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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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While viewing a published landing page with a form, you can open it up directly in Marketo with this little tool. Note: This tool is not officially supported.      1. To install, go to http://www.marketo.com/tools/.      2. Drag Open LP -> MKTO onto your browser bookmarks bar. Tip: To show the browser bookmarks bar: Chrome: View > Always Show Bookmarks Bar Firefox: View > Toolbars > Bookmarks Toolbar      3. That's it. Just click the Open LP -> MKTO bookmark when viewing a published landing page with a form.      4. And you'll be taken to the landing page in Marketo.
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Wait steps allow you to “pause” a lead’s progression through a campaign’s flow.  This article will explain how this is accomplished, and help guide you around some common pitfalls when using wait steps.   When a lead encounters a wait step in your campaign’s flow it is “stamped” with the information contained in that step.  Think of it like a rubber stamp marking each lead with the time it should resume its movement through the flow.  The stamp also marks the lead with the next step in the flow, so it knows what to look for when its wait time is up. In the example below, leads will be sent an email from Step #1 then stamped by Flow Step #2 with “Resume on January 30 th at 10 AM.  Look for Step #3” which will then set aside these leads.  They don’t leave the flow, but they’re no longer still in Flow Step #2 either. Next, we’ll look at some situations you might run into when using Wait Steps.  It’s best to think through your flow and make any changes before you initiate your campaign, but here’s what to do if you need to make changes to an active flow.   Keep in mind that in a batch campaign all leads will move through the flow together, so they would all reach the wait step together and would all be stamped with the same information.  In a trigger campaign though, leads are more likely to have triggered the campaign at different times, and will be in different places along the flow. Is this article helpful ? YesNo
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When you ask Marketo to add a Salesforce contact to a lead queue, Marketo creates a duplicate lead in Salesforce and adds that to the queue instead.   The reason why Marketo creates a duplicate is because Salesforce queues can only have leads in them, not contacts.  If you try to add a contact to a queue, Marketo can either do nothing or create a duplicate lead and add that to the queue.  We opted for the duplicate.   If you want to prevent this behavior in your campaigns, use a filter on "SFDC Type is Lead" to limit the action to only leads Is this article helpful ? YesNo
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Looking for the web address (URL) of an image or file you uploaded? Marketo's got you covered. 1. Go to the Design Studio area. 2. Click on Images and Files in the left menu and then click on the name of the file you want the URL to. 3. The URL is displayed on the details page. Right-click on the URL and click Copy​ in the menu that appears. You can also copy the URL by highlighting it with your mouse and copying it Give yourself a pat on the back for a job well done! What's Next: Replace an Image or File
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It's easy to add multiple images and files all at once. 1. Go to the Design Studio area. 2. Under New click Upload Image or File. 3. Select the folder where you want to store the images or files, then click Browse. The maximum size per file is 50MB 4. To add multiple images and files, browse to the correct folder on your computer, hold down Ctrl/Cmd and click on each file you want to add, and click Open 5. Expand the File Details to verify you selected the correct images, then click Upload. To remove any queued files before upload, click the x next to the file name. Marketo will scan all files before uploading; infected files will be skipped. 6. When the upload completes, click FINISH. 7. Your images are now available to use in campaign emails and landing pages. Good job; you've advanced to image guru! What's Next: Organize Images and Files Using Folders
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Question: Can I add an attachment to a Marketo Email? Answer: Marketo does not support attachments at this time. As an alternative, you can host your file in Marketo and add a link to the file in your email. Add Images and Files to Marketo Find the URL of a File Hosted in Marketo
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Question   For those who do not want forms to pre-populate and/or track web behavior on a specific page (ie. referral sign-up pages), follow the instructions below to disable the Munchkin tracking JavaScript. Note, forms filled out on a page without Munchkin will not get Fill Out Form activity written to the lead Activity Log.   Solution   Edit a landing page template Go to the HTML Source tab Find the line: <?php echo $mContext['endElements']; ?> Add the highlighted portions: <!-- <?php echo $mContext['endElements']; ?> --> Re-approve the landing page template and any associated landing pages This change only applies to customers with Marketo Versions Released in 2013. Is this article helpful ? YesNo   Please make clear notes for other users that will use this template - this will eliminate confusion on the page tracking behavior.
