MichelleK

Hello Community!   I've recently re-formatted our engagement programs to streamline them and I've given myself an opportunity to use a nested program for the first time (yay!). I used this awesome guide, alongside this post to better understand the set up and how the Smart Campaigns work, and imported the Marketo Program template as well for basic outlines ( there doesn't seem to be a single step-by-step guide anywhere, which would be super helpful).   With that, I've been able to add my nested program to the stream as follows (I also learned that you cannot nest a program if you're using "Recipient Time Zone" in the Stream Cadence): The Nested Program Smart Campaigns do the following: Skip: If a lead has filled out the form on our website to get this brochure, then change their Program Status to "Skip" Send: If a lead is a member of the main engagement program, then send them this email, and change their Program Status to "Sent" Before I activate that program in the stream, I have two questions: There is a blue arrow on the Sent Email Campaign now that I've added the Nested Program to the Stream (as above) - will this automatically work as I activate the program in the stream or should it have it's own schedule (i.e. every 2 weeks, one hour before the Stream Cast time)? Is it safe to assume that once someone reaches that Brochure Program and either receives or skips it, that Marketo will move the lead onto the next piece of content at the appropriate time (either on the next cast date or in place of the skipped program)?   Apologies if those are obvious questions/answers - without clear step-by-step instructions, I usually need expert reassurance before committing to it  😆  Once I'm good with this program, I'll be implementing it across other engagement streams too.   Thanks in advance! Michelle ... View more

Hello Community,   I'm wondering if anyone can help identify why, after integrating Zoom Webinar with our Marketo instance, why the Smart Campaign to fire the thank you email isn't working.   Using the integration guide, leads register through a Marketo form and landing page and push back to Zoom as per the API. They are meant to get a confirmation email with the web link URL tag included once they submit the form but there are currently no members in the campaign. Here's what the campaign looks like and I'm wondering if I'm missing something?     I have confirmed that the webinar connected has the same ID as in Zoom and I can no longer change the webinar settings either as it has active/has members in it.    Additionally, not sure if this has had an impact but our webinar subscription expired last week, a day or so after setting this up, and I only discovered it this week. While it's fixed now, and I've re-added all the leads to the webinar via Zoom (they were already in Marketo), those NEW leads who have registered since things are back on track, haven't received their confirmation email either (and we aren't sending one from Zoom).   Any help would be much appreciated!   Thanks in advance 🙂 Michelle         ... View more

Hello Community!   My SFDC Admin and I have been working on some data cleaning and updates in recent weeks. Until the end of May, we only pushed leads to SFDC when they hit a lead score of 40 and went to Sales. With the increase in lead generation from my team, this was causing issues if people hadn't reached the set score to sync but were calling into Sales (they couldn't find the lead, attribution was being mixed up etc).    So, after some troubleshooting to identify why leads were being throttled going into SFDC from a Marketo Smart Campaign, my Admin used Dataloader to push 23k leads into Salesforce as cleanly/quickly/easily as possible. She did this on June 11 and, since then, we've ended with a number of issues: Numerous notifications with the below error (I found this old thread for some reference but no solution): We were seeing a lot of duplicates hitting SFDC that were using the same email address which was odd (this is outside of the leads that were created by Sales for the above-mentioned gap) When I checked my Possible Duplicates Smart List in Marketo, it had gone from a pretty regular ~3k leads (we have a lot of clients that share an email address) to 48k, with 23k happening from June 11 onward - from reading the above thread it seems that this Trigger might cause duplicates? Without context for this Apex Trigger (it's part of the MSI Managed Package), we're unsure how to address or fix it - my Admin has a ticket in with SFDC to hopefully get some insight (we had a vendor set up our SFDC and our Marketo instances in the past with little/no documentation left behind).   Musings/Thoughts: I can identify all the duplicate leads in Marketo and was considering deleting them en masse (including in SFDC) but that makes me nervous in general. I'm also making the assumption that, because their last update was June 11 onward, they're a duplicate because of this process vs being created in Marketo in the past and in SFDC before the sync happened (I can't verify each duplicate individually because of the volume). If I was to do the above, is this Trigger going to create more duplicates? If this error has shown up because of the bulk import, that's fine - we don't have a need/plans to do any further bulk imports. Does anyone have any experience with this error and working with it? Any insight/advice/suggestions are always welcome.   TIA  😀   ... View more

