Knowledgebase

Sort by:
Issue External tracked webpages are not showing up in "Visited Webpage" or "Filled Out Form" Smart List filter. Solution Munchkin tracked pages will not show up in Smart List filters until a known lead visits the webpage. To make sure the webpage shows up, do the following: Make sure that you have the Munchkin tracking code on those webpages. Use a test lead to visit the page and you may have to fill out a form or send an email to the lead to make sure that the lead is tracking on your machine. Check the test lead's activity history to make sure the visit is logged. Try entering the webpage in the filter again. Note :- Customizing Munchkin code can also be responsible for the same.
View full article
Overview These instructions will show you how to add a filter to Segments that will prevent a visitor from seeing the same campaign twice. When done this way, each visitor will only see the associated Campaign once and won't see it again.     1. Locate and select the User Context API filter (in the API category).     2. Select "Campaigns - Viewed" from the "Select field to add" drop down.   3. Select "is not" and insert the Campaign ID.     Where to find the Campaign ID The Campaign ID is the identifier used by RTP to specify which Campaign you are referencing. It can be found in the URL for the campaign once you've navigated to it. Look for the number in the end of the URL, just after "reactionId=".             4. Click the plus sign to add a second field to the filter. Choose "Campaigns - Viewed" as the second field, same as the first.   5. Select OR from the AND/OR field. 6. Select "is empty" for the second Campaigns Viewed filter option. S     Finally please make sure that the campaign is not marked as "Sticky", as this will make it appear every time.   You're all set! This segment will now only match visitors who have not seen the campaign yet.
View full article
Issue Description The Get Lead Activities REST API is not returning any activities even though the lead referenced definitely has multiple activities of the type being called.   REQUEST: [munchkinID].mktorest.com/rest/v1/activities.json?access_token=x&leadIds=123&nextPageToken=ABC&activityTypeIds=46   RESPONSE: { "requestId": "xyz123", "success": true, "nextPageToken": "ABC", "moreResult": true }   Issue Resolution The Get Lead Activity REST API are reliant on timestamps for their nextPageToken. Each Get Lead Activity call will go through 300 activities of ALL types from the timestamp placed on the nextPageToken. This is supported by the article developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#/Activities/getLeadActivitiesUsingGET   "By default, the endpoints mentioned in this section will return 300 activity items at a time.  If the moreResult attribute is true, this means that more results are available. Continue to call the endpoint until the moreResult attribute returns false, which means that there are no more results available."   Based on that, the reason why the API call does not return any activities is that it does not find any activities of type 46 in the 300 activities it checks from the timestamp placed on the nextPageToken   So when making a Get Lead Activity call for a specific activity type, ensure that nextPageToken is as close as to the timestamp of the specific activities Is this article helpful ? YesNo
View full article
You can download the HTML for this newsletter template: To customize the style: Copy the email template to any text editor. Replace #312B7B with your corporate color.  Download TrayColor if you need a tool to get the color from your website. Replace the Logo with your own logo (search for "logo" in the source).  If you upload an image to Marketo for this purpose, make sure to use the full URL. Replace the Title at the top Replace the Contact Info in the footer at the bottom Optional -- change the sidebar width (search for "250px")* Paste back into the Marketo Email Template and Preview.  Everything should be ready to go. *The Curved Paper with Sidebar will not render correctly if you change the sidebar width. If you are interested in submitting an email or landing page template, please send the following to community@marketo.com: A brief description of the newsletter An HTML version of the template
View full article
Included in this article:   Overview Viewing Visits in the Visitors List Example of what this looks like Explanation of How It Works Overview Often when looking at a segment based on "number of visits", you may see some leads who look like they should not qualify. These leads are usually qualified, but it may not be evident by looking at the matched visitors.     Viewing Visits in the Visitors List When viewing visits, the data scope is Daily / Weekly / Monthly: Because of this, a visitor might show up here as visiting for the first time (in the selected scope) but in fact, they visited a few times in the past before the selected time range. This is why a segment that is supposed to match visitors on their >2 visits may be matching visitors that show up as on their 1st visit.   Example of what this looks like Filter used in Segment: Visitors List Showing less than 2 visits   Explanation of How It Works RTP stores the total number of visits each visitor has to your website in a cookie: cookie name cookie example trwv.uid supportqe-1440082006718-df69a80e%3A12   The last number in the cookie represents the number of times the visitor visited this website (in this case it's 12). This cookie is stored in the visitor's browser for 2 years (unless deleted) and is updated every visit. So, if the visitor came to your site 11 times about 7 months ago, then when they came back again to your site the one time today, they would match the filter looking for visitors who had been there more than twice, but the visitor list would only show 1 visit since that's all that has happened within the last month it's looking for.  
