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FAQs Included in this Article: Overview Are RTP campaign designs responsive Can you see how your RTP campaigns will be displayed on multiple devices Can campaigns be displayed only on one page Can I insert JavaScript to RTP campaigns Can RTP campaigns be blocked by ad blockers or JavaScript blockers Does marketo RTP support animated GIF files Does RTP impact SEO Does RTP support HTML5 How does Any Page in the Target URL field work How does RTP A/B testing work How accurate is RTP's reverse IP geolocation targeting How to use the User Context API segmentation What are the recommended sizes for RTP campaigns What is a conversion in RTP What is the limit of organizations you can target for an RTP campaign What is the limit of names allowed in the 'Organizations' criteria What is the limit of rows exported in an Excel export What is the limit of Zip Codes allowed What is the limit of segments allowed   Overview Segments and campaigns are powerful tools in the Web Personalization platform for targeting groups of potential leads and pushing them relevant content. Segments allow you to target your audience based on demographic fields like organization, location, and lead status, or based on behavioral fields like number of visits, mobile device used, or search terms used. Campaigns use segments to personalize your marketing efforts, allowing you to deliver relevant content to specific segments of your audience. This doc will answer some of the most frequently asked questions about segments and campaigns in RTP. If you would like to first learn the basics of using segments and campaigns, read through this collection of documents that will get you started: Getting Started (RTP)     Are RTP campaign designs responsive Yes. This means that RTP campaigns will work on mobile devices and will adapt to the sizing of mobile websites. Only Dialog and Widget campaigns are affected by screen sizes, as In Zone campaigns behave as embedded parts of the website. There are RTP Mobile Templates for fitting dialog campaigns to all mobile screen sizes.   Furthermore, in the segment editor, you can segment by mobile device type and manually create campaigns that appear differently on different devices.     Can you see how your RTP campaigns will be displayed on multiple devices In the campaign editor, you can use the preview tool to view how an RTP campaign will look. This tool will allow you to change the view settings to preview your campaign on all different kinds of devices with different screen sizes.     Can campaigns be displayed only on one page Yes, this can be done by using the "Include Pages" field in the segment editor        Go to the Segments page and hit the Edit button on the segment associated with your campaign        Use the Include Pages field to enter the specific page that you wish to have the campaign display on        You can also use this field to include any page with a specific keyword in the URL. To do this, use wildcard characters (*) which will match any sequence of characters. For example, "*product*" will match any URL that contains the keyword "product".     Can I insert JavaScript to RTP campaigns The RTP's campaign editor supports any standard and valid HTML, JavaScript, or CSS codes. Invalid codes will be stripped off the campaign's HTML   While using valid HTML, JavaScript, or CSS will work as expected, the use of jQuery can be problematic. Campaigns generally load very fast, especially In Zone campaigns, and they will often load before jQuery even exists on the web page. This can cause error messages in the developer's console or issues loading the campaign. If you need to use jQuery on your page, contact Marketo Support and we can try to come up with a simple workaround. Advanced solutions will need to be developed by a third party developer or the PS (product services?) team.     Can RTP campaigns be blocked by ad blockers or JavaScript blockers Basically, no. For a more in depth answer, please see Web Personalization (RTP) - Can RTP Campaigns Be Blocked by Ad Blockers or JavaScript Blockers     Does marketo RTP support animated GIF files Yes, we do support both static and animated GIF files in RTP campaigns. We do still recommend you preview and test the campaign to assure that the GIF appears as you hoped it would.     Does RTP impact SEO RTP does not affect any SEO performance and in some cases it can even improve SEO ranks due to longer website engagement. Search engines use robots to crawl through the content of web sites, which happens before RTP runs campaigns and personalizes content. This means that content from RTP does not get picked up by the search engines' robots, and will not contribute to a web page's rank. In many cases, RTP will actually improve a web page's SEO rank. Since RTP can increase engagement among a page's visitors, it can improve behavioral metrics like average time on a site, pages per visit, etc.     Does RTP support HTML5 Yes, all campaign types in RTP support HTML5.     How does Any Page in the Target URL field work The "Any Page" option in the target URL means that once the visitor matches the target segment, the campaign will be shown regardless of which page they are on within your web site.     How does RTP A/B testing work A/B testing a campaign consists of deploying slightly different versions of a campaign to test which version performs the best. To learn how to A/B test a campaign, see AB Test Your Web Campaign   The test works by randomly selecting a certain percentage of users to see one version of the campaign, and the rest see the second version. If the campaign is set to be Sticky (you can find this option in the campaign editor, shown below), the visitor will see one version of the campaign for their entire session on your web site. This means if the user is first shown campaign B, they will keep seeing campaign B until the end of their session. In that visitor's next session, they may see either campaign A or B.   If the campaign is not Sticky, the visitor will only be shown the campaign once during their session, whether that be campaign A or B. In their next session, they will again only be shown the campaign once, and again it could be either campaign A or B.     How can RTP recognize the search term When you visit a web page, your browser will keep track of the URL of web page that you were on directly before getting to that page. This is known as the "referral" URL. With the referrer URL, it is relatively simple to extract the search terms.   RTP uses this ability to extract search terms from the referral URL to determine the search terms used and record them in Marketo.   