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You might have noticed that the Field Lead Source is labeled differently in the Marketo Interface. The API name is “LeadSource” with the friendly label being “Lead Source”.   API Name Friendly Label LeadSource Lead Source Is this article helpful ? YesNo   In the Field Management section of the Admin panel, Lead Source is referred to as "Source"; not to be confused with the Opportunity field “Lead Source”.     Similarly to the Field Management, Lead Source is also labeled as “Source” in the column and column chooser of the Lead Database.     The Attribute in the Smart List will be labeled “Lead Source”   as well as in the Form Designer.  
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Issue: I have a report subscription in my inbox, when I click on a link to get further information I get a 404 error in my browser.     Solution: Links in report subscription emails are set to expire for security purposes. By default, they expire 3 days after they are sent. You can customize the expiration time. Go to Admin and click on Login Settings.     Click on Edit URL Expiration.     You can change the default value of 3 to anything between 1 and 15.   Is this article helpful ? YesNo
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Issue: When creating an event the WebEx connector may throw the message: Error registering with webinar provider. exception="WebEx API call error; Self registration is not supported by this service type or current meeting. [WebEx exception ID = '110051'] " Solution: Please make sure the event in WebEx is set up to receive registrations. To do this you need to go to the event in WebEx and check the registration required checkbox. References Create an Event with WebEx - Marketo Docs - Product Docs WebEx Event Center guide
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Issue:   You've notice that visit webpage and click link activity is not being logged for certain leads Solution: There are a few reasons for this. First of all, have an Admin make sure you have tracking enabled. If you are certain that you have your tracking enabled and it’s working for others, it could be that your lead has tracking turned off in their browser. You can do this in FireFox by going into Tools/Options/Privacy, and checking the box which says Tell Websites I do not want to be tracked:         To circumvent this, go into Marketo Admin/Munchkin, and go to where it says Lead Tracking, and select Ignore to the ‘Do Not Track’ Browser request. Is this article helpful ? YesNo
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As part of the September 2012 release, Marketo exposed the ability to create a Webhook.  Webhooks are essentially HTTP callbacks that allow you to send a "payload" (i.e. xml, json) to a URL and include parameters. Here is a walk-through on how to create a Webhook that sends an SMS Message to a Marketo Lead using the Twilio messaging platform. Step 1 Sign up for a Twilio Account (www.twilio.com).  Be sure to follow the instructions on validating any numbers that will be used to send an SMS message. Step 2 Navigate to Admin in your Marketo Account Step 3 Select Treasure Chest from the left tree and click Edit in the Webhooks section Step 4 Check the box to Enable Webhooks Step 5 In the Admin menu, select  Webhook and click New Webhook Step 6 Enter the Webhook details as defined in the below screenshot.  A powerful feature of Webhooks is that you can include Tokens as part of the URL and/or Message for further customization. Note:  You will replace the [ACCOUNT_SID] & [AUTH_TOKEN] values with what is specified in your Twilio account. Step 7 Create a Program/Campaign in Marketo.  In the example below, a Program/Campaign was created with associated LandingPage/Form to send out an SMS text message when the lead fills out form. Step 8 See the activity appear in the Activity Tab for that lead in Marketo Step 9 Check SMS activity in your Twilio Account Log
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Issue: The web page visit is partially tracked only if users fill out a form otherwise it goes unnoticed. Solution: In several tests the Activity Log shows "Fill out a form" without a page visit. From the traditional standpoint that could be an obscure bug. How users could fill out a form without visiting the page? Google Chrome introduced Incognito. Firefox, Safari, Opera and Internet Explorer implemented as Private Browsing. Pages users visit in Private Browsing/Incognito will not leave traces, like cookies, on users' computers after they close all open windows. A normal visit to any page is not tracked during visits, regardless the navigation path. That includes other pages after the form is filled out. Private browsing is a relatively new feature. It is a new challenge to tracking, applicable to any software and company evaluating users activity. The new Do Not Track feature is a contributing factor for apparently incomplete Activity Logs. When users turn on the Do-not-track feature, the browser tells every website they visit (as well as their advertisers and other content providers) that they do not want their browsing behavior tracked. Honoring this setting is voluntary — individual websites are not required to respect it. Websites that do honor this setting should automatically stop tracking your behavior without any further action from users.
