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Issue You are unable to abort a triggered Smart Campaign currently in progress.   Solution The "Abort Campaign" function only works for batch campaigns. To stop leads from going through the flow of a triggered campaign, do the following:   Deactivate the trigger campaign in the Schedule tab. This will prevent new leads from entering the campaign flow steps. It will not stop leads that have already entered from continuing through the flow. Use a "Remove from Flow" step to remove existing campaign members from the flow. This can be done a few different ways. View Campaign Members > Select All > Lead Actions > Special > Remove from Flow If the leads are in a Wait Step, you can add a Remove From Flow step after the Wait Step in the trigger campaign Create a small batch campaign with a "Member of Smart Campaign" Smart List filter and a "Remove from Flow" flow step that specifies the trigger campaign you want to remove them from.  
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Issue The Engagement Program has no engagement score more than 72 hours after the Engagement Program cast.   Solution First, make sure that is has been more than 72 hours since the Engagement Program cast, since it takes some time for the engagement score to update. If you are using child programs in the Engagement Program stream, check the individual programs to see if leads have achieved a Success status in those programs. When programs are used as content in streams, the engagement score is based on program membership and success status, not email interaction (clicks, opens, unsubscribes). Also, if there are any campaigns in the child program that contain wait steps, the Engagement Score will not populate until the campaign is complete. docs.marketo.com/display/public/DOCS/Understanding+the+Engagement+Score    
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Issue You want to set up a DKIM key on one of your domains or subdomains, but another service has a DKIM key already set up on the selector/domain combo.   Solution Beginning October 2023, Marketo has upgraded it's DKIM feature to allow for a Custom Selector for DKIM Keys.  Most Users will be able to utilize the prior default selector, m1, as their DKIM Key.  However, if another integration is already utilizing the m1 selector, a custom value can be used. Common ones seen are "m2", "a1", "mkto", etc. It can be longer, but shorter is generally better   Afterwards, you'll be able to validate DKIM  as detailed in documentation: docs.marketo.com/display/public/DOCS/Set+up+a+Custom+DKIM+Signature  
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Issue Marketo Forms embedded on non-Marketo web page do not show up when using Firefox private browsing.   Solution Marketo forms and Munchkin tracking are inserted into non-Marketo pages via Javascript. If the browser privacy settings block the script from executing, Marketo forms and tracking will not work.  Marketo is not able to override a customer's browser security settings. The alternatives are as follows: Create a non-Marketo form on the web page Use a backend form submission to push the info in the form into Marketo. Instructions for doing so can be found here: developers.marketo.com/blog/make-a-marketo-form-submission-in-the-background/  
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Issue You receive a notification that the Marketo/SFDC sync has failed due to " Invalid username, password, security token; or user locked out." On the Salesforce side, you see the error "Salesforce setCredential failed with code: {LOGIN_DURING_RESTRICTED_DOMAIN} and message: {cannot log in from current domain}" Solution Take the following steps to troubleshoot this issue: Confirm that the username and password are correct by using them to log into Salesforce. Check to make sure the Marketo IPs are on the Salesforce general whitelist. Check the Marketo sync user's profile in Salesforce and make sure the "Login IPs" include the IPs for your Marketo instance. The complete list of IP ranges is:   199.15.212.0/23 199.15.214.0/23 192.28.144.0/23 192.28.146.0/23 192.28.148.0/23 192.28.150.0/23 192.28.152.0/21 192.28.160.0/19 185.28.196.0/22 103.237.104.0/23 103.237.106.0/23     Who This Solution Applies To Customers integrated with Salesforce using IP restrictions
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Issue You have noticed that in some Asset URLs the 9-digit Munchkin ID displays, and you would rather have something else display.     Solution It is possible to alter the URL and replace Munchkin ID with the Account String for your Marketo instance located in Marketo Admin > Landing Pages. The following can only be done when inserting the URL into your email or landing page HTML. There is no global setting to change this permanently. For example say you have an image asset at the URL:  na-sjst.marketo.com/rs/164-CZO-458/images/android.jpg When you insert this link in an email or landing page, you can replace the Munchkin ID with the account string of for your instance:  na-sjst.marketo.com/rs/mktosupportmybaben/images/android.jpg This link will still resolve correctly and the Munchkin ID will not be displayed.
