Matjaž_Jaušove2

You should be able to filter these out and update data with a smart campaign. ... View more

Hi Sanford,   what if a user enables Firefox's Enhanced Tracking Protection - "Query Parameter Stripping"? If I understand it correctly, then the identification should fail because the mkt_tok value is removed? (never tested it, though, pardon my laziness).   Thanks!   ;m ... View more

Hi,   we use similar process, but with an additional verification step:   1) click unsubscribe link in an email 2) lands o a page containing a button "Yes, I want to start the unsubscribe process" (the reason for this is that people fwd emails, and we do not want their personal data being displayed by a click to others or giving somebody else an option to unsubscribe them). 3) if clicked, a person gets additional email with a link to the page where they can adjust their subscription preferences and/or unsubscribe   ;m ... View more

Hey,   there are different options on how to approach that, many described here in the community as well (just search for nurture campaigns or engagement programs).   But maybe the best way to start is to check the documentation: https://experienceleague.adobe.com/docs/marketo/using/product-docs/email-marketing/drip-nurturing/creating-an-engagement-program/understanding-engagement-programs.html?lang=en   The simple engagement program (stream with emails) should do for your scenario.   Best,   Matjaž ... View more

In theory, if you have a data point, you can define rules centered around that data point and its values. Like Michael explained.   What we often experience in corp environments is the pile of dirty data that makes many "automations" businesses want so dearly impossible. Like, I would even claim that if you ask a company a simple question "Who are your customers", many would strugle to come up with a rule that would get them the right and accurate info out of say... CRM. 😉 ... View more

Yeah, that would be a major improvement. ... View more

Try clearing the relay state field. And point users to myapplicaton.microsoft.com to login. It should do the trick. ... View more

Kudos! 😉 ... View more

You can edit Tags under Admin -> Tags   More: https://experienceleague.adobe.com/docs/marketo/using/product-docs/administration/tags/create-a-program-channel.html?lang=en ... View more

Works great! Thanks, Sanford. Take care! ... View more

Thanks, will give it a try! ... View more

+1 to Jay`s comment.   And just to add, a client is a Cisco partner and they kind of "have to" use Webex for webinars. Couple of months ago we tried with their engineering team to find a workaround to that issue, without success. Eventually they decided to set up a separate webex tenant, out of their primary domain, that does not have SSO. And this one works.  ... View more

I have worked with Uplers (before Email Monks) and so far they haven`t disappointed me. Good price/performance.   Just you need to be very clear with your design and specify exactly what you want within amodule, what is desired behavior etc.   Matjaž ... View more

Can you maybe share a link to test the behavior? ... View more

Hey,   if I understand right, your goal is to have unique records across both systems, right?   First, the comment on this statement "We decide to sync CRM record A to Marketo. Now Marketo record C is created. Records A, B, C all have the same email address." Actually, you have just 2 records. Record A, that you pushed from CRM to Marketo is linked and is about the same "person A" in both Marketo and MSD. So your problem here is only the record B - that is in Marketo from before. But - if this record is not synched to CRM, you can just merge it together with the record A (or C, as you called it). And then you end up with 1 record in Marketo that is linked to your original Record A in CRM (with all Marketo history attached).   I would suggest to first clean the duplicates in both systems, then push the unsynched records from CRM to Marketo. And then merge together what is left in Marketo. This can be quite a tall order if you want to do it manually. There are tools that do that - M-Clean from Grazziti is one of them. I don`t know how it actually works in production, but I had a chance to test it a bit and it seems it should be able to do the job pretty well (no product placement here).   To minimize the issue in the future, I would suggest to make it a default that all CRM records are synched to Marketo. So when someone that was created originally in CRM (and just pushed to Marketo) fills the form on a website, Marketo will be able to know this is the same person and not create a duplicate (if s/he uses the same email address).   Best,   ;m ... View more

@Thomas_Morgadin : Kudos! You saved us a ton of work with that post. ... View more

Hi Samantha,   we are having the same challenge, I believe (https://nation.marketo.com/t5/Product-Discussions/MSD-365-Lead-Qualification-and-sync-to-Marketo/td-p/299742).   According to the docs, support feedback and advice from @Dan_Stevens_ and @Catherine_Cham1, the reason could be customizations to qualification process in D365. Apparently, Marketo works only with out-of-the box qualification setup in MSD.   Hope this helps!   Matjaž ... View more

Thank you, Sanford Whiteman‌. Great advice and instructions as usual ... View more

Thanks, Jay! ... View more

Hi, we have worked with EmailMonks and I can recommend them - good quality, quick turnaround, affordable/transparent pricing. If I am not mistaken they will create your first template for free (at least in the past they ran this promotion). Best;m ... View more

I'd also agree this is not acceptable practice under GDPR. Although, I heard companies talking about using this approach also on Adobe/Marketo-sponsored events  ... View more

Hi Amanda, a person created in Marketo doesn't get pushed to MSD automatically, but you need to define who goes to MSD. You do that by using a smart campaign with "Sync Person to Microsoft" action in the flow step. Here you define if a person is pushed to MSD as a lead or as a contact. You can also assign a lead/contact to a specific MSD user. The "stars and flames" are based on Marketo Sales Insight plugin and you need to install first. It works "out of the box". For start, I recommend you to read the documentation on the topic: Marketo Sales Insight - Marketo Docs - Product Documentation  Kind regards, Matjaž  ... View more

Hi, one approach is to create a smart campaign that will delete the unsubscribed persons (everybody who has a field "Unsubscribed" set to True). Set the conditions in the campaign "Unsubscribed" is "True". If you want to remove just those that you uploaded, you may need to add additional criteria to sort them out., like Person was Created or Created at". And then in the flow step select "Delete person".  But caution: this will delete all these people from the Marketo! (not just remove them from the lists) Best;m ... View more