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Summary The customer wants to know if a nurture email was not sent to a recipient due to communication limit, then will it be sent in the next cast, or that email will not be sent again? Issue Individual(s) were supposed to get an email from a Nurture (Engagement) Program cast but failed to receive the email due to hitting the communication limits set in the instance. Do you need to manually send the email to the individual(s) via a separate Smart Campaign or will it be sent, automatically, on the subsequent cast for the Nurture Program? Environment Marketing Activities Nurture Programs Engagement Programs Admin Communication Limits   Solution You don't need to act on these scenarios as the individual(s) impacted by the Communication Limits will be sent the applicable email in the next cast for the Nurture Program. The only reason that the individual wouldn't be sent the email in the subsequent cast for the Nurture Program would be if the person would hit their Comm Limit again. Should that happen, you might want to review your Communication Limits settings or review the individual(s) impacted and see why they keep hitting the Comm Limits. Reference: How Do Communication Limits Work? - Marketing Nation (marketo.com) Root Cause Communication Limits being hit during Nurture Program cast execution
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Issue You have a Batch Campaign or Email Program setup where the amount of people qualified is more than what's listed under the Smart Campaign Person Restrictions limit (for more context, see Enabling Person Restrictions for Smart Campaigns). Within that same program or campaign, you calculate that between the number of qualified people reduced by how many are blocked from processing puts the total count of records below the Person Restrictions for the instance. Would the campaign or email program still execute and process the appropriate leads that aren't blocked or does Marketo solely look at qualified members to determine if that's more than allowed based on Person Restrictions? Environment Admin Marketing Activities Marketo Scheduling Solution Yes, the campaign will still run as expected. Both Email Programs and Smart Campaigns effectively disqualify non-marketable people before processing records towards the Campaign Processing limit. Example: Your instance is setup to limit campaigns from processing more than 500k records in a given Smart Campaign. If you have 600k qualified for your Smart List (Audience) but 200k of the records are blocked, the campaign will still run as only 400k marketable people qualify to actually get processed through the campaign. Blocked records don't get processed through the campaign execution and, therefore, don't add or contribute to campaign processing limits.
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Issue Field values updated in Marketo do not sync to SFDC when the record exists as a Contact.  Environment Marketo - CRM Native contact Sync Solution The issue is caused by the interaction of the Block Field Updates with the conflict resolution rules for Contacts described here.  The Block Field Updates will prevent Marketo from writing values from Salesforce into Marketo, but it does not prevent the sync from attempting to sync those values. If a field has Block Field Updates enabled to prevent updates from SFDC and that fields gets updated in both Marketo and Salesforce at the same time, Marketo will attempt to use our conflict resolutions rules to allow the update from SFDC to override the Marketo updated.  The Block Field Update prevents this from occurring which leaves the records stuck unable to update the value in either system. To resolve the issue for the specific records, the Block Field Updates setting must be removed for the specific values to allow the values from Salesforce to sync down. Then the feature can be re-enabled. To prevent recurrences of the issue in the future, Users and processes in Salesforce must be prevented from editing those values to prevent a conflict from occurring. 
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Summary Marketo Form Does Not Appear on a Landing Page Issue Marketo Form embedded on a Landing Page and the Form does not load.  Environment Marketo Solution If you are able to reproduce the behavior in a Private Browsing window using Firefox, then issue is most likely caused by the embed being used. Examine the embed code on the page and ensure that the Form is loading using your instance's Landing Page Domain.  For example you may see your embed code formatted as   <script src="//app-sj01.marketo.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//app-sj01.marketo.com", "123-ABC-456", 1);</script> It instead it should look like  <script src="//123-ABC-456.mktoweb.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//123-ABC-456.mktoweb.com", "123-ABC-456", 1);</script> Once the embed code has been updated, load the page again and the Form should now appear.     Root Cause Firefox released a privacy update that blocks loading of certain elements directly from the marketo.com domain. This prevents Marketo Forms from loading when they point to a source of marketo.com. Updated the embed code to use your Landing Page Domain allows the form to load correctly. 
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Summary Adding Webinars from Additional Users Issue After setting up the Marketo/Zoom integration and attempting to connect a Webinar to an Event Program, you may see the message "This Account has no Webinars" or certain webinars may be missing as an option.  Environment Zoom/Marketo Solution When setting up the Marketo/Zoom integration an Admin user must be connected to the Launchpoint integration. By default, only webinars created directly by this Zoom user will appear as options. If other users have shared webinars with this admin, additional steps must be taken to make them visible in Marketo. In this article you will find the steps to add additional Zoom users to the Marketo integration configuration. Once those users have been added, webinars they own will be available as options in Marketo. Webinars owned by users not added with the instructions above will not be available in Marketo.   
