Marketo

Hello Team,Here is a use case.There is a trigger campaign in Marketo which deletes the confidential data (the record which is selected as confidential in Salesforce end). The flow set is set as such it deletes from Marketo database but not in CRM.Can we also control the deleted records to be kept hidden in Salesforce? If yes, should it be done in Salesforce admin settings?Thoughts please?Thanks in Advance,Gayathiry

Hello Everyone, We're trying to prevent specified new leads in SFDC from syncing to Marketo until they are converted into active accounts. I understand you can create a custom sync filter to do this, but was wondering:Can this be done combining logic from 2 different fields? Ex:If unregistered_lead_c = True AND Account Status = Not Active, do not sync with MarketoIf unregistered_lead_c = True AND Account Status = Active, sync with MarketoCan the logic to sync/not sync be based off of a specified status, or does it have to be a boolean field?

We are currently testing the new email editor, and have run into multiple issues, but the latest is that I cannot seem to send tests at all. I have tried multiple created emails, different people to send to, none of them ever arrive. Not in spam, inbox, anywhere. Is anyone else experiencing this issue? I seem to have consistent issues with the new editor, including when I did get tests, the emails did not look at all like what we created.

Due to Marketo database limits, we need to purge inactive people in Marketo (we will not purge in Salesforce). Because Marketo deletions do not sync to Salesforce, after a purge when the same person re-enters Marketo and is recreated—the native sync creates a new Salesforce Lead instead of linking to the existing record. This is causing a lot of duplicates in SFDC. Does Marketo have the capability to correlate to an existing Salesforce record and only create a new Lead if one doesn’t already exist? Is this a common issue other companies face, and how do you handle it?

 We are migrating from one Marketo instance to another.  At this point, we have migrated all of our marketing activities plus assets, lists and reports into our new instance sandbox.  We have also synced Salesforce QA to our Marketo sandbox.  Our next step is to test everything in our Marketo sandbox environment. Does anyone have best practices for loading data into our Marketo sandbox or salesforce QA environment prior to testing all of our activities? Thanks in advance!

  Overview of the List Import Process   There are 4 key steps when importing a list into Marketo Engage: Prep your list/scrub the data outside of Marketo  Prep work within Marketo Import the list  Validate and QA   Step 1: Prep List & Scrub Data   Move your data into an evergreen list import Excel template for all imports that should be created by your admin. Admins: Include required and optional fields as columns, matching Marketo field names for easy mapping with... Mandatory fields (e.g., Email) should be clearly highlighted - lists cannot be imported without these values!  Exclude unsubscribe-related fields; ensure field updates are blocked on Trusted/Untrusted List Imports. Each column = one field; align with your data dictionary. Use dropdowns/picklists within the excel for consistency and ease of use to the end user (e.g., Boolean fields with “TRUE”/“FALSE” only Delete records without email addresses. Remove duplicates on your l

Hello Community,I want to know if this is possible. Would like to report on an Email Performance and know how the smart lists performed for that email. Example:Email Program Awithin the Program there is only 1 email - Email Athis is sent to 3 separate smart lists Smart list #1: 10 membersSmart list #2: 20 membersSmart list #3: 100 members*Already considering - cloning the email and using smart campaigns to send but that would be a lot considering the number of smart lists we haveAlso, filtering by smart list is currently not available with the Email Performance report, so I am interested in learning how others in the community are addressing this. Thank you!   

Hi Team , Overview :  I’m designing a Marketo program that leverages a custom object tied to CRM Opportunities to automate an annual “Mid-Lease Survey” email. The goal is to collect feedback from customers on how their lease experience is progressing. Key LogicTrigger: The program will initiate one year after the lease start date, repeating annually for as long as the lease remains active.For example, if the lease start date is 20 Jan 2024, the first email would deploy on 20 Jan 2025, the second on 20 Jan 2026, and so on.Eligibility Filter: Each send will include a check to confirm that the customer still has an active lease. If the lease is no longer active, the record will be excluded from subsequent sends.Data Handling: The lease start date is stored as a date field in the custom object, allowing accurate anniversary calculations. Questions : I’m evaluating two potential approaches for the annual “Mid-Lease Survey” program in Marketo and would like your

      In the world of marketing automation, data is everything. But not all data is created equal—especially when it comes to list imports in Marketo Engage. If you've ever wondered what the difference is between a trusted and untrusted list import, you're not alone. Understanding this distinction is key to maintaining data integrity, compliance, and campaign performance.   What Are List Imports in Marketo? List imports are one of the most common ways marketers bring external data into Marketo—whether it's leads from a tradeshow, webinar registrations, or from external systems. But how that data is treated once it enters your instance depends on whether the import is marked as trusted or untrusted.   Trusted List Imports A trusted list import is one where the data source is considered reliable and compliant with your organization’s data policies. These imports typically come from: First-party sources Known partners or integrations Internal teams with verified

We have nurture email campaigns that we drop batches of data in to and, whilst we have an internal calendar of when campaign emails are scheduled to send, our sales team were asking if they can get a copy of the email or an alert that an email has gone. Issue we have is we only allow someone to run through a campaign once to prevent us re-contacting someone so can't just drop their email in the list, but when I tried sending an alert after the 'send email' flow step it obviously sends an alert for every contact that was dropped in, so they potentially get hundreds of alerts each time. Is there a way to limit it so it only sends one alert or that we can include their email in each run without allowing other contacts through more than once?

