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Issue How "And/Or" logic is applied to constraints in Smart List filters and triggers.       Solution In Smart List filters, additional constraints act as "and" logic.   Example: Was Sent: [this email asset] between this date range min number of times: 2   will function as Was Sent: [this email asset] -and- between this date range -and- min number of times: 2   When you have multiple values inside a single constraint, that is "or" logic. Was Sent: [this email asset OR that email asset] There is not a way to change the logic of constraints, so if you wish to have some sort of 'Or' between constraints then you would have to use multiple filters with 'OR logic between them.    
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Issue You receive the error message of "exceeded limit" for Program Member Custom Fields (the documented limit is 20), but you don't see 20 fields listed in the Admin > Field Management > Program Program Member Info area.   Root Cause There may be Program Member Custom Fields in your Marketo instance that are hidden. These hidden fields still count toward your limit of 20.  As next steps, in Admin > Field Management, review the Hidden Fields area to find the hidden Program Member Custom Fields, and un-hide them. After un-hiding them, they will appear under Admin > Field Management > Program Program Member Info. To resolve the "exceeded limit" error, unused fields should be deleted. Reach out to Marketo Support to delete Program Member Custom Fields.
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Issue An email asset with a program MyToken is not reflecting correctly after a campaign send, even though the email asset is within a program with the correct token value. Root Cause If the smart campaign that sent the email is in a different program, the MyToken reference will come from the program of the sending smart campaign, not the program where the email lives.
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Issue Leads are stuck in a smart campaign's Wait Step and have not moved onto next steps, even though the Wait Step has been updated/shortened and the lead should move onto the next step. Solution When a lead enters a Wait Step, it remains in the Wait Step as defined at the moment they entered it. For example, if the lead enters a 1 week Wait Step, it will remain in the step for 1 week. If the Wait Step is updated to be longer or shorter (for example, shortened to 3 days or extended to 2 weeks), the lead that already entered the Wait Step (when it was 1 week) will remain in the Wait Step for the original duration. New leads entering the Wait Step will abide by the new duration.
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Issue When cloning an asset from Design Studio into Marketing Activities, there is a box that asks you to select which program to clone the asset into. When clicking into this box, you may see No Results, even though there are programs within Marketing Activities. This is a article attached image Solution Expected Behavior: This happens when there are too many programs in the Marketing Activities tree. To select your desired Marketing Program, begin typing the Program Name, and results will begin to appear in the Program drop-down. This was designed to increase UI performance when cloning assets into Marketing Activities from Design Studio.  
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Issue Person record's Activity Log shows repeat Company Name changes without any Data Value Change being logged.  In this example screenshot, we can see that the person had the Company Name set back to the correct value by the CRM sync, but there is no record of the Company Name being changed in the first place. This is a article attached image Environment Person records showing the change are all part of the same Account. One person on that holding Account fills out a form that updates the field "Company Name" to a value that is different from the Account Name CRM sync corrects the Company Name field back to Account Name Solution STEPS TO RESOLVE: 1. Find the lead that change the Company Name field on the account with a Smart List filter:      DATA VALUE CHANGED     Attribute: Company Name     New Value: [Company Name from form fill-out]     Previous Value: [Account Name] This is a article attached image 2. Locate the Data Value Change in the Activity Log 3. Check the date and time of the Data Value Change 4. Check that timeframe on other affected records 5. The timeframe of the Data Value Change back to the Account Name will approximately match the timeframe of the logged Data Value Change, showing that the update to the one person was the cause of the update for all others on that account.   Root Cause Marketo uses Company Name as the identifier for the Account object.  If you have multiple people on the account and one of them changes the Company Name via a form fill-out, the Company Name is changed for all other people on that Account.  This change happens on the back end, so you will not see it until the CRM changes it back to the correct value in the next sync cycle.  
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Issue New person records are missing data and only contain Email Address. Environment On24 Event Partner Launchpoint Integration Solution When Marketo pulls the Attendance Report, for On24 Events through the On24 Launchpoint Event Partner integration, as documented here: ON24 Event Registration Updates | Adobe Marketo Engage For any net new records to Marketo (people who registered and attended the event outside of Marketo), Marketo will only sync the Email Address and Attendance Status. This will result in records in Marketo that do not have complete data from On24, such as First and Last Name. To avoid this scenario, it is recommended that all records are properly registered for the Event through Marketo, using Marketo Forms and Registration Campaigns as documented here: Create Child Campaigns and Local Assets | Adobe Marketo Engage
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Issue After declaring a champion for your Champion/Challenger test, you notice that the test (ex: "Whole Emails" test) in the Marketing Activities asset tree under your Email Asset is missing.   Root Cause When you declare a champion, you select a Declare Date. Once this date/time is reached, only the new champion will be sent. After the test is over, it is expected behavior that the test (ex: "Whole Emails" test) will no longer be shown in the tree. This is because the test is no longer active. If you would like to retain your test data, it is recommended that you save this outside of Marketo.
