Danielle_Wong

Danielle_Wong

Yes, we are unable to merge two Dynamics records. Example is below: Record 1: Dynamics Lead Record Record 2: Dynamics Contact Record Cannot be merged using merge functionality in Marketo. When I try, there is an error message.

Danielle_Wong

For Duplicate Records where one happens to be a Dynamics lead and the other is a Dynamics contact record, I have to delete the "lead" and NOT the "contact". However, I want to move the activity log from the lead record to the contact record because all the lead records have been tracking the engagement activity and I don't want to lose that historical data. Any tips?

Danielle_Wong

We are not seeing the Marketo > Best Bets section on the left navigation bar of Dynamics. We already went into the solutions > marketo main best bets view settings and all are activated. Anyone else have tips on how to get it to appear?

Danielle_Wong · ‎04-08-2022

Hello, I am looking for confirmation that the flow below works as I expect. I am trying to send only to the smart list members first, and then 4 hours later, send to anyone who didn't get the email yet. Does the below do this? I want to ensure that people won't accidentally get the same email twice in this flow.

Danielle_Wong · ‎03-22-2022

I'm curious how DealTale works and if it is a seamless integration with Marketo? How does it compare to Bizible?

Danielle_Wong · ‎03-09-2022

how do i know if we use Basic Authentication (just ID and password)?

Danielle_Wong · ‎02-24-2022

Similarly, I actually think known "form fills" should not appear as form fill. To me the act of filling out a form includes knowingly seeing form fields and a submit button click. For known users, they don't see any of that, and so they essentially don't even realize they are "submitting" a form into Marketo. And in my opinion, they really are not completing a form.

Danielle_Wong · ‎02-24-2022

I like this thought, Dillon. We do not consistently utilize the acquisition program field though.

Danielle_Wong · ‎02-24-2022

Thank you for your response here, Sanford. I was going to bring this up in one of the NYMUG calls. I will check out the code you provided to preserve the utms for known users. It would be nice to easily see a different activity type from "form fill" for known visitors.

Danielle_Wong · ‎02-23-2022

I have gated content forms that are hidden to known visitors. However, these still appear as form fills in activity logs and triggers that look for the form fills. How can I create a smart list of people who actually filled out the form vs those who were known and automatically accessed the gated content?

Danielle_Wong · ‎11-02-2021

We are looking to mass merge duplicate records. I've read about issues with triggered smart campaigns firing from data value changes and score changes triggered by program status updates. Any thoughts on how to work around these? Anything else I need to know? What happens if I merge two records attached to Dynamics records? Will the dynamics record keep syncing over to Marketo, causing a constant merge between those records?

Danielle_Wong · ‎09-22-2021

Does the custom JS need to be on the form's custom html or the page itself? We use Sitecore. more detail on how things are set up: form fill person added to list sitecore checks if person is on list via list ID page should show download button if person is member of list However, there seems to be a delay in the list ID check and so the form is reappearing, thinking the person did not complete the form.

Danielle_Wong · ‎09-22-2021

We are experiencing an issue with a non-marketo page with an embedded form. I complete the form, hit submit, and the form reappears. The form submission is being logged in my record's activity log, but I don't see the thank you message. Any ideas? We tried removing the Known Users HTML and that did not fix the problem.

Danielle_Wong · ‎09-20-2021

Great, I'm glad it works the way I would expect it to! Thanks for the reply, Phillip!

Danielle_Wong · ‎09-17-2021

Is this the case for nested programs with "send email" flow steps that allows contact to go through flow once? I am adding an email program to the nurture, but need to add it to all 4 of my streams so that everyone gets it since I assume that if I added it only to Stream A, Stream B-D will not receive this newly added email program. If someone in stream B gets this newly added email now, and they get to Stream D, will they also get this email again?

