Knowledgebase

Sort by:
Issue You have been receiving form submissions that appear to have bogus/nonsensical data in the fields, such as "kjsag@sm4.to" for email address, or "111-111-1111" for phone number, or in a Comment field other random nonsensical text.     Solution Currently, there are no default settings in Marketo that prohibit a form submission if the required fields are filled out. A great workaround for addressing these bogus form submissions in Marketo is to implement a 'honeypot' field on the form. To do this, you will need to create a custom Marketo field, string type, and name it something distinctive (such as "spam" or "honeypot"). After creating this field in Marketo Admin > Field Management, place this new field on the form as a hidden field. Real live end-users do not see hidden fields, but spam bots will see them and fill out all available fields. So now when we see form fills with this honeypot field "not empty," we know that it was a bot fillout.   Setting up the Honeypot Field Say that you have a Trigger Campaign that's having some issue with these spam/bogus form fills. In the flow of this campaign, you can add a flow step at the top: Remove from Flow, with a Choice.   Choice: If Honeypot field Is not empty, then remove from flow Default: do nothing   This way, the lead record is removed from the flow. You can also have other campaigns to handle these bogus form fills, such as a daily recurring batch to delete the record.   Other Options Another method of dealing with bot fillouts is to enable a reCaptcha. In fact, a very prolific Marketo user has written custom code that you feasibly could use to enable a reCaptcha on the form! Check this out: https://codepen.io/figureone/pen/meybqN?editors=0110    
View full article
Issue:   You create Marketo campaigns but they are not showing up in Sales Insight in Salesforce. The steps below illustrates all the steps that are required to make these campaigns show in Sales Insight.     Resolution:   1. Make sure the trigger campaign in Marketo that you want to access through Sales Insight is using the "Campaign is Requested" trigger with a source of "Sales Insight" This is a article attached imageThis is a article attached image   2. Activate the campaign you created in Step 1 above from the "Schedule" tab of your campaign. This is very important. If the campaign not activated, it will never show up in Sales Insight.  
View full article
Issue Leads were sent the email and clicked on a web page link on the email. However, the web page activities were not associated to these leads.   Solution Issue Resolution Check that the link clicked in the email has tracked link enabled If the web page activities are associated to other records (e.g. duplicates), then: Check who was 'cookied' on the web browser before the visit web page activity was recorded for the other records. This can be checked by looking at the web page activities recorded in the activity log. Check the User Agent details of the Click Link activity of the lead that was sent the email and compare it with the User Agent details of the Web Page Visit activity of the other record. The following tool can be used to help interpret the device details from the User Agent details: developers.whatismybrowser.com/useragents/parse/#parse-useragent In case of a non marketo landing page , check whether the munchkin is enabled correctly over the page without any customization. Reference Doc :- Munchkin Tracking
View full article
Issue You put a variable inside an email token and when the email was sent, the variable rendered as text rather than as a link: Example: ${queryParameters} Should expand to: {{my.CertainURLHREF}}?utm_source=${utm-source}&utm_content=${utm-content}&utm_medium=${utm-medium}&utm_campaign=${utm-campaign}&ajs_uid={{lead.Email Address}}&ajs_event=Email%20Clicked With the various tokens populated Instead it expands to this: app.fakewebsite.biz/profile/55555555?utm_source=$%7Butm-source%7D&utm_content=$%7Butm-content%7D&utm_medium=$%7Butm-medium%7D&utm_campaign=$%7Butm-campaign%7D&ajs_uid=adam.tow+test@voxmedia.com&ajs_event=Email%20Clicked   Solution Essentially, email template variables are used at design time to make building out an email easier. Tokens are used at send time to make data variable per program without having to edit the asset or lead. Putting email template variables inside tokens won't work for this reason. It is just how the current design works and you will not be able to put email template tokens inside my tokens or lead tokens. Unwrapping variables before you put them within the token will allow them to function properly. This removes the simplicity of the variable, but retains the functionality.
View full article
Issue You are unable to abort a triggered Smart Campaign currently in progress.   Solution The "Abort Campaign" function only works for batch campaigns. To stop leads from going through the flow of a triggered campaign, do the following:   Deactivate the trigger campaign in the Schedule tab. This will prevent new leads from entering the campaign flow steps. It will not stop leads that have already entered from continuing through the flow. Use a "Remove from Flow" step to remove existing campaign members from the flow. This can be done a few different ways. View Campaign Members > Select All > Lead Actions > Special > Remove from Flow If the leads are in a Wait Step, you can add a Remove From Flow step after the Wait Step in the trigger campaign Create a small batch campaign with a "Member of Smart Campaign" Smart List filter and a "Remove from Flow" flow step that specifies the trigger campaign you want to remove them from.  
