Knowledgebase

Sort by:
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 = '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.
View full article
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)
View full article
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.
View full article
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
View full article
The reason why the Sales Insight Anonymous Web Activity report differs from the Lead Management Anonymous Web Activity report is because the Sales Insight report does not show anonymous leads whose company name is either blank or is an ISP while the Lead Management report shows everything. The Sales Insight tool is geared towards Sales, and visitors with blank or ISP company names could be misleading to the Sales person. You can see this by looking at the Lead Management report. Notice that the visitors whose company name is bolded are the ones that are displayed in Sales Insight. When the company name is bolded, that means that the visitors company name has been verified using a reverse DNS lookup. Conversely, if the company name for the visitor is not bolded (or is missing), the reverse DNS lookup just shows us the ISP (or nothing if the reverse DNS lookup yields nothing). If you want to remove anonymous leads who do not have company information from your web activity report, follow these instructions: Hide anonymous leads without an inferred company in web activity reports
View full article
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
View full article
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
View full article
The Form Library lets you style your forms with an up-to-date look and feel just by dragging and dropping the CSS into your Marketo landing pages or template.  As a side note, the Form Library ONLY styles input, textarea, and select (drop-downs) fields and NOT your radio buttons or check-box selections.     Here's how it works: 1. Choose a form from the table below by clicking on the image. 2. Download the zipped file to your desktop. 3. Open the file and upload the provided images into your Marketo image library. 4. Open the provided code and replace "mktoWeb" with your directory name.   Example:   <style> .mktInput input, .mktInput select, .mktInput textarea  { background: url(rs/mktoWeb/images/input_bg.png) repeat-x scroll 0 0; border: 1px solid #D4D2D2 !important; font-size:20px; padding: 8px 10px; cursor:pointer; }   .mktInput input:focus, .mktInput select:focus, .mktInput textarea:focus  { background: url(rs/mktoWeb/images/input_bgHover.png) repeat-x scroll 0 0; } </style>   5. Copy the code and paste in on your landing page by  choosing the Custom HTML option within the design studio.   Note: Some forms use CSS3 for styling. The style is supported in all major browsers except Internet Explorer. You will need to be using IE9 or higher for any form using CSS3. Is this article helpful ? YesNo Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form Download code for this form
View full article
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
View full article
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
View full article
As part of your efforts to maintain a healthy inbox delivery rate, you should be monitoring your email bounce rates. If your hard bounce rate climbs above 5%, you should take a closer look at what’s going on. If your hard bounce rate hits 10% or more, you should be concerned about your data quality. If you have a high hard bounce rate, it is likely that you have a high number of invalid addresses. An invalid address is an address that has never existed or no longer exists, so mail will never be delivered to these addresses.  Marketo automatically stops sending to these addresses, so you do not need to worry about suspending or removing them. But having a high invalid address rate could cause you major delivery problems and reputation issues, and could indicate problematic data sources or list segmentation practices that should be reevaluated. A high invalid address rate can lead to outright blocking of your mail at major ISPs. Many ISPs monitor the number of invalid addresses being sent to at their domains by specific senders. Once a certain threshold is hit, those ISPs will block mail coming from the offending sender. ISPs behave this way because they view a high rate of invalid addresses as an indication of problematic data practices of the sender. At best, a high invalid address rate means you are not sending to an engaged, active audience. At worst, it means that you are sending to purchased or rented lists, which is a violation of Marketo’s Email Use and Anti-Spam Policy. Chances are, if you have a high invalid address rate, there are other issues with your data that could also contribute to. If you receive a notification that we have noticed a high invalid address rate associated with your mailings, you should ask yourself some questions about your list management practices. Below are some things to consider: - Have you recently added any new leads or lead sources? Purchased lists are often full of invalid addresses. We often find that purchased lists contain numerous addresses from domains that don’t even exist any more. While you can use purchased lists to bulk up the data you have for existing leads, you cannot use them to bulk up your lead database. -Have you recently targeted old or inactive leads? We strongly recommend that you never send to an address that you haven’t mailed to for over a one year. You should be mailing to your contacts at least every six months. This will help prevent high invalid address rates, and will also help keep you and your content fresh in your contacts’ minds. If you do have to send to older leads, you should break up your lists and send to your most recent and active contacts first. - Who are you targeting?  Some senders have more problems with high invalid address rates because of their target audiences. For example, targeting .edu domains often causes high invalid address rates because these are school addresses that have a higher turnover rate. B2B campaigns may sometimes have higher invalid address rates because of similar turnover rates at businesses. The best way to avoid high invalid address rates is to send to opted-in, engaged recipients. To help with this, a lot of senders clear out their inactive leads every six months or so. An inactive lead is a contact that has taken no action in the given time period— they haven't opened an email, clicked a link, visited your webpage, attended a webinar, and so forth. This can help with both your high invalid address rates and spam complaints. Inactive leads are a dangerous group to continue mailing to because their behavior proves that they do not want to interact with your mail, and will therefore likely complain to us or to their ISPs about it. We have a great resource on how to create a Smart List to remove inactive leads here. If you still need some help, please feel free to reach out to our Support team (support@marketo.com). Additional resources: Dos and Don'ts of Effective Lead Generation Best Practices for Purchased Data
