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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.
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This article covers advanced concepts when designing your campaign flows.  You need to be familiar with Smart Campaigns before reading this article: Building smart campaigns Auto-responder Priority If you have a campaign that sends an email following a form fillout, you should make sure that theSend Email flow step comes first.  You can put other flow steps after that. People who complete a form expect a quick email response.  If you put the Send Email first, Marketo will assume this is an auto-responder campaign and thus needs to be prioritized higher. If you put the Send Email step later in the flow, your campaign may be prioritized lower causing the email response to be delayed. Add Choice The Add Choice option in a flow step lets you execute flow steps based on a specific condition. Say you're building a scoring campaign based on the lead's job title -- 10 points for a CEO, 8 for a VP, 6 for Director, and so on.  Instead of building a separate campaign for each title, you can use Add Choice to put this in one flow step. Create a new campaign called "Job Title Scoring."  In the Smart List, trigger the campaing to launch when the Job Title changes: Open the Flow tab and drag in the Change Score step.  Then click the Add Choice button.  This adds a "Choice 1" and "Default Choice" to the flow step. In the "If:" part of the choice, you can pick which field should be checked for what value(s).  In the example below, the lead's Job Title field will be checked to see if it matches CEO.  If so, the lead will get +10 points.  Otherwise, the default choice will run -- no score change. Click Add Choice again to add a second choice and set it up to add 8 points if the lead has "VP" in the title.  When there are multiple choices in a flow step, only the first matching choice is executed.  If no choices match, the default choice will be executed. Add the remaining flow steps.  Below, you can see how it might look like.  If you ever want to get rid of a choice, click the red X to the right of that choice.
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Emails sent with the Send and Track button in the Marketo Outlook Add-in are tracked like emails sent through the Marketo web interface with a few caveats. Tracking multiple recipients If you Send and Track an email with multiple recipients, Marketo will log all click and open activities to the first recipient in the To... field.  Activity done by other email recipients will appear in the first recipient's activity log. New leads versus existing leads When you Send and Track an email and the recipient doesn't exist in Marketo, a new lead will automatically be created. Marketo will do its best to identify the name and company of the lead from the email. When that's not possible, "mktUnknown" will appear in those fields. (Some CRMs will reject leads without a last or company name.) See this article for more: Send and Track an Email with the Email Add-In for Outlook - Marketo Docs - Product Docs When you Send and Track an email to a lead that already exists in Marketo, the email activity will be appended to that lead's activity log. Tracking email sends When you Send and Track an email, the add-in informs Marketo about who sent the email, who it was sent to, and what it contained (subject and body text). This shows up in a user's activity log as a Send Sales Email event. Tracking email opens Emails sent via Send and Track include an invisible image embedded by the add-in; when the email is opened, the email client retrieves the image from our webserver, and an Open Sales Email event is added to that lead's activity log. Email open counts may not always be accurate. Some email clients block images which prevents tracking email opens. Also, some open counts may be inflated because a recipient may browse through their emails; each email view, however long or short, is counted as an open event. Decorating links When you Send and Track an email, each link in the email is wrapped so that Marketo is informed when a recipient clicks any of those links. These clicks appear as Click Sales Email events in the lead's activity log. Clicking a link also cookies the recipient's browser so his web activity on your Munchkin-enabled pages is tracked by Marketo.          
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In the activity log, there is a Data Value Change activity for Unsubscribed from false to true. After I double click the activity, the detail page of the activity opens up. In it, for the Reason of this change, it has, "System flow action sysActionChangeDataValue". What does this mean ? This is the result of an automated process known as Durable Unsubscribe. Marketo changed this record when it detected the same change within another record (duplicate) using the same email address. The system will not all one unsubscribed record and the rest of the duplicate records using the same email address set to subscribed. Marketo will make the same adjustment to the rest of the records that are using the same email address as the first record it finds with that email address. This change can go either way From True to False or False to True. For more info, please see this article.
