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Issue Description You want to set a field such as "Country" to be required on a list import.   Issue Resolution You cannot require a field to be included on a list import. To see any leads imported recently with blank values you can setup a smart list with a subscription Filters -- Lead was created Source Type - Import [Field you are wanting to watch] is Empty   You could setup a daily subscription to get the leads who qualify and then correct those leads as needed. Is this article helpful ? YesNo
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A business wouldn’t be able to run successfully without great data. As a data analyst, we understand that you rely on Marketo to make accurate reports for your company. To make sure you’re using Marketo to the best of its ability, here are some trainings we recommend to help get the most out of Marketo’s data and analytics.   Instructor-Led Trainings Check out the Using Marketo Analytics and Reporting instructor-led training to get in depth guidance on how to map and measure your customer journey, tie revenue to your marketing campaigns, share progress through reports and easy-to-read dashboards, and focus your investment where it will have the most impact.   Core Concepts II Core Concepts II is a great overview of some of Marketo’s more advanced functions, which can be used to enhance your reports.   Free Training Videos Our free training videos on reporting and analytics cover performance insights, standard reports, and analytics. These videos are followed by a brief quiz to check your understanding of the material.
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What change is being made? Marketo Sales Connect/Toutapp will no longer be supporting our legacy .Net Add-In for Outlook, as of May 19, 2019. Because Marketo made a replacement add-in available in February 2019, we expect minimal impact as there are teams that have already been progressively migrating on to the new add-in. However, it’s important to note that the .Net Add-In will not stop working on May 19, 2019 – it will just stop being supported. If you experience an issue when trying to use the .Net Add-In on or after May 19, 2019, you will be directed to update to the new 0365 Add-In. Screenshot of .Net add-in buttons Why is this changing? In recent updates, the O365 Add-In reached feature parity with the .Net Add-In, making .the Net Add-In a redundant experience. The O365 Add-In takes advantage of Microsoft's advanced API’s and delivers a superior experience that works across Windows and OS operating systems as well as in browsers. With quality and stability being the focus of this change, Marketo wants users to update to the new 0365 Add-In. What action is required? After May 19th, the .Net Add-In will continue to work for any customers who have it already installed. However, Marketo will no longer support troubleshooting this version, and any customers reporting issues will need to upgrade by completing the following steps:The new newly released 0O365 Add-In, released on Feb 26, 2018, has feature parity with the old .Net Add-In and is built on Microsoft's advanced API’s. Individual users will need to complete the following steps to upgrade: NOTE: The O365 Add-in is only supported by Outlook 2013 and higher. Users who are running a version of Outlook 2010 or older will need to upgrade their version of Outlook before installing the O365 Add-In. How to uninstall the .Net Add: http://docs.marketo.com/display/public/DOCS/How+to+Uninstall+or+Reinstall+Sales+Engage+from+Outlook How to install the O365 Add-In: http://docs.marketo.com/display/public/DOCS/Installing+Sales+Engage+for+Office365+Mac+OS%2C+Windows%2C+and+Online
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Issue Issue Description A smart list in the Marketo database generates an amount of records for a specific Created Date and a report in Revenue Explorer reports a different number of records for the same Created Date.   Solution Issue Resolution Revenue Explorer (RCE) will report counts of records by Create Date by which ever is earlier: the Marketo Create Date or the CRM create Date.  If the record was created in Marketo on May 1st, and then synced and created in CRM on May 5th, RCE will report that record's Create Date as May 1st. If the record was created in CRM on February 13th, and then synced and created in Marketo on March 20th, RCE will report that record's Create Date as Feb 13th.  Additional example: If a person was cookied for the first time via a web page visit on April 3rd creating an anonymous record in Marketo, and then filled out a form on April 5th converting the anonymous record to a known person and synced to CRM on April 7, RCE will report that record's Create Date as April 3rd because that's when the anonymous record was created in the database. If a smart list is generated to compare with Revenue Explorer to identify records by Create Date, there can be differences in count due to the following possibilities: 1) RCE Sync - the sync to RCE delays data by about 24 hours. If a net new record was just imported into Marketo, RCE would be able to report on it approximately 24 hours later.  2) Differences in defining measures/filters - as stated above, RCE will report based on the record's Create Date (visible on the Marketo Record's Info tab), and the Smart List could be based on different filters. See this related document about smart list filters (LINK TBD). The Smart List could be looking at a date when records became known, or could be looking at when the record was created in Marketo; RCE and the Smart List could be looking at different dates. 3) Time zone difference - RCE will always report on Central Time, and Smart Lists will report on the instance's local time.   Who This Solution Applies To Customers with Revenue Explorer
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Issue Trigger Tokens in a Batch Campaign Flow are not functioning as expected, or result in an error.    Solution Issue Resolution Trigger Tokens can only be used in a Trigger Campaign Flow and will not work in batch campaigns. While originally intended for Interesting Moments, Trigger Tokens will also work in Change Data Value flow steps. The associated Trigger Tokens will only function with the corresponding Triggers denoted by the green check-marks in the chart here.