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  Marketo now fully supports responsive landing pages, we call the new style a "Guided Landing Page". A Guided Landing Page is one that is capable of dynamically resizing itself for different window sizes and devices. If you’ve used the Marketo interface to set up an Email Template and an Email, the basic concept of setting up a responsive template and landing page will feel pretty familiar.   First you have to define a template that contains the editable areas of the landing page, once that is completed you use that template to build the landing page. Unlike the Email editor however, constructing and altering a responsive landing page template will require a minor amount of HTML knowledge.   If you are not comfortable in HTML and do not have an HTML developer available to assist you, Marketo’s services team can help! You can reach them at services@marketo.com   To get started, first visit our Template Library for Guided Landing Page Templates located here: https://docs.marketo.com/display/public/DOCS/Guided+Landing+Page+Templates;jsessionid=5D71353C1CBF708DEC3DAB1588E78B4F     Select the template you’d like to use, right click the link and select “Save Link As” to download the HTML code.   Once the template is saved locally on your computer, go to where it’s saved and open it in the text editor of your choice. What you’ll see is a whole bunch of HTML:     In your text editor, use CTRL-A to select all and CTRL-C to copy it to the clip-board. (On a Mac this is Command-A and Command-C) then log on to your Marketo instance.   In your Marketo instance, go to the Design Studio and select “New Landing Page Template”     In the New Landing Page Template window, assign your template a folder and a name, then make sure the editing mode is “Guided”. The “Free-form” mode is for the non-responsive templates that we had before. Click “Create”!     Now we’re ready to replace the sample template code with the code you downloaded from the Template Library.   CTRL-A (Command-A on a Mac) will select the starter code and CTRL-V (Command-V) will paste the template code right over the top of the existing code. The template will save itself automatically when finished.     Now that the template is ready to go, we’re ready to see it in action!   Using a Marketo Guided Landing Page Template:   Now that we have a template created, we’re ready to start using it. Close the template tab where the code is and go back to the Design Studio.   Select the template you just created and approve it.     Once the template is approved, you can use it to create a landing page. In the new landing page window, assign a folder and a name and select the template you just created. Click “Create”!   You can always identify which templates are responsive and which are not by looking for a little window icon on the right hand side. If the window icon is present then that template was created using the new Guided editor and is fully responsive. If the window is not present, then that template was created using the old editor and it’s NOT responsive. You cannot automatically convert an old non-responsive template to a new one.   Congratulations! Your new responsive template is ready to use!   Please see our documentation here on how to edit a Guided Landing Page:   https://docs.marketo.com/pages/releaseview.action?pageId=7515306      
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Issue Issue Description If a page is not loading in your browser for Marketo, this can sometimes be due to network related issues. We can help troubleshoot by using a HAR file from the browser to see network traffic.   Solution Issue Resolution Instructions to generate a HAR file broken down by browser version: Chrome In Chrome, go to the page within Marketo where you are experiencing trouble. At the top-right of your browser window, click the Chrome menu (⋮). Select Tools > Developer Tools. The Developer Tools window opens as a docked panel at the side or bottom of Chrome. Click the Network tab. Select Preserve log. You will see a red circle at the top left of the Network tab. This means the capture has started. If the circle is black, click the black circle to start recording activity in your browser. Refresh the page and reproduce the problem while the capture is running. After you successfully reproduce the issue, right click on any row of the activity pane in the Network and click Save as HAR with Content. Save the HAR file. Select the Console tab. Right-click anywhere in the console and select "Save as...". Name the log file Chrome-console.log. Send both files as shared links in a reply to your case. Firefox In Firefox, go to the page within Marketo where you are experiencing trouble. Click the Firefox menu (Three horizontal parallel lines) at the top-right of your browser window. Select Web Developer > Network. The Developer Tools window opens as a docked panel at the side or bottom of Firefox. Click the Network tab. Select Persist logs. After you successfully reproduce the issue, right-click any row and select Save all as HAR. Firefox typically takes a few seconds to prepare the download. A slight delay on this step is normal. Select the Console tab. Right-click any row and select Select all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case. Safari In Safari, go to the page within Marketo where you are experiencing trouble. In the menu bar at the top, click Develop and select Show Web Inspector. Click Preserve Log. Click the Console tab and select Preserve Log. Go back to the Network tab. Refresh the page and reproduce the problem while the capture is running. Once you have reproduced the issue, select Export. Save the HAR file. Click the Console tab. Right-click any row and select Select all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case. Internet Explorer 11 (IE 11) In Internet Explorer, go to the page within Marketo where you are experiencing trouble. Click the gear icon in the top right. Select F12 Developer Tools. Click the Network tab Clear the Clear entries on navigate option, which is selected by default. The icon looks like blue arrow with a red X. The green play button (Start Profiling Session), should be selected by default. This means the capture function is running. Refresh the the page and reproduce the problem while the capture function is running. Once you have reproduced the issue, click the Export as HAR icon. The icon looks like a floppy disk. Click the Console tab. Right-click any row and select Copy all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case.
