1 2 3 4 141 Replies Latest reply on Jul 3, 2018 4:20 PM by Liz Medlicott Go to original post
      • 15. Re: Removal of "Is Anonymous" filters.
        Mike Reynolds

        Sanford,

         

        You're right, the technical reason is that it will save large amounts of resources. Going from 2 million web visits to 100 million web visits per day is an enormous improvement and it wouldn't be possible without these upgrades.On the back end, the web activity gets stored differently and doesn't create lead records (one of the largest resource-heavy activities). Without lead records being created for every web visitor, those resources can be allocated elsewhere.

         

        It's important to note also that your smart campaigns will still run on these leads once they become known. Score change, Interesting Moments, Change Data Value, Add to List and Remove from List flow steps will all be processed at the time the lead becomes known.

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        • 16. Re: Removal of "Is Anonymous" filters.
          Mike Reynolds

          Dan,

           

          Inferred data will still be populated in the known lead records. It still gets gathered and added into the lead records.

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          • 17. Re: Removal of "Is Anonymous" filters.
            Mike Reynolds

            Courtney,

             

            You will still be able to track that path of leads through your marketing programs. Visits Web Page triggers will fire at the time the lead becomes known, so the Change Score, Interesting Moment, Change Data Value, Add to List and Remove from List flow steps will still work for your tracking. So if you're using static lists in particular, there won't be any impact other than waiting until the lead becomes known to gather that tracking data.

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            • 18. Re: Removal of "Is Anonymous" filters.
              Mike Reynolds

              Q: What happens to smart lists and flows where Is Anonymous currently exists?

               

              A: “Is Anonymous” filters should be removed wherever they are in use. However, if they are still in use after the upgrade, here is what you’ll see as results:

              1. “Is Anonymous” = True

              Smart Lists will return zero results, Smart Campaigns will fail and won’t run.

              2. “Is Anonymous” = False

              The filter is ignored because all leads will be known.

              3. “Is Anonymous” = True in combination with “Is Anonymous” = False using OR filter logic

              Smart Lists will return zero results, Smart Campaigns will fail and won’t run.

               

               

              Q: Many teams were using Is Anonymous to prevent Visits Web Page from scoring Anon leads. I thought this defeated the point of scoring, but it does reduce the trigger. How is this situation handled then?

               

              A: Greg is correct, the campaigns that would have applied while anonymous will still apply as long as the web activity happened within the web activity pruning policy timeframe.

               

               

              Q: Will ALL behaviors now never operate on Anonymous? That is, smart lists act only on Known records?

               

              A: Yes, this is correct, only known lead records will be able to activate smart campaigns, but, that anonymous web activity will still trigger the smart campaigns at the time they become known.

               

               

              Q: How will RTP work? Will this Anon stuff just be hidden?

               

              A: RTP will not be affected at all. Neither will RCE/RCA.

               

               

              Greg’s question:

              Q: What if I do not want a smart campaign to work retroactively when a lead becomes known?

               

              A: All active trigger campaigns that could apply to the anonymous web activity will be activated the same as if it were active and reacting to an anonymous record now. Deactivated campaigns won’t be triggered, but any/all active campaigns will. If you don’t want the campaigns to react retroactively when the lead becomes known, the short answer is to deactivate them (the same as you’d do if you didn’t want them to react to anonymous records currently).

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              • 19. Re: Removal of "Is Anonymous" filters.
                Claire MARBACH

                Hi Mike,

                 

                I am quite concerned about the scoring and the population of "Interesting moments" as well.

                Will all triggers work as you just explained for "Visit web page"?

                 

                Thanks a lot for your feedback.
                Claire

                • 20. Re: Removal of "Is Anonymous" filters.
                  Dan Stevens.

                  I understand that.  But the reports that we are running today for our account executives will no longer function and provide key data that they're used to receiving:

                   

                  Are you saying that we will still be able to run these reports and produce the same results?  Because today, if the "is anonymous" filter is removed, only known leads are contained in the report.

