Marketo

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

Is AI coming for my job? Lets face it, that question hangs in the air. In the world of Marketing Operations (MOps) – where we orchestrate the complex symphony of marketing technology and process – the rise of AI feels particularly potent. It promises automation, efficiency, and insights at a scale that seems almost... threatening. The narrative often paints AI as the disruptor poised to dismantle roles built on process and precision.   But hold on. Lets deconstruct that fear. Is AI really an extinction level event, or is it the ultimate leverage point? NYU Professor Scott Galloway breaks it down succinctly, with his characteristic bluntness: “AI wont take your job. Someone using AI will.” This shifts the frame entirely. It’s not about being replaced by a machine, it’s about being outpaced by someone who masters the new tools. The challenge isn't the technology itself, but how we adapt to it.   For Marketo professionals, adept at navigating sophisticated campaigns and wo

Hi all  I am desperate to find a way to automatically send our registration list to sales once our trigger updates the contacts' status to 'no show' and 'attended'.  I already have smart list subscriptions set up on a daily basis, so sales can see who signed up the previous day before.  However, I would like to be able to send the full Excel registration list as soon as the webinar has taken place. Is there any way? PLEASE HELP 🙂

Hello, I noticed several discrepancies when replicating the same reports between Classic Revenue Explorer  and Power BI Advanced Analytics when analytics Emails Open, Sent etc... For most campaign the discrepancy is relatively small +/- 2 over thousands of emails sent but for one campaign i have more, like 35 Delivered Emails on Classic Revenue Explorer and in Marketo Email Performance whilst i have 40 in Power BI Advanced Analytics. What could be the reason? I have used the same filtering on both Classic Revenue Explorer  and  Power BI Advanced Analytics (month of May and excluding internal emails) Thanks in advanced for your insights!Vincent

We have recently launched DC and so far, so good. But one thing we can't figure out is how to capture url parameters when a new or existing contact interacts with the dialogue. It's easy using a Marketo form, but I don't see that ability in DC.  This is important for reporting against campaigns, particularly when paid ads are driving traffic.  Thank you. 

Hi, thanks for your help in advance! I am trying to set a form that will prepopulate the country dialling code before the 'Telephone' field based on the country selected previously.I would really appreciate your advice on how to set this. Is there any solution within Marketo (not involving 3rd parties) and if not, do you have any recommendations? Thanks again!

We use a tool called Drift to filter automated replies such as out of offices and spam before they hit our sales teams as we use their email addresses in the from and reply to aliases. However, we are reviewing our marcomm stack and would be interested in finding some alternatives to drift if anyone knows of any? Or know of a tool/platform that would achieve what is described above.

Here are the instructions to send a Birthday Message.  In this example, I am using the Date of Birth field which is automatically created when a new Marketo instance is created. It is automatically mapped to the SFDC Contact Birthdate field when Marketo is integrated with SFDC.  The field type is “date.”     You have to set up two smart campaigns since the lead token, {{lead.Date of Birth}}, can only be used in a trigger campaign.     Step 1. Create a trigger campaign with campaign is requested in the Smart List     Step 2.  Configure Wait Step in the Flow Add token {{lead.Date of Birth}}. Remember a token can only be used in a trigger campaign. Remember to click "Use next anniversary date" Set time for when you want the wait step to end. This will be the time the email will be sent out.     Step 3. Add Send Email to Flow   Step 4. Activate   Step 5. Next create a batch campaign with a request campaign in the fl

Hi Marketo Community, We’re looking to optimize a custom object-triggered campaign setup in Marketo and need help solving a specific challenge: Use Case: We have 7 categories, and for each there are: 1 field for “All” subscription (e.g., All_News) 1 field for Sectors (e.g., News_Sectors) 1 field for Locations (e.g., News_Locations) Users can subscribe to: All News from a category (All_News = News) Specific Sectors (News_Sectors) Specific Locations (News_Locations) Each category has a corresponding custom object (CO) like News_CO. When content is updated in AEM, we push that data into a custom object that includes: Page Title Page URL Category Associated sectors and locations Date and time content got updated We have 483 trigger campaigns, one per category-sector or category-location combination. What We Want to Achieve: ✅ If a user subscribes to multiple matching sectors/locations, they should receive only one email — not duplicates from each ca

Hello,  I am migrating our email preference center over to a Marketo form and landing page. I am going to use Boolean fields with form prefill enabled.  Is there a way to preview the form as different users to test the prefill function and make sure it is behaving properly? Similar to the way you can test tokens on an email as different users. I tried previewing the landing page using the View as Person option, but it had no impact on the form. I just want to be able to verify that the form works the way it should before unleashing it on the wider world. 

We are counting a specific website click (to our Internal website Blog page) as Content Downloaded for an email. For some reason this campaign is marking them as Content Downloaded then Clicked. Is there a way (order of operations type set up) to stop someone from going back to clicked since Content Downloaded is our success status?