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Included in this article Overview Data you’ll get from Email Bounces Bounce Categories Hard Bounces Soft Bounces Bounce Details Building the Directory 1. Create 6 custom fields 2. Create a Program to house everything 3. Create a Static List 4. Create two Smart Campaigns Smart Campaign One - Logging Email Bounces with Bounce Details Smart Campaign Two - Remove Leads From the List After Successful Deliveries 5. Create Custom List View Showing Bounce Details Overview Bounce activities carry details for why the email was bounced, but it’s housed within the activity log entry, not in a field on the lead record, so it’s difficult to export that data. This article will show you how to extract that information to create a directory of leads bouncing emails and how to make the list automatically update. This will also create counters for bounces and successful re-deliveries after bounces happen. Data you’ll get from Email Bounces Bounce Categories Email bounces come in different types depending on why the email was bounced; Hard Bounces or Soft Bounces. Hard Bounces Hard Bounces come in two types, Category 1 and Category 2. Category 1 bounces are emails that have been marked as spam by the recipient mail server. Many email servers monitor blacklists or spam traps, so after de-listing with them, leads that have had a Category 1 bounce previously may be able to receive emails again. Category 2 bounces occur due to an email address that is invalid or doesn’t exist. Soft Bounces Soft Bounces come in three different types, Categories 3, 4 or 9. Category 3 bounces are usually temporary, caused by full mailboxes, timeouts, or throttling. Any email with this designation has been retried for up to 24 hours (36 for AOL). Category 4 bounces are caused by technical problems, Transient Failures, Admin Failures, DNS Failures. Any email with this designation has been retried for up to 24 hours (36 for AOL). Category 9 bounces are unknown, undetermined or gibberish details. Any email with this designation has been retried for up to 24 hours (36 for AOL). Bounce Details When an email is bounced, the recipient mail server includes details of why it was bounced. These are created by the admin of the recipient mail server and vary greatly, but most will give some explanation that can give valuable information. Email Bounce Codes Building the Directory 1. Create 6 custom fields You’ll need 6 custom fields, two DateTime fields, two Score fields, and two String fields Name the DateTime fields “Bounce Date” and “Email Delivered After Bounce”. Name the Score fields “Email Bounces” and “Deliveries After Bounces” Name the String fields “Email Bounce Details” and “Email Bounce Category” Directions for creating Custom Fields can be found here: Create a Custom Field in Marketo 2. Create a Program to house everything Use a default program type and name it "Directory of Leads Bouncing Emails". Info on creating programs can be found here: Create a Program 3. Create a Static List This static list will be your actual directory that contains all of the leads that are currently bouncing emails. Name it "Active Bounce List". Info on creating a static list can be found here: Create a Static List 4. Create two Smart Campaigns These two Smart Campaigns are what will be used to add and remove leads from your active bounce list. Info on creating Smart Campaigns can be found here: Create a New Smart Campaign Smart Campaign One - Logging Email Bounces with Bounce Details Your first Smart Campaign will be used to listen for any email bounces that occur. The campaign will populate the “Bounce Date”, “Email Bounce Category” and “Email Bounce Details” fields. It will then add one point to the “Email Bounces” score field which can be used to count how many bounces have occurred per lead. Lastly, the campaign will add the lead to the static list which will be an active directory of leads who are bouncing emails. Campaign Smart List Use the two triggers of “Email Bounces” and “Email Bounces Soft” in the Smart List. Set both triggers to “is any” so that they will fire whenever any email bounces for any reason. Campaign Flow The Flow of the campaign will have 5 flow steps. The flow will use a System Token and some Trigger Tokens, which can be used to pull details out of the action that activated the trigger. In this case, the Trigger Tokens will be pulling out the details on why the emails were bounced. That info is in the bounce message and is logged in the lead's activity log. Normally you'd have to comb through the activity log one at a time to find these details for each individual lead. This method, however, will pull the details out automatically for all leads. Flow Step 1: Change Data Value Attribute: “Bounce Date” New Value: {{system.dateTime}} Flow Step 2: Change Data Value. Attribute: “Email Bounce Category” New Value: {{trigger.category}} Flow Step 3: Change Data Value Attribute: “Email Bounce Details” New Value: {{trigger.details}} Flow Step 4: Change Score Score Name: “Email Bounces” Change: +1 Flow Step 5: Add to List List Name: “Active Bounce List” Smart Campaign Two - Remove Leads From the List After Successful Deliveries Campaign Smart List The Smart List of the campaign will need a trigger for “Email is Delivered” set to “is any” and also a filter of “Member of List” looking just for leads that belong to your Static List. This way, the campaign will only apply to leads who have had an email bounce but have then had an email successfully delivered afterwards. Campaign Flow The Flow of the campaign will have 3 flow steps to do the following; log when the email was delivered, add a point to the "Deliveries After Bounce" Score Field, and remove the lead from the "Active Bounce List". Flow Step 1: Change Data Value Attribute: “Email Delivered After Bounce” New Value: {{system.dateTime}} Flow Step 2: Change Score Score Name: “Deliveries After Bounces” Change: +1 Flow Step 3: Remove from List List Name: Operational.Active Bounce List 5. Create Custom List View Showing Bounce Details The custom fields you’ve created for email bounce information won’t show automatically in the view of your list. You can create a new view of the list to show just this information so that when it is exported it will give you only the email bounce information you need. Once the list has the necessary details, it can be exported with those columns included so that you can work with it. You can identify emerging trends and issues with your deliverability by looking for common themes among the bounce details. Directions for creating Custom Views can be found here

