Adobe Marketo Engage

Last updated: June 2nd, 2024   Join Marketo Engage Champion alumnus, Jessica Kao (@Jessica Kao), as she teaches you how to build effective Channels and easily customize them for your business.   Note: This session does not reflect the current Marketo Engage interface. Please cross-check the product documentation "Creating a Program Channel" when seeing an interface different from the actual product.    Still have questions? Let us know below in the comments so we can help you out!

Hi all,    I'm trying to build a smart campaign to alert our Customer Success team when the person score experiences a change of either 20 or more OR -20 or less in a period of a week. Is the setup below correct or does the 'Change' constraint only considers score changes of 20 exactly? If the latter, how would I accomplish my goal with this campaign? Thanks!! 🙂   

Hi Marketo Community,We are trying to figure out a way of reporting on positive changes in lead score - essentially a list of leads whose score has increased over a given time period, for example the last month. We're not interested in specific Previous or New values, but just any leads that have increased by say, at least 20 points in the last month.I'm aware there's the possibility of using the  "Score was Changed" or "Data Value was Changed" - but these only allow you to specify a change value of "is" or "is not" rather than "at least" or "more than" etc (and I've voted up on every suggestion of implementing this functionality that I've found in the community!). So I guess my question is, are there any workarounds that people have found for this that we've overlooked?Thanks,Cassie

Hello,I'm in the process of finalizing the integration of our Microsoft Dynamics CRM & Marketo and I have run into a bit of a hang-up. With our current system, when we send emails to our students, they are displayed as activities in Dynamics. We have trained our 1,200 reps to look for those activities and to rely on them as a way of knowing what communications their students have received. Now that we are transitioning those emails into Marketo, we don't, from what I can see, have any way of allowing those reps to see what emails their students are receiving in CRM. We are hoping to make the transition with minimal to no further IT involvement (they own Dynamics) and we also do not plan on rolling out sales insights for a few months (The logistics of training 1,200 people on new software will be difficult).  Is there any way to natively or simply write activities or even interesting moments back from Marketo into Dynamics? I know it's possible with scribe, but the development time

Hi all, I'm trying to build a smart campaign to alert our sales team when the person's score experiences a change of 50 or more in a time period of 6 months. I have made many smart campaigns and tests and none works for me 1. This one only affects people whose score is exactly +49 so if a person's score is +50, +51 etc, it won't work... 2. The problem with this is that works for new leads in the first 6 months, but if a person has a score of 100 and increases to 103, It will be affected because New value is greater than 49The action happened in past 6 monthsIt is the same for trigger campaigns so I don't know what to do, I would appreciate it if someone has a good idea or had handled this problem before!

Tracking the activity of your leads is vital so that you know when they are ready to talk to your sales team. This blog post will show you how we can score the different activities we have in Marketo and add these scores together over a certain time period to gauge a person’s level of intent.   This blog post accompanies the “Lead Scoring for Activity” section from the Lead Scoring Bible blog post. Before diving into the Marketo implementation steps below, first, check out the “Lead Scoring for Activity” section to see what the output of the model looks like, what activities are used in the model, and how these activities will be scored.         Activity Smart Lists   Once you have decided on the number of points each activity should get in your Google Sheet it is then time to go into Marketo and start building smart lists to see the leads who have done each of these activities over the time period we are interested in e.g. 7 days

Scoring leads is a fundamental part of building a marketing qualification mechanism in Marketo. This blog post will show you how to score the values a person has for different demographic and firmographic fields to yield a single output score that you can use for your marketing qualification mechanism.   This blog post accompanies the “Demo & Firmo Lead Scoring Model 2” section from the Lead Scoring Bible blog post. Before diving into the implementation steps below, first, check out the “Demo & Firmo Lead Scoring Model 2” section to see what the output of the model looks like, what fields are used in the model, and how these fields are used in scoring logic.         Triggering the Scoring Workflow   The scoring workflow is kicked off by 4 things in the “Master” campaign: When a person is created When they have been enriched by Clearbit When any of the fields we score on changes When we request this campaign e.g. when we are doing s

