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Issue You would like to export design studio assets (images and files) in bulk.    Solution Support doesn't have an option to export design studio assets (images and files). However, there is a third-party option with the help of a Scraper Chrome extension and Excel.  Because this is a third party product, Marketo support will not be able to assist you with this. This information is provided to assist you in finding outside resources.   Here's what you'll need Google Chrome Scraper Chrome Extension - Download Microsoft Excel ***With the developer tab enabled*** - Learn how to enable the developer tab here.   Step 1 Download and install the Scraper Chrome extension Step 2 Log into marketo and go into the design studio. Click on Images and Files to display your asset library Then click on this button to open your library in it's own window.     Step 3 With the new window open, right-click in the white space to the right of your list of assets and select "Scrape similar..."   Set the selector options in the scraper tool to the following and the click the "Scrape" button. You should see a list of all your asset file names on the right side of the scraper tool. Click on "Copy to clipboard" and paste the file names into column A in your spreadsheet. **Note the scraper will only copy the file names that are visible on that page so you will have to repeat the Scrape / Copy / Paste process for every page of assets that you have.**  Step 4 After you've successfully completed Step 3, tidy up your spreadsheet to remove all the cells that don't contain a file name. Step 5 In Excel we'll use a Concatenate function to prepend your marketo URL path to all of your file names.  Example: "http://info.yourdomain.com/rs/555-ABC-777/images/" In cell B1 type =CONCATENATE("insert your url path here", A1 then press ENTER. You should now see the complete URL path and file name. Example: "http://info.yourdomain.com/rs/555-ABC-777/images/header.jpg" Select cell B1 and click the little square handle in the bottom right corner of the cell and drag it down to the bottom of your list which will apply the formula to the rest of your list. Now select / copy (Ctrl+C) everything in column B, then right-click cell A1 and choose "Paste Values". Delete all contents from column B and you should be left with all of the URLs to all of your image assets in column A.   Step 6 Create a folder on your C: drive or somewhere on your computer that you want to save all of your assets from Marketo Example: "C:MyImages" Step 7 - This is where the magic happens In the Developer tab click on Visual Basic In the Visual Basic window navigate to Insert > New Module Write the following Macro script into the Module window.  **Be sure to replace all of the highlighted areas with the path to the folder you created in Step 6. **Also be sure to change the number circled in red with the total number of URLs in your spread sheet   Click File > Save, name your file and **be sure to change "Save as type" to Excel Macro-Enabled Workbook** and close out of Visual basic. Step 8 Go back to the developer tab in your spreadsheet and click on Macros   Select the Macro that you just created and click Run. If you typed the script correctly Excel will begin to download all of the files in your spread sheet to the folder that you specified and alert you when the download is complete.    
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  Overview Add Leads to Static Lists Use Custom Fields Overview Lead records have two primary components – lead attributes and activity logs. Lead attributes are the fields and field values within the lead record. For example, Job Title is a lead attribute. Lead Name is a lead attribute. Activity logs record the actions Marketo or the lead themselves have taken. For example, sending an email to a lead is an activity that would show in the activity log. If the lead opens the email or visits a tracked page, those activities would show in the activity log as well.   Activities in the activity log are only retained for 25 months, or 37 if you have purchased the premium data retention option. The main way to store activity data beyond the Data Retention Policy timeframe is to use the Bulk Extract API. There are two other ways you can keep a reference of these activities after the end of the Data Retention period, and they can be referenced within the Marketo UI. This article will show you how that can be done.     Add Leads to Static Lists Static lists will retain lead membership even if the activity of adding the lead to the list has been removed. This will let you have lists dedicated to specific criteria that would otherwise be removed after the data retention time period has been passed.   For example, Smart Campaign membership history is not retained after 25 months. If you are searching for members of a Smart Campaign, but a lead first became a member of the Smart Campaign more than 25 months ago, the search results would not include that lead.   An easy way to work around that is to add your leads to a static list as part of the flow of the campaign. When creating your Smart Campaign, create a new static list with the same corresponding name (makes it easier to identify later). When building the flow of your campaign, add the "Add to List" flow step so that all leads going through the campaign will be logged on the list.         