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Issue You need to locate the Munchkin ID for a specific Marketo instance. Solution What is a Munchkin ID? Marketo's custom JavaScript tracking code, called Munchkin, tracks all individuals who visit your website so you can react to their visits with automated marketing campaigns. Even anonymous visitors are tracked along with their IP addresses and other information. The Munchkin ID is the unique identifier for a specific Marketo instance and insures tracked activity goes to the correct instance.   How to find your Munchkin ID   1. Log into the specific Marketo Instance you need the Munchkin ID for. You can verify the instance name by checking the listing in the top left of your browser. This is a article attached image   2. Go to Admin and click Munchkin in the tree on the left in the Integration section.   This is a article attached image   3. The Munchkin Account ID will be the first thing listed in the Tracking Code box.   This is a article attached image
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Occasionally, you may open a form that you have never filled out before and suddenly; the form is already pre-filled with someone else’s information.  This is a result of someone else’s decorated/tracked link being passed to you. There are essentially five ways this this behavior usually happens: If that lead decides to forward that email information, they are willingly sending an email meant for them to someone else. Marketo tracked emails are intended as direct to lead only(forward to a friend is on the road map). The lead replies to a campaign with a sales rep that was in the from address and the sales rep clicks the link in the reply Fill-out form or click link took place on a computer other than what the lead owns, that computer will have that leads cookie. The Marketo user copies a link from an email already sent out(customer replies) that contains tracking on it and pasted it as a hyperlink in a new email, then used that email to send it to other leads. If the lead blogs about the decorated link. There are a few options on how to prevent this from happening: Commonly the issue pops up internally, where a lot of testing goes on, the remedy for this is to make sure you’re clearing browser cookies between tests. Don't copy links from email replies from customers into new Marketo emails. On campaigns that have promotional values like a free "iPad" consider removing the tracking for that link as it may be shared, to do this add a class to the link of "mktNoTrack". Additionally, you can Disable Prefill for a Form Field
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  Welcome to Marketo Support This guide provides individual links that covers the following topics: Marketo Support Policies Service Level Agreement How to Contact Marketo Support How to Submit a Case Tips on Effective Case Submission Managing Authorized Support Contacts (Support Admins) Managing Your Cases How to Escalate    
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Issue Description Consider a scenario where you wanted to setup a campaign flow in such a way that their program status needs to be changed as “Influenced” if they are currently not a member of that program and the default choice is “do nothing” as seen in the below screenshot. However, you will be able to see that for records who isn’t member of program is getting assigned with default choice and not with the choice 1. Issue Resolution The flow step will change the program status to influenced only if they are member of program and have the status anything apart from "No show", if not default choice will be selected. The flow-step will not add the lead to the program and then change the program status when "Add choice" is used in the "Change program status" flow step. If there inst a choice added as shown in the below image, then the person will also be made a member of the program if they weren't already. Who This Solution Applies To
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Here are directions for changing a one column form into a multi-column form. Set up your form To create a two column form, first you need to make some changes to the form that you're using.  First, you need to reorder your form fields.  The (visible) fields get divided into two columns by odds and evens -- odds in the first column and evens in the second column. If you want to arrange your fields like this: First Name Company Name Last Name Phone Number Email Address Then you need to order your form like this: First Name Company Name Last Name Phone Number Email Address Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Also while you're on the form, note the values for Label Width, Field Width, and Gutter Width in the Form Properties: Set up your landing page On your landing page, add the form to that page (if you haven't added it already).  Make sure you leave enough space on the page so that the form looks correct once it's laid out in two columns.  The two column form will take half the height and twice the width of the single column form. Next, drag in a Custom HTML box and add the following code.  It does two things: rearranges your form into two columns and (via Javascript) corrects the tab order of the form fields. In the code below, you need to change the column width and form width to match your form.  You'll need the Label Width, Field Width, and Gutter Width from your form which you wrote down earlier: Column width (300px below) must be at least (Label Width + Field Width + Gutter Width + 46) Form width (700px below) must be at least (2 * Column width) <style type='text/css'> form.lpeRegForm li.mktField { float: left; width:300px; clear: none; height: 26px; } form.lpeRegForm ul { width:700px; } #mktFrmButtons { clear: both; } </style> Moving the error messages Depending on how you set up your form, the error messages that appear on each field may be in the wrong position. Use this CSS to move the error messages below the field. You may need to tweak the left or top amounts until it appears correct on your form. <style type="text/css"> span.mktFormMsg { left: 0px !important; top: 15px !important; } </style> Changing the tab order For a vertical tab order (as opposed to horizontal), add this javascript in that same Custom HTML block: <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript"> var $jQ = jQuery.noConflict(); $jQ(document).ready(function() { // fix the tab order $jQ('.mktInput :input').each(function(i) { if (i % 2) { $jQ(this).attr('tabIndex',30000+i); } else { $jQ(this).attr('tabIndex',i+1); } }); }); </script> That's all!  