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If you have Salesforce for Twitter installed, you can use its fields to trigger campaigns in Marketo.  One great use for this is to target campaigns at users of social media applications. Install the app: First, you need to install the Salesforce for Twitter AppExchange package -- it's free!  It takes some effort to install, so make sure you follow the instructions carefully [pdf]. As part of the installation, the package adds a new field to your account called "Twitter Username."  When you create or associate a lead with Twitter via the app, the Twitter Username is updated.  Follow the instructions with the Salesforce for Twitter app to learn how to do that. Once you've gone through the steps of setting up your leads' and contacts' Twitter usernames, any new tweets they make will be added to a Twitter Conversation. Syncing the Twitter Conversations: Now you'll need to sync the Twitter Conversations object for your leads and contacts. Back in Marketo, go to the Salesforce page in the Admin section and open the Sync Object tab. Click the Refresh Schema button to reload your custom Salesforce objects. After your schema reloads, click the Twitter Conversation object under Lead on the right. Click on it's name in the center of the screen and rename it to Twitter Conversation (L). Click Save when you're done. Now click Enable Sync in the menu bar. A dialog will appear asking you to temporarily disable your Salesforce sync. Click Disable Global Sync. We'll re-enable this when finished. In the next dialog, click Enable Sync to start syncing this object into Marketo. Next, click on the Edit Visible Fields button. In the dialog that appears, find the sf4twitter__Content__c field and check the Trigger box for that row. When you're done, click Save. Repeat the process for your Contact objects, renaming the object to Twitter Conversation (C)and enabling the sf4twitter__Content__c field in your trigger, as you did for the Lead version above. When you're finished, go to the Salesforce tab and click Enable Sync. Scoring tweets In the Marketing Activites tab, create a new Smart Campaign to score your tweets. In the Smart List, trigger on Added to Twitter Conversation (L) and add a constraint Content contains [your company name].  Do the same for Added to Twitter Conversation (C) In the flow, you can take any action you'd like, such as sending an alert or creating an interesting moment. In this example, we'll give the lead +5 points to their lead score: In the schedule tab, set the campaign to run every time. When you're done, activate the campaign From now on, any tweet from a lead or contact containing your company name will be scored.
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Do you need a report that shows you a programs success over time? We have you covered. Here is how: 1. Open Revenue Explorer. 2. Click New Report. 3. Select the Program Membership Analysis area and click OK. 4. Find the Program Channel yellow dot, right click it and click Filter. 5. Find your program channel, select it, add it and click OK. 6. Double click the Program Channel yellow dot to add it as a column. 7. Double click the Program Name yellow dot. 8. Find and double click the Success Month yellow dot. 9. Finally double click the Success (Total) blue dot. Now that's what I call a fine job! Check out your report:
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If your company moves to a new location, follow these steps to change the mailing address in your email templates located in the footer. 1. Find the email template that you want to update your company mailing address. We're using the Rounded Corners email template for this example. 2. Click Edit Draft. The email template shows in the preview window. 3. Click HTML Source. 4. Scroll to where your current mailing address is located (usually at the bottom) and update the information. 5 Click Preview to view your changes. Validate your changes. 6. Click Save and Close. 7. Approve your draft. 8. Click Emails from the tree on the left side of your screen. 9. Any emails that use the updated template will need to be re-approved. 10. You can approve the affected emails in this view (shown in the screen shot above) by highlighting the email(s) and choosing Email Actions > Approve Draft.
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For a list of blacklists worth paying close attention to visit our article Top blacklists - What you need to know.
