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Marketo Tokens: Ins and Outs

Level 7

Using Marketo Tokens to create more scalable, dynamic content

Program tokens are the best! Those are the the tokens that start with “my.” and they’re specific to Marketo programs and Marketo folders in the Marketing Activities section which hold programs (i.e., all folders except for local asset folders that are within programs).

We originally started venturing into tokenizing content back when I was venturing into making responsive Marketo landing pages, since the WYSIWYG had become so difficult to use. I had realized pretty quickly that you could bring in all content through tokens in programs, and it cut down the time required to make programs (landing pages, emails, and everything else) from something like 2 hours to 15 minutes.

Enter tokens, which still bring in all of the content—pictures, buttons, value propositions, titles, links, and text—except with tokens. You simply clone from your program template, edit tokens on the program, and all of the changes are populated instantly. We can publish tokenized responsive landing pages (hopefully becoming redundant soon with Marketo's next few releases!) while saving hours with each new program.

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We tokenize everything, and so should everyone. In fact, we don’t even use Marketo’s landing page WYSIWYG editor. We don’t even open it. Same with emails. When we make a Marketo program, we just clone from a template program and change tokens, and it takes about 10 minutes. Before, we would spend 45 minutes nudging elements left and right by single pixels to get it all perfect.

A Quick Tokenization Guide

Program tokens cascade. They can be inherited and overwritten. Ever had to go through yearly updating of the copyright year? Well this way you can save two days of busy work—plop that year into a Universal token.

Make a “Universal” folder in your Marketing Activities section. Put tokens in there that you’ll use everywhere. Here's a screenshot example of what we use on the Universal level:

And program tokens! Here's a screenshot of an email campaign template, one that fits in with our engagement programs:

Emails are a fun way to use tokens, because emails don’t actually have to reside within the program itself. They can be housed in the Design Studio and a flow step sending an email within the program means that the non-local email will have local program tokens. Best use? Universal Fulfillment Email.

There are generally three levels of tokens that we use: "Universal" level (on the top-most containing folder), "Folder" level (on any folder below "Universal"), and "Content" level (specific to the program). You can turn your programs into miniature content management systems through program tokens like this.

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Token nuances—the types of tokens

There are two types of tokens that we use everywhere: text tokens and rich text tokens. They have some nuances to them, which you can see in this table:

Text tokens containing full URLs will not be tracked in Marketo emails! That’s because the way email links are tracked for clicks is through shortening them specific to the user. Because text tokens aren’t filtered through normal processing, they won’t be shortened and you will therefore not find any link tracking to work.

Solution:

http://www.{{my.Email - CTA_URL:default=etumos.com}}” — now you have link-tracking tokens!

The best rule of thumb for determining if you should use rich text tokens or text tokens is this: do I want paragraphs? Because they’re going to show up whether you want them or not.

More questions you’ll need to consider:

Will a non-coder need to (and be able to) edit this? Will a non-coder need to change formatting on this?

Is this abnormal code that’s going to be filtered out when I don’t want it to be? JS? CSS? HTML with non-WWC-compliant attributes?

The final word on tokens

Note that you can’t put tokens inside tokens. The only exception is a Calendar token, which takes event tokens but not program tokens.

In text emails, rich text tokens spit out the full HTML. That means someone on a Blackberry (okay, probably just an old Blackberry) is going to see your raw HTML code output in the text-only email. Hence, in that case, we have back-up text tokens instead of rich text tokens.

Want to see tokens in action? It's easiest to see demos, which were luckily recorded during my session from Marketo Summit 2015: Architecting a Scalable and Robust Marketo Instance!

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43 Comments
Anonymous
Not applicable

Congrats on being the first Champion to post on the new site (after it launched as opposed to posting during the beta testing). As a result, your post is on the home page! -- where we display the Champions Blog info (Others can learn about the Marketo Community Champion here: Champions: The Marketo Elite

This is super helpful! I'm already a big token fan, but your token nuances taught me a thing or two. Thanks!

Level 7 - Champion

Agreed! I've already redone a bunch of our landing pages to include more universal tokens and - within days - felt more productive!

Anonymous
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Wonderful share - thanks so much for the post!

Anonymous
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@Edward, how do you use the tokens for emails if you can't use tokens within tokens? I've been crafting this huge renewal program with tokens as the answer for scalability, only to discover that the First Name, Company Name and contact details for the reps aren't being pulled in.

Products and Support, why can you select tokens in the my Token Rich Text editor if they don't work!

You have to be creative about how you use it.

For automated emails, I usually chunk it down into a few pieces, and lead dynamism isn't included in the program token areas.

Example:

"Hi {{lead.First Name:default=there}},

{{my.Email - Body 1_Copy}}"

If you have other lead tokens you need, then you have to tweak the email template. Fulfillment email is a good example which has its own token templates :

"Hi {{lead.First Name:default=there}},

Thanks for downloading {{lead.Asset - Recent_Name}}! Here's your download link: {{lead.Asset - Recent_Name}}.

{{my.Email - Body 1_Copy}}

Cheers,

{{lead.Lead Owner First Name}} {{lead.Lead Owner Last Name}}

{{lead.Lead Owner Email Address}}

{{lead.Lead Owner Twitter Handle}}"

Anonymous
Not applicable

And I thought I was close to launching . I'll update when I get it right so others can see. Thanks!

Edward - I have always enjoyed tokens, but after your session at summit I NEED tokens. Another automation vendor was on the phone with me trying to compare their features with Marketo. When they said no tokens I completely checked out of the conversation (not that I was interested in switching anyway). With tools like Marketo and people like you making us all better users, I have everything I need. Thank you!

This is great!  Thank you!

Anonymous
Not applicable

I was able to get almost 100 emails down to 15 by using:

  • 15 Universal Inherited Tokens
  • 57 Program level tokens
  • Dynamic content in four of the emails

Here is the actual email in edit form for direct English language customers.

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The next part I'm working on is formatting the date tokens for countries.