Unfortunately, Google has recently begun to withhold and encrypt much of this data, making it impossible for RTP to extract the search terms in some cases. For now though, you will still be able to get all search terms from other search engines like Yahoo and Bing.     How the RTP industries and organization groups are defined Industries In the segment editor there is an option to target visitors that come from specific industries, including: Agriculture & Mining Business Services Computers & Electronics Consumer Services Defense Education Energy & Utilities Financial Services Government Healthcare, Pharmaceuticals, & Biotech Manufacturing Media & Entertainment Non-Profit Other Read Estate & Construction Retial Software & Internet Telecommunications Transportation & Storage Travel Recreation and Leisure Wholesale & Distribution   Marketo uses advanced machine learning algorithms to determine the industry based on data from _____. Marketo also uses keywords in the organization's name to get a better match for its industry. For example, an organization named "UCSF Medical Center" probably belongs to healthcare just based on the name itself, and "Stanford University" probably belongs in Education.   Organization Groups You can also target visitors in companies of various sizes, or Organization Groups, including: Fortune 500 Fortune 1000 Global 2000 Enterprise SMB   Marketo uses Forbes' annually updated lists to determine companies in the Fortune 500, Fortune 1000, and Global 2000 groups. Enterprise companies are defined as those with more than 1,000 employees and revenue greater than $250 million. SMB companies are all (non-ISP) organizations that are not defined as any of the above.   For more information on segment categories, visit: https://docs.marketo.com/display/public/DOCS/Using+Web+Segments     How accurate is RTP's reverse IP geolocation targeting IP based geo-location targeting has a 95% accuracy rates for country level and around 85% for states. For ISPs (Internet Service Providers) it is less accurate, because they often use different physical proxies and change their routing more often. Over time we follow the changes and update our database continuously.     Is it possible to redirect target visitors to specific pages Please see Web Personalization (RTP) - Redirect Targeted Visitors to Specific Pages     Is it possible to use segmentations from the Lead Database in RTP Currently this is not a feature that RTP supports. However, see this document if you wish to implement a work-around.     Is there a way to restore a deleted campaign There is no way to restore a deleted campaign in RTP. However, if you need to restore a deleted campaign, contact Marketo Support and it can be done if it was recently deleted. Unfortunately even restoring the campaign through Marketo Support will not restore the campaign's performance statistics.     RTP or CMS campaigns - which will win CMS campaigns are generally injected to the web page, meaning it runs before the page loads. RTP, on the other hand, runs as the page is loading. Since RTP campaigns run after CMS campaigns, they will override the CMS campaign and the page will only show the RTP campaign.     How to use the User Context API segmentation The User Context API is a very advanced and technical functionality. All of its documentation can be found here, on the Marketo Developers database.     What are the recommended sizes for RTP campaigns Of course the size of your RTP campaigns is up to your discretion, but here are our recommendations for various types of campaigns: Dialog (Square Pop-up): 250 x 250 pixels Widget (Medium Rectangle): 300 x 250 pixels For more standard sizes: https://en.wikipedia.org/wiki/Web_banner#/media/File:Standard_web_banner_ad_sizes.svg     What does the "Marketo Email Campaign" option mean When creating a segment with the filter "Marketo Email Campaign", the segment will only match visitors that visit your website after clicking an email in the specified campaign.       What happens when a visitor qualifies for more than one campaign When a visitor qualifies to see more than one campaign, depending on the types, you may see multiple campaigns on the page or only one. Below is a table explaining what happens when a visitor qualifies for two campaigns:     When only one campaign is to be shown, the campaign that is displayed is chosen randomly between the two. When a visitor qualifies for two In Zone campaigns with the same Zone ID, the campaign that is displayed is also chosen randomly.     What is a conversion in RTP A direct conversion is a visitor that became a lead after clicking on an RTP campaign. In a summary report, you will see the Direct Lead Conversion Rate, which is simply the percentage of clicks on the ampaign that lead to direct conversions.     What is the limit of organizations you can target for an RTP campaign There are no constraints on the number of organizations included in a campaign.     What is the limit of names allowed in the 'Organizations' criteria The limit is 100 names. It is a best practice to use dynamic lists instead. Dynamic lists will generally perform better because they are designed to index and handle larger lists.   What is the limit of rows exported in an Excel export By default, RTP limits the number of rows in an Excel (CSV) export to 100.  If you need more rows than that, you can increase it by going to User Settings and changing the value for 'Number of Rows in Excel Export.'  The maximum allowed is 10,000 rows     What is the limit of Zip Codes allowed You can enter up to 6,500 zip codes. They must be separated by semicolons (01234;12345; etc.)     What is the limit of segments allowed The segment limit varies: it can be 30, 60, or unlimited depending on your Marketo subscription type. If you have reached your subscription's limit, you will want to clear out segments that are not being used.   If you get an error message saying you've reached your limit, yet you believe your subscription makes you eligible for more segments, contact Marketo Support.
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Included in this article Overview Do you need to create fields in Salesforce and have them connect to specific fields in Marketo like for Lead Score or Acquisition Program? If so, this document will take you right to the instructions on how to get that done! Step by Step Directions for all Salesforce Editions Adding Custom Marketo Fields to Salesforce Video Overview Here's a video tutorial of the entire process that should make it easy to follow along: Salesforce Connector Setup​ Enjoy!