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Issue An email was expected to sent out on a specific cast of Nurture Program but a specific lead or couple of records did not receive it.   Environment Marketo>Engagement Program Solution There are a number of steps to begin troubleshooting this query and here is a flowchart how to proceed. 1). Check if engagement program is turned on from its setup up. Also check if at the time of email cast, the program status was on (this can be checked from Admin>Audit Trial) 2). Check if the email asset which was expected to send was present in the Nurture Stream at the time of cast. Also check if that email asset was activated (having green arrow). Both of these can be checked from Audit trail where you will find the log of "Add Email" and "Activate Email" along with its date/time. 3). Check if the lead is present in that specific stream using the smart list filter "Member of Engagement Program > Stream = <required stream>" 4). In the same smart list, use filter of "Engagement Program Cadence Changed" and set "New Value = Paused" and see if that lead qualifies it or not. A paused cadence would mean the lead has been temporarily restricted to move in the flow of nurture stream and hence will not received any email content. 5). Most important step- Go to the activity log of lead and search for the engagement program's name in the quick find bar. Look for all logs along with their dates when the lead performed any activity related to that engagement program like added to program, changed cadence, removed from program, etc. 6). In continuation of step 5, check in the activity log if the lead was added to engagement program in less than 25 hours before the next cast by looking at the time of log "Added to Engagement Program". This is because as per the doc, the lead must be added atleast 25 hours before the cast to abide by the recipient  time zones otherwise it will skip that current cast and will qualify for the next cast. Schedule Engagement Programs with Recipient Time Zone | Adobe Marketo Engage 7). In continuation to step 5, check if the lead was moved to a different stream via getting qualified into transition rules. Transition rules are present in stream of those engagement programs that have more than one stream and are used to move leads from one stream to another. Transition People Between Engagement Streams | Adobe Marketo Engage 8). Check if the lead is unsubscribed, email invalid, email suspended (this one is only valid for 24 hours), marketing suspended or block listed because any of these 5 conditions would block the lead from receiving any communication from any of the Marketo's program or campaign. 9). Check if the record has hit the communication limit. Go to Admin>Communication limit and see what we currently have setup. If limit is 2 emails per day, then create smart list "Was sent email>Email Is ANY> Minimum Number of times 2" and see if lead qualifies in it. Alternatively you can go into lead's activity log and manually count number of "Send Email" logs in last 24 hours and in last 7 days and match it with the communication limit of Admin tab. Using programs as stream content: We can also use programs (default and event) in nurture stream instead of direct email assets. 10). In case of using a program, the email can be sent out to the required audience only if that program have a smart campaign with filter "Member of Engagement Program>Name of Program" and flowstep of "Send Email". So make sure the smart campaign has these configurations. (Make sure the campaign has to be a batch campaign and not trigger) 11). If above pointer is true still record is not present in the result tab of the campaign, then check all steps from step 1- step 9. If nothing is found then check if smart list has more than just "Member of Engagement Program" filter and if the lead is failing to qualify any of the other filter. 12). Check in the schedule tab if qualification rules says "Each Lead can qualify only once". If yes then go to campaign member tab and search if lead is already a member, if yes then lead will not qualify again and this is why email was not sent. 13). Check if flowstep has a wait step and the lead is stuck there because wait step does not create any log in the results tab. People in waitstep can be checked from dashboard of the smart campaign. 14). For any other possible reason why the lead did not qualify the smart campaign, you can look for the knowledge base "Lead not qualifying smart campaign- Universal Checklist" under heading of Batch Campaign: marketo.my.salesforce.com/articles/en_US/Article/Lead-not-qualiying-smart-campaign-Universal-Checklist?popup=true 15). If all above pointers have been checked still unable to figure out why the email was not sent on a specific cast, escalate the case to Tier 2.
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Issue When comparing the Engagement Score on the Engagement Dashboard, the scores do not match with the Email Insight Engagement Scores. Environment Engagement Program Email Insight Solution The Engagement Score from the Engagement Dashbaord will hold the most accurate information as this is direct information, rather than for example with RCA/RCE and Email insights where the data source is different. If you want to see Engagement Score over a period of time more accurately, use the Engagement Stream performance report: Engagement Stream Performance Report | Adobe Marketo Root Cause The Engagement Score on the Engagement Dashbaord only calculates the last 3 casest, it is also important to remember that the engagement score only includes emails that were cast more than 72 hours ago. As per this documentation: The Engagement Dashboard | Adobe Marketo In comparison, the Email Insight Engagement Score is calculated over a period of time that is set by the user but the data can still be mismatching, this is due to the fact that the data source is not the same from the Engagement Dashboard.
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Issue When changing Program Status in Admin > Tags > Channel for "Event" result in this error, "Failed: no more information".  Environment Changing Program Status  Failed: no more information Solution "System mapping for Registered, Waitlisted, and Attended statuses is required." Therefore, ensure the status is mapped to Registered, Waitlisted, and Attended.   Root Cause One or more of these statuses "Registered, Waitlisted, and/or Attended" were not mapped as required. 
