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Issue Leads that qualify for a Smart Campaign run through the flow with a Change Data Value flow step, but some leads don't have a data value changed, while other flow steps still apply. It seems that those leads have just skipped the Change Data Value step and went right on to the next flow step.             Solution If the new value for the Change Data Value is exactly the same as the current value in the lead record, Marketo will skip that flow step. There won't be an activity entry in the activity log or results tab because the action did not actually happen.  Example Say you had a field called Favorite Sport and a lead that already has the value of "Football" in that field on their record.   The flow step is Change Data Value: Attribute: Favorite Sport New Value: Football   In this example, a lead will run that through flow step, but since the value did not change Marketo will just move on to the next flow step.    
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Summary Learn how to monitor the synchronization status between Marketo and Salesforce to ensure data consistency and operational efficiency. Issue You want to check the Salesforce sync status to maintain data alignment and workflow effectiveness. Solution Marketo now offers a user-friendly, built-in tool to monitor the Salesforce sync status. To use this tool: Log into Marketo. Go to Admin > Integration > Salesforce. Click on the Sync Status tab.
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Issue Description You have a smart campaign setup and the flowstep called “Change score” activity is not logged or missing in the activity log. Issue Resolution If the records who qualify for the flowstep already have the same value which you have specific in the flow step, the activity will not be logged. The activities will not be logged because there is no change being made by the campaign.
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Issue Issue Description You would like to have an RTP domain in your Account Settings in Web Personalization removed   Solution Issue Resolution We cannot delete domains from accounts unless the tag for this domain has never been implemented on your website. To check that, log-in and verify that (by navigating to the visitors page and filtering the data by this domain and see that there is no data showing up). If there is no data under this domain - go ahead and submit a support ticket to delete the irrelevant domain from you Web Personalization Account. Who This Solution Applies To Web Personalization Customers
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Issue You want to push Marketo activities into MS Dynamics.     Solution Marketo has the ability to push activities in SFDC, however, the same feature does not exist for MS Dynamics.  Instead, you can use Interesting Moments in Marketo Sales Insight to pass activities into Microsoft Dynamics.   Who This Solution Applies To Customers using Microsoft Dynamics.
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Issue Trigger campaign with a Data Value Changes trigger for the attribute “SFDC Is Deleted” does not fire when the value is changed to "True." Environment Customers integrated with Salesforce Solution This field, “SFDC Is Deleted”, is a system managed field which we do not log a Data Value Change for. Instead use trigger: "Lead is Deleted from SFDC" to capture these leads.    
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Issue Issue Description When you update fields for the sales owner in SFDC, the information is not updated in Marketo. You are also blocking updates from SFDC for the affected fields.   Solution Issue Resolution Due to how the SFDC User object is mapped in Marketo, if a field is blocked from updating from SFDC, this will also prevent Sales Owner info from syncing over. You'll need to remove the "Block Updates From" logic for that field.   
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Included in this article Overview Use Sync User Login Check Field Level Security Overview If you've ever had trouble getting a field or field value to sync between Salesforce and Marketo, the most common problem is that the Salesforce sync user doesn't have permissions to access that field.   Since different users have different permissions to access fields based on their roles, not every field or record is visible to every user. However, there can be cases when a user needs access to fields which are not accessible. For example, if a program needs to be tested but the field is not accessible, or the user may have been simply missed from the permissions. In such cases, you can check whether the sync user can see that field.     Use Sync User Login To find if your sync user has permissions to access the field, check the Salesforce integration ID. Navigate to Admin > Salesforce and check the Credentials. This will give you the login ID. Your Salesforce Admin should have the password for that login ID.       Next, log into your CRM using those SFDC sync user credentials.       Navigate to the lead/contact record.       Check to see if the field shows on the lead record. If the field is not visible, that means that your sync user does not have permissions enable to access that field.       Check Field Level Security If the field isn't visible, we need to check the Field Level Security for the fields. This is where the fields will be listed with checkboxes indicating whether the field is to be accessible or not.   1. Go to Setup.       2. Navigate to your Profile.       3. Go to the section “Field Permissions.”     Here you’ll be able to see the fields and their corresponding permissions. Restricted permissions could be a reason why the SFDC sync user cannot see a field or record. Therefore, you may need to make changes here to allow permissions to view it.
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Issue You want to know if it's possible to have the same folder name in both the Default workspace and another workspace.     Solution You cannot have the same folder name in different worksapces. For example, if you have a folder in your Default workspace named "Test" and then you try to create another folder called "Test" in a different workspace, this will not work. The same thing will happen if you try to clone a program to a different workspace and you use the exact same file name. When you are creating new folders or cloning programs, you must use a unique name.