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You can now build reports that show you A/B test data. Here we go! 1.   Launch Revenue Explorer. 2.   Click New Report. 3.   Select the Email Analysis area and click OK. 4.   Find and right click Program Channel, then click Filter. 5.   Find and add Email Send or Email Blast, then click OK. 6.   Double click the Program Channel yellow dot to add it as a column. 7.   Double click the Program Name (yellow dot) 8.   Double Click Email Name (yellow dot) 9.   Double click Opened (blue dot) And that's all she wrote! Check out your awesome report. See how you can see which subject line worked best? Depending on what type of A/B test was done, you can see Subject Line, From Address, Send Time and Whole Email data appended in the Email Name. Deep Dive: Reporting / Revenue Cycle Analytics
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Marketo has the ability to see and pull data from Salesforce Formula fields, there is however a catch which will be explained in this article.   Everytime the Marketo Sync connects to Salesforce it will scan records and look at the "SytemModStamp" (salesforce system field) for each one of them. It will compare this value with the stored value, which was pulled at the last scheduled sync. If the values match, Marketo will move on to the next record. If the values are different (new value later date than previous value), then Marketo will do a compare and contrast of all fields on that record in both systems and update the information as needed.   When a normal non-formula field is updated and changed on a Lead/Contact record in SFDC, the SytemModStamp value is updated. This is how on next sync Marketo knows to do a compare/contrast check and pull updates. Formula fields do not behave the same way. A formula field is calculated based on data in fields called upon in the formula; this means that the formula field calculation itself will not update the SytemModStamp in Salesforce.   Chances are you already have existing records in SFDC and Marketo. If you were to create a formula field today in your instance of SFDC and have it sync down into Marketo, the data calculated for the formula field in SFDC will not come into Marketo right away. The reason for this is, the formula field has created data based on already existing data, this does not result in a SytemModStamp change.   Typically formula fields will be a calculation of data from fields which are somehow related to the lead/contact record. This means that moving forward, any change in the normal field, will result in a SytemModStamp change as well as a recalculation of the formula field. In this case, Marketo will see the updated SytemModStamp due to the normal field change. Marketo will do the compare/contrast excercise and find that the formula field also needs updating.   If you create a formula field in SFDC and would like to have all the historical data for the formula field to come into Marketo, you can force an update on the records in SFDC to update the SytemModStamp. This way, on next sync, Marketo will see the formula data and pull it in. Alternatively, you can simply allow for natural SytemModStamp updates in SFDC to occur which should result in a slow trickle of historical data from SFDC into Marketo for the newly created formula field.   You can only use data from a formula field in Marketo to segment data and filter. If you try to do a change data value, Marketo will accept the change, tries to sync it to Salesforce and fails to update there. Eventually the Salesforce calculated value will come back into Marketo. Is this article helpful ? YesNo
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Here are directions for changing a one column form into a multi-column form. Set up your form To create a two column form, first you need to make some changes to the form that you're using.  First, you need to reorder your form fields.  The (visible) fields get divided into two columns by odds and evens -- odds in the first column and evens in the second column. If you want to arrange your fields like this: First Name Company Name Last Name Phone Number Email Address Then you need to order your form like this: First Name Company Name Last Name Phone Number Email Address Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Also while you're on the form, note the values for Label Width, Field Width, and Gutter Width in the Form Properties: Set up your landing page On your landing page, add the form to that page (if you haven't added it already).  Make sure you leave enough space on the page so that the form looks correct once it's laid out in two columns.  The two column form will take half the height and twice the width of the single column form. Next, drag in a Custom HTML box and add the following code.  It does two things: rearranges your form into two columns and (via Javascript) corrects the tab order of the form fields. In the code below, you need to change the column width and form width to match your form.  You'll need the Label Width, Field Width, and Gutter Width from your form which you wrote down earlier: Column width (300px below) must be at least (Label Width + Field Width + Gutter Width + 46) Form width (700px below) must be at least (2 * Column width) <style type='text/css'> form.lpeRegForm li.mktField { float: left; width:300px; clear: none; height: 26px; } form.lpeRegForm ul { width:700px; } #mktFrmButtons { clear: both; } </style> Moving the error messages Depending on how you set up your form, the error messages that appear on each field may be in the wrong position. Use this CSS to move the error messages below the field. You may need to tweak the left or top amounts until it appears correct on your form. <style type="text/css"> span.mktFormMsg { left: 0px !important; top: 15px !important; } </style> Changing the tab order For a vertical tab order (as opposed to horizontal), add this javascript in that same Custom HTML block: <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript"> var $jQ = jQuery.noConflict(); $jQ(document).ready(function() { // fix the tab order $jQ('.mktInput :input').each(function(i) { if (i % 2) { $jQ(this).attr('tabIndex',30000+i); } else { $jQ(this).attr('tabIndex',i+1); } }); }); </script> That's all!  