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Issue Custom views made for activity logs are not visible to the other users within the instance of Marketo.     Solution Custom views are created local to each user. While Marketo does have some default views that are part of your view list, any custom views are specific to the user that created them.
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Issue Description Campaign has a "Visits Web Page" trigger and a wait step in the flow.  Leads were showing as being in the wait step, but are not shown in the Campaign Members tab Issue Resolution The leads do not show up in the Campaign Members list because they are anonymous. Anonymous leads can trigger "Visits Web Page" but do not show in the campaign membership.  They can go through the flow, including going into wait steps. To prevent this, add the filter "Email Address is not empty" to the Smart List for your campaign.  This will prevent anonymous leads from being pulled into the flow.
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Issue After running a Smart Campaign to delete some records, you don't see any deletion activities in the Results tab.  It appears the campaign did not run. Solution If you ran a Smart Campaign to delete records and the only flow action is to 'Delete Person', you will not see any activities in the campaign results as these activities would be associated to the deleted records. This would lead to the impression that the campaign did not run, even when it did.   In order to check the status of the campaign or if the records were deleted, you can check the 'Run History' of the campaign to see if it has one of the following statuses: "Completed (number of people qualified)" "Running campaign - executing flow"   If the campaign is still running, you can also check the Campaign Queue to see if the campaign is still in the queue.
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Issue Description A record in Marketo failed to sync to Salesforce due to a Field Validation error.   Issue Resolution The lead was unable to sync to Salesforce because the value for a specific required field was missing or did not match the rules Salesforce had for the data in the field.  For example, the field in Salesforce could be a picklist and the value Marketo is trying to pass in the field is not in the picklist.  Salesforce always requires a Last Name and a Company Name value for all records, so if your lead is missing data in these fields, the sync will fail.   To resolve this, check Salesforce to see what the acceptable values are for the field specified in the error, and make sure the Marketo record has the necessary information.  If you need further assistance with this, we recommend working with your SFDC Admin to determine why Salesforce is rejecting the record.   Who This Solution Applies To Customers integrated with Salesforce Is this article helpful ? YesNo
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Issue Description You are considering archiving or deleting old programs, and you are wondering how that will affect the Lead field: Acquisition Program.   Issue Resolution If you delete a Marketo Program, the field will append a "deleted" at the end of the Program Name.   For example, if the Program Name was "July 2016 newsletter" for Acquisition Program, after deleting the Program, the field value would change to: "July 2016 newsletter  -  deleted (####)". The numbers represent an activity ID on the backend.   Note: Archiving Programs does not affect the Acquisition Program. Is this article helpful ? YesNo
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Issue You have a custom sync filter in place between your CRM and Marketo.  You mark a number of records in your CRM as blocked from the sync and go to Marketo, intending to delete them.  However, the records in Marketo have not been updated with the blocked from sync value in the sync filter field.     Solution The Marketo Sync Filter looks at the CRM to verify if a record's updates should sync to Marketo. This means that if the sync filter field is updated to a blocked value on the CRM side, that value will not be pulled into Marketo. If you'd like that field to be updated in Marketo, you can do one following options: Export a list of the new blocked leads with their sync filter field values and use the list import to update those values on the Marketo side. Create a Smart Campaign to update the sync filter field value on the Marketo side. Make the initial update on the Marketo side, since the block will not go into place until the value is pushed up to the CRM by the sync.      
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Issue The standard unsubscribe footer shown in Admin > Email is not being appended to a particular email. Solution Issue Resolution This can happen when an email contains the system token unsubscribe link:  {{system.unsubscribeLink}} When an email contains this token, Marketo does not automatically append the unsubscribe HTML snippet, found at Admin > Email > Unsubscribe HTML. Check the HTML of the email asset with this behavior. Search the text version of the email. You may find the {{system.unsubscribeLink}} in the template you are using. If you have searched the HTML of the email, and are not seeing the system token, contact Marketo Support.    
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Issue You want to know the expected behavior if an email is sent to a lead from a Smart Campaign and then you add that exact same email (with the same email asset ID) to an Engagement Program nurture stream the lead is in. Solution The email will not be sent through the nurture stream, because an Engagement Program will not send the same exact same email to a lead twice, regardless of how it was originally sent. However, Marketo will send a cloned version of that email, since the email asset IDs are different.  
