Edward_Rumsey

Vinay_Kumar · ‎10-07-2022

Hi @CristinaLeo, Agreed with Edward and Sanford! Webhook or manual export can help you solve this problem. In addition to this, I would suggest having a discussion with your tech team and updating the automation so that you receive the correct lead information in the future.

Edward_Rumsey · ‎09-30-2022

Agreed, if you switch to old experience the 'quick find' at the bottom still acts as expected, but it would be good if the new experience would carry over the 'contains' functionality. Have you put this in the Ideas maybe?

Edward_Rumsey · ‎09-22-2022

Agreed! The only workaround currently is using a smart list asset, contain the advanced logic in that, and then reference that smart list in an 'member of smart list' choice step.

Michael_Florin · ‎07-26-2022

Thank you guys for the perspective! Yes, I usually help myself by grouping by an empty field or something else that is not-obtrusive. But I don't particularly like that. Anyway, I created an idea for this: https://nation.marketo.com/t5/ideas/let-us-remove-the-quot-group-by-quot-in-people-performance/idi-p/327273#M20362

Thorsten · ‎06-30-2022

Thanks Dave, these are all great tips! I'm doing a lot of this already, but will try some of the additional ideas for sure! Thank you!

jpacubas032 · ‎06-27-2022

Hi Edward, What do you mean by something behind the scenes? Can you elaborate or provide an example perhaps? With regards to creating a custom field, would that custom field be also visible to add to a Smart List Report View (see attached image:Custom View Report Thank you so much.

Darshil_Shah1 · ‎06-27-2022

You can use the Person is created trigger, with the following filter conditions - Original Lead Source is Empty Lead Source Most Recent is not Empty Original Lead Source is not Empty Lead Source Most Recent is Empty Filter Logic - (1 and 2) or (3 and 4) In the flow, you'd want to pull 2 Change Data Value flow steps - Campaign Flow - Flow Step 1 Change Data Value - Choice Step 1 if Lead Source Most Recent is not empty, update Original Lead Source = {{lead.Lead Source Most Recent}} Default Choice - Do nothing. Flow Step 2 Change Data Value - Choice Step 1 if Original Lead Source is not empty, update Lead Source Most Recent = {{lead.Original Lead Source}} Default Choice - Do nothing. The SL of the campaign will only allow new people created having data in only one of the field, i.e., people with data in both the fields or no data in either fields will be filtered out by the campaign SL. Before activating a data management trigger campaign, in most cases it is recommended to run a batch campaign to process/append data to the existing people, this is done via one time batch campaign. Let us know if you have any questions.

Edward_Rumsey · ‎06-16-2022

Hi Felicia! Hopefully this is within community guidelines as you've asked explicitly for recommendations, but I'm sure someone will tell me if not. But, I work for TAPCXM who have expertise in this area and I have created these templates for clients before. We're a consultancy by nature so if you would like to have a chat to unburden you with these templates, then feel free to message me on here or reach out via the website for a demo of what we can do and how we can help 🙂

Yash · ‎06-15-2022

That makes sense @Darshil_Shah1, thanks for jumping in!

Maha89 · ‎05-25-2022

Yes true! I forgot that you get to see the first field of the Prog Pro the first time filling up the form, so he would fill up the Phone Number in the first form submission. Thanks for your input both

Abhinav_saini · ‎12-09-2021

Hi, You can run the batch campaign with condition "If person source is empty -> update the person source" and you can activate the triggers to update person source for new leads parallelly.

sadas · ‎12-09-2021

Hi, thanks for clarifying this for me. I will create the snippet accordingly. Thank you.

Ruchi_Lapran1 · ‎11-16-2021

Hi @Edward_Rumsey The event cap depends on the form fill activity and would deliver only 2 statuses i.e Registered and Waitlisted. So even if someone unregisters, the counter would still reflect Registered or Waitlisted because at some point that lead must have submitted the registration form. Also, once there are members in the program the event cap can only be increased. So when someone unregisters and the event cap is already reached, it is suggested to store this activity under different status (Registration Cancelled or something relatable to it). If you want to see how the registration process is progressing, it is suggested to refer Members tab instead of Reports in the overview. Hope this helps!

ryan-church · ‎09-22-2021

that bar was not on the screen at any time yesterday.... thanks!

Edward_Rumsey · ‎09-22-2021

The two campaigns in one program are unlikely the issue, but more so the webservice api - a change in title for this discussion thread might help your response rate here? Also, providing screenshots/text of the smart filters used and the webservice in question may provide clarity for someone to answer this.

SanfordWhiteman · ‎09-21-2021

...but I didn't want to add another pick list to the form. So I guess without adding another picklist there is no way around it? But I don’t understand why the alert email you’re choosing to send for Form A would include the {{lead.tokens}} for fields that aren’t even on that form — unless you were deliberately trying to include their current value for reference. By definition, a field not on the form can only be updated by another form or by another back-end process. So the {{lead.token}} wouldn’t be blank, it’ll hold... whatever the current value is. That would be the same for any field. You could leverage the method described here to act only on the contents of the most recent form post (no more, no less): Saving the last form post (all fields!) to a Textarea

Edward_Rumsey · ‎09-21-2021

Smart list subscriptions have a plethora of use-cases that could be extremely handy. However, in my experience being confined to the ~3am send daily, weekly etc. only, means that some don't want to use it. Wouldn't adding extra functionality to be able to change this time make it even more versatile? Or even use it as a flow step to send the report on the back of a trigger? Or, if there's X amount of leads added to it, then the smart list gets sent? All this could be practicable via APIs, but I'm sure equally possible with added Marketo features.

Edward_Rumsey · ‎09-21-2021

Agreed with Sanford, check out the advanced filters option top left of your smart list: Then in the box next to it use the numbers of the individual filters to create and/or logic. Checkout here for more: https://experienceleague.adobe.com/docs/marketo/using/product-docs/core-marketo-concepts/smart-lists-and-static-lists/using-smart-lists/using-advanced-smart-list-rule-logic.html

Veronica_Lazar1 · ‎09-19-2021

Do you work with different record types for consumers and dealers? If yes, make sure Marketo sync user has visibility over both record types. One way to figure it out is to log in directly to your SFDC instance with the Marketo credentials and search for records. If you cannot see any dealer records, this means Marketo sync does not have visibility over the record type. As Chris mentioned, talk to your SFDC admin to grant more rights for the Marketo sync user.

Edward_Rumsey · ‎09-17-2021

I think the functionality may be doable via APIs, but would be a tidy addition.

Edward_Rumsey · ‎09-17-2021

Agreed, this would be helpful in many situations!

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Date Last Visited	‎10-09-2022 10:54 AM

Date Registered	‎06-28-2021 05:42 AM
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