Defining your ideal customer profile is the first step when it comes to building a marketing qualification or sales handoff mechanism. Once you have this model defined this blog post will show you how to translate customer profiles into corresponding Marketo fields and build smart campaigns that assess newly created leads to see how good a fit they are for your company.   This blog post accompanies the “Demo & Firmo Lead Scoring Model 1” section from the Lead Scoring Bible blog post. Before diving into the Marketo implementation steps below, first, check out the “Demo & Firmo Lead Scoring Model 1” section to see what the output of the model looks like, what fields are used in the model, and how these fields are used in scoring logic.         Triggering ICP Matching Workflow   I’m going to call the smart campaign that kicks everything off the “Master” campaign. It is triggered by 4 main things: When a person is created When they have bee

Once you reach a significant inbound lead volume your sales team will not have the time to reach out to every lead. This is why building a MQL mechanism is needed to flag and prioritize the leads that sales should reach out to. This blog post will show you how to build an MQL mechanism in Marketo to alert sales and provide them with the context about why a lead was deemed to be marketing qualified.   This blog post accompanies the “MQL Model Outline” section from the Lead Scoring Bible blog post. Before diving into the Marketo implementation steps below check out the “MQL Model Outline” section to see how to categorize your different MQL activities for leads of different quality.       Setting the MQL Source and Detail   As shown in the video at the top of this post, there will be a Marketo smart campaign responsible for triggering on each activity in the MQL Activities sheet and setting the MQL Source and MQL Source Detail fields appropria

If you are new to Marketo the prospect of building a lead scoring mechanism can be intimidating. There is alignment needed across the sales and marketing teams to define the model, which is never easy to get, involving a lot of meetings and communication, and then there is the implementation of the scoring mechanism in Marketo which can be equally challenging.   While getting alignment between the sales and marketing teams is not something I can help you with this post will give you some examples of lead scoring models for demographics and firmographics as well as lead scoring models for activity. I will then help you define a marketing qualification mechanism (MQL) that will use the outputs from our lead scoring models to determine whether someone should be handed off to sales.   Not only do I outline some great scoring model examples I also link to the blog posts and videos that will show you how to implement these models in Marketo.   I reference Clearbit a lot i

Curious to see if anyone else has run into this since the switch away from Marketo logins to Adobe ID.  Often, I'll login with my Adobe ID, successfully, but instead of going to Marketo it will return to the login screen. Then, after logging in a second time, it will go through. Doesn't happen every time, but more often than not. I'm using the Adobe Account Access app with the push notifications, but my other users are having the same issue with passwords.  This is at most mildly irritating rather than a critical failure, but I'm curious to see if anyone has experienced this and has found a fix or a workaround. 

Hey y'all,  My team is running into an issue with our SFDC and Marketo Sync / Database. We were recently over compliance and deleted a lumpsum of records, however the next morning we discovered that they have all re-uploaded. We want to be able to sync records that interact with our marketing content but delete records that we have been wanting to delete and not have them re-sync through our systems. Has anyone ran into something like this? Seems like a vicious cycle we are trying to get out of. 

We have been getting web services error notifications for some time now with the user being our BigMarker (webinar platform) integration user. The error is a 1003 error code and varies in the count of errors each time. We have asked both BigMarker and Marketo if they can provide further details on the errors so we could figure out what needs to be resolved, but neither has been able to provide further information.  Wondering if anyone else has seen this same issue in the past and has been able to resolve it somehow? 

Hi there,I have a Custom Object called 'Platform User' which sits off the Contact Object. This Custom Object contains a field which can either be switched on, Yes, or off, No. I see some examples where this data change seems to sync into Marketo, but some times when it doesn't.Does the change to the Custom Object field have to trigger a change to the Modified Date on the Contact Object, or does that not make any difference? I would welcome some documentation on how these Custom Objects actually work. I can see an entry in the Person Activity Log when a connection is made between the Contact record and the Platform User record, and looking at the detail of the Activity Log entry is where Marketo tell me to see the Custom Object fields data. However, they also say that after the initial sync, any changes made to these fields will NOT be visible to me in Marketo, but WILL be stored somewhere, such that Smart Lists will pull the latest data field values correctly...however, until I know ca

