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Issue You see a popup that says 'Limited Access' when you attempt to edit or delete an asset in the Design Studio, even though you should have the required permissions/privileges for the workspace it is located in.   Solution When an asset is shared from one workspace to another, only the original copy can be edited or otherwise modified, even if you have permissions for every workspace it appears in. If you attempt to alter the asset inside one of the folders it has been shared to, you will see a popup informing you that you don't have sufficient privileges to do so. To edit the asset, make sure you are working with the original copy of that asset, located within the workspace where it was first created. Who This Solution Applies To People using Workspaces
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Included in this Article   Overview Troubleshooting Workflow Possible Outcomes Overview Sometimes your RTP Campaigns have problems and stop working suddenly. This can obviously cause trouble for your marketing efforts, so this doc will show you steps on how to troubleshoot those issues.     Troubleshooting Workflow 1. Check the campaign's last impression time stamp           a. Go to Campaigns page           b. Locate the relevant campaign and click the Impressions link to see people that viewed the RTP campaign (make sure the time scope corresponds to the right dates when the campaign was active) This is a article attached image               c. When you see the lists of visitors that viewed the campaign, order by Latest and check for the Last / most recent visit impression time stamp   This is a article attached image      2. Check the segment's last visit time stamp      a. Go back to the Campaigns page and click the campaign's target segment link listed     b. Navigate to the Segments page and identify the corresponding segment there.   3. Click the Matches link to see the visitors who have matched the segment and check the last match time stamp. You're looking to compare the most recent date/time stamps between the Segment matches and the Campaign impressions.   This is a article attached image     Possible Outcomes   CASE A: Both time stamps are similar -- something changed in the segment level Is the segment status pending? Has someone manually changed the segment settings? CASE B: The two time stamps don't match -- something changed in the campaign level Is the campaign status pending? Has someone manually paused the campaign / changed settings? CASE C: The segment kept matching visitors (until the end of that day) while visitors did not see the campaign Does the campaign display properly on the website now? Check JavaScript tag. Is the campaign part of an A/B testing group? Is Auto-Tune enabled? If so, please refer to this KB article on: AB Test Your RTP Campaign - Marketo Docs - Product Docs
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When a Salesforce-specific flow step runs, sometimes extra steps are performed automatically. Here are the rules, so you know: These rules will apply when the lead is not currently in Salesforce.com as a contact or lead. Marketo Flow step Automatic Action Add to SFDC Campaign Sync Lead to SFDC Change Status in SFDC Campaign Sync Lead to SFDC Add to SFDC Campaign Change Owner Sync Lead to SFDC Convert Lead Sync Lead to SFDC Create Task Sync Lead to SFDC     You can filter out SFDC records in a Smart List using the SFDC Type Filter with the operator set to "is not empty".  All SFDC records have a value in this field.
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Overview A triggered campaign launches automatically when a specific action occurs. For example, you can use a triggered campaign to automatically send an email to a lead after she completes a form. Triggered campaigns have at least one trigger in their Smart List. When the lead activates a trigger and passes through the other filters in the Smart List (if you have any), the lead will immediately proceed through the campaign's Flow. In a Smart Campaign, the Smart List palette contains a separate folder with Triggers. These are the events you can use to activate your triggered campaigns.   Be careful when using multiple triggers.  If you use two or more in a campaign, any single trigger can activate the campaign.   Email Triggers Trigger Name Description Clicks Link in Email If someone clicks on a link in an email. This can be a specific link(s) or any link. Email Bounces If an email bounces from an address. Email Bounces Soft If an email bounces due to an auto‐reply, full mailbox, etc. Email is Delivered If an email is delivered to someone. Opens Email If someone opens an email. Unsubscribes from Email If someone opts out of email.   Salesforce Specific Triggers Trigger Name Description Activity is Logged If an activity is logged in salesforce.This can include a logged call or task created. Activity is Updated If an activity that is already created is updated. Added to Opportunity If a contact is added to an opportunity. Added to SFDC Campaign If a lead/contact is added to a Salesforce campaign. Clicks Link in Sales Email If someone clicks a link in a sales email (an email sent through Sales Insight). This can be a specific link(s) or any link. Is Sent Sales Email If someone is sent a sales email (an email sent through Sales Insight). Lead is Converted If a lead is converted into a contact in Salesforce. Lead is Deleted from SFDC If a lead is deleted from Salesforce. Lead is Synced to SFDC If a lead is synced to Salesforce from Marketo. Opens Sales Email If someone opens a sales email (an email sent through Sales Insight). Opportunity is Updated If an opportunity is updated. Owner Changes If the owner of a record in Salesforce changes.This can be to a specific user or to any user. Removed from Opportunity If a contact is removed from an opportunity. Removed from SFDC Campaign If a lead/contact is removed from a Salesforce campaign. Sales Email Bounces If an email bounces from an address. Sales Email is Received If an email sent via Sales Insight was delivered. Status is Changed in SFDC Campaign If a lead/contact status changes within a Salesforce campaign.   General Triggers Trigger Name Description Added to List If a lead/contact is added to a Marketo static list. Campaign is Requested If a contact/lead is sent into a Marketo campaign. Clicks Link If someone clicks on a link. This can be a specific link(s)or any link that is tracked. Data Value Changes If any data value on a record, includes all fields available for edit/update in Marketo and Salesforce is changed. Fills Out Form If someone fills out a form. Has Interesting Moment If someone has an interesting moment. Lead is Created If a Marketo lead is created. Removed from List If a lead/contact is removed from a Marketo static list. Revenue Stage is Changed If a revenue stage within a revenue cycle model is changed. Score is Changed If a lead score is changed. Send Alert If someone does something, send an email alert. Visits Web Page If someone clicks and visits a web page.This can be a specific page(s) or any web page.    