Issue You are experiencing slow processing of campaigns, smart lists, and reports. Solution There are three key components that can slow down an instance: Number of trigger campaigns: Trigger campaigns are always on, always listening. If there are 50 campaigns triggering at the same time, all the 50 triggers will be in queue, slowing down your processing and routing inside Marketo. Solution: Reduce the number of Triggers. Convert some of the triggers to batches: Batches also run all the flow steps for every lead at once, instead of serially, which reduces total processing time. Complexity of smart lists: The more complex a smart list, the harder it is for the system to figure it out, which increases backend processing and even creates campaign failures from timeouts. Solution: Reduce the number of nested smart lists called in a smart list. Whenever you ask Marketo to call another Smart List, it has to wait until all of the other smart lists finish, before putting together the final counts. Instead of Marketo looking for the list and running it, just put the filters in the trigger itself. Volume of Leads: With regular cleaning and good systems design, it is fairly easy to keep your system running fast. Reduce the number of leads that can flow through with filters. Clean up the inactive leads at regular intervals.

Issue External tracked webpages are not showing up in "Visited Webpage" or "Filled Out Form" Smart List filter. Solution Munchkin tracked pages will not show up in Smart List filters until a known lead visits the webpage. To make sure the webpage shows up, do the following: Make sure that you have the Munchkin tracking code on those webpages. Use a test lead to visit the page and you may have to fill out a form or send an email to the lead to make sure that the lead is tracking on your machine. Check the test lead's activity history to make sure the visit is logged. Try entering the webpage in the filter again. Note :- Customizing Munchkin code can also be responsible for the same.

Issue You want to see how many (and maybe which) records have been sent a specific piece of content by a nurture stream. Solution In the Streams tab of your Engagement Program, change your view from "Content" to "People". You will see numbers below each piece of content indicating how many were last cast this piece of content and how many have been cast it total. Click on one of these numbers to see the specific records which constitute that total. Please note that the last cast is not necessarily the most recent cast of the Engagement Program, it is the last time that piece of content was sent by a cast. The "Last Cast" of the first piece of content may be from three weeks ago, while the last cast of the third piece of content may be from this week.

