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Issue What is the difference between Program Status Vs. Person Status? Solution Person Status is an attribute on a record and is an over all status for the record. An example would be a lead that has MQL or Marketing Qualified status. Program Status is the status a lead is in within a program. An example for an lead would be in a trade show or any event type program. This would have a program status of "Invited" or Registered. A single lead can have multiple program statuses, one for each program membership they have. A great way to look at it is, I have a Monthly membership to the Gym and a premium membership to the local warehouse club. I have multiple memberships and statuses for those memberships.. However my "Person Status" is different, I am for example licensed to drive in the state I live. My status is either licensed or not..        
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Issue There are two filters available (Acquisition Program and Acquisition Program Name), but only Acquisition Program Name appears in the lead record and is available as a column in the lead views.  What is the difference between these? Solution Acquisition Program is a system-managed field. It isn't available in many picklists, nor in certain filters. Acquisition Program Name is a field that allows you to use this data more freely as it is not locked by the system. Acquisition Program = Master naming for programs Acquisition Program Name = Friendly usable name    
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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=${utm-campaign}&ajs_uid={{lead.Email Address}}&ajs_event=Email%20Clicked With the various tokens populated Instead it expands to this: https://app.fakewebsite.biz/profile/55555555?utm_source=$%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.
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Issue Issue Description How to add a seed list in a batch Smart Campaign or Email Program.     Solution Issue Resolution Import the seed list addresses into an appropriately-named static list Add a filter in the Program/Campaign Smart List to include the static list. The trick will be to make sure the filter logic is correct. Advanced Logic may need to be used in the Smart List of the Program/Campaign. For example, if there's a sending campaign with 5 filters to send to an audience 1 AND 2 AND 3 AND  (4 OR 5) then you will want to use Advanced Logic and put parentheses around the original filter set (1 AND 2 AND 3 AND  (4 OR 5)) and add the seed list outside the parentheses with OR logic (1 AND 2 AND 3 AND  (4 OR 5)) OR 6 In that advanced logic, the original intended membership (1 through 5) exist within its own set of parentheses and the Seed List is included in addition (OR 6).
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Issue What is meant by the socially acquired member of a program such as a webinar program? Solution Leads acquired by the following Social Apps are part of the "Socially Acquired" count - Social Button Youtube video Poll Referrals Sweepstakes If you want to track the number of registrations through social shares, you should consider using the referrals or sweepstake app.  These apps allow the users to share and also help you track how many registrations each of your referrers bring in.    
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Issue When we delete the static lists from a program after a period of time, will the leads they contain no longer be member of the program? Solution The individuals should still be a member unless you change their membership status to remove them. Remember lists are simply collections of individuals so you can easily process or associate them, they don't automatically get "membership" unless you had corresponding flow steps that you used when putting them on the list.        
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Issue How to create a Smart List that only shows leads created in Marketo as opposed to leads that were synced from Salesforce. Solution Create a Smart List using the filter "Original Source Type - is not - Salesforce.com"  
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Issue You are unable to archive or delete an asset in Marketo. When you try to do so, you get an error: "The following assets are in use or used by other assets."     Solution To archive or delete the asset, you will need to determine where it is being used. Click the Used By tab for the asset you are trying to delete and see what other assets reference it in some way. For instance, aSmart Campaign may be using it in the Smart List or the Flow Steps, or a report might have it in the Smart List. Once you find where your asset is being used, you can go and remove references to it from the other assets. This should allow you to delete or archive it.
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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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Issue A lead/person completes an action that should trigger a Smart Campaign located in a Workspace, but the campaign does not trigger.   Solution If you have Workspaces and Partitions set up on your instance, some leads may not be available to some campaigns, due to workspace and partition restrictions. When a workspace only has access to certain lead partitions, leads in other partitions are unable to trigger campaigns in that workspace. So if Workspace 1 has access to Partitions A and B, leads in Partition C cannot be included in any campaigns for Workspace 1.   To resolve this issue, you would need to change the restrictions that are preventing the leads from being able to trigger campaigns in a particular workspace. These can be changed by going to Admin > Workspaces & Partitions > Edit Workspace (with the appropriate workspace selected). Whether it makes sense to make this change should be reviewed first.   Often workspaces are setup to be specific to regions, so check whether it makes sense from a business point of view for leads in a partition to qualify for campaigns in a certain workspace.   It may not be desired, and instead it should be checked whether the lead should be in fact in a different partition. Who This Solution Applies To Customers who have Workspaces & Partitions set up in their instance.  