View full article
Issue The Engagement Program has no engagement score more than 72 hours after the Engagement Program cast.   Solution First, make sure that is has been more than 72 hours since the Engagement Program cast, since it takes some time for the engagement score to update. If you are using child programs in the Engagement Program stream, check the individual programs to see if leads have achieved a Success status in those programs. When programs are used as content in streams, the engagement score is based on program membership and success status, not email interaction (clicks, opens, unsubscribes). Also, if there are any campaigns in the child program that contain wait steps, the Engagement Score will not populate until the campaign is complete. docs.marketo.com/display/public/DOCS/Understanding+the+Engagement+Score    
View full article
Issue How to use the Web Page, Referrer URL, or Query String constraints to specify web page when using one form on multiple pages. Solution Use the appropriate constraint to specify which page the form is on when using a "Fills Out Form" trigger or "Filled Out Form" filter in a Smart List. There are three options: Web Page Referrer URL Query String   Web Page This constraint is designed for Marketo Landing Pages. If you have one form on multiple pages, and were attempting to specify a Marketo Landing Page, then you would use Web Page.  If you use Web Page, your value is the Landing Page asset name, such as "Global Contact Form Page". Or if the page is local to a program, the name format would be [program name].[landing page name]   Referrer URL This constraint is designed for external, non-Marketo pages. If the form you have is embedded on an external page, the value you would enter would be the URL of the page.This constraint is very picky about the values entered. Say the form is on www.pages.domain.com/contact-us.html. Only the following 2 options would function: Referrer URL - is - www.pages.domain.com/contact-us.html Referrer URL - contains - www.pages.domain.com/contact-us   By using "is", the exact value must match. When using "contains" a smaller portion of the whole can be used. Even "contains" /contact-us would have worked successfully, but the less specific the value is the more other pages could qualify depending on the use case. Generally, "contains" is advised with a unique portion of the URL because there can often be querystrings on URLs that would then not satisfy the "is" constraint.   Querystrings If the form is on a page, and the page has a querystring, such as: www.pages.domain.com/contact-us.html?product=new-stuff, then the form submission activity on the Marketo record would have a new field in the Detail called Query Parameters. (Querystring, Query String, Query Parameters are all the same thing.) If you set up direct links to the Page with unique querystrings, then you would be able to use the Querystring constraint and use values from the querystring in the trigger/filter form fillout campaign.
View full article
Distributing leads to sales reps is easy.  Marketo, however, only supports random distribution.  This gives a pretty good approximation of the round robin technique.   Prerequisites: Create A New Program Create A Child Campaign      1. Go to the Smart List tab of the campaign you created, find and drag in the Lead is Created trigger. Tip: Use the trigger that logically would come right before you want to assign the lead to a rep. This is a article attached imageThis is a article attached image        2. I've added the constraint "SFDC Type is empty" so that records that already exist in Salesforce do not get re-assigned.          3. Go to the Flow tab, find and drag in the Change Owner flow step.      4. If you have 3 lead owners click on the Add Choice button 2 times.  You always want the number of choices to equal the number of owners in the round robin minus one. This is because the last person goes in the Default slot.      5. Find and select Random Sample.      6. 100% divided by 3 sales reps is 33%, enter "33".      7. Find and select the first sales rep.      8. Repeat steps 4, 5 and 6 for every remaining choice. Be sure to fill out the default choice also. This is a article attached imageThis is a article attached image        9. Activate the campaign and it should now distribute leads randomly to your lead owners.