Issue Issue Description One (or several) of the emails in your Engagement Program stream with Recipient Time Zone enabled failed to send but there was no failure or error message. You edited the email(s) within 25 hours of the next scheduled cast. Solution Issue Resolution Our Engagement Program documentations states that "We require you to schedule the first cast at least 25 hours in the future because there may be people who qualify for the cast in every time zone across the globe." (https://docs.marketo.com/display/public/DOCS/Schedule+Engagement+Programs+with+Recipient+Time+Zone) This also applies to making edits to emails. If you edit an email in an Engagement Program stream with Recipient Time Zone enabled within 25 hours of the next scheduled cast. The pre-processing is disrupted and the email will fail to send. To avoid the issue please either 1) disable Recipient Time Zone 2) refrain from making edits to the Engagement Program streams or assets 25 hours before the next scheduled cast. Who This Solution Applies To Customers using Engagement Program with Recipient Time Zone enabled

Issue Issue Description 'Members by Status' Not Shown on Engagement Program Summary - Only 'Members by Stream' Solution Issue Resolution The 'Members by Status' section that you can see on the Summary page is replaced by the 'Members by Stream' section in an Engagement Program. You should be able to see how many members have which Status on the Dashboard page. This will also show any additional Statuses that you may have added to the Channel. However, all of this information is available on the Details page for the Engagement Program in Marketo Sky.

Issue Issue Description An email has been added to multiple streams within the same nurture program, for example stream 1 and stream 2. Would a lead that received the email in stream 1 receive the same email from stream 2? Solution Issue Resolution No, Engagement Program will still apply the rule of not sending the same email to leads more than once as long as the email ID in stream 2 is the same from stream 1.

Issue Issue Description Smart Campaign within a default program has members but these are not displaying under the results for total program members or in Program Performance reports. Solution Issue Resolution Default programs do not add members to the program automatically. An "Add to Program" or "Change Program Status" flow step must be included in the Smart Campaigns that exist within the default program to make the leads members of the program.

Issue Issue Description You would like to change the order in which the emails are being sent to leads but some of the leads have received several emails from the stream already. If the order of email is changed would those leads receive the same emails again? Solution Issue Resolution If a lead has received the email previously from any campaign or program then they will NOT receive this email as long as the email ID remains the same. Marketo will go down the list of emails within the stream until it finds one that has not been sent to the lead and this will be sent to the lead at the time of the engagement program cast.

Issue Issue Description How to add a seed list in a batch Smart Campaign or Email Program. Solution Issue Resolution Import the seed list addresses into an appropriately-named static list Add a filter in the Program/Campaign Smart List to include the static list. The trick will be to make sure the filter logic is correct. Advanced Logic may need to be used in the Smart List of the Program/Campaign. For example, if there's a sending campaign with 5 filters to send to an audience 1 AND 2 AND 3 AND (4 OR 5) then you will want to use Advanced Logic and put parentheses around the original filter set (1 AND 2 AND 3 AND (4 OR 5)) and add the seed list outside the parentheses with OR logic (1 AND 2 AND 3 AND (4 OR 5)) OR 6 In that advanced logic, the original intended membership (1 through 5) exist within its own set of parentheses and the Seed List is included in addition (OR 6).

Issue Description Importing a program from one subscription to another is failing and is returning the following error sent via email: Marketo encountered an error while importing [Program Name] The token "lead.First Name" is not available in the destination subscription. It is either a custom field that you have to create or need to be synced from your CRM system, if you use one. Issue Resolution Check if there is any malformed lead.First Name token in email Check if there is any malformed lead.First Name token in email template used by the email(s) in the program Check if there is any malformed lead.First Name token within a program token Check if there is any malformed lead.First Name token within smart campaign flow step(s) This error has been known to occur when the email template had a lead token coded as follows, with a line break between 'First' and 'Name': {{lead. First Name}} Note: In this scenario, the error message received via email is actually referring to the token in the email template that contains a line break between 'First' and 'Name' but is stripped out on the message when HTML is rendered. Who This Solution Applies To Customers importing programs between two instances