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Included in this article Overview Stopping Send Alerts for Anonymous leads Excluding Anonymous Leads entirely (use with caution) Deleting Lead Partitions Revised 2/19/2016 Added caution on "Lead Was Created" work around Added "Stopping Send Alerts" work around Added "Deleting Lead Partitions" Known issue Revised 2/17/2016 Marked "Lead Was Created" work around as under review 1. Overview The upgrade to anonymous leads is a two—step process. The first part removes the “Is Anonymous” filter and performs all other changes to the Marketo UI as outlined in the Changes Inside Marketo UI documentation here. The second part is the introduction of Munchkin V2. This piece is where the new lead promotion behavior is introduced as outlined in the Munchkin V2 Behavior documentation here. The changes to the Marketo UI removes access to anonymous leads, but they do still exist inside Marketo until the Munchkin V2 piece rolls out later this year. In the meantime between now and then, your smart campaigns will include these anonymous leads even though you won’t be able to access those leads. This can result in things like blank Send Alert emails going out for leads that can’t be accessed. This document will show you how to exclude those anonymous leads pending the Munchkin V2 release. 2. Stopping Send Alerts for Anonymous Leads The biggest problem Support has seen so far is with blank Send Alert emails being sent for anonymous leads that can’t be accessed. There is a very isolated use case when this occurs. The Send Alert flow step sends the email to the Lead Owner or the Account owner, but anonymous leads can’t be synced to SFDC, so the only time anonymous leads could have an Alert email sent is if the flow step is set to send “To Other Emails”. To stop anonymous leads from having the Alert email sent, add a choice to the flow step with the condition that if the Email Address is empty, do nothing. Since anonymous leads won’t have an email address, they will skip the flow step and the problem is resolved. This solution will not require any changes after the Munchkin V2 roll out later this year. Since the campaign replay process on lead promotion does not execute Send Alert flow steps (described in Anonymous Lead Promotion to Known Lead – Munchkin V2 Behavior and Anonymous Lead Upgrades – Under The Hood), that replay process will not be affected. 3. Excluding Anonymous Leads (use with caution) When a lead becomes a known lead, a Lead Was Created activity is logged. If the lead is still anonymous, it will not have this activity in its activity log. Adding the “Lead Was Created” filter in your Smart Lists and Smart Campaigns will stop all anonymous leads from going through the campaign. Adding the filter Remove the Date of Activity constraint in the filter by clicking the X on the right side. This will make the filter look for the activity for all time. With this filter added like this, all leads that qualify will be known leads, and all anonymous leads that still exist will be ruled out. 4. Deleting Lead Partitions Until Munchkin V2 rolls out, anonymous leads still exist in the lead database even though they can’t be accessed. Lead partitions can’t be deleted if there are leads still in them and you’ll get this error: If you receive this error, the first step is to make sure these aren’t known leads. To do this, navigate to Admin > Workspaces & Partitions > Lead Partitions and click the “Show # of Leads” button. This will open up the column where you can view how many known leads are in the partition. Any leads showing up here will be known leads. Use a “Lead Partition” filter in a smart list to identify these leads, then move the leads to a different partition. Once this is done, if you have zero leads showing in the partition but still get the error saying you can’t delete the partition because it has leads, open a case with Marketo Support. The anonymous leads will need to be deleted on the back end by our Engineering team.
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If you ever need to change your CNAME there are a few things you should consider. Old Links In order to ensure that old links sent out via email are not broken, you should: Remove the old CNAME Setup your new primary CNAME Add the old one back in as a domain alias. You can use Add Additional Landing Page CNAMEs for detailed instructions on adding a secondary CNAME. This will allow all old links to still be functional. Cookies Our recommendation is to change the sub-domain so that cookies can be shared. If you change the top level domain itself, the cookies cannot be shared and every lead would have to re-introduce itself to the new domain by either clicking on a link in an email or filling out a form. Same top level domain go.mycompany.com > info.mycompany.com Good! Cookies are shared. Different top level domains go.mycompany.com > go.mynewcompany.com Bad! Cookies are not shared.
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Complete these Marketo Quick Wins from the User Manual (Help Articles) to learn the core features of Marketo! 1. Get Set Up and Add a Lead 2. Send an Email 3. Landing Page with a Form 4. Simple Scoring 5. Email Auto Response 6. Import a List of Leads 7. Drip Drip Nurture 8. Personalize an Email 9. Alert the Sales Rep 10. Update Lead Data To run through some more activity and exercises that are guaranteed to show you more of how to use core functions in Marketo, check out the Learning Exercises from the User Manual for details
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This article explains how to enable tracking if your Google AdWords ad is configured to link to any landing page on your website, which may or may not have a Marketo form on it. The destination landing page converts the URL parameters into cookies. The page with the form has embedded JavaScript code to read the cookies and insert the values to the appropriate hidden form fields. High-level Requirements Create custom PPC fields to capture the PPC information Add those fields as hidden fields to the Marketo form(s); configure the hidden fields to get their value from the URL Parameters Add parameters to your destination links in Google AdWords ads using static values or ValueTrack parameters; you can use the Marketo or Google URL builder to simplify this Decide on an 'original' or 'most recent' PPC source strategy[REQUIRES CODING] Add JavaScript code to convert URL parameters into cookies, on all landing pages you plan on linking the Google Ad to. If your PPC strategy is to capture original PPC source, then the custom PPC fields need to be configured to block field updates. If your PPC strategy is to capture the most recent PPC source, then you can use the default configuration (i.e. fields not blocked from updates). [REQUIRES CODING] Add JavaScript code to convert URL parameters into cookies, on all landing pages you plan on linking the Google Ad to. [REQUIRES CODING] On the form pages, JavaScript code needs to be added to read the cookie and then pass the information to the appropriate PPC hidden field on form submission. Enter PPC program period (monthly) cost information Instructions Create the custom fields in Salesforce.com on both the lead and contact object, making sure they map from lead to contact. The custom fields will sync over to Marketo mapped 2 Salesforce.com fields to 1 Marketo field. For instructions to create Salesforce.com custom fields, please reference Salesforce.com knowledgebase or work with your Salesforce.com Administrator. The custom fields to be created Campaign Source (utm_source) Required. Use utm_source to identify a search engine, newsletter name, or other