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Some companies sending campaigns to specific audiences would like to reject  email addresses from specific domains when users fill out a form on a landing page.   The solution is a simple JavaScript containing a list of invalid domains.   Below is an example developed by Marketing Developer Murtza Manzur. Please add the following script to your landing page using the Custom HTML section in the Landing Page Editor. Is this article helpful ? YesNo
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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.
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Attached to this article is a ASP.NET C# implementation of Marketo's SOAP API. This is just a sample, but it may be useful for providing a starting point for building your own SOAP API client. Learn more: Marketo SOAP API Note: You will need access to experienced developers This is not supported development by Marketo Support. Our support engineers are not able to provide assistance in building or troubleshooting SOAP API's.
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This article covers advanced concepts when designing your campaign flows.  You need to be familiar with Smart Campaigns before reading this article: Building smart campaigns Auto-responder Priority If you have a campaign that sends an email following a form fillout, you should make sure that theSend Email flow step comes first.  You can put other flow steps after that. People who complete a form expect a quick email response.  If you put the Send Email first, Marketo will assume this is an auto-responder campaign and thus needs to be prioritized higher. If you put the Send Email step later in the flow, your campaign may be prioritized lower causing the email response to be delayed. Add Choice The Add Choice option in a flow step lets you execute flow steps based on a specific condition. Say you're building a scoring campaign based on the lead's job title -- 10 points for a CEO, 8 for a VP, 6 for Director, and so on.  Instead of building a separate campaign for each title, you can use Add Choice to put this in one flow step. Create a new campaign called "Job Title Scoring."  In the Smart List, trigger the campaing to launch when the Job Title changes: Open the Flow tab and drag in the Change Score step.  Then click the Add Choice button.  This adds a "Choice 1" and "Default Choice" to the flow step. In the "If:" part of the choice, you can pick which field should be checked for what value(s).  In the example below, the lead's Job Title field will be checked to see if it matches CEO.  If so, the lead will get +10 points.  Otherwise, the default choice will run -- no score change. Click Add Choice again to add a second choice and set it up to add 8 points if the lead has "VP" in the title.  When there are multiple choices in a flow step, only the first matching choice is executed.  If no choices match, the default choice will be executed. Add the remaining flow steps.  Below, you can see how it might look like.  If you ever want to get rid of a choice, click the red X to the right of that choice.
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With these instructions, you can populate a hidden form field with the current date and time. Note: if you want a user-selectable date field, see this solution for using a calendar date picker in your form: Adding a Date Picker to a Form Is this article helpful ? YesNo First, you need to add a hidden field to your form.  See these instructions if you don't know how: Making a Field Hidden on a Form   Next, add the following Javascript to your landing page in a Custom HTML element. You'll need to update the field ID, highlighted in yellow, to match the ID of the hidden field you want to populate. These directions show you how to find that ID: Setting or getting a form field value via Javascript on a landing 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.
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Say you have a landing page with a form. You can dynamically change the form's follow up page based on values in the form by following these instructions. Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. On a Marketo landing page, the follow up page is stored in two form fields -- returnURL and retURL.  You can change them with jQuery by adding a custom HTML block in to your landing page: <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript">     // set no conflict mode for jquery   var $jQ = jQuery.noConflict();   $jQ(document).ready(function(){     // set the new follow up page     $jQ("input[name='returnURL']").attr('value','http://www.yourcompany.com');     $jQ("input[name='retURL']").attr('value','http://www.yourcompany.com');   }); </script> To change this based on a value submitted in a form, you need to find the id of the field to read from.  You can find that ID by previewing the web page, viewing the source code for the page, then finding the label for the form field in the HTML.  In this example, it's TimeToPurchase: <label>Time To Purchase:</label><span class='mktInput'><input class='mktFormText mktFormString' name="TimeToPurchase" id="TimeToPurchase" type='text' value="" maxlength='255' tabIndex='1' /> Next, use a jQuery hook to change returnURL and retURL when the form is submitted.  We'll also use jQuery to read the form field values. Drag in a Custom HTML block onto your page, then paste in the following Javascript.  You must change the following for it to work correctly: TimeToPurchase: to the ID of the field you're reading from (leave in the #) URL: all the URL assignments to the locations where you want the user to go If you need to check for additional values, add extra "case...break;" statements to the switch. <script type="text/javascript" src="/js/public/jquery-latest.min.js"></script> <script type="text/javascript" language="Javascript"> var $jQ = jQuery.noConflict(); function changeFollowupURL(){      // first, set the default follow up page   var URL = 'http://www.company.com/defaultPage.html';      // override the default based on form values      // Replace this with your own rules for setting the new URL   switch ($jQ("#TimeToPurchase").attr("value")) {     case "6 months":       URL = 'http://www.company.com/Page1.html';       break;     case "1 year":       URL = 'http://www.company.com/Page2.html';       break;   }     // set the new follow up page   $jQ("input[name='returnURL']").attr('value',URL);   $jQ("input[name='retURL']").attr('value',URL);   return true; } // catch when a form is submitted, change the followup URL function formSubmit(elt) {   changeFollowupURL();   return Mkto.formSubmit(elt); } </script> The Javascript needed to read the value from the form field may be different depending on the type of the input (text box, select box, check box, etc.).  See the jQuery selectors documentation for other methods of getting those values, and Setting or Getting a Form Field Value via Javascript on a Landing Page for more on how to get the IDs of the fields.
