Adobe Marketo Engage

Hello Dynamic Chat community!   I'm a UX designer on the DC team and we're looking to improve the Live Chat Performance dashboard. To do this, we want to hear from you - what metrics do you want to see on this dashboard? Please rank the importance of these below. If you think of any not on this list, please feel free to comment those as well.    - Total live chats initiated - Average chat time - Average response time - Missed chats (no agents available, agents available but no response, or system error) - Completed (closed by agent/visitor) - Dropped    Some points to consider/guide your thought process: 1) When you come to the Live Chat dashboard, what are you trying to see? What's the first thing you want to check? 2) How do you want to see this information? Chart, table, funnel, something else?    Thank you in advance for your time and feedback! We look forward to hearing from you.

**Posting on behalf of @Rajesh Talele​** **Updated in August 2025** What is segmentation   Marketo’s segmentation allows you to automatically group people into distinct profiles for reporting and dynamic content.   There is a lot more to personalization than just "Hi {{Lead.First Name}}". With Marketo dynamic content, you can customize how different people see a landing page or email. Segmentation is the basis on which you can customize this dynamic content.   Segmentation categorizes your audience into different subgroups based on a Smart List rule. These groups are called segments.   For example, if we have a segmentation called Industry, some of the segments could be: Healthcare, Technology, Financial, Consumer Goods etc.   Once you've created different segments, you can add dynamic content blocks into your landing page or email. This tells Marketo that you want that piece of content to be different depending on which person views it.   Keeping your Mar

Hi all, I am curious if anyone has successfully been able to track Opportunities on the Lead object within Bizible? We have a business case in which Leads have associated Opportunities in SFDC, and have been told Bizible cannot support pipeline reporting on any Opps associated to Leads. Currently exploring "workarounds" and wanted to hear if anyone else has experienced this / has ideas to solve it? 

Hello,  I have noticed when using a custom database token, in the preview in Marketo, quotation marks are inserted. When I go to create a draft there is no option to remove quotation marks. However, when I send a test to my inbox, the quotation marks disappear.  Has anyone noticed this before? Are the quotation marks just to let the marketo user know that the sender is a token and therefore dynamic? I just want to ensure this won't hit a user's inbox with quotation marks.  Thanks. 

To integrate with Microsoft Azure SSO with Marketo login - what will be the values for the followings in terms of Marketo end?  * SP Identifier (Entity ID) :- * SP Reply URL (ACS URL):- 

Hi Team, I am planning to have Email program and targeted audience in the smartlist at program level so the program is restricted to selected leads,I wanted to have couple of smart campaigns to decide program success and failure by clicking links and not respectively.I understand by success the campaign sets to be trigger campaign but whereas the failure campaigns automatically turns out to be batch campaign which is understandable as no user input on an email to refer trigger campaign.My question is, the batch campaign within an Email Program turns out to be targetter to wide audience than smart list at program level. which requires redundant action to add list to failure campaign as well. Is my understanding correct or am I missing anything for Failure campaign.Please advise.

We have successfully integrated Facebook with Marketo; however, data is not flowing between the platforms as expected. Marketo support claims this is a Facebook issue, while Facebook support has been unhelpful. Interestingly, when using Zapier to establish the connection, data flows accurately. I am uncertain why the sync between Marketo and Facebook is not functioning properly.   TIA

Not quite sure what the difference between a Marketo executable campaign and a Marketo request campaign is and when you should use one over the other? Then you’ve come to the right place. This post will explain the difference, give examples of when each should be used, and also clear up the enigmatic “Use Parent Campaign Token Context” option.   Simply put, the difference between Marketo executable and request campaigns is that executable campaigns are executed sequentially while request campaigns are executed in parallel.   When 2 Marketo executable campaigns are placed one after another in a smart campaign flow, the first executable campaign will execute all its flow steps BEFORE the second executable campaign executes the first of its flow steps.   When 2 Marketo request campaigns are placed one after another, the first request campaign is requested, and then straight afterward the second request campaign is requested and both will carry out their flow steps simultane

