Knowledgebase

Issue Clearing cache and cookies in your browser will fix a number of different problems related to page display, browser errors, and login issues.     Solution Here are links to the support articles on how to clear cache and cookies for the most commonly used browsers. Chrome Clear cache and cookies - Computer - Google Account Help   FireFox How to clear the Firefox cache | Firefox Help   Internet Explorer https://support.microsoft.com/en-us/help/278835/how-to-delete-cookie-files-in-internet-explorer   Microsoft Edge Microsoft Edge, browsing data, and privacy – Microsoft privacy    

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.

Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Summary: Say you want to validate a custom field before someone submits a Marketo form on a Marketo landing page, then let Marketo do it's standard validation. You can do that by overriding the formSubmit function in Javascript.  You can override it with a Custom HTML element for a single page; you can also add this Javascript to your landing page template so it affects many landing pages. First, build a Javascript function to execute your custom validation (formIsValid() in the example below).  It should return a value of "true" if the fields validate. If not, return false. Open the landing page for editing and drag a Custom HTML element onto the web page.  Paste in this Javascript and add your custom validation to the formIsValid() function. <script type="text/javascript" src="/js/public/jquery-latest.min.js" language="Javascript"></script> <script type="text/javascript">      // set no conflict mode for jquery   var $jQ = jQuery.noConflict();   function myFormIsValid() {     var thisIsValid = true;     // Put your custom validation here.     // If anything goes wrong, set thisIsValid to false.         // for example, show an error message if the email contains "bob"     if ($jQ("#Email[value*=bob]").length > 0) {        Mkto.setError($jQ("#Email ~ span").prev()[0],"No Bobs allowed!");        thisIsValid = false;     } else {        Mkto.clearError($jQ("#Email ~ span").prev()[0] );     }     return thisIsValid;   }   function formSubmit(elt) {     if (!myFormIsValid()) {        return false;     }     return Mkto.formSubmit(elt);   } </script> Here's another example that checks if a required checkbox, such as a terms of service agreement, is filled before submitting: <script type="text/javascript" src="/js/public/jquery-latest.min.js" language="Javascript"></script> <script type="text/javascript">      // set no conflict mode for jquery var $jQ = jQuery.noConflict(); function myFormIsValid() {     var thisIsValid = true;       // show a message if they fail to check the box     if ($jQ("#TermsOfServiceAgreement").attr('checked') != true) {        Mkto.setError($jQ("#TermsOfServiceAgreement ~ span").prev()[0],"Please agree to the terms above.");        thisIsValid = false;     } else {        Mkto.clearError($jQ("#TermsOfServiceAgreement ~ span").prev()[0]);     }     return thisIsValid; } function formSubmit(elt) {     if (!myFormIsValid()) {        return false;     }     return Mkto.formSubmit(elt); } </script> Follow these instructions if you want to retrieve the form fields via Javascript: Setting or Getting a Form Field Value via Javascript on a Landing Page The example above also shows you how to set an error field If you want to set or clear an error message on a field, you can use these two functions in your validation function. Note: These only work on form fields from the Marketo form designer. Replace the highlighted yellow bits below: Email -- the ID of the field where you want to show an error error message -- the text you want to display for this error           // error -- highlight the field           Mkto.setError($jQ("#Email ~ span").prev()[0], "error message");           // no error -- clear the field           Mkto.setError($jQ("#Email ~ span").prev()[0]);

Issue You want to run a report that will show you which leads/people clicked on links within a specific email.     Solution The Email Performance report will show click rate and what links are in emails, but not which specific leads leads clicked on a link. To see that, you can instead create a Smart List. Using the filter of "Clicked Link in Email," you can then pick the desired email and the results of the Smart List will show you which leads clicked a link in the desired email.

Issue This describes the difference in how filter logic applies to triggers and filters in a Smart Campaign Smart List. Solution Issue Resolution You can view the video on this here. Filter logic in a Smart List only applies to filters (the green criteria) and not triggers (the orange criteria.) If you have multiple triggers in a Smart Campaign, they will always operate on ANY/OR logic, which is to say, only one of the triggers needs to fire in order for the Smart Campaign to run. The filter logic you select, whether it is AND, ANY, or Advanced, will be used to further filter the leads after the trigger has fired.