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Abuse Report An abuse report is when an email recipient forwards a complaint directly to abuse@marketo.com.  Marketo’s Privacy and Compliance Team processes all complaints to these addresses and will unsubscribe the complainer when possible.   Feedback Loop Complaint A feedback loop complaint is when an ISP forwards the complaints that originate from their users.  For example, when someone clicks the SPAM or JUNK button in their email client. ISPs that offer FBLs expect that subscribers like Marketo will mark the complainer as unsubscribed in the original database.  Marketo does process FBL complaints and marks the email address as unsubscribed.   Additional Information: Feedback Loops (FBL) Abuse Report Deep Dive Finding Leads that are Auto Unsubscribed for Email Spam Complaints / Feedback Loop (FBL) Is this article helpful ? YesNo
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If you want to set or get a form field value in Javascript, you'll first need to find it's ID in the form.  Then it's a simple matter of using jQuery to retrieve the value from the form. Get the field's ID First, get the HTML ID for the form field you want to edit.  In the Design Studio, select a landing page that contains the form and preview the page. View the source 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 like "Email" or "First Name".   Please ensure that you have access to an experienced JavaScript developer.     Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Is this article helpful ? YesNo Search for the "id" attribute in the "input" tag for that field.  Below, the id is "FirstName". <label>First Name:</label><span class='mktInput'><input class='mktFormText mktFormString mktFReq' name="FirstName" id="FirstName" type='text' value="" maxlength='255' tabIndex='1' /><span class='mktFormMsg'></span> Setting a field value Write Javascript to change the value of that field.  This example uses the jQuery "attr" function to set a new value, though any javascript solution will work. Change the highlighted yellow bits below with the name of the field and the new value for that field.  Instead of "newValue", you can use any text string, Javascript variable, or Javascriptfunction that returns a string. <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 FirstName and newValue   $jQ(document).ready(function() {     $jQ('#FirstName').attr('value','newValue');   }); </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. Getting a field value Write Javascript to get the value of that field.  This example uses the jQuery "attr" function to accomplish that, though any javascript solution will work.  Change the yellow value to the ID of the field you want to read. <!-- jquery for changing the field values --> <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();     $jQ(document).ready(function() {     var firstName = $jQ('#FirstName').attr('value');   }); </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.
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You can download the HTML for this newsletter template: To customize the style: Copy the email template to any text editor. Replace #312B7B with your corporate color.  Download TrayColor if you need a tool to get the color from your website. Replace the Logo with your own logo (search for "logo" in the source).  If you upload an image to Marketo for this purpose, make sure to use the full URL. Replace the Title at the top Replace the Contact Info in the footer at the bottom Optional -- change the sidebar width (search for "250px")* Paste back into the Marketo Email Template and Preview.  Everything should be ready to go. *The Curved Paper with Sidebar will not render correctly if you change the sidebar width. If you are interested in submitting an email or landing page template, please send the following to community@marketo.com: A brief description of the newsletter An HTML version of the template
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This standard landing page template was submitted by Marketo customer Veeam. *NOTE: This is a customer submitted template that has not been modified by Marketo.  It is recommended that you have an HTML proficient person edit and fine tune the code before using. Steps to make this your own: Download the HTML below. Replace the logo & CSS with your own files.  Change the heading color with your own. Test!
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Issue:   Your Salesforce sync is not working because the password for your Salesforce sync user expired. You will see an error in Marketo saying:   describeSObject failed - The users password has expired, you must call SetPassword before attempting any other API operations.   Similar to this:     Resolution:   To resolve this error temporarily, you will have to change both your password and security token in Salesforce and then update these credentials in Marketo under Admin -> Salesforce -> Edit Credentials -> update both your password and security token in the 2 boxes illustrated below then press the Save button:     To permanently fix this issue, you will need to change the password policies in Salesforce so that your password never expires in Salesforce. To do this, in Salesforce, go to Setup -> Administration Setup -> Security Controls -> Password Policies -> User passwords expire in -> Never expires -> Save for your "your_sync_user@domain.com" user in Salesforce:   Please note this is a Salesforce setting and you should consult your Salesforce Admin before implementing this change Is this article helpful ? YesNo
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With Marketo's 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.   Join us for training on how to use this powerful new technology that truly reinvents the way marketers engage with their prospects and customers.   View the training here: http://pages2.marketo.com/customer-engagement-training-july-2013.html Is this article helpful ? YesNo
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Using the Marketo SOAP API, you can check whether or not your website visitors have filled out a form and present them content accordingly. The following code below is unsupported and is intended to help you develop your own solution. In the resources section of the Marketo website, we use this method for our premium content. For leads who have already registered, their links go directly to the resource. Leads who haven't registered are given links to a landing page. In both cases, the link appears the same. Behind the scenes, a cookie is used to store whether or not this lead has registered: If the user has the premium registration cookie, the premium links are shown. If the user does not have that cookie, the lead's record is retrieved via the SOAP API. Based on the lead's record: If the lead has a valid email address, the premium content links are shown and the premium registration cookie is set. If not, the premium content links are not shown. Instead, they take leads to a landing page to fill out a form. First, you'll need to develop a SOAP API connection to Marketo. The attached ZIP file has a sample connection PHP file. You'll need to make the following changes in this file: ... $this->access_key = 'Your API Access Key Goes Here'; $this->secret_key = 'Your Secret API Key Goes Here'; // // The endpoint is in the "SOAP API Setup" page in the Marketo Admin section // ex. $soap_end_point = 'https://xx-1.marketo.com/soap/mktows/'; // $soap_end_point = 'Your SOAP API End Point URL Goes Here'; // // Errors are sent to this email address. Your web server // must be configured to send email for this to work correctly. // // ex. $this->error_email_address = 'example@example.com'; // $this->error_email_address = 'Put your debug email address here'; ... After creating your SOAP API connection, the next step is to implement the logic that determines which content to show if the user is logged in or not. The get_premium_url_status() function returns true if the lead has the premium cookie or if they've filled out a form. Otherwise, it returns false. You can use that result to determine what content the lead should see. The attached ZIP file has a PHP file that contains an example of this check.
