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Supported Browsers Marketo Financial Management supports the following browsers: Microsoft Internet Explorer 9, 10 and 11 Mozilla Firefox (most recent and previous stable version) Google Chrome (most recent and previous stable version) Apple Safari (most recent and previous stable version) on Mac OS X Though you may have success with other browsers, only the browsers listed above are fully tested and certified to work with Marketo Financial Management. If you choose not to work with one of the supported browsers your experience may not be optimal, or you may not be able to use certain functionality within the application. Browser Settings Marketo requires that JavaScript and cookies be enabled. For the Analytics tab, third party cookies must be enabled in the browser in order to embed dashboards and reports from our Analytics partner solution. Marketo also requires Adobe Flash plug-in to be enabled and recommends using the latest available plug-in.
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Issue When attempting to import a program into another instance, an error occurs, displaying the message of "Unable to import due to field missing".     Solution In order to address this issue, you should review the program that you are attempting to import, to ensure that you have not only created all fields that are referenced, but also any filter types that are used. If a Smart List filter is used in the program that identifies members of segment, then the segment will also need to be created in the other instance in order for the program to be imported.  
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Issue There are 50 programs in Marketo that have the name starting with "Nurture Send". However, not all of them appear in Email Insights when selecting [Filter > Content > Program > "Nurture Send"] Solution Email Insights UI is currently designed to list down only 20 suggestions for the search string as of now. Check for the missing programs in Email Insights by specifying the search term or entering their full name.
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Issue There are a few Smart List configurations that could lead to a campaign failure if you are on Campaign V2. With the change to our new Smart Campaign processing system, some flow step configurations that would run in the old system can lead to campaign failures in the new system. Below are a few examples of configurations that can lead to Smart Campaign failures: Solution Examples: Date field is today Scenario: You have a flow step choice that filters against a Date field. The flow step choice is "<datefield> is TODAY" Solution: Instead of using the condition "IS" use the condition "in timeframe" instead.   Score change to decimal Scenario: The smart campaign has a flow step that changes a score to a number with a decimal eg. 100.12 Solution: Scores are integers, so this value needs to be changed to an integer eg. 100   Empty Choice Scenario: A flow step has multiple choices, one of the choices (not the default choice) is empty, partially filled out, or has no value listed. Solution: Empty or incomplete choices in flow steps are no longer supported, these choices need to either be removed or filled out completely  
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Issue Sometimes email addresses that are CC'd can have emails bounce. This doc describes what to expect in these scenarios. Solution Sending Emails To address is valid, cc address bounces   The email will be sent to the recipient but the cc'ed recipient will not receive it (since the address is invalid).   Nothing in the Marketo UI will communicate that the email to the cc'ed address was undeliverable.   To address bounces, the cc address is valid The email to the recipient will bounce normally.  The cc'ed recipient will still receive a copy of the email.   Nothing in the email sent to the cc'ed recipient will tell them that the To: the address was undeliverable.   To address is valid, cc address is unsubscribed The email to the recipient will deliver normally.  The unsubscribed cc address will not receive the email.   Nothing in the UI will reflect that the cc'ed recipient did not receive the email because of an unsubscribe setting.  The cc'ed address will not appear in the Send Email activity under the cc'ed attribute.   Email Delivered This will not include details of the cc'ed email addresses.  There is no log item in the UI to communicate that a CC email was delivered to the recipient or bounced.   Emails in the inbox The cc'ed person will be in the cc field of the email the lead receives.  The links in the email will be tracked for the person in the To: line.  If the cc'ed person clicks the links in the email, the 'Click Link' activity will be logged on the lead in the To: address and the cc'ed recipient will be cookied by Munchkin as the person in the To: address.
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Issue A particular Smart List does not appear in drop-down of report custom column options when the Smart List is in Marketing Activities.   Solution Custom columns can only be pulled from Smart Lists in the Lead Database. Clone your Smart List from Marketing Activities to Lead Database in order to use it in a report.   
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Included in this article   Overview Troubleshooting Steps Overview If you have multiple workspaces in your Marketo Instance, your campaigns and smart lists may not pull the leads you would expect. If a lead partition is not visible to the workspace you are working in, there's no way for the smart list to "see" those leads in that partition. For more information about Workspaces and Partitions, check out Understanding Workspaces and Person Partitions     Troubleshooting Steps To resolve this, you need to enable access for the specific lead partition to the workspace you are working in. This makes sure the workspace can "see" the leads and get them into your smart list or campaign results.   1. Under Admin, click on Workspaces & Partitions.   2. Select your Workspace and click Edit Workspace.       3. Edit the workspace and add check marks for all partitions that this workspace should be able to access.       4. Click the Save button. Your campaigns should now be able to access the leads in that partition and reflect the leads expected.
