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In 2021, Marketo Engage will be making changes to the URL structure for Landing Pages, Forms, and Images & Files assets.   Why is this change being made? Technical Details Landing Pages Images & Files Forms What customer action is required?   When is this change being made? Starting January 21, 2021, we will begin gradually provisioning new Marketo Engage subscriptions with the new URL structure. On March 5, 2021, all new Marketo Engage subscriptions will be provisioned with the new URL structure in place.   For existing Marketo Engage subscriptions, we will begin gradually rolling this change out beginning April 1, 2021. More details on our rollout timeline will be released in March, 2021.   Why is this change being made? When a Marketo Engage subscription is not configured with a branded CNAME, Design Studio assets use a common hostname shared among all customers on the same pod. This behavior can be exploited in a phishing attack where a user cannot be sure a link to a Marketo Engage hosted asset belongs to the business they expect it to belong to. By updating each instance to use its own unique hostname, it is clearer to users the destination of URLs they are accessing.   Technical Details Landing Pages, Form embed code, and resources stored in Images & Files will have URLs updated from a hostname shared among all subscriptions on the pod to a hostname unique to each Marketo Engage subscription. Subscriptions configured to use a custom CNAME for their landing pages will be minimally affected by this change.   Landing Pages Subscriptions without a configured landing page domain Landing page paths will change to a unique hostname for your subscription. Before: http://na-sj01.marketo.com/lp/123-ABC-456/unsubscribePage.html After: http://123-ABC-456.mktoweb.com/lp/123-ABC-456/unsubscribePage.html   Subscriptions with a configured landing page domain Landing pages will continue to load from your configured landing page domain. No changes will be made. Before: http://example.marketo.com/unsubscribePage.html After: http://example.marketo.com/unsubscribePage.html   Images & Files Subscriptions without a configured landing page domain Paths to resources stored in Images & Files will change to a unique hostname for your subscription. Before: http://na-sj01.marketo.com/rs/123-ABC-456/images/cuteKitten.png After: http://123-ABC-456.mktoweb.com/rs/123-ABC-456/images/cuteKitten.png   Subscriptions with a configured landing page domain Resources stored in Images & Files will continue to load from your configured landing page domain. No changes will be made. Before: http://example.marketo.com/rs/123-ABC-456/images/cuteKitten.png After: http://example.marketo.com/rs/123-ABC-456/images/cuteKitten.png   Forms Subscriptions without a configured landing page domain OR subscriptions without landing pages secured by SSL Before:     <script src="//app-sj01.marketo.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//app-sj01.marketo.com", "123-ABC-456", 1);</script>     After:     <script src="//123-ABC-456.mktoweb.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//123-ABC-456.mktoweb.com", "123-ABC-456", 1);</script>       Subscriptions with a configured landing page domain secured by SSL In our October 2020 release, we updated our form embed code to load from the landing page domain when it is secured by SSL. No further changes will be made. Before:     <script src="//example.marketo.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//example.marketo.com", "123-ABC-456", 1);</script>     After:     <script src="//example.marketo.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//example.marketo.com", "123-ABC-456", 1);</script>       What customer action is required? Marketo Engage subscriptions provisioned after March 5, 2021 will have the new URL structure already in place for all Design Studio assets. Existing Marketo Engage subscriptions will be migrated in a staggered rollout to the new URL structure during nightly maintenance cycles. There will be no downtime, but landing pages may experience a short period of degraded performance during migration. Existing URLs and references will continue to work after the migration to the new URL structure. However, in 2022, we will deprecate the old URLs structure in use today. More details on our deprecation timeline will be provided in March 2021.   To begin preparing for this change, we suggest doing the following: Configure your Landing Page URLs with a CNAME https://docs.marketo.com/display/public/DOCS/Customize+Your+Landing+Page+URLs+with+a+CNAME Secure your Landing Pages with SSL https://docs.marketo.com/display/public/DOCS/Add+SSL+to+Your+Landing+Pages Begin updating pages where you embed Marketo Engage forms with the new embed code introduced in our October 2020 release (requires secured landing pages) Begin an audit of where you reference Design Studio assets on the web. This will help you begin a plan to update any existing references to our older URL structure before we begin deprecation in 2022.
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What’s changing? In our May 7, 2021 release, Marketo Engage will be making changes to our form platform to protect the stability and security of our infrastructure:   Forms 1.0 will be fully deprecated, resulting in loss of functionality of any remaining Forms 1.0 assets still in use. Marketo Engage will begin rejecting form submissions made through unsupported methods, such as programmatic form POSTs to the leadCapture/save and leadCapture/save2 endpoints.   Why is this change being made? On August 1, 2017, Marketo Engage deprecated the Forms 1.0 editor, removing the ability to create or edit Forms 1.0 assets. This change will complete our end of life efforts for Forms 1.0.   In addition, we have found that our Form endpoints “leadCapture/save” and “leadCapture/save2” are common targets for bot attacks. To protect the stability of the Marketo Engage infrastructure, and to aid customers in maintaining a clean database, we are completely disabling the “leadCapture/save” endpoint and enforcing checksum validation on the “leadCapture/save2” endpoint.   What customer action is required? Forms 1.0 deprecation Provisioning of Marketo Engage subscriptions with the ability to create Forms 1.0 assets ended December 31, 2014. If your subscription was provisioned after this date, then it will not have Form 1.0 assets. Forms 2.0 assets will be unaffected by this change.   Marketo Engage subscriptions provisioned before December 31, 2014 may still  be utilizing Forms 1.0 assets on their landing pages and website. These forms will need to be remade in our Forms 2.0 editor and replaced wherever they are still being used.   Programmatic Form POST deprecation Some integrations may be performing programmatic form POSTs to “leadCapture/save" or “leadCapture/save2” to submit data into Marketo Engage databases. This method of data ingestion has always been unsupported and will cease to work as part of this deprecation. All integrations using programmatic form POSTs must be updated to use our Forms 2.0 API, Push Lead REST API, or the Submit Form REST API endpoint releasing in the January 2021 release.   Customers using native Forms 2.0 assets on pages and/or the Forms 2.0 API do not need to take any action. Checksum validation will work natively with these supported methods.   What happens if customers don’t act? Customers that fail to replace any in-use Forms 1.0 asset with a Form 2.0 asset will find that their customers will be unable to submit to their 1.0 Forms.   Customers using integrations that perform programmatic Form POSTs to the “leadCapture/save” or “leadCapture/save2” endpoints will see these integrations fail, resulting in loss of form submission data.   Is my Form 1.0 or 2.0? Forms 1.0 and Forms 2.0 have different look and feel:   Forms 1.0 Forms 2.0 Marketo subscriptions provisioned after December 31, 2014 will only have Forms 2.0 assets.
