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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
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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
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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
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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
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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
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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
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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
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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
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Issue Description You have a Smart List that should exclude a group of leads from a campaign, but they still show up in the Qualified Leads list   Issue Resolution Check the filter logic for your Smart Lampaign. "Or" logic allows leads that only qualify for some but not all of the filters to be included in the membership.  For example, you could have a Smart List with the following filters. SFDC Type = Contacts Unsubscribed = False (You are trying to exclude unsubscribed leads) Visited Webpage - http://www.company.com/products   If you use the following Advanced logic - "(1 or 2) and 3" - you will still have unsubscribed leads showing up in the list because they are Contacts, and the logic says they can be either Contacts or Unsubscribed = False.  They only need to satisfy one of the two filters to qualify, and an unsubscribed Contact would go through.   There is a blog post that goes into more detail on this.  Smart List Logic - How many people do you want in your club? Is this article helpful ? YesNo
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Issue Description You created a smart list, but did not define any filters, and are wondering if this will cause no leads to show up in the results.   Issue Resolution If you create a smart list and you do not define any filters, this will cause all leads in your database or leads visible in the partition and workspace to appear in your results.   This can create problem if you have nested smart list. For example, if you have a smart list with the filter "Member of Smart List = Lead not in" with smart list A selected and smart list A has no filter, this logic will cause you exclude all leads in your database. Is this article helpful ? YesNo
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Issue Description Importing programs from one Marketo instance to another doesn't bring program membership with the program Issue Resolution There is not a direct way to import the program membership. However this can still be identified by exporting the original program membership from the first instance to a CSV file. This file can then be imported to a static list in the new instance to identify these records.Then the records can be processed either manually or by batch campaign to update the campaign membership status.
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Issue Description You try to approve a segmentation and get the error message of "No possible draft" even when there is a draft in place. Issue Resolution This error message can be a little misleading, as there usually is a draft in place. Check to make sure that segments in the draft have smart list filters in place and that there are no empty values in the smart lists. An example of an empty value would be "First Name is ____" instead of "First Name is Joe."
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Your CSV exports with special characters (like foreign languages) may look funny when you open them in Excel.  This is due to a known problem in Excel; it does not correctly handle those characters if you open the CSV directly. First, try these instructions to export your CSV file in Excel 2007 format: Export a list If that export is formatted incorrectly, try the following: Create a new Excel spreadsheet Open the Import External Data feature: in Excel 2003 or earlier. open the Data menu, pick Import External Data, then pick Import Data in Excel 2007, open the Data tab and pick From Text Pick the file you want to import.  The data import wizard will open In the dialog, select Delimited, then under File Origin pick "Unicode (UTF-8)" then click Next Select Comma and uncheck the other options. Click Next. Click Finish Follow the remaining steps and place the imported data in your spreadsheet Your data should now look correct.
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Overview A triggered campaign launches automatically when a specific action occurs. For example, you can use a triggered campaign to automatically send an email to a lead after she completes a form. Triggered campaigns have at least one trigger in their Smart List. When the lead activates a trigger and passes through the other filters in the Smart List (if you have any), the lead will immediately proceed through the campaign's Flow. In a Smart Campaign, the Smart List palette contains a separate folder with Triggers. These are the events you can use to activate your triggered campaigns. Be careful when using multiple triggers.  If you use two or more in a campaign, any single trigger can activate the campaign. Email Triggers Trigger Name Description Clicks Link in Email If someone clicks on a link in an email. This can be a specific link(s) or any link. Email Bounces If an email bounces from an address. Email Bounces Soft If an email bounces due to an auto‐reply, full mailbox, etc. Email is Delivered If an email is delivered to someone. Opens Email If someone opens an email. Unsubscribes from Email If someone opts out of email. Salesforce Specific Triggers Trigger Name Description Activity is Logged If an activity is logged in salesforce.This can include a logged call or task created. Activity is Updated If an activity that is already created is updated. Added to Opportunity If a contact is added to an opportunity. Added to SFDC Campaign If a lead/contact is added to a Salesforce campaign. Clicks Link in Sales Email If someone clicks a link in a sales email (an email sent through Sales Insight). This can be a specific link(s) or any link. Is Sent Sales Email If someone is sent a sales email (an email sent through Sales Insight). Lead is Converted If a lead is converted into a contact in Salesforce. Lead is Deleted from SFDC If a lead is deleted from Salesforce. Lead is Synced to SFDC If a lead is synced to Salesforce from Marketo. Opens Sales Email If someone opens a sales email (an email sent through Sales Insight). Opportunity is Updated If an opportunity is updated. Owner Changes If the owner of a record in Salesforce changes.This can be to a specific user or to any user. Removed from Opportunity If a contact is removed from an opportunity. Removed from SFDC Campaign If a lead/contact is removed from a Salesforce campaign. Sales Email Bounces If an email bounces from an address. Sales Email is Received If an email sent via Sales Insight was delivered. Status is Changed in SFDC Campaign If a lead/contact status changes within a Salesforce campaign. General Triggers Trigger Name Description Added to List If a lead/contact is added to a Marketo static list. Campaign is Requested If a contact/lead is sent into a Marketo campaign. Clicks Link If someone clicks on a link. This can be a specific link(s)or any link that is tracked. Data Value Changes If any data value on a record, includes all fields available for edit/update in Marketo and Salesforce is changed. Fills Out Form If someone fills out a form. Has Interesting Moment If someone has an interesting moment. Lead is Created If a Marketo lead is created. Removed from List If a lead/contact is removed from a Marketo static list. Revenue Stage is Changed If a revenue stage within a revenue cycle model is changed. Score is Changed If a lead score is changed. Send Alert If someone does something, send an email alert. Visits Web Page If someone clicks and visits a web page.This can be a specific page(s) or any web page.
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Follow these steps to create a lead performance report with mobile platform (iOS/Android) columns: Learn how to: Create Mobile Smart Lists Create a Lead Performance Report Add Mobile Smart Lists as Columns Create Mobile Smart Lists 1.1   Under Marketing Activities , select a program. 1.2   Under New , click New Local Asset . 1.3   Click Smart List . 1.4   Enter a Name and click CREATE . 1.5   Find and drag the Opened Email filter into the canvas. 1.6   Set Email to is any . 1.7   Add the Platform constraint. We used the Opened Email filter in this example, you can also use the Clicked Email filter as it has the Platform constraint. Is this article helpful ? YesNo   1.8   Set Platform to iOS .   At least one lead must have opened one of your emails on an iOS device in order for the autosuggest to find it. If it does not, you can manually type it in and save.
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