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Issue:   You create Marketo campaigns but they are not showing up in Sales Insight in Salesforce. The steps below illustrates all the steps that are required to make these campaigns show in Sales Insight.     Resolution:   1. Make sure the trigger campaign in Marketo that you want to access through Sales Insight is using the "Campaign is Requested" trigger with a source of "Sales Insight" This is a article attached image   2. Activate the campaign you created in Step 1 above from the "Schedule" tab of your campaign. This is very important. If the campaign not activated, it will never show up in Sales Insight.  
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By default – when sending an email via Sales Insight, the “From Email Address” that will be used to send the email will be the user’s email address on their User Profile. As it turns out, there is actually a way to use an alternative email address for Sales Insight!   DISCLAIMER: This doesn’t mean that users can select an email address to be used upon send (best to create an idea in the community!). However, it does allow emails to be sent out with a different From Address if users don’t want to use their default email address. Go to Marketo > Admin > Sales Insight. If you scroll down to the bottom of the module, you will find a Settings section with an ‘Email From Field’ field. By default, the initial and only value will be Salesforce/MSD User Email Address (depending on the native CRM integration used by the customer).   This is a article attached image   In order to select an alternative email, a custom Email Address field should be placed on the User object in the CRM.   To do this in SFDC: 1) Go to SFDC > Setup > Build > Customize > Users > Fields 2) Create a custom field of type Email – refer to the SFDC docs if necessary. (https://help.salesforce.com/HTViewHelpDoc?id=adding_fields.htm) Have the new field be visible to the Marketo Sync user. In the below example, the custom field is labelled Alternative Email: This is a article attached image   In Marketo: 1) Wait a sync cycle (or two) for the field to sync over to Marketo 2) Go to Admin > Sales Insight > Edit Settings and the custom field is now available   This is a article attached image   Changing this will affect following email sends from Sales Insight.   Remember, this is not a method to select email addresses on send – this will affect all sends from all users after the From Address Field is updated.
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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: This is a article attached image   Next, pick a profile to clone and give the new profile a name.  Click Save when you're done: This is a article attached image Edit profile permissions Go back to your Profiles list.  For each profile, you'll need to edit it by clicking its Edit link: This is a article attached image 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. This is a article attached image   Clone your layout of choice and give the layout an appropriate name like Sales Insight Layout.  Click Save when you're done.   This is a article attached image 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.   This is a article attached image   Click Edit Assignment This is a article attached image   Select your Sales Insight profile, then select your sales insight layout from the Page Layout to Use pulldown.Click Save when you're done.   This is a article attached image 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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Issue How to delete email from ToutApp Live Feed. Solution The way to stop the tracking is to archive the email.  All you need to do is find the email, click the arrow next to Email, and click "Archive". This will stop the tracking and it won't show up in the live feed.   )   Who This Solution Applies To ToutApp customers    
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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:      
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Issue ToutApp admin needs to add or remove users from a subscription Solution Issue Resolution 1. Log into Toutapp.com 2. Click "Settings" located under the gear drop down menu in the top right hand corner 3. Click Team Management under "Admin Settings" in the left tree 4. Add/remove users as desired     Who This Solution Applies To ToutApp Admins    
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Issue Issue Description When using a Velocity scripted my.token, the default value is not being used if the field the Velocity script is pointing to is not populated.   Solution Issue Resolution The reason for this is because Velocity script isn't designed to consider a default value the way that a lead token would. It's designed to execute the code to provide the rendered value. Although the UI specifies to look for a default, that's ignored by design since the code itself is only looking for the value for those leads. If the goal is for it to evaluate and provide a known value, otherwise then render a specified default, that needs to be built into the Velocity script code itself.  
