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Marketo can send key employees notifications of any errors that occur during the Salesforce sync. Follow the steps below to get started.      1. Click Notifications.      2. Click Subscribe.      3. Open the Notification type drop-down, and select CRM Sync.      4. Enter the email addresses to subscribe, separated by commas, then click SUBSCRIBE. That's it! Those emails will now receive important notifications about any problems with the Salesforce Sync.
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Issue Lead conversion/qualification through workflows in Microsoft Dynamics CRM resulting to duplicates (i.e. Lead and Contact) in Marketo Environment Microsoft Dynamics CRM Lead conversion Sync Solution While lead qualification through workflows is currently not supported, one approach that we saw implemented by a customer that did not result in duplicates is by redeveloping the lead qualification workflow using the msdyncrmWorkflowTools (1.0.54.0): QualifyLead step. Dynamics-365-Workflow-Tools/Qualify Lead.md at master · demianrasko/Dynamics-365-Workflow-Tools This was verified to result in no duplicates as the workflow writes the "Create [Qualify Lead]' operation type to the Marketo Log which is like the standard qualify button. Should there be any further assistance needed in developing the lead conversion workflow, it's recommended to engage with our Professional Services / Consulting team Root Cause Marketo's integration with Microsoft Dynamics CRM currently does not support custom qualify workflows.
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Issue Issue Description After an email send, the number of emails sent is much lower than the number of people that qualified for the sending Smart Campaign or Email Program.   Solution Issue Resolution One possible reason you are seeing a different number of emails sent versus the number of people that qualified for that is email is because of communication limits. If a person qualifies for an email, Marketo will try to send it. However, if a lead has already reached their daily or weekly communication limit, Marketo will not send the email (with the exemption of operational emails). To check to see if a lead did not get an email due to communication limits, follow the steps at Email Program Fails to Send Emails.
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Question: How are the Original Search Engine and Original Search Phrase fields populated?   Answer: Both fields are intended to be populated if the very first webpage visit is due to the lead clicking on a link from a search engine. If the lead logs their very first webpage visit to your website via directly typing in the URL or clicking an email link then the Original Search Engine / Search Phrase will not be populated. Due to security and privacy concerns, current search engines no longer pass this informations, but we retain the fields so that leads who had values populated for them previously can retain that information.   .    
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Summary This method can be used when moving a CNAME from an old instance to a new instance. Often at times, when changing to a new instance, this question can come around, and ones would wonder how to do it or a solution on how to do it. This steps will show you the two phases which I will explain below. (Note: This would need to be done before the old instance deactivated) Issue A CNAME needs to be moved from an old instance to a new instance Solution NOTE: You cannot have the same CNAME in two different instances (Pointing to two instances, e.g. cname1.company.com pointing to instance1.mktoweb.com and instance2.mktoweb.com)   Key terms: CNAME 1 = Initial cname in the old instance CNAME 2 = Additional cname created in the old instance INSTANCE1 = Old instance (Instance Name) INSTANCE2 = New instance (Instance Name)   Phase 1: --------------- 1. Create an additional CNAME (a replacement CNAME) which you would want to swap as the default in the second step. CNAME 1 > INSTANCE1 (Default) <Existing CNAME in the Marketo Admin > Landing Pages section> CNAME 2 > INSTANCE1 This would be the additional CNAME created for the replacement.   2. Swap the default with the replacement CNAME you just created in step 1 and set this CNAME1 as a domain alias in the old instance. CNAME 1 > INSTANCE1 A domain alias in the old instance. CNAME 2 > INSTANCE1 (Default)   —————————————————————————————————————————————————————————————————   Phase 2: --------------- ** Transition might not be smooth during the cutover. 🙂 (The Landing page links might get some interruption during the cutover)   During the Cutover (Before the old instance deactivated) :  1. [Your Action] - To remove the CNAME1 which is a domain alias in the old instance (INSTANCE1)  2. [Your Action (IT Team)] - To create CNAME1 as a domain alias in the new instance (INSTANCE2).  (During this time the link to old landing pages will be broken) 3. [You need to raise a support ticket to enable SSL for CNAME1 for the new instance (INSTANCE2).  If you have any questions, please contact Marketo Engage Support at https://support.marketo.com.   Environment Production/Sandbox
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Issue An embedded Marketo form on your company website showed up in the past, but is now not showing on the page.     Solution Embedded forms may not show if you have mixed content on your website (meaning that your website is using HTTPS, but the embedded form from Marketo is using HTTP). To resolve this, you need to ensure the content from Marketo is also using a secure connection. You can purchase an SSL certificate to use for your Marketo forms by contacting your Customer Success Manager/Sales Account Manager.    
