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Issue Change SFDC Campaign Status, Add to SFDC Campaign, and Sync Lead to SFDC Campaign flow steps are skipped/failed when the SFDC Campaign is synced with a Marketo Program.     Solution When the Marketo Program is synced with the SFDC Campaign, Marketo Program Membership will automatically sync over status updates to Salesforce. This automatic process overrides the all SFDC Campaign-related and Sync-related flow steps and will cause them to be skipped/fail in Smart Campaigns.      
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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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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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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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Importing lists containing non-English names into Marketo may replace accented characters with invalid ones, often squares or non-alphabetical signs.   The "character set" parameter identifies a character encoding, which is a method of converting a sequence of bytes into a sequence of characters. This conversion fits naturally with the scheme of Web activity: servers send HTML documents to user agents as a stream of bytes; user agents interpret them as a sequence of characters. The conversion method can range from simple one-to-one correspondence to complex switching schemes or algorithms.   It is a good practice to set the browser to an appropriate character set before running the import. The most widely used are:   Unicode (UTF-8) A universal character set that defines the characters included in a majority of the languages of the world. It can work with pages and forms that include a mixture of languages within the same page.   Note: Old browsers may have an issue with you using the UTF-8 character set. It may be wise to consider ISO-8859 for old releases. ISO-8859-1 Also know as Latin1, includes the latin based languages of the world. It includes most western european languages.   ISO 8859-1 Western Europe ISO 8859-2 Western and Central Europe ISO 8859-3 Western Europe and South European (Turkish, Maltese plus Esperanto) ISO 8859-4 Western Europe and Baltic countries (Lithuania, Estonia, Latvia and Lapp) ISO 8859-5 Cyrillic alphabet ISO 8859-6 Arabic ISO 8859-7 Greek ISO 8859-8 Hebrew ISO 8859-9 Western Europe with amended Turkish character set ISO 8859-10 Western Europe with rationalised character set for Nordic languages, including complete Icelandic set ISO 8859-11 Thai ISO 8859-13 Baltic languages plus Polish ISO 8859-14 Celtic languages (Irish Gaelic, Scottish, Welsh) ISO 8859-15 Added the Euro sign and other rationalisations to ISO 8859-1 ISO 8859-16 Central, Eastern and Southern European languages (Albanian, Croatian, Hungarian, Polish, Romanian, Serbian and Slovenian, but also French, German, Italian and Irish Gaelic)   Microsoft Internet Explorer   Mozilla Firefox   Apple Safari   Google Chrome     Opera   Mozilla Camino (Mac OS X)
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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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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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Add the below code to a custom HTML block, update the name in bold  to the name of the field. Replace the **** with the word "script" <**** type="text/javascript"> (document).getElementsByName('FIELDNAME')[0].removeAttribute('checked'); </*****> Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Here's a sample page: http://info.dbmayberry.com/noinitialbutonvaluechecked.html
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In offering a premium email delivery platform to our customers we carefully monitor our IPs for listings on significant blocklists. When we find that one of our customers was responsible for a blacklisting we contact that customer and request some actions be taken to re-mediate the issue. The goal is to isolate potential spamtrap addresses and remove them. The group of addresses you select should be broad enough to capture those potentially bad addresses but small enough not to suppress a huge portion of your database. Step 1 Build an inactive Smart List using ALL filters Was sent email the day of and day before the spam trap hit (please contact support@marketo.com for the date of the trap hit if you do not have this information already.) Lead “was created” date is at least 6 months ago   Inactivity Filters  Not visited web page is “any”; constraint date of activity “in past 3 months” Not filled out form is “any”, constraint date of activity “in past 6 months” Not clicked link in email is “any”, constraint date of activity “in past 6 months” Not opened email is “any”, constraint date of activity “in past 6 months” If you have custom database fields that would show other forms of activity feel free to add this into your inactive Smart List to exclude active leads.   Step 2 Once you have created a smart list to identify these suspect leads remove them from your database. [Leads Tab > Lead Actions > Flow Actions] You’re Done!      
