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  What is a Blocklist? Can I Still Send My Emails, or Are You Blocking Me from Sending? What Is a Spamtrap and Why Do They Matter? Can You Give Me the Spam Trap Address That Triggered the Blocklist So I Can Remove It from My Database? Can You Give Me More Information regarding the Blocklist Issue? What Is the Quarantined IP Range? I Sent This Email Campaign a While Ago. Why Am I Only Getting Notification of the Blocklist Issue Now, and Am I Still Blocklisted? The Blocklist Notification Went to the Wrong Email Address. Why Was It Sent to That Address? Which blocklists should I be concerned about? - Top Blocklists – What You Need to Know How do blocklist issues get resolved? What steps do I need to take to resolve the blacklist issue? - Blocklist Remediation      
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  Note: This document applies to the Marketo Secured Domains for Tracking Links product only.   Every link you include in your Marketo emails will have tracking code automatically appended when sent. For those in highly regulated industries, your company may require that you securely encrypt the Marketo tracking links. Remember that Marketo takes the URLs you place inside of emails and shortens them using the "Branded Tracking Link" domain (this is another CNAME you set up in Marketo under Admin--> Email). These tracking links are how Marketo enables you to track engagement with your emails.   Setting Up Secured Domains for Tracking Links instructions - Setting Up Secured Domains for Tracking Links   Do I need to secure my Tracking Links? If your company (likely IT) has implemented HSTS, you WILL need to secure your tracking links for your recipients' email->web page redirect to function correctly. Additional information on HSTS, including how to check if it's been implemented on your domain can be found here: SSL: The HSTS Policy and Your Marketo Subdomains.   HSTS is a web server directive companies may choose to enforce which forces all subsequent requests for resources on that domain to be loaded through HTTPS. This is most common for those in highly regulated industries, such as financial and healthcare institutions. Please note, enforcing HSTS does not also convert Marketo tracking links in emails to HTTPS - that must be done via Marketo Support.   Other Helpful FAQs What is Marketo Secured Domains for Tracking Links? This secures the tracking link domains (which is what makes the URLs appear as HTTPS instead of HTTP) by providing the SSL certificate for each unique domain. Please note tracking links are NOT the same as your SPF/DKIM domain, which is the domain from which your emails are sent., whereas this is the domain located within your emails that tracks click-throughs.   How many domains can I secure with the Secured Domains for Tracking Links? Technically, there is no limit to the number of tracking link domains a customer may have. The base Secured Domains offering included on all subscriptions covers the cost to secure your first tracking link domain; however, if you need more, you may simply add additional domains to your contract a la carte, so you only pay for what you need (in contrast to the previous bundled offering). Contact your Marketo Customer Success Manager for more information.   How is the Secured Domains for Tracking Links product different than the Secured Page Services, SSL for Tracking Links service? Unlike the legacy SSL-only service, Secured Domains not only generates and auto-renews all certificates needed for securing your domains, but provides an exponential layer to what 'secured' entails - it's not just an SSL certificate anymore. For a full explanation of Marketo's Secured Domains offering, and how it differs from just the SSL certificate, please see this Nation Post or check out this Marketo Blog Post about cyber-security and marketing.   What setup/configuration is required before securing my Marketo Tracking Links? You must configure (brand) your CNAMES for Email Tracking links. More information here: Brand Your Tracking Links   Can I secure my tracking links without securing my Marketo landing pages? Technically? Sure. But while secured tracking links have yet to be enforced by email clients, secured landing pages have been enforced by browsers since 2018, which is why we include both in our base bundle. The general public is far more likely to not stick around or enter personal data on an unsecured landing page than they are to not click an unsecured tracking link.   Do I need to provide a TLS/SSL Certificate? No. Secured Domains moves 100% of the SSL ownership to Marketo - all aspects of procuring, managing and renewing certificates is done automatically without human interaction. In fact, we only allow customer-provided certificates on an exception-only basis, OR if you require an Extended Validation (EV) type certificate.   What Certificate Authority issues the certificate(s) for the Marketo’s Secured Domains for Landing Pages product? The certificates are authored by DigiCert.   What type of certificate is provided? We produce a pack of two certificates; The primary certificate uses a P-256 key, is SHA-2/ECDSA signed, and will be presented to browsers that support elliptic curve cryptography (ECC). The secondary or fallback certificate uses an RSA 2048-bit key, is SHA-2/RSA signed, and will be presented to browsers that do not support ECC.   Will my domains be on a shared SSL certificate with other companies? As part of our Secured Domains products, each of your fully qualified domain names will get its own certificate. That means you will not be on a shared certificate with other companies.   Can I provide my own SSL certificate(s) to secure my domains? Not unless it's an Extended Validation (EV) type certificate. Marketo can only automatically renew the certificates we generate to secure your domains.   Are security headers applied to my tracking link domain? Security headers are applied to tracked links in emails that are sent to your leads. The tracking link domain itself (e.g. https://click.example.com) will not return all security headers. The subdomain itself does not host content and is not intended to be browsed. Marketo Support will not respond to security scans performed on the tracking link domain itself.
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  Ready to secure your Marketo landing pages? Whether you’re securing your pages for the first time or adding additional CNAMEs to your already secured instance, you’re in the right place!   NOTES: As of late 2019, ALL subscriptions now include a base Secured Domains offering - this covers your first landing page domain and first tracking link domain. Additional domains may be purchased a la carte. Secured Domains includes the necessary SSL certificates; therefore, Marketo no longer accepts customer-provided certificates, unless they are EV type. These certificates auto-renew annually, eliminating the risk of expiration and hassle of having to renew them yourself. Please contact your Marketo Customer Success Manager for more information or to purchase additional domains.   To get started, please choose one of the options below:   Setting Up Secured Domains for Marketo Landing Pages - FIRST TIME SETUP Setting Up Secured Domains for Marketo Landing Pages - ADDING NEW SUBDOMAIN Legacy SSL vs. Secured Domains Overview    
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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  
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Issue Customers on Dedicated IPs are able to set up additional branding within the Marketo sending infrastructure.  You are able to set up a branded 'envelope_from' so the From Domain used by the Marketo sending servers is associated with your brand instead of with Marketo. This enables you to further isolate your sending reputation to your own brand and email activity.  This can improve delivery rates to email networks looking for this level of alignment (generally smaller B2B domains but this can also help with AOL and Gmail).  Branded 'envelope_from' is also key for authentication using DMARC, as it will allow you to align the domains in your email headers. Solution Marketo's default return path/envelope_from domains include: San Jose datacenter - @em-sj-77.mktomail.com London datacenter -    @eu-lon-188.mktomail.com Ashburn datacenter - @potomac1050.mktomail.com Sydney datacenter -  @snsmtp.mktomail.com   Examples: Standard: Dedicated IP 199.15.21x.xxx envelope_from: em-sj-77.mktomail.com   Branded: Dedicated IP 199.15.21x.xxx envelope_from: m01.companydomain.com   Process: To implement this, you will need to chose a sub-domain of your choice for this branding, and set up 3 DNS entries: IN A (your sub-domain): Your dedicated IP IN MX (your sub-domain): Your dedicated IP's host-name (a sub-domain of mktdns.com) IN TXT (your sub-domain) “v=spf1 a mx include:mktomail.com ~all”   The subdomain must be unique. You cannot use your landing page or tracking link domains for your branded return path.  Once that DNS setup is completed, submit a case to Marketo Support with those details and we can complete the process by implementing that branding for your instance's emails.    