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Issue You are unable to add members to a secondary instance using a secondary login.  You receive an error that the email is already in use.       Solution This solution applies in the following scenario: You have two or more Marketo instances. The instances are set up so you are allowed to specify the login email address separate from the email address used to notify/invite the users.  For example, something like this: Login: login.user@domain.com Email: user@domain.com You have a user in the second instance whose email address exists in the first instance, using a different login but the same email address, like this: Login: login2.user@domain.com Email: user@domain.com When you try to do invite the user to the second instance using Universal ID, you will get an error stating that the email is already in use. To resolve this, you will need to delete the existing login for the user in the second instance (login2.user@domain.com) and instead invite their primary login (login.user@domain.com) to the instance.   This will allow the user to access both instances from a single login   For more information on Universal ID: Using a Universal ID for Subscription Login - Marketo Docs - Product Docs   Who This Solution Applies To Subscriptions with Universal ID active      
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Issue You want to have one email address in the From field ( abc@test.com) a different email address in the Reply-To (all@test.com)? Solution Yes, you can use different email addresses in the From and Reply-To.  If the Reply-To is an email alias that sends to a group, you should confirm that email is working and able to receive email.  Please note: Automatic replies, such as out-of-office notifications will be sent to the From address, not the Reply-To.  Reply-To is only used when the person who received the email clicks the Reply button in their email client. Note :- The SMTP envelope sender typically appears as <uniqueidentifier>@*.mktomail.com. You will only receive responses of this nature if you have configured a branded sender for your subscription. While this serves as the correct destination for auto-responses, regrettably, it is frequently overlooked.    
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Issue You would like to include the subject lines of your emails in your email performance reporting     Solution In the Email Performance report in Analytics, you cannot not add the subject line to the report. However if your instance has access to Revenue Explorer then you can create a report that includes subject line. Within Revenue Explorer create a new Email Analysis report. Email Subject is listed under Email Attributes, you can either include Email Subject as either a row or a column.  docs.marketo.com/display/public/DOCS/Email+Analysis   Who This Solution Applies To Customers with Revenue Explorer    
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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 How to use the Web Page, Referrer URL, or Query String constraints to specify web page when using one form on multiple pages. Solution Use the appropriate constraint to specify which page the form is on when using a "Fills Out Form" trigger or "Filled Out Form" filter in a Smart List. There are three options: Web Page Referrer URL Query String   Web Page This constraint is designed for Marketo Landing Pages. If you have one form on multiple pages, and were attempting to specify a Marketo Landing Page, then you would use Web Page.  If you use Web Page, your value is the Landing Page asset name, such as "Global Contact Form Page". Or if the page is local to a program, the name format would be [program name].[landing page name]   Referrer URL This constraint is designed for external, non-Marketo pages. If the form you have is embedded on an external page, the value you would enter would be the URL of the page.This constraint is very picky about the values entered. Say the form is on www.pages.domain.com/contact-us.html. Only the following 2 options would function: Referrer URL - is - www.pages.domain.com/contact-us.html Referrer URL - contains - www.pages.domain.com/contact-us   By using "is", the exact value must match. When using "contains" a smaller portion of the whole can be used. Even "contains" /contact-us would have worked successfully, but the less specific the value is the more other pages could qualify depending on the use case. Generally, "contains" is advised with a unique portion of the URL because there can often be querystrings on URLs that would then not satisfy the "is" constraint.   Querystrings If the form is on a page, and the page has a querystring, such as: www.pages.domain.com/contact-us.html?product=new-stuff, then the form submission activity on the Marketo record would have a new field in the Detail called Query Parameters. (Querystring, Query String, Query Parameters are all the same thing.) If you set up direct links to the Page with unique querystrings, then you would be able to use the Querystring constraint and use values from the querystring in the trigger/filter form fillout campaign.
