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(Article Updated - August 2024) Overview A blocklist is a database of IP addresses or domains that have been associated with the sending of unsolicited commercial email or spam. Internet Service Providers (ISPs) and business email networks use information from blocklists to filter out unwanted email. As a result there can be a drop to inbox delivery rates if the IPs or domains involved with sending email are listed on a blocklist. Marketo’s Email Delivery and Compliance team monitors blocklist activity on our IPs and domains daily. When an impactful listing occurs, we reach out to the blocklist, attempt to identify the sender that triggered it, and work with the blocklist organization to get the listing resolved. There are thousands of blocklists, most will not have a significant impact on your delivery rates. Below, we have compiled a list of the blocklists that commonly appear across our sender ecosystem. Each blocklist has been grouped into a top tier (Tier I) by most impactful, to the bottom least impactful tier (Tier III). These may have little to no impact across our sender network. Tier I Blocklist Spamhaus (SBL) Impact: Spamhaus is the only blocklist that we categorize as a Tier I for a reason: it has by far the greatest impact on delivery. It is the most well-respected and widely used blocklist in the world. A listing at Spamhaus will have a negative effect on your ability to deliver emails to your customer’s inbox and can cause bounce rates of over 50%. Evidence suggests that most of the top North American ISPs use Spamhaus to inform blocking decisions. How it works: Unlike many blocklists, Spamhaus lists senders manually. This means they are proactively watching sender activity, collecting data, and base listings on a number of variables. Most commonly senders are listed for mailing to spam trap addresses that Spamhaus owns. Sometimes Spamhaus will list senders based on recipient feedback as well. Next Steps: Please note that every Spamhaus email can be quite different depending on the information provided and the nature of the listing . Because Spamhaus has multiple types of listings, the remediation steps are based on which type of blocklisting has occurred. We have listed the most common types to affect Marketo customers, from most to least impactful. Impact can range from a full block of top severity, to a partial block that is less severe (CSS Data, DBL). If remediation isn’t performed and the problem not addressed, these listings can increase in severity and turn into a full blocklisting. Spamhaus Blocklistings Types SBL (full blocklisting) Considered the most impactful. Remediation steps: Our team monitors closely for Spamhaus listings. Once alerted to the listing, we send an email notifying the customer, and reach out to the Spamhaus contact to start the remediation process. Only a Marketo delivery team member should be in direct correspondence with the Spamhaus contact, to speak on behalf of the customer, and to relay their questions and instructions, ensuring quick resolution and reduced impact. Senders that trigger this listing on a shared IP range will be moved to a more isolated, penalty range (IPB), so as not to impact the other shared senders. Those affected on a Dedicated IP, only impact their own sending and will not be moved. However, depending on the severity of the issue, our team may need to revoke a customer’s ability to send any emails until full resolution. The listing will last until Spamhaus is satisfied that the offending sender has taken the appropriate steps to mitigate the problem. SBL CSS Customers are alerted of the listing with an email containing all the information needed to immediately begin the remediation process. This is part of an automated trigger listing, that allows for a customer to delist directly on the Spamhaus website, after they’ve completed remediation. Remediation steps: Customers will go to the Spamhaus IP lookup website, at https://check.spamhaus.org, where they can check on the status of their IP and continue to monitor it in real time, until it is no longer listed there. Follow the remediation and delisting instructions provided, and check for specific details in the blocklist notification email. DBL (Domain blocklisting) Customers will receive an email