Knowledgebase

Sort by:
Issue You come across a few leads who failed to sync to SFDC and would like to have the list of leads who faced the same issue.   Solution Unfortunately Marketo doesn't have a specific type of filter to leads who failed to sync to SFDC. However if they are new leads who haven’t synced to SFDC, then you can filter them by using the filters "Person was created" and "SFDC Type" with condition "is empty". If you want to find the list of leads (previously synced to SFDC) who failed to sync among a particular group of leads, you can filter by following the below steps. 1. Create a new Boolean type field in SFDC namely "Sync Error?" and with the default value as "true". 2. Wait for the field to sync into Marketo. 3. Create a Smart Campaign to select those group of records and the flow steps to change the value of the Boolean field "Sync Error?" to ”False" and then "Sync person to SFDC". 4. Once the campaign has finished running, you will be to pull a report on SFDC on the list of leads who have the value "True" for the field "Sync Error?". It means that the value was not updated to SFDC as the record failed to sync. With this list you will be able to select the records and resolve the sync issue. You can also create a smart list of leads who were never able to sync with the following filters: Lead was synced to SFDC : Assign to : is not empty SFDC Type: is Empty      
View full article
Issue Values for a person were changed while they were in a wait step and you want to know if this will affect the values they see in an email they are set to receive after they come out of the wait step.     Solution When a lead enters a wait step, they are put on hold until the specified time. The logic is simply to wait until the specified time, then move on to whatever the next step is. The next step can even be changed while people are waiting, and they will go on to the new step. No content is generated in preparation of them exiting the step. When the wait step ends, the person moves on to the next step in the flow. Any information that was updated while they were waiting will be reflected in that next step. Thus, if values were changed while they were in the wait step, those new values will appear in the email they are sent after the wait step.    
View full article
Issue Issue Description Landing Page is not selectable as a Web Page constraint value for a Fills Out Form trigger.   Solution Issue Resolution Check if Landing Page is Approved Check if Landing Page is within the same workspace as the Smart Campaign with the Fills Out Form trigger [Note: this condition is only applicable if there are workspaces within the instance] Check if Landing Page is NOT within an archived folder Check if Landing Page has a form associated with it. If not, then it will not appear as a selectable option as Web Page constraint. While it is possible that a form can be inserted directly into the HTML of the landing page template, the landing page will not be associated with the form in this way.   This is a article attached image For a Landing Page to be a selectable option as a Web Page constraint it must be associated with a form by inserting the form to the landing page via the UI as illustrated in our docs below: http://docs.marketo.com/display/public/DOCS/Add+a+New+Form+to+a+Free-Form+Landing+Page http://docs.marketo.com/display/public/DOCS/Add+a+Form+to+a+Guided+Landing+Page This is a article attached image
View full article
Welcome to your Marketo Account Group.  This is a group area that is private to your company.  Only people that your Marketo Support Admin invites to this space can be involved in the conversations you have and the content that you create. You might be asking yourself how you are going to use this space or how does this space benefit the work that you are going to do?  You can think of this space as our toolkit, meeting room, notebook, communication portal all wrapped up in one convenient location. Here are a few ideas on how this space can be used. Communication with your team Use this area to start your own discussions or use it to ask your own team questions.  If you are working on a project, you can list our tasks, activities, and milestones to be shared and updated with your team.  Work efficiency always involves everybody staying informed and the key to that is a single source or information. Build your own Marketo Reference Kit Utilize the wealth of resources that Marketo has by creating your own reference kit of Help Articles, Support Solutions, Videos, and posts that you and your team find useful and will be useful for any new members to are added to your group. Record your Marketo history Marketo is a powerful tool  that offers a lot of flexibility and features in building your campaigns and communications, but all the logic and thought behind how your work is structured can be lost if someone else needed to. Create your own documentation and content If you have customized solutions or FAQ's that would benefit your team, you can create your own documents that are visible only to this one space.  Use this space as a private repository of knowledge for your team.  If you feel your content can be a benefit to the rest of the community, you are always welcome to share with the rest of the Marketing Nation. A link to Marketo Support If you have a problem that requires some assistance from the experts, your authorized support contacts can use the CaseConnector app in this space to submit a ticket to our support team.  The CaseConnector is also used to manage your current cases and view your closed cases also. A Customer Account Manager channel Your Marketo Customer Account Manager can use your space to contact you and check in to ensure that your goals are on track with the work that is being done.  Post a discussion and @mention your CAM and they can respond to you and your team. So there you have it, just a few ideas of how this Account Group can be used.  There are countless other ways to take advantage of this private are and the different actions that you and your team and build on.
