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As part of the September 2012 release, Marketo exposed the ability to create a Webhook.  Webhooks are essentially HTTP callbacks that allow you to send a "payload" (i.e. xml, json) to a URL and include parameters. Here is a walk-through on how to create a Webhook that sends an SMS Message to a Marketo Lead using the Twilio messaging platform. Step 1 Sign up for a Twilio Account (www.twilio.com).  Be sure to follow the instructions on validating any numbers that will be used to send an SMS message. Step 2 Navigate to Admin in your Marketo Account Step 3 Select Treasure Chest from the left tree and click Edit in the Webhooks section Step 4 Check the box to Enable Webhooks Step 5 In the Admin menu, select  Webhook and click New Webhook Step 6 Enter the Webhook details as defined in the below screenshot.  A powerful feature of Webhooks is that you can include Tokens as part of the URL and/or Message for further customization. Note:  You will replace the [ACCOUNT_SID] & [AUTH_TOKEN] values with what is specified in your Twilio account. Step 7 Create a Program/Campaign in Marketo.  In the example below, a Program/Campaign was created with associated LandingPage/Form to send out an SMS text message when the lead fills out form. Step 8 See the activity appear in the Activity Tab for that lead in Marketo Step 9 Check SMS activity in your Twilio Account Log
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Issue When you are entering the names of Facebook Forms into Marketo triggers, filters, and/or other fields, Marketo may present an error (red-squiggle) under the name value, stating that the value is invalid.     Solution The reason that Marketo states this value is invalid is because the Facebook Form has not yet been filled out for the first time. Only after an existing Marketo record has filled out the Facebook Form will the name value of the form be in the Marketo system. If you were interested in setting up a trigger campaign to trigger off Facebook Form fillouts, you would first have to fill out the form with a test record that exists in the Marketo Lead Database. For filters within a batch campaign or Smart List, or entering the form name in any other fields, the same resolution would apply: fill out the form with a test record that you are associated with in the Marketo Lead Database.    
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Issue You have Visibility Rules enabled for a field on your form, but the field is not shown or hidden as expected based on the values in the other fields.     Solution If you have enabled visibility rules for Field B but the field is not showing/hiding as expected when the correct value is chosen in Field A, one possibility could be the with the setup with the selected operator in the rule.  When using visibility rules for Field B, the "is" operator will use and reference the displayed values of Field A, but "contains" will use the stored values.   For example, let's say you have a visibility rule that should display the a particular field when 'Marketo Lead Management' is selected for the "Product Interest" field. The displayed value for the field (the one shown to the customer) may be "Marketo Leads Management" but the stored value for the field (the value written to the lead record) is "MLM". If you set up the visibility rule as "Product Interest is Marketo Leads Management", the rule will look at the Display Value and see a match.  However, "Product Interest contains Marketo Leads Management" will look at the Stored Value, which is "MLM." It will not see the match, and the field will not be displayed. 
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Have two form fields you want to merge into one? Try this jQuery script. In short, any time someone changes focus off one of the selected fields, the destination field will be updated. Build the form For example, say you want to populate a field called Full Name with the first and last name provided in the form. First, go to the Form Editor and add Full Name as a hidden field in the form. Next, open the landing page for editing, or create a new one and add the form to the page. Get the form IDs You'll need to get the IDs of the form fields. Go back to the Design Studio, preview the page, then view the source in your browser. You'll need to find the entries for the fields you want to retrieve the values from and set the concatenated value into. For example, if you're looking for the First Name field's id, it's FirstName: <label>First Name:</label><span class='mktInput'><input class='mktFormText mktFormString mktFReq' name="FirstName" id="First Name" type='text' value="" maxlength='255' tabIndex='1' /><span class='mktFormMsg'></span> Note: Marketo Technical Support is not equipped to troubleshoot custom javascript. It is recommend to work with an experienced developer when implementing custom javascript. Add custom Javascript In the Javascript below, replace the following: destinationField: id of the field where the appended value will go ("#FullName") joinFields: a list of the field ids it should read from ("#FirstName,#LastName") joinString: text that goes between each item (" ") Add the Javascript to your landing page as a Custom HTML element.  Test it to make sure it works correctly, then approve the page. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript">     // set no conflict mode for jquery   var $jQ = jQuery.noConflict();     // jQuery selector of the field that receives the joined value   var destinationField = "#FullName";     // jQuery selectors of the fields to be joined together.     // Use "#ID option:selected" if it's a dropdown   var joinFields = "#FirstName,#LastName;     // the text that will be added between each item   var joinString = " "; $jQ(document).ready(function(){    // You may need to change the field types that trigger the concatenation    // depending on the input types you're using in the form   $jQ("input,select,option").blur( function () {     concatFields()   }); }); function concatFields() {   $jQ(destinationField).attr("value",      $jQ(joinFields).map(function(){        return $jQ(this).val();      }).get().join(joinString)   ); } </script>