Use Custom Fields Lead attributes and their field values are not affected by the Data Retention Policy. Use Smart Campaigns to populate custom fields with values based on activities your leads take. This will allow you to filter leads by these lead attributes that are not affected by the Data Retention Policy. A side benefit to this is that it is faster to search by lead attributes than by searching through lead activity logs.   Example: This approach can work for many different activities, but let’s use form fill outs as an example.   Let’s say you want to be able to identify leads who have been very active and have filled out more than 5 forms over their lifecycle. You could use the filter “Filled Out Form” with the “Min. Number of Times” constraint set to 5. However, if one of those forms filled out occurred more than 25 months ago, the filter would only be able to access 4 form fill activities in the activity log. Therefore, the lead would not pass the filter.   Instead of using the “Filled Out Form” filter, set up a Smart Campaign to write to custom fields that show you how many forms they’ve filled out, and when the first one was. Here’s how to do it:   1. Create two new custom fields in Marketo, one Score Field, and the second a Date Field.   2. Create a new Smart Campaign   3. Add the trigger “Fills Out Form” set to “is any” to the Campaign Smart List     4. Add these two Flow Steps to the Campaign Flow: Flow Step 1 : “Change Score” Score Field Name: your score field name Change: +1   Flow Step 2 : “Change Data Value” Add Choice to Flow Step Choice 1: If “your score field name”  “is empty” Attribute “your score field name” New Value: {{system.date}} Default Choice: Do Nothing       This campaign will listen for any time a lead fills out a form, add +1 to your score field, and if it’s the very first form they’ve ever filled out, it will log the date of when it was done. If the lead has ever filled out a form in the past, there will already be a date value in the date field, so the flow choice would just skip over it and do nothing.       Results You’ll See: With the original goal of identifying leads who have filled out more than 5 forms you’ll be able to filter for leads that have filled out at least 5 forms. In addition, this campaign will let you search for leads based on when they had filled out their very first form, regardless of how long ago it was. Since it’s stored in a lead field, it’s a lead attribute that is not affected by the Data Retention Policy at all.      
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Issue Leads in a GoToWebinar event program have a "registration error" status. Solution If this is affecting all new leads registering for the webinar:  This is caused by Marketo losing connection with the GoToWebinar service.  To resolve this Go to Admin > Launchpoint. Open the GoToWebinar service. Re-enter your GoToWebinar credentials. Once this is done, you can go back to the webinar program and change the status of the affected leads from "Registration Error" to "Registered." If this is affecting only specific leads registering for the webinar:  Check the name, email, company, and job title fields for any special characters. GoToWebinar often doesn't allow special characters and will throw an error. 
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Issue Best practices for avoiding corruption in cloned assets. Solution When cloning assets you should always clone from the original asset. Say that you have email A, and you clone that original email into version B, and then clone version B into C, and clone C into D, etc.  There is potential for asset corruption when clones are cloned repeatedly. It is best to clone the original rather than making clones of clones. When creating assets, whether they are individual assets like emails or complex assets like programs, set one as the master asset and clone all copies from the master.
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Issue Why is there a difference between the Exhausted Count displayed in an Engagement Program Stream vs. a smart list using the "member of engagement program stream is exhausted" filter? Solution To account for the difference in a smart list that is displaying a different number of people that have exhausted the content in a stream, in the smart list account for the other conditions the Exhausted Count uses: Engagement Program Cadence of "normal" - this can be included as a constraint on the "Member of Engagement Program" smart list filter The members were not blocked - this can be included in the smart list by using the smart list filters: member of smart list is not blocklisted, unsubscribed = false, marketing suspended = false, email address is not empty and/or email invalid is false. Have not exceeded the communication limit at the last nurture cast - there is no specific smart list filter for this, so it will need to be manually checked in a lead's activity log. Root Cause The Exhausted Count represents the latest exhausted number after the last run/cast. It has other conditions like the nurture cadence of a member should be "Normal", and the member was not blocked or have not exceeded the communication limit at the last nurture cast. If the smart list is configured as follows, then it will display a different number as it does not account for the engagement program cadence of 'Normal' and if a member is not blocked and has not exceeded the communication limit at the last nurture cast. #1: Member of Engagement Program is any Exhausted Content is true Program is [Program Name] Stream is [Stream Name] Environment Engagement Program Exhausted Content Smart List
