About LucasDF

LucasDF

Mmm that's very interesting, I think I'll let them create them as "contact" then, the only problem is : If they register someone we already have in database it won't tell them that its a duplicate contact as one will be a "contact" and the one we already have is currently a "lead". Concerning you first question, I was thinking about the other way : Created in marketo and doesn't appear in Salesforce, but If created an automatic flow and it seems to work well !

LucasDF

Hi Brooke, I'm my own Salesforce admin so I'll check about that, but I think its already set as Read/Write : when I modify a "Leads" in Salesforce it also modifies it in Marketo, but If they are register as contact they are not created in Marketo. So my question was about how should we treat these persons on Salesforce ? Is it a good a Idea to let the team create them as "Contact" or should I tell them to create them as "Leads"?

LucasDF

Hi everyone, I'd like to hear about your best practices concerning contact database Sync between Marketo and Salesforce, I already know how to send Marketo contact to Salesforce, when I edit them with one of the two platforms it modifies it on the other platform, every is well synced... BUT I've given the sales team access to Salesforce so they can start working with it and there is a little problem : When you transfer contacts from MKT to SF, it will make them appear as "Leads" in SF But my Sales are registering new people as "Contact" in SF I understood that when one of my sales told me "Why can't you see the contact I added on SF with Marketo ?" In my opinion, they should register their new contact as "Lead" but I'm not really sure, What's your idea about that? Have you ever been confronted with that kind of methodological problem? If you have any other comment related to the subject I'd be glad to hear them, Lucas

LucasDF · ‎01-25-2021

Thanks both of you for your answers, I figured out how to solve the problem, As Michael said Salesforce won't allow a lead to be created without a company value and I realized that Marketo had an option to set a default value for those kinds of fields. So, when you're on the "admin" page, in the Salesforce tab ("Integration" section), you can click on "Edit sync options". From there you can see a field called Default person company , and in this field I typed "Not provided" and everything went fine when I sent all of my contact to Salesforce, no more error message. You can do that for Last names as well, I don't know what's the use of it but it might be interesting to know.

LucasDF · ‎01-22-2021

Hi everyone, I've recently synced Marketo with Salesforce and now I'd like to send all the contacts I have in my Marketo database to Salesforce, I've tried to find informations on the Internet but it seems that most topics talk about importing contact FROM Salesforce TO Marketo and not the other way. If anybody could give me some tips about it, it would help me a lot. EDIT: I found how to send those contacts to SF but I have another problem : As i'm working with politician, they don't have a proper "Company" as Marketo and Salesforce understand it and when I tried syncing everything I got an error message telling me the "Company" field was missing. As they are related to a region, I was thinking about putting their region as their company but I do think its a good practice, any idea about it ? Thanks

LucasDF · ‎12-08-2020

Hi, I'd like to know if any of you have already tried to fill a PDF form from a marketo form, let me explain. My company needs some informations from the customer to send a form (filled) to a subvention organisation. I'd like to make it simpler for the people in charge of filling those forms. Would it be possible to create a form that automatically fill a PDF ? I've already created a PDF with spaces to fill in it, can I match it with a form ? Let me know if you've already tried to do this kind of task, Thanks!

LucasDF · ‎10-19-2020

Thanks for your help ! I will try that as soon as I can, As I'm a quite recent user of Marketo, I'm not used to using token at the moment so if you have any resources about how to use this piece of code I'd be super interested EDIT : Is it correct according to you ? # set ( $stateEvents = { "Auvergne-Rhône-Alpes(This is the name of the state/region)" : [ { "name" : « Lyon (Name of the city)» , "datetime" : "2020-11-23T (Date of the training)" }, { "name" : « Clermont-Ferrand » , "datetime" : "2020-11-24T" } ],

LucasDF · ‎10-14-2020

We have around 100 departments, divided into 18 regions: I have the postal code of every one of my contact so when he lives in a particular region, I'd like him to receive the date of training of the cities in that region (maximum 2 cities per region generally)

LucasDF · ‎10-13-2020

Hi everyone, First, I'll explain what I'm trying to achieve so you can share your best practice on how to do this efficiently. My company offers training services, some are individual so you can schedule whenever you want and others are group training with specific dates and locations, I'll be focusing on those group training here. What I want to do is to create an emailing campaign to alert my database that training will take place near them. I already have their address so I want as many different emails as there are regions in my country. I have all the date and location of the trainings on an Excel doc and I'd like to use the token to select automatically the training location and date of each person. I had to send emails for a first campaign before I knew how to use tokens: I created around 18 campaigns to do so... I'm sure tokens will save me a lot of time for the next campaigns If anybody ever experienced this, I'd be glad to hear your advice and best practices, Thanks a lot, Lucas

