About Steve_Carlton

Steve_Carlton · ‎01-16-2019

Just wanted to say thank you! This saved hours of work!

Steve_Carlton · ‎04-02-2018

That's a fair statement. As a person that manages about 40 different forms distributed through many pages on our 4 websites, this would be a nightmare for me to track down every form and make sure they were updated. It seems much easier to simply make this the first step in a Fills out Form smart campaign and on the off chance the sync happens before the campaign runs it should be updated for the next sync, no?

Steve_Carlton · ‎04-02-2018

I agree, I would prefer to do it with a Smart Campaign since it would be easier if the company name format ever needed to change. Sanford's solution is a good one, but would require manual updates to each form page.

Steve_Carlton · ‎06-07-2017

Thanks Sanford. Can you please elaborate on one thing? Since I am using a Marketo landing page I am assuming to use the Forms API I will need to add it as an HTML element (rather than a Form element) and then would I use .addHiddenFields(values) in the API to add the field and set the value?

Steve_Carlton · ‎06-07-2017

Hey everyone, I am currently adding a subscription management form using a landing page and we would like to only display some list selections if the person is a customer (for instance, system status alerts and partner communications). An example of the form is below, would love some opinions on how to tackle it. I've tried using Visibility Rules but cannot filter on any helpful fields since they are system managed. We do have RTP, so one option I suppose is to redirect the lead or customer to a different landing page at load. But is there a way to replace/update the form on the same page using RTP? Any other ideas? Thanks in advance!

Steve_Carlton · ‎04-18-2017

Got a weird one that I would love some help on. We have an attribution program running that tracks the lead's Recent Source which is updated on each web visit. For this example the lead's Recent Source was set to "Organic Search". The lead visited the site and Recent Source immediately updated to "Organic Search". The filled out a form fairly quickly (within a minute of visiting the site) and an alert email from Marketo was sent to us after a 2 minute wait step. The issue is that the alert email displayed a previous Recent Source rather than the source that was set 3 minutes prior. I've reviewed the activity log for the lead and everything seems to be working properly other than the email showing the old data. Is there some sort of delay when using the "Change Data" flow step that might cause this?

Steve_Carlton · ‎02-07-2017

You're welcome. We tend to have polar opposites, some smaller shows might only bring us 5 leads with one rep attending, other shows may bring us 200 leads with 8 reps attending. I don't want iCapture to hold them back in the booth so I'd say if I expect more than 8-10 leads per rep attending then iCapture might slow them down without being able to use the barcode. Hope that helps!

Steve_Carlton · ‎02-07-2017

We started using iCapture last year and I have setup programs to automate everything in near realtime. As soon as a lead is scanned/entered the lead is put into a Marketo Program/Salesforce Campaign, follow up items marked in iCapture create related tasks to the lead owner and even automatic registration for our next webinar through the Citrix integration. In Marketo you setup a Smart Campaign that can be requested and setup the flows the way you want. iCapture requests the campaign through the API in near realtime when the device is connected to the internet or they can by synced later. After the initial setup you are simply cloning shows in iCapture and cloning programs in Marketo for each new show. The barcode scanning is going to be hit or miss with any third party lead retrieval app since the barcode itself data might not include email or contact info. For the larger shows where we know the barcode won't work we still purchase the lead retrieval and load spreadsheets the manual way. For smaller shows we have the rep manually enter leads into iCapture unless we know barcodes will work. PRO TIP: I often creep on trade show Facebook/Twitter photos from previous years to look for badges and their barcode to see if it might work with iCapture. Ha. The iCapture app itself needs a design refresh but overall it works and small quirks aside we still like it.

Steve_Carlton · ‎02-06-2017

Thanks Sanford, since you ruled that out for me I took another look and as you stated the issue was unrelated. Our website is in development an still has a lot of placeholder forms/sections. I believe the issue was related to the two placeholder forms being the same form ID. Once I replaced one form with a different ID the issue seemed to resolve itself.

Steve_Carlton · ‎02-06-2017

Dealing with this issue today as we are trying to get two forms loading on the same page and loading forms2.min.js multiple times is causing each form to show up multiple times. Since we cannot share the script across multiple elements does this essentially mean there is a hard limit of one form per page?

Steve_Carlton · ‎01-18-2017

Nice, so is the "Avanade Last Touch Program" a simple text/string field that is updated before requesting the campaign?

Steve_Carlton · ‎01-18-2017

Just ran a quick test, this is what I got between the two: Unfortunately {{trigger.Name}} in this instance is the campaign I am requesting (to send the email).