Having an issue with CTA button alignment in the Outlook client for Windows. The alignment always gets pushed left no matter what we input in the template before sending it out. Any idea what would be causing this? Below is the code for one of our CTA buttons. I have also attached 2 pictures with how it previews in Marketo vs how it shows in Outlook.<tr class="mktoModule" id="orangeCTAModule" mktoname="Orange CTA Module" mktoaddbydefault="true" style="border-collapse:collapse !important;"> <td style="-webkit-text-size-adjust: 100%;-ms-text-size-adjust: 100%;mso-table-lspace: 0pt;mso-table-rspace: 0pt;word-break: break-word;-webkit-hyphens: none;-moz-hyphens: none;hyphens: none;border-collapse: collapse;background-color:#F5F5F5;" bgcolor="#F5F5F5" valign="top"> <table style="-webkit-text-size-adjust: 100%; -ms-text-size-adjust: 100%; mso-table-lspace: 0pt; mso-table-rspace: 0pt

We are considering Litmus as a replacement for our current Inbox Preview tool Email On Acid because they have some additional features like Email Guardian, Proofing, Personalization Tools, and additional Analytics. We have been told by our Litmus Sales Rep that the additional analytics feed back to the lead record in Marketo:Email ClientDark ModeRead, Skim, GlanceSuspected Apple MPP opensI found the developer doc for adding the Litmus code to an email, but I can't find any documentation on reporting and where the data can be found in Marketo. Does anybody use the Litmus integration with Marketo? Know that the data does map back to the lead record somewhere in Marketo? I'd appreciate any help I can get.

What would cause the UTM string to be re-arranged when hitting a webpage?In MKTO our utm string looks like this when added to emails: ?utm_source=mkto&utm_medium=Email&utm_campaign=XXX But when clicking through the link (in some cases) it shows up like this on the webpage: ?utm_medium=Email&utm_campaign=XXX&utm_source=mktoAnyone have any idea what might be causing this? I am just curious. We've recently changed web platforms and since then have encountered that issue with some pages but not all of them.PS. I realize this is not really a MKTO question but it is somewhat related so I hope someone will still answer 🙂

We want a dynamic chat dialogue to load only when visitors visit a certain page on our website. e.g. /thank-you - this works fine by specifying this page as the only target URL in the list of target URLs in the dialogue settings.However, once visitors navigate away from that page, the chat dialogue icon remains for the rest of their session, even if they minimise it and move to pages which are not in our list of target URLs.This creates potential conflict with a chatbot we have on other pages of our site for a different purpose. Is there anyway to make the dialogue disappear completely once they navigate away from the target page?

Hello, My company has recently integrated Marketo and Survey Monkey - I have experience with Marketo but not Survey Monkey. Is it possible to generate and send (via Marketo) unique survey links as a way to track who completed a survey and their responses? Or, is there another method used to track who completed a survey and their responses? Additionally, any best practices for a novice when it comes to optimizing data using the Survey Monkey Marketo integration is welcome. For example, removing redundant questions like asking for an email address or name because all contacts exist in the CRM. Thank you,

We are making updates to the Marketo Engage permissions structure to offer more granular access control to your users. During these updates we will be introducing new permissions and redefining some existing permissions. While we are aiming to be as minimally disruptive as possible, these updates may require your business to update existing users and roles to avoid interruptions of tasks in some circumstances.   Need the TL;DR? Here's the short version: We will be introducing and enforcing new permissions for creating Lists/Smart Lists, Report assets, and exporting Smart Campaign results on May 21, 2024. These permissions will be automatically given to any user that can already take these actions today. Admins can later update their permissions structures to granularly assign them to or remove them from roles. We will be enforcing the need for create or edit permissions on an asset to move that asset (e.g. Create Email is needed to move an Email) on June 7, 2024.   Througho

Hi team,   I am not able to type the textfield in Android phone by using Marketo form. And i have used the below code. <script> $( window ).resize(function() { if ($(window).width() < 991) {$('#moveForm').appendTo('.form-resp-bot-element');} if ($(window).width() > 991) {$('#moveForm').appendTo('.form-resp-bot-element');} }); </script>   because of this it's causing the issue. If i removed this code it's working fine. Please help on this.

I'm trying to leverage the Create task flow step to create a bunch of taks in SFDC.These tasks will be created for various SFDC leads and contacts.The subject of the tasks will be same but the comments are different. Owner is different. Is there a way to achieve this via a single smart campaign in Marketo?Thank you

Hi All, I was wondering what other people have done with existing data being pulled down from Dynamics (CRM) into Marketo for their acquisition source. This is a brand new instance and the acquisition source is not tracked in the CRM. If that person eventually goes through an acquisition path and their field being empty may update to that activity which wouldn't reflect the truth since its existing data.