Knowledgebase

Sort by:
You may want to allow the user to select multiple values for a single field when filling out a form. Here is how: 1. Find the form you want to add the multi-select field to, select it and click Edit Form. 2. Under Template Form Fields, find the field and drag it into the canvas. 3. Select the field you just dragged in. 4. Under Form Properties, change the Input Type to select and click into the canvas to apply changes. 5. Select the field again. 6. Add the list of options in the following format to Value List: Lead Management, Sales Insight, Revenue Explorer, Financial Management 7. Check Allow Multiple Sections. 8. Click in the canvas to apply changes. There you go! Now approve the page this form is on and leads can hold CTRL/Command and click to select multiple values before submitting.
View full article
Uncover powerful, yet simple-to-use features of Design Studio. Join Don Mayberry, Marketo Support expert, as he reveals the lesser known treasures in Design Studio that will help you hone your craft. In this session, you will learn: Key features of the Email Editor and Landing Page Editor to craft the email and landing page to your needs. How to manipulate content on your landing page.   Watch the recorded webinar Useful resources:      CampaignMonitor.com  specifically;     Guide to CSS Support for Email Clients     Design Guidelines Top HTML Email Coding Mistakes from Mailchimp.com Tools for FireFox Colorzilla Firebug Download Attachments: Master-Design-Studio-1-2011.pdf
View full article
Issue: You create Marketo campaigns but they are not showing up in Sales Insight in Salesforce. The steps below illustrates all the steps that are required to make these campaigns show in Sales Insight. Resolution: 1. Setup up a trigger campaign in Marketo using the "Campaign is Requested" trigger using a source of "Sales Insight" 2. Activate the campaign you created in Step 1 above from the "Schedule" tab of your campaign. This is very important. If the campaign not activated, it will never show up in Sales Insight.
View full article
For a list of blocklists worth paying close attention to visit our article Top blocklists - What you need to know.
View full article
Revenue Cycle Analytics represents the highest pinnacle of using Marketo. You can analyze your programs in depth. However, it is designed for people with some familiarity with business intelligence analytics tools. EASY Create an Opportunity Influence Analyzer Tell the Marketing Story with an Opportunity Influence Analyzer Configure an Opportunity Influence Analyzer Make a Program Without a Period Cost Available in Revenue Explorer and Analyzers Export Opportunity Influence Analyzer Data POWERFUL Subscribe to a Revenue Explorer Report Create a Program Analyzer Compare Channel Effectiveness with the Program Analyzer Compare Program Effectiveness with the Program Analyzer Explore Program & Channel Details with the Program Analyzer Build a Program Membership Analysis Report that Lists Leads Build an Email Analysis Report that Lists Leads Build an Email Analysis Report that Shows Program Information COMPLETE Create a Success Path Analyzer Explore Model Metrics in the Success Path Analyzer Manage Report Subscriptions Sync Custom Fields to the Revenue Explorer Leads by Revenue Stage Report Override Analytics Behavior at the Program Level Find all Leads in a Revenue Cycle Model Share a Model Across Workspaces Report on Your Revenue Model OLD ARTICLES We are working to improve these articles. They will be updated in the coming months. Add Leads to Your Model Build a Revenue Cycle Model Creating a Revenue Cycle Model Revenue Cycle Modeler Overview Intro to Using Custom Field Groups in the Model Performance Analysis (Leads) Area Launching your Revenue Cycle Model Revenue Cycle Modeler Overview Create Custom Field Groups Via the Field Organizer Graphing Results From Revenue Explorer Email - Click Activity Heat Grid (in CST) Email - Click Rate Decay Email - Clicked Time Distribution (in CST) Email - Open Activity Heat Grid (in CST) Email - Open Rate Decay Email - Opened Time Distribution (in CST) Email - Sent Activity Heat Grid (in CST) Filtering Data in Revenue Explorer reports Built-in Revenue Explorer Reports Create a New Revenue Explorer Report How to View Transition Data in RCE Lead Balance Report Understand Revenue Cycle Explorer Analysis Areas Revenue Cycle Explorer Custom Field Overview Advanced Program Reporting Overview Enable Custom Fields for Reporting in Lead, Campaign, Opportunity, and Program Opportunity Analysis Areas RCE - Program Cost Analysis Understand the Campaign Analysis Area Understand the Program Cost Analysis Area Understand the Program Membership Analysis Area Understand the Opportunity Analysis Area Understand the Program Opportunity Analysis Area Understand What Marketing Programs are Influencing Opportunities with the Opportunity Influence Analyzer Using the "Manual Stage Change" trigger in your model Understand the Email Analysis Area