source. Example: utm_source=google Campaign Medium (utm_medium) Required. Use utm_medium to identify a medium such as email or cost-per-click. Example: utm_medium=cpc Campaign Term (utm_term) Used for paid search. Use utm_term to note the keywords for this ad. Example: utm_term=running+shoes CampaignID (utm_campaign) Used for keyword analysis. Use utm_campaign to identify a specific product promotion or strategic campaign. This can be used to capture the Adwords CampaignID Example: utm_campaign=spring_sale Create a Marketo program (i.e. Google Adwords Program) and use a program channel (i.e. custom 'Google Adwords' channel) with 'convert' as the success progression status.Create a Marketo form with all the above custom fields on the forms as 'hidden fields' and call this 'PPC Form' Make sure you assign the associated period costs for this program on the setup tab. You will need to do this on a monthly basis; this is required if you want to get a 'cost per' anaylsis. Create a Marketo landing page and include the PPC Form on this landing page. Include code to get parameters from cookies Capturing Search Engine and PPC info on Landing Pages https://nation.marketo.com/docs/DOC-1101 For all landing pages you plan on linking your Google Adword to as the 'destination link', you need to include code to convert URL parameters value to cookies Add the key values and parameter tokens to the URL. In the example below, the first URL is the destination URL you want to use, and the second URL includes the URL parameters and associated values/tokens. URL: http://www.mycompany.com/GreatProducts.html Tagged URL:http://www.mycompany.com/GreatProducts.html?utm_source=AdWords&utm_medium=PPC&utm_term={keyword}&utm_content={creative} When configuring your Google Ad, use the tagged URL as the destination link which takes the lead who clicks on the Google Ad to the landing page. The keyword and CampaignID will be passed automatically when the lead clicks through the Google Adwords ad. The Source (Adwords) & medium (PPC) will be passed as the values in the tagged URL Learn more: Google Adwords and Marketo Overview Linking a Google Adwords Ad to a Marketo Landing Page with a Form Google Adwords and Marketo FAQs
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  Note: This document applies to the Marketo Secured Domains for Tracking Links product only.   Every link you include in your Marketo emails will have tracking code automatically appended when sent. For those in highly regulated industries, your company may require that you securely encrypt the Marketo tracking links. Remember that Marketo takes the URLs you place inside of emails and shortens them using the "Branded Tracking Link" domain (this is another CNAME you set up in Marketo under Admin--> Email). These tracking links are how Marketo enables you to track engagement with your emails.   Setting Up Secured Domains for Tracking Links instructions - Setting Up Secured Domains for Tracking Links   Do I need to secure my Tracking Links? If your company (likely IT) has implemented HSTS, you WILL need to secure your tracking links for your recipients' email->web page redirect to function correctly. Additional information on HSTS, including how to check if it's been implemented on your domain can be found here: SSL: The HSTS Policy and Your Marketo Subdomains.   HSTS is a web server directive companies may choose to enforce which forces all subsequent requests for resources on that domain to be loaded through HTTPS. This is most common for those in highly regulated industries, such as financial and healthcare institutions. Please note, enforcing HSTS does not also convert Marketo tracking links in emails to HTTPS - that must be done via Marketo Support.   Other Helpful FAQs What is Marketo Secured Domains for Tracking Links? This secures the tracking link domains (which is what makes the URLs appear as HTTPS instead of HTTP) by providing the SSL certificate for each unique domain. Please note tracking links are NOT the same as your SPF/DKIM domain, which is the domain from which your emails are sent., whereas this is the domain located within your emails that tracks click-throughs.   How many domains can I secure with the Secured Domains for Tracking Links? Technically, there is no limit to the number of tracking link domains a customer may have. The base Secured Domains offering included on all subscriptions covers the cost to secure your first tracking link domain; however, if you need more, you may simply add additional domains to your contract a la carte, so you only pay for what you need (in contrast to the previous bundled offering). Contact your Marketo Customer Success Manager for more information.   How is the Secured Domains for Tracking Links product different than the Secured Page Services, SSL for Tracking Links service? Unlike the legacy SSL-only service, Secured Domains not only generates and auto-renews all certificates needed for securing your domains, but provides an exponential layer to what 'secured' entails - it's not just an SSL certificate anymore. For a full explanation of Marketo's Secured Domains offering, and how it differs from just the SSL certificate, please see this Nation Post or check out this Marketo Blog Post about cyber-security and marketing.   What setup/configuration is required before securing my Marketo Tracking Links? You must configure (brand) your CNAMES for Email Tracking links. More information here: Brand Your Tracking Links   Can I secure my tracking links without securing my Marketo landing pages? Technically? Sure. But while secured tracking links have yet to be enforced by email clients, secured landing pages have been enforced by browsers since 2018, which is why we include both in our base bundle. The general public is far more likely to not stick around or enter personal data on an unsecured landing page than they are to not click an unsecured tracking link.   Do I need to provide a TLS/SSL Certificate? No. Secured Domains moves 100% of the SSL ownership to Marketo - all aspects of procuring, managing and renewing certificates is done automatically without human interaction. In fact, we only allow customer-provided certificates on an exception-only basis, OR if you require an Extended Validation (EV) type certificate.   What Certificate Authority issues the certificate(s) for the Marketo’s Secured Domains for Landing Pages product? The certificates are authored by DigiCert.   What type of certificate is provided? We produce a pack of two certificates; The primary certificate uses a P-256 key, is SHA-2/ECDSA signed, and will be presented to browsers that support elliptic curve cryptography (ECC). The secondary or fallback certificate uses an RSA 2048-bit key, is SHA-2/RSA signed, and will be presented to browsers that do not support ECC.   Will my domains be on a shared SSL certificate with other companies? As part of our Secured Domains products, each of your fully qualified domain names will get its own certificate. That means you will not be on a shared certificate with other companies.   Can I provide my own SSL certificate(s) to secure my domains? Not unless it's an Extended Validation (EV) type certificate. Marketo can only automatically renew the certificates we generate to secure your domains.   Are security headers applied to my tracking link domain? Security headers are applied to tracked links in emails that are sent to your leads. The tracking link domain itself (e.g. https://click.example.com) will not return all security headers. The subdomain itself does not host content and is not intended to be browsed. Marketo Support will not respond to security scans performed on the tracking link domain itself.
