Skip navigation
All Places > Dallas User Group > Blog
1 2 Previous Next

Dallas User Group

20 posts

Calling all Marketo Users, Marketing Automation lovers and MarTech Nerds who like Italian food and love wine! The Dallas Marketo User Group (DMUG) invites you to join us for a holiday happy hour Thurs, December 13 from 4-7 p.m. at Carrabba’s Italian Grill. We had so much fun at the last event here, we’ve decided to do it again. Drinks and appetizers will be served — plus an open discussion on Marketo API Optimization.  Get details and RSVP >>

The Dallas Marketo User Group invites you to join your fellow Marketo rockstars on AUG 23 PM for a discussion on video as a part of your content marketing mix and martech stack considerations. RSVP today >


We will also have a Q&A session to discuss Marketo-related challenges facing group members. Bring your questions and be ready to jump in with suggestions.


Refreshments will be provided. Event is free to attend.


Date & Time: Thursday, August 23, 3:00 - 5:00 pm CT


Presenter: Denise Chaisson, VP of Demand at nFusz, will present "Leveraging Video in your Marketing Strategy" as well as sponsor the event.


Host/Venue: Digital Pi, Regus Tollway Plaza, 15950 N. Dallas Pkwy, Suite 100, Dallas, TX 75248


Save date and time on your calendar and RSVP today >


Come Join Our Team




Our mission is to empower healthcare organizations and professionals with the world's best technology solutions. At Axxess, employees are encouraged to innovate and be entrepreneurs in their thinking and actions to make us better every day. Axxessians are an integral part of the company success story, which has led to our award-winning culture. Axxess has been recognized as a best place to work by Computerworld, 101 Best and Brightest Companies to Work For, The Dallas Morning News, The Texas Association of Business and Modern Healthcare.




Apply for our Marketing Automation Manager position to join the movement and grow your career with Axxess.

Calling all Marketo Users, Marketing Automation lovers and MarTech Nerds who like Italian food and love wine!

The Dallas Marketo User Group (DMUG) invites you to join us for a happy hour June 28 from 4-6:30 p.m. at Carrabba’s Italian Grill Dallas. We will have light appetizers, tales from summit 2018 (mostly the appropriate ones), Email Knowledge Bingo and more Marketo know-how in one room then you can shake a bread stick at.

SIGN UP NOW so we know to expect you and please leave your burning Marketo questions in the comments. We will get to the bottom of it together. (Or at least the bottom of a glass of chianti.)

Venue: Carrabba’s Italian Grill — 17548 Dallas Pkwy, Dallas, TX 75287

RSVP TODAY »     (add to your calendar and share with others)

You must have seen new trend in the website/landing page forms where labels are showing inside the text/text area/select box itself.


How to create these forms in Marketo? Do you want to know?
If yes then follow the below steps:


1. Remove the label
2. Enter it in the Hint Text


(Shown as below)



Screen Shot 2018-06-19 at 8.47.15 pm.png


Now there is a challenge if you  have marked your field as "Is required" then there will be an asterisk coming either above or left (As per your setting). To remove that add custom css in your form setting.


Shown as below:



Screen Shot 2018-06-19 at 8.51.13 pm.png


Let me know if you have question regarding this.


Sant Rathore

Our team is growing! We have a new position for an Email Marketing / Campaign Specialist at Tyler Technologies. This position can work out of our Falmouth, Maine or Dallas, Texas office. We sell software to state & local government and we are an AWESOME place to work (we have very little turnover, great benefits, great culture, beautiful building, etc.). Visit our web site to learn more  The job is now posted on our web site  If interested, send your resume ASAP to (Open to contract to hire or direct hire)

Jon Bourne

Webinar: Preparing for GDPR

Posted by Jon Bourne Jan 30, 2018

As the date for the European Union's GDPR approaches, and with the evolving regulations that exist today, including Canada’s CASL, and United States' CAN-SPAM, email compliance is evolving from management of “how a company communicates via email” to “how a company ensures the rights of the prospects and their data.”


Join Marketo 2018 Agency Partner of the Year Digital Pi's CEO Ryan Vong and delivery expert and Inbox Pros CEO Chris Arrendale to learn about:


  • Who GDPR legislation applies to, and what is at stake
  • What you can do now to prepare for GDPR's May 2018 launch
  • Best practices Marketo setup for data governance and compliance


Date and Time:

Thursday, February 1, 2018

11 a.m. Pacific / 2 p.m. Eastern


Register for the Preparing for GDPR webinar

Hope you're making plans to attend our Dallas user meeting next week THURS 2/23 from 3-5pm. Don't forget to RSVP!


