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Issue When right clicking an image in an email to enable Content AI, the option is greyed out when following: https://docs.marketo.com/display/public/DOCS/Enable+Content-AI+in+Emails     Solution The image element in your email is likely defined as an <img class="mktoImg"> element. Content AI requires the ability to add a clickable link to the element which can only be done if the image element is defined via a <div class="mktoImg">. Email Syntax: https://docs.marketo.com/display/public/DOCS/Email+Template+Syntax
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When a lead fills out a Marketo form, some validation messages are automatically built in. "This field is required." "Please enter a valid email address." "Please  enter a valid phone number." "Please select a value for this field" "Please wait" (appears after the lead submits the form). You may wish to customize these messages either because you are creating a form in a different language or simply because you wish to change the wording. 1. Open up your form for editing. 2. Select the language you wish to use for error messages on your form. If you don't see your language you can Customize the Text of Form Validation Messages. That's it. Leads will now see error messages in the language of your choice.
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This document only applies to a subset of Marketo customers that were contacted on August 26, 2019. If you are unsure if this applies to your Marketo subscription, please Contact Marketo Support at  support.marketo.com. Overview GoToWebinar is changing its authentication protocol used for API access. Their legacy protocol, OAuth v1.0, will no longer be used after October 1, 2019, and all services accessing GoToWebinar (Marketo) will be required to use the new authentication protocol, OAuth v2.0.   Marketo is updating our system for a subset of Marketo customers to utilize the OAuth v2.0 authentication protocol for new login authentication. All newly initiated service authentications between Marketo and GoToWebinar will use OAuth v2.0. However, all existing GoToWebinar services currently logged in and in use now must be reauthenticated manually.   All customers who use GoToWebinar must reauthenticate each of the logins for these services in your Marketo instance by navigating to Admin > LaunchPoint. Any API calls still using OAuth v1.0 after October 1 will fail. This will result in statuses not being shared between Marketo and GoToWebinar and will prevent users from syncing Event programs with a GoToWebinar event.       FAQ   Why is this change happening? GoToWebinar is strengthening its security protocols for API login access to their services. This requires using an upgraded version of the login protocols, known as OAuth v2.0.   Is this a Marketo change or a GoToWebinar change? This change is being implemented by GoToWebinar to strengthen its security protocols. Marketo has upgraded our system to allow a seamless transition, but the protocol change is being made by GoToWebinar.   When does this take effect? The new protocol version OAuth v2.0 is active and in place now. GoToWebinar has placed an announcement on their status page stating that the deprecation of the legacy OAuth v1.0 is scheduled for October 1, 2019. All connections between Marketo and GoToWebinar that are still using the legacy OAuth v1.0 protocol will be refused by GoToWebinar after that date. This includes new access requests as well as those currently active and in use.   What do I need to do? Reauthenticate your GoToWebinar services with a fresh login from within your Marketo instance before October 1, 2019.   Why do I have to do it myself? Marketo has made the changes necessary to utilize OAuth v2.0 for new authentication logins being made moving forward. However, all logins already in use were initiated on the older protocol, OAuth v1.0. Marketo doesn’t know your personal login credentials, so you need to do the reauthentication directly.   Is there a different procedure for how to enter the credentials inside the Marketo UI? No. The update Marketo made was on the back end, so there is nothing different to how you enter the info. The UI is the exact same as it was.   What happens if I don’t reauthenticate the login before October 1, 2019? All connections between Marketo and your GoToWebinar services will be refused by GoToWebinar on their end.   If I miss the deadline and the connection is shut off, how will I know? You’ll find error messages in your Marketo instance where the services are used. See the section below for “Symptoms of a disconnected service” to know what to look for.   If I miss the deadline and the connection is shut off, how do I get it working again? Reauthenticate your login credentials in Admin > LaunchPoint. See the “Customer Action Needed” section below for step by step directions. Customer Action Needed A subset of Marketo customers who were notified through email must reauthenticate GoToWebinar login credentials for each user. This must be done before October 1, 2019, to avoid experiencing disruption of your services.   1. Navigate to Admin 2. Click LaunchPoint to open the list of Installed Services 3. Click and open the GoToWebinar service to edit it           4. Click the Log into GoToWebinar button.           5. In the GoToWebinar Sign In pop-up window, enter your GoToWebinar email and password and click Sign In.         6. After the window closes, click Save     DONE!   By reauthenticating the login, you’ve ensured that the service is using the new OAuth v2.0 protocols.       