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Issue You have created a Smart List and want to filter off of the Lead ID.     Solution Marketo does not have this functionality to filter off of Lead IDs.  This is also true of Salesforce IDs. You can upvote an Idea on the Marketo Community  -  the Marketo Product Team monitors that forum for possible future updates. Filter by ID Filter by SFDC ID    
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Issue You want to make a Marketo User on your team only able to access Analytics, so you make a User Role that only has Permissions to the 4 Analytics Areas. However, after assigning this Role to Users, you find that the Users are unable to successfully set up reports. Within the Setup tab in the report, the Filters and Settings are missing.     Solution Even though the User Role has access to the Analytics Areas, the User Role still needs some Marketing Activities Permissions. There are currently 15 Marketing Activity areas in the Permissions. When clicking on the top level box, all 15 areas are granted. However, the only box that needs to be checked is the top box. All remaining 14 boxes do not need to be checked. Because granting access to 1/15 MA areas is including Marketing Activities in the User Role, when the User logs in, they will see Marketing Activities in their My Marketo Homepage. This means they will be able to navigate within Marketing Activities. However, it is entirely read-only access in Marketing Activities. Any time the User tries to affect change in Marketing Activities, they will then get a Permissions Error. To review, the resolution to successfully making an Analytics Only User is to give a bare minimum Marketing Activity (MA) Permission to the User Role, 1/15, in addition to the 4/4 Analytics Areas.
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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.    
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Issue Description You are building a new email template/editing an email, utilizing the system token for the unsubscribe link, and are wondering about the expected behavior of the token. Issue Resolution The system token unsubscribe link, below, will always behave the same way, and it cannot be customized. {{system.unsubscribeLink}} The {{system.unsubscribeLink}} will always bring you to: sub.domain/UnsubscribePage.html. If your Landing Pages are not branded, this system token will still behave the same way and take the lead to your out-of-the-box Marketo Unsubscribe Page (ending in /UnsubscribePage.html).
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Issue How does Munchkin tracking work when you have one page inside an IFrame on another page?     Solution Munchkin will track page visits for whichever pages include the Munchkin tracking code. If you only have Munchkin on the main page, visits will only be tracked for the main page. If you only have Munchkin on the IFramed page, only the IFramed page will record a page visit. If you have Munchkin tracking on both the main page and the IFramed page, visits to both pages will be recorded in the lead's activity history.   If the main page and the IFramed page are on two different domains, the lead must be a known lead on both domains in order to be tracked on both pages.  Please see this post for more details on Munchkin tracking on multiple domains:  Using Munchkin on Multiple Domains.    
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Issue You already have a Marketo connected to an instance of Salesforce and want to switch to a different instance of SFDC.     Solution This is not possible. Once you have connected your Marketo instance to an instance of SFDC, that connection cannot be changed. If you want to connect Marketo to a different instance of SFDC, you would need to contact your Customer Success Manager to have a new Marketo instance provisioned.        
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Issue Are there are any issues with deleting a user in Marketo and will anything tied that account also be deleted?     Solution Deleting a user will not affect any assets in your Marketo instance. All of the assets they created will remain in your instance and you will still be able to see what edits they have made. If you want to keep the user but cut off access, you can assign them a blank role with no access permissions. That way if they do log in, they won't be able to access anything. Assigning an "Inactive User" Role to all users you want to remove access for can also help you to quickly see who once had access in your instance.
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Issue You created an Email Performance Report and want to know if the report will show the number of times a person clicked (if they clicked multiple times in an email) or how many people clicked.     Solution The metrics in the report are per person. The report will show the amount of people that clicked a link in the email, not the number of times the email had a link clicked. To see how many times people clicked a specific link in an email, you'll want to use the Email Link Performance Report described here: Email Link Performance Report.
