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Issue How "And/Or" logic is applied to constraints in Smart List filters and triggers.       Solution In Smart List filters, additional constraints act as "and" logic.   Example: Was Sent: [this email asset] between this date range min number of times: 2   will function as Was Sent: [this email asset] -and- between this date range -and- min number of times: 2   When you have multiple values inside a single constraint, that is "or" logic. Was Sent: [this email asset OR that email asset] There is not a way to change the logic of constraints, so if you wish to have some sort of 'Or' between constraints then you would have to use multiple filters with 'OR logic between them.    
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Issue You need to obtain data in the fields on a Marketo Custom Object.     Solution Marketo does not have Marketo Custom Object data export option in the UI. Smart Lists will show a list of leads with that specific attribute, and you can see custom object data on an individual Marketo record. However, using API, you or your dev team can query the Marketo database to access all values on these objects. Find out more at Custom Objects.    
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Issue Description Are smart list filters that accept text values case-sensitive (e.g. First Name, Last Name)?   Issue Resolution Smart list filters are NOT case-sensitive. For example: If you use the smart list filter 'First Name is John', it will return leads with First Name 'John' or 'john' with a lower case 'j' Vice versa: If you use the smart list filter 'First Name is john', it will return leads with First Name 'john' or 'John' with an upper case 'j' Is this article helpful ? YesNo
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No. Once you sync a Marketo instance to a Microsoft Dynamics CRM instance you cannot sync that same Marketo instance to a different Microsoft Dynamics CRM instance. You can however change the sync user to a different user within the same Microsoft Dynamics CRM instance.
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Supported CRMs   Marketo has out-of-the-box, bi-directional sync support for the following CRMs: Salesforce.com Microsoft Dynamics CRM 2011 Online, On-Premises and CRM 2013   Boomi Connector   Through our partnership with Boomi, you can sync other CRMs to your Marketo system through one of their connectors.  Contact your account executive or the Marketo sales team to learn more about this. Unsupported CRMs   If you use an unsupported CRMs, here are the methods we have available for your integration: Import/Export Review the following articles to use a CSV spreadsheet to import and export leads from Marketo: Import leads from a spreadsheet into Marketo Export a list Custom Fields If you contact the Marketo Success Team, we can set up custom fields for your account as you need them. Send Alert Using the Send Alert flow step, you can inform your sales team, using email, about noteworthy events, including a link to the lead's details.  You can also format your emails with XML so they can be automatically processed by your system. Using Send Alert Munchkin JavaScript API If you have web development resources, you can use our JavaScript API to integrate your web forms with Marketo. Munchkin JavaScript API SOAP API If you have programmers available, you can integrate our SOAP API to retrieve and update leads among other functionality. Marketo SOAP API Is this article helpful ? YesNo
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Issue You receive a notification that the Marketo/SFDC sync has failed due to " Invalid username, password, security token; or user locked out." On the Salesforce side, you see the error "Salesforce setCredential failed with code: {LOGIN_DURING_RESTRICTED_DOMAIN} and message: {cannot log in from current domain}" Solution Take the following steps to troubleshoot this issue: Confirm that the username and password are correct by using them to log into Salesforce. Check to make sure the Marketo IPs are on the Salesforce general whitelist. Check the Marketo sync user's profile in Salesforce and make sure the "Login IPs" include the IPs for your Marketo instance. The complete list of IP ranges is:   199.15.212.0/23 199.15.214.0/23 192.28.144.0/23 192.28.146.0/23 192.28.148.0/23 192.28.150.0/23 192.28.152.0/21 192.28.160.0/19 185.28.196.0/22 103.237.104.0/23 103.237.106.0/23     Who This Solution Applies To Customers integrated with Salesforce using IP restrictions