Symptoms of Disconnected Service Here is a list of what to expect if the integration with GoToWebinar is disconnected due to the deprecation of OAuth v1.0 on October 1, 2019.   1. The service listing in Admin > LaunchPoint will have a status of Failed along with a few details. A. Reauthenticating your login credentials will resolve these errors.         2. Event programs that have not yet synced with GoToWebinar will be unable to sync and will return errors. A. Reauthenticating your login credentials will resolve these errors. B. For reference, here is the documentation on how to sync an Event Program to GoToWebinar.         3. Existing programs that were synced with GoToWebinar prior to the deprecation will show no difference. However, if anyone is added to the program with a ‘Registered’ status, Marketo will attempt to push this record to GoToWebinar and will fail due to the deprecation of the OAuth v1.0 protocol. This will give the record a status of ‘Registration Error’. If this occurs, this data is not lost. A. Reauthenticate the GoToWebinar service B. Manually refresh the webinar attendance. Navigate to the Event Actions menu of your Event Program and select Refresh from Webinar Provider       4. Records that were already registered with GoToWebinar before the service stopped will still be able to receive the correct {{member.webinar url}} token. That data for the token will already be in Marketo, so reminder emails will still have the right links to the actual webinar even if the service was stopped after they were registered. The attendee report won’t be able to come down from GoToWebinar with the connection cut off, but at least your leads will still have the link to get to the webinar.       5. If the service is no longer active and an existing webinar completes, normally this would record attendance information and sync this back to Marketo and change the status of program members. However, if the service is inactive, this will fail silently, and no status change will occur. Manually refreshing from webinar provider will also silently fail if done while the service is still inactive. The notification will show that there are no updates. A. Reauthenticate the GoToWebinar service B. Manually refresh the webinar attendance. Navigate to the Event Actions menu of your Event Program and select Refresh from Webinar Provider C. Now that the credentials were reauthenticated and the service is back online, the manual refresh will work properly.       How to Get Additional Help Feel free to ask questions in the comments section of this documentation. Our Support team will be monitoring the comments to help answer your questions. You can alsoContact Marketo Support at any time.
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Issue You have two SFDC picklist fields mapped to one Marketo field but it isn't showing all picklist values for both SFDC fields. Solution When two SFDC picklist fields are mapped to one field in Marketo, the only values that will show in Marketo will be the values that exist in both picklists.  Review the picklist values in Salesforce and add any missing values to the picklists so that they match exactly. This could happen in situations where the field in Marketo is mapped to a SFDC picklist field on leads as well as a SFDC field on contact/account.
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Issue After deleting a lead or contact in Salesforce that has been synced to Marketo as a person record, attempting to merge that synced Person record with another Person record in Marketo keeps failing.     Solution When a merge is performed in Marketo, the Marketo Sync User will first automatically attempt to merge the associated records in Salesforce. If the records have been deleted in Salesforce this attempt to merge the records in Salesforce will fail, meaning that the rest of the merge operation will fail in Marketo. To complete this merge, the best option is to perform the merge through the API. The Merge Leads endpoint allows you to skip the automatic Salesforce merge attempt that will always run when performing the merge through the Marketo UI. Marketo support does not troubleshoot or write custom API calls like this, so it is best to work with your in-house developer or IT staff to create these API calls. http://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Leads/mergeLeadsUsingPOST        
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Issue Description You are seeing updates in Microsoft Dynamics to a field named Birthmark but do not see the field in your Marketo instance.   Issue Resolution The Birthmark field indicates whether the lead was created in Marketo or MS Dynamics.  If the Birthmark field is blank, the lead would be a CRM-created record.   If the Birthmark field contains the value 'mkto', then the record was created in Marketo.   Who This Solution Applies To Microsoft Dynamic Users Is this article helpful ? YesNo
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Issue When editing the expiration date for a user in Admin by completely removing the expiration date set to null and clicking save. The change is not saved, and the expiration date remain. Environment Expired Date for user Expiration Date Changing the expire date to never in Admin   Solution There are two options: 1. Change the expiration date to a date in the future.  2. Delete the user in Admin and recreate the user again and set the expiration to never.  *Please note that if option 2 is selected, the history of the user is will be lost and this cannot be retrieved. Root Cause This is a design limitation as it is expected for the user with an expiration date to be deleted from the Marketo Instance after the expiration date has been reached. 
