michellechopin

Hi @Dave_Roberts ,   Thank you for the specifics on this and for confirming what I assumed (although in my far-less concise/knowledgeable terms  😋 ).   I will see what our creative team has available - I don't need to be able to adjust the colors/details on this specific logo; it was the only option with the code as it is right now. Once I know what they have, I will likely just reference the file URL, whether SVG or IMG.    Thank you for your input here - this is definitely an easier option than recreating the new logo in terms of "dots" (as you can see, it's got far more points than the original logo!) and now that I have the line of code to adjust, this should be all I need.   I'll follow up if I have any troubles, but I'm confident this will be my solution. Michelle  😀 ... View more

Hey @Jo_Pitts1 ,   I currently only have the favicon version of this icon in this workspace's Design Studio but I will request a larger version so that I can update as you suggest - that's much easier than trying to get a new SVG image setup/created!   The other commenter on this post has provided the code update details so I will use both your responses in tandem.   Thank you so much  😀 Michelle ... View more

This makes so much more sense to me now - thank you for explaining! This is my first time actually using workspaces/partitions so I'm still wrapping my head around the way it all works, and your responses have been awesome. Going through both messages:   I can only use the Person Partition = B2 filter in the B2 workspace so it makes sense that this WS can only see this Partition. We have dedicated assets for this brand both in Marketo and connected to this WS (we use Instapage for example) driving leads directly in. There are the odd occasions where I have to manually move existing leads from the Default/B1 partition but leads are now coming primarily through B2 assets I have updated all the scoring campaigns in B1 WS to only score those in the B1 Partition (you are correct that there is the choice to use B1 or B2) I have also updated the B2 scoring campaigns to only score those in the B2 Partition (as you note, this is potentially redundant given that there is only one choice of partition for this WS anyways but I'm covering all my bases  😋 ) As many of the B2 leads started out in the B1 WS, you are probably right that those leads flew through the B1 scoring programs at some point and now that they got scoring updates in the B2 WS, they ended up as MQLs As I'm understanding the workspace/partition feature better and seeing how things are set up (we DO have routing rules in each WS - they're the same but cover bases again), I realize that the challenge here is likely the alerts themselves because they are controlled by MS Dynamics, not Marketo. Our process is as follows: Marketo awards the score (behavioral and demographic) Once score reaches 65 (MQL), it triggers a Dynamics field to mark MQL = True in that system (also flows back into Marketo) The MQL alert is triggered to the BDR team for them to work I realize that, because Dynamics doesn't differentiate between Marketo Workspaces, this will happen for any lead that has synced to Dynamics, regardless of where the lead lives in Marketo and also regardless of the fact that B2 uses a lower MQL score (50). With that in mind, I'm going to follow up with the team to determine the best course of action so that leads flow to the right people, at the right times (and so we don't double up on BDR reach-out).   Thank you again for all your help - I'm feeling much more knowledgeable about this part of Marketo now! Michelle 🙏   ... View more

One additional question as I review leads in general through these campaigns - they're all listed as members of the Brand 2 partition. Is the best/easiest way to identify/separate leads that originated in the Default partition/workspace by using the Person Partition Changed filter?   The reason I ask is because if I want to be sure that can tell the smart campaigns to only work on leads in the Brand 2 workspace but I only have a choice to use Brand 2 in the Person Partition filter (despite this workspace being connected to two partitions). I don't see a change in the number of results when using that filter vs not, and I want to be sure it's giving me accurate results before I use this/go any further.    Happy to message privately with screenshots to give more clarity if that is better/easier.   Thanks so much, Michelle ... View more

