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With Marketo's Customer Engagement engine, you can now easily nurture and engage your leads. Not only does the Customer Engagement engine automatically and intelligently deliver the right content to the right person, at the right time, but you now no longer have to manually create or maintain complex workflows. View this training webinar if you are on the Spark or Standard Edition of Marketo and want to learn how to best set up nurturing with the Customer Engagement engine. pages2.marketo.com/cee-training-nurture-aug-2013.html Is this article helpful ? YesNo
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Issue How page views and form fills are counted in the statistics section of a Marketo Landing Page asset. Solution How they're calculated When viewing the Landing Page asset in either Design Studio or Marketing Activities, the statistics section provides information regarding page views and form fill outs, if the page has a form located on it.  The page views are a cumulative total indicating how many times the page was loaded, regardless if the visitor was a known record in the database. This means anonymous people can record a view here, due to Munchkin tracking on the page. This section provides a total number of views, not unique visits. This means that a person can load this page multiple times and each visit will be tallied in this section. The form fills section (x Filled out Form (x%)), indicates how many times a visitor filled the form out on the page, if it has one. This total is also counted in the same way the views section is, meaning it's a total number of submissions. Therefore, if a record in your database fills out the form more than once on a page, it will be counted toward the total.   Difference between calculations The difference between these two metrics is that the page views will keep a historical record of visits to the page. This means the total will not change if you happen to delete a bunch of records that visited the page in question - the total persists regardless if the record is no longer in the database. With that said, the forms section does not. This area is tied specifically to the existence of that known record in your database. This means that, once a record who filled the form out is removed from your database, the submissions they performed will be subtracted from the total.
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Applies to: Email Performance Report, Email Link Performance Report, Engagement Stream Performance Report, Landing Page Performance Report, Program Performance Report, Sales Insight Performance Report When you create a report in the Analytics area, by default the report will only show reporting for the current workspace. This is a article attached image Once the report is created, under the Setup tab, you can add filters to filter by asset. For example, Filter Assets in an Email Report. If you filter for the workspace, it will show reporting for all assets in the workspace, similar to the default view without a filter: This is a article attached image To add reporting across all workspaces, use Enable Global Reporting in the report settings within the Setup tab. Note: Global Reporting is only available in your instance's default workspace.
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Issue Description Does the email address assigned to the API user need to be an email address maintained by an actual person? docs.marketo.com/display/public/DOCS/Create+an+API+Only+User Issue Resolution The email address assigned to an API user does not need to be an existing email address or an actual person. It is used as an identifier for the API user. Generally, customers name the API user according to the integration the API user is being used for (e.g. integrationuser@company.com). This is useful for tracking where API calls are coming from when there are multiple integrations configured with Marketo via the API
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Issue: When creating an event the WebEx connector may throw the message: Error registering with webinar provider. exception="WebEx API call error; Self registration is not supported by this service type or current meeting. [WebEx exception ID = '110051'] " Solution: Please make sure the event in WebEx is set up to receive registrations. To do this you need to go to the event in WebEx and check the registration required checkbox. References Create an Event with WebEx - Marketo Docs - Product Docs WebEx Event Center guide
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Included in this article   Overview Troubleshooting Checklist: Verify that you are using the most updated RTP tag version on your website.   Verify that the RTP tag is the first script in the header of your pages – between the <head> </head> tags. Are you using a tag Manager? Check the campaign itself.   Overview Sometimes you may experience latency when your RTP campaign displays on your webpage and pages appear to load slowly. The following checklist will help you find issues that may be contributing to campaign latency.     Troubleshooting Checklist:   Verify that you are using the most updated RTP tag version on your website. Go to your website > Right click on the page and select "View Page Source" > Search for 'RTP' to find your tag. Verify that this tag matches the code provided for your instance. You can find more information on finding your RTP tag here.   Verify that the RTP tag is the first script in the header of your pages – between the <head> </head> tags. If the tag is not in the recommended placement, follow the documentation on deploying the RTP tag. Moving the tag to the recommended placement will resolve most latency issues.   Are you using a tag Manager? Using a tag manager for your RTP tag is known to affect campaign performance. If you are experiencing campaign latency while loading the RTP tag via a tag manager, we recommend moving the tag into the code itself. You can find more information on deploying the RTP tag here.   Check the campaign itself. Campaign customizations that load additional content can contribute to increased RTP campaign loading times. For example, a campaign with an embedded Marketo form may experience a small delay as the campaign loads the form from your Marketo instance, so it's one code loading another script, which then loads another. That can cause latency while the browser catches up, so the simpler you can make the code, the better.    
