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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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Issue You need to locate the Munchkin ID for a specific Marketo instance. Solution What is a Munchkin ID? Marketo's custom JavaScript tracking code, called Munchkin, tracks all individuals who visit your website so you can react to their visits with automated marketing campaigns. Even anonymous visitors are tracked along with their IP addresses and other information. The Munchkin ID is the unique identifier for a specific Marketo instance and insures tracked activity goes to the correct instance.   How to find your Munchkin ID   1. Log into the specific Marketo Instance you need the Munchkin ID for. You can verify the instance name by checking the listing in the top left of your browser. This is a article attached image   2. Go to Admin and click Munchkin in the tree on the left in the Integration section.   This is a article attached image   3. The Munchkin Account ID will be the first thing listed in the Tracking Code box.   This is a article attached image
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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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  Welcome to Marketo Support This guide provides individual links that covers the following topics: Marketo Support Policies Service Level Agreement How to Contact Marketo Support How to Submit a Case Tips on Effective Case Submission Managing Authorized Support Contacts (Support Admins) Managing Your Cases How to Escalate    
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Issue Description Consider a scenario where you wanted to setup a campaign flow in such a way that their program status needs to be changed as “Influenced” if they are currently not a member of that program and the default choice is “do nothing” as seen in the below screenshot. However, you will be able to see that for records who isn’t member of program is getting assigned with default choice and not with the choice 1. Issue Resolution The flow step will change the program status to influenced only if they are member of program and have the status anything apart from "No show", if not default choice will be selected. The flow-step will not add the lead to the program and then change the program status when "Add choice" is used in the "Change program status" flow step. If there inst a choice added as shown in the below image, then the person will also be made a member of the program if they weren't already. Who This Solution Applies To
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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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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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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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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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Issue Description Why does some emails do not appear as an 'Email Filter' option in an Email/Email Link Performance Report? https://docs.marketo.com/display/public/DOCS/Filter+Assets+in+an+Email+Report   Issue Resolution The reason why some emails do not appear as an 'Email Filter' option in an Email/Email Link Performance report is because the emails were used in an A/B test. Similar to the product behaviour illustrated below, when adding an A/B test, the selected email will not be directly selectable or appear as an Email Filter option in an Email/Email Link Performance report.   "When adding an A/B test, the selected email will no longer be available for use in any other program." https://docs.marketo.com/pages/releaseview.action?pageId=2359491   In order to report on the A/B test emails that do not appear in the Email Filter option, the parent program can be selected. Is this article helpful ? YesNo
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You may need to have multiple CNAMEs to brand your landing pages for different product lines or company divisions. We recommend that all CNAMEs be on the same domain since cookies do not travel across domains. A good example would be: product1.mycompany.com product2.mycompany.com product3.mycompany.com If you absolutely need the domains to be different that is fine, just keep in mind that you will have to run a tagging campaign to every single domain to ensure that all activity across all domains are being tracked under the same lead in Marketo. This would look something like this: go.mycompany1.com go.mycompany2.com go.mycompany3.com Before you begin adding multiple CNAMEs in Marketo your IT staff will need to create the CNAME records on your domain(s) DNS. See Customize Your Landing Page URLs With a CNAME to have your IT staff create the records and to set the first CNAME. Once that has been completed you can add your additional CNAMEs as Domain Aliases.   Go to Admin then click on Landing Pages. Click on New then New Domain Alias. Enter your Domain Alias and click on Use non-Marketo Landing Page if you want to set the default page to an external one. Enter your Default Page and click Create. Nice job! Now all your Marketo landing pages can be pulled up from two different URLs, in this example: http://product1.mycompany.com/contact.html http://product2.mycompany.com/contact.html   Is this article helpful ? YesNo
