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July 20, 2015

How Marketo Tracks Email Activity

  • July 20, 2015
  • 10 replies
  • 22343 views

Here are some details about how Marketo emails are sent and tracked.

Before sending your email

Marketo makes a couple of additions to your email before sending it:

  • Replace all the email tokens (ex. "{{First Name}}") with their database or default values
  • Wrap all links with Marketo tracking information
  • Add an invisible image to track opens

 

With those changes complete, Marketo will attempt to deliver your email to the recipient.

Email sends and deliver events

Once the email is sent from Marketo's servers, a Send Email event is added to the lead's activity log. If the mail was successfully delivered, Marketo logs an Email Delivered event.

Email bounces

Sometimes an email can't be delivered. Marketo will place these email bounces into two categories:

Soft bounce
Sometimes an email isn't deliverable immediately, but might be okay later - for example, if a recipient's mailbox is full. This is a soft bounce and is logged as an Email Bounced Soft event. Marketo attempts to deliver the message up to 3 times, trying each Mail Exchange (MX) server. With each attempt, the timeout value is increased.

Hard bounce
Sometimes an email cannot be delivered no matter what, for example. the email address is incorrect.  This is a hard bounce and is logged as an Email Bounced event.  Marketo sets the lead's Email Invalid field to true so that the lead will not be emailed again.  The Email Invalid Cause is populated with a reason returned by the mail server.

Email blocked

Emails may be blocked for a number of reasons, including, spam complaints, blacklisting, or because some aspect of the email content has triggered a spam filter.  When an email is blocked it is logged as an Email Hard Bounced event. Marketo sets the lead's Email Suspended flag for 24 hours during which they cannot receive email.

When an email is marked as spam

Sometimes leads will mark your emails as spam or junk mail.  When that happens, Marketo is notified of this event by the lead's email provider, and Marketo will automatically unsubscribe the lead from the emails by setting the Unsubscribed flag to true.

Email opens

When a recipient views an email, their email client retrieves the invisible image from Marketo's servers.  This triggers an Open Email event, no matter how long or short the view was.  An Open Email event also occurs when a lead clicks the "View as web page" link in an email.

Only one email open event is tracked regardless of the number of times a lead views the email.  This happens because email clients make the open event unreliable.  For example, a lead could open the email multiple times just by browsing through their inbox via the preview pane reading the entire message content without clicking/opening the actual email, or the lead's email browser may block images which prevents Marketo from tracking the open events.

Due to Marketo's distributed architecture, email open events may be delayed a couple of minutes between when the event occurs and when they appear in the lead's activity log.

Email link clicks

The links in an email are wrapped by Marketo with special tracking code.  When a recipient clicks on one of those links, the Marketo servers are informed about the click, and a Click Email event is logged to the recipient's activity log.

A person who clicks one of these links also gets cookied by Marketo; this makes them a known lead and causes subsequent web activity (on Munchkin-enabled pages) to appear in their activity log.

"View as Web Page" events

When the "View as web page" option is used for email, the views and clicks on those pages work just like views and clicks on the actual email in the lead's inbox.  For example, any click on a link on the email web page registers in the lead's activity log just like the lead clicked it in an email client.

 

 


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10 replies

July 20, 2015

Hi Ron,

Great post.  I have one question I would like you to clarify. And it is posted below.

When an email is marked as spam

Sometimes leads will mark your emails as spam or junk mail.  When that happens, Marketo is notified of this event by the lead's email provider, and Marketo will automatically unsubscribe the lead from the emails by setting the Unsubscribed flag to true.

This does not make sense to me.  Spam or Junk email codes are typically 400 soft bounces.  If the system is marking these emails as Unsubscribed automatically it artificially inflates your unsubscribe numbers and percentage. 

In addition, reporting will now mix emails that actually unsubscribed with emails the recipient's servers/computers/admin deem as spam. Could you clarify this for me?

I am looking forward to your response

Jamie-Carey
Level 4
July 27, 2015

I think what she is saying is that the lead is specifically marking your email as spam via their email clients interface versus when the receiving email server soft bounces your email (never getting to the individual lead's inbox) and the server provides the 400 code.

So if a lead marks your email as spam, then Marketo will unsubscribe them. If your email is soft bounced by the receiving email server, you just see a soft bounced message with the code. And the lead is not marked unsubscribed.

