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Issue When you try to save a report in Revenue Explorer you experience  the following error: "Unable to save your file. Please try again or contact your system administrator for assistance."     Solution In order to save a file in Revenue Explorer you need to to save it in either "My Dashboard" or "My Report". RCE will not allow you to save files in the top-level folders.
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Issue Are Marketo forms responsive? Will they auto adjust their layout to the size of the screen depending on if they are mobile or desktop? Solution The form layout can work responsively on mobile and desktop depending on how you have it setup. If your form in whole is never wider than your intended screen size (like a mobile at 480pixels), then the form will not differ on mobile devices from its desktop view. If your form is too wide, you can alter the layout using custom CSS on the form code to make the form fit within the mobile browser screen size bounds. How to edit CSS of a Form is covered here: https://docs.marketo.com/display/public/DOCS/Edit+the+CSS+of+a+Form+Theme    
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Issue When trying to sync a lead to SFDC, it fails with an error message "_createSObjects failed - AgreementTaskTrigger: execution of BeforeInsert caused by: System.NoAccessException: Script-thrown exception ()" Solution Your Salesforce instance has a custom  SFDC trigger that fires when you create a lead in SFDC (in the example, the trigger is named "AgreementTaskTrigger") but the trigger was not able to execute, so the sync failed.  To investigate this, you will have to set up a debug log on the Marketo sync user in SFDC and have your SFDC admin look into the details. If you disable the trigger in SFDC, the sync will work without an issue.  
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Issue When you use the "Add to SFDC Campaign" flow step, and the lead isn't already in SFDC, this step will sync the lead to SFDC, and you want to know which assignment rules will be applied.   Solution The SFDC auto-assignment rule will be used. To explain this further, if for some reason you don't have lead assignment rules firing properly in Salesforce, it will be assigned to what is called the "Default Lead Owner" in Salesforce. It's not just "Add to Salesforce Campaign" that uses what is called "implied Salesforce actions". All of the following flow steps will sync the lead to Salesforce first before running the flow step if the person is not already synced to Salesforce: Add to Salesforce Campaign Change Status in Salesforce Campaign (this will sync them AND add them to the campaign first) Change Owner Convert Person Create Task      
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Issue Change Lead Owner reason shows "Synched from salesforce.com - fixup Lead Owner." Solution The "synched from salesforce.com fixup lead owner" activity means the lead owner was switched within SFDC, often times through auto-assignment rules. The phrase "fixup Lead Owner" is what Marketo records when it is taking the Owner ID being passed from Salesforce and translating it into the Lead Owner values (First Name, Last Name, Email Address, etc) to populate into Marketo.
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Issue You receive the following error: "Ouch! 500 Error Something went wrong. We monitor this sort of thing, but if you are an authorized support contact, you should create a support ticket."       Solution This can happen because of temporary network issues. Try out the following troubleshooting steps. 1. Clear Browser Cache 2. Try a different browser 3. Try a different device 4. Try a different internet connect (Hotspot/Tether from mobile) If you still have any issue after trying all these steps, please contact Marketo Support for further assistance.
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Issue When a lead fills out the form in Marketo, SFDC sync for the new lead fails with an error  "Duplicates_Detected." Solution This error, "Failed: DUPLICATES_DETECTED: Use one of these records?" is a message Salesforce is sending back to Marketo, rejecting the attempt to sync the record. This means there's a setting in SFDC preventing duplicates from being created, possibly due to a custom deduplication rule on the SFDC side.   Recommended steps : Check the dedupe settings and check for these leads in SFDC based on the things other than the email address like first name, last name etc. You may need to work with your SFDC admin to determine why Salesforce rejecting the record as duplicate.      
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Issue When using the "Sync to Salesforce" flow step and setting up choices, selecting "Do Nothing" uses the Auto-Assignment Rules in Salesforce. Solution This is expected. For this flow step, the choices are basically asking whether the record should be assigned to a specific person or not. When it is not specified (i.e., "Do nothing") the assumption is that you still want the record to be synced to Salesforce, otherwise they would not be in that step, but that there's no particular desire to assign it to a specific person. Thus, since SFDC records need someone to be the owner, the Auto-Assign rules are used by default  
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Issue You are setting times using natural language inputs, but are wondering: if I set a constraint of "in past 2 days", will that looks at the last 48 hours or will it look at the last two calendar days from Midnight-Midnight based on the timezone specified in my instance?     Solution Using a constraint that is looking "in past 2 days" will look at the last 48 hours, if it was set as "in past 3 days" it would look at the last 72 hours, etc.  
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Issue Description You have a smart campaign setup and the flowstep called “Change score” activity is not logged or missing in the activity log. Issue Resolution If the records who qualify for the flowstep already have the same value which you have specific in the flow step, the activity will not be logged. The activities will not be logged because there is no change being made by the campaign.