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This article explains how to enable tracking if your Google AdWords ad is configured to link to a Marketo landing page with a Marketo form. When the lead fills out the form on the landing page, the Google Adwords CampaignID and keyword values will be passed to Marketo through hidden fields. High-level Requirements Create custom Marketo fields to capture the PPC information Add those fields as hidden fields to the Marketo form(s); configure the hidden fields to get their value from the URL Parameters Add parameters to your destination links in Google AdWords ads using static values or ValueTrack parameters; you can use the Marketo or Google URL builder to simplify this Decide on an 'original' or 'most recent' PPC source strategy If your PPC strategy is to capture original PPC source, then the custom PPC fields need to be configured to block field updates. If your PPC strategy is to capture the most recent PPC source, then you can use the default configuration (i.e. fields not blocked from updates). Enter PPC program period (monthly) cost information Benefits This solution does not require custom coding This solution does not require any additional cost Analytics - Standard Number of new leads acquired by Google Adwords Program Cost per new lead acquired by Google Adwords Program Number of leads acquired by keyword/search phrase Top 10 keywords/search phrases which acquired new leads Top 10 AdWords CampaignID which acquired new leads Number of Opportunities by keyword/search phrase Number of Opportunities by CampaignID Analytics - Revenue Cycle Analytics (RCA) Conversion ratio of your Google Adwords Return to investment for your Google Adwords Top 10 keywords by month report which shows Average days to convert to opportunity Number of leads converted to opportunity Top 10 CampaignID’s by month report which shows Average days to convert to opportunity Number of leads converted to opportunity Program Channel report >> Google Adwords (custom channel) metrics by quarter New names, cost per new name Opportunity units, Pipeline generated, revenue, revenue to investment Instructions Create the custom fields in Salesforce.com on both the lead and contact object, making sure they map from lead to contact. The custom fields will sync over to Marketo mapped 2 Salesforce.com fields to 1 Marketo field. For instructions to create Salesforce.com custom fields, please reference Salesforce.com knowledgebase or work with your Salesforce.com Administrator. If you do not want these custom fields in Salesforce.com, you can create the fields in Marketo. Custom fields you create in Marketo will be Marketo only fields as they will not sync over to Saleforce.com. The custom fields to be created Campaign Source (utm_source) Required. Use utm_source to identify a search engine, newsletter name, or other source. Example: utm_source=google Campaign Medium (utm_medium) Required. Use utm_medium to identify a medium such as email or cost-per-click. Example: utm_medium=cpc Campaign Term (utm_term) Used for paid search. Use utm_term to note the keywords for this ad. Example: utm_term=running+shoes CampaignID (utm_campaign) Used for keyword analysis. Use utm_campaign to identify a specific product promotion or strategic campaign. This can be used to capture the Adword CampaignID Example: utm_campaign=spring_sale Create a Marketo program (i.e. Google Adwords Program) and use a program channel (i.e. custom 'Google Adwords' channel) with 'converted' as the success progression status. Make sure you assign the associated period costs for this program on the setup tab. You will need to do this on a monthly basis; this is required if you want to get a 'cost per' analysis. Create a Marketo form with all the above fields on the forms as 'hidden fields' configured to get values from a URL parameter. Include other fields as normal and call this 'PPC Form' Map the URL parameter to the associated hidden field (i.e. utm_source maps to 'Campaign Source') Create a Marketo landing page which you will use to link the Google Adwords ad Include the PPC Form on this landing page. Use the Marketo URL Builder to add the key values and parameter tokens to the URL. In the example below, the first URL is the URL to the landing page, and the second URL includes the URL parameters and associated values/tokens. URL: http://info.mycompany.com/lp/example/PPCExample-Start-Your-Free-Trial-Now.html Tagged URL: http://info.mycompany.com/lp/example/PPCExample-Start-Your-Free-Trial-Now.html?utm_source=AdWords&utm_medium=PPC&utm_term={keyword}&utm_content={creative} When configuring your Google Ad, use the tagged URL as the destination link which takes the lead who clicks on the Google Ad to the landing page. The keyword and CampaignID will be passed automatically when the lead clicks through the Google Adwords ad. The Source (Adwords) & medium (PPC) will be passed as the values in the tagged URL Learn more: Google Adwords and Marketo Overview Linking a Google Adwords Ad to Any Page on Your Website Google Adwords and Marketo FAQs
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Syntax Recommendations Common Look Up mechanisms a: mx: include: ip4: ip6: exists: ptr: all Common Modifiers redirect= exp= An A Record must ALWAYS contain IP address (map host to IP) CNAME (Alias) must contain hostnames. No IPs here NS an MX records must contain host names. No IPs allowed. MX records (for mail servers)  should contain hostnames NOT IPs. Too Many Mechanisms Section 10.1, "Processing Limits" of the SPF RFC 4408 specifies the following in regards to DNS lookups: SPF implementations MUST limit the number of mechanisms and modifiers that do DNS lookups to at most 10 per SPF check, including any lookups caused by the use of the "include" mechanism or the "redirect" modifier.  If this number is exceeded during a check, a PermError MUST be returned.  The "include", "a", "mx", "ptr", and "exists" mechanisms as well as the "redirect" modifier do count against this limit.  