Marketo

We have a form on our website where people can download gated content.  On this form, they can also choose to opt in to our email list.  This is presented as a checkbox, and when it's checked, the person's opt-in field is set to true/yes.     But if the checkbox is unchecked, any existing data on the opt-in field is overwritten with a false/no value.  This means people who were already opted into our email list and submit the form with the checkbox unchecked are getting opted out.    We want to make it work so this field is not overwritten or modified in any way if the checkbox is unchecked.  Is that possible?  I actually thought Marketo forms were already supposed to work this way, but my testing is telling me otherwise.

Hello everyone, can you create a form template with custom CSS so that when you update the CSS of the template, the rest of the forms get updated too? OR is it the same w/t the LP and email assets - changes to the template don't over-write existing and approved assets?    Thanks in advance! 🤗

I like to distinguish Dynamic Content™ — when you literally right-click and choose Make Dynamic in the Marketo Editor UI — from “dynamic content” in the broader sense. The ™ version is just one type of dynamic content, though it’s the easier type to master. The other type, more powerful but admittedly much harder to learn, is Velocity-powered dynamic content. Velocity can combine segment membership (in one or more segmentations!) with additional logic to decide final output. You'd typically switch from WYSIWYG-based Dynamic Content™ to Velocity-based dynamic content when your business rules get suitably complex. But some features are incompatible with DC™, even though the content decisions are comparatively simple. Take, for example, a Subject Line AB Test. You can segment the Subject: by a single segmentation, in this case one based on the State field:   Trouble is, in the Subject Line AB Test context, you can only use static entries for

Hi all,    I work for a professional services company that deals with people across two common contexts: 1. They are customers or potential customers of my company; AND 2. They are interested in the newsletters we publish or events we put on   When we deal with them as [potential] customers, we use a work email address.  When they subscribe to newsletters or attend our events, they often use a personal email address to register. Some may even choose to register for a newsletter or event using a mixture or work email or personal email at different times. So Marketo will have two instances of that 'person', each with a different email address.    In our CRM (Salesforce), our goal is to have one record per person so we have a holistic view of their interactions with the company. Salesforce is synced with Marketo, and vice-versa.   Our CRM has many instance of two duplicate contacts attached to the same account, where one record has the work email, and on

Hey,   We're building a referral campaign, where a link can be shared from an email with the referral ID, being the Marketo ID. I have the referrer ID ({{lead.id}} from the url) pulling into one field, which is great, but I am having an issue with creating a report to show the referrer leads details off their Marketo ID. I'm not entirely sure if it would be possible to populate the referrers details once the Link ID has been pulled into the system, to then auto populate the details in three other fields (First Name, Last Name, Email).?

Hi all,   I’m wondering if it’s possible to make a an entire landing page a marketo form or make a PDF a marketo form?   For context: we currently have a visually appealing PDF with fillable-fields we send to clients/prospects to fill out their information. So once they fill out the fields in the PDF they send it to their CSM/sales rep for us to use and input that info into SFDC manually.   What we want to do is automate that experience - so in a dream scenario we’d love to send them a page or PDF with all the same fields in the same visually-appealing “worksheet” format (if possible, not just an ordinary top to bottom form where it’s just row after row) that a client/prospect could fill out and all of that info would automatically sync to SFDC.   Would this be possible with marketo? Any recommendations? Any recommendations, if not Marketo? Thanks in advance!

Hi there, I've been using Sanford's prefill script which is very powerful and works great. The only issue is Marketo isn't fast enough to capture the form values on the follow up page after successful form submit. I always have to refresh the page in order to see the prefill form values or {{lead.tokens}} populate correctly. It's bad user experience to have to refresh the page or see empty values like Welcome _____ not you?  Is there a way we could check whether or not the form field values are coerced on the thank you page before completing page load for the thank you page? I'm not sure what to do or what approach to use.

Hi all,   I initially followed the advice of this post (https://nation.marketo.com/t5/Product-Discussions/How-to-Integrate-Zoom-with-Marketo/m-p/161488#M113618) to setup our integration, but now Zoom has updated to V2. Does anyone know how to update the webhook on Marketo's end to comply with Zoom's V2? 

SummarySales Insight Email Performance Report grouped by Sales Rep exports file sorted by template rather then by sales rep.  Issue Sales Insight Email Performance Report grouped by Sales Rep exports file sorted by template rather then by sales rep. Subscription email displays report grouped by email template as wel Report within the Marketo UI will show as expected Solution   The current workaround exists for the CSV exported.            1. Export the report to a CSV          2. Format Columns A (Sales Rep) and B (Email Name) to sort A to Z in order to get a view by sales rep. Root CauseThis issue is scheduled to be addressed and resolved in the 2021 Q2 release Environment Sales Insight for SalesforceThis issue occurs within the subscription email that gets sent out of the report This issue occurs when exporting the report to a CSV file

Hello all,   I am trying to set up a birthday email as in this article. https://nation.marketo.com/t5/Marketo-Whisperer-Blogs/Sending-a-Birthday-Message/ba-p/247530.   However, it has been requested that the birthday email be sent 7 days prior to the recipient’s birthday. Therefore, I created a field called mkto_rfbdemail in the lead database. This is a date field. Then, created a smart campaign to Change Data Value of mkto_rfbdemail to {{lead.Date of Birth}} - 7 days. This works.   The problem is when I set up the trigger and batch campaigns.   For the trigger campaign, I have the trigger set to Campaign is Requested is Marketo Flow Action. I set the flow to look at the anniversary of mkto_rfbdemail.   For this test, instead of sending the email I have the campaign add the recipients to a list.   For the batch, I have it set up to filter on mkto_rfbdemail is not empty, and in the flow step, request the trigger campaign. In both smart campaigns, a person c

Hey all,Looking at existing posts, I am able to create my own private key value. Are there best practices on what this should be (should I use numbers and characters)? Or can it be something as simple as "CompanyNameAPI"?

