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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

What is a feedback loop (FBL)? An FBL is an arrangement between an email sender, such as Marketo, and an Internet Service Providers (ISPs) or email hosting service. The FBL allows the email sender to be automatically notified when the user who receives an email marks it as spam. When a lead who uses one of these ISPs clicks the spam button for an email, the ISP sends an automated notice to Marketo. Marketo automatically unsubscribes the lead with the unsubscribe cause, "Customer Complaint Received from ISP". Marketo's Email Compliance Team also logs these complaints for internal compliance monitoring. What FBLs is Marketo enrolled in? By default, all emails sent by Marketo are covered by an FBL with the following email providers: AOL Bluetie/Excite Comcast Cox Earthlink Fastmail Hotmail IBM SmartCloud OpenSRS/Tucows Mail.com Mail.ru* QQ.com* Rackspace (formerly Mailtrust) RoadRunner/Time Warner Synacor Terra USA.NET United Online/Juno/Netzero Yahoo! Zoho.com Italia Online Marketo audits these partnerships annually, sometimes more frequently for specific partnerships. *The FBLs for Mail.ru and QQ.com can only be set up for customer's on dedicated IPs. Please reach out to Support if these Russian and Chinese ISPs respectively are targets for your email program. Notably, Gmail does not offer a non-standard, proprietary FBL process in beta. Marketo has evaluated the beta and we continue to monitor this program but have determined not to move forward at this time.

Double opt-in is the gold standard of email permission. Also known as confirmed opt-in or COI, this practice is where a person fills out an opt-in form and is then sent an email and must click a confirmation message before they are added to the mailing list. Here are some great reasons to use double opt-in: Protects against typos and bots Protects against spamtraps Reduces bounce rates, improves deliverability Required in some regions Increases engagement rates If you'd like to set up double opt-in with Marketo you can do this with the use of the Marketing Suspended function. Marketing Suspended is a status that is functionally equivalent to Unsubscribe - Marketo will not send these leads marketing emails, but will send them operational emails. You'll need an opt-in form and a pair of trigger campaigns. First, set up a trigger campaign such that, when the form is filled out, the flow has a Change Data Value to mark the lead as Marketing Suspended, and then a Send Email step to send an operational email that you will use to confirm their request to join your mailing list. Your confirmation email should be short and to the point, and make sure to set it as an operational email. We recommend that it is clearly branded, use a simple subject line such as "Confirm Your Request to Join Our Mailing List" or similar, and include a link within to a simple confirmation landing page. Set a second trigger campaign such that whenever someone clicks the confirmation link to the confirmation landing page, the flow will change data value Marketing Suspended new value is false. A follow up flow should be set up that if the recipient doesn't activate the link in the confirmation email the address is either deleted or set to Blacklist within the database after a reasonable timeframe, usually 2 weeks. The Blacklist status will ensure that no email is set to that lead until they have completed the subscription process. This prevents future operational emails from being sent to this email address unintentionally. That's it! Now, when someone fills out your opt-in form, they will be set to Marketing Suspended until they click the confirmation link in your operational confirmation email. You'll be well on your way to increasing the quality of leads on your mailing list by implementing this simple process.

Marketo has the ability to see and pull data from Salesforce Formula fields, there is however a catch which will be explained in this article. Everytime the Marketo Sync connects to Salesforce it will scan records and look at the "SytemModStamp" (salesforce system field) for each one of them. It will compare this value with the stored value, which was pulled at the last scheduled sync. If the values match, Marketo will move on to the next record. If the values are different (new value later date than previous value), then Marketo will do a compare and contrast of all fields on that record in both systems and update the information as needed. When a normal non-formula field is updated and changed on a Lead/Contact record in SFDC, the SytemModStamp value is updated. This is how on next sync Marketo knows to do a compare/contrast check and pull updates. Formula fields do not behave the same way. A formula field is calculated based on data in fields called upon in the formula; this means that the formula field calculation itself will not update the SytemModStamp in Salesforce. Chances are you already have existing records in SFDC and Marketo. If you were to create a formula field today in your instance of SFDC and have it sync down into Marketo, the data calculated for the formula field in SFDC will not come into Marketo right away. The reason for this is, the formula field has created data based on already existing data, this does not result in a SytemModStamp change. Typically formula fields will be a calculation of data from fields which are somehow related to the lead/contact record. This means that moving forward, any change in the normal field, will result in a SytemModStamp change as well as a recalculation of the formula field. In this case, Marketo will see the updated SytemModStamp due to the normal field change. Marketo will do the compare/contrast excercise and find that the formula field also needs updating. If you create a formula field in SFDC and would like to have all the historical data for the formula field to come into Marketo, you can force an update on the records in SFDC to update the SytemModStamp. This way, on next sync, Marketo will see the formula data and pull it in. Alternatively, you can simply allow for natural SytemModStamp updates in SFDC to occur which should result in a slow trickle of historical data from SFDC into Marketo for the newly created formula field. You can only use data from a formula field in Marketo to segment data and filter. If you try to do a change data value, Marketo will accept the change, tries to sync it to Salesforce and fails to update there. Eventually the Salesforce calculated value will come back into Marketo. Is this article helpful ? YesNo

