For this specific use case, you could use smart list filters for opened email AND clicked email. This way, anyone who had email scanner click activity and did not open the email will not qualify for your clicked email smart list. This is not a perfect solve though because you could have human open activity with bot click activity and that person would qualify. The best way to track true engagement is using trigger campaigns to listening for clicks with a filter for opened email. You would then update the program status in the flow and then use program statuses for your reporting. ... View more

Your best option would be to invest in a robust and flexible landing page template that can be cloned and customized with each use. There are agencies out there that can create a single template with options to turn sections on or off, reorder sections, and customize section colors, fonts, images, logos, etc. The Marketo landing page editor is designed so that everyday users can customize each landing page without having to use code. ... View more

The durable unsubscribe is a Marketo feature that safeguards companies from violating privacy laws. If a record is deleted that has Unsubscribe = true, Marketo will store that email address as a durable unsubscribe and attribute that value to a new record created with the same email address. If there have been data errors in the past, you do have the ability to change the Unsubscribe value back to false as long as field blocking rules enable you to do so. I don't know of a way to disable the durable unsubscribe feature, but you can create campaigns to correct data that you know to be incorrect. I would just caution you to be extremely careful about overwriting Unsubscribe data because of legal ramifications and the risk of harming your sender reputation.  ... View more

A few thoughts about your questions...   First, Marketo form fills are tracked using the email address as the record identifier. If a person fills out a form with a different email address than an invite email was sent to, it would be tracked on a different record. If the email address is new to your database, it will create a new record. If the email address exists, it will be a new activity in the existing record with the same email address. Your registered campaign will catch everyone who fills out the registration form in a Fills Out Form trigger if the correct form / landing page are used as trigger constraints and there is no additional filter that someone has to be a member of the program or received the invite email to qualify for the campaign.   For email forwarding, this is tricky in Marketo because if a new recipient clicks a link in a forwarded email without using the "forward to a friend" functionality, Marketo will cookie the new user as the original recipient. All future activity of the new recipient will be tied to that user. If that person then fills out a form with a new email address, their activity will be tied to a new record with the email address inputted in the Marketo form fill.   For your program tracking on this particular event, you can identify form fills from people who were not sent an invite by creating a static list and including a flow step in your registration campaign that adds someone to the static list if they do not have the program status set in the send email campaign. Your next flow step would update their program status to Registered. Program status tracking is dependent on what statuses have been created for the channel you are using, so you may have limitations on what statuses you can assign. With that said, I would recommend using statuses for Invited, Registered, Attended and No Show.    There's a lot to unpack here, but hopefully this information is helpful!  ... View more

In addition to the other comments, I would change your first filter to Data Value Changed, New Value is Working, Date of Activity in past before 44 days. From the screenshot you shared, someone could qualify for this campaign if they have a Person Status change within a 45 day period, so using the in past before constraint ensures that it is at least 45 days from the data value change that someone can qualify. As someone else mentioned, you'll also want a filter for Person Status is Working to ensure that someone has not already been transitioned to a different Person Status.  ... View more

I love simple solutions! And we're all still learning ... View more

Hi Traci, There are several steps that need to be taken to ensure your Marketo instance is successfully synced to Salesforce. Once your sync is established, any record the Marketo User has access to in Salesforce will automatically sync. The access is set in the User Profile permissions that must be configured by a SFDC Admin. You'll want to make sure that the Sync User Profile has Read, Create, and Edit access on Leads and Read and Edit access on Contacts. There should also be Read access for Account, Opportunity, and Campaign objects as well, although this may vary depending on your business requirements. Once the object permissions are set, your SFDC Admin will also need to enable field level permissions. Permission decisions are extremely important to how Marketo will operate in your overall business functions, so I suggest a high level of detail and collaboration on what the Sync User has access to. Here is some documentations that should be helpful for you: Step 1 of 3: Add Marketo Fields to Salesforce (Enterprise/Unlimited)  Step 2 of 3: Create a Salesforce User for Marketo (Enterprise/Unlimited)  Step 3 of 3: Connect Marketo and Salesforce (Enterprise/Unlimited)  ... View more