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Forms serve as a valuable point of entry to your Marketo Engage database for your prospective and existing customers to express interest in your business. They also serve as a portal for malicious actors to flood your database with junk data, hoping to trigger emails to use in phishing attacks, to overwhelm your business services, or to DDoS our platform. We are rolling out enhancements to strengthen the security of Marketo Engage forms to address this growing problem in the industry.   These features are releasing throughout Q3 2020 and will be available to all Secured Domains for Landing Pages customers. No changes to your forms or landing pages are needed to take advantage of these enhancements.   EDIT: We have delayed the rollout of our form field validation to Q1 2021 to ensure a high level of quality.   Bot Spam Blocking We have identified bot patterns common among most spam attacks on Marketo Engage forms. These patterns were identified by examining form data captured in bot attacks for values that were impossible to have been submitted by a human submitter. This new feature will introduce server-side validation on standard Marketo Engage form fields that will reject submissions of illegitimate values that match these bot patterns.   Sever-side form field validation Today, Marketo Engage forms enforce field data rules with client-side Javascript validation that is easily circumvented by bots or users that disable scripting in their browsers. To address this, we are enhancing forms with server-side validation of form field rules. These include: • Validation of field type. For example, checkbox form fields must be submitted with boolean values; numerical form fields cannot contain alphabetical characters, etc. • Presence of required fields • Values in Select type fields must match the configured list of values • Configured max length of field value is not exceeded • Numerical values fall within the configured minimum and maximum values Submissions to Marketo Engage forms that fail validation will return an error with the offending field highlighted with an error message.    Frequently Asked Questions:   Can my business define its own custom logic for rejecting form submissions based on submitted field values? Unfortunately, not at this time.   Should my business continue to use CAPTCHA, honeypots, or Javascript validation on our forms? We anticipate these enhancements will reduce the need for solutions such as CAPTCHA or honeypots, but they can still serve as an additional layer of security against bots for your forms. Custom Javascript validation will continue to give your business granular control over form field validation on your landing pages and web pages.   Will you block specific IP addresses we commonly see associated with spam? IP addresses on the internet are often dynamic and are recycled by ISPs to be used by multiple devices. Blocking an IP address could result in legitimate visitors unable to fill out your forms. It is also trivial for an attacker to switch to a different IP address or use a distributed network of IP addresses to spam your forms, which makes IP address blocking an ineffective long-term strategy.
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What’s changing?   Beginning i n  January 2021, we will  be  rolling out  two e mail tracking-related  security  improvements  over the course of several months .   In Q 3  of  2020 ,  a new  version of the Outlook Plugin will be available that also contains a security improvement.    This document serves to provide a high-level overview of the changes that are coming.  We will follow up with additional information as th ose  date s  draw near.     Background: Email Link Tracking   By default, links in emails have tracking embedded  which  allow s  you to see who clicked which link, how many total links were clicked, etc.   Link tracking is  configured  via the Insert/Edit Link dialog box  from within the email editor .     Predictive Image Tracking   When using Content AI, you can configure email images to be predictive.   Predictive image s have an URL and are   configured via the  “Make Predictive”  menu item within the email editor . Alternatively, you can  select  “Enable Content API” menu item within the email editor. Changes:   Tracking Link  Length   When link tracking  or predictive image  is enabled, the  original  URL specified is  converted into a “tracking link ”   that points  to a Marketo tracking server.  The format of  a  tracking link looks something like this:   http://mkto-m0154.com/ Y0b020YU00000001NPR0wR0   After this change, the identifier  at the end of the URL will be slightly  longer .   Tracking Parameter Expiration   When a tracked link  or predictive image  is clicke d   from  within an email , the Marketo tracking server  logs a  “Click Email”  or “Click Predictive Content”  activity  and then  redirects  user  to the original URL  specified.   The tracking server appends   the “mkt_tok”  query parameter  which is  used  in conjunction with  Munchkin JS   to associate  the  Munchkin cookie with the   known lead that  clicked on the email link , and with the  campaign  that  sent  the email .    This  process  occurs when  a  visitor is  an  unknown lead.   When  a  visitor is  a known lead,  then  “mkt_tok” is simply used  for  campaign  association .   After  this change, mkt_tok  will expire  6 months after the email was sent.    As a result, if  a n anonymous lead  clicks on a link  in an email that is older than 6 months,  the  known lead  and campaign  association will not occur.   This is  the same behavior as  when  tracking  is  disabled.   Outlook Plugin   With these changes a new upgrade of the Outlook plugin will be released. The new plugin will no longer support offline mode, and users will be required to have an active connection to the internet when sending emails. Users who do not have an active connection will see the following message when clicking the Marketo Send and Track button:       Why is this change being made?   The t racking parameter e xpiration  and tracking link change   are  additional step s   in providing a  more consistent and more secure experience with  Marketo’s  forms.   This change is a continuation of the work done last year when we released  Form Pre-Fill Feature Upgrade .   The  Outlook Plugin   update  was  made  to  standardize on using common  email  tracking-related  functionality  across  our  products.     What customer action is required?   Aside from the Outlook Plugin upgrade, no additional action is required.   The new plugin will be available as part of the Q3  2020  release so customers can upgrade. As part of the Q4  2020  release users will receive a message in Outlook asking them to upgrade before continuing to use the plugin.      How does this impact customers?   Tracking Links and Predictive Image s   If a tracked email link or  a  predictive image is clicked  by an anonymous lead  in an email that is over 6 months old,   the known lead will not be associated with user’s Munchkin cookie .  This is the same behavior  when  tracking  is  disabled.   Form Pre-Fill   If  a  tracked  email link or  a  predictive image  i s clicked  i n an email that is over 6 months old ,   and the  click   sen d s  user to a landing page  containing  a form with pre-fill enabled,  the form will not pre-fill.   This is the same behavior as  when  tracking  is  disabled .   Outlook Plugin   All users must  update  the Outlook Plugin   by  Q1 2021.  
