Product Documents

Included in this article: Overview Marketo provides several options to help you decide whether a person should receive emails. The options within Marketo Sales Insight (MSI) can alter this behavior, so this article will go through what those differences are. How Marketo Decides Whether to Send an Email There are three ways that marketing emails can be stopped from being sent by Marketo. Full details can be found here Understanding Unsubscribe - Marketo Docs but here's a recap: People have the option to unsubscribe from emails. If they unsubscribe, marketing emails will be blocked, but operational emails will still be sent. If the email hard bounces, Marketo will mark the email as invalid, which blocks all further emails. If your organization wants to block emails to particular people, there two options: “Marketing Suspended” will block Marketing emails, but not operational emails (e.g. an email with a whitepaper that was requested via a form fill-out). “Black Listed” means that this person will not receive any emails of any kind (e.g. used for competitors). Emails Sent from Sales Insight Default setting Emails sent through MSI are sent depending on the settings in Marketo Admin > Sales Insight. The standard out-of-the-box settings for these 'sales emails' is to "Show Unsubscribe Footer" for "All Emails". Unsubscribe footers Unsubscribe footer included If the Unsubscribe Footer is included in the email, then the email will be considered a marketing email. MSI will therefore "Respect Unsubscribe Settings" by following the record's Unsubscribe/Suspended/Blacklisted/Invalid status. Unsubscribe footer not included Emails not showing the footer will "Ignore Unsubscribe Settings" and are sent regardless of whether the email address is Invalid, Unsubscribed, Marketing Suspended or Blacklisted. MSI Email Setting Types There are 3 types of sales emails sent from MSI: Standard Marketo marketing emails, emails marked Operational in Marketo, and emails without templates in MSI. The settings in Admin > Sales Insight will determine whether each type is sent or not. Note: Communication Limits do not ever apply to emails sent from MSI or from the Outlook/Gmail plugin. Standard Marketo marketing emails Marketing emails from Marketo will either "Respect Unsubscribe Settings" or "Ignore Unsubscribe Settings" depending on which option is chosen. If set to "Ignore Unsubscribe Settings", the email will always be sent unless the email is invalid. Emails set as Operational in Marketo Marketo's operational emails published to MSI will only be sent if the setting is to "Ignore Unsubscribe Settings". Emails without templates in MSI If an email is sent through MSI but is not drafted off of a Marketo email that has been published to MSI, then it is not linked back to a Marketo email. The footer that contains the unsubscribe information is appended to Marketo marketing emails. If the email is not drafted in Marketo but instead is drafted from within MSI, then that footer never gets appended to the email, so therefore there's no way for it to even consider unsubscribe settings. How Deliveries are Logged When emails are delivered, they will appear in the Email tab of Sales Insight in that record. If the email was blocked (unsubscribed, invalid email, etc.), there won't be any indication that it was blocked, but the email won't show in the Email tab. Emails sent by Marketo will show the Marketo logo. Emails sent by MSI won't show this logo. Note: this is true even if it is the exact same email sent. Outlook / Gmail Plug-in Emails sent from the Outlook/Gmail plug-in are always sent.  These emails are sent through your own Outlook/Gmail and not through Marketo. Because the emails are not sent from Marketo, there is no check if the record is unsubscribed or blacklisted, etc. If sent with the “Send and Track” button, these emails will be logged in Marketo but they will not be mail merged. All emails that are actually sent (in other words: not blocked) will be visible in the Activity Log in Marketo, Activity History in Salesforce.com (if configured to sync this) and the Email tab in Sales Insight. If an email is blocked it is not recorded anywhere. Send to Email Invalid? Send to Unsubscribed? Send to Marketing Suspended? Send to Blacklisted? If record hit Communication Limits, will the email send? Smart Campaign Normal No No No No No Operational No Yes Yes No Yes Sales Insight in SFDC Show Footer No No No No Yes Hide Footer No Yes Yes Yes Yes Outlook/Gmail Plug-in All Emails Yes Yes Yes Yes Yes

Great Excel Spreadsheet to help you organize your Marketo

We use Eventbrite for smaller, local events (such as regional happy hours or lunch & learns) that our non-Marketo team members set up and run. The integration between Eventbrite and Salesforce was not allowing us to capture the data the way we wanted to, so we looked for a way to feed the data from Eventbrite into Marketo, prior to sending it into Salesforce. The solution for us was adjusting our data flow process to utilize “zaps” via Zapier. This step-by-step guide will show you how we were able to integrate our systems to capture the data we need. Side Note: Zapier offers a 14-day free trial which will allow you to test this functionality to see if it will work for your organization. WHAT YOU NEED TO GET SET UP: Admin access to Marketo, Eventbrite and Zapier Unique email address to create Zapier/Marketo connection (ex: zapierapi@yourcompany.com) Custom Field: Eventbrite ID (this may or may not already be available – just check ) PROCESS TO GET SET UP: Step 1: Add Eventbrite and Marketo to your “Connected Accounts” within Zapier Connect Eventbrite account to Zapier account Connect Marketo account to Zapier account Follow the instructions found here to obtain your Client ID, Secret and Domain Please note: You will need to create an alias email address to connect the Zapier API to your Marketo instance (ex: zapierapi@yourcompany.com) Step 2: Create Zap to capture event “registration” in EventBrite and feed the data into Marketo EVENTBRITE: Create the event in Eventbrite. Make adjustments to the “order form” as needed to ensure that the appropriate fields are being captured upon registration. If certain fields are necessary to add to your database, make sure that they are “required” fields on the order form (ex. First Name, Last Name, Company Name, Email Address, etc.). Make your event “live” and submit a test registration (you’ll be able to remove the test later). MARKETO: Create a list in your Marketo Lead Database to capture registrants. For scalability, it’s recommended that you create a “Zap Lists” folder under your “Group Lists” folder. Use a naming convention that will clearly identify which list should be associated with which event. We use the date of the event as the unique identifier (ex: 160629 NE Happy Hour - Registered) MARKETO: Create an Event program in