About Courtney_Tobe2

Courtney_Tobe2 · ‎01-08-2021

Hi! Since the use case that you're proposing below is for a series of one off email sends, I would suggest building out nested email programs underneath your webinar program so that you can leverage the full capabilities of the A/B testing available within an email program. Understanding Email Programs - Nesting You could also use Champion/Challenger in this use case, but in order for it to work, the smart campaign has to be a trigger based send, not a batch. If you set it up as a batch send, the A/B test won't work correctly. Champion/Challenger Emails Explained At the end of the Champion/Challenger test period, it will ask you to declare a winner, but you don't have to do complete this step if you aren't leveraging the same email for future sends. Hope this helps.

Courtney_Tobe2 · ‎08-20-2020

One thing to point out though is I don't think you can copy over any new fields you create in Sandbox into your production instance. We did a Marketo implementation last fall and we started with testing everything in Sandbox first. We created several net new fields in the Sandbox for testing purposes and were told by our Marketo consultant that there was not a way to push those fields into our production instance, and instead we would have to manually create them.

Courtney_Tobe2 · ‎08-12-2020

We use Bizzabo for our live event registrations (which we aren't doing much of these days). We are still using GoToWebinar for any webinar or "virtual events" that we are doing. We are currently on a plan that doesn't have the full Marketo integration capabilities and in order to get those, we would have to upgrade. Because of that, in the past I've just used Zapier to integrate the event registration data in to Marketo and that's worked pretty well. We did recently evaluate upgrading for the full Marketo integration at the beginning of the year and it seems pretty robust and is something we would probably consider as live events start to pick back up for us. We decided to keep running our virtual events and webinars on GoToWebinar because even with the Bizzabo - Marketo integration piece, Bizzabo doesn't have the full integration capabilities for webinar programs like a GoToWebinar, On24, or Cvent because it's not a native Marketo built integration.

Courtney_Tobe2 · ‎07-13-2020

Hi JLM, Great question. Nested programs are a great way to ensure that you're not sending your database the same content assets multiple times. If a member of your program clicked a link in a prior email and as a result is filtered out of the smart list of a nested program’s smart campaign, they do not move on to the next piece of content during the current cast. They will move on to the next piece of content in the stream for the following cast. If you look at the summary tab on your nested program, you'll be able to see how many people skipped the email send in your smart campaign by their program status. This article does a great job of explaining nested programs in an Engagement Program. Hope this helps!

Courtney_Tobe2 · ‎07-06-2020

We were having the same issue but Sanford's article helped us resolve it! I definitely recommend that approach.

Courtney_Tobe2 · ‎11-18-2019

Hi Grace, Thank you so much for the tip! That did the trick. I really appreciate it. Courtney

Courtney_Tobe2 · ‎11-18-2019

We are building out a COE workspace in our Marketo instance to house our best practice templates. I've imported several best practice templates into our COE workspace and I've shared the folder that they're housed in with our other workspaces. However, even though I've shared the folder, I am unable to clone any of the programs across workspaces. I am getting the below error message each time I try to clone. I've submitted a ticket with Marketo Technical Support and they're saying that it could potentially be a coding issue and a datafix might be required, but I wanted to check and see if anyone else has or is currently experiencing this issue or if there are any potential workarounds that might be worth trying. Thanks, Courtney

Courtney_Tobe2 · ‎10-15-2019

Unfortunately, it's too late in the game to make any changes at this point. We performed in-depth evaluations with our Marketo technical consultants and it was the best option for our particular use case and business requirements (even though I know it's not the ideal set up). At this point, I'm just looking for any tips/best practices from individuals who have performed a similar implementation. Thanks.

Courtney_Tobe2 · ‎10-14-2019

Hi, I'm getting ready to integrate two Salesforce Orgs into one instance of Marketo leveraging a third party Middleware platform. We selected Workato as our Middleware provider. I'm curious if anyone on here has leveraged Workato or a similar platform for this type of integration before. If so, I'd love to hear about any roadblocks or major issues that you experienced during the initial implementation that I might need to be aware of going into it. Any help, best practices or tips would be greatly appreciated! Thanks, Courtney

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Date Registered	‎08-29-2019 01:39 PM
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