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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 8310 7646  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.
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Issue You are experiencing slow processing of campaigns, smart lists, and reports.     Solution There are three key components that can slow down an instance: Number of trigger campaigns: Trigger campaigns are always on, always listening.  If there are 50 campaigns triggering at the same time, all the 50 triggers will be in queue, slowing down your processing and routing inside Marketo. Solution: Reduce the number of Triggers. Convert some of the triggers to batches: Batches also run all the flow steps for every lead at once, instead of serially, which reduces total processing time.   Complexity of smart lists: The more complex a smart list, the harder it is for the system to figure it out, which increases backend processing and even creates campaign failures from timeouts. Solution: Reduce the number of nested smart lists called in a smart list. Whenever you ask Marketo to call another Smart List, it has to wait until all of the other smart lists finish, before putting together the final counts. Instead of Marketo looking for the list and running it, just put the filters in the trigger itself.   Volume of Leads: With regular cleaning and good systems design, it is fairly easy to keep your system running fast. Reduce the number of leads that can flow through with filters. Clean up the inactive leads at regular intervals.    
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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 You may experience this error when we create campaigns in SFDC using Marketo Campaign sync through a program.     Solution The error that we are receiving indicates that the User Profile that Marketo uses to log into Salesforce doesn't have permissions inside of SFDC to create campaigns. To test this, log into Salesforce using the Marketo sync credentials and try to create an SFDC campaign.  If you are unable to do so, then Marketo cannot create campaigns via the sync.  You would need to work with your SFDC Admin to grant the Marketo sync user permission to create campaigns in SFDC. If still there is an error, please contact the Salesforce support team, since this error is coming from Salesforce.  
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Issue You want to edit a campaign flow after initiating the run, but there are already members running through the flow in the wait steps. Solution Generally speaking, it is best to not edit the flow of a campaign after activating/initiating. Example: Let's say that a particular campaign has 3 flow steps: Change program status Wait 2 days Send email And you would like to add a new step in between 1&2, so the new flow would be Change program status Change score Wait 2 days Send email If you add a new Flow step above a wait step, the wait step shifts down. However, currently there are leads waiting the designated 2 days (Flow step #2). (It's helpful to think about wait steps like buckets. Once a lead enters the flow step, the wait duration is calculated, and the lead waits there in that flow step bucket for that amount of time.)   If the campaign was initiated, and a lead entered Flow step #2 and began waiting 2 days, and then you add an additional step above, the Wait 2 days becomes Flow step #3. Now when the leads are done waiting 2 days in Flow Step #2 bucket, then they exit and progress to #3. Even though the actual wait step shifts from #2 to #3, the lead records are still in Step #2 bucket, and they do not shift from #2 to #3, meaning they are now waiting an additional 2 days.   Solution: The solution here is to create a new campaign with the desired flow steps for the same membership (same Smart List), and then run a "Remove from Flow" single action by clicking the following in the old campaign (the one you wanted to edit):   View Campaign Members > Select All > Person Actions > Special > Remove from Flow. In the Run Action dialog box, click on "is" and change to "this campaign". Click "Run Now". After removing these members, they will not progress further into the old campaign flow, and now the new campaign is ready to be activated/initiated.    
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Marketo Support's Mission is: To provide fast and friendly world-class support through creative, flexible solutions to empower Marketo Automation Software success.   Areas of Responsibility: Technical Support Engineers (TSEs) are your initial point of contact for any technical questions or concerns. TSEs are responsible for troubleshooting issues within your Marketo instance and common include:   My Marketo Marketing Activities Design Studio Lead Database Analytics Revenue Explorer (RCA/RCE) Calendar Deliverability Tools Search Engine Optimization (SEO) Web Personalization (RTP) Admin Community   Our TSEs are not web developers and as a result they are unable to troubleshoot most types of custom coding (ie. HTML, JavaScript, XML, etc.). Our support team is able to help with the following types of non-custom code:    Simple Munchkin Code Asynchronous Munchkin Code Asynchronous jQuery Munchkin Code SOAP API REST API   Our TSEs are here to assist you and our support commitment to our customers is to always work towards providing an above and beyond support experience.   Note: Our team is not against looking at custom code and, based on the subject matter expertise, our TSEs might be able to offer suggestions and recommendations, but we do want to make it clear that they are not responsible for fixing or updating any custom code that has been implemented.   Response Time   Our TSEs are bound to responding to your cases and issues within the Service Level Agreements from your account's level of support services.  We track response milestones to ensure that your cases are being handled in a timely manner as dictated by our agreed to Service Level Targets.
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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 Will custom settings, such as Launchpoint integrations, API configurations and SFDC sync settings, remain in place when doing an instance copy, or will they be overwritten?     Environment Non-Microsoft Dynamics integrated Instance Solution All permanent configuration settings which can be done to a Marketo instance are reset to the default values or settings in the destination instance. Everything is copied except for the below list: Lead Database and activity history are not copied CRM configuration is reset on the destination instance. Users are not copied. CRM Field Mappings are removed in the destination instance except for standard mappings, and must be set during the Field Mapping Stage of CRM sync initialization. RCA information is not copied. Program subscriptions are not copied. Campaign History is not Copied. CNAMES for Email links and LPs are not copied. All Account-string based properties are modified accordingly. Munchkin ID of the destination instance is preserved. Sales Insight Admin Configuration is Reset. Outlook licenses are not copied. All pre-existing data on the destination instance will be destroyed. Asset IDs for emails, landing pages, and programs will match Launchpoint and API integrations are not copied   If data may exist on the destination instance prior to the copy process, this may require that you work with your Success Manager to obtain a replacement instance for the copy to be completed. NOTE* This process is not applicable to customers utilizing the native Microsoft Dynamics integration.
