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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

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.

Issue When you navigate to Admin>Munchkin, you see option to select Workspace. Why is that? This is a article attached image Solution People generally use workspsce either because of their companies geographical location or Business Unit. In each case, the separation is because the marketing assets are completely different. With that said, If you're using Workspaces in your Marketo account, you probably also have separate web presences that correspond to your workspaces. In that case, you can use the Munchkin tracking Javascript to assign your anonymous people to the correct workspace and partition. This is used to differentiate appropriate leads within workspace with the help of appropriate tracking. If you don't use the special workspace Munchkin code, the people will be assigned to the default partition that was created when your account was set up. It's named "Default" initially, but you might have changed that in your own Marketo account. You can only use one Munchkin tracking script for a single partition and workspace on a page. Do not include tracking scripts for multiple partitions/workspaces on your website. I would also like to mention that Landing pages created in Marketo automatically contain tracking code, so you don’t need to put this code on them.

When a user switches to another language in their preferences not everything in Marketo will get translated. Specifically, any object that has an editable name is not automatically translated. Type of Text Example Translated? Editable Text Programs Seeded Channels Seeded Marketing Activities Folders Progression Statuses Custom Fields No Not Editable Text Standard Fields System Smart Lists General User Interface Yes When a user views content in a workspace that is not the same as their preferred language, the above table describes what would be translated.

Issue You have two SFDC picklist fields mapped to one Marketo field but it isn't showing all picklist values for both SFDC fields. Solution When two SFDC picklist fields are mapped to one field in Marketo, the only values that will show in Marketo will be the values that exist in both picklists. Review the picklist values in Salesforce and add any missing values to the picklists so that they match exactly. This could happen in situations where the field in Marketo is mapped to a SFDC picklist field on leads as well as a SFDC field on contact/account.

Issue You need to locate the Munchkin ID for a specific Marketo instance. Solution What is a Munchkin ID? Marketo's custom JavaScript tracking code, called Munchkin, tracks all individuals who visit your website so you can react to their visits with automated marketing campaigns. Even anonymous visitors are tracked along with their IP addresses and other information. The Munchkin ID is the unique identifier for a specific Marketo instance and insures tracked activity goes to the correct instance. How to find your Munchkin ID 1. Log into the specific Marketo Instance you need the Munchkin ID for. You can verify the instance name by checking the listing in the top left of your browser. This is a article attached image 2. Go to Admin and click Munchkin in the tree on the left in the Integration section. This is a article attached image 3. The Munchkin Account ID will be the first thing listed in the Tracking Code box. This is a article attached image

Issue How do you delete the data in Marketo Custom Object records, or in specific fields on the custom object if the the custom objects have already been created and approved? Solution Marketo Custom Objects are not accessible via the User-Interface. API calls must be utilized in order to delete this record data. You can delete the records via the 'Delete Custom Objects' call Delete Custom Objects If you are interested in extracting any of the existing data, you can use the following GET call. You will need to make a 'Get Custom Objects' call Edit Custom Objects Here is an additional resource that may be useful and relevant List Custom Objects

