Adobe Marketo Engage Knowledge Base

  Note: This document applies to the Marketo Secured Domains for Tracking Links product only.   Every link you include in your Marketo emails will have tracking code automatically appended when sent. For those in highly regulated industries, your company may require that you securely encrypt the Marketo tracking links. Remember that Marketo takes the URLs you place inside of emails and shortens them using the "Branded Tracking Link" domain (this is another CNAME you set up in Marketo under Admin--> Email). These tracking links are how Marketo enables you to track engagement with your emails.   Setting Up Secured Domains for Tracking Links instructions - Setting Up Secured Domains for Tracking Links   Do I need to secure my Tracking Links? If your company (likely IT) has implemented HSTS, you WILL need to secure your tracking links for your recipients' email->web page redirect to function correctly. Additional information on HSTS, including how to check if it

For those in highly regulated industries, your company may additionally require that you securely encrypt the Marketo tracking links embedded in Marketo emails. Remember that Marketo takes the URLs you place inside of emails and shortens them using the "Branded Tracking Link" domain (this is another CNAME you set up in Marketo under Admin--> Email). These tracking links are how Marketo enables you to track engagement with your emails.Overview & FAQ - Overview & FAQ: Secured Domains for Tracking Links What's ChangingMarketo has discontinued the Secured Page Services: SSL for Tracking Links service and its manual certificate renewal process. This is being replaced with the Marketo Secured Domains for Tracking Links product which provides all needed certificates and manages renewals automatically.Action RequiredTo secure your email tracking links, contact your Marketo Customer Success Manager to add the Secured Domains for Tracking Links product to your subscription.Once you’ve

  NOTE -  Only authorized support contacts from your organization can submit support cases. To tell if you are an authorized support contact or not, access the Support Tab and select Create Case.  If you are not an authorized contact, you will receive the below screen.  Please contact your Support Admin to be added to the Support Entitlement.       1. Go to Support.     2.  Click My Case Management       3. Click on +Create A Case       4. Enter a Subject to see suggested articles on the problem. Select an article to open a new tab. Select the + if you would like to see the full subject of the article first.       6. Didn't find the help you needed? Enter your information into the required fields. Click Submit.     Great! You've submitted a case. A support rep will reach out to you shortly.

Issue Marketo program Members are taking a long time to get updated in SFDC Campaigns.   Solution The Marketo Program to Campaign sync is not real time and will take time to update. The feature is dependent on the Marketo to SFDC background bi-directional sync. Marketo will generally sync SFDC and Marketo objects in the following order: Lead Account Contact User Task Opportunity Opportunity Contact Role Campaign Campaign Member Campaign Member Status As per the order, Campaign related objects are towards the bottom of the list. This means that all objects above it are synced first, and if there are any backlogs on those objects, the Campaign objects can queue up and cause delays.      

These directions show you how to create a profile with access to Sales Insight while removing access for your other profiles.  These instructions assume you've already installed the Sales Insight AppExchange package.   Create a new profile If you have a dedicated profile for your Sales Insight users, you can skip this step.Otherwise, you should create a new one now.  Go to the Setup page and pick Administration Setup -> Manage Users -> Profiles in the menu.  Then click the New button at the top of the page:   Next, pick a profile to clone and give the new profile a name.  Click Save when you're done: Edit profile permissions Go back to your Profiles list.  For each profile, you'll need to edit it by clicking its Edit link: On the edit page, you'll need to change a few settings.  For profiles allowed access Sales Insight: In Custom App Settings check Marketo to make the Marketo app visibleIn Tab Settings, change the Marketo tabs

  Upon signing a contract with Marketo you are provisioned a Marketo instance and a Support Service. There are four different types of Support Services which are available to meet different customer support needs: Online (Legacy) Business or PREMIER SUPPORT BUSINESS (Legacy) Premier or PREMIER SUPPORT ENTERPRISE (Legacy) Elite or PREMIER SUPPORT ELITE Each Support Service has a different Service Level Target (SLT). An SLT is the amount of time Marketo Support targets to make first contact with you after a support case has been submitted. SLTs differ for each Support Service and priority level. Priority levels range from Priority P1 to Priority P4. Here are the SLTs and priority levels for each Support Service:   Priority Online (Legacy)Business PREMIERSUPPORTBUSINESS (Legacy)Premier PREMIERSUPPORTENTERPRISE (Legacy)Elite PREMIERSUPPORTELITE P1 1 hour 1 hour 1 hour 30 minutes 30 minutes 30 minutes 15 minutes P2 4 hours

