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Included in this article Overview Data you’ll get from Email Bounces Bounce Categories Hard Bounces Soft Bounces Bounce Details Building the Directory 1. Create 6 custom fields 2. Create a Program to house everything 3. Create a Static List 4. Create two Smart Campaigns Smart Campaign One - Logging Email Bounces with Bounce Details Smart Campaign Two - Remove Leads From the List After Successful Deliveries 5. Create Custom List View Showing Bounce Details Overview Bounce activities carry details for why the email was bounced, but it’s housed within the activity log entry, not in a field on the lead record, so it’s difficult to export that data. This article will show you how to extract that information to create a directory of leads bouncing emails and how to make the list automatically update. This will also create counters for bounces and successful re-deliveries after bounces happen. Data you’ll get from Email Bounces Bounce Categories Email bounces come in different types depending on why the email was bounced; Hard Bounces or Soft Bounces. Hard Bounces Hard Bounces come in two types, Category 1 and Category 2. Category 1 bounces are emails that have been marked as spam by the recipient mail server. Many email servers monitor blacklists or spam traps, so after de-listing with them, leads that have had a Category 1 bounce previously may be able to receive emails again. Category 2 bounces occur due to an email address that is invalid or doesn’t exist. Soft Bounces Soft Bounces come in three different types, Categories 3, 4 or 9. Category 3 bounces are usually temporary, caused by full mailboxes, timeouts, or throttling. Any email with this designation has been retried for up to 24 hours (36 for AOL). Category 4 bounces are caused by technical problems, Transient Failures, Admin Failures, DNS Failures. Any email with this designation has been retried for up to 24 hours (36 for AOL). Category 9 bounces are unknown, undetermined or gibberish details. Any email with this designation has been retried for up to 24 hours (36 for AOL). Bounce Details When an email is bounced, the recipient mail server includes details of why it was bounced. These are created by the admin of the recipient mail server and vary greatly, but most will give some explanation that can give valuable information. Email Bounce Codes Building the Directory 1. Create 6 custom fields You’ll need 6 custom fields, two DateTime fields, two Score fields, and two String fields Name the DateTime fields “Bounce Date” and “Email Delivered After Bounce”. Name the Score fields “Email Bounces” and “Deliveries After Bounces” Name the String fields “Email Bounce Details” and “Email Bounce Category” Directions for creating Custom Fields can be found here: Create a Custom Field in Marketo 2. Create a Program to house everything Use a default program type and name it "Directory of Leads Bouncing Emails". Info on creating programs can be found here: Create a Program 3. Create a Static List This static list will be your actual directory that contains all of the leads that are currently bouncing emails. Name it "Active Bounce List". Info on creating a static list can be found here: Create a Static List 4. Create two Smart Campaigns These two Smart Campaigns are what will be used to add and remove leads from your active bounce list. Info on creating Smart Campaigns can be found here: Create a New Smart Campaign Smart Campaign One - Logging Email Bounces with Bounce Details Your first Smart Campaign will be used to listen for any email bounces that occur. The campaign will populate the “Bounce Date”, “Email Bounce Category” and “Email Bounce Details” fields. It will then add one point to the “Email Bounces” score field which can be used to count how many bounces have occurred per lead. Lastly, the campaign will add the lead to the static list which will be an active directory of leads who are bouncing emails. Campaign Smart List Use the two triggers of “Email Bounces” and “Email Bounces Soft” in the Smart List. Set both triggers to “is any” so that they will fire whenever any email bounces for any reason. Campaign Flow The Flow of the campaign will have 5 flow steps. The flow will use a System Token and some Trigger Tokens, which can be used to pull details out of the action that activated the trigger. In this case, the Trigger Tokens will be pulling out the details on why the emails were bounced. That info is in the bounce message and is logged in the lead's activity log. Normally you'd have to comb through the activity log one at a time to find these details for each individual lead. This method, however, will pull the details out automatically for all leads. Flow Step 1: Change Data Value Attribute: “Bounce Date” New Value: {{system.dateTime}} Flow Step 2: Change Data Value. Attribute: “Email Bounce Category” New Value: {{trigger.category}} Flow Step 3: Change Data Value Attribute: “Email Bounce Details” New Value: {{trigger.details}} Flow Step 4: Change Score Score Name: “Email Bounces” Change: +1 Flow Step 5: Add to List List Name: “Active Bounce List” Smart Campaign Two - Remove Leads From the List After Successful Deliveries Campaign Smart List The Smart List of the campaign will need a trigger for “Email is Delivered” set to “is any” and also a filter of “Member of List” looking just for leads that belong to your Static List. This way, the campaign will only apply to leads who have had an email bounce but have then had an email successfully delivered afterwards. Campaign Flow The Flow of the campaign will have 3 flow steps to do the following; log when the email was delivered, add a point to the "Deliveries After Bounce" Score Field, and remove the lead from the "Active Bounce List". Flow Step 1: Change Data Value Attribute: “Email Delivered After Bounce” New Value: {{system.dateTime}} Flow Step 2: Change Score Score Name: “Deliveries After Bounces” Change: +1 Flow Step 3: Remove from List List Name: Operational.Active Bounce List 5. Create Custom List View Showing Bounce Details The custom fields you’ve created for email bounce information won’t show automatically in the view of your list. You can create a new view of the list to show just this information so that when it is exported it will give you only the email bounce information you need. Once the list has the necessary details, it can be exported with those columns included so that you can work with it. You can identify emerging trends and issues with your deliverability by looking for common themes among the bounce details. Directions for creating Custom Views can be found here