Syntax Recommendations Common Look Up mechanisms Common Modifiers Too Many Mechanisms Character String Too Long Null Records in the SPF Record Repetitive Records in the SPF Record - Void Lookups Validation Tools Syntax Recommendations Common Look Up mechanisms a: mx: include: ip4: ip6: exists: ptr: all Common Modifiers redirect= exp= An A Record must ALWAYS contain IP address (map host to IP) CNAME (Alias) must contain hostnames. No IPs here NS an MX records must contain host names. No IPs allowed. MX records (for mail servers) should contain hostnames NOT IPs. Too Many Mechanisms Section 10.1, "Processing Limits" of the SPF RFC 4408 specifies the following in regards to DNS lookups: SPF implementations MUST limit the number of mechanisms and modifiers that do DNS lookups to at most 10 per SPF check, including any lookups caused by the use of the "include" mechanism or the "redirect" modifier. If this number is exceeded during a check, a PermError MUST be returned. The "include", "a", "mx", "ptr", and "exists" mechanisms as well as the "redirect" modifier do count against this limit. The "all", "ip4", and "ip6" mechanisms do not require DNS lookups and therefore do not count against this limit. The "exp" modifier does not count against this limit because the DNS lookup to fetch the explanation string occurs after the SPF record has been evaluated. This limit is in place to prevent SPF lookups from being a useful avenue for Denial of Service attacks. Using an example SPF record as an example to illustrate, this record was breaking with 12 look-ups: example.com text = "v=spf1 include:_spf-a.example.com include:_spf-b.example.com include:_spf-c.example.com include:_spf-ssg-a.example.com include:spf-a.anotherexample.com ip4:131.107.115.215 ip4:131.107.115.214 ip4:205.248.106.64 ip4:205.248.106.30 ip4:205.248.106.32 ~all" [ 5 mechanisms] _spf-a.example.com text = "v=spf1 ip4:216.99.5.67 ip4:216.99.5.68 ip4:202.177.148.100 ip4:203.122.32.250 ip4:202.177.148.110 ip4:213.199.128.139 ip4:213.199.128.145 ip4:207.46.50.72 ip4:207.46.50.82 a:mh.example.m0.net ~all" [ +1 = 6 mechanisms] mh.example.m0.net a = 209.11.164.116 _spf-b.example.com text = "v=spf1 include:spf.messaging.example.com ip4:207.46.22.35 ip4:207.46.22.98 ip4:207.46.22.101 ip4:131.107.1.27 ip4:131.107.1.17 ip4:131.107.65.22 ip4:131.107.65.131 ip4:131.107.1.101 ip4:131.107.1.102 ip4:217.77.141.52 ip4:217.77.141.59 ~all" [+1 = 7 mechanisms] spf.messaging.example.com text = "v=spf1 include:spfa.anotherexample.com include:spfb.anotherexaple.com include:spfc.anotherexample.com -all" [+3 = 10 mechanisms] spfa.anotherexample.com text = "v=spf1 ip4:157.55.116.128/26 ip4:157.55.133.0/24 ip4:157.55.158.0/23 ip4:157.55.234.0/24 ip4:157.56.112.0/24 ip4:157.56.116.0/25 ip4:157.56.120.0/25 ip4:207.46.100.0/24 ip4:207.46.108.0/25 ip4:207.46.163.0/24 ip4:134.170.140.0/24 ip4:157.56.110.0/23 -all" [+0 = 10 mechanisms] spfb.anotherexample.com text = "v=spf1 ip4:207.46.51.64/26 ip4:213.199.154.0/24 ip4:213.199.180.128/26 ip4:216.32.180.0/23 ip4:64.4.22.64/26 ip4:65.55.83.128/27 ip4:65.55.169.0/24 ip4:65.55.88.0/24 ip4:94.245.120.64/26 ip4:131.107.0.0/16 ip4:157.56.73.0/24 ip4:134.170.132.0/24 -all" [+0 = 10 mechanisms] spfc.anotherexample.com text = "v=spf1 ip4:207.46.101.128/26 ip6:2a01:111:f400:7c00::/54 ip6:2a01:111:f400:fc00::/54 ip4:157.56.87.192/26 ip4:157.55.40.32/27 ip4:157.56.123.0/27 ip4:157.56.91.0/27 ip4:157.55.206.0/24 ip4:157.55.207.0/24 ip4:157.56.206.0/23 ip4:157.56.208.0/22 -all" [ +0 = 10 mechanisms] _spf-c.example.com text = "v=spf1 ip4:203.32.4.25 ip4:213.199.138.181 ip4:213.199.138.191 ip4:207.46.52.71 ip4:207.46.52.79 ip4:131.107.1.18 ip4:131.107.1.19 ip4:131.107.1.20 ip4:131.107.1.48 ip4:131.107.1.56 ip4:86.61.88.25 ip4:131.107.1.44 ip4:131.107.1.37 ~all" [+0 = 10 mechanisms] _spf-ssg-a.example.com text = "v=spf1 include:_spf-ssg-b.example.com include:_spf-ssg-c.example.com ~all" [+2 = 12 mechanisms] _spf-ssg-b.example.com text = "v=spf1 ip4:207.68.169.173/30 ip4:207.68.176.1/26 ip4:207.46.132.129/27 