July 30, 2015

I could also use clarification on the "Opened" email designation. Another MKTO resource says Opened "Is logged when a recipient views an email with images NOT blocked".

This "How Marketo Tracks..." article, on the other hand, references blocked images (as well as the phenomenon of preview pane "opening" without viewing) but seems to suggest that the initial criteria is really the person viewing the email. Then discusses the other considerations in the context of why there wouldn't be multiple open email events tracked for a single recipient.

I would love explicit detail on when something is considered "Opened", or not. Which perhaps means I'm looking for a definition for "viewing", if that indeed is the criteria you're using.

Including answers to:

1. Does a person have to click a button to unlock images (if their email service is blocking images from downloading) for MKTO to consider the email "Opened"?

2. What about that Preview Pane reading issue raised above? Would that count as "Opened"? (I understand that this is cited as a reason for not tracking additional open events, but if this is the situation is it considered opened or not?)

Thanks!

Ulrike_Sachunsk
Level 1
August 27, 2015

Hi! Anne's question covers exactly what I would like to know, after having read Rauls post! Thanks in advance!

October 13, 2015

Is there a way to turn off this functionality or to reverse it out? (the Spam to DNE)

I've already had to make a process to reverse the Durable Unsubscribe feature when it flips them from DNE True to False.

This just seems to be one more thing that I've discovered recently that messes with our DNE flag.

Thank you

Katy_Olson
February 14, 2019

Hello! I have a question about this section:

"Email link clicks

The links in an email are wrapped by Marketo with special tracking code.  When a recipient clicks on one of those links, the Marketo servers are informed about the click, and a Click Email event is logged to the recipient's activity log.

A person who clicks one of these links also gets cookied by Marketo; this makes them a known lead and causes subsequent web activity (on Munchkin-enabled pages) to appear in their activity log."

What is the exact path taken when the link is followed? The link is clicked, does it next go through Marketo? And then reaches the final destination? Is there a 301 Redirect involved? Could this be clarified, please?

Thank you!

Katy

SanfordWhiteman
Level 10
February 14, 2019

A person who clicks one of these links also gets cookied by Marketo;

Note this is not actually true. Clicking the link does not set a Munchkin cookie. Only upon visiting the next page (the original target link), if it is Munchkin-enabled, is a cookie set. If the original link is a PDF, for example there will be no cookie set at all.

The link is clicked, does it next go through Marketo?

When you click a tracked link, you go first to the tracking server ("branding domain"). That constitutes the Clicked Email activity. Then you're JavaScript-redirected (not HTTP 301-redirected) to the original target with the mkt_tok associator param added to the original query string.  The Munchkin library (again, if it's running) creates the cookie locally and passes the mkt_tok to Marketo while logging the pageview.

Vlada_Prasolova
Level 5
January 13, 2020

i was recently told that tracking email opens via image is "old-school" and "last century" because a lot of people have turned off the images or are using clients that prevent this from loading. Does this mean these opens are not recorded in Marketo? or does marketo have a new way of counting email opens now?

SanfordWhiteman
Level 10
January 13, 2020

was recently told that tracking email opens via image is "old-school" and "last century"

People who say things like this without explicitly naming alternatives are just trying to sound cool. Disregard them (unless they're also selling software... then probably doubly disregard them ).

They of course have a point. Not about the blocking images part, because there are no more people blocking images today than there were 10 years ago (20 years ago, yes). People using "consumer" clients like Gmail don't block images by default. People using Outlook, or other privacy-/enterprise-focused apps do block images. But this isn't new.

Now, what is new is the wider use of privacy plug-ins to screen and block 1x1 images (assumed to be tracking pixels). However, there is no other way to track merely opening an email to read the content. Period. Tracking that action requires "phoning home" in some way -- that's why the person talking about "old-school" isn't saying anything useful. What Marketo could do is officially make the act of clicking an email create an Opened Email activity by implication (right now, this is only true in email reports, not in the Activity Log). This type of Open would have secondary data that indicates that it was a backfilled open, as opposed to a literal tracked open. Don't know if there's an Idea for this yet, I could look. But that's still not just looking at an email in your inbox.

Vlada_Prasolova
Level 5
January 14, 2020

Thank you, Sanford

Yes, you were100% right, turned our this person was just ranting and trying to sound more experienced than he is without having any particular information.