notification alerting of the company domain being listed. The email will contain specific information to help narrow down and identify which email source likely triggered it within Marketo. It’s important to note that any email sent from outside of Marketo, that contained the company domain, is suspect. This means, if the sender uses multiple IPs and/multiple email platforms, then any of those could be the source. Remediation steps: Follow the detailed instructions in the email, which will also provide a link to the Spamhaus Domain reputation checker webpage, to check the real time listing status of the affected domain. Once the email source is identified and cause addressed, this customer will follow the online instructions to request to be delisted. Tier II Blocklist SpamCop Impact: SpamCop is not used by any of the major North American ISPs to inform blocking decisions, but it makes it to the Tier II list because it can have a significant impact on B2B email campaigns. SpamCop is considered a Tier I one blocklist for B2B marketers but a Tier II for B2C marketers. SpamCop is a dynamic IP blocklist, that can affect a single IP or a subset of IPs Typically, the block will automatically lift within one business day, but can take longer for relisted IPs. To have triggered a SpamCop listing likely means the sender has a list management problem that should be addressed. How it works: SpamCop lists IPs for one of two reasons: Either the email hit SpamCop spam trap addresses OR A SpamCop user has reported the email unwanted. Most of SpamCop’s spam traps are previously valid addresses that have not been active for 12 months or longer. Remediation steps: If you are seeing a significant number of bouncing emails caused by a SpamCop blocked IP but aren’t sure if your email activity triggered the listing, first identify whether you are sending on a shared sender network or not. If sending from a shared IP range when this occurs, you or any other customer sending from the same network may have contributed to the IP block. This IP block will automatically get dropped within a business day. For those on a Dedicated IP that trigger a listing, refer to the above remediation steps and resources, to address the list management issue. Tier III Blocklist (Low/ No impact ) These are considered the lowest tier and therefore cause the least impact across the Marketo sender ecosystem. Some of these blocklists were more impactful at one time, while others are only impactful based on the sender region (Manitu). Others still can suddenly flare up (Lashback). There are also many blocklists that are ignored (0spam), and are not taken seriously because they do not provide any means to delist once on the list (NoSolicitado) or that they charge money to have the listing removed ( UCEPROTECT ). The pay-to-delist model is not well respected in the email industry. When using blocklist tool checkers, such as MXToolBox, many blocklists will appear, but very few are relevant. Here is our selection of Blocklists you may come across that are least impactful: Project Honey Pot SpamAssassin URIBL/SURBL DrMX PSBL 0spam HostKarma Ascams ZapBL Barracuda Trendmicro Inc. Cloudmark Proofpoint Invaluement ISP Blocklists Some ISPs use internal blocklists to make blocking decisions. Examples include AOL, Yahoo, Gmail, Outlook and Hotmail. If your IP is being blocked by one of these networks, and those networks have a large presence in your lists, a block of this kind could have a noticeable negative impact on delivery. Marketo monitors for significant ISP blocks. Those experiencing deliverability issues with emails not making it to the Inbox and bulking in the spam folder may benefit from additional services with our Email Delivery Consultants. Remediation Steps: Email Delivery Compliance Team works to resolve any ISP blocks. ISP blocks are are usually resolved or lifted within less than 24 hours of a delisting request. Customers experiencing significant blocks for Microsoft domains (outlook.com, live.com, microsoft.com), can submit a request to the delivery team to seek mitigation on their behalf. Additional Resources: Blocklist Deep Dive Abuse Report Deep Dive What is a spamtrap, or spam trap, and why does it matter? Blocklist remediation Blocklist resolution flowchart Successful lead reconfirmation What is a blocklist?

