SanfordWhiteman

Marketo recently added a bunch of new {{trigger.tokens}} that can help reduce the number of nearly-redundant trigger campaigns, always a good thing. Some of the tokens are relatively “raw,” though: they output unique IDs, not friendly names. Massaging those into values suitable for people like sales...

Let me start by noting this technique is only for people at your email domain, not for lead email addresses. Guessing leads’ names is what spammers do. If you forgot to require First Name and Last Name on a lead gen form, complete their profile responsibly. Sometimes, due to technical gaps, you only...

Native Visibility Rules and Progressive Profiling pack immense power. But one thing they can’t do is change whether a field is required: if a field is displayed per VR and/or ProgPro rules, it simply picks up the Required setting from Form Editor. This means you need JS for advanced behaviors. Say C...

You have a robust multi-subscription model using Marketo Custom Objects, where each Subscription+Person combo has robust metadata about when somebody subscribed/unsubscribed, why, and how. The boss goes, “Can we get a scheduled report of people who subscribed to any newsletter in the past month?” Yo...

window.postMessage and corresponding window.onmessage listeners enable secure communication between cross-origin windows, including IFRAMEs. The postMessage API is ubiquitous, used by popular JS widgets like media players (YouTube, Spotify), meeting schedulers (Calendly), chat popups, and forms[1]. ...

A client found a single recipient domain where every Marketo email went to Spam due to failing DKIM validation. (A bad DKIM signature should really result in the message being dropped completely, so sending it to Spam was dangerously generous!) We knew the DKIM DNS record (m1._domainkey.example.com)...

A client recently asked about connecting Marketo to Clay and we were dismayed at Clay’s official docs:Snippet from Clay docs See how they recommend Request Token Encoding: None? That’s totally wrong, since:There are {{lead.tokens}} in the body, i.e. request tokens.The body uses URL encoding, indicat...

Knowing if the current pageview is associated with a known lead vs. anonymous is key to a lot of cool personalization. For example, you can build the equivalent of “If Known Visitor, show Custom HTML” with a non-Marketo form. Or show instant download links if someone is associated (since clicks will...

Velocity is already verbose, but you’ve still gotta code defensively even if that means a little more code. Crucially, in the Marketo-Velocity ecosystem, don’t assume code will only run in the context of a Person record. Prepare for person fields and object lists to be empty. This is true, for examp...