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Question: Is it possible to assign a lead owner during a list import?   Answer: No. The reason for this is because lead ownership is a Salesforce functionality and should be first done from within Salesforce. If you are not able to do the assignment in Salesforce, here is one option that is available to you within Marketo:   1) Upload your leads into Marketo's Lead Database without lead owner information. i.e. your import CSV will not have any lead owner column in it. More information on importing leads can be found here: Import a List of Leads from a Spreadsheet into Marketo (Import List).   2) Once the list import is successfully completed and your leads are in Marketo, you can use the "Sync Person to SFDC" flow action to assign lead ownership. More information on the "Sync Person to SFDC" flow action at Sync Person to SFDC.
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Issue You create a new field on the Lead and Contact objects in SFDC and two fields are created in Marketo, one mapped to Lead and the other mapped to Contact.     Solution You will see this behavior if the an SFDC field is created on two objects across more than one sync cycle, one before a sync cycle starts and the other one during or after the sync cycle completes. To ensure both the lead and contact show up mapped to the same custom field Marketo, do the following Disable the global sync in Marketo. (Admin > Salesforce) Create the field on your desired objects in SFDC.  Make sure they both have the same API name. Re-enable the global sync in Marketo, allowing the field in both objects to sync down to Marketo at the same time. If you find yourself with multiple fields in Marketo after the sync, contact Marketo Support to have the fields merged or remapped as necessary.  
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Issue:   You create Marketo campaigns but they are not showing up in Sales Insight in Salesforce. The steps below illustrates all the steps that are required to make these campaigns show in Sales Insight.     Resolution:   1. Make sure the trigger campaign in Marketo that you want to access through Sales Insight is using the "Campaign is Requested" trigger with a source of "Sales Insight" This is a article attached imageThis is a article attached image   2. Activate the campaign you created in Step 1 above from the "Schedule" tab of your campaign. This is very important. If the campaign not activated, it will never show up in Sales Insight.  
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Issue When you use the "Add to SFDC Campaign" flow step, and the lead isn't already in SFDC, this step will sync the lead to SFDC, and you want to know which assignment rules will be applied.   Solution The SFDC auto-assignment rule will be used. To explain this further, if for some reason you don't have lead assignment rules firing properly in Salesforce, it will be assigned to what is called the "Default Lead Owner" in Salesforce. It's not just "Add to Salesforce Campaign" that uses what is called "implied Salesforce actions". All of the following flow steps will sync the lead to Salesforce first before running the flow step if the person is not already synced to Salesforce: Add to Salesforce Campaign Change Status in Salesforce Campaign (this will sync them AND add them to the campaign first) Change Owner Convert Person Create Task      
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Issue Multiple alerts are sent from the same campaign.   Solution Recognize that Send Alert functions at the person level, triggering an alert for each individual in a campaign. Utilize Marketo's reporting to send a consolidated notification: Create an Email or Campaign Performance report. Tailor the report settings for the specific campaign. Schedule the report to be sent after campaign completion. This method provides a summarized notification, avoiding the repetition of alerts per campaign member.   Alternatively, use Send Alert for individual notifications where needed, such as: Alerting a lead owner of a form submission. Triggering personalized alerts for specific lead activities.  
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The IP geolocation lookup for ISPs (Internet Service Providers) is 95% accurate, the reason is that they use different physical proxies and change their routing more often. Over time we follow the changes and update our database continuously. For known leads - the system tracks your leads regardless of their current IP so you can also use the lead database fields (like scoring). Is this article helpful ? YesNo
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Issue Does Marketo have an SLA for REST API? Solution No, Marketo does not have an SLA for REST API. Our REST API Responses time out after 30 seconds. Unless written within the subscription contract, there is not a commitment for Marketo to provide an SLA for REST API Responses. As mentioned in our API License document: http://developers.marketo.com/api-license/ in section 6 B: "B. No Support. Unless otherwise agreed to in writing, Marketo shall not be responsible for providing any support, maintenance, or other services (or level of service) to You or a user of the Software Application for the Marketo APIs."    
