Mark_Knight

HI - thanks for your response. Turns out the Marketo Support Engineers (Level 3) CAN deactivate this feature - once I explained to them how this 'feature' had deactivated critical operations, including GDPR compliance required campaigns, they found a way.   My frustration with your solution of just going through the list of campaigns identified within the  "Idle Trigger Campaign Cleanup" and deactivating / activating is that the process of simply deactivating / re-activating a single campaign takes too long. It's not just a toggle switch - the processing time for the browser to update is the killer. My last cleanup alert email had 136 campaigns listed in it.   Thankfully Marketo Support were able to help. (so they tell me, fingers crossed it does work as planned) ... View more

Just found out this 'nice little feature' within Marketo is the source of why my Smart Campaigns have been deactivated. Its one thing to clean the system to keep it functioning, but quite another when it is only PART of an eco-system that is reliant upon it running... Our website uses smart campaigns that are triggered by form fill from stated URLs that then triggers the process of that registration including the sending of the webinar playback to the registrant. NOW happen to find these are being turned off if not engaged with on our website - PROBLEM is, the content remains on our website, and is expected to work until we choose to remove it.   - Can this auto-clean feature be turned off? - is there a known workaround to trick Marketo into thinking been engaged with?   thx ... View more

This is so FRUSTRATING - this is basics, level 1 requirements, yet the functionality is missing (and as you point out in so many other areas too) when this is included in more basic (and cheaper) solution offerings.   Have any of your suggestions been taken up, or are Marketo (Adobe) just advancing to broaden functionality to make their solution have the new areas only a few will want whilst ignoring core areas that any marketeer would take for granted as being present in 2020 - checking whether a marketing automation system can automatically / easily integrate into GA in 2020 should be a given.... not something you have to retro fit yourself. ... View more

@SanfordWhiteman - is there a way to template add utm_medium=email and UTM_campaign=[marketo campaign id] to marketo email links i send out - or do i need to append all urls manually with this info?   Seems a simple request, but cant for the life of me find an answer...   UPDATE: I have since found this article by Courtney Grimes. https://nation.marketo.com/t5/Champion-Program-Blogs/Integrating-Google-Analytics-with-Marketo/ba-p/247277 I have successfully excluded mkt_tok from my pages, but am still lost as to how to setup the User ID tracking  - is there a dummies guide for that part? ... View more

Perfect fix and implementation guidance for the issue of Firefox not displaying embedded forms ... View more

Many thanks Sanford Whiteman‌ for this post and for reaching out to me after liking a previous post that was out of date. One more point to add one more item on your implementation list though. - Make sure you clear your CDN cache if you are repeatedly testing the same page once you have implemented this fix... I find it incredible that we need to fix forms and can no longer rely on the embed code Marketo generates - Why are Marketo not fixing this issue for any new forms / embed codes generated??  I hope Marketo give you some level of kick-back for doing their job for them... ... View more

But there is more than one type of consent, not just 'specific consent' to which your comment relates. Specifically within B2B there is also 'Legitimate Interest' whereby upon balance you can evidence that you have a legitimate reason to believe the person wishes to receive emails from you - perhaps a customer etc and you wish to inform of a similar service to what they are a customer for / have a valid relationship with. - as long as you give the user an opt-out, legitimate interest is a valid form of consent - even for email marketing. At least that is what our lawyers have told us (Global B2B software company) ... View more

very useful - but i have found that the link within a smart list subscription email to download the report expires after 4 days of the email being sent? Is there a way to extend this? - Its quite limiting for example if recipient is travelling / on holiday? ... View more

Thanks for your time - I will definitely be trying this out. ... View more

Hi Jen so the data capture through the ipad doesnt cause any confusion with cookies / activities? You are able to get multiple form submissions (new leads - or existing known contacts) into Marketo and synch into Salesforce, creating new leads in SF, or if known updating their existing records (matching by email address i assume?) - this could be the answer ...! Do you do anything specific to your forms to avoid confusion between the multiple submissions (ie have the ipad to act as a 'kiosk'?) Many thanks Mark ... View more

Not wanting to speak against anyone here, but having the same issue (as i interpret your question) and i dont think the Marketo App helps. - all that is good for is checking in pre-event registrants as attended. - you cant extend it nor add any additional fields to what it exposes within the app. So useless for tradeshows. I too am looking for a solution to take to trade shows whereby i can capture new leads from the show floor, and add in notes about discussions and required actions. Yet to find a solution. The forms idea mentioned above is interesting but i am not clear how to overcome the cookie / account activity issue. There must be many that have walked this path before, how does everyone else do it? - just use the third party event scanners and then import the data into Marketo ??? Thanks Mark - Marketo novice! ... View more

ANYTHING that would help improve the performance of the Email Editor has to be good... ... View more