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  To increase the security and privacy of our customer data, Marketo Support has introduced the option for our customers to tell us whether they allow Marketo Support Staff and our authorized representatives to access their instance while troubleshooting support cases. PLEASE NOTE denying or delaying approval for Marketo Support Staff to access the instance might prevent us from fully investigating the issue raised in the support case, and can result in extended resolution times or the inability to fully resolve the reported issue.   Authorized Support Admin The Authorized Support Admin can set the remote access permissions for the entire instance by navigating to the ‘Manage Remote Access’ option in the Support Portal. This selection applies to cases raised under the entitlement by either the Authorized Support Admin or Authorized Support Users. This is a article attached image The options that are available are: All Cases: By default, Marketo Support Staff can access the instance for all cases raised under the entitlement. When a case is raised, this selection can still be changed during the case creation process. Approval Needed: By default, Marketo Support Staff are denied access to the instance for any new case raised under the entitlement. When a case is raised, this selection can still be changed during the case creation process. Never: Marketo Support Staff are denied access to the instance for any new case raised under this entitlement. This cannot be changed during the case creation process without explicit permission from the Support Admin.   This is a article attached image     Authorized Support Users Authorized Support Users can set the remote access permissions on a per case basis during the case creation process. Allowed: Marketo Support Staff can access the instance for the life of the case for troubleshooting purposes. Denied:   Marketo Support Staff are not allowed to access the instance at any time while this setting remains in place. If the Authorized Support Admin has opted to Never allow remote access, the permission on the case will be set to Denied and cannot be changed by an Authorized Support User. This is a article attached image   Getting Permission In the case where Marketo Support staff require access to an instance, and the remote access permission is denied for the case, the support engineer may request permission to be allowed access. There are two options to have access granted. Option 1: Granting Permission via the Support Portal Beginning in January 2021, the ability to allow/deny Marketo Technical Support access to your Marketo Instance can be managed on a specific case in the Case Detail page of the Support Portal. The "Remote Access Status" picklist field will display the current status of the case and can be updated. Please note that the ability to edit this field follows the same logic and rules as setting the account level permissions as detailed above. This is a article attached image Option 2: Granting Permission via Email Marketo's Support staff can send the Authorized Support Contact on the case (or the Support Admin, if the denial is at an account level) an email with a link that when clicked will update the case access level. This is a article attached image There will also be a comment on the case where this request is being made This is a article attached image If the access permission on the case is Denied, and the instance wide setting by the Authorized Support Admin is either All Cases or Approval Needed, both Authorized Support Users as well as the Authorized Support Admin can grant the engineer access for that case. If the access permission on the case is Denied, and the instance wide setting by the Authorized Support Admin is Never, only the Authorized Support Admin can grant us access for that case. After clicking the "Allow Access" link in the email received, you will be taken to a Thank You page and also another case comment will be added noting your approval for Marketo Support to access your instance for the duration of the support case. This is a article attached image This is a article attached image    
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Issue You want to set up a DKIM key on one of your domains or subdomains, but another service has a DKIM key already set up on the selector/domain combo.     Solution There are two approaches that can be taken here: The first is to get copies of the public and private key that are in use by the other service and provide that to our Support team. We will partner with our Deliverability team to work to process the request to have these keys copied into Marketo, so that both services use the same key.   The second option is to have a custom DKIM selector implemented. For example, there is already a DKIM key set up on m1._domainkey.unicorn.com. We can set up a key for m2._domainkey.unicorn.com or another custom value in place of m1. Let Support know what value you'd like to use for your custom selector and we will partner with our Deliverability team to implement the request. Afterwards, you'll be able to set up DKIM  as detailed in documentation: https://docs.marketo.com/display/public/DOCS/Set+up+a+Custom+DKIM+Signature Once the request has been submitted, please allow 3-5 business days for Marketo to process the request. Marketo's Support team will contact you when the request has been completed.