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Issue Issue Description Marketo records have opportunity role while they don't have any opportunity   Solution Issue Resolution This can happen because they are separate SFDC objects so it is possible that the opportunity is not visible to the sync user but the OpportunityContactRole is.  To resolve this, log into SFDC as the Marketo sync user and ensure that the opportunity is visible to the sync user.  
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Are you looking for a quick template to use in Marketo?  We have certainly got you covered with quite a number of options. 1.   Visit our Template Marketplace at templates.marketo.com. 2.   Select a template that you want and click the Import Template button. 3.   On the tab or window that opens, login to your instance of Marketo. 4.   Your Program Import will automatically begin. That's all there is to it.  Your template is ready for you to use.
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Issue Description Is it possible to download the most recent report from the smart list subscription email report? Issue Resolution If you click the Download Report button, it will be a static link containing the smart list data at the time the subscription was sent. If you want real-time data, click the smart list URL in the report email and then export the list. Who This Solution Applies To All customers
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Issue Issue Description Universal ID is working on some instances but not others. The user gets the login invite but then when they try to sign in, they end up back in another instance without access to the new instance.     Solution Issue Resolution All Marketo subscriptions have Universal ID enabled, so this issue may be a difference in password restrictions. If an instance has different password security requirements than the other instances and the password doesn't meet those restrictions, you can end up in this situation. Verify if the password settings match the other instances, and if not, then change the settings and send an invite again. For more information on Password Settings: Change your Password Security Settings - Marketo Docs - Product Docs  
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Issue Does applying a permission set to the Marketo Sync User in Salesforce suffice for limiting the number of fields to sync from Salesforce to Marketo? or will the profile need to be updated directly? Solution In order to limit the visibility of fields for the Marketo Sync User in Salesforce, the profile will need to be directly edited (example: Add an Existing Salesforce Field to the Marketo Sync - Marketo Docs - Product Documentation) Root Cause Since the profile has access to a field, the Marketo Sync User will still have access to the field even though a permission set applied to the profile does not have access to the same field. Environment Salesforce Sync Marketo Sync User Permission Set SFDC
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To ensure all your activities show up under the Activity History (as opposed to Open Activities) make sure you have a "Completed" values in the Task Status list and that it's a "Closed" state. Here is how to check it:   In SFDC, go to Setup > App Setup > Customize > Activities > Task Field.  Click on Status In the Task Status Picklist Values list, check if you have a "Completed" value.  If you do have it, skip to step 5. You need to create the "Completed" value.  Click on the New button Type in Completed and click on Save Click the Edit link next to the Completed value Check the box next to Closed and click on Save. Once the steps above are completed, you should now Completed in the list with "Closed" checked like this:    
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Issue Email Link Performance report on the same email shows more clicks compared to clicks in the Email Performance Report. Solution Email Performance Report clicks shows the total number of leads who has clicked any link in that email. This count is independent of any links and how many times a lead has clicked any link on that email. Email Link Performance shows the number of unique people who clicked each link. It shows the number of leads who clicked that particular link. The same lead could’ve clicked another link. So in the total it would be counted as 2 leads in the report but in reality both are same leads. This is the reason why you see Email Link Performance report shows more clicks compared to clicks in the Email Performance Report    
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Issue If an email has been sent and then the name of either the asset or the sending campaign has then been changed afterwards, the reporting information will not reflect the updated name of the email asset.     Solution This behavior is expected as the activity that was written with the original name was on the lead level and not the level of the asset. If one email is selected within an email link performance report this will break out the activity into two different rows as the activities still retain the original name and are listed separately from the new name.  
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Issue Issue Description When pulling an Email Performance Report, the click total doesn't match a smart list looking for all clicks of any link in the email. Solution Issue Resolution One possible reason for this is that in an Email Performance Report, the Unsubscribe link does not count as a click, only as an unsubscribe and will only show in that column. This is because people can unsubscribe via other methods, so they are all included together to give an overall view of your engagement (or disengagement in the case of unsubscribe).
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Issue Issue Description Google is changing production of their robots.txt parser to an open source format and removing support for some widely used but unsupported  code:   In the interest of maintaining a healthy ecosystem and preparing for potential future open source releases, we're retiring all code that handles unsupported and unpublished rules (such as noindex) on September 1, 2019. For those of you who relied on the noindex indexing directive in the robots.txt file, which controls crawling, there are a number of alternative options:   -Link to Blog Post from Google: https://webmasters.googleblog.com/2019/07/a-note-on-unsupported-rules-in-robotstxt.html?m=1     Solution Issue Resolution This should not affect any Marketo Landing pages if the Noindex, NoFollow code has been put in the Robots meta tags as per the documentation: https://developers.marketo.com/blog/block-crawling-and-search-indexing-of-a-marketo-landing-page/ This will only affect your landing pages if NoIndex, NoFollow are in the robots.txt file and not in the header meta tags.