The "all", "ip4", and "ip6" mechanisms do not require DNS lookups and therefore do not count against this limit. The "exp" modifier does not count against this limit because the DNS lookup to fetch the explanation string occurs after the SPF record has been evaluated. This limit is in place to prevent SPF lookups from being a useful avenue for Denial of Service attacks. Using an example SPF record as an example to illustrate, this record was breaking with 12 look-ups: example.com text = "v=spf1 include:_spf-a.example.com include:_spf-b.example.com include:_spf-c.example.com include:_spf-ssg-a.example.com include:spf-a.anotherexample.com ip4:131.107.115.215 ip4:131.107.115.214 ip4:205.248.106.64 ip4:205.248.106.30 ip4:205.248.106.32 ~all" [ 5 mechanisms] _spf-a.example.com  text = "v=spf1 ip4:216.99.5.67 ip4:216.99.5.68 ip4:202.177.148.100 ip4:203.122.32.250 ip4:202.177.148.110 ip4:213.199.128.139 ip4:213.199.128.145 ip4:207.46.50.72 ip4:207.46.50.82 a:mh.example.m0.net ~all"  [ +1 = 6 mechanisms] mh.example.m0.net a = 209.11.164.116 _spf-b.example.com text = "v=spf1 include:spf.messaging.example.com ip4:207.46.22.35 ip4:207.46.22.98 ip4:207.46.22.101 ip4:131.107.1.27 ip4:131.107.1.17 ip4:131.107.65.22 ip4:131.107.65.131 ip4:131.107.1.101 ip4:131.107.1.102 ip4:217.77.141.52 ip4:217.77.141.59 ~all" [+1 = 7 mechanisms] spf.messaging.example.com text = "v=spf1 include:spfa.anotherexample.com include:spfb.anotherexaple.com include:spfc.anotherexample.com -all"  [+3 = 10 mechanisms] spfa.anotherexample.com  text = "v=spf1 ip4:157.55.116.128/26 ip4:157.55.133.0/24 ip4:157.55.158.0/23 ip4:157.55.234.0/24 ip4:157.56.112.0/24 ip4:157.56.116.0/25 ip4:157.56.120.0/25 ip4:207.46.100.0/24 ip4:207.46.108.0/25 ip4:207.46.163.0/24 ip4:134.170.140.0/24 ip4:157.56.110.0/23 -all" [+0 = 10 mechanisms] spfb.anotherexample.com  text = "v=spf1 ip4:207.46.51.64/26 ip4:213.199.154.0/24 ip4:213.199.180.128/26 ip4:216.32.180.0/23 ip4:64.4.22.64/26 ip4:65.55.83.128/27 ip4:65.55.169.0/24 ip4:65.55.88.0/24 ip4:94.245.120.64/26 ip4:131.107.0.0/16 ip4:157.56.73.0/24 ip4:134.170.132.0/24 -all" [+0 = 10 mechanisms] spfc.anotherexample.com  text = "v=spf1 ip4:207.46.101.128/26 ip6:2a01:111:f400:7c00::/54 ip6:2a01:111:f400:fc00::/54 ip4:157.56.87.192/26 ip4:157.55.40.32/27 ip4:157.56.123.0/27 ip4:157.56.91.0/27 ip4:157.55.206.0/24 ip4:157.55.207.0/24 ip4:157.56.206.0/23 ip4:157.56.208.0/22 -all" [ +0 = 10 mechanisms] _spf-c.example.com  text = "v=spf1 ip4:203.32.4.25 ip4:213.199.138.181 ip4:213.199.138.191 ip4:207.46.52.71 ip4:207.46.52.79 ip4:131.107.1.18 ip4:131.107.1.19 ip4:131.107.1.20 ip4:131.107.1.48 ip4:131.107.1.56 ip4:86.61.88.25 ip4:131.107.1.44 ip4:131.107.1.37 ~all" [+0 = 10 mechanisms] _spf-ssg-a.example.com  text = "v=spf1 include:_spf-ssg-b.example.com include:_spf-ssg-c.example.com ~all"  [+2 = 12 mechanisms] _spf-ssg-b.example.com  text = "v=spf1 ip4:207.68.169.173/30 ip4:207.68.176.1/26 ip4:207.46.132.129/27 ip4:207.68.176.97/27 ip4:65.55.238.129/26 ip4:207.46.222.193/26 ip4:207.46.116.135/29 ip4:65.55.178.129/27 ip4:213.199.161.129/27 ip4:65.55.33.70/28 ~all"  [+0 = 12 mechanisms] _spf-ssg-c.example.com text = "v=spf1 ip4:65.54.121.123/29 ip4:65.55.81.53/28 ip4:65.55.234.192/26 ip4:207.46.200.0/27 ip4:65.55.52.224/27 ip4:94.245.112.10/31 ip4:94.245.112.0/27 ip4:111.221.26.0/27 ip4:207.46.50.221/26 ip4:207.46.50.224 ~all" [+0 = 12 mechanisms] spf-a.secondexample.com  text = "v=spf1 ip4:157.55.0.192/26 ip4:157.55.1.128/26 ip4:157.55.2.0/25 ip4:65.54.190.0/24 ip4:65.54.51.64/26 ip4:65.54.61.64/26 ip4:65.55.111.0/24 ip4:65.55.116.0/25 ip4:65.55.34.0/24 ip4:65.55.90.0/24 ip4:65.54.241.0/24 ip4:207.46.117.0/24 ~all" [+0 = 12 mechanisms] Character String Too Long 255 character limitation in a single string https://kb.isc.org/article/AA-00356/0/Can-I-have-a-TXT-or-SPF-record-longer-than-255-characters.html http://www.string-functions.com/length.aspx You may have more than 255 characters of data in a TXT or SPF record, but not more than 255 characters in a single string. If you attempt to create an SPF or TXT record with a long string (>255 characters) in it, BIND will give an error (e.g. "invalid rdata format: ran out of space".)  Strings in SPF and TXT records should be no longer than 255 characters.  However to get around this limitation, per RFC 4408 a TXT or SPF record is allowed to contain multiple strings, which should be concatenated together by the reading application.  In the case of use for SPF (using either TXT or SPF RRs) the strings are concatenated together without spaces as described below.  Reassembly by other applications of multiple strings stored in TXT records might work differently. 3.1.3. Multiple Strings in a Single DNS record As defined in [RFC1035] sections 3.3.14 and 3.3, a single text DNS record (either TXT or SPF RR types) can be composed of more than one string. If a published record contains multiple strings, then the record MUST be treated as if those strings are concatenated together without adding spaces. For example: IN TXT "v=spf1 .... first" "second string..." MUST be treated as equivalent to IN TXT "v=spf1 .... firstsecond string..." SPF or TXT records containing multiple strings are useful in constructing records that would exceed the 255-byte maximum length of a string within a single TXT or SPF RR record. EXAMPLE text = "v=spf1 ip4:199.15.212.0/22 ip4:72.3.185.0/24 ip4:72.32.154.0/24 ip4:72.32.217.0/24 ip4:72.32.243.0/24 ip4:94.236.119.0/26  ip4:37.188.97.188/32 ip4:185.28.196.0/22 ~all“ text = "v=spf1 ip4:199.15.212.0/22“ " ip4:72.3.185.0/24 ip4:72.32.154.0/24 ip4:72.32.217.0/24" " ip4:72.32.243.0/24 ip4:94.236.119.0/26" " ip4:37.188.97.188/32 ip4:185.28.196.0/22 ~all" Null Records in the SPF Record A record that is NULL or that does not exist will break an SPF record.  Syntax within the record is very important, if there are extra spaces between mechanisms it will count as NULL. EXAMPLE text = "v=spf1 ip4:199.15.212.0/22“ <- accurate text = "v=spf1 ip4: 199.15.212.0/22“ <- NULL (NOTE the space between IP4: and the IP) Repetitive Records in the SPF Record - Void Lookups If there are too many repetitive mechanisms in the SPF record, including records that cascade (for example when using "include:") the record will break. There is a MAX of 2 void look ups in an SPF record.  More than that and the record will break.  This prevents SPF records from being used in Denial of Service style attacks. Validation Tools SPF checker, syntax validator and SPF tester http://www.kitterman.com/spf/validate.html SPF checker http://vamsoft.com/support/tools/spf-policy-tester SPF validator http://vamsoft.com/support/tools/spf-syntax-validator CIDR Calculator http://www.subnet-calculator.com/cidr.php Nslookup http://network-tools.com/nslook/ SPF creation wizard http://www.microsoft.com/mscorp/safety/content/technologies/senderid/wizard/ Common SPF errors http://www.openspf.org/FAQ/Common_mistakes SPF syntax definitions http://www.openspf.org/SPF_Record_Syntax
