10 Marketo Tricks You Might Not Know About

In:

Even though I’ve been using Marketo for 5+ years, I still find features that make me think how did I not know that? Here are some Marketo tricks that aren’t widely known including navigation shortcuts, the campaign inspector, email scripting and generating draft preview URLs.

1. The navigation shortcuts

Marketo has navigation shortcuts you can use to switch between different parts of the application. Here’s a list of available shortcuts:

  • Alt + D = Design Studio
  • Alt + L = Lead Database
  • Alt + M = Marketing Activities

2. The Campaign Inspector

Not sure what smart campaign is triggering a sync to Salesforce? Or what campaign is triggering a field update? The campaign inspector allows you to search all your smart campaigns by name, triggers, filters or flow steps.

How to enable the campaign inspector

The campaign inspector is disabled by default. To enable this in your Marketo instance, go to Admin > Tresure Chest > Campaign Inspector

marketo-campaign-inspector

3. Turning off the paragraph tags

If you work with the email editor a lot you may notice that Marketo always injects paragraph (<p>) tags into the HTML which can cause spacing issues in most email templates. This can be turned off or be replaced by another element within the admin section of Marketo under Email > Edit Text Editor Settings.

email-editor-settings-paragraph-tags

4. More form functionality using the Forms 2.0 API

Using the Forms 2.0 javascript API allows you to have additional functionality for your Marketo forms. Some ways you can use the API include:

  • Hiding the form after a submission (not redirecting to a thank you page)
  • Showing the form on click or on page load
  • Dynamic thank you page loading
  • Custom validation rules

5. Email Scripting

Email scripting in Marketo allows you to apply advanced logic to your Marketo emails that can’t be done with snippets or dynamic content. Here are 4 examples of how you can using email scripting within your Marketo emails.

6. The unsubscribe variable tag

The system unsubscribe link (configured in the admin section) in Marketo is always added to the very bottom of every email, but if you want the unsubscribe to be styled differently for a particular email or if you want to place it in a different spot (maybe in your standard email footer?). You can place the unsubscribe token {{system.unsubscribeLink}} in your email and it will remove the standard unsubscribe from the bottom of the email.

7. The fallback page

When your Marketo instance is first set up, a fall-back page is configured in case a link to a Marketo landing page doesn’t exist anymore. Most admins set it up to redirect to the company’s homepage, but that doesn’t give you visibility into which landing pages might be broken. The trick is to add a parameter to the end of the fallback URL to be able to track and investigate potential broken landing pages within your Marketo instance.

Example Fallback URL

https://jennamolby.com?source=marketo-fallback-page

Example Smart Campaign

marketo-fallback-page-notification-list

marketo-fallback-page-notification-flow

8. The preview URL generator

Share the DRAFT version of a Marketo landing page to someone who doesn’t have access to Marketo by generating a preview URL. Preview URLs can be configured under Landing page actions > URL Tools > Generate Preview URL

generate-preview-url-marketo

9. Disabling Munchkin Tracking Code

If you don’t want visitors to get tracked when they visit a page or fill out a form (i.e. a lead capture form at a trade show), you can disable munchkin tracking in the landing page template that contains the form.

marketo-disable-munchkin-tracking

10. Adding a honeypot field to stop form spam

Stop spam bots from filling out your Marketo forms without using a captcha by using the honeypot technique.
View the tutorial →

What are your favourite Marketo tricks?

Share them with me via email, send me a tweet @jennamolby, or leave a comment

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5 comment(s)
  • Bjørn E.

    01/02/2019 at 5:22 am
    Reply

    Hi Jenna, Thanks for all the great tips. the tutorial for "tip no.10" is broken. I'd be interested in view that post, could you direct me to the right place? I was also wondering if you had any tips for pdfs to automatically download once a form has been filled out. Thanks!

  • sureshot

    06/08/2018 at 5:09 am
    Reply

    awesome site and posts thanks

  • Sara

    12/10/2017 at 4:01 am
    Reply

    Hi Jenna - I'll need a pdf to auto download when someone fills out a marketo form and hits submit. Is there a way?

    • Jenna Molby
      to Sara

      12/10/2017 at 12:47 pm
      Reply

      Hi Sara, the easiest way to do this would be to use the PDF URL as the 'thank you' page URL in your Marketo form settings.

  • Courtney McAra

    16/12/2016 at 10:41 am
    Reply

    Great post Jenna. A friend shared your blog with me and I"m not a subscriber. Would love to meet you in person at Summit! :)

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Welcome to my blog, where I share, tips, tricks, thoughts and solutions that I learn in my daily life as a sales and marketing professional.

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