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Summary Aggregating/summing two score fields Issue You have two new score fields (for example: 'Implicit score' and 'explicit score') and you're wondering if there's a way to sum/aggregate these scores together for all records within Marketo. Solution To aggregate different score values together within Marketo, you should first create a third 'sum' field meant to capture the aggregate of the two scores. (Example: 'sum score') Now, we have 3 scores: Explicit Score, Implicit Score, and a Sum Score SOLUTION First, setup the scoring smart campaigns for implicit and explicit score as you normally would. Once those scoring programs are setup, add the sum score field to the flow of each respective campaign, increasing that score by the same interval that you increase the implicit or explicit score by. This should allow the scores to aggregate over time. Example 1 "Implicit Scoring campaign: Trigger: Visits web page 'x' Flow: 1. Change Score [Implicit score] Change: +5           2. Change Score [Sum score] Change: +5 Explicit Scoring campaign: Trigger: Fills out form 'y' Flow: 1. Change Score [Explicit score] Change +10           2. Change Score [Sum score] Change +10 Final result if a record runs through both campaigns > Implicit score: 5, Explicit score: 10, Sum score: 15" In the above example, the sum score flow step is simply added to each respective explicit/implicit scoring campaign, with the same change interval applied. Once applied to all relevant scoring programs in the instance, the sum score should continue aggregating the two scores into the sum score field. If you're increasing both explicit and implicit scores within one campaign instead of separating out by score type, you could also accomplish this with the same logic and instead adding the summed score interval within that same flow, for example: Example 2 "Scoring campaign: Trigger: Person is created Flow: 1. Change Score [Implicit score] Change: +3           2. Change Score [Explicit score] Change: +4           3. Change Score [Sum score] Change: +7 Result > Implicit: 3, Explicit: 4, Sum: 7" -------------------------------------------------------------------- Potential Alternative solutions: 1. Have your SFDC/CRM Admin create a workflow within the CRM which sums the two fields as they sync. This requires the score fields in question to be synced to the CRM. 2. Call a webhook, which will keep the aggregate in line with the individuals each time it's called. This would be a custom webhook implementation that Support cannot assist with. Sources for alternative solutions: How to sum Lead Scores in one aggregate score field Add two Scores in Marketo  
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Summary Mismatch between "Added to [custom object]" and "Has [custom object]" filters for a SFDC Custom object Issue You build a Smart List for "Added to [custom object]" for your SFDC Custom object and you notice the number of records qualifying is lower than expected. The "Has [custom object]" filter pulls more records, however, and matches what you see in SFDC. Environment SFDC/Marketo Solution This is expected behavior if you have records that were already associated to the SFDC Custom object before they were pushed to Marketo. If you have records that were already associated to the SFDC Custom object before they initially synced to Marketo, those records would not have an "Added to [SFDC Custom Object]" activity on their record in Marketo, which means they would not qualify for the "Was added to [SFDC Custom Object] Smart List filter" In this scenario, it is recommended to use the "Has [SFDC Custom Object]" filter to get the accurate numbers, as this should include all Marketo records that are associated to the Custom Object, even if they were added to it prior to being synced and created in Marketo. Root Cause Records already being associated to the SFDC Custom object before they were initially synced to Marketo.
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Summary Customers may face errors referencing Segmentations when importing programs between instances. Issue Program import fails giving an error message like the example below: "Marketo encountered an error while importing Nurture Program: EXAMPLE - Acquisition NUR B2B [SMB] FY24 - TEST Why: The Segmentation_Type_1003 field exists in the following objects: Person What to do now: Create a field named Segmentation_Type_1003 in the Person object." Environment Marketing Activities Import Program Solution The simplest solution would be to temporarily remove the Segmentation references from the child assets (Smart Campaigns, Smart Lists, etc.) that currently exist in the importing Program within the source instance. Once the import succeeds, references to the Segmentations can be re-added to the source (as well as the destination, if needed) instance's Program's assets.  
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Issue When trying to clone a Form or Landing page from Design Studio to a specific Program under Marketing Activities, there is no list of programs that appear.   Solution This is expected behavior. When you don't see a program listed, this is because the number of programs in Marketing Activities actually exceeds what we're able to display at one time. If you start typing into the Program field in the pop-up window, you should start to see programs listed in the drop-down. For example, you enter the name of the particular program, you will get a result.  
