About Tyron_Pretorius

Tyron_Pretorius

I do not have direct experience using recurring Zoom webinars I imagine you would want to create a new Marketo program for each instance of a recurring webinar to track the attendants for each instance

Tyron_Pretorius

We use Stripo for building responsive email templates for mobile and desktop. They then have a feature to export the HTML code, which we import into Marketo to add in email variables

Tyron_Pretorius

We use Zoom for webinars which syncs registered leads to Marketo just like GTW They do have recurring webinar functionality: https://support.zoom.us/hc/en-us/articles/216354763-How-to-Schedule-A-Recurring-Webinar

Tyron_Pretorius

Sara do you have a custom sync filter enabled? Take a look at the article below https://nation.marketo.com/t5/Knowledgebase/Restricting-Leads-from-Syncing-to-SFDC-With-Sync-Filters/ta-p/251035 In our instance we have a smart campaign that sets our custom sync filter field value to true for any new lead created so that they will sync to Salesforce and vice versa. If you are not setting this for newly created leads this could be why they are not syncing naturally every 5 mins

Tyron_Pretorius

I can recommend @Michael_Tucker1: https://www.linkedin.com/in/mjtucker647/ You can also use the Certified Locator to find certified Marketo professionals: https://certifiedlocator.marketo.com/ Lastly, I am a member of the MOPros group and they have a directory of freelancers too: https://themopros.com/marketing-operations-professional-directory/?filter_maps_used=Marketo

Tyron_Pretorius

There are two things you can try: i) Wait for 5 minutes to see if the lead then syncs to Salesforce. Marketo and Salesforce sync every 5 minutes on their own to transfer lead info. ii) If i) does not work then use the "Sync Person to Salesforce" flow action in a smart campaign or find the person in a list view and do the same. If the lead still does not sync after ii) then screenshot the error returned from the activity log here for further debugging

Tyron_Pretorius

Duplicates can also be a nightmare for Sales where leads are being contacted multiple times from different sales personnel. We had this issue last year so we had to identify the source of the duplicates and cut it off. I inherited an instance with 13k duplicates so even after stopping new duplicates a big cleanup needed to be done. I was able to use the Marketo REST API to automatically merge these leads according to custom logic using Python though so this saved a lot of time and hassle. I share the code I used to do this on my site in the Bulk Merging Marketo Duplicates so feel free to use this code to do your own cleanup!

Tyron_Pretorius

What if you have multiple campaigns within a single program then a {{my.token}} won't work if you want to use a single webhook?

Tyron_Pretorius

Another workaround I have found useful is to use the {{campaign.description}} token in webhooks so that the same webhook can be used for different smart campaigns but have different payloads or be sent to different endpoints by editing the description of the campaign sending the webhook

Tyron_Pretorius

If the Marketo leads failed the first time they tried to sync then the "SFDC Type" field on the person will be empty since they have never synced to SFDC so you can use this "SFDC Type" field in a smart list to gather these "never-synced" leads If the leads have synced to SFDC before and failed in a subsequent sync then this is hard to find. As for querying the leads' activity logs for sync errors this does not seem possible from the API docs: https://developers.marketo.com/rest-api/lead-database/activities/#query_types If a smart campaign was responsible for syncing the leads then you can use an "Activity Filter" in the results tab to bring in all the failed sync events for all the leads in one view. Then you can export this as a CSV, delete columns except for the email column, then re-upload this list of emails as a static list and then use this in subsequent cleanup campaigns.

Tyron_Pretorius · ‎01-27-2021

@LaurentSTP If you want to randomly distribute leads from the smart list into static lists for sending the email then you can use a smart campaign with the flow step below to split the list in 2

Tyron_Pretorius · ‎01-27-2021

Can someone give me an example with some numbers to explain the "Program Attribution" Cost Calculation? The docs give a vague definition: Based on Program Attribution: Attributed Cost is based on a portion of program cost determined by leads or contacts that were acquired, or achieved success, in the program and ultimately resulted in a won opportunity.

Tyron_Pretorius · ‎01-27-2021

If you have the Marketo program mapped to a Salesforce campaign then this should happen automatically. It could just be a lag and time is needed for the new statuses to sync over. You could try Creating a smart campaign with a smart list of all people in the webinar program Using the "Sync Person To SFDC" flow step To speed up the process

Tyron_Pretorius · ‎01-27-2021

We are looking to track the last time someone entered an SFDC campaign along with how many times they have entered the campaign e.g. the more times they interact with the campaign and the more recent this interaction is the greater the weight this campaign should have in attribution modeling I know there is a "last modified date" campaign member field in Salesforce but this only updates when the person's status has been updated. We want to be able to update the"last entry date" and "entry counter" fields every time someone triggers a campaign within the Marketo program. Ideally, we could create a "last entry date" and "entry counter" field on the SFDC campaign member object and these would sync to Marketo as custom program member fields or there would be some way to map "last entry date" and "entry counter" fields created in both Marketo and SFDC to each other. Based on what I have read this is still not possible. Has there been any update on this? If this is still not possible does anyone have any workarounds to get values for "last entry date" and "entry counter" for a person in a program into the SFDC campaign member?

