Your Achievements

0% to

Next /

to gain points, level up, and earn exciting badges like the new !

View All Badges

Open Alert Bar

Knowledgebase

Featured article

(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?

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

Issue Description You try to approve a segmentation and get the error message of "No possible draft" even when there is a draft in place. Issue Resolution This error message can be a little misleading, as there usually is a draft in place. Check to make sure that segments in the draft have smart list filters in place and that there are no empty values in the smart lists. An example of an empty value would be "First Name is ____" instead of "First Name is Joe."

Issue Below are the fields in SFDC that are required by Marketo to sync an object. Fields in () are fields additional fields that are required if you also have Sales Insight configured. Also specified are the fields that can be updated by Marketo. The rest of the listed fields only need to be "Read-only" for the purposes of the sync. If any of these fields are not visible to the Marketo Sync user, you will see sync failures indicating that a required field is missing. To fix this, have your SFDC admin update the permissions level for the field(s) for the sync user's profile. Solution Lead Fields: IsConverted, ConvertedDate, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId, status, OwnerId, IsDeleted, MasterRecordId, Id, SystemModstamp, CreatedDate, Name, Email, (Company, Owner.Name) Can be updated from Marketo: status, Name (via first/middle/last name), Email. Contact Fields: AccountId, OwnerId, IsDeleted, MasterRecordId, Id, SystemModstamp, CreatedDate, Name, Email, (Owner.Name, Account.Name) Can be updated from Marketo: Name (via first/middle/last name), Email Account Fields: OwnerId, IsDeleted, MasterRecordId, Id, SystemModstamp, CreatedDate, ParentId, Name Sync is one-way only by default so Marketo doesn't make changes to your account records. If two-way sync is turned on (e.g. for Person Accounts), Marketo can update Name. User Fields: AccountId, CreatedDate, Email, Id, ManagerId, SystemModstamp, UserType Sync is one-way only by default so Marketo doesn't make changes to your user records. Opportunity Fields: Id, IsDeleted, SystemModstamp, AccountId, CampaignId, CreatedDate, IsClosed, IsDeleted, IsPrivate, IsWon, Name, OwnerId, Probability, StageName, SystemModstamp, (LastModifiedDate) Sync is one-way only by default so Marketo doesn't make changes to your opportunities. Opportunity Contact Role Fields: ContactId, CreatedDate, Id, IsDeleted, IsPrimary, OpportunityId, SystemModstamp Sync is one-way only by default so Marketo doesn't make changes to the contact roles for your opportunities. Campaign Fields: Id, IsDeleted, SystemModstamp, CampaignMemberRecordTypeId, CreatedDate, IsActive, IsDeleted, Name, OwnerId, ParentId, Status, Type Sync is one-way only by default so Marketo doesn't make changes to your SFDC campaigns. Campaign Member CampaignId, ContactId, CreatedDate, Id, IsDeleted, LeadId, Status, SystemModstamp Can be updated from Marketo: Status Campaign Member Status Fields: CampaignId, CreatedDate, Id, IsDefault, IsDeleted, SystemModstamp Tasks Fields: Status, SystemModstamp, IsDeleted, CreatedDate, WhoId, OwnerId, WhatId, AccountId, IsClosed, IsArchived, IsReminderSet, RecurrenceActivityId, IsRecurrence, Id, SystemModstamp, Subject Event Fields: CreatedDate, Id, IsDeleted, OwnerId, Subject, SystemModstamp, WhoId Who This Solution Applies To All instances with a native SFDC integration.

Issue When you go to schedule a Smart Campaign, the Status tab says it is "set to affect about N/A people" instead of showing the actual number of leads that should go through the campaign. Solution There are two probable causes for this There is an error in the Smart List. If the Smart List references another nested Smart List, the error may be in the secondary Smart List, so you may need to drill down when you check this. The Smart Campaign has a Smart List in it with the same name. For example, if the Smart Campaign were named "EMEA Networking" but it also contained a Smart List named "EMEA Networking", it would cause the list processor to give this error. Making one of the names slightly different - "EMEA Networking Smart List" - should resolve this issue. If you have tried both options and are still unable to get the affected leads count to resolve, please contact Marketo Support with the results of the above troubleshooting and we will investigate further.

