Adobe Marketo Engage

Hello, We're working on a process to use Program Statuses and Reporting to track emails and also track funded products. The only problem is the majority of our data lives in custom objects.I understand you can use Velocity to access custom object data within emails and all that - BUT is it possible to write a script that changes a data value on the Lead Table off of a Program Status change instead of within an email?For example if my program statuses are as follows:Added to Program - 10Sent Email - 20Delivered Email - 30Opened Email - 40Clicked Email - 50Funded Account - 60Since the time between the email reception and funding an account could be a while - is there a way to write a Velocity script that could pull in custom object data that matches Loan Type, etc and have it write to a Custom Field but have it triggered off a "Program Status Change"?Basically if Lead A funded an Auto Loan with a balance of $20,000 - have a Velocity script run utilizing custom object data that would then

Hi everyone,   we are setting up a campaign for a contact us form. i.e. we have a contact us form on our website, we have a program that someone is added to when they filled in the form.   We then sync this over to SFDC as a campaign. We are planning to trigger a task/inform sales of a form fill like this. We capture the status and campaign membership on the lead/contact too for reporting.    This works just fine if someone just fills in a form once. But what if someone fills in the form twice or three times? It woudln't trigger the status "form filled" again because it's already there. We can go back to "member" and then"form filled" again because of the hierachy in Marketo. The only thing I can think of is a) we remove them from the campaign and add them again, b) start adding "form filled 1", "form filled 2", etc as statuses which seems messy, or c) do something different not using the member status as a trigger in SFDC to create a task.Any thoughts on this?

Hi all -   We've been rolling out Sales Insight Actions to our commercial team and I'm just curious how it's going for others doing the same. Our implementation has been problematic to say the least. I feel the documentation to be pretty lacking so hey, why not troubleshoot on the forum where at least somebody in the future might be able to find their solution via a google search.   One specific question to kick things off: Is there some sort of selective sync criteria for records to be visible in actions? We have some contacts that are visible from both SFDC and Marketo but that don't appear in Actions. Nothing obvious is sticking out to me... all have email addresses, are allowed to sync, etc.

Hey All, When I send a sample of an email to myself and click the link for 'view in browser', I'm getting an error that says:   Cannot get email content- <div>An error occurred when procesing the email Rendered_Email_Velocity_Error_Area_?! </div> <p>com.marketo.restclient.asset   Any help or thoughts on how to fix this would be appreciated! Thanks!

Need to reduce the barriers to meeting bookings? Want to send your valuable leads directly into a meeting booking page directly from an email? In this blog post, I will walk you through using Dynamic Chat and Conversational Flows to trigger a meeting scheduling widget when someone clicks an email link so you can build a conversational experience to get your leads to sales calendars faster.   Step 1: Building your Conversational Flow First is to create your Conversational Flow that will handle the meeting booking. This should be as minimalistic as possible; a welcome message and a meeting booking card. Feel free to add an Action card or Goal card if needed, but keep the barriers to booking to a minimum!   Currently a Conversational Flow cannot start with a Meeting Booking card but we are looking to allow it in the future.     Step 2: Updating your Javascript snippets After you Publish your Conversational Flow, head to the Settings tab and the Conversation Trigger se

Did Marketo modify its approval process for local and global assets? Previously, you could edit an asset even if it was being used in a live smart campaign or batch campaign. However, it appears that the current process requires no "Flow" reference to the asset before you can unapprove it. This change has made the process more difficult for our team. Has anyone else experienced this issue?

I'm in the process of setting up forms to replace many current forms on our site. Each form has to be translated into at least 5 different languages so I'm trying to handle that with Sanford's translation code referenced on this thread: https://nation.marketo.com/message/94034#comment-94034 It's working great but I'm stumped on how to add additional fields to the translation map:m-files.com/en/marketo-test-form <div id="translateMap"><span style="display: none;">{ "en": { "LastName": { "placeholder": "Testing-Name", "submit": "Go Home" } }, "fr": { "LastName": { "placeholder": "Testing-Name", "submit": "Go Bonjour" }}}</span></div>Any ideas on how I can get the full form setup in this map?

For those who need a quick solution for live event attendance tracking in lieu of the Marketo Events App, you can use a Smart Campaign. In the Smart List, identify the emails who have checked in. Then use the “Change Program Status” Flow Step to set their attendance to “Attended” for the specific event. If you want to go further, you can create a custom/branded Landing Page and a form to collect the emails with a script that clears munchkin cookie after submission. You can then run those collected emails through the Smart Campaign you created.

Recently, my work team and I configured a flow to be able to eliminate people who will arrive with empty mail to Marketo, given that there is an integration to load the people we have in Salesforce. The flow is made with an intelligent "batch" list mode, which means that the people who are there until that day are loaded and the new people who arrive without email are not updated. That is to say, today 10/09 the flow runs but if someone new arrives tomorrow 10/10 it does not go through that flow. Is there any way to create this flow with triggers, taking into account that you want to immediately delete people who arrive without email?

Hi! In the mobile notifications of my emails (this only happens with iPhones apparently), the code of the header image is visible. Do you know if there is any way to avoid this? Thanks    

I am adding a Marketo Token into a link on a Landing Page which is not allowing me to save the page. I reached out to support and they are saying this is not possible. But we tested this and it worked fine before.   So my question is can you actually use a Marketo token in a URL on a landing page?