View full article
Use sample if you want to place a label above a group of form fields. Here's an example of the result: Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. In that example, if you wanted to add the label above the "First Name" and "Company Name" fields, you need to first get the IDs of those fields. After you have the ID(s), change the highlighted code below to those IDs. You can then change the style or text in the label by editing the HTML in the "before()" function. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript">   $jQ = jQuery.noConflict();   $jQ(document).ready(function(){     $jQ("#FirstName").parent().parent().before("<div style='padding-bottom:20px;font-weight:bold;'>Personal Info</div>");     $jQ("#Company").parent().parent().before("<div style='padding-bottom:20px;font-weight:bold;'>Company Info</div>");   }); </script> Download Attachments: Label above form fields-JS.txt
View full article
If you have Salesforce for Twitter installed, you can use its fields to trigger campaigns in Marketo.  One great use for this is to target campaigns at users of social media applications. Install the app: First, you need to install the Salesforce for Twitter AppExchange package -- it's free!  It takes some effort to install, so make sure you follow the instructions carefully [pdf]. As part of the installation, the package adds a new field to your account called "Twitter Username."  When you create or associate a lead with Twitter via the app, the Twitter Username is updated.  Follow the instructions with the Salesforce for Twitter app to learn how to do that. Once you've gone through the steps of setting up your leads' and contacts' Twitter usernames, any new tweets they make will be added to a Twitter Conversation. Syncing the Twitter Conversations: Now you'll need to sync the Twitter Conversations object for your leads and contacts. Back in Marketo, go to the Salesforce page in the Admin section and open the Sync Object tab. Click the Refresh Schema button to reload your custom Salesforce objects. After your schema reloads, click the Twitter Conversation object under Lead on the right. Click on it's name in the center of the screen and rename it to Twitter Conversation (L). Click Save when you're done. Now click Enable Sync in the menu bar. A dialog will appear asking you to temporarily disable your Salesforce sync. Click Disable Global Sync. We'll re-enable this when finished. In the next dialog, click Enable Sync to start syncing this object into Marketo. Next, click on the Edit Visible Fields button. In the dialog that appears, find the sf4twitter__Content__c field and check the Trigger box for that row. When you're done, click Save. Repeat the process for your Contact objects, renaming the object to Twitter Conversation (C)and enabling the sf4twitter__Content__c field in your trigger, as you did for the Lead version above. When you're finished, go to the Salesforce tab and click Enable Sync. Scoring tweets In the Marketing Activites tab, create a new Smart Campaign to score your tweets. In the Smart List, trigger on Added to Twitter Conversation (L) and add a constraint Content contains [your company name].  Do the same for Added to Twitter Conversation (C) In the flow, you can take any action you'd like, such as sending an alert or creating an interesting moment. In this example, we'll give the lead +5 points to their lead score: In the schedule tab, set the campaign to run every time. When you're done, activate the campaign From now on, any tweet from a lead or contact containing your company name will be scored.
View full article
Sometimes you may see a link in your email that isn't decorated when you mouse over it.  That same link isn't tracked when you click it. Check that there is a link The most common solution is to add a link to the email.  Many email clients will automatically add links to when the text looks like a URL.  For example, here's a link as it was typed in an email: But Outlook renders that text as a link: To fix this, edit the email and add a link to the URL by highlighting the text and clicking the link icon in the HTML editor: Check the <a> tag If you edited the HTML, check to make sure it's correct.  Check if the: href is enclosed with quotes <a> is opened and closed correctly Check for class="mktNoTrack" If you edited the link with class="mktNoTrack", the link will not be decorated by Marketo.  You'll have to remove that class from the email template or email body, depending on where it is. Validate your email HTML As an additional check, you might want to run the HTML through a validator; HTML errors can cause links to break among other problems. Download the HTML for your email with the Download HTML button in the HTML Tools menu. Then run the HTML through HTML Tidy.  You should address the issues it discovers as they may be responsible for the bad link.
View full article
Issue: I added a link to an external page in one of my emails, when I receive the email and click on the link, it appears to be broken, but I am sure the URL is correct. Solution: Marketo adds code to links in emails as we send them out to track clicks. If the destination page is one that does not support URL parameters, the page may not load. This is very rare but in the case that it happens in your testing, you can try disabling tracking for that specific link. See Disable Tracking for an Email Link for detailed instructions.
