Knowledgebase

Sort by:
Note: Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. If you need to modify JavaScript, please ensure that you have access to an experienced JavaScript developer. Is this article helpful ? YesNo   These instructions show you how to dynamically show the State field and make it required when a user selects United States or Canada as the country in a form.   Note: This solution will not work with progressive profiling enabled. We will work to improve it in the future
View full article
When a Lead/Contact  is deleted from Salesforce it is not automatically deleted from Marketo.  If you want to delete these left over Leads/Contacts do the following: 1.  Create a campaign using the SFDC Is Deleted filter set to True for the Smart List. 2.  For the Flow step choose the Delete Lead action and set the Delete Lead from SFDC to True.  This will ensure that the Lead/Contact will be deleted from both Salesforce and Marketo.
View full article
  Marketo Champions are customers who have demonstrated outstanding leadership in the Marketo Community, are experts in Marketo products, are avid contributors in the social world, and are loyal advocates of the Marketo brand. Benefits and perks our Champions receive include:   Access: Meetings with our product and marketing teams to give exclusive feedback Previews: Given early previews to products, features, and releases when available Publicity: Exclusive speaking opportunities at our annual Marketo Summit and other events Networking: Special networking events with Marketo executives and fellow Champions and semi-annual conference calls Ownership: Ownership of content and exclusive activities at our annual Marketo Summit that showcase your expertise and thought leadership Credibility: Special Champion badge on Marketo Community profiles, and profiled on Marketo's corporate website Sweet Swag: Champion-exclusive swag To find out more information and apply, click here. To view a complete list of current Champions, click here. Join the Marketo Elite Today!  
View full article
Technically, you cannot move records backwards in a progression status.  The only so called “backward” status that you can change the record to is a progression status of “Not In Program”; however, doing this removes them from the membership of the program.  If you do this procedure, this will allow you to re-add them with a different status.   We mentioned technically this cannot be done but logically, there is another method that allows you to juggle the record’s progression status but in a more lateral movement with what appears to be in a “backward” state.  This is all dependent on how you have your channel steps configured.  To access your channel steps, please do the following:   Choose Admin Choose Tags Click the + next to Channel Locate the channel you wish to configure and highlight it Click the drop-down menu towards the top of Tag Actions, and select Edit   You should now see a pop-up window that allows you to configure the status steps for that channel like the following example:   This is a article attached image     If you configure statuses that have the same step number, this will allow you to move the record in a lateral movement which, in a sense, is somewhat like a backward progression but it really isn't.  With the example screen capture, I can do a change in progression status of “Invited” to “Attended Show” and vice-versa because the step is with an identical number. If I wanted to change in progression status of “Invited” to “Engaged” and back, it will not work because the step value is not identical. You can reference more information about this in the Create a Program Channel article.
View full article
Your CSV exports with special characters (like foreign languages) may look funny when you open them in Excel.  This is due to a known problem in Excel; it does not correctly handle those characters if you open the CSV directly. First, try these instructions to export your CSV file in Excel 2007 format: Export a list If that export is formatted incorrectly, try the following: Create a new Excel spreadsheet Open the Import External Data feature: in Excel 2003 or earlier. open the Data menu, pick Import External Data, then pick Import Data in Excel 2007, open the Data tab and pick From Text Pick the file you want to import.  The data import wizard will open In the dialog, select Delimited, then under File Origin pick "Unicode (UTF-8)" then click Next Select Comma and uncheck the other options. Click Next. Click Finish Follow the remaining steps and place the imported data in your spreadsheet Your data should now look correct.
View full article
If you want to put a Marketo form your own website but would like to keep progressive profiling and prefill, this solution is for you. Note These instructions apply to Forms 1.0 only.  These will not work in Forms 2.0. Learn how to: Create a Form Create a Landing Page Add Your Form to Your Landing Page Add The Iframe to Your Web Site Create a Form 1.1   Create a Marketo form with all the fields you would like to have on your page, see Create a Basic Form for details. Create a Landing Page 2.1   Create a Marketo landing page using the blank template, see Create a Landing Page for details. Add Your Form to Your Landing Page 3.1   Add the form you created above to the landing page, see Add a form to a Landing Page for details. 3.2   Select your form in the landing page editor. 3.3   Set Top and Left to 0 in the Property Sheet. 3.4   Drag the corner of the form box out ever so slightly (just a few pixels). 3.5   Now write down the height and width from the Property Sheet, you will use these values later for your iframe. Reminder Approve the landing page. Add The Iframe to Your Web Site 4.1   Update the URL in the code below with the URL of the approved landing page that has your form on it as well as the height and width. <iframe src="go.example.com/marketoform.html" width="289" height="192" frameborder=”0”></iframe> 4.2  Add the code to your website and it should start working immediately.