Included in this Article: Overview Creating Custom Fields Dynamic Updates Set Up Custom Fields in RTP Filter by Custom Fields Overview Unfortunately RTP does not support the option to use Lead Database segmentations as segments in RTP. However, it is still possible with a bit of a workaround. Essentially, you will want to create custom fields for each segmentation, dynamically update them using smart campaigns, and filter by these custom fields in RTP. Below we will describe the steps you will need to take to implement this. Creating Custom Fields To start off, you will have to make a custom field in My Marketo for each segmentation you wish to use in RTP. Follow the steps in this article to get the custom fields set up in My Marketo. Make sure to select Boolean in the Type field. Dynamic Updates Next, you will need to assign these custom fields to those matching their respective segmentations. To do so, we will create a smart campaign, which will also update the list as more leads begin to match the segmentation. In My Marketo, visit the Marketing Activities page and create a new Smart Campaign In the Smart List tab, choose the filter for your desired segmentation, and the Segment Changes trigger for the same segmentation The filter will include all of the existing members of the segmentation, and the trigger will include any members that qualify for the segmentation in the future. Next, In the Flow tab, select the Change Data Value action, click Add Choice, and format the action to change your custom field to true when the lead qualifies for your desired segment, and false otherwise It is important to have both cases, for your lead matching the segmentation and for not matching, because leads can both qualify or be disqualified for segmentations at any point in time. Finally, under the Schedule tab, edit the Smart Campaign Settings so this will apply every time, and Activate the campaign Set Up Custom Fields in RTP Once you have set up your custom fields in My Marketo, you will also have to set up this field to display in RTP: Go to your Account Settings and navigate to the Database tab Select your custom fields in the drop down menu at the bottom of the page, then click Filter by Custom Fields Finally, once you've set up the custom field in My Marketo and in RTP, you can use the custom field to target the leads that qualify for your segmentation in My Marketo. To do so: Go to the Segments page and create a new segment Lastly, use the Database filter, select your custom field, and choose either true or false depending on if you want to target those in or out of the segmentation There you have it! You can now use your segmentations in My Marketo to target your audience in RTP campaigns.

Issue If a lead in an import file has a blank value for a column (e.g. first name), will Marketo overwrite the existing data in Marketo when the file is imported? Solution Marketo does not overwrite the existing data if a field for a lead in an import file is blank. Per this article: https://docs.marketo.com/display/public/DOCS/Clear+Field+Values "Leaving the new value blank or simply entering a SPACE will not truly empty the field. You have to type in NULL. Also, remember, flow steps can't be undone after running." While the example shown in the article is with a smart campaign flow step, the NULL value is also applicable to list import.

Issue Advanced Filter for creating web segments is not selectable as an option. Only ALL or ANY filter logic can be selected. Why? Solution In order to select the advanced filter logic for creating a segment, there must be at least three filters in the segment. Otherwise, the option will be 'grayed out' or not selectable. This is similar to smart lists where: "Advanced filter logic is only available if there are three or more filters in your smart list." https://docs.marketo.com/display/public/DOCS/Using+Advanced+Smart+List+Rule+Logic

