omarsanchez

omarsanchez · ‎05-26-2021

Hello After building a data health audit I'm working on setting up operational campaigns to fix some of the issues had found. So far I got the following strategies checklist in mind: Unsubscribes management. Email invalids and empty email management. Leads marketability management. Program to manage block-listed leads. Program to manage marketing suspended leads. Program to report and process duplicates. Data normalization strategies (city, state, country, and other string fields). In your experience what would be other general operational campaigns or strategies to include in the checklist to handle global data management that could apply to all clients and instances?

omarsanchez · ‎05-26-2021

Thanks for the quick answer!

omarsanchez · ‎05-25-2021

Perhaps a dumb question, but I haven't found any clarification yet on the documentation. From what I understand Marketo can create records with empty emails but doesn't flag the leads as email invalid. Also, I understand that the email invalid field is changed by Marketo automatically when the email gets several hard bounced codes from ISPs.

omarsanchez · ‎05-21-2021

Kristen, thank you very much! I just passed today my MCE exam and need to thank you because your articles helped me a lot in focusing my last days of study on preparing for the exam, the topics, the possible types of questions, and the type of wording being used. Also want to thank all of you guys who read the comments and reply with POVs and specific answers, helped me out to get a lot more context. I will keep engaging on the forum and hoping that I can help others in the near future as well to give something of what I'm getting from the comm, go Marketo Nation!

omarsanchez · ‎05-12-2021

Hello, Sandy. The idea for us to report nulls vs falses is because the client is updating thousands of Marketo leads and creating new ones via API and list imports. We don't have visibility of the data delivered via API or the source CSV files, but we think there is a lot of fields as null or blanks. We were able to find a lot of blanks and normalization opportunities running lead performance reports with custom columns and this worked perfectly for string fields. I will try the Get Lead Changes API option. Thanks for your help!

omarsanchez · ‎05-04-2021

Hello! I'm auditing a database at the moment, and I found this issue, I'm trying to report blank and null records on a boolean field using a smart list, but the only option that I found is to filter by TRUE or FALSE. I read that Marketo sees BLANKS and NULLS as FALSE, however I'd like to show the client something like: Field Boolean 1: TRUE = % FALSE = % BLANKS = % NULLS = % Bdw, it could be NULLs as well since a sync that they did recently from their system filled blank fields with the string NULL. So it's important to report that as well. Is this possible in Marketo? Thanks!

omarsanchez · ‎05-04-2021

Thanks for the comment Mariah, the workspace is seeing all the partitions, I think it could be the second option of the report being buggy, cause I campare the results with database smart lists and the numbers are very different. What I'm doing is getting clicks and opens from the smart lists results and sends and deliveries from the email performance report (understand that Marketo could get deliveries info wrong in smart lists) I don't feel very confortable doing this, but it seems the best option so far.

omarsanchez · ‎05-03-2021

Hello everyone! I got a recent issue with an email performance report, I need to report KPIs (sent, delivered, bounces, clicks, opens, and unsubscribes) in general and in the 2 partitions existing in the instance. For this purpose, I'm using the person partition filter in the smart list section of the report for each instance and removing the filter to get the general data. The issue is that it is supposed that the sum of the KPI numbers of the 2 partitions should match the ones on the general numbers (without filter), and currently, they are not matching, actually, the difference is very big, sometimes even 50 to 70% between the report and the actual sum of the partitions KPIs. Am I missing something? is this normal in the email performance reports?

omarsanchez · ‎03-16-2021

Hello everybody! I'm trying to customize the person detail page tabs to show different categories of fields more related to my clients business. I read in the documentation that these tabs can change from the CRM if it's Salesforce or Dynamics, but my client doesn't have a CRM sync yet, is it possible to customize it? Other than that, my client want's to hide certain fields in the person detail page depending on the workspace that the user is in, is this possible? Thanks! Omar

omarsanchez · ‎03-05-2021

Hello Grégoire This is interesting, I'm facing a similar issue with a client. Do you mean creating a custom field to flag the workspace/partition each user is in? how would that work to hide fields between partitions? Thanks Omar

omarsanchez · ‎02-11-2021

Hello everybody! I got an interesting use case. I got external info provided via API from a subscriber's appointment (date, details, address, email). To not create more DB fields thought that the best option will be to create a custom object with the details of the appointment since is going to be a "one-time thing". So one of the custom object fields is the appointment date. I'm able to drag it as a local program token but as an email script token. Is there a way to convert this date field into a sendable calendar file? perhaps something with a Velocity script? If you guys have a better workaround than using the custom object, any idea is helpful. Thanks!

omarsanchez · ‎02-05-2021

Hello everybody! I have a client based in the US and we are exploring the possibility of a Marketo integration to handle SMS campaigns. In your experience, what's the best one? why do you recommend it? and what are the things that we should take care of while using it? Thanks in advance! Omar

omarsanchez · ‎02-02-2021

Hello Katja In the case of having single records divided by partitions, it will cause issues as well right? is it true that having a single record in different partitions can only be assigned to one program at a time? Thank you very much for your answer Omar

omarsanchez · ‎01-29-2021

I have a client use case that is using 3 different workspaces for different brand strategies, and each workspace is pointing to its own leads partition. I understand that the subscription centers are linked to the leads partitions, but in this case, a lead can be a subscriber in more than 2 partitions at the same time. the question is, instead of having a subscription center per partition, can we have one center to allow the user to change their communication preferences, subscribe or unsubscribe from the partitions?

omarsanchez · ‎01-11-2021

Hello Do you guys have any documentation about the creation of customer journey maps in Marketo? I've found a couple of articles about the strategy for creating the mapping but nothing about the creation of the flowcharts automatically within Marketo. I read that there is an integration with Mixpanel, but not sure if there is a default tool. Thanks

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Date Registered	‎01-08-2021 03:52 PM
Date Last Visited	‎06-14-2021 07:10 PM
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