EllenSchwier

EllenSchwier · ‎12-27-2022

I am currently working on a custom integration and the standard Marketo field for an opportunity's creation date is displayed as "SFDC Created Date" in the UI. This is confusing since we do not have a Salesforce integration. I think the field should simply be "CRM Created Date" or "External Created Date" or even just "Created Date".

EllenSchwier · ‎11-11-2022

The URLs ranged from links to the home page to the login link for the webshop to a specific landing page. The utm parameters added also use tokens, but I can't image that this makes a difference. I was just curious what others have experienced. Our next step is deliberately running an A/B test on whole emails to compare an email with no tracking to one with tracking.

EllenSchwier · ‎11-10-2022

Hi everyone, I have a client that recently noticed that she got waaaaay more clicks on links that included the UTM tracking parameters than the links where she forgot to include them. It appears that the links with utm_source and utm_medium get far more bot clicks than those without. Has anyone else experienced something similar?

EllenSchwier · ‎11-10-2022

I really like the feature for " Skip asking for information that you already know"! Exciting to start using this one!

EllenSchwier · ‎11-10-2022

Hi Sandy, Just because I am curious about this topic, can you explain a bit more why it will be unaffected? I understand the sync is server to server, but the initial log in to establish an integration will require logging in with a user that needs to authenticate themselves, correct? Always happy to learn more from you!

EllenSchwier · ‎10-27-2022

I agree with this. It is generally better to have your process that syncs leads to your CRM in one centralized program. However, it is important to keep in mind that if you use Salesforce campaigns, anyone who becomes a member of a program will automatically be sent to Salesforce regardless of any filters you set up.

EllenSchwier · ‎09-21-2022

This would be super helpful for regional teams. Keeping the workspaces separate for each country but allowing regional reporting.

EllenSchwier · ‎09-08-2022

Hi Sandford, I am getting a similar error to the one you helped fix in this post: https://nation.marketo.com/t5/product-discussions/error-with-velocity-token-sending-sample-email-rendered-email/m-p/153512/highlight/true I tried to use a similar approach. But now I always get an empty value. Is there another way to account for the possibility of an empty array? #set( $filteredList = [] ) #foreach( $masterOrder_c in $masterOrder_cList ) #if( $masterOrder_c.status.equals("Cart") ) #set( $void = $filteredList.add($masterOrder_c) ) #end #end #set( $sortedList = $sorter.sort($filteredList,["hybrisUpdatedAt:desc"]) ) #if( !$display.alt($masterOrder_c.hTMLProductsList,"").isEmpty() ) ${sortedList.get(0).hTMLProductsList} #end

EllenSchwier · ‎09-05-2022

Hi @SanfordWhiteman I was trying to test this script but kept getting errors (that I was working through with Marketo Support). But it appears to be an issue in the code and not in Marketo that does not allow me to test. Can you take a look at this? #set( $filteredList = [] ) #foreach( $masterOrder_c in $masterOrder_cList ) #if( $masterOrder_c.status.equals("Cart") ) #set( $void = $filteredList.add($masterOrder_c) ) #end #end #set( $sortedList = $sorter.sort($filteredList,["hybrisUpdatedAt:desc"]) ) ${sortedList.get(0).hTMLProductsList} I am still new to Velocity Scripting, so I was not sure: Is the order correct with the "end" in the correct place if I continue with the sorting after? The part that seems to give issues in Marketo is the last line. Do I need to identify the custom object here? ${sortedList.get(0).masterOrder_c.hTMLProductsList} As always, any help is greatly appreciated!

EllenSchwier · ‎08-29-2022

Hi, It might help to think about Executable Campaigns versus Campaign is Requested in terms of multiple smart campaigns. Smart Campaign number 1 is your main one. Smart Campaign 2 is requested. Smart Campaign 3 is executed. Smart Campaign 1 will pause all other steps until the executable campaign is done running, while the requested campaign will happen at the same time. My classic example is having an executable campaign to clean up country values before you continue with the Flow steps that use country to determine specific data values. But a requested campaign needs to happen after a specific step (but nothing else is dependent on it).

EllenSchwier · ‎08-24-2022

I get this a lot in multiple instances as well. It happens less if you click away from the filter/trigger you are editing. As long as the mouse is not in any of the text areas of a filter/trigger, this does not happen.

EllenSchwier · ‎08-24-2022

I think the Interesting Moment for pushing data to Salesforce is a good option. You can use the status of the chats (Initiated, Dropped, Completed) as well as the Goals Reached to customize the content of the Interesting Moment.

