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Included in this article Overview Data you’ll get from Email Bounces Bounce Categories Hard Bounces Soft Bounces Bounce Details Building the Directory 1. Create 6 custom fields 2. Create a Program to house everything 3. Create a Static List 4. Create two Smart Campaigns Smart Campaign One - Logging Email Bounces with Bounce Details Smart Campaign Two - Remove Leads From the List After Successful Deliveries 5. Create Custom List View Showing Bounce Details Overview Bounce activities carry details for why the email was bounced, but it’s housed within the activity log entry, not in a field on the lead record, so it’s difficult to export that data. This article will show you how to extract that information to create a directory of leads bouncing emails and how to make the list automatically update. This will also create counters for bounces and successful re-deliveries after bounces happen. Data you’ll get from Email Bounces Bounce Categories Email bounces come in different types depending on why the email was bounced; Hard Bounces or Soft Bounces. Hard Bounces Hard Bounces come in two types, Category 1 and Category 2. Category 1 bounces are emails that have been marked as spam by the recipient mail server. Many email servers monitor blacklists or spam traps, so after de-listing with them, leads that have had a Category 1 bounce previously may be able to receive emails again. Category 2 bounces occur due to an email address that is invalid or doesn’t exist. Soft Bounces Soft Bounces come in three different types, Categories 3, 4 or 9. Category 3 bounces are usually temporary, caused by full mailboxes, timeouts, or throttling. Any email with this designation has been retried for up to 24 hours (36 for AOL). Category 4 bounces are caused by technical problems, Transient Failures, Admin Failures, DNS Failures. Any email with this designation has been retried for up to 24 hours (36 for AOL). Category 9 bounces are unknown, undetermined or gibberish details. Any email with this designation has been retried for up to 24 hours (36 for AOL). Bounce Details When an email is bounced, the recipient mail server includes details of why it was bounced. These are created by the admin of the recipient mail server and vary greatly, but most will give some explanation that can give valuable information. Email Bounce Codes Building the Directory 1. Create 6 custom fields You’ll need 6 custom fields, two DateTime fields, two Score fields, and two String fields Name the DateTime fields “Bounce Date” and “Email Delivered After Bounce”. Name the Score fields “Email Bounces” and “Deliveries After Bounces” Name the String fields “Email Bounce Details” and “Email Bounce Category” Directions for creating Custom Fields can be found here: Create a Custom Field in Marketo 2. Create a Program to house everything Use a default program type and name it "Directory of Leads Bouncing Emails". Info on creating programs can be found here: Create a Program 3. Create a Static List This static list will be your actual directory that contains all of the leads that are currently bouncing emails. Name it "Active Bounce List". Info on creating a static list can be found here: Create a Static List 4. Create two Smart Campaigns These two Smart Campaigns are what will be used to add and remove leads from your active bounce list. Info on creating Smart Campaigns can be found here: Create a New Smart Campaign Smart Campaign One - Logging Email Bounces with Bounce Details Your first Smart Campaign will be used to listen for any email bounces that occur. The campaign will populate the “Bounce Date”, “Email Bounce Category” and “Email Bounce Details” fields. It will then add one point to the “Email Bounces” score field which can be used to count how many bounces have occurred per lead. Lastly, the campaign will add the lead to the static list which will be an active directory of leads who are bouncing emails. Campaign Smart List Use the two triggers of “Email Bounces” and “Email Bounces Soft” in the Smart List. Set both triggers to “is any” so that they will fire whenever any email bounces for any reason. Campaign Flow The Flow of the campaign will have 5 flow steps. The flow will use a System Token and some Trigger Tokens, which can be used to pull details out of the action that activated the trigger. In this case, the Trigger Tokens will be pulling out the details on why the emails were bounced. That info is in the bounce message and is logged in the lead's activity log. Normally you'd have to comb through the activity log one at a time to find these details for each individual lead. This method, however, will pull the details out automatically for all leads. Flow Step 1: Change Data Value Attribute: “Bounce Date” New Value: {{system.dateTime}} Flow Step 2: Change Data Value. Attribute: “Email Bounce Category” New Value: {{trigger.category}} Flow Step 3: Change Data Value Attribute: “Email Bounce Details” New Value: {{trigger.details}} Flow Step 4: Change Score Score Name: “Email Bounces” Change: +1 Flow Step 5: Add to List List Name: “Active Bounce List” Smart Campaign Two - Remove Leads From the List After Successful Deliveries Campaign Smart List The Smart List of the campaign will need a trigger for “Email is Delivered” set to “is any” and also a filter of “Member of List” looking just for leads that belong to your Static List. This way, the campaign will only apply to leads who have had an email bounce but have then had an email successfully delivered afterwards. Campaign Flow The Flow of the campaign will have 3 flow steps to do the following; log when the email was delivered, add a point to the "Deliveries After Bounce" Score Field, and remove the lead from the "Active Bounce List". Flow Step 1: Change Data Value Attribute: “Email Delivered After Bounce” New Value: {{system.dateTime}} Flow Step 2: Change Score Score Name: “Deliveries After Bounces” Change: +1 Flow Step 3: Remove from List List Name: Operational.Active Bounce List 5. Create Custom List View Showing Bounce Details The custom fields you’ve created for email bounce information won’t show automatically in the view of your list. You can create a new view of the list to show just this information so that when it is exported it will give you only the email bounce information you need. Once the list has the necessary details, it can be exported with those columns included so that you can work with it. You can identify emerging trends and issues with your deliverability by looking for common themes among the bounce details. Directions for creating Custom Views can be found here