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Issue Description Why does some emails do not appear as an 'Email Filter' option in an Email/Email Link Performance Report? docs.marketo.com/display/public/DOCS/Filter+Assets+in+an+Email+Report   Issue Resolution The reason why some emails do not appear as an 'Email Filter' option in an Email/Email Link Performance report is because the emails were used in an A/B test. Similar to the product behaviour illustrated below, when adding an A/B test, the selected email will not be directly selectable or appear as an Email Filter option in an Email/Email Link Performance report.   "When adding an A/B test, the selected email will no longer be available for use in any other program." docs.marketo.com/pages/releaseview.action?pageId=2359491   In order to report on the A/B test emails that do not appear in the Email Filter option, the parent program can be selected. Is this article helpful ? YesNo
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Issue Issue Description You are unable to log into multiple instances at one time so you spend time switching between instances frequently.     Solution Issue Resolution Chrome profiles can be used to log into multiple instances at the same time on the same computer in different chrome windows. Rather than logging out then logging into additional instances, you can simply switch between windows. Setup:  Here is a 1 minute video that walks through the setup process: embed.vidyard.com/share/kpx65nDnwivFuRPyktmJgW?   If you have not logged into google chrome:   Click the main menu in the upper right corner Click Settings  (or navigate to chrome://settings/) Under the people section click Add person Choose an avatar and give your profile a name If you have already logged into Google Chrome:   Click your profile icon in the upper right corner of google chrome (next to the main menu button) Click Manage People Click Add Person Choose an avatar and give your profile a name.   To access the profiles when you open chrome you can click your profile icon in the upper right corner of chrome then click the name of the profile you wish to access, this should open a new window you can use to log into Marketo.  
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Issue When adding a checkbox field to the form, usually it appears after the field label. Here is how to swap the check box to the left and label to the right. Solution Checkbox position can be changed by following the below steps: Insert the checkbox field into the form Delete the text in the field label Set the label width to zero, set field width to 10 Add rich text to the form (enter in the rich text editor what you want to appear to the right of the checkbox) Move the rich text block to the right of the field.        
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Issue When using Email Script Tokens to generate URLs in an email, the URLs fail to resolve and show the email script in the browser's address bar rather than the URL.   Solution Email Script Tokens are written using Velocity Script, this means the Email Script Token must compile on the sending server before the email is delivered. This issue typically happens when you are trying to include a Email Script Token in a tracked link. Tracked links will always appear in your email as either your branded domain and a randomized series of characters, or begin with 'mkto' followed by a randomized series of characters. Marketo uses tracked links to help gather link clicks and cookie leads who are visiting your website. This is awesome, but this stops Email Script Tokens from compiling. You have two options for resolution:   Remove the Email Script Token from the link, and consider creating a person attribute to use instead. Custom person attributes can be referenced as Person Tokens in a Email, and Person Tokens work great with tracked links. Disable the tracking on this link. This can be done by adding the following class to the HTML of your link: class="mktNoTrack" More can be read on disabling link tracking here.
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Issue What to do if you've exceeded your daily limit of API calls.     Solution If you go Admin > Web Services in Marketo, you will see a section called API Call Information. The number next to "Enforced Daily Request Limit" lets you know how many API calls you can make daily. If you need this number to be increased, the best option is to contact your Custom Success Manager; they can help you start the process of increasing your limit.    
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You may want to allow the user to select multiple values for a single field when filling out a form. Here is how: 1. Find the form you want to add the multi-select field to, select it and click Edit Form. 2. Under Template Form Fields, find the field and drag it into the canvas. 3. Select the field you just dragged in. 4. Under Form Properties, change the Input Type to select and click into the canvas to apply changes. 5. Select the field again. 6. Add the list of options in the following format to Value List: Lead Management, Sales Insight, Revenue Explorer, Financial Management 7. Check Allow Multiple Sections. 8. Click in the canvas to apply changes. There you go! Now approve the page this form is on and leads can hold CTRL/Command and click to select multiple values before submitting.
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You or your users may be having problems with images not showing up in the body of an email. If images are that are embedded in the body of the email are not showing up in recent versions of Microsoft Outlook, then follow these steps: Outlook 2007 1.       Open Outlook. 2.       Click Tools -> Trust Center (Outlook 2007). 3.       Uncheck the box, ‘Don’t download pictures automatically in HTML e-mail messages or RSS items’. 4.       Click OK; restart Outlook and check that images appear. Outlook 2010 1.       Open Outlook. 2.       Click File -> Options -> Trust Center (Outlook 2010). 3.       Click ‘Trust Center Settings’. 4.       Uncheck the box, ‘Don’t download pictures automatically in HTML e-mail messages or RSS items’. 5.       Click OK; restart Outlook and check.