Included in this article Overview Your Premier Support entitlement has been enhanced with a Premier Success Team. Now, your Named Support Engineer is part of a 5-member Premier Success Team whose members work in concert to provide a full range of complementary skills. All your Premier support features remain intact (Mentoring Sessions, Accelerated SLAs, etc), but now your Named Support Engineer will be backed by a focused team of Premier Support Engineers to deliver world-class support tailored to meet the needs of your account. Benefits Each team is led by two Lead Support Engineers, and aided by three Premier Support Engineers. With a larger team, your engineers can specialize in specific knowledge areas, and we can connect you with our most senior engineers for your half-yearly instance reviews and mentor sessions. This will help to increase case resolution speed, decrease escalations, and elevate your overall support experience. Your Team Matthew Smith, Senior Technical Support Engineer Matt is a Certified MCE who has been working with Marketo Support since 2015. He is passionate about his customer's success and takes pride in building the relationships that help them succeed. Matt is an expert in the Core Marketo features as well as focused on CRM integrations and Sales Insight. In his free time Matt likes spend time with his two young boys and play board games and do puzzles with friends and family. Francisco Echavarria, Senior Technical Support Engineer Francisco is MCE certified and has been working with Marketo Support since 2015. He’s working on the frontlines providing triage support, Tier 2 support, and is now co-captain of Team Alpha. Francisco is a subject matter expert in CRM integrations with Microsoft Dynamics and Salesforce, API, and Sales Insight. While away from work Francisco spends most of his free time with his two young kids trying to stop them from burning down his house. Nicholas Wood, Technical Support Engineer Nick has been a member of Team Alpha since Fall 2017, and has been recognized by peers and customers alike for his desire to help our clients succeed. His patience and resourcefulness are a vital part of what makes him a valuable member of this team. He is skilled in the Marketo core features, as well as a focus on Email Deliverability. Nick enjoys spending time with his wife and newborn daughter, hiking, and trips to the coast. Tyler Coleman, Technical Support Engineer Tyler has worked in IT and technical support since 2014 and joined Marketo in July 2017. He previously provided technical support for a small business and a university. Tyler has extensive experience with web development, and has worked with a variety of programming languages including HTML/CSS, Javascript/Jquery, C++, python and more. Tyler is a subject matter expert in the REST API, email & landing page templates. During his free time, Tyler enjoys exploring wilderness and learning new skills and hobbies such as Yo-Yoing, juggling, painting, photography, and robotics. Dylan Paris, Associate Technical Support Engineer Dylan has been working in technical support and IT since 2014 and has been a part of Marketo Support since 2018. He brings experience in multiple support fields, with an emphasis on helping customers find quick and accurate solutions to their technical issues. When not on the clock, Dylan spends his time producing music and trying to get good at Super Smash Bros.