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 in inbox delivery rates or overall 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 we are alerted to a listing 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 out there most will not have a significant impact on your delivery rates. Below we have compiled a list of the blpcklists that our customers most commonly encounter. Tier 1 Blocklist Spamhaus Impact: Spamhaus is the only blocklist that we categorize as a tier 1 for a reason: it has by far the greatest impact on delivery of all of the blocklists. 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 that they are proactively watching sender activity, collecting data, and basing the 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: Our team monitors closely for Spamhaus listings. When we see a listing we immediately alert the customer and contact Spamhaus to start the remediation process. Listings last until Spamhaus is satisfied that the offending sender has taken the appropriate steps to mitigate the problem. Tier 2 Blocklists 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 2 list because it can have a significant impact on B2B email campaigns. 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. Next steps: SpamCop is a dynamic blocklist, listings typically resolve themselves within one business day. There is no action you will need to take to action the delisting with SpamCop, the Privacy Team researches every SpamCop listing and will request delistings when an alert is received that an IP is listed. If your email activity triggered a SpamCop listing it likely means that you have a list management problem that should be addressed. Manitu Impact: Manitu is a German blocklist and has a wide footprint in Europe. Email senders with European audiences tend to encounter this blocklist most frequently. Manitu is not used by North American ISPs to inform blocklist decisions but if you’re sending to Europe a listing could be problematic. How it works: Listings are automatically activated when a sender mails to a Manitu owned spam trap address. Next steps: The Privacy Team researches and requests delisting when an alert is received that a Marketo IP is listed. By working with this blocklist the Privacy Team is usually able to identify the customer and let them know that email activity from their subscription triggered a listing. Because Manitu operates solely on the use of spam trap addresses, getting listed by Manitu is a clear indication that senders need to audit their mailing lists. Tier 3 Blocklists SORBS Impact: The impact of a listing at SORBS is very minimal. How it works: SORBS uses several methods to identify potential spammers. Most of their lists use spam traps to identify problematic senders. But SORBS will also list a sender based on their own user complaints, if SORBS administrators have received spam from the sender, or if they identify other high-level sending behavior patterns characteristic of spammers. Next steps: The Privacy Team monitors SORBS activity and makes delisting requests for Marketo IPs as necessary. Oftentimes, SORBS will refuse to delist within a certain timeframe based on the severity of the issue. Sometimes this can be up to several weeks. UCEPROTECT Impact: The impact of a listing at UCEPROTECT is very minimal, though the blocklist has a greater footprint in Europe. The organization does not have a good reputation in the industry because they charge senders to request delisting. How it works: UCEPROTECT lists IPs that send mail to their spam trap addresses. Next steps: We ignore these listings because the only way to have them removed is to pay. The pay-to-delist model is not well respected in the email industry so UCEPROTECT has a very limited reach. ISP Blocklists Some ISPs have their own blocklists that they use to inform blocking decisions. A few examples are Comcast and Verizon. 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 this type of ISP specific blocklisting and the the Privacy Team works to resolve these as soon as possible. Usually blocks at Comcast and Verizon are resolved within less than 24 hours of a delisting request. 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?

Issue How to use the Web Page, Referrer URL, or Query String constraints to specify web page when using one form on multiple pages. Solution Use the appropriate constraint to specify which page the form is on when using a "Fills Out Form" trigger or "Filled Out Form" filter in a Smart List. There are three options: Web Page Referrer URL Query String Web Page This constraint is designed for Marketo Landing Pages. If you have one form on multiple pages, and were attempting to specify a Marketo Landing Page, then you would use Web Page. If you use Web Page, your value is the Landing Page asset name, such as "Global Contact Form Page". Or if the page is local to a program, the name format would be [program name].[landing page name] Referrer URL This constraint is designed for external, non-Marketo pages. If the form you have is embedded on an external page, the value you would enter would be the URL of the page.This constraint is very picky about the values entered. Say the form is on http://www.pages.domain.com/contact-us.html. Only the following 2 options would function: Referrer URL - is - http://www.pages.domain.com/contact-us.html Referrer URL - contains - www.pages.domain.com/contact-us By using "is", the exact value must match. When using "contains" a smaller portion of the whole can be used. Even "contains" /contact-us would have worked successfully, but the less specific the value is the more other pages could qualify depending on the use case. Generally, "contains" is advised with a unique portion of the URL because there can often be querystrings on URLs that would then not satisfy the "is" constraint. Querystrings If the form is on a page, and the page has a querystring, such as: http://www.pages.domain.com/contact-us.html?product=new-stuff, then the form submission activity on the Marketo record would have a new field in the Detail called Query Parameters. (Querystring, Query String, Query Parameters are all the same thing.) If you set up direct links to the Page with unique querystrings, then you would be able to use the Querystring constraint and use values from the querystring in the trigger/filter form fillout campaign.

