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Issue Users for your Marketo instance are unable to log into the instance. Solution Check your landing page URLs and email links. If these are also unavailable, your Marketo instance may have been shut off. Marketo Support can confirm whether your instance has been deactivated, but are not able to reactivate it.  In this situation, please contact your Marketo Account Representative to discuss the status of the instance and regaining access.        
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Issue: You would like have leads rate content (for example) and need the buttons to display horizontally. Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Solution: The buttons are laid out in a table format so adjusting margins and padding doesn't seem to do the trick, use CSS instead. Add the following to a custom HTML block: <style> tr {float:left;} </style> Disclaimer: This solution does not work for IE7 as it does not support the Float property correctly, this solution was tested in FF 5 and IE8/9 . If your curious on browser usage check here.
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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 Description How to view email opens and their time of activity per recipient? Issue Resolution Generally, the date/time stamps on email opens by recipient can be retrieved via the results tab of a smart campaign. If the emails were sent via an email program, go into the Control Panel and click the View Results link in the Audience pane. The other ways to get the activities and time by recepient is to: 1.) Create a smart list to find all leads that have opened the specified email and inspect each activity log docs.marketo.com/display/public/DOCS/Locate+the+Activity+Log+for+a+Person docs.marketo.com/display/public/DOCS/Filter+Activity+Types+in+the+Activity+Log+of+a+Person OR 2.) Use the activities REST API developers.marketo.com/rest-api/lead-database/activities/ developers.marketo.com/blog/get-activity-data-via-the-rest-api/ developers.marketo.com/blog/retrieve-activities-for-a-single-lead-using-rest-api/ developers.marketo.com/blog/polling-for-activities-using-rest-api/
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The Marketo users at your organization have created several special campaigns for your leads and contacts.  Typical examples include sending someone a whitepaper about a new product or mailing a series of nurturing emails for people not ready for sales.   To add a lead or contact to one of these campaigns, go to that person's detail page and find the Actions menu in the Marketo Sales Insight section.  Pick Add to Marketo Campaign and click Go:     You can also select leads in your list and search views if you've added the Add to Marketo Campaign button to those views.    You can add 200 leads at once this way:     After picking the leads, you'll see a list of potential campaigns; below the selected campaign is a brief description provided by your marketing team.    Pick the campaign for this person in the Campaign Name pulldown, then click Finish: Related Article: Quick Start: Marketo Sales Insight for Salesforce Is this article helpful ? YesNo
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Issue Description Calls made to the REST API return response code 611 "System Error". Issue Resolution Submit a Customer Support ticket with the following information The full body of the REST API call including the endpoint being called The full body of the REST API response The date and time that the call was made Customer Support will work to diagnose the root cause of the error and the reason a more identifiable error code is not being returned instead.     Is this article helpful ? YesNo
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Say you have a landing page with a form. You can dynamically change the form's follow up page based on values in the form by following these instructions. Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. On a Marketo landing page, the follow up page is stored in two form fields -- returnURL and retURL.  You can change them with jQuery by adding a custom HTML block in to your landing page: <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // set no conflict mode for jquery   var $jQ = jQuery.noConflict();   $jQ(document).ready(function(){     // set the new follow up page     $jQ("input[name='returnURL']").attr('value','http://www.yourcompany.com');     $jQ("input[name='retURL']").attr('value','http://www.yourcompany.com');   }); </script> To change this based on a value submitted in a form, you need to find the id of the field to read from.  You can find that ID by previewing the web page, viewing the source code for the page, then finding the label for the form field in the HTML.  In this example, it's TimeToPurchase: <label>Time To Purchase:</label><span class='mktInput'><input class='mktFormText mktFormString' name="TimeToPurchase" id="TimeToPurchase" type='text' value="" maxlength='255' tabIndex='1' /> Next, use a jQuery hook to change returnURL and retURL when the form is submitted.  We'll also use jQuery to read the form field values. Drag in a Custom HTML block onto your page, then paste in the following Javascript.  You must change the following for it to work correctly: TimeToPurchase: to the ID of the field you're reading from (leave in the #) URL: all the URL assignments to the locations where you want the user to go If you need to check for additional values, add extra "case...break;" statements to the switch. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript" language="Javascript"> var $jQ = jQuery.noConflict(); function changeFollowupURL(){      // first, set the default follow up page   var URL = 'www.company.com/defaultPage.html';      // override the default based on form values      // Replace this with your own rules for setting the new URL   switch ($jQ("#TimeToPurchase").attr("value")) {     case "6 months":       URL = 'www.company.com/Page1.html';       break;     case "1 year":       URL = 'www.company.com/Page2.html';       break;   }     // set the new follow up page   $jQ("input[name='returnURL']").attr('value',URL);   $jQ("input[name='retURL']").attr('value',URL);   return true; } // catch when a form is submitted, change the followup URL function formSubmit(elt) {   changeFollowupURL();   return Mkto.formSubmit(elt); } </script> The Javascript needed to read the value from the form field may be different depending on the type of the input (text box, select box, check box, etc.).  See the jQuery selectors documentation for other methods of getting those values, and Setting or Getting a Form Field Value via Javascript on a Landing Page for more on how to get the IDs of the fields.