Marketo. If you would like to use the Marketo Events app to check people in at the event, be sure that you use the appropriate channel for your program. In the “Setup” tab, be sure to add your period costs, appropriate tags, and analytics behavior. Also, be sure to “schedule” your event if you plan to use the Marketo Events App for attendee check-in. MARKETO: Create a smart campaign to add the appropriate registrants to the event program. SMART LIST: Trigger: Added to List > List Name is [insert the list name you created in Lead Database to capture registrants] Filter: Eventbrite Id > Eventbrite Id is [leave blank until you obtain the id from Zapier] FLOW: Change Program Status > Program [the program you created] New Status: [channel > registered] Please note: You can create whatever additional flow steps or smart campaigns you need to facilitate your program. The above are just the basics needed to associate the lead with the program for the Zapier dataflow process described here. ZAPIER: Once you’ve completed the items listed below, select the “Make a Zap!” button. Be sure to clearly name your Zap, so you know what event and action the Zap represents: The Eventbrite and Marketo accounts are connected The event has been created in Eventbrite The event registration list has been created in the Lead Database (Marketo) The event program has been created in Marketing Activities (Marketo) Create Step 1 of the Zap. Follow the document titled “Use Zapier for Registration” for visual guide of the following steps: Select Eventbrite for your trigger app Select “New Attendee” for your Eventbrite Trigger Select the appropriate Eventbrite account Select Event Status is “live” Select Event is [the event you created in Eventbrite] Review the details of the attendee registration to obtain the “Eventbrite ID”. MARKETO: Copy that “Event ID” and insert it into your event program smart campaign in Marketo. This will ensure that the appropriate registrants are being associated with the appropriate events. Please note: event_id = Eventbrite id Create Step 2 of the Zap. Follow the document titled “Use Zapier for Registration” for visual guide of the following steps: Select Marketo for your action app Select “Create or Update Lead” as your Marketo action Select the appropriate Marketo account Associate the fields captured via the Eventbrite order form with the appropriate fields in the Marketo database. Not all fields need to be associated. This step is unique to your organization. Email is the only “required” field and you must populate the “Eventbrite Id” field with the appropriate information. Create Step 3 of the Zap. Follow the document titled “Use Zapier for Registration” for visual guide of the following steps: Select Marketo for your action app Select “Add Lead to List” as your Marketo action Select the appropriate Marketo account To Set up Marketo Lead to List, select List = [the list you created in the Lead Database for registrants]; select Lead = Use a custom value, Custom Value for Lead ID = Step 2 ID You will be able to verify that the registration process fired appropriately by reviewing your list in the Lead Database and the event program in your Marketing Activities section within your Marketo instance. Step 3: Create Zap to capture event “check-in” in EventBrite and feed the data into Marketo The hang up we’ve run into with the Marketo Events app is that you have to use a tablet to “check in” event attendees. With Eventbrite, our reps have the ability to use their phones to check people in, which tends to be easier for our organization. This is why we set up a Zap to push “check in” data from Eventbrite into Marketo. Please note: if you’re using the Marketo Events app to track attendees, you do not need to set up a Zap to push attendee data from EventBrite into Marketo. This is only needed if you will be “checking in” attendees via the EventBrite app/platform. MARKETO: Create a List in your Marketo Lead Database section to capture event attendees. Use a naming convention that will clearly identify which list should be associated with which event. We use the date of the event as the unique identifier (ex: 160629 NE Happy Hour - Attended) MARKETO: Add a smart campaign to your event program that will listen for registrants to “check-in” to the event. SMART LIST: Trigger: Added to List > List Name is [insert the list name you created in Lead Database to capture attendees] Filter Eventbrite Id > Eventbrite Id is [same id from the “add to program” smart list created in previous steps] FLOW: Change Program Status > Program [the program you created] New Status: [channel > attended] You can create whatever additional flow steps or smart campaigns you need to facilitate your program. The above are just the basics needed to associate the lead status change with the program. EVENTBRITE: Go into your event in Eventbrite and mark your test registrant as “check-in” to update the status ZAPIER: Create Step 1 of the Zap. Follow the document titled “Use Zapier for Attendees” for visual guide of the following steps: Select the “Make a Zap!” button Select Eventbrite for your trigger app Select “New Attendee Check-In” for your Eventbrite trigger (this option may appear under “show less common options”) Select the appropriate Eventbrite account Select the correct event associated with the “check-in” for the Eventbrite Attendee Create Step 2 of the Zap. Follow the document titled “Use Zapier for Attendees” for visual guide of the following steps: Select Marketo for your action app Select “Create or Update Lead” as your Marketo action Select the appropriate Marketo account Associate the appropriate fields in Eventbrite with the fields in Marketo. For this step you only need to associate the “email address (profile email)” and the “Eventbrite id (event id)”. This lead (if new to your database) was already created in your registration zap. Create Step 3 of the Zap. Follow the document titled “Use Zapier for Attendees” for visual guide of the following steps: Select Marketo for your action app Select “Add Lead to List” as your Marketo action Select the appropriate Marketo account To Set up Marketo Lead to List, select List = [the list you created in the Lead Database for attendees]; select Lead = Use a custom value, Custom Value for Lead ID = Step 2 ID You will be able to verify that the check in process fired appropriately by reviewing your list in the Lead Database and the event program in your Marketing Activities section within your Marketo instance. Congratulations! You’re all set up. Remember to remove your test registrants/attendees from the Marketo program. You’ll also want to be sure to turn your zaps “on” before collecting registrants/attendees. Another thing to consider is that Zapier charges based on the amount of zaps being used. You may want to consider deleting the zaps once the event is completed, so you will not be charged.