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Issue Issue Description Possible disadvantages of maintaining Engagement/Nurture Program emails in Design Studio.     Solution Issue Resolution Housing all of your emails for email nurture content in Design Studio could cause the following issues:  1. Reporting: Reports can specify Emails in Design Studio, however they will show results for any send of the individual email and will not be constricted to the program they were sent from. 2. Asset re-use in Engagement Programs: When using an engagement program, an asset is scanned for its ID. If that asset has been previously sent to a record via any other send, the engagement program will skip that send for that record. This could become a problem when reusing email assets housed in design studio in different engagement programs.  3. My Tokens: my.tokens will not properly render as they are based on a program folder. The assets that reference them need to be in the folder as well. In my testing, assets in design studio do not have a frame of reference for mytokens. Emails will not populate mytokens if they are housed outside of the program that owns the tokens.  With all of this noted, our recommendation is to utilize detailed templates in design studio and continue to clone your engagement programs and alter them as necessary. Although this presents some busy work in the short term, it pays off dividends in the long term when it comes to reporting, the use of my.tokens, and guaranteeing that records are sent the assets you are specifying in your programs.     
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Issue Description Munchkin activities recording stopped and web page activities were not logged. Since the activities were not immediately registered, any Trigger Campaigns set to initiate when those activities occurred would not have been triggered. Issue Resolution  Initial Steps: As soon as you identify an issue with Munchkin Activities recording, contact Marketo Support to ensure that proper steps are taken to prevent any data loss. Once the activity data is back-filled, identify all the Smart Campaigns that were impacted and need to be replayed. If you need assistance to identify which smart campaigns were active during this incident, our Campaign inspector is a great tool to assist you.  https://nation.marketo.com/docs/DOC-4470-campaign-inspector-for-triggered-recurring-campaigns.   Replay Impacted Smart Campaign: After you have identified the smart campaigns that were impacted, create a new smart campaign using the following smart list filters;   For Smart Campaigns triggered by clicking a link on a web page, use the following filters. Select the applicable link and timeframe based off what datacenter your instance is located in. The second filter is to prevent activities that were not impacted from replaying.   For Smart Campaigns triggered by a web page visit, use the following filters. Select the applicable web page and timeframe based off what datacenter your instance is located in. The second filter is to prevent activities that were not impacted from replaying.   After the Smart List is set up, the flow steps should mirror the flow steps of the original Smart Campaign that you wish to replay.   If you experience any issues with replaying the impacted smart campaigns, please contact Marketo support at https://support.marketo.com, or through any of the methods listed here.
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Issue Interesting Moments for a specific Marketo record are not showing up in SFDC Sales Insight for the record with the same email.     Solution The most common cause for this is that the record in SFDC is not the same record as the one in Marketo.  This can happen if there are duplicate records in Salesforce with the same email address. To check if the record in Salesforce matches the record in Marketo, compare the SFDC ID.  On the Marketo side, this can be found in a field on the Lead Database record. The SFDC ID for a record in Salesforce can be obtained from the URL. It is generally the the 15 alphanumerical characters near the end of the URL (e.g. 012300000012BYN) - here is an article in Salesforce for more information: help.salesforce.com/articleView?id=000004383&type=1      
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Issue How to check what version of the Marketo Solution you have installed in your Microsoft Dynamics CRM environment.   Solution Navigate to the Settings section of Dynamics, and then to the 'Solutions' menu.   Under the 'Solutions' menu there is a list of all installed solutions called 'All Solutions', and once you have located the Marketo Solution in there, its version number will be listed in a column beside its name. Who This Solution Applies To Users with Microsoft Dynamics integrations.