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Included in this Article: Overview In the Web Personalization platform, you defined a campaign that included certain pages, but you are seeing the campaign appear on pages that you didn't intend them to appear on. Below, we will describe what might be the issue and how to solve it. Why This Happens When defining a segment using the "Specific Pages" parameter, every visitor that views this page will be matched to that segment. Once this happens, the "sticky" campaign will be triggered and will be displayed on every page that includes this Zone id parameter. After the visitor is matched to the segment and the campaign is triggered, the segment is not taken into consideration anymore, so this visitor will keep seeing the campaign every time the Zone id exists on the page. Two Ways to Fix this Problem Set the campaign as "Not Sticky" This will make the campaign show up only once per session, and only when visitors are viewing the specific pages defined in the segment.     Go to the Campaigns page      Edit the existing campaign      Uncheck the box for "Sticky" Use a dedicated Zone id that exists only on the page(s) to include in the campaign In Zone campaigns are displayed in a particular zone in a website, designated by the Zone id.          Find "Zone id" in the campaign editor Then, give the campaign a Zone id corresponding to a unique div ID tag on the desired site(s). This will ensure that once a visitor matches the segment and visited this page once, they will keep seeing the Call To Action (CTA) on this page.
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Issue Description When I navigate to Admin>munchkin, I see option to select workspace. Why is that? Issue Resolution People generally use workspsce either because of their companies geographical location or Business Unit. In each case, the separation is because the marketing assets are completely different.  With that said, If you're using Workspaces in your Marketo account, you probably also have separate web presences that correspond to your workspaces. In that case, you can use the Munchkin tracking Javascript to assign your anonymous people to the correct workspace and partition. This is used to differentiate appropriate leads within workspace with the help of appropriate tracking.     If you don't use the special workspace Munchkin code, the people will be assigned to the default partition that was created when your account was set up. It's named "Default" initially, but you might have changed that in your own Marketo account.   You can only use one Munchkin tracking script for a single partition and workspace on a page. Do not include tracking scripts for multiple partitions/workspaces on your website. I would also like to mention that Landing pages created in Marketo automatically contain tracking code, so you don’t need to put this code on them. Who This Solution Applies To People who use Workspaces and Person Partitions Is this article helpful ? YesNo
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Issue Description There is a discrepancy for certain emails between Email Insights and Email Performance Report. The data (e.g. sent, delivered, opened and clicked) are significantly lower in Email Insights for the emails as compared to the Email Performance Report for the same emails. Issue Resolution There is most likely a discrepancy because at the time Email Insights was first enabled "you’ll have four weeks of historical Email data in addition to all new email activity". There was no request to Marketo support to upload historic data beyond four weeks which would have included data for the emails above. This request relates to the notes below from the article: "We’ll give you a four-week period before you can request Marketo Support to upload your data" Supplement: Email Insights Launch Process - Marketo Docs - Product Documentation The solution is to request that Marketo Support backfill the report data so you have data for Email Insights beyond the four weeks. Who This Solution Applies To Customers using Email Insight
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Issue Issue Description The Acquisition Date field is semi-system managed, but how is it updated and can this be overridden? Solution Issue Resolution The Acquisition Date field is automatically populated the first time an Acquisition Program is set for a record. You can also update this manually on the person record or with a flow step at a later time if you need to.
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Marketo has built-in spam lead filtering for leads who fill out Marketo forms on your landing pages.  However, junk leads may still get into your Lead Database.  You can use a Smart List to find these junk leads or other leads who you might not want in your database. Here are some examples of leads you might not want: missing company name or last name email address bounced has a personal email address (like yahoo.com)   Say you want to find all leads who use a personal email address. You could build a Smart List that checks by using the Email Address and looks for leads whose email address contains a non-commercial domain: Common personal email domains gmail.com hotmail.com live.com msn.com rocketmail.com yahoo.com ymail.com sbcglobal.com comcast.com aol.com netzero.com Is this article helpful ? YesNo After that, it's up to you how you want to handle those leads. You could: ask them to provide a commercial email address (with an email, landing page, and form) stop their emails with Marketing Suspended or Blacklisted (using Change Data Value) delete those leads (using Delete Lead)   You can build similar Smart Lists to find potential junk leads such as: undeliverable email addresses -- filter on Email Invalid is true missing a company name -- filter on Company Name is empty
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Issue Issue Description A Champion/Challenger A/B test contained in a nested program within an Engagement Program stream only sent the Champion email.     Solution Issue Resolution Per the Product Documentation Champion/Challenger tests can be used within Nurture Engagement Programs, however, the email asset with the Champion/Challenger test must be within the stream. Having a nested program in the stream with a local email asset with the Champion/Challenger test will not function; only the Champion Variant will be sent, similar to what happens in other batch sends.
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Issue How days are calculated in Wait flow steps and Smart List time-frames.     Solution Marketo considers a "day" in a Wait step or a Smart List timeframe to be 24 hours, not a calendar day.  So if a Smart Campaign hits a 1-day Wait flow step at 9:30am, it will wait until 9:30am the following day.  If a Smart List filter has a look-back timeframe of 7 days, it is specifically looking back seven 24-hour periods.  
