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Removal of "Is Anonymous" filters.

Forum|Forum|10 years ago
December 16, 2015
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Hi all,

We have been receiving today an information from Cheryl Chavez about the removal of the is Anonymous filter, as part of the release of Munchkin v2. See here for more details : Next Generation Munchkin Tracking FAQ - Marketo Docs - Product Docs

Although this new version of the munchkin and the way the V2 will work is promising, there is one thing we will be missing, though: the ability to look at the anonymous leads, display inferred and origin informations and create an understanding of where they come from and how they arrived here.

Also, some database providers use anonymous leads to read their IP addresses and provide in return some leads from the same IP address for retargeting. They will be in hard difficulty.

Your thoughts ?

-Greg

Marketo

Best answer by Mike_Reynolds2

Folks, I've gotten some Support KB articles published to go over the full scope of details about these upgrades coming out. Here are the links to all of them:

Anonymous Lead Upgrades Overview

Anonymous Lead Upgrades – Changes Inside Marketo UI

Anonymous Lead Upgrades – Customer Action Needed

Anonymous Lead Upgrades – Analytics Reports

Anonymous Lead Upgrades – Release Schedule

Anonymous Lead Upgrades – Under The Hood

Anonymous Lead Promotion to Known Lead – Munchkin V2 Behavior

Hopefully these will help give more details!

Enjoy!

Yun_Bai1

New Participant

Hello Gregoire,

Since the "Is Anonymous" filter is gone, if we want to filter "Anonymous Leads" (not through Web Activity Report) and delete those "Anonymous Leads, can you advice that how can we make our goal happen?

If I do this, can we say I found "Anonymous Leads"?

Thanks,

Becky

Grégoire_Miche2Author

New Participant

Hi Becky,

You cannot access these anonymous people any longer, but they do not count against your licence quota either. An Marketo delete them if they remain inactive on your web site during 90 days.

So why would you want to delete them ?

-Greg

Yun_Bai1

New Participant

Thank you so much Gregoire for your quick response. And great question for why do we want to delete them.

Because "we thought" that anonymous people are belong to our Marketo Database. We want to clean out the database by deleting certain type of leads, so the database will have more capacity. I am not sure if those anonymous people occupied / count in the database. If they are not really count as part of the database, I won't suggest to delete them.

Best,

Becky

Grégoire_Miche2Author

New Participant

Hi all who wonder how to prevent a smart campaign to run retroactively. Just set a filter "lead was created" filter (no date constraint).

-Greg

Grégoire_Miche2Author

New Participant

And a "Not lead was created" filter (no time constraint) for smart campaigns that should not run after lead creation

Grégoire_Miche2Author

New Participant

Also, vote for and

-Greg

D

DavidDe7

New Participant

It this feature delayed? Just asking since it was planned for Feb 3-5th and I still see anonymous lead in my smart campaigns results.

D

DavidDe7

New Participant

Just noticed that lead promotion and smart campaign piece was with "Post Winter Q1 Release – Staggered Release" and will take months to complete. Thanks

Grégoire_Miche2Author

New Participant

HI @Mike Reynolds,

Sorry, I have another tricky use case on this. Mister Doe navigates on our web site with 2 devices (and therefore 2 cookies). One day, he fills out a form on his laptop. So the lead gets created in the database and all historical smart campaigns are fired retroactively.

A few days later, he also fills out form on his tablet. Marketo detects it's the same person and the cookie is associated to the 1st lead. I suppose all the web activity is also (Correct if I am wrong).

But what smart campaigns are fired at that point ? is'nt is a risk that some "lead is created" campaigns are fired again (messing up with the lead data that has been modified) ?

We also need a clear understanding of what happens when an "anonymous" lead is merged with a known one/

Thx i advance for your insights.

-Greg

Mike_Reynolds2

New Participant

Greg,

In this case, the second form fill out from the second device would not activate that replay process. It's a separate process. It's not a lead creation/anonymous lead promotion activity, so the replay process to activate trigger campaigns from anonymous activity is not set off. As a lead association action, it has different processing that takes affect. If the system were recognizing it as a known lead, as an anonymous web activity record being converted/promoted into a known lead, it would activate the other process, which includes the campaign replay.

Grégoire_Miche2Author

New Participant

Hi Mike,

Somehow, then it would be roughly similar to what happens today when an anonymous lead is merged with a know lead : activities are appended to the know lead but all campaigns that would have changed some data to the anonymous lead (including scoring) are lost.

It inspires me a second idea to complement the one I logged a few weeks ago :

-Greg

A

Anonymous

Don't think I like the excuses being used that Marketo is growing and has trouble getting server space up.. In this day and age of cloud computing this answer doesn't make sense. If I had to guess, Marketo is preparing another product that will give this information up. Exactly what Demandbase is already doing. You can get all this inferred information on the fly and pass it over to Google Analytics. I suggest everyone check out Demandbase.