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Using URL parameters are an important way to organize your web analytics and tracking.   With Marketo Web Personalization, when a web visitor clicks on a personalized Web Campaign we add a parameter to the URL. This parameter is "?iesrc=ctr". Having this parameter allows you to report on your web analytics to see and compare all the clicks on Web Personalization campaigns and overall performance of your personalization strategy.   The Marketo Predictive Content application also includes a URL parameter every time a visitor clicks on predictive content (from the bar, rich media or email). The URL parameter used here is "?iesrc=rcmd".   You can also add your own UTM parameters to the URL link you have in your Web Personalization Campaign or your Predictive Content piece.   The most common URL parameter tools we see customers using is the Google Analytics tool.   In their words "This tool allows you to easily add campaign parameters to URLs so you can track Custom Campaigns in Google Analytics. See: Campaign URL Builder — Google Analytics Demos & Tools". Make sure to follow the best practices: Best Practices for creating Custom Campaigns - Analytics Help    
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Issue You try to send a sample of an email and receive a notice that the send sample failed.     Solution There are two token-related reasons that Send Sample may fail: You may have an invalid value for a token in your email. If there is an incorrect token value, the send sample will not work. Example: If you have the token for first name written like this {{lead.FirstName:default=Hello}}, when you try to approve the email Marketo will let you know that the token value is incorrect. The correct token value is  {{lead.First Name:default=Hello}}. For this example if you change the token value to {{lead.First Name:default=Hello}}, Marketo will allow you to approve the email and it will allow you to do a send sample. You may have a token in the From or Reply-To line that is not populating with an email address Example: If you have a token in the Reply-To like this one, {{lead.Email Address:default=edit me}}, then the Send Sample using the default will have "edit me" in the Reply-To, which is not an email address.  Marketo cannot send an email without a Reply-To email address, so the Send Sample will fail.   If any of the above does not apply, run the following tests and provide the information to Marketo Support Clone the email in question and test to send as a sample Create a new email and test to send as a sample Send the email via a live campaign or a single flow step to a test lead
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Issue When looking at a lead's email activity, you see that they clicked a link in an email, but there is no open activity recorded for that same email. Solution It is technically possible for a person to click a link in an email without opening it.  An Open Email event is only logged when a single pixel tracking image is downloaded from the Marketo server, but many email clients, such as Outlook, don't download images by default.  So someone could open the email, read and click it without choosing to download the images, resulting in a Click Email without a corresponding Open. Email performance reports have an additional logic in them that backfills the Opens.  They know that to click an email you must open it.  Smart Lists don't have this backfill, so the Opens in a Smart List will often be different than the Opens in a report.
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Issue   You are trying to add a hyperlink for your calendar event token to text in an email, but when you click on the link in a sent email, you are not getting an ICS file. Solution   When you add the calendar token to an email, it displays as a "My token." Once the email is generated, that token will then appear as a link in your email. However, if you try to hyperlink the token, the token cannot resolve.   To get the calendar file token to work properly, you need to add the token to the email by following the steps in this document: Include a Calendar Event in an Email. Note that you should add the token using the Insert Token button, rather than the Insert/Edit link button.
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This is a article attached image Image: Step Flow for Predictive Content for Web and Email What is Auto Content Discovery? This post explains the first part of the flow image above: discovering, mapping, and tracking your content assets. Content Discovery is used in the Predictive Content app to auto-discover all the content assets (videos, pdfs, blog posts, press releases, white papers, etc.) on a website/domain. Once discovered, you can see how your content is performing and decide which pieces of content should be prepared, approved, and enabled for the Predictive Content outcomes on web (either in the recommendation bar or rich media) and email.   Setting up Predictive Content and Content Discovery See Set Up Docs: docs.marketo.com/display/public/DOCS/Getting+Started+with+Predictive+Content Steps RTP Javascript tag is installed on all your web pages (Note: RTP is now called Web Personalization) Set Asset Discovery to On Asset Discovery auto-discovers extensions (PDFs, PPT, MP4, OFF, WEBM) and a click/view on embedded videos (Youtube, Vimeo, Wistia) Create URL Patterns Setting URL patterns auto-discovers content when a web visitor clicks on the HTML web page relevant to the content pattern. The URL syntax pattern determines your ability to use this feature optimally (e.g., to create a pattern for press releases, your press releases should all be stored on a page identified as www.yoursite.com/press-releases/*). How is content auto-discovered? The content discovery technology uses an event listener that runs on every web page (where the RTP Javascript tag is installed) and waits for a web visitor to click on a URL link or arrive directly on that web page in a browser. If that link includes an extension (PDF, ppt, embedded video) or matches the URL pattern defined, then it will be discovered and added to the All Content page in the Predictive Content app.   