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Included in this article Lead-to-Account Matching Why aren't leads automatically associating with my named accounts? Why do the incorrect leads get associated with my Named Accounts? Discover CRM Accounts or Discover Marketo Companies Why do I see fewer numbers of CRM accounts in the Discover CRM account grid than in my CRM system? Why can't I see the new contacts and opportunities automatically associated with my Named Account that I created based on that CRM account? I can't see any company names in Discover CRM grid or Discover Companies grid. I have a bunch of leads from a specific company, but I don't see this company in the Discover grid. Top Accounts Why I can't see any named accounts in my Top Named Account list? Top People Why can't I see people with stars and flames at account level? Interesting Moments Why don't I see Interesting Moments at account level? Email Activities Why can't I see Email metrics such as number of emails sent at account level? User License Why can't my users see the new ABM Tile? User Permission Why can't I create/edit/delete a Named Account, Account Lists etc. Logos Why can't I see the Logo for my Named Account? Additional Documentation Lead-to-Account Matching   Why aren't leads automatically associating with my named accounts? Because the named accounts have not been created from the Discover Company grid or Discover CRM grid. Marketo TAM only supports automatic association when you create Named Accounts from Discover grids.     Why do the incorrect leads get associated with my Named Accounts? The most common cause of this is an error made associating the company to the incorrect Named Account. The Support team has the ability to delete the rule for further association of the wrong leads to accounts. Contact Marketo Support for more detailed information.       Discover CRM Accounts or Discover Marketo Companies   Why do I see fewer numbers of CRM accounts in the Discover CRM account grid than in my CRM system? Marketo TAM de-duplicates the CRM accounts based on their account name. (e.g. the 2 CRM Accounts "Acme" and "acme" would show as 1 company in discover grids).     Why can't I see the new contacts and opportunities automatically associated with my Named Account that I created based on that CRM account? Make sure the Named Account was created from the Discover CRM grid. Make sure the CRM account name in the CRM system has not changed. If it has been changed, then go back to the Discover CRM grid and associate the new CRM record in this grid with the existing Named Account.     I can't see any company names in Discover CRM grid or Discover Companies grid. This will require help from the Support team. Contact Marketo Support for more detailed information.     I have a bunch of leads from a specific company, but I don't see this company in the Discover grid. It can take a few minutes up to a few hours to process the new leads in the lead database before the company is proposed on the Discover grid. Check if the leads were recently created in the system. The company name on the leads could be different than the company name in the Discover grid. One of the databases we use matches companies to domains used, but another one may have a different company listed, which will get sorted out as the databases update the records. This issue could also be caused by information from those leads coming from an ISP, or if they have public email domains (e.g. Gmail, Yahoo). We don't show these company names in the Discover grid.       Top Accounts   Why I can't see any named accounts in my Top Named Account list? TAM won't show Named Accounts in Top Accounts with ZERO pipeline or ZERO account score.       Top People   Why can't I see people with stars and flames at account level? This will happen if your subscription doesn't have Sales Insight enabled       Interesting Moments   Why don't I see Interesting Moments at account level? This will happen if your subscription doesn't have Sales Insight enabled       Email Activities   Why can't I see Email metrics such as number of emails sent at account level? This will happen if your subscription doesn't have Email Insights enabled       User License   Why can't my users see the new TAM Tile? Each user must have an TAM license issued in order to access the tile.       User Permission   Why can't I create/edit/delete a Named Account, Account Lists etc. This will happen if the user doesn't have permissions enabled to create/edit/delete Named Accounts.       Logos   Why can't I see the Logo for my Named Account? Logos are not supported when you merge 2 companies into 1 Named Account       Additional Documentation Here are some links to related Documentation that you may find useful:   Account Based Marketing (ABM) FAQ - Product Facts & Figures Target Account Management Overview - Marketo Docs - Product Docs TAM - Issue a License - Marketo Docs - Product Docs TAM - Permissions - Marketo Docs - Product Docs TAM - Getting Started With TAM - Marketo Docs - Product Docs TAM - Account Score - Marketo Docs - Product Docs TAM - Account Lists - Marketo Docs - Product Docs TAM - Add People to a Named Account - Marketo Docs - Product Docs TAM - Discover Accounts - Marketo Docs - Product Docs TAM - Lead to Account Matching - Marketo Docs - Product Docs TAM - Named Accounts Overview - Marketo Docs - Product Docs TAM - Account Filters - Marketo Docs - Product Docs TAM - Account Triggers - Marketo Docs - Product Docs TAM - Main Dashboard - Marketo Docs - Product Docs TAM - Account List Insights - Marketo Docs - Product Docs TAM - Named Account Dimension in RCA - Marketo Docs - Product Docs TAM - Named Account Insights - Marketo Docs - Product Docs
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Setting an email to "operational" does the following No unsubscribe link automatically added Email will be sent to leads set to Unsubscribed Email will be sent to leads set to Marketing Suspended   Note - when sending an operational message, Unsubscribed and Marketing Suspended leads will still be included in the "blocked from email" count on the schedule tab of the campaign.   When is it OK to use the operational setting?   Sending marketing email to unsubscribed addresses is illegal. For this reason, you should be extremely careful to only use this setting in extremely limited circumstances. Using this setting incorrectly violates Marketo's Terms of Service, and most antispam laws. There may be legal consequences for using this setting incorrectly. Good uses of the operational setting fall into two categories: Transactional messages Relationship messages   What's a transactional message? A transactional message is part of a transaction that a lead has initiated and you are responding to. Here's some examples of transactional messages: Receipts for purchases Registration confirmations Download links in response to form fill-outs Requested assets (whitepapers, spec sheets, etc.)   What's a relationship message? A relationship message describes something that affects your business relationship with the lead. Here's some examples of relationship messages: Downtime notifications Changes to terms of service Recall notices End of service notifications   Operational messages should not contain any marketing content at all. In other words, do not use the operational setting to send a message that contains a receipt and a promotion, only a receipt.