LucasDF · ‎10-08-2020

I'll test it as soon as I can and I'll tell you if it works 🙂

LucasDF · ‎10-07-2020

Thanks both of you for your answers, I'm not sure I understand the logic of your process, I don't understand why using the "all asset" criteria, Why not apply the old value of content downloaded, add a comma, and then add the new value?

LucasDF · ‎10-05-2020

All of it 😓

LucasDF · ‎10-05-2020

Hi everyone, I've been trying to create a "Content downloaded" field for my contacts as I like to have a history of the DL path of my prospects, So I created the field, and started to set up my first rule : On each form (downloading files specifically) completion: Change score:+5, Send Email: downloading link e-mail, add "Name of the file" to "Content downloaded". BUT, I'm afraid of one scenario : If a contact download several contents, will the previous value written in the "Content downloaded" be replaced by the new one ? I found an old article on the forum where a person advises to use choices like this (I replaced what he wrote according to my case): Choice 1 : If "Content Downloaded" is empty Attribute "Content Downloaded" New Value : {{system.datetime}}: "Name of the files" Default choice (this is where I'm in trouble) Attribute "Content Downloaded" New Value : {{lead.Content downloaded}},{{system.datetime}}: "Name of the files" Is it correct according to you, or do you have any other good practice to solve this problem ? Thanks a lot Lucas

LucasDF · ‎10-05-2020

The thing is, I've already used that plugin and it worked just fine, However, it won't work with Marketo Form whereas it works with Contact Form 7. When I think of it, Contact Form 7 gives a much shorter integration code than the Marketo Form. I'm not a developer so its probably nothing but maybe the format of the code doesn't fit, And no, I'm not using bootstrap, I'm going to see if I can share you a previsualization link of that pop up so you can judge by yourself

LucasDF · ‎10-01-2020

Yes i did and it just shows the code even in lightbox version

LucasDF · ‎09-30-2020

Hello, I'm currently using the plugin popup maker on the homepage of my website to promote a new service we offer, I've already used it with a Contact Form 7 and it worked well but I don't really understand how to integrate a Marketo form instead. It might sound a bit dumb but if anybody could help me with that I'd appreciate it. Thanks a lot

LucasDF · ‎09-01-2020

There are no other ways to make it work with other form ? I could do that but I have to say the form editor in Marketo isn't really great aesthetically speaking, it wouldn't look good in the design of my website, otherwise I'd do it

LucasDF · ‎08-31-2020

Hello, I wanted to know about people's best practices when It comes to connecting WordPress Form with the Marketo Database, For my example: I'd like people who fill the newsletter form on my website to be automatically transferred to the Marketo Database with a Label "Newsletter" so I can send them directly into my nurturing process. I guess there are many ways to do that, so if you have any advice to give me I'll be happy with that, Thanks Lucas

LucasDF · ‎08-27-2020

Awesome, I have my answer, thanks for your help 😁

LucasDF · ‎08-27-2020

Thanks for you answer, sorry not to be precise enough, Let me give you an example of my case, it will be easier to understand : I added a big list of contacts to my database and I mailed them, but then I realized that they were not as qualified as I thought they were and I wanted to delete them from my database : My question was, how long will it take for Marketo to erase them of my contact limitation? (As I imagine people could abuse of this and use Marketo just to send Email to unlimited number of people, I just wanted to know how it would react) By non contact I meant people that are not in the data base

LucasDF · ‎08-27-2020

Hello, I saw on the forum recently that it was impossible to send email to non "contact" people, So I wanted to know if, when I suppress a certain number of contact my total of contacts / my contact limit reduces instantly or if there is a time-lapse before it's taken into account? I hope my message is clearly understandable, Thanks for your help

LucasDF · ‎08-21-2020

Hello, I've been creating an email template for marketo on Beefree, I've also uploaded the picture of this template in the Marketo design studio, however, when I try to look at the preview, the pictures don't appear, If someone know how I can fix this I'll take any advice, Thanks

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Date Registered	‎08-21-2020 03:18 AM
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