View full article
Issue Description Duplicate records were sent an email from an Email Program. Issue Resolution While Marketo prevents sending emails to duplicate records (i.e. same email address) via the same smart campaign, it is possible to send an email to duplicate record when there is A/B test configured for the email program. Specifically, one record can be sent an email from the test sample size while the duplicate record can be sent the email from the winner sample size [see For example, if there are two records for "mary@mail.com" in the audience, Mary can be sent two emails as follows: One record can be sent the email by qualifying for receiving the test from the sample size of the A/B test The other record can be sent the email by qualifying for receiving the winner from the sample size of the A/B test Note: sending the test and sending the winner utilizes individual campaigns which is why the systematic deduplication of emails within a smart campaign does not take effect for this scenario. To prevent this from occurring, exclude the duplicate records from the smart list of the email program.
View full article
Issue Is there a way to prevent opening a new browser window when a mailto/email address link in an email is clicked? Solution The reason why the link clicked in an email redirects to a new browser window occurs is because the link is a tracked link. As per design of Marketo tracked links, they are required to be loaded in a browser first which is why the mailtolink/email address clicked is loading in the browser first. If you wish to load the link clicked in the same window and not redirect to a new browser window, you will need to disable tracking on the link. https://docs.marketo.com/display/public/DOCS/Disable+Tracking+for+an+Email+Link    
View full article
Issue After syncing a Salesforce Custom Object to Marketo, you aren't sure how to edit the fields within the Custom Object.     Solution It is not possible to edit SFDC Custom Objects within Marketo. The Sync User in SFDC only has read-access on Custom Objects. It is not possible to change these settings to allow write-access. Any necessary changes will need to be made within Salesforce.
View full article
Issue You notice that new records in Marketo have the 'Website' and 'Company Name' fields populated with the domain of their email address.     Solution This will happened when a new lead is created by a form fill-out. If the new record is imported or created manually then this would not apply. This design decision has been a part of the code for many years where the domain of the email is used for the company name and website fields on the lead record. This feature cannot be disabled.    
View full article
NOTE: To secure your Marketo landing pages requires either Marketo SSL for Landing Pages (obsolete service) or Secured Domains for Landing Pages. Please contact your Marketo Customer Success Manager for more information or to purchase.   With Marketo’s Secured Page Services: SSL for Landing Pages, Marketo customers were responsible for providing the original SSL certificate and updated certificates upon expiration. If you have reached this page because you are providing an updated certificate, an upgrade is required.   What’s changing: Marketo has discontinued the Secured Page Services: SSL for Landing Pages service and its manual certificate renewal process. This is being replaced with the Marketo Secured Domains for Landing Pages product which provides all needed certificates and manages renewals automatically.   Action Required: Please contact your Marketo Customer Success Manager to add the the Secured Domains for Landing Pages product to your subscription.   Once you’ve purchased Secured Domains for Landing Pages for your instance:   OPEN A NEW SUPPORT CASE Marketo login required. Select Case Type - "Help me setup/create" Select Case Issue - "System Configuration" If you have multiple instances, please provide us with the Munchkin Code (Found in Admin > Munchkin) of the instance that is ready. Format ###-XXX-###.   Marketo will then have certificates generated to cover all the domains and subdomains that you’ve set up in your instance. Within 3-business days, we will create a secure server endpoint. Please plan accordingly for this 72-hour turn-around-time.   How is the new Secured Domains for Landing Pages Better? With Marketo’s new Secured Domains for Landing Pages product, you no longer have to provide renewal/updated certificates to Marketo. We’ll procure any necessary certificates and manage their renewals automatically – giving you a more secure and convenient solution for securing your pages! For more information, please see our Overview & FAQ: Secured Domains for Landing Pages.   Do I have to upgrade? An upgrade is required. Marketo no longer supports the legacy Secured Page Services: SSL for Landing Pages certificate renewal process.