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Issue You send a sample email to test the tokens in a Calendar (.ics) file, and the tokens are not populating. Create a Calendar Event (.ics) File     Solution Tokens in an .ics file do not populate for sample emails.  Send the email to a test lead via 'Send Email' Run Action in the Database instead or via a smart campaign.
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Background This document provides updated information for customers that were impacted by the Communication Limits issue beginning on June 11, 2019, or June 14, 2019, depending on the data center your instance is in. During this issue, our systems may have inadvertently over tracked the send count per lead or missed tracking the count resulting in too few or too many emails sent to leads. For more background information regarding this issue, please refer to the Communication Limits Issue: FAQ document.  Impact Update We also identified that this issue may have resulted in incorrect email send count database entries for dates in the future. The number of incorrect database entries coincides with the number of times a lead was processed during a campaign. The newly identified issue only impacted customers with subscriptions that have a default subscription time zone that is ahead of Central Time (GMT-05:00), starting from Eastern Time (GMT-04:00) all the way to Kiribati (GMT+14:00). While customers with Pacific Time Zone as their default subscription time zone setting would not be affected, customers in Eastern Time, EMEA, and APAC times zones may have been impacted. To determine which time zone your subscription is set to, follow the steps outlined in our Marketo Docs. Below is a brief example of the impact this issue may have caused. Example: Let’s say the per day communication limit is 1 and Lead A was sent 1 email on June 20, 2019, through a smart campaign that had 36,000 total leads. If Lead A was in the first batch of 2,000 leads processed during the campaign as described in Communication Limits Issue: FAQ, Lead A would have processed for count tracking purposes a total of 18 times during the campaign (36,000 total leads in the campaign divided by 2,000 leads processed per batch equals 18 total batches processed in the smart campaign). The newly identified issue would have caused the email send count of 1 to be entered into the database 1 additional day into the future for every time they were processed during the campaign. In this example smart campaign, on June 20, 2019, Lead A’s email send count would have been updated to show 1 email sent every day until July 7, 2019 (18 total days). Due to the per day communication limit of 1, Lead A would not have been eligible to receive any additional emails until after their send count reset on July 8, 2019. If the smart campaign contained 100,000 leads, this issue would have created 50 days of worth of incorrect future email send count entries in the database. To further illustrate the impact of Lead A, if they were sent 1 email through a smart campaign that contained 100,000 leads rather than 36,000 leads, and Lead A was processed in the first batch of 2,000 leads, this issue would have created 50 days of worth of incorrect future email send count entries in the database. As highlighted in previous communications regarding this issue, we did not track the number of emails sent for some leads (Non-processed leads: In the example above, there were 36,000 total leads to be processed. The first 2,000 leads that were processed would have been tracked incorrectly. The remaining 34,000 leads would not have been processed and their email send count was not tracked). For these leads, their impact remains resolved by the patch that was implemented on June 24, 2019. Remediation: Our team implemented a patch on June 24, 2019, at 1:38 PM PDT to resolve the Communication Limits issue. While the issue remains resolved to track count correctly moving forward, the original impact was greater than expected for some customers where bad records still existed in the system. To resolve this issue, we implemented a data fix to clear the incorrect future database entries on July 4, 2019, at 3:26 PM PDT. The data fix cleared all email send count database entries from June 27, 2019, into the future. While all future dated records have been deleted, email send count records that were entered into the database before June 27, 2019, will remain. For important Email Programs and Smart Campaigns that were impacted, you can create a new Smart Campaign to determine which leads did not receive emails that should have. To do so, use the smart list conditions as shown below. Data Fix Side Effect: While our team has resolved the issue of incorrect email send count database entries into the future, we were not able to differentiate between the leads that had been impacted and the leads that were not impacted. The data fix was implemented for all leads, so leads that had legitimately reached their communication limits would have also had their future records deleted. This would result in their email send count being reset and they could potentially receive more emails than they should.  If you have any questions or concerns regarding this issue, Marketo’s Customer Support is ready to assist. Please contact us at https://support.marketo.com or through any of the methods listed here. Thank you, as always, for your understanding and partnership as a valued Marketo customer.
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Issue You want to recall emails sent from your Marketo instance. Solution Once an email has been sent from Marketo Servers it cannot be recalled or pulled back. You can cancel a program before it sends at its scheduled time using the steps here: https://docs.marketo.com/display/public/DOCS/Abort+Email+Program The above cancellation only works on Email Programs. If you are wanting to cancel a smart campaign follow these instructions: https://docs.marketo.com/display/public/DOCS/Abort+a+Smart+Campaign Note: A smart campaign will only stop what hasn't been run yet. If you already had 100 emails sent by the time you cancel it, those 100 emails cannot be unsent. You may see in your Outlook an option for "Recall Email." This function within Outlook only works with internal sends/private systems where the client can request the server revoke access to other client mailboxes before they're viewed, such as your office email to other users in the same company.    
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