View full article
To enable Marketo to meet the performance demands of its customers, Marketo has a standardized Data Retention Policy used across the platform. This policy applies to the activities stored in the activity logs of people in your database.   Activities and Data Retention There are three components to our data retention policy: a retention period of 14 days for one activity, 90 days for twelve high-volume activities; and a retention period of 25 months for other lead activities. Activity with Retention Period of 14 days Activities Retained for 14 Days       Delete Lead   Activities with Retention Period of 90 days The high-volume activities listed below will be retained for 90-days. After 90-days, these activities will be permanently deleted. Activities Retained for 90 Days Add to List Change Score Change Data Value Visit Webpage Click Link on Webpage Sync Lead to SFDC Sync Lead to Microsoft Sync Lead Updates to SFDC Update Opportunity Request Campaign Email Delivered* Send Email*   * Email Delivered and Send Email activities change from 25 months to 90 days effective August 31st, 2020.  More information here.   Activities with Retention Period of 25 Months The activities listed below will be retained for 25 months. After 25 months, all such lead activities will be permanently deleted. The only exception is the New Lead activity, which will always be displayed in the activity log. All other activities will be deleted, but the New Lead activity will not, giving you a permanent record of when the lead was created and how. Category Activities Retained for 25 Months Web Click Predictive Content Click RTP Call to Action Fill Out Form Smart Campaign Add to Engagement Program Call Webhook Change Lead Partition Change Engagement Program Cadence Change Engagement Program Stream Change Program Success Change Revenue Stage Change Program Member Data Change Revenue Stage Manually Change Program Status Compute Data Value Enrich with Data.com Execute Campaign Interesting Moment Merge Leads Remove from List Resolve Ruleset Reward Test Group Variant Schedule Test Variants Send Alert Engagement Program Cast Push Lead to Marketo Social Click Shared Link Share Content Vote in Poll Email Click Email Email Bounced Email Bounced Soft Open Email Received Forward to Friend Email Sent Forward to Friend Email Unsubscribe Email CRM - Salesforce Add to Opportunity Add to SFDC Campaign Change Owner Change Status in SFDC Campaign Click Sales Email Convert Lead Delete Lead from SFDC Lead Assigned New SFDC Opportunity Open Sales Email Receive Sales Email Remove from Opportunity Remove from SFDC Campaign Resolve Conflicts SFDC Activity Sales Email Bounced Send Sales Email SFDC Activity Updated SFDC Merge Leads Add to Case Add to SFDC Custom Object Test (Contact) CRM - Microsoft Dynamics Add to Opportunity (Contact) Add to Opportunity (Account) Remove from Opportunity (Contact) Remove from Opportunity (Account) Update Opportunity (Contact) Update Opportunity (Account) Delete Lead from Microsoft Segmentation Add to Segment Change Segment     Retaining Data Marketo’s data retention policy gives you a rolling 90-day view of certain high-volume activities and a rolling 25-month view of other lead activity data. To help prevent any actual data loss, Marketo has developed a Bulk Extract API that enables you to export this data directly if desired. Once exported, you will be able to host this information locally and utilize it in any way you deem necessary. Premium Data Retention Option Marketo offers a premium Extended Data Retention subscription option that will allow activity data to be stored for 37 months instead of the standard retention period of 25 months. The high-volume activities, however, will only be retained for 90 days even with the premium option. For more information, contact your Customer Success Manager.  
View full article
*Updated in September 2024     Leads can be auto unsubscribed due to default Feedback Loop setup with the ISPs listed on this page. You can use the following filters to find leads that have clicked the SPAM button in your emails:       Filter 1: Data Value Changed Attribute: Unsubscribe New Value: True Reason: Contains, complaint   (Optional to Specify what Email Domain)   Filter 2: Email Address Email Address: Contains, @domain.
View full article
If you have submitted a support case and you feel that the case was improperly handled or that the solution being offered does not meet the communicated Marketo support expectations, then we would welcome the opportunity to look deeper at your specific support engagement and work with you on delivering a better resolution. Caution: If the item you're looking to escalate is related to a Production Down incident, please call the support line for your region to receive immediate assistance. Support Manager escalations are only handled during normal business hours. The phone numbers for each region are listed below, follow the prompts for P1: Americas: +1.877.270.6586, Direct: +1.650.376.2303 Europe, Middle East, & Africa: +353 (0)1 242 3030,  UK: 0800 151 3030 Asia Pacific: +61 2 8031 8188 Japan: +81.03.4233.9014 How to Escalate: Step 1. Navigate to the "Case Management" area of the support portal either by mousing over the Support tab and selecting "Case Management" or clicking the Support tab and click on the “My Case Management” button. NOTE: You will need an open or recently closed case in order to escalate to support leadership. This is a article attached image   Step 2. From here you will need to click on either an open or a recently closed* case:   This is a article attached image   *Support Cases that have been closed for longer than 10 days are no longer eligible to be re-opened and we ask that you open a new support ticket for your current issue prior to escalating to a Support Manager. We ask that you have an open support ticket for a Support Manager to be able to address specific issues. Step 3. After selecting a case, click on the Escalate to Manager button:   This is a article attached image     Step 4. A pop up will display and you will need to the purpose for the escalation and click on the “Escalate” button.   This is a article attached image   Once your support escalation case has been submitted a Marketo Support Leader will contact you within 1 business day of your support region's support hours to address the issue.
View full article
Issue When attempting to move a folder with a program into a different workspace, the below exception is thrown: Rule is incomplete, '<Field Name> is...' requires value In the below example, the field name is 'New Status ID':   Solution This exception is thrown when a smart list within the Folder contains an incomplete filter. To resolve, you can either: 1. Remove the Smart List filter that is incomplete 2. Set a value for the Smart List filter
View full article
Issue After creating an Email Program with an A/B test, you create smart lists (or smart campaigns) and would like to use filters such as "Opened Email" for the A/B test email. When starting to type the A/B test email name into the smart list filter, the A/B test email name does not show as available to select (it may show a red squiggly line). Solution The Email Program (with the A/B test) needs to be in "Approved" status before the A/B test email assets can be entered into a smart list filter.