See all meetings for 2017 posted here  >> 2017 Meetings | Dallas Marketo User Group

I've been seeing a lot of posts asking about main vs. subdomain usage in Marketo so I decided to ask a friend and expert in this field to elaborate. Sharing his guest blog here.


The part I was most interested in.


Questions that Marketo folks struggle with



Should they purchase a dedicated IP to build out the subdomain’s reputation even if they are small?

A dedicated IP for a low-volume sender could actually hurt someone’s deliverability as they will never be able to establish a reputation. I normally recommend around 500,000 sends per month to have a dedicated IP.


I do have 1 client on Marketo that sends out 100,000 emails a month (all B2B) on a dedicated IP. The only reason is that their are an international sender and the majority of the networks they send to required a dedicated IP to whitelist.

Agree on the subdomain reputation too. Gmail/Google Apps, along with others are now looking at the subdomain to determine reputation. Each mail stream and sending

platform should use a different subdomain when sending out email or else you could “cross contaminate” the reputation.





When it comes to using a third party like Marketo on a shared server, how do we get affected if someone else on the same server has bad email practices?

Shared IP pools can be problematic if not managed properly. If you have a client on a shared IP pool, other senders on that pool will affect your deliverability. If a sender on the shared IP pool land on a blacklist, that affects all others on that pool. Not to mention if an ISP or network blocks the IP, mail traffic is affected for all senders. Keeping an eye out for blocks, soft bounces, blacklists, etc. can help catch these issues quicker.


It is very important to ask any email service provider about the other senders on the shared IP pool, like:



How many other senders are on the shared IP pool?


What is the typical daily, monthly volume on the shared IP pool?


How many IPs are in the shared IP pool?


What categories or lines of business comprise the shared IP pool?

Track YouTube Videos in Marketo

Many of our clients host marketing videos, recorded webinars, or other video content on YouTube. It’s simplicity and dominance in the online video space make it the de facto standard for many marketers.

No Marketo integration with YouTube's standard embed code

Despite its ease of use, however, many Marketo practitioners have been frustrated that they have no visibility from within Marketo to leads’ interactions with their YouTube video content. For this one feature, many marketers utilize video hosting solutions like VidYard to get video interaction information into Marketo.

But there is another way, and it is much easier on your budget.

Track YouTube videos in Marketo with Javascript APIs

Our team at Digital Pi has developed and refined a simple script that you can include—for free!—in your Marketo landing pages to embed a YouTube video and get key video interaction data back into Marketo. This data can then be used to change program statuses, increase leads’ behavior scores, or anything else that can be added to a workflow in Marketo.

One of the key features of the script is that you can see which leads reached self-defined video to milestones.

Example scenario: let’s say you have a product demo video and a corresponding Marketo program based on your Product Marketing channel.

  1. When a known lead views the landing page, her program status is set to Member.
  2. When she views 50% of the video, that milestone is logged and triggers a program status change to Interested.
  3. When she views 100% of the video, the program status changes to Engaged.
  4. At this point, you could have the landing page generate a modal popup with a Marketo form to request a free sample kit, because you know she is likely ready to try it out.

A simple demo

In this post on our blog, there is an example video that demonstrates this functionality. The video image below is linked directly to it. Below the example video is a log that shows what information is sent to Marketo. Feel free to play and pause the video to watch what happens as the information is logged. As you watch the video, look for milestones to automatically show up in the log at 25%, 50% and 75% completion.

By the way, this all works on both Android and iOS mobile devices too. I recommend testing on all platforms.

Check out the demo video on our blog.

Omega Automation Intelligence

The YouTube tracking script

Here is the script: Digital Pi’s YouTube tracking script for Marketo

To use the script, you will need to make a few changes to your Marketo landing page template(s) where you want to use the video functionality:

  1. Include this script just before the closing </body> tag:

    <script src=""></script>

    (I recommend saving the script to your computer, uploading it to Marketo’s Design Studio, then changing the above URL to reflect your Marketo-hosted version.)
  2. Place this code snippet where you want the video to appear:

    <div id="digitalpi-yt-player" data-youtube-id="XXXXXXXXXX"></div>
  3. Change XXXXXXXXXX to your YouTube video ID, from the YouTube URL

Accessing video tracking info in Marketo

Okay, so the video is tracked. How can you, the savvy Marketo practitioner, access this information and use it in your marketing? There are several things you need to know.

  1. In Marketo, these YouTube video interactions are logged as click events.
  2. Regardless of which page the request originated on, the page URL is always the same:
  3. This tracking works even on anonymous leads--before they submit their name or email address.

