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Before I came to Marketo I was a HUGE data guy. I loved spreadsheets, I loved databases. I even used to teach spreadsheet and database design. Yes, it is, indeed, a sickness.

 

So when a client asked me "How can I see the number of form fillouts? Not the leads, I want to see the total number of fillouts." My reaction was, there has to be a way.

 

And there is, but it involves taking data in Marketo and analyzing it in Excel.

 

The secret is the Smart List Filter "Filled Out Form" in conjunction with the constraint of "Min. Number of Times".

 

Excel 00.png

 

Let's say you take a particular form and tell Marketo "OK, show me everyone who filled out this form at least once." The smart list comes back with a number of 5289.

 

You then change the smart list and tell Marketo "OK, now show me everyone who filled out this form at least twice." The smart list comes back with a new number of 2254.

 

By subtracting the number of people who filled it out at least twice from the number of people who filled it out at least once, that will tell you how many times the form was filled out exactly one time. 3035.

 

Excel 01.png

 

So it stands to reason that if we find out how many people filled out the form at least 3 times and subtract that from the number who filled it out at least twice, that will tell us how many folks filled it out exactly twice.

 

Excel 02.png

 

Then you keep going until you find the highest minimum number that is not 0. When you put in a minimum number and get 0 leads back, you're done because nobody filled out the form that many times and nobody filled it out more than that. (The highest number of times I saw was 57, that was an internal lead who was testing the form and trying to break it.)

 

Excel 03.png

 

Now that you know how many leads filled out the form how many times, you can determine the total number of fills. Take the exact number and multiply it by the minimum number.

 

So those 400 leads that filled out the form 4 times each generated, on their own, 1,600 form fillouts(!)

 

Total up the "Total Fills" column and you'll find that this group of 5,289 leads managed to fill out that form 9,155 times.

 

Excel 04.png


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Hello Nation!

 

This is something I often get asked about so I figured it may be useful to put out here for all to enjoy!

 

In Marketo we have 2 dates associated with lead creation and it can be useful to know the difference:

 

1. The "Created" date under the Lead Info on the Lead Record:

 

 

  • This is the date that the record was created.
  • If your lead was first anonymous and eventually became known, the date you see here will be that of the anonymous lead being created.
  • You can use this date as a token:  {{lead.Created At}}
  • You can use the filter "Created At" in smart lists to leverage this date:

 

 

 

2. The "Lead was created" date in the Activity Log of the Lead Record:

 

 

 

  • This is the date that the Lead entered the system as a known lead.
  • This date cannot be used as a token.
  • You can use the filter "Lead was created" in smart lists to leverage this date:

 

 

 

 

 

FAQ

 

 

Why is the date sometimes the same on both?

The date will differ if the lead record was created at a time different then when the lead was created which is what happens when an anonymous lead becomes known. If your lead was created manually, via list import or CRM Sync, the 2 dates will match as the lead record will be created at the time of the known lead creation.

 

Why can't I use the "Lead was created" date as a token?

Tokens can only leverage information that is stored in fields. This date is recorded in the activity log, but isn't stored in an actual field. As a result you can use it in smart lists but can't use it as a token. A similar example is email opens and clicks which are also visible in the activity log and can be found using filters in smart lists but cannot be used with tokens.

 

But I really need to use the "Lead was created" date as a token!!

The best way to achieve this is to create a custom datetime field to hold the date for you, as custom fields can be used as tokens.

To populate it, create a trigger campaign with the following:

 

This is a weird one! Why is the record creation date (1) after the "lead was created" date (2)?

This can happen when the lead was merged. The merge date in the activity log will match the record creation date (1).


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The recent WordPress 4.2.3 security release is affecting Marketo embedded forms.  WordPress is injecting code that comments out the line of the embedded code that loads the form.  This prevents the form from displaying on the page.

 

To correct this error, simply copy and paste the embedded code back onto the page using the Text Editor instead of the Visual Editor to prevent the code injection.


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Marketo is strengthening our encryption protocols and following security best practices.

 

RC4 cypher used in TLS/SSL transactions is no longer considered s strong security protocol and will be gradually disabled on Marketo networking devices, starting July 20, 2015.

 

No interruption of Marketo SaaS services is expected as a result of this change. 

 

Customers with legacy systems dependent on RC4 are advised to update any API components used to connect to Marketo SaaS APIs in order to support other secure protocols and cyphers such as AES, 3DES, or ECDHE .

 

If you encounter any issues please contact Marketo Customer Support.


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Back when I taught corporate training classes, there would always be someone in my Microsoft Front Page or Adobe Dreamweaver class asking "Awwww, do I HAVE to learn HTML?"

 

I explain the relationship between HTML and front end design programs like this: If you come to me to take a class on Microsoft Word, I'm going to assume you know how to read and write. If you don't know how to read and write, learning Word will not help you!