After you add that code, you should see that the form now is laid out in two columns: Adding section breaks To add multiple sections in your form, you need to know the IDs of the fields immediately before and after the break.  See this article for instructions on getting the field IDs: Setting or Getting a Form Field Value via Javascript on a Landing Page In this case, we'll add a break between email address ("#Email") and company name ("#Company").  Add this inside the $jQ(document).ready() javascript block: $jQ('#Company').parents('li').css('clear','both'); $jQ('#Email').parents('li').css('margin-bottom','20px'); When done, it will look like this. This section break may mess up your tab order.  Delete the javascript block that assigns the tab order ($jQ('.mktInput :input').each(...)) and use jQuery to assign them manually, It tabs in ascending order: $jQ('#FirstName').attr('tabIndex',1); $jQ('#Email').attr('tabIndex',2); $jQ('#LastName').attr('tabIndex',3); ... Download Attachments: Two column forms-JS.txt
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When trying to sync updates to your salesforce.com instance from Marketo you see the following error in the activity log : "Failed: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY" This is an error sent to Marketo from salesforce.com. There are a number of reasons why this error could occur but the root cause is always linked to the permissions of the Marketo user that you have set up in salesforce.com. INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY means that the user who is trying to make the update does not have access to a related element that is required for the record to be updated and saved in SFDC. There are a number of specific examples of what might be the cause but these will vary from organisation to organization depending on the configuration of your salesforce.com. If you were to connect to sfdc as the Marketo user and try manually updating the same record that Marketo is trying to update then you will get the same error in the salesforce.com UI. Here are a list of some elements that you should check in SFDC if you see this error: Do you use record types? If so make sure that the the Marketo user has access to all required record types. Are there any look-up or master detail fields on the object in question? If these types of fields are being updated then make sure that the Marketo user has access this object/ these records. Do you use Apex? If so you may have trigger that fire on the the update of a record, you will need to make sure that the Marketo user has profile access to the relevant Apex classes. If you have any workflow rules or assignment rules that send an email when the record is saved then you will need to make sure that the Marketo user has the send email permission and has access to the email folder that contains the mails that are sent rules are triggered. Make sure "Convert Leads" is turned-on within SFDC.  If it is not, you will get this error message when trying to merge leads that exist within Marketo and SFDC. Is this article helpful ? YesNo
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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. Summary: Say you want to validate a custom field before someone submits a Marketo form on a Marketo landing page, then let Marketo do it's standard validation. You can do that by overriding the formSubmit function in Javascript.  You can override it with a Custom HTML element for a single page; you can also add this Javascript to your landing page template so it affects many landing pages. First, build a Javascript function to execute your custom validation (formIsValid() in the example below).  It should return a value of "true" if the fields validate. If not, return false. Open the landing page for editing and drag a Custom HTML element onto the web page.  Paste in this Javascript and add your custom validation to the formIsValid() function. <script type="text/javascript" src="/js/public/jquery-latest.min.js" language="Javascript"></script> <script type="text/javascript">      // set no conflict mode for jquery   var $jQ = jQuery.noConflict();   function myFormIsValid() {     var thisIsValid = true;     // Put your custom validation here.     // If anything goes wrong, set thisIsValid to false.         // for example, show an error message if the email contains "bob"     if ($jQ("#Email[value*=bob]").length > 0) {        Mkto.setError($jQ("#Email ~ span").prev()[0],"No Bobs allowed!");        thisIsValid = false;     } else {        Mkto.clearError($jQ("#Email ~ span").prev()[0] );     }     return thisIsValid;   }   function formSubmit(elt) {     if (!myFormIsValid()) {        return false;     }     return Mkto.formSubmit(elt);   } </script> Here's another example that checks if a required checkbox, such as a terms of service agreement, is filled before submitting: <script type="text/javascript" src="/js/public/jquery-latest.min.js" language="Javascript"></script> <script type="text/javascript">      // set no conflict mode for jquery var $jQ = jQuery.noConflict(); function myFormIsValid() {     var thisIsValid = true;       // show a message if they fail to check the box     if ($jQ("#TermsOfServiceAgreement").attr('checked') != true) {        Mkto.setError($jQ("#TermsOfServiceAgreement ~ span").prev()[0],"Please agree to the terms above.");        thisIsValid = false;     } else {        Mkto.clearError($jQ("#TermsOfServiceAgreement ~ span").prev()[0]);     }     return thisIsValid; } function formSubmit(elt) {     if (!myFormIsValid()) {        return false;     }     return Mkto.formSubmit(elt); } </script> Follow these instructions if you want to retrieve the form fields via Javascript: Setting or Getting a Form Field Value via Javascript on a Landing Page The example above also shows you how to set an error field If you want to set or clear an error message on a field, you can use these two functions in your validation function. Note: These only work on form fields from the Marketo form designer. Replace the highlighted yellow bits below: Email -- the ID of the field where you want to show an error error message -- the text you want to display for this error           // error -- highlight the field           Mkto.setError($jQ("#Email ~ span").prev()[0], "error message");           // no error -- clear the field           Mkto.setError($jQ("#Email ~ span").prev()[0]);