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Issue: You would like to change ths position of the form button up or down. (Typical case: You've just changed the button color of the form and now you want to change the position.) Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Solution: Add css style using adding the margin-top property referencing the button. The following code snippet can be a positive or negative number to shift the button up or down. Typically if you used the button color solution add the margin-top property as in the screen shot or add the code below in an additional custom html block. Code snippet: < style> div.buttonSubmit input, div.buttonSubmit span { margin-top: 50px; } < /style> Related Links: Change Submit Button Style and Color How to move a form button left or right using CSS
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Issue: You would like to change the position of the form button. (Typical case: You've just changed the button color of the form and now you want to change the position.) Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Solution: Add css style using adding the margin-left property referencing  the button. The following code snippet can be a positive or negative number to shift the button left or right. Typically if you used the button solution, add the margin-left property as in the screen shot - or add the code below in a custom html block. Code snippet: <style> div.buttonSubmit input, div.buttonSubmit span { margin-left: 50px; } </style> Related Articles How to move the form button up or down using CSS Forms 1.0 - Change the Style of the Submit Button
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An email being filtered to a quarantine or bulk mail folder happens after the recipient mail server has accepted message.  Once an email has been accepted by a mail server, it is impossible to tell where it went or what happened to it.  Note that this is true of any mail sent by any system on the Internet. Every mail server has configurable filters that determine how received mail will be handled.  The mail server administrator should be able to adjust those filters to ensure delivery of emails based on their business standards, or there may even be end-user-configurable controls that can accomplish the same thing. If test mailings you are sending to yourself or your colleagues are being filtered to a quarantine or bulk mail folder, you should consider asking your email administrator to whitelist Marketo’s IP ranges.  They can be found here . You can also improve your deliverability in general by setting up SPF and DKIM records , setting up a custom DKIM signature and branding your tracking links .
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1. Select your landing page and click on Edit Draft. The landing page designer opens in a new window. 2. Drag over the Form element. 3. Find and select a Form. 4. Find and select a Follow-up Page. Click Insert. If you cannot find your Follow-up Page, make sure that it is approved. Awesome! Now that you have a form on your landing page, you can begin capturing lead data.
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Use sample if you want to place a label above a group of form fields. Here's an example of the result: Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. In that example, if you wanted to add the label above the "First Name" and "Company Name" fields, you need to first get the IDs of those fields. After you have the ID(s), change the highlighted code below to those IDs. You can then change the style or text in the label by editing the HTML in the "before()" function. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript">   $jQ = jQuery.noConflict();   $jQ(document).ready(function(){     $jQ("# FirstName ").parent().parent().before("<div style='padding-bottom:20px;font-weight:bold;'>Personal Info</div>");     $jQ("# Company ").parent().parent().before("<div style='padding-bottom:20px;font-weight:bold;'>Company Info</div>");   }); </script> Download Attachments: Label above form fields-JS.txt
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Problem/Issue: When you view a lead’s activity history, you noticed a failed sync activity type with the following example: Reason/Cause: This message is very general and can be caused by a number of sync related errors. In order to get more information, you will need to double-click the error message and a separate pop-up window will appear. Search for the section labeled: “SFDC Error:” like the following example: Fix/Solution: Depending what the error message is, Salesforce provides a website that lists all Core Data Types used in API calls.   You can access it by clicking here .
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Help Us Help Worthy Non-Profits with the Gift of Marketo!  Marketo is pleased to support selected non-profit organizations by providing no-cost usage of our Marketo Lead Management product. We will provide Marketo Lead Management to up to 12 non-profits each year. We will make a selection from qualified applicants who meet our eligibility guidelines, and we encourage our current customers and partners to make nominations. Specifically, we are asking you to nominate an organization that meets the following criteria: Must be a recognized 501(c)(3) organization Must be nominated by a Marketo customer, and the nominated nonprofit must have an existing relationship with the Marketo customer– a vendor, board member, employee volunteer, etc Would use Marketo's integration with Salesforce.com or use Marketo as a standalone application Must not receive any goods or services from the nominating company, employees or family members of employees in exchange for the nomination and/or the donation Additionally, to be eligible for the product donation, you as the Sponsor must assume primary responsibility for the training, usage and adoption of Marketo product by nominated non-profit. For more information regarding the responsibilities of a Sponsor, please refer to the Donation Application attached. Once an organization is accepted, we plan to renew the donation each year unless circumstances on either side necessitate termination. Download the attached application and nominate a worthy non-profit today! Download Attachments: Marketo PD Application.pdf
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Here are the steps to bold all of the field labels on your landing page, even the non-required fields: 1) Edit your landing page 2) Add a custom HTML box to your landing page 3) Paste the following into the custom HTML box <style> form.lpeRegForm label {font-weight:bold; } </style> 4) Save the custom HTML box 5) Approve the landing page
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Problem/Issue: During a list import you noticed a couple of fields, some of which are custom fields, show up in red. Reason/Cause: This is because the column header you specified in the list is either not recognized or does not exist. Fix/Solution: To correct this, be sure you have the proper syntax for the column header.  Please do the following steps in order to get access to a list of all the fields and custom fields in your Marketo instance: In Lead Database, create a test static list - or, you can use an existing static list if you prefer. Be sure the static list contains at least one record in order to do an export. Click the export button towards the bottom (i.e. Excel icon) and choose the second radio button labeled “All Columns”  with CSV as the format. Click Export. Now you have access to all the fields available in your Marketo instance with the proper syntax.  You can use it moving forward as a guide.
