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Some fields in Marketo are read-only. It is not editable by completing forms. Change Data Value flow steps, on the lead detail page, or list imports. Here is a list of many of those fields: SFDC lead fields Lead Owner First Name Lead Owner Last Name Lead Owner Email Address Lead Owner Phone Number Lead Owner Job Title SFDC Campaigns SFDC Type SFDC Opportunity fields Number of Opportunities Total Opportunity Amount Total Opportunity Expected Revenue Other built-in and custom opportunity fields SFDC Account fields SFDC Accounts are not editable from Marketo Marketo lead management system fields Anonymous IP Black Listed Cause Created Date Deleted In Sales Do Not Call Cause Email Suspended Email Suspended At Email Suspended Cause Full Name Inferred City Inferred Company Inferred Country Inferred Metropolitan Area Inferred Phone Area Code Inferred Postal Code Inferred State Region Is Anonymous Lead Partition Revenue Cycle Model Lead Revenue Stage Marketing Suspended Cause Original Referrer Original Search Engine Original Search Phrase Original Source Info Original Source Type Parent Company Name Registration Source Info Registration Source Type Unsubscribed Cause Updated Sales Insight system fields Last Interesting Moment Date Last Interesting Moment Desc Last Interesting Moment Source Last Interesting Moment Type Priority Relative Score Relative Urgency Urgency Salesforce custom objects SFDC custom objects are all read only
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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. View this training webinar if you are on the Spark or Standard Edition of Marketo and want to learn how to best set up nurturing with the Customer Engagement engine. http://pages2.marketo.com/cee-training-nurture-aug-2013.html Is this article helpful ? YesNo
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Marketo can send key employees notifications of any errors that occur during the Salesforce sync. Follow the steps below to get started.      1. Click Notifications.      2. Click Subscribe.      3. Open the Notification type drop-down, and select CRM Sync.      4. Enter the email addresses to subscribe, separated by commas, then click SUBSCRIBE. That's it! Those emails will now receive important notifications about any problems with the Salesforce Sync.
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What changes with a string/prefix change? Does Marketo support having both oldcustomerstring and newcustomerstring URLs functional after the move? Will my email links pointing to Marketo content continue to work after the string change? Will my images and files stored content continue to work for oldcustomerstring URL paths after the move? Will my email unsubscribe links continue to work? Will my images and files content links work if embedded on my own web page? I'm not using a custom landing page domain, will landing page URLs continue to work after the string change? I am using a custom landing page domain, will landing page URLs continue to work after the string change? Can I use the same hostname (i.e., info.mydomain.com) for both my custom landing page domain and for email link tracking? I currently have a custom branded landing page domain. We are buying a new domain to replace the old domain. How do I set this up? I need to have both my old and new domains serve content for a period of time, is this possible? I'm seeing my account string in the SOAP API User ID field in the Admin area. Will this be updated as part of the string change? I'm seeing my old string in the Community portal when reading help articles. Will this be changed? Are there any other problems I could run into? Is this article helpful ? YesNo The example URLs contained in this article are intentionally non-functioning URLs used strictly for example purposes.
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The imported programs reside in a folder titled “Program Library Imports”. The import operation pulls in all the assets (email, landing page, email template, landing page template) and a Readme file.  The Readme file contains the names and sizes of the images referenced by the email.  You can replace the images by uploading files of the same name into Marketo.  The contents of the emails and landing pages are also editable. Caution: We do not recommend modifying the email template or landing page template as this is a common cause for the templates to break. Is this article helpful ? YesNo
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Occasionally, you may open a form that you have never filled out before and suddenly; the form is already pre-filled with someone else’s information.  This is a result of someone else’s decorated/tracked link being passed to you. There are essentially five ways this this behavior usually happens: If that lead decides to forward that email information, they are willingly sending an email meant for them to someone else. Marketo tracked emails are intended as direct to lead only(forward to a friend is on the road map). The lead replies to a campaign with a sales rep that was in the from address and the sales rep clicks the link in the reply Fill-out form or click link took place on a computer other than what the lead owns, that computer will have that leads cookie. The Marketo user copies a link from an email already sent out(customer replies) that contains tracking on it and pasted it as a hyperlink in a new email, then used that email to send it to other leads. If the lead blogs about the decorated link. There are a few options on how to prevent this from happening: Commonly the issue pops up internally, where a lot of testing goes on, the remedy for this is to make sure you’re clearing browser cookies between tests. Don't copy links from email replies from customers into new Marketo emails. On campaigns that have promotional values like a free "iPad" consider removing the tracking for that link as it may be shared, to do this add a class to the link of "mktNoTrack". Additionally, you can Disable Prefill for a Form Field