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Issue Description A newly created Program is not showing up in Program Cost Analysis Report. Issue Resolution The Program Cost Analysis Report takes a little time to show new Programs that have just been created. It doesn't do much good to show a success metric before a program has had a chance to succeed so it needs time in order for data to be collected. If you don't see the program in the report within 48 hours, check these things: If there is a view filter in place The program is active and approved If all that looks good contact Support for additional troubleshooting.
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Issue The same email looks different in different email clients, and does not match what is shown in the Email Previewer.     Solution Different browsers and email clients render HTML and CSS differently. While there are standards set forth by W3C, there is room for flexibility. At a high level, it is expected for emails to look different, even within the same platform such as Outlook 2013 vs Outlook 2010. With that said, you can code against some of these anomalies by adding extra code in CSS to account for the differences. You should consult with an HTML/CSS designer to make these changes. In all likelihood, the issue is related to how Outlook(or any other email client) is rendering the email and reviewing the Outlook settings as well as email and template code should resolve any issues customers are experiencing as when we send test emails to both outlook and gmail both are generally rendered differently (gmail seems a bit fine though). FAQs Where should I start trying to determine whether this is a Marketo or Outlook issue? In most cases if the email is loading within another email client without issue then Outlook would be the best location to review. Is there a way for me to see if it is a template problem? Yes, does the issue occur when an email is created and sent with another template? What are the steps to troubleshoot? In general, to provide the most accurate troubleshooting steps, a bit more information will be helpful. I have provided a few general tips below which may be helpful. As a rule of thumb, Outlook sometimes requires custom coding to appear as it does in other email clients since they use their own word engine to render the html. If the images when they are downloaded are not displaying as expected, we would typically recommend reviewing any code in the email since Outlook uses its word engine to render html and additional code may be needed for Outlook specifically as a result. A developer may be required to implement any custom code required to display the emails as expected. You may consider reaching out to the Community to understand what other users have done to overcome similar obstacles. I have provided a few links below which may be relevant. Is there any reference Documentation ? https://nation.marketo.com/docs/DOC-4765-why-does-my-email-looks-different-on-various-version-of-the-same-platform-like-outlook HTML Email Display in Outlook Marketo emails don't render properly in MS Outlook app for iOS Re: Help - My Emails Look Terrible in Outlook 2016 Here are a few resources that may help with Outlook rendering issues: It’s Not You, It’s Outlook – The Complete Guide for Email Marketers http://www.verticalresponse.com/blog/its-not-you-its-outlook-the-complete-guide-for-email-marketers/ Gallery of Common Outlook Rendering Issues Gallery of Common Outlook Rendering Issues MICROSOFT OUTLOOK CONDITIONAL STATEMENTS labs.actionrocket.co/microsoft-outlook-conditional-statements Outlook 2007/2010/2013/2016 and Word HTML Outlook 2013 / 2016 / 2019 / 365 and Word HTML - HowTo-Outlook 12 Techniques for Excellent Emails in Outlook.com How to Create Excellent Emails for Outlook.com A Guide to Rendering Differences in Microsoft Outlook Clients Outlook Email Rendering Issues and How to Solve Them - Litmus Surface Pro 3 and Outlook Email Rendering Redirecting
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Issue Description You want to know how long changing a segment takes. Issue Resolution Segment changes are treated like any other activity that is being queued up and processed to be run. Segment changes have an extremely low priority and can sit in the queue waiting for other activities to finish, so you should wait for some time after making the change before you reference the segment elsewhere.
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Issue Your Marketo program has successfully synced with a Salesforce Campaign and you have been sending email, but have not been seeing any history sync to the Salesforce Campaign.     Solution Only when there are Marketo program members will activity sync to SFDC, so your first step should be to check the Marketo program membership. If there are no members of the Marketo program, then that will signify the issue is just that. Depending on the program and its setup, there may be lead activity that is not being associated with the Marketo program. For example, imagine there's a default program synced with Salesforce. In the program, there's a child asset smart campaign sending emails, and you aren't seeing this email activity in the SFDC campaign. The child asset smart campaign needs to have a Flow Step: Change Program Status [for the specific program]. (It is recommended that this is flow step #1). Even though the smart campaign is a child asset of the program, these 2 assets are still independent of each other, so the flow step is needed to sync the activity.
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