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Option 1 – “Batch API” The Batch API solution allows you to extract multiple activity types (listed here ) over a long interval at your discretion. Each API call returns one page of data and the following. The first call requires ...
Static List Import Checklist and Guide First timer when it comes to List Imports, or just need a refresher? This is a step by step guide with best practices on List Imports, from the list cleaning process through full import. Bef...
Program Imports: How it works You can use Marketo Engage to import programs from one instance to another. Perhaps you built something in your sandbox and want to move it to your production instance or you are undergoing a Marketo ...
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Scoring is often an underutilized feature in Marketo. To get your creative juices flowing on how you can use scoring in Marketo to solve for non-traditional needs, I’ve listed three examples that have been implemented and worked s...
Marketo Program Setup for a Zapier/Marketo/Eventbrite Integration along with a few tips.Eventbrite Event SetupCreate an event in EventbriteNote the Eventbrite Event IDYou can find the ID in the URLThe ID will be used to setup your...
Steps I used to create a Zap in Zapier for a Marketo / Eventbrite integration along with a few tips.Eventbrite Event SetupBefore you create your first Zap you should create your event in Eventbrite.Create a Zap Triggered Based on ...
Here are the steps I used to setup an integration using Zapier between Marketo and Eventbrite along with a few tips.BTW, thanks to Megan Truett for her instructions.Marketo Eventbrite ID Field SetupYou only need to setup the follo...
This is somewhat of an odd example to post, since there's a Gravity forms integration with Marketo. But, since it's SOAP API-based, I'm pushing my clients to move away from those integrations and use some of the newer APIs. I thou...
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I find there’s often confusion around how the Content Recommendation Engine (CRE) functions when clients have the CRE turned on for multiple domains managed under one instance of Web Personalization (RTP). You can read a product d...
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In a flow step, you can add a choice “Program Status is” or “Program Status is not”. When you look at the dropdown options, you will only see program statuses that apply to the program the smart campaign lives within. For example,...
In Marketo, there are often multiple ways of designing the same program using one or more smart campaigns, particularly when it comes to nurture. Not all ways of doing things are equal from a performance/efficiency standpoint. I r...
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What's a control group?A control group is established in order to facilitate tracking the impact of a marketing campaign. It is executed by selecting a random sample from the target audience and excluding them from the marketing t...
During an integration with SFDC there are some fields from SFDC which will automatically appear in Marketo which aren't part of the SFDC object visibility rules. (Check out this article for a list of fields). Two of the fields (Em...
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What is a period cost?Period cost is a Marketo term that refers to the amount spent on a program. This amount is defined by the Marketo user in the Setup tab of a specific program. Information on how to add the period cost can be ...
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The landing page performance report in the analytics area of Marketo is helpful for reporting on the following information:Marketo landing page nameTotal ViewsConversionsConversion rateNew namesFirst/Last ActivityExampleSome of th...
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Here are some tips on using the Change Owner flow step when you are integrated to SFDC:A record must be synced to SFDCLeads can be changed to Users or QueuesContacts can be changed to UsersContacts cannot be owned by a Lead Queue....
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Here is a summary of which triggers can be used across workspaces.Any of the Email triggers since “Contains” is availableClicks Link in EmailEmail BouncesEmail Bounces SoftEmail is DeliveredOpens EmailReceived Forward to Friend Em...
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It is easy to get confused by all the different smart list operators when you use a date field in a smart list. Here is a summary of the operators and how to use them. The follower operators are based on using a date field and not...
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At the heart of your social media activities is the desire to both engage with your audience and to capture data. Whether you are using Marketo Social Apps or creating custom audiences and Lead Ads in Facebook (or both!), it's imp...
Determining which Lead/Contact/Account Object fields to Sync with MarketoOne of the most important items in the SFDC integration set-up process is determining which SFDC fields to sync with Marketo for the Lead, Contact and Accoun...
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Today's marketing is about effective story telling. And with the viral nature of digital marketing, top of the list when it comes to getting your story out there is the use of video content. If you still haven't included video as ...
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Here is how you can send a post-birthday messages to a person. The following example uses the Date of Birth field which is automatically created when a new Marketo instance is created. It is automatically mapped to the SFDC Contac...
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Got pesky scroll bars in your Dialog Web Personalization campaigns? Let's look at how easy it is to get rid of them...In the Dialog Campaign interface you have options to setup the dialog box size, or you can make it even simpler ...
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Here are the instructions to send a Birthday Message. In this example, I am using the Date of Birth field which is automatically created when a new Marketo instance is created. It is automatically mapped to the SFDC Contact Birthd...
You can use block field updates to keep Marketo from overwriting or updating key information. It is not possible to make a Marketo field which is editable read only. You can only block field updates to the field. I recommending bl...
Whether you are new to Marketo or have been using it for years here is a list of of the resources for learning more about the Marketo integration with SFDC.Initial SFDC Sync Best practices for determining which fields to sync betw...
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Besides being used to prioritize leads, a score field can be used to track how many times something has happened. For example, when I first started using Marketo I used a score field to track the number of marketing emails I sent ...
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When you are implementing In Zone Web Personalization campaigns you may need to wait on final creative but still want to get as much work done as possible as you are driving towards your implementation deadline. What to do?Provide...
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If you need to create a date field to track something a datetime field you will have more token options to populate the field including the following options:{{system.dateTime}}{{lead.Created At}}{{lead.SFDC Created Date}}{{lead.A...
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One of the cool new features of the Winter Release was the introduction of Triggers and Filters for Web Personalization (RTP) Calls to Action and Recommendations.Besides all the cool things triggers already allow you to do (e.g. s...