I had been searching for a long time for the perfect personal budget app. I had used Mint but it wasn’t as flexible as I needed it to be, and Excel and Google Sheets lacked user friendliness and advanced features. Luckily, Airtable is a perfect tool to do everything I need. Clone my personal budget…
Last week, I was building a recipe in Workato using an HTTP connector and the JSON response format contained periods in the keys. Apparently, they did this instead of using nested JSON. I had never encountered that before but didn’t think much of it. When I went to use a datapill, I received a warning…
The rollup field in Airtable is an excellent way to summarize data from a linked table in the same base. As the name implies, any time you want to roll data up to a larger “bucket”, the rollup field will be useful. The Budget Example I created this Budget template base that you can use…
Dates are a funny thing in programming because they can have so many different formats and then timezones add an extra degree of complexity. Dates in Airtable are no different. If a record displays a date and time of 4:39 on 11/2/23, some people will think that is 4 o’clock in the morning on February…
I had a project where I had to integrate an event app in Workato and it proved a challenge because each event had their own keys so I couldn’t use datapills. They used long random strings for their key names instead of a standard name each time. For instance, all of our events have a…
Tokens are one of the best things about using Marketo and can make your program and asset builds more efficient but they can also take a while to create or update manually. If your instance is using program templates (I sincerely hope you are) they are most likely tokenized with all of the variables that…
If you have ever updated a landing page templates or edited a form used by a lot of landing pages in Marketo, you know how time consuming it can be to go back and reapprove all of the landing pages. Luckily, this is another area where the Marketo API can save us countless hours of…
Postman is a great tool for testing and using the Marketo API. It becomes even more powerful when you use environments to store information for variables, including the authentication token. Doing this will mean you will no longer have to keep going back to Launchpoint to get your token and can easily refresh the token…
There are a lot of bookmarking and web clipping extensions but I found Airtable’s to be the best. It offers great flexibility and allows me to control which information I save from a webpage. Set Up Your Base for Web Clipper First you need to create the fields you want to map to or fill…
One of the concepts I struggled with most when learning to use the Marketo API was how folders worked. I thought it should be pretty straightforward but there are a few things to keep in mind when using folders as parameters. Folder ID Finding an ID of an asset in Marketo is usually pretty simple…
The term “lead” is complicated because it means different things in different systems. In Marketo, a lead is a person or more technically, an e-mail address. Marketo actually made this change in terminology to refer to a ‘lead’ to a ‘person’ several years ago in an effort to minimize confusion. Many of the api names…
Marketo segmentations don’t work well with date based filters. If you have tried to use a date or datetime field type in a segmentation, it will look like it’s working at first but over time will no longer update. Example: Customer Date Segmentation Let’s say you want a segment based on when a lead became…
I’ve seen a lot of reporting during my time in marketing and much of it has been a dog and pony show. I’ve seen one marketing department hide data that gave credit to functions other than marketing. I worked at a place where every month was better (by some arbitrary metric) than the month before….
A common question I get about Marketo Email Programs is “why are the number of emails delivered higher than the Audience in the Control Panel?” There is usually a simple answer that other smart campaigns may be sending that email in the program to other people and all of those sends will appear in the…
If you have ever wanted to make a change on an existing field on a Marketo form, but didn’t see the changes reflected even after approving the form and landing pages, you are not alone. I contacted Marketo support with this issue and their fix isn’t a fix at all. You have to go into…