Abuse Report An abuse report is when an email recipient forwards a complaint directly to abuse@marketo.com. Marketo’s Privacy and Compliance Team processes all complaints to these addresses and will unsubscribe the complainer when possible. Feedback Loop Complaint A feedback loop complaint is when an ISP forwards the complaints that originate from their users. For example, when someone clicks the SPAM or JUNK button in their email client. ISPs that offer FBLs expect that subscribers like Marketo will mark the complainer as unsubscribed in the original database. Marketo does process FBL complaints and marks the email address as unsubscribed. Additional Information: Feedback Loops (FBL) Abuse Report Deep Dive Finding Leads that are Auto Unsubscribed for Email Spam Complaints / Feedback Loop (FBL) Is this article helpful ? YesNo

From the Marketo Email Use Policy: "...You may not send any Unsolicited Email by use or means of the Marketo Service. "Unsolicited Email" is defined as email sent to persons other than: persons with whom you have an existing business relationship, OR (ii) persons who have consented to the receipt of such email, including publishing or providing their email address in a manner from which consent to receive email of the type transmitted may be reasonably implied." The full text of the policy is here: https://documents.marketo.com/legal/use-policy/ An abuse report is a report that an individual sends to abuse@marketo.com alleging that a Marketo customer sent unsolicited email. There are a number of reasons why someone might report abuse. Here are a few common reasons people report abuse to us: The person forgot they opted-in to the mailing The person received genuinely unsolicited email The person opted in, but the branding in the email was different than the branding on the opt in form so it was not clear the email they received was connected to their opt-in experience Someone signed up for your list with the wrong address, and the person who actually received your email felt it was abusive For additional reference - Abuse Report Deep Dive

Supported Browsers Marketo Financial Management supports the following browsers: Microsoft Internet Explorer 9, 10 and 11 Mozilla Firefox (most recent and previous stable version) Google Chrome (most recent and previous stable version) Apple Safari (most recent and previous stable version) on Mac OS X Though you may have success with other browsers, only the browsers listed above are fully tested and certified to work with Marketo Financial Management. If you choose not to work with one of the supported browsers your experience may not be optimal, or you may not be able to use certain functionality within the application. Browser Settings Marketo requires that JavaScript and cookies be enabled. For the Analytics tab, third party cookies must be enabled in the browser in order to embed dashboards and reports from our Analytics partner solution. Marketo also requires Adobe Flash plug-in to be enabled and recommends using the latest available plug-in.

Processing feedback from the blocklists is a manual process for Marketo’s Compliance team. While we try to get the reports out to you on a daily basis, sometimes we get backlogged and notifications may not go out the same day that you triggered the blocklist. But not to worry: most blocklists are dynamic, meaning that they resolve themselves after a given time period or when email statistics improve. Typically blocklist issues are resolved after 24 hours, so chances are you are not still being blocklisted. Still, you need to complete the blocklist remediation program to identify the source of the problem and ensure that this doesn’t happen again. While most blocklist issues resolve themselves, they can have a noticeable impact on deliverability. Furthermore, being blocklisted is an indication that you have a problematic data source in your lists that could lead to even bigger deliverability problems. For a quick run down of the blocklists that our customers run into trouble with the most, visit our Top Blocklists article. Additional resources: Blocklists: Frequently Asked Questions Blocklists: Frequently Asked Questions

Your CSV exports with special characters (like foreign languages) may look funny when you open them in Excel. This is due to a known problem in Excel; it does not correctly handle those characters if you open the CSV directly. First, try these instructions to export your CSV file in Excel 2007 format: Export a list If that export is formatted incorrectly, try the following: Create a new Excel spreadsheet Open the Import External Data feature: in Excel 2003 or earlier. open the Data menu, pick Import External Data, then pick Import Data in Excel 2007, open the Data tab and pick From Text Pick the file you want to import. The data import wizard will open In the dialog, select Delimited, then under File Origin pick "Unicode (UTF-8)" then click Next Select Comma and uncheck the other options. Click Next. Click Finish Follow the remaining steps and place the imported data in your spreadsheet Your data should now look correct.

Problem/Issue: During a list import you noticed a couple of fields, some of which are custom fields, show up in red. Reason/Cause: This is because the column header you specified in the list is either not recognized or does not exist. Fix/Solution: To correct this, be sure you have the proper syntax for the column header. Please do the following steps in order to get access to a list of all the fields and custom fields in your Marketo instance: In Lead Database, create a test static list - or, you can use an existing static list if you prefer. Be sure the static list contains at least one record in order to do an export. Click the export button towards the bottom (i.e. Excel icon) and choose the second radio button labeled “All Columns” with CSV as the format. Click Export. Now you have access to all the fields available in your Marketo instance with the proper syntax. You can use it moving forward as a guide.

