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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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  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%   2020-07-17   General Availability   100%    
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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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[FAQ attached below this article]   In 2020, we are improving critical parts of the underlying Marketo Engage infrastructure including Batch campaigns processing in addition to the Trigger campaign improvements that were made in 2019. These investments will result in faster batch processing, shorter lead time with large email sends and faster segmentation processing for an overall faster batch campaign processing rate. The improvements are targeted to rollout starting June, and customers should observe noticeable improvement in rate of processing of their scoring and data.   In order to accomplish these improvements and for customers to fully realize the value of these investments, on August 31, 2020, Marketo Engage will implement a new retention policy specifically for Send & Delivered Email activity. Under this policy, data for these two activity types will be stored for a rolling 90-day period from the activity date. This is a change from the current default retention period of 25 months.   Upon the policy taking effect, data older than 90 days for these two activities will be pruned and no longer available for export. Anything referencing a Smart List with the “Was Sent Email” and “Was Delivered Email” filters (including NOT Was Sent and NOT Was Delivered) must be updated to ensure the maximum lookback date is 90 days – any date range greater than 90 days will not return results.   NOTE: 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).   We suggest running a process to export to an external system ahead of the end of the rolling 90-day window.  You will need to create this before the new retention policy takes effect 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 & REVIEW THE ATTACHED FAQ BELOW
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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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Marketo Champion, Joe Reitz, has developed a video series for all Marketo users. From beginner to advanced there is something for everyone to learn from in the videos. Below you'll find links to all of Joe's videos here on Marketo Central and on his YouTube Channel. Beginner: Marketo-Fu Intro and Basic Overview for Beginners​ Marketo-Fu - Episode 2: Program Types & Purposes​ Marketo-Fu - Episode 3: Program & Channel Tags​ Marketo-Fu - Episode 4: Adding Users and Roles​ Marketo-Fu - Episode 5: Program Setup Best Practices​ Marketo-Fu - Episode 6: Smart Campaigns 101​ Marketo-Fu - Episode 7: Naming Conventions​ Marketo-Fu - Episode 8: Marketo Forms 2.0​ Marketo-Fu - Episode 9: Important Considerations for Acquisition​ Marketo-Fu - Episode 10: Importing a List Marketo-Fu - Episode 11: Reporting 101​ Marketo-Fu - Episode 17: Create a Seed List​ Intermediate/Advanced:​ Marketo-Fu - Episode 12: Lead Scoring with Marketo​ Marketo-Fu - Episode 13: MQL Alerts​ Marketo-Fu - Episode 14: Bounce Management​ Marketo-Fu - Episode 15: Attribution Basics​ Marketo-Fu - Episode 16: Merging Duplicates​ Marketo-Fu - Episode 18: Advanced Flow Steps​ Marketo-Fu - Episode 20: Daisy-Chaining Fields (concatenation of values)​ Marketo-Fu - Episode 21: Batch Approving (or Re-approving) Templates!​ Marketo-Fu - Episode 22: Linebreaks for Text Area Fields​ Marketo-Fu - Episode 23: Lead Grading​ Marketo-Fu - Episode 24: A/B Testing in Engagement Programs​ Marketo-Fu - Episode 25: Lead Grading Part 2​ Marketo-Fu - Episode 26: Universal Tokens​ Marketo-Fu - Episode 27: Capturing UTM Parameters on Marketo Forms​ Marketo-Fu - Episode 28: Basic Data Management​ Marketo-Fu - Episode 29: Global Variables in Email 2.0​ Marketo-Fu - Episode 30: Tracking Online Ad Success via Marketo​ Marketo-Fu - Episode 31: Advanced Wait Steps​ Marketo-Fu - Episode 32: Intro to Revenue Cycle Models​ Marketo-Fu - Episode 33: Building an RCM​ Marketo-Fu - Episode 34: Reporting on SLAs Past Due​
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Data Processing Addendum (DPA) This addendum includes all required terms for GDPR compliance, plus Standard Contractual Clauses which serve as a safeguard to govern transfers of personal data out of the EU/EEA/Switzerland. Adobe Sign Data Processing Addendum ​ PDF Data Processing Addendum (DPA)​ Japanese Dual Language DPA This addendum contains all required terms for GDPR compliance, as well as Standard Contractual Clauses in both English and Japanese. Adobe Sign Japanese Dual Language DPA PDF Japanese Dual Language DPA​ If you have questions about the DPA, please review the DPA FAQ document attached to this post and/or consult with your legal counsel .