Issue You see email clicks in a lead's activity history but no corresponding web page visits to the Munchkin-tracked page. The clicks happen immediately upon delivery of the email, or sometimes even before the delivery is logged. Solution Issue Resolution This is usually caused by email security software on the receiving email server. The security software tests the links to make sure they are not malicious and this causes Marketo to log a click activity for the email. Because the security software does not actually open the web page in the browser, there is no web page visit logged. Your emails are more likely to be link tested if your sender reputation is low. For more information on link testing, see the following documents. Understanding a Spike in Click Activity Cracking the Inbox Code: Barracuda

What is the Golden Shield Project? The Golden Shield Project, commonly referred to as "The Great Firewall of China", is an initiative by the Chinese government designed to monitor and heavily censor all internet content. While most firewalls offer a protective shield around a corporation, Golden Shield places one around an entire country. Years in the making, the Golden Shield began operation in 2006. How does it affect me? If you are sending email to China, it will be subjected to significantly stricter email filtering than any other country in the world. This could result in email delays, delivered emails with unclickable links, or flat-out non-deliverability. What can I do to ensure email delivery? While there is no guaranteed way to ensure delivery (to anyone for that matter), there are some best practices you can follow that can improve deliverability when sending to China. Avoid commonly filtered content: Political and religious content aren’t only hot-button topics at dinner, they can also earn your email a one-way ticket to the spam folder. You should also refrain from using generic salutations, such as “Dear Friend.” In fact, don’t use the word “Dear” in your greeting at all. You should however consider using a first name token to personalize the greeting. Proper language: If you’re not fluent in Chinese, avoid using free online translation software. Incorrect or mangled grammar can result in your email getting discarded (note: this practice is applicable to all foreign languages). Pay the money for a good translation service. Be sure to use simplified Chinese characters as opposed to traditional. Mind your links: Marketo adds click-tracking to all links, allowing you to track the recipient’s actions. Due to the stringent filters in China, you’ll have better odds of links even working if you disable click-tracking (even when click-tracked links do work, their numbers are often inflated due to the extreme filtering practices). Additionally, if you ever have the option to purchase the top-level domain for China, (.cn), do it. The URL www.mysite.cn will have a better chance of loading than www.mysite.com. Font size: In terms of deliverability, font size matters. Anything below a 10-point font can be misconstrued as an attempt to sneak something in, thereby exposing the content to additional filtering. Keep a clean list: China is known for its high attrition rates when it comes to email lists. If an email address does not interact (open or click) with an email after 2-3 sends, it may be abandoned. Continuing to mail to this type of email address can have an adverse effect on your sending reputation, and subject you to further filtering. Contact Marketo for large qq.com sends: If you plan on mailing to a list north of 25k to qq.com, please contact Marketo Support so they can create a whitelisting request for our Privacy Team. Sending from a dedicated IP is required for this request. How do I check if I am blacklisted in China? There are multiple sites that can give you this information. One we sometimes use is: http://www.blockedinchina.net/. Be sure to check domains and sub-domains (if you use them). What can I do to get off the blacklist? Nothing at all, unfortunately. Listing are often dynamic and will resolve on their own when reputation improves or the content is not flagged. Since I can’t do anything to be removed from the blacklist, what can I do to avoid landing on it going forward? Being blacklisted is only temporary 99% of the time (length of blacklisting will vary). Our best advice is to follow the above best practice tips. Is there anything else I should know? Countries such as China and Japan are huge players in the mobile market, so be sure to keep mobile best practices in mind when designing emails. Marketo cares about your success. To stay on top of trends, we monitor and receive reports from CASA (Chinese Anti-Spam Alliance). If you have any additional questions, or if you feel that you're being impacted by the Golden Shield, please contact Marketo Support.

