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Issue Issue Description Revenue Explorer (RCE) reports show different stages when comparing Model Performance Analysis and Program Revenue Stage Analysis. Detour stages such as Disqualified, Inactive, Recycled, and Lost do not display as metrics in Revenue Stage Analysis reports.     Solution Issue Resolution The Program Revenue Stage Analysis in RCE will not show non-success path Revenue Stages, so detours do not display on the Success Path as viewable metrics. Model Performance Analysis will show non-success path Revenue Stages. For more information on Success Paths, see this related document   Who This Solution Applies To clients with Revenue Cycle Explorer and who have an approved Revenue Cycle Model
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Issue User cannot add a Field Organizer when the user does not have access to all workspaces.     Solution Unless the user has access to all workspaces, they cannot create a field organizer because field organizers are available in all workspaces. However, the user still can access and even delete the field organizers that are created by others.   Who This Solution Applies To Instances with workspaces    
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Dear valued customer, As you may know, on July 25th, 2017, our main web site, Marketo.com, along with other Marketo domain properties, were rendered inaccessible, preventing access to our application from 4:06am – 10:08am PDT. We apologize again for the inconvenience this caused. On the Marketo Trust site, you’ll find current and past Marketo system performance data including System Uptime and Reliability. This is monitored 24x7 and we have consistently maintained greater than 99.9% uptime. This uptime is calculated based on the length of time that the Marketo systems are functioning properly within our servers (“pods”). While the Marketo systems were functioning and available by 10:08am PDT, we realize that due to third-party DNS propagation timing, some customers may have experienced delays in accessing our systems of up to 48 hours, depending on region. All Marketo back-end processes such as Smart Campaigns were still operational during the DNS propagation, however, the propagation reduced accessibility to Marketo for some users. As a result, we believe the normal calculation of system uptime may not accurately reflect everyone’s experience. To address this, we have decided to make a one-time change to our normal calculation for July to more closely track what our customers may have experienced in terms of accessing our systems regardless of whether the problem lay with us or was due to third party systems/processes. After studying the issue, we think the best way to calculate this is based on customer logins to the system. We looked at the first login time for each pod and used login as a proxy to calculate when customers were able to access Marketo. This one-time calculation is a better reflection of the frustration you may have experienced in accessing Marketo. We will return to using our normal calculation for August. For the month of July, our server pod uptime was 99.997%. All back-end systems, such as smart campaigns, were processing normally while the domain was offline, so when calculated in the normal way, our server pod uptime for July was 99.997% When taking into account the 6 hours when the marketo.com domain was not available, the system uptime for the month of July was 99.17% As mentioned, if we add the full extent of the DNS propagation as discussed above, and take an average of the first logins across the entire customer base, the average user accessibility for July would be approximately 97.77%. For additional information please contact Marketo Support and see our FAQ document and this letter from our CEO Steve Lucas.
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Issue Description Munchkin activities recording stopped and web page activities were not logged. Since the activities were not immediately registered, any Trigger Campaigns set to initiate when those activities occurred would not have been triggered. Issue Resolution  Initial Steps: As soon as you identify an issue with Munchkin Activities recording, contact Marketo Support to ensure that proper steps are taken to prevent any data loss. Once the activity data is back-filled, identify all the Smart Campaigns that were impacted and need to be replayed. If you need assistance to identify which smart campaigns were active during this incident, our Campaign inspector is a great tool to assist you.  https://nation.marketo.com/docs/DOC-4470-campaign-inspector-for-triggered-recurring-campaigns.   Replay Impacted Smart Campaign: After you have identified the smart campaigns that were impacted, create a new smart campaign using the following smart list filters;   For Smart Campaigns triggered by clicking a link on a web page, use the following filters. Select the applicable link and timeframe based off what datacenter your instance is located in. The second filter is to prevent activities that were not impacted from replaying.   For Smart Campaigns triggered by a web page visit, use the following filters. Select the applicable web page and timeframe based off what datacenter your instance is located in. The second filter is to prevent activities that were not impacted from replaying.   After the Smart List is set up, the flow steps should mirror the flow steps of the original Smart Campaign that you wish to replay.   If you experience any issues with replaying the impacted smart campaigns, please contact Marketo support at https://support.marketo.com, or through any of the methods listed here.
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Issue An Engagement Program failed to send an email in the nurture stream. Solution Check the approval date of the email against the date of the last engagement cast. If the email was unapproved at the time, or was not activated as content, the email would not have been sent.      