View full article
This comes from Alex Pelletier.  Thank you, Alex! Here is a typical scenario: Marketing is sending email campaigns and some emails are bouncing back. Marketing would like to give visibility to sales on which of their leads bounced. Why should sales care about invalid email addresses? Most of the time, email addresses are bouncing because the person left the company. So knowing that suddenly one of your lead has left the company is a good opportunity to reengage with this account. Sales could call to find out who replace the person that left and and create a new lead. On the other hand, for your clients, if suddenly your internal champion leaves the company, you want to make sure you reach out to the account to help them continue to use your product. The last thing you want is to lose an account because someone left the company and you were not aware. Now you can do it easily using Marketo and Salesforce.com! Watch this 4 minutes tutorial video to learn how to setup properly both Marketo and Salesforce.com. http://www.youtube.com/watch?v=7BQiiNmq4M0
View full article
Note: Please ensure that you have access to an experienced Web developer.  Marketo Technical Support is not set up to assist with troubleshooting code. Marketo Form Proxy enables forms to be submitted to Marketo while removing any tracking information. The most common example where this can be used is a customer referral landing page. For an example (available at this writing), see www.marketo.com/referral. Server Requirements PHP CURL Server Installation To begin: Download this project, if you haven't already, here: https://github.com/Marketo/Form-Proxy/downloads. Edit the variables in mkto_proxy_config.template.php as necessary. Rename mkto_proxy_config.template.php to mkto_proxy_config.php. Drop the entire directory onto your website (or subdomain), e.g. http://YOUR-COMPANY.COM/post-proxy/ orhttp://post-proxy.YOUR-COMPANY.COM/. Visit the directory you just created. If it redirects to the default URL you set in mkto_proxy_config.php, it works. Otherwise, you must've skipped a step. Now, on each landing page: Copy the text from Custom-HEAD.html.txt into the Custom HEAD HTML field in Marketo Design Studio (click Landing Page Actions, then Edit Page Meta Tags). Update that code. Replace http://YOUR-COMPANY.COM/post-proxy/ with the URL to the directory you created in the 3rd server installation step. Save your landing page and test thoroughly. Contributions This script is open sourced under a modified BSD license (more on that below). It does not require you to send contributions, but if you have any you'd like to share, please submit a PULL request through GitHub. License Copyright (c) 2012 Marketo, Inc. - www.marketo.com All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. Neither the name of Marketo, Inc. nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission. THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
View full article
Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript Follow the steps described in this article if you want to force a checkbox to always be checked regardless of the database value - for instance, an email opt-in checkbox.  Get the field's ID First, get the HTML ID for the form field you want to edit.  In Design Studio, select a landing page that contains the form and preview the page. View the HTML source code of that page and find the field you want.  The fastest way is to search for the label that you used when you created the form, such as "Opt-In". Search for the "id" attribute in the "input" tag for that field.  Below, the id is "Opt-In". <label>First Name:</label><span class='mktInput'><input class='mktFormCheckbox' name='Opt-In' id='Opt-In' type='checkbox' value='1' tabIndex='1' /><span class='mktFormMsg'></span> Setting the checkbox Write Javascript to change the value of that field.  This example uses the jQuery "attr" function to set the value to true (checked). Change the highlighted yellow bits below with the name of the field. <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // use no conflict mode for jQuery   var $jQ = jQuery.noConflict();     // when the page is ready, change Opt-In   $jQ(document).ready(function() {     $jQ('#Opt-In').attr('checked',true);   }); </script> When you're done, add the Javascript to your landing page by dragging in a Custom HTML element on the page, then paste in this code.
