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New Features: Audit Trail - An enterprise-class feature that gives organizations full visibility into user activity. Chronological activity log viewable at each level of the hierarchy (from the home tab hierarchy to the detailed line item level). Search, filter, sort, and export detailed audit data. 90-day historical view (with the ability to request data past this period). Access via the >> arrows at any level of the Home or Budget tab hierarchy. Available to Owners and Admins only.   Advanced Searchable Drop-downs - Making our product easier to use for end users.  No more scrolling through large lists! Just type to filter the list to your desired value and hit enter. Enhancements:   Improved Import Budget Feedback for Multi-Select Fields - error messages now include the:  Exact row and column where the data needs to be adjusted. Exact issue with the data.    ***For budget imports with multi-select fields only.   HTML User interface Update -  The Details, Roll-up and Budget Panels as well as Import Schedules have been transitioned to HTML5. The new HTML panels include the following usability enhancements: Navigation -  The ability to tab through fields and select values using your keyboard. Saving -  Faster and less intrusive saving (with a saving.../saved notification giving you immediate feedback). Layout - See everything in view-only mode first for a cleaner interface. Identify what cells are editable with a pencil icon on hover and a single click to edit.
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You can add a tool tip or instruction to a field on your Marketo form so that users have more information about what you are asking them to input. 1. Select a form and click on Edit Form. 2. Select the field you want to add an instruction to. 3. Under Form Properties, Field Specific, enter the Instructions. Awesome work! Now when a lead hovers the cursor over the form field, the tool tip or instructions will be displayed. Make sure to approve the landing page that this form is on so the changes are live.
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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. Currently the form editor only allows you to change the color of the input text, not the text labels. You can, however, drag a “custom html” block into the landing page hosting the form and use the following code as a solution: <style type='text/css'> form.lpeRegForm ul { color:#FFFFFF !important; } </style> Replace the bolded section with the color code of your choice.
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Issue: You are using the "Anonymous Web Activity" tab under the Marketo tab in Sales Insight and the tab is either takes too long to load or want to reduce the number of leads being displayed. Solution: The first and easiest way to reduce the number of leads displayed by the "Anonymous Web Activity" tab in Sales Insight is to choose a targeted Terrority that this tab displays. To do this, press the "Edit" button and then choose a targeted Territory from the "Choose Territory" section: If this solution does not suffice, the only other option is to delete anonymous leads in your Lead Database in the Marketo Lead Management application.   Deleting leads in Marketo is a permanent action i.e. you will not be able to retrieve these deleted leads so you should exercise caution when following this suggestion.
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Issue: You are unable to put the cursor into a form field to enter data in a form. Solution: Edit the landing page to ensure that there are no element boxes overlapping the form fields. Nice! You just figured out what the issue was and leads can now access all form fields to input their data.