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These directions show you how to create a profile with access to Sales Insight while removing access for your other profiles.  These instructions assume you've already installed the Sales Insight AppExchange package.   Create a new profile If you have a dedicated profile for your Sales Insight users, you can skip this step.Otherwise, you should create a new one now.  Go to the Setup page and pick Administration Setup -> Manage Users -> Profiles in the menu.  Then click the New button at the top of the page:   Next, pick a profile to clone and give the new profile a name.  Click Save when you're done: Edit profile permissions Go back to your Profiles list.  For each profile, you'll need to edit it by clicking its Edit link: On the edit page, you'll need to change a few settings.  For profiles allowed access Sales Insight: In Custom App Settings check Marketo to make the Marketo app visible In Tab Settings, change the Marketo tabs to Default On In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config if the user should have access to the config settings For those that should not have access to Sales Insight: In Custom App Settings uncheck Marketo to hide the Marketo app In Tab Settings, change the Marketo tabs to Tab Hidden In Custom Object Permissions, uncheck Read, Create, Edit, and Delete on Marketo Sales Insight Config   Click Save when you're done with each one.   Changing views Next, you'll need to create a new view for your Sales Insight profile. These instructions describe how to set up the Lead page; repeat the steps to set up your Contact, Opportunity, and Account page layouts. Go to the Setup page, then pick App Setup -> Customize -> Leads -> Page Layouts and click the New button.   Clone your layout of choice and give the layout an appropriate name like Sales Insight Layout.  Click Save when you're done.   Follow the instructions in the Installation guide for configuring the lead detail page.Installing the Marketo Sales Insight AppExchange packageGo back to the Page Layouts section and click the Page Layout Assignment button.     Click Edit Assignment   Select your Sales Insight profile, then select your sales insight layout from the Page Layout to Use pulldown.Click Save when you're done.   Repeat these steps for your Contacts, Opportunities, and Accounts page layouts.   Other Changes   Here are some other places where Sales Insight items could appear.  You'll have to remove them outright since you can't use Profiles to limit access to them: Remove Sales Insight buttons from Search Layouts for Contacts, Leads, and Accounts Remove Sales Insight columns from Contact and Lead lists
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Included in this article   Overview Sync Filters for Existing SFDC Integrations Sync Filters for New SFDC Integrations Overview Many times it is necessary to prevent certain leads from syncing between Marketo and SFDC. There are a few different ways this can be done such as sharing rules on the SFDC side, but the most effective way is through a Marketo Custom Sync Filter.   A Custom Sync Filter uses a custom field to mark each lead record to indicate whether that lead is allowed to sync between Marketo and SFDC. Here’s how to get it set up!     Sync Filters for Existing SFDC Integrations   If you already have an SFDC integration in place but want to stop some already-synced leads from continuing to sync, this section will show you how to make that change.   1. Create a new custom field in Salesforce. The Marketo bi-directional sync will automatically identify the new custom field and map it between Marketo and Salesforce. The best field type to use is a Checkbox field within Salesforce and the field will need to be created on the Salesforce Object that needs to be filtered (i.e. Lead, Contact, or both). Once the field has been created in Marketo by the bi-directional sync, it will be listed under Admin > Field Management.   Note: A Custom Sync Filter field can also be created on the Account object to dictate whether an account is allowed to sync. This sync filter will be applied independently from the Lead/Contact sync filter.   2. Update the records in Salesforce with the corresponding value you need to indicate whether the record should sync or not. Sync filters can be set up in two ways—a True/Checked value can indicate that a record is allowed to sync, or a True/Checked value could indicate that a record is not allowed to sync. This choice is up to you.   3. The Custom Sync Filter can now be implemented. Contact Marketo Support and request a Custom Sync Filter be activated. Be sure you include the custom field name, which configuration you need (checked=sync vs checked=don’t sync) and also that all records have been populated with the correct values. Once it has been applied, you’re all done!     Sync Filters for New SFDC Integrations   If you are setting up a new SFDC integration with Marketo, you can set up the sync filter as part of the integration process. This will let you designate which leads and contacts are ever allowed to sync, but this must be done in the middle of the initial SFDC sync process.   1. Create a new custom field in SFDC. The best field type to use is a Checkbox field, and you’ll need to set it up with the same name on both the Lead and Contact objects. Note: A Custom Sync Filter field can also be created on the Account before the initial sync and it will be applied in the same way.   2. Update the records in Salesforce with the corresponding value you need to indicate whether the record should sync or not. Sync filters can be set up in two ways—a True/Checked value can indicate that a record is allowed to sync, or a True/Checked value could indicate that a record is not allowed to sync. This choice is up to you.   3. Begin your Salesforce Sync Setup but do not finish it . There are two sets of Salesforce Sync installations, one for Enterprise/Unlimited Edition, and the other for Professional Edition. For both Enterprise/Unlimited and Professional Edition versions, there are three documents that correspond to the three different steps: “Step 1 of 3”, “Step 2 of 3” and “Step 3 of 3”. For both versions, proceed through all steps of “Step 1 of 3” and “Step 2 of 3” completely. When you get to “Step 3 of 3”, you will only do the first half of the steps and then stop. Complete the sections “Retrieve Sync User Security Token” and “Set Sync User Credentials”, and then stop there. Do not proceed to start the sync.   4. This is when the sync filter needs to be implemented. Contact Marketo Support and request a Custom Sync Filter be activated. Be sure you include the custom field name, which configuration you need (checked=sync vs checked=don’t sync) and also note that all records have been populated with the correct values. Once it has been applied and the Marketo Support case is resolved, you’re done and can start your initial SDFC sync!
