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Issue Description The lead's activity log shows that the 'Sync Person to SFDC' flow step failed because of the following message:   "Failed: INVALID_CROSS_REFERENCE_KEY: Record Type ID: this ID value isn't valid for the user:"   Issue Resolution The issue is the SFDC ID value populated in the "Record Type ID" field is not considered a valid value in Salesforce for the Lead/Contact.  You'll want to work with your SFDC Admin to identify a valid value or try deleting the value in Marketo and then updating this value from the Salesforce side.     Is this article helpful ? YesNo
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FAQs included in this article Overview RTP has many options for integration with other systems. Some of these integrations are built in native integrations and some can be made using custom API development. This doc will answer frequently asked questions relating to these integration options. Note: For custom API development information, please check out the Marketo developers page: Home » Marketo Developers Does RTP have an integration with AT Internet? RTP doesn't have an out-of-the-box integration with AT Internet yet, but since both RTP and AT Internet have API capabilities, you can develop some custom integration options. AT Internet info: Easily share analytics data in dashboards | AT Internet Does RTP have an integration with Nielsen? RTP doesn't have an out-of-the-box integration with Nielson, but since both RTP and Nielsen have API capabilities, custom integrations can be developed. Nielson info: Nielsen API Portal | home How do you identify customers that use retargeting? To identify these customers, you can create a free user in BuiltWith to get a full list. Google Remarketing: Websites using Google Remarketing Facebook Retargeting: Websites using Facebook Page Promoter Does RTP have an integration with WebTrends? RTP doesn't have an out-of-the-box integration yet with WebTrends yet,but custom integrations can be built utilizing the API options in RTP and WebTrends. WebTrends is a Marketo LaunchPoint partner, so the main Marketo platform does have an integration available. Information about that integration can be found here: Webtrends – Webtrends Multi-Channel Measurement and Retargeting – Marketo LaunchPoint. Is there a way to integrate RTP with Demandbase? Demandbase is a competitor for RTP, so there isn't any integration offered between RTP and Demandbase. When comparing the data accuracy between RTP and Demandbase, RTP was found to be on the same level with Demandbase, and in some cases even had stronger matches to identify anonymous visitors. Demandbase is a Marketo LaunchPoint partner though, so the main Marketo platform does have an integration available. Information about that integration can be found here: Demandbase – Demandbase Analytics, Forms & Content Targeting – Marketo LaunchPoint How can RTP integrate with custom data sources? RTP has the option to push custom data using the API and then segment audiences based on it with the User Context API filter. RTP accounts can have up to 5 “Custom Variables” sent to RTP. Using the segment editor, you can create targeted segments based on these variables and then build campaigns that will be displayed just to visitors if their information matches this custom variable data. Helpful Links: Information about RTP Segments can be found here: RTP Segments - Marketo Docs - Product Docs Information about the RTP User Context API can be found here: RTP User Context API » Marketo Developers What are the differences between the terms "Lead" and "Visitor"? Don't worry, these terms are easily interchangeable! Marketo refers to potential customers as "Leads" because you are actively marketing to them and they're 'leading' towards a sale. RTP refers to them as "Visitors" because they're 'visiting' your website. Of course, these visitors could also be leading towards a sale, and you can even target RTP Segments towards Marketo Leads when using known lead data, but typically in RTP they're still called "visitors". In RTP we talk about anonymous website visitors and traffic. Every day companies get thousands of visitors to their websites, but most are anonymous (average of 98%) and leave the website without giving their contact details. RTP identifies the visitor's organization name, industry, location and digital behavior based on their IP address and other sources in real time. You can see a list of organizations visiting your website in RTP. Most of the visitors you see there are anonymous and you don't have their contact details so they usually aren't "leads" like in Marketo. Are Lead Data Fields returned in the RTP Visitor API? No, Lead Database fields are not returned in the Visitor API. This is expected behavior. See RTP Get Visitor Data API » Marketo Developers This API returns the following data: Organization name Industries Location Country State City ISP ABM Lists code name Matched Segments Alternate Options: In some cases, you can leverage the Associate Lead API call for what you're trying to do. Another option will be to create segments in RTP the use known lead data conditions. Once matched, these segments will be returned in the API (under "matched segments”). For example, create an RTP segment that targets known leads with lead score > 50. Then whenever a visitor matches this segment, this data will be available in the Visitor API.   What fields are synced from Marketo to RTP Out Of The Box? How many custom lead fields can I add into RTP? RTP allows up to 30 fields to be synced from Marketo (including the standard fields). The fields that are being synced can be changed using the directions here: Manage Lead Data in RTP - Marketo Docs - Product Docs
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Issue Issue Description How to enable multiple selections in a picklist/select field in a Marketo form.     Solution Issue Resolution In the Field Properties, choose Field Type "Select" Edit Values to include your desired picklist options in the field Check the box for "Multiple Selections" This is a article attached image
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Issue You are re-branding your domain and would like to know if it is possible to transfer cookies from one domain to another.     Solution While there are general approaches to sharing cookies across domains, this is outside the scope of Marketo Support. Included below are some non-Marketo resources on approaches for sharing cookies https://stackoverflow.com/questions/12370495/share-a-cookie-between-two-websites codeguru.com/csharp/csharp/cs_internet/article.php/c19417/Sharing-Cookies-Across-Domains.htm. The best point of contact will be your web developer and they will be able to help you out on this regard.        