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Revenue Cycle Analytics represents the highest pinnacle of using Marketo. You can analyze your programs in depth. However, it is designed for people with some familiarity with business intelligence analytics tools. EASY Create an Opportunity Influence Analyzer Tell the Marketing Story with an Opportunity Influence Analyzer Configure an Opportunity Influence Analyzer Make a Program Without a Period Cost Available in Revenue Explorer and Analyzers Export Opportunity Influence Analyzer Data POWERFUL Subscribe to a Revenue Explorer Report Create a Program Analyzer Compare Channel Effectiveness with the Program Analyzer Compare Program Effectiveness with the Program Analyzer Explore Program & Channel Details with the Program Analyzer Build a Program Membership Analysis Report that Lists Leads Build an Email Analysis Report that Lists Leads Build an Email Analysis Report that Shows Program Information COMPLETE Create a Success Path Analyzer Explore Model Metrics in the Success Path Analyzer Manage Report Subscriptions Sync Custom Fields to the Revenue Explorer Leads by Revenue Stage Report Override Analytics Behavior at the Program Level Find all Leads in a Revenue Cycle Model Share a Model Across Workspaces Report on Your Revenue Model OLD ARTICLES We are working to improve these articles. They will be updated in the coming months. Add Leads to Your Model Build a Revenue Cycle Model Creating a Revenue Cycle Model Revenue Cycle Modeler Overview Intro to Using Custom Field Groups in the Model Performance Analysis (Leads) Area Launching your Revenue Cycle Model Revenue Cycle Modeler Overview Create Custom Field Groups Via the Field Organizer Graphing Results From Revenue Explorer Email - Click Activity Heat Grid (in CST) Email - Click Rate Decay Email - Clicked Time Distribution (in CST) Email - Open Activity Heat Grid (in CST) Email - Open Rate Decay Email - Opened Time Distribution (in CST) Email - Sent Activity Heat Grid (in CST) Filtering Data in Revenue Explorer reports Built-in Revenue Explorer Reports Create a New Revenue Explorer Report How to View Transition Data in RCE Lead Balance Report Understand Revenue Cycle Explorer Analysis Areas Revenue Cycle Explorer Custom Field Overview Advanced Program Reporting Overview Enable Custom Fields for Reporting in Lead, Campaign, Opportunity, and Program Opportunity Analysis Areas RCE - Program Cost Analysis Understand the Campaign Analysis Area Understand the Program Cost Analysis Area Understand the Program Membership Analysis Area Understand the Opportunity Analysis Area Understand the Program Opportunity Analysis Area Understand What Marketing Programs are Influencing Opportunities with the Opportunity Influence Analyzer Using the "Manual Stage Change" trigger in your model Understand the Email Analysis Area
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Despite the fact that you may have all sorts of anonymous web visits, in Marketo Sales Insight, you may run into the following: Click the Edit button shown below: Next select the needed region(s) or select ALL to see the anonymous activity.
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Issue: If you have setup a trigger campaign to send you an alert based on lead activity, you may have received a few blank alerts. Solution: Anonymous leads qualify for trigger campaigns, this is by design, you want anonymous leads to be scored if they show desirable behavior, but receiving blank alerts probably does not make sense. Use the Is Anonymous filter in your trigger campaign's smart list in order to stop anonymous leads from entering: Excellent! You should no longer receive blank alerts from your anonymous leads.
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Supported Browsers Marketo Financial Management supports the following browsers: Microsoft Internet Explorer 9, 10 and 11 Mozilla Firefox (most recent and previous stable version) Google Chrome (most recent and previous stable version) Apple Safari (most recent and previous stable version) on Mac OS X Though you may have success with other browsers, only the browsers listed above are fully tested and certified to work with Marketo Financial Management. If you choose not to work with one of the supported browsers your experience may not be optimal, or you may not be able to use certain functionality within the application. Browser Settings Marketo requires that JavaScript and cookies be enabled. For the Analytics tab, third party cookies must be enabled in the browser in order to embed dashboards and reports from our Analytics partner solution. Marketo also requires Adobe Flash plug-in to be enabled and recommends using the latest available plug-in.
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If you tried to sync a lead, company, or opportunity field to to the Revenue Explorer and see this error: "This field cannot sync with Revenue Explorer" The most common reason is because this field is already synced to Revenue Explorer. Check the Revenue Explorer Sync status of that field to check if it's enabled: Otherwise, please contact Marketo support to help.
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When a lead fills out a Marketo form, some validation messages are automatically built in. "This field is required." "Please enter a valid email address." "Please  enter a valid phone number." "Please select a value for this field" "Please wait" (appears after the lead submits the form). You may wish to customize these messages either because you are creating a form in a different language or simply because you wish to change the wording. 1. Open up your form for editing. 2. Select the language you wish to use for error messages on your form. If you don't see your language you can Customize the Text of Form Validation Messages. That's it. Leads will now see error messages in the language of your choice.
