Trevor_Parsell

Trevor_Parsell · ‎02-11-2019

Hey Raj Jain and Yoav Guttman The method that Gaines Murfee mentions above should accomplish what you are looking to do. It will require a basic understanding of Process Builder in Salesforce but once it's setup it can automate the triggering of Smart Campaigns based on Event Type in Salesforce. This is something I've run into a few times so you aren't reliant on Sales Reps to enter the correct subject line for events. 1. Create a new custom field on leads in Salesforce with a name like "Last Event Type" 2. Go to Process Builder and set up a Process that is triggered when an event is created or updated 3. Configure the process so that each time the "event type" changes, it updates your "Last Event Type" field on the related lead. NOTE: Make sure you have full access to the "event type" field on the Event object if you aren't seeing it as an option. Criteria Update 4. Test that your new custom field is being updated in Salesforce and make sure that it's mapped and syncing with Marketo. Once all of this is in place, you should be able to trigger smart campaigns off the new field. Let me know if this works for you or if anyone else has found a better way to accomplish this.

Trevor_Parsell · ‎12-14-2018

Hey James, That would certainly be a good starting point if integration with MS Dynamics is off the table for now. Another thing you can do is create a new "Lasting Interesting Moment History" text area field that keeps track of all intersting moments over time. You will just need to continually update this field each time. You could then include that field in your alert so reps have an idea of the lead's history. Dan Stevens talks about this strategy here: Custom Report - All Interesting Moments

Trevor_Parsell · ‎12-14-2018

Hey Kimberly, In Salesforce, have you updated the campaign member statuses under "Advanced Setup" to be exact matches for your statuses in Marketo. The default in Salesforce is "Sent" and "Responded" which makes me think these have not yet been updated. Once updated in Salesforce, these should show up in Marketo after a few minutes. then add, update and save

Trevor_Parsell · ‎12-14-2018

Hey James, To have Interesting Moments included on an alert that goes to your sales team, you would not necessarily have to have integration with CRM, since that can all be done within Marketo. However, for sales to see a small history of the lead's interesting moments within a Salesforce page layout, you will need to have the integration in place. In your alert to sales, I would also recommend including a link directly to the specific lead (using the lead ID token), which also requires the integration.

Trevor_Parsell · ‎12-14-2018

Hey James, What are you trying to do with Interesting Moments when you say "get interesting moments to work"? When I used Interesting moments in the past, they were most useful when synced with CRM for providing updates on Sales related milestones, but you shouldn't have to be synced with CRM to access the functionality in Marketo.

Trevor_Parsell · ‎08-22-2018

The query string is the part highlighted below: You could simply add values like these to your existing links then map the value after the "=" sign to a hidden field on your form. Then route to different landing pages based on the value being 1, 2, or 3 in the example above. Does that make sense?

Trevor_Parsell · ‎04-23-2018

Hey Erik, Yes, I created "original UTM" fields and included both "original" and "last" utm as hidden fields on forms. You will autofill the "Last" utm fields with URL Parameters and autofill the Original utm fields with your stored Cookie values.

Trevor_Parsell · ‎01-26-2018

Hey Josh, Thanks for your help. I want to make sure I understand this. So I can use a smart list within the nested program so that the people who do not fit the smart-list criteria will automatically skip and go to the first program where they match the smart list criteria? How would I make sure they eventually receive the other emails in stream #2? The idea is that if someone clicks on something specific in stream one, we first give them more of that (and at a deeper level) in stream #2. Thanks!

Trevor_Parsell · ‎01-26-2018

Hey JD, Yes, that is how we originally set it up, and could work. I was wondering if there is a better way to do it using only two streams, since we may eventually be adding a lot more to each stream. Thanks!

Trevor_Parsell · ‎01-26-2018

Hello, We have an engagement program set up with two streams. If someone clicks a certain message in stream one, we would like them to start with a corresponding email in stream two (Instead of starting with the first email at the top of stream two). How can we set this up so that when someone clicks email #1 in Stream 1, they start Stream 2 with email #2 and then receive the remaining stream 2 messages in any order? EX Stream 1 Email 1 - If clicks, move to stream 2 and start with email #2, then receive the remaining stream 2 messages in any order Email 4 - If clicks, move to stream 2 and start with email #2, then receive the remaining stream 2 messages in any order Email 5 - If clicks, move to stream 2 and start with email #3, then receive the remaining stream 2 messages in any order Email 6 - If clicks, move to stream 2 and start with email #3, then receive the remaining stream 2 messages in any order Thanks!