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Summary This method can be used when moving a CNAME from an old instance to a new instance. Often at times, when changing to a new instance, this question can come around, and ones would wonder how to do it or a solution on how to do it. This steps will show you the two phases which I will explain below. (Note: This would need to be done before the old instance deactivated) Issue A CNAME needs to be moved from an old instance to a new instance Solution NOTE: You cannot have the same CNAME in two different instances (Pointing to two instances, e.g. cname1.company.com pointing to instance1.mktoweb.com and instance2.mktoweb.com)   Key terms: CNAME 1 = Initial cname in the old instance CNAME 2 = Additional cname created in the old instance INSTANCE1 = Old instance (Instance Name) INSTANCE2 = New instance (Instance Name)   Phase 1 : --------------- 1. Create an additional CNAME (a replacement CNAME) which you would want to swap as the default in the second step. CNAME 1 > INSTANCE1 (Default) <Existing CNAME in the Marketo Admin > Landing Pages section> CNAME 2 > INSTANCE1 This would be the additional CNAME created for the replacement.   2. Swap the default with the replacement CNAME you just created in step 1 and set this CNAME1 as a domain alias in the old instance. CNAME 1 > INSTANCE1 A domain alias in the old instance. CNAME 2 > INSTANCE1 (Default)   —————————————————————————————————————————————————————————————————   Phase 2 : --------------- ** Transition might not be smooth during the cutover. 🙂 (The Landing page links might get some interruption during the cutover)   During the Cutover (Before the old instance deactivated) :  1. [Your Action] - To remove the CNAME1 which is a domain alias in the old instance (INSTANCE1)  2. [Your Action (IT Team)] - To create CNAME1 as a domain alias in the new instance (INSTANCE2).  ( During this time the link to old landing pages will be broken) 3. [You need to raise a support ticket to enable SSL for CNAME1 for the new instance (INSTANCE2).  If you have any questions, please contact Marketo Engage Support at https://support.marketo.com.   Environment Production/Sandbox
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Issue Description "Relative Score" and "Relative Urgency" values are not automatically updating in Marketo and CRM even when scores have changed on records.   Issue Resolution Resolve any configuration errors showing in the Sales Insight section of Admin.  Configuration errors between Sales Insight and your CRM can cause the relative scoring task to fail to update values of the "Relative Score" and "Relative Urgency" fields.   SFDC Configuration Instructions: https://docs.marketo.com/pages/releaseview.action?pageId=2360368    Microsoft Dynamics Configuration Instructions: https://docs.marketo.com/display/public/DOCS/MSI+for+Microsoft+Dynamics      Who This Solution Applies To Customers with Sales Insight   Is this article helpful ? YesNo  
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On the Schedule tab of a Smart Campaign, you'll see a count of the number of leads who are blocked from receiving emails:     Here are the reasons why your lead might be blocked from a mailing: Unsubscribed = True Email Invalid = True Marketing Suspended = True Blacklisted = True Email Address is empty Email suspended at in past 24 hours Leads that are blocked from mailings will run through the campaign's flow. However, these leads will be ignored any Send Email flow steps. They will execute all the other flow steps of the campaign. Note: If your Email is flagged as an Operational Email, Marketo will ignore the Unsubscribe and Marketing Suspended flags when running the Send Email step - but these leads will still count in the number blocked from mailings. Getting a list of all blocked leads First, set up a Smart List in your Lead Database to find all leads blocked from mailings as shown below. Make sure to set the list for ANY filter as highlighted below:   To find leads were blocked in a campaign you already ran, filter for leads in the Leads Blocked From Mailings list you just built and members of that campaign: To find leads will be blocked in a campaign you are going to run, filter for leads in the Leads Blocked From Mailings and re-create the Smart List for your campaign:    
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Issue When trying to create a new Engagement Program, you get an error stating that your instance has reached maximum number of active engagement programs.     Solution Due to engineering constraints and as well as to have better user experience, we have limited the total number of active Engagement Programs to 100. So you can create as many Engagement Programs as you want, but when you try to activate more than 100, you will get an error message that says “You have reached 100 Active Engagement Programs. Please deactivate some of your existing Engagement Programs to activate this program." The easiest way to see all your Engagement Programs is to use the filter on the navigation tree.  Click the filter icon and select Engagement Programs from the list. This will allow you to see which Engagement Programs are no longer needed so that you can deactivate them to make room for more.