What terms should we add to this magical list? A/B Split – Refers to a test situation in which a list is split into two pieces with every other recipient being sent one of two specific emails, to determine which email is more desirable. A/B Testing – A method of testing a control sample against other versions in which a single element varies Above the fold – The part of an email message or web page that is visible without scrolling. Material in this area is considered more valuable because the reader sees it first. Accelerator Campaigns -- Campaigns that attempt to move prospects along the buying cycle faster by providing relevant “nudges” triggered by specific buyer behaviors or sales updates Account – Companies or organizations; can be prospects, customers, partners or even competitors Acquisition Cost – In email marketing, the cost to generate one lead, newsletter subscriber or customer in an individual email campaign; typically, the total campaign expense divided by the number of leads, subscribers or customers it produced. Alert – An automatic notification in sales and marketing technologies triggered by a lead’s specific behavior, change in status or the reaching of a specific lead score threshold Apex – A development platform for creating Software-as-a-Service (SaaS) applications on top of Salesforce.com functionality Attachment – A file that is sent in addition to the text or html in an email message Authentication – Technical standards through which ISPs and other mail gateway administrators can establish the true identity of an email sender Authentication - Technical standards through which ISPs and other mail gateway administrators can establish the true identity of an email sender. Examples of proposed authentication standards include: SPF (PO Box, AOL), Sender-ID (Microsoft), DomainKeys (Yahoo), and DKIM (Cisco and Yahoo). B2B Blogging – Also known as corporate or organizational blogging; involves the use of a blog or online journal to promote a company’s products or services with the goal of increasing conversions and driving revenue B2B Social Media - the various channels of the social web (blogs, social networks, wikis, etc.) as they pertain to business-to-business interactions. B2B social media also refers to how prospects, customers and businesses use the social web to research, listen, communicate and engage with each other through the exchange of content. BANT – The acronym for budget, authority, need, timeline— critical attributes that are used to determine the sales readiness of a lead Blacklist – A list of IP addresses believed to send spam Blog – A contraction for “weblog,”; an online diary or journal Blog – An online journal, with new entries appearing in sequence as they are written Bounce – A message that is returned to the sender because it was not deliverable. Buying Committee – Refers to all individuals involved in the B2B buying decision at an organization Campaign Management - The process of creating, executing, and measuring marketing programs directed at specific audience segments Campaign – Any marketing program to be tracked in Salesforce.com or Marketo CAN-SPAM – Federal legislation governing unsolicited commercial email that went into effect on January 1, 2004. This law does not prohibit unsolicited commercial email, but it does regulate how it must be sent. Cascading Style Sheet (CSS) – Controls the design and format of a document written in HTML Closed Loop Marketing -- Campaigns that send communications based on a prospect’s previous actions and their place in the buying cycle Cloud Computing – A term referring to a development platform in which applications are delivered as services in the “cloud,” requiring no hardware or software to maintain Company Score – The total score of all leads for a specific company. This may also be calculated by average. Also known as Account Score Contact – An individual belonging to an account Conversion Path – A specific online path offered to web visitors after clicking on a landing page Conversion Rate – The primary success metric for landing pages Conversion – A specific event that represents the goal of the landing page Converted Lead – A lead that has been deemed qualified for sales and that converts into a Contact Custom Field – A field outside of the preconfigured fields provided within Salesforce.com created to fit the specific needs of a business Custom Object – A custom Salesforce.com database table that enables organizations to store information unique to them Custom Report – A report outside of the standard set of Salesforce.com reports created to measure and analyze data in a specific way Customer Relationship Management (CRM) – Systems and strategies that seek to drive revenue through an improved understanding of customers and an increase in customer satisfaction and relationship building Dashboard – A visual display of a company’s performance metrics based on one or more custom reports De-duplication – The process of finding and consolidating and/or updating duplicate sets of contact information Deliverability – The ability of an email message or campaign to reach the intended recipient’s inbox, which is affected by spam filters, client-side filters and junk folders Delivery Status Notification (DSN) – Also known as “bounce message”, a system that informs the sender of a delivery problem Demand Generation – The act of using marketing to create interest or demand in a company’s products or services Depreciation – The ability to automatically lower a lead score due to inactivity, status change, or any other attribute that signifies a decrease in the level of interest – sometimes known as Lead Degradation and Score Decay DNS Records – The database records stored in the domain name system Domain Name System – A naming system for computers connected to the Internet or private network DomainKeys Identified Mail (DKIM) – A method for email authentication that allows an organization to take responsibility for a message in a way that can be validated by a recipient Drip Campaign -- A series of scheduled emails that deliver thought leadership to prospects that have opted in to receive marketing communications Dynamic Content – Email content that changes from one recipient to the next according to a set of predetermined rules or variables, either by preferences the user sets when opting in to messages or based on behavior or demographics of the recipient. Dynamic Site Change – Dynamically changing content, images or other elements according to a user’s real-time preference (e.g. search term used) Email Campaign Management – The process of creating, executing and measuring email marketing programs directed at specific audience segments Email Marketing – The use of email communication to increase awareness, generate leads and build relationships with prospective and existing customers Email Service Provider (ESP) – A company that provides email services, including batch email and email marketing Explicit Data – Information that a prospect provides that is unambiguous such as title, industry, company, etc. Force.com – A cloud computing development platform that allows for the building of SaaS applications and enables them to be run on Salesforce.com servers Groundswell – A social trend in which people use technologies to get the things they need from each other, rather than from traditional institutions like corporations Hashtag – A community-driven convention for adding additional context and metadata to tweets Heuristics – Quick methods often involved in problem solving, such as gut instinct, educated guesses or “common sense” Implicit Data – Information that is revealed by a prospect’s online behavior such as pages visited, and recency or frequency of visits Inbound Marketing – A type of marketing characterized by prospects and customers seeking out and finding companies rather than vice versa Incoming Lead Processing Campaigns -- What you do and how you act when you first meet someone will affect how he or she perceives you from there on out Influencer – A person who is highly recognized in an online community and has the ability to sway others’ thoughts or opinions Internet Protocol Address (IP Address) – A number assigned to each computer or network in order to distinguish each network interface and networked device Internet Service Provider (ISP) – Sometimes referred to as Internet access provider (IAP), gives customers access to the Internet Interruption Marketing – A type of outbound marketing that seeks to capture a prospect’s attention by forcing marketing communications in front of them; opposite of permission marketing ISP Feedback – When the ISP forwards complaints of recipients to the organization that sent the email Landing Page Optimization – The process of obtaining the greatest number of conversions from a landing page by continuously testing and revising various landing page elements Landing Page – A web page that a user encounters after clicking on a link from a search engine, advertisement, email or other marketing vehicle Lead Database – A system used to collect information on a company’s leads, such as demographic; budget, authority, need, timeline (BANT); and behavioral data Lead Handoff -- The process of passing a lead from marketing to sales Lead Lifecycle Campaigns -- Campaigns that ensure movement and interaction with prospects, even if they are not ready to buy or sales does not engage Lead Nurturing – The process of building relationships with qualified prospects regardless of their timing to buy, with the goal of earning their business when they are ready Lead Recycling -- The