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Phone Support: US 8772706586 EMEA 35312423030 UK 08001413030 ANZ 61283107646 JPN 81342339014 As referenced, please find all of the necessary links below. They are listed in order as mentioned in the Welcome video. Marketo Support Portal: https://nation.marketo.com/t5/Product-Blogs/How-to-Use-the-Support-Portal/ba-p/297884 Adobe Help Center: https://helpx.adobe.com/support.html Adobe Community: https://community.adobe.com/ Marketo Engage Support: https://nation.marketo.com/t5/Support/ct-p/Support Marketo Community (you're in it!): https://nation.marketo.com/ Magento Help Center: https://support.magento.com/ Adobe Status Page: https://status.adobe.com/ Adobe Digital Learning: https://learning.adobe.com/ Adobe How-Tos: https://experienceleague.adobe.com/#quick-how-tos Adobe Developer Docs: https://www.adobe.io/ Marketo University: https://nation.marketo.com/t5/Marketo-University/ct-p/marketo-university Marketo Product Docs: https://docs.marketo.com/ Marketo Developer Docs: https://developers.marketo.com/

Overview Add Leads to Static Lists Use Custom Fields Overview Lead records have two primary components – lead attributes and activity logs. Lead attributes are the fields and field values within the lead record. For example, Job Title is a lead attribute. Lead Name is a lead attribute. Activity logs record the actions Marketo or the lead themselves have taken. For example, sending an email to a lead is an activity that would show in the activity log. If the lead opens the email or visits a tracked page, those activities would show in the activity log as well. Activities in the activity log are only retained for 90 days, 25 months, or 37 if you have purchased the premium data retention option. The official Marketo Data Retention Policy can be found here: Marketo Activities Data Retention Policy The main way to store activity data beyond the Data Retention Policy timeframe is to use the Bulk Extract API. There are two other ways you can keep a reference of these activities after the end of the Data Retention period, and they can be referenced within the Marketo UI. This article will show you how that can be done. Add Leads to Static Lists Static lists will retain lead membership even if the activity of adding the lead to the list has been removed. This will let you have lists dedicated to specific criteria that would otherwise be removed after the data retention time period has been passed. For example, Smart Campaign membership history is not retained after 25 months. If you are searching for members of a Smart Campaign, but a lead first became a member of the Smart Campaign more than 25 months ago, the search results would not include that lead. An easy way to work around that is to add your leads to a static list as part of the flow of the campaign. When creating your Smart Campaign, create a new static list with the same corresponding name (makes it easier to identify later). When building the flow of your campaign, add the "Add to List" flow step so that all leads going through the campaign will be logged on the list. Use Custom Fields Lead attributes and their field values are not affected by the Data Retention Policy. Use Smart Campaigns to populate custom fields with values based on activities your leads take. This will allow you to filter leads by these lead attributes that are not affected by the Data Retention Policy. A side benefit to this is that it is faster to search by lead attributes than by searching through lead activity logs. Example: This approach can work for many different activities, but let’s use form fill outs as an example. Let’s say you want to be able to identify leads who have been very active and have filled out more than 5 forms over their lifecycle. You could use the filter “Filled Out Form” with the “Min. Number of Times” constraint set to 5. However, if one of those forms filled out occurred more than 25 months ago, the filter would only be able to access 4 form fill activities in the activity log. Therefore, the lead would not pass the filter. Instead of using the “Filled Out Form” filter, set up a Smart Campaign to write to custom fields that show you how many forms they’ve filled out, and when the first one was. Here’s how to do it: 1. Create two new custom fields in Marketo, one Score Field, and the second a Date Field. 2. Create a new Smart Campaign 3. Add the trigger “Fills Out Form” set to “is any” to the Campaign Smart List 4. Add these two Flow Steps to the Campaign Flow: Flow Step 1: “Change Score” Score Field Name: your score field name Change: +1 Flow Step 2: “Change Data Value” Add Choice to Flow Step Choice 1: If “your score field name” “is empty” Attribute “your score field name” New Value: {{system.date}} Default Choice: Do Nothing This campaign will listen for any time a lead fills out a form, add +1 to your score field, and if it’s the very first form they’ve ever filled out, it will log the date of when it was done. If the lead has ever filled out a form in the past, there will already be a date value in the date field, so the flow choice would just skip over it and do nothing. Results You’ll See: With the original goal of identifying leads who have filled out more than 5 forms you’ll be able to filter for leads that have filled out at least 5 forms. In addition, this campaign will let you search for leads based on when they had filled out their very first form, regardless of how long ago it was. Since it’s stored in a lead field, it’s a lead attribute that is not affected by the Data Retention Policy at all.