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Design Studio incorporates the Custom HTML code into its own code. It is important to evaluate the execution order to place the code in the correct position. The editor assigns unique ID numbers to each element placed on a landing page. That is done sequentially. Note: Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript. div id='lpeCDiv_1612' class='lpeCElement'><span class='lpContentsItem formSpan' The screen shot shows the code is effectively before the form Elements to be have their default properties changed must to be placed after forms or the elements they are changing, ideally as a small box in the lower right corner. On the other hand code populating fields from cookies or parameters need to be placed before the form. The following code snippet pre-populates a field. It needs to be placed before the form, retrieving the value before the field is displayed: <script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script src="/js/public/jQueryString-2.0.2-Min.js" type="text/javascript" ></script> <script>   // to set cookies.  Uses noConflict just in case   var $jQ = jQuery.noConflict();   var pEmail = $jQ.getQueryString({ ID: "Email" }); document.getElementById("Email").setAttribute("value", pEmail); </script> The next code resizes a text area. The Custom HTML box needs to be placed after the form: <script src="/js/public/jquery-latest.min.js" type="text/javascript"></script> <script type="text/javascript"> var $jQ = jQuery.noConflict(); $jQ(document).ready(function() { $jQ('#MyFieldName').parents('li').css('margin-bottom','300px;'); }); </script> <style type="text/css"> form.lpeRegForm textarea { width: 450px; } </style>
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Follow these steps to add a graphical date picker to your form date fields.  When you're done, it will look something like this: First, you need a form with at least one date field.  In the Form Editor, date fields appear with a date icon in the Template Form Fields list.  Drag one into your form if you haven't already. Next, edit a landing page that uses the form (or create a new one and add the form).  Click the form and make sure the box around it has some padding, shown below.  If the padding is too small, the calendar icon next to your date field will wrap onto the next line. Now add this custom Javascript to your webpage as a Custom HTML element:   <link type="text/css" href="https://nation.marketo.com/js/public/css/redmond/jquery-ui-1.7.1.custom.css" rel="stylesheet" /> <script type="text/javascript" src="http://www.google.com/jsapi"></script> <script type="text/javascript" >   google.load("jquery", "1");   google.load("jqueryui", "1"); </script> <script type="text/javascript">   var $jQ = jQuery.noConflict();     $jQ(document).ready(function() {      $jQ(".mktFormDate").datepicker({showOn: 'both',          buttonImage: '/images/icons16/calendar_31.png',          changeMonth: true,          changeYear: true,          buttonImageOnly: true      });   });   </script>   Finally, preview your page and click the calendar icon next to the date field.  The graphical calendar will appear below the field. Is this article helpful ? YesNo
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The Marketo users at your organization have created several special campaigns for your leads and contacts.  Typical examples include sending someone a whitepaper about a new product or mailing a series of nurturing emails for people not ready for sales.   To add a lead or contact to one of these campaigns, go to that person's detail page and find the Actions menu in the Marketo Sales Insight section.  Pick Add to Marketo Campaign and click Go:     You can also select leads in your list and search views if you've added the Add to Marketo Campaign button to those views.    You can add 200 leads at once this way:     After picking the leads, you'll see a list of potential campaigns; below the selected campaign is a brief description provided by your marketing team.    Pick the campaign for this person in the Campaign Name pulldown, then click Finish: Related Article: Quick Start: Marketo Sales Insight for Salesforce Is this article helpful ? YesNo
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When you change or delete a field in Salesforce.com, your marketing assets or campaigns may need changes.  Marketo automatically emails the account admins when this occurs. Finding fields in use It's up to you to correct any references to those changed fields in your assets; you may need to make copy changes, remove form fields, or update emails to remove those references.  You can use the Field Management tool to find where a field is being used: Field Management Hiding fields If you've deleted a field from Salesforce and no longer want it in Marketo, you can easily hide them from the user interface as long as they're no longer in use. (Marketo doesn't allow you to delete fields from the application.) Instructions for hiding a field are in the Field Management documentation: Field Management Multi-value fields If you change a multi-value field or select box's values in Salesforce, Marketo does not update those values in your form fields.  You need to check if the form labels or values need to be updated to match the changes in Salesforce.com.  If you do make changes to a form, remember to re-approve the landing pages that use the form