View full article
Issue Occasionally, you will find it useful to provide someone a direct link to an RCE report. If you merely 'Open' the report, it will open in the same tab, and the address bar URL will not change. There is a different way to obtain the direct URL to the RCE report.     Solution When opening an RCE report, if you 'Open in a new window', this will pop-out the report in a new window with the direct URL to the RCE report.     Once the report opens in the new window, you may Copy and Paste the URL.    
View full article
When you change or delete a field in Salesforce.com, your marketing assets or campaigns may need changes.  Marketo automatically emails the account admins when this occurs. Finding fields in use It's up to you to correct any references to those changed fields in your assets; you may need to make copy changes, remove form fields, or update emails to remove those references.  You can use the Field Management tool to find where a field is being used: Field Management Hiding fields If you've deleted a field from Salesforce and no longer want it in Marketo, you can easily hide them from the user interface as long as they're no longer in use. (Marketo doesn't allow you to delete fields from the application.) Instructions for hiding a field are in the Field Management documentation: Field Management Multi-value fields If you change a multi-value field or select box's values in Salesforce, Marketo does not update those values in your form fields.  You need to check if the form labels or values need to be updated to match the changes in Salesforce.com.  If you do make changes to a form, remember to re-approve the landing pages that use the form
View full article
Image: Step Flow for Predictive Content for Web and Email What are Content URL Patterns? This post explains the first part of the flow image above: the discovery and tracking of content for the Predictive Content app. During the setup phase, the marketer defines their content URL patterns (See Create Content Patterns for more information), in order for Marketo to discover HTML content (e.g., blog posts, press release, news articles) across a domain. Setting URL patterns allows Marketo to auto-discover content when a web visitor clicks on the HTML web page within the content pattern. This content is then added to the All Content page in Predictive Content. Setting up URL Patterns Go to User Profile > Content Settings > URL Patterns. (For more information, see the Getting Started doc: Getting Started with Predictive Content) Image: URL Patterns Page   Rules for Content URL Patterns Use of a wildcard (*) is permitted throughout the expression. e.g., domain.com/*  or  domain.com/*blog* It's recommended to use /* at end of the expression to continue pattern discovery. e.g., domain.com/blog/* to discover all your blog posts in the blog folder Content Patterns are not case sensitive. URL Pattern: "domain.com/Blog/*" will discover all HTML pages on "domain.com/Blog" and "domain.com/blog" Parameters in URLs are not discovered. Auto-content discovery removes the URL parameters in order to avoid discovering the same content URL multiple time with different parameters.   Examples of Content URL Patterns   Domain URL Pattern Type Result domain.com blog/* Pattern Discovers all your content that matches the pattern domain.com/blog/. Example: domain.com/blog/5-top-tricks domain.com/blog/2017/new-year-solutions domain.com/Blog/3-best-recipes domain.com article/2017/* Pattern Discovers all your content that matches the pattern domain.com/article/2017/ Example: domain.com/article/2017/5-top-tricks domain.com *datasheets* Contains Discovers any URL that contains the word "datasheets" Example: domain.com/datasheets/5-top-tricks domain.com/blog/5-top-datasheets domain.com press-release Exact Only one HTML page is discovered: Example: domain.com/press-release domain.com   Exact If the domain is selected and the URL expression left empty, the URL pattern will discover only the home page Example: domain.com sub.domain.com blog/* Pattern Discovers all your html pages in the folder blog only on the sub domain sub.domain.com
View full article
Issue Description "Relative Score" and "Relative Urgency" values are not automatically updating in Marketo and CRM even when scores have changed on records.   Issue Resolution Resolve any configuration errors showing in the Sales Insight section of Admin.  Configuration errors between Sales Insight and your CRM can cause the relative scoring task to fail to update values of the "Relative Score" and "Relative Urgency" fields.   SFDC Configuration Instructions: https://docs.marketo.com/pages/releaseview.action?pageId=2360368    Microsoft Dynamics Configuration Instructions: https://docs.marketo.com/display/public/DOCS/MSI+for+Microsoft+Dynamics      Who This Solution Applies To Customers with Sales Insight   Is this article helpful ? YesNo  