Issue What BCC options are there for email sends? Solution Marketo support can enable BCC on request. If an email address is to be BCC'd on a batch email send, they'll get 1 BCC for every 1 email Marketo sends. (10k email sends = 10k BCC emails). This can be useful for archiving and compliance purposes, but should not be used for simple campaign confirmation. If you just want to make sure the email went out as scheduled, the easiest way is to create yourself as record in the database, and include yourself in the batch send. Only one BCC address is supported at this time, if multiple BCC recipients are required then it is recommended to create an alias which will forward the messages. This setting is applied to the entire instance, and will affect all emails sends from all Campaigns and Programs while enabled. Every email sent while this feature is enabled will result in a corresponding BCC email. CAUTION: Dedicated email address setup for the BCC email traffic must be able to handle high volumes of email. Discuss with your IT Team or email service provider to verify their Email Server can handle the estimated volume of incoming email. If the Email Server is not well equipped this feature can cause your Email Server to backlog, become unavailable temporarily, or reject the BCC emails. If the request is for a single email send, we recommend using the following CC process: Email CC | Adobe Marketo Engage

In offering a premium email delivery platform to our customers we carefully monitor our IPs for listings on blocklists (Top Blocklists – What You Need to Know.) The Marketo Privacy team maintains relationships with the major blocklists to better assist our customers in resolving these issues. When we find that one of our customers was responsible for a blocklisting we contact that customer and request some actions be taken to remediate the issue. In many cases we find that sending an email to a spamtrap address (What Is a Spamtrap and Why Do They Matter?) caused the blocklisting. Spamtraps are email addresses that have either never been used or have not been used for a long time and are now owned by anti-spam organizations. They are considered by these organizations as a sign of poorly maintained or inappropriately acquired addresses. Based on this assessment they conclude that the marketer is sending spam and consequently blocklist the sender. To prevent future blocklistings you'll need to review your recent activity to remove the spamtrap from your mailing. Finding the spam trap address can be difficult; they are closely guarded secrets of the blocklisting organizations and they do not share these addresses. We describe several strategies below. The best approach for you depends on the make-up of your database and the amount of behavioral history in your Marketo system.The goal is to isolate potential spamtrap addresses and remove them. The group of addresses you select should be broad enough to capture those potentially bad addresses but small enough not to suppress a huge portion of your database. Blocklists are not all the same - some provide Marketo with more information, some with less. If at all possible we will provide you with a date and a subject line to help you isolate potential traps. Step 1 To narrow the list of potential traps you should consider the following: Have you recently added any new leads or new lead sources? What is the source of these leads? Any purchased or appended email addresses should be removed because these data sources are often the source of newlyintroduced spamtraps. In addition lead sources like this can violate Marketo's Email Use and Anti-Spam Policy Have you recently added any older leads from another database that have not received email in the past year? Some email providers will turn an address into a spamtrap after a year of inactivity. If you have a list of addresses that had not received email for a year or more before recent email campaigns this list should be removed. Does your system use any custom fields to indicate customer status, event attendance, recent contact with your sales team, or other forms of engagement? Take advantage of this and isolate the inactive or nonresponsive segments of your database using all activity data you have available. Is there anything different about this specific mailing that makes it different compared to your previous email campaigns? Did you send any other mail on the same day? You could compare the recipient lists. Step 2 If you were able to identify newly introduced email addresses to your email program that are likely the source of the spamtrap suppress or remove those from your database so they will not receive email in future email campaigns. If you have not identified a specific data source than you should target the inactive or nonresponsive segments of your database for potential spamtraps. Because an individual does not manage spamtrap addresses, they are generally part or a larger spamtrap network; they will generally not show any form of activity. If you have behavioral history, the best approach to take is to identify the people who are not interacting with your company - not opening or clicking emails, not visiting the web page, not attending events, etc. Build an inactive Smart List using ALL filters: Was sent email the day of and day before the spam trap hit (please contact support@marketo.com for the date of the trap hit if you do not have this information