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New Lead with no email address and no Marketo cookie: If a new lead fills out a Marketo form. Their Marketo cookie is created, lead details (including the cookie) will be updated and the Lead-Database and RTP sync process will be initiated. They will then be known to RTP and eligible for 1:1 personalized RTP campaigns. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Lead with email address but no Marketo cookie: When a known lead with no cookie (e.g. a lead from a tradeshow or a list) receives a Marketo email campaign and clicks on a link in the email and arrives to the website, the RTP script runs and a new Marketo cookie is created for them. The creation of the cookie is also sent to the Lead-Database and initiates the RTP sync process for this lead. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Known Lead with email address and Marketo cookie: Any changes to the lead’s data will be synced between the Lead-Database and RTP within 5 minutes interval.
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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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Issue Issue Description A Support Engineer asked you to record a .har file, but you are unsure of how to do this. Har files can include sensitive data, such as any information entered into forms (passwords, etc.), so please exercise caution when recording a .har file. Solution Issue Resolution Please find the instructions on how to save a .har file using the different browsers below: Google Chrome: Open Google Chrome, and visit the page where you noticed the issue. Right click on the page and choose 'Inspect'. This will open the Developer Tools panel. From the options at the top of this panel, choose 'Network'. Look for a round record button in the upper left corner, this should appear as a red button. If the button is grey, click it once and recording will begin. There will be a checkbox next to text that reads as 'Preserve Log', please check this box. There is a button that appears as a circle with a slash through it next to the record button, click this button to clear any existing logs. While recording is taking place, please reproduce the issue that you were experiencing. Right click within the network panel under the 'Name' column, and choose 'Save all as HAR with Content'. Save this file to your computer, and upload it to a case so that your Support Engineer may download it. Microsoft Edge: Open Microsoft Edge, and visit the page where you noticed the issue. Right click on the page and choose 'Inspect Element'. This will open the Developer Tools panel. From the options at the top of this panel, choose 'Network'. Look for a square record button in the upper left corner, this should appear as a red button. If the button is grey, click the green triangle once and recording will begin. While recording is taking place, please reproduce the issue that you were experiencing. Click the save button (this will appear as a gray floppy disk next to the red square button). Save this file to your computer, and upload it to a case so that your Support Engineer may download it. Firefox: Open Firefox, and visit the page where you noticed the issue. Click on the three stacked bars in the upper right corner.  This will open a dropdown, please choose 'Web Developer, and then 'Network'. While recording is taking place, please reproduce the issue that you were experiencing. Right click within the network panel under the 'File' column, and choose 'Save All As HAR'. Save this file to your computer, and upload it to a case so that your Support Engineer may download it.
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Using the Marketo SOAP API, you can check whether or not your website visitors have filled out a form and present them content accordingly. The following code below is unsupported and is intended to help you develop your own solution. In the resources section of the Marketo website, we use this method for our premium content. For leads who have already registered, their links go directly to the resource. Leads who haven't registered are given links to a landing page. In both cases, the link appears the same. Behind the scenes, a cookie is used to store whether or not this lead has registered: If the user has the premium registration cookie, the premium links are shown. If the user does not have that cookie, the lead's record is retrieved via the SOAP API. Based on the lead's record: If the lead has a valid email address, the premium content links are shown and the premium registration cookie is set. If not, the premium content links are not shown. Instead, they take leads to a landing page to fill out a form. First, you'll need to develop a SOAP API connection to Marketo. The attached ZIP file has a sample connection PHP file. You'll need to make the following changes in this file: ... $this->access_key = 'Your API Access Key Goes Here'; $this->secret_key = 'Your Secret API Key Goes Here'; // // The endpoint is in the "SOAP API Setup" page in the Marketo Admin section // ex. $soap_end_point = 'https://xx-1.marketo.com/soap/mktows/'; // $soap_end_point = 'Your SOAP API End Point URL Goes Here'; // // Errors are sent to this email address. Your web server // must be configured to send email for this to work correctly. // // ex. $this->error_email_address = 'example@example.com'; // $this->error_email_address = 'Put your debug email address here'; ... After creating your SOAP API connection, the next step is to implement the logic that determines which content to show if the user is logged in or not. The get_premium_url_status() function returns true if the lead has the premium cookie or if they've filled out a form. Otherwise, it returns false. You can use that result to determine what content the lead should see. The attached ZIP file has a PHP file that contains an example of this check.