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Question: Will the munchkin tracking code work on different sites? For example, my company has 2 domains DomainA.com DomainB.com. DomainB.com is a separate site for our blog. Will the munchkin code work on the 2nd site? I want to incorporate the 2nd site into my lead scoring measures. Answer: Munchkin CAN pass domains, however what it can not do is bring across information. Thus, if you have a domain of A, when a known lead passes out of domain A and into domain B, its activity will be tracked, however, it will be tracked anonymously. In addition, there will be no way to link the activity of a known lead in Domain A to the anonymous lead in Domain B, even though they're the same lead. The next step to tie the activity to one lead would be to do one or more of the following: Manually merge the separate anonymous leads Nurture the lead under each domain, send emails with tracked links to each domain, the activity will be tied together under that lead and automatically merged.  
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Issue Learn how to design smart campaigns using triggers and filters within the same campaign. Create a campaign that reacts to several different initiating actions or conditions, such as a change in lead status, form fills, or change in data values. Find out whether triggers and filters can be used together, how to combine them effectively, and how to apply advanced filter logic to achieve the desired workflow.   Solution Marketo allows the combination of triggers and filters within a smart campaign. Triggers are considered as initiating events that start the campaign, while filters are used to further refine the selection of leads based on specific criteria. Triggers are always evaluated with an OR logic, meaning if any trigger event occurs, the campaign will consider it for further action. Filters, on the other hand, can be evaluated using AND logic, OR logic, or advanced logic, depending on the requirements. Steps for smart campaign configuration: Combining triggers and filters: In a smart list within a smart campaign, you can have multiple triggers. Each trigger is treated with OR logic, meaning if any of the triggers occur, the campaign will proceed to evaluate filters. Filters are then applied to further refine which leads or records should move through the campaign flow. By default, without advanced logic, filters are evaluated with AND logic, meaning all filters must be true for a lead to qualify. Using advanced filter logic: Advanced filter logic can be used once you have three or more filters. You cannot use advanced logic to change the inherent OR logic of triggers. Filters can be combined using AND, OR, and other complex logical conditions, but this logic applies only to filters, not to the combination of triggers and filters. Understanding the distinction between triggers and filters: Triggers are based on activities or actions, such as Data Value Changes or Person is Created. Filters are based on properties or criteria of the lead records, such as Product Interest = C or Field A = B. A trigger can only occur once per lead action, whereas filters can continuously apply to lead records based on their properties. Creating complex logic: To create a logic such as (Trigger1 AND Filter1) OR (Trigger2 AND Filter2), you would set up two separate smart campaigns or smart lists, as within a single, smart list, triggers cannot have AND logic between them or between triggers and filters. Troubleshooting smart campaigns: If a smart campaign is not running as expected, review the combination of triggers and filters to ensure the logic is set up correctly. Remember that a trigger must occur for any filters to be evaluated. Verify that the filters are correctly defined to match the leads you intend to target after the trigger event. By understanding and applying these principles, you can effectively manage smart campaigns in Marketo, ensuring that the right leads are targeted with appropriate actions based on both their activities and their attributes.
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Issue By design, there are several fields that are ignored by the sync during the integration with SFDC. These fields cannot be mapped to a Marketo field.    Solution If you want one of these fields synced to Marketo, you will want to create a custom SFDC field to map to Marketo, then put a process in place for SFDC to populate the standard field data into the custom field.   System fields ignored for all objects: 'CreatedById' 'LastActivityDate' 'LastModifiedDate' 'LastModifiedById' 'MasterRecordId' 'SystemModstamp'   Account: 'Fax' 'Ownership' 'Rating' 'ShippingCity' 'ShippingCountry' 'ShippingPostalCode' 'ShippingState', 'ShippingStreet' 'TickerSymbol'   Contact: 'Name' 'AssistantName' 'AssistantPhone' 'HomePhone' 'LastCURequestDate' 'LastCUUpdateDate' 'MailingCity' 'MailingCountry' 'MailingPostalCode' 'MailingState' 'MailingStreet' 'OtherCity' 'OtherCountry' 'OtherPhone' 'OtherPostalCode' 'OtherState' 'OtherStreet' 'ReportsTo'   User: 'Name' 'Department' 'Alias' 'CallCenterId' 'City' 'CompanyName' 'ContactId' 'Country' 'Division' 'EmailEncodingKey' 'EmployeeNumber' 'Extension' 'ForecastEnabled' 'LanguageLocaleKey' 'LastLoginDate' 'LocaleSidKey' 'OfflineTrialExpirationDate' 'OfflinePdaTrialExpirationDate' 'PostalCode' 'ProfileId' 'ReceivesAdminInfoEmails' 'ReceivesInfoEmails' 'State' 'Street' 'TimeZoneSidKey' 'UserPermissionsAvantgoUser' 'UserPermissionsMarketingUser' 'UserPermissionsOfflineUser' 'UserPermissionsCallCenterAutoLogin' 'UserRoleId' 'Username'   Lead: 'Name' 'IsUnreadByOwner'   Campaign - None   Opportunity - None      
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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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Issue How to export a list of all the field mappings between Marketo and SFDC.     Solution Issue Resolution You can do export field mappings by following these steps: Go to Admin > Field Management. Click over a tab to Field Mapping. Click the export button, next to the search bar at the bottom.  