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Issue Customers on Dedicated IPs are able to set up additional branding within the Marketo sending infrastructure.  You are able to set up a branded 'envelope_from' so the From Domain used by the Marketo sending servers is associated with your brand instead of with Marketo. This enables you to further isolate your sending reputation to your own brand and email activity.  This can improve delivery rates to email networks looking for this level of alignment (generally smaller B2B domains but this can also help with AOL and Gmail).  Branded 'envelope_from' is also key for authentication using DMARC, as it will allow you to align the domains in your email headers. Solution Marketo's default return path/envelope_from domains include: San Jose datacenter - @em-sj-77.mktomail.com London datacenter -    @eu-lon-188.mktomail.com Ashburn datacenter - @potomac1050.mktomail.com Sydney datacenter -  @snsmtp.mktomail.com   Examples: Standard: Dedicated IP 199.15.21x.xxx envelope_from: em-sj-77.mktomail.com   Branded: Dedicated IP 199.15.21x.xxx envelope_from: m01.companydomain.com   Process: To implement this, you will need to chose a sub-domain of your choice for this branding, and set up 3 DNS entries: IN A (your sub-domain): Your dedicated IP IN MX (your sub-domain): Your dedicated IP's host-name (a sub-domain of mktdns.com) IN TXT (your sub-domain) “v=spf1 a mx include:mktomail.com ~all”   The subdomain must be unique. You cannot use your landing page or tracking link domains for your branded return path.  Once that DNS setup is completed, submit a case to Marketo Support with those details and we can complete the process by implementing that branding for your instance's emails.    
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Issue Description Can I use Marketo Sales Insight Outlook plugin with Office 365? Issue Resolution The Marketo Sales Insight Outlook plugin is currently not supported for Office 365 Web Application. The Outlook versions it supports include: Outlook 2000 Outlook 2003 Outlook 2007 Outlook 2010 Outlook 2013 Outlook 2016  Outlook 365 Local Installation https://docs.marketo.com/display/public/DOCS/Install+the+Marketo+Email+Add-in+for+Outlook+with+a+Registration+Code If you would like for Marketo MSI to be supported for Office 365 Web Application, you can raise it as an idea in our community: https://nation.marketo.com/community/product_and_support/ideas Our product managers refer to these ideas for improving on existing features and implementing new features in future releases.
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Issue Description You've been using Marketo for a while and have started noticing that smart lists take longer to process than before. There are multiple filters in your smart list ranging from really specific attributes about a person to really broad geographical information. Issue Resolution The best performance will come when you order the smart list filters from most restrictive to least restrictive. Since your entire database is checked against the first filter, if we can narrow down the number of leads which move on to the next, there are fewer and fewer leads who qualify for each of the subsequent filters. Many times, the processing difference will be minimal. However, as your database grows, the penalty on efficiency can grow over time. If you haven't checked it out already, take a peek over at our product documentation for smart list best practices: https://docs.marketo.com/display/public/DOCS/Best+Practices+for+Smart+Lists
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Issue Your IT department wants to know why they need to create separate subdomains for Marketo email tracking links and Marketo landing pages, and cannot simply use the web domain you already have.     Solution Each web domain can only point to one resource.  Your company's web domain (www.example.com) points to the server or web hosting service that handles your company's web page.  It cannot also point to Marketo's email link tracking server or Marketo's landing page web server.  Additionally, since the link tracking server is separate from the landing page server, you need two different CNAME sub-domains, one for the email links (email.example.com) and one for your landing pages (lp.example.com).    
