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Issue Per our developer page: https://developers.marketo.com/rest-api/assets/programs/#update, it is possible to update tags on your existing program When updating a program tag within an existing program, you may encounter an error below given the tag and its values are correct.  {"code": "709","message": "Required tags are mandatory"}]} Environment Any API clients when performing the Web Service API Solution The workaround is to have the tag updated via the UI. Root Cause "Updating tags is a destructive operation." Any attempt to update the tags of a program must include valid values for all of the required tags for a program. Unless the 'specific' tag type you are working on is the only required tag type in the instance, then that is possible to update it using the API. Otherwise, you'll encounter the error above as it is a system behaviour.
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Issue A smart campaign is configured to clear the field value for a field, however, when the smart campaign ran, it didn't appear to have cleared the field values and the campaign results display no activities. Solution Check to see if people qualified for the smart campaign and became campaign members by clicking on the 'View Campaign Members' button. If there were people that are in the campaign members list, then it means people qualified and the flow step did not process. If people did qualify, then check [Admin > Field Management] to see if there is a block field updates enabled on "Flow change data value" - In this case, temporarily disable the block field updates on "Flow change data value" for the field, run the campaign so that it can clear the values on the field and then re-enable the block field updates. Root Cause The smart campaign did not return any activities in the results if the flow step was only configured to change the data value of a field that has block field updates enabled for "Flow change data value" Environment Smart Campaign Change Data Value Clear Field Values Field Management Block Field Updates
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Summary duplicate records with the same email across lead partitions can be affected by uploaded custom object activity Issue System not separating lead partitions for custom object imports Uploading custom object activity affects duplicate records across partitions Custom Object activity import writing to the most recently updated record regardless of partition Solution Use the following workaround:  Run an update on the records that should be affected by the custom object activities import. This will make sure they are the most recently updated records among the duplicates Root Cause Normally when you do a list import, it would import into the one partition, whatever partition the list is located in and only impact the record in that one instance.  But when you import a Custom Object, it's able the see ALL the records across ALL the partitions.  If there are duplicate records, it just looks to see which one was updated most recently and grabs that one for the list import. So if you have lead record in A with Add to Custom Object already completed and you re-import again but the lead record in B has been updated more recently and has NOT had the custom object added to it, you get the duplicate "Add to Custom Object" activity. Environment Multiple lead partitions with duplicate records across them Custom Object activity import
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  Welcome to Marketo Support This guide provides individual links that covers the following topics: Marketo Support Policies Service Level Agreement How to Contact Marketo Support How to Submit a Case Tips on Effective Case Submission Managing Authorized Support Contacts (Support Admins) Managing Your Cases How to Escalate    
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Summary This method can be used when moving a CNAME from an old instance to a new instance. Often at times, when changing to a new instance, this question can come around, and ones would wonder how to do it or a solution on how to do it. This steps will show you the two phases which I will explain below. (Note: This would need to be done before the old instance deactivated) Issue A CNAME needs to be moved from an old instance to a new instance Solution NOTE: You cannot have the same CNAME in two different instances (Pointing to two instances, e.g. cname1.company.com pointing to instance1.mktoweb.com and instance2.mktoweb.com)   Key terms: CNAME 1 = Initial cname in the old instance CNAME 2 = Additional cname created in the old instance INSTANCE1 = Old instance (Instance Name) INSTANCE2 = New instance (Instance Name)   Phase 1: --------------- 1. Create an additional CNAME (a replacement CNAME) which you would want to swap as the default in the second step. CNAME 1 > INSTANCE1 (Default) <Existing CNAME in the Marketo Admin > Landing Pages section> CNAME 2 > INSTANCE1 This would be the additional CNAME created for the replacement.   2. Swap the default with the replacement CNAME you just created in step 1 and set this CNAME1 as a domain alias in the old instance. CNAME 1 > INSTANCE1 A domain alias in the old instance. CNAME 2 > INSTANCE1 (Default)   —————————————————————————————————————————————————————————————————   Phase 2: --------------- ** Transition might not be smooth during the cutover. 🙂 (The Landing page links might get some interruption during the cutover)   During the Cutover (Before the old instance deactivated) :  1. [Your Action] - To remove the CNAME1 which is a domain alias in the old instance (INSTANCE1)  2. [Your Action (IT Team)] - To create CNAME1 as a domain alias in the new instance (INSTANCE2).  (During this time the link to old landing pages will be broken) 3. [You need to raise a support ticket to enable SSL for CNAME1 for the new instance (INSTANCE2).  If you have any questions, please contact Marketo Engage Support at https://support.marketo.com.   Environment Production/Sandbox