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Issue When attempting to access Marketo Sales Insight within Salesforce, you may receive the error "Marketo Sales Insight is not Enabled".  Environment Marketo Sales Insight Solution To resolve the error follow the steps documented here  to reenter your credentials for Marketo Sales Insight. Once the credentials have been entered and saved, Marketo Sales Insight will become accessible.   
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Issue When using the [mktorest.com/rest/asset/v1/emailTemplates.json] end-point to pull all Email templates, the COUNT is much less than what is shown in Marketo's Design Studio Global Search.   Solution This is the expected behavior. When viewing the total count of Email templates in the Design Studio UI, it will count EACH shared template that is shared across other workspaces, counting the same template multiple times depending on how many workspaces it's shared to. However, when retrieving the Email Templates from the REST API, it will only return DISTINCT Email Template ID's from the originating shared workspace where the template resides. It will not return the templates from the shared workspaces. Root Cause REST API Expected Behavior
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Issue You may notice this permission error "You do not have sufficient privileges to perform this action" when previewing an email even though the user role has permission to access the emails. Solution This can happen when the user role didn't have any access to the lead database as shown in the picture. This is a article attached image The user role needs the top-level access to the Lead Database(1 of 15). This is because the email previewer allows one to view the asset as if you were a specific lead, but if you can't see the leads, then the error will trigger. To fix this issue, you would need to provide the user role with top-level access to the lead database.        
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Issue When using the Merge Lead(s) REST API end-point and merging multiple leads, which field values would be copied to the winning record? In the below example, the winning lead record has a blank value for Job Title. When merging all 4 leads, which field value will get copied to the winning record from the list of losing records?  This is a article attached image Solution The field values that will be injected to the winning lead record are directly impacted by the order of leadID's in the Lead array parameter of the call, where the FIRST leadID listed in the parameter array will be the winning value IF the field on the winning Lead record is blank.  URL Example {{baseUrl}}/rest/v1/leads/4231/merge.json?leadIds=2232,1323,1455 RESULT  Based on the above excel chart, LeadID 4231 (Winner) would have their Job Title field updated = 'electrician'. URL Example #2 {{baseUrl}}/rest/v1/leads/4231/merge.json?leadIds=1323,1455,2232 RESULT Based on the above excel chart, LeadID 4231 (Winner) would have their Job Title field updated = blank/empty.   Root Cause This is the expected behavior when merging multiple leads via the REST API Merge Leads end-point.  
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Summary When renaming a field in a CRM Custom/Entity it does not reflect the change in the constraint of filters/triggers/ Issue I renamed a field in my CRM Custom Entity/Object (MSD/SFDC) and I refreshed the schema. I can see the field name change reflected in the CRM Custom Entity/Object, but when I look for the field in constraint for filter/trigger I only see the old name. Environment Smart List Solution The workaround is that the customer can create a new field on the SFDC side and copy all the values from the old field to the new one. Then, this field can be used in smartlist filters. Old field can be disabled after that. Root Cause We are not propagating field name changes from SDFC to Marketo.
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Summary Learn how to troubleshoot the REST API Error: read ECONNRESET. Issue You are getting the following HTTP error when attempting to call the associated REST API.  REST API Error: read ECONNRESET Cause This error might occur because of issues on the local network or HTTP client config. Here are some possible causes of this error. HTTP Client Configuration Issues: The error may occur due to incorrect, incomplete, or incompatible settings in your HTTP client. To align your HTTP client settings with the Marketo REST API requirements, you should review and update your HTTP client settings. Proxy Server or Configuration Problems: If you use a proxy server, its configuration may result in an HTTP error. Verify your proxy server settings and consult your network administrator for accurate configuration if necessary. Faulty Network Equipment: Issues with hardware such as switches and routers, particularly if they are malfunctioning or improperly configured, can cause the problem. You should investigate the status and settings of your networking devices to determine if this is the issue.     Solution To resolve this issue: Review and adjust your HTTP client's configuration to match the Marketo REST API specifications. Check your proxy server settings and consult your network administrator if needed. Examine network equipment for faults or incorrect configurations.
