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When lead/contact is deactivated in Microsoft Dynamics CRM Marketo treats this as a delete and sets the “Microsoft is Deleted” flag to true. This is when a lead/contact is manually deactivated in Microsoft Dynamics CRM. When a record is set to deactivated because of conversions/merges, please see those sections on detailed behavior.
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Marketo initiates a sync with Microsoft Dynamics CRM approximately 5 -10 minutes after the previous sync cycle finishes. The time needed to complete a sync cycle depends on the number updates on the two sides.
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Marketo syncs all the records the Sync User has access to. The association between a record in Marketo and Microsoft Dynamics CRM is maintained using the native Microsoft Dynamics CRM IDs.
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No, once you sync Marketo to any CRM you cannot change it to a different CRM. Please contact Marketo Services for options here.
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Yes, this can be done. There are a couple of things to keep in mind so please contact the Marketo Services team for more information on this approach.
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No. Once you sync a Marketo instance to a Microsoft Dynamics CRM instance you cannot sync that same Marketo instance to a different Microsoft Dynamics CRM instance. You can however change the sync user to a different user within the same Microsoft Dynamics CRM instance.
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Yes. You will need a dedicated Microsoft Dynamics user for the purpose of the integration. We call this user the Sync User.
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Marketo natively supports the following versions of Microsoft Dynamics CRM: Microsoft Dynamics CRM Online.  Authentication types supported: Windows Live ID and Office 365 Microsoft Dynamics CRM 2011 with IFD Microsoft Dynamics 2013 with IFD. For Dynamics OnPremise (2011 and 2013) the authentication type we support is ADFS (Active Directory Federated Services). We support ADFS 2.0 and 2.1 and will always support the latest version publicly available ADFS.
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The fields and records that will sync from Salesforce are defined by the permissions of the Marketo sync user. Therefore, if you want to prevent specific records or fields from syncing with Marketo, change the permissions of the sync user so they do not have access to the records and fields you do want to sync.
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Here it is: Your guide to understanding merges in Marketo, in Salesforce, and how the two interact. Merging Two Leads We begin with two records in Marketo which have been synced to Salesforce. Both are leads in Salesforce, not contacts. Lead A, Marky Marky, has a Marketo ID of 1001446 and an SFDC ID of 00Qi000000vJ0hK. Lead B, Markee Marquee, has a Marketo ID of 1001447 and an SFDC ID of 00Qi000000vJ0hU. We wish to merge these leads in Marketo. In this example, I first select Lead B, and then hold SHIFT to select Lead A as well. Then right-click in the highlighted area to bring up the Lead Actions drop-down (or click Lead Actions at the top of the screen), and select Merge Leads from the choices. Now I see the Merge Leads dialog box, where we decide which conflicting field values we want to win. We could click the box next to "Lead 1" if I want all of Markee Marquee's values to win. Instead we check the box next to "Marky" because we want that to be their first name, rather than "Markee". Then we click merge. Note: whichever record was most recently updated will be pre-checked to win field conflicts. Here's the result. Note how the remaining single lead has the ID 1001447, that of Lead B, the first one we selected. The first record you select is the target record - this records remains while the other record is deleted, it's field values, activities, and program memberships merged into this winning record. The leads are also merged in Salesforce, and the remaining record there has the ID 00Qi000000vJ0hU (Lead B) as we would expect. Merging Leads and Contacts Here we begin with a lead and a contact. We have a lead, Marky Marquee (Marketo ID1001447, SFDC ID 00Qi000000vJ0hU), and a contact, Joe Hill (Marketo ID 1001448, SFDC ID 003i000002KAFGa). We first select Marky Marquee (the lead) and then select Joe Hill (the contact), and conduct the merge as we did above. This time, however, the second record we clicked, Joe Hill, shows up as "Lead 1". This seems to contradict what we said earlier, but it's happening because the second record is the contact, and the contact is always going to be the target record. I want Marky's name to win out, so I check their First and Last Name and then click Merge. Note: this will cause an error if the Marketo sync user in SFDC doesn't have the Convert Leads permission. Note that the remaining record has the ID 1001448, the ID of the contact, even though that wasn't the first record we selected in Marketo. The contact is always the one which remains. Program Memberships Here we have two leads: Dexter Science (ID 1001451) and James Frankough (ID 1001452). We add James to two programs, Program Example 1 and Program Example 2. We can see this in their activity log: Now we merge the records, selecting Dexter first (so they'll be the winning record), but we check James's values for the First and Last Name. Below is their activity log after the merge. Notice that there are new Change Program Status activities - because the target record in the merge was 1001451, but the programs were associated with 1001452, the system has to copy their program statuses over during the merge. If you double-click one of those activities, it gives "Lead merge transferring program membership (transfer)" as the activity's Reason. Activities caused by merges can trigger campaigns. For example, suppose there is a smart campaign with the trigger Program Status Changes, for an old program with no activity in months. Activities caused by a merge like this could trigger such a campaign. To prevent this from triggering campaigns, we can add Reason as a constraint: Campaign Memberships Next, we have two leads: John Doe (ID 247) and Johnathon Doe (ID 248). We've associated John Doe with two SFDC Campaigns: Campaign Example 1 and Campaign Example 2. When we merge John Doe into Johnathon Doe, since the target lead is ID 248 and the campaigns are associated with ID 247, it has to copy them over - just like it did with campaign memberships. However, unlike with program memberships, it does not provide a Reason in the Add to SFDC Campaign activity following the merge, meaning there's no easy way to prevent this from triggering campaigns which use the Added to SFDC Campaign trigger.