Thanks for the extra information, @Darshil_Shah1!   The reasoning behind the routing makes perfect sense. After checking the Workspace/Partition details, our second brand IS set up to connect with the default partition as well (under the Workspaces tab, our 2nd brand notes only one partition, which is what I was looking at; however, the Partition tab shows the default one AND the one for the Brand 2 WS).   Workspace Tab Name Partitions Brand 2 Brand 2   Person Partition Tab Name Workspaces Brand 2 Default, Brand 2   With that information, I could do one of the following? Remove the Brand 2 workspace access to the Default partition (not sure what the implications of this are - I am guessing it was set up like this for a reason) OR Set up routing rules that put leads that belong in the Brand 2 partition in that partition when the come into the database (is this the best practice/proper route to go?) For the latter option, if the Brand 2 WS remains connected to the Default and Brand 2 partition, should I still use the Person Partition filter on the scoring smart campaigns to ensure that only the leads in the Brand 2 partition get scored? I am tempted to use that regardless as it seems like a great backup to ensure that only the leads in the applicable partition get scored.   Many thanks! Michelle  😊 ... View more

There were Batch campaigns used at one point to move leads from the Default partition into the new one - we don't have any ongoing routing rules/assignments. Since I've been working with this brand, I either directly upload leads into the partition (I will manually move any leads identified in the Default partition after that) or leads are added via website forms that are only connected to this workspace/partition. With that being said, do we still need to have routing rules/assignments in place? And will executable campaigns be applicable outside of those routing rules/assignments? if they are, where would you recommend those campaigns be executed from?    I need to make sure that the scoring set up in the new  workspace/partition only affects the leads within it, regardless if they were ever in the Default workspace, and whether I'm doing a batch campaign to backfill data or the trigger campaigns are running ongoing. I wasn't able to find an article anywhere that explained how to set up scoring like that (only for scoring in the case of a global instance without separate partitions) so if you have any resources that can help that would be awesome too!   Always appreciate your help and expertise  😀 Michelle ... View more

I always appreciate your help and expertise, @Darshil_Shah1!   I didn't realize that choosing not to download images would could as "unopened" and this probably far better explains why a lead is scoring for a click without "opening" said email. I've removed the choice in the flow step and reverted it back to the standard score assignment, and will work through the Bot Activity article to stop scoring from getting overinflated at any point.   Many thanks! Michelle  😀 ... View more

Thanks for clarifying @SanfordWhiteman  😊   I'll set up a {{my.token}} for this scenario so that we have it available any time we use a landing page in our second brand (any subsequent brands in the future).   I wanted to make sure I understood the process and that I didn't continue to look for settings that aren't there  😋   Appreciate your time on this! Michelle ... View more

@SanfordWhiteman,   To clarify - once a domain alias is created, it doesn't get automatically included in any new landing page we create for alternate brands, and we have to manually change that part of the URL in any CTA or embedded link into the new landing page at setup?   e.g. I create a landing page in Brand 2's workspace, which would automatically have the URL as https://brand1.com/[landingpage], which I add to the CTA/embed link in the email and manually update the URL to https://brand2.com/[landingpage]?   If that's correct, then I'll remember to do that each time we need to link to a Brand 2 landing page anywhere.    Many thanks  😊 Michelle ... View more

I have the same question and can't seem to find this answer anywhere - the last answer from @SanfordWhiteman looks like it references typing in a URL in the browser, vs the link one would include in an email CTA, for example.   We have two brands that we're supporting through Marketo and, to date, both used a single landing page CNAME - https://go.brand1.com/ (in two different workspaces). Our Marketing Technologist recently set up a second CNAME for the second brand and added it to the Marketo's Domain Alias section (Admin > Landing Pages > Rules) - https://go.brand2.com/.   However, when I try to set up a landing page in the second workspace, it's still showing https://go.brand1.com/landingpage and I can't see where to change it or set it up in that particular workspace. Is there an extra step we need to take? Is anything in this article for Email Branding Domains relevant/related?   I've always inherited instances and have never worked with multiple brands/workspaces before so this is a learning opportunity for me!   Many thanks as always! Michelle       ... View more