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I'm trying to find out who had a lead score change from a specific smart campaign - would I use data value changed with a reason or some other filter?   The Data Value Change trigger/filter with the Reason constraint is appropriate for finding leads that had their Lead Score changed by something such as a manual edit or Smart Campaign. This is a article attached image This is a article attached image This screen shot shows examples of how you might set this up.   The list below shows a few of the values you may see in the Reason field. If you know the exact phrase you are looking for, use the "is" operator. For example, "Changed by Smart Campaign Contact Us." If you don't know the exact value, try using the operator "starts with" or "contains."   Synched from salesforce.com Changed by Smart Campaign System flow action System action reset Form fill-out SOAP API Manual lead edit Munchkin API Import/merge into list   The Reason filter constraint is available in these filters:   Data Value Changed Lead Partition Changed Progression Status was Changed Revenue Stage was Changed Not Data Value Changed Not Lead Partition Changed Not Progression Status was Changed Not Revenue Stage was Changed
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Included in this article   Overview Troubleshooting To Try http:// and https:// No Munchkin Tracking Code on Web Page No Visitors to the Web Page Yet Tips for Triggers and Filters Selectors Overview Have you ever tried to enter a web page into a Visits Web Page trigger or filter and gotten an unexplained red squiggly line? It looks like the one you get in Microsoft Word when you have a spelling error.     You hover your mouse over it and it says "Invalid URL" even though you know that the web page is a good one. This can be a frustrating one, but here are a few things to look for to troubleshoot this problem.     Troubleshooting To Try There are a few different reasons why this could happen. You could have an error in the formatting of the URL entered, you could have a page that isn't being tracked or hasn't had any visitors. Here's what to check for.     http:// and https:// Using http:// or https:// in the beginning of the URL can cause the red line to appear. Check if you have it in the URL. If yes, remove it and the red line should disappear.         No Munchkin Tracking Code on Web Page If the web page you're entering doesn't have the Munchkin tracking code on it yet, there's no way for Marketo to "see" the page at all. Make sure the Munchkin code is on the page and is actively tracking as it should be. For more details, check out Add Munchkin Tracking Code to Your Website - Marketo Docs - Product Docs     No Visitors to the Web Page Yet Another cause for the red squiggly line to appear is if there have been no visitors tracked by munchkin on the targeted page. Filters look through lead record activity logs for the activity they're looking for. If the filter is searching for leads that have visited a particular web page but no leads have logged that activity yet, the filter can read this as an invalid URL, similar to if there were no Munchkin code on the page. Check the page for visits. Make sure you have a munchkin installed on the page you are requesting. Create a test lead and visit the targeted page.     Tips for Triggers and Filters Here are a couple of things that may help when using these filters and triggers.   Selectors   "Is" Selector In Triggers and Filters, if you use the selector "Is", (as in "the web page IS xyz.123.com") then the results returned will only be those from an exact URL match. If you want to also find results for the page xyz.123.com/sales, they won't be returned when using the "is" selector.     NOTE: The "is" selector will return results in filters much faster since it is only looking for exact matches.     "Contains" Selector If you use the selector of "contains", (as in "the web page contains xyz.123.com"), then this would return results for all pages that have xyz.123.com. Therefore, xyz.123.com/sales would match. The page xyz.123.com/products would match. All variations of that site xyz.123.com would match up.     NOTE: The "contains" selector in filters will take a little longer to process because it has to evaluate the entire URL string in every web page visited to identify whether there's a match for the value anywhere within the URL. It's not extremely long of a delay, but you may notice a little slowness.
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Issue Trigger Tokens in a Batch Campaign Flow are not functioning as expected, or result in an error.    Solution Issue Resolution Trigger Tokens can only be used in a Trigger Campaign Flow and will not work in batch campaigns. While originally intended for Interesting Moments, Trigger Tokens will also work in Change Data Value flow steps. The associated Trigger Tokens will only function with the corresponding Triggers denoted by the green check-marks in the chart here.
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Issue Trigger campaign with a Data Value Changes trigger for the attribute “SFDC Is Deleted” does not fire when the value is changed to "True." Environment Customers integrated with Salesforce Solution This field, “SFDC Is Deleted”, is a system managed field which we do not log a Data Value Change for. Instead use trigger: "Lead is Deleted from SFDC" to capture these leads.    