Issue Email get delivered initially but after a while, the email bounces stating 550 error. Solution This is a behavior of a particular type of Bounce called an Out of Band bounce ( OOB). The Send, Delivered and then Bounced sequence tells us that the email was initially accepted, but then due to a variety of reasons (or categories) it was rejected. This type of bounce is not uncommon, but are relatively rare. If you look at the lead record , you'll see that there will be an "Email Delivered" activity right before this bounce message which is what makes it "Out Of Band" . There isn't really any way Marketo can control it--it's entirely up to the recipient mail server. Many times this happens when a recipient mail server takes in emails in through a main server, then dumps them over to a secondary server. The first one that takes in the email gives back the "Email Delivered" message. Then the secondary server evaluates each email based on the spam filters and against known email addresses in their system. If the secondary server gets invalid email addresses or filtered out as spam, they'll then be bounced, causing the bounced message after the delivered message.

On the Schedule tab of a Smart Campaign, you'll see a count of the number of leads who are blocked from receiving emails: Here are the reasons why your lead might be blocked from a mailing: Unsubscribed = True Email Invalid = True Marketing Suspended = True Blacklisted = True Email Address is empty Email suspended at in past 24 hours Leads that are blocked from mailings will run through the campaign's flow. However, these leads will be ignored any Send Email flow steps. They will execute all the other flow steps of the campaign. Note: If your Email is flagged as an Operational Email, Marketo will ignore the Unsubscribe and Marketing Suspended flags when running the Send Email step - but these leads will still count in the number blocked from mailings. Getting a list of all blocked leads First, set up a Smart List in your Lead Database to find all leads blocked from mailings as shown below. Make sure to set the list for ANY filter as highlighted below: To find leads were blocked in a campaign you already ran, filter for leads in the Leads Blocked From Mailings list you just built and members of that campaign: To find leads will be blocked in a campaign you are going to run, filter for leads in the Leads Blocked From Mailings and re-create the Smart List for your campaign:

Welcome to your Marketo Account Group. This is a group area that is private to your company. Only people that your Marketo Support Admin invites to this space can be involved in the conversations you have and the content that you create. You might be asking yourself how you are going to use this space or how does this space benefit the work that you are going to do? You can think of this space as our toolkit, meeting room, notebook, communication portal all wrapped up in one convenient location. Here are a few ideas on how this space can be used. Communication with your team Use this area to start your own discussions or use it to ask your own team questions. If you are working on a project, you can list our tasks, activities, and milestones to be shared and updated with your team. Work efficiency always involves everybody staying informed and the key to that is a single source or information. Build your own Marketo Reference Kit Utilize the wealth of resources that Marketo has by creating your own reference kit of Help Articles, Support Solutions, Videos, and posts that you and your team find useful and will be useful for any new members to are added to your group. Record your Marketo history Marketo is a powerful tool that offers a lot of flexibility and features in building your campaigns and communications, but all the logic and thought behind how your work is structured can be lost if someone else needed to. Create your own documentation and content If you have customized solutions or FAQ's that would benefit your team, you can create your own documents that are visible only to this one space. Use this space as a private repository of knowledge for your team. If you feel your content can be a benefit to the rest of the community, you are always welcome to share with the rest of the Marketing Nation. A link to Marketo Support If you have a problem that requires some assistance from the experts, your authorized support contacts can use the CaseConnector app in this space to submit a ticket to our support team. The CaseConnector is also used to manage your current cases and view your closed cases also. A Customer Account Manager channel Your Marketo Customer Account Manager can use your space to contact you and check in to ensure that your goals are on track with the work that is being done. Post a discussion and @mention your CAM and they can respond to you and your team. So there you have it, just a few ideas of how this Account Group can be used. There are countless other ways to take advantage of this private are and the different actions that you and your team and build on.