Issue You notice that new records in Marketo have the 'Website' and 'Company Name' fields populated with the domain of their email address. Solution This will happened when a new lead is created by a form fill-out. If the new record is imported or created manually then this would not apply. This design decision has been a part of the code for many years where the domain of the email is used for the company name and website fields on the lead record. This feature cannot be disabled.

Issue External tracked webpages are not showing up in "Visited Webpage" or "Filled Out Form" Smart List filter. Solution Munchkin tracked pages will not show up in Smart List filters until a known lead visits the webpage. To make sure the webpage shows up, do the following: Make sure that you have the Munchkin tracking code on those webpages. Use a test lead to visit the page and you may have to fill out a form or send an email to the lead to make sure that the lead is tracking on your machine. Check the test lead's activity history to make sure the visit is logged. Try entering the webpage in the filter again. Note :- Customizing Munchkin code can also be responsible for the same.

Issue Leads were sent the email and clicked on a web page link on the email. However, the web page activities were not associated to these leads. Solution Issue Resolution Check that the link clicked in the email has tracked link enabled If the web page activities are associated to other records (e.g. duplicates), then: Check who was 'cookied' on the web browser before the visit web page activity was recorded for the other records. This can be checked by looking at the web page activities recorded in the activity log. Check the User Agent details of the Click Link activity of the lead that was sent the email and compare it with the User Agent details of the Web Page Visit activity of the other record. The following tool can be used to help interpret the device details from the User Agent details: https://developers.whatismybrowser.com/useragents/parse/#parse-useragent In case of a non marketo landing page , check whether the munchkin is enabled correctly over the page without any customization. Reference Doc :- Munchkin Tracking

Issue If your Smart Lists are processing slowly, you may be able to speed them up using Segmentations for exclusion lists. Solution Many companies maintain email exclusion lists based on a number of criteria. In Marketo, these are often set up using Smart Lists that are then referenced in "Member of Smart List" filters. However, Smart Lists that reference other Smart Lists can be slow to resolve. Using a Segmentation for your exclusion lists instead of Smart Lists can help your campaigns and programs run more efficiently. Instructions for setting up Segmentations can be found here: Create a Segmentatio. You can then use the Segmentation filters in your Smart List rather than the "Member of Smart List" filters: Use Segment Filters in a Smart List.