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combined steps 1-3 of the marketo-salesforce integration
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Hi Community, I recently worked on a template to prove my social media ROI to my boss ! And I want to share it with you here because I need some feedback on this job For french readers here is the complete article which explains the purpose, and the template : [Template] Le ROI social media enfin démontré à ton boss | LinkedIn (I will translate it soon) If you need more information, you can ask me at : marineboussat@gmail.com Or add me on Linkedin : https://www.linkedin.com/in/marineboussat/ Thanks !
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I wanted to share a step-by-step on our solution to track multiple landing pages with a Person Attribute Field while using one generic form, without relying on URL UTM parameter. I hope this will be helpful to anyone looking for a solution. This solution was pieced together through some research from different sources and some trial and error. Feel free to share your thoughts or comments on it! Let's begin. [Problem] We have multiple landing pages linked to different campaigns and different assets to download. We wanted to use one generic form for all of those landing pages, and capture a Person Attribute Field to track the campaign, we didn't want long UTM parameters following our URLs or multiple forms so we built it into the page instead. [Solution] Populate a Hidden Field on your form through HTML code embedded into your Landing Page to capture campaign information. An alternate solution which doesn't use Person Attribute fields –  you can also use the "Add Constraint" option on the Fills Out Form trigger to select any form and the web pages you want to capture for the campaign, as shown below. If that's all you need, this simple solution would suffice. Step 1: Setting your Generic Form Field In your generic form, add a new Field and select the Person Attribute you're going to use to track the landing page. For our form, I used the "utm_campaign" Person Attribute because we're already tracking through that field. You can choose to use any Person Attribute that is appropriate for your Marketo instance to track campaigns. The Label doesn't matter, set Field Type to "Hidden", and set Form Pre-fill to "Disabled". Edit the Autofill , set Default Value as "utm tracking missing" (or anything similar of your choice, we'll get into why later) and Get Value from as "Use Default Value". If you don't set a default value Marketo defaults to "null" which will block changes to that field for this form. Once you're happy with your other fields, save your form. Step 2: Populating the Hidden Tracking Field through your Guided Landing Page HTML In your Design Studio , find the Landing Page Template you're using for your Landing Pages , and edit it. Note this step is only for Marketo Guided Landing Pages*. In your head section, place the following Marketo String with your meta tags (more information on Marketo Strings here) . This will allow you to easily adjust the landing page campaign later as you create more pages. Find where your Marketo form div is located, and insert the script code following the mktoForm div as shown below. This script will change your hidden "utm_campaign" field to the value indicated on your landing page. "utmcampaign"** is your Person Attribute Field name, and ${hiddencampaign} points to the Marketo String you set up. Save your Landing Page Template and you are done with this step. *Note: You can also do this step with embedded forms on non-Marketo pages using the code for setting Hidden Fields on this page. Note that you'll skip setting the Marketo String Syntax and input your desired Person Attribute value directly into the script as Marketo Syntaxes cannot be used on non-Marketo pages. **Note: You'll notice that the HTML form.vals "utmcampaign" is different from the displayed Person Attribute "utm_campaign" in your form editor and Marketo record. Sometimes the actual SOAP API value used by the backend is different from the Friendly Display value in Marketo, I will include steps on how to check the SOAP API value in the appendix at the end of this tutorial. Step 3: Create your Landing Page Once your HTML is set in your Landing Page Template , create or edit your Landing Page using that template. Set your generic form from earlier, and in your right-hand elements bar you should see a section for Variables , where you'll see the "Hidden Campaign Field" you created using the mktoString meta tag . Type in the campaign name you want to track with there. I chose "Example Campaign" for the purpose of this tutorial. Once you're happy with the rest of your landing page go ahead and save it. Your landing page form will now populate the "utm_campaign" Person Attribute for the Person with "Example Campaign" once the form is submitted. Step 4: Set your Trigger Capture Campaign Now that all the client facing elements are ready, you can create your Trigger Smart Campaign to capture and update the Person record. In your Marketo Program , create a new Smart Campaign . I've named mine "Campaign Capture" for my own organization, but you can name it whatever you want. Description is up to you, or just leave it blank. Once it's created, go to the Campaign's Smart List and add the Trigger Filter "Fills Out Form", and indicate one or more forms that feed into this campaign. Now add a Filter for "utm_campaign" and set the value to the "Hidden Campaign Field" you