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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?

Your Salesforce sync is not working because the password for your Salesforce sync user expired. You may see an error in Marketo saying: "describeSObject failed - The users password has expired, you must call SetPassword before attempting any other API operations." Similar to this: To resolve this error, you will have to change both your password and security token in Salesforce and then update these credentials in Marketo under Admin -> Salesforce -> Edit Credentials -> update both your password and security token in the 2 boxes illustrated below then press the Save button: To permanently fix this issue, you will need to change the password policies in Salesforce so that your password never expires in Salesforce. To do this, in Salesforce, go to Setup -> Administration Setup -> Security Controls -> Password Policies -> User passwords expire in -> Never expires -> Save for your "your_sync_user@domain.com" user in Salesforce: Please note this is a Salesforce setting and you should consult your Salesforce Admin before implementing this change Whenever the Salesforce user password expires (it periodically expires for security reason), Marketo stops syncing with the Salesforce account. As a result, any of the leads created in Marketo during this down-time won't be synced to Salesforce. Marketo will not automatically re-sync. Once you have reset your password and the API calls work once more, you can create a batch campaign that will sync the new leads that have been created in Marketo to Saleforce.

Issue Marketo forms that are embedded on external web pages see loading errors. Examples of this could be that the fields load with delay, or once submitted the form lags before moving to a follow up page. Solution Two things to check: Is there custom CSS in your form? Is the embed code on your form customized? Isolate the cause You can isolate the root of the lag by testing your form on a Marketo Landing Page 1. Locate the embedded form with in your instance 2. Build a landing page to test the form: Landing Page with a Form 3. Place your form on the new testing landing page, approve the page and close it. 4. Load the Landing Page using the URL If the form loads with no delay, the issue lies with the embed code used to push the form onto the external page. Please work with your custom developer to find a resolution. If the form is loading with a delay (and there is custom CSS): 1. Clone your form 2. Remove any custom CSS from with in the form 3. Build a landing page to test the form: Landing Page with a Form 4. Place your form on the new testing landing page, approve the page and close it. 5. Load the Landing Page using the URL If you are not seeing any loading errors, the issue lies with in the custom CSS of your form. Please work with your custom coder to improve the loading speed of your form. Note: Occasionally, incorporating the form embed script into containers (custom coding) and utilizing custom JavaScript may lead to delays in form functionality. In such instances, it is recommended to collaborate with your developer to identify a solution, as Marketo Support does not troubleshoot issues specifically related to custom coding. If you are still seeing lag errors on your form loading on the Marketo Page, please submit a ticket with support@marketo.com

Technically, you cannot move records backwards in a progression status. The only so called “backward” status that you can change the record to is a progression status of “Not In Program”; however, doing this removes them from the membership of the program. If you do this procedure, this will allow you to re-add them with a different status. We mentioned technically this cannot be done but logically, there is another method that allows you to juggle the record’s progression status but in a more lateral movement with what appears to be in a “backward” state. This is all dependent on how you have your channel steps configured. To access your channel steps, please do the following: Choose Admin Choose Tags Click the + next to Channel Locate the channel you wish to configure and highlight it Click the drop-down menu towards the top of Tag Actions, and select Edit You should now see a pop-up window that allows you to configure the status steps for that channel like the following example: This is a article attached image If you configure statuses that have the same step number, this will allow you to move the record in a lateral movement which, in a sense, is somewhat like a backward progression but it really isn't. With the example screen capture, I can do a change in progression status of “Invited” to “Attended Show” and vice-versa because the step is with an identical number. If I wanted to change in progression status of “Invited” to “Engaged” and back, it will not work because the step value is not identical. You can reference more information about this in the Create a Program Channel article.

Follow these steps to add a graphical date picker to your form date fields. When you're done, it will look something like this: First, you need a form with at least one date field. In the Form Editor, date fields appear with a date icon in the Template Form Fields list. Drag one into your form if you haven't already. Next, edit a landing page that uses the form (or create a new one and add the form). Click the form and make sure the box around it has some padding, shown below. If the padding is too small, the calendar icon next to your date field will wrap onto the next line. Now add this custom Javascript to your webpage as a Custom HTML element: <link type="text/css" href="https://nation.marketo.com/js/public/css/redmond/jquery-ui-1.7.1.custom.css" rel="stylesheet" /> <script type="text/javascript" src="google.com/jsapi"></script> <script type="text/javascript" > google.load("jquery", "1"); google.load("jqueryui", "1"); </script> <script type="text/javascript"> var $jQ = jQuery.noConflict(); $jQ(document).ready(function() { $jQ(".mktFormDate").datepicker({showOn: 'both', buttonImage: '/images/icons16/calendar_31.png', changeMonth: true, changeYear: true, buttonImageOnly: true }); }); </script> Finally, preview your page and click the calendar icon next to the date field. The graphical calendar will appear below the field. Is this article helpful ? YesNo