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Summary Creating many-to-many relationships with Marketo custom objects requires an intermediary object with one link to a Lead or Company and another link to a secondary custom object. Here's how to solve the problem of the secondary custom object not showing up to be selected as the linked object. Issue Creating a many-to-many or N:N custom object structure such that a lead or company can be associated with multiple custom objects and a custom object can be associated with multiple leads or companies at the same time. When adding a link to the secondary custom object, that secondary object is not list as an available linked object.     Solution If you find that the custom object you'd like to link to is not list in the "Link Object" list, there are two things two check: The secondary CO must be approved. The secondary CO must not have any link type fields. Since it's not possible to change a link field once a custom object is approved, if you already have link fields, the only solution is discard the secondary custom object and create a new one. Recreate the custom object without link fields. Then, in the intermediary object, the target object will show up as an available link object.  More detail can be found at:  Understanding Marketo Custom Objects Add Marketo Custom Object Link Fields - Create a Link Field for a Many-to-Many Structure Root Cause The secondary custom object type is not approved. - or - The secondary custom object type is approved type and has link fields. Environment Marketo Custom Objects Many to Many Relationship - N:N Link Fields
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NOTE: As of late-2019, a Secured Domains 'base' offering is now automatically included in all new customer subscriptions, and existing customers upon next renewal. This secures your first landing page domain and first tracking link domain. To make any domain changes, or purchase coverage for additional domains, please contact your Marketo Engage Customer Success Manager (CSM) for more information.   Marketo’s Secured Domains for Landing Pages secures any and all landing page domains defined in your instance to be served via HTTPS. Serving your pages securely assures that you’re providing critical security and data integrity for both your pages and your visitors’ personal information.   Below you’ll find the 5-step process to secure your Marketo landing pages with Marketo’s Secure Domains for Landing Pages. Please note, there is an automated support case that gets created on your behalf when the purchase of Secured Domains for Landing Pages is completed.     Step 1. Verify your Landing Page Domain, CNAMEs and any Domain Aliases are setup Before you can secure your landing page domains and any domain aliases (subdomains), you must first set these up in Marketo. If you are a new Marketo customer working through your implementation, please work with your implementation consultant on the landing page domain(s) setup and timing to cut over to HTTPS. If you’re securing your landing page domains for a previously implemented instance, please verify that your domains and domain aliases (subdomains) are set up in your instance. Below are some links to help: Edit Landing Page Settings – to set you Landing Page Domain Customize Your Landing Page URLs with a CNAME – to understand and set up CNAMEs (subdomains) Add Additional Landing Page CNAMEs – to set up multiple CNAMEs in your instance (subdomains) Be sure your redirect rules and domain aliases are updated to use https:// instead of http://    Step 2. Edit and update the HTML code of your existing landing page templates to HTTPS Next, you'll need to review and update your Marketo landing pages to ready them to be served securely. Please complete the following two actions in order before moving on to Step 3: If you purchased Marketo before January 2016, please un-approve and immediately re-approve all landing pages last updated before January 2016. This can be done in bulk in the Landing Pages section of Design Studio by selecting a group of pages for un-approve/re-approve via the “Landing Page Actions” menu. We recommend completing this step in batches of a maximum of 10-20 pages at a time. Instructions for doing so can be found here: Approve Multiple Landing Pages at Once - Marketo Docs - Product Documentation. You can see the "Last Updated" timestamp in the Landing Pages section of Design Studio. Open the HTML code for each landing page template. Change all URLs listed in the HTML currently formatted as "http://" to instead read "https://" TIP: Ctrl+F "http" to automatically highlight all URLs that must be updated: Simply add "s" after each http reference until ALL have been updated to https Missing even one URL's http reference will cause the "Mixed Content" browser warning:  vs.  