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My Salesforce activities are not showing up in Marketo and when I go to the Admin section I see the following sync error:   soqlBatchQuery failed - INVALID_FIELD: CreatedDate, Description, Id, IsAllDayEvent, IsDeleted, OwnerId ^ ERROR at Row:1:Column:70 No such column 'IsAllDayEvent' on entity 'Event'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names. This is due to lack of permissions for the Marketo Sync User on the Salesforce side. Please have your Salesforce Administrator log into your instance of Salesforce and carry out the following steps: Log into Salesforce with Admin rights Click on your name drop-down and click on Setup In the left hand column, under App Setup, click on Customize Then click on Activities and then Event Fields Click on the All Day Event Field Label then "Set Field-Level Security" Here make sure to check the box under the Visible column for the Profile that the Marketo Sync User is associated to Click Save Once the above changes have been made on next sync we will begin pulling your Salesforce activities and once the next sync is over, the error message in the Marketo Admin section should go away. Is this article helpful ? YesNo
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Some companies sending campaigns to specific audiences would like to reject  email addresses from specific domains when users fill out a form on a landing page.   The solution is a simple JavaScript containing a list of invalid domains.   Below is an example developed by Marketing Developer Murtza Manzur. Please add the following script to your landing page using the Custom HTML section in the Landing Page Editor. Is this article helpful ? YesNo
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In some cases, you may want an iframed Marketo form to open in the parent page.   Note: 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 FORMS 1.0 Add the following script to the src iframed page within a custom HTML block. <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();    $jQ(document).ready(function(){        // all form submits will open in a new window      $jQ('.lpeRegForm').attr('target','_top');    }); </script>   FORMS 2.0   <script > MktoForms2.whenReady(function (form) {     var form = MktoForms2.getForm(FORM_ID_HERE);     form.onSuccess(function (values, followUpUrl)     { window.top.location.href = followUpUrl; return false;     }); }); </script> To figure out what the form id is, the easiest way is to look at the embed code. It is the 4 digit number on the second line.
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Attached to this article is a ASP.NET C# implementation of Marketo's SOAP API. This is just a sample, but it may be useful for providing a starting point for building your own SOAP API client. Learn more: Marketo SOAP API Note: You will need access to experienced developers This is not supported development by Marketo Support. Our support engineers are not able to provide assistance in building or troubleshooting SOAP API's.
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This article covers advanced concepts when designing your campaign flows.  You need to be familiar with Smart Campaigns before reading this article: Building smart campaigns Auto-responder Priority If you have a campaign that sends an email following a form fillout, you should make sure that theSend Email flow step comes first.  You can put other flow steps after that. People who complete a form expect a quick email response.  If you put the Send Email first, Marketo will assume this is an auto-responder campaign and thus needs to be prioritized higher. If you put the Send Email step later in the flow, your campaign may be prioritized lower causing the email response to be delayed. Add Choice The Add Choice option in a flow step lets you execute flow steps based on a specific condition. Say you're building a scoring campaign based on the lead's job title -- 10 points for a CEO, 8 for a VP, 6 for Director, and so on.  Instead of building a separate campaign for each title, you can use Add Choice to put this in one flow step. Create a new campaign called "Job Title Scoring."  In the Smart List, trigger the campaing to launch when the Job Title changes: Open the Flow tab and drag in the Change Score step.  Then click the Add Choice button.  This adds a "Choice 1" and "Default Choice" to the flow step. In the "If:" part of the choice, you can pick which field should be checked for what value(s).  In the example below, the lead's Job Title field will be checked to see if it matches CEO.  If so, the lead will get +10 points.  Otherwise, the default choice will run -- no score change. Click Add Choice again to add a second choice and set it up to add 8 points if the lead has "VP" in the title.  When there are multiple choices in a flow step, only the first matching choice is executed.  If no choices match, the default choice will be executed. Add the remaining flow steps.  Below, you can see how it might look like.  If you ever want to get rid of a choice, click the red X to the right of that choice.
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With these instructions, you can populate a hidden form field with the current date and time. Note: if you want a user-selectable date field, see this solution for using a calendar date picker in your form: Adding a Date Picker to a Form Is this article helpful ? YesNo First, you need to add a hidden field to your form.  See these instructions if you don't know how: Making a Field Hidden on a Form   Next, add the following Javascript to your landing page in a Custom HTML element. You'll need to update the field ID, highlighted in yellow, to match the ID of the hidden field you want to populate. These directions show you how to find that ID: Setting or getting a form field value via Javascript on a landing page   Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript.