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What’s changing?   On  October 16, 2020 ,  Marketo will deploy new versions of  line, bar, column and pie charts  throughout the  Marketo  Engage Application .  This includes all reporting features, as well as data visualizations that appear in the Marketing Activities screen.     How will this change impact customers?   Customer impact will be minimal.   The  content   of the new visualizations will be identical to  that of  the previous ones ,  with some impro vements to axis labels and legend positioning to maximize use of the plot area.     Why is this change being made?   The previous visualizations were implemented using Adobe Flash, which will reach its official end-of-life on December 31 st , 2020 , and as a result the charts needed to be rebuilt using a different charting library.     What customer action is required?   No customer action is required.  The new visualizations will automatically appear in the  Marketo  application following  Marketo’s  product release on  October 16, 2020 .  
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What chang ed ?   Operators are used within Filters ,  Triggers , or Flow Steps   t o define selection criteria.    The list of operators  available  for  use  for  a  given  field  depends on  the field  type  (e.g. Integer, String, Date) .   A list of field types and their operators can be found  here .     In  the  June 2020 release, we removed both the “is” and “is not” operators for Float field types.  As a result, these two operators are  no longer  available in filters ,  triggers , or flow steps   that  use the  Float field .   Filter Trigger Flow  Step Wh at didn’t change (yet) ?   The “is” and “is not” operators still exist in Marketo Sky , but w e will be removing  them  as soon as possible.   Until the se operators  are removed ,  please  refrain from  selecting  them  within  the  Marketo Sky  interface .  Otherwise,  you  run the risk of adversely impacting your campaigns.   Why is this change being made?   Float fields store an approximation of a value, not the literal value.    For example, a float field could store  “ 10.5 ”  as  “ 10.5995485730481245 ”  or something similar.    So "is 10.5"  would not  qualify .    As a result, comparisons using “is” and “is not” were  not consistent .  In  some  cases,   comparisons  worked as expected, in others they did not.  To eliminate this  ambiguity , we removed these operators as choices.   What action is required?   If you are currently using “is” or “is not” operator for Float field in a filter  you must  change  your fi lter  to use  a  different  operator .   We recommen d  using either “between”  operator .   For example,  suppose  you  are  using   a filter with  “is” operator  to match  the number “10.5”. To correct, r eplace   ”is” with “between” and supply a range  that encloses  the number.  In this example we use the range  from  “10. 5 ” to “10.6” to enclose the number ”10.5”. How can I  determine if I am using “is” or  “is not”  operator with Float field?   1. G ather  a  list of Float fields  using  the Marketo REST API.  The  Describe  endpoint returns a list of all person fields  with their  data type s .  Search  the response  body  for “float” to identify  all  Float fields  in your instance.   2. I dentify places where a given field is used  by going to  Admin > Field Management  and search ing  for the  given  field name.  Select the field and  see  “Field Used  By” for a list of places where used. What if we don’t take this action?   Since  results  can be  inconsistent, you may not be identifying audiences  correctly .   Some persons could be  erroneous l y  included or excluded  from a campaign or smart list .    In addition, s ome trigger campaigns  could execute or not  execute  based on an inconsistent comparison.
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[FAQ attached below this article]   What's Changing? On August 31, 2020, Marketo Engage will implement a new retention policy specifically for Sent & Delivered Email activities. Under this policy, data for these two activity types will be stored for a rolling 90-day period from the activity date for use in Smart Lists. This is a change from the current default retention period of 25 months, and from the current  Extended Data Retention subscription option period  of 37 months.   Upon the policy taking effect, data older than 90 days for these two activities will be deleted and no longer available for export. Any Smart List with the “Was Sent Email” and “Was Delivered Email” filters (including NOT Was Sent and NOT Was Delivered) should be updated to ensure the maximum lookback date is 90 days.  If the lookback date is greater than 90 days, the Smart List will continue to function, but only activities that are 90 days old or less will qualify.   Why? In 2020, we are improving critical parts of the underlying Marketo Engage infrastructure, including Batch campaign processing, similar to the Trigger campaign improvements made in 2019. This new infrastructure, in combination with the new retention policy, is expected to result in shorter lead time with large email sends and faster segmentation processing to deliver significantly faster processing to our customers. Note, the revised retention policy is one, among several, aspects that come together to deliver this improved performance, but broadly speaking reduced retention helps with faster database look ups and search across the run-time infrastructure.     What's NOT Changing? Aggregated data – including Reports, Dashboards, and Analytics – will not be affected by this change (unless they reference a Smart List with these activities).  The new policy will not affect any activity type other than Sent and Delivered (for example, Was Opened activity data is not affected). Further, this change does NOT affect Engagement Program casts.   What Customer Actions Are Needed? First, you'll want revisit where and how you're using these two activity types. Audit your Smart Lists and ensure the date ranges for these two activity types are less than 90 days - if you must use a date greater than 90 days, we suggest running a process to export to an external system. You will need to create this before the new retention policy takes effect on August 31, 2020.  Information on how to export activities using APIs can be found on our Developers Documentation website.   We appreciate you understanding as we move toward an enhanced Marketo Engage experience for all customers. Please download and review the FAQ attached below for further suggestions, workarounds and additional information.  