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Due to the way Excel handles CSV files with unicode data, you may need to follow these steps for importing the file into Marketo as UTF-8 data: Set up your Excel spreadsheet properly for your import (for example, removing unnecessary columns) Select all the data in the spreadsheet. Copy it to the clipboard (control-c in Windows, command-c in OS X) Paste the data into a text editor -- Notepad in Windows, TextEdit in OS XSave the file. In the "Save As" dialog, pick the UTF-8 option in the Encoding section at the bottom of the dialog In TextEdit, set the file to text only using Format -> Make Plain Text before pasting Save the file. In the "Save As" dialog, pick the UTF-8 option in the Encoding section at the bottom of the dialog Import the file into Marketo as a "Tab-separated values" file Your unicode characters should import correctly.
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Uncover powerful, yet simple-to-use features of Design Studio. Join Don Mayberry, Marketo Support expert, as he reveals the lesser known treasures in Design Studio that will help you hone your craft. In this session, you will learn: Key features of the Email Editor and Landing Page Editor to craft the email and landing page to your needs. How to manipulate content on your landing page.   Watch the recorded webinar Useful resources:      CampaignMonitor.com  specifically;     Guide to CSS Support for Email Clients     Design Guidelines Top HTML Email Coding Mistakes from Mailchimp.com Tools for FireFox Colorzilla Firebug Download Attachments: Master-Design-Studio-1-2011.pdf
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Issue Description In sent emails, if the system token {{system.viewAsWebpageLink}} is used, the link will load successfully on web browsers. However on the same browser session, after refreshing the page once, the link will return an error "Cannot get email content- Customer does not belong to any POD". Issue Resolution After Marketo's 2019 Q1 release, a security enhancement has been set for Marketo emails. When loaded on a browser, a View as Webpage Link will include the recipients' unique mkt_tok parameter. If recipients of the Marketo emails were sharing these links, this would mean that they are also sharing their unique/private mkt_tok with third parties. With this enhancement, the view as webpage link is only expected to load once and the mkt_tok value which is contained in the link will disappear after the page has loaded. With the removal of the mkt_token value on the link, hitting refresh will send a request to Marketo that does not contain the recipient's lead and email information, so there is no data for the link to return.
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Issue By default, new Marketo person records will not automatically sync to Salesforce to create new Lead records. There are other actions required to get these new records into Salesforce. Solution In order for new Marketo person records to sync over to create new Salesforce Lead records, they will need to be run through a Sync Person to SFDC flow step or be given a member status in a Program that is synced to a Salesforce Campagin. Sync Person to SFDC flow action: You can sync a new Marketo person record to Salesforce using this flow action as either a single step flow action or as a flow step in a smart campaign. Single-Step Flow Action: In Lead Database, select the Marketo person records you want to sync, click Person Actions > Salesforce > Sync Person to SFDC Flow Step: Creating a smart campaign that utilizes the Sync Person to SFDC flow step will sync the Marketo person record to Salesforce. Note: Other SFDC flow steps, such as Change Lead Owner, or Change SFDC Campaign status, will also sync the record to Salesforce, since the record must be in Saleforce in order for these steps to execute. Program Member Status Sync: Giving a new Marketo person record a member status in a Program that is synced to a Salesforce Campaign will sync that new person record to Salesforce during the next scheduled Salesforce sync.    
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Problem/Issue: You created a new custom field in Salesforce and see that Marketo synced to it successfully the first time. You later decide to change the name and/or type in Salesforce.  After making the change, you checked Marketo to confirm the change, but can no longer find the custom field; or, you find that the field name and type did not change.   Resolution: Once a new field name and type is picked up by Marketo during the first sync, Marketo keeps the original properties.  A manual change is required in Marketo in order to properly sync to the right field/type.         
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Issue Description You see a soft bounce on a lead and in the details you see it show System send failure: Reply-To address parse error (value of the address)   Issue Resolution Confirm the tokens you are using are for the proper field and that the value for the field is an email address. The parse error occurs when we cannot generate or create a proper email address in the From Email or the Reply To Email fields.   The error will show in the parenthesis the value we tried to put in.. For example Service Department is in the parenthesis, this would be an example of a incorrect field being used. Is this article helpful ? YesNo
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Abuse Report An abuse report is when an email recipient forwards a complaint directly to abuse@marketo.com.  Marketo’s Privacy and Compliance Team processes all complaints to these addresses and will unsubscribe the complainer when possible.   Feedback Loop Complaint A feedback loop complaint is when an ISP forwards the complaints that originate from their users.  For example, when someone clicks the SPAM or JUNK button in their email client. ISPs that offer FBLs expect that subscribers like Marketo will mark the complainer as unsubscribed in the original database.  Marketo does process FBL complaints and marks the email address as unsubscribed.   Additional Information: Feedback Loops (FBL) Abuse Report Deep Dive Finding Leads that are Auto Unsubscribed for Email Spam Complaints / Feedback Loop (FBL) Is this article helpful ? YesNo
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