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Issue A newly created Program is not showing up in Program Cost Analysis Report.     Solution The Program Cost Analysis Report takes a little time to show new Programs that have just been created. It doesn't do much good to show a success metric before a program has had a chance to succeed so it needs time in order for data to be collected.   If you don't see the program in the report within 48 hours, check these things: If there is a view filter in place The program is active and approved   If all that looks good contact Support for additional troubleshooting.
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Issue Description Can Email Insights Quickcharts be shared across users within Email Insights? Issue Resolution At this time Email Insights saved Quickcharts are user-specific and cannot be shared or viewed by other users. You can share the quick chart with anyone by downloading the chart as a PowerPoint or Excel file. Who This Solution Applies To Email Insights Users
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Issue What type of formats are accepted for uploading data to Facebook custom audiences from Marketo?   Solution Note: The phone numbers must always have the country code included even if they are in the same country as your business.. The endpoint for facebook allows the following formats: 1-234-567-8910 12345678910 +44 123 456 7890 With or without punctuation is allowed.          
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Marketo natively supports the following versions of Microsoft Dynamics CRM: Microsoft Dynamics CRM Online.  Authentication types supported: Windows Live ID and Office 365 Microsoft Dynamics CRM 2011 with IFD Microsoft Dynamics 2013 with IFD. For Dynamics OnPremise (2011 and 2013) the authentication type we support is ADFS (Active Directory Federated Services). We support ADFS 2.0 and 2.1 and will always support the latest version publicly available ADFS.
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Summary Learn how to resolve issues with uploading SVG files to Marketo. Issue You are not able to upload Scalable Vector Graphics (SVG) files to Marketo. You are encountering errors during the upload process or facing issues with improper display in browsers after uploading.  Cause: The root cause behind such issues is often Marketo's security checks, which may reject certain properties of SVG files. This can lead to conflicts between what Marketo accepts and what browsers can display.   Solution To address SVG files not being accepted or displayed correctly in Marketo, try the following steps: 1. Change File Extension to .xml: Instead of saving the file with a .svg extension, save it as a .xml file. This will change the server MIME type and allow it to be uploaded to Marketo. Example: If your file is named "example.svg," rename it to "example.xml" before uploading it to Marketo. 2. Remove Unwanted Properties: If the SVG file contains additional properties or namespaces causing rejection by Marketo, removing them can resolve the issue. For instance, the xlink namespace, if present at the top of the SVG file, may lead to rejection by Marketo. Exercise caution not to remove essential properties, as this could result in errors when attempting to display the file in a browser. Example: If your SVG file has the following line: xml xmlns:xlink="http://www.w3.org/1999/xlink"    Remove this line from the SVG file's code using a text editor.   When saving SVG files from applications like Adobe Illustrator, changing the file extension or manually editing the code may be challenging. However, using any file explorer, you can easily change the file extension to .xml. Code editing can be performed using a text editor to manually remove unwanted properties. Always back up the original SVG file before making any changes to prevent permanent data loss. By following these steps, you should be able to successfully upload SVG files to Marketo and ensure proper display in browsers.
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Issue Issue Description 'Members by Status' Not Shown on Engagement Program Summary - Only 'Members by Stream'     Solution Issue Resolution The 'Members by Status' section that you can see on the Summary page is replaced by the 'Members by Stream' section in an Engagement Program. You should be able to see how many members have which Status on the Dashboard page. This will also show any additional Statuses that you may have added to the Channel. However, all of this information is available on the Details page for the Engagement Program in Marketo Sky.