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(Article Updated - August 2024) Overview A blocklist is a database of IP addresses or domains that have been associated with the sending of unsolicited commercial email or spam. Internet Service Providers (ISPs) and business email networks use information from blocklists to filter out unwanted email. As a result there can be a drop to inbox delivery rates if the IPs or domains involved with sending email are listed on a blocklist. Marketo’s Email Delivery and Compliance team monitors blocklist activity on our IPs and domains daily. When an impactful listing occurs, we reach out to the blocklist, attempt to identify the sender that triggered it, and work with the blocklist organization to get the listing resolved. There are thousands of blocklists, most will not have a significant impact on your delivery rates. Below, we have compiled a list of the blocklists that commonly appear across our sender ecosystem. Each blocklist has been grouped into a top tier (Tier I) by most impactful, to the bottom least impactful tier (Tier III). These may have little to no impact across our sender network. Tier I Blocklist Spamhaus (SBL) Impact: Spamhaus is the only blocklist that we categorize as a Tier I for a reason: it has by far the greatest impact on delivery. It is the most well-respected and widely used blocklist in the world. A listing at Spamhaus will have a negative effect on your ability to deliver emails to your customer’s inbox and can cause bounce rates of over 50%. Evidence suggests that most of the top North American ISPs use Spamhaus to inform blocking decisions. How it works: Unlike many blocklists, Spamhaus lists senders manually. This means they are proactively watching sender activity, collecting data, and base listings on a number of variables. Most commonly senders are listed for mailing to spam trap addresses that Spamhaus owns. Sometimes Spamhaus will list senders based on recipient feedback as well. Next Steps: Please note that every Spamhaus email can be quite different depending on the information provided and the nature of the listing . Because Spamhaus has multiple types of listings, the remediation steps are based on which type of blocklisting has occurred. We have listed the most common types to affect Marketo customers, from most to least impactful. Impact can range from a full block of top severity, to a partial block that is less severe (CSS Data, DBL). If remediation isn’t performed and the problem not addressed, these listings can increase in severity and turn into a full blocklisting. Spamhaus Blocklistings Types SBL (full blocklisting) Considered the most impactful. Remediation steps: Our team monitors closely for Spamhaus listings. Once alerted to the listing, we send an email notifying the customer, and reach out to the Spamhaus contact to start the remediation process. Only a Marketo delivery team member should be in direct correspondence with the Spamhaus contact, to speak on behalf of the customer, and to relay their questions and instructions, ensuring quick resolution and reduced impact. Senders that trigger this listing on a shared IP range will be moved to a more isolated, penalty range (IPB), so as not to impact the other shared senders. Those affected on a Dedicated IP, only impact their own sending and will not be moved. However, depending on the severity of the issue, our team may need to revoke a customer’s ability to send any emails until full resolution. The listing will last until Spamhaus is satisfied that the offending sender has taken the appropriate steps to mitigate the problem. SBL CSS Customers are alerted of the listing with an email containing all the information needed to immediately begin the remediation process. This is part of an automated trigger listing, that allows for a customer to delist directly on the Spamhaus website, after they’ve completed remediation. Remediation steps: Customers will go to the Spamhaus IP lookup website, at https://check.spamhaus.org, where they can check on the status of their IP and continue to monitor it in real time, until it is no longer listed there. Follow the remediation and delisting instructions provided, and check for specific details in the blocklist notification email. DBL (Domain blocklisting) Customers will receive an email