Here is how the video interactions show up as lead activities.

Activity Details for Click Link entry in test lead's Activity Log
Activity Details for Click Link entry in test lead's Activity Log

In a smart list, you could use a filter for all leads that reached the 25-percent-watched milestone.

Marketo filter for tracked YouTube video interaction
Marketo filter for tracked YouTube video interaction

Or you could use the same parameters in a trigger.

Marketo trigger for tracked YouTube video interaction
Marketo trigger for tracked YouTube video interaction

Finally, to trigger a status change or scoring increase when a lead finishes watching a video, you can search for a query string containing movie-action=played-to-end.

Marketo trigger for YouTube video viewed to end
Marketo trigger for YouTube video viewed to end

Look at the demo video's log to get an idea of what parameters are available for your Marketo filters and triggers. Remember, you can use as much or as little of the query string to get as specific or general as you want depending on how much or how little of it you include. Here are some query strings from the example above and ideas on how you could possibly use them:

Query String ParametersInterpretation & Use Case
video=jdi-qqFv24A&movie-action=played-to-endWatched a specific video to the end. Use to set program status to Engaged or equivalent success step.
movie-action=played-to-endWatched any tracked YouTube video on your site to the end. Use to increase Behavior Score in your global scoring program. This may also be a good opportunity to log an Interesting Moment for Sales.
video=jdi-qqFv24A&movie-action=achieved-milestone&percent=50Watched at least half of a specific video. Use to set program status to Interested or equivalent pre-success step. Possibly use to increase Behavior Score.
movie-action=achieved-milestone&percent=50Watched at least half of any tracked YouTube video on your site. Use to increase Behavior Score.
movie-action=pressed-play&percent=0Started watching any tracked YouTube video on your site. Use to increase Behavior Score.

Configure the YouTube tracking script and player settings

By default, this video player will log milestones when a known lead watches 25%, 50% or 75% of the video, but these can be changed to suit your needs.

In addition to Marketo tracking, this script also empowers you to overcome some of YouTube’s default embedded YouTube video player’s other limitations and settings:

  • The video player will scale responsively for tablet or mobile devices.
  • The player’s controls and video title are hidden by default.
  • “Related” videos will not display at the end of the video.

Any of these options can be changed in the script itself, including the percentages for the milestones.

Settings for YouTube videos tracked in Marketo
Settings for YouTube videos tracked in Marketo

Have questions, suggestions for improvements or requests for specific features? Let us know in the comments below this post on our blog.

Reposting it here for the community.


In our first post, we discussed the concept of URLs and UTM tracking. Now that those are in place, we will dive into the setup with Marketo. Here are the high-level steps:

  1. Create the UTM fields in order to have a place to store the values
  2. Add the fields on your form pages as hidden fields, add to a landing page
  3. Setup the Marketo programs and/or smart campaigns to process them
  4. Test and check to make sure it's working

Step 1 - Create UTM fields

If you are setting this up for the first time, or you have inherited a Marketo instance, I recommend checking to make sure these fields are not already in place, or they exist, but are named something else. If you have access, go to Admin > Field Management, and search for any fields containing "utm" or "ppc" to see if they are there. In the screenshot below, you'll see that all 5 fields have been created and are currently mapped to the SFDC lead and contact records. *Side note: The mapping is important if you want the values for leads or contacts since SFDC treats them differently. Also, if you are creating them for the first time, make sure to do it in SFDC and wait for the fields to sync to Marketo or you'll have to get it re-mapped.


Step 2 - Add fields to your forms

Now that you have the fields created, add them to any relevant data forms. There are two main options for this.

  1. If your website uses custom non-Marketo forms, ask your web developer to add the extra fields to the forms and make them hidden. In the field management screen, there's an "Export Field Names" button which will export all the necessary fields that you can provide to your developer. The file provides a mapping for the UTM values that need to be written to from the website form field to the Marketo field. There might be other options such as native plugins that might already accomplish this.
  2. If you are adding them to a Marketo landing page, drag those new fields onto your forms and make them hidden. In the Autofill property, choose Edit and you'll see options to chose where the field values will populate from. Choose URL Parameter and type in "none" for the default value or anything that you can filter on later to troubleshoot if it's not working.

