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Top Searched Term Product Docs (Click on graphic) Community Support (Click on graphic) Token or Tokens Engagement or Engagement Programs Lead Scoring Sales Insight Progressive Profiling Calendar   RCM or Revenue Cycle Modeler Form or Forms Salesforce Sync Snippet Landing Page or Landing Page Template Webhooks A/B Testing Email Templates Import List Munchkin Is this article helpful ? YesNo

op Foundation Build Workshop Email Deliverability Landing Page with a Simple Form Email Editor Forms 2.0 Engagement Program Programs Channels and Tags Multi Stream Engagement and Champion Challenger Tokens System Lead and Program IBM Email Deliverability Tool Scoring and Score Tokens Lifecycle Basic Reports Acquisition and Attribution Foundation Build Workshop   Back to top   Prerequisites: •    New to Marketo on demand •    Quick Wins in Community Learning Goals 1: Manage Customer Data Learn how to get people into the database and manage information associated with each record. Then target your audience by creating Smart Lists •    Field Mgmt and Custom Fields •    System Smart Lists •    Creating My (Static) Lists •    Cleaning Data, Single Flow Actions •    Targeting Your Audience •    My Smart Lists 2: Marketing Programs: Content Teaches all you need to start building out your first Marketo Email Program, including managing images, designing emails and landing pages, creating a form and A/B testing. •    Images and Files •    Forms—progressive profiling, hidden fields •    Landing Pages •    Emails •    Testing Digital Assets 3: Email Program Learn how to choose which program you should use, create automated campaigns, score people for a maximum win rate. •    Channels, Tags, and Costs for Reporting •    Email Program with a/b testing •    Test the Program •    Foldering and Cloning •    Tokens Time Available in CLASSROOM ONLY: Social Buttons •    Create •    App Settings & Share Flow •    Add to Page Facebook Publishing •    Import Template •    Publish Page •    Change Tab Image Social Form Fill •    Available Fields •    Add Social Form Fill to a form •    Testing with different Social Networks 4:  Engagement Program and Basic Scoring  Nurture your customers with the Engagement Program, and learn how to use standard reports in Marketo. •    Content •    Streams •    Lead Scoring •    Behavior and Demographic Lead Scoring •    Build Lead processing campaigns that work with Lead Scoring protocol •    Data Management : Create Data Management program, e.g. Blacklist, Marketing Suppression   Email Deliverability   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) Prerequisites: •    None Learning Goals •    Evaluate the use of email deliverability •    Identify ways to improve email deliverability •    Explain email and privacy laws •    Identify best practices for adhering to privacy laws and standards   Landing Page with a Simple Form   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    None Learning Goals •    Create a very simple Form •    Create a Landing Page – pick a template and use the properties sheet •    Add Assets to the Page – add images, apply a form, position assets, change colors •    Publish Your Page   Email Editor    Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    None Learning Goals •    Basic Set Up •    Modifying text •    Placing, modifying and linking images •    How and when to use tables •    Add the Forward To a Friend Link •    Proofing tools.   Forms 2.0   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Creating a Form •    Form Settings •    Choosing a Form Theme •    Adding custom CSS to a form •    Understanding General Settings of a Form •    Progressive Profiling •    Custom HTML •    Advanced Than You pages •    Using Social Form Fill Thank You page •    Field Details •    Understanding Field Details display area •    Field Properties •    Field Behavior •    Approve and Close a Form Email Program   Back to top Delivery Types: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Audience- list import and smart lists •    Basic Email creation •    Schedule the email send •    Approving the program •    Resend Campaign •    Reporting Dashboard   Engagement Program   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Create a Program •    Add Content •    Manage Content •    Add People to the Program •    Use the Reporting Dashboard   Programs Channels and Tags   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level: Advanced Learning Goals •    Why Programs? •    Program Types •    Tags & Channels •    Reporting Multi Stream Engagement and Champion Challenger   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level:  Advanced Learning Goals •    Create a Multi-stream Engagement •    Exercise on Building an Engagement Program with campaigns •    Other Options and Solutions for Engagement that may fit your company: Drip Nurtures, Additional Campaigns •    Basic Nurture Reports: Successes, Channel, Opps •    Key Takeaways and Tips   Personalizing with Dynamic Content   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level: Advanced Learning Goals •    Dynamic Content Overview: what is dynamic content, what can you do with and some ways to help you think about how you might use it. •    Segmentations:  learn how to use the new leads segmentation feature to create dynamic content targets. •    Snippets: creating little bits of content, either images file or text, to use across all Marketo programs •    Dynamic Emails and Landing Pages: how to build your emails and landing pages, adding in Dynamic Content Elements based •    Lastly, you will learn how to Modify an Email Template for Dynamic Content.   Tokens System Lead and Program   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) Prerequisites: •    Level: Advanced Learning Goals •    What are Tokens? •    Personalization Tokens •    System Tokens •    My Tokens and a good My Token Strategy •    Token Overall Strategy IBM Email Deliverability Tool   Back to top Delivery Method: •    On-Demand only Prerequisites: •    Must have IBM Email Deliverability package •    Level: easy-ish Learning Goals •    Learn the email preview function •    What is an Email Score? •    How to interpret deliverability stats •    Controlling test sends to remain in-budget   Scoring and Score Tokens   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    None Learning Goals •    Two Basic Types of Scores •    Common Campaigns •    Program Import Library •    Scoring Tokens   Lifecycle   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    None Learning Goals •    What is the Funnel? •    Pushing Qualified Leads to Sales •    Lifecycle Campaign vs Marketing Campaigns •    Setting Up Sales Alerts   Basic Reports   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    Have run several programs to have data to analyze Learning Goals •    Program Dashboards •    Reports in Programs •    Reports in Analytics •    Customizing Reports •    Report Subscription Acquisition and Attribution   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    Have run several programs to have data to analyze •    Experience in Basic Reports Learning Goals •    Uncover which nurturing/acquisition programs to continue to invest and which to discontinue/make changes •    Learn why is this important & how to make it happen •    Determine what is effective in generating and closing opptys Is this article helpful ? YesNo