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Issue When working on an event program, Marketo Engage users are unable to select a webinar provider in the event partner selection. Environment Event program Webinar provider (ON24, Zoom, Cvent) Solution The members need to be removed before setting up the event partner. You can remove members from a program by changing their status to "Not in Program". Root Cause Marketo does not allow selecting an event partner in a Marketo event program with members.
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Issue Smart campaign email tab's count for soft bounced and delivered activities does not match the number of soft bounced and delivered activities in smart campaign results tab Example: Email tab shows 5 soft bounces, whereas, results show 6 soft bounce activities Email tab shows 10 delivered, whereas, results show 13 delivered activities Solution The email tab on a smart campaign is an Email Performance Report so it is calculated based on documented rules at Email Performance Report | Adobe Marketo   Root Cause There was one lead that opened the email, so the lead was not counted as soft bounced on the email performance report and was counted as email opened based on email performance report rule #4 "If the email is Opened, bounces are ignored." There were three leads that had soft bounce activity also had a delivered email activity. Based on email performance report rule #1 "Each email activity record is set to one, and only one, of the following: Delivered, Hard Bounced, Soft Bounced, or Pending." - in this case, soft bounce takes precedence over delivered email activity so the three leads were not counted as delivered on the report but were counted as soft bounce. Environment Smart campaign Email tab Smart campaign results Email performance report
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Issue If a record which is in a Marketo Campaign Wait Step and is merged into another record, does the winner of the merge continue through the flow?    Solution Winner of the merge will continue through the Campaign flow and complete the remaining steps. To prevent this behavior, remove the record from Campaign using the 'Remove From Flow' step. Environment Records merged in Marketo  Records merged in SFDC
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Issue Single Flow Step to send an email to x number of leads failed  Solution Create a smart campaign and override the person restriction to send an email to a number of people that is greater than the campaign restriction Root Cause The number of people selected to send an email from a single flow action exceeds the campaign person restriction/limit. The campaign restrictions apply to the single flow action because a background campaign is generally created to process the single flow action. Environment Single Flow Action Send Email Campaign Restrictions Smart List
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Issue When an A/B test is in scheduled state and you would want to cancel it. On clicking "Unapprove Program", an error message shows up saying 'Cannot unapprove program -<program name> - is in use'. Solution Within the program, go to the trigger campaign which references these assets in their smart list, for example  1. 'Program_1.Email_Asset_1' used in 'Open Emails' trigger step in smart list 2. 'Program_1.Email_Asset_1' used in 'Clicks Link in Email' trigger step in smart list Remove asset references above within the smart list of the campaign, navigate to program and click "Unapprove Program". Root Cause This is due to the program asset being used in trigger campaigns within the program. Environment Marketing Activities A/B Test
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Issue When adding 'Acquisition Program' attribute as part of 'change data value' flow step, ‘New Value’ will not get saved if it is added as a token. As an example, let's say there is a smart campaign within a program and the program has multiple tokens. One of the token is {{program.Name}} whose value is 'Sales Acquisition Campaign'. In the smart campaign, there is a 'change data value' flow step that updates the value of 'Acquisition Program' attribute to a new value. If this new value is added as '{{program.Name}}' in the flow step, and when navigating away from the campaign flow edit page and navigating back again to the same page, the 'Acquisition Program' attribute's new value will be blank. Environment Marketing Activities Change Data Value Acquisition Program Token Solution Use text instead of token to update 'Acquisition Program' value. In the above example, use 'Sales Acquisition Campaign' as the new value in the flow step instead of using token '{{program.Name}}'. Root Cause Marketo does not support use of tokens to update 'Acquisition Program' attribute.
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Summary Smart campaign utilizing the 'Fills Out Facebook Lead Ads Form' trigger does not generate any results for people created as a result of filling out a Facebook Lead Ads form. Issue Smart campaigns utilizing the 'Fills Out Facebook Lead Ads Form' Trigger does not trigger for people created as a result of filling out a Facebook Lead Ads form. Solution If you have Workspaces and Partitions set up on your instance, it is important to remember that people created in the database as a result of filling out Facebook Lead Ads form, will be automatically created in your Default partition per design.  In a scenario where a trigger campaign is hosted under a workspace that does not have the appropriate visibility to your default partition - the person filling out the Facebook Lead Ad form would not be triggering the campaign.    Solution Make sure your trigger campaign lives under workspace which has visibility over the default person partition. To check the workspace configuration go to Admin > Workspaces & Partitions and make sure your default partition is assigned to the workspace where your trigger campaign lives under.  Root Cause New people which are being created in Marketo as a result of filling out a Facebook Lead Ads Form will be created by default in the Default lead partition. Environment Customers who have Workspaces and Partitions set up in their instance. Customers who have set up the Facebook Lead Ads integration and have utilized the  'Fills Out Facebook Lead Ads Form' Trigger
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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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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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