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Summary Customers based in our San Jose datacenter experienced a service issue causing an interruption in email sends beginning on Tuesday, September 11, 2018. No customers outside of the San Jose datacenter were impacted. This issue has been mitigated and emails are now sending properly. During the impacted timeframe, some email sends were lost and will not be delivered. This documentation is for customers based in the San Jose datacenter and provides details on how to identify the impacted campaigns. We sincerely apologize for this issue and are committed to helping our customers identify impacted campaigns and ensuring proper safeguards are put in place. Impact During the recovery process, we reinitialized the Active Message Queue (AMQ), which is used to process emails during the sending process. The restarts of the AMQ had the following impact: Emails sent by Trigger campaigns during this timeframe (and those waiting in queue beforehand) could not be processed and were lost. Emails that were sent by Batch campaigns during this time or just prior may show that they were sent, but do not show a delivered activity. There are two ways that these could appear: Some Batch campaigns will show every email as sent, but zero delivered. If there are zero emails showing delivered, these Batch campaigns will not send those emails. Other Batch campaigns will show a mix of some emails sent but not delivered and some that show they were successfully delivered. If there are any deliveries showing in the campaign, the rest of the emails sent should send normally. Timeframe The email sending delays began on the morning (PDT) of Tuesday, September 11, 2018. The AMQ reinitialization caused emails to not be sent during the following timeframes: September 11, 2018, 12:30 PM PDT – 1:00 PM PDT September 12, 2018, 9:15 AM PDT – 9:50 AM PDT The problem was mitigated at approximately 10:30 AM PDT on Wednesday, September 12, 2018. Identifying Impacted Campaigns Smart Lists There are two methods to identify which campaigns had lost emails by using Smart Lists; one for Trigger campaigns, and the other for Batch campaigns. Identifying Trigger Campaigns Emails that were sent by Trigger campaigns while the AMQ was being reinitialized and all emails sent by Trigger campaigns that were waiting in queue to be processed by the AMQ when it was reinitialized were lost. The Smart List below will give you a list of affected leads that had an email sent by a Trigger campaign, but the email was lost before sending. Smart List Filter Rules:   ALL filters Filter #1: Member of Smart Campaign Campaign is "<YOUR_TRIGGERED_CAMPAIGN_NAME>" Filter #2: Was Sent Email Email is "<YOUR_TRIGGERED_CAMPAIGN_EMAIL_NAME>" Date of Activity is 09/12/2018 Filter #3: Not Was Delivered Email Email is "<YOUR_TRIGGERED_CAMPAIGN_EMAIL_NAME>" Date of Activity is 09/12/2018 Filter #4: Not Email Bounced Soft Email is "<YOUR_TRIGGERED_CAMPAIGN_EMAIL_NAME>" Date of Activity is 09/12/2018 Filter #5: Not Email Bounced Email is "<YOUR_TRIGGERED_CAMPAIGN_EMAIL_NAME>" Date of Activity is 09/12/2018 Once complete, your Smart List will look like this: Identifying Batch Campaigns Emails that were sent by Batch campaigns while the AMQ was being reinitialized, or just prior, may show that they were sent, but do not show a delivered activity. There are two ways that these could appear: Some Batch campaigns will show a mix of some emails sent but not delivered, and then some that show they were successfully delivered. If there are any deliveries showing in the campaign, the rest of the emails sent should send as normal and these campaigns were not impacted. Other Batch campaigns will show every email as sent, but zero delivered. If there are zero emails showing delivered, these Batch campaigns will not send those emails. These are the Batch campaigns that were impacted. The Smart List below will show you how to identify whether a specific Batch campaign was impacted. Advanced Smart List Filter Rules: 1 and 2 and (3 or 4 or 5) Filter #1: Member of Smart Campaign Campaign is "<YOUR_BATCH_CAMPAIGN_NAME>" Filter #2: Was Sent Email Email is "<YOUR_BATCH_CAMPAIGN_EMAIL>" Date of Activity is 09/12/2018 Filter #3: Was Delivered Email Email is "<YOUR_BATCH_CAMPAIGN_EMAIL>" Date of Activity is 09/12/2018 Filter #4: Email Bounced Soft Email is "<YOUR_BATCH_CAMPAIGN_EMAIL>" Date of Activity is 09/12/2018 Filter #5: Email Bounced Email is "<YOUR_BATCH_CAMPAIGN_EMAIL>" Date of Activity is 09/12/2018 Once complete, your Smart List will look like this: Campaign Email Results The Summary page in Smart Campaigns has a tab called Email that shows the results of any email sent by that campaign. When trying to identify campaigns that were impacted, you will be looking for campaigns that had emails sent but had