process of passing a lead from sales back to marketing because a lead was not yet ready to buy Lead Scoring – The process of determining the sales readiness of leads using a pre-determined scoring methodology and ranking them accordingly Lead – An individual or company that has the potential of doing business with your organization LinkedIn – A business-oriented social networking site List Fatigue – A condition producing diminishing returns from a mailing list whose members are sent too many offers, or too many of the same offers, in too short a period of time. List Hygiene – Process of cleaning and de-duplicating email files to ensure all addresses are accurate, unique, current, opt-in and deliverable. Marketing Asset – A piece of marketing content (e.g. whitepapers, videos, newsletters, webinars, etc.) used to educate and generate interest for a company’s products or services Marketing Automation – The use of technology to manage and automate the process of converting prospective customers into actual buyers Marketing Lead -- A lead generated by marketing, which has not yet being qualified as a sales prospect Meme – A catchphrase or concept that spreads quickly from person to person via the Internet Microblogging – A type of blogging that allows users to send brief text updates or micromedia, such as photos or audio clips, and publish them. The most popular microblogging platform is Twitter Microsite – A small website consisting of a few related pages that is part of a larger website Multiple Scoring – The ability to assign multiple scores to a lead, which can be useful for companies with multiple products or campaigns that need to be managed separately Multivariate Testing – A method of testing a control sample against other versions in which multiple elements may vary Opportunities – Deals that constitute a sales pipeline and contribute to forecast Opt-in – The agreement to receive email from a business source. Confirmed or Double opt-in refers to a double-check procedure in which a decision to be included on a mailing list is confirmed. Parent-child Campaign – A campaign that involves an umbrella “parent” campaign record (e.g. “2010>Q1>Email”) that is comprised of numerous “child” campaigns (e.g., “2010-Q1-Email-Introduction,” “2010-Q1-Email-First Follow-up,” etc.) Permission Marketing – A type of marketing that seeks to first gain permission from prospects before marketing to them Persona – A fictional person used to represent a specific target segment for a company; personas aid in marketing, product development, usability and other areas Personalization – A targeting method in which an email message appears to have been created only for a single recipient. Personalization may include any known demographic or behavioral information including recipient name, company name, website page visited and more. Phishing – Sending email that claims to be from a legitimate organization to trick recipients into providing personal information Plain Text – Text in an email message that includes no formatting code Point Cap – A limit placed on a lead score to prevent scores from being inflated by repeated actions or triggers (e.g. multiple downloads of the same white paper) Post-Click Marketing – Everything that happens once someone clicks on an organization’s website, but before they are a known lead. This includes the site itself, but also all landing pages that work to drive conversions for a company Post-Conversion Marketing – Includes all activities and communications from marketing after a prospect shares their information with a company until they become a customer. This includes email marketing, lead nurturing and lead scoring, all of which are critical for B2B companies to get the most of their pre- and post-click marketing Pre-Click Marketing – Everything that happens prior to someone getting to a company website. It’s the area of marketing that focuses on driving a prospect to an organization’s website and can be just as important as the website itself, since without pre-click optimization, the website may never be seen Product Score – The score for a lead that indicates their interest in a specific product. An organization may capture multiple product scores Qualified – The lead characteristic of being ready to engage with sales—a definition that is agreed upon by marketing and sales according to the profile of an “ideal” customer and a scoring methodology Revenue Cycle – A new way of looking at the traditional sales cycle, the revenue cycle starts from the day the organization first meets a prospect and continues through the sale and beyond to the customer relationship Role Accounts – An email account that is associated with a department, office, position or task RSS – (Really Simple Syndication) A web standard for the delivery of content — blog entries, news stories, headlines, images, video — enabling readers to stay current with publications without having to browse to their content. Sales 2.0 – Also referred to as social selling, the merging of Web 2.0 technologies with traditional sales strategies, enabling salespeople to better prioritize their time and serve as experts—not just negotiators— in the product selection process Sales Ready Lead -- A lead that has been qualified by marketing based upon criteria agreed upon by both sales and marketing Scoring methodology – The framework by which leads are scored (e.g. points, letter grades, etc.) Search Engine Marketing (SEM) – Also known as Pay-Per-Click (PPC) advertising; the process of paying a search engine to advertise a product or service Search Engine Optimization (SEO) – The process of employing different tactics to improve a business’s ranking in organic or unpaid search results to ultimately increase conversions Seed Email Accounts – Accounts created by a monitoring service with each of the ISPs Seed Nurturing -- The process of building relationships with qualified prospects before you have their contact information Segment – A portion of an audience that is targeted to receive a specific marketing campaign Segment – The ability to slice a list into specific pieces determined by various attributes, such as open history or name source. Sender Policy Framework (SPF) – An email vailidation system that is used to prevent spam Sender Score – An indication of the trustworthiness of an email source Sentiment – A level of assessment that determines the tone of an article, blog post, a company, etc.; usually positive, negative or neutral Short URL – An alias short URL used for redirection of long URLs Social Media Monitoring – The use of search engine technology to ‘listen’ for specific keywords as defined by your organization Social Media – Any strategy, software system or media outlet that relies on social interaction and the participation of individuals or communities to create and publish content Social News – Websites where users submit and vote on news stories or other links, thus determining which links are presented Social Proof – The determination of what is right by finding out what other people think is right Social Selling – Also referred to as Sales 2.0, the merging of Web 2.0 technologies with traditional sales strategies, enabling salespeople to better prioritize their time and serve as experts—not just negotiators— in the product selection process Software-as-a-Service (SaaS) – A way of deploying software so that users access the software “on-demand” as a web-based service, and the software vendor hosts the application on its own web servers Spam Traps – Old inboxes that ISPs reactivate specifically to trap spammers. Because these addresses have never been registered to receive email, any mail that lands in the trap inbox is labeled as spam Spoofing – A fraudulent email activity in which the sender address and email header are changed to look as though the email originated from a different source Statistical Significance – In the case of online testing, the probability that an event did not occur by chance Stay in Touch Campaigns -- Campaigns that “drip” out relevant content to prospects over time, helping to educate them and build trust and credibility for your company Suppression File – A list of email addresses you have removed from your regular mailing lists, either because they have opted out of your lists or because you do not wish to email them (competitors, etc...)_ Threshold – A score used to determine whether or not a specific action should be taken on a lead Trigger – An event based on a change or update in status, demographic information, or user behavior that causes a lead to proceed along a specific workflow branch or new path Twebinar - A mashup between a live podcast/audio broadcast and Twitter as the backchannel for discussion Twitter -- A social networking and microblogging service in which users send and read other users' updates known as tweets that are 140 characters or less Unsubscribe - To remove oneself from an email list, either via an emailed command to the list server or by filling in a web form. Web 2.0 – A term used to describe the second generation of web tools and software that encourage users to become more active participants, creating content and interacting with each other within web-based, social communities Website Monitoring – The ability to monitor page visits, click-throughs, form submissions, and other online activities from either known or anonymous visitors Widget – A mini application that performs a specific function and connects to the Internet YouTube – A video sharing website on which users can upload and share videos What terms should we add to this magical list?