already.) Lead “was created” date is at least 6 months ago Inactivity Filters Not visited web page is “any”; constraint date of activity “in past 3 months” Not filled out form is “any”, constraint date of activity “in past 6 months” Not clicked link in email is “any”, constraint date of activity “in past 6 months” Not opened email is “any”, constraint date of activity “in past 6 months” If you have custom database fields that would show other forms of activity feel free to add this into your inactive Smart List to exclude active leads. Step 3 Once you have created a smart list to identify these suspect leads you have several options. [Leads Tab > Lead Actions > Flow Actions] Remove leads from database Why waste your time on inactive leads? Set leads to Marketing Suspended = true to suppress from future mailings Marketing suspended is functionally equivalent to unsubscribe. These leads will still be available for other flow actions, tracking, or operational emails. To avoid suppressing an active lead’s email address you can create a daily recurring batch campaign to take any marketing suspended lead who "wakes up" and engages and set them back to marketing suspended is false. The daily batch campaign would be set to change Marketing Suspended back to false if the lead performed any specific activity in the last 24 hours like if they visit a web page, open or click a link in an email, fills out a form or has a lead status change. Here's how to set up the campaign: Smart List (using the "ANY" filter, not "AND"): "Visits Web Page" "Clicks Link in Email" "Fills Out Form" "Opened Email" All selectors for these filters should be set to 'any'. Flow: "Change Data Value" flow step Attribute: "Marketing Suspended. New Value: "False". Opt-In reconfirmation pass Create and release an email to inactive list with the following sample copy: "We have not heard from you in a while. Click this link to continue to receive messages." Anyone who does not click the link within 2 weeks should be set to Marketing Suspended. For recommendations on successful reconfirmation messages search our help articles on Successful Reconfirmation. Some mix of the above Many of our customers take a tiered approach to blocklist remediation. If they can identify inactive, low-priority leads they may choose to immediately delete or Marketing Suspend these while reserving a reconfirmation pass for higher priority leads. If your list includes extremely high value sales targets you might consider having your sales team reach out individually. If considering this approach we recommend that you export the list and try various sorting techniques to get a feel for the leads you're looking at before deciding on the best way to segment them for different tiers of attention. Step 4 You’re Done! Don't forget to fill out the delisting form

If you have submitted a support case and you feel that the case was improperly handled or that the solution being offered does not meet the communicated Marketo support expectations, then we would welcome the opportunity to look deeper at your specific support engagement and work with you on delivering a better resolution. Caution: If the item you're looking to escalate is related to a Production Down incident, please call the support line for your region to receive immediate assistance. Support Manager escalations are only handled during normal business hours. The phone numbers for each region are listed below, follow the prompts for P1: Americas: +1.877.270.6586, Direct: +1.650.376.2303 Europe, Middle East, & Africa: +353 (0)1 242 3030, UK: 0800 151 3030 Asia Pacific: +61 2 8031 8188 Japan: +81.03.4233.9014 How to Escalate: Option 1: Step 1. Navigate to the "Case Management" area of the support portal either by mousing over the Support tab and selecting "Case Management" or clicking the Support tab and click on the “My Case Management” button. NOTE: You will need an open or recently closed case in order to escalate to support leadership. Step 2. From here you will need to click on either an open or a recently closed* case: *Support Cases that have been closed for longer than 10 days are no longer eligible to be re-opened and we ask that you open a new support ticket for your current issue prior to escalating to a Support Manager. We ask that you have an open support ticket for a Support Manager to be able to address specific issues. Step 3. After selecting a case, click on the Escalate to Manager button: Step 4. A pop up will display and you will need to the purpose for the escalation and click on the “Escalate” button. Once your support escalation case has been submitted a Marketo Support Manager will contact you within 1 business day of your support region's support hours to address the issue. Option 2: You can email supportescalations@marketo.com to escalate your issues to our support management team. NOTE: Be sure to include your currently open Support Case number and the details of your escalation. This will help to ensure that a Support Manager can quickly identify the case tied to your escalation and follow up with you. Before you send an email to supportescalations@marketo.com you must have a current active support case closed support case that has been closed or is pending. Support Escalations are focused on the handling of current or recent cases. Brand new technical support issues that are sent to Support Escalations will be re-routed to our general case flow.