ip4:207.68.176.97/27 ip4:65.55.238.129/26 ip4:207.46.222.193/26 ip4:207.46.116.135/29 ip4:65.55.178.129/27 ip4:213.199.161.129/27 ip4:65.55.33.70/28 ~all" [+0 = 12 mechanisms] _spf-ssg-c.example.com text = "v=spf1 ip4:65.54.121.123/29 ip4:65.55.81.53/28 ip4:65.55.234.192/26 ip4:207.46.200.0/27 ip4:65.55.52.224/27 ip4:94.245.112.10/31 ip4:94.245.112.0/27 ip4:111.221.26.0/27 ip4:207.46.50.221/26 ip4:207.46.50.224 ~all" [+0 = 12 mechanisms] spf-a.secondexample.com text = "v=spf1 ip4:157.55.0.192/26 ip4:157.55.1.128/26 ip4:157.55.2.0/25 ip4:65.54.190.0/24 ip4:65.54.51.64/26 ip4:65.54.61.64/26 ip4:65.55.111.0/24 ip4:65.55.116.0/25 ip4:65.55.34.0/24 ip4:65.55.90.0/24 ip4:65.54.241.0/24 ip4:207.46.117.0/24 ~all" [+0 = 12 mechanisms] Character String Too Long 255 character limitation in a single string https://kb.isc.org/article/AA-00356/0/Can-I-have-a-TXT-or-SPF-record-longer-than-255-characters.html http://www.string-functions.com/length.aspx You may have more than 255 characters of data in a TXT or SPF record, but not more than 255 characters in a single string. If you attempt to create an SPF or TXT record with a long string (>255 characters) in it, BIND will give an error (e.g. "invalid rdata format: ran out of space".) Strings in SPF and TXT records should be no longer than 255 characters. However to get around this limitation, per RFC 4408 a TXT or SPF record is allowed to contain multiple strings, which should be concatenated together by the reading application. In the case of use for SPF (using either TXT or SPF RRs) the strings are concatenated together without spaces as described below. Reassembly by other applications of multiple strings stored in TXT records might work differently. 3.1.3. Multiple Strings in a Single DNS record As defined in [RFC1035] sections 3.3.14 and 3.3, a single text DNS record (either TXT or SPF RR types) can be composed of more than one string. If a published record contains multiple strings, then the record MUST be treated as if those strings are concatenated together without adding spaces. For example: IN TXT "v=spf1 .... first" "second string..." MUST be treated as equivalent to IN TXT "v=spf1 .... firstsecond string..." SPF or TXT records containing multiple strings are useful in constructing records that would exceed the 255-byte maximum length of a string within a single TXT or SPF RR record. EXAMPLE text = "v=spf1 ip4:199.15.212.0/22 ip4:72.3.185.0/24 ip4:72.32.154.0/24 ip4:72.32.217.0/24 ip4:72.32.243.0/24 ip4:94.236.119.0/26 ip4:37.188.97.188/32 ip4:185.28.196.0/22 ~all“ text = "v=spf1 ip4:199.15.212.0/22“ " ip4:72.3.185.0/24 ip4:72.32.154.0/24 ip4:72.32.217.0/24" " ip4:72.32.243.0/24 ip4:94.236.119.0/26" " ip4:37.188.97.188/32 ip4:185.28.196.0/22 ~all" Null Records in the SPF Record A record that is NULL or that does not exist will break an SPF record. Syntax within the record is very important, if there are extra spaces between mechanisms it will count as NULL. EXAMPLE text = "v=spf1 ip4:199.15.212.0/22“ <- accurate text = "v=spf1 ip4: 199.15.212.0/22“ <- NULL (NOTE the space between IP4: and the IP) Repetitive Records in the SPF Record - Void Lookups If there are too many repetitive mechanisms in the SPF record, including records that cascade (for example when using "include:") the record will break. There is a MAX of 2 void look ups in an SPF record. More than that and the record will break. This prevents SPF records from being used in Denial of Service style attacks. Validation Tools SPF checker, syntax validator and SPF tester http://www.kitterman.com/spf/validate.html SPF checker http://vamsoft.com/support/tools/spf-policy-tester SPF validator http://vamsoft.com/support/tools/spf-syntax-validator CIDR Calculator http://www.subnet-calculator.com/cidr.php Nslookup http://network-tools.com/nslook/ SPF creation wizard http://www.microsoft.com/mscorp/safety/content/technologies/senderid/wizard/ Common SPF errors http://www.openspf.org/FAQ/Common_mistakes SPF syntax definitions http://www.openspf.org/SPF_Record_Syntax