Mike

Mike_Reynolds2

New Participant

Michael Rosenvall,

It's no secret that Marketo is growing and building new products just like any other SaaS company (like Demandbase) would do. These changes to remove the "Is Anonymous" filter are part of the preparation for Munchkin V2. Munchkin V2 is a performance improvement designed to give all customers more for their money. It's not a new product, it's an increase in performance of what you already have, but with any evolution of technology, there's going to be technical changes. For example, Facebook got rid of the Wall and replaced it with Timeline. I'm sure on the back end of that, there was a technical upgrade (maintaining static pages vs scrolling feeds is a reallocation of resources), but it came with a trade off. Does that open the door to an offering of a new product later on? Of course it does--as the platform evolves it enables innovation and new offerings--not to make you pay more for what you already have, but to allow new features to be created down the road. To continue the example, Facebook constantly evolves their technology to offer new advertising options to marketers. Facebook users may not like the fact that sponsored ads show up in their Timeline now, but marketers love it (check out Facebook's info on Lead Ads and Marketo's Release Notes where we're now offering that integration from within Marketo). Neither the Munchkin V2 upgrade or the Facebook Lead Ads integration offering require purchasing new products. It's just an improved offering to what you already have.

A

Anonymous

Yes I get that they are growing and trying to improve things. I've been on this platform for 6 years or so and its come a long way. But I don't think taking things away really makes sense. It never is a good idea with any software to remove powerful features like that.

But like the release notes says, the reporting of anonymous leads is still possible and you can pull in some inferred information.

Thanks for the links Mike, I think that will calm a lot of people down a bit.

Grégoire_Miche2Author

New Participant

Hi @Mike Reynolds and @Kenny Elkington,

What about the created date ? Is it going to be the date of the creation of the cookie or the date at which the lead had been promoted ?

-Greg

Mike_Reynolds2

New Participant

Greg,

Created date for the "Lead Was Created" activity in the activity log will be the date/time when the lead took the action to become known. Let's say the lead first started navigating your site on January 1st. Then on January 15th, they filled out a form, promoting them to a known lead. The "Lead Was Created" date/time will be January 15th.

Grégoire_Miche2Author

New Participant

Hi @Mike Reynolds,

Correct me if I am wrong, but this will be a significant difference with today's behavior, as currently the created date would be Jan 1st in your example.

-Greg

A

Anonymous

I've just posted an Idea for creating a Release Readiness program. Either this "Is Anonymous" change should have been in beta with customers or at least a discussion held on this several MONTHS in advance so admins can analyze and make appropriate changes to their orgs. I'm personally getting very frustrated on the communications around upcoming release changes that affect end users or processes.

Maarten_Westdo2

New Participant

Hi @Mike Reynolds,

With regards to the inferred company information for anonymous leads, we actually built out an smart campaign that alerts sales reps when an anonymous visitors inferred company name matches with a list of predefined company names (their top 50 wish list accounts) and sends them an immediate report, which enables them to do more targeted "cold calling".

Would you say this is still possible in the new setup?

Jep_Castelein2

New Participant

that won't work as a Smart List anymore. However, instead you can use the Web Page Activity Report and the Company Web Activity Report and have the sales rep subscribe. My understanding is that you can still use a Smart List there (however, no need for the 'is anonymous' filter). I'll let Mike confirm that though.

Dan_Stevens_

New Participant

While it's good to know of a workaround as to where to still find this data, our concern is that all of the trigger campaigns that we have setup to send an email notification to the respective sales execs when a threshold is reached on specific web activity (e.g., visits 5 or more high value pages in a day) within a specific account, will no longer function. This was a huge value add that Marketing provided to Sales. Now that's lost.

Mike_Reynolds2

New Participant

Hello all,

With all of the replies going around in this thread, it's hard to make sure we've gotten all questions answered and nothing has slipped through the cracks. If anyone has any questions that haven't been answered yet, please feel free to start a new discussion thread and drop an @-tag for me in there so that I see it and we'll pick up where we left off. Just be sure to also add the URL for the new thread in here so others can follow along. Always glad to help!

Dan_Stevens_

New Participant

@Mike Reynolds Can you just confirm that the way we use this today - for providing account-related activity/responses to our paid advertising campaigns - will no longer be possible?

In looking at the great documentation you guys posted recently - specifically Anonymous Lead Upgrades – Analytics Reports - we may be able to achieve similar results here. We'll just need to filter those specific landing pages in the smart list so that it only shows anonymous company activity results on those pages.

If this is not the case, then we will have to rely solely on DemandBase for this (which is fine, but would have like to see this capability remain in Marketo). FYI, here's a sample of the anonymous account-centric dashboards they provide (does RTP offer the same?). I'd love to see similar capabilities in Marketo one day:

Mike_Reynolds2

New Participant

@Dan Stevens The Visited Web Page filter will work, but the Is Anonymous filter would break it and should be removed. Since all leads will be known, any Is Anonymous = True filter in use will return zero results. If you just remove that Is Anonymous filter, the Visited Web Page filter will give you the same results you're looking for, except that obviously you won't get the Anonymous leads any more.

Also, note here that your filter is set to only look for leads that have visited these 4 pages within the last 30 days. It could be thrown off by how long it takes for the lead to become known vs when the campaign/report is run. If the lead visited the pages 60 days ago, becomes known on day 61 and the campaign/report is run with the Visited Web Page filter set to in the past 30 days, it would filter them out.

As you said, you can still get these results in an analytics report by adding just the Visited Web Page filter to the report and then changing the Setup to show anonymous leads. This option will be available on the Web Page Activity Report and the Company Web Activity Report.

In regards to RTP, yes, there are a lot of capabilities available to see anonymous activity there, in particular with regards to conversions of leads by RTP Campaigns. RTP integrates with Google Analytics and there are some pretty powerful reports that can come from that integration as well. If you don't have RTP already, I'd definitely check it out. RTP doesn't have a stock integration with DemandBase, but they are a LaunchPoint partner and have an integration built with Marketo.

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