Angus_McCann1

So basically I have to have Dev use the API to to remap the custom objects to the correct contact? ... View more

But when the Custom Object is linked to / deduped against the Customer ID, shouldn't we in theory not need to relink it? ... View more

Thanks, Sanford. That is definitely less than ideal to not have success be revoked with the program status change, but at least it can be! ... View more

Hey -    So I think I have gotten this solved on my end.   The webinar user needs to also be an admin user in Zoom - the instructions definitely don't make that clear, making it sound like you only need a Zoom admin to set up the integration. I also don't love the idea of the being scheduling the webinar needs to have admin access of the whole Zoom system...   We upped the webinar user to an admin user and the integration started working perfectly after that.   Hope this helps. ... View more

Does the webinar user ALSO need to be an admin? Because when admin access was revoked from the webinar user, the integration stopped working. The documentation everywhere implies that you just need an admin to set up the integration, not keep it active. ... View more

I've already done that - are you saying I need to re-add them? ... View more

Hey! I found this doc because I was stuck with "how to the attendees report back": https://docs.marketo.com/display/public/DOCS/Create+an+Event+with+Zoom   This is the tip at the bottom: It can take up to 48 hours for the data to appear in Marketo. If after waiting that long you still don't see anything, select Refresh from Webinar Provider from the Event Actions menu in the Summary tab of your event.   Although when I did that, I got an error. Hopefully this helps you! ... View more

Same issue - we are currently only in the testing phase of the integration to see how/if it works. Further, I was able to push registrants into ZOOM, but I wasn't getting the attendees back? This doc here said that I should go into the Event Settings and select "Refresh from Webinar Provider" but I got an error message:               I'm kind of stuck now, and not sure if this is related? ... View more

@SanfordWhiteman So if the link is being generated by a third party WITH the protocol and pushed into our instance with a native integration (as in we cannot intercede and remove the protocol) how would you go about tracking link clicks in an email? Or is there a way that we can remove the protocol? ... View more

Awesome! Thank you so much! That's exactly what I was looking for! ... View more

Just wanted to follow up on this. Using two de-dupe fields means that in BOTH of those fields - in this case Lead ID and Debtor ID - need to be matched in order for the original custom object to be overwritten, correct?  ... View more

So my only follow-up is more than I'm looking for feedback from people who have tried this and said "We hated this because..." although I realize this might not be the most common use-case for people and we might have to do trial by fire.   Thanks, Sanford! ... View more

Thank you for this! ... View more

Thanks! ... View more

Oh thank you for this! This is perfect! ... View more

Our domain is chronicle.com ... View more

So when we went to launch our instance of Marketo a year ago and were putting the script on different pages, our people internally told us that www.example.com was a subdomain of example.com and therefore, putting on our homepage was essentially equivalent to putting it on a 2LD. Is this not the case?  I'm embarrassed to admit that we were rushing to launch everything else that we just put the script on every subdomain we could and accepted the short comings at the time without truly understanding how the script works. So if there is a Marketo doc even you could refer me to for further reading that would be great. (Everything I've found so far is only with respect to where to find the script in your instance.) ... View more

What I was thinking of doing was just having the schedule tab only allow someone to go through the smart campaign (SL: Trigger-Added to CO | Flow: Send Email) once every 0.5hr, so if someone purchased 3 items at once / had three custom objects added at 12:00pm, they would only get 1 email with a script that pulls all 3 items, rather than 3 emails each with the same/index = 0 object. Correct me if I'm misunderstanding your response - what I'm hearing is that using a trigger is inherently a 1:1 so unless we are using a batch campaign (which we won't - this is a "transactional" email that we want deployed instantly) we'd need to write in for loops and conditionals ($entitlement.purchaseDate = today && $entitlement.entitlementType = webinar) into the Velocity Script to pull out specifically which custom objects we want to populate into a single trigger-based email? ... View more

Yes and no. I went to a Marketo Roadshow and there was one woman who gave a presentation on engagement programs that was honestly fantastic - definitely recommend going to the Marketo Roadshows if you are able. (Pretty sure I remember it being free, too). The way she was talking about them made me realize that I was thinking of engagement programs too linearly and that engagement programs in Marketo are meant more to be utilizes for various stages.  Here is a link to the presentation materials she gave, but I'd take a look specifically at slide 11. A contact would start in a "Demand Gen" stream getting Emails 1, 2, 3 and so on. Based on the triggers you determine, you move them to the "Educate" stream when they do the desired action to get the emails in that series - same goes for the Interest and Consideration streams. That's just one example - slide 13 groups theses "stages" a bit differently, so I you're not pigeon-held to one specific campaign goal/structure.  (I hope the slides helped and aren't confusing without a presenter - I just remember finding the "you move them from stage to stage" feedback not very helpful until Moni, the presenter, was able to give specific examples to help conceptualize its use.) The main point being the engagement programs I think are intended for campaigns that occur in two directions rather than just a straightforward linear campaign. (Side-comment, I've gone the way of using default programs with smart campaigns to send out emails for a simple welcome series because of this. This thinking also makes sense as to why you can only have 25 active engagement programs in Marketo at a time - they would be more complex and programs like that probably aren't utilize at a scale that would require more than 25 at one time for a single business.) ... View more

So doing a maximum of 100 really limits the number of activities we can capture and kind of depreciates the value of higher-value actions - we already have a minimum of 11 activities and plan . (Opening an email ,Clicking an Email, Downloading Free Content, Registering for Webinar, Attending a Webinar, Registering for a Live Event. Attending a Live Events, New to the Database, Registering for a NL, Creating an account, Visits a few pages on our site) We send an email literally every single day of the week, not to mention this is across two brands, so to cap at 100 would definitely not be sufficient or usable. Further, without having a Marketing Engagement score model is it hard to determine where to place that cap, let alone the appropriate decay amount. I've asked around and a lot of people advised not to have a cap considering all of the activities we have available to our database. Basically I'm still trying to figure out is how to determine appropriate decay score. Should I look at what we think the most a person could score is and divide by Y to determine a score decay? Should we have a default decay of X and then, if they were inactive, have the decay be 2X? Etc? There's gotta be some math behind this that I can take a first stab at coming up with a relative decay score, but everything I'm seeing online is like "pick a value" which is less than helpful... Also trying to avoid web hooks / developers from getting involved. ... View more

Sorry I misspoke before - since our marketing users are already tracking success in their programs based on the activities we want to capture, the scoring campaigns are going to be based on that. Score Increasing programs will look like this: SL: Program Status was changed to Success FLOW: Change Score +X *Schedule is daily, people can run through as many times as necessary And the Decay Campaign is going to be: SL: (All) Was sent email 3 times in the last 30 days Last Program Success was in past before 30 days Not Score was changed in the past 29 days FLOW: Change Score -[Decay Value] *Schedule would be daily, but a person can only run through the Decay Campaign 1 time every 30 days. ** I'm aware the SL filters already accommodates for this, but this is just a fail-safe  I've googled and most of the blogs and article have not been very helpful as to how to determine the correct decay value. So for example, I've predicted that we can expect over the course of the year, the average person's score get to be as high as around 3,000, without any decay. If someone was inactive for a year, we would want their score to dip to an "inactive" range, about 500. Based on that model, we could have a decay of around 130-140/month. However, if a person stays engaged for 3 years and then falls off, their score would get as high as 9,000. With a decay value of 130/month, it would take almost 5 years for that person's score to drop to 500. Has anyone else encountered this problem as well or am I over-thinking this? I just can't help but feel there is an obvious solution here that I am missing... ... View more