 

Front end editors such as what you see in Marketo and tools like Front Page and Dreamweaver are fantastic and they do a lot of the grunt work for you, but if you don't really know what's going on behind the scenes you can get hurt when things don't work out the way you expect. It's even more important now that Marketo features like Guided Landing Page templates pretty much require HTML knowledge to use and customize them fully.

 

I have to be honest, back in the early 90s I didn't know that I wanted to learn HTML either. I had done a lot with computers by then, the world wide web was just getting started and people were talking about this "HTML thing" and my reaction was "I don't know, do I really want to learn one more thing?" Now, here I am writing tutorials!

 

So how do you get started? Way, way back in the day I picked up an excellent book called "The HTML Manual of Style" by Larry Aronson. The fourth edition appears to be the latest and greatest covering HTML 5 and CSS. I'm not sure of the rules for posting external links here, but you can find it at Amazon, Barnes and Noble and most good physical bookstores.

 

If you prefer a free way to get started, the one we recommend internally to Marketo staff is the W3Schools:

 

W3Schools Online Web Tutorials

 

They offer a comprehensive program to take you through the basics of HTML, to more complicated stuff like CSS and all the way up to actual Javascript JQuery, Json, Ajax, all that good stuff.

 

For the W3Schools I always suggest start at the beginning! Don't worry about CSS until you finish the HTML stuff, it will only confuse you. Similarly do Javascript after the CSS section.

 

HTML Tutorial


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With the new Marketing Nation Community, we have an all new way for customers to submit and manage their support cases.  A new application called the CaseConnector.  The CaseConnector is directly integrated with Marketo's case management system and it has been built to be responsive, so if you need to access the CaseConnector on the Marketing Nation Community through your tablet or smartphone, our new case submission solution is optimized for your use.

 

There are a few different ways to get to the CaseConnector, The simplest and easiest way is using the Create menu.  Just click the Create menu next to your profile avatar and scroll down and click My Cases.

cc1.png

The two other ways of accessing the CaseConnector involve going to your Company Space in the Marketing Nation Community.  From your Company Space simple select My Cases in the sub-menu or from the Action menu, select My Cases.

My Company Space.png            My Company Space2.png                                                      

Once the CaseConnector has launched, select the Create Case tab and the case submission form is all yours to fill out.  Our Marketo Support team is standing by to assist you.

CaseConnector4.png

 

And that's all it takes to submit a case to our team.


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Welcome to the Marketo Support Solutions Blog!

 

The Marketo Support team is full of ideas and thoughts that we want to share with our customers, so from time to time you'll see updated blog posts from many of our team members with helpful hints and tips of using Marketo, different tricks you can try to achieve certain results, maybe some interesting workarounds, and news from the world of Marketo support.

 

If you haven't guessed it yet, the partnership that I am talking about in the title is the one that Marketo Support forms with you, our valued customer.  Your success in using Marketo and achieving your business goals is the focus of everyone in our Marketo Support organization, from our Technical Support Engineers to our Support Managers.  We're here to build a relationship with customers in order to best meet their needs for their organizations and there are a few ways that customer can help us achieve that mutual goal.

 

It's Broke.  Fix it!

If you submit a support case and tell us something is broken, we are ready to jump to take care of it for you, but before we jump, it would be great to have a general idea of what we are going to jump into.  The adage, "The devils in the detail" are no where more right than in submitting a case to our support team.  A few things to consider before you hit the submit button:

 

  • What action where you trying to perform?
  • What error messages are you receiving?
  • What steps do you perform to re-create the error?
  • Screenshots to show the errors
  • Links to any assets associated with your case
  • Exact names of any Programs, Campaigns, Forms, or Fields
  • URLs for any external pages that are part of the issue

 

Our team may still come back to you with questions, but they will likely be more specific and targeted on what the solution could be.

 

Be Sure to Learn Well Grasshopper...

Our support engineers will do their best to work on resolving your problems, provide you some instruction on how to do something in Marketo, they might even go the extra mile to assist you in diagnosing some problems due to custom work that you may have done, but something our team isn't really in a position to do is to tell you, how you should be using Marketo.  We have a lot of other great teams at Marketo that we can direct you to if you have questions like that.  Be sure to leverage all the resources Marketo offers to maximize your journey towards your goals.

 

Marketo Education - Classes and Courses focused you teaching you the ins and outs of Marketo and Marketing Automation

Marketo Services - Need some custom help or development?  The team to call on for all your custom needs

Marketo Customer Account Managers - Need that that Best Practice paper for a Marketo Drive Play that really get your strategy solidified, contact the account manager to all your needs

 

Feedback - Bring on the Applause or the Call to Action

It is always nice to know when we are doing things right.  It helps validate the time and effort our teams invest into trying to deliver the best possible customer support experience out there, but we will also be the first to admit that we aren't perfect and sometimes we have some misses.  We really value the feedback of our customers, cause there is no support goal greater than being able to provide the tools and solutions that our customers need.  So when you have the opportunity, and a little time, be sure to take advantage of any support survey, feedback option, or poll that you encounter.  We'll continue to get better as long as you continue to want us to.


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