Danielle_Wong
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01-16-2020
01:07 PM
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.
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01-15-2020
02:43 PM
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?
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09-20-2019
12:58 PM
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!
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09-11-2019
07:32 AM
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
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09-10-2019
12:58 PM
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!
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08-30-2019
05:44 AM
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
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08-29-2019
04:38 AM
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
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08-27-2019
06:22 AM
1 Like
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
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08-08-2019
11:34 AM
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.
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08-08-2019
11:24 AM
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
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08-07-2019
11:14 AM
Is there an updated link for the " To do so, follow the instructions here ." In the option 1 importing section?
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07-31-2019
06:03 AM
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
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06-11-2019
10:55 AM
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
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05-15-2019
06:36 AM
Hi Amit, Thank you for providing that scenario. We are currently evaluating our lead scoring triggers, and will give this some more thought! Danielle
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05-14-2019
07:59 AM
1 Like
Thanks for all this helpful information, Karan. This makes sense to me now! Danielle
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05-14-2019
07:04 AM
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
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04-30-2019
12:06 PM
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!
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04-26-2019
04:55 AM
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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04-25-2019
12:58 PM
So here's the situation: Our Contact Type field can have many values in it. Some of those values are Primary Contact ABC Primary Contact XYZ Primary Contact It is possible for a record to have 1 or more of these Contact Types I need to send an email to anyone who has Contact Type that contains Primary Contact, BUT NOT people who are XYZ Primary Contact or ABC Primary Contact and do not have Primary Contact. Yes, I thought I could technically do that by Contact Type contains Primary Contact AND Contact Type not contains XYZ;ABC BUT then the people who have Contact Types Primary Contact and XYZ Primary Contact would be excluded. We would want these people included in my mailing I hope you were able to follow along. Hoping someone has an idea they can share on how to achieve this. Thanks! Danielle
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04-19-2019
07:50 AM
Thanks for the quick help, Sanford!
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04-19-2019
07:19 AM
So we had a system accidentally update a bunch of first name and last name records to NULL even though we had actual First and Last Names. I want to basically undo the update for both fields so that the NULLs are replaced with the previous value. Anyone have examples/steps of how to do this? Thanks!! Danielle
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03-15-2019
04:57 AM
Hi Sanford, I'm not sure you are understanding my original question. But anyway, here is the explanation on the flow that I've confirmed with Marketo: Delete from CRM = False step definitely doesn't mean "do nothing". The intention of the section the first screenshot is that when someone meets the Criteria "SFDC Type is not empty" they WILL BE DELETED from Marketo, but NOT my CRM. Everyone else will not be deleted from Marketo or my CRM. Initially, I was confused on the Default Choice; whether the person would still be deleted or not. But it does make sense to me now, that, it is doing what I had intended it to do, which is that nothing will happen to records with SFDC Type is empty.
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03-14-2019
10:50 AM
I contacted Marketo Support again (chatted with someone else than earlier today) and he confirmed the below: "Yes, that is correct. Only leads who met the condition in first choice will be deleted. That means Marketo contacts synced with SFDC will be deleted. Or it will check default choice, which is to do nothing."
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03-14-2019
10:23 AM
I am not sure I follow... the logic is that if a Marketo record has an SFDC Type of Lead or Contact or User, it is synced to Salesforce. If it is empty, it is a Marketo-only record (not found in Salesforce). So the flow works in this way: If the person is in Salesforce, delete from Marketo but not Salesforce. If the person is not in Salesforce, do nothing.
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03-14-2019
04:57 AM
I was able to get some clarification from Marketo that only those Marketo records that have synced to SFDC will be deleted based on how I set up the flow step. In my Marketo instance, not all records are synced to SFDC. So I wanted to ensure that only those that ARE synced to SFDC will be deleted from Marketo and kept in SFDC. I could have done this in the smart list, if this was the only flow step, however, this is the last flow step of about 8 flow steps. The first 7 flow steps apply to all Marketo records regardless if they are synced to SFDC or not. However, for the last step, I wanted to only delete those in SFDC from Marketo only. Thanks!
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03-13-2019
09:27 AM
Thanks AnneMarie! I also wanted to just make sure the choice I set works as expected. I only want to delete from Marketo if the record exists in SFDC. Which, not all of my Marketo records are in SFDC. So that's why I put that choice in there. Thanks!
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03-13-2019
05:09 AM
I want to set up a flow step to delete a person from Marketo, but keep them in SFDC. Can anyone confirm if the way I set it up is correct? Thanks!!
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02-19-2019
11:57 AM
Thanks! That is the alternative I will work on putting into place.
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| Date Last Visited | yesterday |
| Total Messages Posted | 347 |
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