Hey @Darshil_Shah1 and @Vinay_Kumar,   Thank you both for your input! As usual, user error on my part and I wondered if it was the addition of the Pause item that did it.   I appreciate the clarification and explanation - even though these people ended up BACK in the program, they're all paused which means we don't lose any data associated with them in this program if they generated anything. My team member's main concern was ensuring that these leads didn't get any of the nurture emails while our sales person was starting to reach out directly, and with the Pause in place, that will do the trick.   I've not really ever used the Not in Program status before so I added the Pause JUST in case it didn't work - turns out I was the one that broke it  😋 I'll continue to only use it as a way to remove people perhaps accidentally added to a program should that ever occur but will focus on either using Pause for nurtures, or an appropriate status in other programs to exclude people if necessary.   As always, I appreciate this community and all the help you provide! Michelle  😀 ... View more

As promised, keeping thread members updated on this process. The Dynamics Campaign Sync item was turned on but didn't seem to fix what now seems to be a weirdly specific issue.   We have two custom fields called Source Campaign and Source Campaign Most Recent, which is where we add the Campaign ID from Dynamics. When leads are either imported with the Source Campaign field, or updated via Marketo Smart Campaign, the two fields are showing the right information within Marketo; however, that data isn't syncing over to Dynamics, even if the lead itself is syncing (all other new data is matching what I see in Marketo, so that's how I know the person sync is happening).   This is for leads in the new workspace, so not sure if that has anything to do with it but as I upload new lists into our Default workspace, I'll check whether those leads also fail to get that information in Dynamics. The strangest thing is that this hasn't been an issue to date - I only noticed it with the new workspace/partition uploads but, as you know, there aren't specific settings for those and everything is connected to the same Dynamics instance.    Still super baffling but I'm waiting on a reply from Marketo Support (assuming I've sufficiently baffled them too  😋 ). Will keep updating as I learn more! ... View more

Hey @Darshil_Shah1,   We've turned on that campaign sync now and I'm running some test leads into Dynamics to see if that solves the issue (currently running into leads prevented from syncing because there are duplicates in Dynamics - that's a whole other project  😋 ).   Once I've managed to get some leads to sync, I'll post an update either way!   Appreciate all your help troubleshooting this  😀 Michelle       ... View more

Hey @Darshil_Shah1,   Appreciate the condolences on the filter view - I feel super silly for missing that entirely  😋   I took a look at the Microsoft Dynamics sync settings and it is not enabled as per the screenshot here:   I'm double checking with my Dynamics admin to see if this is what's causing the issue and if it's usually turned on because this wouldn't explain why my own test lead synced properly to Dynamics with all that information. However, the team did recently do some updates for our MS Dynamics authentication so I'm hoping that this was turned off and someone simply forgot to turn it back on. I would love if that was the solution because this is the ONLY data not syncing (I did another lead import/sync test today and the leads are syncing to Dynamics; they're just missing the Source Campaign data)  🤞   Thank you for the added area for troubleshooting - I will let you know/mark this as the solution if that is the case. Definitely a mystery keeping me on my toes, that's for sure! Michelle  😊     ... View more

Hi again @Katja_Keesom and @Darshil_Shah1 ,   I didn't realize that our default view on the Results page was set to Email so that's why the Activities were showing as none  😣  - now that I've changed the filter to "None" I can get a better idea of what is happening with these leads. I promise, I'm not usually this clueless!   I can see that, from Marketo, all the smart campaign flow steps are happening as they should (there are only four - sync, wait, update Source Campaign if empty, update Source Campaign most recent)  - the only lead that was completely prevented from going to Dynamics was because of a duplicate in that system (understandable).   Looking at the campaign results and going into each lead's Activity Log, all the campaign flow steps are executing within Marketo and partially updating in Dynamics, as I can see that the User has changed in Dynamics (it's a generic marketing one for new leads). It seems that the Source Campaign information isn't populating/updating in Dynamics (I've confirmed and double checked the Campaign ID several times to be absolutely sure).    To your other point @Darshil_Shah1 (and with @Katja_Keesom's follow up agreement) - I originally started out by doing the list import and then using the Person Actions > Microsoft > Sync Person option but because I didn't see things work properly (and wanted to make sure I had the Source Campaign data in there), I used a Smart Campaign afterwards. Note: When we do this full upload, we will be including all the data needed to sync to Dynamics in the import file so that it's good whenever it does sync to Dynamics.   It seems like the couple weird things that I was noticing weren't weird at all in Marketo (it was me  😋 ) but there is something strange happening with the lead information only partially syncing to Dynamics - now I can investigate further with our CRM Admin.   If you have any suggestions for what might go wrong on the Dynamics side, I'd love to hear about it but I also realize that's a separate and different system (I personally have no experience with it at all). I appreciate you taking the time to review and give me spots to troubleshoot and eliminate anything going wrong on the Marketo side.   A fun puzzle to end the week on! Michelle  😀       ... View more