Included in this article Overview Sometimes the data you see in your CRM system doesn't match what you see inside of Marketo. This document will show you the common reasons to help troubleshoot where the problem could be coming from. What Causes Data Mismatch The vast majority of data mismatches result from sync backlogs, so much of this doc will go over sync backlogs. However, since there are a number of other ways this can happen, here are the most common ones to watch out for: Sync delays from backlog Incorrect set up of campaigns to add leads to SFDC Campaigns Sync user permissions Field Value Validation Field Type Validation Sync Delays from Backlog Whenever an update is made to a record, it generates a System Modification Time Stamp, referred to as a SysModStamp. The creation of a SysModStamp on a field that is visible to the sync user will queue the record to be resynced. Whether the update is made on the Marketo side or on the CRM side, it will trigger the record to be resynced to update the information on the other end through the regular Marketo to CRM sync cycle. When large numbers of updates are made like from a field value changing, then large numbers of records are altered, causing new SysModStamps on those records. This in turn results in large numbers of lead record updates that need to be resynced between Marketo and your CRM. The sync of leads flows at the rate of approximately 10,000 records per hour. If you've updated 10,000 records at once, you can expect the sync of that data to take roughly an hour to complete. If you've updated 20,000 records at once, you can expect the sync of that data to take roughly two hours to complete, and so on. Thousands of updates are synced over in just one API call as opposed to making a single API call for each individual update. Updates synced between Marketo and your CRM through the sync cycle occur in batches—large groups of updates made all at once to allow the data to be transferred more efficiently. That means 10,000 updates to the Lead Object, 10,000 updates to the Contact Object, then 10,000 updates to the Account Object, all within one sync cycle. The sync cycle won’t let one Object dominate an entire sync cycle with large numbers of updates. Any updates over 10,000 will wait until the next sync cycle. Checking for the backlog Long sync cycles are an indication that there are a lot of updates being made. To check when did the last sync happened 1. Go to Admin 2. Go to integration for your CRM (e.g. Salesforce) in the tree on left 3. Go to the top right corner to see the information of Last Synced. Compare the time shown there to the current time. If it's a long time difference, you've probably got a significant backlog of updates waiting to sync. How do you fix it? Stop making more updates. Once the records are queued up to sync between Marketo and your CRM, there's no way to cut it off and stop it from going through the sync. The data will sync through, but essentially you'll have to just wait for it. If you can stop making continued updates until after the backlog has cleared, you'll be helping it to clear faster. Campaign to add leads to SFDC Campaign set up incorrectly There can also be cases when you are pushing leads to SFDC Campaigns via Marketo Programs or Smart Campaigns. If you have a flow action where you enter an incorrect campaign name or the corresponding status, the leads flowing through this campaign will have issues while syncing. If you've synced the lead from Marketo to the SFDC Campaign but accidentally synced it to the wrong one, you'll have a data mismatch there. Ensure that you have the campaigns with correct names and statuses Sync user permissions Sometimes a lead won’t sync to CRM because the SFDC sync user doesn’t has permissions enabled to allow the Marketo sync user access to it. Ask your CRM Admin to update the permissions so as to allow Marketo sync user access to the record. Field Value Validation If there’s a validation in your CRM on certain fields, and the field value in Marketo doesn’t qualify for the validation, the lead would not sync.You'll see "FIELD_CUSTOM_VALIDATION_EXCEPTION" error messages, which are your indication that this is where the problems are coming from. For example: Let’s say there’s a validation in Salesforce to accept on “CA” as a value for the field “Country”, and Marketo field has it’s value as “Canada”. The lead would not sync to SFDC. To resolve this, ensure that field value aligns with the validation in SFDC. Field Type Validation Field types must be compatible between Marketo and Salesforce. If the field types are different in Marketo vs CRM, it won't be able to sync properly. For example: If the field in SFDC has the type of “Float” and field in Marketo is “Score”, then they aren't compatible and won’t sync. To resolve, ensure that the fields have similar or compatible types in Marketo and CRM

Issue Clicking "Automatically copy over from HTML" or "Copy from HTML" in the Email Editor fails to copy the contents over to the Text Only version of the email. Solution This can occur if there are no editable sections in the email asset. By default, Marketo automatically copies the text content of any Rich Text element that’s in your email over to the Text version. Marketo defines a Rich Text element inside of an email template as a section using either mktEditable or mktoText classes. If the email's HTML does not contain either class, then no content would automatically be copied over. Here is additional documentation related to Email Text Versions: https://experienceleague.adobe.com/docs/marketo/using/product-docs/email-marketing/general/creating-an-email/edit-the-text-version-of-an-email.html?lang=en A quick workaround would be to manually copy and paste the content you wish in the Text Version, and in the future build/use templates to make emails with editable sections.