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Using the Marketo SOAP API, you can check whether or not your website visitors have filled out a form and present them content accordingly. The following code below is unsupported and is intended to help you develop your own solution. In the resources section of the Marketo website, we use this method for our premium content. For leads who have already registered, their links go directly to the resource. Leads who haven't registered are given links to a landing page. In both cases, the link appears the same. Behind the scenes, a cookie is used to store whether or not this lead has registered: If the user has the premium registration cookie, the premium links are shown. If the user does not have that cookie, the lead's record is retrieved via the SOAP API. Based on the lead's record: If the lead has a valid email address, the premium content links are shown and the premium registration cookie is set. If not, the premium content links are not shown. Instead, they take leads to a landing page to fill out a form. First, you'll need to develop a SOAP API connection to Marketo. The attached ZIP file has a sample connection PHP file. You'll need to make the following changes in this file: ... $this->access_key = 'Your API Access Key Goes Here'; $this->secret_key = 'Your Secret API Key Goes Here'; // // The endpoint is in the "SOAP API Setup" page in the Marketo Admin section // ex. $soap_end_point = 'https://xx-1.marketo.com/soap/mktows/'; // $soap_end_point = 'Your SOAP API End Point URL Goes Here'; // // Errors are sent to this email address. Your web server // must be configured to send email for this to work correctly. // // ex. $this->error_email_address = 'example@example.com'; // $this->error_email_address = 'Put your debug email address here'; ... After creating your SOAP API connection, the next step is to implement the logic that determines which content to show if the user is logged in or not. The get_premium_url_status() function returns true if the lead has the premium cookie or if they've filled out a form. Otherwise, it returns false. You can use that result to determine what content the lead should see. The attached ZIP file has a PHP file that contains an example of this check.
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If you sent an email from the Lead Database (as a Single Flow Action), as part of a campaign, or as a test email but didn't receive it, here are some tips. Check the "From:" address When sending a test message, make sure to check the "From:" address setting on your message. To do this, go to the Email Settings tab of the email editor. In the "From:" field, make sure that you either have a single valid email address, or a valid email address as the default. Many people want to send their messages from the lead owner. When you use the send test feature, the email address you are sending to doesn't have a full lead record, and so it doesn't have a lead owner. Since Marketo cannot send an email with no "From:" address, test messages without a valid email address in the "From:" field will not send. Send as a Lead If you have verified that the email had a valid From: address and you still aren't getting it, make sure to create yourself as a lead and send using a flow action. See if the mail was sent If you sent the email as part of a campaign or Single Flow Action, check the campaign's Results tab or your lead detail page to see if that mail was already sent to you. If it hasn't been sent yet, try waiting a little while longer. Check your Junk Mail In your email client, check your Junk Mail or Spam folder to see if the mail landed there. If it did, you should change the content of your email. Check your corporate spam filter Your corporate mail server may have blocked emails from Marketo; you should contact your IT department to see if this is the case. Please see our instructions for whitelisting Marketo's email servers: Add Marketo to Your Corporate Email Whitelist​ Try sending to a different recipient If you sent the original mail to your corporate account, try sending to a personal account on Yahoo or Gmail. If you sent it to a personal account, try your corporate mail account.  Use Marketo's Email Deliverability product The Email Deliverability PowerPack, with Design Informant and Inbox Informant, can warn you when your mail is being rejected because of its content and help you identify junk mail pitfalls. Also, using Domain Keys and SPF improve the chances of your email landing in your leads' inboxes. Contact Marketo If you still can't figure out what happened contact Marketo to see if we can help.
