Bruce_Jeffers

Maybe they were secretly hoping we wouldn't have noticed last week, being at Summit and all.... ... View more

We also have been experiencing this quite a bit, off and on, over the past couple weeks. Most of the failures/delays are in campaigns with 'Filled Out Form' or 'Lead is Created' triggers. Support's response was just to convert as much as possible to Batch -- but that of course can't work for certain business-critical flows and processes. Looking forward to having this resolved. ... View more

Same, and have experienced this issue off and on for a while now. Would be great to understand why and get it resolved. ... View more

Hi Christine, 1. Yes, you do need to have a 'Change Program Status' flow step and change the user to "Registered". Doing this step in Marketo is what sends the registrant's info to your Adobe Connect environment. 2. About the Password -- you actually don't need to have the user type/create their own password in a Marketo form.  The "participant password" that you set in the Launchpoint settings becomes the default Connect password that gets assigned to all new registrants. Also, that Marketo-set participant password will NOT overwrite the password for returning users that have already-existing profiles in your Connect environment. Example scenario: Your 'participant password' in Marketo Launchpoint settings is "1234".  (There isn't a way to bypass this setting in Marketo, btw) You don't have registrants type a password in the Marketo registration form. Joe fills out your Marketo form to sign up for the session. He is a first-time registrant, so his Connect password (when he tries to access the live session) will be auto-assigned as 1234 by the Marketo settings. Dan already has a Connect profile, and he made his password "5678" a while ago. When Dan registers for your Connect event (via Marketo form), his password will remain 5678 when he goes to access the live session. Hope this answers your questions. -Bruce ... View more

Hi Katie, Will try to answer your questions and provide some helpful info. 1. In my experience, yes a previously-deleted lead can be re-created in Marketo with the same email address, by any lead-creation means (web form, list import, manual creation). However, any previous history with that previous record will not be there anymore. When a lead is deleted in Marketo, all its history is deleted as well.  (The only exception to this is their Unsubscribe status -- if that email address was unsubscribed, it will remain unsubscribed if re-created). 2. The reason your existing lead --still in SFDC but not in Marketo -- might not be syncing back to Marketo is that the SFDC record hasn't been updated. Try changing and saving data field on the Lead in SFDC, and it will probably sync back into Marketo then. Let me know if that doesn't answer your questions. -Bruce ... View more

Hi Anita, For question #1, I would check with the Admins of your Salesforce instance. There is no right/wrong answer. If the Salesforce Admins prefer to keep these records in SFDC (for reporting, historical info, etc) then you would not want to delete them there; only delete in Marketo. If they do not have any need to keep the data, then you would most likely be safe in deleting from both systems. Note that once you delete from both systems though, that data is gone, so I'd recommend exporting an Excel file of any records that you purge from both. For question #2 -- Marketo actually considers all records as "Leads" in most actions....or in other words, both Salesforce Contacts and Salesforce Leads are considered as "Leads" in Marketo Flows. So this Delete Lead step will actually delete both Contacts or Leads in SFDC. Hope this helps, Bruce ... View more

Hi Greg, Thanks for the response. Yes we do use the "Sync to Marketo" filter in our sync. I should have mentioned in my post that I already investigated that avenue. None of the Leads in question appeared to be blocked from the sync at any time. (We have a SFDC workflow that automatically sets this sync field to YES for any lead created by our Marketo Sync User). I looked at a Data Value Changed smart list on this field during the timeframe and did not find any results. I do understand what you're saying about the second possibility -- yet I don't think it would be the issue either. The records are shown in SFDC as Created by our Marketo User, so I don't think they could have been blocked from its visibility as they were created by it. Also we have several hundred new leads per day that get created by Marketo then inserted to SFDC, and we haven't see this issue other than during the 3 or 4 day timeframe that I'm looking at. Thanks, Bruce ... View more

Make sure you have the right Region selected in your settings, as well as the right time zone. Example: "Central Time" has two different regions in the picklist:  US/Chicago; and El Salvador My instance had "El Salvador" selected (which must not observe DST), rather than US/Chicago (which does observe DST). When we updated our Region to the correct one, Marketo started automatically adjusting our instance to the correct time during the annual time changes. So those who say it is a feature that already exists for US Time Zones are likely correct -- as long as you have the correct Time Zone AND Region selected in your settings. ... View more

Our instance is dealing with something very similar. Batch and Requested Campaigns are flat out missing some leads that they should be catching for processing. I'm going to follow this thread to see the result. I have my own support ticket open on this issue as well. ... View more

"I don't understand all the mechanics, but I was hoping this is information that Marketo would capture as an anonymous visitor and then pass it along on form fill-out." Jeff Day - In my experience the Marketo munchkin code does usually do this. Are you not seeing those results with your pages & activity logs? You can run some queries on this using the constraints in the Visited Web Page filter (see below): You can also add "Is Anonymous = true" as another filter to show you only Anonymous leads (rather than Known). If you don't see many results when running these queries, you may want to check that your Munchkin code is deployed on your site properly. ... View more

You could also specify to have Marketo delete the leads from your CRM as they delete from Marketo. However if you don't want the leads to be deleted from your CRM (deleted from Marketo only), then as suggested above you'll need to make sure your CRM can be set up to "not see" the leads that are being deleted. CRM Sync - Marketo Docs - Product Docs  would be a good place to start, and you may need to contact Support if you end up needing to modify your CRM field mapping or permissions. ... View more

