Adobe Marketo Engage

Sorry for the long post - but I am running into an issue with Marketo sending out emails in the wrong order or skipping some entirely We have 4 streams happening 1. Everyone entering the nurture starts at stream 1 to receive email 12. Everyone transitions to stream 2 - if they did not open email 1, then they receive email same email with different subject in 3 days. Otherwise, receive email 2 in a week. If they don’t open email 2, receive email 2 with different subject in 3 days. Same rules apply for email 33. If all 3 emails have been opened, they go to stream 3 4. If all 3 emails were opened and clicked on, they go to stream 45. Stream 3 and 4 consists of different emails up to 12 emails I don’t have cadences set since the emails go out different amounts of days depending on what happens with the previous email. But triggers are in place to move members to the correct stream. I am just not sure why emails are not sent in the correct order and why some emails are not being sent. I can

Does anyone use Marketo reports for email metrics? I know I can pull basic email performance reports, however, I would love to be able to filter on the email name. I am trying to build out reports for specific email names, for example, "Email starts with: xyz". The goal is to have reports specific for field event emails, white paper promotions, webinars, etc.   

Is there any ways to identify the records which are in salesforce but never been synced or deleted from marketo.

オプトアウトしたユーザーを、再度復活させる方法について考えております。   ユーザーの同意があった上で、Marketo側でどういうフローや手続きをしてもらえれば、再度復活できるのでしょうか。 その手順について確認したく思っております。何卒よろしくお願いいたします。

Hi all, we created an email script token that displays the SDR name based on logic on other custom field (POD) and the SFDC type (Lead/Contact) It seems like it goes to the default condition ("SDR Team Lead"), and the other conditions are not calculated (Even though I checked some examples and it should work). I added below the script: #if(${lead.SFDC_Type} == "Lead" && ${lead.POD_New__c_lead} == "01. US ENT 1") #set($sdr_name = "Rep US ENT 1 ") #elseif(${lead.SFDC_Type} == "Lead" && ${lead.POD_New__c_lead} == "06. US HC 1") #set($sdr_name = "Rep US HC 1") #elseif(${lead.SFDC_Type} == "Lead" && ${lead.POD_New__c_lead} == "07. US HC 2") #set($sdr_name = "Rep US HC 2") #elseif(${lead.SFDC_Type} == "Lead" && ${lead.POD_New__c_lead} == "02. US ENT 2") #set($sdr_name = "Rep US ENT 2") #elseif(${lead.SFDC_Type} == "Contact" && ${lead.POD_New_Contact__c} == "01. US ENT 1") #set($sdr_name = "Rep US ENT 1") #elseif(${lead.SFDC_Type} == "Contact" &am

Hi everyone,   I'm trying to conduct a subject line a/b test including a first name token, but was wondering if I should build the subject line with the token in email editor page where I can use the "insert token" button, or will the first name token pull through correctly if I just include it with the other text in the subject line box in the a/b test edit window?   Thanks!

We are extracting leads via a API bulk extraction. However when comparing the number of the extraction with the numbers in the Marketo Database, in the extraction are found more leads.  Now I was checking also the deleted leads (via API call) to test whether the discrepancy could be caused by deletion. But those were only causing less than 1% of the discrepancy.  When looking for the lead Id in Marketo they are claimed as "not found". Could there be any other reason for the lead not to be found besides deletion? I was thinking about some anonymization or something similiar. 

Hi,    We are organizing our engagement stream items as individual nested Email programs. Currently those nested programs sit outside of the engagement program that references them. I dont see an option to move those email programs into the engagement program. Is this a limitation of Marketo or am I missing something ?   BR

I am looking to see if there is a way to update all of our active Marketo forms at once. We currently have an Industry field on all of our forms and I would like to update the dropdown to include more options. Is there a way to mass edit/update all the forms at once, instead of having to individually add to each form?

Utilizing the Marketo API - I have been attempting to upload program members via the bulk method. This seems to fail 30% of the time with not all members uploading to a specific program (randomly only 10/4000 people will upload). This made me think that I should probably add in logic to make sure the task job has a status of "Completed" before proceeding to the next upload. However, I am not sure what the syntax should look like and am at a loss.   Below is my code: ---------------------------------------------------------------------------------------------------------------------------------------------   def import_program_members(program_id, host, endpoint, program_status, access_token, file, filepath, log_id): try: args = { 'access_token': access_token, 'format': 'csv', 'programId': str(program_id), 'programMemberStatus': program_status, 'programStatus': 'completed' } with open(filepath, 'r

I created a folder for a campaign and built out the assets etc... but every time I log in to Marketo I first see a duplicate of the folder and I'm not able to expand or see the assets in either: When I refresh the page, I then see a single folder and can expand it as normal It doesn't matter how many times I log out and in, close the browser, restart my computer etc... it always appears this way when I first log in to Marketo and it's been doing this ever since I first created the campaign a month ago.    It's a minor annoyance but does anyone know what causes this and how I can fix it?

Hi all,   According to this post phone number field input values should be able to contain characters like "-" or "+". https://nation.marketo.com/t5/knowledgebase/marketo-field-limits-by-field-type/ta-p/299978 However, with one customer I am now seeing invalid field notifications if these characters are used. There are no input masks in place, so it seems a generic change in field type settings. This is happening since a few days. Is anyone else seeing this change?   Thanks!

