Issue: When selecting multiple values in a string field, it only shows 300 entries in the 'Select...' window. NOTE: This is expected behaviour, we have limited the number of reords to show to 300. Workaround: If there is a value that is not in the 'Selected Values' window, you will need to start typing in the 'Select...'field so the autosuggest will start to filter the values, whatever value that is not already selected in the 'Selected Values'window, will show up in the 'Select...' window.
Issue Description Advanced Filter for creating web segments is not selectable as an option. Only ALL or ANY filter logic can be selected. Why? Issue Resolution In order to select the advanced filter logic for creating a segment, there must be at least three filters in the segment. Otherwise, the option will be 'greyed out' or not selectable. This is similar to smart lists where: "Advanced filter logic is only available if there are three or more filters in your smart list." https://docs.marketo.com/display/public/DOCS/Using+Advanced+Smart+List+Rule+Logic Who This Solution Applies To Customers using Web Personalization
Issue Description Why is the number of records shown in the Opportunity Analysis report in Revenue Explorer different from the number of records shown in a smart list with the same filters? (e.g. 100 records in Opportunity Analysis vs. 200 records in smart list) Why are some records in the smart list do not appear in the Opportunity Analysis report? Issue Resolution The attribution settings is set up to report on "Explicit: Only contacts with roles (default)" This means, the records in a smart list that do not appear in the Opportunity Analysis Report in RCA, are contacts without roles. Who This Solution Applies To Customers using Revenue Cycle Analytics
Issue Description Communication Failure is displayed when trying to swap an image in a section of the email Issue Resolution This is known to occur when the email contains a significant amount of elements configured with dynamic content . These elements refer to subject, hero-banner, cta-button, etc. For example, for an email that contains 10 elements with 50 segments (used for dynamic content), there are at least 500 versions (i.e. 10 elements multiplied by 50 segments) of the email that needs to be updated when an element is updated (e.g. swapping an image) In order to avoid the communication failure or be able to swap an image, it is recommended to reduce the number of elements configured with dynamic content (i.e. make some elements static where possible) Is this article helpful ? YesNo
Issue Description You want to add multiple values to a smart list filter as described here: https://docs.marketo.com/display/public/DOCS/Add+Multiple+Values+to+a+Smart+List+Filter . However, when you go to do so for a field that has a type of "Text" you are not able to add multiple values. Issue Resolution This is expected behavior for Marketo Text fields. As a workaround, you can add the same filter to the smart list multiple times for each value you want included. Is this article helpful ? YesNo
Issue Description How to create a Smart List that only shows leads created in Marketo. Issue Resolution Create a Smart List using the filter "Original Source Type - is not - Salesforce.com" Who This Solution Applies To Customer's integrated with Salesforce
Issue Description You want to measure who clicks a specific link that uses a query string from a landing page, but when you try to use this logic in a smart campaign or smart list, it tells you the URL can’t be found, even though you can see the URL embedded on the landing page. Issue Resolution If you are using the link "marketo.com/company/contact/?firstname=test", then you need to seperate the url into the link and the query string. The root domain (Link in the filter/trigger) will be marketo.com/company/contact/ and the query string (from Add Constraint dropdown) will be firstname=test . This will allow you to correctly track the links you are wanting. Make sure that you have the correct Web Page associated as a constraint as well. For a better understanding of what query strings are, they are the parameters that are preceded by the "?" in the url. Is this article helpful ? YesNo
Issue Description Are smart list filters that accept text values case-sensitive (e.g. First Name, Last Name)? Issue Resolution Smart list filters are NOT case-sensitive. For example: If you use the smart list filter 'First Name is John', it will return leads with First Name 'John' or 'john' with a lower case 'j' Vice versa: If you use the smart list filter 'First Name is john', it will return leads with First Name 'john' or 'John' with an upper case 'j' Is this article helpful ? YesNo
Issue Description 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. Issue Resolution 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. Who This Solution Applies To Customers that have Salesforce integrated with Marketo Is this article helpful ? YesNo
Issue Description A lead qualified for a Smart Campaign even though they do not meet the Smart Campaign filter requirements Issue Resolution At the time the campaign ran, the smart list was configured differently, which made the lead qualify at that time. The smart list of the campaign was then changed after it ran. Users with admin permission can check this using the Audit trail https://docs.marketo.com/display/public/DOCS/Change+Details+in+Audit+Trail#ChangeDetailsinAuditTrail-AssetAuditTrail
Issue Description The segmented database shows a different total for the segments than the number of leads you get on a Smart List filtering for that segment. Issue Resolution The numbers shown when viewing the segmentation is meant to be an approximation. Clicking in to the segments and selecting the people tab will show you the actual number of records in your database who are a member of the segment. Is this article helpful ? YesNo
