蜜豆视频

Setup Steps setup-steps

Welcome to 蜜豆视频 Marketo Engage!

Before you dive in, there are a few steps you need to complete.

These steps include:

  • Branding your Landing Page URLs and email links to improve trust and deliverability
  • Configuring protocols for Marketo Engage
  • Syncing your CRM
  • Adding tracking code to your corporate website
NOTE
You only need to do these steps if your company is new to Marketo. If not, the setup may already be done.

Some steps require help from your IT team.

Ensure Email Deliverability ensure-email-deliverability

NOTE
Are you a Launch Pack customer? You can skip this step. Your consultant will provide you with an IT setup instructions document during your kickoff call.

There are several measures you can take to ensure that the emails reach as many of your people as possible.

  • Brand your tracking links. You can choose a CNAME to use your own domain (instead of Marketo鈥檚) in the links you include in emails from Marketo. This reinforces your domain branding and increases trust and deliverability with your recipients.
  • Add Marketo to your corporate email allowlist. It is a common best practice to send test emails to your test accounts before sending emails to actual people. By allowlisting Marketo, you can prevent those test emails from being blocked or flagged as spam.
  • Set up SPF and DKIM. These technologies assure your recipients that your Marketo emails are not spam. To help prevent recipients鈥 spam filters from rejecting you Marketo emails, follow these steps to Setup a SPF and DKIM for Your Email Deliverability.
  • Set up an MX record for your domain. An MX record allows you to receive mail to the domain that you are sending email from to process replies and auto responders. If you鈥檙e sending from your corporate domain, you likely already have this configured. If not, you can usually set up to map to your corporate domain鈥檚 MX record.
  • Recommended Settings for the From Address. You must use a valid, existing and working email domain in the From Address in all email campaigns. It may be beneficial to configure a subdomain of your corporate domain rather than sending from your corporate domain. This will ensure issues from your corporate mailstream do not impact your Marketo mailstream and vice versa. Furthermore, sending mail from something@nonexistentdomain.com will cause email to be filtered or blocked. Any domain used in the sender鈥檚 From Address must have a valid and working postmaster@ and abuse@ account.

If you鈥檙e using Google Apps to host your corporate email, you won鈥檛 be able to create abuse@ or postmaster@ emails under your domain. To get around this, you need to create groups named 鈥渁buse鈥 and 鈥減ostmaster鈥. Users that are members of these groups will receive emails sent to those addresses (e.g., postmaster@domain.com). Detailed instructions for creating groups can be found .

Choose a CNAME for email tracking links (choose one that is different from the landing page CNAME you chose in Step 3). Some examples:

  • go2.[CompanyDomain].com
  • em.[CompanyDomain].com
  • wow.[CompanyDomain].com

The first part is the email tracking CNAME, [EmailTrackingCNAME]. You will need to give it to IT.

CAUTION
Email and Landing Page CNAMEs must be different. Also, avoid CNAMEs like 鈥榯rack鈥 or 鈥榣ink.鈥 It is often flagged as spam

To find your Marketo tracking link, go to the Admin area.

Click Email.

Copy the Tracking Link from your email settings.

The Tracking Link is in the form: mkto-[a-z][4 digits].com.

This is your [MktoTrackingLink]. Save it. You鈥檒l need to give it to IT in Step 5.

Collect 鈥淔rom鈥 domains. Make a list of all the 鈥淔rom鈥 domains (as in, [Sender]@[FromDomain].com) that you plan to use for sending emails from Marketo. For most, there is just one.

For example, 鈥榤arketo.com,鈥 鈥榠nfo.marketo.com,鈥. These are [FromDomain1],[FromDomain2], etc. Save them. You鈥檒l need to give them to IT in Step 5.

You now have all the information you need to send your request to IT!

Customize Your Landing Page URLs with a CNAME customize-your-landing-page-urls-with-a-cname

NOTE
Are you a Launch Pack customer? You can skip this step. Your consultant will provide you with an IT setup instructions document during your kickoff call.
NOTE
Admin Permissions Required

Choose a CNAME for your landing pages. Some examples:

* **go**.[CompanyDomain].com
* **www2**.[CompanyDomain].com
* **lp**.[CompanyDomain].com
TIP
Keep it short! Shorter URLs are easier to remember. We suggest 鈥済o鈥 as the domain.

The first part (in bold) is the [LandingPageCNAME]. You鈥檒l need it in Step 5.

To retrieve the Munchkin ID that you鈥檒l be replacing with your landing page CNAME, go to the Admin area.

Click My Account.

Copy the Account String from landing page settings.

This is the [Munchkin ID]. Save it. You鈥檒l need to give it to IT in Step 5.

Configure your domain settings so landing pages use your company鈥檚 domain instead of Marketo鈥檚 (where they are hosted).

Ask IT to Configure Protocols ask-it-to-configure-protocols

NOTE
Are you a Launch Pack customer? You can skip this step. Your consultant will provide you with an IT setup instructions document during your kickoff call.

Once you have collected all the necessary information, you鈥檙e ready to send a request to IT. You can use the text below as a template, replacing the bold text with your own information.