Hi @Darshil_Shah1 and @Katja_Keesom,   Firstly, thank you both for jumping in here - I very much appreciate your insight and questions, which have helped me better understand. I had thoroughly confused myself as to Workspace vs Partition and after re-reading this article plus your comments, now it is much more clear.   Two updates based on each of your comments/replies:   I assumed these leads were in both partitions because when I searched within the Database while in each workspace, the leads always came up. However, upon looking closer at the specific lead examples I sent Marketo support, I can see the snippet at the end of each lead's URL showing either accessZoneId=1 (the lead that was in the Default partition and gave an error) or accessZoneId=2 (the test leads I had successfully imported). I also took at look at the Campaign Members in the smart campaign I ran and added the Person Partition column to the view - they are absolutely only in one partition (so this is definitely a user error of understanding on my part  😋 ). I can also confirm this by going into each lead specifically to look up the field. In the Flow for this particular import, I have Sync Person to Dynamics ahead of other data updates we do on this campaign:   Notes: There no Results in the Smart Campaign - it shows "No activities found" When I go into the Campaign Members, and choose Qualified People, there's nothing there either.  Each of the leads that didn't make it through to Dynamics also shows nothing in the Microsoft Type field on the lead record So, while the leads are definitely going into the right place in Marketo, I need them to sync to Dynamics and cannot for the life of me figure out what is missing/going wrong. Is there anything else I could check or look into to see if I can gather some more information?   I am going to try a couple more test leads now as I just saw that we updated our Marketo/Dynamics integration so perhaps that was causing the issue. Will update if anything works when I do that! Thank you again  😀 Michelle       ... View more

Many thanks @Darshil_Shah1! We assumed as much but wanted to get validation on this, and now we have learned.   I also spot checked the same members and now see that they all have "Email Delivered" at 10:00AM in their Activity Logs.   Many thanks for your help and quick reply  😀 Michelle   PS. This would be a great addition to the documentation on Engagement Programs and Recipient Time Zones! ... View more

@Jo_Pitts1 , thanks for the reply! I don't like to leave thing unanswered and as many of these little items have been a user error or misstep on my part, if posting things like this helps others avoid the head scratching (for themselves or to support fellow community members) then awesome!   This community has been a huge help for me as I've inherited a Marketo instance with zero handover, and I very much appreciate the vast wealth of knowledge here. I shall miss you all while I search for my next role and hope to be back in the community, continuing my Marketo journey soon enough!   Happy New Year to all  🎉 ... View more

Hi @Jon_Chen,   Many thanks for the clarification - I assumed as much but wanted to be sure (and thanks to @SanfordWhiteman for the tag/follow up too!).   I've added my personal email to my Credly account so that I don't lose access to my badges from my certifications, and once I'm established in new role, I'll definitely reach out to connect my new work email at the time. Of course, that's assuming wherever I end up uses Marketo but I'm definitely going to target companies that do so I can continue my use of the system and build on my learning to date (and the certifications I've earned).    Much appreciated and thanks for continuing to be an awesome community - until we meet again  👋 Michelle ... View more

Hi @Floyd_Alvares2,   Thank you so much for the quick reply and confirmation!    That sets my mind much more at ease and I'll activate these now - super stoked to get to use a program like this for further personalization and streamlining in our engagement programs.   Much appreciated  😀 Michelle ... View more