Here's how you can use tokens and URL parameters to automatically assign leads to Salesforce campaigns after filling out a form. These tokens work in all of the Salesforce campaign flow steps: Add to Salesforce Campaign Change Status in Salesforce Campaign Remove from Salesforce campaign Get the Salesforce campaign ID and status You need two things to begin this process -- the name or ID of the Salesforce campaign you want to sync to and a valid status in that campaign. You can get the ID for the campaign by opening that campaign in Salesforce and copying the last 15 characters from the URL. Here's an example campaign URL; the ID is highlighted: https://naX.salesforce.com/701F00230001Z9z To get the valid statuses, click on "Advanced Setup" on the campaign's page The status should be listed there: Create new fields First, you need to create two new fields -- "SFDC Campaign ID" and "SFDC Campaign Status" -- both of type "string". You can create these on your lead and contact records in Salesforce, or contact Marketo support to add those custom fields in your Marketo account. Create or edit the form After you create those fields, the next step is to incorporate them into your forms. Create a new form or edit an existing form, then drag those two fields into your form. Make them both hidden fields and set them to populate from a URL. If you're unfamiliar with them, this article on hidden fields has details on how they work. Making a Field Hidden on a Form When setting the values for those fields, use a real Salesforce campaign ID and status as the default value. Here's how you might edit the settings for those fields: SFDC Campaign ID: Default Value: [a real Salesforce campaign ID or name] Populate from: URL Parameter Parameter name: campaignID SFDC Campaign Status: Default Value: [a real Salesforce campaign status for the campaign you chose] Populate from: URL Parameter Parameter name: status And here's what your form might look like when done: Now you have a form that automatically add leads to the default Salesforce campaign you selected and that you can override with URL parameters. Create a Smart Campaign Next, you need to create a campaign that will add these leads to the selected (or default) Salesforce campaign. We'll trigger this campaign to launch whenever someone fills out your form: In the flow, first you need to sync the lead to Salesforce so that you can add it to a campaign. Then you can add it to the Salesforce campaign using the values in the SFDC Campaign ID and SFDC Campaign Status fields. To do this, use the tokens for those fields in your flow step: {{Lead.SFDC Campaign ID}} for the campaign name and {{Lead.SFDC Campaign Status}} for the status. If you type "{{" in the fields, the auto-suggest will help you enter that text correctly: Your finished flow should look like this: Finally, in the schedule tab set this campaign to run every time and activate it. Launch your landing page If you modified a form already in use, you can now go to that landing page, fill out the form, and watch as your lead gets synced to the Salesforce campaign you chose. If this is a new form, create and approve a new landing page which uses that form. After filling out the form, you should see the lead added to the default Salesforce campaign specified in your form: Use URL parameters to override the default campaign and status. For our forms, the campaign is set by the "campaignID" URL parameter and the status by the "status" URL parameter. For example, this URL: http://offers.marketo.com/offers.html?campaignID=701A00000009K3l&status=Responded will assign the lead to the Salesforce campaign "701A00000009K3l" (the Salesforce internal ID) with the status "Responded." If either value has spaces or special characters, make sure that you URL encode them before adding them to your URL. Using tokens in other Salesforce campaign flow steps These tokens work in all of the Salesforce campaign flow steps -- Add, Remove, and Change Status in SFDC campaign. Follow the same directions as above but substitute the appropriate flow step in place of the Add to SFDC Campaign step. Diagnosing errors If your leads are not syncing to your Salesforce campaigns, first go to the Activity Log for that lead and double click the line that has the failed flow step. The information that appears will help you figure out what the problem might be. The most common errors you'll encounter are: Spelling errors in your tokens -- use the autosuggest to help Using an SFDC campaign ID or name that doesn't exist -- check the spelling of the campaign or ID The lead doesn't exist in salesforce -- sync the lead to Salesforce before adding him/her to your campaign Using a status that doesn't exist for that campaign -- change the status to one that does exist for the campaign, or add a new status to the campaign in Salesforce

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.

We have enhanced the behavior of the unsubscribe functionality to make it “durable”. We have added a master email status, which is separate from the unsubscribe flag visible on the lead detail record. If the unsubscribe flag is set from false to true, the master email status is updated, and the change is propagated to other leads with the same email address. Update the Unsubscribe flag from True to False (e.g. Re-subscribe a lead) When a lead is imported, the unsubscribe flag WILL NOT be overwritten by the import. Here are the ways a lead can be re-subscribed: 1. In SFDC, uncheck the Email Opt Out field. This WILL sync to Marketo. 2. Manually update the lead detail record by un-checking the unsubscribe flag 3. Run a Change Data Value Flow Action on one or many leads a. Select the attribute “unsubscribe” and set the value to False 4. Update an existing lead via API 5. Form Field – set a field on a form to set the unsubscribe flag to “false” and this will unsubscribe the lead a. Best practice would be to have text on the form that says that by filling out this form, they are agreeing to receive email communication Creating a New Lead When a new lead is created, we check it against the master email status table. If the lead was previously unsubscribed, we will update the record to be unsubscribed. Changing an email address If you change the email address of a lead to an unsubscribed email address, the lead will be unsubscribed. This change can occur in either Marketo or SFDC. If you change an unsubscribed email address to one that is subscribed, the lead will be subscribed. Is this article helpful ? YesNo