After you add that code, you should see that the form now is laid out in two columns: Adding section breaks To add multiple sections in your form, you need to know the IDs of the fields immediately before and after the break.  See this article for instructions on getting the field IDs: Setting or Getting a Form Field Value via Javascript on a Landing Page In this case, we'll add a break between email address ("#Email") and company name ("#Company").  Add this inside the $jQ(document).ready() javascript block: $jQ('#Company').parents('li').css('clear','both'); $jQ('#Email').parents('li').css('margin-bottom','20px'); When done, it will look like this. This section break may mess up your tab order.  Delete the javascript block that assigns the tab order ($jQ('.mktInput :input').each(...)) and use jQuery to assign them manually, It tabs in ascending order: $jQ('#FirstName').attr('tabIndex',1); $jQ('#Email').attr('tabIndex',2); $jQ('#LastName').attr('tabIndex',3); ... Download Attachments: Two column forms-JS.txt
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It's easy to add multiple images and files all at once. 1. Go to the Design Studio area. 2. Under New click Upload Image or File. 3. Select the folder where you want to store the images or files, then click Browse. The maximum size per file is 50MB 4. To add multiple images and files, browse to the correct folder on your computer, hold down Ctrl/Cmd and click on each file you want to add, and click Open 5. Expand the File Details to verify you selected the correct images, then click Upload. To remove any queued files before upload, click the x next to the file name. Marketo will scan all files before uploading; infected files will be skipped. 6. When the upload completes, click FINISH. 7. Your images are now available to use in campaign emails and landing pages. Good job; you've advanced to image guru! What's Next: Organize Images and Files Using Folders
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My Salesforce activities are not showing up in Marketo and when I go to the Admin section I see the following sync error:   soqlBatchQuery failed - INVALID_FIELD: CreatedDate, Description, Id, IsAllDayEvent, IsDeleted, OwnerId ^ ERROR at Row:1:Column:70 No such column 'IsAllDayEvent' on entity 'Event'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names. This is due to lack of permissions for the Marketo Sync User on the Salesforce side. Please have your Salesforce Administrator log into your instance of Salesforce and carry out the following steps: Log into Salesforce with Admin rights Click on your name drop-down and click on Setup In the left hand column, under App Setup, click on Customize Then click on Activities and then Event Fields Click on the All Day Event Field Label then "Set Field-Level Security" Here make sure to check the box under the Visible column for the Profile that the Marketo Sync User is associated to Click Save Once the above changes have been made on next sync we will begin pulling your Salesforce activities and once the next sync is over, the error message in the Marketo Admin section should go away. Is this article helpful ? YesNo
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While viewing a published landing page with a form, you can open it up directly in Marketo with this little tool. Note: This tool is not officially supported.      1. To install, go to marketo.com/tools/.      2. Drag Open LP -> MKTO onto your browser bookmarks bar. Tip: To show the browser bookmarks bar: Chrome: View > Always Show Bookmarks Bar Firefox: View > Toolbars > Bookmarks Toolbar      3. That's it. Just click the Open LP -> MKTO bookmark when viewing a published landing page with a form.      4. And you'll be taken to the landing page in Marketo.
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Issue Description Why does some emails do not appear as an 'Email Filter' option in an Email/Email Link Performance Report? docs.marketo.com/display/public/DOCS/Filter+Assets+in+an+Email+Report   Issue Resolution The reason why some emails do not appear as an 'Email Filter' option in an Email/Email Link Performance report is because the emails were used in an A/B test. Similar to the product behaviour illustrated below, when adding an A/B test, the selected email will not be directly selectable or appear as an Email Filter option in an Email/Email Link Performance report.   "When adding an A/B test, the selected email will no longer be available for use in any other program." docs.marketo.com/pages/releaseview.action?pageId=2359491   In order to report on the A/B test emails that do not appear in the Email Filter option, the parent program can be selected. Is this article helpful ? YesNo
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You may need to have multiple CNAMEs to brand your landing pages for different product lines or company divisions. We recommend that all CNAMEs be on the same domain since cookies do not travel across domains. A good example would be: product1.mycompany.com product2.mycompany.com product3.mycompany.com If you absolutely need the domains to be different that is fine, just keep in mind that you will have to run a tagging campaign to every single domain to ensure that all activity across all domains are being tracked under the same lead in Marketo. This would look something like this: go.mycompany1.com go.mycompany2.com go.mycompany3.com Before you begin adding multiple CNAMEs in Marketo your IT staff will need to create the CNAME records on your domain(s) DNS. See Customize Your Landing Page URLs With a CNAME to have your IT staff create the records and to set the first CNAME. Once that has been completed you can add your additional CNAMEs as Domain Aliases.   Go to Admin then click on Landing Pages. Click on New then New Domain Alias. Enter your Domain Alias and click on Use non-Marketo Landing Page if you want to set the default page to an external one. Enter your Default Page and click Create. Nice job! Now all your Marketo landing pages can be pulled up from two different URLs, in this example: product1.mycompany.com/contact.html product2.mycompany.com/contact.html   Is this article helpful ? YesNo