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Issue Best practices for trigger campaigns. Environment This applies to all Marketo users who are utilizing trigger campaigns in their marketing activities. Solution Marketo's trigger campaigns are designed to monitor every relevant activity, even if it doesn't immediately meet certain constraints or filters. For example, if there are 10 active Clicked Email Campaigns and 100 leads engage with an email, each lead will be evaluated 10 times to check if they qualify for a trigger. In this example that would lead to 1000 evaluations total. This happens even if they don't meet the criteria due to certain filters or constraints. To make your trigger evaluation process quicker and more efficient, follow these best practices: 1. Deactivate any trigger campaigns that are no longer needed. This reduces the number of active monitors that could potentially activate trigger event evaluations.    Note: Marketo automatically deactivates smart campaigns that have been dormant (no lead triggers them) for 6 months or more on a quarterly basis. However, you can manually deactivate campaigns whenever necessary. 2. Convert Trigger campaigns to Batch campaigns if immediate responses are not required. This is particularly useful for activities or campaigns that can run overnight. Batch campaigns operate on a separate component of Marketo's processors, meaning they won't impact the speed of Trigger qualifier processes.  
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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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Issue You are trying to add a new stream to an Engagement Program but get an error stating that your program has reached maximum number of streams per program. Solution Due to engineering constraints and as well as to have better user experience, we have limited the number of Engagement Program Streams per program to 25.  When you try to add  26 th stream, you will now get the error message “You have reached the maximum number of streams. Create another program”. So the solution is to create a separate Engagement Program and a Smart Campaign that moves leads from the original Engagement Program to the new one.      
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Issue You're receiving an error that states 'Not Allowed - Error approving <asset-name> - {{token-name}} : Token key not found' when trying to approve an email asset. Solution Check that token syntax is correctly inserted with no missing left or right 'curly' brackets '{{' '}}' Check that the field name of the token does not have any incorrect spelling (e.g. Email Address) If the token syntax is correct and the field name of the token is spelled correctly, it is possible that the field name of the token contains a Unicode non-breaking space (e.g. between 'Email' and 'Address'). This would have been inserted if it was copied across from a platform that was encoded with Unicode (e.g. Microsoft Word) - To rectify this, delete the space in the token and re-insert it with a normal space using the spacebar on the keyboard. Once this is corrected, the email approval should work.
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Issue A recent Smart Campaign or Email Program sent Person records in Marketo more emails than should be allowed based on settings in Communication Limit Settings in the Admin area of Marketo. Solution This is commonly caused by one of three things: The emails that sent after the communication limit was hit were Operational. To verify if this is the case, select the email asset from the menu tree on the left and review the summary of the asset in the canvas where you will see if the email is Operational or not. The Block non-operational emails checkbox is not checked in Edit Communication Limit Settings. Setting values the "Per Day" and "Per 7 Days" dropdown menus does not enforce the communication limit. In order for this limit to be enforced, the "Block non-operational emails" checkbox must be checked.  Enable Communication Limits The Email Program or Smart Campaign are not set up to follow Communication Limits. Apply Communication Limits to Smart Campaign Enable/Disable Communication Limits in an Email Program  
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Issue An email was expected to sent out on a specific cast of Nurture Program but a specific lead or couple of records did not receive it.   Environment Marketo>Engagement Program Solution There are a number of steps to begin troubleshooting this query and here is a flowchart how to proceed. 1). Check if engagement program is turned on from its setup up. Also check if at the time of email cast, the program status was on (this can be checked from Admin>Audit Trial) 2). Check if the email asset which was expected to send was present in the Nurture Stream at the time of cast. Also check if that email asset was activated (having green arrow). Both of these can be checked from Audit trail where you will find the log of "Add Email" and "Activate Email" along with its date/time. 3). Check if the lead is present in that specific stream using the smart list filter "Member of Engagement Program > Stream = <required stream>" 4). In the same smart list, use filter of "Engagement Program Cadence Changed" and set "New Value = Paused" and see if that lead qualifies it or not. A paused cadence would mean the lead has been temporarily restricted to move in the flow of nurture stream and hence will not received any email content. 