EllenSchwier

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.

EllenSchwier · ‎12-20-2021

I have seen two different approaches to Marketo Landing pages. Put everything long-term on your main website. Only use Marketo landing pages for temporary things, such as event registrations or temporary promotions. This sounds similar to your approach. For those with a website controlled by IT or where it is extremely difficult to make updates, using Marketo landing pages for everything simply because they are more accessible and support faster edits. For your question about the benefits of A/B testing landing pages, I would use those temporary Marketo landing pages to test ideas and then incorporate the learnings into your main website. The A/B functionality on landing pages is a little different from emails, in that there is no winner declared automatically and there is only one type of test. You simply need two (or more) landing pages and you can compare the number of conversions between them. Think about testing the number of fields on a form...or the length of the text...or if including a video helps. There are other tools that let you do the same thing on your main website, but they often cost a lot of money.

EllenSchwier · ‎11-28-2021

@Sreekanth_Reddy is this one you can jump in on? But I know we're just going live now with a few examples. If you want to see on in action, you can check out this page: https://chapmanbright.com/martech-services/chat-conversational-marketing/

EllenSchwier · ‎10-03-2021

Hi Mike, I don't have an exact date to share, but that is definitely worth asking the product owner. I know they are working on a few last details before they hope to release. 🙂

EllenSchwier · ‎09-29-2021

Hi Mike, We are also using Dynamic Chat but we don't have it live at the moment because none of the activity data is currently syncing with Marketo. I know that the Adobe team is also working on a few bugs before the official release in October. I would suggest logging the bug with the Dynamic Chat team (they respond very quickly) and then not setting your chat live until the official release in October when you know the functionality will be there. P.S. Everything is loading for me, so it might be specific to your instance or set-up.

EllenSchwier · ‎08-01-2021

Just to follow up on this, it turns out the capitalization in API names was different between sandbox and production, which is why I was having issues. The code was perfect. Thank you again for the review!

EllenSchwier · ‎07-28-2021

@SanfordWhiteman Thank you so much for taking the time to review. Yes, I am testing with real emails, and yes, the token is only used once. When I include the lines for the default link, everyone seems to get the default link. When I remove those, the link comes in with the token instead of the actual link. I am still experimenting, but not sure where it is going wonky.

EllenSchwier · ‎07-26-2021

#set( $defaultLink = "www.example.com/" ) #foreach( $opportunity in $OpportunityList ) #if( $opportunity.salesStage.equals("Active") ) #set( $OutputURL = $opportunity.Opportunity-URL-value ) #break #end #end #set( $OutputURL = $display.alt($OutputURL, $defaultLink) ) <a href="https://${OutputURL}">Click here</a> I thought I had this working but it is broken again. @SanfordWhiteman do you mind doing a double-check of this from a Velocity script perspective? The current output people are getting is "https://${OutputURL}" rather than the actual URL.

EllenSchwier · ‎07-19-2021

Thank you for this! I was able to use this to update my script and it now appears to work.

EllenSchwier · ‎07-16-2021

I have an email where I need to display a URL that is stored in a field on the Opportunity. I successfully wrote a Velocity script that populates a token with this field from the most recent active opportunity. However, I am running into the same problem that this post discusses. Because the field is a URL, the email script is not always compiling. I was seeing the issue in about 50% of clicks, that the link actually shows as the script itself. At first I wanted to solve it by transferring the field from the opportunity to the person whenever the field was updated. But that did not work. Summary: I am pulling a URL from an opportunity using a script token. I use it in an email link like this: https://{{my.scripttoken}}. Tracking the link breaks how this URL is shown in the actual email. Any suggestions?

EllenSchwier · ‎07-14-2021

Thank you for the ideas. I think you may be right about the Updated Trigger not working. And unfortunately, that is the primary trigger I need. In this specific situation, we don't have a native integration set up, so I believe the opportunities are still custom objects. But also worth a further investigation. I will post again if I solve it.

EllenSchwier · ‎07-12-2021

Following the directions in this post, I set up a smart campaign to transfer a value from a custom object to a person field every time the custom object was updated. However, it is not working for me. Looking for some help troubleshooting... My Smart List: The Flow steps: And what I am seeing in the Results tab: The trigger token is a direct copy of the field name (display name, not API name). I cannot think of anything that I did differently from the original post where several commenters mentioned their success with this approach. Any ideas? Thank you in advance!

EllenSchwier · ‎05-20-2021

Hi Laura, When you export data, you can change the "format" to "Comma-Separated Values (Windows Excel 2007)" which will display data as a normal Excel document. The default format is "Comma Separated Values" which shows it in that disorganized way. I hope this helps!

EllenSchwier · ‎05-20-2021

Hi Robert, I would be interested in the use case for requesting the raw data. Is it to have a better overview of who is doing specific actions? I always used the high level overview in the Email Performance reports to analyze results and determine success for email campaigns. The numbers there help a lot with determining if open rates are going up or down, which emails cause the most unsubscribes, etc. I also created internal benchmarks on an annual basis based on these reports.

EllenSchwier · ‎05-19-2021

Hi Ben, When you create a new email asset, it will use the from name and email address of the user who created it. However, one possible solution is to create example programs that your users can clone for future use. These example programs could include emails set up with all your preferences (or including the tokens mentioned by Philip). As an admin, you maintain the examples and your marketing users have less work every time they make a new asset/program.

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Date Last Visited	‎03-21-2022 04:23 AM

Date Registered	‎05-03-2021 06:46 AM
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