Adobe Marketo Engage

Welcome back to the Marketo Community Lens - June Edition! In this series, we highlight the most impactful and exciting announcements that will improve your capabilities as a best-in-class marketer. This edition highlights some resourceful updates including an AMA on Advanced BI Analytics, a feature which launched on June 1st, 2025, an announcement on using AI-driven Predictive Audiences to revolutionize targeting, and a Self-Service Flow Steps blog for unlocking limitless integrations. Plus, Adobe's September security upgrade and Dynamic Chat's smart routing are reshaping how we automate. Don't miss these game-changing updates - dive into the full newsletter now!   Highlights   Business Practitioner Exam Guide: Transform your Marketo knowledge into certified expertise with comprehensive guidance for both Professional and Expert practitioner exams. The 110-minute Expert exam contains 50 questions requiring 32 correct answers, covering advanced campaign logic, database manage

Hi, How to track conversions i.e form fills from specific emails without using UTM parameters? I am looking towards creating a single report/smart list/trigger that could track all form fills coming from specific engagement programs/email programs? Appreciate the help. Thanks!  

Hi, I am calling the payloads via webhook to post data from marketo to our internal server. I tried using webhook but when using field token inside webhook payload and run that webhook it is giving error 500 says json is not correct. can you please check the screenshot and error and help me what i am missing here? 

Hello Community, I am working on uploading files from marketo form, for this purpose i used uploadcare but wanted to know is there any way through api integration were we can upload directly to Google drive. Thank you 

I created an email in the new designer, but would like to have it as an email template. Is there a way to accomplish this?

Hi,   We currently have a Marketo and Zoom integration via launchpoint. But because Zoom does not allow you to organise two webinars at the same time we want to integrate a second Zoom account with Marketo via a launchpoint. It did not work and we found this on the Zoom FAQ pages:    'Important: Only 1 Zoom Launchpoint should be created and used for a Zoom account. Creating additional Zoom Launchpoint services will invalidate previous Zoom Launchpoint services and cause associated programs to not work properly with the integration.'   Has anyone else got experience with this? And if so - how did you integrate two Zoom account into one Marketo instance.   Many thanks, Greg

For those of us in marketing operations who are wired to crave efficiency, governance and time-saving techniques, Marketo Engage tokens have always been a critical part of our process. Until recently, tokens could be created at a local (program) level or at the folder level within Marketing Activities. Fast forward to today, in addition to still having your tried-and-true local tokens, you now have the ability to create instance-wide tokens that can be applied across any program or folder!  You can add and edit global tokens by going to the Admin tab, navigating to the left-hand side navigation tree and clicking My Tokens. Here you can drag, drop and edit token types, names and values to your liking. Note that you have to have admin permissions to access this.  These tokens will now be available to use in any program when navigating to the program itself and clicking on the My Tokens tab.             &

Hello Marketo Community,We are looking at designing a custom backup framework for our Marketo instance, specifically focused on campaigns, flow steps, triggers, filters, etc. (not data or assets). We were looking at maybe using the Marketo REST API to regularly automate and extract campaign metadata and have the following questions: Has anyone else implemented something similar?Did you go with custom scripts or something hybrid?Any suggestions on structure?Were there any surprises with missing metadata, trigger logic not being accessible,  API limits or anything else we should be advised of?We are looking to make this as automated and modular as possible.Thanks in advance for feedback and examples if you don't mind sharing!E.D.

Hoping anyone can offer some insights. I'm trying to create a webhook that will insert an activity log entry on another instance. However I cannot even get the authentication token, the call times out. I'm wondering if the call between instances is possible at all or if I am setting up my webhook wrong. I've tried Get, and Post just to try it, but neither works. I can however setup webhooks to salesforce the same way and they work fine. Any help is appreciated.  

Shout out to Andy Schneider for letting me brainstorm with him!   It’s been a question many of my clients have had, particularly with the announcement of Customer Journey Analytics B2B at Adobe Summit this year: where do I use Marketo Measure vs. other B2B analytics tools?   It’s important to understand that attribution is a specific subset of analytics. Analytics, particularly journey-type analytics, focuses on analyzing overall business performance, customer behavior, and marketing campaign effectiveness, while revenue attribution – such as that provided by Marketo Measure - specifically focuses on measuring the impact of individual touchpoints and channels on lead and sales conversions within the B2B customer journey.   B2B journey analytics involves collecting, analyzing, and interpreting data about various aspects of a business, including customer behavior, sales performance, marketing campaign results, and overall business operations. Its goal is to gain insights i

As seasoned Marketo Engage users, we’ve built sophisticated lifecycle models, orchestrated complex nurture programs, and fine-tuned our segmentation strategies. But with the introduction of Adobe Journey Optimizer B2B (AJO B2B), many of us are asking: how does it compare—and more importantly, how does it complement what we already do in Marketo?   Marketo Engage: The “OG” and Proven Powerhouse Marketo Engage remains the gold standard for B2B marketing automation. Its strengths lie in: Lifecycle Management: Granular control over lead progression and scoring at a per-record level. Programmatic Flexibility: Supports nearly every B2B use case. CRM Integration: Deep native integrations with Salesforce and Microsoft Dynamics. Tokenization and Personalization: Scalable personalization across channels, deep persona- and activity-based personalization B2B: Journey Intelligence at the Account Level AJO B2B is a complementary layer built on Adobe Experience Platform (AEP). It introduces ca

