Knowledgebase

Sort by:
By default exported reports are limited to 100 rows but it can be changed by navigating to 'User Settings' > “Number of Rows in Excel Export”   The maximum number allowed is 10,000 rows    
View full article
Issue When using the GET Activities API with a specific list Id in the parameter, the response will get all the specified activities from other assets as well. This is the endpoint for this article.     Solution Instead of using list Id (listId) as a parameter, change that to asset Ids (assetId) in the API call. The Asset ID (assetId) is the Id of the primary asset for an activity. Then, the response will narrow down the activities associated to the primary asset by looking up the Id during the call.
View full article
Issue Issue Description Velocity scripted tokens are not displaying the default value in the asset if the information required for the token is not in the database.     Solution Issue Resolution Email Script tokens are not designed to work with the {{my.token:default=Some Value}} syntax, which is for simple tokens. Rather, you must output the default value within the code (using #if/#else, $display.alt or any other conditions) then include just {{my.token}} in the email. Examples can be found here: https://developers.marketo.com/email-scripting/
View full article
Summary New checkbox for query parameters available when adding new content or editing current content. Issue You were previously unable to specify query parameters for predictive content, and query parameters were not used when adding new content, editing current content, and reporting on URL clicks.  Autodiscovery works by adding a new URL to the DB, and later on, clicking counts are accumulated against the newly found asset. The asset is determined based on the URL (and there, it previously didn't account for anything that followed the ? in the URL. The same was used as a validation when a user added new content. The rule to determine this part of the URL, minus the query parameters, was a requirement back then and was taken into account during design.   Solution As you add predictive content from the predictive content page, you need to have the checkbox on this page to allow the user to decide whether they want to include/exclude the query parameters while adding it. The same thing should be followed for editing predictive content as well. Engineering built a nuanced approach that provided flexibility to include or exclude query patterns in determining a unique URL and added a feature to include query parameters when manually creating a piece of content. It should rightly identify the right asset to record clicks/views against as well. 
View full article
Summary Learn how to resolve issues with uploading SVG files to Marketo. Issue You are not able to upload Scalable Vector Graphics (SVG) files to Marketo. You are encountering errors during the upload process or facing issues with improper display in browsers after uploading.  Cause: The root cause behind such issues is often Marketo's security checks, which may reject certain properties of SVG files. This can lead to conflicts between what Marketo accepts and what browsers can display.   Solution To address SVG files not being accepted or displayed correctly in Marketo, try the following steps: 1. Change File Extension to .xml: Instead of saving the file with a .svg extension, save it as a .xml file. This will change the server MIME type and allow it to be uploaded to Marketo. Example: If your file is named "example.svg," rename it to "example.xml" before uploading it to Marketo. 2. Remove Unwanted Properties: If the SVG file contains additional properties or namespaces causing rejection by Marketo, removing them can resolve the issue. For instance, the xlink namespace, if present at the top of the SVG file, may lead to rejection by Marketo. Exercise caution not to remove essential properties, as this could result in errors when attempting to display the file in a browser. Example: If your SVG file has the following line: xml xmlns:xlink="http://www.w3.org/1999/xlink"    Remove this line from the SVG file's code using a text editor.   When saving SVG files from applications like Adobe Illustrator, changing the file extension or manually editing the code may be challenging. However, using any file explorer, you can easily change the file extension to .xml. Code editing can be performed using a text editor to manually remove unwanted properties. Always back up the original SVG file before making any changes to prevent permanent data loss. By following these steps, you should be able to successfully upload SVG files to Marketo and ensure proper display in browsers.
View full article
Issue Issue Description "${button-link}" appears on the Email Link Performance report in place of the URL the buttons point to.     Solution Issue Resolution To stop this "${button-link}" from appearing on the reports, edit the text version of the emails to replace the "${button-link}" with the URL the button points to. This occurs because the text version of the email didn't get edited to provide a valid button link. The "${button-link}" value is part of HTML templates and if the setting 'Copy HTML to Text version of email' is checked then those values get copied across. From there, if the text version doesn't get edited or reviewed after that copy over happens, tracked links for "http://${button-link}?mkt_tok=..." will be sent out for those leads that get the text version of the email in place of the URL the button points to. The next question after hearing this solution is often, "If this is just for the text version, who is reading the text version of emails?", and the answer is that it's probably automated link scanners or security software visiting the link and triggering the click to show on reports. 
View full article
Issue You see a large amounts of edits being made by "Unknown" user showing up within the Audit Trail. Solution If you have recently edited a field in Salesforce that utilizes a pick-list field type, the updates to the field will cause updates to propagate to any pages which use a form that uses that field.    