View full article
By default, required fields on Marketo forms show a red asterisk to indicate that they're required. Here's how you can remove or change it.   Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Removing the asterisk The following CSS will remove the asterisk from your code. You can add this to one landing page by dragging in a Custom HTML element and pasting this in, or you can add it to your landing page template so it affects all your forms. <style type="text/css">   form.lpeRegForm li.mktFormReq label {     background: none !important;   } </style >   Changing the asterisk To change the required symbol, you need an image that you'd like to display instead of the asterisk. It needs to be 16x16px, and ideally you should make the background transparent. Create that image, then upload it to Marketo. Get the URL for that image, then add this CSS to your landing pages: <style type="text/css">   form.lpeRegForm li.mktFormReq label {     background:url('[image URL goes here]') no-repeat scroll right 0 transparent;   } </style>
View full article
Issue: I am looking for the ID to one of my campaigns for a SOAP API project I am working on. Solution: The ID can be found in the URL of the campaign. 1.1 Log into Marketo, under Marketing Activities, find and select the campaign in question. This is a article attached image 1.2 The URL to the campaign will look something like: This is a article attached image   The Campaign ID is between "SC" and "A", in the above example it's "1150". This is a article attached image  
View full article
Question: My campaign seems to be delayed, what is going on? Answer: You may have multiple campaigns running and some of them are queued. You can use the Campaign Queue to get an overview of all running and queued campaigns in your instance of Marketo. If there is a campaign backlog you can check the priority of the delayed campaigns and the campaigns at the front of the campaign queue. High priority campaigns will always move to the front of the line, followed by medium priority and low priority campaigns. If there are too many high priority or medium priority campaigns running then you may see a longer delay with low priority campaigns since they will always move to the back of the queue. You may want to consider overriding the campaign priority of non urgent campaigns that are set to high priority to reduce the priority and make room for lower priority campaigns to run. It is not recommended to set a large number of campaigns to high priority as this does not improve the processing time of the campaigns, only the order in which they are run.      
View full article
Distributing leads to sales reps is easy.  Marketo, however, only supports random distribution.  This gives a pretty good approximation of the round robin technique.   Prerequisites: Create A New Program Create A Child Campaign      1. Go to the Smart List tab of the campaign you created, find and drag in the Lead is Created trigger. Tip: Use the trigger that logically would come right before you want to assign the lead to a rep. This is a article attached imageThis is a article attached image        2. I've added the constraint "SFDC Type is empty" so that records that already exist in Salesforce do not get re-assigned.          3. Go to the Flow tab, find and drag in the Change Owner flow step.      4. If you have 3 lead owners click on the Add Choice button 2 times.  You always want the number of choices to equal the number of owners in the round robin minus one. This is because the last person goes in the Default slot.      5. Find and select Random Sample.      6. 100% divided by 3 sales reps is 33%, enter "33".      7. Find and select the first sales rep.      8. Repeat steps 4, 5 and 6 for every remaining choice. Be sure to fill out the default choice also. This is a article attached imageThis is a article attached image        9. Activate the campaign and it should now distribute leads randomly to your lead owners.
View full article
Issue Change SFDC Campaign Status, Add to SFDC Campaign, and Sync Lead to SFDC Campaign flow steps are skipped/failed when the SFDC Campaign is synced with a Marketo Program.     Solution When the Marketo Program is synced with the SFDC Campaign, Marketo Program Membership will automatically sync over status updates to Salesforce. This automatic process overrides the all SFDC Campaign-related and Sync-related flow steps and will cause them to be skipped/fail in Smart Campaigns.      