HelloCan anyone with experience of SMS execution in Marketo help me please.We have had SMS capability built into our Marketo.This is the flow:Call webhook: Get 0Auth Token ( this gives the data to the third party between Marketo and the SMS sending platform)Wait 5 secondsCall webhook:  send SMSWe are having issues with the 0auth token running out before the SMS’s can send. The 0auth token only stays open for 900 seconds.But how many SMSs that are sent each time varies, I can see this is sometimes due to other processing happening in Marketo as it looks like webhooks are the lowest priority.Is this expected behavior? And the expected set up of SMS capabilities in Marketo?Thank you in advance for any help on this topic.

10 Unique Marketo Token Use Cases You Might Not Be Using Tokens in Marketo are one of those features that seem simple on the surface, but the more you work with them, the more powerful they become. Most teams use them for basic personalization (like adding a first name in an email), but that barely scratches the surface. With a little creativity, tokens can save hours of work, reduce errors, and make your campaigns more scalable. Here are 10 unique and practical token use cases you might not be using yet. At their core, Smart Campaigns are rule-based workflows that allow marketers to automate actions such as sending emails, updating data fields, scoring leads, or triggering notifications.Think of them as the "if this, then that" engine of Marketo. Here are some common use cases: 1. Dynamic CTA Text in EmailsTired of rewriting the same button across multiple emails? Store your CTA text as a program token. Update it once and it changes everywhere. It’s also an easy way to test variations

Have you ever used Marketo Engage Program Member Custom Fields? How about syncing Program Member Custom Fields (PMCFs) to Salesforce Campaign Member Fields (CMFs)? Yeah, that’s a mouthful. In this blog post, we’ll cover the specifics of how PMCFs sync to CMFs, some key considerations, and expected behavior so you can take advantage of this new powerful feature.    Pre-Requisites  Enable the Salesforce Campaign Sync in Marketo Admin  Create Program Member Custom Fields in Marketo  Create Campaign Member Custom Fields in Salesforce – NOTE! These fields would live on the Campaign Member Object, not the Campaign Object. Think of it this way: the Campaign Member Object contains data pertaining to the Campaign Member Record (i.e. the Lead or Contact), whereas the Campaign Object has fields that relate to the Campaign itself.     Setting Up the Sync  With the above complete, you can now map Marketo Program Member Custom Fields to Salesforce Campa

Mark your calendars! On Wednesday, October 22 at 1 PM CDT, the San Antonio Marketo User Group (MUG) is bringing you a powerhouse session:“Building a Center of Excellence for the Year Ahead” led by none other than Adobe Champion Carissa Russell. Whether you're looking to streamline your Marketo instance, refresh your strategy, or set your team up for scalable success in 2026, this virtual meetup is packed with actionable insights. Carissa will share her favorite tips, tricks, and frameworks for building a Center of Excellence that drives results and empowers your marketing operations.   Register Here : https://mugs.marketo.com/events/details/marketo-san-antonio-presents-marketo-san-antonio-presents-building-a-center-of-excellence-for-the-year-ahead/

We have a considerable backlog in the Campaign Queue. Any advice on how to investigate this would be greatly appreciated.Just to note, per support recommendations, already working to optimize our instance and collaborating with the Salesforce team to look into the issue.

Last updated date: October 28th, 2025   Hi Marketo Engage Community,    If you are a Marketo Engage admin, look no further! We understand that you’re under constant pressure to keep your database clean, efficient, and ready to deliver on the expectations of both marketing and sales teams. That's why we developed this practical, peer-led session, focusing on proven strategies and actionable checklists to help you push clean, reliable data to CRM—accelerating pipeline velocity and boosting revenue.   Hear from Adobe Marketo Engage Champion, Miray Vu (@miray), to understand the critical role of database hygiene in syncing Marketo Engage with CRM and empowering your organization to close more deals, faster.   In this On-Demand webinar, you’ll learn about: Why data hygiene matters for CRM integration and how clean data impacts business outcomes. Options for building a sustainable data hygiene process using Trigger/Batch campaign or Executable campaign, and how to i

Using global validation rules to block the free consumer email domains using the list marketo provides but how does it identify whether the email matches as there isnt a default field for email domain. Is it email "contains"? example with 123.com being personalAlex@123.com - BLOCKEDAlex@realcompany123.com - BLOCKEDOr is it "email domain is"Alex@123.com - BLOCKEDAlex@realcompany123.com - APPROVEDor is it "Email ends with"Alex@123.com - BLOCKEDAlex@realcompany123.com - BLOCKEDDoes anyone know how Marketo matches this? as I dont want to block honest company email domains by telling them Marketo thinks they are personal domains.

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As you read on, you might think I’ve contrived a situation with an infinitesimal chance of happening in real life, just for the love of blogging. But this just happened to a user who posted on the Nation!   So here’s the weirdest Marketo Forms factoid you may ever learn: if the 20th field added to a form has an empty name, you’ll get this generic error on submit: And inspecting the HTTP 400 response shows: { "message" : "checksum invalid", "error" : true, "errorCode" : "400" }     Hold on, a form field can have an empty name??? Well, no. An <input name> and <input name=""> are both prohibited by the HTML standard. A native HTML <form> submit will not send values for those inputs.   But while Marketo forms use standard HTML <input> elements — a very good thing, I always take care to say! — the data that goes on the wire is assembled using JS. (Most modern forms do this.)   The Forms 2.0 API lets you add a hidden field with an emp