You might have noticed that the Field Lead Source is labeled differently in the Marketo Interface. The API name is “LeadSource” with the friendly label being “Lead Source”. API Name Friendly Label LeadSource Lead Source Is this article helpful ? YesNo In the Field Management section of the Admin panel, Lead Source is referred to as "Source"; not to be confused with the Opportunity field “Lead Source”. Similarly to the Field Management, Lead Source is also labeled as “Source” in the column and column chooser of the Lead Database. The Attribute in the Smart List will be labeled “Lead Source” as well as in the Form Designer.

Before sending a Marketo email, you can preview it in order to ensure accuracy and the correct design. In Design Studio, find the email in the tree. Clicking on the email opens the Details page for that email. Click Preview Email to see the email as recipients will see it. You can also preview an email from the Email Actions dropdown menu. The Previewer provides a highly accurate rendition of your email. You can even preview every possible combination of content that can be generated using Dynamic Content and lead data brought in by tokens. For emails using Dynamic Content, you can send multiple versions of a test email at one time, up to 100 emails all sent to one specific email destination. If you are using the View Lead Details option, you can use a list you select. The list can be created expressly for this purpose. If the list is longer than 100 leads in length, only the first 100 leads will be used. Marketo creates variations using the content you specify for the Segments that leads belong to; tokens are also resolved. This allows you to see exactly what your users will see when they receive the email, even when you use multiple Segmentations in a single email. Note: If the email, and the campaign that sends it, are in the same Program, each My Token will resolve to the value appropriate to that Program. However, if the email and the campaign are in different Programs, the My Token resolves differently depending on how the email is sent. For sending test emails and single flow actions, the My Token resolves to the value appropriate to theemail’s Program; for emails sent by campaigns, the My Token resolves to the value appropriate to the campaign’s Program. Is this article helpful ? YesNo Use the Previewer To preview an email, find it, then follow these steps: 1. In Marketo Lead Management, choose the Design Studio tab. Look at the tree on the left-hand side of your screen. 2. In the tree, click the + next to Emails. A list of landing pages opens. 3. In the tree, click the email you want to use. Details appear for the email. 4. Click the button, Preview Email. The Previewer opens. 5. Inspect the page carefully. 6. If you find problems, click Preview Actions, and choose Launch Editor. You can then fix problems in the Email Designer. 7. If you used Dynamic Content, the version shown is the Default for all Segmentations used by the email. To view other versions, choose View by Segment from the pull-down; use the left and right arrows, and the Segment pull-down in the top right corner, to view each combination of Segments. The version of the email reflecting each combination of Segments displays. 8. If you used Tokens or Dynamic Content, and you want to see how the email will render for a set of preselected leads, choose View by Lead Detail from the pull-down, then choose a list from the pull-down in the dialog box which appears; use the left and right arrows, and the pull-down, to step through the leads. The email updates with information for that lead. 9. To send a test email, for any version of the email, bring that email onscreen in the Previewer; then, click Send Test. That version of the email will be sent as a test email. Tokens at the global level will be resolved; My Tokens – tokens that are a local asset to a Program – will not. 10. When finished, close the Previewer.

Issue: When creating an event the WebEx connector may throw the message: Error registering with webinar provider. exception="WebEx API call error; Self registration is not supported by this service type or current meeting. [WebEx exception ID = '110051'] " Solution: Please make sure the event in WebEx is set up to receive registrations. To do this you need to go to the event in WebEx and check the registration required checkbox. References Create an Event with WebEx - Marketo Docs - Product Docs WebEx Event Center guide

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 Beginning October 2023, Marketo has upgraded it's DKIM feature to allow for a Custom Selector for DKIM Keys. Most Users will be able to utilize the prior default selector, m1, as their DKIM Key. However, if another integration is already utilizing the m1 selector, a custom value can be used. Common ones seen are "m2", "a1", "mkto", etc. It can be longer, but shorter is generally better Afterwards, you'll be able to validate DKIM as detailed in documentation: https://docs.marketo.com/display/public/DOCS/Set+up+a+Custom+DKIM+Signature