View full article
In some cases, you may want an iframed Marketo form to open in the parent page.   Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Is this article helpful ? YesNo FORMS 1.0 Add the following script to the src iframed page within a custom HTML block. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript">      // set no conflict mode for jquery    var $jQ = jQuery.noConflict();    $jQ(document).ready(function(){        // all form submits will open in a new window      $jQ('.lpeRegForm').attr('target','_top');    }); </script>   FORMS 2.0   <script > MktoForms2.whenReady(function (form) {     var form = MktoForms2.getForm(FORM_ID_HERE);     form.onSuccess(function (values, followUpUrl)     { window.top.location.href = followUpUrl; return false;     }); }); </script> To figure out what the form id is, the easiest way is to look at the embed code. It is the 4 digit number on the second line.
View full article
Some fields in Marketo are read-only. It is not editable by completing forms. Change Data Value flow steps, on the lead detail page, or list imports. Here is a list of many of those fields: SFDC lead fields Lead Owner First Name Lead Owner Last Name Lead Owner Email Address Lead Owner Phone Number Lead Owner Job Title SFDC Campaigns SFDC Type SFDC Opportunity fields Number of Opportunities Total Opportunity Amount Total Opportunity Expected Revenue Other built-in and custom opportunity fields SFDC Account fields SFDC Accounts are not editable from Marketo Marketo lead management system fields Anonymous IP Black Listed Cause Created Date Deleted In Sales Do Not Call Cause Email Suspended Email Suspended At Email Suspended Cause Full Name Inferred City Inferred Company Inferred Country Inferred Metropolitan Area Inferred Phone Area Code Inferred Postal Code Inferred State Region Is Anonymous Lead Partition Revenue Cycle Model Lead Revenue Stage Marketing Suspended Cause Original Referrer Original Search Engine Original Search Phrase Original Source Info Original Source Type Parent Company Name Registration Source Info Registration Source Type Unsubscribed Cause Updated Sales Insight system fields Last Interesting Moment Date Last Interesting Moment Desc Last Interesting Moment Source Last Interesting Moment Type Priority Relative Score Relative Urgency Urgency Salesforce custom objects SFDC custom objects are all read only
View full article
  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    
View full article
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
View full article
The only reason why you should ever completely remove the unsubscribe content from the “Admin -> Email” area is because you are choosing to build the unsubscribe link into the Email Templates themselves. The text box has validation which does not allow you to save with no content, you can get around it by adding a small HTML comment, the HTML comment will not show up in the Email Client as it is rendering the Email in HTML and the comments are omitted. Here is how to do it: Go to Admin and click on Email. Select all the text and hit the delete key on your keyboard. Before deleting, copy/paste into notepad as a backup. Type in <!--This is a comment -->. Click Save Changes. For the Unsubscribe Text you have to add a single character, use a dash or a period.
View full article
Follow these steps to create a lead performance report with mobile platform (iOS/Android) columns: Learn how to: Create Mobile Smart Lists Create a Lead Performance Report Add Mobile Smart Lists as Columns Create Mobile Smart Lists 1.1   Under Marketing Activities, select a program. 1.2   Under New, click New Local Asset. 1.3   Click Smart List. 1.4   Enter a Name and click CREATE. 1.5   Find and drag the Opened Email filter into the canvas. 1.6   Set Email to is any. 1.7   Add the Platform constraint. We used the Opened Email filter in this example, you can also use the Clicked Email filter as it has the Platform constraint. Is this article helpful ? YesNo   1.8   Set Platform to iOS.   At least one lead must have opened one of your emails on an iOS device in order for the autosuggest to find it. If it does not, you can manually type it in and save.
View full article
Issue How days are calculated in Wait flow steps and Smart List time-frames.     Solution Marketo considers a "day" in a Wait step or a Smart List timeframe to be 24 hours, not a calendar day.  So if a Smart Campaign hits a 1-day Wait flow step at 9:30am, it will wait until 9:30am the following day.  If a Smart List filter has a look-back timeframe of 7 days, it is specifically looking back seven 24-hour periods.  