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Issue Why does the record in Marketo do not have an Opportunity when its matching synced Contact in Salesforce has an Opportunity? Solution The Opportunity of the Contact in Salesforce does not have an Opportunity Contact role. "Marketo associates Opportunities and contacts using Opportunity Contact Roles. Opportunities without any Contact Roles assigned will sync to Marketo, but won't belong to anyone. For example, the person won't qualify the Has Opportunity filter." SFDC Sync - Opportunity Sync If the Contact in Salesforce has an Opportunity Contact Role, reach out to Marketo Support to check if there is a sync backlog.   Who This Solution Applies To Customers who has Salesforce integrated to Marketo
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Issue Description Person/Lead Source is empty. Why isn't it populating?   Issue Resolution Marketo does not automatically assign Person Source. We do populate Original Source Type.   Assigning credit for a Lead can only be determined by someone with intimate knowledge of a company's marketing strategies.  If someone fills out a form, Marketo doesn't know if they were brought to that form by an email blast, TV commercial, talked to a salesperson, or any number of other reasons. If they came in through a List Import, they could have attended a Tradeshow and signed up there, they could have been exported by a CRM and are being imported, or any number of other ways.  There are many discussions on best practices for handling Lead Source attribution in the Community.  If you need assistance setting up Smart Campaign to update the Lead Source based on your specific business criteria, please contact Marketo Support. Is this article helpful ? YesNo
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Issue Description Do webhook calls contribute to the daily API limit/quota visible in [Admin > Integration > Web Services > API Call Information] ? Issue Resolution No, webhook calls are not counted as part of the daily API limit. Webhooks do not have any execution limits.
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Issue Description: Salesforce refreshed your sandbox and it no longer syncs with Marketo Issue Resolution: As a safety precaution, once an instance of Salesforce is synced up with Marketo, we no longer allow the user to sync this particular instance of Marketo with any other instance of Salesforce. When Salesforce does a “refresh” of your sandbox, they are actually canceling your old sandbox account and creating a new account and pulling fresh data from your production. This means the refreshed sandbox is actually a different account and has a new OrgID. Marketo Support can assist by unlocking your Marketo sandbox to be synced up with a refreshed Salesforce sandbox. If you run into this scenario, please create a support ticket requesting that we enable the reset of the OrgID for your SFDC sandbox.
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Issue Is to possible to set up a distribution list (for internal employees) in Marketo? Solution There is no such feature called "Distribution list" in Marketo. An email can be sent to people only of they are part of your lead database. Alternate Workaround: You can create a excel sheet for your internal employees with their email addresses and import them into a Marketo static list.  You can refer this list in your smart campaign whenever you would need to send a communication email. Note: Mark the email you send as "Operational" to ensure that it reaches all the people in the imported list.    
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Issue Your SFDC team wants to enable the SFDC feature associating contacts to multiple accounts.       Solution If a contact is associated with multiple accounts in SFDC, the Company Name field will contain that primary account name – and Marketo will have no visibility into the fact that the contact is also associated with other accounts. One way to do this in Marketo is actually to create a purposeful duplicate of the contact- one associated with the first account, the other associated with the second account and so on. At this time, there are not any plans to enable people in Marketo to be associated with multiple accounts.