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Included in this article   Overview Sync Filters for Existing SFDC Integrations Sync Filters for New SFDC Integrations Overview It is often necessary to prevent specific leads from syncing between Marketo and SFDC. There are a few different ways this can be done, such as sharing rules on the SFDC side, but the most effective way is through a Marketo Custom Sync Filter.   A Custom Sync Filter uses a custom field to mark each lead record to indicate whether that lead is allowed to sync between Marketo and SFDC. Here’s how to get it set up!     Sync Filters for Existing SFDC Integrations   If you already have an SFDC integration in place but want to stop some already-synced leads from continuing to sync, this section will show you how to make that change.   1. Create a new custom field in Salesforce. The Marketo bi-directional sync will automatically identify the new custom field and map it between Marketo and Salesforce. The best field type to use is a Checkbox field within Salesforce and the field will need to be created on the Salesforce Object that needs to be filtered (i.e. Lead, Contact, or both). Once the field has been created in Marketo by the bi-directional sync, it will be listed under Admin > Field Management.   Note: A Custom Sync Filter field can also be created on the Account object to dictate whether an account is allowed to sync. This sync filter will be applied independently from the Lead/Contact sync filter.   2. Update the records in Salesforce with the corresponding value you need to indicate whether the record should sync or not. Sync filters can be set up in two ways—a True/Checked value can indicate that a record is allowed to sync, or a True/Checked value could indicate that a record is not allowed to sync. This choice is up to you.   3. The Custom Sync Filter can now be implemented. Contact Marketo Support and request a Custom Sync Filter be activated. Be sure you include the custom field name, which configuration you need (checked=sync vs checked=don’t sync), and all records have been populated with the correct values. Once it has been applied, you’re all done!     Sync Filters for New SFDC Integrations   If you are setting up a new SFDC integration with Marketo, you can set up the sync filter as part of the integration process. This will let you designate which leads and contacts are ever allowed to sync, but this must be done in the middle of the initial SFDC sync process.   1. Create a new custom field in SFDC. The best field type to use is a Checkbox field, and you’ll need to set it up with the same name on both the Lead and Contact objects. Note: A Custom Sync Filter field can also be created on the Account before the initial sync, and it will be applied in the same way.   2. Update the records in Salesforce with the corresponding value you need to indicate whether the record should sync or not. Sync filters can be set up in two ways—a True/Checked value can indicate that a record is allowed to sync, or a True/Checked value could indicate that a record is not allowed to sync. This choice is up to you.   3. Begin your Salesforce Sync Setup but do not finish it. There are two sets of Salesforce Sync installations, one for Enterprise/Unlimited Edition and the other for Professional Edition. For both Enterprise/Unlimited and Professional Edition versions, three documents correspond to the three different steps: “Step 1 of 3”, “Step 2 of 3,” and “Step 3 of 3”. For both versions, complete all steps of “Step 1 of 3” and “Step 2 of 3”. When you get to “Step 3 of 3”, you will only do the first half of the steps and then stop. Complete the sections “Retrieve Sync User Security Token” and “Set Sync User Credentials,” and then stop there. Do not proceed to start the sync.   4. This is when the sync filter needs to be implemented. Contact Marketo Support and request a Custom Sync Filter be activated. Be sure to include the custom field name, which configuration you need (checked=sync vs checked=don’t sync), and note that all records have been populated with the correct values. Once it has been applied and the Marketo Support case is resolved, you’re done and can start your initial SDFC sync!
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Issue This describes the difference in how filter logic applies to triggers and filters in a Smart Campaign Smart List. Solution Issue Resolution You can view the video on this here. Filter logic in a Smart List only applies to filters (the green criteria) and not triggers (the orange criteria.) If you have multiple triggers in a Smart Campaign, they will always operate on ANY/OR logic, which is to say, only one of the triggers needs to fire in order for the Smart Campaign to run. The filter logic you select, whether it is AND, ANY, or Advanced, will be used to further filter the leads after the trigger has fired.
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Issue You receive an error "Salesforce Sync Error: Daily API Limit Reached" or "TotalRequests Limit Exceeded" Solution The API limit for Salesforce is determined by your Salesforce agreement.  The Marketo sync bundles updates to minimize API calls, but depending on the amount of data you need to sync and your Salesforce API limit, you may encounter this error.  To minimize the number of API calls made to Salesforce by your Marketo instance, try the following: Avoid "Sync to SFDC" flow steps.  These require one API call per lead. Use the Marketo Program to SFDC Campaign sync to add people to SFDC Campaigns Use Salesforce assignment rules to route leads and contacts rather than using Marketo to update lead ownership   To see your Salesforce API limit (per 24 hour period) and your current usage (for past 24 hours) in SFDC, Navigate to: Setup > Administration Setup > Company Profile > Company Information Look for the field called "API Requests, Last 24 Hours" This will display API usage for the past 24-hour period as well as your current 24-hour limit (in parenthesis).   Who This Solution Applies To Customers integrated with Salesforce    
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Issue You would like to include the subject lines of your emails in your email performance reporting     Solution In the Email Performance report in Analytics, you cannot not add the subject line to the report. However if your instance has access to Revenue Explorer then you can create a report that includes subject line. Within Revenue Explorer create a new Email Analysis report. Email Subject is listed under Email Attributes, you can either include Email Subject as either a row or a column.  https://docs.marketo.com/display/public/DOCS/Email+Analysis   Who This Solution Applies To Customers with Revenue Explorer    
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Issue Description You wish to use all features of Revenue Explorer reporting and need to set up your instance to pass the necessary information to RCE Issue Resolution In order to use all the features of Revenue Explorer, the following tasks should be completed. Each one notes the report type it applies to. 1.) Set relevant Channel Tags Analytics Behavior as 'Inclusive (regardless of Period Cost)' (all RCE analysis areas) 2.) Review and establish appropriate statuses and successes for relevant Channel Tags (Opportunity Analysis; Program Membership Analysis; Program Opportunity Analysis; Program Cost Analysis) 3.) Ensure that the appropriate statuses are being set within the Marketing Programs' smart campaign flow. In other words, based on certain actions, changing the assigned program statuses to leads in some unified manner to ensure Success statuses are set for programs of the same Program Tag/Channel Tag. (Opportunity Analysis; Program Membership Analysis; Program Opportunity Analysis; Program Cost Analysis) 4.) Assign Program Tags to programs to ensure accurate data in reporting. You can even assign past programs with current Tags, and the data will be made available to Revenue Explorer (bearing in mind the 24 hour sync delay of data) (Email Analysis; Program Membership Analysis; Program Cost Analysis; Program Opportunity Analysis; Program Revenue Stage Analysis) 5.)Assign Period Costs to Marketing Programs based on the cost it takes to run the program. (Program Cost Analysis; Program Revenue Stage Analysis; Program Opportunity Analysis) 6.) Build a Revenue Cycle Model that reflects the flow of your business - http://docs.marketo.com/display/public/DOCS/Revenue+Cycle+Models (Model Performance Analysis (Companies); Model Performance Analysis (Leads); Program Revenue Stage Analysis) Complete the steps that apply to the types of reporting you are interested in. For example, if you would be interested in using Program Cost Analysis, then you would want to complete steps:1, 2, 3, 4, and 5 to get the full capabilities from the tool. If you were interested in Program Membership Analysis, you would complete steps: 1, 2, 3, and 4. Who This Solution Applies To Customers with Revenue Explorer Is this article helpful ? YesNo
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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.