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Issue You may notice this permission error "You do not have sufficient privileges to perform this action" when previewing an email even though the user role has permission to access the emails. Solution This can happen when the user role didn't have any access to the lead database as shown in the picture. This is a article attached image The user role needs the top-level access to the Lead Database(1 of 15). This is because the email previewer allows one to view the asset as if you were a specific lead, but if you can't see the leads, then the error will trigger. To fix this issue, you would need to provide the user role with top-level access to the lead database.        
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Issue In the report subscription, there is a link to the person in Marketo. Likewise, is it possible to add SFDC links for contacts/leads to report subscriptions? Solution Currently, there is no option to include the link to the person in CRM in the report subscriptions.    
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Issue Program member custom fields are not syncing data to Salesforce campaign member fields even though they are mapped. In this setup, the sync for Campaign Members is being performed by 'Add to SFDC Campaign' or 'Change Status in SFDC' flow-steps, but the Program itself is not set to sync with an SFDC Campaign. Environment SFDC Integration Solution This is the expected behavior, as the program member custom fields will only sync data to campaign member fields when the Salesforce Campaign Sync is setup for the Instance/Program in question. Using flow steps to sync SFDC Campaign Members will not carry over data for Program Member Custom Fields.   Root Cause SFDC Campaign Sync is not enabled.   Enable/Disable Campaign Sync Enable/Disable Campaign Sync | Adobe Marketo Engage   Program Member Custom Field Sync Program Member Custom Field Sync | Adobe Marketo Engage
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Issue Person/Lead Source is empty. Why isn't it populating?     Solution Marketo does not automatically assign Person Source. We do populate Original Source Type. Assigning credit for a Lead can only be determined by someone with intimate knowledge of a company's marketing strategies.  If someone fills out a form, Marketo doesn't know if they were brought to that form by an email blast, TV commercial, talked to a salesperson, or any number of other reasons. If they came in through a List Import, they could have attended a Tradeshow and signed up there, they could have been exported by a CRM and are being imported, or any number of other ways.  There are many discussions on best practices for handling Lead Source attribution in the Community.  If you need assistance setting up Smart Campaign to update the Lead Source based on your specific business criteria, please contact Marketo Support.    
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Issue Description Added yourself to the Send Alert To portion of the List Import process and continue to receive unwanted Alert Emails every time a list is imported. Issue Resolution During the next List Import process to the problem Static List in Marketo, you'll want to select the Edit Send Notification from the window that pops up in the top right section of your screen after the import process is started. Selecting the Edit Send Notification will cause a new window to open up that shows all of the email addresses who will be sent an Alert Email once the import completes. If you no longer want to receive the Alert Emails for this static list going forward, deleted your email address and click save. Who This Solution Applies To Everyone
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Article Text Included in this Article: Overview Email Reports not Being Sent Check Report Preferences Fewer Leads than Expected Check Personal Regions Settings Cross-Domain Tracking Data Includes Own Company   Overview   All RTP users should be receiving a monthly and quarterly Summary Report.     This email evaluates the performance of campaigns and recommended content and compares it to that of the previous month or quarter. Performance is based on click count and number of visitors converted to known leads, whether direct or assisted. Direct leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in the same visit. Assisted leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in a separate visit, up to 6 months in the future.   If you would like to unsubscribe from the Summary Reports, see this article. Otherwise, several potential issues with Summary Reports are outlined below along with their potential solutions.   Email Reports not Being Sent   Check Spam Folder As a first step, try checking your spam folder. It's certainly possible that the email reports did not make it past your email client's spam filters.   Check Report Preferences In your RTP settings, you will be able to enable or disable email reports. If you are expecting reports but not receiving them, it is possible the reports were disabled in your preferences. To check:        Go to User Settings          Check the Email Report settings at the bottom of the page     Make sure to check the box for Summary Report and whether you would like a monthly or quarterly (or both) report. This page is also where you will be able to manage any other RTP email reports you wish to be subscribed to.     Fewer Leads than Expected   Check Personal Regions Settings Another page to check is the Personal Regions page. This page will allow you to display data in the Web Personalization platform and send email reports only related to the specified regions.          In User Settings, click the Edit Regions button         This should take you to the Set Personal Regions page:         On this page, you will want to verify that any region you may have leads in is checked (marked as included in your Personal Regions). If regions that you have leads in are not included, the Web Personalization platform will not display data from that region or include it in the email reports. This means that if you have leads that are not included in your Personal Regions, their activity will not be included in Summary Reports.   