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A tagging campaign is designed to entice your leads to click your emails.  Once they do that, you can track their future web activities.  You can also use it to scrub your mailing lists of leads who don't want to receive your marketing material. The hardest part is coming up with an offer that encourages them to click your email. What's in a tagging campaign? At a high level, you'll need: An email offering a prize for people who click Include a link to unsubscribe people to clean out your DB A thank you landing page for people who click through A smart campaign to send the emails mailing A smart campaign to handle the unsubscribe clicks   As leads click through the email, they get cookied so that all their subsequent web activity is tracked (whether they enter or unsubscribe).  Include the unsubscribe link so you can get uninterested leads off your mailing lists. The campaign is quick to set up, fun for your recipients, and great for you to identify anonymous leads. Pick a hook First, choose an offer that will compel people to click a link in your email.  Some examples of offers that get high click-through rates include: Prize Only Example: "Hi, we are giving away a free iPod.  Click here to enter to win!..." Charitable donation Example: "We'll donate $1 to Habitat for Humanity for each recipient who clicks this link." Cleaning up DB Example: "Hi, we are cleaning up our DB.  If you want to receive updates from us, click here.  Otherwise, click no thanks."  (Either one they click is a cookied customer)   Best Practice: It is more important to have a cookied customer than one who is subscribed to receive marketing emails. Create the assets You'll need to create and approve a few Design Studio items to make this work: Email: use the hook you picked in the first step Landing Page: a Thank You page relevant to your offer Prize: "Thank you for entering!" -- you don't even need an entry form! Cleaning up DB: One for, "thanks for your continued support." Another for, "we'll unsubscribe you immediately." Create the campaign(s) Pick any segment of your lead database to receive the email. Send Email Smart List: (pick any DB s segment) Flow: Send Email -- [your  email] You may need some other campaigns to handle your prize and unsubscription clicks.  For example: Prize -- create a static list called "Prize Entries" Smart List: Trigger on "Clicks link in email -- [your email]" constraint on Entry Link Flow: Add to List -- Prize Entries Cleaning up DB Smart List: Trigger on "Clicks link in email -- [your email]" constraint on Unsubscribe Link Flow: Change Data Value: Unsubscribed is True   That's all you need to do in Marketo. A week or two later, if you're giving away a prize, use the Random Sample filter to dig up a lead to receive the prize. Is this article helpful ? YesNo
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This solution will ONLY work with Forms 1.0. Is this article helpful ? YesNo
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We have enhanced the behavior of the unsubscribe functionality to make it “durable”.  We have added a master email status, which is separate from the unsubscribe flag visible on the lead detail record.   If the unsubscribe flag is set from false to true, the master email status is updated, and the change is propagated to other leads with the same email address. Update the Unsubscribe flag from True to False (e.g. Re-subscribe a lead) When a lead is imported, the unsubscribe flag WILL NOT be overwritten by the import. Here are the ways a lead can be re-subscribed: 1.   In SFDC, uncheck the Email Opt Out field.  This WILL sync to Marketo. 2.   Manually update the lead detail record by un-checking the unsubscribe flag 3.   Run a Change Data Value Flow Action on one or many leads a.  Select the attribute “unsubscribe” and set the value to False     4.   Update an existing lead via API 5.   Form Field – set a field on a form to set the unsubscribe flag to “false” and this will unsubscribe the lead a. Best practice would be to have text on the form that says that by filling out this form, they are agreeing to receive email communication Creating a New Lead When a new lead is created, we check it against the master email status table.  If the lead was previously unsubscribed, we will update the record to be unsubscribed.   Changing an email address If you change the email address of a lead to an unsubscribed email address, the lead will be unsubscribed.  This change can occur in either Marketo or SFDC. If you change an unsubscribed email address to one that is subscribed, the lead will be subscribed. Is this article helpful ? YesNo  
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Marketo has developed email templates that have been tested in over 40 email clients.  It is important to ensure that your emails will look good no matter where you send them.  Additionally, these emails have been crafted to reduce spam scores and increase deliverability. Feel free to use these templates.  They have all the markup you need to get started right away. Curved Paper Curved Paper with Sidebar Round Corners Round Corners with Sidebar 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.
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