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Summary A service issue has been identified that can potentially cause duplicate leads to be generated in Marketo for customers using Microsoft Dynamics (MSD) CRM. This issue only applies to customers using MSD 2016, and only when upgrading to MSD version 9. Who is Impacted All customers using the native CRM Sync between Marketo and MSD 2016  Already Impacted: Customers using MSD  2016 Version 9 with Marketo Lead Management (MLM) solution version 4.0.0.23 or lower Potentially Impacted: Customers using MSD 2016 version 8 or lower who plan to upgrade to version 9 The issue of duplicate leads being created occurs when the MSD instance is upgraded to version 9 All customers who have already upgraded to MSD v9 are already impacted If you have MSD but have not yet upgraded to v9, you are not yet impacted, but could be by upgrading to MSD v9 Who is Not Impacted Customers using MSD On Premises CRM instances Customers using Dynamics 2011, Dynamics 2013, or Dynamics 2015 Customers with Salesforce CRM When the Service Issue Occurs Qualifying a Lead to a Contact in MSD may not be reflected properly in your Marketo subscription. Expected Behavior: The existing Lead record in Marketo is converted to a Contact record (i.e. the Microsoft Type for the person record should change from Lead to Contact). The existing record in Marketo remains synced to this record in MSD Current Behavior: A new Contact record is created in Marketo to sync with the Contact record in MSD. The existing Lead record in Marketo becomes orphaned (no longer synced with any record in MSD). Additionally, the orphaned Lead record in Marketo contains the activity history while the new Contact record in Marketo contains the contact information Resolution There are two parts to the solution, depending on whether you have already upgraded your MSD 2016 instance to version 9. If you have not yet upgraded your MSD 2016  instance to v9, you will only need the first step. If v9 has already been installed, you will need to perform both. Part One - Install the latest Marketo Lead Management solution A new version of the Marketo Lead Management solution has been released for Dynamics 2016 that prevents duplicate records from being created when upgrading to MSD 2016  v9. This solution must be installed before upgrading to MSD 2016 v9. Installation Process      1. Within your Marketo subscription, you will need to download the latest version of the Marketo Lead Management solution.  Documentation on how to download the Marketo Lead Management solution for MSD can be found here:  Download the Marketo Lead Management Solution Documentation on how to upgrade the Marketo Lead Management solution for MSD can be found here: Upgrade the Marketo Solution for Microsoft Dynamics NOTE: Microsoft Dynamics has 4 product versions that Marketo supports; Dynamics 2011, Dynamics 2013, Dynamics 2015 and Dynamics 2016. The only product version this applies to is Dynamics 2016. No other product versions are impacted in any way. 2. Install the new Marketo Lead Management solution in your MSD 2016 instance as a normal update. Be sure to install the new solution on top of your existing solution in Microsoft Dynamics as a normal update.  Part Two – Correcting Duplicate Records in Marketo This step only applies to customers who have already upgraded to MSD 2016  v9 prior to the new Marketo Lead Management solution being released. This part applies to customers who have had duplicate records created in Marketo. In order to eliminate the duplicate records that were created in error, we must first identify those records. The next step is to merge the two duplicates together. In this scenario, due to both records being synced to MSD, it is a little complicated. Build a Smart List to Identify Duplicates Use the following filters to identify the impacted records: Duplicate Fields > Email Address Microsoft is Deleted > True Microsoft Type > Lead When finished, your Smart List will look like this: This Smart List will identify the duplicate records created by this service issue. When this issue occurs, both of the duplicate records are synced to MSD. It is not possible to merge two records if they are both synced to MSD. However, Marketo Support is able to disconnect the sync of one record on the back end and perform the merge of the two records. Submit a Case with Marketo Support Merging these duplicate records is only possible when done by Marketo’s Engineering team. Contact Marketo Support to open a Support case. Be sure to include all related details, including the link to your Smart List. Marketo Support will evaluate the duplicates and escalate the ticket to our Engineering team. The Engineering team will perform the merge for the records.
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Complete these Marketo Quick Wins from the User Manual (Help Articles) to learn the core features of Marketo! 1. Get Set Up and Add a Lead 2. Send an Email 3. Landing Page with a Form 4. Simple Scoring 5. Email Auto Response 6. Import a List of Leads 7. Drip Drip Nurture 8. Personalize an Email 9. Alert the Sales Rep 10. Update Lead Data To run through some more activity and exercises that are guaranteed to show you more of how to use core functions in Marketo, check out the Learning Exercises from the User Manual for details
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Issue Description We have a field (Field Label: Account Record Type, Field Name: RecordType, Data Type: Record Type) in SFDC that is visible to Marketo Sync User but it is not syncing the field to Marketo. We are unable to find the specific field in Admin -> Field management.   Issue Resolution We do not have the Record Type field synced to Marketo. Instead, we sync the Record Type ID, which gives the alphanumeric string for the record type.   Marketo Sync user does not have access to Salesforce record type.   There is a work around to get the record type names that is discussed here:   https://nation.marketo.com/blogs/marketowhisperer/2016/04/09/setting-the-sfdc-record-type           Who This Solution Applies To Customers integrated with Salesforce Is this article helpful ? YesNo
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Issue You are unable to log into Marketo because you need to be authorized on your device. Solution Marketo tracks authorized devices by IP. If you are logging in from a different network, such as a home or hotel network, your IP will be different and you may need to authorize or re-authorize your device. Also, some networks assign IPs dynamically, so even if you are logging in from a location and device you have used before, the IP address may have changed and you would need to re-authorize the device. You should receive an email with a code that allows you to authorize and log in. If for some reason you are not able to do so, please contact support and we can authorize your device for you. Another option would be to disable the IP restrictions in the Admin panel: Admin > Login Settings > Edit IP Restrictions.    