1. Go to the Design Studio area. 2. Click on Images and Files, then click next to the file name you want to replace; it will highlight.       Tip You can also Search Uploaded Images or Files.   Is this article helpful ? YesNo  

Here are a few strategies for finding and handling your competitors if they get to your website or in your lead database. Finding your competitors The best ways to find your competitors are form fill-outs and inferred data.  You can use filters of these fields to find matching leads already in your lead database.  Use the Data Value Changes trigger with these fields to catch these leads as they enter your system. Inferred company This is the best way to spot anonymous competitors visiting your web site.  Try using the Inferred Company field to see if Marketo identified them by their IP address information. Email address There's a chance your competitors use their company email address when filling out your form.  Search for the domains of your competitors using the Email Address filter with the "contains" operator. Company name Like email address, this is a straightforward way to catch your competitors as they enter their information in your forms. Handling competitors You have a few choices for handling your competitors once you find them. Blacklist them Changing these leads' Blacklisted flag to true will ensure that they don't receive any more emails from you.  This is a good way to keep those leads in your database and ensure that they're not part of your email campaigns. This campaign will spot those leads and blacklist them should they appear: Smart List: Trigger on Data Value Changes where Email Address contains [your competitors domains] Flow: Change Data Value -- Blacklisted to true Send an alert You may find it useful to get alerted when your competitors visit your website.  Try this campaign: Smart List: Trigger on "Visit Web Page" Filter on "Inferred Company contains [your competitors]" Flow: Send Alert with an email that includes a Send Alert Info token. Schedule: Change the Qualification Rules to 1 per day But don't delete them Deleting these leads was probably your first reaction, but you probably shouldn't.  Instead, look at their Activity Log to find out what pages and offers they were viewing.  Also if they return to your site, their subsequent activity will be added to that activity log (as opposed to added to a new, anonymous lead).