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Issue Description When trying to import a list of people into Marketo via a list import, their names are being left blank despite being listed clearly in your CSV. Example CSV headers: NAME                   Email John Smith           JS@email.com Smith John           SJ@email.com Greg Jones          GJ@email.com Issue Resolution Full Name is a system managed field that is blocked from being updated by list imports. You will want to split the one column of Name, into two columns of First Name and Last Name.  This document from excel shows how to split the one Name cell into two different cells.  https://support.office.com/en-us/article/Split-a-cell-f1804d0c-e180-4ed0-a2ae-973a0b7c6a23
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Issue Description Upon reviewing the activity log of a record you've noticed their activity log seems to be missing data. Usually the activity type is a "Change Data Value" and the details show "Missing history details".  If you double click on the activity nothing happens, there is no Activity Details popup window. Issue Resolution This message appears in the activity log when the characters in a field exceed the maximum number of characters allowed in that field. Basically you've hit the character limit for the field.  The character limit is 60,500 character.  The resolution is to reduce the number of characters in the field. Also evaluate if you need all the information in that field and optimize so that the character limit is not met.
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Issue Description If the text is removed from the "Unsubscribe" text at the Admin level, will this immediately apply to every email in Marketing Activities or, will Marketo ask you to re-approve each email once this "Unsubscribe" text has officially been removed? Issue Resolution Title - Remove Unsubscribe Text From the"Admin - https://nation.marketo.com/docs/DOC-1114 If you remove the text at the Admin level (as per the documentation), this will immediately apply to all emails created (including: active, inactive). You are not required to re-approve your previously approved emails once this change has been saved in the Admin -> Email settings. All pre-existing emails will replace the default "Unsubscribe" text at the bottom of all emails, after changes have been saved in Admin -> Email settings.  After removing the default "Unsubscribe" text from emails, you should replace it with a Custom Unsubscribe option.  This is in order to remain compliant with the Can-Spam Act.
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Issue Description The Smart Campaign is returning N/A existing people when viewing the leads affected. Issue Resolution Check the names of any Smart Lists referenced in the campaign's Smart List and ensure special character | is not part of the name. Remove or replace this character and review the leads affected again.
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Issue Description Windows Outlook users who use the Marketo Sales Connect plugin might have noticed that emails don't send as fast as they usually do. Unfortunately it takes a little longer than usual on this particular platform due to a recent MSC plugin update. We are working on a long-term fix for this subset of customers, but in the meantime you can use the following workarounds:  Issue Resolution If you switch Outlook to, "Online Mode" (as opposed to Cached Exchange Mode) this will decrease the total sending time. You can follow this document in order to turn off Cached Exchange Mode. If you would like to learn more about the differences between Online Mode and Cached Exchange Mode, you can read more here.  Alternatively, you can also use the Web version or Mac version of Outlook to address this issue. Who This Solution Applies To Windows Outlook users who utilize the Marketo Sales Connect plugin.
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This document only applies to a subset of Marketo customers that were contacted on August 26, 2019. If you are unsure if this applies to your Marketo subscription, please Contact Marketo Support at  https://support.marketo.com. Overview GoToWebinar is changing its authentication protocol used for API access. Their legacy protocol, OAuth v1.0, will no longer be used after October 1, 2019, and all services accessing GoToWebinar (Marketo) will be required to use the new authentication protocol, OAuth v2.0.   Marketo is updating our system for a subset of Marketo customers to utilize the OAuth v2.0 authentication protocol for new login authentication. All newly initiated service authentications between Marketo and GoToWebinar will use OAuth v2.0. However, all existing GoToWebinar services currently logged in and in use now must be reauthenticated manually.   All customers who use GoToWebinar must reauthenticate each of the logins for these services in your Marketo instance by navigating to Admin > LaunchPoint. Any API calls still using OAuth v1.0 after October 1 will fail. This will result in statuses not being shared between Marketo and GoToWebinar and will prevent users from syncing Event programs with a GoToWebinar event.       FAQ   Why is this change happening? GoToWebinar is strengthening its security protocols for API login access to their services. This requires using an upgraded version of the login protocols, known as OAuth v2.0.   Is this a Marketo change or a GoToWebinar change? This change is being implemented by GoToWebinar to strengthen its security protocols. Marketo has upgraded our system to allow a seamless transition, but the protocol change is being made by GoToWebinar.   When does this take effect? The new protocol version OAuth v2.0 is active and in place now. GoToWebinar has placed an announcement on their status page stating that the deprecation of the legacy OAuth v1.0 is scheduled for October 1, 2019. All connections between Marketo and GoToWebinar that are still using the legacy OAuth v1.0 protocol will be refused by GoToWebinar after that date. This includes new access requests as well as those currently active and in use.   What do I need to do? Reauthenticate your GoToWebinar services with a fresh login from within your Marketo instance before October 1, 2019.   Why do I have to do it myself? Marketo has made the changes necessary to utilize OAuth v2.0 for new authentication logins being made moving forward. However, all logins already in use were initiated on the older protocol, OAuth v1.0. Marketo doesn’t know your personal login credentials, so you need to do the reauthentication directly.   