Ben_Cooper

Ben_Cooper · ‎05-15-2018

Thanks. Just curious. How would Marketo handle somebody if they are arriving via Salesforce and the same field has two entries in the field? Does it by default select the first field. Considering there is a smart campaign for each separate value in the field to place them in the appropriate stream.

Ben_Cooper · ‎05-14-2018

Sorry, I should have been more thorough in my explanation. We have three streams in an engagement program that we place customers into according to type. In this case, I'll hypothetically use the model type of their car. The field has the choices of sedan, hatchback, pickup, and compact. Most customers only have one type of car. However, some have two or more car types and it's displayed with both in the field. I want Marketo to choose only the first car from the field and place them into the corresponding stream in the engagement program for only that choice. I am trying to avoid the customer from landing into two streams because they have two choices. E.g. Customer A has a sedan and hatchback. Sedan is the first selection in the list and hatchback is the second in the same list. A smart list would place them into the Sedan stream and prevent the customer from landing in both streams (Sedan and hatchback).

Ben_Cooper · ‎05-14-2018

Building out a smart campaign that includes a multi-select picklist from Salesforce that is ultimately a string in Marketo. Values in the Marketo string field are separated by semicolons. I am trying to build a smart list that will select the first value in the field and ignore the rest. Is there a way to do this?

Ben_Cooper · ‎05-08-2018

Thanks. This makes sense. I used your steps for the smart campaign, but added member of engagement program: current program, to the smart campaign's smart list. I assume that's ok, as I don't want to accidentally bring in somebody that isn't in the engagement program into this smart campaign.

Ben_Cooper · ‎05-08-2018

I have an engagement program that has a smart campaign to move them out into another engagement program if the following occurs: 1. 60 days after SFDC creation date And 2. SFDC numeric field is between 1 and 9 I am struggling with part 1 of the smart list. I know that you can apply a wait time of 60 days on the flow, but this is for the smart list portion of the smart campaign. What is the best way to do this?

Ben_Cooper · ‎05-01-2018

Also, if I don't want it to be sent after an email is delivered, but X days after a person enters an engagement program, would it be best to use a trigger or batch for the bridge campaign smart list? E.g. 1. Trigger: Added engagement program (which they will already enter through another smart campaign into the engagement program) or 2. Batch: Was added to engagement program

Ben_Cooper · ‎03-22-2018

I am building out three engagement programs according to our lifecycle for current customers. When a customer has hit the success metric in one engagement program, the customer needs to be moved over into another engagement program. Right now I have the following in a Smart Campaign to do this: Smart List = Data Value Changes (to certain threshold) Flow Change Program Status = New Status (new status is marked as success in the channel tag) Change Program Engagement Cadence = New Engagement Program Is this the right way to move the customer into a new engagement program from another one? There isn't any reason for the user to go back into the older engagement program, so we don't need to pause them, basically get them out and into the new one. I have also created a Person Report with different Smart Campaigns to change the data value of a customized field I built. Here is what it currently looks like when a customer changes engagement programs and we want to report that: Smart List = Engagement Program Changes (value = new campaign) Flow = Change Data Value Attribute to Attribute (custom field) and New Value to New program (channel I named) Is it best to use Change Engagement Program Cadence or Added to Engagement Program to change the data value in the Smart Campaigns?

Ben_Cooper · ‎01-11-2018

It all works now. Thanks for you help Sanford. Do you have any other recommendations besides Apache's documentation for learning Velocity?