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Overview It can be difficult sometimes to know how many trigger campaigns you have running or where they’re located. Marketo can show you where they all are inside of the Campaign Inspector. This article will show you where to find Campaign Inspector and what to look for when you’re going through it. Turning on Campaign Inspector Campaign Inspector isn’t enabled in all Marketo instances by default, but it can be switched on pretty quickly. To turn on Campaign Inspector: 1. Log in to your Marketo instance. 2. Click on the Admin link at the top of the window. 3. Click on Treasure Chest. 4. On the Campaign Inspector section, click EDIT. 5. In the dialog window that appears, check the Enabled box and click the Save button. If you have trouble turning on Campaign Inspector, please Contact Marketo Support Finding Campaign Inspector The Campaign Inspector is a tab located inside of Marketing Activities. Once it’s enabled, you will find it right next to the Marketing Activities tab. What does Campaign Inspector show? The Campaign Inspector will show you the active trigger campaigns or recurring batch campaigns that you have in your Marketo instance. As you can see, the details can be sorted by Campaign Type, Campaign Name, Triggers Used, Activity Filters, Flow Actions used, and the date it was last modified. Searching for specific campaigns At the bottom of the window, there is a search field where you can search for specific campaigns. For example, in the screenshot above, you’ll see an operational campaign with triggers listening for emails that have bounced. If you search for the word “bounce” in the quick find, these campaigns will pop right up! Makes it really handy when you have large numbers of campaigns running! Exporting the results One of the great benefits of Campaign Inspector is that it has the ability to export results! Just click the export button at the bottom on the toolbar and you’ll get the spreadsheet downloaded.
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Issue Description A sent email bounced with reason "550 [internal] [oob] The recipient is invalid" but you are sure the email address is valid Issue Resolution Regarding the "550 [internal] [oob] The recipient is invalid" these are bounces, but the informative part here is the "oob" piece of the message. This indicates that the bounce message was "Out Of Bounds", meaning that the recipient mail server first said that it would accept the email, but then afterwards bounced it. If you look at the lead records that are giving these messages, you'll see that there will be an "Email Delivered" activity right before this bounce message, which is what makes it "Out Of Bounds" since it's reporting that it both delivered it and then also that it bounced it. This happens a lot but there isn't really any way Marketo can control it as it's entirely up to the recipient mail server. Marketo records the "delivered" or "bounced" messages back whenever they come in, but recognizes when it's gotten both that it's unusual behavior, which is why it appends that "[oob]" piece into the message. Many times this happens when a recipient mail server accepts the emails through a main server, then dumps them over to a secondary server. The first one that takes in the email gives back the "Email Delivered" message. Then, the secondary server evaluates each email based off of spam filters and against known email addresses in their system. If they've got invalid email addresses or are filtered out as spam, they'll then be bounced, causing the bounced message after the delivered message. If you want to track your bounces so that you don't continue to have problems, try this doc here: Maintaining a Directory of Leads Bouncing Emails To provide more evidence- you can run through the emails through online email verification tools it test them. Some examples of online email verification tools are http://mailtester.com/testmail.php https://www.verifyemailaddress.org/ https://hunter.io/email-verifier/ You can manually change the value of the “Email Invalid” field and try communicating with the lead again if necessary.