I've been building a webhook to create a new text-type chatter item in SFDC and it has worked perfectly when I manually specify the subjectID. However, If I attempt to replace this with a Marketo token, the webhook fails. Code and error messaging below. Webhook template that works on my specified test record:  { "body" : { "messageSegments" : [ { "type" : "Text", "text" : "New Auto-MQL Action taken! Please follow up. " }, { "type" : "Mention", "id" : "0054u0000072xd5" }] }, "feedElementType" : "FeedItem", "subjectId" : "00QTH000002tBpi2AE" }  When I iterate and replace "subjectId" : "00QTH000002tBpi2AE" with "subjectId" : "{{lead.SFDC ID}}" so that:  { "body" : { "messageSegments" : [ { "type" : "Text", "text" : "New Auto-MQL Action taken! Please follow up. " }, { "type" : "Mention", "id" : "0054u0000072xd5" }] }, "feedElementType" : "FeedItem", "subjectId" : "{{lead.SFDC ID}}" } I get error: Server Returned code 400

  Ever wanted to copy a bunch of fields from a “lead template” to new leads on creation? Or “broadcast” field values from a primary lead to a group of related leads, say all from the same company?   (Just say yes, it’ll make me feel better about developing this method.☺)   It’s all possible with a Data Transfer Page (DTP). A DTP forms the backbone of my popular SimpleDTO library — the JS solution for cross-origin form pre-fill. In that case, the DTP is fetched by the browser. You can also read a DTP entirely from the server side using a webhook to transfer values across leads!   A key difference is that with SimpleDTO, the DTP is an HTML document with an “island” of valid XML inside it; that island then gets parsed as an XML doc and then the values are used to pre-fill. In contrast, when used as a lead template, the DTP as a whole is parsed as an XML doc, which webhooks can parse for Response Mappings.✱   Make a DTP that’s valid XML We

In today's digital marketing landscape, efficiency is key. Marketers often find themselves juggling multiple tasks simultaneously, from lead generation to program creation and execution. One common challenge is the seamless integration of leads obtained from various sources into marketing automation platforms like Marketo. Manual data entry can be time-consuming and error-prone, leading to inefficiencies and missed opportunities.   In this blog post, we'll explore an automated solution that streamlines the process of importing leads from a text file into Marketo, cloning a Program template, and adding the imported leads to it. By leveraging automation, marketers can save time, reduce errors, and focus on more strategic initiatives.   Data Transfer Hub, by Adobe's Professional Services group, leverages automation to seamlessly import leads from a CSV file into Marketo and create a new marketing program using a predefined template. Here's how it works:   Step 1: Receive th

Hi Marketing Nation Community!    Your feedback is valuable in helping us create relevant and impactful programs to come, we'd love to hear from you. Please tell us about your Marketo Engage learning journey either through: Filling this quick survey before 3/8/24 or Signing up for an informational interview here Thank you in advance for your time and feedback! Feel free to reach out to me directly with any questions. Best, Stephanie

A common question that we come across at Adobe Marketo Engage Professional Services Consulting are around the feasibility of using distribution lists for email sends. The use cases we often have seen are for companies that use Marketo for internal communications and want to use an email alias such as team-x@my-company.com.   In order to create this alias, you would request your IT team to create the distribution list with all the internal seed list addresses and then send an email to everyone on the list to just one ID set by the team, e.g. marketingseedlist@<your.company.domain>.com. You would then need to create a single person record in the database using this distribution list email address.    However, while this is possible to do in Marketo, there are some careful considerations to take into account:   The first is that Marketo sees the list as only one recipient – meaning that individual metrics (clicks, open rates, etc.) are not tracked individually

Welcome to the 12th edition of the Adobe Marketo Engage Community Lens! Read about important product announcements concerning One-Click List-Unsubscribe and third-party cookie deprecation in Marketo Measure. Don't miss out on educational articles diving into using distribution lists, templatizing your emails, list hygiene best practices, and more.Also, Adobe Summit is just around the corner! If you haven't already, be sure to register or check out all the sessions and labs highlighted in the newsletter.   Highlights   You Can’t Miss Summit 2024: Exceptional experiences are powered by the latest trends and insights — and at Adobe Summit, you’ll discover them all. Explore innovations in Adobe Marketo Engage and Adobe Marketo Measure with labs and sessions that prepare you for the future of marketing automation and generative AI. 2024 Roadmap and Innovations for Marketo Engage Optimizing RevOPs Using the Power of ChatGPT in Marketo Engage To Attribution and Beyo

My coworker is setting up to extract data via API for he analysis work from MKTO.  I have given him Read and Query permissions and he has a couple of questions that I, (100-% not an API person) cannot answer with authority.1. He is concerned he will delete our DB by accident2. More of a concern is the pull on MKTO resources by gathering all the data he wants for the last month then the last year.Are any of those concerns valid? Our DB is in the 300k range.Thank you for any information you all can share!/Robert