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Marketo users can configure Marketo to manage, nurture, and measure leads that are created from Google AdWords. We offer 2 options, depending on what type of web page is linked to your Google AdWords ad. Option 1: Link Google Adwords Ad to a Marketo Landing Page with a Form   This solution does not require custom coding This solution does not require any additional cost Option 2: Link a Google Adwords Ad to Any Page on your Website This solution does require custom coding so that you can capture the PPC (pay per click) information when the lead comes back 'later' to fill out a form on your page Depending on whether you have resources internally to do the custom coding, this solution may or may not require additional cost Reporting Available (for both Option 1 and 2) Number of new leads acquired by Google Adwords Program Cost per new lead acquired by Google Adwords Program Number of leads acquired by keyword/search phrase Top 10 keywords/search phrases which acquired new leads Top 10 AdWords CampaignID which acquired new leads Number of Opportunities by keyword/search phrase Number of Opportunities by CampaignID Additional Reporting Available if you have Revenue Cycle Analytics/Explorer Conversion ratio of your Google Adwords Return to investment for your Google Adwords Top 10 keywords by month report which shows Average days to convert to opportunity Number of leads converted to opportunity Top 10 CampaignID’s by month report which shows Average days to convert to opportunity Number of leads converted to opportunity Program Channel report >> Google Adwords (custom channel) metrics by quarter New names, cost per new name Opportunity units, Pipeline generated, revenue, revenue to investment     Learn more:   Linking a Google Adwords Ad to a Marketo Landing Page with a Form Linking a Google Adwords Ad to Any Page on Your Website Google Adwords and Marketo FAQs  
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Just joined the Marketo family? Want to learn more about how to use Marketo? Drop by one of our Office Hours!   Group Office Hours are one-hour sessions for you to virtually connect with a marketing automation expert when you need personalized guidance and insightful advice. Office Hours are available weekdays at different hours to meet our customers' needs around the globe.   Please note these open sessions are open to Launch Pack customers only. If you have not signed up for the service and would like to, please send an email to services@marketo.com.   Prerequisites: You must be within 90 days of your Marketo subscription start date or have signed up for the service You must have taken the Marketo Core Concepts class What to expect: Marketo Expert facilitating the open group session Types of questions: How to/Best Practices/Strategy/On-boarding   Upcoming Sessions:   EMEA EMEA Office Hours: Monday, 2 PM GMT
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Want to gauge how many leads clicked through a link you have in your social media or other outlets? This can be done using URL Parameters at the end of the URLs you use. Basically, you just add a little bit of code to the end of the hyperlinked URL. When leads click through and arrive at your Landing Page, that code can be captured into a hidden Form field. Here’s how to do it.   Quick Overview of URL Parameters In the structure of a URL, there are two main parts. The first part is used for navigation, and the second part is used to pass data along. The two parts are separated by a question mark. For example, let’s look at this URL:   www.myawesomewebsite.com?URLParameter=ThisIsAParameter   The first part of the URL, “www.myawesomewebsite.com” is the main part of the URL used for navigation. The whole rest of the URL from the question mark on, “?URLParameter=ThisIsAParameter” is referred to as a querystring. It isn’t needed for navigation to the page specified, but can be used to pass the extra data you want to include.   This is a article attached image   The querystring contains the URL Parameters, which are used to push data into the hidden Form fields. In the querystring “?URLParameter=ThisIsAParameter” used here, “URLParameter” corresponds to the name of the parameter you use when designating the value for the hidden Form field, and “ThisIsAParameter” will be the value that is actually entered into that field. You can add additional values into additional other fields by adding those into the format of the URL separated by an ampersand like this:   www.myawesomewebsite.com?URLParameter=ThisIsAParameter&URLParameter2=ThisIsValue2&URLParameter3=ThisIsValue3   In this example, you’ve got the same initial value being pushed into the first hidden field, but now two more hidden fields will store the next two values as well. The name of the parameter for the second hidden field would be “URLParameter2” and the value put into it would be “ThisIsValue2”. The third hidden field parameter name would be “URLParameter3” and the value put into this field would be “ThisIsValue3”. This is a article attached image Applying This to Social Media Use So, how does this let you track leads coming from each of your social media sources? Well, in setting up your different promotional channels, when adding the hyperlink, you can customize the URL parameter for each channel so that the values passed will input the information specific to where they came from. The parameter values will change from one social media outlet to the next, but the structure and format will stay the same.   Let’s use the social media sources of Twitter, LinkedIn and Facebook as examples. Since you’re looking to identify the source of these leads, you’d likely want to name your parameter as “Source” so that it’s easily identifiable. Using the same base URL, let’s see how you’d structure the URLs. For hyperlinks placed on Twitter: www.myawesomewebsite.com?Source=twitter For hyperlinks placed on LinkedIn: www.myawesomewebsite.com?Source=linkedin For hyperlinks placed on Facebook: www.myawesomewebsite.com?Source=facebook   When leads fill out the form on your landing page, the Source field will then tell you exactly where they came from! The best part, this is completely customizable and scalable. You can add more parameters and hidden fields to capture additional information like what campaign it is for.   Documentation How to make form fields hidden: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/demand-generation/forms/form-fields/set-a-form-field-as-hidden How to define hidden form field value: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/demand-generation/forms/form-fields/set-a-form-field-as-hidden (Look for the section on URL Parameters in particular) Using the URL builder to generate the URLs you’ll be using: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/demand-generation/landing-pages/personalizing-landing-pages/using-the-url-builder    
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Here are some details about how Marketo emails are sent and tracked. Before sending your email Marketo makes a couple of additions to your email before sending it: Replace all the email tokens (ex. "{{First Name}}") with their database or default values Wrap all links with Marketo tracking information Add an invisible image to track opens   With those changes complete, Marketo will attempt to deliver your email to the recipient. Email sends and deliver events Once the email is sent from Marketo's servers, a Send Email event is added to the lead's activity log. If the mail was successfully delivered, Marketo logs an Email Delivered event. Email bounces Sometimes an email can't be delivered. Marketo will place these email bounces into two categories: Soft bounce Sometimes an email isn't deliverable immediately, but might be okay later - for example, if a recipient's mailbox is full. This is a soft bounce and is logged as an Email Bounced Soft event. Marketo attempts to deliver the message up to 3 times, trying each Mail Exchange (MX) server. With each attempt, the timeout value is increased. Hard bounce Sometimes an email cannot be delivered no matter what, for example. the email address is incorrect.  This is a hard bounce and is logged as an Email Bounced event.  Marketo sets the lead's Email Invalid field to true so that the lead will not be emailed again.  The Email Invalid Cause is populated with a reason returned by the mail server. Email blocked Emails may be blocked for a number of reasons, including, spam complaints, blacklisting, or because some aspect of the email content has triggered a spam filter.  When an email is blocked it is logged as an Email Hard Bounced event. Marketo sets the lead's Email Suspended flag for 24 hours during which they cannot receive email. When an email is marked as spam Sometimes leads will mark your emails as spam or junk mail.  When that happens, Marketo is notified of this event by the lead's email provider, and Marketo will automatically unsubscribe the lead from the emails by setting the Unsubscribed flag to true. Email opens When a recipient views an email, their email client retrieves the invisible image from Marketo's servers.  This triggers an Open Email event, no matter how long or short the view was.  An Open Email event also occurs when a lead clicks the "View as web page" link in an email. Only one email open event is tracked regardless of the number of times a lead views the email.  This happens because email clients make the open event unreliable.  For example, a lead could open the email multiple times just by browsing through their inbox via the preview pane reading the entire message content without clicking/opening the actual email, or the lead's email browser may block images which prevents Marketo from tracking the open events. Due to Marketo's distributed architecture, email open events may be delayed a couple of minutes between when the event occurs and when they appear in the lead's activity log. Email link clicks The links in an email are wrapped by Marketo with special tracking code.  When a recipient clicks on one of those links, the Marketo servers are informed about the click, and a Click Email event is logged to the recipient's activity log. A person who clicks one of these links also gets cookied by Marketo; this makes them a known lead and causes subsequent web activity (on Munchkin-enabled pages) to appear in their activity log. "View as Web Page" events When the "View as web page" option is used for email, the views and clicks on those pages work just like views and clicks on the actual email in the lead's inbox.  For example, any click on a link on the email web page registers in the lead's activity log just like the lead clicked it in an email client.    