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A tagging campaign is designed to entice your leads to click your emails.  Once they do that, you can track their future web activities.  You can also use it to scrub your mailing lists of leads who don't want to receive your marketing material. The hardest part is coming up with an offer that encourages them to click your email. What's in a tagging campaign? At a high level, you'll need: An email offering a prize for people who click Include a link to unsubscribe people to clean out your DB A thank you landing page for people who click through A smart campaign to send the emails mailing A smart campaign to handle the unsubscribe clicks   As leads click through the email, they get cookied so that all their subsequent web activity is tracked (whether they enter or unsubscribe).  Include the unsubscribe link so you can get uninterested leads off your mailing lists. The campaign is quick to set up, fun for your recipients, and great for you to identify anonymous leads. Pick a hook First, choose an offer that will compel people to click a link in your email.  Some examples of offers that get high click-through rates include: Prize Only Example: "Hi, we are giving away a free iPod.  Click here to enter to win!..." Charitable donation Example: "We'll donate $1 to Habitat for Humanity for each recipient who clicks this link." Cleaning up DB Example: "Hi, we are cleaning up our DB.  If you want to receive updates from us, click here.  Otherwise, click no thanks."  (Either one they click is a cookied customer)   Best Practice: It is more important to have a cookied customer than one who is subscribed to receive marketing emails. Create the assets You'll need to create and approve a few Design Studio items to make this work: Email: use the hook you picked in the first step Landing Page: a Thank You page relevant to your offer Prize: "Thank you for entering!" -- you don't even need an entry form! Cleaning up DB: One for, "thanks for your continued support." Another for, "we'll unsubscribe you immediately." Create the campaign(s) Pick any segment of your lead database to receive the email. Send Email Smart List: (pick any DB s segment) Flow: Send Email -- [your  email] You may need some other campaigns to handle your prize and unsubscription clicks.  For example: Prize -- create a static list called "Prize Entries" Smart List: Trigger on "Clicks link in email -- [your email]" constraint on Entry Link Flow: Add to List -- Prize Entries Cleaning up DB Smart List: Trigger on "Clicks link in email -- [your email]" constraint on Unsubscribe Link Flow: Change Data Value: Unsubscribed is True   That's all you need to do in Marketo. A week or two later, if you're giving away a prize, use the Random Sample filter to dig up a lead to receive the prize. Is this article helpful ? YesNo
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You can now build reports that show you A/B test data. Here we go! 1.   Launch Revenue Explorer. 2.   Click New Report. 3.   Select the Email Analysis area and click OK. 4.   Find and right click Program Channel, then click Filter. 5.   Find and add Email Send or Email Blast, then click OK. 6.   Double click the Program Channel yellow dot to add it as a column. 7.   Double click the Program Name (yellow dot) 8.   Double Click Email Name (yellow dot) 9.   Double click Opened (blue dot) And that's all she wrote! Check out your awesome report. See how you can see which subject line worked best? Depending on what type of A/B test was done, you can see Subject Line, From Address, Send Time and Whole Email data appended in the Email Name. Deep Dive: Reporting / Revenue Cycle Analytics
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Issue: With long options in a select (dropdown) list, Internet Explorer will not expand the values as Firefox, Chrome and other browsers will do. This makes reading the values in the dropdowns impossible.   Solution: Insert the following Javascript/CSS in a Custom HTML box on your landing page. This script will only run if IE is used.   <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript"> var $ = jQuery.noconflict();     $(document).ready(function() {   if ($.browser.msie) {   $('select.mktFormSelect')   .bind('focus mouseover', function() {   $(this).addClass('expand').removeClass('clicked');   $(this).parents('li').addClass('liexpand'); })   .bind('click', function() { $(this).toggleClass('clicked'); })   .bind('mouseout', function() { if (!$(this).hasClass('clicked')) {   $(this).removeClass('expand');   $(this).parents('li').removeClass('liexpand'); }})   .bind('blur', function() {   $(this).removeClass('expand clicked');   $(this).parents('li').removeClass('liexpand'); });   }   }); </script>     <style type="text/css">   select.expand { width: auto !important; position: absolute; } li.liexpand { padding-bottom: 22px !important; padding-bottom: 9px !important\9; } *+html li.liexpand { padding-bottom: 9px !important; } </style>   Is this article helpful ? YesNo
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Issue Description What happens when you enable "Send all Tout emails in my team through this server connection" within the SMTP Server settings on ToutApp.com Issue Resolution When you select "Send all Tout emails in my team through this server connection" within the Tout admin panel, this will provide the option to all standard users to either choose to use the ToutApp Email Servers or your company's own Email servers. If you decide to share the SMTP Settings with the team, t is recommended that you have your IT team setup a dedicated STMP/Email account to use as the Custom SMTP Credentials. Note: Each user can choose to either use the Tout servers or the configured & shared SMTP server. It is not applied automatically to all users.
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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.
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