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Warning: This isn't for the faint of heart. If you really know your Javascript and are comfortable with your landing pages, then you might consider adding custom validation on top of Marketo's built-in validation: Adding custom validation to a Marketo form before submitting it The function Mkto.validateField processes the form fields and checks their values.  By changing that function, you can replace or remove Marketo's built-in form validation. Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Disabling Validation To disable Javascript validation outright, add this javascript to your landing page as a Custom HTML block or on your landing page template: <script type="text/javascript">   Mkto.validateField =  function(fld) { return true; } </script> Custom Validation If you want to do your own validation, open http://appl.marketo.com/js/mktFormSupport.jsand find the Mkto.validateField function. It does lots of validation including email addresses, required fields, and phone numbers.  If you want to do your own validating instead of Marketo's, replace the Mkto.validate function by using a dedicated Custom HTML block or by editing your landing page template: <script type="text/javascript"> Mkto.validateField =  function(fld) {     // code goes here.  return true if it's valid, false otherwise   return true; } </script> Instead, you really should keep the Marketo validation and instead add your own custom validation on top of that: Adding custom validation to a Marketo form before submitting it
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As part of your efforts to maintain a healthy inbox delivery rate, you should be monitoring your email bounce rates. If your hard bounce rate climbs above 5%, you should take a closer look at what’s going on. If your hard bounce rate hits 10% or more, you should be concerned about your data quality. If you have a high hard bounce rate, it is likely that you have a high number of invalid addresses. An invalid address is an address that has never existed or no longer exists, so mail will never be delivered to these addresses.  Marketo automatically stops sending to these addresses, so you do not need to worry about suspending or removing them. But having a high invalid address rate could cause you major delivery problems and reputation issues, and could indicate problematic data sources or list segmentation practices that should be reevaluated. A high invalid address rate can lead to outright blocking of your mail at major ISPs. Many ISPs monitor the number of invalid addresses being sent to at their domains by specific senders. Once a certain threshold is hit, those ISPs will block mail coming from the offending sender. ISPs behave this way because they view a high rate of invalid addresses as an indication of problematic data practices of the sender. At best, a high invalid address rate means you are not sending to an engaged, active audience. At worst, it means that you are sending to purchased or rented lists, which is a violation of Marketo’s Email Use and Anti-Spam Policy. Chances are, if you have a high invalid address rate, there are other issues with your data that could also contribute to. If you receive a notification that we have noticed a high invalid address rate associated with your mailings, you should ask yourself some questions about your list management practices. Below are some things to consider: - Have you recently added any new leads or lead sources? Purchased lists are often full of invalid addresses. We often find that purchased lists contain numerous addresses from domains that don’t even exist any more. While you can use purchased lists to bulk up the data you have for existing leads, you cannot use them to bulk up your lead database. -Have you recently targeted old or inactive leads? We strongly recommend that you never send to an address that you haven’t mailed to for over a one year. You should be mailing to your contacts at least every six months. This will help prevent high invalid address rates, and will also help keep you and your content fresh in your contacts’ minds. If you do have to send to older leads, you should break up your lists and send to your most recent and active contacts first. - Who are you targeting?  Some senders have more problems with high invalid address rates because of their target audiences. For example, targeting .edu domains often causes high invalid address rates because these are school addresses that have a higher turnover rate. B2B campaigns may sometimes have higher invalid address rates because of similar turnover rates at businesses. The best way to avoid high invalid address rates is to send to opted-in, engaged recipients. To help with this, a lot of senders clear out their inactive leads every six months or so. An inactive lead is a contact that has taken no action in the given time period— they haven't opened an email, clicked a link, visited your webpage, attended a webinar, and so forth. This can help with both your high invalid address rates and spam complaints. Inactive leads are a dangerous group to continue mailing to because their behavior proves that they do not want to interact with your mail, and will therefore likely complain to us or to their ISPs about it. We have a great resource on how to create a Smart List to remove inactive leads here. If you still need some help, please feel free to reach out to our Support team (support@marketo.com). Additional resources: Dos and Don'ts of Effective Lead Generation Best Practices for Purchased Data
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Your CSV exports with special characters (like foreign languages) may look funny when you open them in Excel.  This is due to a known problem in Excel; it does not correctly handle those characters if you open the CSV directly. First, try these instructions to export your CSV file in Excel 2007 format: Export a list If that export is formatted incorrectly, try the following: Create a new Excel spreadsheet Open the Import External Data feature: in Excel 2003 or earlier. open the Data menu, pick Import External Data, then pick Import Data in Excel 2007, open the Data tab and pick From Text Pick the file you want to import.  The data import wizard will open In the dialog, select Delimited, then under File Origin pick "Unicode (UTF-8)" then click Next Select Comma and uncheck the other options. Click Next. Click Finish Follow the remaining steps and place the imported data in your spreadsheet Your data should now look correct.
