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Issue There are several special characters that are rejected by the Marketo system on the backend and which can cause errors or strange behavior when attempting to use them in asset or field names. These characters are: [ ' " < > { } ; ] This is a article attached image     Solution These characters should not be used because they are often used in code and scripting languages. Generally, Marketo will give an error if this is attempted. However, in the event that the name is accepted there is a good chance that you will see some strange behavior when attempting to use the asset or field. There is a large range of different behaviors that can result and they are all very unpredictable, so the best choice of action is to not use these characters with asset or field names at all.    
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Issue Description: The Activity Log shows "Fill out a form" without a page visit. How users could fill out a form without visiting the page? Issue Resolution: Google Chrome introduced Incognito. Firefox, Safari, Opera and Internet Explorer implemented Private Browsing. Pages that users visit in Private Browsing/Incognito will not leave traces, like cookies, on users' computers after they close all open windows. A normal visit to any page is not tracked during visits, regardless the navigation path. That includes other pages after the form is filled out. The new Do Not Track feature is a contributing factor for apparently incomplete Activity Logs. When users turn on the Do-not-track feature, the browser tells every website they visit (as well as their advertisers and other content providers) that they do not want their browsing behavior tracked. Honoring this setting is voluntary — individual websites are not required to respect it. Websites that do honor this setting should automatically stop tracking your behavior without any further action from users.
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Issue 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. Solution 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.      
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Issue This describes the difference in how filter logic applies to triggers and filters in a Smart Campaign Smart List. Solution Issue Resolution You can view the video on this here. Filter logic in a Smart List only applies to filters (the green criteria) and not triggers (the orange criteria.) If you have multiple triggers in a Smart Campaign, they will always operate on ANY/OR logic, which is to say, only one of the triggers needs to fire in order for the Smart Campaign to run. The filter logic you select, whether it is AND, ANY, or Advanced, will be used to further filter the leads after the trigger has fired.
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Issue None of the default Interesting Moment Types (Web, Milestone, Email) fit the description you would like. Here's how to create you own interesting moment type. Solution Issue Resolution You can simply type in what you would like the type of the Interesting Moment to be instead of choosing one of the options in the drop down.    
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Issue Users may notice that unsubscribed or blacklisted leads still appear within the Audience section of an Email Program.  Environment This issue is relevant to all Marketo users who are managing Email Programs and observing the Audience list.  Solution Despite being blocked or blacklisted, leads will continue to be displayed in the 'People' list of a Program or Campaign's audience, as they still fit the criteria for the Smart List of that particular asset. The Audience list includes all individuals who meet this criteria.  The blocked leads do get recognized and listed under the Blocked list of that specific program. However, this Blocked list is considered a part of the broader Audience list.  If you prefer these leads to not show up in your Audience, you can modify your Smart List filters. For example, apply the "Unsubscribed is False" filter. Root Cause This situation arises because the Audience count encompasses all leads that qualify for the Smart List, including those that are blocked or blacklisted. The system recognizes and lists these blocked leads separately, but they remain as a subset of the overall Audience.
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Issue The count for the audience of an Email blast program does not match the total members of the Email Program after it has been executed.     Environment This issue is applicable to users who have recently run an Email blast program in Marketo. Solution  The disparity in numbers occurs because the Audience Smart List is evaluated at the moment you access it. As your records evolve, this number can change after the Email Program is run. In contrast, the number of program members, who are the recipients that were emailed through the program during the scheduled run, is fixed at the point the program is executed. 
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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.
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Issue Leads that qualify for a Smart Campaign run through the flow with a Change Data Value flow step, but some leads don't have a data value changed, while other flow steps still apply. It seems that those leads have just skipped the Change Data Value step and went right on to the next flow step.   This is a article attached image     This is a article attached image       Solution If the new value for the Change Data Value is exactly the same as the current value in the lead record, Marketo will skip that flow step. There won't be an activity entry in the activity log or results tab because the action did not actually happen.  Example Say you had a field called Favorite Sport and a lead that already has the value of "Football" in that field on their record. This is a article attached image   The flow step is Change Data Value: Attribute: Favorite Sport New Value: Football This is a article attached image   In this example, a lead will run that through flow step, but since the value did not change Marketo will just move on to the next flow step.    