EllenSchwier · ‎08-24-2022

Hi Jasmine, Marketo email editor has fewer features than tools that focus exclusively on email sending. So, you are not able to edit the design as easily as you might hope by removing one of two columns (and having it transform into a single column module, for example). When advising on new templates for clients, we recommend thinking in terms of the combinations you would like....have a separate "button" module so you can easily have a content module with or without the button, for example. If you are comfortable in HTML and the option is not locked in your instance, you can also edit the code by clicking on the "Edit Code" button at the top of your email. Or suggest additional modules that should be created in your next template review. You can see all the Marketo options here: https://experienceleague.adobe.com/docs/marketo/using/product-docs/email-marketing/general/email-editor-2/email-template-picker-overview.html?lang=en

EllenSchwier · ‎08-24-2022

Thank you for responding, Sandford! My status options are "cart", "quote" and "order" so my initial code was looking for "carts" which I could do simply by sorting alphabetically on status. However, if you have tips/examples of how I can filter on status, and then select the most recently updated...that would be even better. Or can I also filter on only those updated in the last day? (And to answer your other comment, I have a custom UpdatedAt field, but tried to make it generic for posting here)

EllenSchwier · ‎08-24-2022

When I was building these smart campaigns, I always used a naming convention for the Goal names and then used the "contains" constraint on the trigger. I would simply copy the name from Dynamic Chat to paste into the Marketo smart campaign so you can have it set up before activating the dialogue. I hope that helps.

EllenSchwier · ‎08-23-2022

I am trying to write a Velocity Script that will populate a field from a custom object into an email. The logic in the script needs to identify the correct custom object to use. Specifically, I want the most recently updated record with a specific status. I tried using this code, but it did not always identify the correct custom object. #set( $sortedList = $sorter.sort($masterOrder_cList,["status:asc","UpdatedAt:desc"]) ) ${sortedList.get(0).COFieldName} Any tips are appreciated. What I really want to do is create a work around for the fact that trigger tokens do not work with the Custom Object is Updated trigger....so if you have any ideas on that front, I would also be interested. Thank you!

EllenSchwier · ‎08-23-2022

The trigger tokens for Custom Objects work perfectly when the trigger is "Added to Custom Object" but the "Custom Object is Updated" trigger does not allow you to use these. In most cases, you need both of these triggers to work for a marketing process to function correctly.

EllenSchwier · ‎03-21-2022

The way I have set this up before is to have one batch smart campaign for new people (can only run through the flow once) and it requests the next campaign at the end of the Flow steps. That smart campaign is triggered by being requested and ends with requesting the next smart campaign... I primarily set it up this way because I wanted to check if someone had responded to my CTA before sending the next email. But it might also work for your needs.

EllenSchwier · ‎03-21-2022

Ah, that makes sense, thank you @SanfordWhiteman.

EllenSchwier · ‎03-17-2022

I created a program that used these fields for measuring the level of interest someone had with a content item. High/Medium/Low was assigned based on how long they spent reading the PDF. By using a PMCF, you can set up the exact same process for every content item if you want without having dozens (hundreds?) of fields to store this data.

EllenSchwier · ‎03-17-2022

The clear use-case for me is to target those who are not yet opt-ed in for email communication. This is a perfect way to reach your audience in another form when not allowed to email them...which requires access to custom fields for GDPR compliance.

EllenSchwier · ‎03-17-2022

For easy visibility on the results of the test, the standard A/B test on date/time in an email blast program is really good. But I agree with the others on everything else!

EllenSchwier · ‎03-17-2022

I had a similar problem last year and this was the solution. I needed to define the text to be linked and output the linked text (not just the link itself) via Velocity.

EllenSchwier · ‎03-17-2022

Agreed! Using person and company tokens, and dynamic content for industry or other segmentation personalization is the way to go.

EllenSchwier · ‎03-17-2022

I think another way to do this would be to: 1. Add a hidden field for "double-opt-in" with the true/false value populated from Marketo. You will need to make sure pre-fill is enabled on the field. 2. Add a choice step in the Settings of the form to determine where someone is sent upon form completion. If double opt-in is true, go to thank you page. If it is false, send them to the other landing page with a second form to request double opt-in. And then simply use the Marketo form embedded on your external website. Good luck with your project!

EllenSchwier · ‎03-14-2022

Just curious, but would your logic still work if you said email is "any" with your specific external URL as the link? How many emails sent during your A/B test will include links to that specific website?

EllenSchwier · ‎03-04-2022

It looks like you have a lot of the answers you were looking for, but I have another question that might seem obvious. Can someone subscribe to more than one newsletter? Or only one? If they can subscribe to multiple newsletters, you might want to consider changing your form to capture the opt-in to each newsletter separately. And simply use the field equals true in your smart list criteria. Seems like it would save you a lot of steps.

EllenSchwier · ‎03-04-2022

This also works well in combination with a Revenue Cycle Model. If you have different stages for your leads (including disqualified or recycled) and allow them to go back through the process....you can simply use the same scoring thresholds or other criteria to change the status back into qualified MQL.

EllenSchwier · ‎03-04-2022

Does it also work if you simply edit the existing image module? I would imagine you could remove the image token (maybe replace it with a photo in your Design Studio), update the link, and then re-add the image token. Without needing to swap out the entire module. I'm glad you found a trick that saves you time!

EllenSchwier · ‎01-18-2022

Hi Sagorika, This also depends on what you mean for "ramp up". You can find an overview of the basic options for A/B testing with Marketo landing pages on the Marketo Docs, or some extra suggestions in this blog post: https://chapmanbright.com/resources/blog-post/a-b-test-everything/ Regarding Optimizely, it is a great A/B testing tool but I have only used it before on the main website, not on Marketo landing pages. No integration required in that situation.

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