Note: Kudos to those who have reviewed and given me feedback on this list! @Juli James​ @Jenn DiMaria​ @Christina Zuniga​OverviewThe job of a Marketo administrator can be difficult to define. What are the primary responsibilities? What role should you play? Who should you work with?Depending on the size of the company, the charter will vary based on the number of users, resources, and volume of campaigns and content. In a smaller organization, the Marketo admin may perform all of the responsibilities described in this post, while in larger organizations he/she will oversee and delegate responsibilities to individuals or teams. The following will cover the core areas that the Marketo admin should focus on to be effective.Sync with CRM The Marketo admin works alongside sales operations to ensure marketing and sales data are syncing between Marketo and the CRM.  This includes determining field mapping (which fields in Marketo sync to which fields in the CRM) and ensuring the right fi

I'm currently attempting to remove an old segmentation, and am going through all the old emails that utilized that segmentation to unapprove them.  While I was going through the emails, I came across an email that was approved and I was unable to unapprove the email.   The email in question is part of an aborted program.  That aborted program also had an A/B test (not sure if this is relevant). I am unable to unapprove the email because it's currently "in-use" by the aborted program, and I can't remove the A/B test, the email from the program, or delete the program.   How do I go about unapproving/removing assets from aborted programs like this?

Hello- We have added a new field in Salesforce Campaign object by the name of 'Rating'. I want to understand if it is even possible to sync this field to Marketo so that we can use them in Smart campaigns in Marketo as filters? If yes, How can we do that?   I tried looking at the Admin > Data Management > Salesforce Object Sync schema but it did not show me Campaign as a synced object. But, when I look at Admin > Integrations > Salesforce > Edit Sync Options, the 'Enable Salesforce Campaign Sync' check box is checked.   Would really appreciate all the help I can get navigating this as I am pretty new to Marketo.

Hi - I am automating my lead source workflows based on program status changes and UTMs.    For event registrations, I'd like the workflows to first populate the lead source based on the UTM source that drove the registration. If there is no UTM, I'd like to use the event channel to populate the lead source.    How can this best be achieved, so the lead source from the UTM isn't overwritten when the program status change to registered runs (this will update lead source to the event type)?   Note - we have an original lead source field and current lead source field. 

For MktoForms2, there is an .onSuccess(callback)but there doesn't seem to be a .onFailure(callback)I've read through the api many times, I can't seem to figure out a way to find out if the form submit has failed.Is there a way to do this? How do other people ensure they are aware when a form submission fails?Thanks

This post will walk through five steps to optimize and get value out of reporting with Marketo’s Performance Insights Dashboard.   STEP 1: Review & follow these Best Practices to optimize your programs for Reporting in Marketo. STEP 2: Create a Program Performance report. Ensure the programs you wish to report on are included in this Program Performance report. Review the report to confirm if “Success” and “New Name” columns are populated with data. Note that only programs with “Success” or “New Name” data will be reported in the MPI dashboard. Ideally, you want to see all columns populated with data to ensure optimized attribution reporting.   STEP 3: Create a Smart List “Has Opportunity” (use filter: “Has opportunity = true”). This will give you the list of people that are tied to opportunities (i.e. has contact role on the opportunity) that will contribute to the Pipeline/Revenue attribution dashboard based on explicit attribution setting. If your Smart List returns

Hello,   We have recently made integration of Marketo and BrightTALK platform, But there are times when only some leads pass in Marketo. Please share which smart campaign triggers we need to use to pass the leads.

This post explains best practices for getting the most out of Marketo Engage program & attribution reporting.   Most of Marketo’s out of the box attribution reporting (including Performance Insight and RCA) is based on “programs” in Marketo. To get value from Performance Insight dashboard/RCE and accurate attribution reporting, it is important to understand how Marketo measures your program performance to make sure you’re providing the necessary data for the dashboard to work.   Best Practice #1: ONE marketing activity = ONE program in Marketo Marketo’s best practice is to leverage its native “program” functionality to organize each of your marketing activities. For example, if you are planning a webinar, it is advisable to set up a webinar program in Marketo using the Event Program type and organize all relevant activities for this event (such as sending invitations, registration form process, reminder emails, etc.) as separate smart campaigns within the same Program. E

Hi All! I have read through the community and haven't found a solution to my problem so I'm hoping someone can help.   I need to reformat a date token so it displays like this in the email: MM DD, YYYY   Here is the token: {{company.Expire Date (mkto)}}   I have tried a few solutions I found in the community but none of them displayed properly for me. I also am not seeing the field 'company.Expire Date (mkto)' pop up in the "tree" so I can't check it off/select it.    I was wondering if I am having trouble because this is a SFDC custom field?   If anyone can help, please chime in. Also, if I need to provide any additional information, I'm happy to!  

I want to integrate the Microsoft Dynamic CRM with Marketo for new business vertical however the current Marketo account is already sync with Salesforce CRM. is there any workaround to sync two CRM with Marketo account i.e. via custom API method? have anyone done this before and what are the key points to be consider before starting this custom integration between Microsoft Dynamic CRM and Marketo

I am trying to add a standard Campaign field, Campaign Type, as an Add Constraint to either an SFDC Trigger, ex "Added to SFDC Campaign" or an SFDC filter, ex. "Member of SFDC Campaign", but I don't know what makes a Campaign field eligible to be a constraint. Ultimately, I would like to filter out Campaigns of a specific Campaign Type (Standard SFDC Campaign object field) Please advise.  Thanks so much. 

Hi there,I am trying to fetch the opportunity owner from opportunities tied to a person record in Marketo Database. I am trying to use Velocity but it is not working for me. Can someone let me know what am I doing wrong? #set( $opportunity = $lead.Opportunity ) #if( $opportunity && $opportunity.OpportunityOwnerName && $opportunity.OpportunityOwnerName != "") Opportunity Owner Name: $opportunity.OpportunityOwnerName #else Opportunity Owner Name: Not available #end