Only content pieces that a web visitor interacted with (clicked on or viewed) once the RTP Javascript tag has been installed are discovered via Content Discovery. If the content is already discovered, it will add to the tracking and views of those discovered pieces. You can also manually add new content to be listed and tracked in the All Content page.   This is a article attached image Image: All Content Page in the Predictive Content app displaying and tracking all discovered content What data is discovered? Visitor Data (Used for Analytics + Predictive Algorithm) Pages Viewed  - number of page views by the user in the session Visit Count for Web Visitor Last Content URL Seen Last 5 Content Assets clicked via Predictive Content that this visitor has seen in the last 90 days Last Web Campaigns Seen - 10 last campaigns per session (within the last 5 sessions) Inferred Organization Inferred, Industry, Size, Revenue Inferred Country, State, City Search Term   Content Data  Extensions Video (Youtube, Vimeo, Wistia) Video Name Video URL Video Image URL PDF PDF Name PDF URL   URL Patterns (HTML pages) Found via metadata of the HTML page Content Name Content URL Content Image URL Content Description What data is auto-populated during the auto-discovery phase? Based on the content data we discover, the aim is to populate as much of the Predictive Content as possible, making it quicker, easier and involves less prep work for you. However, you still need to review the discovered content and then approve and enable it for the Predictive Source (Email, Rich Media, Recommendation Bar). Assuming we discover an HTML page defined in URL patterns, this HTML content piece will be populated in the following fields in Predictive Content:   Predictive Content Fields Auto-Populated Value Notes Content Name (Content Name) Unique Value Content URL (Content URL) The URL is consistent for all sources (email, bar, rich media) Categories Video OR Category Name from URL Pattern If Video is discovered, the category is populated as Video. Category populated from defined URL Pattern. e.g., Marketo.com/blog = Blog all discovered content based on this URL would receive Blog as a category Category is consistent for all sources (email, bar, rich media) Content Title (Content Name)   Email Title (Content Name)   Email URL (Content URL)   Email Image URL (Content Image URL)   Email Button Label Read More Not Auto-populated. Default is "Read More." Rich Media Title (Content Name)   Rich Media URL (Content URL)   Rich Media Image URL (Content Image URL)   Rich Media Description (Content Description)   Bar Title (Content Name)   Bar URL (Content URL)       This is a article attached image Image: Example of Populating Metadata for HTML content into Predictive Content
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Image: Step Flow for Predictive Content for Web and Email What are Content URL Patterns? This post explains the first part of the flow image above: the discovery and tracking of content for the Predictive Content app. During the setup phase, the marketer defines their content URL patterns (See Create Content Patterns for more information), in order for Marketo to discover HTML content (e.g., blog posts, press release, news articles) across a domain. Setting URL patterns allows Marketo to auto-discover content when a web visitor clicks on the HTML web page within the content pattern. This content is then added to the All Content page in Predictive Content. Setting up URL Patterns Go to User Profile > Content Settings > URL Patterns. (For more information, see the Getting Started doc: Getting Started with Predictive Content) Image: URL Patterns Page   Rules for Content URL Patterns Use of a wildcard (*) is permitted throughout the expression. e.g., domain.com/*  or  domain.com/*blog* It's recommended to use /* at end of the expression to continue pattern discovery. e.g., domain.com/blog/* to discover all your blog posts in the blog folder Content Patterns are not case sensitive. URL Pattern: "domain.com/Blog/*" will discover all HTML pages on "domain.com/Blog" and "domain.com/blog" Parameters in URLs are not discovered. Auto-content discovery removes the URL parameters in order to avoid discovering the same content URL multiple time with different parameters.   Examples of Content URL Patterns   Domain URL Pattern Type Result domain.com blog/* Pattern Discovers all your content that matches the pattern domain.com/blog/. Example: domain.com/blog/5-top-tricks domain.com/blog/2017/new-year-solutions domain.com/Blog/3-best-recipes domain.com article/2017/* Pattern Discovers all your content that matches the pattern domain.com/article/2017/ Example: domain.com/article/2017/5-top-tricks domain.com *datasheets* Contains Discovers any URL that contains the word "datasheets" Example: domain.com/datasheets/5-top-tricks domain.com/blog/5-top-datasheets domain.com press-release Exact Only one HTML page is discovered: Example: domain.com/press-release domain.com   Exact If the domain is selected and the URL expression left empty, the URL pattern will discover only the home page Example: domain.com sub.domain.com blog/* Pattern Discovers all your html pages in the folder blog only on the sub domain sub.domain.com
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Issue Issue Description After an email send, the number of emails sent is much lower than the number of people that qualified for the sending Smart Campaign or Email Program.   Solution Issue Resolution One possible reason you are seeing a different number of emails sent versus the number of people that qualified for that is email is because of communication limits. If a person qualifies for an email, Marketo will try to send it. However, if a lead has already reached their daily or weekly communication limit, Marketo will not send the email (with the exemption of operational emails). To check to see if a lead did not get an email due to communication limits, follow the steps at Email Program Fails to Send Emails.