Trevor_Parsell · ‎01-26-2018

Hey Katharina, Did this work? ((1 and 2 and 3 and 4 and 5 and 6 and 7) or (8 and 9 and 10 and 11 and 12)) and 13 and 14 Thanks!

Trevor_Parsell · ‎01-25-2018

Hey Michele, For emails, you should be able to directly edit the code within individual emails by clicking edit code. Why are you unable to edit/create templates? I agree that the WYSIWYG editor is not great when trying to do any customization. Thanks! Trevor

Trevor_Parsell · ‎01-25-2018

Have you tried using this filter logic instead: ((1 and 2 and 3 and 4 and 5 and 6 and 7) or (8 and 9 and 10 and 11 and 12)) and 13 and 14 Thanks!

Trevor_Parsell · ‎01-24-2018

Hello, We are attempting to extract activity data in order to set up some custom Reports/Dashboards in PowerBI. How do we extract this activity data without running into the 10,000 daily API request limit? I was told that all Marketo customers would eventually be upgraded to a daily limit of 50,000. Is that still happening? Also, how many API requests do you expect would be required to export activity data incrementally on a daily basis for a database of less than 100,000 contacts? Any help would be greatly appreciated! Thanks! Trevor

Trevor_Parsell · ‎01-24-2018

Hey Jennifer, Here is one thread you might find useful. The message here was to make sure that everything referenced on the page or template (images, files, style-sheets) is also hosted on your secure server. SSL Certificate - How to make sure the "Secure" Icon and lock appear next to URLs

Trevor_Parsell · ‎01-24-2018

Hey Katharina, My guess is that it is somehow related to the filter logic as I have never experienced an issue with having 14+ filters. Can we see a screenshot of the smart list and logic along with a description of who you are trying to send to? Thanks!

Trevor_Parsell · ‎01-24-2018

Hey Courtney, You should be able to do this with program level tokens instead of adding additional fields to the instance. Similar to what Robb suggested and using flow step choices if there are variables that depend on data in the text area field. EX: Change Data Value: {[lead.text area field goes here}} {{my.Variable 1}} {{my.Variable 2}} Will this not work? Thanks!

Trevor_Parsell · ‎01-24-2018

Hey Nick, When you go to the Facebook Page under "Your Pages" select Settings>Page Roles> and make sure the user connected to marketo is an Admin under Page roles

Trevor_Parsell · ‎01-23-2018

Hey All, I experienced this for over a month before finally getting it fixed. For us, the fix was to make sure the Facebook user that is connected to Marketo is an admin for the page where the form is being used AND an Ad Account Admin for that Ad account that is being used. I believe Facebook changed some policies that now makes this a requirement in order for the API to work correctly and pass the data to other systems like marketo. Once you are added as an admin (and accept the request to become an admin) for both the page and ad account, the integration should start working again.

Trevor_Parsell · ‎01-23-2018

Hey Nick, As Sanford mentioned, this is more doable if the range of possible form fill dates is small. You can create a smart campaign like this for each possible date: Smart List: Flow: Update your "Last form fill date" field You would then repeat this for each possible date. Thanks!

Trevor_Parsell · ‎01-23-2018

Hey Nick, I would recommend setting up interesting moments and using a "Last Interesting Moment Date" and "Last Interesting Moment Desc" fields to track this kind of activity in the future. If you are going to use this on a regular basis going forward, you could also create a "Last Form Fill Date" field and use a smart campaign to time stamp each time a form is filled out. However, I would recommend using interesting moments instead as they are more flexible and can show you the date of many different possible activities. Thanks! Trevor

Trevor_Parsell · ‎01-19-2018

Hey Santiago Another option that I was given here in the community is to use "Original_UTM" fields that get stored in cookie values and updated on the lead record upon form submit. These original UTM fields can be set up to not get overwritten and your normal utm fields can work to track the most recent utm touch. Thanks! Trevor