Is there a different procedure for how to enter the credentials inside the Marketo UI? No. The update Marketo made was on the back end, so there is nothing different to how you enter the info. The UI is the exact same as it was.   What happens if I don’t reauthenticate the login before October 1, 2019? All connections between Marketo and your GoToWebinar services will be refused by GoToWebinar on their end.   If I miss the deadline and the connection is shut off, how will I know? You’ll find error messages in your Marketo instance where the services are used. See the section below for “Symptoms of a disconnected service” to know what to look for.   If I miss the deadline and the connection is shut off, how do I get it working again? Reauthenticate your login credentials in Admin > LaunchPoint. See the “Customer Action Needed” section below for step by step directions. Customer Action Needed A subset of Marketo customers who were notified through email must reauthenticate GoToWebinar login credentials for each user. This must be done before October 1, 2019, to avoid experiencing disruption of your services.   1. Navigate to Admin 2. Click LaunchPoint to open the list of Installed Services 3. Click and open the GoToWebinar service to edit it           4. Click the Log into GoToWebinar button.           5. In the GoToWebinar Sign In pop-up window, enter your GoToWebinar email and password and click Sign In.         6. After the window closes, click Save     DONE!   By reauthenticating the login, you’ve ensured that the service is using the new OAuth v2.0 protocols.       Symptoms of Disconnected Service Here is a list of what to expect if the integration with GoToWebinar is disconnected due to the deprecation of OAuth v1.0 on October 1, 2019.   1. The service listing in Admin > LaunchPoint will have a status of Failed along with a few details. A. Reauthenticating your login credentials will resolve these errors.         2. Event programs that have not yet synced with GoToWebinar will be unable to sync and will return errors. A. Reauthenticating your login credentials will resolve these errors. B. For reference, here is the documentation on how to sync an Event Program to GoToWebinar.         3. Existing programs that were synced with GoToWebinar prior to the deprecation will show no difference. However, if anyone is added to the program with a ‘Registered’ status, Marketo will attempt to push this record to GoToWebinar and will fail due to the deprecation of the OAuth v1.0 protocol. This will give the record a status of ‘Registration Error’. If this occurs, this data is not lost. A. Reauthenticate the GoToWebinar service B. Manually refresh the webinar attendance. Navigate to the Event Actions menu of your Event Program and select Refresh from Webinar Provider       4. Records that were already registered with GoToWebinar before the service stopped will still be able to receive the correct {{member.webinar url}} token. That data for the token will already be in Marketo, so reminder emails will still have the right links to the actual webinar even if the service was stopped after they were registered. The attendee report won’t be able to come down from GoToWebinar with the connection cut off, but at least your leads will still have the link to get to the webinar.       5. If the service is no longer active and an existing webinar completes, normally this would record attendance information and sync this back to Marketo and change the status of program members. However, if the service is inactive, this will fail silently, and no status change will occur. Manually refreshing from webinar provider will also silently fail if done while the service is still inactive. The notification will show that there are no updates. A. Reauthenticate the GoToWebinar service B. Manually refresh the webinar attendance. Navigate to the Event Actions menu of your Event Program and select Refresh from Webinar Provider C. Now that the credentials were reauthenticated and the service is back online, the manual refresh will work properly.       How to Get Additional Help Feel free to ask questions in the comments section of this documentation. Our Support team will be monitoring the comments to help answer your questions. You can alsoContact Marketo Support at any time.
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Issue Description When selecting an image to display on a landing page, the image shows as a featureless grey box. There are also spaces in the image's file name. Issue Resolution Ensure that there are no spaces in the image's file name in Marketo. If there are, remove the spaces from the file name and re-upload. 
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Issue Description You may have received an alert from Salesforce informing you of End of Life for TLS v1.0 and 1.1 as of September 2019 Issue Resolution Marketo Supports TLS encryption v1.2, and is fully ready for Salesforce End of Life of versions 1.0 and 1.1 https://www.marketo.com/company/trust/security/ Who This Solution Applies To Salesforce Administrators
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Issue Description An email was sent to leads but immediately returned an 'Email Bounced Soft' Activity Type with the Activity Details stating: 'Details: Empty address: []' Issue Resolution This is due to a token used in the 'From Address' Field in the Email editor that does not have a valid value or valid default value. For example: {{lead.Partner Email:default=edit me}} The Record's field value for 'Partner Email' is Empty. As there is no value for the record the token would use the default value 'edit me' which is not a valid value. A valid value must be an email string format such as mark@eto.com
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Issue Description When editing a template and you validate the HTML, you receive an error of 'Error: Nested Editable Element: ...' with the id of the element following causing you to not be able to approve the template. Issue Resolution This is due to having an element with a 'mkto...' class nested inside another element with a 'mkto...' class. Below is an example:  <div class="mktEditable">      <div class="mktEditable"></div> </div> You will need to remove the 'mkto...' class reference from one of the elements to be able to pass validation and approve the draft as in the corrected example below:  <div class="mktEditable">      <div class="newClassName"></div> </div>
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