View full article
Summary Some users encounter problems with their Marketo domain not handling URL parameters correctly and resolving URLs. Issue When using URL parameters, some users experience issues where their Marketo domain does not correctly handle and resolve URLs. Cause: The issues can arise due to errors in how the URL parameters are structured, syntax errors, or difficulties in the domain's ability to handle parameters. One common problem is placing the anchor (represented by "#") incorrectly in the URL string, especially before the parameters.     Solution URL parameters are extra pieces of information added to a URL to provide specific data or instructions. E.g., Example Domain?parameter1=value1&parameter2=value2 However, incorrect handling of these parameters by the domain may cause issues in resolving the URL, resulting in broken links or incorrect behavior in your Marketo campaigns. Therefore, it is crucial to ensure that URL parameters are correctly managed to avoid any problems. Below are some recommended guidelines to follow while using URL parameters. Proper use of "?" in URL parameters: Start your URL with "?" if it contains parameters. This correctly initiates the parameters and allows the URL to resolve correctly. Example: www.example.com?parameter=value#anchor   Verify your domain's ability to resolve parameters: It's possible that certain websites may not be set up to accept or process parameters present in URLs automatically. If you're facing such an issue, it's important to inspect your website's domain settings. This can be done by exploring the configuration options offered by your content management system (CMS) or hosting provider. In case your domain isn't equipped to handle parameters, you may need to reach out to your domain provider for further assistance.   Place the anchor correctly: The anchor is typically included at the end of a URL to direct the user to a specific section of a webpage. If you are using parameters in your URL, the anchor must always be placed after the parameters.  Example: Incorrect: www.example.com#anchor?parameter=value Correct: www.example.com?parameter=value#anchor Some examples of different URL constructions. Both of these are valid, correctly constructed URLs: www.example.com?parameter1=value1&parameter2=value2 www.example.com?parameter1=value1#anchor In the examples above, the "?" symbol is used to start the parameters, and the "&" symbol is used to separate multiple parameters. The anchor is placed at the end, after the parameters.  
View full article
Issue You have integrated Marketo and Facebook Lead Ads in Marketo Admin > Launchpoint, and your test form-fills are not appearing in the Marketo Lead Database. Solution Occasionally the integration between Marketo and Facebook needs to be re-authorized. This is one of the primary troubleshooting steps we start with in these situations. The instructions for re-authorizing are as follows: Navigate to Marketo Admin > Launchpoint, and take note of the Facebook User that is used in the Lanchpoint integration, Log into the Facebook Business Account, and navigate to the settings where the Admins are added/removed Remove the User, and save changes Re-add the User back to the Business Account as an Admin, save changes Navigate back to Marketo Admin > Launchpoint, and edit the Facebook Lead Ads integration, Proceed with 'Next' to view the Facebook Account, and click 'Re-Authorize' The final step after this would be to attempt another form-fill on a Facebook form to see if the activities are appearing in Marketo.
View full article
Issue You've been using Marketo for a while and have started noticing that Smart Lists take longer to process than before. There are multiple filters in your Smart List ranging from really specific attributes about a person to really broad geographical information. Solution The best performance will come when you order the smart list filters from most restrictive to least restrictive. Since your entire database is checked against the first filter, if we can narrow down the number of leads which move on to the next, there are fewer and fewer leads who qualify for each of the subsequent filters. Many times, the processing difference will be minimal. However, as your database grows, the penalty on efficiency can grow over time. If you haven't checked it out already, take a peek over at our product documentation for smart list best practices: https://docs.marketo.com/display/public/DOCS/Best+Practices+for+Smart+Lists    
View full article
Issue Activity History in Saleforce shows this message: [Email details are being uploaded from Marketo...please check back later] when emails are sent out from the Marketo Outlook Plugin.     Solution This message is created because of insufficient privileges for the Marketo sync user inside of SFDC. There is a permission for “Edit HTML Templates” that needs to be enabled for the sync user in order to prevent this problem from occurring. Background: When you send an email using the Marketo Outlook plugin, it is sent through the user's Exchange server rather than Marketo's email servers. Many users have an email signature that is automatically added to the email. This adds additional HTML to the email, which does not match the template already in Salesforce Sales Insight. Normally, Marketo would create a new template which Salesforce could then display in a link in the Activity History. However, in this case, the Marketo sync user does not have the necessary permissions, so this error results. To fix this, enable the "Edit HTML Templates" permissions to your Marketo Sync User.   Who This Solution Applies To Customer who are using Sales Insight for Salesforce and Outlook    
View full article
Issue Activity History in Saleforce shows this message: [Email details are being uploaded from Marketo...please check back later] when emails are sent out from the Marketo Outlook Plugin.     Solution This message is created because of insufficient privileges for the Marketo sync user inside of SFDC. There is a permission for “Edit HTML Templates” that needs to be enabled for the sync user in order to prevent this problem from occurring. Background: When you send an email using the Marketo Outlook plugin, it is sent through the user's Exchange server rather than Marketo's email servers. Many users have an email signature that is automatically added to the email. This adds additional HTML to the email, which does not match the template already in Salesforce Sales Insight. Normally, Marketo would create a new template which Salesforce could then display in a link in the Activity History. However, in this case, the Marketo sync user does not have the necessary permissions, so this error results. To fix this, enable the "Edit HTML Templates" permissions to your Marketo Sync User.   Who This Solution Applies To Customer who are using Sales Insight for Salesforce and Outlook    
View full article
Issue Syncing a SFDC custom field that is not on the Lead, Contact, or Account object.   Solution Any custom field created in Salesforce that is not linked with Lead, Contact or Account objects will not sync to Marketo. Only the Lead, Contact and Account objects can be synced down to Marketo by default. If you would like to have any custom field synced to Marketo, it must be associated to a Lead, Contact or Account object in Salesforce. Custom Objects created in your Salesforce instance can be part of Marketo too. To use a custom object in Marketo, it must be associated to a Lead, Contact or Account object in Salesforce as well. For more information on syncing Salesforce Custom Objects, please see the documentation here: SFDC Sync: Custom Object Sync. Fields on the SFDC Custom Object do not become fields in the Marketo lead database, but can be used as filter constraints on Custom Object filters - Add/Remove Custom Object Field as Smart List/Trigger Constraints.  