NOTE: As of late-2019, a Secured Domains 'base' offering is now automatically included in all new customer subscriptions, and existing customers upon next renewal. This secures your first landing page domain and first tracking link domain. To make any domain changes, or purchase coverage for additional domains, please contact your Marketo Engage Customer Success Manager (CSM) for more information. Marketo’s Secured Domains for Landing Pages secures any and all landing page domains defined in your instance to be served via HTTPS. Serving your pages securely assures that you’re providing critical security and data integrity for both your pages and your visitors’ personal information. Below you’ll find the 5-step process to secure your Marketo landing pages with Marketo’s Secure Domains for Landing Pages. Please note, there is an automated support case that gets created on your behalf when the purchase of Secured Domains for Landing Pages is completed. Step 1. Verify your Landing Page Domain, CNAMEs and any Domain Aliases are setup Before you can secure your landing page domains and any domain aliases (subdomains), you must first set these up in Marketo. If you are a new Marketo customer working through your implementation, please work with your implementation consultant on the landing page domain(s) setup and timing to cut over to HTTPS. If you’re securing your landing page domains for a previously implemented instance, please verify that your domains and domain aliases (subdomains) are set up in your instance. Below are some links to help: Edit Landing Page Settings – to set you Landing Page Domain Customize Your Landing Page URLs with a CNAME – to understand and set up CNAMEs (subdomains) Add Additional Landing Page CNAMEs – to set up multiple CNAMEs in your instance (subdomains) Be sure your redirect rules and domain aliases are updated to use https:// instead of http:// Step 2. Edit and update the HTML code of your existing landing page templates to HTTPS Next, you'll need to review and update your Marketo landing pages to ready them to be served securely. Please complete the following two actions in order before moving on to Step 3: If you purchased Marketo before January 2016, please un-approve and immediately re-approve all landing pages last updated before January 2016. This can be done in bulk in the Landing Pages section of Design Studio by selecting a group of pages for un-approve/re-approve via the “Landing Page Actions” menu. We recommend completing this step in batches of a maximum of 10-20 pages at a time. Instructions for doing so can be found here: Approve Multiple Landing Pages at Once - Marketo Docs - Product Documentation. You can see the "Last Updated" timestamp in the Landing Pages section of Design Studio. Open the HTML code for each landing page template. Change all URLs listed in the HTML currently formatted as "http://" to instead read "https://" TIP: Ctrl+F "http" to automatically highlight all URLs that must be updated: Simply add "s" after each http reference until ALL have been updated to https Missing even one URL's http reference will cause the "Mixed Content" browser warning: vs. SAVE THE PAGE AS A DRAFT Do not approve the draft. You will approve the drafts after Support activates SSL in Step 4. NOTE: Once you secure your Marketo landing pages to be served over HTTPS, you should not link to HTTP (unsecured) assets or pages from your secured landing pages. For more detailed guidance, please see our recorded instructions below Step 3. Respond to the TSE via the existing support case The TSE will then begin the process on our end to generate certificates to cover all the domains and subdomains configured in your instance. Once notified, please allow 3 business days for Marketo to create your secure server endpoint. Marketo's Support team will contact you when this is complete. We appreciate your patience during this 3-day setup process. Step 4. Marketo Support Will Activate Your Secured Domains for Landing Pages Once we've generated and issued the necessary SSL certificates for your domains, we'll notify you that it is done and activate SSL for your Landing Pages. NOTE: There will be a brief "cut-over" period between when HTTPS is enabled by the TSE and when you are able to complete Step 5 below. During this time, landing pages may show up to customers with a mixed-content warning; however, all links and emails will continue to work properly without disruption, and your customers are not at any risk. Be ready to complete Step 5 quickly once instructed to minimize this period. Step 5. Re-approve your landing pages and verify success Once your Support Engineer has activated the switch to HTTPS for your instance, you must immediately take the following actions: Approve all draft pages that you edited from Step 2 above. This can be done in bulk in the Landing Pages section of Design Studio by selecting a group of pages to approve via the “Landing Page Actions” menu. If you include a Marketo landing page on a secure website using an iframe, you will need update the HTML to load the secure version of the landing page, otherwise the end user will get a security warning. Verify your pages are loading and rendering as expected. Contact Marketo Support with any issues you may encounter. Questions & More Information For more detailed information, please see the Secured Domains Technical FAQ. Is this article helpful ? YesNo

Issue Your SFDC Campaign is synced to a Marketo Program but leads that are added to the SFDC Campaign are not showing up as members of the Marketo Program. Solution Take the following steps to troubleshoot this issue: Log into Salesforce using the Marketo Sync credentials. Confirm that the SFDC Campaign is visible to the Marketo Sync user. If it is not visible, this will cause the sync to fail. Confirm the members of the SFDC Campaign are visible to the Marketo Sync user. Marketo cannot sync leads it cannot see. Compare the member statuses of the SFDC Campaign to the statuses of the Marketo Program. The sync will only work for statuses that match exactly. For example, if the statuses for your SFDC Campaign are Invited Registered Attended but the statuses for your Marketo Program are Invited Attended then none of the leads in SFDC with a campaign status of "Registered" will be added to the membership of the Marketo Program. To resolve this, make sure that all statuses match between the campaign and the program. You may need to force an update on the leads to re-queue the sync.

Issue You are using a formula/look-up/reference field in Salesforce, the field is synced to Marketo, but you are not seeing updates sync from Salesforce to Marketo. Solution When a SFDC formula/look-up/reference field is updated, the SysModStamp does not update. The SysModStamp is how the sync knows which record (Marketo vs SFDC) is more up to date. You can think of the formula/look-up/reference field like a window to a different value. If the value inside the window changes, that does not queue the record up to be synced. But if the record is queued up to be synced due to another update made to the record, like changing first name, then the current value inside the window will sync down to Marketo. To avoid this delay in updating, you may wish to replace the formula or lookup field with a string field that has the appropriate value written to it by a workflow. Updates to SFDC string fields will always update the SysModStamp and queue the sync to Marketo.