View full article
An email being filtered to a quarantine or bulk mail folder happens after the recipient mail server has accepted message.  Once an email has been accepted by a mail server, it is impossible to tell where it went or what happened to it.  Note that this is true of any mail sent by any system on the Internet.   Every mail server has configurable filters that determine how received mail will be handled.  The mail server administrator should be able to adjust those filters to ensure delivery of emails based on their business standards, or there may even be end-user-configurable controls that can accomplish the same thing.   If test mailings you are sending to yourself or your colleagues are being filtered to a quarantine or bulk mail folder, you should consider asking your email administrator to whitelist Marketo’s IP ranges.  They can be found here.   You can also improve your deliverability in general by setting up SPF and DKIM records, and branding your tracking links.
View full article
Issue Description Change Lead Owner reason shows "Synched from salesforce.com - fixup Lead Owner." Issue Resolution The "synched from salesforce.com fixup lead owner" activity means the lead owner was switched within SFDC, often times through auto-assignment rules. The phrase "fixup Lead Owner" is what Marketo records when it is taking the Owner ID being passed from Salesforce and translating it into the Lead Owner values (First Name, Last Name, Email Address, etc) to populate into Marketo.
View full article
Occasionally, you may open a form that you have never filled out before and suddenly; the form is already pre-filled with someone else’s information.  This is a result of someone else’s decorated/tracked link being passed to you. There are essentially five ways this this behavior usually happens: If that lead decides to forward that email information, they are willingly sending an email meant for them to someone else. Marketo tracked emails are intended as direct to lead only(forward to a friend is on the road map). The lead replies to a campaign with a sales rep that was in the from address and the sales rep clicks the link in the reply Fill-out form or click link took place on a computer other than what the lead owns, that computer will have that leads cookie. The Marketo user copies a link from an email already sent out(customer replies) that contains tracking on it and pasted it as a hyperlink in a new email, then used that email to send it to other leads. If the lead blogs about the decorated link. There are a few options on how to prevent this from happening: Commonly the issue pops up internally, where a lot of testing goes on, the remedy for this is to make sure you’re clearing browser cookies between tests. Don't copy links from email replies from customers into new Marketo emails. On campaigns that have promotional values like a free "iPad" consider removing the tracking for that link as it may be shared, to do this add a class to the link of "mktNoTrack". Additionally, you can Disable Prefill for a Form Field
View full article
Issue Description You try to approve a segmentation and get the error message of "No possible draft" even when there is a draft in place. Issue Resolution This error message can be a little misleading, as there usually is a draft in place. Check to make sure that segments in the draft have smart list filters in place and that there are no empty values in the smart lists. An example of an empty value would be "First Name is ____" instead of "First Name is Joe."
View full article
Some companies sending campaigns to specific audiences would like to reject  email addresses from specific domains when users fill out a form on a landing page.   The solution is a simple JavaScript containing a list of invalid domains.   Below is an example developed by Marketing Developer Murtza Manzur. Please add the following script to your landing page using the Custom HTML section in the Landing Page Editor. Is this article helpful ? YesNo
View full article
Issue How do you delete the data in Marketo Custom Object records, or in specific fields on the custom object if the the custom objects have already been created and approved? Solution Marketo Custom Objects are not accessible via the User-Interface. API calls must be utilized in order to delete this record data.   You can delete the records via the 'Delete Custom Objects' call Delete Custom Objects   If you are interested in extracting any of the existing data, you can use the following GET call. You will need to make a 'Get Custom Objects' call Edit Custom Objects   Here is an additional resource that may be useful and relevant List Custom Objects
View full article