As part of our updates to Marketo Engage's Modern UX, we are updating the modals used in Reports assets to select assets in the Setup tab. These updates will be rolling out to all customers over the remainder of September and October 2023. Updates to the modals over the current modals include:   Improved filtering Improved navigation through the tree Side-by-side view of available and selected assets           Wait...didn't this already happen earlier in 2023? This is correct. At the start of 2023, we did an update to the design of our Report modals. Due to customer feedback, we rolled back those updates and worked to redesign the modal to address the pain points customers found. A post discussing this rollback can be found here: https://nation.marketo.com/t5/product-blogs/report-modal-rollback/ba-p/333298   So what has changed since then? We have worked to improve the design of the modals based on the feedback we received during the initial r

Salesforce is rolling out and enforcing Enhanced Domains to all orgs as part of their Winter ’24 release. Here is what you need to know in regard to Sales Insight, Sales Insight Actions, and Sales Connect.   Check out these articles:   Enhanced Domains Enhanced Domain Timelines   TLDR;   Enhanced Domains are being rolled out and enforced for all Salesforce orgs as part of the Salesforce Winter ’24 release (Sept 2023). For Sales Insight: The Sales Insight package does not have dependencies on the Salesforce url, and there is no change required on the Sales Insight side for the rollout of Enhanced Domains For Sales Insight Actions and Sales Connect only: Switching to an Enhanced Domain will impact the connection and users will need to reconnect (disconnect then connect) their Sales Insight Actions or Sales Connect account to Salesforce.  You can enable redirects to your previous domains so that users do not immediately need to reset their connection, howev

We have an issue when cloning a program that already ran with populated static list. When we clone a program which contains a populated static list, it clones the static list with those leads within the new program. Furthermore it creates an activity in the leads activity log. For example if a lead was added to a ‘Converted’ list in the source program, he/she will be also automatically be added to the ‘Converted’ list in the cloned program, even though this lead never went through out this new program nor the program is activated yet.Does anybody know if it is possible not to copy the leads inside the static lists when cloning programs? Or if there is an idea already created that will go in this sense?Thank you!Domitille

Hi Marketing Nation Community!   Missed the live webinar? No problem, we've got you covered. Find the recording, slides, and Q&A below for your on-demand learning.   Session highlights: The value of adding conversations to your marketing automation strategy to deliver cross-channel customer experiences. How to implement primary use cases such as sales meeting booking, website content engagement, and events/webinar promotion. Actionable recipes and tips to get a quick start on integrating Dynamic Chat into your Marketo Engage programs. Watch recording See slides   We've worked with the speaker Sara Barriuso and Dynamic Chat Product Managers @JohnDictson, @Sreekanth_Reddy and Adobe Professional Services Consultant @Jeanne_Penniman to answer the questions the audience submitted during the live webinar and we are posting on behalf of the group.   Check out the answers below. Comment below if you have additional feedback or questions to share. H

 We recently ran an Engagement program with 7 emails sent to 6000 people. Wed like to repeat our nurture campaign and send it to those that didn’t open the emails in the first wave of sends. Is this something that is possible? For example if 1000 people didn't open Email #1 they can be picked up again with another program. 

以下のメール配信を実現したいです。   ・商品Aのページにアクセス（商品Aを購入しなかった）⇒翌日、商品Aに関するメールを自動送信・商品Bのページにアクセス（商品Bを購入しなかった）⇒翌日、商品Bに関するメールを自動送信 ・商品Cのページにアクセス（商品Cを購入しなかった）⇒翌日、商品Cに関するメールを自動送信 …   この仕組みを、1つのスマートキャンペーンとメールアセットで実現することは可能でしょうか？ それとも、商品ごとにスマートキャンペーンとメールアセットを用意する必要があるでしょうか？

If I recall there is a "min. numbers of time" in the filter of "Clicked Link in Email", today I found it has gone. How can I get this function back or any suggestion that I can get the list of people who have min. clicked my email for at least 5 times last month?Here I can find "Min. Numbers of Times" was available: https://nation.marketo.com/t5/product-discussions/clicked-link-filter-number-of-times/td-p/76494   and how it looks like right now:

Hi guys,    Recently, Marketo is not pushing leads into the campaigns on SF. Looks like all the programs we have built in Marketo are doing that. Is there a solution for this? What steps do I need to take? Thank you. 

We want to fetch emailid and formid of the emails and forms that belong to a particular smart campaign using the smartcampaignid. Is there a way to do this using the API? I looked through the documentation and could not find anything that works. Something like this Asset - Marketo Developers endpoint but with a filter parameter for smartcampaignid.   Thanks!

Customers are the lifeblood of every company, yet many businesses don’t know if their customers love them or hate them. We’re about to show you how you can, in less than an hour, create a best-in-class Net Promoter Score program in Marketo that will find your champions and detractors alike.The Net Promoter Score (NPS) is an amazing way to determine customer loyalty. Bain & Company made this simple 1 question survey famous. You can read more about it here, but essentially it shows you your customers who are promoters (you want a lot of these) passives, and detractors (you want as few of these as possible).Here’s how to create a Net Promoter Score program in Marketo…Setup your ProgramWe created a new channel for NPS score, so that we can use program statuses to view the overall opinions of our customers. We defined program success to be 9’s and 10’s since those are what are considered to be ‘promoters’.Create new fields to capture NPS Score & NPS CommentsVERY Important Note: Your

I need to create a smart list to look for records originating from CRM. I'm having a little difficulty putting this together. Kindly help. Thanks.