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Issue Issue Description An email with inserted bold/italic font in email subject line is not approving, with an error of "Cannot Update Stale Object," or does approve but the special font text disappears upon approval.    Solution Issue Resolution The subject line in an email is intended to be plain text.  Some have found success inserting basic symbols, or even emoji with specific encoding, though the rendering of these characters is dependent on the receiving server.  Related: Using Emojis in Marketo Emails  
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Issue Issue Description You would like to have an RTP domain in your Account Settings in Web Personalization removed   Solution Issue Resolution We cannot delete domains from accounts unless the tag for this domain has never been implemented on your website. To check that, log-in and verify that (by navigating to the visitors page and filtering the data by this domain and see that there is no data showing up). If there is no data under this domain - go ahead and submit a support ticket to delete the irrelevant domain from you Web Personalization Account. Who This Solution Applies To Web Personalization Customers
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Issue Issue Description You are attempting to send a list to Google via your Google Customer Match integration, but when you open the dropdown to select the destination list, none of the lists you have prepared are visible.   Solution Issue Resolution For Marketo to see a list and present it as an option, the user that was used to set up the Customer Match Launchpoint service needs to have visibility of that list. Only lists that this user can see will be available.  It is not possible to check which user was used for this setup from Marketo's Launchpoint menu, however you can alter which user is being used to connect to Google by opening the associated Launchpoint service and selecting 'Re-authorize', and then follow steps 6 and onwards from the following article: Add Google Customer Match as a LaunchPoint Service Who This Solution Applies To Users making use of Google Customer Match
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Issue Issue Description After following the set up directions for a domain alias for a new landing page domain, the new domain redirects to a Marketo 404 page. The instance has SSL for Landing Pages.   Solution Issue Resolution Contact Marketo Support and request that the new domain be added to your SSL certificate. If this has been done, they will be able to help you troubleshoot further. Who This Solution Applies To SSL for Landing Pages
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Issue Issue Description Users are unable to reference a static list that is in a shared folder.     Solution Issue Resolution Depending on how you're attempting to reference a static list located in a shared folder, you may be unable to do so. If you are using a 'Member of List' filter you will be able to see the static list. However if you're using the 'Was Added to List' filter or the 'Is Added to List/Is Removed from List' triggers you will not be able to see the same list. The reason for this is because the 'Member of List' filter is only looking at membership of the asset whereas 'Was Added to List' and the 'Is Added to List/Is Removed from List' triggers actually need to look at the activities of records. This would cause problems if the workspace where we are referencing the static list does not have access to the same partitions as the workspace that the static list lives in. So looking at only membership and not these activities makes for a much more consistent experience.  
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Issue Issue Description A Champion/Challenger A/B test contained in a nested program within an Engagement Program stream only sent the Champion email.     Solution Issue Resolution Per the Product Documentation Champion/Challenger tests can be used within Nurture Engagement Programs, however, the email asset with the Champion/Challenger test must be within the stream. Having a nested program in the stream with a local email asset with the Champion/Challenger test will not function; only the Champion Variant will be sent, similar to what happens in other batch sends.
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Issue Issue Description The results of the Champion/Challenger test that arrive in an email notification display an unexpected number in the chart for the metric the test is based on.     Solution Issue Resolution The numbers in the chart are percentages. The numbers between the test variants will total to 100(%).
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Issue Issue Description Account records were merged in Salesforce and there is concern if this merge will sync to Marketo. Solution Issue Resolution If you would like this change to be reflected on the affected Contact records that are synced to Marketo, then you will need to update the Contact records so that their System Modstamp field is updated (this can be done by updating a field on the Contact record). This will then cause the updated Account information to sync to Marketo. Please remember that updates to formula fields will not cause an update to the System Modstamp.
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Issue Description When using a velocity scripted my.token, the default value is not being used if the field the velocity script is pointing to is not populated. Issue Resolution The reason for this is because velocity script isn't designed to consider a default value the way that a lead token would. It's designed to execute the code to provide the rendered value. Although the UI specifies to look for a default, that's ignored by design since the code itself is only looking for the value for those leads. If the goal is for it to evaluate and provide a known value, otherwise then render a specified default, that needs to be built into the velocity script code itself. Who This Solution Applies To
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Issue Issue Description After several failed login attempts you are locked out of your Account. You get the message "Account locked due to too many failed login attempts. Reset password and login again."   This is a article attached image     Solution Issue Resolution Marketo Locks a user automatically after 5 failed login attempts. You can either reset the password or have Marketo Support unlock your user from the backend if you know your password.    
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Issue Issue Description When trying to reference a Custom Object in a Smart List with a Filter, there are no filters for the Custom Object. Yet, when checking within a Smart Campaign, there are Triggers for the Custom Object.         Solution Issue Resolution Filters are not included in the original design of the Marketo Custom Object setups that act as an intermediary/bridge between two other objects. Check the object setup within Marketo Admin > Marketo Custom Objects - how many linked objects are there? If there are two linked objects, that means the selected Custom Object is an intermediary/bridge between the two linked objects. For these, there will not be any Filters, however there will be Triggers for these objects.     Who This Solution Applies To Clients with Marketo Custom Objects
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