Issue If your IT department or a client asks for your Marketo dedicated sending IP address in order to whitelist your marketing emails, here is how you can find it.     Solution Your Marketo instance's dedicated IP address can be found by sending yourself a live version of one of your Marketo emails, then checking the message headers for the IP address that it was sent from.  It should also be included in the original documentation that Marketo's deliverability team would have provided you when the dedicated IP was set up.  If you are unable to locate the IP address in the emails, or are unable to find your original documentation, please reach out to Marketo Support and we can look it up for you.   Who This Solution Applies To Customers with a dedicated sending IP

So you’ve now used the previous document (Getting Started With Guided Landing Pages:) to download a template from our library and set it up in your Marketo instance, you have even used it to make a landing page or two and you’ve customized those landing pages, all of which is fantastic news! Good job!   But now you’re looking at the template and things need to be changed: That’s a good start, but the Elements on the page may not seem “right” to you. We have an image on the left, a text headline on the right and a form below the text headline.   What if that’s NOT the layout you intended? What if, instead, you wanted the headline at the top, centered on the page and the image and the form side by side below the headline?   All of the elements on the template can be added, removed, re-ordered, changed up, switched out and modified. Doing so, however, absolutely requires knowledge of HTML. As stated before, if you are not comfortable editing HTML and do not have a resource available to you, please reach out to services@marketo.com, they are able to assist with any sort of coding needs.   Editing a Template:   Let’s go back to the template we created before and edit it and see what we can do about that image, form and headline.   Every object on a Guided Template is called an “Element”, you can see a list of the elements being used on any given page in the right hand pane of the landing page editor. However, that’s not all the elements that can be used on a landing page.   The full list of template elements can be found here: docs.marketo.com/display/public/DOCS/Create+a+Guided+Landing+Page+Template   So looking at that list, and knowing we want to change the layout of a text headline, image and form, the Elements we should be looking for are marked like this: class: "mktoText" class: "mktoImg" class: "mktoForm"   That seems easy enough, let’s look at the code and see what we can see.   Scrolling down through the code you will see first a bunch of variables defined. Variables are another sort of item that can be changed on a responsive landing page, please see Editing Marketo Guided Landing Page Templates, Pt. 2 - Variables:  which follows this one. Following that is a bunch of CSS code. CSS stands for “Cascading Style Sheets” and is a way of formatting the same thing over and over again, kind of like setting a font in a word processor. You wouldn’t want to have to re-set your font and size every time you start a new paragraph, right? CSS helps maintain a consistent look and feel across the entire document. Following the CSS, we get to the main section of the template, the <body> section. The <body> tag typically contains what you and I would consider to be “THE” web page. Everything above the body helps define how the web page looks and feels, but the <body> contains the actual content.   Sure enough, right there inside the <body> tag on lines 290 to 295 are the Elements we’re looking for: Each of the Elements we want to re-order are located inside <div> tags. A <div> tag is just a way of separating out one part of the page from the rest of the page. This section is marked as being “special” and the “class=” attribute is telling us in what way this section is special.   Each section starts with <div and ends with </div> closing it off. In HTML it’s important to close elements that have been started, so if we’re going to change the order of things, it’s important to select the entire section, from the <div to the </div>   More on HTML <div> tags here: w3schools.com/tags/tag_div.asp   HTML renders everything from left to right and from top to bottom. In the code, we are first defining the mktoImage, following that with mktoText and finally with mktoForm. That’s why the objects appear on the landing page in that order: In order to change the layout in a specific way, we will have to take each of the <div> tags containing elements and place them in a table. A table is a way in HTML to order things in terms of rows and columns. The <table> tag is one of the oldest tags in HTML and works on pretty much every HTML capable device.   More on the <table> tag here: w3schools.com/tags/tag_table.asp   Wrapping the Elements in a table is pretty straightforward. Copy the code to a text editor:        <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>      <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>      <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>   Step 1 is to change the order, we want the text to come first:        <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>      <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>      <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>   Step 2 is to wrap the content in a table. Inside the <table> tag are special tags that define the rows and columns. <tr> sets up each row and as you saw with the </div> tag is marked with a </tr> ending the row.   <td> defines each column, I know it’s confusing having <tr> where “r” clearly means “row”. You’d think it would be <tc> for column, but trust me, it’s <td>.   More on <tr> and <td> here: w3schools.com/tags/tag_tr.asp w3schools.com/tags/tag_td.asp   <table>      <tr>           <td>                <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>           </td>      </tr>      <tr>           <td>                <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>           </td>           <td>                <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>           </td>      </tr> </table>   This is the basic structure of the table. There are going to be some tweaks needed, but let’s see how this looks first. Put this in place of the code currently in the template like so: The indented tabs here aren't JUST for readability. The Guided Template Editor has build in code validation and it will return errors if you try to have your elements on the same line as the TD's and TR's. Make sure each item is on it's own line.   Go back and re-approve the draft and then edit the landing page we made before. It’s not pretty, but that’s OK. First we have to get the structure the way we want it, making it look pretty is the very last thing we do.   What we have here is the text headline on the top, which is great. The image and the form are below, left and right, respectively, side by side. That’s just what we wanted.   The problem is that we have a row with one column on top of a row with two columns and that has skewed things slightly. Fortunately this is an easy fix. We just need to take the single column in row 1 and make it stretch across both columns in row 2.   To do that, we add an attribute. Attributes modify the way tags behave.   In the template go back to the code we inserted and find the <table> tag where we set the whole thing up. First we’re going to control the width of the table:        <table width=”100%”>   This tells the browser to render the table at 100% the width of the screen.   Now find the <td> tag that contains the text element.             <td>                <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>           </td>   Add the following attribute like so:             <td colspan=”2” width=”100%”>                <div class="centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's <br>Adventures in <br>Wonderland</h1></div></div>           </td>   So what we’ve told it here is to span two columns and take up 100% the width of the table, and since the table is already 100% the width of the screen, this should fit the page as well. We’ve also changed the class on the <div> so that it simply reads “centered”. This should center the title based on the CSS code defined above.   Now find the <td> tags that contain the image and the form and adjust them to 50% each like so:             <td width="50%">                <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>           </td>           <td width="50%">                 <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>           </td>   Go back and approve the template change and edit a draft of your landing page. There you go! Now if we were preview this and change the size of the window, we get this (image and form are blank as they have not yet been added.)