Issue Several types of fields in Marketo have requirements for the type of data that can be stored, as well as the limit to how much data can be contained in that field type. The Custom Field Type Glossary can tell you what fields are available, and this article will show you details on the type and maximum limits for those fields.    Field Types & Limits Boolean Can only be set to “true” or “false” (stored in the database as 1 or 0).   Currency Maximum value of 9223370000000000000.  Will be displayed with the currency set in your instance under Admin -> Location.   Date Must be formatted “MM/DD/YYYY”.   Datetime Must be formatted “MM/DD/YYYY HH:MM:SS”.   Email Must be a properly formatted email (user@example.com).   Float Can include decimals up to the hundredths place.  The value will round to the nearest hundredth (eg. 99.999 rounds to 100, 99.985 rounds to 99.99).  Maximum value of 10000000000.   Formula See

Marketo calls to the Salesforce API During a single sync session, Marketo makes 25 API calls to check if your Salesforce objects need updating.  Because your Salesforce sync happens in 5 minute intervals (default setting), each day Marketo makes 7200 API calls to your account to see if any updates are needed. If there are updates, more API calls are used to sync the information.  Leads, Contacts, Accounts, Opportunities, Campaigns, and Activities are synced in batches of 200 per API call. If you use a Sync Lead to SFDC or Add to Campaign flow step in trigger campaigns, each one uses at least one API call per lead; the API call happens when the lead hits that flow step (instead of waiting for the next sync). Batch campaigns can send up to 200 leads to Salesforce with 1 API call for these flow steps. Any activities you've synced from Marketo to Salesforce (like "Filled Out Form" or "Opened Email") use an extra API call per event. You can use these to estimate the number o

Issue You or your customer have a global block on emails sent from servers with the domain "mktomail.com." You would like to keep the global block but allow email from your own Marketo instance to pass through.   Solution The return-path (or envelope_from) in the header of most Marketo emails includes the domain "mktomail.com." Some email servers may have a global block on this domain which prevents delivery of your Marketo emails. There are two options for bypassing this global block. Contact your account manager to see about added the Branded Envelope_From feature to your instance. This will replace the "mktomail.com" domain with a domain of your choice. Have the email admin add a Regex version of your return-path/envelope_from to the Allow List.  Which Regex you use will depend on which datacenter houses your instance. To determine the datacenter, look at the URL for your Marketo instance and see which letters come after the "https://app-". "SJ" is for San Jose, "AB"

  Yes. There is a daily/weekly Recommended Assets email report that can be configured to be sent to users. Recommended Assets Report This email report includes all the pieces of content and count of clicks on the Content Recommendation Bar. To customize which automated email report the user receives, see: Email Reports - Marketo Docs - Marketo User Manual .  

IssueYou have the Munchkin tracking code on your non-Marketo web page but visits to the page are not being tracked.     SolutionIf you have customized the Munchkin tracking code, it may not work.  Marketo only supports the Munchkin code as it is provided in your instance.  If you need to alter the code, you would need to work with your web developer to determine why the customized code is not working. To find the supported Munchkin tracking code: Go to Admin > Munchkin. Select the version of Munchkin you intend to use. Place the Munchkin code on your page as outlined in our document on adding Munchkin tracking to your site.  

  Syntax Recommendations Common Look Up mechanismsCommon Modifiers Too Many MechanismsCharacter String Too LongNull Records in the SPF RecordRepetitive Records in the SPF Record - Void LookupsValidation Tools Syntax Recommendations Common Look Up mechanisms a: mx: include: ip4: ip6: exists: ptr: all Common Modifiers redirect= exp=   An A Record must ALWAYS contain IP address (map host to IP)CNAME (Alias) must contain hostnames. No IPs hereNS an MX records must contain host names. No IPs allowed.MX records (for mail servers)  should contain hostnames NOT IPs. Too Many Mechanisms Section 10.1, "Processing Limits" of the SPF RFC 4408 specifies the following in regards to DNS lookups: SPF implementations MUST limit the number of mechanisms and modifiers that do DNS lookups to at most 10 per SPF check, including any lookups caused by the use of the "include" mechanism or the "redirect" modifier.  If this number is exceeded during a check, a Perm