SAVE THE PAGE AS A DRAFT Do not approve the draft. You will approve the drafts after Support activates SSL in Step 4. NOTE: Once you secure your Marketo landing pages to be served over HTTPS, you should not link to HTTP (unsecured) assets or pages from your secured landing pages.   For more detailed guidance, please see our recorded instructions below         Step 3. Respond to the TSE via the existing support case The TSE will then begin the process on our end to generate certificates to cover all the domains and subdomains configured in your instance. Once notified, please allow 3 business days for Marketo to create your secure server endpoint. Marketo's Support team will contact you when this is complete. We appreciate your patience during this 3-day setup process.   Step 4. Marketo Support Will Activate Your Secured Domains for Landing Pages Once we've generated and issued the necessary SSL certificates for your domains, we'll notify you that it is done and activate SSL for your Landing Pages. NOTE: There will be a brief "cut-over" period between when HTTPS is enabled by the TSE and when you are able to complete Step 5 below. During this time, landing pages may show up to customers with a mixed-content warning; however, all links and emails will continue to work properly without disruption, and your customers are not at any risk. Be ready to complete Step 5 quickly once instructed to minimize this period. Step 5. Re-approve your landing pages and verify success Once your Support Engineer has activated the switch to HTTPS for your instance, you must immediately take the following actions: Approve all draft pages that you edited from Step 2 above. This can be done in bulk in the Landing Pages section of Design Studio by selecting a group of pages to approve via the “Landing Page Actions” menu. If you include a Marketo landing page on a secure website using an iframe, you will need update the HTML to load the secure version of the landing page, otherwise the end user will get a security warning. Verify your pages are loading and rendering as expected. Contact Marketo Support with any issues you may encounter.     Questions & More Information For more detailed information, please see the Secured Domains Technical FAQ.     Is this article helpful ? YesNo
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Marketo users can configure Marketo to manage, nurture, and measure leads that are created from Google AdWords. We offer 2 options, depending on what type of web page is linked to your Google AdWords ad. Option 1: Link Google Adwords Ad to a Marketo Landing Page with a Form   This solution does not require custom coding This solution does not require any additional cost Option 2: Link a Google Adwords Ad to Any Page on your Website This solution does require custom coding so that you can capture the PPC (pay per click) information when the lead comes back 'later' to fill out a form on your page Depending on whether you have resources internally to do the custom coding, this solution may or may not require additional cost Reporting Available (for both Option 1 and 2) Number of new leads acquired by Google Adwords Program Cost per new lead acquired by Google Adwords Program Number of leads acquired by keyword/search phrase Top 10 keywords/search phrases which acquired new leads Top 10 AdWords CampaignID which acquired new leads Number of Opportunities by keyword/search phrase Number of Opportunities by CampaignID Additional Reporting Available if you have Revenue Cycle Analytics/Explorer Conversion ratio of your Google Adwords Return to investment for your Google Adwords Top 10 keywords by month report which shows Average days to convert to opportunity Number of leads converted to opportunity Top 10 CampaignID’s by month report which shows Average days to convert to opportunity Number of leads converted to opportunity Program Channel report >> Google Adwords (custom channel) metrics by quarter New names, cost per new name Opportunity units, Pipeline generated, revenue, revenue to investment     Learn more:   Linking a Google Adwords Ad to a Marketo Landing Page with a Form Linking a Google Adwords Ad to Any Page on Your Website Google Adwords and Marketo FAQs  
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  Marketo Champions are customers who have demonstrated outstanding leadership in the Marketo Community, are experts in Marketo products, are avid contributors in the social world, and are loyal advocates of the Marketo brand. Benefits and perks our Champions receive include:   Access: Meetings with our product and marketing teams to give exclusive feedback Previews: Given early previews to products, features, and releases when available Publicity: Exclusive speaking opportunities at our annual Marketo Summit and other events Networking: Special networking events with Marketo executives and fellow Champions and semi-annual conference calls Ownership: Ownership of content and exclusive activities at our annual Marketo Summit that showcase your expertise and thought leadership Credibility: Special Champion badge on Marketo Community profiles, and profiled on Marketo's corporate website Sweet Swag: Champion-exclusive swag To find out more information and apply, click here. To view a complete list of current Champions, click here. Join the Marketo Elite Today!  