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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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Question   For those who do not want forms to pre-populate and/or track web behavior on a specific page (ie. referral sign-up pages), follow the instructions below to disable the Munchkin tracking JavaScript. Note, forms filled out on a page without Munchkin will not get Fill Out Form activity written to the lead Activity Log.   Solution   Edit a landing page template Go to the HTML Source tab Find the line: <?php echo $mContext['endElements']; ?> Add the highlighted portions: <!-- <?php echo $mContext['endElements']; ?> --> Re-approve the landing page template and any associated landing pages This change only applies to customers with Marketo Versions Released in 2013. Is this article helpful ? YesNo   Please make clear notes for other users that will use this template - this will eliminate confusion on the page tracking behavior.
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FAQs Included in this Article:     Overview How clicks on Web Personalization assets and campaigns are recorded in the activity log How often does Web Personalization sync with Marketo Is it possible to sync multiple Marketo instances with one Web Personalization account What custom field types are supported What is a unique visitor in Web Personalization What is the time zone setting on the Marketo Web Personalization server that is used to count impressions   Overview Your Marketo instance and your Web Personalization instance end up interacting and transferring data in many different ways. Below are answers to some of the most frequently asked questions about Web Personalization's integration with the Marketo instance.   How clicks on Web Personalization assets and campaigns are recorded in the activity log These activities are recorded as the 'Data Value Change’ Activity Type. The fields 'Web Personalization Assets’ and  'Web Personalization Campaigns’ are changing all the time to include all the assets and campaigns the lead clicked on.   How often does Web Personalization sync with Marketo Lead data gets synced every 5 minutes Data regarding programs and smart campaigns is synced every 15 minutes   Is it possible to sync multiple Marketo instances with one Web Personalization account Currently, there is no way to do this. Each Web Personalization account will be tied to one account in Marketo and vice versa.   What custom field types are supported All field types are supported except for Formula fields. For more information on custom field types, visit Custom Field Type Glossary - Marketo Docs - Product Docs   What is a unique visitor in Web Personalization A unique visitor refers to an individual that has visited your web page, regardless of how often they visit. For example, when an individual goes to your web page on Tuesday, then again on Wednesday, this is recorded as two visits from one unique visitor.   What is the time zone setting on the Marketo Web Personalization server that is used to count impressions The server is set to record data in U.S. Central Time (CT), but the time stamps you will see in the UI are based on your local time zone. Very rarely, a visitor might show up twice if they visited on separate days according to CT but not your time zone.
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Once you have the RTP tag installed onto your website, there are several steps that RTP goes through to actually display a Campaign on the web page. Below we describe the process from the tag being loaded to the Campaign being shown on the page. Beware, the details are somewhat technical, so tread with caution!   When the page with the RTP tag is loaded, the RTP script (rtp.js) is loaded. This script includes all of your individual tag configurations, and it triggers a sequence of actions:   First, information about the visitor is sent to the Marketo servers, including: Referral site Search terms and the visitor's IP address. Using this IP address, several things about the visitor can be deduced relatively accurately: Location (country, state, city, zip code) Organization name (if applicable) Organization group (Enterprise, SMB, Fortune 100, etc.) If the visitor is a known lead in your Marketo lead database, RTP will pull values for all of the default Marketo fields and custom fields.   Next, RTP will check if the visitor qualifies for any of your pre-defined Segments based on this information about the visitor. If the visitor does match a Segment that's attached to a Campaign, that Campaign will be loaded on the page being visited.   Finally, once the Campaign has loaded on the page, the visitor's browser takes note that the visitor has seen the campaign. This allows for Campaigns that are not sticky to be only loaded once per visitor.
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