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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 http://www.pages.domain.com/contact-us.html. Only the following 2 options would function: Referrer URL - is - http://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: http://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.
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Issue A/B test in Email Program status is still showing “Running test…” and not all email variants were sent as expected.    Environment A/B Test Email Program  Sample Size Running Test  Solution To ensure the sample size qualified at least a minimum of the total variants of the A/B test.  For example, if you have a total of 6 records, a sample size of 34% will suffice for 2 records (1 for variant A and 1 for variant B).    Root Cause This can occur if the sample size selected is too small. For example, if you have a total of 6 records, a sample size of 1% will not suffice for 1 record.  
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  Overview Add Leads to Static Lists Use Custom Fields Overview Lead records have two primary components – lead attributes and activity logs. Lead attributes are the fields and field values within the lead record. For example, Job Title is a lead attribute. Lead Name is a lead attribute. Activity logs record the actions Marketo or the lead themselves have taken. For example, sending an email to a lead is an activity that would show in the activity log. If the lead opens the email or visits a tracked page, those activities would show in the activity log as well.   Activities in the activity log are only retained for 25 months, or 37 if you have purchased the premium data retention option. The main way to store activity data beyond the Data Retention Policy timeframe is to use the Bulk Extract API. There are two other ways you can keep a reference of these activities after the end of the Data Retention period, and they can be referenced within the Marketo UI. This article will show you how that can be done.     Add Leads to Static Lists Static lists will retain lead membership even if the activity of adding the lead to the list has been removed. This will let you have lists dedicated to specific criteria that would otherwise be removed after the data retention time period has been passed.   For example, Smart Campaign membership history is not retained after 25 months. If you are searching for members of a Smart Campaign, but a lead first became a member of the Smart Campaign more than 25 months ago, the search results would not include that lead.   An easy way to work around that is to add your leads to a static list as part of the flow of the campaign. When creating your Smart Campaign, create a new static list with the same corresponding name (makes it easier to identify later). When building the flow of your campaign, add the "Add to List" flow step so that all leads going through the campaign will be logged on the list.         Use Custom Fields Lead attributes and their field values are not affected by the Data Retention Policy. Use Smart Campaigns to populate custom fields with values based on activities your leads take. This will allow you to filter leads by these lead attributes that are not affected by the Data Retention Policy. A side benefit to this is that it is faster to search by lead attributes than by searching through lead activity logs.   Example: This approach can work for many different activities, but let’s use form fill outs as an example.   Let’s say you want to be able to identify leads who have been very active and have filled out more than 5 forms over their lifecycle. You could use the filter “Filled Out Form” with the “Min. Number of Times” constraint set to 5. However, if one of those forms filled out occurred more than 25 months ago, the filter would only be able to access 4 form fill activities in the activity log. Therefore, the lead would not pass the filter.   Instead of using the “Filled Out Form” filter, set up a Smart Campaign to write to custom fields that show you how many forms they’ve filled out, and when the first one was. Here’s how to do it:   1. Create two new custom fields in Marketo, one Score Field, and the second a Date Field.   2. Create a new Smart Campaign   3. Add the trigger “Fills Out Form” set to “is any” to the Campaign Smart List     4. Add these two Flow Steps to the Campaign Flow: Flow Step 1: “Change Score” Score Field Name: your score field name Change: +1   Flow Step 2: “Change Data Value” Add Choice to Flow Step Choice 1: If “your score field name”  “is empty” Attribute “your score field name” New Value: {{system.date}} Default Choice: Do Nothing       This campaign will listen for any time a lead fills out a form, add +1 to your score field, and if it’s the very first form they’ve ever filled out, it will log the date of when it was done. If the lead has ever filled out a form in the past, there will already be a date value in the date field, so the flow choice would just skip over it and do nothing.       Results You’ll See: With the original goal of identifying leads who have filled out more than 5 forms you’ll be able to filter for leads that have filled out at least 5 forms. In addition, this campaign will let you search for leads based on when they had filled out their very first form, regardless of how long ago it was. Since it’s stored in a lead field, it’s a lead attribute that is not affected by the Data Retention Policy at all.      