Issue Changing your primary domain can be a bit of a daunting task if you don't know where to start, this guide will walk you through the steps you will need to take to use a new domain with your Marketo instance. Solution Create your new CNAME and point that to your Marketo instance. If this new CNAME is going to be used as your primary domain, then the Domain Name in Admin > Landing Pages will need to be changed to reflect your new domain and your old domain should be added as a domain alias so any old links will be redirected to your new domain Add Additional Landing Page CNAMEs Adding a new branding domain is recommended when changing your domain. This will allow tracked links in emails add a tracking cookie when being directed to your new domain. A new CNAME will also need to be created for this and will need to point to the original tracking link for your instance. Add an Additional Branding Domain with Workspaces If you plan on signing your emails with your new domain, setting up a new SPF/DKIM record is recommended to help keep your deliverability rates as high as possible. Set up SPF and DKIM for your Email Deliverability Set up a Custom DKIM Signature

Issue Issue Description Unable to limit user access specific to certain programs or assets Solution Customization of user roles for assets (such as landing pages, emails, etc.) or programs is currently unavailable. However, you can control user access by limiting their permissions to specific workspaces, provided that Workspaces are enabled for your Marketo instance. Configure Protocols for Marketo

Summary This article explains why certain Company fields show up on the Person/Lead Object when you do a describe API call to Marketo. Issue When making the Describe call on the Lead object in Marketo (/rest/v1/leads/describe.json), several Company object fields are returned along with the Lead object fields. Environment Marketo REST API Solution This is expected behavior. Users can utilize the Describe Leads call to retrieve a full list of the fields available for interaction via the REST API. Several areas within Marketo treat custom Company fields as though they were on the Person/Lead object. For example if you were doing a Bulk Import, you can target the Company and Person/Lead fields and you have the ability to update Company field values as if you were changing it manually on a Person record in the UI. Root Cause This is expected behavior, due to how the Describe call retrieves all

Summary Building a Smart List or Report for Merge Activities within time frame Issue You're looking to have a Smart List or Report built to gather insights on what merges, if any, took place within your database over a given time frame. Environment Marketo Smart List Reporting/Analytics Database API Solution Marketo doesn't have native capabilities to report on Merge activities that take place within your database, either via Smart List filters or within the Analytics section of Marketo. This is due to the activity type surrounding the merging of leads, Merge Leads, not being an attribute available for filters or reporting. The only way to go about getting a sort of list or report of the various merges that took place is to utilize the self-service Bulk Activity API endpoint and filter/specify the desired timeframe that you're wanting to look at. Please partner/consult with your Developer to go about building the job necessary to accommodate this. Below are two resources available on our Marketo Developer site to assist and offer guidance as needed. Resource(s): Bulk Activity Extract documentation Bulk Activity Extract endpoint reference(s) Root Cause Marketo doesn't offer the ability to filter off the Activity Type of Merge Leads.

Summary If you're using the Bulk Custom Object Import API to push records to a Marketo custom object (and you're importing separate files that have duplicates across the files) -- the records will not be deduped on the custom object if multiple imports are pushed at the same time. Issue If you are using a Bulk Custom Object Import API third party service to push records to a custom object (and multiple files, containing duplicates across those files are being imported to the Marketo custom object in a similar time window) -- the records will not be deduped on the custom object, even if the dedupe field value is matched. This is because two concurrent imports can be processed at the same time if they are pushed close together. More information can be found here. "A maximum of 2 jobs are processed at the same time. A maximum of 10 jobs are allowed in the queue at any given time (including the 2 currently being processed)." Solution In this scenario, the third-party App/API service provider that is making the bulk import calls must be consulted to ensure that separate files containing duplicate records aren't being imported to a Custom Object at the same time (or close together times). Once the calls are spaced out adequately so there aren't concurrent imports running containing duplicate records in separate import files, the custom object will dedupe as expected based on the designated dedupe fields. More on dedupe fields can be found here: "Dedupe fields can be used to retrieve, update, or delete custom objects. Every custom object definition must contain at least one (and no more than three) dedupe fields." In Summary, while Marketo does deduplicate on custom object records at import based on the dedupe field(s), it cannot dedupe when concurrent imports are being processed at the same time with duplicates in the separate files (for example: file 1 has dupe A while file 2 has dupe B). If all the duplicates are in the same file, however, Marketo can dedupe within that file as its imported to the custom object. Root Cause Concurrent Custom Object imports running at the same time: when this occurs, the two files being imported concurrently don't have time to check against each other to dedupe based on the configured dedupe field.

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

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

Why Do I See Workspace Partition While Selecting Munchkin?

What to Expect if Your Language Preference Differs from the Default

Two SFDC Picklist Fields Mapped to One Marketo Field Aren’t Showing All Picklist Values in Marketo

How to Find Your Munchkin ID for a Marketo Instance

Deleting Marketo Custom Object Record Data

Common SPF Errors and Fixes

Changing Landing Page and Tracking Link Domain

Can We Customize User Roles Specific to Certain Programs or Assets?

Company Fields Appear in Lead Object "Describe" API Call

Reporting on Merge Activities

Bulk Custom Object Import API: records not deduping when being added to a custom object

How to Add an Additional Domain for Predictive Content