I'm building out an operational program to capture some key data fields - Most Recent Conversion, First Conversion, First Campaign, etc., to centralize it. In regards to our Most Recent Conversion field for our Conferences, it's currently built like this: I want to know if an Executable Program will pull this information in. Obviously it pulls in:My TokensCampaign TokensProgram TokensMember TokensTrigger Tokens (if called from a Triggered Campaign)But given that it is not a token, will it still come in? My hunch is no and that I need to figure out a workaround. Any help appreciated.Chris 

Hi there! I'm new to Dynamic Chat - our company currently uses Intercom as our chatbot - however, I am interested in the Conversational Flow aspect of Dynamic Chat. Do I need to use the Dynamic Chatbot in order to implement Conversational Forms or can I still use that feature if I'm not using the chatbot?I'd like to implement Conversational Forms on our sales contact us forms - wondering what best practice is for this? We currently have required form fields: Name, Email, Company, Phone Number If someone is filling out that form, they want to be contacted by Sales, but how can I implement conversational forms to instantly book a meeting with Sales after the form fill is complete? Or what have others done in the past when implementing conversational forms for a sales contact us form? Thanks!!

埋め込みフォームを1つ作成し、各ブログ記事の最後に埋め込んでいます。どのブログ記事のフォームを経由して問い合わせがあったのかを知ることはできるでしょうか。埋め込みフォームをそれぞれ別にするしか方法はないでしょうか。

「Aさんが価格ページにアクセスした」「Aさんが機能紹介のページにアクセスした」といった情報をSlackで通知しています。この際、どのページにアクセスしたかをSlackに記載したいです。 おそらく、「閲覧したページ」のカスタムフィールドを作成し、そこに入力されたURLの情報を表示させる方法がシンプルかと思いました。そこで、閲覧ページのURLをカスタムフィールドに自動入力することはできますか？

Hi All, As our Marketo instance is currently linked with Dynamics through the native connector, we have a query regarding lead qualification. Presently, our lead qualification process to Dynamics is triggered by form submissions. When a person submits a form, a new lead is created in Dynamics through a campaign flow action. Subsequently, the sales team reviews and qualifies the lead into a contact in D365. Once the lead completes its journey, such as an opportunity being marked as Won or Lost, they may fill out another form for a different request. In this scenario, another lead should ideally be created in D365 to facilitate follow-up by the sales team. However, the system attempts to sync the new form submission to the closed lead and displays an error stating "Lead has already been synced." Could anyone kindly provide advice on how to re-qualify a lead from Marketo once their current journey has concluded?

Hi there, Wondering if the following flow will update the status in each program (they're different, despite the beginning of each name matching) or if it would update the status of these people in the program this smart campaign is nested in. Thanks!Chris

Hello Marketo Community Members, I'm reaching out in hopes of finding some guidance on an issue we're encountering with our Lead Routing process in Marketo.We have set up smart campaigns within our Marketo instance for 'Net New Leads' and 'Existing Leads.' However, I've noticed that some leads are being processed by both campaigns consecutively. This is resulting in duplicate notifications to our BDRs and occasionally causing the lead owner to change in SFDC.To address this, I implemented a rule to add leads from the 'Net New Leads' campaign to a list, intending to use this list as a filter in the 'Existing Leads' program. Unfortunately, this solution isn't working as expected.Does anyone have any suggestions or best practices on how we can resolve this issue? Any input or advice would be greatly appreciated to streamline our lead routing and ensure a smooth workflow.Thank you in advance for your help!Best regards,  

If I have an actively used Channel and wanted to rename some of the Channel/Progression Statuses, would that cause any issues?The values would still mean the same as the original but would like to rename to have clearer progression status labels.We do have trigger campaigns setup looking at if program status is changed so wanted to better understand if we renamed some of the statuses, 1) would the trigger campaign inherit the new name and 2) would people with the legacy status re-trigger the campaign because their status would be changed to the new renamed version?

Hi We currently have our main contact form linked into Marketo so any new form completions are automatically uploaded as an MQL and synched to CRM.  This has been working fine for new contacts and the team have been qualifying/disqualifying etc.  Yesterday we came across an issue where we have an existing contact and the sync is failing as the person is already in the system.   Is there a way of creating a new lead for an existing contact so this works? At the moment looking at our syncs it seems it doesn't happen if the person was created as a lead/contact in CRM.  Is this because it's something that can't be done?