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We manage our network to provide our customers with the highest server availability and best deliverability possible.  Marketo Engage has a strong anti-spam policy and a team that handles blocklist notifications in our IP space and spam complaints.  We also cooperate with most major anti-spam providers and ISPs.  In addition, we maintain feedback loops for many of the most popular email providers.  For more information on feedback loops and ISPs with whom we have this arrangement, click here. Blocklistings are usually caused by sending mail to a spam trap email address.  For an explanation on what causes blocklisting, click here. When we receive notification of a blocklisting, we react in two ways.  First, we go through the procedures to remove the listing from that blocklist as soon as possible.  Second, we determine (if possible) which of our customers caused the blocklisting and work with them to improve their mailing lists to prevent a reoccurrence in the future.  This is usually a cooperative process, most frequently, a review of mailing policies and strategic pruning of a customer’s lead database will return them to best practices.   Blocklists: Frequently Asked Questions   Is this article helpful ? YesNo  
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Included in this Article: Overview The Content Recommendation (CRE) is a powerful way to bring your online content up front and center. The standard CRE promotes content through a recommendation bar along the bottom of the screen. The Rich Media CRE is an advanced version that allows more customization and control, putting the content recommended into a tile format in the body of the page itself.  This doc will answer some of the most frequently asked questions about the CRE. Where can I find documentation to get me started? Understanding Content Recommendations - Marketo Docs - Product Docs Understanding Content Analytics - Marketo Docs - Product Docs Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs RTP Rich Media Recommendations API » Marketo Developers How does the CRE work? RTP content recommendations are based on propensity modelling - matching relevant assets to visitors in real-time. It runs visitor attribute similarities, visitor tastes and preferences and then selects the best performing assets for those visitors based on goals and conversions. It’s a great way for marketers to learn about their site’s content performance and use scientific calculations to optimize their content automatically, taking out the guessing work. To complete the digital loop, you can apply the results and extend high performing content’s reach through your outbound channels. How does the CRE select the type of content it delivers to visitors? The Content Recommendation Engine uses predictive analytics and machine learning algorithms to decide which pieces of content are relevant for each visitor individually. The parameters that are taken into consideration are: Location (Region, Country, State and City) Organization (if most of the visitors from company X are consuming this content, others from the same company will be more likely to receive it as well) Industry Revenue range Size range Number of clicks (page views) Pages viewed Number of previous visits The CRE is also based on the Markov Algorithm which takes into account the path previous visitors took when they viewed specific assets. It then predicts what asset the current visitor is most likely to click on next based on previous visitors' behaviors. The Engine also identifies the most recent assets added to the CRE and promote these recent assets. The Recommendation Engine won't recommend an asset if the visitor is on that asset page, nor will it recommend an asset that the visitor has already clicked on in the recommendation bar during their session. Do I need to create different types of segments to use the CRE? No - It’s done automatically! The sophisticated algorithms used by our proprietary technology automatically present relevant content to your audience segment using digital behavior, keyword search terms and firmographics such as: geolocation, employee size, revenue size, and industry. How can I know how many visitors clicked the recommendation bar? Option 1: Whenever a visitor clicks on a link to an asset from the CRE, "iesrc=rcmd" is appended to the URL as a means of tracking (along with some other code). So, any time a visitor clicks on a link to an asset in the CRE, the URL they go to always includes that "iesrc=rcmd". You can create a segment to track visitors in RTP who have clicked these links by using *iesrc=rcmd* in an "Include Pages" filter. Then you'll be able to identify these visitors directly in RTP and even build campaigns from this segment. Option 2: Use Google Analytics to see more in depth reports and dashboards. Detailed directions can be found here: What are direct and assisted leads? One way to measure the success of a campaign or piece of content is to evaluate the direct and assisted leads that content or campaign resulted in. Direct leads are anonymous or known visitors that clicked on recommended content or a personalized campaign and filled out a form in the same session (~30 minutes). Assisted leads are visitors that clicked on a piece of content or campaign and filled out a form some time in the next 6 months. How can I analyze CRE results in Google Analytics? Detailed directions can be found here:Web Personalization (RTP) - Analyzing Content Recommendation Engine results in Google Analytics How can I analyze RTP results in Marketo? Detailed directions can be found here: Define a Smart List for Web Personalization Activities - Marketo Docs - Product Docs How are the Named Accounts dashboard analytics calculated The graph shows the stage of a visit from a specific group of organizations starting from awareness all the way to action. The exact formula is part of our secret sauce, but it is based on behaviors like site visits and number of interactions compared to site averages. It is more of a general insight in terms of how many accounts of a specific list are advanced in the process (multiple visits, lots of page views) or very new (first visit). It will be enhanced in the near future to include more data points and signals. For more information, see this article: Account-Based Marketing Analytics - Marketo Docs - Product Docs How does the Asset Discovery work? Please see Web Personalization (RTP) - How does Asset Discovery work? Is the recommendation bar compatible with mobile devices? Yes, the CRE recommendation bar adjusts the text to fit mobile devices. You can set the font size in account settings Is it possible to customize the asset types? Custom content can be identified based off of the URL of the web page. Directions on how to create these custom content patterns can be found at the bottom of the documentation here. https://docs.marketo.com/display/public/DOCS/Enabling+Content+Discovery Once identified, that web page is then served through the CRE as a piece of content being recommended. This custom content will be categorized based on different set asset types. While the content itself is entirely custom, the content types they fall into aren't customizable. The current asset types are: Article Blog Case Study Data Sheet Presentation Press Video Webinar White Paper Is it possible to customize which content the CRE uses? Yes, you can customize the content type that the recommendation feature will use to present to your sites visitors. You can choose which assets will or won't be displayed by switching ON the relevant assets. To do this, navigate to your Recommendations page and click on the green or red icon in the Recommendations column. Then choose On or Off accordingly Is there separate reporting available to see the performance of the recommendation engine? Yes, your content performance can be analyzed using Contact Analytics reporting. Documentation about this reporting can be found here: Understanding Content Analytics - Marketo Docs - Product Docs What other RTP reporting is available? There are lots of reports available. Details about all of these reports can be found here: Email Reports - Marketo Docs - Product Docs Here are the types of reports that are available: RTP Email Reports Daily/Weekly Organizations Report Daily/Weekly Leads Report Top Performing Real-time Campaigns Top Performing Assets Report Recommended Assets Report Summary Report What are the CRE customization options? Please see the details here: Enabling the Content Recommendation Bar - Marketo Docs - Product Docs There are many options available for customization: Colors Link Color: Select the color of the hyperlink in the CRE from the dropdown choices. Background Color: Select the color of the CRE background from the dropdown choices. Font Font Size: Type in the size of the font for the CRE in the 'Font Size' field. Must be in pixels (px). Recommend size is 14 or 15px. Font Family: Type in the font type you want to use in the 'Font Family' field. Arrow Arrow Icon Color: Select the color of the arrows in the CRE bar from the dropdown choices. Arrow Icon Font: Select the icon style (arrows, chevrons, hands, etc.). Arrow Icon Opacity: Define the opacity level for the arrows What does Update Metadata Dynamically mean? When creating or editing content assets, you'll see an option to Update Metadata Dynamically. You can enable the "Update Metadata Dynamically" option in your discovered assets so that asset can automatically get updated with data that helps it be more effectively recommended.\ RTP collects all these attributes about assets like the search terms that people used on search engines before reading them. It analyzes the visitors clicking on them, organization name, industry, location etc. RTP also automatically adds metadata data to an asset based on the visitor’s in-session behavior, so it could include URLs the visitor was on, keywords and referrals. All of this data is accumulated for the recommendation engine to calculate and produce the best result to recommend. Also see these articles: Web Personalization (RTP) - How does Asset Discovery work? Create New Content - Marketo Docs - Product Docs What Machine Learning models does RTP use? 1. Collaborative Filtering based on visitor behavior and asset attributes (Cluster Analysis and Markov Algorithm) 2. Trending Algorithms Most trending/popular/new assets are showing up more often While providing equal opportunity for new assets Also see: How does the CRE select the type of content it delivers to visitors​ Will existing assets get overwritten when they are rediscovered? No, assets are only discovered once. The assets are unique, based on the asset's URL (not including the parameters). Any customization you make in the recommendation text, title, URL, etc won't change unless you manually change it. See the documentation here: Create New Content - Marketo Docs - Product Docs Not seeing all subdomains in account settings If you are not seeing all your subdomains in the Account Settings, make sure that you have all domains selected under Organizations: Go to "Organizations". For the "Domains" drop down list, check "Select All". Rich Media CRE What is the max number of characters I can have in the Header or Description? It's recommended that the Header be no more than 40 characters and the Description no more than 140 characters Is there a library of images we can use for the thumbnail? No, it is recommended the user add their own Thumbnail URL of an image related to the piece of recommended content. (Do you really want to use a stock photo that lots of other companies use?) Can I change the text in the button from ‘Read Me’ to say something else? Yes, the text in the call to action button can be changed. The recommendation template can be changed in the JavaScript configuration properties (rcmd.cta.text). See: RTP Rich Media Recommendations API » Marketo Developers Is 3 pieces of content the only number allowed? Yes, the Rich Media CRE is set up to work with three pieces of content at a time. Do the content pieces recommended have to be displayed horizontally? No, there are two versions of the recommendation template. You can also stack them vertically. Template1: 3 content pieces horizontal Template2: 3 content pieces vertical. See examples of both at the end of this doc: Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs
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Included in this article How many total named accounts can I have within Marketo ABM? There is no limit from a product perspective. How many account lists can be created? 1,000 How many Named Accounts can be added to the Account List? 500 Is Marketo ABM Workspace specific? No. Named Accounts are visible to all the Workspaces. But Lead Partition rules are still honored. Which means you can see a named account in multiple Workspaces but depending on the Lead Partition rules, you can only see leads belonging to the corresponding Workspace within that named account. Which lead attributes are used for Lead-to-Account Matching? It is based on 3 lead attributes: Email Domain, IP Address and Company Name. We convert Email Domain and IP address to the Company Names and match all 3 to identify strong and weak matches. How are strong lead matches to Named Accounts determined? When the Company Name matches 3 out of 3, or 2 out of 3 times, then we consider this a strong match. How are weak lead matches to Named Accounts determined? When the Company Name matches only 1 out of 3 times, then we consider this a weak match. How can you make Marketo ABM automatically associate leads to Named Accounts? When you create a Named Account from any of the Discover grids, Marketo creates rules which then going forward are used to do automatic association of leads from the company to Named Accounts. Do I see all the CRM accounts in the Discover CRM grid? Yes, all the CRM accounts that are synced in Marketo show up here Does the number of CRM accounts match the number of CRM accounts shown in Discover CRM grid? Not necessarily. Marketo ABM does light de-duplication by CRM account names. First, we remove company suffixes before matching to company names. (Ex: Co, Corp, Corporation, Gmbh, Inc, Incorporated, LLC, LLP, LP, Ltd, PA, PC, PLC, PLLC). Second, we merge companies or CRM accounts in Marketo with duplicate names (not case sensitive) What does the Discover Marketo Companies grid show? This grid shows all the CRM accounts as well as Marketo Companies that we found in the Marketo lead database. What happens if I delete Named Accounts? None of the leads associated with the Named Accounts will be deleted. You can always go back to the Discover Companies grid and re-create the Named Account. Can I merge duplicate companies or CRM accounts manually in Marketo? Yes. You can use Discover Marketo Companies to do that. How is the week-over-week engagement over time chart determined and how frequently it is calculated? We take daily account scores and show the maximum account score for that week. This chart is calculated every 8 hours. How is the week-over-week pipeline chart determined and how frequently it is calculated? We add the total sum for the 'Amount' of all opportunities except closed-won and closed-lost. We show opportunity amount on last day of the week. This chart is calculated every 24 hours. How is the week-over-week revenue chart determined and how frequently it is calculated? We add the total sum of the 'Amount' of all the closed-won opportunities on a weekly basis. This chart is calculated every 24 hours. Does Marketo ABM backfill data for engagement over time charts? No. Engagement is tracked from the time Named Accounts are created. We don't backfill. How far back can I see engagement over time, pipeline and revenue charts? 