I wanted to know the uses of Munchkin API private key

Hi, I have a department that is sending compliance related emails which require the unsubscribe link to be completely removed from ALL of their emails. We understand the risk of doing this and are monitoring it closely by creating a separate workspace for them to operate out off that is tightly controlled. I now need to adjust their email templates to remove the unsubscribe button. I can obviously just delete it but marketo appends the standard unsubscribe button when this is done so I think I need to leave some sort of code in the template to trick it into thinking a link is there. Does anyone know how to build this?

Hi,    I'd like to set up a retargeting program for anyone who visits our website, clicks on a trial form, but doesn't complete it.   The form exists in our navigation, spanning across several pages, and on CTA buttons within our web pages.   Does Marketo allow us to trigger emails based on users not signing up when it's a form modal (and not specific to a landing page URL)?    Thanks in advance,Joanna

I'm running a Champion/Challenger A/B subject line test on a trigger campaign, and I'm trying to use a tokenized email script to personalize the subject line with the person's first name.    Without the Champion/Challenger test, the token works just fine.  However, once I set up the test and try to send myself sample emails, I don't receive anything (and therefore can't confirm if the personalization is still working).    I may have to go to Support, but just wanted to check around here if there any known limitations to what you can do with tokenized subject lines in a Champion/Challenger test.        

Hi there, Our application is configured for android and ios. Android works fine, iOS used to work but something broke and we cannot receive push notifications anymore. We are using 0.7.7 SDK, the logs say: MarketoSDK-registered push_token successfully Certificate is correct. I have created a test device and I am able to send a sample push on the device. But when I do this from a campaign flow with the same selected user, pushes do not arrive Olivier

Hey Marketing Nation!   I hope that some of you have had the chance to explore the new gameplay features and badges we've just added to Community. We always strive to provide the best experience for our Community members and are working hard to fix some issues on the backend.   If you come across any problems or have questions, feel free to send me a direct message and I'll get back to you as quickly as possible. Thanks for understanding! 

Hi I need to send an email in response to filling out a form. However, this email must be sent only if the form was submitted outside of business hours, which is a static time window Monday through Friday. Can this be done? 

We are looking to temporarily shut off a smart campaign that delivers three drip emails over the course of several weeks while we make some updates to the emails, then turn them back on and have everyone pick up where they left off.   If we turn off the smart campaign for a few days with people enrolled in wait steps, will they pick up in the wait step where they left off? Will they have been removed entirely from the flow as if they completed it?   Thanks in advance! Melissa

I am using a smart campaign to transfer records from one static list to a subset static list.  The smart list is: The flow is to add the records that qualify into another static list. Under the schedule tab,  the smart list status says "Set to affect around 899 people (may change over time)". When the I run the process, only 834 records make it into the smart list. I cleared out the static list and ran the process again. This time, only 799 records made it into the smart list.   Not sure why this is happening... the smart campaign settings are set to "Each person can run through the flow every time". 

We're adding a quiz to our website which will accept about 10 data points from the user and then we would like to post this data to Marketo. The quiz will end with a form which the user will submit after entering name, email, etc. Should I be using the REST API or the Javascript API to submit this data? We want to avoid any potential DoS attacks, so I was leaning toward JS API with hidden fields. Thanks

Hi,   I'm relatively new to Marketo and I'm currently building engagement programs to help support a few new products. For some background, I recently sent an email out to our customer base with an overview of each product (there are three) with a CTA button for each one directing the reader to the relative product page on our website.    My objective was to send follow-up emails to customer/prospects based on what they clicked (or click in the future) in the email OR if they visit the relative product pages (regardless of their email activity.) For two of the three products, I currently have 2 follow up emails for each one. The third product has a series of 3 emails because it's a higher ticket item and there's a little more information available to help nurture the customer.  It's also worth noting that a customer could express interest in all three products at the same time.   Initially thought I was going to create 3 streams in the same program (one for eac

When it comes to using a checkbox input, there are two options to choose from in the Marketo Form editor experience: 1) the checkbox field type (highlighted blue) 2) the checkboxes field type (highlighted yellow)   For me, the intuitive way of thinking about the checkbox field is as a "singular" field type which has the same options as the checkboxes field type, with the difference being that one is "single" and the other is "multiple".  Seems to make sense, but come to find out, there's a much bigger difference between the field types -and- there's even a case for using the checkboxes field type for a single input (even as grammatically incorrect as that all sounds) in most situations.    Here's what the field types look like on a form in the Marketo Editor: above: [green] Field labels ; [blue] checkbox field; [yellow] checkboxes field   As you can see in the screenshot above, both the checkbox field (top) and the checkboxes

Hi everyone,    I have the following situation: I'm using a very simple Velocity script in an email to display a link to a different landing page depending on which course someone completed. We also have UTM parameters added to the links in an email using a variable at template level.   The script is working - as in it's pushing the correct link. The problem is that the link in the email is seemingly broken and redirects me to the website's homepage, as there's %0D added between the link and the UTM parameters.  I can't figure out where the extra characters are coming from - I've checked the template and there's nothing in there, plus other emails without the Velocity script work fine.    The script I'm using is: #if (${lead.Training_Expert_Complete__c}=="1") https://info.jtfmarketing.co/Post-Training-Survey-Expert.html #else https://info.jtfmarketing.co/training-evaluation.html #end   I'd appreciate any support you could provide.   Thanks

I was wondering what the latest is on integrating Twitter with Marketo?  Do we still have to purchase/use a 3rd Party app, or is this possible now within Marketo? If purchasing, which is the best product?