Quick points: *Spamtraps are addresses owned by antispam organizations *Emailing a spamtrap (usually) gets your IP or domain blocklisted *Maintain current, direct opt-in with an active lead database to avoid this What is a spam trap or spamtrap? A spam trap, or spamtrap is an email address secretly owned by an antispam organization that is used to detect spam. Antispam organizations do not sign up for mailing lists, so they consider any email sent to these addresses to be spam. Once email is sent to the spamtrap, the antispam organization that owns this address will blocklist the IP that sent the email (or, less often, domains that are linked in the message). Email administrators purchase subscriptions to various blacklists, and use the lists to block all incoming email from listed IPs or containing listed domains. From the marketer’s perspective, this can mean a high number of bounced emails leading to low lead engagement, and ultimately to weak revenue performance. There are two types of spamtraps – pristine traps, and repurposed/recycled traps. A pristine trap is an email address that was never used by a person. A repurposed trap is an email address that once belonged to someone but is no longer a valid address; these addresses will bounce as bad addresses for at least six months before an antispam organization will turn them into live traps. How can a spamtrap get into my Marketo lead database? Purchased data Purchased data is unreliable. The antispam world does not like the use of purchased data so antispam administrators have made a concerted effort to get spamtrap addresses into the databases of data vendors. While data vendors may say they provide opt-in data in reality consent should be direct to your company. Sending unsolicited email is prohibited by the Marketo Terms of Use because this practice has a high risk of causing blocklist issues that can destroy deliverability for multiple Marketo customers. To avoid spam traps get direct opt-in before sending email. If you have purchased data in the past we recommend setting any inactive purchased leads to marketing suspended or simply removing them from your database. Old data Repurposed traps are email addresses that were once valid but are now owned by an antispam organization. This can happen when a company goes out of business; expired domains are often purchased by antispam organizations. Sometimes a company that has a direct partnership with an antispam organization will allow email addresses of former employees or users to become spamtraps. Because antispam organizations will generally make sure future spam traps return a bounce as bad addresses for at least six months before they become spam traps you can prevent repurposed traps in your database by emailing remaining engaged with everyone in your database at least once every six months. Avoid “wake the dead” campaigns to addresses you have not contacted in more than six months. Unconfirmed form entries People can unintentionally enter spamtrap addresses into forms either by making a typo or by intentionally using a fake email address that happens to be a spamtrap. If you use single opt-in, you may add spamtraps to your mailing list. This is more likely to happen if you are a B2C company or if someone thinks they can get whitepapers or free trials simply by filling out a form with made-up information. How can I identify spamtrap addresses? Spamtrap addresses are considered trade secrets by the antispam organizations. They do not share these addresses because their goal is for senders to change their mailing practices rather than to simply remove spamtraps from their mailing lists. That said, one thing we do know about spamtraps is that they tend to be automated processes and do not engage. Spamtraps do not click links. You can use smart list filters to identify inactive leads in Marketo. How can I prevent spamtraps in my database? Maintain active, direct opt-in for all leads. Don’t purchase data (to grow your list, sponsor events, use list rental services that send the first message for you, or use co-branded content that sends you only good leads) Email everyone you want to email at least once every six months Don’t add old data directly to your mailing list (if you need to, add in small batches and send a welcome email with a slightly different subject to each batch) Regularly clean your database of inactive leads Grant access to assets such as free trials and whitepapers as email links to discourage intentional use of fake email addresses on forms Use scripting on your forms to identify potential typos Is this article helpful ? YesNo

Issue You want to re-map a synced SFDC field to a different field in Marketo. Solution Yes, it is possible to re-map Salesforce - Marketo fields after initial sync. For this you need to Contact Marketo support with a request for your current field mapping and your desired field mapping. You will need to provide the Marketo Field(s) and the Salesforce API Name(s), then format your request similar to the example below. Important Note Before initiating the re-mapping, please export the records and their field values from Marketo and import the values into their Salesforce or create a smart campaign to write the data from one field into the other. This is important so that there is no data loss after the remapping work has been performed. Marketo will not automatically push these values to SFDC, after the mapping is complete. Example Request Current Mapping: Field Label: [Marketo Field Name 1] CRM Field Map: fieldName__c (SFDC Lead) Field Label: [Marketo Field Name 2] CRM Field Map: fieldName__c (SFDC Contact) Desired Mapping: Field Label: [Marketo Field Name 1] CRM Field Map: fieldName__c (SFDC Lead) fieldName__c (SFDC Contact) Field Label: [Marketo Field Name 2] CRM Field Map: Limitations - Fields need to be of the same type (String/String, Date/Date, etc) - The losing field must be completely removed from use from any Campaign, Form, etc. - The fields must exist on the same object in Marketo (for example a field on Company cannot be merged into a field on Person or vice versa) - Fields can only have one of each object type (eg: A Marketo Field could be mapped to a SFDC_1 (Lead) field and a SFDC_1(Contact) field, but can not be mapped to both SFDC_1 (Lead) and SFDC_2 (Lead). - Fields can be mapped to a maximum of 2 SFDC fields - SFDC fields can only be mapped to one field in Marketo Please note that there may be additional limitations in certain circumstances. The Marketo Support agent that handles your request will provide any further details should such a situation arise.