This originally appeared on the Brand Driven Digital blog, 9/19/2013. Written by Marketo's Digital Marketing Evangelist, DJ Waldow. Used with permission. Unemotionally Subscribed – People on your list who have not opened or clicked an email message from you in an extended (several months) period of time. They have not unsubscribed. They have not marked your message as spam. They either ignore it or take the time to actually delete it every time it lands in their inbox. Now, it depends on who you ask, but the percentage of your list that is considered “unemotionally subscribed” can be as high as 30%. Yup. Nearly one out of every three folks on your email list are not interacting with your emails … not at all. As I mentioned in this What Counts guest post, once you figure out who fits this “inactive” criteria, you have a few options: Immediately unsubscribe or delete them. I call this the “DO NOT PASS GO, DO NOT COLLECT $200″ approach. Move to a new list and mail to less frequently. I call this the “I think I need to see you a bit less often” approach. Send a last ditch “We missed you” type email. If they don’t respond, then do #1. I call this the “I’m going to give you one more chance” approach. Set up a re-engagement email series. I call this the “I really don’t want to break up, but if you are not responding at all, well, it’s over” approach. No one method is necessarily better than the other. I’ve seen all 4 executed before. As I often say, the best practice here is the one that’s best for your subscribers (and your business). I recently came across a great – creative, human, funny – example of #3, the last ditch “we missed you” email. Thanks to Suzanne Oehler who forwarded me this email. Check out this email from NTEN: The Nonprofit Technology Network The subject line – We miss you! - was certainly one that would stand out in many inboxes. The intro paragraph was short and to the point, but nothing crazy. But then it got fun … and creative. The first call to action read: “If you’d like to continue receiving NTEN emails, click here by Friday, August 2nd. Yay! This makes us very happy.” Again, they get right to the point. They even add a bit of “human” (Yay! This makes us very happy.) But it gets better. The “click here” link leads to hilarious Happy Dog video. IF you are a dog owner, you’ll love this. The second call to action read: “If you’d rather not receive NTEN emails, we’re sad to see you go. Simply delete this email and in a short time your account with NTEN will be removed from our systems.” Nothing crazy. Direct. Clear. Simple. However, the “sad” link again goes to a video – this one goes to a Sad Cat Diary video. Warning: some language in this video is NSFW. Then again, if you’ve ever owned a cat, you’ll appreciate the humor. The third, and final, call to action read: “Of course, if you change your mind, you can always sign up again” with the “sign up” link taking clickers to their email subscription landing page, of course. Now, fun and creative is one thing. If campaigns like these do not meet their intended goals (getting folks re-engaged), then, well, they are just “fun and creative.” So … Did It WORK? I contacted the team at NTEN to see how effective this campaign was. Below is what they shared with me. They sent this email to a list of 24,000 subscribers who had not opened in email from them in the past year. For this particular campaign, they reported the following metrics: Open rate – 38.89% vs. 26.73% “average” over the previous few emails Click-to-Open Rate* – 47.37% vs. 12.3% “average” over the previous few emails *in other words, of the 38.89% who opened the email, nearly 50% clicked at least one link Of those who clicked a link, the Top 4 most-clicked links were: 41.14%: Click Here (Happy Dog … to stay subscribed) 4.91%: Unsubscribe 2.21%: Sign up 2.14%: Sad (Sad Cat … to opt-out) By all accounts, I’d say this “We Miss You” campaign was a HUGE success? What do you think? Have you tried a “reenagement campaign in the past? If so, how effective was it for you? Drop a note in the comments below! P.S. The email marketing team at NTEN shared their “lessons learned” from this campaign in this blog post. I love their transparency. Is this article helpful ? YesNo