Marketo has developed email templates that have been tested in over 40 email clients. It is important to ensure that your emails will look good no matter where you send them. Additionally, these emails have been crafted to reduce spam scores and increase deliverability. Feel free to use these templates. They have all the markup you need to get started right away. Curved Paper Curved Paper with Sidebar Round Corners Round Corners with Sidebar To customize the style: Copy the email template to any text editor. Replace #312B7B with your corporate color. Download TrayColor if you need a tool to get the color from your website. Replace the Logo with your own logo (search for "logo" in the source). If you upload an image to Marketo for this purpose, make sure to use the full URL. Replace the Title at the top Replace the Contact Info in the footer at the bottom Optional -- change the sidebar width (search for "250px")* Paste back into the Marketo Email Template and Preview. Everything should be ready to go. *The Curved Paper with Sidebar will not render correctly if you change the sidebar width.

Question: My campaign seems to be delayed, what is going on? Answer: You may have multiple campaigns running and some of them are queued. You can use the Campaign Queue to get an overview of all running and queued campaigns in your instance of Marketo. If there is a campaign backlog you can check the priority of the delayed campaigns and the campaigns at the front of the campaign queue. High priority campaigns will always move to the front of the line, followed by medium priority and low priority campaigns. If there are too many high priority or medium priority campaigns running then you may see a longer delay with low priority campaigns since they will always move to the back of the queue. You may want to consider overriding the campaign priority of non urgent campaigns that are set to high priority to reduce the priority and make room for lower priority campaigns to run. It is not recommended to set a large number of campaigns to high priority as this does not improve the processing time of the campaigns, only the order in which they are run.

Using URL parameters are an important way to organize your web analytics and tracking. With Marketo Web Personalization, when a web visitor clicks on a personalized Web Campaign we add a parameter to the URL. This parameter is "?iesrc=ctr". Having this parameter allows you to report on your web analytics to see and compare all the clicks on Web Personalization campaigns and overall performance of your personalization strategy. The Marketo Predictive Content application also includes a URL parameter every time a visitor clicks on predictive content (from the bar, rich media or email). The URL parameter used here is "?iesrc=rcmd". You can also add your own UTM parameters to the URL link you have in your Web Personalization Campaign or your Predictive Content piece. The most common URL parameter tools we see customers using is the Google Analytics tool. In their words "This tool allows you to easily add campaign parameters to URLs so you can track Custom Campaigns in Google Analytics. See: Campaign URL Builder — Google Analytics Demos & Tools". Make sure to follow the best practices: Best Practices for creating Custom Campaigns - Analytics Help

Your CSV exports with special characters (like foreign languages) may look funny when you open them in Excel. This is due to a known problem in Excel; it does not correctly handle those characters if you open the CSV directly. First, try these instructions to export your CSV file in Excel 2007 format: Export a list If that export is formatted incorrectly, try the following: Create a new Excel spreadsheet Open the Import External Data feature: in Excel 2003 or earlier. open the Data menu, pick Import External Data, then pick Import Data in Excel 2007, open the Data tab and pick From Text Pick the file you want to import. The data import wizard will open In the dialog, select Delimited, then under File Origin pick "Unicode (UTF-8)" then click Next Select Comma and uncheck the other options. Click Next. Click Finish Follow the remaining steps and place the imported data in your spreadsheet Your data should now look correct.

Issue After setting up visibility rules on a form, you are not seeing the dynamic values for the field when you are testing the form. Solution The most likely reason that the dynamic values are not displaying is because of a discrepancy between the visibility rules and the field values. The value for the visibility rule must match the field values. Example: A common example of this is Country/State dynamic visibility. Based on the Country selected, the State field will show with dynamic values. So say that on the form, there are 50 values for the State field and there are also specific values under the visibility rules that are associated with the Country selection. It is likely that the values in the visibility rules do not match up with these 50 field values. If you select US and the dynamic values are the full State names, such as California, but the value in the State field is CA, the visibility rules will be attempting to display a value that does not exist. The solution is to either change the visibility rules' values, or change the field values, so that the values match.