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If you have not heard or seen it yet, in the Fall 2016 Release, we were super excited to launch our Content AI (Predictive Content) for Email. This included a revamp of the Content AI App (previously known as Predictive Content).   Content AI i s an Application Marketo offers that helps you auto-discover your content, engage your web visitors and email recipients with the most relevant, recommended content powered by machine learning and predictive analytics. See more in Docs here:Predictive Content - Marketo Docs - Product Docs   Here are regular FAQs on Content AI we hear from customers and those interested in the App:   General   Where do I learn more about Predictive Content? Marketo.com Website Product Page: Content AI Recommendations - Marketo Customer Success Story using Content AI : Case Study​ / Webinar Video​ Webinar: Behold the magic of Predictive Content​ Marketing Nation Summit 2016: Predictive Content: Amplify your content through machine learning Request a demo from your Account Manager   How do I find the Content AI App? Is it the same as Web Personalization? Content AI is a paid for stand alone App offered by Marketo. It is a separate product to Web Personalization. If you have purchased the Content AI App, you will see a Content AI icon on your My Marketo page. If you are interested in hearing more about the App, speak to your Account Manager.   Setup   Do I need the RTP Javascript tag to enable Content AI on my website and landing pages? The set up process for Content AI (See Getting Started Docs​) includes adding the RTP Javascript Code onto all pages of your website, including landing pages. This helps us to "listen" to your web activity, to auto-discover your content and display it on your web or email channels as Content AI outputs.   A re there any restrictions on where the content resides? Does that content have to reside in Marketo or can it be in any CMS? The RTP Javascript tag is agnostic to CMS platforms, meaning it works on all types of CMS platforms. Once the tag is on your site, we can discover and track all your content (PDF, embedded video, HTML pages) and use it for Content AI . So, the content does not have to reside on Marketo or Landing Pages or Design Studio. The Content AI part that the marketer prepares based on the discovered content and the part that is shown Predictive on your website or within an email is managed and controlled within the Marketo Content AI App.   Content Discovery   How does Content AI discover my website content? Marketo Content AI "listens" to your website activity, and when any web visitor clicks and views a specific content piece (HTML, PDF, Embedded Video, PPT) on your domain, we capture and discover the content title and content URL and start tracking the content's views and engagements. This  discovered content piece is then displayed under the All Content page. For set up details of Content Discovery see: Getting Started with Predictive Content.   Does the Content AI reporting also show which content has the highest engagement? Yes, the All Content page shows all web content (html pages, videos, pdf, etc...) on your domain that web visitors viewed. These results can be displayed from highest views to lowest.   On the Content AI page, the reporting shows how many web visitors or email recipients clicked on the Content AI piece and can also be sorted to see which was the most engaged piece of Content AI per channel (web or email) or overall.   Tracking Content   How many contacts or content do I need to start using Content AI ? Content AI relates to web content. Content Discovery will find in most cases, we have seen hundreds of content pieces on your domain. The marketer can then go ahead and approve and enable these discovered content pieces for Predictive Content. You can also manually add content pieces to the collection. It is recommend you have 10-15 pieces of content enabled for Predictive (for any channel) to start and keep adding more to this.   Can you create your own Conversion Criteria ? We track and display the views on content and also clicks on Content AI . In addition, the metrics we show are conversions (direct and assisted) per content piece, which shows attribution to the content piece in bringing in new People. Conversions : The number of visitors who clicked on recommended content and completed a form in the same visit Assisted Conversion : Visitors who clicked on recommended content in a past visit and completed a form later Currently, you cannot create your own conversion criteria.   Content AI Algorithm   Can you clarify on how the algorithms predict the content? The Content AI algorithms use machine learning and predictive analytics to decide and recommend which pieces of content are relevant for each visitor or email recipient individually. We use a mixture of algorithms that are constantly optimized and improved for best performance and results analyzing clicks and conversions. The algorithms are based on trending, popular content viewed on your website, new pieces of content added to your site, and also takes into account URL paths and user behavior clicks and visits.   Will Content AI show content the visitor or email has already received? There are certain checks and validations in place in order to provide the best experience for the end user receiving Content AI . These include: The Recommendation Bar will not recommend a piece of content the web visitor is currently browsing The Rich Media Recommendation will not show repeat predictive content on the same page and if the user clicks on a piece, we will not recommend the same piece of content they clicked on during that visitor's session. In Predictive Content for Email, a email recipient will not see the same Predictive Content more than once in follow up emails sent with Predictive Content in them.   Does Predictive Content now take into consideration any type of segmentation? So predictive content for segment A versus segment B? No, it is not related to segments, and this would be more of a rule-based style Web Personalization campaign. Instead, Predictive Content takes into account many variables to calculate before producing the Predictive outcome result for each visitor. Predictive Content can also be categorized and shown per category in the Rich Media and Email. See more here: Set Up Categories in Predictive Content   Is the Predictive Content picked at random, or is it based on customer criteria? The Predictive Content is prepared and approved by you. You also select the look and feel of the outcome and where it will appear on your site or in your email body. However, in the end it's the Algorithm that decides which of the approved Predictive Content pieces is best to show the current web visitor or email recipient.   Displaying Predictive Content on Web or Email   What are the Character Limits (Char limits) for predictive content on Web and Email?   Content Name: 255 Chars Bar Title: 110 Chars Rich Media Title: 50 Chars Rich Media Description: 215 Chars Email Title: 50 Chars Button Label: 17 Chars   The char limits are in place in order for the text to fit into the defined styling and look for the bar, rich media and email layout.   Can you see which pieces will be promoted in the email before sending the email? As the marketer, you can prepare and approve the piece of content for each source (email, web). In the end, the Predictive Algorithm decides what the end user will receive. For Predictive in Email, you can preview the layout and category of the Predictive Content, however the Predictive image is not seen until the recipient opens the email, so what you see in the preview is just an example, and will not necessarily be the image the recipient sees. See the process for setting it up and previewing Predictive Content in Email here.​   Can we use only Marketo landing pages, or anything under our company webpage domain? Yes, you can define all html pages, including landing pages, as content pieces to use in predictive. You can also manually add new pieces of content to the application.   Do you recommend Predictive Content for Marketo landing pages? Particularly Thank you pages? Predictive Content for web in the form of the Recommendation Bar or Rich Media is suited for all types of pages. We have customers using rich media on their home page (3 pieces of Predictive Content in horizontal format) below the fold of the home page. We have the Bar running on Blogs or Resources pages. A Thank You page or Thank You email is a great use case to add Predictive Content as these pages or email, usually do not have any call to action, and adding Predictive Content can help create more clicks and engagement by the viewer. You can categorize your predictive content for Rich Media and Email so it would be recommended to show on that Thank You page Predictive Content related to the thank you submission (eg. white paper, case study, webinar, blog post).   Can you alter the code of the predictive content to be flush with a font style/coloring? Predictive Content Rich Media for Web can be styled accordingly with font and colors. See here: http://developers.marketo.com/javascript-api/web-personalization/rich-media-recommendation/​. Predictive Content for Email is a Predictive image generated upon email open, so it is offered as 8 different fixed layouts and the Marketo user selects one. See documentation here: Enable Predictive Content in Emails.   Can you use categories in the "web" or "rec bar" versions like you can in emails? You can use Categories in Rich Media for Web and in Predictive for Emails. Currently, the Recommendation Bar does not support categories. Categories allow you to group your content and present predictive outcomes on web (rich media) or email. For example, you can work only with blogs, or with content in a particular language.
