About Julia_Rosentha3

Julia_Rosentha3 · ‎11-21-2019

Hey Sanford Whiteman, just wondered what the best work around is for accessing info that typically lives in CO's in Salesforce, in Marketo. At the moment, we create new custom fields in the Contact object and transfer the data there. But when I was using Sugar CRM I used to be able to "mirror" a field from one object into another. Not for the purpose of Marketo visibility, but thats beside the point. The end result was the Primary field remained in the right location, but the info was also visible in a second location, in the form of an uneditable field. If the data changed in the primary, it would auto update the secondary. Does the same function exist in Salesforce? And, is that a good solution to make data visible in Marketo? i.e. have the primary field in the contact and secondary field in the custom object so CRM users can still see the info in the right place. I've heard it's possible by way of Lookup fields but I don't really understand them.

Julia_Rosentha3 · ‎05-02-2019

Genius solution Sanford Whiteman, love your work... AGAIN! Thank you

Julia_Rosentha3 · ‎02-28-2019

Hello community, Reaching out to people with experience using MKTO-SFDC Add to Campaign feature. At the moment, we're using functions in Salesforce to create a "Call Interaction" for our outbound call team. Not the Campaign Object. Part of the workflow associated with the creation of an Interaction is, the Outbounder then get a triggered notification to call the lead, with a bit of detail about what the focus of the call should be. Pretty simple. However, I want to utilize the MKTO Add to, Edit and Remove to/from SFDC Campaign feature. It'll be better for everyone. And I'm hoping it will put an end to this annoying aspect of my current activity log information. When the outbounders make notes in the Call Interaction object in SFDC, the following gets created in my MKTO Activity Log. Annoyingly, all the detailed info [which is all pretty useless anyway] is in the detail of the log item, but i have to expand it to read it. QUESTIONS If I use "Add to SFDC Campaign" in flow steps, will it solve this problem? If not, is it possible to customise what gets displayed in the activity log so that I don't have to expand each log item to read the detail? i.e. maybe change the mapping of the interaction data, so it comes in under the "detail" field and gets displayed in the activity log default screen? Hope all that makes sense. Appreciate any info you can offer at this stage, before I start setting up the Campaign feature. Thank you Jules

Julia_Rosentha3 · ‎01-03-2019

Hi Sanford Whiteman, [I know this is an old thread, but still very relevant for me] So how would you update a group of leads who don't have an email address? The leads were created via Salesforce sync, but updating them in SF isn't really a viable option [for a few long winded and boring reasons]. If I can't use Lead_ID via a list import, there must be another way... surely? Thanks in advance for your help. Your knowledge is pretty impressive. I should add, that in my case it's not a simple switch of data like the original question. In my case I need to add email address to batch of 30 leads, and also upload the date/time they registered for a product. In total I needed to add Registration date/time to 1330 leads. The date/time was tricky but I figured that for the 1300 leads that have an email address in marketo [simple list import]. But now I have 30 leads without an email address that also need the date/time of registration data uploaded, and thought i should add their email address while i'm at it. Date/time is different for each lead. If I used the custom field and smart campaign method mentioned in this thread, I'd have to create 30 IF scenarios in the flow action [i think], i.e. IF custom lead id = 'x' then populate registration date/time with 'x' and email with 'x' [repeat for each lead]. Not ideal, it'd be easier to do it manually 1 by 1. Is there another way? Cheers Jules

Julia_Rosentha3 · ‎12-04-2018

If it helps, I'm using third party for SMS sends via webhook at the moment. Tried Twilio but ended up going with ClickSend for the reporting capability and a few other additional features. Haven't set it up to include end to end process described here, but would love too! It would simplify the opt out process considerably!

Julia_Rosentha3 · ‎11-20-2018

Thanks Sanford, informative as usual

Julia_Rosentha3 · ‎11-20-2018

This was more of an example, to represent multiple times where i've wanted to build a smartlist with a similar condition. i.e. generate a list a list of people who did 'x' , but only AFTER doing 'y', but have never been able to find a decent solution. The unsubscribe example was just a simple way to represent this sort of scenario, we'd never actually have a need to run this exact smartlist [maybe for an audit or sense check]. I'm all for keeping tidy unsubscribe data, not worth the damage to do it any other way. If people don't want to hear from you, the worst thing you can do is keep contacting them. Thanks for your reply. If i'm not mistaken, there's no way of running a list similar to what i've described here, in MKTO, correct? The only way is to create a few date/time stamps for various activities, and export to excel and do it there, correct? Thanks again Jules

Julia_Rosentha3 · ‎11-20-2018

Sorry if this has been answered elsewhere, but could I have some help please? I need to generate a list of people who have unsubscribed, and since then, have been sent an email. But because there's no "then" option in the filter rules of a smartlist i think this might be impossible. The only filter rules currently available are "any" or "all",but they won't help in this case. And, even if I date stamped the unsubscribe action, I still wouldn't be able to setup the smartlist rules to say; Unsubscribe = true Was sent email = true Date = after unsubscribe date stamp I know i could generate a list of unsubscribes and export with interesting moment fields, then do a clunky vlookup or IF statement to work this out, but preferred method is to do it in MKTO if possible. Any ideas would be much appreciated! Thank you

Julia_Rosentha3 · ‎11-15-2018

Annoying when you want to continue reading, and it takes you to a "create your news feed' link in LinkedIn. =bounced!

Julia_Rosentha3 · ‎10-01-2018

*advice

Julia_Rosentha3 · ‎10-01-2018

We use CO as well, but for this, yes it's different. It was really the 'can you send email to a secondary email address or field' that i was hoping was possible. But no such luck... Thanks for your advise

Julia_Rosentha3 · ‎10-01-2018

**But would be a whole lot easier if I could just send an email to whatevers in the ClicktoSend field, instead of the default 'email address' field

Julia_Rosentha3 · ‎10-01-2018

Not exactly. I am using ClickSend to send SMS's. Specifically their email-to-SMS feature, where you send an email to <insert mob number>@smsclicktosend.com, and it converts the body of the email to a text message and sends it to the mobile number in the email address. So I need to append the '@smsclicktosend.com' extension to everyones mobile number, then shoot them an email. But I can't use the default 'email' field because that's populated with the persons email address. So my plan was to 1. create a new field; clicktoSend' 2. create a smart campaign to join their mobile number with the @smsclicktosend.com extension 3. create another smart campaign to send an alert email 4. above smart campaign to be triggered off person score change 5. use clicktoSend token to send the alert to the <insert mob number>@smsclicktosend.com field

Julia_Rosentha3 · ‎10-01-2018

Have you mapped fields and selected which modules to sync etc? What's the error you're getting? I built the original SugarCRM/MKTO connector which was then turned into the 'out of the box' version you see today in the Sugar setup options

Julia_Rosentha3 · ‎10-01-2018

So am I right in thinking this is impossible?

Julia_Rosentha3 · ‎09-18-2018

Hi, I know this is a very old thread, but wondering if you could share more detail about exporting your list of opt outs from twilio... Is it a built in feature within twilio, or is it more a case of copy/paste from a list in twilio and manually creating a .csv?

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