JessicaMeyers

HI - thanks for your response. Turns out the Marketo Support Engineers (Level 3) CAN deactivate this feature - once I explained to them how this 'feature' had deactivated critical operations, including GDPR compliance required campaigns, they found a way.   My frustration with your solution of just going through the list of campaigns identified within the  "Idle Trigger Campaign Cleanup" and deactivating / activating is that the process of simply deactivating / re-activating a single campaign takes too long. It's not just a toggle switch - the processing time for the browser to update is the killer. My last cleanup alert email had 136 campaigns listed in it.   Thankfully Marketo Support were able to help. (so they tell me, fingers crossed it does work as planned) ... View more

Congratulations to such a talented crew!! ... View more

great post @Kyle_McCormick ! Have had it bookmarked for awhile, and only *just* have the time to sit through and start to work on optimising some of our programs so excited to dive in!  ... View more

This was indeed the issue. Thanks for your reply.  ... View more

Great post!  ... View more

Hey Renee,  Looking at your campaign settings for A and B, since B has no scheduled runs, no one would process through that campaign. Since the qualification rules on campaign A allow people to process once and hour, and the campaign runs once a day, at the scheduled run time, Marketo would process the smart list to see who qualifies and run the campaign.  In the case of a trigger campaign, If you have a trigger that is set to allow prospects to run through once a day, they still have to take that action to trigger the smart campaign each day.  Say based on your example, you have a "visits web page" trigger with a "Once every 1 days" constraint.  Person visits the page in question on day 1 at 12 PM, they would trigger the campaign Person visits the page in question on day 1 at 3 PM, they would not trigger the campaign Person visits the page in question on day 2 at 10 AM, they would not trigger the campaign Person visits the page in question on day 5 at 10 AM, they would trigger the campaign And so on - hopefully that helps clear up how the qualification rules for triggers!  ... View more

Hi @Grégoire_Miche2 ,   Regarding Finding #2 above, you stated, "In another post, we will detail a workaround on how to handle that, but it will take some advanced SFDC skills". I have not been able to find this post. Can you kindly direct me to this post?   We have a few rules that change Sync with Marketo to false, one of those being if Contact Status is set to "Past Contact". We need this information back in Marketo so we can stop sending these people email. But as you pointed out, this will never make it back.   Any information regarding this issue would be greatly appreciated.   Thanks!  ... View more

You can avoid negative scores by resetting your demographic score value to 0 rather than subtracting points. Your 50 starting point sounds rather arbitrary. If you simply say if sales disqualify a lead their demographic score is defined as =0 (rather than -30) I think you would have a far more steady situation that reflects reality. ... View more

Not sure you want that @Noemie_Ferret , it means that you manually have to manage switching them off on all old campaigns to ensure nothing happens that shouldn't anymore. ... View more

Yes, As soon as possable! ... View more

Hey Kyle,  I saw a similar post from a member of my network about this (not on the community), there was an outage on the 14th that impacted campaign processing. This may be what you experienced.   ... View more

I think the disadvantages of workspaces outweigh the advantages, and so I'd recommend to avoid them.   Advantage: Restrict user access Disadvantage: No - or restricted - cloning or referencing of assets across workspaces. No sharing of a central token set.   Trust your users, they won't do stupid stuff, because they are smart and you have trained them well. 🙂 ... View more

It does, Jessica!    thank you so much! M~   ... View more

As a last resort Marketo's starter email templates can be useful. My experience has not been that anywhere close to 95% of teams actually use those templates and if they do, it's not long before they're looking for a better solution. Where you'll find the value in the Marketo Starter Layouts is in having something ready and tested "as-is" if you need to get something out and don't have concerns for rebranding or changing up the layout at all. Granted, that's not really a "real world" solution, but they're there as a backstop so you can at least do something fancy with the editor.   I really agree with Jessica here that you no doubt get what you pay for when it comes to email setup. If you've ever rented a car or moving truck and haven't been able to move the driver seat up/down and had to drive the entire way in an uncomfortable position -- you'll know exactly what this is like. It's possible to get a deal on email (or a rental) but you might not even think to consider if the seats actually move or not (because you'd assume someone else already thought of that) and might be in for a crappy ride.   While this might sound like bad news, in all honesty, sometimes you've just got to get something out the door and the minimum viable product (cheapest, best and fastest) is what you're after.  You'll find plenty of these solutions around the internet if you're ever in a pinch to get something out.   In general I see email "templates" falling into one of 3 categories:   1) As-is, layout based: These are usually hard-coded or inflexible emails that are purpose built to do just one thing and do it well. It's hard to argue with "Free" as a cost for a value assessment here, but the lurking costs of updates and complex edits whenever you want something changed make these a "cost center" moving forward in my experience. It's easy to write bad code that works, but it's much harder for someone else to fix it when things change moving forward.   2) Kitchen Sink: Audit all your use-cases and create a specific collection of modules (i.e. Speaker Module, Webinar Module, etc) that you can just drop into different layouts as needed. These usually have a TON of modules that are specific to some use case. Kitchen Sink templates are usually "everything you need right now" but not as future-proof as you'd like them to be. In some cases, I'd expect the cost of something like this to run close to the cost of a modular template at the end of the day. Where you'd be gaining value here is in not having to recreate a template for each new use-case but where you'd be losing value is when anything changed and you needed a new module (b/c you can't just break em apart and stack em back together)   3) Modular: A more refined version of the "kitchen sink" approach, this is more a collection of individual elements that you'd stack up to create more complex setups. Modular emails are usually more flexible (universal) but also more expensive. Where you'd gain value here is over the long-run (3-4yrs in my experience) and where you'd lose value is if you only needed something simple or "fixed".   My best advice here is think about your future self and where you want your email game to be in a few years and work backwards to the best way to get there. Where I've seen this go wrong (and get expensive to fix) is when the short-term solution (band-aid) turns into "the solution" (foundation) and things just kind of spiral from there into a bunch of different iterations and mess. ... View more

Thank you, Jessica! That's super helpful. ... View more

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!  ... View more

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. ... View more

Ah, fair enough! ... View more

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.  ... View more

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

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.  ... View more

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. ... View more

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