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Issue How to export a list of all the field mappings between Marketo and SFDC.     Solution Issue Resolution You can do export field mappings by following these steps: Go to Admin > Field Management. Click over a tab to Field Mapping. Click the export button, next to the search bar at the bottom.  
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Issue You need to obtain data in the fields on a Marketo Custom Object.     Solution Marketo does not have Marketo Custom Object data export option in the UI. Smart Lists will show a list of leads with that specific attribute, and you can see custom object data on an individual Marketo record. However, using API, you or your dev team can query the Marketo database to access all values on these objects. Find out more at Custom Objects.    
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Issue The URL for the landing page shows as "https" even though you do not have SSL set up on your Marketo instance, causing the browser to display a "Not Secure" warning.   Solution This can happen if the primary domain and DNS are SSL secure, but Marketo is not.  For instance, if your primary domain is "https://www.mycompany.com" (SSL secure) then the DNS, which is also SSL secure, will push down the "https" transfer protocol down to all the CNAMEs on that DNS.  This will force the Marketo landing page using the CNAME to use "https" in the URL, even though it is not secure. There are two ways to resolve this: Work with your IT department to see if there is a non-SSL option for your DNS Purchase SSL for your Marketo instance so that both your primary domain and your Marketo pages are SSL secure. If you would like to add SSL to your Marketo instance, please contact your Account Manager to see about adding that to your subscription.     
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Issue You are experiencing slow processing of campaigns, smart lists, and reports.     Solution There are three key components that can slow down an instance: Number of trigger campaigns: Trigger campaigns are always on, always listening.  If there are 50 campaigns triggering at the same time, all the 50 triggers will be in queue, slowing down your processing and routing inside Marketo. Solution: Reduce the number of Triggers. Convert some of the triggers to batches: Batches also run all the flow steps for every lead at once, instead of serially, which reduces total processing time.   Complexity of smart lists: The more complex a smart list, the harder it is for the system to figure it out, which increases backend processing and even creates campaign failures from timeouts. Solution: Reduce the number of nested smart lists called in a smart list. Whenever you ask Marketo to call another Smart List, it has to wait until all of the other smart lists finish, before putting together the final counts. Instead of Marketo looking for the list and running it, just put the filters in the trigger itself.   Volume of Leads: With regular cleaning and good systems design, it is fairly easy to keep your system running fast. Reduce the number of leads that can flow through with filters. Clean up the inactive leads at regular intervals.    
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Issue Unable to change the email address used for a Marketo user's login. Solution All of a user's activity is based on that specific login email address. If somehow there was a way to change the login, all that history would be gone or mixed up with multiple login names and hence Marketo doesn’t allow to change the login email address. You can however, create a new user by inviting new user in the Admin area under Users & Roles with that new email address and a new login will be created that can now be used with that email address. So you can now use that new login and delete the old if you want. This login email address is different from the communication address. It is just like a user name for login purposes. All the communication/notification emails will be sent to the email address mentioned in the email column of your account and this should be a valid email address. You can check this under Admin > My Account > Email. If your instance does not have the feature allowing the login email address to be different than the email address used for communication, please contact Marketo Support to have it enabled.