Issue You are trying to identify your most active leads and set up a Smart List with an "Opened Email" or "Clicked Email" filter using "Email 'Is Any'" and a "Min number of Times" constraint, but are not sure if results are based on individual emails or 'all' emails in the 'Date of Activity' range. Solution These filters read from the Activity log so the min number of times constraint is based on all emails for a given record For instance, consider a record that has received Email 1 twice and Email 2 once. To meet the minimum qualifying threshold of three, the record qualifies since it has a total of three email send activities (two from Email 1 and one from Email 2). The same criterion applies to click activities. Note: An open activity is recorded only once per email per record. For further details, you can read more here .

Issue You may experience this error when we create campaigns in SFDC using Marketo Campaign sync through a program. Solution The error that we are receiving indicates that the User Profile that Marketo uses to log into Salesforce doesn't have permissions inside of SFDC to create campaigns. To test this, log into Salesforce using the Marketo sync credentials and try to create an SFDC campaign. If you are unable to do so, then Marketo cannot create campaigns via the sync. You would need to work with your SFDC Admin to grant the Marketo sync user permission to create campaigns in SFDC. If still there is an error, please contact the Salesforce support team, since this error is coming from Salesforce.

Issue Leads were sent the email and clicked on a web page link on the email. However, the web page activities were not associated to these leads. Solution Issue Resolution Check that the link clicked in the email has tracked link enabled If the web page activities are associated to other records (e.g. duplicates), then: Check who was 'cookied' on the web browser before the visit web page activity was recorded for the other records. This can be checked by looking at the web page activities recorded in the activity log. Check the User Agent details of the Click Link activity of the lead that was sent the email and compare it with the User Agent details of the Web Page Visit activity of the other record. The following tool can be used to help interpret the device details from the User Agent details: https://developers.whatismybrowser.com/useragents/parse/#parse-useragent In case of a non marketo landing page , check whether the munchkin is enabled correctly over the page without any customization. Reference Doc :- Munchkin Tracking

Issue Description Duplicate records were sent an email from an Email Program. Issue Resolution While Marketo prevents sending emails to duplicate records (i.e. same email address) via the same smart campaign, it is possible to send an email to duplicate record when there is A/B test configured for the email program. Specifically, one record can be sent an email from the test sample size while the duplicate record can be sent the email from the winner sample size [see For example, if there are two records for "mary@mail.com" in the audience, Mary can be sent two emails as follows: One record can be sent the email by qualifying for receiving the test from the sample size of the A/B test The other record can be sent the email by qualifying for receiving the winner from the sample size of the A/B test Note: sending the test and sending the winner utilizes individual campaigns which is why the systematic deduplication of emails within a smart campaign does not take effect for this scenario. To prevent this from occurring, exclude the duplicate records from the smart list of the email program.

Issue Description You have created a Smart List with a filter for a date type field and you are using the constraints either “before” or “on or before” a particular date. However, records with empty value on those field get qualified. Issue Resolution When you create a Smart List using a date field filter (e.g., Date of Birth, SFDC Created Date) and use the “before” or “on or before” constraints, the Smart List will also include people who have no value in said date field. This is an expected behavior as by default Null value is treated as a timestamp with a default value (e.g Jan 1 1900). This is similar to a token having default value and this is also mentioned as a caution within our knowledge base document over here. The work around is to use an addition filter or to make sure that the date value is populated for all the records. You can learn the importance of date stamping in this Champion blog post.