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Summary UTM Parameters Not Populating with Known People Form Fill Issue UTM parameter field values are not being captured for some people's form submissions, even though the form is configured to capture the values. Solution When a form is using the "Show Custom HTML Form for Known People", the submission button will generate a Filled out Form activity, but will not write any new field values. When attempting to capture UTM parameters with the feature enabled, those UTM values, as well as the other fields on that form, will not be captured. Show Custom HTML Form for Known People | Adobe Marketo Engage
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Summary How to see all the historical Support cases created for Marketo Issue How to see all the Marketo Support cases, attachments, and comments related to your historical support cases Environment Support Portal Solution Authorized Contacts can see the cases that they personally created/own, and the Support Admins can access the all cases on the entitlement from within the Support portal. Below is a community article with additional information and instructions: Managing your Support Cases  
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Issue Does Marketo re-use or recycle old deleted lead IDs?  Root Cause After a lead is fully deleted, it would be very rare for the lead ID to be re-used. The vast majority of the time lead IDs are unique and not re-used. If you have an external database or reporting system that relies on a unique lead ID, the best practice would be to ensure these systems are up-to-date on all lead deletions.
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Issue An email asset with a program MyToken is not reflecting correctly after a campaign send, even though the email asset is within a program with the correct token value. Root Cause If the smart campaign that sent the email is in a different program, the MyToken reference will come from the program of the sending smart campaign, not the program where the email lives.
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Issue Leads are stuck in a smart campaign's Wait Step and have not moved onto next steps, even though the Wait Step has been updated/shortened and the lead should move onto the next step. Solution When a lead enters a Wait Step, it remains in the Wait Step as defined at the moment they entered it. For example, if the lead enters a 1 week Wait Step, it will remain in the step for 1 week. If the Wait Step is updated to be longer or shorter (for example, shortened to 3 days or extended to 2 weeks), the lead that already entered the Wait Step (when it was 1 week) will remain in the Wait Step for the original duration. New leads entering the Wait Step will abide by the new duration.
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Issue Customers may run into limitations with Webhook providers or other third party REST services that require their fields are an integer type field.  This may present issues with those values being inputted to Marketo (and other systems) accurately if a record has a value outside of the integer value limitation range: -2147483647 to 2147483647   Environment Marketo/Third Party REST/Webhook Providers Solution There is no way to increase/modify the integer value limitations on the Marketo side.  This is not a Marketo product limitation, it's the defined constraints of Integer data types. If you're running into issues with values from a third party/webhook provider falling outside of the limitation range, this will present issues with the field value being accurately logged in Marketo. In this scenario, it's worth checking with the third party/webhook provider to see if they have any flexibility around which field types they can allow (for example, String or Float type fields have less limitations and will allow for larger or smaller numbers outside of the -2147483647 to 2147483647 range). For a full overview of Marketo field limitations, you can visit the below article: Marketo Field Limits by Field Type
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Issue When cloning an asset from Design Studio into Marketing Activities, there is a box that asks you to select which program to clone the asset into. When clicking into this box, you may see No Results, even though there are programs within Marketing Activities. This is a article attached image Solution Expected Behavior: This happens when there are too many programs in the Marketing Activities tree. To select your desired Marketing Program, begin typing the Program Name, and results will begin to appear in the Program drop-down. This was designed to increase UI performance when cloning assets into Marketing Activities from Design Studio.  
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Issue When attempting to import a list in the UI, an error appears that states "Invalid encoding" and the import does not complete. Root Cause Marketo requires the import CSV file be encoded with one of the following: UTF-8, UTF-16, Shift-JIS, or EUC-JP. As next steps: Re-save the file, for example in Excel as file format CSV UTF-8, with the correct encoding. Then re-try the import into Marketo. If the error persists, contact Marketo Support.
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Issue You have a Batch Campaign or Email Program setup where the amount of people qualified is more than what's listed under the Smart Campaign Person Restrictions limit (for more context, see Enabling Person Restrictions for Smart Campaigns). Within that same program or campaign, you calculate that between the number of qualified people reduced by how many are blocked from processing puts the total count of records below the Person Restrictions for the instance. Would the campaign or email program still execute and process the appropriate leads that aren't blocked or does Marketo solely look at qualified members to determine if that's more than allowed based on Person Restrictions? Environment Admin Marketing Activities Marketo Scheduling Solution Yes, the campaign will still run as expected. Both Email Programs and Smart Campaigns effectively disqualify non-marketable people before processing records towards the Campaign Processing limit. Example: Your instance is setup to limit campaigns from processing more than 500k records in a given Smart Campaign. If you have 600k qualified for your Smart List (Audience) but 200k of the records are blocked, the campaign will still run as only 400k marketable people qualify to actually get processed through the campaign. Blocked records don't get processed through the campaign execution and, therefore, don't add or contribute to campaign processing limits.