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  Beginning on  2020-05-07 ,  Marketo  will start to roll out version 159 of the Munchkin  JavaScript  Client.   Subscriptions which have the  Munchkin Beta f lag enabled  will see changes from this release first, after which deployment will begin on a rolling basis to subscriptions which  do not have this flag enabled.    The  most significant change in this re lease is the  deprecation of Munchkin Associate Lead.       Changes     Deprecation of Associate Lead       Beginning with this release, when the  Associate Lead method  is invoked, a warning will be issued to the browser console, indicating that the method will be removed in a future release.  For more details on what to expect from this deprecation  process   read this announcement .     Reversion of Domain Selector V2       Despite best efforts to offer an improved the selection of the domain for the munchkin cookie, the change proved disruptive in certain cases.  We will be reverting the mainlining of this change, and the f unctionality will be  hidden behind a configuration flag  as it was prior to version 158 .     Fixing Undefined Referrer when Calling Visits Web Page       Previously when calling the  Munchkin API to submit a Visits Web Page event , the referrer would be submitted with a value of ‘undefined’.  With version 159, the referrer will now be cor rectly recorded.  This bug did not  affect  normal web visit tracking.       Rollout     As with all Munchkin releases, this version will be a phased rollout,  initiallity  to customers who have enabled  Munchkin Beta  for their subscriptions, and later for all  Marketo  subscriptions.  Th is schedule is subject to change.   Customers who need early access to these features in their subscriptions should consider enabling Munchkin Beta.   Date   Release Type   Percentage   2020-05-07   Beta   10%   2020-05- 21   Beta   50%   2020-0 6-05   Beta   100%   2020-06-19   General Availability   10%   2020-07-10   General Availability   50%   2020-08-04   General Availability   100%    
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Wha t’ s  changing? In the June 2020 release,  Marketo  is deploying  an  update to the  infrastructure  that supports  batch campaign processi ng .  Th is  a  necessary  step  to  prepare for  forthcoming performance improvements .  The  updat e  wil l  b e  d ep loy ed   in  a stepwise fashion   across all  subscriptions  over the course of  the next  several months  and  is expected  to  be  complete  by  end of year 2020.   Why is this change being made? As platform demands increase, changes must be  made t o accommodate .   Th is change  is  to lay the foundation for  a n ticipated   p erformance demands  going forward .   In cremental updates to several  services  will  b e  p e rformed   to  r ea dy  the  system for th e   future  improvements .   What customer action is   needed ? None .  This  is a  seamless update   that occurs  behind the scenes .   How does this impact customers? There is no customer impact .
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LinkedIn updated their permissions model on April 1. Marketo already supports the new permissions, so if you have not already done so, all you need to do is re-authorize your LinkedIn LaunchPoints to update your authentication token to ensure continued syncing. If you have both LinkedIn Matched Audiences and LinkedIn Lead Gen, you will need to re-authorize both LaunchPoints.   LinkedIn Matched Audiences LaunchPoint To update the permissions for the LinkedIn Matched Audiences LaunchPoint, a Marketo admin with access to your LinkedIn Business Account(s) will need to go to LaunchPoint in Marketo Admin. Select the LinkedIn Matched Audiences LaunchPoint and click "Edit Service" at the top.     Once in the Edit Service modal, click "Next". This will show you the user that authorized the integration and the date the LaunchPoint will expire.   Click on "Re-Authorize", which will open up a new window with a prompt to log into LinkedIn. You do not require the same user who originally set up the LaunchPoint.   Once you've signed in, the window will close and your LaunchPoint will now have an updated expiration date shown in the modal. Make sure to click "Save" to save the updated permissions.   And now your Matched Audiences LaunchPoint has updated permissions!   LinkedIn Lead Gen LaunchPoint To update the permissions for the LinkedIn Lead Gen LaunchPoint, a Marketo admin with access to your LinkedIn Business Account(s) and either admin or Lead Gen Form Manager permissions on your Company Page will need to go to LaunchPoint in Marketo Admin. Select the LinkedIn Matched Audiences LaunchPoint and click "Edit Service" at the top.   Once in the Edit Service Modal, click "Next". This will show you the user that authorized the integration and its expiration date. Click on the gray "Re-Authorize" button. This will open a new window with a prompt to log into LinkedIn.   Once you've logged in, the window will close and your LaunchPoint modal will show a new expiration date. Click "Next".   You will then see your list of LinkedIn Accounts. You do not need to update this screen. Click "Next" again. The final screen will be your field mappings. You do not need to update any field mappings to update permissions. Click "Save" to save updated permissions.   And now your LinkedIn Lead Gen LaunchPoint has updated permissions!  