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Issue You want to use Slack with webhooks to be able to customize the integration a bit more than using it as a Launchpoint service. Solution We will assume you have already created your App within the Slack API page  we will cover everything after that here. 1) Make sure you are logged in so you can access your App through the Slack API page. 2) Select your App: 3) From here you will want to select the "Incoming Webhooks" from underneath "Features": 4) Use the on/off toggle to the right of the title "Activate Incoming Webhooks"   5) Select the "Add New Webhook to Workspace" button to create a new URL that we will use for our webhook within Marketo: 6) Select where you want to post, either at a specific user or channel:   7) Now we are directed back to the page we were one, hit the copy button next to the Webhook URL to copy the URL as we will need it for a later step. 😎 Login to your Marketo instance and navigate to the Admin section. 9) Select Webhooks 10) Select Create Webhook. For the following fields assign the appropriate values: Webhook Name*        =        What ever you want to name Description                 =        A description of what the webhook is used for URL*                           =        Here is where we paste the URL we copied before Request Type*            =        POST Template                     =       This is the information you want to send to your slack channel/user It should in the following format:                                              payload={"text": "DEVELOPER SITE ALERT: {{lead.First Name:default=edit me}} {{lead.Company:default=edit me}},                                                            {{lead.Email Address:default=no email address}}" } Request Encoding Token     =  None (You can change this if you want) Response Type                    =  None 11) Click create and now we are ready to call our webhook and send necessary data to our users in Slack!  
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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.
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Issue Description You are having issues with Single Sign On and Support requests for you to provide the SAML Response. How can you find this information? Issue Resolution There are multiple ways to capture a SAML Response, but the easiest one is by using SAML Tracer (addons.mozilla.org/en-US/firefox/addon/saml-tracer/), a Firefox plug-in or other similar plug-ins or add-ons for Chrome such as SAML Chrome Panel (chrome.google.com/webstore/detail/saml-chrome-panel/paijfdbeoenhembfhkhllainmocckace?hl=en) which adds a SAML tab to the built in Developer Tools. As with any third party integration, make sure you're comfortable with permissions they request and you fully trust them before you proceed. Many teams also use networking tools like Fiddler - these should also work just fine. Once you or the user having the log-in issues have one of these tools installed, you'll need to attempt to login via SSO on the appropriate browser and the plug-in/add-on will capture the SAML response. The result should look similar to XML with many references to saml in the tags. Who This Solution Applies To Users implementing single sign-on (SSO) for their instance Is this article helpful ? YesNo
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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 Your IT department wants to know why they need to create separate subdomains for Marketo email tracking links and Marketo landing pages, and cannot simply use the web domain you already have.     Solution Each web domain can only point to one resource.  Your company's web domain (www.example.com) points to the server or web hosting service that handles your company's web page.  It cannot also point to Marketo's email link tracking server or Marketo's landing page web server.  Additionally, since the link tracking server is separate from the landing page server, you need two different CNAME sub-domains, one for the email links (email.example.com) and one for your landing pages (lp.example.com).    