Trevor_Parsell · ‎01-19-2018

Hey Nacole, I've seen issues arise from all the additional code added by the Marketo WYSIWYG editor. Can you try using this code instead and see if it works: <div style="color: #000000; font-family: arial, helvetica, sans-serif; font-size: 14px;"> {{lead.Lead Owner First Name:default=Sales}} {{lead.Lead Owner Last Name:default=Team}}<br/> {{lead.Lead Owner Job Title:default=Sales}}<br/> {{lead.Lead Owner Phone Number:default=}}<br/> {{lead.Lead Owner Email Address:default=}}<br/> </div>

Trevor_Parsell · ‎01-19-2018

Hey Sanford, I see what you mean. So would it make more sense to include the larger list of free email domains and to change the script to only block "@live.com" instead of "@live." Example: var invalidDomains = ["@yahoo.com","@hotmail.com","@live.com","@aol.com","@msn.com","@outlook.com"]; This should solve for the sandy@live.event24.com and @outlook.college.edu scenarios. Thanks for your help!

Trevor_Parsell · ‎01-19-2018

Thanks, Sanford. I just needed to move it down the page and it is now working. Do you hate the code because it prevents potentially good leads from filling out forms if they prefer to use a non-business email address? Are there other downsides? Just curious as I am not a huge fan of doing this although there are some scenarios where it will be useful. Thanks!

Trevor_Parsell · ‎01-18-2018

Hello, I found the script below in this discussion: How do I require a BUSINESS email I pasted the script in my Marketo landing page template and tested the form with a Yahoo email address and it still is allowing me to submit the form. Where exactly should this script be placed to reject non-business email addresses for particular forms? Any help would be greatly appreciated. < script > ( function (){ // Please include the email domains you would like to block in this list var invalidDomains = [ " @yahoo. " , " @hotmail. " , " @live. " , " @aol. " , " @msn. " , " @outlook. " ]; MktoForms2 . whenReady ( function ( form ){ form . onValidate ( function (){ var email = form . vals (). Email ; if (email){ if ( ! isEmailGood (email)) { form . submitable ( false ); var emailElem = form . getFormElem (). find ( " #Email " ); form . showErrorMessage ( " Must be Business email. " , emailElem); } else { form . submitable ( true ); } } }); }); function isEmailGood ( email ) { for ( var i = 0 ; i < invalidDomains . length ; i ++ ) { var domain = invalidDomains[i]; if ( email . indexOf (domain) != - 1 ) { return false ; } } return true ; } })(); < / script > Thanks! Trevor

Trevor_Parsell · ‎01-18-2018

Hey Jessica, I've resorted to not using any of the built in buttons because this seems to always be an issue. Instead, I use this button template below within a text area of emails. It shows one version when viewed in outlook and another when displayed in other email clients. You just have to be sure to update both versions: <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="text-align: center;"> <div><a href="#" style="background-color: #4c4c93; border: 1px solid #4C4C93; border-radius: 4px; color: #ffffff; display: inline-block; font-family: sans-serif; font-size: 13px; font-weight: bold; line-height: 43px; text-align: center; text-decoration: none; width: 200px; -webkit-text-size-adjust: none; mso-hide: all;">Read More</a></div> </td> </tr> </tbody> </table> Thanks! Trevor

Trevor_Parsell · ‎01-18-2018

Hey Anna, We typically remove the form from the registration page and replace it with a message explaining that registration is full. There may be other/better ways to do this in an automated way. Thanks! Trevor

Trevor_Parsell · ‎01-16-2018

ok, makes sense. Thanks for pointing this out as I did not know that the <v:*> tags were not tracked!

Trevor_Parsell · ‎01-16-2018

Hey Sanford, So I should replace my button template with something like this in order to track those who click it from outlook? <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="text-align: center;"> <div><a href="#" style="background-color: #4c4c93; border: 1px solid #4C4C93; border-radius: 4px; color: #ffffff; display: inline-block; font-family: sans-serif; font-size: 13px; font-weight: bold; line-height: 43px; text-align: center; text-decoration: none; width: 200px; -webkit-text-size-adjust: none; mso-hide: all;">Read More</a></div> </td> </tr> </tbody> </table>

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