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Issue Activity History in Saleforce shows this message: [Email details are being uploaded from Marketo...please check back later] when emails are sent out from the Marketo Outlook Plugin.     Solution This message is created because of insufficient privileges for the Marketo sync user inside of SFDC. There is a permission for “Edit HTML Templates” that needs to be enabled for the sync user in order to prevent this problem from occurring. Background: When you send an email using the Marketo Outlook plugin, it is sent through the user's Exchange server rather than Marketo's email servers. Many users have an email signature that is automatically added to the email. This adds additional HTML to the email, which does not match the template already in Salesforce Sales Insight. Normally, Marketo would create a new template which Salesforce could then display in a link in the Activity History. However, in this case, the Marketo sync user does not have the necessary permissions, so this error results. To fix this, enable the "Edit HTML Templates" permissions to your Marketo Sync User.   Who This Solution Applies To Customer who are using Sales Insight for Salesforce and Outlook    
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Issue You want to prevent Marketo from updating certain fields within Salesforce. Solution If you are interested in stopping Marketo from overwriting fields in Salesforce, you could change the Sync User permissions in SFDC. Specifically, the User Profile for the Sync User, inside the Field Level Permissions, you can remove 'edit' permissions for individual fields. If you want updates to this field in Salesforce to still sync down to Marketo, leave the 'read' permissions for the field. Please keep in mind that removing this edit permissions can cause discrepancies in data between Marketo and Salesforce.  
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FAQs included in this article Overview RTP has great a integration built in with Google Analytics that will pass data through for you. This doc will answer some of the most frequently asked questions about this integration. How long does it take to see RTP data in Google Analytics? Custom Variables (classic Google Analytics version) or Dimensions (Google Universal Analytics version) should show up after up to 24 hours. Custom Events show up in Real-Time Real-Time Data details: About Real-Time - Analytics Help Real-Time Data is available in all Google Analytics accounts. No changes to the tracking code are necessary. To see Real-Time data: Sign in to your Google Analytics account. Navigate to your view. Select the Reporting tab. Select Real-Time. Should I develop any custom code to send the RTP data to Google Analytics? No, all data is sent automatically by RTP to Google Analytics behind the scenes. Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs Are the data events sent to Google Universal Analytics marked as non-interation? Yes. The RTP script sends data events to Google Analytics (both Classic and Universal) as non-interation, so it has no affect on bounce rate and pageview metrics. Google Universal Analytics version:      ga('send', 'event', 'RTP-Segments', 'segmentName', 'organizationName', null,   {'nonInteraction': 1}  ) Classic Google Analytics version:      _gaq.push(['RTP-Segments', 'segmentName', 'organizationName', null, true]); What needs to be configured in Google Tag Manager to enable to GA integration Nothing. Everything is done automatically by the RTP tag and behind the scenes once the integration is set up correctly. Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs Important note about getting help from Marketo Support:
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Issue Description When sending an email from Sales Insight it looks as though it has been sent as expected, but the person to whom the email was addressed never received the message, nor can it be found via the Was Sent Sales Email filter in a Smart Campaign.   Issue Resolution Sales Insight for SFDC will not send to people who have a status of Email Invalid, Marketing Suspended or are Unsubscribed. Please validate that the person you are trying to send to does not have these statuses. As well, Sales Insight emails can be sent to groups up to 200 people.  Any more and your send will not process.   If the person's statuses are as expected and the group was less than 200 people, please contact Marketo Support to troubleshoot further.   Note: The Sales Insight plugins for Outlook and Gmail will send emails to leads regardless of Unsubscribed, Email Invalid, or Marketing Suspended status.       Who This Solution Applies To Customers using Sales Insight for Salesforce Is this article helpful ? YesNo