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Included in this Article   Overview Troubleshooting Workflow Possible Outcomes Overview Sometimes your RTP Campaigns have problems and stop working suddenly. This can obviously cause trouble for your marketing efforts, so this doc will show you steps on how to troubleshoot those issues.     Troubleshooting Workflow 1. Check the campaign's last impression time stamp           a. Go to Campaigns page           b. Locate the relevant campaign and click the Impressions link to see people that viewed the RTP campaign (make sure the time scope corresponds to the right dates when the campaign was active )               c. When you see the lists of visitors that viewed the campaign, order by Latest and check for the Last / most recent visit impression time stamp        2. Check the segment's last visit time stamp      a. Go back to the Campaigns page and click the campaign's target segment link listed     b. Navigate to the Segments page and identify the corresponding segment there.   3. Click the Matches link to see the visitors who have matched the segment and check the last match time stamp. You're looking to compare the most recent date/time stamps between the Segment matches and the Campaign impressions.       Possible Outcomes   CASE A: Both time stamps are similar -- something changed in the segment level Is the segment status pending? Has someone manually changed the segment settings? CASE B: The two time stamps don't match -- something changed in the campaign level Is the campaign status pending? Has someone manually paused the campaign / changed settings? CASE C: The segment kept matching visitors (until the end of that day) while visitors did not see the campaign Does the campaign display properly on the website now? Check JavaScript tag. Is the campaign part of an A/B testing group? Is Auto-Tune enabled? If so, please refer to this KB article on: AB Test Your RTP Campaign - Marketo Docs - Product Docs
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Included in this Article   Overview Troubleshooting Workflow Possible Outcomes Overview Sometimes your RTP Campaigns have problems and stop working suddenly. This can obviously cause trouble for your marketing efforts, so this doc will show you steps on how to troubleshoot those issues.     Troubleshooting Workflow 1. Check the campaign's last impression time stamp           a. Go to Campaigns page           b. Locate the relevant campaign and click the Impressions link to see people that viewed the RTP campaign (make sure the time scope corresponds to the right dates when the campaign was active )               c. When you see the lists of visitors that viewed the campaign, order by Latest and check for the Last / most recent visit impression time stamp        2. Check the segment's last visit time stamp      a. Go back to the Campaigns page and click the campaign's target segment link listed     b. Navigate to the Segments page and identify the corresponding segment there.   3. Click the Matches link to see the visitors who have matched the segment and check the last match time stamp. You're looking to compare the most recent date/time stamps between the Segment matches and the Campaign impressions.       Possible Outcomes   CASE A: Both time stamps are similar -- something changed in the segment level Is the segment status pending? Has someone manually changed the segment settings? CASE B: The two time stamps don't match -- something changed in the campaign level Is the campaign status pending? Has someone manually paused the campaign / changed settings? CASE C: The segment kept matching visitors (until the end of that day) while visitors did not see the campaign Does the campaign display properly on the website now? Check JavaScript tag. Is the campaign part of an A/B testing group? Is Auto-Tune enabled? If so, please refer to this KB article on: AB Test Your RTP Campaign - Marketo Docs - Product Docs
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Summary Creating many-to-many relationships with Marketo custom objects requires an intermediary object with one link to a Lead or Company and another link to a secondary custom object. Here's how to solve the problem of the secondary custom object not showing up to be selected as the linked object. Issue Creating a many-to-many or N:N custom object structure such that a lead or company can be associated with multiple custom objects and a custom object can be associated with multiple leads or companies at the same time. When adding a link to the secondary custom object, that secondary object is not list as an available linked object.     Solution If you find that the custom object you'd like to link to is not list in the "Link Object" list, there are two things two check: The secondary CO must be approved. The secondary CO must not have any link type fields. Since it's not possible to change a link field once a custom object is approved, if you already have link fields, the only solution is discard the secondary custom object and create a new one. Recreate the custom object without link fields. Then, in the intermediary object, the target object will show up as an available link object.  More detail can be found at:  Understanding Marketo Custom Objects Add Marketo Custom Object Link Fields - Create a Link Field for a Many-to-Many Structure Root Cause The secondary custom object type is not approved. - or - The secondary custom object type is approved type and has link fields. Environment Marketo Custom Objects Many to Many Relationship - N:N Link Fields