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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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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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Issue: With long options in a select (dropdown) list, Internet Explorer will not expand the values as Firefox, Chrome and other browsers will do. This makes reading the values in the dropdowns impossible.   Solution: Insert the following Javascript/CSS in a Custom HTML box on your landing page. This script will only run if IE is used.   <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript"> var $ = jQuery.noconflict();     $(document).ready(function() {   if ($.browser.msie) {   $('select.mktFormSelect')   .bind('focus mouseover', function() {   $(this).addClass('expand').removeClass('clicked');   $(this).parents('li').addClass('liexpand'); })   .bind('click', function() { $(this).toggleClass('clicked'); })   .bind('mouseout', function() { if (!$(this).hasClass('clicked')) {   $(this).removeClass('expand');   $(this).parents('li').removeClass('liexpand'); }})   .bind('blur', function() {   $(this).removeClass('expand clicked');   $(this).parents('li').removeClass('liexpand'); });   }   }); </script>     <style type="text/css">   select.expand { width: auto !important; position: absolute; } li.liexpand { padding-bottom: 22px !important; padding-bottom: 9px !important\9; } *+html li.liexpand { padding-bottom: 9px !important; } </style>   Is this article helpful ? YesNo
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Issue Description What happens when you enable "Send all Tout emails in my team through this server connection" within the SMTP Server settings on ToutApp.com Issue Resolution When you select "Send all Tout emails in my team through this server connection" within the Tout admin panel, this will provide the option to all standard users to either choose to use the ToutApp Email Servers or your company's own Email servers. If you decide to share the SMTP Settings with the team, t is recommended that you have your IT team setup a dedicated STMP/Email account to use as the Custom SMTP Credentials. Note: Each user can choose to either use the Tout servers or the configured & shared SMTP server. It is not applied automatically to all users.
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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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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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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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These directions show you how to create a profile with access to Sales Insight while removing access for your other profiles.  These instructions assume you've already installed the Sales Insight AppExchange package.   Create a new profile If you have a dedicated profile for your Sales Insight users, you can skip this step.Otherwise, you should create a new one now.  Go to the Setup page and pick Administration Setup -> Manage Users -> Profiles in the menu.  Then click the New button at the top of the page: This is a article attached image   Next, pick a profile to clone and give the new profile a name.  Click Save when you're done: This is a article attached image Edit profile permissions Go back to your Profiles list.  For each profile, you'll need to edit it by clicking its Edit link: This is a article attached image On the edit page, you'll need to change a few settings.  For profiles allowed access Sales Insight: In Custom App Settings check Marketo to make the Marketo app visible In Tab Settings, change the Marketo tabs to Default On In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config if the user should have access to the config settings For those that should not have access to Sales Insight: In Custom App Settings uncheck Marketo to hide the Marketo app In Tab Settings, change the Marketo tabs to Tab Hidden In Custom Object Permissions, uncheck Read, Create, Edit, and Delete on Marketo Sales Insight Config   Click Save when you're done with each one.   Changing views Next, you'll need to create a new view for your Sales Insight profile. These instructions describe how to set up the Lead page; repeat the steps to set up your Contact, Opportunity, and Account page layouts. Go to the Setup page, then pick App Setup -> Customize -> Leads -> Page Layouts and click the New button. This is a article attached image   Clone your layout of choice and give the layout an appropriate name like Sales Insight Layout.  Click Save when you're done.   This is a article attached image Follow the instructions in the Installation guide for configuring the lead detail page.Installing the Marketo Sales Insight AppExchange packageGo back to the Page Layouts section and click the Page Layout Assignment button.   This is a article attached image   Click Edit Assignment This is a article attached image   Select your Sales Insight profile, then select your sales insight layout from the Page Layout to Use pulldown.Click Save when you're done.   This is a article attached image Repeat these steps for your Contacts, Opportunities, and Accounts page layouts.   Other Changes   Here are some other places where Sales Insight items could appear.  You'll have to remove them outright since you can't use Profiles to limit access to them: Remove Sales Insight buttons from Search Layouts for Contacts, Leads, and Accounts Remove Sales Insight columns from Contact and Lead lists
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