Contains a list of all of the world's countries with 2-letter and 3-letter ISO and UN country code abbreviations, phone dialing codes (prefixes), in English, Chinese and German with columns of translated Chinese and German countries and corresponding English versions for stored database values. Countries-Regions-EN-ZH-DE - Google Sheets

You may want to track history of Marketo Forms filled out by your Leads so you can identify which Form was filled out first or last. What I am going to share with you today, will give you an idea about how you can easily implement this under your Marketo instance. 1.  Requirements 1.2  Field(s) You will have to create two (2) Fields under Marketo only, if you don’t want their data to be synced to your CRM account. Otherwise, the Fields must be created under Lead/Contact Objects in your CRM (E.g. Salesforce). Make sure there are visible to the Marketo Sync User and that he has Read & Write access on it. They will be then synced to Marketo and ready to use.  Let us name the Fields here  Last Form & Last Form History. Links below must be useful for creating Fields in: -  Marketo:  http://docs.marketo.com/display/public/DOCS/Create+a+Custom+Field+in+Marketo -  Salesforce: https://help.salesforce.com/articleView?id=adding_fields.htm&type=0 Note that an Admin Role is required in both cases. -  Fields should be “Text” type as shown below: 1.3  A Trigger Campaign -   A Trigger Campaign that will fire when a Lead fills out any Form as shown below under the Smart List Tab: -  And the Flow should be set as the following:                                                                                Remember to set the Campaign under the Schedule Tab so a Lead can go through the Flow every time. Please consider the link below to learn more about it: -  http://docs.marketo.com/display/public/DOCS/Edit+Qualification+Rules+in+a+Smart+Campaign 2. Expected result   When a Lead fills out a Form, if the Last Form field is empty it will be updated with the Form name. And so the Last Form History. The next time he fills out another Form, the new Form name will overwrite the existing data in the Last Form Field. The Last Form History one will be also updated.

Creating your first interesting moment campaign follows the same process you used for scoring. Once you have created the program: 1.) Create a Smart Campaign as a Local Asset: 2.) Choose the behavior you want to listen for in the Smart List: 3.) In the Flow determine what you want the Interesting Moment to be when leads complete the behavior you chose in the Smart List: 4.) Change the Smart Campaign Settings in the schedule tab to allow the lead to run through the campaign each time they meet the criteria set in the Smart List and ACTIVATE your campaign: That's all there is to it! Your interesting moments will show up to your Sales Team in Marketo Sales Insight in Salesforce.

Written by  , one of Marketo's Champions. I often get asked where I do my research on various marketing automation and digital marketing topics. When I first started writing this post, I wanted to break out the top 5 blogs—then I gave up. It’s like picking players for the baseball Hall of Fame with only 1 pick. The fact is there are a ton of great resources you can lean on for digital marketing and technology content. In the end, I broke out some of the blogs based on what I consider to be the core part of digital marketing technology–that’s marketing automation and its effect on driving leads through the funnel. Content is the fuel that fills that marketing automation engine so you’ll find several content blogs on the list. And yes, there are a couple miscellaneous blogs included because the content is so good. What’s not included: There are some great general marketing, SEO and social blogs but they are not included in this list. And yes, I’m probably missing a bunch—I apologize in advance. If there are sites you find useful, please note them in the comments. A special thanks goes out to our content manager Alyssa Reeves who helped pull together this nearly 2,000-word post. The Blog Categories I did however break up the blogs into categories. Top Overall – Expert Blogs. These blogs may fall across several categories but they rise to the top in the content they provide. Marketing Automation/Technology Vendor Blogs. There are hundreds of vendor digital technology blogs out there. I focused on marketing automation blogs as I view these platforms as the engine that everything else feeds into. Professional Services and Agency Blogs. Like the vendors, these blogs put out some great best practice content. Blogs with a Marketo Twist. I am a little biased to Marketo so blogs that highlight Marketo get a little extra attention. Top Overall – Expert Blogs These blogs rise to the top for blogs to check out. There is some overlap with the agencies but the way I broke it out…if I think of the leader before the agency, the site falls into this bucket. Otherwise, the site drops into the Services category. In alphabetical order….. 1) BeachHead Marketo Champion Steve Moody and his team give tips on everything marketing automation with a Marketo focus. @AskBeachhead Visit Site 2) Brian Solis Blog Brian Solis is a digital analyst, anthropologist, and futurist. Not sure I have ever seen those three words together. Brian’s blog focuses on digital marketing’s effect on transforming business. Brian’s blog is consistently ranked in the Top 10 of the Ad Age Power 150, and ranks among the top 1% of all blogs tracked by Technorat @briansolis Visit Site 3) B2B Marketing Insider Michael Brenner is the Head of Strategy for the leading content marketing platform, NewsCred. He created his blog to focus on emerging business and marketing strategy topics such as content marketing, lead generation, search marketing, digital media, and social media. B2B Marketing Insider is dedicated to sharing the ideas, topics and marketing strategies that drive real results. @BrennerMichael Visit Site 4) Chief Martec Scott Brinker runs this blog on everything marketing technology including Marketing Automation. If you have seen that crazy Marketing Tech Landscape Supergraphicwith 1,876 vendors, that’s Scott’s baby. @chiefmartec Visit Site 5) Content Marketing Institute Content is what fuels the marketing automation engine and CMI covers everything related to content. Over 100K subscribers. @CMIContent Visit Site 6) Convince and Convert Jay Baer is a marketing visionary who has worked with more than 700 brands. His blog is one of the top content marketing sites on the web. @jaybaer Visit Site 7) Duct Tape Marketing Content is what fuels the funnel and John Jantsch gives useful advice on how to create content that drives brand. @ducttape Visit Site 😎 Etumos Ed Unthank loves his whiteboard and puts it to great use bringing some key marketing automation concepts to life. Posts about once a month and the posts tend to be on the technical Marketo side. @EtumosLLC Visit Site 9) Fill the Funnel Miles Austin spent 30 years in B2B Sales and Leadership roles. In addition to helping business with their demand gen needs, he now writes blog posts on email marketing for Fill the Funnel. Miles posts about Sales & Marketing tools and ways that they can be applied in your business. He also has a steady following of 11K. @milesaustin Visit Site 10) The Funnelholic Craig Rosenberg is the co-founder and Chief Analyst of TOPO. His blog was created so he can have fun talking about all things revenue. The Funnelholic focuses on sales, marketing and everything in between. @funnelholic Visit Site 11) Heinz Marketing Matt Heinz is all over the place speaking on the importance of digital marketing. His blog covers everything from marketing automation to best practices in sales. @HeinzMarketing Visit Site 12) KissMetrics Although this site is not marketing automation at all, I had to drop it somewhere because their blog is just so good. They have great articles on analytics. @KISSmetrics Visit Site 13) Marketing Land Marketing Land is a general digital marketing site that covers a wide variety of topics. It also has a great marketing technology section. @Marketingland Visit Site 14) Marketing Profs One of the biggest marketing blogs/portals on the web run by Ann Handley and team. Not marketing automation focused but it’s a must read for content marketers. 