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NOTE: As of late-2019, a Secured Domains 'base' offering is now automatically included in all new customer subscriptions, and existing customers upon next renewal. This secures your first landing page domain and first tracking link domain. To make any domain changes, or purchase coverage for additional domains, please contact your Marketo Engage Customer Success Manager (CSM) for more information.   Marketo’s Secured Domains for Landing Pages secures any and all landing page domains defined in your instance to be served via HTTPS. Serving your pages securely assures that you’re providing critical security and data integrity for both your pages and your visitors’ personal information.   Below you’ll find the 5-step process to secure your Marketo landing pages with Marketo’s Secure Domains for Landing Pages. Please note, there is an automated support case that gets created on your behalf when the purchase of Secured Domains for Landing Pages is completed.     Step 1. Verify your Landing Page Domain, CNAMEs and any Domain Aliases are setup Before you can secure your landing page domains and any domain aliases (subdomains), you must first set these up in Marketo. If you are a new Marketo customer working through your implementation, please work with your implementation consultant on the landing page domain(s) setup and timing to cut over to HTTPS. If you’re securing your landing page domains for a previously implemented instance, please verify that your domains and domain aliases (subdomains) are set up in your instance. Below are some links to help: Edit Landing Page Settings – to set you Landing Page Domain Customize Your Landing Page URLs with a CNAME – to understand and set up CNAMEs (subdomains) Add Additional Landing Page CNAMEs – to set up multiple CNAMEs in your instance (subdomains) Be sure your redirect rules and domain aliases are updated to use https://  instead of http://    Step 2. Edit and update the HTML code of your existing landing page templates to HTTPS Next, you'll need to review and update your Marketo landing pages to ready them to be served securely. Please complete the following two actions in order before moving on to Step 3: If you purchased Marketo before January 2016, please un-approve and immediately re-approve all landing pages last updated before January 2016. This can be done in bulk in the Landing Pages section of Design Studio by selecting a group of pages for un-approve/re-approve via the “Landing Page Actions” menu. We recommend completing this step in batches of a maximum of 10-20 pages at a time. Instructions for doing so can be found here: Approve Multiple Landing Pages at Once - Marketo Docs - Product Documentation. You can see the "Last Updated" timestamp in the Landing Pages section of Design Studio. Open the HTML code for each landing page template. C hange all URLs listed in the HTML currently formatted as "http ://" to instead read "https://" TIP: Ctrl+F "http" to automatically highlight all URLs that must be updated: Simply add "s" after each http reference until ALL have been updated to https Missing even one URL's http reference will cause the "Mixed Content" browser warning:   vs.  SAVE THE PAGE AS A DRAFT Do  not approve the draft. You will approve the drafts after Support activates SSL in Step 4. NOTE: Once you secure your Marketo landing pages to be served over HTTPS, you should not link to HTTP (unsecured) assets or pages from your secured landing pages.   For more detailed guidance, please see our recorded instructions below         Step 3. Respond to the TSE via the existing support case The TSE will then begin the process on our end to generate certificates to cover all the domains and subdomains configured in your instance. Once notified, please allow 3 business days for Marketo to create your secure server endpoint. Marketo's Support team will contact you when this is complete. We appreciate your patience during this 3-day setup process.   