Issue When you go to schedule a Smart Campaign, the Status tab says it is "set to affect about N/A people" instead of showing the actual number of leads that should go through the campaign. Solution There are two probable causes for this There is an error in the Smart List. If the Smart List references another nested Smart List, the error may be in the secondary Smart List, so you may need to drill down when you check this. The Smart Campaign has a Smart List in it with the same name. For example, if the Smart Campaign were named "EMEA Networking" but it also contained a Smart List named "EMEA Networking", it would cause the list processor to give this error. Making one of the names slightly different - "EMEA Networking Smart List" - should resolve this issue. If you have tried both options and are still unable to get the affected leads count to resolve, please contact Marketo Support with the results of the above troubleshooting and we will investigate further.

NOTE: To secure your Marketo landing pages requires either Marketo SSL for Landing Pages (obsolete service) or Secured Domains for Landing Pages. Please contact your Marketo Customer Success Manager for more information or to purchase. If you have already secured your Marketo landing pages with Secured Domains for Landing Pages and now need to add additional subdomains to be served securely, please follow the steps below: Step 1. Create your new subdomains (CNAMEs and Domain Aliases) Step 2. Submit a support case to secure your new subdomain STEP 3: Create New Landing Pages Step 1. Create your new subdomains (CNAMEs and Domain Aliases) To secure a new subdomain, please create the CNAME(s) and domain alias(es) in your instance. For more information on this, please see: Add Additional Landing Page CNAMEs. Step 2. Submit a support case to secure your new subdomain Once you’ve created the new subdomain (CNAME and domain alias), please click the link below to create a support case. OPEN A NEW SUPPORT CASE Marketo login required. Select Case Type - "Help me setup/create" Select Case Issue - "System Configuration" If you have multiple instances, please provide us with the Munchkin Code (Found in Admin > Munchkin) of the instance that is ready. Format ###-XXX-###. Marketo will have any additional certificate(s) generated and loaded to cover the new subdomain(s). This step may take up to 3-business days. Marketo will contact you when this step has been completed. STEP 3: Create New Landing Pages Once you receive confirmation that the subdomain has been added, you can now create new HTTPS landing pages. Please be sure all images, JavaScript files and other external links in your landing pages are HTTPS. If you previously created landing pages, please review each of these and update all references to HTTPS. Please contact Marketo Support with any issues you may encounter. If you purchased the SSL for Landing Pages service, you may need to upgrade to Secured Domains for Landing Pages, our new solution to secure landing pages. Please contact your Marketo Customer Success Manager to add Secured Domains for Landing Pages to you subscription. Please note, with this upgrade, Marketo will provide the required certificate(s) and manage their ongoing approval.

Your ticket to ongoing learning! Get the training you need, when you need it. With a Marketo Learning Passport you’ll get unlimited admission to our entire catalog of classroom and instructor-led virtual training courses as well as exclusive access to our growing library of premium learning content. When it comes to advancing your digital marketing knowledge and Marketo skill-set, the Marketo Learning Passport is you all-access pass to ongoing learning. LEARNING PASSPORT GIVES YOU UNLIMITED ACCESS TO: • Live instructor-led virtual training courses • Live classroom courses delivered at Marketo Training sites • On-demand recorded training • Marketo’s entire eLearning library • Marketo Expert Series webinars • Skills assessment tools • Exclusive discussion groups Is this article helpful ? YesNo PASSPORT BENEFITS Convenient Learn from anywhere in the world, at any time Cost Effective Pay a fixed price no matter how many courses you take Complete Access Marketo’s entire University curriculum from beginner to advanced techniques Want to add a Learning Passport to your subscription? REQUEST CONTACT. Download the attached Learning Passport Datasheet for more information.

Issue Links placed into emails by a token are not being tracked and do not show successful click activity in the lead/person record. Solution When Marketo sends emails, you can think of building the email in 2 steps: Marketo searches the email code for "http" or "https" and wraps the tracking code around the URL Marketo inserts the values of {{tokens}} into the email. If the {{token}} value is www.domain.com, that would be expected to not track because of the above 2 steps. After the {{token}} value is inserted, Marketo does not go back to wrap tracking code around http/https. The {{token}} doesn't look like a URL when the system applies the tracking code because the tokens don't pull the values in until the next step after. The solution to tracking tokens is to place or on the outside of the token, like such: {{token}} That way, when Marketo builds the email, in step #1, the system recognizes the http and knows it's a URL. Then the tracking is wrapped around the http and the {{token}} as well. Then in step #2, the {{token}} value is inserted into an already-wrapped link. Keep in mind is that if the {{token}} value contains http, but http is on the outside of the {{token}}, the link will break. Let's say the URL you want to insert is www.domain.com. You have to move the out in front of the {{token}}, but you don't want to also have it inside the {{token}} as well or your link ends up being http://www.domain.com. To get around this, you'll need to remember to take the out of the {{token}} value. {{www.domain.com}} would instead be {{www.domain.com}}