View full article
If you have Salesforce for Twitter installed, you can use its fields to trigger campaigns in Marketo.  One great use for this is to target campaigns at users of social media applications. Install the app: First, you need to install the Salesforce for Twitter AppExchange package -- it's free!  It takes some effort to install, so make sure you follow the instructions carefully [pdf]. As part of the installation, the package adds a new field to your account called "Twitter Username."  When you create or associate a lead with Twitter via the app, the Twitter Username is updated.  Follow the instructions with the Salesforce for Twitter app to learn how to do that. Once you've gone through the steps of setting up your leads' and contacts' Twitter usernames, any new tweets they make will be added to a Twitter Conversation. Syncing the Twitter Conversations: Now you'll need to sync the Twitter Conversations object for your leads and contacts. Back in Marketo, go to the Salesforce page in the Admin section and open the Sync Object tab. Click the Refresh Schema button to reload your custom Salesforce objects. After your schema reloads, click the Twitter Conversation object under Lead on the right. Click on it's name in the center of the screen and rename it to Twitter Conversation (L). Click Save when you're done. Now click Enable Sync in the menu bar. A dialog will appear asking you to temporarily disable your Salesforce sync. Click Disable Global Sync. We'll re-enable this when finished. In the next dialog, click Enable Sync to start syncing this object into Marketo. Next, click on the Edit Visible Fields button. In the dialog that appears, find the sf4twitter__Content__c field and check the Trigger box for that row. When you're done, click Save. Repeat the process for your Contact objects, renaming the object to Twitter Conversation (C)and enabling the sf4twitter__Content__c field in your trigger, as you did for the Lead version above. When you're finished, go to the Salesforce tab and click Enable Sync. Scoring tweets In the Marketing Activites tab, create a new Smart Campaign to score your tweets. In the Smart List, trigger on Added to Twitter Conversation (L) and add a constraint Content contains [your company name].  Do the same for Added to Twitter Conversation (C) In the flow, you can take any action you'd like, such as sending an alert or creating an interesting moment. In this example, we'll give the lead +5 points to their lead score: In the schedule tab, set the campaign to run every time. When you're done, activate the campaign From now on, any tweet from a lead or contact containing your company name will be scored.
View full article
  Your Salesforce sync is not working because the password for your Salesforce sync user expired. You may see an error in Marketo saying: "describeSObject failed - The users password has expired, you must call SetPassword before attempting any other API operations." Similar to this:   To resolve this error, you will have to change both your password and security token in Salesforce and then update these credentials in Marketo under Admin -> Salesforce -> Edit Credentials -> update both your password and security token in the 2 boxes illustrated below then press the Save button:     To permanently fix this issue, you will need to change the password policies in Salesforce so that your password never expires in Salesforce. To do this, in Salesforce, go to Setup -> Administration Setup -> Security Controls -> Password Policies -> User passwords expire in -> Never expires -> Save for your "your_sync_user@domain.com" user in Salesforce:   Please note this is a Salesforce setting and you should consult your Salesforce Admin before implementing this change Whenever the Salesforce user password expires (it periodically expires for security reason), Marketo stops syncing with the Salesforce account. As a result, any of the leads created in Marketo during this down-time won't be synced to Salesforce. Marketo will not automatically re-sync. Once you have reset your password and the API calls work once more, you can create a batch campaign that will sync the new leads that have been created in Marketo to Saleforce.    
View full article
New Features: Audit Trail - An enterprise-class feature that gives organizations full visibility into user activity. Chronological activity log viewable at each level of the hierarchy (from the home tab hierarchy to the detailed line item level). Search, filter, sort, and export detailed audit data. 90-day historical view (with the ability to request data past this period). Access via the >> arrows at any level of the Home or Budget tab hierarchy. Available to Owners and Admins only.   Advanced Searchable Drop-downs - Making our product easier to use for end users.  No more scrolling through large lists! Just type to filter the list to your desired value and hit enter. Enhancements:   Improved Import Budget Feedback for Multi-Select Fields - error messages now include the:  Exact row and column where the data needs to be adjusted. Exact issue with the data.    ***For budget imports with multi-select fields only.   HTML User interface Update -  The Details, Roll-up and Budget Panels as well as Import Schedules have been transitioned to HTML5. The new HTML panels include the following usability enhancements: Navigation -  The ability to tab through fields and select values using your keyboard. Saving -  Faster and less intrusive saving (with a saving.../saved notification giving you immediate feedback). Layout - See everything in view-only mode first for a cleaner interface. Identify what cells are editable with a pencil icon on hover and a single click to edit.