Cross-Domain Tracking If the visitor is shown a recommendation on one domain, but the recommended content is hosted on a different domain, two different sessions will be recorded. This divides the visit into two sessions: The click on the link to the recommended content, on the first domain The content itself and the form fill-out, on the second domain   Because the click and the form fill are in two different sessions, the lead will be recorded as an Assisted Lead rather than a Direct Lead. This applies for both top-level domains (firstdomain.com and www.seconddomain.com) and sub-domains (pages.domain.com and www.domain.com/new_page). Cross-domain tracking will ultimately skew your metrics towards more Assisted Leads. To reduce the impact of this limitation, keep content recommendation and the content itself within the same domain when possible.     Data Includes Own Company   Clicks and visits from your own company can significantly skew your summary data, as your own employees may be visiting the company website on a daily basis. Because of this, it is important to exclude your own company from the organizations contributing to your Web Personalization data. To do this:        Go to your Account Settings          Scroll to the bottom of the page to find the Exclude IPs field     In order to exclude your company's traffic from your data and reports, you will need to know the outbound IP address of your company's network. You should be able to obtain this information from your company's IT department. Once you have your company's outbound IP address, enter it into the Exclude IPs field and press
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Issue User is unable to delete categories for their templates, regardless if they have Admin status. Solution Categories cannot be deleted unless the user who created the category deletes it. If user is no longer with the company, then removing the user should also remove the categories associated with their account.  
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Issue When using the Filter 'Member of SFDC Campaign' in the Smart List and checking the people tab to see which records are qualified, this message occurs: Could not evaluate rule 1 (SFDC Campaign 'Campaign Name' not found) Note: it may state could not evaluate rule # - # can be any number, if the filter is number 5.  # will equal 5   Solution The Fix Ensure the that the SFDC Campaign being referenced in the Smart List is an ACTIVE campaign The Why This error occurs due to the SFDC Campaign not being an active campaign in SFDC. You may be wondering "Then why can I select the SFDC campaign in the drop down?" This is because the Smart List Filter specifically 'Member of SFDC Campaign' similar to 'Has Opportunity' filter reference a backend table in Marketo. This backend table is updated when a SFDC Campaign is removed or renamed. Therefore, Marketo does not directly perform an API call to check if the campaign is selectable, but rather uses the backend table as reference. One way to check in Marketo if the SFDC Campaign is active is to check the 'Added to SFDC Campaign' Trigger in a Smart Campaign's Smart List as that dropdown will only show active campaigns.  
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Issue You would like to use the 'SFDC Oppty Campaign ID' as a constraint for the Smart List filters ' Has Opportunity' and 'Opportunity was Updated', however, it does not appear as an option. Solution By system design, there are some opportunity fields such as 'SFDC Oppty Campaign ID' that are restricted and cannot be made visible in Marketo as a constraint or filter. One workaround is to create a custom field in Salesforce on the Opportunity object that holds the same value as the 'SFDC Optty Campaign ID' field. As a result, this field will appear in Field Management and become visible as a smart list constraint or filter in Marketo. If you would like to implement this, reach out to your SFDC admin.      
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Issue Is there a way to make a landing page only accessible through a form? In other words, if someone gets to the thank you page and then forwards that URL along, you don't want the next person to be able to access it without filling out the form first.     Solution Marketo does not currently have functionality that can support this Use Case. If a Landing Page is approved, it's published on the web and if anyone has the URL then they can visit the page. That being said, perhaps there is some custom implementation that you can have a developer create. Here are two possible approaches: Custom coding that would look at the previous page of the visit; when accessing the Thank You page, if the Referrer is not the page with the form, then reject access or redirect it to display the page with the form Have the page submission pass along some kind indicator (URL Parameter) so that a reroute logic (on the thank you page) would run on that page all the time except when that indicator is present Marketo Support would not be able to assist in custom implementations. However if you were interested in a Professional Service Engagement we can explore the option of Marketo building this out for you.
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Issue Description Can a Default program in a nurture stream be changed to the Nurture Channel for reporting purposes? Issue Resolution Program Channels can only be applied to one type of Program. Nurture Channel will only be usable on a Engagement type program. You can however have multiple channels avaliable for a specific type of program! So you can have one program type with multiple channel options, but you cannot have one channel used for multiple program types.
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