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Say you have a landing page with a form. You can dynamically change the form's follow up page based on values in the form by following these instructions. Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. On a Marketo landing page, the follow up page is stored in two form fields -- returnURL and retURL.  You can change them with jQuery by adding a custom HTML block in to your landing page: <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // set no conflict mode for jquery   var $jQ = jQuery.noConflict();   $jQ(document).ready(function(){     // set the new follow up page     $jQ("input[name='returnURL']").attr('value','http://www.yourcompany.com');     $jQ("input[name='retURL']").attr('value','http://www.yourcompany.com');   }); </script> To change this based on a value submitted in a form, you need to find the id of the field to read from.  You can find that ID by previewing the web page, viewing the source code for the page, then finding the label for the form field in the HTML.  In this example, it's TimeToPurchase: <label>Time To Purchase:</label><span class='mktInput'><input class='mktFormText mktFormString' name="TimeToPurchase" id="TimeToPurchase" type='text' value="" maxlength='255' tabIndex='1' /> Next, use a jQuery hook to change returnURL and retURL when the form is submitted.  We'll also use jQuery to read the form field values. Drag in a Custom HTML block onto your page, then paste in the following Javascript.  You must change the following for it to work correctly: TimeToPurchase: to the ID of the field you're reading from (leave in the #) URL: all the URL assignments to the locations where you want the user to go If you need to check for additional values, add extra "case...break;" statements to the switch. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript" language="Javascript"> var $jQ = jQuery.noConflict(); function changeFollowupURL(){      // first, set the default follow up page   var URL = 'http://www.company.com/defaultPage.html';      // override the default based on form values      // Replace this with your own rules for setting the new URL   switch ($jQ("#TimeToPurchase").attr("value")) {     case "6 months":       URL = 'http://www.company.com/Page1.html';       break;     case "1 year":       URL = 'http://www.company.com/Page2.html';       break;   }     // set the new follow up page   $jQ("input[name='returnURL']").attr('value',URL);   $jQ("input[name='retURL']").attr('value',URL);   return true; } // catch when a form is submitted, change the followup URL function formSubmit(elt) {   changeFollowupURL();   return Mkto.formSubmit(elt); } </script> The Javascript needed to read the value from the form field may be different depending on the type of the input (text box, select box, check box, etc.).  See the jQuery selectors documentation for other methods of getting those values, and Setting or Getting a Form Field Value via Javascript on a Landing Page for more on how to get the IDs of the fields.
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Design Studio incorporates the Custom HTML code into its own code. It is important to evaluate the execution order to place the code in the correct position. The editor assigns unique ID numbers to each element placed on a landing page. That is done sequentially. Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. div id='lpeCDiv_1612' class='lpeCElement'><span class='lpContentsItem formSpan' The screen shot shows the code is effectively before the form Elements to be have their default properties changed must to be placed after forms or the elements they are changing, ideally as a small box in the lower right corner. On the other hand code populating fields from cookies or parameters need to be placed before the form. The following code snippet pre-populates a field. It needs to be placed before the form, retrieving the value before the field is displayed: <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> The next code resizes a text area. The Custom HTML box needs to be placed after the form: <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript"> var $jQ = jQuery.noConflict(); $jQ(document).ready(function() { $jQ('#MyFieldName').parents('li').css('margin-bottom','300px;'); }); </script> <style type="text/css"> form.lpeRegForm textarea { width: 450px; } </style>
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Follow these steps to add a graphical date picker to your form date fields.  When you're done, it will look something like this: First, you need a form with at least one date field.  In the Form Editor, date fields appear with a date icon in the Template Form Fields list.  Drag one into your form if you haven't already. Next, edit a landing page that uses the form (or create a new one and add the form).  Click the form and make sure the box around it has some padding, shown below.  If the padding is too small, the calendar icon next to your date field will wrap onto the next line. Now add this custom Javascript to your webpage as a Custom HTML element:   <link type="text/css" href="https://nation.marketo.com/js/public/css/redmond/jquery-ui-1.7.1.custom.css" rel="stylesheet" /> <script type="text/javascript" src="http://www.google.com/jsapi"></script> <script type="text/javascript" >   google.load("jquery", "1");   google.load("jqueryui", "1"); </script> <script type="text/javascript">   var $jQ = jQuery.noConflict();     $jQ(document).ready(function() {      $jQ(".mktFormDate").datepicker({showOn: 'both',          buttonImage: '/images/icons16/calendar_31.png',          changeMonth: true,          changeYear: true,          buttonImageOnly: true      });   });   </script>   Finally, preview your page and click the calendar icon next to the date field.  The graphical calendar will appear below the field. Is this article helpful ? YesNo