Hi all, relatively new to Marketo so apologies if anything is unclear.I'm using tokens in the "From", "From Address", and "Reply To" fields to put in values from custom fields we've created for Account Managers' names and emails.As a result, the email with these tokens says it no longer uses the custom DKIM Signature, which, as I understand it, can affect deliverability(?)Does anyone know how to/if we can make it so that I am able to use the tokens without losing the custom DKIM signature?Any help is deeply appreciated. Cheers in advance 🙂

Hello! I created a report in Advanced BI Analytics and set up a report subscription the same way you do with RCA (through the Marketo analytics subscription tab). However, when I received the report, the attachment was a one page PDF of the report instead of an excel attachment. I'm guessing that this is because you can build multiple tables/charts within one report, and to export the data from a table, you have to click into the table, click the three dots, and click "Export data".  At the report level, the only export options are PDF and PPT. Is there any way to set up the subscription to send an excel file of all the tables in the report, or set up a subscription just for one table so it can send in excel format?  Thank you!

when i am trying to put multiple visulization based on filters in new bi report. when the data table is different , the data is not syceing based on filters but always gives overall number.  

AppFolio has seen immense success when using product usage data to onboard and nurture our customers. Using engagement programs and the template provided here for how to structure a product data-driven nurture, written by my incredibly talented colleague @shannonmacq, (LinkedIn) you'll be well on your way to seeing similar marketing successes with your own customers!    Building product-driven nurtures is one of the most powerful options we as marketers have to provide the most relevant onboarding materials, give our customers access to support, and help drive product adoption in one seamless experience. Below is a template for how to think through your first product nurture to create the most tailored experience for your customers.   Stream one:  Welcome Message   Stream One’s objective is to welcome your new customers and help familiarize them with the resources they’ll need for success. You can listen for customers who have just begun their onboarding journe

Hi Marketo Community, @shannonma6 and I presented at the February 2025 Marketo User Group on one of our favorite topics: email operations. From improving deliverability to surfacing meaningful metrics, Shannon created this blog to give a high-level summary of the strategies and best practices we covered during our session. Building and Protecting Your Sender Reputation Your sender reputation directly affects whether your emails land in the inbox. These are some of the foundational steps every team should be following: Authenticate your sending domain: SPF, DKIM, and DMARC are essential. BIMI can also enhance brand recognition. Warm up new IPs or domains: Start slowly, sending to your most engaged users first, and gradually increase volume. Maintain list hygiene: Remove invalid or inactive contacts regularly. Email validation tools are helpful for staying ahead. Stay consistent: Maintain a steady sending volume and cadence to avoid deliverability spikes. Avoid “no-reply” senders:

Hi all, I was wondering if it's possible to request from Marketo Support a Workspace copy from a Marketo Production instance into a new Marketo sandbox? Similar to the instance copy (as mentioned on this Marketo docs page) except for a single Workspace to be copied across rather than the entire production instance. This is because of a huge, long standing Marketo production instance, where we don't want the entire instance to be copied over, just one Workspace which houses the main operations is ideal to copy across. I'm aware of the Import Program feature, in this scenario the one Workspace we'd like to copy across has dozens of operational programs. So it would be very time consuming to go down this route.Anyone know if this is possible to request? Thanks.

We just launched a new site, but didn't change anything in Marketo. Now forms are duplicating and not submitting on our landing pages. Any insight as to why would be appreciated. Landing page: https://go.glia.com/02-2025-AMS-Webinar_Q2_Product_Update_Marketing-Activities---Test.html

Hello, We are currently doing A/B testing and are trying to determine if A/B emails are treated as 1 deployment or 2 in marketo?

Hi! Has anyone found another app to use in place of the marketo app to check in attendees at live events? Looking for alternative solutions that integrate with marketo and salesforce.  Thanks! 

Is there a significant limitation into the number of filters that can be applied to an attribute?  I'm only seeing two:Whereas in RCE, we were able to include up to 10 filters:Is it possible to use a syntax and place all of the filters in a single field - for example CONTAINS '2023-01' or '2023-02' or '2023-03'

Self Service flow steps (SSFS) are a powerful way to integrate with third party applications and to build custom workflows that can't be achieved in Marketo alone. This blog post will give you a Replit repository that you can clone to get started and it will walk you through the code in the repository so that you can make it your own and bring SSFS into your Marketo instance.   Ok so we all know what a SSFS looks like inside of Marketo but what happens when the SSFS is executed in a smart campaign flow and the data is sent outside of Marketo? There is a server set up to catch all this information, process it, and then send the information back to Marketo to update the lead record.   Don't be intimidated by the word "server", this is just somewhere we have hosted our SSFS code so that it is constantly listening out for information sent from Marketo, ready to process it and send it back. This hosted code for the SSFS can be referred to as a "service".   I have seen