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Please ensure that you have access to an experienced JavaScript developer.  Marketo Technical Support is not set up to assist with troubleshooting JavaScript. With a change to the Munchkin javascript, you can send web tracking events like page visits or clicked links to multiple instances of Marketo. The code below is for sending Munchkin events to two or more Marketo accounts. If the events need to go to only one Marketo account, you can use the Munchkin tracking code as-is from the Munchkin Setup part of the Admin section. Note: Marketo tracks visitors to your website by domain (ex. "marketo.com"). If your hosting this Munchkin script on a domain that's different than your primary domain (ex. "company.com"), those visitors will appear as anonymous leads until they fill out a form on that other domain. Add a parameter to the mktoMunchkin call -- altIds -- and include an array of the additional Munchkin IDs where these web events should go, as in the example below. You can include any number of altIds in the array, each separated by commas. In the example below, replace the highlighted Munchkin IDs ("XXX-XXX-XXX", "YYY-YYY-YYY") with the Munchkin IDs from each Marketo account where the tracking information should be sent. <script src="http://munchkin.marketo.net/munchkin.js" type="text/javascript"></script> <script>mktoMunchkin("XXX-XXX-XXX", { altIds: ['YYY-YYY-YYY', 'ZZZ-ZZZ-ZZZ'] });</script> Related Articles Adding Javascript Tracking Code to your Website (Munchkin)
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On your Marketo landing pages, if you want to retrieve a URL parameter via Javascript, here's how to do it. First, identify the URL parameters you want to capture. We'll use Google search parameters -- "utm_keyword" "utm_campaign" "utm_term" and "__kk". Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Below is the Javascript you'll need.  Add this to your landing page with a Custom HTML element or by editing a landing page template: <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 utm_keyword = $jQ.getQueryString({ ID: "utm_keyword" });   var utm_source = $jQ.getQueryString({ ID: "utm_source" });   var utm_term = $jQ.getQueryString({ ID: "utm_term" });   var __kk = $jQ.getQueryString({ ID: "__kk" }); </script>
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Overview A triggered campaign launches automatically when a specific action occurs. For example, you can use a triggered campaign to automatically send an email to a lead after she completes a form. Triggered campaigns have at least one trigger in their Smart List. When the lead activates a trigger and passes through the other filters in the Smart List (if you have any), the lead will immediately proceed through the campaign's Flow. In a Smart Campaign, the Smart List palette contains a separate folder with Triggers. These are the events you can use to activate your triggered campaigns. Be careful when using multiple triggers.  If you use two or more in a campaign, any single trigger can activate the campaign. Email Triggers Trigger Name Description Clicks Link in Email If someone clicks on a link in an email. This can be a specific link(s) or any link. Email Bounces If an email bounces from an address. Email Bounces Soft If an email bounces due to an auto‐reply, full mailbox, etc. Email is Delivered If an email is delivered to someone. Opens Email If someone opens an email. Unsubscribes from Email If someone opts out of email. Salesforce Specific Triggers Trigger Name Description Activity is Logged If an activity is logged in salesforce.This can include a logged call or task created. Activity is Updated If an activity that is already created is updated. Added to Opportunity If a contact is added to an opportunity. Added to SFDC Campaign If a lead/contact is added to a Salesforce campaign. Clicks Link in Sales Email If someone clicks a link in a sales email (an email sent through Sales Insight). This can be a specific link(s) or any link. Is Sent Sales Email If someone is sent a sales email (an email sent through Sales Insight). Lead is Converted If a lead is converted into a contact in Salesforce. Lead is Deleted from SFDC If a lead is deleted from Salesforce. Lead is Synced to SFDC If a lead is synced to Salesforce from Marketo. Opens Sales Email If someone opens a sales email (an email sent through Sales Insight). Opportunity is Updated If an opportunity is updated. Owner Changes If the owner of a record in Salesforce changes.This can be to a specific user or to any user. Removed from Opportunity If a contact is removed from an opportunity. Removed from SFDC Campaign If a lead/contact is removed from a Salesforce campaign. Sales Email Bounces If an email bounces from an address. Sales Email is