About JessicaMeyers

JessicaMeyers

As Sanford said, natively no you can't pull "score changed by 40 points" If you have Sales Insight deployed, you might look at something with priority and urgency? You can customize the relative bands, so while you can't specifically give sales and indication of "this person changed +40 this week" you should be able to help them identify ones that are more active!

Kyla_Natali

Thank you, Jessica! That's super helpful.

JessicaMeyers

Do you currently have a "one to one" sync between Marketo and Salesforce? If yes: 1. Yes the records will re-sync from Salesforce during the next sync cycle. 2. If you need them not to sync you need what is called a "sync filter" essentially it is a field in salesforce that says "yes send this record to Marketo (or no don't send this record to Marketo). there are MANY posts on this. Here is a good one. If you already have a sync filter in place. 1. Before you delete from Marketo be sure to update whatever your sync filter field is to ensure they don't sync back! As I said above, there is a lot in the community on sync filters, they are a popular topic, but they don't come without some things to be aware of!

SanfordWhiteman

This is applicable for the filters. We need to set log (Or, and or advance) depending on what we want to achieve. Jessica is saying that all multiple triggers are treated as if they have an implicit OR between them. This is something new users don't always understand. Filters have user-configurable ANY/OR, ALL/AND or more complex Boolean logic, but triggers also have a non-configurable OR.

SanfordWhiteman

If the sender IP is rate-limited by the recipient, but not completely blocked, that's what you'd see: a portion of recipients (and not the same recipients each time, it's effectively random) receiving emails, the rest being soft-bounced for being over the limit.

SivaramanMani · ‎03-12-2021

Hello @alord Champion/Challenger will not send the winner email after the test and instead, it will just notify you on which one performed the better. So you need to drag the slider to 50% so that the audience will be split into half just as you expect. In the next step, you need to choose the champion criteria and when you should be receiving the notification. If this answered your query mark this as answered. Regards, Siva

brianelswick · ‎03-02-2021

YES! The description field is available via API, so it should be searchable within the UI itself.

JessicaMeyers · ‎03-01-2021

If you remove a sync filter, the sync will only bring over records with a new system mod stamp (in Salesforce). For example, we had a sync filter on the opportunity object, for a lot of internal reasons, I couldn't mass update opportunities, I just had to "rip the bandaid" so to speak and de-activate the sync filter. All of the ops that were technically visible to the sync, just not synced via the checkbox didn't flood my system - this is b/c this system mod stamp wasn't recent. I was able to work with support to get them to adjust the time frame the sync was looking at for the opportunity object.

Katja_Keesom · ‎02-26-2021

Ah, fair enough!

Katja_Keesom · ‎02-25-2021

Jessica is exactly right, that stops the campaign being deactivated by the cleanup.

JessicaMeyers · ‎02-23-2021

There is a workaround (smart campaign to add and remove people from static list based on smart list ) but this seems like a key improvement, membership in static lists doesn't change as often (by nature of the lists) but syncing real time with a smart list would be a huge benefit.

msutton · ‎02-23-2021

Thanks, Jessica. This was our conclusion and how we're now handling it as well.

JessicaMeyers · ‎02-17-2021

Hey Alexis, I think this docs article actually does a great job of explaining period costs: https://docs.marketo.com/display/public/DOCS/Understanding+Period+Costs In short, it really depends on how you calculate costs for the program. If you think of the cost it is fixed as the cost you spent to get them produced, then if you put the cost in once all "successes" will be divided out across that cost.

SanfordWhiteman · ‎02-16-2021

That last example with the Add Choice is actually *not* recommended. There's a race condition that can cause such choices to fail to behave as expected with a Fills Out Form trigger.

Michael_Florin · ‎02-16-2021

Just wanted to add that the field "SFDC Type" tells you if a Marketo person is a Salesforce Lead or Contact.

JessicaMeyers · ‎02-15-2021

Hey Tori - Little late, but I want to say we definitely started to see a bit of a drop in Click to Open rates towards the back half of last year, nothing major, but a little dip for sure. I'd love to speculate based on things, but for now it is just a trend I will be monitoring.

JessicaMeyers · ‎02-15-2021

Great article @Katja_Keesom - I work in healthcare - specifically with Private Practices, and our Customer audience is full of people sharing email addresses (info@practice.com). I've been working with our CS Ops team to stem the flow, but this is a concise way to explain to non-technical users why the present problems. We have a third party tool to help minimize duplicates in our CRM, but it needs some love. I'm curious what other tools people are using to manage duplicates?

JessicaMeyers · ‎02-15-2021

Its been a bit, but I wanted to second this recommendation. I think its always best to align the whole database to one standard. If you implement a new model, and not everyone is using the same rules it can be really tricky for the team working records to understand what drove the score of the record!

JessicaMeyers · ‎02-15-2021

@Brian_Law_MKTO - can you specify what permissions specifically are needed? I am having trouble merging a handful of marketo only records with SFDC contact records and want to make sure I have the correct permissions!

JessicaMeyers · ‎11-17-2020

In our use case we are ok with the ID being the display value, mostly we want to be able to capture this info in Marketo, and sync it back to Salesforce. My understanding is the following 1. I will need to sync back the id as the value - not a problem 2. I should see the field normally if I give the sync user profile read-write permissions into this field? Is 2 the case? I am not seeing the field in my field management.

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Date Registered	‎10-14-2020 08:17 AM
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