Issue You are trying to identify your most active leads and set up a Smart List with an "Opened Email" or "Clicked Email" filter using "Email 'Is Any'" and a "Min number of Times" constraint, but are not sure if results are based on individual emails or 'all' emails in the 'Date of Activity' range. Solution These filters read from the Activity log so the min number of times constraint is based on all emails for a given record For instance, consider a record that has received Email 1 twice and Email 2 once. To meet the minimum qualifying threshold of three, the record qualifies since it has a total of three email send activities (two from Email 1 and one from Email 2). The same criterion applies to click activities. Note: An open activity is recorded only once per email per record. For further details, you can read more here .

Issue You want to measure who clicks a specific link that uses a query string from a landing page, but when you try to use this logic in a smart campaign or smart list, it tells you the URL can’t be found, even though you can see the URL embedded on the landing page. Solution If you are using the link "marketo.com/company/contact/?firstname=test", then you need to seperate the url into the link and the query string. The root domain (Link in the filter/trigger) will be marketo.com/company/contact/ and the query string (from Add Constraint dropdown) will be firstname=test. This will allow you to correctly track the links you are wanting. Make sure that you have the correct Web Page associated as a constraint as well. This is a article attached image This is a article attached image For a better understanding of what query strings are, they are the parameters that are preceded by the "?" in the url. Detailed Doc :- on UTMs and Query string parameters :- Tracking Lead Sources Using UTM Parameters

List imports can fail for a number of different reasons, so finding what that reason was is the first step to fixing what went wrong. When a list import fails to import leads, the Import Status dialog box will give you an error to tell you that some of the leads failed to import. The “Failed: X Leads” showing in the Import Status dialog box is a hyperlink. This is a article attached image When you click on the hyperlink, it will download an Excel file that carries the details of what caused the failure. The details for the import failure will change depending on the different types of issues, so watch for the explanations in the far right column for each lead on the list. Invalid data for the field type: This is a article attached image Invalid Email Address Warning: This is a article attached image Lead belongs to a different Lead Partition: This is a article attached image

Issue You added yourself to the Send Alert To portion of the List Import process and continue to receive unwanted Alert Emails every time a list is imported. Solution During the next List Import process to the problem Static List in Marketo, you'll want to select the Edit Send Notification from the window that pops up in the top right section of your screen after the import process is started. Selecting the Edit Send Notification will cause a new window to open up that shows all of the email addresses who will be sent an Alert Email once the import completes. If you no longer want to receive the Alert Emails for this static list going forward, deleteyour email address and click save.

My export is going to take a long time, do I have to stay logged in until it completes? Thankfully no, once you get your Import or Export started, you can log out, go grab some coffee or go home and the process will continue. Export: When you start the export process, you can close out of Marketo, later in the day or the following day you can log back into Marketo, find the same SmartList or StaticList you ran the export from, select it, click on List Actions and choose "Show Export Status". The Export dropdown will show up and assuming it is finished, the download link will be available. 1. Find and Click on the SmartLists or StaticList: 2. Click on List Actions then "Show Export Status": 3. The dropdown will pop open in the top right hand corner with the export status or the download link: Import: Similarly, you can get an Import started, when you choose the CSV and begin the process the first step is for the file to get uploaded to our server where it will be further processed and imported into the database. Once the file is uploaded and the import process begins, you can close out of Marketo and come back to check on the status in the future instead of staying logged in the entire time. In a similar manner to checking export status, you can click the StaticList you are importing into as follows: 1. Find and Click the SmartList or StaticList you are Importing into: 2. Click on List Actions then "Show Import Status": 3. The dropdown will pop open in the top right hand corner.

Issue Issue Description You have a record with a "Change Data Value" activity, but that field doesn't have a value on the current record. There's also an anonymous lead merge (which can be identified by looking for a Merge Leads activity and seeing if "Anonymous Source" is True) on the record. Solution Issue Resolution Check the Change Data Value's "LeadId" field. If this matches the anonymous record's ID (identified from the Merge Leads activity in the "Merge Id" field), then the reason for the value not showing is because upon association of an anonymous lead to a known record, only the activities are merged -- not the values of any fields which may have been recorded as changed.