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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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Issue The email was sent from an engagement program or email program where Recipient Time Zone was enabled, however, emails sent to several leads were not sent based on their time zone. Solution If the time zone calculation for the affected leads falls under the conditions mentioned in https://docs.marketo.com/display/public/DOCS/Understanding+Recipient+Time+Zone, then check in [Admin > Field Management] if the Person Time Zone field is hidden. If this field is hidden, then this would be the reason as this field is where the Person's Time Zone is stored for when it is calculated and is used to determine the Recipient Time Zone for sending emails.
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Issue In an instance where there are multiple workspaces, when creating a new email and right-clicking on a Marketo Starter Template to send a sample email, an error is displayed: Access Denied This error occurs even though the user has all permissions to Access Design Studio and all permissions to Access Marketing Activities. This includes the 'Run Single Flow Action' permission which is required for sending sample emails: "You must have the Access Database - Run Single Flow Actions permission to send sample emails." https://docs.marketo.com/display/public/DOCS/Send+a+Sample+Email   Solution This error can occur if the user does not have access to the Default workspace. To solve this, the user must be provided with access to the Default workspace in [Admin > Users & Roles]  
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Issue When I go to the Support area of Nation, I do not have full access to all the areas and tools.   Solution Our system is specific about how you need to access the Support Portal before we can authorize you to use it. The proper steps to take for us to authorize, and for you to submit cases, are as follows:   Log into your instance Click the Community tile (step 1 image) Click Support in the top banner (step 2 image) Click Submit a Case option (step 3 image) Choose from top options depending on what you need to do (step 4 image) Create a case, Manage authorized contacts, edit your Info   Simply going straight to the nation.marketo.com will not have the desired result. You must access the Support Portal from your instance by using these steps so that our system recognizes you properly. If this is your first time following these steps, your view of Step 3 will be different- not to worry, as that will be updated for you manually. Step 1 Step 2   Step 3 Step 4   If you experience issues, please email marketocares@marketo.com
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Issue Issue Description The Email Dashboard is not displaying accurate data after sending an email via the Email Program.     Solution Issue Resolution Email dashboards can take up to 72 hours to fully propagate, if the data is still not accurate or updating after 72 hours please reach out to support for further troubleshooting.    
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Issue Issue Description The Smart Campaign is returning N/A existing people when viewing the leads affected.     Solution Issue Resolution Check the names of any Smart Lists referenced in the campaign's Smart List and ensure the special character '|' is not part of the name. Remove or replace this character and review the leads affected again.
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Issue Issue Description Using a token in the Smart List of a Smart Campaign yields unexpected results, an error, or the campaign to not trigger.    Solution Issue Resolution Tokens cannot be used in the Smart List section of Smart Campaigns. Tokens can be used in the Smart Campaign Flow, in the following steps: Interesting Moments Change Data Value Salesforce Campaign Steps (add, remove, change status) Create Task
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Issue You have a field (e.g. Most Recent Website Visit) that you want to see previous values for without needing to look through the activity log. Solution This can be done using a few custom fields, and one trigger campaign. Make duplicates of the field you want to see most recent values of (e.g. Most Recent Website Visit 1, Most Recent Website Visit 2, etc.) while still keeping the original field. Use the original field as you previously have, but set a trigger campaign to look for data value changes to that field. In the flow of that campaign, set the logic like so:   (1) Change Data Value: Most Recent Website Visit 3 new value: {{lead.Most Recent Website Visit 2}} (2) Change Data Value: Most Recent Website Visit 2 new value: {{lead.Most Recent Website Visit 1}} (3) Change Data Value: Most Recent Website Visit 1 new value: {{lead.Most Recent Website Visit}}   Using the above flow, the most recent values for the field can be checked without looking into an activity log. This can be useful in a number of ways, for example this information could be included in an email or alert. Another example, if the primary field (in the above example it is Most Recent Website Visit) is updated to a value that it should not have, then you can setup another campaign to update Most Recent Website Visit using the value in Most Recent Website visit 2 to restore the previous value.   Warning Please Note: The above process can be somewhat resource intensive (particularly if a large number of records trigger the campaign at close to the same time), this should be done with as few fields as possible to assure good instance health overall.
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Issue 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     Solution 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?    
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