This is a article attached image Marketo offers a number of ways to contact Marketo Support directly for assistance from our different support regions. Support Portal (https://support.marketo.com) The Marketo Support Portal features a web form submission to submit support cases to Marketo Support. The form gives authorized support contacts the ability to provide details on the support issue that allows Marketo Support to efficiently and effectively assign your case to the best suited available support engineer. This is a article attached image Email to Case Submission Authorized Support Contacts can email their cases to: support@marketo.com Reminder: Cases submitted by email are all submitted with a P3 Priority Regional Phone Contact Information Marketo does feature the tried and true means of contact support, by the phone. Authorized Support contacts with any support entitlement of Business level or higher can contact Marketo Support by calling one of the regional phone numbers listed below. Region Contact Details Observed Holidays North America Hours: M-F, 6am to 6pm Pacific Toll Free US: +1 877 270 6586 Languages Supported: English New Year's Eve and Day Independence Day Thanksgiving Day and the Day After Christmas Eve and Day Europe, Middle East, Africa Hours: M-F, 8am to 5pm GMT Europe: +353 (0)1 511 9556 Languages Supported: English New Year's Eve and Day Easter Monday Christmas Eve and Day St. Stephen's Day Asia Pacific Hours: M-F, 9am to 6pm AET ANZ: +61 2 8031 8188 Language Supported: English New Year's Day Good Friday Easter (following Monday) ANZAC Day Christmas Day Boxing Day Japan Hours: M-F, 9am to 6pm JST JPN: +81 3 6478 6080 Language Supported: Japanese New Year's Day Coming of Age Day National Foundation Day Emperor's Birthday Spring Equinox Showa Day Constitution Memorial Day Greenery Day Children's Day Marine Day Health and Sports Day Respect for the Aged day Fall Equinox Labor Thanksgiving Day

Once you have submitted a case to Marketo support, we provide a simple way of staying connected to your case and the cases submitted from your company through the Marketo Support Portal. You can access the support portal through your Marketo instance by selecting Community in the top right corner: This is a article attached image You can also access the support portal directly at https://support.marketo.com and login with your Marketo credentials (login and password). This will not work for users with SSO. Once you are in the support portal you can Create a Case for Marketo Support or you can also review any cases that are open and being worked on by support or review your case history. Navigate to My Case management: This is a article attached image From the My Cases navigation you can access the following case views: This is a article attached image My Recent Cases* - Cases that you have opened in the past 30 days All Company Recent Cases* - Cases that any authorized support contact has opened in the past 30 days My Open Cases – Cases created by you that are being triaged by Support and pending Support’s response and are more than 30 days old My Closed Cases – Cases that were created by you and are now closed My Awaiting Fix Cases – Cases that were created by you where Marketo is developing a fix which will be implemented at a later date All Company Closed Cases – Cases that were created by you or your colleagues that are now closed All Company Open Cases - All open cases submitted for the account Company Awaiting Fix Cases – Cases that were created by you or your colleagues where Marketo is developing a fix which will be implemented at a later date Management Escalations - Escalations opened by you or your colleagues Survey Cases - Surveys that are available for you to fill out after a case is closed *Cases that have been opened for more than 30 days will move from Recent cases to Open cases To view specific case details, click a case number. This is a article attached image From the Case Details, you can perform the following: Close your Case - Select the "My Case is Resolved" button to close your case Add Comments - Provide additional comments to support or respond to a Support question Add Attachment - Provide any screenshots or documents that will help illustrate the issue you are reporting If your case has been closed there are two options available to you. Reopen - You can reopen your case if you are not satisfied with the case resolution by adding a comment in the case. Case Survey - Once your case has closed, please consider offering feedback on the level of Support you received.

