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Fun Things to Put In Your Marketing Automation Instance

April 1, 2016 By Josh Hill

Today, we will explore how to run special campaigns to improve your instance. These are fun tips to ensure your instance is full of surprises and runs super smoothly. Experts only!

The CEO Message

Ever want to throw a party and get the CEO to pay for it? Here’s your chance. Even AB test it to see which party choice wins!

  • Smart List: Employee Seed List
  • Flow: Send Email
    • Email From Address: CEO@yourcompany.com
  • Schedule: Once every 90 days, every time.

Goodbye Message

  • Smart List: Customers
  • Flow:
    • Send Email: “We are closing immediately and deleting your data.”
    • Delete Lead, in SFDC = TRUE
  • Schedule: Once in 30 days from today
  • Bury in five folders.

Spring Cleaning

  • Smart List: All leads
  • Flow:
    • Email Address = NULL
    • Company Name= NULL
    • Customer Status=FALSE
    • Email Invalid=TRUE
    • Schedule: 30 days from today
  • Bury in five folders.

The Land Mine

Create a trigger (or a batch) flow to find leads and then delete or modify key fields. With list size being the primary driver of costs, it’s a good way to keep your costs down.

Name: Random Sample Routing Tool – Test

  • Smart List: Data Value Changes IS ANY or Lead is Created
    • Random Sample = 25 > Add to List 1, 2, 3, 4
    • If Member of List 1, Delete Lead
    • If Member of List 2, Phone Number = NULL
    • If Member of List 3, Email Address = none@none.com (or your CEO!)
    • If Member of List 4, Unsubscribed=T
  • Schedule – every time.

Alternatively, you can use this flow to re-assign leads to other users. Think of the days of fun your colleagues will have tracking this down.

Be mysterious – be sure they delete your user immediately after you leave so the campaigns are missing names.

The Missing Role

Remove Roles from all Marketo Users late at night. Wait for the frantic calls. They didn’t all need access, did they?

The Missing Record Type ID

  • Smart List: Record Type ID IS NOT EMPTY
  • Flow: Change Data Value: Record Type ID = NULL or whatever.
  • Schedule: daily, starting 65 days from now.

Take bets on how many days it will take to figure out why the sync broke. My personal record is 6 days.

And….

April Fool’s!

This post is a Joke! Never do anything like these things as I’m sure you’d get in deep trouble.
But this is an important post.
  • First, it shows you how easily you can damage the database.
  • Second, it is good troubleshooting.
  • Third, if you think an employee is disgruntled or is leaving under bad circumstances, then be sure to NOT remove their user yet and check things they owned. And practice good security by removing access asap, I’ve seen a lot of systems with active users who are no longer contractors or employees. Very dangerous.

Marketo Summit 2016

Filed Under: Marketing Automation

Comments

  1. Scout4U says

    June 2, 2016 at 1:11 pm

    I realize that I’m a little late to this post, but HIlarious!

Trackbacks

  1. What Not to do in Marketing Automation - Marketing Rockstar Guides says:
    October 18, 2016 at 7:07 am

    […] day, I was at a fun Marketo User Group where we discussed what not to do in Marketo. Outside of the April Fool’s Day post, what else should you consider not doing in Marketo and other marketing automation […]

  2. Marketo and Marketing Automation Security - Marketing Rockstar Guides says:
    April 12, 2018 at 7:38 am

    […] It’s really great for an Admin to go check on weird issues or perhaps a nefarious user. Not every item is logged perfectly, but I have been able to track down who mistakenly edited an email From Name after we all thought it was ok to go. Mistakes happen and so do deliberate actions. […]

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