Hi Jean, In the past, I've done initial trainings with sales to offer a high level overview of the lead lifecycle and scoring model, and how it applies to them. This should definitely be done through an in-person or virtual meeting rather than through an email. Sales teams tend to only want information that pertains to them closing deals, so keeping the details to a minimum will help with adoption (and keeping their attention). As marketers, we tend to focus a lot on the thought behind our decisions and why it's important, but going on and on about this will make eyes start to glaze over. Focus on showing them where they can find the information they need, what steps they have to complete at the various stages, and how this will help them close deals faster. I would also suggest making a sales playbook with definitions and workflows that they can refer to on their own to help familiarize themselves with these new terms and concepts. It really puts the accountability in their hands to learn new processes on an ongoing basis. Good luck to you! ... View more

Hi Anel, While you can report from either Marketo or SFDC, I have seen lifecycle data most commonly reported in Marketo. Assuming you have a lead lifecycle up and running, you can create standard smart list reports that filter for MQL Date = last month or Revenue Stage was Changed, New Stage = MQL, timeframe = last month, and filter out any junk/test email domains from your list. This would be a good solution if you want to move away from manual reporting since these filters will update with new data as each month changes. You can also set up a smart list subscription that will be emailed to you on the first of each month. I would then recommend downloading and saving your list locally so that you have the point in time data since your data can change month to month (due to record merges, deletions, etc). Going a step further, you can set up similar reports for each stage of your lifecycle and easily calculate conversion rates month to month.  Hope this helps!  ... View more

Hi Roy, One solution you can look into implementing is inserting a Honeypot link into your email templates to catch bot clicks. A Honeypot is essentially a hidden link that is only visible to bots. You can set up an operational program that will add a person to a list when the hidden link is clicked, identifying them as a known bot user. You can then filter this list out of your web activity reports, email performance reports, etc. The major downside of this though is that it's an all or nothing solution. There is no way to filter out JUST a person's bot clicks. Best of luck! ... View more

Hi Prithvi, the only way I've seen this done is with Bizible.  ... View more

I think you're asking specifically about Sales Insight templates, and sales should be able to send these from your CRM rather than have you send them if you publish to Sales Insight. In the past I've used templates as a great way to enable the sales team to promote new content, invite to events, and reach out to their prospects with specific messaging. We used them as a marketing type message that looks like a one to one email. It was much more of a sales enablement tactic than a marketing tactic. Sales liked sending the templates because it saves them time with their outreach and they could send 200 emails at once. Marketing liked them because we had more control over the messaging and we had visibility into the email metrics. ... View more

Hi Dan, thanks for your response! We use the account name token {{company.company name}}, which is a lookup field, in our MSI emails and have haven't had problems with that token. This is the first time I've seen the GUID in a response that has come back. This was however the first time I used the {{company.incumbent}} token, which is a custom object. Sounds like the custom object is what isn't supported. Do you know if this is documented anywhere? But yes, very odd our internal tests showed the correct value when the GUID was being sent out to recipients. ... View more

Sanford Whiteman​ can this code for Marketo LPs also be used on corporate websites? ... View more

She said she wanted to alert BDRs for when people visit a certain number of pages on the website. If they visit other pages, the UTM parameters won't be on the other pages. ... View more

You could structure your smart campaign with a trigger of visits webpage containing ___ with a minimum number of times constraint, then add a filter for "not clicked link in email", email is "any" in past 1 hour. You would definitely want to test it, but it should filter out anyone who clicked an email to get to the webpage. ... View more

We want to personalize the URL because we want to create a personalized experience for an ABM campaign. We also want to use the personalized url in print media later on in the campaign. It would be great if it would populate in the search bar when they opened the landing page AND it worked when they typed it in from their print mail. Is there a way to do both? I'm guessing the marketo personalized url means when they type in their personalized landing page, the main landing page opens up? ... View more

Yes, it's very possible that I'm confused We are sending an email to a targeted list, who are already cookied, and the email will link to a landing page that will have a personalized url. I have enabled the personalized url, but it didn't give me the option to choose between name or code, and when I'm testing the landing page, the personalized url is not present. ... View more

Is there a way to choose between the unique code or unique name? Do you know why when we send a test email that links to the landing page, the landing page does not have a unique url? It seems like I'm missing a step because it's not working. ... View more

Are you a member of the MS Dynamics virtual user group? You may get some help there: MS Dynamics Virtual User Group. ... View more

Thank you, that is very helpful! Do you know what IP is used sending Marketo emails through Dynamics CRM? ... View more