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                  • 21. Re: Removal of "Is Anonymous" filters.
                    Grégoire Michel

                    Hi Mike Reynolds,

                     

                    The last point is not acceptable : I need my smart campaign to apply to know leads so I cannot deactivate it. And I'd rather not imagine someone trying to deactivate it each time a lead becomes known and reactivate it afterwards

                     

                    I gather I can have a filter "email address" is not empty or "last name is not empty" to prevent retroactive execution, but these are error prone and might not be accurate.

                     

                    You will absolutely need to consider a "Do not execute retroactively on newly known leads" checkbox in the qualification rules.

                     

                    -Greg

                    • 22. Re: Removal of "Is Anonymous" filters.
                      Grégoire Michel

                      Hi Mike Reynolds,

                       

                      Does that mean that the superb graph on the lead database entry page will disappear, since anonymous will not be stored as leads in the DB:

                       

                      -Greg

                      • 24. Re: Removal of "Is Anonymous" filters.
                        Grégoire Michel

                        I also have customers who were using the "is anonymous" filter to get a measurement of the number of visits and compare with the new known leads generated in the same period from online forms, in order to measure their ability to attract and convert anonymous visitors.

                         

                        Although this can surely be done with Google Analytics, it requires a separate application. It also convenient to have everything in the same place

                         

                        -Greg

                        • 25. Re: Removal of "Is Anonymous" filters.
                          Grégoire Michel

                          Another example of the anonymous leads will be the way the lead life cycle is set, starting with an "anonymous" status that exists only in Marketo and gets changed when the lead becomes known... Of course, this part of the cycle is not the most important one, yet, again, it's all about measuring conversion rates that disappears.

                           

                          -Greg

                          • 26. Re: Removal of "Is Anonymous" filters.
                            Tole Khesin

                            We rely on Is Anonymous in combination with Visits Web Page + Querystring to track clicks and subsequent behavior originating from Adwords, retargeting, and other online channels. Any suggestions for a workaround?

                             

                            Tole

                            • 27. Re: Removal of "Is Anonymous" filters.
                              Courtney Grimes

                              Hi Mike,

                               

                              The issue and rub here is in fact that wait time between the record being anonymous and becoming known (if they in fact ever become known on that session.)

                               

                              To use a very simplified example, let's say Widgets Co. is using paid advertising to promote Product A, Product B and Product C. There's a Marketo program that tracks clicks, 1-session conversions and multi-session conversions. Right now, if someone clicks on an ad for Product A and Product C but still is unknown, I can isolate that specific web activity in Marketo along with IP/inferred firmographic data—if a company is whale hunting for large accounts, I can then pass the information along that Whale Company was looking at Products A and C to enhance the conversation sales has.

                               

                              While this could technically be done with other products, the relative ease and friendliness for being able to show anonymous data and have Marketo automatically append data before the point of becoming known was a big win for marketing-sales alignment. Now this puts that at risk, or at the very least is going to require a good deal of workaround development.

                              • 28. Re: Removal of "Is Anonymous" filters.
                                Andy Varshneya

                                Hi Arjun,

                                 

                                Our most powerful and insightful reports rely on anonymous lead data as we're able to populate the anonymous lead's ID into GA and do TRUE end to end reporting from anonymous user behavior all the way to Closed Won.

                                 

                                Sounds like that functionality will be removed as well, crippling our digital marketing and demand generation teams?

                                 

                                Surely there must be some alternatives for us?

                                • 29. Re: Removal of "Is Anonymous" filters.
                                  Dan Stevens.

                                  This is an exact use-case of how we're using the "is anonymous" filter today in our smart campaigns that at least provide company-level insight into our paid campaigns.  See my earlier reply above - but in essence, this smart list will no longer work and the account-level activity that our sales execs have been receiving will go away.  This is not good.

                                   

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