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Issue Description URLs generated by a Velocity script token are not tracking when a person clicks on the link in an email Issue Resolution Velocity scripting enforces strict formatting of links in order for them to be tracked: or must be included in the URL.  If using a variable, the or must be output outside of the variable. The URL must be part of a fully formed <a> tag.  No other type of link tag will work Links must not be outputted from within a for or foreach loop To ensure links are tracked properly, set the entire path inside a variable and then print the variable. Correct: #set($url = "www.example.com/${object.id}") <a href="${url}">Link Text</a> Correct: <a href="example.com/${object.id}">Link Text</a> Incorrect: <a href="${url}">Link Text</a> (missing http/https) <a href="{{my.link}}">Link Text</a> (missing http/htpps, cannot reference an outside my.token) <page xlink:type="simple" xlink:href="example.com">Click me</page> (must use an <a> tag)
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Issue Issue Description You have found the phrase 'lead unsubscribed from list unsubscribe.' as the listed reason for a person being marked as Unsubscribed, or you are seeing it in the details of a 'Unsubscribe Email' action.  Solution Issue Resolution This message appears when someone has unsubscribed using a special 'list-unsubscribe' option automatically contained in Marketo emails, as well as most other reputable marketing emails. This 'list-unsubscribe' feature is an email address contained in the background header information of the email. Any time someone sends an email to this address, their email address is unsubscribed from your database. This is almost always done by that person's email client, using their inbuilt 'unsubscribe' features, such as the ones in Outlook, Gmail, or other common email clients.
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Issue Reporting options available for Text-Only emails. Solution There is no available reporting to determine the performance of Text-Only emails. When an email is sent from Marketo, both the HTML and Text-Only versions are sent, and the receiving server chooses the one to hand off. Marketo uses a single pixel image to track Open activity emails. Since there are no images in Text-Only emails, Open activities cannot be tracked.  However, Clicked Link activities can be tracked as long as URLs in the Text-Only emails are formatted according to this document - Add Tracked Links to a Text Email.
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Issue Initial MS Dynamics sync gives the error 'is missing prvReadSdkMessageProcessingStep privilege'   Environment MS Dynamics CRM integration Solution Issue Resolution These permissions, found within Security Role, require a Microsoft Dynamics Admin to set and change., Navigate to Settings > System > Security and select Security Roles icon. Click on the Marketo Sync User to bring up the individual access level for each individual entity. For the sync to work the individual privileges are as follows: Under 'Core Records':   Under 'Customisation':   Under 'Custom Entities': Any role with Marketo needs to have all permissions.     More information on Managing Users and Security Roles can be found on the Microsoft Dynamics Site: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/manage-users       Root Cause The error indicates the Marketo Sync User in Dynamics lacks some of the required permissions for the sync.
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Issue Unsubscribes are no longer or only sometimes attributing to email assets after switching to a custom unsubscribe page, form, one click unsubscribe or not using the Marketo system default Unsubscribe field.   Solution There are a series of steps that must take place for Marketo to attribute unsubscribes to the email asset for reporting purposes.   The record must click a link in the email asset which contains the following querystring parameter on the link. This link may be to a Marketo landing page or a non Marketo landing page, either will work fine. Required parameter: ?mkt_unsubscribe=1&mkt_tok=##MKT_TOK## The record must submit a Marketo form. The system default Unsubscribed field must change from false to true via this form submission. (this can be changed back to false after the submission if you do not use this field for unsubscribes) If these actions do not occur as above, we may not attribute the unsubscribe to the email asset. Why are some being tracked? Those that are being tracked are almost always because of the record unsubscribing via the email host provided link (ex. GMail hosted emails) Are records unsubscribed even if it does not attribute to the email? Yes, as long as the field Unsubscribed is true on the record, we will not send the record a non-Operational email. If you would like a one click unsubscribe solution for your records, this is still possible through the use of the Forms 2.0 API and submitting the form in the background.    
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Issue How to use the REST API to check for deleted leads. Solution You would need to use the specific endpoint This will pull a list of leads deleted within a specific timeframe.  Deletions older than 14 days may be pruned.      
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