Danielle_Wong · ‎08-11-2021

We have ongoing issues with native Ion form data and also embedded Marketo forms within an Ion page syncing the form data back to Marketo. It works only sometimes. I can't figure out why the syncing is so spotty. We apply the Run Integration Marketo on the submit button of the forms. Is there anything else we should have in place? Thanks

Danielle_Wong · ‎06-10-2021

To confirm if numbers are correct, this is how I would go about this: Pull smart list 1, add to Power Users static list. Pull smart list 2, not in Power Users static list, add to Prospective Power Users static list. Pull smart list 3, not in Power Users static list, not in Prospective Power Users static list, add to Casual Users. Then, check: do your numbers match what's appearing in the 3 smart lists?

Danielle_Wong · ‎04-19-2021

@SanfordWhiteman Thank you for the guidance. I will work to modify this and see if it works for me.

Danielle_Wong · ‎04-13-2021

Single form, with checkboxes for each session. When each checkbox is selected, the values are concatenated into a field. Though, that process can be updated to better accommodate solutions for getting the links in one email. Below is the script I was attempting to utilize for this, but am unsure the tweaking needed: #elseif ( $lead.EventOptions.equals("Event1") ) #set ( $EventTitle = "Event1 Title") #set ( $DateTime = "March 12, 2021 at 10am") #set ( $EventLink = "link") #elseif ( $lead.EventOptions.equals("Event2") ) #set ( $EventTitle = "Event2 Title") #set ( $DateTime = "March 13, 2021 at 11am") #set ( $EventLink = "link") #elseif ( $lead.EventOptions.equals("Event3") ) #set ( $EventTitle = "Event3 Title") #set ( $DateTime = "March 14, 2021 at 12pm") #set ( $EventLink = "link") #else #set ( $EventTitle = "") #set ( $DateTime = "") #set ( $EventLink = "") #end

Danielle_Wong · ‎04-12-2021

We have an event that has multiple sessions. Each session has a specific login link. We don't want to send 8 different emails with each login link. Is there a way to use velocity scripting to do this? If so, is there a resource I can be pointed to for this? Thanks!

Danielle_Wong · ‎03-08-2021

I like the thought. I'm working on scoring directly related to programs and have been trying to figure out the best set up for this. do you update flows to update these by program? Or did you figure out a way to do this at a higher level than that to affect all custom program member fields? I'm currently utilizing program member fields to track utms!

Danielle_Wong · ‎03-05-2021

Hi @Andreia_Norsa, We were unable to proceed. Sorry I am not more help!

Danielle_Wong · ‎02-05-2021

I'm looking for creative ideas on how to fix an ongoing issue we are experiencing in Dynamics and Marketo. Unfortunately we have new records created in both Dynamics and Marketo. Not all new records created in Dynamics are synced to Marketo. Not all new records created in Marketo are synced to Dynamics. With this set up, we have many records that are currently in both Dynamics in Marketo, however, they are NOT synced to each other and therefore, records are NOT linked. The moment the records triggers a sync from either system, the duplicate record is created in the target system. We are actively working to dedupe in both systems independently. However, once we dedupe in each system, what are some ways we link the remaining unique records to each other? Example: CRM record A has the same email address as Marketo record B. We decide to sync CRM record A to Marketo. Now Marketo record C is created. Records A, B, C all have the same email address. Later, Marketo record B fills out a form and triggers a sync to CRM. Sync fails because CRM detects CRM record A as the same email address as Marketo record B. Thanks in advance for your thoughts. Just trying to spitball some potential solutions here.

Danielle_Wong · ‎08-03-2020

I'm experiencing a similar issue where I'm seeing a bunch of new leads being created with tracking UTMs related to a Marketo email campaign. I'm trying to figure out how these new people are coming in with these Marketo utms, when they wouldn't have received the email unless they were in our database to begin with. I tried visiting the referrer url that has the mkt_tok and the pre-fill did not populate in the form. So that didn't give me any clues. Would you say that the only logical reasons for this would be that someone in our database forwarded their email to someone else who wasn't in our database or the existing lead typed in their email address wrong or provided a new one?