zero emails delivered or bounced. All emails will be in Pending. Here’s an example of what to look for: If you see email results showing that all emails that were sent are in pending, this is a Batch campaign that was impacted. No emails from this campaign will be sent. Email Performance Report The Email Performance Report will show you the stats for how your emails have performed. When trying to identify impacted campaigns, check an Email Performance Report for emails on the specific date you need. If you see the same behavior of a large volume of emails sent but all of them in Pending, you’ll be able to track which email sends were impacted. Additional Help If you would like any additional help identifying impacted campaigns, please Contact Marketo Support
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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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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
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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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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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Your ticket to ongoing learning!   Get the training you need, when you need it.  With a Marketo Learning Passport you’ll get unlimited admission to our entire catalog of classroom and instructor-led virtual training courses as well as exclusive access to our growing library of premium learning content. When it comes to advancing your digital marketing knowledge and Marketo skill-set, the Marketo Learning Passport is you all-access pass to ongoing learning.   LEARNING PASSPORT GIVES YOU UNLIMITED ACCESS TO:   • Live instructor-led virtual training courses • Live classroom courses delivered at Marketo Training sites • On-demand recorded training • Marketo’s entire eLearning library • Marketo Expert Series webinars • Skills assessment tools • Exclusive discussion groups     Is this article helpful ? YesNo PASSPORT BENEFITS   Convenient Learn from anywhere in the world, at any time   Cost Effective Pay a fixed price no matter how many courses you take   Complete Access Marketo’s entire University curriculum from beginner to advanced techniques   Want to add a Learning Passport to your subscription? REQUEST CONTACT.   Download the attached Learning Passport Datasheet for more information.
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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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Emails sent with the Send and Track button in the Marketo Outlook Add-in are tracked like emails sent through the Marketo web interface with a few caveats. Tracking multiple recipients If you Send and Track an email with multiple recipients, Marketo will log all click and open activities to the first recipient in the To... field.  Activity done by other email recipients will appear in the first recipient's activity log. New leads versus existing leads When you Send and Track an email and the recipient doesn't exist in Marketo, a new lead will automatically be created. Marketo will do its best to identify the name and company of the lead from the email. When that's not possible, "mktUnknown" will appear in those fields. (Some CRMs will reject leads without a last or company name.) See this article for more: Send and Track an Email with the Email Add-In for Outlook - Marketo Docs - Product Docs When you Send and Track an email to a lead that already exists in Marketo, the email activity will be appended to that lead's activity log. Tracking email sends When you Send and Track an email, the add-in informs Marketo about who sent the email, who it was sent to, and what it contained (subject and body text). This shows up in a user's activity log as a Send Sales Email event. Tracking email opens Emails sent via Send and Track include an invisible image embedded by the add-in; when the email is opened, the email client retrieves the image from our webserver, and an Open Sales Email event is added to that lead's activity log. Email open counts may not always be accurate. Some email clients block images which prevents tracking email opens. Also, some open counts may be inflated because a recipient may browse through their emails; each email view, however long or short, is counted as an open event. Decorating links When you Send and Track an email, each link in the email is wrapped so that Marketo is informed when a recipient clicks any of those links. These clicks appear as Click Sales Email events in the lead's activity log. Clicking a link also cookies the recipient's browser so his web activity on your Munchkin-enabled pages is tracked by Marketo.          
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