90 Days. How far back are email and web activities calculated for? 30 Days. How is pipeline determined? Pipeline is calculated as a sum total of 'Amount' for all open opportunities except closed-won and closed-lost in CRM accounts. How frequently are account scores calculated? Every 30 minutes. How is Currency calculated? Currency is the Subscription currency. Marketo ABM does not covert the currency. Does Marketo ABM support Account hierarchy? Not in this current version, but it is planned for future versions. Additional Documentation Here are some links to related Documentation that you may find useful: Account Based Marketing (ABM) - Troubleshooting Tips Account Based Marketing Overview - Marketo Docs - Product Docs Account Based Marketing - Issue a License - Marketo Docs - Product Docs Account Based Marketing - Permissions - Marketo Docs - Product Docs Account Based Marketing - Configure CRM Mapping - Marketo Docs - Product Docs Account Based Marketing - Account Score - Marketo Docs - Product Docs Account Based Marketing - Account Lists - Marketo Docs - Product Docs Account Based Marketing - Add People to a Named Account - Marketo Docs - Product Docs Account Based Marketing - Discover Accounts - Marketo Docs - Product Docs Account Based Marketing - Lead to Account Matching - Marketo Docs - Product Docs Account Based Marketing - Named Accounts - Marketo Docs - Product Docs Account Based Marketing - Account Filters - Marketo Docs - Product Docs Account Based Marketing - Account Triggers - Marketo Docs - Product Docs Account Based Marketing - ABM Main Dashboard - Marketo Docs - Product Docs Account Based Marketing - Account List Insights - Marketo Docs - Product Docs Account Based Marketing - Named Account Dimension in RCA - Marketo Docs - Product Docs Account Based Marketing - Named Account Insights - Marketo Docs - Product Docs
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This article explains how to enable tracking if your Google AdWords ad is configured to link to any landing page on your website, which may or may not have a Marketo form on it. The destination landing page converts the URL parameters into cookies. The page with the form has embedded JavaScript code to read the cookies and insert the values to the appropriate hidden form fields. High-level Requirements Create custom PPC fields to capture the PPC information Add those fields as hidden fields to the Marketo form(s); configure the hidden fields to get their value from the URL Parameters Add parameters to your destination links in Google AdWords ads using static values or ValueTrack parameters; you can use the Marketo or Google URL builder to simplify this Decide on an 'original' or 'most recent' PPC source strategy[REQUIRES CODING] Add JavaScript code to convert URL parameters into cookies, on all landing pages you plan on linking the Google Ad to. If your PPC strategy is to capture original PPC source, then the custom PPC fields need to be configured to block field updates. If your PPC strategy is to capture the most recent PPC source, then you can use the default configuration (i.e. fields not blocked from updates). [REQUIRES CODING] Add JavaScript code to convert URL parameters into cookies, on all landing pages you plan on linking the Google Ad to. [REQUIRES CODING] On the form pages, JavaScript code needs to be added to read the cookie and then pass the information to the appropriate PPC hidden field on form submission. Enter PPC program period (monthly) cost information Instructions Create the custom fields in Salesforce.com on both the lead and contact object, making sure they map from lead to contact. The custom fields will sync over to Marketo mapped 2 Salesforce.com fields to 1 Marketo field. For instructions to create Salesforce.com custom fields, please reference Salesforce.com knowledgebase or work with your Salesforce.com Administrator. The custom fields to be created Campaign Source (utm_source) Required. Use utm_source to identify a search engine, newsletter name, or other source. Example: utm_source=google Campaign Medium (utm_medium) Required. Use utm_medium to identify a medium such as email or cost-per-click. Example: utm_medium=cpc Campaign Term (utm_term) Used for paid search. Use utm_term to note the keywords for this ad. Example: utm_term=running+shoes CampaignID (utm_campaign) Used for keyword analysis. Use utm_campaign to identify a specific product promotion or strategic campaign. This can be used to capture the Adwords CampaignID Example: utm_campaign=spring_sale Create a Marketo program (i.e. Google Adwords Program) and use a program channel (i.e. custom 'Google Adwords' channel) with 'convert' as the success progression status.Create a Marketo form with all the above custom fields on the forms as 'hidden fields' and call this 'PPC Form' Make sure you assign the associated period costs for this program on the setup tab. You will need to do this on a monthly basis; this is required if you want to get a 'cost per' anaylsis. Create a Marketo landing page and include the PPC Form on this landing page. Include code to get parameters from cookies Capturing Search Engine and PPC info on Landing Pages https://nation.marketo.com/docs/DOC-1101 For all landing pages you plan on linking your Google Adword to as the 'destination link', you need to include code to convert URL parameters value to cookies Add the key values and parameter tokens to the URL. In the example below, the first URL is the destination URL you want to use, and the second URL includes the URL parameters and associated values/tokens. URL: http://www.mycompany.com/GreatProducts.html Tagged URL:http://www.mycompany.com/GreatProducts.html?utm_source=AdWords&utm_medium=PPC&utm_term={keyword}&utm_content={creative} When configuring your Google Ad, use the tagged URL as the destination link which takes the lead who clicks on the Google Ad to the landing page. The keyword and CampaignID will be passed automatically when the lead clicks through the Google Adwords ad. The Source (Adwords) & medium (PPC) will be passed as the values in the tagged URL Learn more: Google Adwords and Marketo Overview Linking a Google Adwords Ad to a Marketo Landing Page with a Form Google Adwords and Marketo FAQs
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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
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Issue Several types of fields in Marketo have requirements for the type of data that can be stored, as well as the limit to how much data can be contained in that field type. The Custom Field Type Glossary can tell you what fields are available, and this article will show you details on the type and maximum limits for those fields.    Field Types & Limits Boolean Can only be set to “true” or “false” (stored in the database as 1 or 0).   Currency Maximum value of 9223370000000000000.  Will be displayed with the currency set in your instance under Admin -> Location.   Date Must be formatted “MM/DD/YYYY”.   Datetime Must be formatted “MM/DD/YYYY HH:MM:SS”.   Email Must be a properly formatted email (user@example.com).   Float Can include decimals up to the hundredths place.  The value will round to the nearest hundredth (eg. 99.999 rounds to 100, 99.985 rounds to 99.99).  Maximum value of 10000000000.   Formula See this guide: Create and Use a Concatenated String (Formula) Field    Integer Values are limited to between -2147483647 to 2147483647.   Percent Must be a full number without decimals.  Maximum value of 9223370000000000000.   Phone Can have letters, numbers, or characters.  Maximum of 2,000 characters.   Score Maximum score of 2147483647.  If the score is increased higher than that, the score will reset to -2147483647.   String Can contain letters, numbers and special characters.  Limit of 255 total characters   Text Area  Can contain letters, numbers and special characters.   Limit of 65,535 total characters   URL "http://"  will automatically be appended to the value if the value doesn't have that prefix or "https://" already.  Does not have to be formatted any further (Generic top-level domain not required).  
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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.
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