Received If an email sent via Sales Insight was delivered. Status is Changed in SFDC Campaign If a lead/contact status changes within a Salesforce campaign. General Triggers Trigger Name Description Added to List If a lead/contact is added to a Marketo static list. Campaign is Requested If a contact/lead is sent into a Marketo campaign. Clicks Link If someone clicks on a link. This can be a specific link(s)or any link that is tracked. Data Value Changes If any data value on a record, includes all fields available for edit/update in Marketo and Salesforce is changed. Fills Out Form If someone fills out a form. Has Interesting Moment If someone has an interesting moment. Lead is Created If a Marketo lead is created. Removed from List If a lead/contact is removed from a Marketo static list. Revenue Stage is Changed If a revenue stage within a revenue cycle model is changed. Score is Changed If a lead score is changed. Send Alert If someone does something, send an email alert. Visits Web Page If someone clicks and visits a web page.This can be a specific page(s) or any web page.
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Attached to this article is a PHP implementation of Marketo's SOAP API.  This is unsupported, but you can use it freely as a starting point for building your own SOAP API client. Learn more: Marketo SOAP API
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Are you looking for a quick template to use in Marketo?  We have certainly got you covered with quite a number of options. 1.   Visit our Template Marketplace at templates.marketo.com. 2.   Select a template that you want and click the Import Template button. 3.   On the tab or window that opens, login to your instance of Marketo. 4.   Your Program Import will automatically begin. That's all there is to it.  Your template is ready for you to use.
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Supported CRMs   Marketo has out-of-the-box, bi-directional sync support for the following CRMs: Salesforce.com Microsoft Dynamics CRM 2011 Online, On-Premises and CRM 2013   Boomi Connector   Through our partnership with Boomi, you can sync other CRMs to your Marketo system through one of their connectors.  Contact your account executive or the Marketo sales team to learn more about this. Unsupported CRMs   If you use an unsupported CRMs, here are the methods we have available for your integration: Import/Export Review the following articles to use a CSV spreadsheet to import and export leads from Marketo: Import leads from a spreadsheet into Marketo Export a list Custom Fields If you contact the Marketo Success Team, we can set up custom fields for your account as you need them. Send Alert Using the Send Alert flow step, you can inform your sales team, using email, about noteworthy events, including a link to the lead's details.  You can also format your emails with XML so they can be automatically processed by your system. Using Send Alert Munchkin JavaScript API If you have web development resources, you can use our JavaScript API to integrate your web forms with Marketo. Munchkin JavaScript API SOAP API If you have programmers available, you can integrate our SOAP API to retrieve and update leads among other functionality. Marketo SOAP API Is this article helpful ? YesNo
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If you want to put a Marketo form your own website but would like to keep progressive profiling and prefill, this solution is for you. Note These instructions apply to Forms 1.0 only.  These will not work in Forms 2.0. Learn how to: Create a Form Create a Landing Page Add Your Form to Your Landing Page Add The Iframe to Your Web Site Create a Form 1.1   Create a Marketo form with all the fields you would like to have on your page, see Create a Basic Form for details. Create a Landing Page 2.1   Create a Marketo landing page using the blank template, see Create a Landing Page for details. Add Your Form to Your Landing Page 3.1   Add the form you created above to the landing page, see Add a form to a Landing Page for details. 3.2   Select your form in the landing page editor. 3.3   Set Top and Left to 0 in the Property Sheet. 3.4   Drag the corner of the form box out ever so slightly (just a few pixels). 3.5   Now write down the height and width from the Property Sheet, you will use these values later for your iframe. Reminder Approve the landing page. Add The Iframe to Your Web Site 4.1   Update the URL in the code below with the URL of the approved landing page that has your form on it as well as the height and width. <iframe src="http://go.example.com/marketoform.html" width="289" height="192" frameborder=”0”></iframe> 4.2  Add the code to your website and it should start working immediately.
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