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Issue The subject line for an email sent out to leads did not match what was set for an approved email.   Solution 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: Create a segmentation Dynamic Content: 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
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Included in this article   Overview Embedding Videos into RTP Campaigns Overview RTP will allow you to embed a form into a campaign, but what about videos? That can be done too!   Embedding Videos into RTP Campaigns To embed videos in your RTP Campaign, you will first need to get the embed code or iFrame code information for the video service you are using.  We have links to instructions for some common video players below.   YouTube Vimeo Wistia Kaltura   Once you have the necessary code, open the RTP Campaign Editor, click on the HTML icon to open the HTML Source Editor, and paste the embed code into the campaign.  
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Issue Description Whenever a lead enters Marketo, it is being deleted automatically.   Issue Resolution Marketo will never delete any lead records on its own unless you have setup a trigger or batch campaign to do so. We suggest you to review your campaigns in Campaign Inspector and check for the campaign that is using "Delete Person," or "Delete Person from SFDC" with the value true for "Delete in Marketo."   If you have figured out the campaign and you would like to restore the deleted leads, contact support (https://nation.marketo.com/docs/DOC-1670-about-support) and they may be able to restore the deleted leads with a buffer period 30 days from the date of lead deletion.  Is this article helpful ? YesNo
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Issue Tracked links in emails resolve to "Your connection is not private", or other security warnings in the browser, when clicked.     Solution The browser is expecting the branded link domain to be secured with a SSL certificate. Subscriptions without Secured Domains for Tracking Links: Please contact your Customer Success Manager to discuss purchasing a subscription to Secured Domains for Tracking Links. Subscriptions with Secured Domains for Tracking Links: Please contact Marketo Support to provision a SSL certificate onto your tracking link domain. More information can be found here Overview & FAQ: Secured Domains for Tracking Links
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Issue Do webhook calls contribute to the daily API limit/quota visible in [Admin > Integration > Web Services > API Call Information] ?   Solution No, webhook calls are not counted as part of the daily API limit. Webhooks do not have any execution limits.  
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Issue You want to know the expected behavior if an email is sent to a lead from a Smart Campaign and then you add that exact same email (with the same email asset ID) to an Engagement Program nurture stream the lead is in. Solution The email will not be sent through the nurture stream, because an Engagement Program will not send the same exact same email to a lead twice, regardless of how it was originally sent. However, Marketo will send a cloned version of that email, since the email asset IDs are different.  
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Issue There are 50 programs in Marketo that have the name starting with "Nurture Send". However, not all of them appear in Email Insights when selecting [Filter > Content > Program > "Nurture Send"] Solution Email Insights UI is currently designed to list down only 20 suggestions for the search string as of now. Check for the missing programs in Email Insights by specifying the search term or entering their full name.
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Issue After running a Smart Campaign to delete some records, you don't see any deletion activities in the Results tab.  It appears the campaign did not run. Solution If you ran a Smart Campaign to delete records and the only flow action is to 'Delete Person', you will not see any activities in the campaign results as these activities would be associated to the deleted records. This would lead to the impression that the campaign did not run, even when it did.   In order to check the status of the campaign or if the records were deleted, you can check the 'Run History' of the campaign to see if it has one of the following statuses: "Completed (number of people qualified)" "Running campaign - executing flow"   If the campaign is still running, you can also check the Campaign Queue to see if the campaign is still in the queue.
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Issue There are multiple forms on a Marketo landing page. No custom code on any of the assets. Form Pre-fill is enabled on all fields, but only the first form on the landing page is being pre-filled. Solution Marketo does not support using multiple Marketo forms on a Marketo landing page. Pre-fill gets messy with multiple forms is because we only pull pre-fill for the first form that we load.
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Issue Issue Description Occasionally, one leads information may be shown when the form has pre-fill enabled. There are specific circumstances where this is possible, and it is most common during testing. These articles outline the scenarios: Why am I seeing someone else's information pre-filled in my form? Troubleshooting Pre-Fill Forms   However, what if the information in the form is submitting to the original lead whose information was shown on the form?     Solution Issue Resolution Since the information originally shown in the form was from a cookie, Marketo assumes this is a known record. If no email address is included on the form (this is a bad idea), the data entered into the form will be submitted to the original record shown because there is not an email address to deduplicate against. The solution is to ensure there is an email address on the form. This also prevents leads who are unknown from filling out the form and creating a record in your database with no email address.        