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Issue:   You've notice that visit webpage and click link activity is not being logged for certain leads Solution: There are a few reasons for this. First of all, have an Admin make sure you have tracking enabled. If you are certain that you have your tracking enabled and it’s working for others, it could be that your lead has tracking turned off in their browser. You can do this in FireFox by going into Tools/Options/Privacy, and checking the box which says Tell Websites I do not want to be tracked:         To circumvent this, go into Marketo Admin/Munchkin, and go to where it says Lead Tracking, and select Ignore to the ‘Do Not Track’ Browser request. Is this article helpful ? YesNo
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Issue When you set up an A/B test in an Email Batch Program (EBP), you have the option of manually sending the winner, or having the Marketo system send the winner automatically. If you have forgotten, or cannot tell when looking at a past approved EBP, there is a trick you can use.     Solution When looking at the Control Panel in the Email Program, there is an option to "View A/B Test" in the square panel for selecting the email assets. When you click on this "View Test," at the bottom there will be something that says either "Send Report" or "Send Notification". "Send Report" is for a Manual A/B test, and "Send Notification" is for an Automatic A/B test.
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Issue Issue Description Need to know how often websites are crawled, keyword rankings are updated, and link data refreshes.     Solution Issue Resolution Marketo SEO automatically crawls your website weekly, and the results are shown in the Pages Section. Keyword rankings are updated weekly as well. Link data updates once a month. The above updates are guidelines as to the freshness of data being viewed, and how much time one can expect for specific data sets within the Marketo SEO tool to refresh. Operational SEO updates typically happen between 12am-2am Central time. Who This Solution Applies To Customers with SEO
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Issue Description What happens when you enable "Send all Tout emails in my team through this server connection" within the SMTP Server settings on ToutApp.com Issue Resolution When you select "Send all Tout emails in my team through this server connection" within the Tout admin panel, this will provide the option to all standard users to either choose to use the ToutApp Email Servers or your company's own Email servers. If you decide to share the SMTP Settings with the team, t is recommended that you have your IT team setup a dedicated STMP/Email account to use as the Custom SMTP Credentials. Note: Each user can choose to either use the Tout servers or the configured & shared SMTP server. It is not applied automatically to all users.
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Issue There are several special characters that are rejected by the Marketo system on the backend and which can cause errors or strange behavior when attempting to use them in asset or field names. These characters are: [ ' " < > { } ; ] This is a article attached image     Solution These characters should not be used because they are often used in code and scripting languages. Generally, Marketo will give an error if this is attempted. However, in the event that the name is accepted there is a good chance that you will see some strange behavior when attempting to use the asset or field. There is a large range of different behaviors that can result and they are all very unpredictable, so the best choice of action is to not use these characters with asset or field names at all.    
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The asset discovery is an event listener that sits on every page and waits for visitors to click links that are considered content assets. Any behavior on web pages is being recorded in the 'session' and this event listener is continuously checking the session to see if anything happened. Once he identifies an event, he checks if this is a click on content asset. By default, assets are defined as any external pages or files (PDF, PPT, PPTX, MP4, OGG, WEBM, YouTube..) but if you configure URL patterns so the engine will look for them as well.   See: Enabling Asset Discovery - Marketo Docs - Marketo User Manual Create a New Asset - Marketo Docs - Marketo User Manual   A few example of how to configure the exclude/include rules for Asset URL Patterns:   Page to include/exclude   Is this article helpful ? YesNo
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Included in this article Overview Have you ever wanted to have an RTP campaign only show up on specific pages? This article will go over the steps needed to make an RTP campaign do just that and only show up on certain pages. Specifying a Target URL When editing a campaign, there is a section labeled "Target URL" (right under where you choose the Segment the campaign uses). This is where you can specify the URL(s) you would like to display the campaign on. Adding Multiple URLs If you would like to include multiple pages you can use the green plus button to open the multiple value entry option.
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