Knowledgebase

Sort by:
The Marketo users at your organization have created several special campaigns for your leads and contacts.  Typical examples include sending someone a whitepaper about a new product or mailing a series of nurturing emails for people not ready for sales. To add a lead or contact to one of these campaigns, go to that person's detail page and find the Actions menu in the Marketo Sales Insight section.  Pick Add to Marketo Campaign and click Go:     You can also select leads in your list and search views if you've added the Add to Marketo Campaign button to those views.    You can add 200 leads at once this way:     After picking the leads, you'll see a list of potential campaigns; below the selected campaign is a brief description provided by your marketing team.    Pick the campaign for this person in the Campaign Name pulldown, then click Finish:      
View full article
When Marketing Suspended is checked in a lead's record, it will prevent any non-operational email from being sent by Marketo, including the emails sent from Marketo Sales Insight in Salesforce, which are routed through the Marketo infrastructure.   Sales Insight for Outlook or Gmail emails however, are not sent via Marketo. They are sent by the mailserver to which the client is connected; ie Google mail servers or Microsoft Exchange Servers, and are not under Marketo's control.           
View full article
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
View full article
Issue Issue Description Unable to send Operational Email via Marketo Sales Insight in Salesforce when the lead is flagged as unsubscribed.     Solution Issue Resolution Check the settings for your Sales Emails in Admin > Sales Insights.  You may have them set to "Respect Unsubscribe Settings." If you wish for MSI to respect the operational email flag this will need to be changed to "Ignore Unsubscribe Settings" for Operational Emails.   Who This Solution Applies To Customers using Marketo Sales Insight
View full article
Issue Issue Description Windows Outlook users who use the Marketo Sales Connect plugin might have noticed that emails don't send as fast as they usually do. Unfortunately it takes a little longer than usual on this particular platform due to a recent MSC plugin update. We are working on a long-term fix for this subset of customers, but in the meantime you can use the following workarounds:    Solution Issue Resolution If you switch Outlook to, "Online Mode" (as opposed to Cached Exchange Mode) this will decrease the total sending time. You can follow this document in order to turn off Cached Exchange Mode. If you would like to learn more about the differences between Online Mode and Cached Exchange Mode, you can read more here.  Alternatively, you can also use the Web version or Mac version of Outlook to address this issue. Who This Solution Applies To Windows Outlook users who utilize the Marketo Sales Connect plugin.
View full article
Issue Email filtering can prevent the delivery of the invitation email to the Sales Insight Outlook Plug-in, preventing end users from being able to activate the plug-in.     Solution This can be remediated by white-listing the trusted IP range from the following document: https://docs.marketo.com/display/public/DOCS/Setup+Steps#SetupSteps-AskITtoConfigureProtocols The email invitation return path is determined by the Marketo user who is inviting in the instance. So if there is a restriction on the domain that the email can be sent from you can adjust this by creating a dummy user with a username with the a domain that would qualify for IT restrictions.  Then log in as the dummy user and send the invitation. It will have the dummy address in the From line.        
View full article
Issue When sending an email from Sales Insight it looks as though it has been sent as expected, but the person to whom the email was addressed never received the message, nor can it be found via the Was Sent Sales Email filter in a Smart Campaign.     Solution Sales Insight for SFDC will not send to people who have a status of Email Invalid, Marketing Suspended or are Unsubscribed. Please validate that the person you are trying to send to does not have these statuses. As well, Sales Insight emails can be sent to groups up to 200 people.  Any more and your send will not process. If the person's statuses are as expected and the group was less than 200 people, please contact Marketo Support to troubleshoot further. Note: The Sales Insight plugins for Outlook and Gmail will send emails to leads regardless of Unsubscribed, Email Invalid, or Marketing Suspended status.  
View full article