Issue You have been sending live emails (non-samples) to yourself or colleagues to test functionality of an upcoming email blast, and even though you may be opening the email, you are not seeing the open email activity on the Lead Activity Log. Solution Note that there may be a slight delay between opening the email, and the activity displaying on the Log. Marketo considers an "open" to be when the images in the email are downloaded, specifically a single-pixel tracking image. The recipient may be receiving the emails and viewing them, but not downloading the images. This would not count as an "open." Please note that since text-only emails have no images, so they will never log an Open activity. If the images are being downloaded, and you are still not seeing the activity after about 5 minutes, check to make sure there are no duplicate leads that are logging the activity instead. If you need further assistance, please contact Marketo Support.

Included in this article Overview Troubleshooting Steps Overview If you have multiple workspaces in your Marketo Instance, your campaigns and smart lists may not pull the leads you would expect. If a lead partition is not visible to the workspace you are working in, there's no way for the smart list to "see" those leads in that partition. For more information about Workspaces and Partitions, check out Understanding Workspaces and Person Partitions Troubleshooting Steps To resolve this, you need to enable access for the specific lead partition to the workspace you are working in. This makes sure the workspace can "see" the leads and get them into your smart list or campaign results. 1. Under Admin, click on Workspaces & Partitions. 2. Select your Workspace and click Edit Workspace. 3. Edit the workspace and add check marks for all partitions that this workspace should be able to access. 4. Click the Save button. Your campaigns should now be able to access the leads in that partition and reflect the leads expected.

Issue When using Email Insights or other email tracking in Marketo, the device metrics do not always show the proper device that was used to open the email. Marketo tracks opens of emails through a single pixel on the email that when images are loaded it tracks it as an opened email. However your stats don't always show the proper information or client. Solution Due to the way the pixel is tracked it pulls Email Client version data much in the same way as a web browser obtains what browser visited. The "User Agent" as it is called is a widely adopted standard that email clients use to ID themselves. These strings/ID's are determined by the developer of the Email client. Some email clients have the same string for different operating systems (Gmail for Example). Due to the user agent string, some situations may not always give accurate stats on the device or provider. Inaccurate data is less common with most major email apps and programs. The accuracy of data on some mobile platforms can be harder to differentiate due to the limited user agent data provided by the Email Application program.

Issue You would like to have a list of leads who will get blocked from receiving emails when you send email via campaign or program due to Communication Limits. Your Communication Limit setup can be found in the Admin Panel and looks something like this. This is a article attached image Solution You can create a Smart List with the below setup and this list will show you the list of the people who will hit communication limit when you try to send an email. This is a article attached image To learn more about Communication Limits and how they work, you can review this article.

Issue You would like to pull a report of all the non-marketable records that you have in Marketo. Solution You can do this via a Smart List: Use the Any filter in the Smart List. Filters: Block Listed = true Unsubscribed = true Marketing Suspended = true Email Invalid = true Email Address is empty This Smart List will pull all the people that fall into the blocked leads list. You can also add a view in which you can add above mentioned columns to the smart list which will give a view if a record is block listed /unsubscribed etc. Reference Doc :- Create and Change Views for Lists and Smart List