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This article describes how to use Marketo email templates. Templates allow you to "write once, publish many times." Email copy writers can use a single template for emails, ensuring that you, as the template editor, have control over the structure of emails. IMPORTANT: You should be proficient with HTML before you create Marketo email templates. Customers have the option of bypassing email templates and paste in fully made emails into the email editor directly.  If would rather not use the Marketo template system, you can replace your email template's HTML with the Replace HTML function in the HTML Tools pulldown. Creating a New Template From the Design Studio, use the New menu to create a New Template: The Create New Template window opens. Enter a New Template Name and optionally add a description.  Click Create when you're done. The Email Template Editor opens in a new window, showing the Preview tab. Note: If you receive a browser warning about pop-up windows, choose to allow all popups from the Marketo domain. From the Email Template Editor window, click the HTML Source tab. Replace the HTML in this window with the HTML for your template. Click the Preview tab to see what your template looks like. Making Sections of Your Template Editable Right now, the content of the template is NOT editable. You will want to make sections of the email editable for the copy writer to update. While at the same time, you will want to keep sections of the email unchangeable, like a company logo, headers and footers, style elements, etc etc. Put a <div> or <span> tag around the the area of the text you want to make editable, give it a class of mktEditable and include a unique id like this: <div class="mktEditable" id="somethingUniqueWithNoSpaces"> Content you want to be editable.  Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. </div> IMPORTANT NOTE: You must use a <div> or a <span> tag to wrap your text. All other tags may cause errors.  Always use a unique ID for each section. After you add this HTML around the area of the text, go to the Preview tab and click the Show Edits button in the menu bar. The editable parts will be highlighted in yellow. You can make additional sections editable also, but make sure you assign each one of them a unique id in your HTML. Copy writers will be able to use this template to create their emails. Adding Tokens A token is a dynamically updated field you can add to your email that will select information from the database. In the following example, we selected the First Name and Last Name tokens to add to the email. All the leads who are sent this email will have their first and their last names automatically inserted when it is sent to them, making the email more personalized. From the Email Template Editor, click the HTML Source tab. From the Palette, search for the desired token using the Quick Find box.  Example: First Name Drag the tokens to the section of the HTML where you wish the text to render.  Then replace the default value with the text that you want to appear if there's no field value. Click the Preview tab to see how the tokens appear in the email. The edited text now appears in the email. What if the value of the token is empty? In this example, if your database does not have the first or last name for the lead, then nothing would appear in that space in the email. However, you could edit the tokens to have a default value to say something like "Valued Customer" in case the token does not have a value to render.  Just replace the text "edit me" with the desired default value. Note:  When you send a test email, the default values will always be used. Validating the HTML Before you send the email, you should make sure you are using valid syntax with no errors. IMPORTANT NOTE: HTML Errors will cause your spam score to go up.  Ensure deliverability with valid markup.  A common error is to miss an alt="alternate text for an image" attribute in an image.  Most email clients block images, so this is a critical error to avoid. From the Template Designer, click Validate HTML. The HTML Validation Summary window appears. In this particular example, the template is missing a </div> tag in line 63 column 29 of your template, so the window shows a syntax error. Click the OK button. Go back to the HTML Source tab and fix the error. Click the Validate HTML tab again. If you fixed the HTML syntax error, you should see the following window: Sending a Test Email From the Template Designer, click Send Test Email. The Send Test Email window appears.  Either enter valid email addresses in the Send To field separated by commas (,) or pick a set of previous recipients using the pulldown. Click the Send button when done: The email should take a few seconds to arrive.  It may take longer depending upon how it is processed by your mail server. Approving the Template When you are done with your changes to the template, you need to save it. From the Template Editor, just above the Palette, click Save & close to close the template. Note: You do not have to click Save & close to save the template. It saves automatically while you are working on it. The template has not yet been approved. Until it is approved, it cannot be used by any copy writers. To approve the template: Click the Design Studio tab. Right-click the template in the left tree. Select Approve draft. Look at the template in the Design Studio in the left tree. Approval is indicated by a check next to the template name. Your template is now ready to go.  You can move on to creating emails in Marketo based on that template. Best Practices for Creating Emails Use the Marketo B2B Marketing Resources to learn best practices for created targeted email campaigns.