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Issue You see a soft bounce on a lead and in the details you see it show System send failure: Reply-To address parse error (value of the address) Solution Confirm the tokens you are using are for the proper field and that the value for the field is an email address. The parse error occurs when we cannot generate or create a proper email address in the From Email or the Reply To Email fields. The error will show in the parenthesis the value we tried to put in.. For example Service Department is in the parenthesis, this would be an example of a incorrect field being used.
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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
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Issue The issue appears when a custom view is created in MSI that contains dependant fields. The error message:  "The dependent picklist '<dependant field name>' requires its controlling field '<parent field>' to be present on the page." will be displayed when you are trying to add the dependant field. For example:  "The dependent picklist 'Sub-Classification' requires its controlling field 'Classification' to be present on the page." Environment Salesforce MSI Solution Need to omit the dependant field in the custom view. Root Cause We curently do not support creating a view in SFDC MSI with a dependant field.
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Marketo recommends keeping the FT (First Touch) and MT (Multi-Touch) in separate reports .   Though they are attribution metrics, FT and MT use different measures to derive pipeline and revenue attribution.  One should not try to compare FT and MT metrics and having them in the same reports may cause confusion.   Step 1:  In RCE, Program Opportunity Analysis, identify the Program and Opportunity of interest.  If verifying FT, pull in relevant FT metrics. Ditto for MT. Also pull in Opportunity Closed and Opportunity Stage.  The combination will tell you if the status of opportunity (open, won, lost)  - which does affect attribution.   Step 2:  For the opportunity, find out the lead(s) associated to that opportunity and opportunity create/close date, status information. One way is to get this information is to do so in SFDC.  In SFDC, search for that Opportunity and scroll down to the Contact Role section to identify the associated leads (contact).  Other opportunity information should also be available. Another way is in RCE, Opportunity Analysis area.  Filter Opportunity Name to the opportunity of interest.  Pull in # of Opportunities and Lead Name.  You can also find out oppty create/closed date, status in this area.   Step 3:  Find out acquisition and success status/dates for the leads in the program In Marketing Activities, go to the program and click on Member. Search for the lead by name. The column Acquired By and Success will tell you if the lead is acquired by the program and/or achieved success, respectively. If the lead is acquired, to get Acquisition Date for this lead, in the lead grid, choose column Acquisition Date If the lead achieved success, to get Success date: Go to Lead details, click on Activity Log tab Search for program name and filter on activity type 'Change Status in Progression' Locate the FIRST success activity when a lead changed to a successful status.  RCA only counts the first success.  The activity date is the success date.   Step 4:  Evaluate if program is qualified for attribution for the program   The combination of Acquisition program/date, success status/date, opportunity create/close dates and opportunity status will help determine FT/MT attribution.  The rules of attributions is documented in Product Docs. With all the information gathered, you can now determine if the program is qualified for attribution for this opportunity.  Again, this technique is to verify if the program should get some attribution and doesn't necessarily give you the exact units and dollars.
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Issue A/B test in Email Program status is still showing “Running test…” and not all email variants were sent as expected.    Environment A/B Test Email Program  Sample Size Running Test  Solution To ensure the sample size qualified at least a minimum of the total variants of the A/B test.  For example, if you have a total of 6 records, a sample size of 34% will suffice for 2 records (1 for variant A and 1 for variant B).    Root Cause This can occur if the sample size selected is too small. For example, if you have a total of 6 records, a sample size of 1% will not suffice for 1 record.  
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Issue When looking at Email Insight it is only showing the first email activity (Send, Delivered, Click or Open), even though the email has been sent several times in the past few days/weeks/months. Environment Email Insight Solution Use different Smart Campaign to send the email if you want to track statistics of the email. Root Cause Email insights will only track the first email activity associated with the email if using the same campaign. this is the same as Email Performance report in terms of this note. Multiple sends from the same campaign to the same person are counted only once.