notification alerting of the company domain being listed. The email will contain specific information to help narrow down and identify which email source likely triggered it within Marketo. It’s important to note that any email sent from outside of Marketo, that contained the company domain, is suspect. This means, if the sender uses multiple IPs and/multiple email platforms, then any of those could be the source. Remediation steps: Follow the detailed instructions in the email, which will also provide a link to the Spamhaus Domain reputation checker webpage, to check the real time listing status of the affected domain. Once the email source is identified and cause addressed, this customer will follow the online instructions to request to be delisted. Tier II Blocklist SpamCop Impact: SpamCop is not used by any of the major North American ISPs to inform blocking decisions, but it makes it to the Tier II list because it can have a significant impact on B2B email campaigns. SpamCop is considered a Tier I one blocklist for B2B marketers but a Tier II for B2C marketers. SpamCop is a dynamic IP blocklist, that can affect a single IP or a subset of IPs Typically, the block will automatically lift within one business day, but can take longer for relisted IPs. To have triggered a SpamCop listing likely means the sender has a list management problem that should be addressed. How it works: SpamCop lists IPs for one of two reasons: Either the email hit SpamCop spam trap addresses OR A SpamCop user has reported the email unwanted. Most of SpamCop’s spam traps are previously valid addresses that have not been active for 12 months or longer. Remediation steps: If you are seeing a significant number of bouncing emails caused by a SpamCop blocked IP but aren’t sure if your email activity triggered the listing, first identify whether you are sending on a shared sender network or not. If sending from a shared IP range when this occurs, you or any other customer sending from the same network may have contributed to the IP block. This IP block will automatically get dropped within a business day. For those on a Dedicated IP that trigger a listing, refer to the above remediation steps and resources, to address the list management issue. Tier III Blocklist (Low/ No impact ) These are considered the lowest tier and therefore cause the least impact across the Marketo sender ecosystem. Some of these blocklists were more impactful at one time, while others are only impactful based on the sender region (Manitu). Others still can suddenly flare up (Lashback). There are also many blocklists that are ignored (0spam), and are not taken seriously because they do not provide any means to delist once on the list (NoSolicitado) or that they charge money to have the listing removed ( UCEPROTECT ). The pay-to-delist model is not well respected in the email industry. When using blocklist tool checkers, such as MXToolBox, many blocklists will appear, but very few are relevant. Here is our selection of Blocklists you may come across that are least impactful: Project Honey Pot SpamAssassin URIBL/SURBL DrMX PSBL 0spam HostKarma Ascams ZapBL Barracuda Trendmicro Inc. Cloudmark Proofpoint Invaluement ISP Blocklists Some ISPs use internal blocklists to make blocking decisions. Examples include AOL, Yahoo, Gmail, Outlook and Hotmail. If your IP is being blocked by one of these networks, and those networks have a large presence in your lists, a block of this kind could have a noticeable negative impact on delivery. Marketo monitors for significant ISP blocks. Those experiencing deliverability issues with emails not making it to the Inbox and bulking in the spam folder may benefit from additional services with our Email Delivery Consultants. Remediation Steps: Email Delivery Compliance Team works to resolve any ISP blocks. ISP blocks are are usually resolved or lifted within less than 24 hours of a delisting request. Customers experiencing significant blocks for Microsoft domains (outlook.com, live.com, microsoft.com), can submit a request to the delivery team to seek mitigation on their behalf. Additional Resources: Blocklist Deep Dive Abuse Report Deep Dive What is a spamtrap, or spam trap, and why does it matter? Blocklist remediation Blocklist resolution flowchart Successful lead reconfirmation What is a blocklist?