Issue Issue Description There are two email bounce filters, "Email Bounces" and "Email Bounces Soft" and they both appear to function the same. Solution Issue Resolution There are two email bounce filters: Email Bounces and Email Bounces Soft The Email Bounces filter only references leads that have had hard bounces occur. The bounce codes associated with hard bounces are 1 and 2. The Email Bounces Soft filter only references leads that have had soft bounces occur. The bounce codes associated with hard bounces are 3, 4, and 9. More can be read on bounce codes here. Maintaining a Directory of Leads Bouncing Emails

Marketo Support's Mission is: To provide fast and friendly world-class support through creative, flexible solutions to empower Marketo Automation Software success. Areas of Responsibility: Technical Support Engineers (TSEs) are your initial point of contact for any technical questions or concerns. TSEs are responsible for troubleshooting issues within your Marketo instance and common include: My Marketo Marketing Activities Design Studio Lead Database Analytics Revenue Explorer (RCA/RCE) Calendar Deliverability Tools Search Engine Optimization (SEO) Web Personalization (RTP) Admin Community Our TSEs are not web developers and as a result they are unable to troubleshoot most types of custom coding (ie. HTML, JavaScript, XML, etc.). Our support team is able to help with the following types of non-custom code: Simple Munchkin Code Asynchronous Munchkin Code Asynchronous jQuery Munchkin Code SOAP API REST API Our TSEs are here to assist you and our support commitment to our customers is to always work towards providing an above and beyond support experience. Note: Our team is not against looking at custom code and, based on the subject matter expertise, our TSEs might be able to offer suggestions and recommendations, but we do want to make it clear that they are not responsible for fixing or updating any custom code that has been implemented. Response Time Our TSEs are bound to responding to your cases and issues within the Service Level Agreements from your account's level of support services. We track response milestones to ensure that your cases are being handled in a timely manner as dictated by our agreed to Service Level Targets.

Leads can be auto unsubscribed due to default Feedback Loop setup with the ISPs listed on this page. You can use the following filters to find leads that have clicked the SPAM button in your emails: Filter 1: Data Value Changed Attribute: Unsubscribe New Value: True Reason: Contains, Customer Complaint Received from ISP. (Optional to Specify what Email Domain) Filter 2: Email Address Email Address: Contains, @domain.

Issue Emails cannot be delivered from the Marketo instance and the following Soft Bounce code was recorded in the record's activity log. 554 5.4.7 [internal] (last transfail: 435 5.7.8 Authentication credentials invalid) Environment Dedicated IP Address SMTP Relay credential invalid Soft Bounce Code: 554 5.4.7 [internal] (last transfail: 435 5.7.8 Authentication credentials invalid) Cannot send email Email Delivered not recorded in activity log Solution Provide Marketo Support with the updated credentials so Support can create an internal request to get the update the credentials on Marketo's end. The process can take up to three (3) business days to complete. Note: Avoid using special characters in the password such as quotation mark (") as it can alter the configuration. Root Cause The credentials for the SMTP Relay has been changed and no longer match what is stored in Marketo. In most cases it is the password as it need to be change on an annual basis.

What is a Blocklist? Can I Still Send My Emails, or Are You Blocking Me from Sending? What Is a Spamtrap and Why Do They Matter? Can You Give Me the Spam Trap Address That Triggered the Blocklist So I Can Remove It from My Database? Can You Give Me More Information regarding the Blocklist Issue? What Is the Quarantined IP Range? I Sent This Email Campaign a While Ago. Why Am I Only Getting Notification of the Blocklist Issue Now, and Am I Still Blocklisted? The Blocklist Notification Went to the Wrong Email Address. Why Was It Sent to That Address? Which blocklists should I be concerned about? - Top Blocklists – What You Need to Know How do blocklist issues get resolved? What steps do I need to take to resolve the blacklist issue? - Blocklist Remediation

