Balkar_Singh

Vinay_Kumar · ‎12-09-2022

Hi @aaarni, These are some of the technical approaches to filter out the marketable data and there can be a few more options that can be a part of this list such as junk domains, competitors, undesirable persona, spam traps, inactive, etc. You can create: - a data management program to review the data and filter the leads with bad details or non-marketable leads. - a database clean-up program to remove non-marketable leads. - And to follow GDPR compliance, it is advisable to have a consent management system in place and process the leads based on the lead's preferences.

SanfordWhiteman · ‎11-04-2022

There are non-native methods that you can use via calling a webhook. For example, querying a Google Sheet or SmartSheet that you use as a lookup table. You could even cobble together your own webhook just using files in Design Studio: create one file for each (initial) Country value, with simple content: italy.json { "canonical" : "IT" } etc. Of course, this is only easier than creating Flow steps if you automatically generate the files!

Balkar_Singh · ‎11-01-2022

Thanks @Ashleigh-Ange - This is helpful!

Darshil_Shah1 · ‎10-28-2022

Can you verify if the link that you're adding in the SL filter constraint exactly matches with what you see in the Click Link activity in the person activity log? As you'd know the "is" operator checks for an exact match, unlike the "contains" operator.

Katja_Keesom · ‎10-26-2022

Totally agree with you there. As for controlling when a lead syncs, you can of course define any kind of trigger. A lead score threshold being reached, a specific interaction or a revenue cycle stage being reached the most common ones.

Darshil_Shah1 · ‎10-26-2022

Yes, all thanks to the number of dimensions it allows to add in a single report. 🙂

Michael_Florin · ‎10-19-2022

Hi Denise - but don't you run into a scenario then where the wait collides with the next cast from the Engagement Program? I have the feeling that pausing/un-pausing a person in a program is a more reliable setup.

SanfordWhiteman · ‎10-18-2022

You have to have MSI to have IMs, yes. But rather than use IMs for Sales, I use them for Marketing checkpoints. There’s no problem with Sales seeing such log lines, they just know they’re not “interesting” to them. (Well, some of them are, like double opt-in processes for example.) Really would be superb if there were a Marketo-only version of IMs for exactly this reason!

euanblair · ‎10-18-2022

Thanks David_Gallaghe2 and Balkar_Singh, I'll give these a try to see what comes back. Shame you can't easily use a > for Greater than in Score Change instead of a fixed increase!

Balkar_Singh · ‎10-18-2022

I have my hesitation for using RCM because it's essentially a replica of what a standard program can build (and you can have multiple such programs)

Balkar_Singh · ‎10-18-2022

Great context - Would be keen for your thoughts on one of my question!

SyedHasan · ‎10-18-2022

Thanks, Balkar for your answer! However, I am unable to enter all the program names in the filter. I would like to ask you also for any alternative. Thanks!

Amod_Kumar_Shar · ‎10-16-2022

Many Thanks Balkar! This is what I was looking for...

Balkar_Singh · ‎10-14-2022

One way to achieve this is using the Marketing Suspended field. This field, if marked TRUE, disables all marketing communication to lead. 1 - Create a listening campaign for trigger 'Email is Delivered' and count the number of times any email is delivered in a separate field (type score) - say, Email Delivered = +1 (set this to run everytime) 2 - Create another smart campaign to identify the event when Email Delivered updates to 5, wait for a day (or two, depending upon how much time you want to give for the person to engage) and request the 3rd campaign which... 3 The 3rd smart campaign filters people who have not engaged in past five days, and marks them Marketing Suspended to TRUE, erases 'Email Delivered' back to NULL, waits 30 days (or the duration you want to pause the leads) and marks Marketing Suspended back to FALSE. This program can pause your dormant leads for a while. Hope this helps!

Balkar_Singh · ‎10-14-2022

The only times we've experienced this is when Marketo is down. Now, I usually deliberately delay working on Marketo when it's down, because we have seen that smart campaigns edits (filters, flows, operator logics etc.) don't save, despite that a user made them.