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Issue Field values updated in Marketo do not sync to SFDC when the record exists as a Contact.  Environment Marketo - CRM Native contact Sync Solution The issue is caused by the interaction of the Block Field Updates with the conflict resolution rules for Contacts described here.  The Block Field Updates will prevent Marketo from writing values from Salesforce into Marketo, but it does not prevent the sync from attempting to sync those values. If a field has Block Field Updates enabled to prevent updates from SFDC and that fields gets updated in both Marketo and Salesforce at the same time, Marketo will attempt to use our conflict resolutions rules to allow the update from SFDC to override the Marketo updated.  The Block Field Update prevents this from occurring which leaves the records stuck unable to update the value in either system. To resolve the issue for the specific records, the Block Field Updates setting must be removed for the specific values to allow the values from Salesforce to sync down. Then the feature can be re-enabled. To prevent recurrences of the issue in the future, Users and processes in Salesforce must be prevented from editing those values to prevent a conflict from occurring. 
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Summary Marketo Form Does Not Appear on a Landing Page Issue Marketo Form embedded on a Landing Page and the Form does not load.  Environment Marketo Solution If you are able to reproduce the behavior in a Private Browsing window using Firefox, then issue is most likely caused by the embed being used. Examine the embed code on the page and ensure that the Form is loading using your instance's Landing Page Domain.  For example you may see your embed code formatted as   <script src="//app-sj01.marketo.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//app-sj01.marketo.com", "123-ABC-456", 1);</script> It instead it should look like  <script src="//123-ABC-456.mktoweb.com/js/forms2/js/forms2.min.js"></script> <form id="mktoForm_1"></form> <script>MktoForms2.loadForm("//123-ABC-456.mktoweb.com", "123-ABC-456", 1);</script> Once the embed code has been updated, load the page again and the Form should now appear.     Root Cause Firefox released a privacy update that blocks loading of certain elements directly from the marketo.com domain. This prevents Marketo Forms from loading when they point to a source of marketo.com. Updated the embed code to use your Landing Page Domain allows the form to load correctly. 
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Summary Adding Webinars from Additional Users Issue After setting up the Marketo/Zoom integration and attempting to connect a Webinar to an Event Program, you may see the message "This Account has no Webinars" or certain webinars may be missing as an option.  Environment Zoom/Marketo Solution When setting up the Marketo/Zoom integration an Admin user must be connected to the Launchpoint integration. By default, only webinars created directly by this Zoom user will appear as options. If other users have shared webinars with this admin, additional steps must be taken to make them visible in Marketo. In this article you will find the steps to add additional Zoom users to the Marketo integration configuration. Once those users have been added, webinars they own will be available as options in Marketo. Webinars owned by users not added with the instructions above will not be available in Marketo.   
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Issue When attempting to access Marketo Sales Insight within Salesforce, you may receive the error "Marketo Sales Insight is not Enabled".  Environment Marketo Sales Insight Solution To resolve the error follow the steps documented here  to reenter your credentials for Marketo Sales Insight. Once the credentials have been entered and saved, Marketo Sales Insight will become accessible.   
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Issue When using the [mktorest.com/rest/asset/v1/emailTemplates.json] end-point to pull all Email templates, the COUNT is much less than what is shown in Marketo's Design Studio Global Search.   Solution This is the expected behavior. When viewing the total count of Email templates in the Design Studio UI, it will count EACH shared template that is shared across other workspaces, counting the same template multiple times depending on how many workspaces it's shared to. However, when retrieving the Email Templates from the REST API, it will only return DISTINCT Email Template ID's from the originating shared workspace where the template resides. It will not return the templates from the shared workspaces. Root Cause REST API Expected Behavior
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Issue When using the Merge Lead(s) REST API end-point and merging multiple leads, which field values would be copied to the winning record? In the below example, the winning lead record has a blank value for Job Title. When merging all 4 leads, which field value will get copied to the winning record from the list of losing records?  This is a article attached image Solution The field values that will be injected to the winning lead record are directly impacted by the order of leadID's in the Lead array parameter of the call, where the FIRST leadID listed in the parameter array will be the winning value IF the field on the winning Lead record is blank.  URL Example {{baseUrl}}/rest/v1/leads/4231/merge.json?leadIds=2232,1323,1455 RESULT  Based on the above excel chart, LeadID 4231 (Winner) would have their Job Title field updated = 'electrician'. URL Example #2 {{baseUrl}}/rest/v1/leads/4231/merge.json?leadIds=1323,1455,2232 RESULT Based on the above excel chart, LeadID 4231 (Winner) would have their Job Title field updated = blank/empty.   Root Cause This is the expected behavior when merging multiple leads via the REST API Merge Leads end-point.  
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Summary When renaming a field in a CRM Custom/Entity it does not reflect the change in the constraint of filters/triggers/ Issue I renamed a field in my CRM Custom Entity/Object (MSD/SFDC) and I refreshed the schema. I can see the field name change reflected in the CRM Custom Entity/Object, but when I look for the field in constraint for filter/trigger I only see the old name. Environment Smart List Solution The workaround is that the customer can create a new field on the SFDC side and copy all the values from the old field to the new one. Then, this field can be used in smartlist filters. Old field can be disabled after that. Root Cause We are not propagating field name changes from SDFC to Marketo.
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