Summary You have set up a campaign or campaigns in the Email Deliverability Tool (250ok), but there is no engagement metric showing Total opens and Unique opens, which should be available in the ‘Engagement Overview’ in the Email Deliverability tool. You would need to ensure that you have configured the necessary setup for the tracking to work in the Email Deliverability tool. Issue Campaigns created in the Email Deliverability tool (250ok) doesn’t show any engagement overview metric such as total opens and unique opens. Environment Email Deliverability tool (Production/Sandbox) Solution You would need to implement the necessary setup for the metric to show in the Engagement Overview in the Email Deliverability tool (250ok) Follow the steps below to ensure you have configured the setup for campaign tracking. 1. Ensure your DNS CNAME is configured. (All that is required is creating a CNAME DNS entry on this domain that points to 250analytics.com) For more information, you can refer to this external documentation: https://www.validity.com/knowledge-base/what-are-custom-domains-in-250ok-analytics/ 2. Insert the correct tracking pixel code retrieved from the Email Deliverability tool. 3. Always utilizing the ‘c=‘ tag in your tracking code for your campaigns to ensure the tracking is measured correctly in the Email Deliverability tool. (Obviously, the CNAME above is essential to have it set up correctly). You can follow a guide on how to implement the ‘c=‘ tag and retrieve the tracking pixel is here: https://help.returnpath.com/hc/en-us/articles/360046308092-How-Do-I-Add-My-250ok-Tracking-Pixel- Once you have all these configuration settings, you can start tracking your campaigns which are sent via Marketo in the Email Deliverability > Engagement Overview. Root Cause Mis-configuration or no configuration made causing the campaign tracking does not work.

A blocklist is a database that uses certain pieces of information to determine if an IP or domain is sending messages that could be considered spam. There are hundreds of blocklists out there, though only a handful of them are used widely enough to have a major impact on your email delivery rates. Blocklists are tools that are used by ISPs to inform decisions on whether or not to place a message in the end user’s inbox. If an IP or domain is on a blocklist, ISPs that use that blocklist to inform inbox decisions will not accept mail from that IP. Most blocklists are dynamic, meaning that they will delist automatically after a given period of time or when the sender’s email statistics improve. An IP will be included on a blocklist if certain criteria are met, and these criteria vary from blocklist to blocklist. Spamhaus, the world’s most well repudiated and widely used blocklist, has a great graphic that explains how their blocklist feeds information to ISPs and what happens from there. While blocklists use a number of methods to determine whether or not an IP is sending messages that could be considered spam, two of the most common are spamtraps addresses and user feedback. Spamtraps are email addresses that are not meant to receive email. Some spamtraps were created by anti-spam professionals and were never meant to receive email, while others are simply old invalid addresses that have been repurposed. You can read more about spam traps here: What Is a Spamtrap and Why Do They Matter?. Blocklists also rely heavily on feedback from users that tell them that a particular IP or sender is sending spam. We have to be strict about our Email Use and Anti-Spam Policy because in the rare event that one of our customers triggers a blocklist, any customer on the same IP range will be affected. To check if an IP is blocklisted, use this tool. If you have found that you are listed on a blocklist, please see this article, Blocklist Remediation, for a path to resolution. To learn more about specific blocklists, please visit our guide to the top blocklists, Top Blocklists – What You Need to Know.