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Beginning with our July release on July 31, 2020, Marketo Engage user interface (UI) will no longer be supported in Internet Explorer browsers.   Why is this change being made? In order to continue to innovate with Marketo Sky, we are focusing on development for the most utilized browsers, including Google Chrome, Mozilla Firefox, and Apple Safari.   What will happen if I use Marketo Engage with Internet Explorer after July 31, 2020? Accessing Marketo Engage using Internet Explorer may result in undesirable behavior when interacting with the user interface. Customer Support will not be able to troubleshoot bugs encountered only in Internet Explorer.   Will this impact customers visiting my landing pages or filling out forms? Internet Explorer will continue to be a supported experience for customer-facing assets such as landing pages and forms. This change is strictly for the Marketo instance UI.   What if I am required to use Internet Explorer? We encourage customers with business requirements to use the Microsoft Edge browser, Microsoft's new Chromium-based browser, which features an Internet Explorer compatibility mode.  
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A customer who has been using Marketo as a standalone system for the past year asked me recently for some tips for integrating with SFDC. Please note the following tips will also apply if the customer had a custom integration and was not using Marketo's connector for Microsoft Dynamics or SFDC. Check in the Marketo Admin area for the CRM icon Create a strategy for handing the duplicates which will be created in Marketo So if you've been using Marketo for a while you've probably imported a lot of lists Records synced from SFDC are NOT deduped against existing records in Marketo based on email address Any records including duplicates based on email address syncing from SFDC will sync to Marketo, records syncing from SFDC are considered intended behavior The easiest way to handle the issue is to delete all the records in Marketo before syncing with SFDC Unfortunately, you will lose all your activity history Another option is to work with Marketo services or a Launchpoint partner to merge the duplicates together If you have a lot of duplicates, it may take many weeks to merge all the records together Merging records will preserve the activity history but may cause smart campaigns to fire, always test and be prepared to adjust your campaigns accordingly Consider a hybrid approach by deleting the least valuable records Create a strategy for the fields you want to sync from SFDC Marketo will automatically map the most common SFDC fields with your existing fields Consider switching from your Marketo custom fields to your SFDC fields or merging the fields together. Here are some resources about fields Read about implementing a custom sync filter following the best practice Read about how the sync works. If you are using SFDC Lighting, be aware of the unsupported features. Understand how Marketo treats records deleted in SFDC Understand the different ways you can insert/sync a Marketo record to SFDC unintentionally Finally, here are some handy references in case you are wondering about using the SFDC Opportunity Object or a SFDC Custom Object. Feel free to add your own tips. Thanks!
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It happens. You were under a work tsunami. Or better yet, you were on a long overdue vacation. Whatever the reason, you missed the product keynote announcements at Marketo’s Marketing Nation at Adobe Summit this year, but not to worry, we got you covered! This is one of the most exciting times to be a marketer in the history of marketing. The “art” and “science” of marketing are coming together in ways previously unattainable. And we get to create epic end-to-end experiences for our customers bringing together content and more data than ever - from the person to the account - made ridiculously actionable through artificial intelligence. This marks the moment when customer experience management arrives for B2B. Next are three ways Marketo Engage (formerly Marketo Engagement Platform) will transform B2B marketing 2019 together with Adobe Experience Cloud and our partners. 1. B2B Experiences Require Compelling Content and Creative Nothing speaks more to the heart and soul of marketing than creative. And it has a real impact - according to Nielsen , 49% of sales lift can be attributed to creative. And now as part of Adobe, the company that’s driving business through digital experiences and known for its leadership in content and creative, marketers will be able to have the perfect images for every campaign right at their fingertips in Marketo Engage. Asset Selection - Access a whole world of content for your campaigns through Adobe Experience Manager Assets, right as you’re creating a campaign within Marketo Engage. Minimize the back and forth with the Creative team with immediate access to all your approved assets. Creative Editing - With content editing from Creative Cloud embedded inside Marketo, your perfect image can be cropped, rotated, resized and more. No need to import and export images to modify them, now basic editing capabilities will be available in Marketo Engage. Getting amazing creative for your campaigns will be easier, faster and less stressful. 2. B2B Experiences Are Fueled by Intelligence, Data, and Scale The biggest missed opportunity for marketers today is storing, managing, and using all of the data we have to deliver exceptional B2B experiences. At Adobe Summit 2019, Adobe announced Adobe Experience Platform, the industry’s first real-time platform for customer experience management (CXM). We’re plugging Marketo Engage right into the heart of the Experience Platform to unlock a new, data-rich era for B2B marketing. With all your data in one place, regardless of source or type, you’ll have a unified picture of all your target accounts, and the people within them. One way to use the power of this consolidated data is sharing audiences across the different technologies in your marketing ecosystem. Audience Sharing - Create highly personalized experiences across every channel by sharing audiences across and between Marketo Engage and Adobe Experience Cloud - Audience Manager, Target, Ad Cloud and more. This will be the data platform that fuels the B2B experience revolution… keep an eye out for more announcements throughout 2019. Data is also the cornerstone of measurement and Marketo acquired Bizible last year to give every marketer pipeline and revenue attribution across every marketing and sales touchpoint. In 2019, data and visualization start coming together across Marketo Engage and Experience Cloud. Bizible UI Refresh & Visualizations - Bizible is getting a new look and feel as it joins the world of stunning visual analytics from Adobe. And this will come with new visualizations, like an entirely new view into the buyer journey from the individual to the account to an aggregate view. Historical Data from Adobe Analytics - If you use Adobe Analytics, you can bring your historical web data with you to Bizible for B2B attribution. One of the most powerful value-enablers of data is artificial intelligence (A.I.). It promises to improve relevance, create deeper engagement, and improve your business results. And now, Adobe Sensei is accelerating our vision to build A.I. throughout Marketo Engage. One area we’ll use A.I. to completely transform marketing is Events & Webinars, where marketers spend ~25% of their budgets, according to Gartner. Predictive Audiences - Get the most value out of every event, especially in-person events with a financial commitment, with the ability to discover the best audience to invite. Machine learning identifies people who are likely to register, or attend, and even finds lookalike audiences based on previous successful events. Plus, track goals and progress, get A.I. powered forecasts for your goals, and recommendations on how to meet your goals. 