600K+ members. @MarketingProfs Visit Site 15) Marketing Rockstar Guides Don’t expect fancy graphics but Marketing Rockstar Guides gets my vote for the top Marketo-focused tips and tricks blog out there. Targeted at the Marketo practitioner. It is run by Marketo Champion, Josh Hill, and you get a 844+ page guide for signing up for blog updates–try reading that on the beach. @jdavidhill Visit Site 16) Marketing Tech Blog This blog was founded by Douglas Karr and has over 75K subscribers.  It covers mainly marketing in new media but has a section focused on marketing automation. @douglaskarr Visit Site 17) Money Ball Marketer Channeling your inner Brad Pitt, Moneyball Marketer is Zak Pines’s blog on data-driven demand generation and marketing best practices. Great blog to check out once a month as it updates once or twice monthly. @MoneyballMktr Visit Site 18) Relevance Chad Pollitt cofounded this site and grew it to 50K subscribers in six months (Read amazing story here). The blog brings in industry experts to share expertise on content marketing and promotion. @relevance Visit Site 19) RevEngineInsider You are reading this post so you already know marketing technology is important to us. We cover everything digital that is related to moving leads through the funnel. At a deeper level, we also cover top tips for organizations leveraging Marketo. Primary contributor is Marketo Champion Jeff Coveney. @RevEngineMarket Visit Site 20) The Sales Blog Digital blog with a Sales focus. Anthony Iannarinno is a publishing machine and gives great Sales process tips EVERY day. I keep waiting for him to miss a day but he’s the Cal Ripken Jr. of Sales blog writing. Technology is not a big focus of Anthony’s but his Sales process stuff is vital to overall marketing automation and funnel success. @iannarino Visit Site 21) The Sales Benchmark Index Blog Here’s another site that doesn’t quite fit into “digital marketing technology.” However SBI’s content on Sales and Marketing methodologies and best practices is central to any company trying to develop a marketing funnel. Updates daily. SBI delivers some great  podcasts too such as this one: Case Study: Aligning the Marketing Strategy to the Skills of the Marketing Staff @MakingTheNumber Visit Site 22) The Sales Lion Blog Mark Sheridan runs this inbound marketing blog with a Hubspot focus. Great podcasts also. In six years, Mark went from pool seller to content marketing king. That’s a career path you wouldn’t expect.Read more on Mark’s pool story success. @TheSalesLion Visit Site 23) Sirius Decisions Sirius Decisions is where all the smart people go to try to get smarter about optimizing the revenue funnel. You sometimes need a MIT degree to completely get all the concepts but their forward thinking enables you to plan for the future. Jay Famico is the go-to guy for technology and services so make sure to follow his posts. @JayFamico @siriusdecisions Visit Site 24) SmartInsights Blog This blog (and membership site) offers tons ofactionable digital marketing advice. There are plenty of planning templates, ebooks and online training courses. Some are no cost, others have a fee. There is a no-cost weekly newsletter I’d recommend signing up for. 80K+ members. Co-founded by Dr. Dave Chaffey, Dan Bosomworth and Stu Miller. @SmartInsights Visit Site 25) Topo Blog Topo Blog is UK-based and covers a mixture of sales, marketing and technology data and research. @scottalbro Visit Site 26) Top Rank Marketing Lee Odden’s blog is another extremely strong content marketing focused blog. I almost didn’t include it because the site is heavy on the social flavor and light on digital technology. The content stuff is just too good to leave off. Attracts hundreds of thousands of visitors and has over 50,000 subscribers. @toprank @leeodden Visit Site

Contrary to what you might have heard, rumors about the Marketing Funnel’s demise are greatly exaggerated. The Funnel is alive and well. And it should be leveraged extensively by Marketers. It provides a consistent and universally understood (and somewhat accepted) framework. The funnel does come in a variety of shapes and sizes and colors – with different twists and turns. Despite this variety, few Marketers really leverage this powerful model. The funnel enables Marketers to have an almost universally understood visual representation of various customer touch points, and makes it easier to track and score a person’s behavior. The Marketo funnel provides a good (although, not the only) framework and consists of six key stages: Awareness: This is the universe of people who know anything about Marketo no matter what social network they participate on, what articles they read, etc. Inquiry: This is when we finally know something about the person; we know at least their their name and email address. Prospect: This is when the individual has taken some sort of action. Lead: Finally This person is treated as a lead and can be shared with a sales organization. Opportunity: The sales team has accepted these leads and added them to their pipeline. Customer: The person becomes a customer and they are passed on to a new revenue cycle for upsell and retention. Of course, each of these stages include multiple marketing tactics and scoring approaches.It’s important, though, to understand the difference between a contact (or a prospect) and a true lead (someone who has explicitly engaged with the company). Obviously, the relationship does not end after an individual becomes a customer. At that point, you can upsell or cross sell them.You can determine the value of a customer based on the different products they purchase, if they adopted your product sooner than others or if they are part of a referral program, etc.  As Seth Godin points out – “Customers are traditionally undervalued, and prospects are all treated the same.”Godin continues:“Once you see the funnel, it’s easy to understand how valuable your existing customers are, and easy to think about how you want to spend time and money in promoting and building your site. Most Marketers are running a flat campaign. Embracing the funnel changes the way you treat people. And treating different people differently is what consumers demand.”Having a model like the funnel and a good marketing automation tool enables you to measure and understand the cost of each interaction. Sharing this information with the rest of your organization helps build a Marketer’s credibility in a company, especially with the CFO.The funnel also provides a learning framework for Marketers to test out different messaging and creative at each stage of the funnel. This gives Marketers the option to fine-tuning his current program.Since I started my first big marketing job in American Express in 1992, I have heard lots of critiques of the funnel. Marketers love the catch phrases, such as ‘The Funnel is Dead.’ Well, I disagree. It’s advantages have has evolved since 1898 when E. St. Elmo Lewis developed a model which mapped a theoretical customer journey from the moment a brand or product attracted consumer attention to the point of action or purchase. (St. Elmo Lewis’ idea is often referred to as the AIDA-model – an acronym which stands for Awareness, Interest, Desire, and Action). Let’s address some of the funnel naysayers’ concerns, most of which apply to any marketing or sales model: It fails to take into account the ‘feedback loop between existing customers and prospects.’ Whether it is the funnel or another framework (such as a Life Preserver Ring of unique  ‘Awareness, Interest, Desire and Action areas’), there always exists the challenge of tracking all the interactions among people (customers and prospects ). It’s always difficult to uncover each discussion about your brand online. The funnel is too linear. According to these critics, the primary problem with the funnel is that the buying process is no longer linear. Well, I was always taught that the shortest distance between two points is a straight line.  