Matt_Tonkin-RP

Matt_Tonkin-RP · ‎11-02-2020

Hey @SanfordWhiteman , Just wanting to clarify. So if I only wanted to trigger if both first and last names were changed recently (for some reason). Are you saying that there is risk of using a setup like this: Triggers: Data Value Changes - First Name Data Value Changes - Last Name Filters (Use all filters) Data Value Changed (In Past 1 hour) - First Name Data Value Changed (In Past 1 hour) - Last Name

Matt_Tonkin-RP · ‎11-02-2020

If either of those conditions are met then it will trigger the campaign. So in this case if either first or last name is changed. If you are looking to have it so that both have to have changed you'll want to add some Data Value Changed filters with some recent time constraints (maybe 1 minute or 1 hour) for each first and last name.

Matt_Tonkin-RP · ‎10-30-2020

I really would like to have the details of what is open in a particular tab listed. When working in the updated interface I've noticed all tabs are titled "Marketo Engage". Makes for a lot of clicking around in tabs if you like working with multiple open. Here is open tabs on the old UX for comparison. It gives details on what section of Marketo you are in and what program/asset.

Matt_Tonkin-RP · ‎09-21-2020

You can find the Munchkin Account Id under: Admin Panel>Integration>Munchkin It should be listed at the top of the panel that opens up

Matt_Tonkin-RP · ‎09-17-2020

I'm not sure of this, but I think that the suggestions don't show up unless at least one lead actually has that value in the field. Even then however I have found it to be inconsistent of what values show up.

Matt_Tonkin-RP · ‎09-09-2020

If you have the list of email addresses you could just copy them and paste them into an email address filter in a smart list, each on its own line. Then use this smart list in your report filters.

Matt_Tonkin-RP · ‎09-04-2020

Yah, think of them like normal smart campaigns. You can add multiple triggers to accomplish this. First Trigger Score is changed (new value is 26-59) Second Trigger Clicks Link in Email and pick the email/link

Matt_Tonkin-RP · ‎09-03-2020

You could do it would 2 smart campaigns: Smart campaign that adds people to a list using random sample. Create number of lists for number of weeks you want to send In flow of campaign use an add to list flow step and add choices, use the random sample option and correspond that to the number of lists you have. ie. if you want it to go out over 5 weeks create 5 lists and do Random Sample is 20 for each of the choices in the add to list flow. Send campaign use the following flow structure: If member of list 1 send email Wait 1 week If memebr of list 2 send email Wait 1 week and so on you could also add remove from flow steps for those that were sent the email.

Matt_Tonkin-RP · ‎08-24-2020

I think the only way someone could be a part of no model is if there were none approved. Or maybe if you're using different workspaces/partitions. I think this because the first transition is a system set one when a lead becomes known.

Matt_Tonkin-RP · ‎08-21-2020

You could create a "MQL Reason" field and then upon MQL populate that field with one of a few different things depending on your instance setup. If you make good use of interesting moments you could fill it with "{{lead.Last Interesting Moment Type}} - {{lead.Last Interesting Moment Desc}} - {{lead.Last Interesting Moment Date}}" or whatever variation you like and then add the MQL Reason token to your email. Another option would be to create a last program success field. This field would be populated by whatever program last had a success, or reached whatever status you wish. Then use the last program success field in the alert when a lead MQLs. The main issue with both of these is ensuring the field in the email has been updated before the alert is sent, so may require some timing with wait steps to allow the campaigns to finish.

Matt_Tonkin-RP · ‎08-21-2020

So what that filter is actually doing is saying that they are a member of a Revenue Model and that Model is not Leadlifecycle RCE. However that doesn't exclude them from also being a member of Leadlifecycle RCE, they would just need to be a member of another model as well (this assumes you have 2 approved models, which you may be able to depending on subscription). If it is an approved model I don't think you can have a non-member, as the first transition is usually automatic when a lead becomes know.

Matt_Tonkin-RP · ‎08-21-2020

One way you could accomplish this if the LetterNumber rank is likely to change often is using a segment and then a smart campaign to adjust the field value. So you apply the correct scores for each segment rank (assuming A-D and 1-4 or something like this) then have a trigger smart campaign on the segment change that populates the Lead Score.

Matt_Tonkin-RP · ‎08-20-2020

You'll want to use the "Not Opened Email" filter. If you want it for people that we sent/delivered a certain number of emails you can use it with the Was Delivered or Was Sent filters and add a Min. Number of Times constraint: Though you should know that very soon the delivered and sent data will only go back 90 days.

Matt_Tonkin-RP · ‎08-20-2020

One method that I've seen work is assigning content to a persona/multiple personas, and then creating score fields for each persona to act as a counter. Each time someone interacts with content that relates to the person the counter increases, after a certain threshold the person is assigned to that persona. The trouble with this is making it so that it can scale. Ideally you have some sort of url convention that differentiates them or you may be stuck adding each URL to the campaigns for each piece of new content made. One way would be to have programs for each content piece with a consistent naming convention and trigger the score upon a program status change.

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