Issue In Salesforce on the Account level for Marketo Sales Insight, it does not show all the activities of the associated contacts. Solution Marketo Sales Insight only shows certain activities depending on how recently they occurred on the account level. Interesting moments: last 60 days Web Visit: last 3 days Score Change: last 30 days Email: Everything If you wanted to check activities past these dates you would need to go to the contact level and check the history there. The reason behind this is because at scale if there were 100s of contacts under one account and all contacts are active and creating activities it would be difficult to sift through the activities and may cause performance issues due to the sheer amount of data being displayed which is why this limitation is in place.

Issue Description Admin > Sales Insight > Licensed Seats displays the number of seats used in the last 30 days. How is this calculated? Issue Resolution The number of seats used is calculated by the number of unique SFDC users that have loaded either the Sales Insight panel on a Lead/Contact/Account/Opportunity page layout or accessed the Marketo tab in the past 30 days. Who This Solution Applies To Customers with Sales Insight for Salesforce Is this article helpful ? YesNo

If you sent an email from the Lead Database (as a Single Flow Action), as part of a campaign, or as a test email but didn't receive it, here are some tips. Check the "From:" address When sending a test message, make sure to check the "From:" address setting on your message. To do this, go to the Email Settings tab of the email editor. In the "From:" field, make sure that you either have a single valid email address, or a valid email address as the default, if you are using a token. Many people want to send their messages from the lead owner. When you use the send test feature, the email address you are sending to doesn't have a full lead record, and so it doesn't have a lead owner. Since Marketo cannot send an email with no "From:" address, test messages without a valid email address in the "From:" field will not send. Send as a Lead If you have verified that the email had a valid From: address and you still aren't getting it, make sure to create yourself as a lead and send using a flow action. See if the mail was sent If you sent the email as part of a campaign or Single Flow Action, check the campaign's Results tab or your lead detail page to see if that mail was already sent to you. If it hasn't been sent yet, try waiting a little while longer. Check your Junk Mail In your email client, check your Junk Mail or Spam folder to see if the mail landed there. If it did, you should change the content of your email. Check your corporate spam filter Your corporate mail server may have blocked emails from Marketo; you should contact your IT department to see if this is the case. Please see our instructions for whitelisting Marketo's email servers: Add Marketo to Your Corporate Email Whitelist Try sending to a different recipient If you sent the original mail to your corporate account, try sending to a personal account on Yahoo or Gmail. If you sent it to a personal account, try your corporate mail account. Use Marketo's Email Deliverability product The Email Deliverability PowerPack, with Design Informant and Inbox Informant, can warn you when your mail is being rejected because of its content and help you identify junk mail pitfalls. Also, using Domain Keys and SPF improve the chances of your email landing in your leads' inboxes. Contact Marketo If you still can't figure out what happened contact Marketo to see if we can help.

Issue Data in Email Performance Report does not match with data in Email Insights Solution Email Insights does not update in real time and can take up to 24 hours to reflect data. Check if the email is an Operational email, sent via a batch campaign or Trigger campaign. In Email insights, by default, the email communications only show Batch campaign and not Operational Emails or email sent by Trigger campaign. To show operational email and emails sent by Trigger campaign, Click on the Gear icon on the top right corner Select Personal Check Email communication to include Operational Emails and Trigger. This will display the data as per your Email Performance Report. If there are discrepancies even after changing the settings, create a support ticket as a data back-fill may need to be performed.

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

Top Blocklists - What You Need to Know

Expired Password on Salesforce Sync User

Embedded Forms Load Slowly on External Web Pages

Backward Progression Status

Adding a Date Picker to a Form

Troubleshooting: Data in CRM doesn't match what is in Marketo

HTML Email Not Copying Over to Text Only Version in Editor

Sample Email Templates

Is My Campaign Running?

URL Parameters with Web Personalization and Predictive Content

My CSV Export has Characters That Don't Display in Excel

Visibility Rules Field Values Are Not Displaying on the Form

Smart Campaign Status: Set to Affect Around N/A Existing People

Setting Up Secured Domains for Marketo Landing Pages - ADDING NEW SUBDOMAIN

Marketo Learning Passport

Tokenized Links in Email Not Being Tracked

Using Tokens in Smart Campaigns

Marketo Sales Insight - Account Level Limits

How 'seats used' is calculated for SFDC Sales Insight

I Didn't Receive a Sample Email that I Sent

Discrepancies between Email Performance Report and Email Insights