Adobe Marketo Engage

It took me way too long to figure out how to get anchors to work within an email so a link at the beginning can take you separate sections of the email. So I wanted to share my discovery to help relieve some headaches for others.   First, you use the "Insert Anchor" option when editing the rich text the link will be going to. Name the anchor something appropriate, especially if you're going to have multiple anchors within the email. In this example, I used "ToC_to_AWS_Articles". Then, on the rich text you will have viewers click on to go to the anchored point of the email, you're first going to highlight the text that will be clicked on. Then, select the "Insert/Edit Link" option. This is the most important step that took me way too long to figure out. When you're on the Insert/Edit Link field, you will add the anchor to the "URL" box. But when you add it in to that box, type it in with the "#" before the name of the anchor. That is how the system fully connects the link to the a

Hello friendly people,   I've tried to run the flow step "Delete Person from SFDC" on a Salesforce contact and I got the error message "{INSUFFICIENT_ACCESS_OR_READONLY: insufficient access rights on object id}". That led me to believe that the Marketo Integration User didn't have the appropriate right to delete a contact. Yet, under Profiles --> Standard Object Permissions" in Salesforce, I see that the Integration User Profile has Read, Create, Edit and Delete on the Contact object all checked. Am I looking in the wrong place or do I misunderstand the error message?   Thanks!Michael

Hi All,   I have a trigger campaign which keeps the SFDC custom field (Suppression Reason) updated whenever a person's marketability updates. For example, let say a person is marked Email invalid as "True" (with Email invalid Reason text as True) and marked as  Unsubscribed as "True"(with Unsubcribed Reason text as Unsubscribed: No longer needed;). So the current Suppression Reason text field would show as: Now, let say I manually unchecked the Email invalid box, so what should be the campaign logic set in such a way that the Email invalid Reason should be removed and only the Unsubscribed Reason should be populated in the above text field ?   Any help would be very helpful for me. Thanks in advance !!

Merger or acquisition of any business brings with it new opportunities and risks. You’d need to perform a lot of heavy lifting on your IT infrastructure.   For instance, each company involved in the M&A has its own Marketo instance. So, how would they merge the two? There are three situations in which you need to merge your Marketo instance: Company A is acquired by company B and hence Company A’s instance merges into company B’s instance or vice versa The child organization instance is merging into the parent organization instance You burn both Marketo instances to the ground and start from scratch This merger is an intricate process that requires well-defined steps, planning and clear-cut communication about your future goals for a smooth transition.   In this blog post, we’ll talk about the nitty-gritty of how to merge two Marketo instances successfully. So, let’s dive in!   6 Steps to Ensure Successful Merger of Two Marketo Instances   While most marketers

Want to ensure your Marketo emails bounce (or at least a healthy share of them)? Try this:   Ideally, the editor wouldn’t even let you try to use the lead’s own Email Address as the From. But it’s impossible to detect all the methods of using that variable[1], so you’re trusted to do the right thing.   Unfortunately, most MOPS folks are only passingly familiar with DKIM, SPF, and DMARC (to be fair, same goes for the IT folks who really should know how they work!).   So you might think “What if my sales alerts looked like an email from the person who filled out the form?” without realizing that’s exactly what DMARC is designed to prevent.   Assume DMARC is in use First off: it doesn't matter whether your domain uses DMARC. Whether your own IT team has added a DMARC DNS TXT record (_dmarc.example.com) is immaterial.   What matters is whether the lead’s IT team has enabled DMARC, with a reject or quaran

Hi all,   Interim goal: Get landing page performance report type of stats on each of our (100+ ) JS variations we have for each of our landing pages.   Ex. "our.company.com/lander1?utm_x=1" has 100 page views this month vs. "our.company.com/lander1?utm_x=2" has 200 page views this month.    End goal: pull this data via API/ Integration to be combined with other company data across other tools.   It doesn't seem like my end goal can be reached via the API. If that's the case, any recommendations for 3rd party reporting visualization tools that'd get us to our goal? We're looking at Tableau currently but not loving it.

Is there a way that previously deleted people that are added back to Marketo, get unsubscribed? Or is there a smart filter that can be used to omit them from being delivered emails?

Hi everyone,  I am setting up an Engagement Program and would like to skip an email for members in the stream that meet specific criteria. I know that I will need to add a default program with an email and smart list with that criteria. I believe that the campaign needs to be set as a batch, not triggered off the previous email sending, correct? I am wondering what I need to do to active the program and ensure the email is sent at the same time/day as the other emails in the stream. Would I schedule a recurrence for the same time/day as the cadence of the stream or schedule recurrence for daily?  

Hi everyone!   Have you ever had trouble starting the lead conversion due to clicks on external links or PDFs in emails?   It seems that if a client clicks on an external link or a pdf in an email, it will not be taken as a valid activity to start the lead conversion.   Thank you!