Steve_Carlton · ‎01-18-2017

I didn't think of this, seems like it would work though I hate creating a field for it (not the end of the world I know). At least I can get away with using one email using the {{trigger.Name}} token and just request the same email using different campaigns. We don't have too many variations and it's a big step up from where we are now with 15 different email templates (mostly doing the same thing) and a ton of orphan smart campaigns. For anyone following along or that finds this in the future: Since my original plan doesn't seem feasible out of the box my new plan is: 1. Create one email and use the {{trigger.Name}} for the subject line. 2. Create "Demo Request" and "Webinar Registration" smart campaigns with the "Campaign is Requested" trigger. 3. In any flow where I would like to the lead alert email I will just need to request to correct campaign that I created in step #2. Thanks!

Steve_Carlton · ‎01-18-2017

Josh is correct. In this instance {{trigger.Name}} is "Send Lead Alert Email"

Steve_Carlton · ‎01-18-2017

I'd like to consolidate some of our flows and I wonder if there is a token to get the original campaign/program name that is requesting a campaign. For example: - "Demo Request" campaign flow requests the "Send Lead Alert Email" campaign. Ideally our team would get an email with "Demo Request" as the subject, sent from the "Send Lead Alert Email" campaign flow. - "Webinar Registration" campaign flow requests the same "Send Lead Alert Email" campaign but alert email subject is "Webinar Registration". I have tried several of the trigger tokens and everything seems to be connected to the requested campaign, not the campaign requesting the action. Any ideas to do this without having multiple send email campaigns and email templates? Thanks in advance!

Steve_Carlton · ‎11-15-2016

Hey Everyone, I have pushed a few audiences to Facebook via Ad Bridge and have noticed that all of the audiences in Facebook seemed top out at 600. Any insight into what is going on and a way around it? Thanks in advance!

Steve_Carlton · ‎08-18-2016

I had thought about using program channels as well since that would show me everything but alas I am using successes. Sounds like separate campaigns is the way to go.

Steve_Carlton · ‎08-18-2016

Hey Everyone, I am slowly getting a grip of everything Marketo but recently started struggling with finding the right way to track our new media campaign. I'm sure I am not alone in that we have a new media campaign and are pushing it out through many channels (tracked with individual url parameters). I have already setup tracking programs to track anyone that touches our landing pages and also have separate programs tracking the varying url parameters. With this setup I feel like I am missing something. Is there a way to set this up where I could easily track (in one place) the following: - Total Number of Leads from Entire Campaign (visited, converted, etc.) - Number of Campaign Leads from Source A (visited, converted, etc.) - Number of Campaign Leads from Source B (visited, converted, etc.) etc. With my current setup I would need to look through many programs to get the numbers I need but was hoping there was a way to track everything under the umbrella of the main campaign. Could someone please shove me in the right direction if I am missing something? Thanks!

Steve_Carlton · ‎05-20-2016

I have used the "Use Advanced filters" option many times but it seems to be greyed out on several Smart Campaigns lately. Am I missing something?

Steve_Carlton · ‎05-03-2016

Thank you. I made this change in the Salesforce assignment rules so that Inferred fields are a lower priority.

Steve_Carlton · ‎05-02-2016

Hi Everyone, I am creating a referral form in which our customer would be filling out the form, but the info being entered will be creating a new lead in Marketo/Salesforce. The issue I am running into is that Salesforce is setup to assign the lead owner based on inferred state first, then billing state. In this one instance I would rather assign based on the manual 'State' selection in the form and ignore inferred state. Is this possible to do either in the form code or the Marketo flow? Thanks in advance for your help!

Steve_Carlton · ‎11-18-2015

Ahh, thank you guys. Did not know about the "Refresh" button, good to know! I did end up logging directly into G2W and saw two webinars so I am sure that was the issue but the organizer didn't report any issues. Thanks!

Steve_Carlton · ‎11-18-2015

We have had the GoToWebinar Sync working for several months now but on a webinar last night it seems like the sync happened about 45 minutes into the hour long webinar. There were a large number of people that were on the webinar and were marked as no shows and only a portion of the people attending were marked properly. Just curious if anyone has seen this issue recently or in the past? Not sure what happened.

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Date Last Visited	‎12-21-2020 09:16 AM

Date Registered	‎04-14-2015 12:47 PM
Date Last Visited	‎12-21-2020 09:16 AM
Total Messages Posted	24
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