Issue You want to break the link between an email and the template originally used to create it. Solution If you need to delete an email template, or if you need to break the relationship between a template and an email to prevent template changes from affecting the email, you can do the following. Open the email in the Email Editor If you have Email 2.0, click Edit Code. If you have the legacy Email Editor, click Email Actions > HTML Tools > Replace HTML. This will allow you to directly edit the HTML for the email. Make a small edit to the email's HTML outside of the mkteditable sections. Save your changes. If you are concerned that the edit you made will affect the email, you can save the change, re-edit to undo the change, then save again. When you go back to the summary page for the email, the Template: line should now say "None". PLEASE NOTE: It is not possible to reverse this change. They link between the email and the template cannot be re-established once it is broken.

Issue A lead skips the send email flow step, but processes through the other flow steps. In the results tab and in the lead activity log there is no mention of the email step. Example: Solution If your lead record is blocked from receiving emails, Marketo will not send an email to that lead. If an email is not sent, there will not be a record in the activity log for the lead record or in the results tab of the smart campaign, but the lead will still go through the other steps as normal.

Issue Activity History in Saleforce shows this message: [Email details are being uploaded from Marketo...please check back later] when emails are sent out from the Marketo Outlook Plugin. Solution This message is created because of insufficient privileges for the Marketo sync user inside of SFDC. There is a permission for “Edit HTML Templates” that needs to be enabled for the sync user in order to prevent this problem from occurring. Background: When you send an email using the Marketo Outlook plugin, it is sent through the user's Exchange server rather than Marketo's email servers. Many users have an email signature that is automatically added to the email. This adds additional HTML to the email, which does not match the template already in Salesforce Sales Insight. Normally, Marketo would create a new template which Salesforce could then display in a link in the Activity History. However, in this case, the Marketo sync user does not have the necessary permissions, so this error results. To fix this, enable the "Edit HTML Templates" permissions to your Marketo Sync User. Who This Solution Applies To Customer who are using Sales Insight for Salesforce and Outlook

Issue Description You created a smart list, but did not define any filters, and are wondering if this will cause no leads to show up in the results. Issue Resolution If you create a smart list and you do not define any filters, this will cause all leads in your database or leads visible in the partition and workspace to appear in your results. This can create problem if you have nested smart list. For example, if you have a smart list with the filter "Member of Smart List = Lead not in" with smart list A selected and smart list A has no filter, this logic will cause you exclude all leads in your database. Is this article helpful ? YesNo

Issue Description "Relative Score" and "Relative Urgency" values are not automatically updating in Marketo and CRM even when scores have changed on records. Issue Resolution Resolve any configuration errors showing in the Sales Insight section of Admin. Configuration errors between Sales Insight and your CRM can cause the relative scoring task to fail to update values of the "Relative Score" and "Relative Urgency" fields. SFDC Configuration Instructions: https://docs.marketo.com/pages/releaseview.action?pageId=2360368 Microsoft Dynamics Configuration Instructions: https://docs.marketo.com/display/public/DOCS/MSI+for+Microsoft+Dynamics Who This Solution Applies To Customers with Sales Insight Is this article helpful ? YesNo