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When designing a form you may want to customize the location and alignment of the labels. 1. Select a form and click on Edit Form. 2. Under the Form Properties select a different Layout. Once you have selected your layout, click into the canvas to apply it. Nice job! You now know how to change the form label layout.
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Before sending a Marketo email, you can preview it in order to ensure accuracy and the correct design. In Design Studio, find the email in the tree. Clicking on the email opens the Details page for that email. Click Preview Email to see the email as recipients will see it. You can also preview an email from the Email Actions dropdown menu.     The Previewer provides a highly accurate rendition of your email. You can even preview every possible combination of content that can be generated using Dynamic Content and lead data brought in by tokens.   For emails using Dynamic Content, you can send multiple versions of a test email at one time, up to 100 emails all sent to one specific email destination. If you are using the View Lead Details option, you can use a list you select. The list can be created expressly for this purpose. If the list is longer than 100 leads in length, only the first 100 leads will be used.   Marketo creates variations using the content you specify for the Segments that leads belong to; tokens are also resolved. This allows you to see exactly what your users will see when they receive the email, even when you use multiple Segmentations in a single email.   Note: If the email, and the campaign that sends it, are in the same Program, each My Token will resolve to the value appropriate to that Program. However, if the email and the campaign are in different Programs, the My Token resolves differently depending on how the email is sent. For sending test emails and single flow actions, the My Token resolves to the value appropriate to theemail’s Program; for emails sent by campaigns, the My Token resolves to the value appropriate to the campaign’s Program. Is this article helpful ? YesNo   Use the Previewer   To preview an email, find it, then follow these steps:   1.   In Marketo Lead Management, choose the Design Studio tab. Look at the tree on the left-hand side of your screen. 2.   In the tree, click the + next to Emails. A list of landing pages opens.   3.   In the tree, click the email you want to use. Details appear for the email. 4.   Click the button, Preview Email.  The Previewer opens. 5.   Inspect the page carefully.   6.   If you find problems, click Preview Actions, and choose Launch Editor. You can then fix problems in the Email Designer.   7.   If you used Dynamic Content, the version shown is the Default for all Segmentations used by the email. To view other versions, choose View by Segment from the pull-down; use the left and right arrows, and the Segment pull-down in the top right corner, to view each combination of Segments. The version of the email reflecting each combination of Segments displays.   8.   If you used Tokens or Dynamic Content, and you want to see how the email will render for a set of preselected leads, choose View by Lead Detail from the pull-down, then choose a list from the pull-down in the dialog box which appears; use the left and right arrows, and the pull-down, to step through the leads. The email updates with information for that lead.   9.   To send a test email, for any version of the email, bring that email onscreen in the Previewer; then, click Send Test. That version of the email will be sent as a test email. Tokens at the global level will be resolved; My Tokens – tokens that are a local asset to a Program – will not.   10.  When finished, close the Previewer.