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The Marketo users at your organization have created several special campaigns for your leads and contacts.  Typical examples include sending someone a whitepaper about a new product or mailing a series of nurturing emails for people not ready for sales.   To add a lead or contact to one of these campaigns, go to that person's detail page and find the Actions menu in the Marketo Sales Insight section.  Pick Add to Marketo Campaign and click Go:     You can also select leads in your list and search views if you've added the Add to Marketo Campaign button to those views.    You can add 200 leads at once this way:     After picking the leads, you'll see a list of potential campaigns; below the selected campaign is a brief description provided by your marketing team.    Pick the campaign for this person in the Campaign Name pulldown, then click Finish: Related Article: Quick Start: Marketo Sales Insight for Salesforce Is this article helpful ? YesNo
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When you change or delete a field in Salesforce.com, your marketing assets or campaigns may need changes.  Marketo automatically emails the account admins when this occurs. Finding fields in use It's up to you to correct any references to those changed fields in your assets; you may need to make copy changes, remove form fields, or update emails to remove those references.  You can use the Field Management tool to find where a field is being used: Field Management Hiding fields If you've deleted a field from Salesforce and no longer want it in Marketo, you can easily hide them from the user interface as long as they're no longer in use. (Marketo doesn't allow you to delete fields from the application.) Instructions for hiding a field are in the Field Management documentation: Field Management Multi-value fields If you change a multi-value field or select box's values in Salesforce, Marketo does not update those values in your form fields.  You need to check if the form labels or values need to be updated to match the changes in Salesforce.com.  If you do make changes to a form, remember to re-approve the landing pages that use the form
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If you sent an email from the Lead Database (as a Single Flow Action), as part of a campaign, or as a test email but didn't receive it, here are some tips. Check the "From:" address When sending a test message, make sure to check the "From:" address setting on your message. To do this, go to the Email Settings tab of the email editor. In the "From:" field, make sure that you either have a single valid email address, or a valid email address as the default. Many people want to send their messages from the lead owner. When you use the send test feature, the email address you are sending to doesn't have a full lead record, and so it doesn't have a lead owner. Since Marketo cannot send an email with no "From:" address, test messages without a valid email address in the "From:" field will not send. Send as a Lead If you have verified that the email had a valid From: address and you still aren't getting it, make sure to create yourself as a lead and send using a flow action. See if the mail was sent If you sent the email as part of a campaign or Single Flow Action, check the campaign's Results tab or your lead detail page to see if that mail was already sent to you. If it hasn't been sent yet, try waiting a little while longer. Check your Junk Mail In your email client, check your Junk Mail or Spam folder to see if the mail landed there. If it did, you should change the content of your email. Check your corporate spam filter Your corporate mail server may have blocked emails from Marketo; you should contact your IT department to see if this is the case. Please see our instructions for whitelisting Marketo's email servers: Add Marketo to Your Corporate Email Whitelist​ Try sending to a different recipient If you sent the original mail to your corporate account, try sending to a personal account on Yahoo or Gmail. If you sent it to a personal account, try your corporate mail account.  Use Marketo's Email Deliverability product The Email Deliverability PowerPack, with Design Informant and Inbox Informant, can warn you when your mail is being rejected because of its content and help you identify junk mail pitfalls. Also, using Domain Keys and SPF improve the chances of your email landing in your leads' inboxes. Contact Marketo If you still can't figure out what happened contact Marketo to see if we can help.
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When Marketing Suspended is checked in a lead's record, it will prevent any email from being sent by Marketo including the emails sent from Marketo Sales Insight.   Outlook emails however, are not sent via Marketo. They are sent by the mailserver to which the client is connected; ie Goolge mail servers or Microsoft Exchange Servers, and are not under Marketo's control.    The Marketing Suspended check box is located on the Lead Info tab.   Is this article helpful ? YesNo
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The Marketo Sales Insight for Sales Training Package is designed to enable the Sales team to use Marketo Sales Insight quickly. During the live in-person or live-virtual training sessions, a Marketo expert will teach your Sales team the core features of Marketo Sales Insight as deployed in your organization. By sharing best practices and tips from a Marketo Sales Rep’s perspective, the Marketo expert will evangelize how MSI will help your Sales team to close more business faster.  The package includes access to a Marketo expert during post-training, private Instructor Office Hour session. Learning Objectives: Learn to use Marketo Sales Insight to prioritize, focus on, and interact with the hottest leads and opportunities. In this custom training session, learn to use your Marketo Sales Insight deployment to do the following:     Focus on your Best Bets and Watch List     Monitor Interesting Moments that really matter to sales people     Sell smarter using Marketo emails and Smart Campaign   What you get:      Live in-person or live-virtual training session led by a Marketo expert.     Private Instructor Office Hour review session led by Marketo experts after the training.     Customized training Content topics tailored to your MSI deployment. Scheduling – dates and times are set by you. Location – Training can be done at your specified location. Budget – Costs are eliminated for travel expenses and additional time away from the office. This is a fee-based on-site training package.  Is this article helpful ? YesNo For more information: If you are interested in this training package, please contact education@marketo.com.
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