Megan, here's a good collection of Marketo help articles that will explain what Smart Lists are, how to build them, why use them, etc. I'd share this with your team or include it in your documentation. https://community.marketo.com/MarketoDeepDive?id=kA5500000008T1aCAE Since the Salesforce fields that are synced and available in Marketo are unique to each customer, you may need to create your own field list to share with them. But I'd say there's a semi-easy way to do this. Go into Admin, then Field Management and click on the Field Mapping tab. You can export this list, which will make it easy to copy/paste the entire list of fields that are mapped. Hope this helps.   ... View more

To your first question about the logic.....yes that's how it would read.  Must have all of the first 4 together PLUS either 5 or 6. Your second logic setup would be read:  Must have all first 4 together OR have one of 5 or 6.  The second setup would not require 1-4, or would not require 5 or 6. If either of those 2 groups fit, they would be caught in that list. After re-reading your first post again, I think perhaps your second logic setup is what you're trying to accomplish. ... View more

Bummer... Did you get any notifications of a sync error?  Was the lead status field mapped to CRM?  Do you have any settings in CRM that would have blocked certain field updates from Marketo? ... View more

deleted my reply....someone posted at same time as me, with a better answer  🙂 ... View more

Try using Advanced filter logic like this: ((1 and 2 and 3 and 4) and (5 or 6)) I think that might do it, if I'm understanding your question correctly. ... View more

You can see this if you click on a Smart Campaign and then look in the Status window to the right. Is that what you were referring to? ... View more

@Steph A -- I believe you're referring to the Tags in the Admin area, correct? (This is where you can find those channel and program type tags) Here are a couple articles that may help explain those more: https://community.marketo.com/MarketoArticle?id=kA050000000LIdmCAG https://community.marketo.com/MarketoArticle?id=kA050000000LNKSCA4 Since 'Email Send' is associated with the 'Email' channel, and 'Email Blast' is associated with the 'Default' channel, it does affect some of the program options that are available after you create it (as you've already noticed).  This channel type will also categorize the programs into different reporting groups. Hope that helps. 🙂 And Kristen gave a couple of great use-case scenarios in her post above too ... View more

@Ande, you can set a daily and weekly email limit in the Admin area. Admin --> Communication Limits ... View more

I highly recommend watching some of the onboarding and initial training vidoes here: https://community.marketo.com/MKT_MyTrainingPage There's one for landing pages in the Basics 1 section. Also here are more tutorial articles on landing pages: https://community.marketo.com/MarketoDeepDive?id=kA5500000008T1zCAE Try using the "Ask a question" search bar at the top of this Community. It's pretty good at getting you the results you're looking for.   ... View more

If you plan to send emails multiple times using these same staff members & assignments, you could make a couple of custom fields that would become lead tokens. However, this will only help speed up the process in the future though....it's not the fastest way if you're just going to send an email like this one time. You could create a couple of custom fields (maybe called 'Staff Member Name' and 'Staff Member Email'). Then add each staff member's name and email onto the Leads that belong to each staff (using Change Data Value flow steps). Those fields and values would become tokens for use in the emails. Just something to keep in mind if you need to replicate the same process several more times in the future. ... View more

I've looked for this a lot too, in both Marketo and SFDC, and have never been able to find it unfortunately.... Not sure if it exists. ... View more

Hi Emily, Yes you're correct in the Change Data Value step. Your screenshot looks right, and this is how we do it as well. Sorry about the SFDC comments -- I always assume people are using Salesforce. My bad   🙂 I'm unfamiliar with Dynamics CRM so I don't know about the deleted leads syncing back. I know in SFDC, you can "hide" certain record types from the Marketo user, so when you mark leads as Invalid you can also change them to a different record type and Marketo is no longer able to see them. Maybe a similar process can be replicated in CRM? These articles on Dynamics integration may help:  https://docs.marketo.com/display/public/DOCS/Sync+Setup ... View more

Yes, that's exactly what I was referring to. Sounds like you're good to go! ... View more

Hi Emily -- a couple of questions & ideas for you: 1. Do you have a specific Lead Status value that marks leads as disqualified or invalid? (We have "Invalid" as a Lead Status, which automatically dq's them in our SFDC) If so, you could set up a Smart List in Marketo that queries for any hard bounces (I can suggest a couple of ways to query on this if you'd like), then run a single flow on all of them that changes their Lead Status value to the Invalid or DQ status.  This Lead Status change will sync to SFDC if you have that field mapped. 2. Are you looking to pass the actual hard bounce reason into SFDC? If so, Marketo has an "Email Invalid Cause" field that you can map to a custom field in SFDC. Let me know if I can provide more clarification or tips on this. Happy to help. -Bruce ... View more

This actually sounds like it will work and also sounds pretty easy. I haven't thought of an easier way yet. Just be careful that you don't instantly pull them over to Stream 2 if they aren't finished with all emails in Stream 1....unless that's what you want to happen.  So for example, if someone clicks on Emails 1 and 2 right at the start, they could immediately go to Stream 2 and not get the rest of Stream 1 content.   ... View more