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Issue: I just tried to edit an email and I receive the following message. Solution: We got your back.  These errors will cause your message to look strange in certain email systems. Click on the Show Details link to see the errors and then on Automatic Fix to make them all good again. Be sure to Send a Test Email and check the format once the fix has completed.
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Issue: When I try to approve an email I get the following error: Error approving Email Name - Sending IP is empty or not valid Solution: You likely have multiple dedicated IPs and you did not choose which one to send this email from. 1. Edit Draft of the email in question. 2. Click on Edit Settings. 3. Select which IP Address you want this email to sent from and click Save. 4. Close the email editor and under Email Actions click on Approve.
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The attached document describes how to integrate Marketo with SAP Cloud for Customer, enabling the automated sync of marketing leads, contacts, accounts, sales leads, and more. Integrating Marketo with SAP Cloud for Customer involves the following high-level steps: Add Fields in SAP Create a Communication System in SAP Enable the SAP Sync in Marketo Verify the integration Download the guide to see all the details . Download Attachments: Integrating Marketo with SAP Cloud.pdf
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Issue: You want to find out how many daily Salesforce API calls your company has with Salesforce. Solution: From Salesforce Help Article Any user can see the number of API requests sent in the last 24 hours. To view the information, click Your Name | Setup | Company Profile | Company Information. Look for the “API Requests, Last 24 Hours” field in the right column.
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New Features: Audit Trail - An enterprise-class feature that gives organizations full visibility into user activity. Chronological activity log viewable at each level of the hierarchy (from the home tab hierarchy to the detailed line item level). Search, filter, sort, and export detailed audit data. 90-day historical view (with the ability to request data past this period). Access via the >> arrows at any level of the Home or Budget tab hierarchy. Available to Owners and Admins only.   Advanced Searchable Drop-downs - Making our product easier to use for end users.  No more scrolling through large lists! Just type to filter the list to your desired value and hit enter. Enhancements:   Improved Import Budget Feedback for Multi-Select Fields - error messages now include the:  Exact row and column where the data needs to be adjusted. Exact issue with the data.    ***For budget imports with multi-select fields only.   HTML User interface Update -  The Details, Roll-up and Budget Panels as well as Import Schedules have been transitioned to HTML5. The new HTML panels include the following usability enhancements: Navigation -  The ability to tab through fields and select values using your keyboard. Saving -  Faster and less intrusive saving (with a saving.../saved notification giving you immediate feedback). Layout - See everything in view-only mode first for a cleaner interface. Identify what cells are editable with a pencil icon on hover and a single click to edit.
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You can add a tool tip or instruction to a field on your Marketo form so that users have more information about what you are asking them to input. 1. Select a form and click on Edit Form. 2. Select the field you want to add an instruction to. 3. Under Form Properties, Field Specific, enter the Instructions. Awesome work! Now when a lead hovers the cursor over the form field, the tool tip or instructions will be displayed. Make sure to approve the landing page that this form is on so the changes are live.
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