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If you have a large database, use Firefox to access Marketo, and often get "band-aid errors" when trying to accomplish basic tasks (such as edit an email or look at a program), it may be an issue with the Firefox browser.     In some cases, the 32-bit version of Firefox is unable to accommodate a very large/complex Marketo instance. If this is the problem, installing the 64-bit version of Firefox should resolve the problem.   To check what version of Firefox you're using, follow the steps at Find what version of Firefox you are using. To switch to the 64-bit version of Firefox, follow the steps at How to switch from 32-bit to 64-bit Firefox.
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Included in this Article:     Overview Creating Custom Fields Dynamic Updates Set Up Custom Fields in RTP Filter by Custom Fields     Overview Unfortunately RTP does not support the option to use Lead Database segmentations as segments in RTP. However, it is still possible with a bit of a workaround. Essentially, you will want to create custom fields for each segmentation, dynamically update them using smart campaigns, and filter by these custom fields in RTP. Below we will describe the steps you will need to take to implement this.     Creating Custom Fields To start off, you will have to make a custom field in My Marketo for each segmentation you wish to use in RTP. Follow the steps in this article to get the custom fields set up in My Marketo. Make sure to select Boolean in the Type field.     Dynamic Updates Next, you will need to assign these custom fields to those matching their respective segmentations. To do so, we will create a smart campaign, which will also update the list as more leads begin to match the segmentation.   In My Marketo, visit the Marketing Activities page and create a new Smart Campaign   This is a article attached image   In the Smart List tab, choose the filter for your desired segmentation, and the Segment Changes trigger for the same segmentation   This is a article attached image   The filter will include all of the existing members of the segmentation, and the trigger will include any members that qualify for the segmentation in the future. Next,   This is a article attached image   In the Flow tab, select the Change Data Value action, click Add Choice, and format the action to change your custom field to true when the lead qualifies for your desired segment, and false otherwise   This is a article attached image   It is important to have both cases, for your lead matching the segmentation and for not matching, because leads can both qualify or be disqualified for segmentations at any point in time.   Finally, under the Schedule tab, edit the Smart Campaign Settings so this will apply every time, and Activate the campaign   This is a article attached image     Set Up Custom Fields in RTP Once you have set up your custom fields in My Marketo, you will also have to set up this field to display in RTP:   Go to your Account Settings and navigate to the Database tab   This is a article attached image   Select your custom fields in the drop down menu at the bottom of the page, then click This is a article attached image   This is a article attached image     Filter by Custom Fields Finally, once you've set up the custom field in My Marketo and in RTP, you can use the custom field to target the leads that qualify for your segmentation in My Marketo. To do so:   Go to the Segments page and create a new segment   This is a article attached image     Lastly, use the Database filter, select your custom field, and choose either true or false depending on if you want to target those in or out of the segmentation   This is a article attached image   There you have it! You can now use your segmentations in My Marketo to target your audience in RTP campaigns.
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