Issue How to use the Web Page, Referrer URL, or Query String constraints to specify web page when using one form on multiple pages. Solution Use the appropriate constraint to specify which page the form is on when using a "Fills Out Form" trigger or "Filled Out Form" filter in a Smart List. There are three options: Web Page Referrer URL Query String   Web Page This constraint is designed for Marketo Landing Pages. If you have one form on multiple pages, and were attempting to specify a Marketo Landing Page, then you would use Web Page.  If you use Web Page, your value is the Landing Page asset name, such as "Global Contact Form Page". Or if the page is local to a program, the name format would be [program name].[landing page name]   Referrer URL This constraint is designed for external, non-Marketo pages. If the form you have is embedded on an external page, the value you would enter would be the URL of the page.This constraint is very picky about the values entered. Say the form is on www.pages.domain.com/contact-us.html. Only the following 2 options would function: Referrer URL - is - www.pages.domain.com/contact-us.html Referrer URL - contains - www.pages.domain.com/contact-us   By using "is", the exact value must match. When using "contains" a smaller portion of the whole can be used. Even "contains" /contact-us would have worked successfully, but the less specific the value is the more other pages could qualify depending on the use case. Generally, "contains" is advised with a unique portion of the URL because there can often be querystrings on URLs that would then not satisfy the "is" constraint.   Querystrings If the form is on a page, and the page has a querystring, such as: www.pages.domain.com/contact-us.html?product=new-stuff, then the form submission activity on the Marketo record would have a new field in the Detail called Query Parameters. (Querystring, Query String, Query Parameters are all the same thing.) If you set up direct links to the Page with unique querystrings, then you would be able to use the Querystring constraint and use values from the querystring in the trigger/filter form fillout campaign.

If you want to set or get a form field value in Javascript, you'll first need to find it's ID in the form.  Then it's a simple matter of using jQuery to retrieve the value from the form. Get the field's ID First, get the HTML ID for the form field you want to edit.  In the Design Studio, select a landing page that contains the form and preview the page. View the source of that page and find the field you want.  The fastest way is to search for the label that you used when you created the form like "Email" or "First Name".   Please ensure that you have access to an experienced JavaScript developer.     Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Is this article helpful ? YesNo Search for the "id" attribute in the "input" tag for that field.  Below, the id is "FirstName". <label>First Name:</label><span class='mktInput'><input class='mktFormText mktFormString mktFReq' name="FirstName" id="FirstName" type='text' value="" maxlength='255' tabIndex='1' /><span class='mktFormMsg'></span> Setting a field value Write Javascript to change the value of that field.  This example uses the jQuery "attr" function to set a new value, though any javascript solution will work. Change the highlighted yellow bits below with the name of the field and the new value for that field.  Instead of "newValue", you can use any text string, Javascript variable, or Javascriptfunction that returns a string. <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // use no conflict mode for jQuery   var $jQ = jQuery.noConflict();       // when the page is ready, change FirstName and newValue   $jQ(document).ready(function() {     $jQ('#FirstName').attr('value','newValue');   }); </script> When you're done, add the javascript to your landing page by dragging in a Custom HTML element on the page, then paste in this code. Getting a field value Write Javascript to get the value of that field.  This example uses the jQuery "attr" function to accomplish that, though any javascript solution will work.  Change the yellow value to the ID of the field you want to read. <!-- jquery for changing the field values --> <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // use no conflict mode for jQuery   var $jQ = jQuery.noConflict();     $jQ(document).ready(function() {     var firstName = $jQ('#FirstName').attr('value');   }); </script> When you're done, add the javascript to your landing page by dragging in a Custom HTML element on the page, then paste in this code.

Issue When your Salesforce Sandbox gets refreshed and is given a new OrgID, you will have to contact Marketo Support to work on getting the Marketo Sandbox addressed properly.     Solution This process is a 2 step process, the first step completed by Marketo Support on the backend. The second step is for you to enter the desired Sync User credentials in Marketo Admin > Salesforce. In order to do this second step correctly, you will need to generate a new Security Token for this Sync User within SFDC. Your SFDC Admin may need to do this for you. It is best that the token be newly generated the same day as performing this process. This process can be done over the phone so that both you and Marketo Support get immediate feedback.