Importing lists containing non-English names into Marketo may replace accented characters with invalid ones, often squares or non-alphabetical signs. The "character set" parameter identifies a character encoding, which is a method of converting a sequence of bytes into a sequence of characters. This conversion fits naturally with the scheme of Web activity: servers send HTML documents to user agents as a stream of bytes; user agents interpret them as a sequence of characters. The conversion method can range from simple one-to-one correspondence to complex switching schemes or algorithms. It is a good practice to set the browser to an appropriate character set before running the import. The most widely used are: Unicode (UTF-8) A universal character set that defines the characters included in a majority of the languages of the world. It can work with pages and forms that include a mixture of languages within the same page. Note: Old browsers may have an issue with you using the UTF-8 character set. It may be wise to consider ISO-8859 for old releases. ISO-8859-1 Also know as Latin1, includes the latin based languages of the world. It includes most western european languages. ISO 8859-1 Western Europe ISO 8859-2 Western and Central Europe ISO 8859-3 Western Europe and South European (Turkish, Maltese plus Esperanto) ISO 8859-4 Western Europe and Baltic countries (Lithuania, Estonia, Latvia and Lapp) ISO 8859-5 Cyrillic alphabet ISO 8859-6 Arabic ISO 8859-7 Greek ISO 8859-8 Hebrew ISO 8859-9 Western Europe with amended Turkish character set ISO 8859-10 Western Europe with rationalised character set for Nordic languages, including complete Icelandic set ISO 8859-11 Thai ISO 8859-13 Baltic languages plus Polish ISO 8859-14 Celtic languages (Irish Gaelic, Scottish, Welsh) ISO 8859-15 Added the Euro sign and other rationalisations to ISO 8859-1 ISO 8859-16 Central, Eastern and Southern European languages (Albanian, Croatian, Hungarian, Polish, Romanian, Serbian and Slovenian, but also French, German, Italian and Irish Gaelic) Microsoft Internet Explorer Mozilla Firefox Apple Safari Google Chrome Opera Mozilla Camino (Mac OS X)

Issue There are several special characters that are rejected by the Marketo system on the backend and which can cause errors or strange behavior when attempting to use them in asset or field names. These characters are: [ ' " < > { } ; ] This is a article attached image Solution These characters should not be used because they are often used in code and scripting languages. Generally, Marketo will give an error if this is attempted. However, in the event that the name is accepted there is a good chance that you will see some strange behavior when attempting to use the asset or field. There is a large range of different behaviors that can result and they are all very unpredictable, so the best choice of action is to not use these characters with asset or field names at all.

Issue Clearing cache and cookies in your browser will fix a number of different problems related to page display, browser errors, and login issues. Solution Here are links to the support articles on how to clear cache and cookies for the most commonly used browsers. Chrome Clear cache and cookies - Computer - Google Account Help FireFox How to clear the Firefox cache | Firefox Help Internet Explorer https://support.microsoft.com/en-us/help/278835/how-to-delete-cookie-files-in-internet-explorer Microsoft Edge Microsoft Edge, browsing data, and privacy – Microsoft privacy

Issue Issue Description After several failed login attempts you are locked out of your Account. You get the message "Account locked due to too many failed login attempts. Reset password and login again." This is a article attached image Solution Issue Resolution Marketo Locks a user automatically after 5 failed login attempts. You can either reset the password or have Marketo Support unlock your user from the backend if you know your password.

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

'Website' Field Same as Email Address Domain

Webpage Not Showing up in Visited Webpage or Filled out Form Smart List Filter

Web Page Activities Not Associated to Leads after Clicking Link in Email

Using Segmentations for Exclusion Lists

Using "Opened/Clicked Email - Email is Any" with a "Min Number of Times" Constraint

URL Not Appearing on Filter for Smart Campaign or Smart List

Unable to Create Subscription for Static List

TROUBLESHOOTING List Import Failure Reasons

Removing Yourself from a List Import Alert Email.

My Import/Export Is Going to Take a Long Time, Do I Have to Stay Logged in Until It Completes?

Merged Lead Has "Change Data Value" Activity But No Value in Field

Marketo Does Not See an "Opened Email" Activity

Leads not showing up in Workspaces & Partitions

Inaccuracy of Device Open Types on Emails

Identify Leads That Have Reached Their Communication Limit

How to Pull a Report of All Non-Marketable Records

Configuring Encoding for Imports

Asset or Field Names Not Accepting Special Characters

How to Clear Cache and Cookies

User Locked Out after Failed Login Attempts