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the Community is a number of years old - the most recent post was from Feb 2020 and the link included in it is broken/no longer active.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

I've set up Interesting Moments to run on every form fill on our website and want to include the web page that the form is filled out on (we use the same form in multiple places so I'm trying to give Sales a wider picture of the lead's key activities). I updated the IM to be as follows: However, after filling out the form to test, this is what shows in Marketo - it's not populating the Web Page: My questions: Is this the correct trigger I should be using to display the Page URL? I tried {{trigger.Name}} before but it populated the name of the form (assuming because that's the trigger for the IM) This particular form is a pop up once the visitor clicks on the page CTA - would that prevent the web page trigger from working as intended? Any help/insight is much appreciated and thanks in advance  😀   ... View more

I've been working on an overview of my company's email marketing since starting use of Marketo and also to compare pre- and post-COVID activities. In doing so, I noticed that all of a sudden (after March), we ended up with significant numbers of soft bounces on our email sends - 13-30% on our larger sends (we used to have a delivery rate of around 98-99%).   The following screenshots show the difference in delivery rates before this issue appeared (ignore emails with smaller numbers - those are tests and the filtering in the report doesn't work properly and/or crashes the page):   January - March 2020 (most recent at top) April - October 2020 (most recent at top)   I'm having a hard time figuring out what could have made these changes happen so abruptly at such a volume. I've taken a look at the Smart Lists for campaigns before and after the change but there's very little difference - if anything, we've added a few more filters to remove people already speaking with Sales or having made a booking (purchase): Before Change After Change Note: When we have regionally specific emails, we add a Country filter here also   I've set up Smart Lists using the Bounce Category Numbers (amazing guide for anyone that wants it!) to identify Contacts with Hard vs Soft Bounces. I am going to use that to remove the Hard Bounces permanently so we stop sending to them but I'm not sure how best to deal with the Soft Bounces and would love any suggestions/insight.    The soft bounces seem to be around the same number each time we send an email to the same sized list - should I remove them from future email sends? If so, can I bring them back in at some point? Is there anything I can do to clean that up generally? On the email sends of 70,000+ people, we're not reaching ~20,000 people so I'd love to fix this in whatever way is appropriate.   Thanks in advance for any help and if there's any other information I can include to help solve this, please let me know! Michelle   PS. I found this discussion that talks about a Soft Bounce Control but I can't find it in the Community. If this is something I can do, and someone has the original post or even the solution, that would be great! ... View more