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Issue After updating the Unsubscribe HTML and Text in Admin>Email, newly added tokens may not render as expected. Solution To resolve the behavior, you'll need to do the following after updating the Unsubscribe settings in Admin: 1) Navigate to the various emails within the instance and un-approve them. May require removing references to the email first. 2) Re-approve the emails. 3) Add back any references to the email asset.   Why this needs to be done: When the email asset is approved it goes through a validation process for all the tokens that are used and this includes the global unsubscribe settings. When editing in Admin >Email > Unsubscribe the validity of tokens is not checked upon saving those changes. If a invalid token is added, something like {{lead.nonExistingField}}, no errors are thrown and it'll return that string value. The verification is done when the "approve" email functionality is used on email assets. This steps retrieves valid tokens list used in the email and adds/updates them in a backend table for use/reference. The update to the global unsubscribe settings doesn't cause the stored information to reference the newly changed settings in Admin. To cause that validation process to go through successfully and update the information on the back end, you'll need to un-approve and re-approve the various emails within the instance to use the new global settings.
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Issue Issue Description Not receiving device authorization email when attempting to login from a new device or from a new location the system.   Solution Issue Resolution The main reason that this can happen is due to a typo in the email address that communication is sent to for your login. If you are not receiving the device authorization email, reach out to Marketo support by emailing support@marketo.com and we can manually authorize your device or location. To prevent this behavior from continuing to take place we recommend you do the following: After you've gained entry into the Marketo instance, we recommend you visit Admin > Users & Roles and confirm that the email address listed is spelled correctly. Validate with your IT team to ensure that Marketo is whitelisted using these IP addresses: Whitelist Marketo IPs
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Issue Issue Description Cannot access 'Login' field with 'Login in Invite User Dialog' feature enabled, field does not display and therefore cannot be edited.   Solution Issue Resolution When Universal ID is enabled the "Login In Invite User Dialog" features wont work.  Universal ID functionality overrides this feature. Who This Solution Applies To Universal ID users
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Issue You have been utilizing the default tracking links to send Emails to leads in Marketo and decide to change the default tracking link to your own branding tracking. When you do so, this breaks the links in emails you have already sent. Solution The branding tracking link should be one of the first steps that the customer(s) need to do when they obtain their instances. If you decided to change the default tracking link to a branded tracking link after utilizing them in emails, you should be prepared in advance that any email sent prior to the change will generate the 404 Error. We recommend not sending any emails within a week or two of the change so that an email sent on Monday is then broken on Tuesday.  
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Issue You want to lock specific parts of an email, such as the From or Reply-To, to prevent certain users from editing them. Solution Through roles and various permissions you can prevent editing of the email as a whole. You do not have the ability to allow only partial edit of an email header such as the From/To. The same applies to Sales Insight emails. Edit permissions are granted for the email as a whole Note: You can prevent people from editing pieces of an email by making those sections non-editable on the template level, but again, this would apply to all users.        
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  This is a article attached image Upon signing a contract with Marketo you are provisioned a Marketo instance and a Support Service. There are four different types of Support Services which are available to meet different customer support needs: Online (Legacy) Business or PREMIER SUPPORT BUSINESS (Legacy) Premier or PREMIER SUPPORT ENTERPRISE (Legacy) Elite or PREMIER SUPPORT ELITE Each Support Service has a different Service Level Target (SLT). An SLT is the amount of time Marketo Support targets to make first contact with you after a support case has been submitted. SLTs differ for each Support Service and priority level. Priority levels range from Priority P1 to Priority P4. Here are the SLTs and priority levels for each Support Service:   Priority Online (Legacy) Business PREMIER SUPPORT BUSINESS (Legacy) Premier PREMIER SUPPORT ENTERPRISE (Legacy) Elite PREMIER SUPPORT ELITE P1 1 hour 1 hour 1 hour 30 minutes 30 minutes 30 minutes 15 minutes P2 4 hours 3 hours 2 hours 2 hours 1 hour 2 hours 30 minutes P3 6 hours 5 hours 4 hours 4 hours 2 hours 2 hours 1 hour P4 3 days 1 day 1 day 1 day 1 day 1 day 1 day   Here are the descriptions for each priority level: Priority Description P1 Mission Critical: Core business function down or potential loss of mission critical data P2 Urgent: Major feature or workflow is not functioning. Mission critical workflow and majority of user community is not blocked P3 Important: Normal usability or task completion is impacted but functional, or workaround is available P4 Minor: Minor issue requiring a correction. Normal workflow is not impacted   Find more information About Support here!  
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