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The reason why the Sales Insight Anonymous Web Activity report differs from the Lead Management Anonymous Web Activity report is because the Sales Insight report does not show anonymous leads whose company name is either blank or is an ISP while the Lead Management report shows everything. The Sales Insight tool is geared towards Sales, and visitors with blank or ISP company names could be misleading to the Sales person. You can see this by looking at the Lead Management report. Notice that the visitors whose company name is bolded are the ones that are displayed in Sales Insight. When the company name is bolded, that means that the visitors company name has been verified using a reverse DNS lookup. Conversely, if the company name for the visitor is not bolded (or is missing), the reverse DNS lookup just shows us the ISP (or nothing if the reverse DNS lookup yields nothing). If you want to remove anonymous leads who do not have company information from your web activity report, follow these instructions: Hide anonymous leads without an inferred company in web activity reports
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Issue You receive a Marketo email and an email address in the text is blue and underlined, which does not match your desired styling for the email. Solution When an email address is simply included in the email text, the email client's default behavior may automatically convert it to a link with blue text and an underline. In order to override this default email client behavior, use the following HTML: <a href="mailto:[email address]" style="[custom styling]">[email address]</a> When the email address link is inside the anchor tag <a>, the email client will not override this custom styling that you wish to use.   This can be used for tokens as well: <a href="mailto:{{lead.Email Address}}" style="[custom styling]">{{lead.Email Address}}</a>    
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Issue Issue Description You encounter the error "You do not have permissions to do this" in one of the following situations: When you are creating an email template, you click on the Validate HTML button When you are trying to edit an existing email     Solution Issue Resolution This error is caused by Javascript in the HTML of the template. Email clients do not often allow <script> and Javascript in their Emails, so even though the email asset may be able to be approved, the email will present this error if attempted to be edited again or if you attempt to validate the HTML.   The solution in this situation would be to remove the <script> tag, including all Javascript, from the email HTML. After this, you should be able to edit the email or validate the HTML.   If you are unable to actually edit the asset, the workaround is to clone the asset.  If you clone the email, it can open in the editor and then you have the ability to remove the script. After this, the email will be good to go.    
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Issue You receive the error message of "exceeded limit" for Program Member Custom Fields (the documented limit is 20), but you don't see 20 fields listed in the Admin > Field Management > Program Program Member Info area.   Root Cause There may be Program Member Custom Fields in your Marketo instance that are hidden. These hidden fields still count toward your limit of 20.  As next steps, in Admin > Field Management, review the Hidden Fields area to find the hidden Program Member Custom Fields, and un-hide them. After un-hiding them, they will appear under Admin > Field Management > Program Program Member Info. To resolve the "exceeded limit" error, unused fields should be deleted. Reach out to Marketo Support to delete Program Member Custom Fields.
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Issue You 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.         Solution 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, deleteyour email address and click save.    
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Issue Issue Description In a Smart Campaign Results section, there are activities showing that are not campaign flow steps.     Solution Issue Resolution Marketo will display any related activities that were a result of the campaign flow steps in the Results For example, if a campaign syncs a record to the CRM, any associated 'change data value' activities from the sync will be written in the Campaign Results. 
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When you ask Marketo to add a Salesforce contact to a lead queue, Marketo creates a duplicate lead in Salesforce and adds that to the queue instead. The reason why Marketo creates a duplicate is because Salesforce queues can only have leads in them, not contacts.  If you try to add a contact to a queue, Marketo can either do nothing or create a duplicate lead and add that to the queue.  We opted for the duplicate.   If you want to prevent this behavior in your campaigns, use a filter on "SFDC Type is Lead" to limit the action to only leads    
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Issue Error "API is not enabled for this Organization or Partner" occurs during Marketo - Salesforce integration.     Solution This is a Salesforce generated error and indicates that API access is not available in your SFDC instance.  For more information, see this Salesforce documentation: http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_calls_concepts_core_data_objects.htm . To resolve this, contact Salesforce to enable API access.
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Sometimes you may see a link in your email that isn't decorated when you mouse over it.  That same link isn't tracked when you click it. Check that there is a link The most common solution is to add a link to the email.  Many email clients will automatically add links to when the text looks like a URL.  For example, here's a link as it was typed in an email: But Outlook renders that text as a link: To fix this, edit the email and add a link to the URL by highlighting the text and clicking the link icon in the HTML editor: Check the <a> tag If you edited the HTML, check to make sure it's correct.  Check if the: href is enclosed with quotes <a> is opened and closed correctly Check for class="mktNoTrack" If you edited the link with class="mktNoTrack", the link will not be decorated by Marketo.  You'll have to remove that class from the email template or email body, depending on where it is. Validate your email HTML As an additional check, you might want to run the HTML through a validator; HTML errors can cause links to break among other problems. Download the HTML for your email with the Download HTML button in the HTML Tools menu. Then run the HTML through HTML Tidy.  You should address the issues it discovers as they may be responsible for the bad link.
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