ThaísMacedo

ThaísMacedo

Thank you. It's sad that there's not a easy way to do it, but you and this other post you linked gave me some ideas for workarounds.

ThaísMacedo

Hello everyone Is there a way to add other fields when creating a new Salesforce campaign through a Marketo program? To give you more context: we create a new Salesforce campaign for each Marketo program by using the Setup > SFDC Campaign Sync > Create New. We can change Name and Description, as on this image: But now, to improve our Salesforce reports, we're adding new fields in the campaign object on SFDC (region, vertical, team etc.). And we want to be able to fill these fields in Marketo, so our Marketing team doesn't have to go to two different platforms every time. Is there a way to add more fields to this modal?

ThaísMacedo · ‎07-14-2022

I'm using the Email Performance report + smart list (inside the report) with the filter A/B sample.

ThaísMacedo · ‎07-13-2022

Thank you for the answer. I think it solves part of the mystery (why there are more people on the smart list than on the report when we look at total numbers). But still, there are more people in the smart list than on the report for each variant, which goes against this logic.

ThaísMacedo · ‎07-12-2022

Hello, Marketo Community! I'm having trouble figuring out how many people received an email that includes an A/B test. To give context, this triggered email went out for a few weeks without a challenger, then I added an AB test 50/50 around 1 month ago. If I pull out an email performance report, I get (sent): Total: 6,523 Version A: 14 Version B: 24 Now, that's when things start to get weird: if I create a smart list with the filter "was sent email", I get: Total: 3,943 Version A: 981 Version B: 97 Do you have any idea why these numbers are so different? Is this a bug or am I doing something wrong?

ThaísMacedo · ‎07-07-2022

I see. In that case, an engagement program is the best way! I usually choose engagement programs when I have a longer cadence of emails and a complex strategy, so it's easier to control, add, remove or change streams. For example, welcome to the product nurtures (1 email right after conversion, then 1 per week in the next 3 months, changing streams if they convert for a paid plan or are flagged by our sales team) I use smart campaigns for shorter cadences (maybe up to 5 emails) with less complexity. For example, for post-event nurtures: 1 follow-up email right after the webinar + 2 in the following weeks.

ThaísMacedo · ‎07-06-2022

I believe Darshil_Shah1 already shared a valid solution. Another workaround would be ditching the stream and doing all the automation in Smart Campaigns. For example: Trigger: Fills out form Flow: Send email 1 Wait 7 days Send email 2 Wait 7 days And so on... I've done this in the past and it worked fine.

ThaísMacedo · ‎07-05-2022

This is a little more complicated, but we can use a workaround. If you can fix the names in Excel/Google Sheets, it would be easier. Try copying/pasting the list, then click on "Split text to columns" using the comma as a separator. You'll get the main name in a column and the "the" in another. Just use the main name column on Marketo, using the filter "Company name contains _____". By the way: I always prefer using "contains" instead of "is", it's more errorproof when picking items from a long list.

ThaísMacedo · ‎07-04-2022

I would love this too! Sometimes I clone nurtures and want to keep the smart campaigns, not the emails. It's so tedious to find what campaigns are using the asset, delete or change the campaign, go back to the email, unapprove it, remove it from the stream, then delete it, then repeat for the next 15 emails. I understand that this is a way to prevent accidental deletes, but it takes such a long time!

ThaísMacedo · ‎07-04-2022

Hello, Community! My Marketo org is integrated to Salesforce. Our SFDC org is going through a problem and can't process many leads at the same time (the SFDC team is working on a solution, but it might take a few weeks). The problem is, meanwhile, I can't upload lists on Marketo with more than 100 leads without causing an error on SFDC. We upload many lists on Marketo here, let's say 10/week, usually with 200+ leads, coming from tradeshows and external events we participate. I talked with Marketo's support and we can't reduce the batch size of leads to Salesforce - it is 300 leads at the time, more than what our SFDC supports now. So right now our solution is to divide the lists into smaller lists and upload them one by one, waiting 15 minutes between them. You can imagine how frustrating it is. Does anyone have an idea on how to improve this process while our SFDC org is not ready to receive bigger batches?

ThaísMacedo · ‎07-04-2022

I agree! If the database is too big to export, you can bundle fields in groups (of 10, 50, 100...) so you don't have to do it one by one.

ThaísMacedo · ‎07-04-2022

You can create a smart list - it's not that much work. Add the filter "Company name is = ", click on the + button and paste the entire list of companies. You don't have to do it one by one!

ThaísMacedo · ‎06-30-2022

Maybe you can create an empty stream and use the transition rules to add those people to this new stream? So the people will still be on the program, but won't be receiving any emails and you won't need to pause it.

ThaísMacedo · ‎10-22-2020

I'm also facing the same problem and tried all the suggestions.

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