3. B2B Experiences Are Account-Based Experiences As account-based marketing (ABM) continues to move into the mainstream, marketers are still struggling to go beyond point-in-time campaigns, stay coordinated with sales and get their arms around their data given an ever-expanding technology stack with new ABM point solutions. The result is disjointed experiences for customers - far from the promise of ABM. We’re on a mission to simplify ABM and put people and experience at the center of your ABM strategy. We call this Account-Based Experiences. It starts with a solid strategic foundation to identify the best accounts to pursue, and put marketing in the driver’s seat when it comes to target account planning. Account Profiling - We’re expanding our A.I.-powered account selection capability to go beyond the accounts you have in Marketo Engage. Now, find accounts like your very best customers out of a universe of 25 million companies. Get insight into what makes an ideal account you can use for segmentation and personalization. And, get a simple A-D grading for these accounts in seconds to minutes using machine learning and nearly a billion data points from across the web. One of the most important channels for discovering contacts in your target accounts, and engaging them throughout the buyer journey, is paid media. It’s one of the easiest and fastest ways to scale your account-based efforts, and now you can use Marketo Engage to reach target account audiences Across a massive network of B2B media sites, display, search, TV and hundreds of Ad Networks. Adobe Ad Cloud Integration - Share target account audiences with Ad Cloud to reach them throughout the buyer journey through a broad range of ad channels, properties and formats. Demandbase Integration - An expanded integration gives you the ability to target accounts identified with Marketo Engage across Demandbase’s premium B2B ad channels and properties. LinkedIn Integration - Reach the world’s largest professional network with an expanded integration that now syncs target accounts from Marketo Engage regardless of whether you have contacts or leads for those accounts. Liveramp Integration - Share target account audiences from Marketo Engage with a wide range of AdTech offerings for the broadest reach and scale. Finally, one of the most important channels for creating account-based experiences is the 1:1 human channel, Sales. But it isn’t infinitely scalable. Luckily, Marketo partner Drift, the leader in conversational marketing, makes it far more scalable by automating chat conversations on your website and connecting Sales at just the right moment. Drift Integration - Use everything you know about people and accounts in Marketo Engage to personalize chat bot conversations with prospects on your website. Set up a meeting or introduce a live sales rep into the conversation at just the right time. Connect experiences across channels with Marketo Engage as your center of orchestration, from awareness to consideration to conversion, for every person associated with every target account - that’s how you deliver account-based experiences. This our vision for how the art and science of marketing come together to drive experience. Stay tuned throughout the year for more on our mission to give you the best customer experience management solution for B2B. Don't miss out on the other content in this edition of the Video Link : 2714 !
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In this edition of the How 2B Fearless series, we sat down with Carissa Russell , who is not only a Fearless 50 member, but also a Marketo Champion. Carissa shares what being a fearless marketer means for her and what that has meant for her career. What does fearless marketing mean to you? Continually learning while keeping an open mind. It is so easy to get stuck in the “way we always do things” and to not question your processes. It can be scary to challenge processes, especially when you’re the only one. Before making a decision to stay the course or make a change, look at all the options. Technology is constantly evolving so make sure you’re always challenging yourself/your team to be the best you can be and to spend your time in the right places. Who is a fearless marketer you look up to and why? I look up to a lot of my peers. There are so many intelligent and thoughtful people within the marketing automation community. Every time I go to a local user group or browse my LinkedIn feed, I’m learning something new from one of them. I think it’s easy to look for influencers when you’re in marketing, but where I find the most insight and opportunity to grow personally is from knowing and working with peers in my field. How did your career start out in marketing? When I was in school, this career path didn’t exist. I am where I am at today because I was not afraid to take a leap of faith and try something new. I started out in coding, which led me into web design. That path eventually led me to the new area of Marketing Operations. As I worked with Marketo in Marketing Operations, I discovered I had found a home for combining my passion for creating good customer experiences with my ability to code. How did you get to the point you are at in your career today? Because I am open to new technology and projects, I ended up with a lot of skills from working in different platforms that have supported me throughout my career. Keeping an open mind to try new things is the key to staying on the crest of the MarTech wave. Getting into a technology field is committing to a life of learning, trying and failing, and picking yourself up and succeeding, so go for it! What have you learned from other members of the Fearless 50? To be yourself, even if it you don’t feel like you fit the typical “marketer” mold. I’ve watched a number of Marketo Fearless 50 members and Champions with varied backgrounds do amazing things in the marketing community, from blogging on national platforms to speaking on stage at major conferences. Seeing them gives me the confidence that I have something to offer the marketing automation community as well. What are three pieces of advice you would give to the next generation of fearless marketers? #1.) It should feel scary. When you understand the full scope of things, a new opportunity can be intimidating. If you’re taking new opportunities that don’t make you feel a bit intimidated, are you taking a big enough leap? The opportunities that make you scared are the perfect opportunities to grow. #2.) Share your knowledge. It’s easy to control everything yourself, but is it worth it? Empower your peers by sharing what you know. It will always be more rewarding than trying to do it all yourself. #3.) Keep an open mind. Seek out the people that make you look at things differently. You may not always know the best way and having people who challenge you daily can make you better in your role. About Carissa Russell LinkedIn: https://www.linkedin.com/in/carissa-russell/ Community Page: Carissa Russell Don't miss out on the other content in this edition of the Video Link : 2714 !
