About Danielle_Wong

Danielle_Wong

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

Danielle_Wong

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

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!

Danielle_Wong · ‎09-20-2019

I checked the icon glossary and didn't see it. Thanks!

Danielle_Wong · ‎09-11-2019

Thanks Sanford. I was able to try it out on the codepen link. The code we decided to use is a bit different from yours, so I don't think I can implement your code. For example, here is a sample page with the code we are using. IEEE

Danielle_Wong · ‎09-10-2019

Hi Sanford, do you know how to edit the code so that the error alert message appears just above the submit button in addition to near the field? I have a long form, and I'd like the message to appear when they click the submit button so they don't have to scroll up and down looking for why the form isn't submitting. Thank you!

Danielle_Wong · ‎08-30-2019

Hi Diana Watts‌ and Sanford Whiteman‌, Thanks for replying to my question. When I said that the email address looks correct, I mean that via one-to-one communication with these bounced emails, we do get a reply, however, when we send them communications via Marketo campaigns, they bounce. It might be important to note: We don't have a dedicated IP, we're on a shared one. Some bounce codes I'm seeing are: 554 sender is rejected: 16 550 Mail could not be processed 550 Denied by policy 550 5.7.1 <em-sj-02.mktomail.com[199.15.214.202]>: Client host rejected: Connection rejected due to site policy 554 ESMTP not accepting messages 554 sender is rejected: 63 Sanford, I do understand your reasoning for not requesting to be whitelisted, but worth a try, right? I'm going to continue to try to build the smart list based on this /blogs/marketowhisperer/2015/08/18/monitoring-email-deliverability-troubleshooting-spam-blocks-part-iv. Thanks! Danielle

Danielle_Wong · ‎08-29-2019

Hi Hayley, I believe that your assumption is correct that the Open program status did not get updated because you did not have a triggered smart campaign set up to update the program status to Open when someone opens your email. If the campaign is over, you can always do a batch campaign to update the program status. In case you need more details on how to do this: Smart List = members of your program who are currently program status "Sent" and who opened your email Flow Steps = change program status to Open. Thanks! Danielle

Danielle_Wong · ‎08-27-2019

We have customers who seem to bounce many times, however, their email addresses look correct. We are looking to email these customers one on one to whitelist our Marketo sending IPs. However, would we do this for all bounces or just certain bounce codes? I'm trying to create a smart list of these people. Thank you

Danielle_Wong · ‎08-08-2019

Thanks Sanford. We don't have this set up. So now I'm wondering why this person was not just updated in the current record instead of a new record created causing duplicate. I guess this will be a question for Marketo Support.

Danielle_Wong · ‎08-08-2019

We are seeing 2 lead records with the same exact email address, however, the company name is different. Is this why it didn't dedupe upon the 2nd form submission? Thanks

Danielle_Wong · ‎08-07-2019

Is there an updated link for the " To do so, follow the instructions here ." In the option 1 importing section?

Danielle_Wong · ‎07-31-2019

Is there a way for the entire value to show up on mobile when someone uses the Select field? Here is a screenshot of what the user is seeing on mobile. The value is getting cut off. Thanks

Danielle_Wong · ‎06-11-2019

So I have smart campaign email deployments and then I have smart campaigns that have multiple email sends in the flow, scheduled via Wait Time flow step. Is there a way to view these as well, maybe in the calendar? Thanks

Danielle_Wong · ‎05-15-2019

Hi Amit, Thank you for providing that scenario. We are currently evaluating our lead scoring triggers, and will give this some more thought! Danielle

Danielle_Wong · ‎05-14-2019

Thanks for all this helpful information, Karan. This makes sense to me now! Danielle

Danielle_Wong · ‎05-14-2019

I'm looking at some flows that were set up in the past (not by me). I'm trying to understand how it was set up. We have flows that looks like the below and Are these normal ways to set it up? In some documentation, I just see +30 or -30 in the Change field. Thanks Danielle

Danielle_Wong · ‎04-30-2019

Do you have any tips on how to do it in SFDC? I couldn't find any good resources in my search, but maybe I'm not using the right keywords to find the solution. Thanks Sanford!

Danielle_Wong · ‎04-26-2019

Thanks Sanford for that great idea! How would I surround it by a delimiter? I'm guessing that would have to be programmed in SFDC since this is an SFDC custom field.

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