5). Most important step- Go to the activity log of lead and search for the engagement program's name in the quick find bar. Look for all logs along with their dates when the lead performed any activity related to that engagement program like added to program, changed cadence, removed from program, etc. 6). In continuation of step 5, check in the activity log if the lead was added to engagement program in less than 25 hours before the next cast by looking at the time of log "Added to Engagement Program". This is because as per the doc, the lead must be added atleast 25 hours before the cast to abide by the recipient  time zones otherwise it will skip that current cast and will qualify for the next cast. Schedule Engagement Programs with Recipient Time Zone | Adobe Marketo Engage 7). In continuation to step 5, check if the lead was moved to a different stream via getting qualified into transition rules. Transition rules are present in stream of those engagement programs that have more than one stream and are used to move leads from one stream to another. Transition People Between Engagement Streams | Adobe Marketo Engage 8). Check if the lead is unsubscribed, email invalid, email suspended (this one is only valid for 24 hours), marketing suspended or block listed because any of these 5 conditions would block the lead from receiving any communication from any of the Marketo's program or campaign. 9). Check if the record has hit the communication limit. Go to Admin>Communication limit and see what we currently have setup. If limit is 2 emails per day, then create smart list "Was sent email>Email Is ANY> Minimum Number of times 2" and see if lead qualifies in it. Alternatively you can go into lead's activity log and manually count number of "Send Email" logs in last 24 hours and in last 7 days and match it with the communication limit of Admin tab. Using programs as stream content: We can also use programs (default and event) in nurture stream instead of direct email assets. 10). In case of using a program, the email can be sent out to the required audience only if that program have a smart campaign with filter "Member of Engagement Program>Name of Program" and flowstep of "Send Email". So make sure the smart campaign has these configurations. (Make sure the campaign has to be a batch campaign and not trigger) 11). If above pointer is true still record is not present in the result tab of the campaign, then check all steps from step 1- step 9. If nothing is found then check if smart list has more than just "Member of Engagement Program" filter and if the lead is failing to qualify any of the other filter. 12). Check in the schedule tab if qualification rules says "Each Lead can qualify only once". If yes then go to campaign member tab and search if lead is already a member, if yes then lead will not qualify again and this is why email was not sent. 13). Check if flowstep has a wait step and the lead is stuck there because wait step does not create any log in the results tab. People in waitstep can be checked from dashboard of the smart campaign. 14). For any other possible reason why the lead did not qualify the smart campaign, you can look for the knowledge base "Lead not qualifying smart campaign- Universal Checklist" under heading of Batch Campaign: marketo.my.salesforce.com/articles/en_US/Article/Lead-not-qualiying-smart-campaign-Universal-Checklist?popup=true 15). If all above pointers have been checked still unable to figure out why the email was not sent on a specific cast, escalate the case to Tier 2.
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Issue Issue Description Why is there is an exclamation mark red icon next to a scheduled batch campaign or Trigger Campaign?     Solution Issue Resolution Any time the icon in the tree view is flashing it is indicative of an error condition in the campaign.  Check the validity of the Smart List and any nested Smart Lists.
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Summary Flow step choice condition for "Person was Deleted from SFDC" with 'in past' "7 days" causes campaign failure Issue This flow step choice type causes a campaign failure because it is not supported.   This is expected behavior. Solution Customers have to use Member of Smart List as indirection for the desired filter condition.   i.e. Create a new Smart List with the "Deleted from SFDC" filter.  Then change this failing flow step choice to use 'Member of Smart List' with the Smart List just created.   Example flow step:
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Issue You are using choices within flow steps with parameters such as "Member of Program" and the lead is qualifying for the choice when they are not part of the program. Solution When using a flow step for a campaign, you have the option of adding "choices" to the flow step so different leads can have different interactions. When using a choice parameter such as "Member of Engagement Program" or "Program Status". If the lead has been part of ANY engagement program, or has EVER had a program status equal to the parameter (i.e program status is email > sent), then the lead will qualify for that step. To prevent outside leads from being pulled in, use the "Member of Program" filter in your campaign Smart List to make sure content is delivered to your intended audience.  
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