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By default exported reports are limited to 100 rows but it can be changed by navigating to 'User Settings' > “Number of Rows in Excel Export”   The maximum number allowed is 10,000 rows    
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Issue When using the GET Activities API with a specific list Id in the parameter, the response will get all the specified activities from other assets as well. This is the endpoint for this article.     Solution Instead of using list Id (listId) as a parameter, change that to asset Ids (assetId) in the API call. The Asset ID (assetId) is the Id of the primary asset for an activity. Then, the response will narrow down the activities associated to the primary asset by looking up the Id during the call.
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Issue Issue Description Velocity scripted tokens are not displaying the default value in the asset if the information required for the token is not in the database.     Solution Issue Resolution Email Script tokens are not designed to work with the {{my.token:default=Some Value}} syntax, which is for simple tokens. Rather, you must output the default value within the code (using #if/#else, $display.alt or any other conditions) then include just {{my.token}} in the email. Examples can be found here: https://developers.marketo.com/email-scripting/
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Summary New checkbox for query parameters available when adding new content or editing current content. Issue You were previously unable to specify query parameters for predictive content, and query parameters were not used when adding new content, editing current content, and reporting on URL clicks.  Autodiscovery works by adding a new URL to the DB, and later on, clicking counts are accumulated against the newly found asset. The asset is determined based on the URL (and there, it previously didn't account for anything that followed the ? in the URL. The same was used as a validation when a user added new content. The rule to determine this part of the URL, minus the query parameters, was a requirement back then and was taken into account during design.   Solution As you add predictive content from the predictive content page, you need to have the checkbox on this page to allow the user to decide whether they want to include/exclude the query parameters while adding it. The same thing should be followed for editing predictive content as well. Engineering built a nuanced approach that provided flexibility to include or exclude query patterns in determining a unique URL and added a feature to include query parameters when manually creating a piece of content. It should rightly identify the right asset to record clicks/views against as well. 
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Issue A lead skips the send email flow step, but processes through the other flow steps. In the results tab and in the lead activity log there is no mention of the email step.   Example:     Solution If your lead record is blocked from receiving emails, Marketo will not send an email to that lead. If an email is not sent, there will not be a record in the activity log for the lead record or in the results tab of the smart campaign, but the lead will still go through the other steps as normal.  
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Issue Lead was created but does not appear in the expected Workspace in the Lead Database.   Solution Check if there are any assignment rules that the lead may have qualified for a lead partition associated to another Workspace (e.g. Workspace B) https://docs.marketo.com/display/public/DOCS/Assigning+Person+Partitions+with+Assignment+Rules Check the lead's activity log to see if the lead's partition was changed after it was created to another partition associated to another Workspace (i.e. single flow action or via a smart campaign)  
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Summary Learn how to resolve issues with uploading SVG files to Marketo. Issue You are not able to upload Scalable Vector Graphics (SVG) files to Marketo. You are encountering errors during the upload process or facing issues with improper display in browsers after uploading.  Cause: The root cause behind such issues is often Marketo's security checks, which may reject certain properties of SVG files. This can lead to conflicts between what Marketo accepts and what browsers can display.   Solution To address SVG files not being accepted or displayed correctly in Marketo, try the following steps: 1. Change File Extension to .xml: Instead of saving the file with a .svg extension, save it as a .xml file. This will change the server MIME type and allow it to be uploaded to Marketo. Example: If your file is named "example.svg," rename it to "example.xml" before uploading it to Marketo. 2. Remove Unwanted Properties: If the SVG file contains additional properties or namespaces causing rejection by Marketo, removing them can resolve the issue. For instance, the xlink namespace, if present at the top of the SVG file, may lead to rejection by Marketo. Exercise caution not to remove essential properties, as this could result in errors when attempting to display the file in a browser. Example: If your SVG file has the following line: xml xmlns:xlink="http://www.w3.org/1999/xlink"    Remove this line from the SVG file's code using a text editor.   When saving SVG files from applications like Adobe Illustrator, changing the file extension or manually editing the code may be challenging. However, using any file explorer, you can easily change the file extension to .xml. Code editing can be performed using a text editor to manually remove unwanted properties. Always back up the original SVG file before making any changes to prevent permanent data loss. By following these steps, you should be able to successfully upload SVG files to Marketo and ensure proper display in browsers.
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