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Issue Issue Description Importing CSV lists containing international phone numbers can lead to the format of those phone numbers being messed up. This happens when a spreadsheet program, such as Excel, converts the numbers to scientific notation.    Solution Issue Resolution You will need to convert the column with your phone numbers to the correct format, then make sure your file is saved in Unicode format. First, convert your phone number column to use the correct format:   Highlight the phone number column in Excel. Right click and choose Format Cells. In the Format Cells dialog box, choose Special from the Category list, then select Phone Number.   You will also need to save your file as Unicode (UTF-8) format. For Excel versions 1999 to 2010: Click File, then select Save As. Name your file. Click Tools, then select Web Options. Go to the Encoding tab, then under "Save this document as:", select Unicode (UTF-8). Click OK, then click Save. Excel for Macs: Click File and select Save As. In the File Format dropdown menu, select CSV UTF-8 (Comma delimited) (.csv). Click Save.   Google Drive Spreadsheets: Click File, select Download As, then select Comma-separated values (.csv, current sheet). The file will be UTF-8 encoded.
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Issue You see the following error when trying to Refresh From Webinar Provider in an Event Program linked to GoToWebinar: "FailedAPI Error: Authentication succeeded, but access to the requested resource is denied." Solution Check LaunchPoint to see if the integration between Marketo and GTW is broken. Go to Admin > LaunchPoint to see the integration between GTW and Marketo. If you see the error "FailedAPI Error: Authentication succeeded, but access to the requested resource is denied," this is a permission issue with GTW. Check with GTW Support to see why requesting resource is being denied.   Who This Solution Applies To Customers integrated with GoToWebinar
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Issue Description What is mktoReferrer? Is this a field in Marketo?   Issue Resolution   The mktoReferrer is displayed in the lead activity log for form submission or visit webpage. This is otherwise known as the Referrer URL, which is the URL that hosted the entry source, the page that led them to visit the webpage or fill out the form. Is this article helpful ? YesNo
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Issue Description Even though the report and smart list may be looking at exactly the same thing (e.g. an email sent to a specific group on a specific day), many times the numbers in the report do not match the results of the smart list. Issue Resolution Reports in Marketo like the Email Performance Report are returning results of activities that occurred in your instance, while smart lists return results of currently existing person records.  When a person is deleted or merged, the activities associated with the person do not get pruned or purged. So a smart list that looks for opened email will return all the currently existing records who have that open activity but will not return results of deleted or merged records.  Conversely, a report looking at the same thing will return all activities, even if the records no longer exist.
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When you ask Marketo to add a Salesforce contact to a lead queue, Marketo creates a duplicate lead in Salesforce and adds that to the queue instead.   The reason why Marketo creates a duplicate is because Salesforce queues can only have leads in them, not contacts.  If you try to add a contact to a queue, Marketo can either do nothing or create a duplicate lead and add that to the queue.  We opted for the duplicate.   If you want to prevent this behavior in your campaigns, use a filter on "SFDC Type is Lead" to limit the action to only leads Is this article helpful ? YesNo
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Issue You have been sending live emails (non-samples) to yourself or colleagues to test functionality of an upcoming email blast, and even though you may be opening the email, you are not seeing the open email activity on the Lead Activity Log.     Solution Note that there may be a slight delay between opening the email, and the activity displaying on the Log. Marketo considers an "open" to be when the images in the email are downloaded, specifically a single-pixel tracking image. The recipient may be receiving the emails and viewing them, but not downloading the images. This would not count as an "open."  Please note that since text-only emails have no images, so they will never log an Open activity. If the images are being downloaded, and you are still not seeing the activity after about 5 minutes, check to make sure there are no duplicate leads that are logging the activity instead.  If you need further assistance, please contact Marketo Support.    