Step 4. Marketo Support Will Activate Your Secured Domains for Landing Pages Once we've generated and issued the necessary SSL certificates for your domains, we'll notify you that it is done and activate SSL for your Landing Pages. NOTE: There will be a brief "cut-over" period between when HTTPS is enabled by the TSE and when you are able to complete Step 5 below. During this time, landing pages may show up to customers with a mixed-content warning; however, all links and emails will continue to work properly without disruption, and your customers are not at any risk. Be ready to complete Step 5 quickly once instructed to minimize this period. Step 5. Re-approve your landing pages and verify success Once your Support Engineer has activated the switch to HTTPS for your instance, y ou must immediately take the following actions: Approve all draft pages that you edited from Step 2 above. This can be done in bulk in the Landing Pages section of Design Studio by selecting a group of pages to approve via the “Landing Page Actions” menu. If you include a Marketo landing page on a secure website using an iframe, you will need update the HTML to load the secure version of the landing page, otherwise the end user will get a security warning. Verify your pages are loading and rendering as expected. Contact Marketo Support with any issues you may encounter.     Questions & More Information For more detailed information, please see the Secured Domains Technical FAQ.     Is this article helpful ? YesNo
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Issue -Error editing image in email: “image URL does not exist” or “image URL cannot be found”   Solution Option 1 -Set up SSL for landing pages (Recommended!  SSL should be a baseline configuration for all landing pages and tracking domains). Add SSL to Your Landing Pages - Marketo Docs - Product Documentation Option 2 (Not recommended!   Warning! This is a security risk.) -Allow browser to view unsecured content (can choose to turn this setting back off in the browser after viewing the content) This link below describes how to enable this content in Chrome. https://docs.adobe.com/content/help/en/target/using/experiences/vec/troubleshoot-composer/mixed-content.html This link below describes how to enable this content in Firefox. https://support.mozilla.org/en-US/kb/mixed-content-blocking-firefox Option 3 -Try to use a different browser or try turning off all browser extensions. Root Cause If the issue was sudden, it is likely due to the browser needing an update. Check if there are any updates that need to be done. Environment -SSL not enabled on Marketo instance -Browser blocks unsecured content
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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?     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.
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Included in this Article:     Overview Creating Custom Fields Dynamic Updates Set Up Custom Fields in RTP Filter by Custom Fields     Overview Unfortunately RTP does not support the option to use Lead Database segmentations as segments in RTP. However, it is still possible with a bit of a workaround. Essentially, you will want to create custom fields for each segmentation, dynamically update them using smart campaigns, and filter by these custom fields in RTP. Below we will describe the steps you will need to take to implement this.     Creating Custom Fields To start off, you will have to make a custom field in My Marketo for each segmentation you wish to use in RTP. Follow the steps in this article to get the custom fields set up in My Marketo. Make sure to select Boolean in the Type field.     Dynamic Updates Next, you will need to assign these custom fields to those matching their respective segmentations. To do so, we will create a smart campaign, which will also update the list as more leads begin to match the segmentation.   In My Marketo, visit the Marketing Activities page and create a new Smart Campaign     In the Smart List tab, choose the filter for your desired segmentation, and the Segment Changes trigger for the same segmentation     The filter will include all of the existing members of the segmentation, and the trigger will include any members that qualify for the segmentation in the future. Next,     In the Flow tab, select the Change Data Value action, click Add Choice, and format the action to change your custom field to true when the lead qualifies for your desired segment, and false otherwise     It is important to have both cases, for your lead matching the segmentation and for not matching, because leads can both qualify or be disqualified for segmentations at any point in time.   Finally, under the Schedule tab, edit the Smart Campaign Settings so this will apply every time, and Activate the campaign       Set Up Custom Fields in RTP Once you have set up your custom fields in My Marketo, you will also have to set up this field to display in RTP:   Go to your Account Settings and navigate to the Database tab     Select your custom fields in the drop down menu at the bottom of the page, then click       Filter by Custom Fields Finally, once you've set up the custom field in My Marketo and in RTP, you can use the custom field to target the leads that qualify for your segmentation in My Marketo. To do so:   Go to the Segments page and create a new segment       Lastly, use the Database filter, select your custom field, and choose either true or false depending on if you want to target those in or out of the segmentation     There you have it! You can now use your segmentations in My Marketo to target your audience in RTP campaigns.
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