Issue Users may notice that unsubscribed or blacklisted leads still appear within the Audience section of an Email Program. Environment This issue is relevant to all Marketo users who are managing Email Programs and observing the Audience list. Solution Despite being blocked or blacklisted, leads will continue to be displayed in the 'People' list of a Program or Campaign's audience, as they still fit the criteria for the Smart List of that particular asset. The Audience list includes all individuals who meet this criteria. The blocked leads do get recognized and listed under the Blocked list of that specific program. However, this Blocked list is considered a part of the broader Audience list. If you prefer these leads to not show up in your Audience, you can modify your Smart List filters. For example, apply the "Unsubscribed is False" filter. Root Cause This situation arises because the Audience count encompasses all leads that qualify for the Smart List, including those that are blocked or blacklisted. The system recognizes and lists these blocked leads separately, but they remain as a subset of the overall Audience.

Issue Description Customers based in our Sydney datacenter experienced a service issue which caused an intermittent disruption in email sends beginning 10:30 AM AEST local time on November 12, 2018. This issue was resolved at 1:00 pm AEST and all emails are now sending normally. No customers outside of the Sydney datacenter were impacted. During the impacted time frame, some email sends were lost and will not be delivered. The issue occurred intermittently during the affected time, so some emails were sent successfully, while others were not. This documentation provides details on how to identify the impacted lead records. Identifying Affected Leads Symptoms All lead records that were sent emails during the impacted time will show an "Email Sent" activity (as per normal behavior) Leads that were not impacted and successfully had emails sent will show the corresponding "Email Delivered" or "Email Bounced" activities (as per normal behavior) However, the impacted leads that emails did not send to will NOT have any "Email Delivered" or "Email Bounced" activity. They will show the "Email Sent" activity, but there will not be any corresponding activity to indicate what the result was - Delivered or Bounced. The emails that failed to send will not be retried. Leads impacted by this service issue will not receive the email unless customers choose to re-send it through another Campaign or Email Program send. Using Smart Lists to Identify Leads To identify affected leads create the following Smart List: Filter logic: ALL filters Flow Step #1: Was Sent Email Email is any Date of Activity is ‘2018-11-12’ Flow Step #2: Not Was Delivered Email Email is any Date of Activity is ‘2018-11-12’ Flow Step #3: Not Email Bounced Email is any Date of Activity is ‘2018-11-12’ Flow Step #4: Not Email Bounced Soft Email is any Date of Activity is ‘2018-11-12’ Once complete, your Smart List will look like this: The lead records returned by this Smart List will be the impacted records that did not have emails sent during the affected time frame. *NOTE: In a limited number of circumstances, there is a possibility that a very small number of leads did not have the "Email Sent" activity logged. This will be an uncommon occurrence, if it happens at all. Who This Solution Applies To Customers in the Sydney Datacenter. No customers whose Marketo instances are located in other datacenters are impacted in any way. Where to get additional help If you would like any additional help please contact Marketo Support.

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

Marketo Program Salesforce Campaign Status Mismatch

Marketo Running Slow

Webpage Not Showing up in Visited Webpage or Filled out Form Smart List Filter

How to Cache or Freeze a List with Random Sample

See Number of People Sent a Piece of Content by a Nurture Stream

Email in Engagement Program Failed to Send

Member Statuses Not Shown on Engagement Program Summary

Having the Same Email within Multiple Streams in a Nurture Program

Default Programs Not Assigning Program Statuses Automatically

Changing the Order of the Content within a Stream of an Engagement Program

Adding Seed List to Smart List in Batch Campaign or Email Program

Error Importing Program – Token Is Not Available in the Destination Subscription

Using "Opened/Clicked Email - Email is Any" with a "Min Number of Times" Constraint

SFDC Campaign Sync Error - Failed: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY: entity type cannot be inserted: Campaign

Web Page Activities Not Associated to Leads after Clicking Link in Email

Find Records in Marketo That Have Not Synced to Salesforce

Duplicate Records Were Sent an Email from an Email Program

Empty Value on a Date Field Qualifies for the Filter Condition Even Though the Filter Condition Is Looking for a Value “Before” or “On or Before”

Email Program Displaying Blocked Leads in the Audience List

Sydney Datacenter Email Send Disruption 11/12/2018