Issue Description You've been using Marketo for a while and have started noticing that smart lists take longer to process than before. There are multiple filters in your smart list ranging from really specific attributes about a person to really broad geographical information. Issue Resolution The best performance will come when you order the smart list filters from most restrictive to least restrictive. Since your entire database is checked against the first filter, if we can narrow down the number of leads which move on to the next, there are fewer and fewer leads who qualify for each of the subsequent filters. Many times, the processing difference will be minimal. However, as your database grows, the penalty on efficiency can grow over time. If you haven't checked it out already, take a peek over at our product documentation for smart list best practices: https://docs.marketo.com/display/public/DOCS/Best+Practices+for+Smart+Lists
Issue Description When creating a Smart List with a "Member of SFDC Campaign" filter, the SFDC Campaign is visible on the drop-down list, yet it throws an error when selected and the Smart List is loaded: "Error running Smart List: Check your Smart List configuration" Issue Resolution Things to check: The campaign has been re-named in SFDC or has been deleted. It could also be that somehow a "space" has been entered before the campaign name. For example, Marketo is looking for "SFDC Campaign Name" and SFDC has it as " SFDC Campaign Name" or "SFDC Campaign Name ". The campaign is present and active in SFDC, but is not visible to the sync user. The Marketo Sync User details can be located in [Admin > Integration > Salesforce > Username] This can be checked by logging in to SFDC as the Marketo sync user and verify that the campaigns are present with the correct name and activated for that sync user. Who This Solution Applies To Customers using Marketo integrated with Salesforce Is this article helpful ? YesNo
Issue Description You encounter Validation Errors in the Smart List. Issue Resolution If you hover your cursor over the red squiggle in the Smart List, Marketo should pop-up a reason why the error is occurring. A very common reason for Validation Errors is when using an "is" logic for a constraint, the value being used does not exist in the database. In situations where you are uncertain if the exact value exists in the database, it's suggested that you utilize "contains" for the constraint logic.
Issue Description Customer created lists in SFDC and Marketo with identical filters/constraints for a field on the Opportunity Object, but the Marketo List is returning many more leads than the SFDC list. Issue Resolution The issue is due to Marketo field string values not being case-sensitive. Salesforce is case-sensitive, and will generate Opportunity IDs with the same letters, but with different capitalization arrangement. For example: In SFDC: "0060y000016PzXw" is a different Opportunity ID than "0060y000016PZxW" In Marketo, these two IDs are considered identical. As a result, Marketo will return leads that are not showing up on the Salesforce list. Adding the varied-case ID to the SFDC list filters will return the extra leads from Marketo. Smart List filters are not case-sensitive in Marketo, and will qualify leads with matching field values, regardless of letter case. One work-around option would be to use a 'Company Name' filter (or other known value) to further limit the leads in Marketo associated with the Opportunity. Who This Solution Applies To Customers synced to SFDC
Issue Description Smart list does not appear in drop-down of report custom column options when the smart list is in Marketing Activities. Issue Resolution Custom columns can only be pulled from smart lists in the Lead Database. Clone smart list from Marketing Activities to Lead Database in order to use it in a report. Is this article helpful ? YesNo
Issue Description How "And/Or" logic is applied to constraints in Smart List filters and triggers. Issue Resolution In Smart List Filters, additional constraints act as "and" logic. Example: Was Sent: [this email asset] between this date range min number of times: 2 will function as Was Sent: [this email asset] -and- between this date range -and- min number of times: 2 When you have multiple values inside a single constraint, that is "or" logic. Was Sent: [this email asset OR that email asset] There is not a way to change the logic of constraints, so if you wish to have some sort of 'Or' between constraints then you would have to use multiple Filters with 'Or' logic between them. Is this article helpful ? YesNo
Issue Description The Subject Line for an email sent out to leads did not match what was set for an approved email. Issue Resolution In many situations, the email may have Dynamic Subject Lines enabled. Dynamic Subject Lines allow you to set dynamic content for the subject line based on the Segmentation of your leads. Visit our Documentation for further information about segments and dynamic content. Segments: https://docs.marketo.com/display/public/DOCS/Segments Dynamic Content: https://docs.marketo.com/display/public/DOCS/Using+Dynamic+Content+in+an+Email The issue can be resolved by converting the subject line to a Static Subject Line. A Static Subject Line is a single line of content that will send out to any recipient of your email, regardless of their segmentation. You can do so by doing the following: Click on the Subject Line to bring up the Subject Line edit buttons. Click the Make Static button
Issue Description After updating a Segmentation, a person now qualifies for a different segment than previous, but there is no change segmentation activity in the log for that person. Issue Resolution This is expected when the segmentation is recalculated. The process will not write change values as this is seen as initial value in this newly approved segment. Any subsequent changes to the records will write a Change Segment activity
Issue Description This describes the difference in how filter logic applies to triggers and filters in a Smart Campaign Smart List. 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.