Full Details of all Marketo Support Offerings: Support Levels Offered Service Level Response Targets Global Contact https://support.marketo.com: Online Support Portal for Case management and Knowledgebase search support@marketo.com: Email to Case Submission supportescalations@marketo.com: Contact Support management regarding Support services marketocares@marketo.com: Questions regarding Support or Community access Regional Contact Information Americas: Hours: M-F, 6am to 6pm Pacific Toll Free US: +1 877 270 6586 Direct: +1 650 376 2303 Languages Supported: English, Spanish Observed Holidays: New Year's Day Independence Day Thanksgiving Day and the Day After Christmas Day New Year's Eve Europe, Middle East, & Africa: Hours: M-F, 8am to 5pm GMT Europe: +353 (0)1 511 9556 UK: 0800 151 3030 Languages Supported: English, French, German, Portuguese Observed Holidays: New Year's Day Easter Monday Christmas Day St. Stephen's Day Australia Hours: M-F, 9am to 6pm AET ANZ: +61 2 8031 8188 Languages Supported: English Observed Holidays: New Year's Day ANZAC Day Christmas Day Good Friday Easter Monday Boxing Day Japan: Hours: M-F, 9am to 6pm JST JP: +81.03.4233.9014 Languages Supported: Japanese Observed Holidays: New Year's Holiday Marine Day Coming of Age Day Respect for Senior Citizens Day National Founding Day National Holiday Spring Equinox Day Autumnal Equinox Day Day of Showa Sports Day Constitution Memorial Day Culture Day Green Day Labor Thanksgiving Day Children's Day Emperor's Birthday Substitute Public Holiday Year End After-hours Support for Production Down Issues: Online: Enter a Support Portal Case with Priority=P1 Phone: Call Support Line and follow the P1 prompts Initial Response SLT We ask that you use the following priority definitions when setting your case priority: Priority Description P1 Critical Business Impact: Customer's production business functions are down or have significant data loss or service degradation and immediate attention is required to restore functionality and usability. P2 Major Business Impact: Customer's business functions have major service degradation or potential data loss, or a major feature is impacted. P3 Minimal Business Impact: Customer's business functions have minor service degradation but there exists a solution/workaround allowing business functions to continue normally. P4 No business impact: General question regarding current product functionality or an enhancement request.

Issue General recommendations for managing and improving deliverability to China. Solution If you are looking for general recommendations around delivering to China, here are some resources both from our Community and external sources. Navigating email delivery into China Golden Shield Project overview Sampi China Email Marketing and Chinese Anti-Spam Laws Summary English language version of the Measures for Administration of Email Service on Internet Lehman, Lee & Xu English language version of the Measures for the Administration of Internet E-mail Services 2006

Overview Add Leads to Static Lists Use Custom Fields Overview Lead records have two primary components – lead attributes and activity logs. Lead attributes are the fields and field values within the lead record. For example, Job Title is a lead attribute. Lead Name is a lead attribute. Activity logs record the actions Marketo or the lead themselves have taken. For example, sending an email to a lead is an activity that would show in the activity log. If the lead opens the email or visits a tracked page, those activities would show in the activity log as well. Activities in the activity log are only retained for 25 months, or 37 if you have purchased the premium data retention option. The main way to store activity data beyond the Data Retention Policy timeframe is to use the Bulk Extract API. There are two other ways you can keep a reference of these activities after the end of the Data Retention period, and they can be referenced within the Marketo UI. This article will show you how that can be done. Add Leads to Static Lists Static lists will retain lead membership even if the activity of adding the lead to the list has been removed. This will let you have lists dedicated to specific criteria that would otherwise be removed after the data retention time period has been passed. For example, Smart Campaign membership history is not retained after 25 months. If you are searching for members of a Smart Campaign, but a lead first became a member of the Smart Campaign more than 25 months ago, the search results would not include that lead. An easy way to work around that is to add your leads to a static list as part of the flow of the campaign. When creating your Smart Campaign, create a new static list with the same corresponding name (makes it easier to identify later). When building the flow of your campaign, add the "Add to List" flow step so that all leads going through the campaign will be logged on the list. Use Custom Fields Lead attributes and their field values are not affected by the Data Retention Policy. Use Smart Campaigns to populate custom fields with values based on activities your leads take. This will allow you to filter leads by these lead attributes that are not affected by the Data Retention Policy. A side benefit to this is that it is faster to search by lead attributes than by searching through lead activity logs. Example: This approach can work for many different activities, but let’s use form fill outs as an example. Let’s say you want to be able to identify leads who have been very active and have filled out more than 5 forms over their lifecycle. You could use the filter “Filled Out Form” with the “Min. Number of Times” constraint set to 5. However, if one of those forms filled out occurred more than 25 months ago, the filter would only be able to access 4 form fill activities in the activity log. Therefore, the lead would not pass the filter. Instead of using the “Filled Out Form” filter, set up a Smart Campaign to write to custom fields that show you how many forms they’ve filled out, and when the first one was. Here’s how to do it: 1. Create two new custom fields in Marketo, one Score Field, and the second a Date Field. 2. Create a new Smart Campaign 3. Add the trigger “Fills Out Form” set to “is any” to the Campaign Smart List 4. Add these two Flow Steps to the Campaign Flow: Flow Step 1: “Change Score” Score Field Name: your score field name Change: +1 Flow Step 2: “Change Data Value” Add Choice to Flow Step Choice 1: If “your score field name” “is empty” Attribute “your score field name” New Value: {{system.date}} Default Choice: Do Nothing This campaign will listen for any time a lead fills out a form, add +1 to your score field, and if it’s the very first form they’ve ever filled out, it will log the date of when it was done. If the lead has ever filled out a form in the past, there will already be a date value in the date field, so the flow choice would just skip over it and do nothing. Results You’ll See: With the original goal of identifying leads who have filled out more than 5 forms you’ll be able to filter for leads that have filled out at least 5 forms. In addition, this campaign will let you search for leads based on when they had filled out their very first form, regardless of how long ago it was. Since it’s stored in a lead field, it’s a lead attribute that is not affected by the Data Retention Policy at all.