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Issue Description You come across a few leads who failed to sync to SFDC and would like to have the list of leads who faced the same issue. Issue Resolution Unfortunately Marketo doesn't have a specific type of filter to leads who failed to sync to SFDC. However if they are new leads who haven’t synced to SFDC, then you can filter them by using the filters "Person was created" and "SFDC Type" with condition "is empty".     If you want to find the list of leads (previously synced to SFDC) who failed to sync among a particular group of leads, you can filter by following the below steps.   1. Create a new Boolean type field in SFDC namely "Sync Error?" and with the default value as "true". 2. Wait for the filed to sync into Marketo. 3. Create a smart campaign to select those group of records and the flow steps to change the value of the Boolean field "Sync Error?" to ”False" and then "Sync person to SFDC". 4. Once the campaign has finished running, you will be to pull a report on SFDC on the list of leads who have the value "True" for the field "Sync Error?". It means that the value was not updated to SFDC as the record failed to sync. With this list you will be able to select the records and resolve the sync issue.   You can also create a smart list of leads who were never able to sync with the following filters: Lead was synced to SFDC : Assign to : is not empty SFDC Type: is Empty   I would also suggest that you refer the below list of ideas to improve the visibility of sync errors. https://nation.marketo.com/thread/33692-marketo-salesforce-integration-needs-a-serious-overhaul-dont-you-sync   Who This Solution Applies To Customers integrated with Salesforce Is this article helpful ? YesNo
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Issue The Smart List in a Campaign gives 'Invalid URL' error for a valid URL (non-Marketo landing page URL).   Solution To make sure non-Marketo landing page URL will show up in Smart List's filters, the following steps have to be done. Make sure the Marketo Munchkin Tracking code is implemented and placed within the non-Marketo webpages. The non-Marketo URLs would show in the filter if a known lead/person has visited the web page and tracked into the activity log. Therefore, make a lead/person and visit the webpage to allow Marketo to track and log that URL visit.    
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When a Salesforce-specific flow step runs, sometimes extra steps are performed automatically. Here are the rules, so you know: These rules will apply when the lead is not currently in Salesforce.com as a contact or lead. Marketo Flow step Automatic Action Add to SFDC Campaign Sync Lead to SFDC Change Status in SFDC Campaign Sync Lead to SFDC Add to SFDC Campaign Change Owner Sync Lead to SFDC Convert Lead Sync Lead to SFDC Create Task Sync Lead to SFDC     You can filter out SFDC records in a Smart List using the SFDC Type Filter with the operator set to "is not empty".  All SFDC records have a value in this field.
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New Lead with no email address and no Marketo cookie: If a new lead fills out a Marketo form. Their Marketo cookie is created, lead details (including the cookie) will be updated and the Lead-Database and RTP sync process will be initiated. They will then be known to RTP and eligible for 1:1 personalized RTP campaigns. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Lead with email address but no Marketo cookie: When a known lead with no cookie (e.g. a lead from a tradeshow or a list) receives a Marketo email campaign and clicks on a link in the email and arrives to the website, the RTP script runs and a new Marketo cookie is created for them. The creation of the cookie is also sent to the Lead-Database and initiates the RTP sync process for this lead. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Known Lead with email address and Marketo cookie: Any changes to the lead’s data will be synced between the Lead-Database and RTP within 5 minutes interval.
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Yes. It is possible to exclude specific pages or URL patterns from being tracked by the RTP tag. Contact support with the list of pages / patterns you want to exclude.  