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Issue Description How to view email opens and their time of activity per recipient? Issue Resolution Generally, the date/time stamps on email opens by recipient can be retrieved via the results tab of a smart campaign. If the emails were sent via an email program, go into the Control Panel and click the View Results link in the Audience pane. The other ways to get the activities and time by recepient is to: 1.) Create a smart list to find all leads that have opened the specified email and inspect each activity log https://docs.marketo.com/display/public/DOCS/Locate+the+Activity+Log+for+a+Person https://docs.marketo.com/display/public/DOCS/Filter+Activity+Types+in+the+Activity+Log+of+a+Person OR 2.) Use the activities REST API http://developers.marketo.com/rest-api/lead-database/activities/ http://developers.marketo.com/blog/get-activity-data-via-the-rest-api/ http://developers.marketo.com/blog/retrieve-activities-for-a-single-lead-using-rest-api/ http://developers.marketo.com/blog/polling-for-activities-using-rest-api/
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Issue You made an A/B Test within an Email Program, and now when you are in a Smart List or Smart Campaign and are attempting to set up a filter (such as Opened Email), you are unable to locate the A/B test email asset in order to select it. Solution When an A/B test is made in an Email Program, the Program must be approved in order for the email to be located by other assets (Smart Lists/Smart Campaigns.) When the Program is approved, the email asset name will be changed to whatever kind of A/B test is used, and will be available for reference in other assets. For example: [program name].Subject Line Test; or [program name].Whole Email Test
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Issue Description The exact distinction between the "Email Bounces" and "Email Bounces Soft" filter and trigger is unclear. Issue Resolution The “Email Bounces” trigger or filter will look only at hard bounces, where Marketo received a definitive "No" from the target server. The “Email Bounces Soft” trigger or filter only looks at soft bounces, which occur when we are unable to deliver the email, but did not receive a rejection from the target server. You can use both filters with "OR" logic in order to look at all bounces.
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Issue If your Smart Lists are processing slowly, you may be able to speed them up using Segmentations for exclusion lists.     Solution Many companies maintain email exclusion lists based on a number of criteria. In Marketo, these are often set up using Smart Lists that are then referenced in "Member of Smart List" filters. However, Smart Lists that reference other Smart Lists can be slow to resolve. Using a Segmentation for your exclusion lists instead of Smart Lists can help your campaigns and programs run more efficiently. Instructions for setting up Segmentations can be found here: Create a Segmentatio.  You can then use the Segmentation filters in your Smart List rather than the "Member of Smart List" filters: Use Segment Filters in a Smart List.
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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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Technically, you cannot move records backwards in a progression status.  The only so called “backward” status that you can change the record to is a progression status of “Not In Program”; however, doing this removes them from the membership of the program.  If you do this procedure, this will allow you to re-add them with a different status.   We mentioned technically this cannot be done but logically, there is another method that allows you to juggle the record’s progression status but in a more lateral movement with what appears to be in a “backward” state.  This is all dependent on how you have your channel steps configured.  To access your channel steps, please do the following:   Choose Admin Choose Tags Click the + next to Channel Locate the channel you wish to configure and highlight it Click the drop-down menu towards the top of Tag Actions, and select Edit   You should now see a pop-up window that allows you to configure the status steps for that channel like the following example:   This is a article attached image     If you configure statuses that have the same step number, this will allow you to move the record in a lateral movement which, in a sense, is somewhat like a backward progression but it really isn't.  With the example screen capture, I can do a change in progression status of “Invited” to “Attended Show” and vice-versa because the step is with an identical number. If I wanted to change in progression status of “Invited” to “Engaged” and back, it will not work because the step value is not identical. You can reference more information about this in the Create a Program Channel article.
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Issue Description Using a token in the Smart List of a Campaign yields unexpected results, an error, or the campaign to not trigger.  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 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 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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Question: My campaign seems to be delayed, what is going on? Answer: You may have multiple campaigns running and some of them are queued. You can use the Campaign Queue to get an overview of all running and queued campaigns in your instance of Marketo. If there is a campaign backlog you can check the priority of the delayed campaigns and the campaigns at the front of the campaign queue. High priority campaigns will always move to the front of the line, followed by medium priority and low priority campaigns. If there are too many high priority or medium priority campaigns running then you may see a longer delay with low priority campaigns since they will always move to the back of the queue. You may want to consider overriding the campaign priority of non urgent campaigns that are set to high priority to reduce the priority and make room for lower priority campaigns to run. It is not recommended to set a large number of campaigns to high priority as this does not improve the processing time of the campaigns, only the order in which they are run.      
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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 for your Marketo instance are unable to log into the instance. Solution Check your landing page URLs and email links. If these are also unavailable, your Marketo instance may have been shut off. Marketo Support can confirm whether your instance has been deactivated, but are not able to reactivate it.  In this situation, please contact your Marketo Account Representative to discuss the status of the instance and regaining access.        
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