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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:   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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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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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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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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Issue: We use Google Mail with Microsoft Outlook and the Marketo Sales Insight Outlook-Add In is not working.   Solution: Open Microsoft Outlook Click on Tools > Options > Email Options > Advanced Email Options. Change the "AutoSave Items In" drop-down from "Drafts" to any other setting. For example, you can use "Sent Folder".   Note 1) This is a solution for an issue found with the Google App that helps connect Gmail and Outlook. 2) Note that although some customers have had success with the above solution, we do not currently support Goggle Mail.  Currently, we officially support Exchange servers only. 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. Is this article helpful ? YesNo
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Marketo has built-in spam lead filtering for leads who fill out Marketo forms on your landing pages.  However, junk leads may still get into your Lead Database.  You can use a Smart List to find these junk leads or other leads who you might not want in your database. Here are some examples of leads you might not want: missing company name or last name email address bounced has a personal email address (like yahoo.com)   Say you want to find all leads who use a personal email address. You could build a Smart List that checks by using the Email Address and looks for leads whose email address contains a non-commercial domain: Common personal email domains gmail.com hotmail.com live.com msn.com rocketmail.com yahoo.com ymail.com sbcglobal.com comcast.com aol.com netzero.com Is this article helpful ? YesNo After that, it's up to you how you want to handle those leads. You could: ask them to provide a commercial email address (with an email, landing page, and form) stop their emails with Marketing Suspended or Blacklisted (using Change Data Value) delete those leads (using Delete Lead)   You can build similar Smart Lists to find potential junk leads such as: undeliverable email addresses -- filter on Email Invalid is true missing a company name -- filter on Company Name is empty
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In the activity log, there is a Data Value Change activity for Unsubscribed from false to true. After I double click the activity, the detail page of the activity opens up. In it, for the Reason of this change, it has, "System flow action sysActionChangeDataValue". What does this mean ? This is the result of an automated process known as Durable Unsubscribe. Marketo changed this record when it detected the same change within another record (duplicate) using the same email address. The system will not all one unsubscribed record and the rest of the duplicate records using the same email address set to subscribed. Marketo will make the same adjustment to the rest of the records that are using the same email address as the first record it finds with that email address. This change can go either way From True to False or False to True. For more info, please see this article.
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Here is a list of all the ways leads can get into Marketo. Marketo Forms On Marketo Landing Pages When leads fill out forms on your landing pages, they are automatically added to your Marketo lead database. Create a Basic Form Add a Form to a Landing Page Forms Deep Drive Marketo Forms On Non-Marketo Landing Pages You can "copy" the form HTML from Marketo, make slight changes and add it to your own website. Leads filling out these forms are also added to the Marketo lead database. Note, progressive profiling and form pre-fill are not available in this situation.  Put a Marketo Form on a Non-Marketo Page Marketo Forms On Non-Marketo Landing Pages Using Iframes This method allows you to use a Marketo form on your own website without losing form pre-fill and progressive profiling. Put a Marketo Form on a Non-Marketo Page Using an Iframe APIs   Using the SOAP API or JavaScript (Munchkin) API allows you to add leads directly into your database.  Marketo Enterprise SOAP API Munchkin JavaScript API Calls List Import   Import a list of leads into the Marketo lead database.  Import a List of Leads CRM The CRM Sync will pull down and keep in sync any lead originating in the CRM system. Marketo Supported CRM Integrations Manually in the Lead Database A lead can also be created in Marketo manually. Create a Lead in Marketo Manually
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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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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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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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