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Issue Description How to view email opens and their time of activity per recipient? Issue Resolution Generally, the date/time stamps on email opens by recipient can be retrieved via the results tab of a smart campaign. If the emails were sent via an email program, go into the Control Panel and click the View Results link in the Audience pane. The other ways to get the activities and time by recepient is to: 1.) Create a smart list to find all leads that have opened the specified email and inspect each activity log https://docs.marketo.com/display/public/DOCS/Locate+the+Activity+Log+for+a+Person https://docs.marketo.com/display/public/DOCS/Filter+Activity+Types+in+the+Activity+Log+of+a+Person OR 2.) Use the activities REST API http://developers.marketo.com/rest-api/lead-database/activities/ http://developers.marketo.com/blog/get-activity-data-via-the-rest-api/ http://developers.marketo.com/blog/retrieve-activities-for-a-single-lead-using-rest-api/ http://developers.marketo.com/blog/polling-for-activities-using-rest-api/
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  This is a article attached image Upon signing a contract with Marketo you are provisioned a Marketo instance and a Support Service. There are four different types of Support Services which are available to meet different customer support needs: Online (Legacy) Business or PREMIER SUPPORT BUSINESS (Legacy) Premier or PREMIER SUPPORT ENTERPRISE (Legacy) Elite or PREMIER SUPPORT ELITE Each Support Service has a different Service Level Target (SLT). An SLT is the amount of time Marketo Support targets to make first contact with you after a support case has been submitted. SLTs differ for each Support Service and priority level. Priority levels range from Priority P1 to Priority P4. Here are the SLTs and priority levels for each Support Service:   Priority Online (Legacy) Business PREMIER SUPPORT BUSINESS (Legacy) Premier PREMIER SUPPORT ENTERPRISE (Legacy) Elite PREMIER SUPPORT ELITE P1 1 hour 1 hour 1 hour 30 minutes 30 minutes 30 minutes 15 minutes P2 4 hours 3 hours 2 hours 2 hours 1 hour 2 hours 30 minutes P3 6 hours 5 hours 4 hours 4 hours 2 hours 2 hours 1 hour P4 3 days 1 day 1 day 1 day 1 day 1 day 1 day   Here are the descriptions for each priority level: Priority Description P1 Mission Critical: Core business function down or potential loss of mission critical data P2 Urgent: Major feature or workflow is not functioning. Mission critical workflow and majority of user community is not blocked P3 Important: Normal usability or task completion is impacted but functional, or workaround is available P4 Minor: Minor issue requiring a correction. Normal workflow is not impacted   Find more information About Support here!  
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Issue Marketo program Members are taking a long time to get updated in SFDC Campaigns.   Solution The Marketo Program to Campaign sync is not real time and will take time to update. The feature is dependent on the Marketo to SFDC background bi-directional sync. Marketo will generally sync SFDC and Marketo objects in the following order: Lead Account Contact User Task Opportunity Opportunity Contact Role Campaign Campaign Member Campaign Member Status As per the order, Campaign related objects are towards the bottom of the list. This means that all objects above it are synced first, and if there are any backlogs on those objects, the Campaign objects can queue up and cause delays.      
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The most common reason this happens is because your "From" email address is incorrect. The easiest way to check this is to go into the results of your campaign, and do a search at the bottom for ‘email bounced’. When results come up, double click on a random one. It will show you the reason for the bounce.   Is this article helpful ? YesNo
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op Foundation Build Workshop Email Deliverability Landing Page with a Simple Form Email Editor Forms 2.0 Engagement Program Programs Channels and Tags Multi Stream Engagement and Champion Challenger Tokens System Lead and Program IBM Email Deliverability Tool Scoring and Score Tokens Lifecycle Basic Reports Acquisition and Attribution Foundation Build Workshop   Back to top   Prerequisites: •    New to Marketo on demand •    Quick Wins in Community Learning Goals 1: Manage Customer Data Learn how to get people into the database and manage information associated with each record. Then target your audience by creating Smart Lists •    Field Mgmt and Custom Fields •    System Smart Lists •    Creating My (Static) Lists •    Cleaning Data, Single Flow Actions •    Targeting Your Audience •    My Smart Lists 2: Marketing Programs: Content Teaches all you need to start building out your first Marketo Email Program, including managing images, designing emails and landing pages, creating a form and A/B testing. •    Images and Files •    Forms—progressive profiling, hidden fields •    Landing Pages •    Emails •    Testing Digital Assets 3: Email Program Learn how to choose which program you should use, create automated campaigns, score people for a maximum win rate. •    Channels, Tags, and Costs for Reporting •    Email Program with a/b testing •    Test the Program •    Foldering and Cloning •    Tokens Time Available in CLASSROOM ONLY: Social Buttons •    Create •    App Settings & Share Flow •    Add to Page Facebook Publishing •    Import Template •    Publish Page •    Change Tab Image Social Form Fill •    Available Fields •    Add Social Form Fill to a form •    Testing with different Social Networks 4:  Engagement Program and Basic Scoring  Nurture your customers with the Engagement Program, and learn how to use standard reports in Marketo. •    Content •    Streams •    Lead Scoring •    Behavior and Demographic Lead Scoring •    Build Lead processing campaigns that work with Lead Scoring protocol •    Data Management : Create Data Management program, e.g. Blacklist, Marketing Suppression   Email Deliverability   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) Prerequisites: •    None Learning Goals •    Evaluate the use of email deliverability •    Identify ways to improve email deliverability •    Explain email and privacy laws •    Identify best practices for adhering to privacy laws and standards   Landing Page with a Simple Form   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    None Learning Goals •    Create a very simple Form •    Create a Landing Page – pick a template and use the properties sheet •    Add Assets to the Page – add images, apply a form, position assets, change colors •    Publish Your Page   Email Editor    Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    None Learning Goals •    Basic Set Up •    Modifying text •    Placing, modifying and linking images •    How and when to use tables •    Add the Forward To a Friend Link •    Proofing tools.   Forms 2.0   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Creating a Form •    Form Settings •    Choosing a Form Theme •    Adding custom CSS to a form •    Understanding General Settings of a Form •    Progressive Profiling •    Custom HTML •    Advanced Than You pages •    Using Social Form Fill Thank You page •    Field Details •    Understanding Field Details display area •    Field Properties •    Field Behavior •    Approve and Close a Form Email Program   Back to top Delivery Types: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Audience- list import and smart lists •    Basic Email creation •    Schedule the email send •    Approving the program •    Resend Campaign •    Reporting Dashboard   Engagement Program   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Create a Program •    Add Content •    Manage Content •    Add People to the Program •    Use the Reporting Dashboard   Programs Channels and Tags   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level: Advanced Learning Goals •    Why Programs? •    Program Types •    Tags & Channels •    Reporting Multi Stream Engagement and Champion Challenger   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level:  Advanced Learning Goals •    Create a Multi-stream Engagement •    Exercise on Building an Engagement Program with campaigns •    Other Options and Solutions for Engagement that may fit your company: Drip Nurtures, Additional Campaigns •    Basic Nurture Reports: Successes, Channel, Opps •    Key Takeaways and Tips   Personalizing with Dynamic Content   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level: Advanced Learning Goals •    Dynamic Content Overview: what is dynamic content, what can you do with and some ways to help you think about how you might use it. •    Segmentations:  learn how to use the new leads segmentation feature to create dynamic content targets. •    Snippets: creating little bits of content, either images file or text, to use across all Marketo programs •    Dynamic Emails and Landing Pages: how to build your emails and landing pages, adding in Dynamic Content Elements based •    Lastly, you will learn how to Modify an Email Template for Dynamic Content.   Tokens System Lead and Program   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) Prerequisites: •    Level: Advanced Learning Goals •    What are Tokens? •    Personalization Tokens •    System Tokens •    My Tokens and a good My Token Strategy •    Token Overall Strategy IBM Email Deliverability Tool   Back to top Delivery Method: •    On-Demand only Prerequisites: •    Must have IBM Email Deliverability package •    Level: easy-ish Learning Goals •    Learn the email preview function •    What is an Email Score? •    How to interpret deliverability stats •    Controlling test sends to remain in-budget   Scoring and Score Tokens   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    None Learning Goals •    Two Basic Types of Scores •    Common Campaigns •    Program Import Library •    Scoring Tokens   Lifecycle   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    None Learning Goals •    What is the Funnel? •    Pushing Qualified Leads to Sales •    Lifecycle Campaign vs Marketing Campaigns •    Setting Up Sales Alerts   Basic Reports   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    Have run several programs to have data to analyze Learning Goals •    Program Dashboards •    Reports in Programs •    Reports in Analytics •    Customizing Reports •    Report Subscription Acquisition and Attribution   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    Have run several programs to have data to analyze •    Experience in Basic Reports Learning Goals •    Uncover which nurturing/acquisition programs to continue to invest and which to discontinue/make changes •    Learn why is this important & how to make it happen •    Determine what is effective in generating and closing opptys Is this article helpful ? 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