No, unfortunately we are unable to tell you what the spam trap address is. We don’t even know it ourselves! Spam trap addresses are proprietary to the blacklists that own them. Anti-spam professionals use spam trap addresses to track unsolicited emails. If a spam trap is known by the offending sender, the sender could simply remove the spam trap address from their lists and never actually address the data problem that caused that spam trap address to be included in their lists to begin with. Instead of asking what the spam trap address is, try to identify the source of the trap address and eliminate bad data sources from your mailing lists. You should be able to identify the email campaign that caused the blacklist issue, so you should start with those lists. To narrow it down and identify the problematic data source, you should consider the following: Have you recently added any new leads or new lead sources? What is the source of these leads? Any purchased or appended email addres

  IssueUser Receives Communication Failure Error / bandaid when creating a new Email from a custom Template due to unapproved snippet.ResolutionEmail templates can contain code to reference a snippet by ID: <div class="mktoSnippet" id="FooterText" mktoName="Footer Text" mktoDefaultSnippetId="3"></div>If the snippet is not approved then a new email asset cannot be created, and instead a bandaid error occurs.   The snippet should be approved first before the template is used.   If the ID of the snippet in the HTML is 3 and the pod sj27, the URL to the asset would be Login | Marketo  

Marketo campaign queues work like a mall parking lot.  We accommodate average and even above average loads.  But if it's Christmas, you may have to wait a while for a spot.   The campaign execution queue When a flow is launched, Marketo assigns it a priority then queues it for execution.  This priority is based on how the campaign was launched (batch, trigger, resume from Wait) and what's in the flow: Priority levelPriority criteriaHigh Send email (triggered)Send alert Medium Request CampaignInteresting MomentCreate TaskConvert / Delete LeadAdd to / Remove from ListChange Sales Owner / Progression Status / Revenue Stage / Field in Program Change Member of / Add to / Remove fromSync to SFDCChange Status in SFDC Campaign Low Change data valueChange scoreWait steps with a wait time > 5 minutesWeb hooks Marketo then executes campaigns based on priorities.  High priority campaigns run first in the order they were added to the queue.&nb

SummaryMarketo-only records must be manually synced, become a member of a default-program, encounter a Salesforce flow step in order to sync with Salesforce. IssueRecords are in the Marketo database but are not syncing over to Salesforce automatically like I thought they would. SolutionThe sync between Marketo and Salesforce is bi-directional. However, in order for a record to be synced, one of the following conditions must be met: The record becomes a member of a program which is synced to a Salesforce campaign. This occurs when the background sync is used to keep members of a Salesforce campaign in sync with a Marketo Program status. This can easily be verified by navigating to the program and looking at the summary view. More information on this feature can be found here: https://docs.marketo.com/display/public/DOCS/Sync+an+SFDC+Campaign+with+a+Programhttps://docs.marketo.com/display/public/DOCS/SFDC+Sync%3A+Campaign+Sync The record encounters an SFDC flow step. Any time a recor

IssueWhen you navigate to Admin>Munchkin, you see option to select Workspace. Why is that?  SolutionPeople generally use workspsce either because of their companies geographical location or Business Unit. In each case, the separation is because the marketing assets are completely different.  With that said, If you're using Workspaces in your Marketo account, you probably also have separate web presences that correspond to your workspaces. In that case, you can use the Munchkin tracking Javascript to assign your anonymous people to the correct workspace and partition. This is used to differentiate appropriate leads within workspace with the help of appropriate tracking.  If you don't use the special workspace Munchkin code, the people will be assigned to the default partition that was created when your account was set up. It's named "Default" initially, but you might have changed that in your own Marketo account. You can only use one Munchkin tracking script for

Included in this article   OverviewSync Filters for Existing SFDC IntegrationsSync Filters for New SFDC Integrations Overview It is often necessary to prevent specific leads from syncing between Marketo and SFDC. There are a few different ways this can be done, such as sharing rules on the SFDC side, but the most effective way is through a Marketo Custom Sync Filter.   A Custom Sync Filter uses a custom field to mark each lead record to indicate whether that lead is allowed to sync between Marketo and SFDC. Here’s how to get it set up!     Sync Filters for Existing SFDC Integrations   If you already have an SFDC integration in place but want to stop some already-synced leads from continuing to sync, this section will show you how to make that change.   1. Create a new custom field in Salesforce. The Marketo bi-directional sync will automatically identify the new custom field and map it between Marketo and Salesforce. The best field type to