Note: Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. If you need to modify JavaScript, please ensure that you have access to an experienced JavaScript developer. Is this article helpful ? YesNo   These instructions show you how to dynamically show the State field and make it required when a user selects United States or Canada as the country in a form.   Note: This solution will not work with progressive profiling enabled. We will work to improve it in the future

Here's how you can use tokens and URL parameters to automatically assign leads to Salesforce campaigns after filling out a form.  These tokens work in all of the Salesforce campaign flow steps: Add to Salesforce Campaign Change Status in Salesforce Campaign Remove from Salesforce campaign Get the Salesforce campaign ID and status You need two things to begin this process -- the name or ID of the Salesforce campaign you want to sync to and a valid status in that campaign.  You can get the ID for the campaign by opening that campaign in Salesforce and copying the last 15 characters from the URL.  Here's an example campaign URL; the ID is highlighted: https://naX.salesforce.com/701F00230001Z9z To get the valid statuses, click on "Advanced Setup" on the campaign's page The status should be listed there: Create new fields First, you need to create two new fields -- "SFDC Campaign ID" and "SFDC Campaign Status" -- both of type "string".  You can create these on your lead and contact records in Salesforce, or contact Marketo support to add those custom fields in your Marketo account. Create or edit the form After you create those fields, the next step is to incorporate them into your forms.  Create a new form or edit an existing form, then drag those two fields into your form.  Make them both hidden fields and set them to populate from a URL.  If you're unfamiliar with them, this article on hidden fields has details on how they work. Making a Field Hidden on a Form When setting the values for those fields, use a real Salesforce campaign ID and status as the default value.  Here's how you might edit the settings for those fields: SFDC Campaign ID: Default Value: [a real Salesforce campaign ID or name] Populate from: URL Parameter Parameter name: campaignID SFDC Campaign Status: Default Value: [a real Salesforce campaign status for the campaign you chose] Populate from: URL Parameter Parameter name: status And here's what your form might look like when done: Now you have a form that automatically add leads to the default Salesforce campaign you selected and that you can override with URL parameters. Create a Smart Campaign Next, you need to create a campaign that will add these leads to the selected (or default) Salesforce campaign.  We'll trigger this campaign to launch whenever someone fills out your form: In the flow, first you need to sync the lead to Salesforce so that you can add it to a campaign. Then you can add it to the Salesforce campaign using the values in the SFDC Campaign ID and SFDC Campaign Status fields.  To do this, use the tokens for those fields in your flow step:  {{Lead.SFDC Campaign ID}} for the campaign name and {{Lead.SFDC Campaign Status}} for the status.  If you type "{{" in the fields, the auto-suggest will help you enter that text correctly: Your finished flow should look like this: Finally, in the schedule tab set this campaign to run every time and activate it. Launch your landing page If you modified a form already in use, you can now go to that landing page, fill out the form, and watch as your lead gets synced to the Salesforce campaign you chose.  If this is a new form, create and approve a new landing page which uses that form.  After filling out the form, you should see the lead added to the default Salesforce campaign specified in your form: Use URL parameters to override the default campaign and status.  For our forms, the campaign is set by the "campaignID" URL parameter and the status by the "status" URL parameter.  For example, this URL: http://offers.marketo.com/offers.html?campaignID=701A00000009K3l&status=Responded will assign the lead to the Salesforce campaign "701A00000009K3l" (the Salesforce internal ID) with the status "Responded."  If either value has spaces or special characters, make sure that you URL encode them before adding them to your URL. Using tokens in other Salesforce campaign flow steps These tokens work in all of the Salesforce campaign flow steps -- Add, Remove, and Change Status in SFDC campaign.  Follow the same directions as above but substitute the appropriate flow step in place of the Add to SFDC Campaign step. Diagnosing errors If your leads are not syncing to your Salesforce campaigns, first go to the Activity Log for that lead and double click the line that has the failed flow step. The information that appears will help you figure out what the problem might be. The most common errors you'll encounter are: Spelling errors in your tokens -- use the autosuggest to help Using an SFDC campaign ID or name that doesn't exist -- check the spelling of the campaign or ID The lead doesn't exist in salesforce -- sync the lead to Salesforce before adding him/her to your campaign Using a status that doesn't exist for that campaign -- change the status to one that does exist for the campaign, or add a new status to the campaign in Salesforce