...and nearly two years on and the speed of the email editor 2.0 should be an embarrassment to Marketo. I too am facing the same issues of load times (to edit / add or remove modules) - you can be waiting 25-30 seconds for the command to execute its so frustrating. I too expect a instant load time, coming from a far cheaper solution in Dotmailer where i had taken the performance times for granted. I will be looking into Gregoire's comments to enhance (thankyou), but i find it incredibly frustrating that software vendors (it would seem) would rather expand their portfolio to include a few more check boxes in the functionality comparison sheet than improve the core performance of the basic modules on which their software is built. I also use Chrome. ... View more

Hi Greg many thanks for your prompt response and confirmation. Appreciate it. Mark ... View more

anyone know if the Android version has been removed? I have searched within Google Play for 'Marketo' and can only see Marketo Moments Android Version 5.1 - old i know, but i am trying to determine if ok on Android. I have it working on apple ipads just fine. ... View more

The above step 1 has failed, skipping all records. I believe the reason being existing attribute 'Postal Code' is text based and the new attribute 'postal code range' is an integer. The FLOW step is reporting an error not allowing the use of the token {{Lead.Postal Code}} due to the conflict in field type. - does this mean i need to look at webhooks? or is my processing wrong? ... View more

Hi Sandford I believe this is the method i was looking for, and i have run with. 1) Create smart campaign - Smart List: (Filter > Personal attribute) Postal Code = 'is not empty' - Flow: Change Data Value: 'Postal Code Range' >> (new value) {{Lead.Postal Code}} - Schedule: Run once 2) Once complete, modify the rule so that it triggers on any postal code updates: - Smart list: (Trigger > Data value changes) Attribute: Postal Code - Flow: Change Data Value: 'Postal Code Range' >> (new value) {{Lead.Postal Code}} - Schedule: Run every time I will also look into Webhooks, when time allows. Many thanks ... View more

Many thanks for your prompt response - you are correct to assume i have never looked at, nor understand Webhooks. Looking through these they appear to offer data services (fill in missing data.) ? Perhaps i haven't found the right area / application - Did you mean applications like Informatica? Address Verification » Marketo LaunchPoint®  My request is perhaps a more simple one. I already have the post codes and email addresses i desire. I need to retain the postal code data as text for some filtering requirements, and duplicate it into the 'Postal Code Range' custom field i have created so i can use numerical filtering to create a email target list of known email addresses. Apologies if not understanding. ... View more

I am having a similar issue - but currently have no CRM integration. All data just held in Marketo. I need to create a segment where Postal code is less than or equal to 3000 and country = Switzerland (to target french speaking people in Switzerland) BUT i only have my post code data in a text field, so cant do as a range. Reading above, I have created a new field 'Postal Code Range' but how to duplicate the 'Postal Code' data into this new field so i can run the 'is Between' filter on the Postal Code range field? Many thnaks Mark ... View more

I am new to Marketo so still trying to get to grips with the details, so please excuse my simple question. In basic terms, please can you confirm that if my website DOES already have HTTPS encryption, i can use the embed code from Marketo forms (created in 2018) within my website and those forms will operate as expected, without errors, passing encrypted data into Marketo, (and not flag any issues in Google), WITHOUT the need for me to purchase separate HTTPS encryption module from Marketo? Many thanks Mark ... View more

Hi i am working with a german DPO / lawyer to cover our GDPR needs for our website in Europe and we have covered this issue. He agrees with you ... you need two check boxes BUT (a very big but...) 1 consent to store and process the registrants data and this needs to be coupled with a link to a specific consent statement detailing the fields captured and why / what to expect... (it can’t be a generic link to privacy policy, that gets linked to from the specific statement) 1 consent to further email marketing (if not already opted in) BUT... Neither of these boxes can either be pre-checked, nor mandatory. GDPR is specific about this. You cannot couple consent (tick this and you can have the content) doing so invalidates the consent... (assuming we are talking about a form that then provides access to white paper download etc - there are some exceptions to this depending upon what the user is registering for...) You have to give the option of allowing the registrant to download the white paper without giving you the consent to store and use their data- let alone opt-in to further emails... and the only field you can make mandatory on that form is email address, assuming you deliver the whitepaper via email... you can include other fields but these are optional. its a brave new world... ... View more