Include a link to this article.

Paste this text into the email, and replace the bolded placeholders:

NOTE
See Steps 3 and 4 above to determine the text to replace the placeholders. Remember that [LandingPageCNAME] and [EmailTrackingCNAME] must be different.

----------------------------------------------

Dear IT Administrator,

Our Marketing Team is now using the Marketo platform to communicate with our people. To ensure great email deliverability, we need to make the following changes:

1) For our landing pages, add a DNS Entry (CNAME) for [LandingPageCNAME].[CompanyDomain].com, pointing to [Munchkin ID].mktoweb.com.

2) For our tracking links in email, add a DNS Entry (CNAME) for [EmailTrackingCNAME].[CompanyDomain].com, pointing to [MktoTrackingLink].

3) Allowlist Marketo.

* If we use IP addresses in our Email Allowlist, add the IPs listed below:
  199.15.212.0/22

  192.28.144.0/20

  192.28.160.0/19

  185.28.196.0/22

  130.248.172.0/24

  130.248.173.0/24

  103.237.104.0/22

  94.236.119.0/26
NOTE
Reach out to Marketo Support if you鈥檇 like an abbreviated list of IPs to allowlist specific to your environment.
* If our anti-spam system uses From domains, add these:

[FromDomain1]
[FromDomain2]

4) We need to set up SPF and DKIM so Marketo is authorized to send signed emails on our behalf.

a. To set up SPF, please add following line to our DNS entries:

IN TXT [From Domain]: v=spf1 mx ip4:[Corporate IP(s)]

include: mktomail.com ~all

If we already have an existing SPF record in our DNS entry, simply add the following to it:

include:mktomail.com

[Replace From Domain with your Email From Domain (ex: company.com) and CorpIP with the IP address of your corporate email server (ex: 255.255.255.255). If you are going to be sending email from multiple domains through Marketo, you should have your IT staff add this line for each domain (on one line).]

b. For DKIM, please create DNS Resource Records for each domain we鈥檇 like to setup. Below are the Host Records and TXT Values for each domain we鈥檒l be signing for:

[DKIMDomain1]: Host Record is [HostRecord1] and the TXT Value is [TXTValue1].

[DKIMDomain2]: Host Record is [HostRecord2] and the TXT Value is [TXTValue2].

[Copy the HostRecord and TXTValue for each DKIMDomain you鈥檝e setup after following the instructions here. Don鈥檛 forget to verify each domain in Admin > Email > DKIM after your IT staff has completed this step.]

5) We need to ensure there is a valid MX record for our FROM domains [FromDomain1], [FromDomain2], etc. Can you confirm? If not, please configure to map to our corporate domain MX record. This will ensure we can process replies/autoresponders to our Marketo mailings.

Let me know when you have completed these steps, so that I can complete the setup process with Marketo.

Thank you! You鈥檙e the best!

Regards,

[Your Name]

----------------------------------------------

Send the email to IT. We understand it can take some time for IT to complete these tasks. You can continue on to the next step, but remember that you must return to this step to complete your Marketo Engage setup.

Complete Your Marketo Setup After IT Finishes complete-your-marketo-setup-after-it-finishes

Once IT has completed their tasks, follow these steps to add your landing page and email CNAMEs, and to activate DKIM signing.

Go to the Admin area to Add Your Landing Page CNAME

Select Landing Pages and click Edit in the Settings area.

Enter your new domain name in the field Domain Name for Landing Pages. This should be in the form:

[LandingPageCNAME].[CompanyDomain].com

In the Fallback page field, enter the URL you want people to go to if a landing page is unavailable. You can use your company home page if you do not have a fallback page. In the Homepage field, enter your company website.

In the Admin area, select Email to Add your Email CNAME

Scroll down to Branding Domains. Select your domain and click Edit.

In the Domain field, enter your email tracking domain. This should be in the form:

[EmailTrackingCNAME].[CompanyDomain].com. Click Save.

Integrate Your CRM integrate-your-crm

This is probably the most exciting part of your setup. It鈥檚 time to fill up Marketo with all those leads and contacts you have stored in your CRM!

Choose from the following, depending on the CRM your company uses.

Add Tracking Code to Your Website add-tracking-code-to-your-website

NOTE
Are you a Launch Pack customer? You can skip this step. Your consultant will provide you with Munchkin code instructions in your IT setup instructions document.

Marketo Engage has custom tracking JavaScript (called Munchkin) that you can use to track person activities on any web page. Munchkin is required to integrate your website into Marketo. Follow these steps to Add Munchkin Tracking Code to Your Website.

NOTE
Experience with HTML is required to add the tracking code.

Performance Expectations performance-expectations

What can you expect in terms of performance from Marketo? It can vary, depending on the size and complexity of your marketing campaigns. But you can expect performance levels on par with what鈥檚 outlined in the 鈥淪tandard鈥 column in several of the tables found in the . The 鈥淧erformance鈥 and 鈥淧erformance Plus鈥 columns refer to performance tier packages that provide .

recommendation-more-help
94ec3174-1d6c-4f51-822d-5424bedeecac