With Marketo's newly released Customer Engagement engine, you can now easily nurture and engage your leads. Not only does the Customer Engagement engine automatically and intelligently deliver the right content to the right person, at the right time, but you now no longer have to manually create or maintain complex workflows. View this webinar to If you are looking to convert your “traffic cop” nurture program to the Customer Engagement engine.  Cheryl Chavez, the Director of Product Management at Marketo will cover the best practices and steps for converting your campaigns. View the training here: http://pages2.marketo.com/cee-training-migration-aug-2013.html Is this article helpful ? YesNo

Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. Is this article helpful ? YesNo   The default subscription management records the email address through hidden fields when users click the unsubscribe link in emails. A simple JavaScript can capture the email parameter and pre-populate a visible field. Drag and Drop a "Custom HTML" object into the top of the unsubscribe landing page. Add the following code:   <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script src="/js/public/jQueryString-2.0.2-Min.js" type="text/javascript" ></script> <script>   // to set cookies.  Uses noConflict just in case   var $jQ = jQuery.noConflict();   var pEmail = $jQ.getQueryString({ ID: "Email" });   document.getElementById("Email").setAttribute("value", pEmail);   </script>

Say you want to build a form with a field that dynamically adds an extra field when a certain answer is selected.  For example, you can ask customers if they want to be called by a sales rep.  Is this article helpful ? YesNo

Issue: I need to use a comma in my value list, but Marketo uses the comma as the break between different values. Select One, Not at this time, Yes, within 30 days, Yes, within 60 days Solution: Begin your value list with "\|||\" and use "|||" instead of a comma between each value. \|||\Select One|||Not at this time|||Yes, within 30 days|||Yes, within 60 days Nice work! You can now use commas in the text of your Value List.