I have received an update from our external German-based legal advisers who are acting as our Data Protection Officer prior to the Xmas break, during which he pointed out to me that there is a significant issue in the way Marketo data capture typically wants to operate. One of the new requirements of GDPR is to not enforce the unnecessary data capture of fields not required for the processing of the request. What this means in practice, he suggested, is that you can no longer make mandatory field data capture that would typically be generated for White Paper access (ie Name, Company, Country etc) - you can only make Email address mandatory based on the principle that you then deliver the white paper via an email back to the registrant. You can still have all of these fields on your form, you just cant make them mandatory - and of course you need to make email marketing consent a separate opt-in to consent for storage. Therefore you have the prospect of having to give away all of your gated content in return only for an email address, which could potentially only be used for the delivery of the gated item, before you have to throw the address away... - Of course there is the argument that this will improve data quality of those consenting, but will see a significant drop in numbers. However, he did suggest there is an alternative data model. The 'Facebook' approach. This requires the user to sign up to a user account / login prior to getting access to services/resources. As part of this approach in return for your services (i.e. gated content) you can require the registrant to complete their details and consent to storage in order to access the gated content. - note, you still cant enforce email marketing, this remains a separate opt-in, and you must still offer an opt-out of consent (right to be forgotten etc). Having only recently signed with Marketo, this news is quite alarming to me. - Has anyone else's legal counsel come to similar / same conclusions? - Are there use cases / references of how Marketo can be used under a User Account based model integrated into a WordPress website? Many thanks. Mark ... View more

My understanding of the Profiling restrictions are that you need to allow the user the right to OPT-OUT (assuming the profiling is tracking based for direct marketing purposes and not making an automated decision on user from a contractual perspective) When processing is for direct marketing purposes, including profiling, the data subject similarly has a right to object but in this case processing must cease and the controller is not authorized to continue under any circumstances. REF:  Top 10 operational impacts of the GDPR: Part 5 - Profiling My reading of this is you need a new banner to Preference management, that will allow an initial visitor the right to opt-out of Profiling (that will deactivate the anonymous tracking on your site) (i am not a lawyer etc..., but i will be raising this issue with a German lawyer i am working with to determine how we need to change our website processes) - this thread is very timely - thanks. <<<< UPDATE following discussion with lawyer >>>> GDPR does not make the need for cookies/tracking to be opt-in. This remains opt-out via the preference centre as mentioned above. What could POTENTIALLY make tracking opt-in is the e-privacy regulation, that is still currently in draft form, although scheduled for release the same time as GDPR it is generally considered it will not be launched at the same time as it is still under review following the public consultation period. Summary report on the public consultation on the Evaluation and Review of the ePrivacy Directive | Digital Single Market How to deal with cookies? 77% of citizens and civil society and 70% of public authorities believe that information service providers should not have the right to prevent access to their services if users refuse the storing of identifiers, such as cookies, in their terminal equipment. Three quarters of industry on the other hand disagree with this statement. ... View more

I too am currently researching this issue right now and have come across 2 main authoritative articles: https://moz.com/community/q/does-having-a-different-sub-domain-for-your-landing-page-and-blog-affect-your-overall-seo-benefits-and-ranking http://www.verticalmeasures.com/search-optimization/marketing-automation-and-seo-subdomains-vs-subdirectories/ Basically the articles state that if the form is navigable within the site (ie main contact form) use the embed code to ensure design integrity. If the form is part of a landing page linked from social / email / ppc etc then place on a Marketo LP and benefit from a nice user experience (pre-fill / known user / progressive profiling etc) - BUT, Marketo landing pages are on sub-domains (MOZ article) that doesn't help feed the domain authority of the main site and the SEO for this landing page will suffer as it gets treated like a new site, so the SERPs will be worse than if on the main site. Therefore if SEO / SERPs are crucial to this LP, they caution against using a Marketo LP. Either way, the answer is still dirty and not clear. You, me (and no doubt lots of other Marketo users) want the features of Marketo to help manage your form AND the SEO benefits for your domain. For me, these landing pages are important as they are the gate to some high-value thought leadership content (White Paper / On-demand Webinar etc) that i WANT to rank well in the search engines, to help with our lead generation - but i also want a good user experience and not to keep asking the same basic data capture questions each time. Which way is best... ??? Its nearly 2018, i find it amazing i still need to decide and cant have both. I am interested to hear how others solve the puzzle. ... View more

All great points - i agree. Its also the implication i am trying to understand. How will Marketo allow website owners to manage preferences for website visitors. What will the impact be if they opt-out of profiling Will consent to email marketing require double opt-in to verify the address in the form submitted is the person who submitted the form (ie need to click link in email) - what happens to that data in the meantime, is it temporarily stored in Marketo until verified and then added to our account? My understanding of the problems, leads me to beleive the answer lies in a 'preference management' page for a user, whereby they can opt-in / out to tracking (profiling) and email marketing, AND also see their registration data, and amend as they wish. But then this changes the data model for Marketo from a one-way submission and store on a cookie, to a user management, two-way comms flow that is able to pull information from Marketo(?) and show on a page. From my limited understanding of Marketo, thats not possible? Marketo only pushes from website to Marketo to CRM? - so suddenly website managers will need to find a way of PULLING user profile data / preferences from the CRM to display on their websites, whilst still ensuring all values are in synch, consent is stored (and dated and noted where consent was given from (ie specific website activity)) Anyone got any data models showing the required flows for this? I am trying to get an understanding now, but my Marketo contact doesnt seem to understand the issue (perhaps as based in USA and therefore unaware of the potential impact of GDPR). ... View more