If you want to put a Marketo form your own website but would like to keep progressive profiling and prefill, this solution is for you. Note These instructions apply to Forms 1.0 only. These will not work in Forms 2.0. Learn how to: Create a Form Create a Landing Page Add Your Form to Your Landing Page Add The Iframe to Your Web Site Create a Form 1.1 Create a Marketo form with all the fields you would like to have on your page, see Create a Basic Form for details. Create a Landing Page 2.1 Create a Marketo landing page using the blank template, see Create a Landing Page for details. Add Your Form to Your Landing Page 3.1 Add the form you created above to the landing page, see Add a form to a Landing Page for details. 3.2 Select your form in the landing page editor. 3.3 Set Top and Left to 0 in the Property Sheet. 3.4 Drag the corner of the form box out ever so slightly (just a few pixels). 3.5 Now write down the height and width from the Property Sheet, you will use these values later for your iframe. Reminder Approve the landing page. Add The Iframe to Your Web Site 4.1 Update the URL in the code below with the URL of the approved landing page that has your form on it as well as the height and width. <iframe src="http://go.example.com/marketoform.html" width="289" height="192" frameborder=”0”></iframe> 4.2 Add the code to your website and it should start working immediately.

Marketo allows you to edit the unsubscribe text globally in the Admin section. If desired, you can create an email template for a specific language and create your unbsubscribe text manually. 1. Create new email templates. See Working with Marketo Email Templates for details. Using this technique will affect your email performance reports. They will no longer include "unsubscribed from email" stats. Rather they will track "clicks link in email" when the lead clicks on the unsubscribe link. Is this article helpful ? YesNo

Using the Marketo SOAP API, you can check whether or not your website visitors have filled out a form and present them content accordingly. The following code below is unsupported and is intended to help you develop your own solution. In the resources section of the Marketo website, we use this method for our premium content. For leads who have already registered, their links go directly to the resource. Leads who haven't registered are given links to a landing page. In both cases, the link appears the same. Behind the scenes, a cookie is used to store whether or not this lead has registered: If the user has the premium registration cookie, the premium links are shown. If the user does not have that cookie, the lead's record is retrieved via the SOAP API. Based on the lead's record: If the lead has a valid email address, the premium content links are shown and the premium registration cookie is set. If not, the premium content links are not shown. Instead, they take leads to a landing page to fill out a form. First, you'll need to develop a SOAP API connection to Marketo. The attached ZIP file has a sample connection PHP file. You'll need to make the following changes in this file: ... $this->access_key = 'Your API Access Key Goes Here'; $this->secret_key = 'Your Secret API Key Goes Here'; // // The endpoint is in the "SOAP API Setup" page in the Marketo Admin section // ex. $soap_end_point = 'https://xx-1.marketo.com/soap/mktows/'; // $soap_end_point = 'Your SOAP API End Point URL Goes Here'; // // Errors are sent to this email address. Your web server // must be configured to send email for this to work correctly. // // ex. $this->error_email_address = 'example@example.com'; // $this->error_email_address = 'Put your debug email address here'; ... After creating your SOAP API connection, the next step is to implement the logic that determines which content to show if the user is logged in or not. The get_premium_url_status() function returns true if the lead has the premium cookie or if they've filled out a form. Otherwise, it returns false. You can use that result to determine what content the lead should see. The attached ZIP file has a PHP file that contains an example of this check.