View full article
Enable people to fill in forms using their social network profile. Social form fill also captures social profile data about your leads. Not all customers have purchased this functionality. Contact your sales rep for details. 1. In Marketing Activities, select the form, and click Edit Form. 2. Under Form properties, click the Social Form Fill link to enable it. 3. Select the social networks leads can use to prefill the form. 4. Buttons for the selected networks appear at the top of your form. Enabling social form fill might affect the layout of the landing page that contains your form. What's Next: See Manage Social Profile Data for the fields that are available from each social network.
View full article
Uncover powerful, yet simple-to-use features of Design Studio. Join Don Mayberry, Marketo Support expert, as he reveals the lesser known treasures in Design Studio that will help you hone your craft. In this session, you will learn: Key features of the Email Editor and Landing Page Editor to craft the email and landing page to your needs. How to manipulate content on your landing page.   Watch the recorded webinar Useful resources:      CampaignMonitor.com  specifically;     Guide to CSS Support for Email Clients     Design Guidelines Top HTML Email Coding Mistakes from Mailchimp.com Tools for FireFox Colorzilla Firebug Download Attachments: Master-Design-Studio-1-2011.pdf
View full article
If you have registered for Marketo Foundation Virtual or Classroom or other live training or workshop sessions, and have not yet received a confirmation or are having difficulty accessing a session, here are some things to check: Q: When did you register? A: Registration closes the Friday before the Monday class start, or when the class is full, whichever comes first. You will NOT be able to register the morning of a class; we recommend registering at least a week ahead of time. Q: Does Marketo send a “you cannot Register” note? A: The course catalog indicates that the course is full once all registrants are approved and all seats taken. You will not be Registered if the course is full. However, we often receive more registrations than available seats before we've approved all registrations. In that case, you will receive a message from us indicating that the course is full and a link to the next available class. Q: I've registered. How do I know my Registration is confirmed? A: You are only fully registered for a course once you have received your confirmation email. If you have not received your confirmation email within two business days of your registration, it is possible that you did not complete your registration (all required fields must be filled out, and the form fully submitted). If that is the case, please attempt to re-register. If your registration is accepted, you will receive your confirmation email within two business days. Q: Where is my confirmation email? A: If you have not received confirmation or reminder messages from GoToTraining within one business day of the start of your session, please check your email's spam and/or quarantine folders. The message will come from us, but the sender email is customercare@gototraining.com--make certain that this email address is on your approved senders list. Q: Do I get a different meeting link for each day of class? A: You'll use the same meeting link for all the sessions in that week. Q: Can I share the training meeting URL link with others in my organization? A: The link is unique to you. Please do not forward or share it. If someone else uses your session link before you do, you will be locked out and will be unable to attend that day's session. However, you can use a single access in a conference room setting if you wish to use the session as a group learning within your company. Note that if you choose this method, only the registrant will show in our records as having attended the course. Q: I have followed the link for my session, but it won't start. A: On occasion, the GoToTraining utility will freeze when it's loading. Make sure that you have java enabled on your browser. We find that Firefox is the most stable browser to use with GoToTraining. If your session does not fully load after a few minutes, you may need to restart it. If it still does not load completely, please contact GoToTraining support through their support site:support.citrixonline.com/en_US/gototraining Q: I need to attend my sessions over different weeks. How do I register? A: Currently, you'll need to register for each week you're interested in attending, even if only attending a portion of the course. Q: When is the next course? A: See http://community.marketo.com/MarketoCourses for all upcoming dates for Marketo Foundation Build Workshop live online sessions. Q: I want to take the 5th module (on demand). Where is it? A: Module 5 is covered in two parts: Reporting: http://community.marketo.com/MarketoFoundationMLMReporting Modeler: http://community.marketo.com/MarketoRCAModelerFundamentals
View full article
To view this presentation click here.
View full article
Note: Please ensure that you have access to an experienced CSS and Jquery developer, because Marketo Technical Support is not set up to assist with troubleshooting custom coding. Advanced solution - requires CSS and jQuery knowledge Issue: Need to set a popup window in Marketo. The rich text editor (hyperlink - popup tab) has this feature but gets overrode by most browsers opening in a new tab. Solution: Use jQuery. Here's a third party site that covers how: http://yensdesign.com/2008/09/how-to-create-a-stunning-and-smooth-popup-using-jquery/ This does work in Marketo landing pages - The header content goes in the custom head HTML Save a copy of the CSS and popup.js to the images and files section of Marketo Update the CSS and .js files to your copies in Marketo I used the same input version in the example here, but you could use a link or content instead. Click here for a sample page in Marketo using the above solution: info.dbmayberry.com/popupsolution.html
View full article