View full article
Issue Issue Description When using a Velocity scripted my.token, the default value is not being used if the field the Velocity script is pointing to is not populated.   Solution Issue Resolution The reason for this is because Velocity script isn't designed to consider a default value the way that a lead token would. It's designed to execute the code to provide the rendered value. Although the UI specifies to look for a default, that's ignored by design since the code itself is only looking for the value for those leads. If the goal is for it to evaluate and provide a known value, otherwise then render a specified default, that needs to be built into the Velocity script code itself.  
View full article
I'm trying to find out who had a lead score change from a specific smart campaign - would I use data value changed with a reason or some other filter?   The Data Value Change trigger/filter with the Reason constraint is appropriate for finding leads that had their Lead Score changed by something such as a manual edit or Smart Campaign. This is a article attached image This is a article attached image This screen shot shows examples of how you might set this up.   The list below shows a few of the values you may see in the Reason field. If you know the exact phrase you are looking for, use the "is" operator. For example, "Changed by Smart Campaign Contact Us." If you don't know the exact value, try using the operator "starts with" or "contains."   Synched from salesforce.com Changed by Smart Campaign System flow action System action reset Form fill-out SOAP API Manual lead edit Munchkin API Import/merge into list   The Reason filter constraint is available in these filters:   Data Value Changed Lead Partition Changed Progression Status was Changed Revenue Stage was Changed Not Data Value Changed Not Lead Partition Changed Not Progression Status was Changed Not Revenue Stage was Changed
View full article
Issue Trigger Tokens in a Batch Campaign Flow are not functioning as expected, or result in an error.    Solution Issue Resolution Trigger Tokens can only be used in a Trigger Campaign Flow and will not work in batch campaigns. While originally intended for Interesting Moments, Trigger Tokens will also work in Change Data Value flow steps. The associated Trigger Tokens will only function with the corresponding Triggers denoted by the green check-marks in the chart here.
View full article
Issue Trigger campaign with a Data Value Changes trigger for the attribute “SFDC Is Deleted” does not fire when the value is changed to "True." Environment Customers integrated with Salesforce Solution This field, “SFDC Is Deleted”, is a system managed field which we do not log a Data Value Change for. Instead use trigger: "Lead is Deleted from SFDC" to capture these leads.    
View full article
Issue Best practices for trigger campaigns. Environment This applies to all Marketo users who are utilizing trigger campaigns in their marketing activities. Solution Marketo's trigger campaigns are designed to monitor every relevant activity, even if it doesn't immediately meet certain constraints or filters. For example, if there are 10 active Clicked Email Campaigns and 100 leads engage with an email, each lead will be evaluated 10 times to check if they qualify for a trigger. In this example that would lead to 1000 evaluations total. This happens even if they don't meet the criteria due to certain filters or constraints. To make your trigger evaluation process quicker and more efficient, follow these best practices: 1. Deactivate any trigger campaigns that are no longer needed. This reduces the number of active monitors that could potentially activate trigger event evaluations.    Note: Marketo automatically deactivates smart campaigns that have been dormant (no lead triggers them) for 6 months or more on a quarterly basis. However, you can manually deactivate campaigns whenever necessary. 2. Convert Trigger campaigns to Batch campaigns if immediate responses are not required. This is particularly useful for activities or campaigns that can run overnight. Batch campaigns operate on a separate component of Marketo's processors, meaning they won't impact the speed of Trigger qualifier processes.  
View full article
Issue When you go to schedule a Smart Campaign, the Status tab says it is "set to affect about N/A people" instead of showing the actual number of leads that should go through the campaign. Solution There are two probable causes for this There is an error in the Smart List. If the Smart List references another nested Smart List, the error may be in the secondary Smart List, so you may need to drill down when you check this. The Smart Campaign has a Smart List in it with the same name. For example, if the Smart Campaign were named "EMEA Networking" but it also contained a Smart List named "EMEA Networking", it would cause the list processor to give this error. Making one of the names slightly different - "EMEA Networking Smart List" - should resolve this issue. If you have tried both options and are still unable to get the affected leads count to resolve, please contact Marketo Support with the results of the above troubleshooting and we will investigate further.
View full article
Issue You are trying to add a new stream to an Engagement Program but get an error stating that your program has reached maximum number of streams per program. Solution Due to engineering constraints and as well as to have better user experience, we have limited the number of Engagement Program Streams per program to 25.  When you try to add  26 th stream, you will now get the error message “You have reached the maximum number of streams. Create another program”. So the solution is to create a separate Engagement Program and a Smart Campaign that moves leads from the original Engagement Program to the new one.      
View full article