View full article
Issue Issue Description A Support Engineer asked you to record a .har file, but you are unsure of how to do this. Har files can include sensitive data, such as any information entered into forms (passwords, etc.), so please exercise caution when recording a .har file. Solution Issue Resolution Please find the instructions on how to save a .har file using the different browsers below: Google Chrome: Open Google Chrome, and visit the page where you noticed the issue. Right click on the page and choose 'Inspect'. This will open the Developer Tools panel. From the options at the top of this panel, choose 'Network'. Look for a round record button in the upper left corner, this should appear as a red button. If the button is grey, click it once and recording will begin. There will be a checkbox next to text that reads as 'Preserve Log', please check this box. There is a button that appears as a circle with a slash through it next to the record button, click this button to clear any existing logs. While recording is taking place, please reproduce the issue that you were experiencing. Right click within the network panel under the 'Name' column, and choose 'Save all as HAR with Content'. Save this file to your computer, and upload it to a case so that your Support Engineer may download it. Microsoft Edge: Open Microsoft Edge, and visit the page where you noticed the issue. Right click on the page and choose 'Inspect Element'. This will open the Developer Tools panel. From the options at the top of this panel, choose 'Network'. Look for a square record button in the upper left corner, this should appear as a red button. If the button is grey, click the green triangle once and recording will begin. While recording is taking place, please reproduce the issue that you were experiencing. Click the save button (this will appear as a gray floppy disk next to the red square button). Save this file to your computer, and upload it to a case so that your Support Engineer may download it. Firefox: Open Firefox, and visit the page where you noticed the issue. Click on the three stacked bars in the upper right corner.  This will open a dropdown, please choose 'Web Developer, and then 'Network'. While recording is taking place, please reproduce the issue that you were experiencing. Right click within the network panel under the 'File' column, and choose 'Save All As HAR'. Save this file to your computer, and upload it to a case so that your Support Engineer may download it.
View full article
Issue: You've changed the color of the label for your form to white, but because of the background of the form matches the input color you can no longer see information as the form is filled out. Solution: Change the font color of just the input values. Add the following style to a custom HTML block in the landing editor. Depending on what types of fields you have in your form all or some of the lines will apply. This changes the font on the input fields black , for the case of the labels being set to white(for example) <style> form.lpeRegForm ul select {     color: black; } form.lpeRegForm ul textarea {     color: black; } form.lpeRegForm ul input[type="text"] {     color: black; } </style>
View full article
To view this presentation click here.
View full article
Here are the steps to bold all of the field labels on your landing page, even the non-required fields: 1) Edit your landing page 2) Add a custom HTML box to your landing page 3) Paste the following into the custom HTML box <style> form.lpeRegForm label {font-weight:bold; } </style> 4) Save the custom HTML box 5) Approve the landing page
View full article
You can add a tool tip or instruction to a field on your Marketo form so that users have more information about what you are asking them to input. 1. Select a form and click on Edit Form. 2. Select the field you want to add an instruction to. 3. Under Form Properties, Field Specific, enter the Instructions. Awesome work! Now when a lead hovers the cursor over the form field, the tool tip or instructions will be displayed. Make sure to approve the landing page that this form is on so the changes are live.
View full article
Note: Please ensure that you have access to an experienced CSS and Jquery developer, because Marketo Technical Support is not set up to assist with troubleshooting custom coding. Advanced solution - requires CSS and jQuery knowledge Issue: Need to set a popup window in Marketo. The rich text editor (hyperlink - popup tab) has this feature but gets overrode by most browsers opening in a new tab. Solution: Use jQuery. Here's a third party site that covers how: http://yensdesign.com/2008/09/how-to-create-a-stunning-and-smooth-popup-using-jquery/ This does work in Marketo landing pages - The header content goes in the custom head HTML Save a copy of the CSS and popup.js to the images and files section of Marketo Update the CSS and .js files to your copies in Marketo I used the same input version in the example here, but you could use a link or content instead. Click here for a sample page in Marketo using the above solution: http://info.dbmayberry.com/popupsolution.html
View full article
Despite the fact that you may have all sorts of anonymous web visits, in Marketo Sales Insight, you may run into the following: Click the Edit button shown below: Next select the needed region(s) or select ALL to see the anonymous activity.
View full article
Issue: If you have setup a trigger campaign to send you an alert based on lead activity, you may have received a few blank alerts. Solution: Anonymous leads qualify for trigger campaigns, this is by design, you want anonymous leads to be scored if they show desirable behavior, but receiving blank alerts probably does not make sense. Use the Is Anonymous filter in your trigger campaign's smart list in order to stop anonymous leads from entering: Excellent! You should no longer receive blank alerts from your anonymous leads.
View full article
Issue: You are unable to put the cursor into a form field to enter data in a form. Solution: Edit the landing page to ensure that there are no element boxes overlapping the form fields. Nice! You just figured out what the issue was and leads can now access all form fields to input their data.
View full article