errors or lead sync errors happen and blocks the leads from synching. Despite all our joint efforts with the CRM team it's not something we could completely avoid, but rather keep under control. Currently the only way we have to visualize these leads is to go to notifications and investigate each leads separately, and fix them manually. My idea is to have a field that indicates "Last SFDC Sync" Date stamp to help isolate these leads. This would allow me to combine various smartlist filters for reporting, to run batch action flows, and would really facilitate the investigation of potential sync issues. Example Use Case: Pull MRK Qualified Leads that where not properly pushed to sales to send for data quality control staff to investigate. Smartlist: Logics: 1 AND 2 Filters: 1 - Data Value Changed Add Constraint / Attribute: Lead Status New Value = MRK Qualified Date of Activity: in past 24 hours 2- Not Data Value Changed Add Constraint / Attribute: Last SFDC Sync Date Date of Activity: in past 24 hours Once we have that in hand we could event leverage that to make batch updates and backfilling. I hope this idea takes off. David

David_Desrosie2 · ‎12-17-2015

There is already a lot of limitations with Anonymous leads and I was hoping that Marketo would move forward to closing the gap with analytics and ad technologies that rely a lot on these leads to get closer to the "full picture". I find this disappointing. Also I see a lot of cases where passing a lead retroactively in a smart campaign is a bad idea. A lot of what we do is time sensitive Ex: Interesting Moments, Scoring, Data Updates and should not be triggered if it's not immediately dealt with. My other concern is that the date stamps associated with campaign membership and potentially program status (if it's part of that campaign flow) will also be decayed vs their "real" time and will also skew reporting that relies on the membership or status update timing...

David_Desrosie2 · ‎12-07-2015

Great article! I would add 2 more that I have experienced: - Assigning SFDC Leads to an inactive user or owner of a higher hierarchy: this will cause the lead to be hidden from Marketo sync user and will start trowing these "Insufficient Privileges on Cross- Reference Entity" and cause lead and campaign sync discrepancies + plug your notifications with false positive sync errors. - Basic, but not to forget - Delete Marketo Leads when it's deleted in SFDC: Marketo needs a smart campaign to delete leads when it's deleted in SFDC. So if you want both systems in sync you will need a campaign with trigger: leads is deleted from SFDC; flow= delete lead.

David_Desrosie2 · ‎12-07-2015

Is there a way to visualize Marketo Ideas in a way that most poplar Ideas appear on top? Thanks

David_Desrosie2 · ‎11-26-2015

+1 for me too!

David_Desrosie2 · ‎11-13-2015

Hi Jessica, I hope you don't mind I deleted my initial reply - I was initially logged in with my sandbox user... Disclosure - I work on the Digesto product at Perkuto and I think this article will help explain your stats discrepancies: http://community.perkuto.com/knowledgebase/articles/323845-known-limitations Here is the community thread that outlines the "multiple email send" limitation: https://nation.marketo.com/thread/22233 if you decide to give it a try, I'd love to hear your feedback on the suggested workaround using lead performance report with custom columns... Best, David

David_Desrosie2 · ‎10-16-2015

I ran into the same limitation lately and had to set the name of the asset (we where using utm_content param) manually into each link...And that was painfull. I like Juan's Idea, but it cannot be applied to our project since we use engagement programs where there is no such "campaign" that we can rename. Please vote for this idea to integrate UTM parameters

David_Desrosie2 · ‎10-15-2015

Good to know. I noticed that when using schedule token, the content parsed into tokens is only available temporarily then reset to it's original value (I think after the campaign has ran) - Can you confirm if with Create Token, the values will be persistent?

David_Desrosie2 · ‎10-08-2015

And yes as Sanford mentionned, on high traffic sites, this can become a bit heavy to process...Haven't seen a difference since using it on on my end.

David_Desrosie2 · ‎10-08-2015

Hi Joe, I hope you don' mind If I update my answer - I did not initially get the part about form fill-out... I have 3 options that come to mind. #3 is my preferred method... 1) You do have the option to grab the referrer by using a javascript that will put it in a hidden field in your Marketo form. Here is an article about it: Re: Referrer Parameter 2) There is also a method to capture URL parameters from cookie value. Documented method does not actually grab the entire referrer, but rather some URL parameters, but I don't see a reason why it would not work for the entire referrer with a few tweaks to the script. (If you chose that option let me know we have an updated version of this script that I can share. Get URL Parameters via JavaScript on a Marketo Landing Page 3) My preferred option is to capture it at the visit no code required. I have a similar campaign currently running. You can do this using a smart campaign that triggers on visits to any web page and then stamp the referrer using the {{trigger.Referrer}} token in a dedicated custom field. I also filter out internal traffic using domain is not perkuto.com (our own domain) Here is what it looks like. First, Capture the Referrer on Page Visit Then, you can , upon form fillout, pull the value that you just stored in the last referrer field as the last referrer for this specific form fill-out. Other related resources: Set a Hidden Form Field Value - Marketo Docs - Product Docs

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