indicated on your landing page, in this case "Example Campaign". Insert any other Filters you want to exclude or include People that come through the program, and make sure to adjust your Smart List Rule Logic accordingly. Once you're happy with it, move onto the Flow step and set your form fill success actions. For this tutorial, we've opted to "Change Program Status" to Responded and "Send Email" confirming form success. Now "Activate" your Trigger Smart Campaign and you're ready to go! Step 5: Error Reporting No process is without errors, so now we'll set up a simple error reporting Trigger Smart Campaign to notify you when your campaign capture process fails at the form step. You'll recall that in the form, we set the Default Value for our "utm_campaign" as "utm tracking missing". This is so that in the event the HTML code in your Landing Page fails to populate the field with a value, the form sets this as the "utm_campaign" Person Attribute . To catch this error and notify myself, I set up a new Default Program with our "Operational" channel settings and named it "Tracking Error Notification". Inside it I created Smart Campaign and and an Alert Email (information on creating Alert Emails using the specific Alert Token) . In the Smart Campaign Smart List , insert a Trigger Filter for "Data Value Changes", Add Constraint "New Value" set it as the default error value, in this case "utm tracking missing" Now all that's left is to create a Flow Step to "Send Alert" (information on how here). Now you'll receive an email alert anytime the utm_campaign field fails to populate through the Landing Page form. *EDIT: A commenter recommended that the error message be cleared so that multiple exceptions can be flagged, which would be a great step. To do so, add a "Change Data Value" flow step for the Person Attribute, in this case "utm_campaign" and set the new value to "NULL", which will clear the "utm_campaign" field after the alert is sent. You're done! Now for all future Landing Pages with this generic Form , just remember to populate the "Hidden Campaign Field". I hope you've found this tutorial helpful. Cheers, Lawrence Mien Marketing Operations TigerText The Very Short Appendix So you've set your hidden Person Attribute field and indicated it in your HTML code, but the Person Attribute is still not populating correctly through the form. The issue may be that the Friendly Display Person Attribute field name is different from the SOAP API Person Attribute field for HTML. If you don't have Marketo Admin access, or don't feel like exporting the full field list, here's how you can check it: Publish or preview your Landing Page and go to it in your browser. Right-click at the bottom of the form (on Chrome) and hit Inspect. This will pull up the righthand side development panel to show you the HTML. Find the where the Marketo Form HTML is located and expand the mktoFormRow where the hidden field is. In the highlighted section below, you'll see that the SOAP API name of the Person Attribute is "utmcampaign" and not "utm_campaign". Simply drop this correct SOAP API Person Attribute name into your code back in Step 2.
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With General Data Protection Regulation (GDPR) hanging over every marketing professionals head, ­stay ahead of the curve and set up your opt-in strategy right.
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Marketo Data Processing Addenda Marketo takes privacy very seriously. We treat the data that our customers collect and use on our platform with the utmost sensitivity and employ strict policies and protections to help ensure the privacy of that information. ToutApp is a wholly owned affiliate of Marketo, so signing an Addendum with Marketo will cover your use of ToutApp if you are a Marketo customer as well. As such, Marketo offers a Data Processing Addendum. The Marketo Data Processing Addendum which adds terms required by the GDPR to customer subscription services agreements as well as Standard Contractual Clauses, which serve as an appropriate safeguard governing transfers of data from the EU/EEA/Switzerland to jurisdictions not recognized as possessing an adequate level of data protection by the European Commission. The DPA is available at this link. Bizible Standalone DPA Bizible has its own DPA containing Standard Contractual Clauses for Bizible customers who are not Marketo customers . If you are a Marketo customer who also uses Bizible, you should execute Marketo's DPA linked above. Any Bizible-only customer that will transfer data from the EU/EEA/Switzerland to jurisdictions not recognized as possessing an adequate level of data protection by the European Commission should execute the Bizible DPA by signing and submitting the PDF version attached to this post according to the instructions on the first page. ToutApp Standalone DPA ToutApp has its own DPA containing Standard Contractual Clauses for ToutApp customers who are not Marketo customers. If you are a Marketo customer who also uses ToutApp, you should execute Marketo's DPA linked above. Any ToutApp-only customer that will transfer data from the EU/EEA/Switzerland to jurisdictions not recognized as possessing an adequate level of data protection by the European Commission should execute the ToutApp DPA using this link (if e-signatures are accepted in your jurisdiction) or by signing and submitting the PDF version attached to this post according to the instructions on the first page.
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