Issue Description Integration is not able to see a webinar that has been set up as a "Simulated Live" record type in GoToWebinar Issue Resolution This is not currently possible as the Launchpoint integration between GoToWebinar and Marketo does not utilize version 2 of the GoToWebinar API and v2 is required for "simulated live" (recorded) webinars. Who This Solution Applies To Customers integrated with GoToWebinar

NOTE: In order to manage authorized support contacts you must be set up as a SUPPORT ADMINISTRATOR on your support entitlement with Marketo. IMPORTANT BEFORE YOU FOLLOW THE STEPS BELOW: Our system is particular about how each User needs to access the Support Portal. Simply going straight to the nation.marketo.com will not have the desired result. Each User must access the Support Portal from your instance and set up their profile first. This can be done by logging into your Marketo instance and either clicking on the Community button in the upper right-hand corner of your instance. The user will be brought to a page where they will need to pick their Username and fill in their First & Last name and then save. Users will not show up in the list of available users to be added as Authorized Support contacts until these steps are completed. Below is an example image of the community link each user must click: This will bring you to the Community page (https://nation.marketo.com/), where they can complete their profile set up. This community button is also how you will reach the Support Portal to create cases if you are an Authorized Support Contact From the Support page Support Admins will proceed to follow these steps to manage Authorized Contacts: 1. Log into the Marketo Community and click Support. 2. Click Manage Authorized Contacts to approve or disapprove authorized contacts. (Reminder: This button will not appear unless you are the Support Admin for your Support Entitlement) 3. The top of the Manage Authorized Contacts page provides information about contact totals. If the Allow Marketo Support to Add Authorized Contacts is checked, it means that the customer has granted permission to Marketo Support to add authorized contacts. 4. To authorize a contact, check the Is Authorized checkbox next to the contact's name. In order to appear on the list of available contacts, the user must have clicked Community (while logged into Marketo) at least once and created a profile. 5. To un-authorize a contact, click the Authorized checkbox next to a contact name to clear the checkmark. Click OK in the popup. If a contact on the list is no longer an employee at your company or that person does not need to manage cases, you can remove a contact from the listing entirely, by deselecting the Authorized box, and selecting the No Longer checkbox. Click OK in the popup. Great! You can now manage Authorized Contacts for your account.

Issue You want to edit a campaign flow after initiating the run, but there are already members running through the flow in the wait steps. Solution Generally speaking, it is best to not edit the flow of a campaign after activating/initiating. Example: Let's say that a particular campaign has 3 flow steps: Change program status Wait 2 days Send email And you would like to add a new step in between 1&2, so the new flow would be Change program status Change score Wait 2 days Send email If you add a new Flow step above a wait step, the wait step shifts down. However, currently there are leads waiting the designated 2 days (Flow step #2). (It's helpful to think about wait steps like buckets. Once a lead enters the flow step, the wait duration is calculated, and the lead waits there in that flow step bucket for that amount of time.) If the campaign was initiated, and a lead entered Flow step #2 and began waiting 2 days, and then you add an additional step above, the Wait 2 days becomes Flow step #3. Now when the leads are done waiting 2 days in Flow Step #2 bucket, then they exit and progress to #3. Even though the actual wait step shifts from #2 to #3, the lead records are still in Step #2 bucket, and they do not shift from #2 to #3, meaning they are now waiting an additional 2 days. Solution: The solution here is to create a new campaign with the desired flow steps for the same membership (same Smart List), and then run a "Remove from Flow" single action by clicking the following in the old campaign (the one you wanted to edit): View Campaign Members > Select All > Person Actions > Special > Remove from Flow. In the Run Action dialog box, click on "is" and change to "this campaign". Click "Run Now". After removing these members, they will not progress further into the old campaign flow, and now the new campaign is ready to be activated/initiated.