View full article
Issue You receive a notification that the Salesforce sync failed with the error "SalesForce Sync Error: UNABLE_TO_LOCK_ROW"   Solution This indicates that something else in Salesforce was writing to the record at the moment the Marketo Salesforce sync tried to make the update. Since only one "user" at a time can update a record, Marketo was unable to do so, and the sync failed.   Marketo will retry an operation a few times if this keeps being received but will fail and move on if it happens too many times. If these have recently become common, you might want to look into any new API integrations to SFDC that you've deployed or any new AppExchange packages with your SFDC Admin to see if you might be able to tune it to avoid this collision.   Who This Solution Applies To  Customers integrated with Salesforce.
View full article
Issue Can Interesting Moments and Web Activity be written on the Account object in SalesForce? Solution Marketo does not have permissions or capabilities to write to the account object. Marketo can only write data to the Contact or Lead Object in SalesForce. If you want to have that data recorded on the Account object, you would be able to setup a custom SalesForce work flow to add that data to a field or as an activity in SalesForce. This data will not be usable or recognized by sales insight however.
View full article
Issue What is the typical sync interval timing? Is there a timing difference between updates and inserts? If the change originates in SFDC vs MKTO? Solution By default the sync interval in Marketo is set to 5 minutes. This can be set to be greater than 5 minutes on request. Now this doesn't mean that Marketo will sync updates every 5 minutes, it means that there will be approximately a 5 minute wait after one sync cycle finishes and and the next sync cycle begins. The duration that an individual sync cycle will take depends on how many records for each object need to be updated/created. Remember flow actions in smart campaigns are immediate, so if you ever don't want to wait for the background sync for a specific lead or set of leads then you could always run an intimidate flow action, just bear in mind that flow actions use 1 API call per lead record whereas the background sync is much more efficient and can handle 200 records with just one API call.    
View full article
Issue Issue Description The custom object you created in SalesForce isn't showing up in the tree in Salesforce Objects Sync, or isn't showing up at the right level in the tree.   Solution Issue Resolution Make sure the Custom object has a lookup or Master-Detail relationship to the Lead, Contact, or Account object. Also ensure that the lookup field is visible to the Marketo Sync User  
View full article
Issue A record in Marketo failed to sync to Salesforce due to a Field Validation error.  Errors may include the following: Failed: FIELD_INTEGRITY_EXCEPTION:  INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST: bad value for restricted pick list field. Solution 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. This commonly happens when Country/State picklist is enabled on your SFDC instance. As a consequence, SFDC will reject any record with country/state value does not belong to the list and so you will have to make sure that countries are set correctly everywhere in Marketo, and especially: in forms in data management campaigns in imports For example, if you try to pass the value "New York" to Salesforce, it will not be accepted. Salesforce will only accept "NY". The error messages you're seeing are coming from Salesforce because the State fields have been standardized to only accept certain pick-list values. In order to get these records to sync with Salesforce you'll need to update them to have valid values. Contact your SFDC Admin to get the list of accepted values for that field and update the record in Marketo with the appropriate value that is accepted by SFDC. If you feel like pick list is not necessary on SFDC, you could just disable the state or country pick lists in SFDC by following the below document https://help.salesforce.com/articleView?id=admin_state_country_picklist_enable.htm&type=5     Who This Solution Applies To Customers integrated with Salesforce    
View full article
Issue You have multiple domains for your landing page CNAMES and want to choose which one is used for a landing page. Solution First, you will need to make sure your secondary domains are set up with a CNAME and a domain alias. You don't choose a domain when creating the page.  All pages are created under the default/original landing page domain, but they're all available from all domain aliases as well. Swapping out the default domain with the domain alias in the URL will take you to the same page.  You find more detail on this here - Multiple Domains (CNAMEs) in a Single Marketo Instance  
View full article
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.        
View full article