Tyron_Pretorius · ‎01-06-2021

@Kim_Wieczner We used these links in our last webinar and there were no issues. For our next webinar, I'll check to see what the options are when I don't log in with my Zoom account

Tyron_Pretorius · ‎11-20-2020

Ah, that makes sense I had not considered events like form fills and email clicks after the new person event being able to retroactively make the association. I can see there was a merge event for this person which I believe was instigated by them clicking an email and then visiting a webpage upon which point Marketo was able to match the cookie with the previous anonymous behavior. Thanks @SanfordWhiteman and @Josh_Hill13

Tyron_Pretorius · ‎11-19-2020

@SanfordWhiteman any thoughts?

Tyron_Pretorius · ‎11-19-2020

I have a lead who Marketo was able to bring in anonymous activity for prior to their becoming a person via salesforce sync. How was Marketo able to do this when this person did not have an email to associate with the SFDC lead coming in? I understand that Marketo cookies leads and when they fill out a Marketo form and become a person Marketo can match their cookied, pre-form fill behavior with this new email and person that has been created. In this case, however, I cannot see what Marketo is using to make the association. Any thoughts?

Tyron_Pretorius · ‎11-18-2020

@Julia_Campbell I am late to the party here but I have just integrated with Zoom and think the following could help you get the links you are looking for. I am using the calendar links below in my Marketo email to match those that are sent out in the Zoom confirmation email: https://telnyx.zoom.us/webinar/{{my.webinar id}}/ics?user_id={{member.registration code}}&type=icalendar https://telnyx.zoom.us/webinar/{{my.webinar id}}/calendar/google/add?user_id={{member.registration code}}&type=google https://telnyx.zoom.us/webinar/{{my.webinar id}}/ics?user_id={{member.registration code}}&type=yahoo {{my.webinar id}} had to be obtained by copying this value from the Zoom email calendar links

Tyron_Pretorius · ‎10-15-2020

Inspiration: At the moment if you want to stop a source e.g. "Web Service API" from updating fields you have to go 1x1 to edit each field to block updates. Suggestion: This idea proposes that you can view all sources in one location where you can edit their settings e.g. Allow/Block updates to all fields

Tyron_Pretorius · ‎08-20-2020

Huge shoutout to @SanfordWhiteman for his help on this. In order to replace the click link events with visit web page events the following code needs to be placed in a tag within GTM that fires on a "Page View" trigger. I am happy to help with the GTM integration if anyone has questions on this. <script type="text/javascript"> (function(){ Array.from(document.links) .filter(function(link){ return link.hostname == "example.com"; // your same-origin links only }) .forEach(function(link){ // turn off default Click Link link.className += " mchNoDecorate"; // turn on custom Visit Web Page link.addEventListener("click", syntheticVisitWebPage); }); function syntheticVisitWebPage(e){ Munchkin.munchkinFunction("visitWebPage", { url : this.protocol + "//" + this.hostname + this.pathname + this.hash, params : this.search.substring(1) }); } })(); </script>

Tyron_Pretorius · ‎08-11-2020

We removed the history state changes trigger because it was sending the incorrect click events. Here is what it looked like before to produce the behavior I screenshotted in the activity log. It is the same code I pasted above that will fire for either trigger. Do you know what changes need to be made to the code to transform the click events to the correct visit web page events?

Tyron_Pretorius · ‎08-06-2020

Hi Sanford, On history state changes, this is the munchkin code that is firing. There are no references to clicks link or visits webpage. How should this code be modified? <script type="text/javascript"> (function() { var didInit = false; function initMunchkin() { if(didInit === false) { didInit = true; Munchkin.init('###-XXX-###'); } } var s = document.createElement('script'); s.type = 'text/javascript'; s.async = true; s.src='//munchkin.marketo.net/munchkin.js'; s.onreadystatechange = function() { if (this.readyState == 'complete' || this.readyState == 'loaded') { initMunchkin(); } }; s.onload = initMunchkin; document.getElementsByTagName('head')[0].appendChild(s); })(); </script>

Tyron_Pretorius · ‎07-27-2020

Hello, We are using asynchronous munchkin tracking on our external site Telnyx.com using Google Tag Manager. The initial page view is being tracked but subsequent page views are not being sent to Marketo. However, "Clicked linked on Webpage" activities are registered as I navigate the site. N.B. I have read the discussion posts about why GTM should not be used for applying munchkin tracking but for our application, we are willing to accept the small percentage chance of losing a few visits. I believe the issue is because our site uses React to transition between webpages and there is no new page load event (see image below). I can get the Munchkin code to fire on the history events but these result in "Clicked Link on Web Page" events instead of the desired visit web page. Does anyone have suggestions for how we can correctly get web page visits for our site? e.g. by modifying munchkin code etc

Tyron_Pretorius · ‎06-16-2020

Currently, the REST API only facilitates running a batch campaign immediately or once at some time in the future: https://developers.marketo.com/rest-api/assets/smart-campaigns/#batch This idea proposes that the schedule request be modified to allow setting of a recurring schedule for the batch campaign, as can currently be done with the GUI as shown in the attached image. Setting the recurring schedule for a batch campaign via the Marketo GUI

Tyron_Pretorius · ‎01-23-2020

Does anyone know when the wait cadence screenshotted at the top of Erik Heldebro's post will be released?

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