Issue Description An Email with only emoji in the subject line is displaying "Subject is empty" error and is not approving, or emoji fail to render elsewhere in the email. Issue Resolution If the subject line only consists of emoji, consider adding text. The Email Editor was not designed to insert emoji. However some have been able to insert emoji from outside sources. Those with the most success are inserting UTF-8 encoded emoticons. This specific encoded emoticon can be inserted (copy/paste) through a 3rd party website, located with a general web search: "UTF-8 emoticons/emoji". If the inserted emoji has a different encoding, it may fail to render in the Email Editor, and it may fail to render upon delivery as well. Rendering upon delivery will be reliant on the recipient server. If the emoji is considered invalid, then the 'diamond with question mark' character may remain. Alternatively, basic symbols could be used instead of emoji, as they are ASCII characters and not reliant on extra encoding. 3rd party sites, identified with a websearch: "ASCII symbols", can be a resource. Another option can be q-encoding the emoji in UTF-8 format to render a string of code that can be used. This code tells the email client to render the desired emoji. To q-encode, copy and paste the desired emoji through a Unicode to UTF-8 translation tool, such as https://tools.bluestatedigital.com/kb/subject-line-assistant and then insert the translated code.

Common questions around how Marketo can be used to track Google AdWords information: Q: Do I have to install a special Marketo App from the Salesforce.com AppExchange to get this functionality? A: No, there's no special Marketo App to install. Q: Will this require custom coding? A: For the first scenario, Linking a Google Adwords Ad to a Marketo Landing Page with a Form, there is no coding required at all. The second scenario, Linking a Google Adwords Ad to Any Page on Your Website, requires a little bit of coding. To help with that, the links to the appropriate KnowledgeBase articles are included in this document. Q: I can not code, but I still want to capture my Google Adwords PPC information using Marketo. What should I do? A: If you do not have coding experience, it's best to go with the first scenario since it does not require any coding. If you are interested in the second scenario, then we recommend leveraging any internal resources you may have who can code. You can send the relevant KnowledgeBase articles to the person who do the coding for reference. Q: What kind of reports can I build using the standard Marketo Analytics? A: Here are a few examples of reports (see the Overview for a list of other metrics you can get) Which Google Adwords campaigns generated the most revenue? Which keyword and/or search term generated the most revenue? How many opportunities were generated by each Google Adwords campaign? Number of new leads by 'CampaignID' and associated opportunities Q: If the same lead does another Google search and then clicks through a second (or third) Google Ad, will the original PPC information be overwritten? A: By default it will be overwritten. However, if your strategy is to track the original source PPC, then you can configure the PPC custom fields to be blocked from updates. This way, once the PPC information is populated in the custom fields, subsequent Google Ad click throughs and form submissions will not overwrite the existing values. Of course if your PPC strategy is to capture the most recent PPC information, then you can leave the custom PPC fields unblocked (default) and subsequent Google Ad click throughs and form submissions (by the same lead) will overwrite the existing information. Q: If I already have Salesforce.com custom fields to capture all the PPC information on the lead & contact objects, do I still have to create custom fields in Marketo? A: If the custom fields are already there in Salesforce.com, then you do not need to create additional fields in Marketo. As long as the sync user has visibility to those custom fields, the fields should be synced over and be mapped accordingly. Q: How does this work in Marketo? A: At a high level, you will need to do the following: Create custom fields in Salesforce.com Build a form with hidden fields which gets values from URL parameters Build a Marketo landing page with the form on it For all your 'destination links', include the URL parameters and associated value/token When the leads click through the Google Adwords Ad to your landing page, fills out the form, the PPC information will be submitted to the hidden fields (i.e. keyword, campaign, etc.) Q: How much does it cost to configure Marketo to capture Google Adwords information? A: There is no cost if you follow the documented instructions. The simple scenario, Linking a Google Adwords Ad to a Marketo Landing Page with a Form, is recommended as you will get the metrics you need to understand effectiveness of your Google Adwords campaigns and keywords with the standard Marketo Analytics/Reports. However, if you are interested in engaging Marketo to assist you with the configuration, Contact your Customer Success Manager and they will have someone frome our Professional Services team set up a requirements scoping call to put together a cost estimate. Learn more: Google Adwords and Marketo Overview Linking a Google Adwords Ad to a Marketo Landing Page with a Form Linking a Google Adwords Ad to Any Page on Your Website

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

Feedback Loops (FBL)

How to Set Up Double Opt-In (COI)

How does Marketo see and pull data from Salesforce Formula Fields?

Top Blocklists - What you need to know

Specifying Web Page on Form Fillout Filters or Triggers

Email Clicks on Delivery But No Matching Web Page Visits Logged

Navigating email delivery into China

Email Bounce error : 550 [internal] [oob]

Why are these leads blocked from mailings?

Using Your Account Group

Assigning leads to Salesforce campaigns dynamically

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

Durable Unsubscribe

What is a spamtrap and why do they matter?

Re-mapping SFDC – Marketo Fields

Simulated Live webinars on GoToWebinar not syncing

Managing Authorized Support Contacts

Editing Campaign Flow with Members in Wait Steps

Emoji in Marketo Emails

Marketo and Google Adwords FAQs