View full article
Issue Description The Results tab of a Smart Campaign with a filter for 'Send Email' is has more entries than the Send Email count on the Email Performance Report.   Issue Resolution Page through the results as some Send Email activities will be 'Skipped Lead/Person already used up Daily/Weekly communication limit'     Is this article helpful ? YesNo
View full article
Issue New user gets message that the password link is expired when attempting to login for the first time. Solution If the invite isn't accepted within 24hrs of the first invite email being sent, it expires and there is no way to re-send it. You will need to delete the user and create a new one with the same email address. After you delete a user, it take a few minutes to clear out of the backend, so if you get a message that the user is already in use, just wait a few minutes and try again.
View full article
No, once you sync Marketo to any CRM you cannot change it to a different CRM. Please contact Marketo Services for options here.
View full article
Issue Webinar integration is giving an error "Invalid Username or Password" during setup, even though the username and password are correct. The webinar provider uses your Single Sign-On (SSO) provider for login.     Solution Marketo is not able to access the SSO provider and will not be able to log into the service if SSO is used. Use the following workaround for your integration. Disable SSO for the webinar service so that a user with login and password can be used in the Marketo Launchpoint service.  Create the integration user in the webinar provider and complete the integration Re-enable SSO for your webinar service after the webinar is over.   Who This Solution Applies To Clients leveraging SSO for Launchpoint services    
View full article
There are a lot of different pieces and activities involved when building a campaign or generating leads.  Here are some really important self help content that every Customer Account Manager agrees customers should pay attention to in order to ensure your continued growth using Marketo.   Reached your Database Limit Delete a Lead Delete a Lead in Salesforce Find and Merge Duplicates Bounced Email Address   Is this article helpful ? YesNo
View full article
Issue You go to a Marketo form that has prefill enabled and see that it contains some other person's information. Solution Form prefill can display another person's information if a Marketo email sent to one person is then forwarded to someone else.  Clicking on another person's tracked link cookies you with their information and causes it to prefill in the form.  To correct this, clear the cache and cookies on your browser.  If you would like to make sure this does not occur with your customers, please disable form prefill for the fields on your form.  There is nothing wrong with the forms or landing pages themselves, it is simply a matter of another person's cookie being placed on the browser by the forwarded email tracking link.  
View full article
Issue Email Starter Templates render differently on different email clients. Solution The Marketo Starter Templates are meant to be used as examples. It would not be possible to create a 1-size-fits-all template that works for all email clients.  The Starter Templates are provided for a starting place for your web development team to build off the existing HTML, including optimizing it for display on various email clients. Different email clients will have slightly different interpretations of the HTML. An experienced web developer should be able to help you adjust the code to compensate for these differences.  
View full article
Issue When testing an approved Landing Page test group, the browser is rerouted to the fallback/homepage instead. Solution All Test Group Assets in the section must be approved. If all assets are approved and there is still rerouting, please contact Support.
View full article
Issue Sometimes, you may notice that editing the text version also affects the HTML version of the email. Is there a way to edit the text version without the same edits occurring to the HTML version? Solution Changes to TEXT never apply to the HTML version. It's likely because when you "save" an element, it will add the "root block element" to the HTML side if one isn't present. So, your HTML is probably not handling it correctly. You can change the "root block element" to none in the Admin > Email > Editor Settings dialog. https://docs.marketo.com/display/public/DOCS/Using+the+Rich+Text+Editor        
View full article
Issue Issue Description How to migrate the MS Dynamics integration from the old Marketo sandbox into a new Marketo sandbox instance.       Solution Issue Resolution There are a couple of actions that are necessary before you start the initial MS Dynamics sync in the new Sandbox instance:   1. In Dynamics, find the XML file and check if there are any custom objects listed in this file. If you find any custom entities listed in this file then it is necessary to remove those reference those entities from the XML file. This is usually found after the Lead entity and this will be listed in the following format:   <Entity name="entity_name"> to the last line where the entity is closed by </Entity>. This entity reference needs to be removed and note that this is inclusive.   2. In Dynamics, verify that there are no custom entities listed in the Marketo Config Entity, if you see any custom entities referenced there then these will need to be removed as well as this needs to be empty.   3. If a sync filter is being used in the custom entities, make sure that you update the boolean field (Yes/No) on ALL the records on the entities that will have this filter.    Please reach out to support to ensure that you have performed those steps properly and that you are ready to start the initial MSD sync to prevent any issues.   Who This Solution Applies To Customers using Microsoft Dynamics
View full article
Issue You have a Smart List that should exclude a group of leads from a campaign, but they still show up in the Qualified Leads list     Solution Check the filter logic for your Smart Lampaign. "Or" logic allows leads that only qualify for some but not all of the filters to be included in the membership.  For example, you could have a Smart List with the following filters. SFDC Type = Contacts Unsubscribed = False (You are trying to exclude unsubscribed leads) Visited Webpage - company.com/products   If you use the following Advanced logic - "(1 or 2) and 3" - you will still have unsubscribed leads showing up in the list because they are Contacts, and the logic says they can be either Contacts or Unsubscribed = False.  They only need to satisfy one of the two filters to qualify, and an unsubscribed Contact would go through. There is a blog post that goes into more detail on this.  Smart List Logic - How many people do you want in your club?    