View full article
Issue When retrieving result sets from the /rest/v1/activities.json end-point using a Paging Token, the result set returned by the API appears to be less data than what is in the Marketo UI. In this scenario, we're going to explore how and why Paging Tokens work when utilizing them in REST API calls. SCENARIO Say we wanted to grab all 'Send Email' activities (activityType = 6) that have occurred since 2024-04-12T12:00:00Z, and we're planning to pull these activities every two hours, and increment our paging token every two hours prior to making the /activities.json call to obtain the latest data. Current Time Apr 12, 2024, 8:00:00 AM (MST) == 2024-04-12T14:00:00Z What We Want 1. Retrieve all Send Email activities SINCE  Apr 12, 2024, 6:00:00 AM (MST) == 2024-04-12T12:00:00Z We would start by retrieving our Paging Token with the sinceDateTime parameter = 2024-04-12T12:00:00Z: /rest/v1/activities/pagingtoken.json?sinceDatetime=2024-04-12T12:00:00Z Our response would contain the nextPageToken representing the sinceDateTime: { "requestId": "1607c#14884f3e74e", "success": true, "nextPageToken": "RW6ZK46LKV36BMJ2QARX3BFZHQNHRVPPEW4IZVEELI45V2OH6RCA====" } We would then pass that nextPageToken into our GET /rest/v1/activities.json end-point, as well as our activityTypeId = 6 to target all 'Send Email' activities that have occurred since 2024-04-12T12:00:00Z. /rest/v1/activities.json?nextPageToken=RW6ZK46LKV36BMJ2QARX3BFZHQNHRVPPEW4IZVEELI45V2OH6RCA====&activityTypeIds=6 After paging through all of the results (now leveraging the returned nextPageToken from the /activities.json end-point to page through all results), we've returned 15,000 Send Email activities.      PROBLEM We know that, from our Marketing team, that we were expecting ~20,000 email sends since 2024-04-12T12:00:00Z. So why does the result set appear to be missing 5,000 records? Let's examine this further. 'Send Email' activities aren't committed to the Marketo database until the message has successfully been sent from our mail servers. Prior to that, the email is queued, awaiting it's launch to it's receiving mail server. This can present a delay from the time the email is sent, to when the activity is recorded to the Marketo database. For example, say there were two campaigns sending 10K emails each: First Campaign Send: 2024-04-12T12:30:00Z (30 minutes after our sinceDateTime token) Second Campaign Send: 2024-04-12T13:45:00Z (110 minutes after our sinceDateTime token, 10 minutes prior to when the call was made) While the first campaign send is most likely accounted for in the database (Send Email activities have been committed), Campaign #2 is still processing and sending out all 10K emails in the background. For this scenario, Marketo has only committed 5K out of 10K email sends to the database at the time the call was made. Without noticing the missing data, you repeat this process two hours from now, incrementing your sinceDateTime token by two hours as well, assuming you'll get all the new Send Email activities for the past two hours. This would now lead to you missing the 5K Send Email activities that were still being processed, but not yet committed to the database. SOLUTION The nextPagingToken returned in the /activities.json end-point is position based, and can only pull data that has been committed to the Marketo database, which inherently changes as records are being processed. If, for instance, you made the original /activities.json call at (Apr 12, 2024, 8:00:00 AM (MST) == 2024-04-12T14:00:00Z), and used the same sinceDateTime token 5-10 minutes later (Apr 12, 2024, 8:10:00 AM (MST)), you would now notice that campaign #2 has fully finished it's processing AND committed the 'Send Email' activities to the Marketo database with dateTime stamps less than Apr 12, 2024, 8:00:00 AM (MST). So, what's the best way to ensure you're retrieving all the data? Solution #1 Increment your sinceDateTime token based on the MAX(created_at) dateTime returned in the latest result set, rather than incrementing it based on an interval (every two hours). This would help ensure you're not missing records that were processing, but not yet committed to the Marketo database. Solution #2 If the data you're retrieving does not need to be live, we would recommend using the Bulk Extract API to pull this data at a lower frequency (such as twice per day 12AM & 12PM). This would greatly decrease the chances of missing records that weren't committed to the database.
View full article
If the user makes changes to the my tokens, snippets, etc during the processing of the an email that is using head start, will those changes be reflected—No If someone unsubscribes during the processing of the an email that is using head start, will they receive the email—Yes Can you cancel a head start program once the processing of the an email that is using head start has begun—Yes What happens to the processing data when someone cancels a program during the processing of the an email that is using head start—It is deleted (I.e. Program membership, etc.)  
View full article