Issue How and where to locate Salesforce ORG ID. Solution Choose one of the following options to find your Org ID: Improved Setup User Interface (Enabled) 1. Select Setup | Company Profile | Company Information. 2. In the "Organization Detail" section, your Organization ID is listed in the "Salesforce.com Organization ID" field, starting with 00Dxxx. Improved Setup User Interface (Disabled) 1. Select <YourName> | Setup | Company Profile | Company Information. 2. In the "Organization Detail" section, your Organization ID is listed in the "Salesforce.com Organization ID" field, starting with 00Dxxx. Lightning Experience 1. Click the Gear icon, then select Setup. 2. Select Settings | Company Settings | Company Information. 3. Your Organization ID is listed in the "Salesforce.com Organization ID" field, starting with 00Dxxx

Question: How are the Original Search Engine and Original Search Phrase fields populated? Answer: Both fields are intended to be populated if the very first webpage visit is due to the lead clicking on a link from a search engine. If the lead logs their very first webpage visit to your website via directly typing in the URL or clicking an email link then the Original Search Engine / Search Phrase will not be populated. Due to security and privacy concerns, current search engines no longer pass this informations, but we retain the fields so that leads who had values populated for them previously can retain that information. .

Question For those who do not want forms to pre-populate and/or track web behavior on a specific page (ie. referral sign-up pages), follow the instructions below to disable the Munchkin tracking JavaScript. Note, forms filled out on a page without Munchkin will not get Fill Out Form activity written to the lead Activity Log. Solution Edit a landing page template Go to the HTML Source tab Find the line: <?php echo $mContext['endElements']; ?> Add the highlighted portions:  Re-approve the landing page template and any associated landing pages This change only applies to customers with Marketo Versions Released in 2013. Is this article helpful ? YesNo Please make clear notes for other users that will use this template - this will eliminate confusion on the page tracking behavior.

Issue Description Leads would be qualifying for a Smart List filter that was set up to only qualify those leads that had a date "on or before mm/dd/yy", leads that have null would also qualify for this filter when they should not. Issue Resolution When the field is left as null, by default Null value is treated as epoch timestamp (i.e, jan 1 1970). In this case it is recommended to change the filter date from "on or before" to "between" in order to exclude those leads that have null in the date field. Is this article helpful ? YesNo

Issue Description Getting error "Salesforce 551 unauthorized bounce" in ToutApp Issue Resolution - Head on over to your Salesforce instance and login. - Once you're logged in, head over to "Setup" > "Email" > "My Email to Salesforce" - In the "My Email to Salesforce" page, head over to the "My Acceptable Email Addresses" section and ensure the all the addresses you use are listed in here: - Just below "My Acceptable Email Addresses" you can set your email logging settings to how you would like them to enter your SFDC. - Save your settings. Who This Solution Applies To ToutApp customers Is this article helpful ? YesNo

Issue Choices are skipped in flow steps on campaigns triggered by new person creation when they are based on system managed fields such as Inferred State Region.. Solution Inferred Fields and other system managed fields my take a while to populate. When this happens, they won't have the necessary values at the moment the campaign is triggered. To resolve this, add a small wait step as the first step of the flow for trigger campaigns. This wait step allows the system to populate these fields and index them appropriately so they can be used as criteria in flow steps that have decisions in them.