Most of the companies I work with, however, do have the majority of their customers follow more or less a linear process. They can be broken down into the different stages described in the Marketo model above. If fails to track retention or repeat business. I must confess this might be the weakest part of most funnel models. But that doesn’t mean you should ignore the simplicity of the Funnel’s approach. Most frameworks do not go into any great detail about ‘Retention’ or ‘Lifetime Value’ anyway. The bottom line is that good Marketers constantly score their customers over time. American Express might be the masters at this. They leverage all their great Cardmember spending data to model, score and customize online and offline programs. It fails to paint a pretty picture, nor does the word funnel doesn’t sound great. I never did judge a book by its cover or a person by their name. If this is what a Marketer is worried about, then they are focused on the wrong things. There are many powerful Six-Sigma names and diagrams, for example, that don’t convey a powerful image such as SIPOC (Single Point of Contact), DPO (Defects Per Opportunity), PD (Proportion defective) It fails to take into consideration the powerful feedback loops between existing customers and newly arriving prospects that search and social media have wired up. I beg to differ. If you have some of your word of mouth programs coded properly you should be able to track shares, referrals and other types of influencer programs. It fails to consider some products, such as iPhones, where marketing is integrated into the product. I think it comes down to how you set up your programs. You should be able to track cross-sell and upsell, and even referrals from within a product. With Flurry, for example, you can track your customers behavior when they use a mobile app. It tracks the big 3: taps, tasks and transitions. The Funnel fails to capture all touch points. Over time, a good Marketer should be able to define these, however. They also should ensure they are in learning mode so that they can constantly update their list of sources. This means they should be tracking referral links, surveying their customers and analyzing where their competitors get their leads from. And then there’s the McKinsey Consumer Journey (see below) which attempts to demonstrate that the buying process is not linear and that several steps repeat themselves. For the real digital practitioner, however, it’s too simple to say someone goes from Bond to Buy: . While brands may put the decision maker, the Customer,  at the center of the McKinsey Customer Journey, the above excludes the importance of the experience the Marketer and the company are having with the customers. Life is not all about the transaction. For example, at Marketo, our energy goes into building relationships with Marketers as well as connecting Marketers together. In addition, you don’t have to be a customer to recommend a product. I am probably the biggest promoter of Tesla, but I can’t afford one. I have only tried it via a Freemium ride provided by a neighbor and have read great reviews about it on Edmunds.com. Does that mean I can’t recommend the vehicle to others? Obviously not. In sum, CMOs and their teams need to know that the funnel is alive and kicking. Rumors of its demise are greatly exaggerated. The Funnel is an easy to use, easy to remember approach to tracking individuals who interact with your brand – either directly or indirectly. It’s simplicity is what makes it special – and it provides the most universally understood way of thinking about an individual’s interaction with your brand. It works not only in a B2C environment, but also in a B2B environment. Marketers should always feel free, however to add their own creative twist on things and rename all or parts of it.  Long-Live the Funnel.

Anyone can build a traditional lead nurture track – send email #1 with content offer A, wait a week and send email #2 with content off er B, and so on. But given that 94% of marketing qualified leads never close*, it’s time for marketers to switch up their nurturing playbook. Here is a doc containing a lead nurture checklist to help you take your nurturing program from okay to awesome.

I wanted to share a step-by-step on our solution to track multiple landing pages with a Person Attribute Field while using one generic form, without relying on URL UTM parameter. I hope this will be helpful to anyone looking for a solution. This solution was pieced together through some research from different sources and some trial and error. Feel free to share your thoughts or comments on it! Let's begin. [Problem] We have multiple landing pages linked to different campaigns and different assets to download. We wanted to use one generic form for all of those landing pages, and capture a Person Attribute Field to track the campaign, we didn't want long UTM parameters following our URLs or multiple forms so we built it into the page instead. [Solution] Populate a Hidden Field on your form through HTML code embedded into your Landing Page to capture campaign information. An alternate solution which doesn't use Person Attribute fields –  you can also use the "Add Constraint" option on the Fills Out Form trigger to select any form and the web pages you want to capture for the campaign, as shown below. If that's all you need, this simple solution would suffice. Step 1: Setting your Generic Form Field In your generic form, add a new Field and select the Person Attribute you're going to use to track the landing page. For our form, I used the "utm_campaign" Person Attribute because we're already tracking through that field. You can choose to use any Person Attribute that is appropriate for your Marketo instance to track campaigns. The Label doesn't matter, set Field Type to "Hidden", and set Form Pre-fill to "Disabled". Edit the Autofill, set Default Value as "utm tracking missing" (or anything similar of your choice, we'll get into why later) and Get Value from as "Use Default Value". If you don't set a default value Marketo defaults to "null" which will block changes to that field for this form. Once you're happy with your other fields, save your form. Step 2: Populating the Hidden Tracking Field through your Guided Landing Page HTML In your Design Studio, find the Landing Page Template you're using for your Landing Pages, and edit it. Note this step is only for Marketo Guided Landing Pages*. In your head section, place the following Marketo String with your meta tags (more information on Marketo Strings here). This will allow you to easily adjust the landing page campaign later as you create more pages. Find where your Marketo form div is located, and insert the script code following the mktoForm div as shown below. This script will change your hidden "utm_campaign" field to the value indicated on your landing page. "utmcampaign"** is your Person Attribute Field name, and ${hiddencampaign} points to the Marketo String you set up. Save your Landing Page Template and you are done with this step. *Note: You can also do this step with embedded forms on non-Marketo pages using the code for setting Hidden Fields on this page. Note that you'll skip setting the Marketo String Syntax and input your desired Person Attribute value directly into the script as Marketo Syntaxes cannot be used on non-Marketo pages. **Note: You'll notice that the HTML form.vals "utmcampaign" is different from the displayed Person Attribute "utm_campaign" in your form editor and Marketo record. Sometimes the actual SOAP API value used by the backend is different from the Friendly Display value in Marketo, I will include steps on how to check the SOAP API value in the appendix at the end of this tutorial. Step 3: Create your Landing Page Once your HTML is set in your Landing Page Template, create or edit your Landing Page using that template. Set your generic form from earlier, and in your right-hand elements bar you should see a section for Variables, where you'll see the "Hidden Campaign Field" you created using the mktoString meta tag. Type in the campaign name you want to track with there. I chose "Example Campaign" for the purpose of this tutorial. Once you're happy with the rest of your landing page go ahead and save it. Your landing page form will now populate the "utm_campaign" Person Attribute for the Person with "Example Campaign" once the form is submitted. Step 4: Set your Trigger Capture Campaign Now that all the client facing elements are ready, you can create your Trigger Smart Campaign to capture and update the Person record. In your Marketo Program, create a new Smart Campaign. I've named mine "Campaign Capture" for my own organization, but you can name it whatever you want. Description is up to you, or just