Required Profile Permissions for Marketo Synchronization API Enabled Manage Public Documents Manage Public Templates Edit HTML Templates Edit Events Edit Tasks Convert Leads Transfer Lead* Transfer Record* Enable Read/Create/Edit/Delete access on the following required Standard Object Permissions: Opportunities Contacts Leads Accounts Campaigns (if you choose to enable campaign sync) From the Profile Detail page, click Edit and complete the steps in this section.In the old profile layout the following should help: Enable the following Administrative Permissions: API Enabled Manage Public Documents Manage Public Templates Edit HTML Templates Transfer Record * Enable the following General User Permissions: Edit Events Edit Tasks Convert Leads Transfer Lead* Enable Read/Create/Edit/Delete access on the following required Standard Object Permissions: Opportunities Contacts Leads Accounts Campaigns (if you choose to enable campaign sync) Click Save to save your changes and return to the Profile Detail page. Enable Read access on any custom objects that you'd like to sync with Marketo. Marketo only supports syncing of custom objects associated with leads, contacts, and accounts. For merging leads, this profile needs Edit and delete access on the lead object and on all objects (standard and custom) that your Leads and Contacts use. *Transfer Lead and Transfer Record are optional but may be required if you wish for Marketo to be able to change the owner of a record You must add each field you want synced to Marketo to your page layout; all other fields will not be synced. If you use other editions of Salesforce, Marketo will sync down all fields that the sync account has permission to access (whether or not they're in the page layout).

Issue After clicking on a link within a sent email, link gets a 404 redirect error instead of going to the expected landing page. However when clicking to that link within the Marketo Email Editor it goes to the expected landing page without error. Solution This happens when the tracking link domain name is pointing to the wrong Canonical Name (CNAME). The reason it works in the previewer is that the previewer does not use tracking links. Run a CNAME lookup on a tool like mxtoolbox.com. Take note of the Canonical Name Double check that it is the same as the "Tracking Link" found under Admin/Email/Tracking Link. If the CNAMES are not the same you will need to work with your IT team to modify them. Once this has been modified and propagates through the web (24 hours or so) tracking links should work.

Issue You have been receiving form submissions that appear to have bogus/nonsensical data in the fields, such as "kjsag@sm4.to" for email address, or "111-111-1111" for phone number, or in a Comment field other random nonsensical text. Solution Currently, there are no default settings in Marketo that prohibit a form submission if the required fields are filled out. A great workaround for addressing these bogus form submissions in Marketo is to implement a 'honeypot' field on the form. To do this, you will need to create a custom Marketo field, string type, and name it something distinctive (such as "spam" or "honeypot"). After creating this field in Marketo Admin > Field Management, place this new field on the form as a hidden field. Real live end-users do not see hidden fields, but spam bots will see them and fill out all available fields. So now when we see form fills with this honeypot field "not empty," we know that it was a bot fillout. Setting up the Honeypot Field Say that you have a Trigger Campaign that's having some issue with these spam/bogus form fills. In the flow of this campaign, you can add a flow step at the top: Remove from Flow, with a Choice. Choice: If Honeypot field Is not empty, then remove from flow Default: do nothing This way, the lead record is removed from the flow. You can also have other campaigns to handle these bogus form fills, such as a daily recurring batch to delete the record. Other Options Another method of dealing with bot fillouts is to enable a reCaptcha. In fact, a very prolific Marketo user has written custom code that you feasibly could use to enable a reCaptcha on the form! Check this out: https://codepen.io/figureone/pen/meybqN?editors=0110

Included in this article Overview Marketo's Live Chat offers a great way to get the help you need. Chat live with Marketo experts and we’ll answer your questions, point you to detailed support resources, or open a support case. Our Live Chat Support feature is a convenient way to connect with us. Live Chat Availability Marketo Live Chat is available around the clock during the week on a 24x5 schedule, excluding regional holidays. Access to Live Chat depends on your support level as shown below: Online Business Premier Elite Support Portal X X X X Live Chat X X X X Phone X X X Starting a Live Chat Session Your Authorized Support Contacts can start a Live Chat session by visiting the Support Portal at support.marketo.com. Locate and click the Live Chat link or button to initiate a chat session. If you do not see this panel in the Support Portal, you may not be an Authorized Support Contact. Please contact your Marketo admin to manage your authorized contacts. Where to Locate the Live Chat Button The live chat option will appear on the Support page in the Community and will also show up in the Case Connector when logging a case online. Support Additional Questions Have additional questions about Live Chat or other support features? Please feel free to contact us at marketocares@marketo.comsupport@marketo.com Want to upgrade your Service level? Please contact your Marketo Account Manager.