We have a page on our website that gives leads the option to download up to 6 brochures. While we use the same form on each landing page, they are separated by a form name identified in the code and I'd like to see how many leads are downloading more than one form.    I've only been able to pull a report and smart list that identifies how many leads have filled out each form using custom columns, but I can't seem to find, or figure out, how to identify leads that might have filled out 2 or more forms. Is that possible? ... View more

Hi Community,   I've seen threads throughout the forums about identifying the First Activity for a lead but they all seemed to be either very specific to a particular program/campaign or for those who know the date/date frame they wish to search for.   While we can run filters on Latest Activity (Date only), there's no option to do so for First Activity - I'd like to identify that someone HAS a First Activity (and potentially narrow it down to things like website visit etc.). I created a custom field and automatically went for Date but realized that means I have to know when the activity happened. Any suggestions on the best way to find simply that there was a First Activity?   Appreciate any insight or suggestions! Michelle 🙂   ... View more

Hi Community,   I'm finally able to set aside some time to get training for the Marketo Certified Expert track and was wondering if there are updated resources available anywhere?   Everything I've seen posted in the Community is a number of years old - the most recent post was from Feb 2020 and the link included in it is broken/no longer active. I think it's the same link as on t his page  under Marketo University Support - both the MCE Exam Topics and Certified Expert Exam Prep links give 404 errors.   Any direction would be great, and if it's just a case of reading through Marketo's Product Documentation then so be it!   Thanks as always, Michelle  😊 ... View more

Hello Community members!   My company currently only sends Marketo leads to Salesforce once they're deemed qualified (lead score = 40) and we're seeing gaps in our data/process: Sales can't find a lead that's still only in Marketo (usually when the lead calls or messages Sales directly) so they create them fresh in SFDC, which leads to duplication issues and incorrect attribution While our databases are similar, there are a number of leads that live only in Marketo and we want to ensure that SFDC is always our record of truth I'm setting up Smart Campaigns to push leads into SFDC upon creation to resolve the above issues and I'd love to get some extra eyes/expertise on my set up to make sure that what I've done makes sense (I sadly don't have a sandbox environment to play in).     Smart Campaign (Trigger - for all future leads) While I've included the extra constraint on the trigger to require a form fill, I realize that's likely redundant as we can't capture new leads without that! The email address filter excludes anyone with a company, vendor partner, or @TEST email address (we do a lot of testing using our work emails) so we don't confuse anyone/fill up queues with irrelevant emails.   From there, the Flow moves them into a Marketing/Unqualified Lead Queue set up for this, adjusts their data value to note they've been passed to SFDC, and adjusts their applicable Person/Lead Status.   Smart Campaign (Batch - to move all existing, non-synced leads into SFDC) The idea is the same here but to capture any leads that have yet to be passed to SFDC once the above trigger campaign is live (I've picked April 30 for now but that might change). All the other elements are the same in the Smart List and then the Flow.   Given the way our current campaign is set up to drive leads to Sales agents or our default queue when qualified by lead score, I don't think anything needs updating there (it doesn't include/use Create Date). Screenshot for reference:   Any feedback is welcome and appreciated  😀   Many thanks in advance! Michelle ... View more

Following on from my last request about setting up a lead score report (without Advanced Reporting), I'd love to know how those leads progress in score from one month to the next.   As an example, the below screenshot shows that there are 627 people in the 20-39 category in January - how can I find out how many of those progressed to 40+ in February, or even down to 1-19?    Or does this require Advanced Reports entirely?    Appreciate your help and guidance!     ... View more

Hi Community,   Reaching out for your help as always! I am looking to create a Lead Scoring report and found this awesome thread that shared how to do so without having Advance Reporting. I've followed all the steps but the report isn't showing the information how I'd expect.   Here's my process: Created three Smart Lists to collect leads with scores of 1-19, 20-39, and 40+ for the last month (MQL is 40). Here are the filters for the 40+ grouping as an example Set up a Person Performance Report (assuming this is what the OP meant by Lead Report) with my Smart Lists Adjusted the Report setup as follows. Note: I've gone with The Person Created At = All Time as I want to know, overall, which leads fell into each score group last month (if I change it to = Last Month, it will ignore leads created before that):   The report looks like this (I adjusted the Grouping to be by the hundreds so it fit the screenshot - results are the same): There are 2800+ leads in the first smart list, 770 in the second, and 1500+ in the third so I'm unsure why all those columns say zero (also impressed that someone has managed to amass an enormous score - likely a tester!).   What am I missing here? Is this the wrong report? Am I pulling in the wrong data? Is this whole process wrong?   Any insight is much appreciated, and if there's any other information I can provide, please let me know. TIA!   ... View more