Issue:   You create Marketo campaigns but they are not showing up in Sales Insight in Salesforce. The steps below illustrates all the steps that are required to make these campaigns show in Sales Insight.     Resolution:   1. Make sure the trigger campaign in Marketo that you want to access through Sales Insight is using the "Campaign is Requested" trigger with a source of "Sales Insight" This is a article attached image   2. Activate the campaign you created in Step 1 above from the "Schedule" tab of your campaign. This is very important. If the campaign not activated, it will never show up in Sales Insight.  

An email being filtered to a quarantine or bulk mail folder happens after the recipient mail server has accepted message.  Once an email has been accepted by a mail server, it is impossible to tell where it went or what happened to it.  Note that this is true of any mail sent by any system on the Internet.   Every mail server has configurable filters that determine how received mail will be handled.  The mail server administrator should be able to adjust those filters to ensure delivery of emails based on their business standards, or there may even be end-user-configurable controls that can accomplish the same thing.   If test mailings you are sending to yourself or your colleagues are being filtered to a quarantine or bulk mail folder, you should consider asking your email administrator to whitelist Marketo’s IP ranges.  They can be found here.   You can also improve your deliverability in general by setting up SPF and DKIM records, and b

What is HSTS? The HTTP Strict-Transport-Security response header (often abbreviated as HSTS) lets a web site tell browsers that it should only be accessed using HTTPS, instead of using HTTP.  This prevents man-in-the-middle attacks by telling the browser it should never interact with their domain without first establishing a secure HTTPS connection.   What does this mean for Marketo assets? A domain can assert the HSTS policy for all of it's subdomains.  This means both the subdomains used for Marketo landing pages and the subdomains for Marketo tracking links must also be secured with SSL certificates.  If HSTS is asserted and the Marketo subdomains are not secured, people that visit landing pages or click on tracked links in emails will receive security errors and browsers will not load the pages.   This is resolved by purchasing both Secured Domains for Landing Pages and Secured Domains for Tracking Links.  There are very few exceptions where a d

The fields and records that will sync from Salesforce are defined by the permissions of the Marketo sync user. Therefore, if you want to prevent specific records or fields from syncing with Marketo, change the permissions of the sync user so they do not have access to the records and fields you do want to sync.Alternatively, you can work with Marketo Support to set up a Custom Sync Filter that will prevent records from syncing based on the value in a specified field.Restricting Leads from Syncing to SFDC With Sync Filters 

Our sync employs a field level conflict resolution mechanism. For a particular record, if field X is updated in Microsoft Dynamics CRM and field Y is updated in Marketo, then we will update Marketo with the new value for field X and Microsoft Dynamics CRM with the new value for field Y.  In the case where the same field is updated on both systems for a particular record with a short period of time, we will choose the Marketo value as the winner for Leads and the Microsoft Dynamics CRM value as the winner for Contacts.

We have enhanced the behavior of the unsubscribe functionality to make it “durable”.  We have added a master email status, which is separate from the unsubscribe flag visible on the lead detail record.   If the unsubscribe flag is set from false to true, the master email status is updated, and the change is propagated to other leads with the same email address. Update the Unsubscribe flag from True to False (e.g. Re-subscribe a lead) When a lead is imported, the unsubscribe flag WILL NOT be overwritten by the import. Here are the ways a lead can be re-subscribed: 1.   In SFDC, uncheck the Email Opt Out field.  This WILL sync to Marketo. 2.   Manually update the lead detail record by un-checking the unsubscribe flag 3.   Run a Change Data Value Flow Action on one or many leads a.  Select the attribute “unsubscribe” and set the value to False 4.   Update an existing lead via SOAP API 5.   Form Field – se

The Named Accounts (or Account Based Marketing) module is sold separately. If you did purchase this module follow these instructions to create a new Named Account list. Common issues when uploading a new list: 1. Total number of records exceededRoot cause:  Each account is eligible for up to 10,000 named account records. Contact your account manager to purchased an additional package of records or remove old lists. 2. Your account is not enabled for uploading Named Account Lists. Contact your account manager for more details Root cause: You didn't purchase the Named Accounts module or your account is misconfigured and this module is disabled - contact support.