UTM_Capture UTM_hidden At this point, the landing page is just waiting for a referring visit with UTM values. Consider what happens when someone clicks a link, but does not sign up right away? The values from the URL parameter must be present at the time of submission in order for this to work. So if someone navigates away and the parameters disappear, then the UTM values will not be captured. To solve for this, we have created a tracking script that will store any UTM parameters it finds into a cookie. Now when a visitor fills out a form that contains the hidden UTM values on a form, the cookie will store the UTM value across the main and subdomains. *Technical Stuff: You can upload the extracted file into the images directory or on your web server. Before doing so, take note to make one change to the file and re-save it for it to work. Open the file with any text editor and looking for a line that says "" and change it to your domain. Once set, it won't expire for another 365 days. The script should be place where your Munchkin script is also placed. It's a simple script that does the following.

  • If UTM parameters are present, store those into a cookie. This means if it comes from a URL and it's the first time seeing it, the script creates the cookie.
  • If the visitor comes back by clicking another link with different UTM parameters, it will replace with the new ones and continue to do so.
  • It's not session specific which means if the visitor closes the browser and comes back at a later date, it will still be in the cookie and keep it for 365 days.

Screenshot_7_22_16__7_15_PM Marketo___Scripts_•_Design_Studio Here's a link to the tracking script: So that you can see this process in action, I created a simple form with visible UTM fields on a landing page. When you click on one of the sample links, you should see the UTM values in the UTM fields where they would normally be hidden. If you want to experiment with it, change any of the UTM values after the equal sign and refresh the page. You'll see the new value populated in the field that was changed. Long version: Shortened version:


Step 3 - Setup Marketo processing

This next part is just ordinary Marketo smart campaign building. Setup the trigger filtering on UTM values. Make sure it's unique enough to process for the individual UTM parameter (campaign, source, medium, etc.).


Step 4 - Test and validate

Create a few URLs to your landing page and use different combinations of UTM parameters and click on your form submission. Look for the test record and in the custom fields look for the values. If they are there, it's working properly. Keep in mind these values will change each time a new set of UTM values are set. You can run reports on the different campaigns or even down to the add level if programs are setup to track that. utm_values

This feature is used frequently, so we hope this article saves a lot of time and frustration. Happy Marketing!!

Save these dates in 2016... Feb 25, April 28, June 23, Aug 25, Oct 27. Meetings are every other month from 3-5pm. View topics, speakers, locations and REGISTER via our blog today >>


*Register for email updates delivered to your inbox on our blog.

Out of the box, Marketo is built to search and track leads that are associated with an opportunity in your CRM system. This is how marketing has the ability to track the lead’s marketing interactions and tie them to a pipeline and/or a revenue metric.

But as the Attribution Settings dialog box in Marketo states: “It is critical to get your sales and marketing teams aligned in order to assign contact roles to opportunities”.

To ensure this in a traditional manner, you must either:

  • Provide additional training to your sales team
  • Request your CRM team to make this a required field

However, Marketo recognizes that marketing teams generally have little control over such things. In the event that sales and marketing aren’t aligned, as a Marketo Admin, you have the ability to save the day by attaching contacts to opportunities in your CRM using this Marketo tip:

With the Revenue Cycle Analytics module in place, the Attribution Settings dialog box will put your pipeline in line in no time (or within 24 hours as noted in the dialog).


Here’s a the lowdown on the impact the settings have:


This is the default and recommended setting. Marketo will look at only contacts associated with the opportunity that were created or closed, and attribute the value of the opportunity to only these contacts that have a role in this opportunity.

Important: The marketing and sales teams need to be aligned, and the process of associating contacts with the opportunity will need to be enforced. The contacts that are attached to the opportunity has to have an role.


This is a workaround setting. Marketo will look at all contacts under the account, regardless of the contacts that have a role in the opportunity – whether the opportunity was created or closed.

Important: The value of your marketing initiatives will be diluted. Marketo will look at the different marketing initiatives that all the accounts interacted with, what programs acquired their names, what programs they achieved success in, and then attribute the value of the opportunity to all these interactions.


This is a workaround setting. Marketo will look at only contacts associated with the opportunity and see if there is any contact associated. If not, Marketo will then look at all contacts under the account.

Important: This will not only dilute the value of your marketing initiatives but also lead to inconsistent attribution and view to these initiatives.

Attaching contacts to opportunities is one of the most important pieces of your Marketo RCE setup. It’s also one of the most complicated items in terms of sales training and change management.


Don't forget to RSVP for our upcoming user group meeting on OCT 22 from 3-5pm at Protiviti (in the Galleria area). We'll be discussing ABM strategies, tips, tricks and more... Get details Also, see new job posted on our blog >>

Check out the details of our next user meeting by clicking link below -- and don't forget to RSVP. We hope to see you at the meeting next month.


D-MUG Meeting: OCT 22 from 3-5pm at Protiviti in Dallas/Galleria area (RSVP here)