View full article
Issue How deleting or archiving programs will affect the Lead field: Acquisition Program.     Solution If you delete a Marketo Program, the field will append a "deleted" at the end of the Program Name. For example, if the Program Name was "July 2016 newsletter" for Acquisition Program, after deleting the Program, the field value would change to: "July 2016 newsletter  -  deleted (####)". The numbers represent an activity ID on the backend. Note: Archiving Programs does not affect the Acquisition Program.    
View full article
Article Text FAQs included in this article   How long does it take to see RTP data in Google Analytics? Should I develop any custom code to send the RTP data to Google Analytics? Are the data events sent to Google Universal Analytics marked as non-interation? What needs to be configured in Google Tag Manager to enable to GA integration Important note about getting help from Marketo Support: Overview RTP has great a integration built in with Google Analytics that will pass data through for you. This doc will answer some of the most frequently asked questions about this integration.   How long does it take to see RTP data in Google Analytics? Custom Variables (classic Google Analytics version) or Dimensions (Google Universal Analytics version) should show up after up to 24 hours. Custom Events show up in Real-Time   Real-Time Data details: About Real-Time - Analytics Help Real-Time Data is available in all Google Analytics accounts. No changes to the tracking code are necessary. To see Real-Time data: Sign in to your Google Analytics account. Navigate to your view. Select the Reporting tab. Select Real-Time.     Should I develop any custom code to send the RTP data to Google Analytics? No, all data is sent automatically by RTP to Google Analytics behind the scenes.   Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs     Are the data events sent to Google Universal Analytics marked as non-interation? Yes. The RTP script sends data events to Google Analytics (both Classic and Universal) as non-interation, so it has no affect on bounce rate and pageview metrics. Google Universal Analytics version:      ga('send', 'event', 'RTP-Segments', 'segmentName', 'organizationName', null,   {'nonInteraction': 1}  ) Classic Google Analytics version:      _gaq.push(['RTP-Segments', 'segmentName', 'organizationName', null, true]);     What needs to be configured in Google Tag Manager to enable to GA integration Nothing. Everything is done automatically by the RTP tag and behind the scenes once the integration is set up correctly.   Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs     Important note about getting help from Marketo Support:  
View full article
Issue How do Revenue Cycle Explorer filters operate? Solution RCE Filters operate in the following ways: Select from a List (Includes, Excludes) -- This filter type within RCE will let you include or exclude preset values Match a specific string (Contains, Does not Contain) -- This filter type will let you enter a free form value such as Contains "We" to find statuses which may have Web in them. The not-contains would filter anyone who did not have "We" in the status. On either filter you can select Multiple Values. Within the Match a Specific String function click on [+] and add another value option and this will then add additional string areas to use. A example would be Status contains: Reg Regis Registered Registered - Web etc.. As you can see you can match to one of many values!  
View full article
Issue URLs generated by a Velocity script token are not tracking when a person clicks on the link in an email   Solution Velocity scripting enforces strict formatting of links in order for them to be tracked:   or must be included in the URL.  If using a variable, the or must be output outside of the variable. The URL must be part of a fully formed <a> tag.  No other type of link tag will work Links must not be outputted from within a for or foreach loop To ensure links are tracked properly, set the entire path inside a variable and then print the variable. Correct: #set($url = "www.example.com/${object.id}") <a href="http://${url}">Link Text</a>   Correct: <a href="http://www.example.com/${object.id}">Link Text</a> Incorrect: <a href="${url}">Link Text</a> (missing http/https) <a href="{{my.link}}">Link Text</a> (missing http/htpps, cannot reference an outside my.token) <page xlink:type="simple" xlink:href="https://www.example.com">Click me</page> (must use an <a> tag)    
View full article
Issue Facebook Lead Ads was configured in a Sandbox subscription and then migrated to the Production subscription after testing was completed. After that swap, the Facebook Lead Ads integration is not passing records to the Production subscription.   Solution Deleting the Facebook LaunchPoint service does not unregister it from the Facebook Lead Ad pages. To ensure that the Facebook Lead Ad pages is unregistered from the Sandbox subscription and successfully reconnects to the production subscription, perform the following steps: 1. Go into the sandbox and create (or Edit if it still exists) the Facebook LaunchPoint again (just leave the default settings for pages and fields). 2. Once created, go back into the Facebook LaunchPoint and UNSELECT all of the pages that are currently selected (You want to make sure no pages are selected at this point). 3. Save. By doing this you will be unregistering the Marketo endpoint from all the Facebook Lead Ad pages for the sandbox subscription. You can then delete the LaunchPoint if you wish from the Sandbox subscription. 4. Go into the production subscription, since the Facebook LaunchPoint service exists, go back in edit mode and select all the pages you want to leads to come from. 5. Save. This should be able to successfully select the Facebook Lead Ad pages and register them to the production subscription. 6. Test one of the Facebook Lead Ad pages and verify if the data syncs to the Production subscription.      
View full article