Ben_Cooper · ‎01-11-2018

Hi Sanford, That did it! Thank you. One last question in relation to this if that's ok. The script ultimately has multiple fields that a user can select and be set as booleanfriendlies. When a user selects more than one choice on the form, the script runs, they receive and email, and all of their selections are crammed together. Is there a way to put each selection on a new line when the email is delivered? I am looking at Apache's Velocity docs and having a hard time trying to find it. Here is what it currently looks like in the body of the email: Books: Thursday, February 1, 11:00 – 11:20amDocs: Thursday, February 1, 2:00 – 2:20pmSoftware: Friday, February 2, 12:00 – 12:20pm It should look like this: Books: Thursday, February 1, 11:00 – 11:20am Docs: Thursday, February 1, 2:00 – 2:20pm Software: Friday, February 2, 12:00 – 12:20pm

Ben_Cooper · ‎01-11-2018

By adding that line, I get this in the body of the email: sessionBooks: 1

Ben_Cooper · ‎01-09-2018

Where exactly do I add that in the token?

Ben_Cooper · ‎01-09-2018

I still can't get this to show in the body of the email when it is sent to me. I am confident I have the correct token applied in the email. Does anything look wrong with the code? ## Database field names go on the left, user-friendly names on the right #set( $booleanFriendlies = { "sessionBooks" : "Books: Thursday, February 1, 11:00 – 11:20am" }) #foreach( $fieldin $booleanFriendlies.keySet() ) #if( $lead[$field] == "1" ) $booleanFriendlies[$field]## #end #end

Ben_Cooper · ‎01-09-2018

I checked off the fields. I can't get the information to fill in the body of the email after it is sent to my inbox through a smart campaign. Should I be using the REST API Name or SOAP API Name instead when referencing the fields? Or does the friendly name suffice?

Ben_Cooper · ‎01-09-2018

Hi Sanford, After changing the variables in your script to match mine, do I just add this to an email script token in Marketo?

Ben_Cooper · ‎01-08-2018

We've created a form to use as an RSVP for a Conference inside Marketo. We have built boolean fields that users will check on the landing page depending on which events they want to attend at the conference. The actual field names are shorter than what the user will see and select on the landing page where the form is embedded. The user can choose more than one selection. We would like to send a follow up email after the user has submitted the form with his/her selections. I am trying to figure out how to do the following: In the body of the follow up email, how to show only the selections that the user chose in the form. E.g. You have been confirmed for selections 1, 3, & 7. Would this be a token maybe? If this is a token of some type, not to use the field name, but somehow be able to translate the field name into something that is readable to the user. e.g. field name is cool event, the user will see it as Cool Event at 10am, Booth #123, in the body of the email.

Ben_Cooper · ‎07-27-2017

So, for the one off email, and I forgot to include this, the Salesforce fields will actually need to trigger if field was updated on a date that could be even longer than 9 days. It would be before a certain date though. So, would this still work if I put the attribute name (SF Field) and Date of Activity before Aug. 1 (or whatever date I choose)?

Ben_Cooper · ‎07-27-2017

I have set up a main engagement program that will bring people through a flow. I have a side email that I want to send through a smart campaign to people that haven't had date fields change in Salesforce 9 days after receiving the first email in the main engagement program. Ideally the smart list portion should look like this: Member of Engagement Program X Email was sent from engagement program 9 days after 1st email sent from engagement program, date fields have not changed in Salesforce Step 3 is where I am stuck. I am well aware that you can apply a wait of 9 days in the flow. But, once it gets to that part, from what I understand, the smart list would have been processed. Also, we'll have new people entering the campaign, so I can't set up a batch campaign to run once. It has to be able to respond 9 days after anybody enters the campaign and hasn't had the date fields change in Salesforce. Any ideas?

Ben_Cooper · ‎10-28-2016

Ok. Yes. I can export the list and sum them up that way. But, I would also like to extract the number of times an individual visited a page from the engagement program. I can drill down into the user and see that information. But, to try to tally that for 1000's of people would be impractical.

Ben_Cooper · ‎10-26-2016

New to Marketo here. I have an engagement program going and I am trying to determine all page visits for all known users in the program. When I run the report, I get the normal list of names, etc. Then I can drill down into each name and see how many times they visited a particular page that was used in the engagement program. But, is there an easy way to aggregate all visits by all members of the engagement program and see the total? I am just trying to see how much traffic was driven by the call to action link in the email. I am already running a smart on list on member of engagement program + visited web page.

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