Help Us Help Worthy Non-Profits with the Gift of Marketo! Marketo is pleased to support selected non-profit organizations by providing no-cost usage of our Marketo Lead Management product. We will provide Marketo Lead Management to up to 12 non-profits each year. We will make a selection from qualified applicants who meet our eligibility guidelines, and we encourage our current customers and partners to make nominations. Specifically, we are asking you to nominate an organization that meets the following criteria: Must be a recognized 501(c)(3) organization Must be nominated by a Marketo customer, and the nominated nonprofit must have an existing relationship with the Marketo customer– a vendor, board member, employee volunteer, etc Would use Marketo's integration with Salesforce.com or use Marketo as a standalone application Must not receive any goods or services from the nominating company, employees or family members of employees in exchange for the nomination and/or the donation Additionally, to be eligible for the product donation, you as the Sponsor must assume primary responsibility for the training, usage and adoption of Marketo product by nominated non-profit. For more information regarding the responsibilities of a Sponsor, please refer to the Donation Application attached. Once an organization is accepted, we plan to renew the donation each year unless circumstances on either side necessitate termination. Download the attached application and nominate a worthy non-profit today! Download Attachments: Marketo PD Application.pdf

By default, required fields on Marketo forms show a red asterisk to indicate that they're required. Here's how you can remove or change it. Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Removing the asterisk The following CSS will remove the asterisk from your code. You can add this to one landing page by dragging in a Custom HTML element and pasting this in, or you can add it to your landing page template so it affects all your forms. <style type="text/css"> form.lpeRegForm li.mktFormReq label { background: none !important; } </style > Changing the asterisk To change the required symbol, you need an image that you'd like to display instead of the asterisk. It needs to be 16x16px, and ideally you should make the background transparent. Create that image, then upload it to Marketo. Get the URL for that image, then add this CSS to your landing pages: <style type="text/css"> form.lpeRegForm li.mktFormReq label { background:url('[image URL goes here]') no-repeat scroll right 0 transparent; } </style>

If your lead page layout is incorrectly formatted because the Original Referrer field is too wide or long, follow these steps to correct it. You'll need administrator rights in your Salesforce account. The following solution will not work in SFDC Professional Edition because it involves removing a Marketo field from the SFDC page layout. In short, you'll create a new custom field in SFDC, then use a formula field to shorten the Original Referrer field instead of the original standard Marketo field. Click on Setup Under App Setup, click on Leads, click on Fields Click on New to create a new custom field Under Data Type: select Formula and click on Next Enter Field label and name (perhaps call it "Original_Referrer_c") Under Formula Return Type, select Text and click on Next Click on Advance Formula Tab Enter the following bold text into the large text box: HYPERLINK(mkto71__Original_Referrer__c,LEFT( mkto71__Original_Referrer__c , 140)) Note: The above formula takes the first 140 characters of the original field (mkto2__Original_Referrer__c) and display it to the 'new" field you're creating. Then, it takes the COMPLETE value from the original field and turns it into a hyper link.

Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. Currently the form editor only allows you to change the color of the input text, not the text labels. You can, however, drag a “custom html” block into the landing page hosting the form and use the following code as a solution: <style type='text/css'> form.lpeRegForm ul { color:#FFFFFF !important; } </style> Replace the bolded section with the color code of your choice.

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

Top Blocklists - What You Need to Know

Clean Up CSS - CSS Errors Detected In Your Email

What’s the difference between an Abuse Report and a Feedback Loop Complaint?

Why do people report abuse?

Browser Version Support for Marketo Financial Management

I sent this email campaign a while ago. Why am I only getting notification of the blocklist issue now, and am I still blocklisted?

My CSV Export has Characters That Don't Display in Excel

"IGNORED (unknown)" During Preview of List Import

Lead Source, Friendly labels and the Marketo Interface.

Preview an Email

WebEx Registration Fails With "Self registration is not supported by this service type"

Custom DKIM Selector

Put a Marketo Form on a Non-Marketo Page Using an Iframe

I have leads in multiple countries and need multi-lingual unsubscribe

Checking for User Registration Via SOAP API

Application for Donated Use of Marketo Services

How do I find the number of daily Salesforce API calls my company has?

How to Remove or Change the Required Field Asterisk

Salesforce Lead Layout is Stretched due to Original Referrer

How can I change the color for the form label text?

My Landing Page is Showing the Wrong Title