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Issue Description You are utilizing Forms on Marketo Landing Pages, and want to run reporting on these forms.   Issue Resolution Currently the only asset reporting Marketo has is Email, and a little bit of Landing Page reporting. We would not have this ability to report on Forms.   One option would be to use Web Page reporting  -  this reported information would be limited to Marketo Pages with numbers of records who filled out the form, listed under "conversions." You could then create a Smart List to identify leads who have filled out these forms.     Is this article helpful ? YesNo
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Before sending a Marketo email, you can preview it in order to ensure accuracy and the correct design. In Design Studio, find the email in the tree. Clicking on the email opens the Details page for that email. Click Preview Email to see the email as recipients will see it. You can also preview an email from the Email Actions dropdown menu.     The Previewer provides a highly accurate rendition of your email. You can even preview every possible combination of content that can be generated using Dynamic Content and lead data brought in by tokens.   For emails using Dynamic Content, you can send multiple versions of a test email at one time, up to 100 emails all sent to one specific email destination. If you are using the View Lead Details option, you can use a list you select. The list can be created expressly for this purpose. If the list is longer than 100 leads in length, only the first 100 leads will be used.   Marketo creates variations using the content you specify for the Segments that leads belong to; tokens are also resolved. This allows you to see exactly what your users will see when they receive the email, even when you use multiple Segmentations in a single email.   Note: If the email, and the campaign that sends it, are in the same Program, each My Token will resolve to the value appropriate to that Program. However, if the email and the campaign are in different Programs, the My Token resolves differently depending on how the email is sent. For sending test emails and single flow actions, the My Token resolves to the value appropriate to theemail’s Program; for emails sent by campaigns, the My Token resolves to the value appropriate to the campaign’s Program. Is this article helpful ? YesNo   Use the Previewer   To preview an email, find it, then follow these steps:   1.   In Marketo Lead Management, choose the Design Studio tab. Look at the tree on the left-hand side of your screen. 2.   In the tree, click the + next to Emails. A list of landing pages opens.   3.   In the tree, click the email you want to use. Details appear for the email. 4.   Click the button, Preview Email.  The Previewer opens. 5.   Inspect the page carefully.   6.   If you find problems, click Preview Actions, and choose Launch Editor. You can then fix problems in the Email Designer.   7.   If you used Dynamic Content, the version shown is the Default for all Segmentations used by the email. To view other versions, choose View by Segment from the pull-down; use the left and right arrows, and the Segment pull-down in the top right corner, to view each combination of Segments. The version of the email reflecting each combination of Segments displays.   8.   If you used Tokens or Dynamic Content, and you want to see how the email will render for a set of preselected leads, choose View by Lead Detail from the pull-down, then choose a list from the pull-down in the dialog box which appears; use the left and right arrows, and the pull-down, to step through the leads. The email updates with information for that lead.   9.   To send a test email, for any version of the email, bring that email onscreen in the Previewer; then, click Send Test. That version of the email will be sent as a test email. Tokens at the global level will be resolved; My Tokens – tokens that are a local asset to a Program – will not.   10.  When finished, close the Previewer.
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Included in this article Overview Due to changes in the SFDC integration, you may need to take action to continue syncing data to your Salesforce instance. The primary change affected a small number of fields syncing to your Salesforce instance, requiring the fields be recreated to continue syncing the data. Another change affected Salesforce Professional edition customers, requiring them to purchase API access from Salesforce in order to keep syncing all of the Salesforce integration, not just those affected fields. What Changes Were Made? Marketo's MLM AppExchange package has been retired. The MLM package itself didn’t do much, but was responsible for syncing 16 Marketo fields to Salesforce. The configuration update shut off the sync of data to the MLM package and these original fields. You can keep syncing the same data to SFDC but it requires creating new custom fields in SFDC. Once the fields are created, a drip process is initiated to backfill existing data from Marketo into the new fields in SFDC. The MLM package was officially deprecated as of January 31st, 2017 and data has stopped syncing to the fields created by the MLM package. The Marketo integration with SFDC Professional edition will not be able to continue with the existing API token. SFDC Professional edition customers must purchase API access from SFDC. This applies to the newly recreated fields as well as the rest of the integration. SFDC Fields Affected The configuration change stopped data from syncing from these 16 Marketo fields to their 32 corresponding SFDC fields (16 on the Lead object, 16 on the Contact object). The data in these fields inside of SFDC is no longer current. Lead Score Acquisition Program Acquisition Program Id Acquisition Date Original Search Phrase Original Source Info Original Source Type Original Referrer Original Search Engine Inferred Company Inferred Metropolitan Area Inferred Phone Area Code Inferred State Region Inferred City Inferred Postal Code Inferred Country Most customers only used a couple of these fields in their Salesforce instance – Lead Score and Acquisition Program. However, if your SFDC users rely on any of the 16 fields affected, you’ll need to make some quick modifications to the integration setup to recreate the fields. Keeping Field Data in SFDC The sync of data into these 32 fields has been shut off. If you want to keep syncing data from these fields to use it in SFDC, you’ll need to create new custom fields in SFDC for the Marketo data to sync into, using specific API names to match up to the