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Guide for getting 'Email deliverability' set up
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Issue Often times customers ask which messages they should send to the Email Deliverability Power Pack seedlist.  Consider these guidelines to prioritize.   Solution Routinely seed from each IP/domain combination Prioritize seeding to any of the following: High priority segments (customers, employees, investors, etc. that have high strategic value) High risk segments (lapsed subscribers, new audiences, audiences that have not been mailed for more than 3 months) even if they are low volume Segments showing poor/declining performance (lower opens/clicks/conversions) Segments that reflect large audiences (weekly/monthly newsletters or operational notifications that go to the entire database)   Setup a recurring campaign that sends to one (or more) of the templates on a periodic basis, especially if you see declining performance. Who This Solution Applies To Customers with the Email Deliverability Power Pack
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Included in this Article: Tracking Clicks Potential Issues Segment Matches Few or No Visitors Segment Numbers Don't Match Google Analytics   Tracking Clicks In order to better track how many people are clicking the content in the Recommendation Engine, you may wish to create a segment called "Recommended Assets" and include "*rcmd*" in the Specific Pages parameter.      Go to the Segments page             Create a new segment          Drag the Include Pages field into the editor and include *rcmd*     Recommended content will have "rcmd" in the URL. With this filter, the segment will only include website visits with "rcmd" somewhere in the URL, meaning it will include all visits to recommended pages.   Potential Issues   Segment Matches Few or No Visitors After making this change, you may see that the segment doesn't match anything or only shows a few visitors.  In that case, verify that your Asset Discovery is working   Segment Numbers Don't Match Google Analytics The numbers you see in the segment may not match the numbers you see in Google Analytics. Unlike Google Analytics, RTP segments count the number of visitors that matched the defined parameters, whereas the 'Site Content' report in GA counts the number of times the pages were viewed by visitors.  This means that if the same visitor clicks on more than one piece of recommended content, in RTP only one segment match will be recorded whereas GA will record 2 page views.
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If you are encountering issues with importing to certain fields, it is recommended that you create an import template. To make sure your field names are correct for an import, start by exporting a small list from your lead database. You can selected your required fields via the column chooser by right clicking a field in your list.  Then select Export list under List Actions, then select Visible columns or All columns in your export. In the exported .csv file check the first row; your correctly named fields should be listed in there. You can now copy the field names to your import list, or copy the cells from your list to this exported .csv. You should now be able to import without issue. Please note: if you select All columns then the exported .csv file contains system fields that cannot be re-imported to. Please see the related article: Ignored Fields and Blocked Field Updates During List Import
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Issue Description After running an A/B test, some Lead records appear to have received both Test and Winner.   Issue Resolution In an A/B test, the sample size of the audience is sent the variants, and then for the winner: the entire audience minus the test audience is sent the Winning email.   So let's say that you received both Test and Winner. This means you have duplicate records in the database.   Marketo is designed to not send duplicate leads the same email at the same time.   So one of the duplicates is qualified for the Test, and then when the Winner is sent, it's the total audience minus the test audience, the Winner is sent to the duplicate record.   This above situation can apply to Lead Records as well, because of duplicates with the same email address, but also duplicate records that may have a FWD set up between them (record B emails FWD to Record A email address).   Because this is expected from the design decision, the resolution is to deduplicate your database. Is this article helpful ? YesNo
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Issue The Engagement Program has no engagement score more than 72 hours after the Engagement Program cast.   Solution First, make sure that is has been more than 72 hours since the Engagement Program cast, since it takes some time for the engagement score to update. If you are using child programs in the Engagement Program stream, check the individual programs to see if leads have achieved a Success status in those programs. When programs are used as content in streams, the engagement score is based on program membership and success status, not email interaction (clicks, opens, unsubscribes). Also, if there are any campaigns in the child program that contain wait steps, the Engagement Score will not populate until the campaign is complete. docs.marketo.com/display/public/DOCS/Understanding+the+Engagement+Score    
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Issue Only three Engagement Program casts are shown in the Calendar but the program has more casts than that. Solution The Global Calendar is not designed to show every cast of an Engagement program. This is to prevent a customer's calendar from becoming overwhelmed with ongoing Engagement programs. The following do not show: Trigger campaigns Smart Campaigns that are not a child of a program Engagement casts more than 3 casts away    
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