The Charter of Fundamental Rights of the European Union recognizes in Article 8 the right to the protection of personal data. This fundamental right is developed by the European legal framework on the protection of personal data consisting mainly of the Data Protection Directive and the ePrivacy Directive. They lay down several substantive provisions imposing obligations on the data controller and recognizing rights to the data subject, prescribing sanctions and appropriate remedies in cases of breach, and establishing enforcement mechanisms to make them effective. Although strictly speaking it is data controllers who bear legal responsibility for complying with data protection rules, also those who design technical specifications and those who actually build or implement applications or operating systems bear some responsibility for the data protection aspects from a societal and ethical point of view. The law applies to all Member States of the European Union. However, even websites outside the EU are required to comply with the law if they are targeting Member States. For example, a site based in the USA that sells products to consumers in the UK, or that has a French-language version of its site aimed at users in France, will still have to comply. Anonymous cookies, those that do not contain information that would enable you to identify a user, do not infringe the law anonymity and therefore are not a problem. The directive’s core requirement is to define how consumer’s "opt-in" or "opt-out" to cookies, and what level of information the consumer must be provided when cookies are used so they are sufficiently informed. Support Browser Do Not Track Settings docs.marketo.com/pages/viewpage.action?pageId=2951124 Visits to web pages do not reflect actual activity https://nation.marketo.com/docs/DOC-1300

Top Searched Term Product Docs (Click on graphic) Community Support (Click on graphic) Token or Tokens Engagement or Engagement Programs Lead Scoring Sales Insight Progressive Profiling Calendar RCM or Revenue Cycle Modeler Form or Forms Salesforce Sync Snippet Landing Page or Landing Page Template Webhooks A/B Testing Email Templates Import List Munchkin Is this article helpful ? YesNo

Issue You receive the following error: "Ouch! 500 Error Something went wrong. We monitor this sort of thing, but if you are an authorized support contact, you should create a support ticket." Solution This can happen because of temporary network issues. Try out the following troubleshooting steps. 1. Clear Browser Cache 2. Try a different browser 3. Try a different device 4. Try a different internet connect (Hotspot/Tether from mobile) If you still have any issue after trying all these steps, please contact Marketo Support for further assistance.

Issue The image URL of an email contains an email scripting token (example: domain.com/{{my.image}}-file.png, and when it is processed and sent via email, the image is not rendering. Solution 1.) It is possible that the email scripting token is outputting a value with a line break at the end. To confirm this, it would be best to consult with your developer(s) as custom coding is out of the scope of Marketo Support. You may consider using variables before outputting the values so that in the variables, you can ensure that there are no line breaks. For more information, you can refer to developers.marketo.com/email-scripting/ 2.) If the image is rendering but only for certain browsers and/or email clients, review the coding of the email with your developer(s) as this may be due to the coding of the email itself that may contain code that does not comply with certain browsers and/or email clients.

Issue You need to mass update Salesforce records to get them to sync into Marketo. Solution Use the Salesforce provided Data Loader! This is a tool Salesforce provides for such occasions. Here's an article from Salesforce with more information. For any questions regarding this tool, please seek your Salesforce Admin or Salesforce Support as they will be the best resource to answer those questions! https://developer.salesforce.com/tools/data-loader

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

Top Blocklists - What You Need to Know

Delete email from ToutApp live feed

How to Break the Connection between an Email and the Email Template

Lead Skips the Send Email Flow Step But Runs Through the Other Flow Steps

SFDC Activity History Shows Message: [Email Details Are Being Uploaded from Marketo…Please Check Back Later]

_mktoReferrer

Smart Lists With No Filters

Relative Urgency/Relative Score not updating

What is the Exported (CSV) Report row limitation?

How to Locate Your Salesforce ORG ID

How are the Original Search Phrase and Original Search Engine fields populated?

How to remove Munchkin from landing pages

Lead qualifies for Smartlist filter utilizing "on or before" date filter when lead has no date in the corresponding date field

Show or Hide a Form Field Dynamically

ToutApp: Salesforce 551 unauthorized bounce

Choices Skipped in Campaign Triggered by New Person Creation

Marketing Automation and the European Privacy Laws

Top Searched Terms

Troubleshooting Ouch! 500 Error

Image In Email Not Rendering When URL Contains Script Token

Mass Update Salesforce Records