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Included in this Article: Overview Data from RTP can be linked to Google Analytics (GA) for further analysis. Below we show you how to check if data is being transferred and a few troubleshooting steps if you find that it isn't. Check if Data is Being Transferred to GA      Log in to GA and navigate to Reporting > Behavior > Events > Top Events You should find events with either the category "Insighterra" or "RTP". If not, another place to check for incoming RTP data is in the Custom Variables tab.      Navigate to Reporting > Audience > Custom > Custom Variables If you use custom variables, you should see RTP data populated here. If you expected to see populated data in either of these two areas but you aren't seeing any, then you are having issues with your RTP-GA integration. Check out the steps below for some troubleshooting tips. Troubleshooting Steps If you have confirmed that there is no data flowing to GA, there are a few troubleshooting steps which you can take. Check if GA is Enabled      Go to Account Settings At the bottom of the page, verify that Google Analytics or Google Universal Analytics is enabled. Only one of these integrations should be enabled at a time - if both are, disable one of them. If neither is enabled, go ahead and enable one of them. Follow this article to learn more about enabling and integrating GA with RTP. Verify both RTP and GA tags are loading on your website To verify this, you will need to navigate to your web page and open the browser's developer tools window. Follow this link to learn what the developer tools window is and how to get there on different browsers and operating systems.      Navigate to your browser's developer tools      Click the Network tab and search for "analytics.js" and "rtp.js" If both "analytics.js" and "rtp.js" show up in your search, then both RTP and GA are loading on your website. If one or both are missing, go through these steps to add an RTP tag to your website, and these steps to add a GA tag. Check GoogleAnalyticsObject customizations If you're using Google Universal Analytics, check if customizations have been made to the GoogleAnalyticsObject. Read this article to learn more about this object and its possible customizations. To check for customizations, follow the steps below:      Click on the Console tab in the developer tools and run GoogleAnalyticsObject      Type "GoogleAnalyticsObject" and hit Enter to check the object's type If the object's name is "ga", then you are in the clear. If not, unfortunately we do not currently support the customization.
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  When a customer triggers a blocklisting on Marketo's shared IP range that customer is moved to a set of IPs we call the quarantined IP range.  We do this to protect the health of our shared network and ensure the best deliverability possible for all of our customers on that network.   If you have received a Blocklist Notification from Marketo reporting that you have triggered a blocklisting your Marketo account is now in the quarantined IP range.   While you are in the quarantined range it is possible that you may experience a slight decrease in your deliverability rates. The reason for this is that you are now sending from a range made up of senders that have also caused other blocklist issues. All customers have received a notice of the listing and are in the process of repairing their database.   There are two ways to be removed from the quarantined IP range: Follow the steps outlined in our Blocklist Remediation article.  Be sure to fill out the form referenced in the email alert to indicate that you have taken steps to mitigate the issue. Demonstrate clean sending behavior for 3 months. We remove senders from the quarantined IP range if they have not triggered any new listings in 3 months.   To ensure your best deliverability rates blocklist issues should be addressed right away to prevent further damage to your sending reputation.   Furthermore, if no action is taken to improve list hygiene the issue will likely recur. Marketo's Delivery and Compliance Team strongly recommend following the Blocklist Remediation steps.   Additional Resources: Blocklist Deep Dive    
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Issue description:  The token {{member.webinar url}} does not populate when you send a confirmation using an Email Program within the Event program.   Issue Resolution:  When you use an Email Program to send your webinar confirmation, the token {{member.webinar url}} is only able to look at the membership properties of the Email Program, not the top-level Event program. Because of this, it is not able to populate the token.  Instead, you should send your webinar confirmations using a Smart Campaign inside the Event program.  
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Issue The Smart List in a Campaign gives 'Invalid URL' error for a valid URL (non-Marketo landing page URL).   Solution To make sure non-Marketo landing page URL will show up in Smart List's filters, the following steps have to be done. Make sure the Marketo Munchkin Tracking code is implemented and placed within the non-Marketo webpages. The non-Marketo URLs would show in the filter if a known lead/person has visited the web page and tracked into the activity log. Therefore, make a lead/person and visit the webpage to allow Marketo to track and log that URL visit.    
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Issue Your Salesforce sync cycle is taking longer than usual.  How long is too long?     Solution By default, Marketo starts each Salesforce sync cycle five minutes after the previous cycle completes.  Each sync cycle may take a couple of minutes or a couple of hours, depending on how much data needs to be written across.  If you notice your sync cycles seem to be taking longer than usual, here are some things to check. Have you done a large update recently?  This can create a backlog that can take time to work through. Have you added new fields to any of your synced Salesforce objects?  The more fields on the object, the more data needs to be written across, extending the sync cycle. If you would like to streamline your Salesforce sync, do an audit in Salesforce of fields visible to the Marketo Sync User.  If there are any fields that are not used in Marketo, remove visibility to them so Marketo does not waste time syncing them.  
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