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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 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 image        9. Activate the campaign and it should now distribute leads randomly to your lead owners.
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Issue A recent Smart Campaign or Email Program sent Person records in Marketo more emails than should be allowed based on settings in Communication Limit Settings in the Admin area of Marketo. Solution This is commonly caused by one of three things: The emails that sent after the communication limit was hit were Operational. To verify if this is the case, select the email asset from the menu tree on the left and review the summary of the asset in the canvas where you will see if the email is Operational or not. The Block non-operational emails checkbox is not checked in Edit Communication Limit Settings. Setting values the "Per Day" and "Per 7 Days" dropdown menus does not enforce the communication limit. In order for this limit to be enforced, the "Block non-operational emails" checkbox must be checked.  Enable Communication Limits The Email Program or Smart Campaign are not set up to follow Communication Limits. Apply Communication Limits to Smart Campaign Enable/Disable Communication Limits in an Email Program  
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Issue A Program or Smart Campaign was deleted and you would like to have it restored. Solution Marketo Support cannot restore deleted programs or campaigns. Marketo Support can only restore deleted leads, emails, and landing pages within a certain amount of time after deletion.  Landing pages and emails that are assets of a deleted program cannot be restored. Marketo Support can provide the smart campaign configuration, including details such as filters in the smart list and flow steps. It's essential, however, that the deleted campaign is relatively recent, ideally within the last 2 weeks.
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Issue My Tokens are displaying the default value instead of the value assigned to them by a higher-level folder or program. Solution Confirm that the asset using the tokens is inside the tree where the token values are defined. If the token is not in fact within the same folder tree as its definition, it will display the default value instead of the intended value.
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Issue Issue Description My Tokens not appearing in an email as an option to insert.   Solution Issue Resolution It is highly likely that the email is not in the program or campaign folder containing the My Tokens. Examples:  The email could be located in Design Studio The email is within a program but the token is not defined in the program it is in, or the campaign folder it is in In all cases, the email must be within the program or campaign folder that contains the My Tokens.
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Issue How do the links (both Marketo and Non-Marketo) populate in the dropdown of Visited Web Page trigger or filter? Solution The drop-down shows a limited number of options. These links are fetched from any of your leads' activity logs. The values in the dropdown of the "Visited Web Page" will show if there is any lead who visited a webpage and this webpage or link is stored in the activity log of the email (may be in past). If the expected webpage doesn't show up in the dropdown list, first try typing it in and letting the autocomplete offer the URL.  If you type it in and it still doesn't show as an option, then none of the leads have visited that page at least once. You can create a test lead for yourself and visit the desired webpage to get this added in the dropdown.  
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Issue You have created a Nurture Engagement Program and are running an Engagement Stream Report, and a stream is not showing on the report.     Solution One likely cause for the stream not showing on the report is that the stream is not sending out content. Once the content in the Engagement Stream is being sent (cast), then the email activity will begin to show on the Report. In order to cast content, the cadence must be set. If the Stream Cadence has been set, and the stream is still not showing on the Report, another likely reason is that there are no leads in the stream. The solution here is to add records to the stream.    
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Issue Issue Description Importing a program from one subscription to another is failing and is returning the following error sent via email:   Marketo encountered an error while importing [Program Name] The token "lead.First Name" is not available in the destination subscription. It is either a custom field that you have to create or need to be synced from your CRM system, if you use one. This is a article attached image   Solution Issue Resolution Check if there is any malformed lead.First Name token in email Check if there is any malformed lead.First Name token in email template used by the email(s) in the program Check if there is any malformed lead.First Name token within a program token Check if there is any malformed lead.First Name token within smart campaign flow step(s) This error has been known to occur when the email template had a lead token coded as follows, with a line break between 'First' and 'Name': {{lead. First Name}} Note: In this scenario, the error message received via email is actually referring to the token in the email template that contains a line break between 'First' and 'Name' but is stripped out on the message when HTML is rendered.  
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