Danielle_Wong · ‎07-31-2020

I am exploring using Power BI to create Marketo dashboards. I've gotten to the step where I have to enter Marketo REST API endpoint and a Start Date. Does anyone know what the Start Date means?

Danielle_Wong · ‎07-14-2020

For some reason, I cannot access all lead records in my Marketo database using Alteryx. I only see options to pull records by static lists, however, there isn't currently a static list that contains all my database users, and if I did, it wouldn't be dynamic. Are there workarounds for this besides maintaining a static list of my database utilizing daily batch campaigns to add new people to the list? Thanks

Danielle_Wong · ‎02-25-2020

I'm actually trying to use Stitch Data to integrate Marketo data into Google Data Studio. It does not seem as straight forward as I had hoped. If I get it up and running, I'll try to remember to update here.

Danielle_Wong · ‎01-16-2020

Thanks Sanford. You do bring up some great points. I don't intend to do this for every campaign. Just the larger campaigns we are running throughout the year. So the scoring would help in terms of prioritizing a large amount of prospects, leads, mqls, etc. Program statuses are fine/useful, and we'd still be using that to group people into, however, the scoring we put in place for certain campaigns can give our sales team greater insight for priority. That's really the goal here. I would also be creating a template program specifically with these scoring triggers in place (as we have created for our other programs). So initial set up will be most time consuming. Creating a new field for each campaign's scoring will phase out and be deleted or reused for future campaigns, so it won't be impossible to manage. The specific campaign scoring will only hold its value for so long.

Danielle_Wong · ‎01-15-2020

I know there are person scores and lead scoring, however, we are looking to drill down by campaign. I was thinking of creating a new field called Campaign A Score. Campaign members would start off with a Campaign Score of 0. Then I would set up triggers to update the score based on whether they opened, clicked, visited website, unsubscribed, etc. After the campaign is completed. I would be able to view the campaign members in a smart list, pull in the Campaign A Score column and determine who would be the top leads from the campaign. What are your thoughts on this process? Am I missing anything?

Danielle_Wong · ‎09-20-2019

Thanks for replying to my question! I saw this on a static list and form asset as well. I'm not sure why I never noticed this icon before!

Online Status	Offline
Date Last Visited	yesterday

Date Registered	‎02-01-2016 10:09 AM
Date Last Visited	yesterday
Total Messages Posted	377
Likes Received	47

Top Badges Earned

Re: How to copy activity log from one record onto ...

How to copy activity log from one record onto anot...

Best Bets missing from left navigation bar in Dyna...

Smart Campaign Flow to Send to rest of the list af...

Has anyone integrated with DealTale Multi-Touch At...

Re: MS Dynamics Native Sync : Notification to upda...

Re: How to identify who was a "known" person who b...

Re: How to identify who was a "known" person who b...

Re: How to identify who was a "known" person who b...

How to identify who was a "known" person who bypas...

What are some Merging Duplicates considerations an...

Re: Form on Non-Marketo Page Reloading Form on Sub...

Form on Non-Marketo Page Reloading Form on Submiss...

Re: Engagement programs - same email in different ...

Re: Engagement programs - same email in different ...

Are there any tips for Syncing Marketo with Ion In...

Re: Pageview analysis

Re: How to list all event login links that a lead ...

Re: How to list all event login links that a lead ...

How to list all event login links that a lead regi...

Re: Program Member Custom Fields | Person/Lead Sco...

Re: Google Data Studio

Marketo-Only and CRM-Only Records with same email ...

Re: What's the use of mkt_tok in emails?

Using Power BI to connect Marketo data - Start Dat...

Connected Alteryx and Marketo, but cannot see enti...

Re: Google Data Studio

Re: What's the best way to do campaign scoring?

What's the best way to do campaign scoring?

Re: What does this icon mean?