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Image: Step Flow for Predictive Content for Web and Email What is Auto Content Discovery? This post explains the first part of the flow image above: discovering, mapping, and tracking your content assets. Content Discovery is used in the Predictive Content app to auto-discover all the content assets (videos, pdfs, blog posts, press releases, white papers, etc.) on a website/domain. Once discovered, you can see how your content is performing and decide which pieces of content should be prepared, approved, and enabled for the Predictive Content outcomes on web (either in the recommendation bar or rich media) and email.   Setting up Predictive Content and Content Discovery See Set Up Docs: http://docs.marketo.com/display/public/DOCS/Getting+Started+with+Predictive+Content Steps RTP Javascript tag is installed on all your web pages (Note: RTP is now called Web Personalization) Set Asset Discovery to On Asset Discovery auto-discovers extensions (PDFs, PPT, MP4, OFF, WEBM) and a click/view on embedded videos (Youtube, Vimeo, Wistia) Create URL Patterns Setting URL patterns auto-discovers content when a web visitor clicks on the HTML web page relevant to the content pattern. The URL syntax pattern determines your ability to use this feature optimally (e.g., to create a pattern for press releases, your press releases should all be stored on a page identified as www.yoursite.com/press-releases/*). How is content auto-discovered? The content discovery technology uses an event listener that runs on every web page (where the RTP Javascript tag is installed) and waits for a web visitor to click on a URL link or arrive directly on that web page in a browser. If that link includes an extension (PDF, ppt, embedded video) or matches the URL pattern defined, then it will be discovered and added to the All Content page in the Predictive Content app.   Only content pieces that a web visitor interacted with (clicked on or viewed) once the RTP Javascript tag has been installed are discovered via Content Discovery. If the content is already discovered, it will add to the tracking and views of those discovered pieces. You can also manually add new content to be listed and tracked in the All Content page.   Image: All Content Page in the Predictive Content app displaying and tracking all discovered content What data is discovered? Visitor Data (Used for Analytics + Predictive Algorithm) Pages Viewed  - number of page views by the user in the session Visit Count for Web Visitor Last Content URL Seen Last 5 Content Assets clicked via Predictive Content that this visitor has seen in the last 90 days Last Web Campaigns Seen - 10 last campaigns per session (within the last 5 sessions) Inferred Organization Inferred, Industry, Size, Revenue Inferred Country, State, City Search Term   Content Data  Extensions Video (Youtube, Vimeo, Wistia) Video Name Video URL Video Image URL PDF PDF Name PDF URL   URL Patterns (HTML pages) Found via metadata of the HTML page Content Name Content URL Content Image URL Content Description What data is auto-populated during the auto-discovery phase? Based on the content data we discover, the aim is to populate as much of the Predictive Content as possible, making it quicker, easier and involves less prep work for you. However, you still need to review the discovered content and then approve and enable it for the Predictive Source (Email, Rich Media, Recommendation Bar). Assuming we discover an HTML page defined in URL patterns, this HTML content piece will be populated in the following fields in Predictive Content:   Predictive Content Fields Auto-Populated Value Notes Content Name (Content Name) Unique Value Content URL (Content URL) The URL is consistent for all sources (email, bar, rich media) Categories Video OR Category Name from URL Pattern If Video is discovered, the category is populated as Video. Category populated from defined URL Pattern. e.g., Marketo.com/blog = Blog all discovered content based on this URL would receive Blog as a category Category is consistent for all sources (email, bar, rich media) Content Title (Content Name)   Email Title (Content Name)   Email URL (Content URL)   Email Image URL (Content Image URL)   Email Button Label Read More Not Auto-populated. Default is "Read More." Rich Media Title (Content Name)   Rich Media URL (Content URL)   Rich Media Image URL (Content Image URL)   Rich Media Description (Content Description)   Bar Title (Content Name)   Bar URL (Content URL)       Image: Example of Populating Metadata for HTML content into Predictive Content
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Included in this article   Overview Troubleshooting To Try http:// and https:// No Munchkin Tracking Code on Web Page No Visitors to the Web Page Yet Tips for Triggers and Filters Selectors Overview Have you ever tried to enter a web page into a Visits Web Page trigger or filter and gotten an unexplained red squiggly line? It looks like the one you get in Microsoft Word when you have a spelling error.     You hover your mouse over it and it says "Invalid URL" even though you know that the web page is a good one. This can be a frustrating one, but here are a few things to look for to troubleshoot this problem.     Troubleshooting To Try There are a few different reasons why this could happen. You could have an error in the formatting of the URL entered, you could have a page that isn't being tracked or hasn't had any visitors. Here's what to check for.     http:// and https:// Using http:// or https:// in the beginning of the URL can cause the red line to appear. Check if you have it in the URL. If yes, remove it and the red line should disappear.         No Munchkin Tracking Code on Web Page If the web page you're entering doesn't have the Munchkin tracking code on it yet, there's no way for Marketo to "see" the page at all. Make sure the Munchkin code is on the page and is actively tracking as it should be. For more details, check out Add Munchkin Tracking Code to Your Website - Marketo Docs - Product Docs     No Visitors to the Web Page Yet Another cause for the red squiggly line to appear is if there have been no visitors tracked by munchkin on the targeted page. Filters look through lead record activity logs for the activity they're looking for. If the filter is searching for leads that have visited a particular web page but no leads have logged that activity yet, the filter can read this as an invalid URL, similar to if there were no Munchkin code on the page. Check the page for visits. Make sure you have a munchkin installed on the page you are requesting. Create a test lead and visit the targeted page.     Tips for Triggers and Filters Here are a couple of things that may help when using these filters and triggers.   Selectors   "Is" Selector In Triggers and Filters, if you use the selector "Is", (as in "the web page IS xyz.123.com") then the results returned will only be those from an exact URL match. If you want to also find results for the page xyz.123.com/sales, they won't be returned when using the "is" selector.     NOTE: The "is" selector will return results in filters much faster since it is only looking for exact matches.     "Contains" Selector If you use the selector of "contains", (as in "the web page contains xyz.123.com"), then this would return results for all pages that have xyz.123.com. Therefore, xyz.123.com/sales would match. The page xyz.123.com/products would match. All variations of that site xyz.123.com would match up.     NOTE: The "contains" selector in filters will take a little longer to process because it has to evaluate the entire URL string in every web page visited to identify whether there's a match for the value anywhere within the URL. It's not extremely long of a delay, but you may notice a little slowness.
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Question: Will the munchkin tracking code work on different sites? For example, my company has 2 domains DomainA.com DomainB.com. DomainB.com is a separate site for our blog. Will the munchkin code work on the 2nd site? I want to incorporate the 2nd site into my lead scoring measures. Answer: Munchkin CAN pass domains, however what it can not do is bring across information. Thus, if you have a domain of A, when a known lead passes out of domain A and into domain B, its activity will be tracked, however, it will be tracked anonymously. In addition, there will be no way to link the activity of a known lead in Domain A to the anonymous lead in Domain B, even though they're the same lead. The next step to tie the activity to one lead would be to do one or more of the following: Manually merge the separate anonymous leads Nurture the lead under each domain, send emails with tracked links to each domain, the activity will be tied together under that lead and automatically merged.  
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