Hi everyone, I'd love to hear how people set up customer scoring, i.e. score existing customer to gage cross sell opportunities?We are thinking of setting up custom customer score; i.e. a) Customer Product A Score and b) Customer Product B Score. This would help us send them to the right sales team when they engage.Can anyone share any learning, ideas, issues they found?

Marketo’s content processing can be, in a word, greedy.   When it detects Mustache-style double-curly-brace notation — like {{lead.Some Field}} — that either   (1) matches a known field (in the case of a {{lead.token}}), or (2) simply looks like like a token (in the case of a {{my.token}})   the app grabs ownership and outputs the value of the underlying field/token.   And if it detects a {{lead.token}}-like sequence that doesn’t match a known field, it’ll throw a validation error.   Both cases are problematic if you meant to output literal double curly braces in the body of a page or email.   (If you’re wondering why you’d want literal content like “{{lead.Some Field}}” on a page, well, consider that software companies use Marketo and they may want to show sample code. And in general, no characters should ever be completely forbidden — that’s my take!)   The most obvious way to escape token-lookalike expressions doesn’t work.

Hello!   I'm trying to account for job title changes in demographic scoring. We've identified titles that we give a high (+5), mid (+3), and low (+1) score. However, if someone already received +3 for a mid job title, I only want them to receive +2 if they move to a high job title. I thought about creating smart lists for high, mid, and low and 3 smart campaigns for each list.   Example:   I don't love this approach because this would require multiple campaigns and I'm trying to be as simple and streamlined as possible. Is there a better way to do this?  

I'm trying to create a report that shows the members clicked in an email and the link they clicked. I can see the information is in the system, however I can't find one way to report it together?

Hi All,   Not sure what I'm doing wrong here.  I have a form built for a customer request a quote which is capturing 80% of fields correctly.  However, the address fields are not pushing through from the form to the person record. The form: Person Created via Form Submission I have visibility rules disabled and Mask Input Disabled.  Any ideas?  Happy to answer any follow up questions - thanks in advance!  

Hey all! I am trying to figure out the best way to go about capturing UTMs and Gcluid via hidden fields on forms. We currently have it set to "URL parameters." However, for awareness campaigns that direct people to non-conversion-focused pages, they often navigate around before converting, thus we lose the UTMs and Gcluid when they end up converting. I have made some smartlists that show me if people visited these web pages via ads by creating smartlists that look for query that contains the corresponding UTMs. From this I can manually look back through the leads history and take the Gcluid out and populate a spreadsheet. Nightmare, but possible, and it allows us to feed the google ads algorithm. However, people keep asking me why a lead driven from an Ad has a lead source of direct/organic. I explain that it's because the system sees them as direct organic as the UTMs and Gcluid fall off as they navigate around the site before converting. A

Hello, Due how our data is structured, we needed to use bridge Custom Objects to structure our data similar to this:Customer Profile (person data) --> CustomerLoans (the high-level data) --> Loans (the detaiils)By default, it seems that the Email Scripting can only access Custom Objects that link to a Lead. Is there any way to access that second level data or is it not possible to grab it at all?

Hi All,    I just have a very simple question, what is an AIL value in marketo ?

Hi all,Hoping to get some opinions on a nurture campaign I hope to set-up through the use of streams. I have a rough diagram below.  (Excuse my lack of design skills).   All leads that qualify to be added to the engagement program via the flow will need to get the same emails in stream 1.  Only specific leads need to get the content in the second stream.  I have created a smart list that contains all leads that need to receive this email. Is there a way that I can achieve the below through the use of Transition Rules in streams?  Thank you all.  

I have a field called Prev YTD Transaction Volume which has numerical data in the format 12387646. I am trying to write a velocity script to present this data in a currency format $12,387,646.00. The token for my field is {{lead.Prev_YTD_Transaction_Volume__c}} What would be the best way to write the script. I current have the script as below but the value returned is incorrect.   #set($total = ${lead.Prev_YTD_Transaction_Volume__c}) #set ($total = $number.currency($total)) ${total}

I have ten form fields that are simple Y/N answers (radio buttons) I am looking to have each question be scored as Y=1 N=0 and then pushed to a hidden field that holds the overall value, so if the user answers yes to 6 of the questions the score is tallied in the hidden and would = 6. The reason for this is because I am trying to get the total score at form submit so I can pass it to trigger dynamic content on the follow-up landing page. Any help would be greatly appreciated.

We are trying to CC executive assistants on emails to contacts and wondering if the exec assistant should be a text field on the Contact object or if it can be a Contact Lookup field on the Contact.

We currently have WebEx as our webinar provider and this issue seems to be one that just happened in our most recent webinar today.    We use this token: {{member.webinar url}} to populate the customer information so registrants will have a personalized link to join. For some reason for todays reminder email the link defaulted to our backup page (webinar has not started) and it seemed like for all our reminder emails the link is dead. As a temporary solution, we ran a batch campaign to resend the reminder email with the generic attendee link.    We have submitted a ticket to support however I was wondering if anyone else came across this issue or can offer some suggestions to fix it?