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Have two form fields you want to merge into one? Try this jQuery script. In short, any time someone changes focus off one of the selected fields, the destination field will be updated. Build the form For example, say you want to populate a field called Full Name with the first and last name provided in the form. First, go to the Form Editor and add Full Name as a hidden field in the form. Next, open the landing page for editing, or create a new one and add the form to the page. Get the form IDs You'll need to get the IDs of the form fields. Go back to the Design Studio, preview the page, then view the source in your browser. You'll need to find the entries for the fields you want to retrieve the values from and set the concatenated value into. For example, if you're looking for the First Name field's id, it's FirstName: <label>First Name:</label><span class='mktInput'><input class='mktFormText mktFormString mktFReq' name="FirstName" id="First Name" type='text' value="" maxlength='255' tabIndex='1' /><span class='mktFormMsg'></span> Note: Marketo Technical Support is not equipped to troubleshoot custom javascript. It is recommend to work with an experienced developer when implementing custom javascript. Add custom Javascript In the Javascript below, replace the following: destinationField: id of the field where the appended value will go ("#FullName") joinFields: a list of the field ids it should read from ("#FirstName,#LastName") joinString: text that goes between each item (" ") Add the Javascript to your landing page as a Custom HTML element.  Test it to make sure it works correctly, then approve the page. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript">     // set no conflict mode for jquery   var $jQ = jQuery.noConflict();     // jQuery selector of the field that receives the joined value   var destinationField = "#FullName";     // jQuery selectors of the fields to be joined together.     // Use "#ID option:selected" if it's a dropdown   var joinFields = "#FirstName,#LastName;     // the text that will be added between each item   var joinString = " "; $jQ(document).ready(function(){    // You may need to change the field types that trigger the concatenation    // depending on the input types you're using in the form   $jQ("input,select,option").blur( function () {     concatFields()   }); }); function concatFields() {   $jQ(destinationField).attr("value",      $jQ(joinFields).map(function(){        return $jQ(this).val();      }).get().join(joinString)   ); } </script>
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The most common reason this happens is because your "From" email address is incorrect. The easiest way to check this is to go into the results of your campaign, and do a search at the bottom for ‘email bounced’. When results come up, double click on a random one. It will show you the reason for the bounce.   Is this article helpful ? YesNo
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Marketo allows you to edit the unsubscribe text globally in the Admin section. If desired, you can create an email template for a specific language and create your unbsubscribe text manually. 1.   Create new email templates. See Working with Marketo Email Templates for details.   Using this technique will affect your email performance reports. They will no longer include "unsubscribed from email" stats.  Rather they will track "clicks link in email" when the lead clicks on the unsubscribe link. Is this article helpful ? YesNo  
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The Form Library lets you style your forms with an up-to-date look and feel just by dragging and dropping the CSS into your Marketo landing pages or template.  As a side note, the Form Library ONLY styles input, textarea, and select (drop-downs) fields and NOT your radio buttons or check-box selections.     Here's how it works: 1. Choose a form from the table below by clicking on the image. 2. Download the zipped file to your desktop. 3. Open the file and upload the provided images into your Marketo image library. 4. Open the provided code and replace "mktoWeb" with your directory name.   Example:   <style> .mktInput input, .mktInput select, .mktInput textarea  { background: url(rs/mktoWeb/images/input_bg.png) repeat-x scroll 0 0; border: 1px solid #D4D2D2 !important; font-size:20px; padding: 8px 10px; cursor:pointer; }   .mktInput input:focus, .mktInput select:focus, .mktInput textarea:focus  { background: url(rs/mktoWeb/images/input_bgHover.png) repeat-x scroll 0 0; } </style>   5. Copy the code and paste in on your landing page by  choosing the Custom HTML option within the design studio.   Note: Some forms use CSS3 for styling. The style is supported in all major browsers except Internet Explorer. You will need to be using IE9 or higher for any form using CSS3. Is this article helpful ? YesNo Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form
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