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Fearless Forum 01 Video Link : 2352 The GDPR and The Marketer: A Practical Guide for the Marketo Customer Summit Places to Visit Fearless Forum 02 Video Link : 2425 Marketo Sky Marketo Master Class: Engagement Programs with Chris Saporito The Key to Finally Understanding how FT and MT Attribution are Calculated Bizible + Marketo: Marketing Attribution That Powers Growth Assess Your Tech Stack with Marketo partner, DemandGen Fearless Marketing in a GDPR World: Tips to Thrive Amidst New Regulations Marketo ExPeerience with Josh Hill: How to Build Engagement Programs in Five Steps Fearless Forum 03 Video Link : 2469 Reporting and Attribution in Marketo: Comparing Your Options Marketo Sky Beta Marketo Master Class: Bizible Attribution with Libby Koebnick Video Link : 2467 How to Achieve ABM Success with Kyle McCormick GDPRn’t We Done with This? Fearless 50 Roadshows Coming Soon! Fearless Forum 04 Video Link : 2510 How 2B Fearless with Fearless 50 Member, Brooke Bartos Video Link : 2509 Marketo Master Class: Dynamic Content with Amber Hobson Adobe to Acquire Marketo All 11 Marketing Models of Attribution with Bizible So You're Going to Build a Website Case Study from Focus Lab on Marketo's Refreshed Look Marketo Champion 2019 Application ANZ Customer Engagement Forums - Register here Fearless 50 Roadshow Chicago - Register here Fearless 50 Roadshow Atlanta - Register here Fearless Forum 05 Video Link : 2584 Fearless Forum 05: Holiday Edition The Marketer's Guide to Holiday Conversations About Your Job How 2B Fearless with Fearless 50 Member, Sydney Mulligan Champion Tips and Tricks with Chelsea Kiko Marketo Master Class: MarTech Stack Planning with Josh Hill Learn How to Create Great Holiday Campaigns Join Advocate Nation Femiketo - Japan All Female User Group Fearless Forum 06 Video Link : 2649 Revvie Awards 2019 - Apply Here! Adobe Experience Platform Launch: The Next Generation of Tag Management How 2B Fearless with Fearless 50 Member, Jess Kao Champion Tips and Tricks with Brooke Bartos Marketo Master Class: Forms and Gated Content with Juli James Meet Marketo, an Adobe Company - 01 Breaking the ABM Status Quo with the Right Strategy, Tools, and Process Marketo User Group Highlight: Salt Lake City User Group 2019 Marketo Champion Class Fearless Forum 07 Video Link : 2714 Marketing Nation at Summit: Product Keynote Recap with Brian Glover How 2B Fearless with Fearless 50 Member, Carissa Russell Video Link : 2711 Marketo Master Class: Center of Excellence with Chelsea Kiko Video Link : 2703 Learn from Marketo's Marketing Team: Funnel Optimization Webinar Series Register for EMEA Summit here Resource Center Beta - ANZ only Marketo User Group Highlight: Paris User Group Join Advocate Nation here Fearless Forum 08 Video Link : 2780 Marketo Customer Exclusive: Adobe Experience Platform   Launch https://nation.marketo.com/people/8aebdadd57cd947ec3bb8bf064a1b58b4cdef74e/blog/2019/06/11/how-2b-fearless-with-fearless-50-member-michael-guzman  Video Link : 2777  https://nation.marketo.com/community/product_and_support/blog/2019/06/11/master-class-tokens-templates-and-snippets-in-emails-with-beth-massura  Video Link : 2775   MUG Highlight: North America Virtual User Group  Apply for the Fearless 50 program   today! Fearless Forum 09 Fearless Forum 09 Live with LaunchPoint with Vidyard Champion Tips and Tricks with Jenny Robertson Meet Marketo, an Adobe Company - Edition 04 How 2B Fearless with Fearless 50 Member, Darrell Alfonso Marketo Master Class: Lead Scoring with Chris Wilcox Tips & Tricks for ABM using Marketo Engage Register for Marketing Nation Live today! Celebrate International Literacy Day with Marketo here! MUG Highlight : Chicago User Group Fearless 50 : Apply for the Fearless 50 program today! Fearless Forum 10     Fearless Forum 10 Champion Tips and Tricks with Karan Hari Meet Marketo, an Adobe Company - Edition 05 Live with LaunchPoint - ON24 How 2B Fearless with 2018 Fearless 50 member, Emily Poulton Marketo Master Class - Scaling a Nurture with Ann Marie Gastineau How to Use the LaunchPoint Stack Builder MUG Highlight - Munich Fearless Forum 11 Fearless Forum 11 2020 Experience Maker Awards Champion Tips and Tricks with Jessica Kao Live with LaunchPoint - Drift How 2B Fearless with Fearless 50 Member, Adele Miller T.A.G. - The Automation Geeks MUG Highlight - India VMUG
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This Data Processing Addendum is relevant for Japanese customers who will conduct business in the European Union / European Economic Area and need GDPR compliant terms as well as Standard Contractual Clauses.
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As part of the bi-monthly newsletter, we ask Marketo Champions to share their Top 3 Best Practices for using Marketo. You can find each of the episodes below. Episode 1 - Juli James: Video Link : 2467 Episode 2 - Darrell Alfonso: Video Link : 2509 Episode 3 - Chelsea Kiko: Video Link : 2574 Episode 4 - Brooke Bartos: Video Link : 2646
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The Marketo Customer Advocacy Program, Advocate Nation, aims to help customers showcase their success and engage with the Marketo Community. We have a number of opportunities available for our customers to network, share best practices, and showcase their expertise. Want to learn more about what programs we offer? Download our informational PDF below for a brief overview of all our advocacy programs! Join Advocate Nation and become a Marketo advocate!
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This document contains contractual terms necessary for GDPR compliance and Standard Contractual Clauses. See here for more information on Marketo's Data Processing Addendum (DPA).
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