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Issue Description When you invite a New User into a Marketo Instance, you are given the option to assign User Roles. What happens when you assign 2 or more Roles? How many Roles should be assigned? Issue Resolution When a user has 2 conflicting Roles assigned, Marketo will, more often than not, be more restrictive in its willingness to let the user perform the action if the other User Role does not have the permissions to do the action. Marketo Support often sees users assigned the Admin Role, as well as a Marketing User Role. The Admin Role has permission to do everything. Adding an additional Role can cause restrictive permission errors when that user is attempting to do something that the Marketing User Role does not have the ability to do. Example: A new User is assigned 2 User Roles each with different permissions. One User Role has the ability to approve email assets, and the other User Role does not have that permission. In that case, Marketo may restrict the User from being able to approve the email asset. There is not necessarily a limit to how many Roles can be assigned to a User. There is nothing prohibiting you from assigning multiple Roles to a new User. It is recommended that Users are invited with only one role assigned. The resolution could be to tailor User Roles for the specific person, or job position in mind.
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Article Text Using URL parameters are an important way to organize your web analytics and tracking.   With Marketo Web Personalization, when a web visitor clicks on a personalized Web Campaign we add a parameter to the URL. This parameter is "?iesrc=ctr". Having this parameter allows you to report on your web analytics to see and compare all the clicks on Web Personalization campaigns and overall performance of your personalization strategy.   The Marketo Predictive Content application also includes a URL parameter every time a visitor clicks on predictive content (from the bar, rich media or email). The URL parameter used here is "?iesrc=rcmd".   You can also add your own UTM parameters to the URL link you have in your Web Personalization Campaign or your Predictive Content piece.   The most common URL parameter tools we see customers using is the Google Analytics tool.   In their words "This tool allows you to easily add campaign parameters to URLs so you can track Custom Campaigns in Google Analytics. See: Campaign URL Builder — Google Analytics Demos & Tools". Make sure to follow the best practices: Best Practices for creating Custom Campaigns - Analytics Help    
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Issue Issue Description After following the set up directions for a domain alias for a new landing page domain, the new domain redirects to a Marketo 404 page. The instance has SSL for Landing Pages.   Solution Issue Resolution Contact Marketo Support and request that the new domain be added to your SSL certificate. If this has been done, they will be able to help you troubleshoot further. Who This Solution Applies To SSL for Landing Pages
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Issue Issue Description Marketo records have opportunity role while they don't have any opportunity   Solution Issue Resolution This can happen because they are separate SFDC objects so it is possible that the opportunity is not visible to the sync user but the OpportunityContactRole is.  To resolve this, log into SFDC as the Marketo sync user and ensure that the opportunity is visible to the sync user.  
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Issue When adding 'Acquisition Program' attribute as part of 'change data value' flow step, ‘New Value’ will not get saved if it is added as a token. As an example, let's say there is a smart campaign within a program and the program has multiple tokens. One of the token is {{program.Name}} whose value is 'Sales Acquisition Campaign'. In the smart campaign, there is a 'change data value' flow step that updates the value of 'Acquisition Program' attribute to a new value. If this new value is added as '{{program.Name}}' in the flow step, and when navigating away from the campaign flow edit page and navigating back again to the same page, the 'Acquisition Program' attribute's new value will be blank. Environment Marketing Activities Change Data Value Acquisition Program Token Solution Use text instead of token to update 'Acquisition Program' value. In the above example, use 'Sales Acquisition Campaign' as the new value in the flow step instead of using token '{{program.Name}}'. Root Cause Marketo does not support use of tokens to update 'Acquisition Program' attribute.
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Issue A landing page is taking a significant time to load. Solution The load time of a landing page is generally due to resources that have a large file size or due to third-party scripts. This can be identified by using tools like https://tools.pingdom.com/ that breaks down the loading time of individual resources and scripts within a landing page. Another way to inspect the loading time of resources and scripts within a landing page is using the network feature of the developer tools in Google Chrome, Firefox, Safari or any other web browser: https://developers.google.com/web/tools/chrome-devtools/network-performance/reference https://developer.mozilla.org/en-US/docs/Tools/Network_Monitor https://developer.apple.com/safari/tools/    
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