Balkar_Singh · ‎10-14-2022

I'd keep the Pre Stream Program as a separate program, with a custom program channel which has the following statuses, in addition to more as needed. 1. Track 1 2. Track 2 3. Track 3 4. Track 4 The operational smart campaigns can stamp the status as and when relevant, and if a higher status is achieved, the lead won't move back to a previous status. Based on listening the status change, you can push it to nurture and specific stream. Because these are program statuses, a lead won't have more than one at a time and you can define the priority as well. The caveat of false positives is pretty real, as Michael points out, you may want to filter the Bot Activity to address the same. The operational campaigns could mean a specific smart campaign (for every unique URL) to count the number of unique clicks on a CTA (may need the UTMs if you have multiple links in the same email and want to count them differently). To count update program member custom field (this is a useful field to manage counting program specific counts of links in other programs as well)

smane · ‎09-01-2022

Thank you both your replies.

Scout4U · ‎05-18-2022

Hi Katja, The url that you recommended as a very useful blog threw an error. But this one works. https://nation.marketo.com/t5/knowledgebase/maintaining-a-directory-of-leads-bouncing-emails/ta-p/300838 Thank you 🤓

Vincent_Ferugl1 · ‎05-11-2022

Hello, in our case, it's the contrary, the sync of the PROD instance is longer than our sandbox instance. I suppose it's due to a higher backlog of data to sync. in PROD. It could depend on the number of objects, fields and leads you synchronize.

bjohnson · ‎12-23-2021

@vlad_g I'm glad this is an option! I was just setting up a campaign and was thinking it would be so much easier to set up smart campaigns instead of using the limiting options in the transition rules. 😆 🙌

Vinay_Kumar · ‎08-25-2021

@raiashutosh, Thanks for sharing the updates. Would love to see the outcomes.

Balkar_Singh · ‎08-12-2021

@Riz_Alvi - Not sure if this will help, but here's a method which might be useful.

Vinay_Kumar · ‎07-20-2021

This can be achieved by series of smart campaigns.

Katja_Keesom · ‎05-19-2021

When you go to the specific email, there is a tab called "Used by" which will show you which smart campaigns reference it.

Katja_Keesom · ‎03-09-2021

Hi Danielle, To my knowledge PMCF fields unfortunately do not support the Scoring field type (unless that was changed in the past few weeks). So running scoring within a program is not (yet) a possibility. I would however question what program-level scoring adds to the Program Status processes. What you could do is include scoring on PMCF-level fields into a central scoring model with your scoring fields simply held at the Lead level. The downside to that is you would need to set up your scoring process within each program where the PMCF field is used. So you would really need to set it up inside your example programs and run it in each and every one. I do see a use case for this with e.g. interest scoring or product scoring processes. Kind regards, Katja

IT_IAPP · ‎02-25-2021

Thank you! This helps

Michael_Florin · ‎02-16-2021

Just wanted to add that the field "SFDC Type" tells you if a Marketo person is a Salesforce Lead or Contact.

Balkar_Singh · ‎02-15-2021

Following this thread for ideas, but here's one by Blueshift - https://blueshift.com/library/benchmark-report-2020-trigger-based-marketing/

Ruchi_Lapran1 · ‎02-04-2021

Hi Matthew, The easiest way to identify whether the correct audience is getting enrolled based on smartlist rules is to check under Campaign members>Qualified People. If you change the batch campaign smartlist before the scheduled time (considering leads aren't in a wait step), the qualifying audience would also change. So if you add email is not Barry@acme.org, it would reflect as well. To verify this without making any changes in the original campaign, create a clone, schedule it at the same time, and review the qualified people (Barry's lead should be there). Then make required edits to the campaign smart list, refresh the qualified member's list and review again. Hope this would help.

Balkar_Singh · ‎02-03-2021

Thanks for clarifying. Yes, this doesn't work when a person is created. Updating the comment.

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