Issue You want to set up a DKIM key on one of your domains or subdomains, but another service has a DKIM key already set up on the selector/domain combo. Solution There are two approaches that can be taken here: The first is to get copies of the public and private key that are in use by the other service and provide that to our Support team. We will partner with our Deliverability team to work to process the request to have these keys copied into Marketo, so that both services use the same key. The second option is to have a custom DKIM selector implemented. For example, there is already a DKIM key set up on m1._domainkey.unicorn.com. We can set up a key for m2._domainkey.unicorn.com or another custom value in place of m1. Let Support know what value you'd like to use for your custom selector and we will partner with our Deliverability team to implement the request. Afterwards, you'll be able to set up DKIM as detailed in documentation: https://docs.marketo.com/display/public/DOCS/Set+up+a+Custom+DKIM+Signature Once the request has been submitted, please allow 3-5 business days for Marketo to process the request. Marketo's Support team will contact you when the request has been completed.

The Charter of Fundamental Rights of the European Union recognizes in Article 8 the right to the protection of personal data. This fundamental right is developed by the European legal framework on the protection of personal data consisting mainly of the Data Protection Directive and the ePrivacy Directive. They lay down several substantive provisions imposing obligations on the data controller and recognizing rights to the data subject, prescribing sanctions and appropriate remedies in cases of breach, and establishing enforcement mechanisms to make them effective. Although strictly speaking it is data controllers who bear legal responsibility for complying with data protection rules, also those who design technical specifications and those who actually build or implement applications or operating systems bear some responsibility for the data protection aspects from a societal and ethical point of view. The law applies to all Member States of the European Union. However, even websites outside the EU are required to comply with the law if they are targeting Member States. For example, a site based in the USA that sells products to consumers in the UK, or that has a French-language version of its site aimed at users in France, will still have to comply. Anonymous cookies, those that do not contain information that would enable you to identify a user, do not infringe the law anonymity and therefore are not a problem. The directive’s core requirement is to define how consumer’s "opt-in" or "opt-out" to cookies, and what level of information the consumer must be provided when cookies are used so they are sufficiently informed. Support Browser Do Not Track Settings https://docs.marketo.com/pages/viewpage.action?pageId=2951124 Visits to web pages do not reflect actual activity https://nation.marketo.com/docs/DOC-1300

Knowledgebase

Welcome to Premier Business Support

Storing Activity Data Beyond Retention Policy

BCC Options For Emails Sent By Marketo

Blocklist Remediation

Escalating a Support Issue

Contact Marketo Support

Managing your Support Cases

Difference Between Email Bounce Filters

Marketo Support Policies

Finding Leads that are Auto Unsubscribed for Email Spam Complaints / Feedback Loop (FBL)

Soft Bounce Details: 435 5.7.8 Authentication credentials invalid.

Blocklists: Frequently Asked Questions

Email Deliverability Tool - Campaigns Not Being Tracked

Blocklists: Frequently Asked Questions

What is a Blocklist?

About Support

Deliverability to China - Resources

Customer User Guide - Marketo Customer Support Links

Storing Activity Data Beyond Retention Policy

Custom DKIM Selector or Key

Marketing Automation and the European Privacy Laws