leave it blank. Once it's created, go to the Campaign's Smart List and add the Trigger Filter "Fills Out Form", and indicate one or more forms that feed into this campaign. Now add a Filter for "utm_campaign" and set the value to the "Hidden Campaign Field" you indicated on your landing page, in this case "Example Campaign". Insert any other Filters you want to exclude or include People that come through the program, and make sure to adjust your Smart List Rule Logic accordingly. Once you're happy with it, move onto the Flow step and set your form fill success actions. For this tutorial, we've opted to "Change Program Status" to Responded and "Send Email" confirming form success. Now "Activate" your Trigger Smart Campaign and you're ready to go! Step 5: Error Reporting No process is without errors, so now we'll set up a simple error reporting Trigger Smart Campaign to notify you when your campaign capture process fails at the form step. You'll recall that in the form, we set the Default Value for our "utm_campaign" as "utm tracking missing". This is so that in the event the HTML code in your Landing Page fails to populate the field with a value, the form sets this as the "utm_campaign" Person Attribute. To catch this error and notify myself, I set up a new Default Program with our "Operational" channel settings and named it "Tracking Error Notification". Inside it I created Smart Campaign and and an Alert Email (information on creating Alert Emails using the specific Alert Token). In the Smart Campaign Smart List, insert a Trigger Filter for "Data Value Changes", Add Constraint "New Value" set it as the default error value, in this case "utm tracking missing" Now all that's left is to create a Flow Step to "Send Alert" (information on how here). Now you'll receive an email alert anytime the utm_campaign field fails to populate through the Landing Page form. *EDIT: A commenter recommended that the error message be cleared so that multiple exceptions can be flagged, which would be a great step. To do so, add a "Change Data Value" flow step for the Person Attribute, in this case "utm_campaign" and set the new value to "NULL", which will clear the "utm_campaign" field after the alert is sent. You're done! Now for all future Landing Pages with this generic Form, just remember to populate the "Hidden Campaign Field". I hope you've found this tutorial helpful. Cheers, Lawrence Mien Marketing Operations TigerText The Very Short Appendix So you've set your hidden Person Attribute field and indicated it in your HTML code, but the Person Attribute is still not populating correctly through the form. The issue may be that the Friendly Display Person Attribute field name is different from the SOAP API Person Attribute field for HTML. If you don't have Marketo Admin access, or don't feel like exporting the full field list, here's how you can check it: Publish or preview your Landing Page and go to it in your browser. Right-click at the bottom of the form (on Chrome) and hit Inspect. This will pull up the righthand side development panel to show you the HTML. Find the where the Marketo Form HTML is located and expand the mktoFormRow where the hidden field is. In the highlighted section below, you'll see that the SOAP API name of the Person Attribute is "utmcampaign" and not "utm_campaign". Simply drop this correct SOAP API Person Attribute name into your code back in Step 2.

The New Marketo University Website is live! Go to https://learn.marketo.com We invite you to explore the new Marketo University <https://learn.marketo.com>.  Make sure to review the 1 ½ minute walk-through to get quickly acquainted with the new features, how to enroll into classroom and virtual classroom sessions and to take advantage of one-click access to our eLearning titles. March 27th Update:  Note that some customers outside the United States might experiencing issues in accessing the University website. The new Marketo University is coming soon. Our team of professional instructional designers is working round the clock to update our learning content library and develop role–specific learning paths to help you choose the best courses to take, in the right order to achieve your specific learning goals. We apologize for the delay. We’ll send out an announcement when the new and improved Marketo University site goes live! YOU CAN STILL REGISTER FOR INSTRUCTOR-LED TRAINING. Register now. While we’re working on the University site, you can register above for upcoming instructor-led training courses.  These courses are offered in Classroom format delivered at a Marketo site, or delivered in live-virtual format online. Please indicate in the Comments below that you want to be notified when the new University site is live and we will @mention you -- which will trigger a message to you - when the new University site is up an running. In the meantime, please feel free to contact us at education@marketo.com with any questions or concerns.

Marketo Users with  Marketo-MS Dynamics Integration may realize that they are not able to see the Marketo Sales Insight section on Lead/Contact Form in Dynamics after installing the Solution. In this scenario, we will consider that MSI is installed and published successfully. However, even with an Admin Role under their CRM instance, the User is unable to see its section on any Lead/Contact Form. TROUBLESHOOTING STEPS 1. Verify if MSI section is available on the Form Editor: 1.1  Open a record. 1.2  If there are multiple main forms for the entity, verify that the form is the one you want to edit. If it isn’t, use the form selector to choose the form you want to edit. 1.3  Click the More Commands button (....) 1.4  Click Form Editor. You should expect the result below: As you can see the MSI section is available there. If NOT, please go back and re-publish the MSI plugin again as shown in our documentation (Install and Configure Marketo Sales Insight in Microsoft Dynamics Online - Marketo Docs - Product Docs - Step 10). But here, as I mentioned earlier everything is setup properly and running OK. So, what else could be the issue? 2. Check Assignment Roles: Note that due to security roles used in Microsoft Dynamics 365, even if a User is a member of a team with its own security privileges, he won’t be able to see some data. Go to: 2.1 Settings > Security. 2.2 Choose Users. 2.3 In the list, select the user or users that you want to assign a security role to. 2.4 Choose More Commands (....) > Manage Roles.Only the security roles available for that user's business unit are displayed. 2.5 In the Manage User Roles dialog box, select the security role or roles you want for the user or users, and then choose OK. Let's us provide the User here with a Marketo Sales Insight Role. Click OK to save the change. 3. Result: The User should be able now to see the Marketo Sales Insight (MSI) section on Lead/Contact Form under their CRM account.

Marketo Users often create a Trigger Campaign to trigger "Clicks Link” or “Open Email” activities on AB Test Email Program. They are surprised that they cannot find the emails in question under the Smart List drop menu for the trigger (1). Or, they successfully selected the Emails without issue and activated the Trigger Campaign, but after all it is throwing errors (2). What happened? 1. When Emails are used under AB Test Email Program, their name is wrapped with the Program Name + Test Type Name. E.g.  TEST AB TESTING.Whole Emails Test (it will look different depending on Test Type you select. But, it will always start with the Program Name). Then, targeted Emails name can be located under Constraint Trigger “Test Variant” as shown below (Emails Name here are Email A/Email B & Test Type: Whole Emails):   Note that Link & Test Variant can be found under “Add Constraint”. Also, it is very important to approve the AB Test Program before you create the Trigger Campaign otherwise those data won’t be available there for you to use. 2. Errors can be the result of not activating the AB Test Email Program before doing so for the related Trigger Campaign. Because, if it is activated in the first place there is no way to find the Emails' Name under the Trigger Smart List. Meaning that after initiating the AB Test, the system can no longer retrieve the targeted Emails name. Consequently, you get an error under the Trigger Campaign Smart List and it won’t fire.