Note: Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. The listOperation SOAP API call allows for the ability to interact with static lists (My Lists) in the Lead Database. The supported operations are adding a lead to list (ADDTOLIST), checking if a lead is a member of the list (ISMEMBEROFLIST), and removing a lead from a list (REMOVEFROMLIST) Note, there is no operation to create a new list (or delete) via the SOAP API. The list must be created beforehand in the Lead Database. In the examples, the list is named "Static List". Example 1 - Request: Adding multiple leads into the list <soapenv:Envelope xmlns:soapenv = "http://schemas.xmlsoap.org/soap/envelope/" xmlns:mkt = "http://www.marketo.com/mktows/">     <soapenv:Header>         <mkt:AuthenticationHeader>          <mktowsUserId>[User Id]</mktowsUserId>          <requestSignature>[Signature]</requestSignature>          <requestTimestamp>[yyyy-mm-ddThh:mm:ss-00:00]</requestTimestamp>         </mkt:AuthenticationHeader>     </soapenv:Header>     <soapenv:Body>         <mkt:paramsListOperation>             <listOperation>ADDTOLIST</listOperation>             <listKey>                 <keyType>MKTOLISTNAME</keyType>                 <keyValue>Static List</keyValue>             </listKey>             <listMemberList>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>213</keyValue>                 </leadKey>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>215</keyValue>                 </leadKey>             </listMemberList>         </mkt:paramsListOperation>     </soapenv:Body> </soapenv:Envelope> Example 1 - Response: <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:ns1="http://www.marketo.com/mktows/">    <SOAP-ENV:Body>       <ns1:successListOperation>          <result>             <success>true</success>             <statusList xsi:nil="true"/>          </result>       </ns1:successListOperation>    </SOAP-ENV:Body> </SOAP-ENV:Envelope> Example 2 - Request: Check to see if leads are a part of list. One lead (Lead ID #213) is and the other (Lead ID #70) is not  <soapenv:Envelope xmlns:soapenv = "http://schemas.xmlsoap.org/soap/envelope/" xmlns:mkt = "http://www.marketo.com/mktows/">     <soapenv:Header>         <mkt:AuthenticationHeader>          <mktowsUserId>[User Id]</mktowsUserId>          <requestSignature>[Signature]</requestSignature>          <requestTimestamp>[yyyy-mm-ddThh:mm:ss-00:00]</requestTimestamp>         </mkt:AuthenticationHeader>     </soapenv:Header>     <soapenv:Body>         <mkt:paramsListOperation>             <listOperation>ISMEMBEROFLIST</listOperation>             <listKey>                 <keyType>MKTOLISTNAME</keyType>                 <keyValue>Static List</keyValue>             </listKey>             <listMemberList>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>213</keyValue>                 </leadKey>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>70</keyValue>                 </leadKey>             </listMemberList>         </mkt:paramsListOperation>     </soapenv:Body> </soapenv:Envelope> Example 2 - Response: <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://www.marketo.com/mktows/">    <SOAP-ENV:Body>       <ns1:successListOperation>          <result>             <success>false</success>             <statusList>                <leadStatus>                   <leadKey>                      <keyType>IDNUM</keyType>                      <keyValue>213</keyValue>                   </leadKey>                   <status>true</status>                </leadStatus>                <leadStatus>                   <leadKey>                      <keyType>IDNUM</keyType>                      <keyValue>70</keyValue>                   </leadKey>                   <status>false</status>                </leadStatus>             </statusList>          </result>       </ns1:successListOperation>    </SOAP-ENV:Body> </SOAP-ENV:Envelope> Example 3 - Request: Similar to Example 2, but all leads are valid  <soapenv:Envelope xmlns:soapenv = "http://schemas.xmlsoap.org/soap/envelope/" xmlns:mkt = "http://www.marketo.com/mktows/">     <soapenv:Header>         <mkt:AuthenticationHeader>          <mktowsUserId>[User Id]</mktowsUserId>          <requestSignature>[Signature]</requestSignature>          <requestTimestamp>[yyyy-mm-ddThh:mm:ss-00:00]</requestTimestamp>         </mkt:AuthenticationHeader>     </soapenv:Header>     <soapenv:Body>         <mkt:paramsListOperation>             <listOperation>ISMEMBEROFLIST</listOperation>             <listKey>                 <keyType>MKTOLISTNAME</keyType>                 <keyValue>Static List</keyValue>             </listKey>             <listMemberList>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>213</keyValue>                 </leadKey>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>215</keyValue>                 </leadKey>             </listMemberList>         </mkt:paramsListOperation>     </soapenv:Body> </soapenv:Envelope> Example 3 - Response:  <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:ns1="http://www.marketo.com/mktows/">    <SOAP-ENV:Body>       <ns1:successListOperation>          <result>             <success>true</success>             <statusList xsi:nil="true"/>          </result>       </ns1:successListOperation>    </SOAP-ENV:Body> </SOAP-ENV:Envelope> Example 4 - Request: Remove leads from the list. One lead (Lead ID #213) is a member of the list, the other (Lead ID #70) is not  <soapenv:Envelope xmlns:soapenv = "http://schemas.xmlsoap.org/soap/envelope/" xmlns:mkt = "http://www.marketo.com/mktows/">     <soapenv:Header>         <mkt:AuthenticationHeader>          <mktowsUserId>[User Id]</mktowsUserId>          <requestSignature>[Signature]</requestSignature>          <requestTimestamp>[yyyy-mm-ddThh:mm:ss-00:00]</requestTimestamp>         </mkt:AuthenticationHeader>     </soapenv:Header>     <soapenv:Body>         <mkt:paramsListOperation>             <listOperation>REMOVEFROMLIST</listOperation>             <listKey>                 <keyType>MKTOLISTNAME</keyType>                 <keyValue>Static List</keyValue>             </listKey>             <listMemberList>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>213</keyValue>                 </leadKey>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>70</keyValue>                 </leadKey>             </listMemberList>         </mkt:paramsListOperation>     </soapenv:Body> </soapenv:Envelope> Request 4 - Response:  <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://www.marketo.com/mktows/">    <SOAP-ENV:Body>       <ns1:successListOperation>          <result>             <success>false</success>             <statusList>                <leadStatus>                   <leadKey>                      <keyType>IDNUM</keyType>                      <keyValue>213</keyValue>                   </leadKey>                   <status>true</status>                </leadStatus>                <leadStatus>                   <leadKey>                      <keyType>IDNUM</keyType>                      <keyValue>70</keyValue>                   </leadKey>                   <status>false</status>                </leadStatus>             </statusList>          </result>       </ns1:successListOperation>    </SOAP-ENV:Body> </SOAP-ENV:Envelope> Example 5 - Request: Similar to Example 4, but all leads are valid  <soapenv:Envelope xmlns:soapenv = "http://schemas.xmlsoap.org/soap/envelope/" xmlns:mkt = "http://www.marketo.com/mktows/">     <soapenv:Header>         <mkt:AuthenticationHeader>          <mktowsUserId>[User Id]</mktowsUserId>          <requestSignature>[Signature]</requestSignature>          <requestTimestamp>[yyyy-mm-ddThh:mm:ss-00:00]</requestTimestamp>         </mkt:AuthenticationHeader>     </soapenv:Header>     <soapenv:Body>         <mkt:paramsListOperation>             <listOperation>REMOVEFROMLIST</listOperation>             <listKey>                 <keyType>MKTOLISTNAME</keyType>                 <keyValue>Static List</keyValue>             </listKey>             <listMemberList>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>213</keyValue>                 </leadKey>                 <leadKey>                     <keyType>IDNUM</keyType>                     <keyValue>215</keyValue>                 </leadKey>             </listMemberList>         </mkt:paramsListOperation>     </soapenv:Body> </soapenv:Envelope> Example 5 - Response:  <SOAP-ENV:Envelope xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:ns1="http://www.marketo.com/mktows/">    <SOAP-ENV:Body>       <ns1:successListOperation>          <result>             <success>true</success>             <statusList xsi:nil="true"/>          </result>       </ns1:successListOperation>    </SOAP-ENV:Body> </SOAP-ENV:Envelope> Related Learning Resources Marketo SOAP API Reference

Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript Follow the steps described in this article if you want to force a checkbox to always be checked regardless of the database value - for instance, an email opt-in checkbox.  Get the field's ID First, get the HTML ID for the form field you want to edit.  In Design Studio, select a landing page that contains the form and preview the page. View the HTML source code of that page and find the field you want.  The fastest way is to search for the label that you used when you created the form, such as "Opt-In". Search for the "id" attribute in the "input" tag for that field.  Below, the id is "Opt-In". <label>First Name:</label><span class='mktInput'><input class='mktFormCheckbox' name='Opt-In' id='Opt-In' type='checkbox' value='1' tabIndex='1' /><span class='mktFormMsg'></span> Setting the checkbox Write Javascript to change the value of that field.  This example uses the jQuery "attr" function to set the value to true (checked). Change the highlighted yellow bits below with the name of the field. <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // use no conflict mode for jQuery   var $jQ = jQuery.noConflict();     // when the page is ready, change Opt-In   $jQ(document).ready(function() {     $jQ('#Opt-In').attr('checked',true);   }); </script> When you're done, add the Javascript to your landing page by dragging in a Custom HTML element on the page, then paste in this code.

To customize the validation message, you can add javascript to the template of the landing page the form is on.  Unlike default language settings on a form, customized messages work only on landing pages using the modified template. Note: Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Open up your landing page template for editing. For all languages you wish to modify, paste this javascript code (with your modifications) at the end of your template before the </body> tag.  For more languages, see this javascript file. <script type="text/javascript"> Mkto.messages = { English : { required : "This field is required", selectRequired : "Please select a value for this field", emailInvalid : "Please enter a valid email address", telephoneInvalid : "Please enter a valid telephone number", pleaseWait : "Please wait" }, French : { required : "Ce champ est requis", selectRequired : "Sélectionnez une valeur pour ce champ", emailInvalid : "Entrez une adresse e-mail valide", telephoneInvalid : "Entrez un numéro de téléphone valide", pleaseWait : "Veuillez patienter" }, German : { required : "Dieses Feld ist erforderlich", selectRequired : "Wählen Sie einen Wert für dieses Feld", emailInvalid : "Geben Sie eine gültige E-Mail-Adresse ein", telephoneInvalid : "Geben Sie eine gültige Telefonnummer ein", pleaseWait : "Bitte warten" } }; </script> Tip: You can include multiple languages in a single template.  The language selection on the form will determine the language that gets shown.

Starting with the September 24, 2011 release of Marketo, Programs must have an associated  cost in order for them to show up in the analyzer.  If you want a no-cost program to show up RCA, then it must have a zero cost created in the setup. 1.  Go to Programs and select Setup 2.  Drag in a cost and add 0 (zero) 3.  Save the changes You should now be able to see your Programs in the Analyzers. "Only programs that have cost will show up in RCA reports."

Issue: You want to make the label of the form appear inside the input field. Solution: Use the below code in a custom html block on a landing page with a form: remove the current labels in the form editor place the complete code (attached) in a custom html block on the page with the form View the live page to the see the changes This code uses the field "id" you could use "name" instead. This does not work for "select" fields Note: Please ensure that you have access to an experienced JavaScript developer.  Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Please refer to the example and source: http://trevordavis.net/play/jquery-inline-form-labels/

Issue: You or your sales reps are getting an error when editing your leads or contact records in Salesforce saying "The record you were editing was modified by Account Marketo during your edit session". Similar to this: This error will usually occur in Salesforce when you are in the Edit page in while at the same time the Marketo sync is updating that same record by our periodic API sync. While this error occurs very rarely, and usually by performing mass updates from Marketo (usually by batch campaigns). Resolution: Here are some steps you can take from a Marketo perspective to resolve or significantly reduce the chances of this error occuring:      1. Change the process that you use to update records in Salesforce - You can successfully reduce this error by using Inline editting (by double clicking on the individual field on the record) as opposed to doing a mass update of multiple fields on 1 record (by using the Edit button). Inline Editing - As the screenshot below shows, this done by double clicking on the individual field on your record then updating the field and then pressing the "Save" button or double pressing on the Enter key on your keyboard: Mass Editing - this is done by first pressing the "Edit" button on the record's detail page, which will then take you the the Edit page where you can mass update multiple records then press the "Save" button:      2. Increase the Salesforce sync interval time - Another option to reduce the the possibility or receiving this error is to reduce the number of times that Marketo syncs with Salesforce. This option in effect increases the time between Marketo and salesforce syncs.  (The default is 5 minutes.)  The downside to this option is that updates made in Marketo will take a longer to sync to Salesforce and vice versa. If you want to proceed with this option, you will need to contact Marketo support to get your sync wait time increased.  

When a Lead/Contact  is deleted from Salesforce it is not automatically deleted from Marketo.  If you want to delete these left over Leads/Contacts do the following: 1.  Create a campaign using the SFDC Is Deleted filter set to True for the Smart List. 2.  For the Flow step choose the Delete Lead action and set the Delete Lead from SFDC to True.  This will ensure that the Lead/Contact will be deleted from both Salesforce and Marketo.