Note: Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. If you need to modify JavaScript, please ensure that you have access to an experienced JavaScript developer. Is this article helpful ? YesNo These instructions show you how to dynamically show the State field and make it required when a user selects United States or Canada as the country in a form. Note: This solution will not work with progressive profiling enabled. We will work to improve it in the future

When a Lead/Contact is deleted from Salesforce it is not automatically deleted from Marketo. If you want to delete these left over Leads/Contacts do the following: 1. Create a campaign using the SFDC Is Deleted filter set to True for the Smart List. 2. For the Flow step choose the Delete Lead action and set the Delete Lead from SFDC to True. This will ensure that the Lead/Contact will be deleted from both Salesforce and Marketo.

Marketo Champions are customers who have demonstrated outstanding leadership in the Marketo Community, are experts in Marketo products, are avid contributors in the social world, and are loyal advocates of the Marketo brand. Benefits and perks our Champions receive include: Access: Meetings with our product and marketing teams to give exclusive feedback Previews: Given early previews to products, features, and releases when available Publicity: Exclusive speaking opportunities at our annual Marketo Summit and other events Networking: Special networking events with Marketo executives and fellow Champions and semi-annual conference calls Ownership: Ownership of content and exclusive activities at our annual Marketo Summit that showcase your expertise and thought leadership Credibility: Special Champion badge on Marketo Community profiles, and profiled on Marketo's corporate website Sweet Swag: Champion-exclusive swag To find out more information and apply, click here. To view a complete list of current Champions, click here. Join the Marketo Elite Today!

Technically, you cannot move records backwards in a progression status. The only so called “backward” status that you can change the record to is a progression status of “Not In Program”; however, doing this removes them from the membership of the program. If you do this procedure, this will allow you to re-add them with a different status. We mentioned technically this cannot be done but logically, there is another method that allows you to juggle the record’s progression status but in a more lateral movement with what appears to be in a “backward” state. This is all dependent on how you have your channel steps configured. To access your channel steps, please do the following: Choose Admin Choose Tags Click the + next to Channel Locate the channel you wish to configure and highlight it Click the drop-down menu towards the top of Tag Actions, and select Edit You should now see a pop-up window that allows you to configure the status steps for that channel like the following example: This is a article attached image If you configure statuses that have the same step number, this will allow you to move the record in a lateral movement which, in a sense, is somewhat like a backward progression but it really isn't. With the example screen capture, I can do a change in progression status of “Invited” to “Attended Show” and vice-versa because the step is with an identical number. If I wanted to change in progression status of “Invited” to “Engaged” and back, it will not work because the step value is not identical. You can reference more information about this in the Create a Program Channel article.

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

Top Blocklists - What You Need to Know

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

Segmentation cannot be approved with error message "No Possible Draft"

SFDC - Required Fields for SFDC Sync

Smart Campaign Status: Set to Affect Around N/A Existing People

Web Personalization (RTP) - Use Lead Database Segmentations in RTP

List Import - Blank Values in CSV or TXT File

Web Personalization/RTP - Web Segment Advanced Filter not Available

Learn More About Your Success Teams, Team Alpha

Setting Up Secured Domains for Marketo Landing Pages – FIRST TIME SETUP

Members Failing to Sync Between SFDC Campaign and Marketo Program

Formula/Look-Up/Reference SFDC Field Not Updating in Marketo

A Creative Re-Engagement Email Campaign

Required Profile Permissions in Salesforce for Marketo Sync

Link In Sent Email goes to 404 Error/Page Cannot Be Displayed

Dealing with Spam or Bot Form Fillouts

Marketo Live Chat Support

Dynamic State and Province for US and Canada in forms

Clean up Leads That are Still In Marketo After Being Deleted from SFDC

Marketo Champion Program

Backward Progression Status