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New Lead with no email address and no Marketo cookie: If a new lead fills out a Marketo form. Their Marketo cookie is created, lead details (including the cookie) will be updated and the Lead-Database and RTP sync process will be initiated. They will then be known to RTP and eligible for 1:1 personalized RTP campaigns. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Lead with email address but no Marketo cookie: When a known lead with no cookie (e.g. a lead from a tradeshow or a list) receives a Marketo email campaign and clicks on a link in the email and arrives to the website, the RTP script runs and a new Marketo cookie is created for them. The creation of the cookie is also sent to the Lead-Database and initiates the RTP sync process for this lead. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Known Lead with email address and Marketo cookie: Any changes to the lead’s data will be synced between the Lead-Database and RTP within 5 minutes interval.
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Visit our Community Product Docs for help on how to do things in the new Marketing Nation Understanding the Community Community Icon Glossary Support in Community Community Profile Content in the Community Social in the Community
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1. Check the RTP Tag Verify that the RTP is properly installed on your website (see: Deploy the RTP JavaScript) In the developers console (under the Network tab) you suppose to see the following calls made by RTP while the page is loading: rtp.js?rh=www.YOURDOMAIN.com&aid=YOURACCOUNTID trw?aid=YOURACCOUNTID&trwv.uid=YOURACCOUNTID msg?a=2&sid=YOURACCOUNTID   2. Check View Filters Check if all Domains are selected under the Organization and Visitors table filters      Check your user's Region Settings by navigating to 'User Settings' > 'Edit Regions'             Is this article helpful ? YesNo
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By default exported reports are limited to 100 rows but it can be changed by navigating to 'User Settings' > “Number of Rows in Excel Export”   The maximum number allowed is 10,000 rows       Is this article helpful ? YesNo
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All the Recommendation Bar customization options are available within the RTP account settings page:   Colors: Link Color: select the color from the dropdown choices. Background Color:select the color from the dropdown choices. Font: Font Size: type in the size in the 'Font Size' field (must be in pixels - px) Font Family: type in the 'Font Family' field Arrow Icon Color: select the color from the dropdown choices. Icon Font: select the icon style Icon Opacity: define the opacity level for the arrows     Advanced customization There is additional customization can be done by the support team: Horizontal Bar Position: bottom (default) /top Vertical Bar Position: right (default) / left Is this article helpful ? YesNo
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Yes. There is a daily/weekly Recommended Assets email report that can be configured to be sent to users. Recommended Assets Report This email report includes all the pieces of content and count of clicks on the Content Recommendation Bar. To customize which automated email report the user receives, see: Email Reports - Marketo Docs - Marketo User Manual .
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The asset discovery is an event listener that sits on every page and waits for visitors to click links that are considered content assets. Any behavior on web pages is being recorded in the 'session' and this event listener is continuously checking the session to see if anything happened. Once he identifies an event, he checks if this is a click on content asset. By default, assets are defined as any external pages or files (PDF, PPT, PPTX, MP4, OGG, WEBM, YouTube..) but if you configure URL patterns so the engine will look for them as well.   See: Enabling Asset Discovery - Marketo Docs - Marketo User Manual Create a New Asset - Marketo Docs - Marketo User Manual   A few example of how to configure the exclude/include rules for Asset URL Patterns:   Page to include/exclude   Is this article helpful ? YesNo
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No - It’s done automatically and behind the scenes. The algorithms used by our proprietary technology automatically present relevant content to your audience segment using digital behavior, keyword search terms, and firmographics such as: geolocation, employee size, revenue size, and industry. The recommendation engine uses predictive analytics and machine learning to predict which content asset will most likely to be individually relevant for each one of your website visitors to read.
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Also see: Enabling the Content Recommendation Engine - Marketo Docs - Marketo User Manual   1. Login to your RTP account and verify the Recommendation toggle in the 'Account Settings' is enabled for the relevant domain. **verify that the domain is configured properly   2. Make sure the exclusions/inclusions configured are valid and correct.   3. Go to the 'Assets' tab, check if there are some assets that turned on (green light) and being recommendable   4. Wait a few minutes seconds and refresh page - if the bar still does not appear - contact support.   Is this article helpful ? YesNo
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