Danielle_Wong

Danielle_Wong · ‎12-19-2022

Thanks for the help! It turns out that the users were using an old dynamics contact form version. When the current form was selected, the send email window did appear. Thanks!

Danielle_Wong · ‎12-14-2022

Some MSI users cannot use the Send Marketo Email button in Dynamics. When they click it, nothing happens and we already checked pop up window blockers. Meanwhile it works perfectly for me and a few other users. Anyone have a solution for this?

Danielle_Wong · ‎09-02-2022

How can I only show the chatbot when the person is not known already in marketo?

Danielle_Wong · ‎07-25-2022

Thanks, Darshil. Oddly, in Dynamics our Send Marketo Email button does not work on the individual record level, it only works when viewing a contact or lead list. We are working to fix this issue and once we do, we will consider your idea to restrict the use of the feature.

Danielle_Wong · ‎07-20-2022

I know MSI send marketo email has a maximum send of 200 at a time. But we'd like to limit it to something like 5 or less to discourage the use of the tool for mass emailing. Is this possible? Has anyone figured out how?

Danielle_Wong · ‎05-19-2022

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 · ‎05-19-2022

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 · ‎05-13-2022

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?

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