original Marketo fields. Details on how to recreate these fields can be found here: Adding Marketo Fields to Salesforce Scoring Still Displays in MSI The Sales Insight Score tab on Lead records in SFDC will continue to show up-to-date score information. This view will not be impacted in any way. No Data Will Be Lost Marketo is the source of this data, and the data inside of Marketo will not be touched. The data in Marketo will continue to stay current, as it always has. The change made affected how it was passed into SFDC. No matter what, the data will be preserved inside of Marketo. SFDC Professional Edition All editions of Salesforce require API access for any integration to work. Professional Edition customers need to ensure that they have the add on of API access from Salesforce in order to continue syncing between Marketo and Salesforce. This includes the newly recreated fields as well as the rest of the integration. Marketo Sales Insight MSI utilizes API calls to communicate with Marketo, so even if you are only using MSI and not the rest of the Marketo - SFDC integration, it will still require API access with Salesforce. Preventing Problems in SFDC Since the fields in SFDC are brand new fields that have just been created, everything in SFDC that references the original fields will need to be updated to point to the new fields instead. This includes all Workflows, Apex Triggers, and AppExchange packages for 3rd party software and Reports. As soon as the new fields are recreated in SFDC, the Marketo fields are remapped to those new fields. The backfill process begins and the sync is cut off to the older existing fields, so they immediately stop updating. This results in two important things to be aware of: Everything in SFDC referencing the older original fields will be referencing old data that is no longer updating. The backfilled values entered into the newly recreated fields will be seen by SFDC as brand new values, not the existing values that they are in Marketo. This can cause your Workflows, Apex Triggers, AppExchange packages for 3rd party software and Reports to all behave differently. For full details on this, please see Changes to Marketo Salesforce Sync – Preventative Troubleshooting Where to Go for More Information Frequently Asked Questions Check out our FAQ for the answers to the most commonly asked questions. Changes to Marketo Salesforce Sync – Frequently Asked Questions Discussion thread We've created this discussion thread in the community to address any questions you may have. This discussion thread will be monitored by the Marketo team to ensure you get answers to your questions. Changes to Marketo Salesforce Sync – Questions and Discussion Preventing Problems In Salesforce Recreating the new fields in Salesforce can cause your Workflows, Apex Triggers, Reports and AppExchange apps behave differently. They'll need to be updated and this doc will show you what to watch out for: Changes to Marketo Salesforce Sync – Preventative Troubleshooting   Under the Hood Documentation This doc will give you all of the nitty gritty details of exactly what is happening. If you're looking for in depth technical details, this is the go-to doc to check out! Changes to Marketo Salesforce Sync – Under The Hood Recreating Affected Fields There are different versions of Salesforce, but don't worry, all of the details on how to recreate the affected fields as well as a video tutorial can all be found in the documentation here: Adding Marketo Fields to Salesforce Contact Marketo Support If you would prefer to talk to someone live, please contact Marketo Support over any of the channel listed here: Contact Marketo Support .
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Current Microsoft Dynamics Version New Microsoft Dynamics Version Requires a New Marketo Instance On-Premise 2016/365 (Version 😎 On-Premise (Version 9) No* On-Premise 2013, 2015, 2016/365 (Version 😎 Online (Version 9) Yes Online 2016 (Version 😎 Online (Version 9) No Migrating from any Microsoft Dynamics version (On-premise or online) to a custom integration will require a new Marketo instance since the Account and Opportunity tables are locked and there is no tool or solution to unlock them. *If a customer is moving to a new on-premise version they will need to move to a new Marketo instance if they plan to update GUIDs and Service Org URL. If the GUIDs and Service Org URL will both stay the same they can use the same Marketo instance.
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Some fields in Marketo are read-only. It is not editable by completing forms. Change Data Value flow steps, on the lead detail page, or list imports. Here is a list of many of those fields: SFDC lead fields Lead Owner First Name Lead Owner Last Name Lead Owner Email Address Lead Owner Phone Number Lead Owner Job Title SFDC Campaigns SFDC Type SFDC Opportunity fields Number of Opportunities Total Opportunity Amount Total Opportunity Expected Revenue Other built-in and custom opportunity fields SFDC Account fields SFDC Accounts are not editable from Marketo Marketo lead management system fields Anonymous IP Black Listed Cause Created Date Deleted In Sales Do Not Call Cause Email Suspended Email Suspended At Email Suspended Cause Full Name Inferred City Inferred Company Inferred Country Inferred Metropolitan Area Inferred Phone Area Code Inferred Postal Code Inferred State Region Is Anonymous Lead Partition Revenue Cycle Model Lead Revenue Stage Marketing Suspended Cause Original Referrer Original Search Engine Original Search Phrase Original Source Info Original Source Type Parent Company Name Registration Source Info Registration Source Type Unsubscribed Cause Updated Sales Insight system fields Last Interesting Moment Date Last Interesting Moment Desc Last Interesting Moment Source Last Interesting Moment Type Priority Relative Score Relative Urgency Urgency Salesforce custom objects SFDC custom objects are all read only
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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  
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Issue You want to use a Marketo Form in an email. Solution Forms cannot be used in email. Forms rely on using scripts to be able to pull and send data, but email clients will usually scrub or prevent the execution of scripting languages such as Javascript for security reasons. Note: Including scripts in your email can increase the chances of your email being classified as spam as well.    
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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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