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If you sent an email from the Lead Database (as a Single Flow Action), as part of a campaign, or as a test email but didn't receive it, here are some tips. Check the "From:" address When sending a test message, make sure to check the "From:" address setting on your message. To do this, go to the Email Settings tab of the email editor. In the "From:" field, make sure that you either have a single valid email address, or a valid email address as the default. Many people want to send their messages from the lead owner. When you use the send test feature, the email address you are sending to doesn't have a full lead record, and so it doesn't have a lead owner. Since Marketo cannot send an email with no "From:" address, test messages without a valid email address in the "From:" field will not send. Send as a Lead If you have verified that the email had a valid From: address and you still aren't getting it, make sure to create yourself as a lead and send using a flow action. See if the mail was sent If you sent the email as part of a campaign or Single Flow Action, check the campaign's Results tab or your lead detail page to see if that mail was already sent to you. If it hasn't been sent yet, try waiting a little while longer. Check your Junk Mail In your email client, check your Junk Mail or Spam folder to see if the mail landed there. If it did, you should change the content of your email. Check your corporate spam filter Your corporate mail server may have blocked emails from Marketo; you should contact your IT department to see if this is the case. Please see our instructions for whitelisting Marketo's email servers: Add Marketo to Your Corporate Email Whitelist​ Try sending to a different recipient If you sent the original mail to your corporate account, try sending to a personal account on Yahoo or Gmail. If you sent it to a personal account, try your corporate mail account.  Use Marketo's Email Deliverability product The Email Deliverability PowerPack, with Design Informant and Inbox Informant, can warn you when your mail is being rejected because of its content and help you identify junk mail pitfalls. Also, using Domain Keys and SPF improve the chances of your email landing in your leads' inboxes. Contact Marketo If you still can't figure out what happened contact Marketo to see if we can help.
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When Marketing Suspended is checked in a lead's record, it will prevent any email from being sent by Marketo including the emails sent from Marketo Sales Insight.   Outlook emails however, are not sent via Marketo. They are sent by the mailserver to which the client is connected; ie Goolge mail servers or Microsoft Exchange Servers, and are not under Marketo's control.    The Marketing Suspended check box is located on the Lead Info tab.   Is this article helpful ? YesNo
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The Marketo Sales Insight for Sales Training Package is designed to enable the Sales team to use Marketo Sales Insight quickly. During the live in-person or live-virtual training sessions, a Marketo expert will teach your Sales team the core features of Marketo Sales Insight as deployed in your organization. By sharing best practices and tips from a Marketo Sales Rep’s perspective, the Marketo expert will evangelize how MSI will help your Sales team to close more business faster.  The package includes access to a Marketo expert during post-training, private Instructor Office Hour session. Learning Objectives: Learn to use Marketo Sales Insight to prioritize, focus on, and interact with the hottest leads and opportunities. In this custom training session, learn to use your Marketo Sales Insight deployment to do the following:     Focus on your Best Bets and Watch List     Monitor Interesting Moments that really matter to sales people     Sell smarter using Marketo emails and Smart Campaign   What you get:      Live in-person or live-virtual training session led by a Marketo expert.     Private Instructor Office Hour review session led by Marketo experts after the training.     Customized training Content topics tailored to your MSI deployment. Scheduling – dates and times are set by you. Location – Training can be done at your specified location. Budget – Costs are eliminated for travel expenses and additional time away from the office. This is a fee-based on-site training package.  Is this article helpful ? YesNo For more information: If you are interested in this training package, please contact education@marketo.com.
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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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Wait steps allow you to “pause” a lead’s progression through a campaign’s flow.  This article will explain how this is accomplished, and help guide you around some common pitfalls when using wait steps.   When a lead encounters a wait step in your campaign’s flow it is “stamped” with the information contained in that step.  Think of it like a rubber stamp marking each lead with the time it should resume its movement through the flow.  The stamp also marks the lead with the next step in the flow, so it knows what to look for when its wait time is up. In the example below, leads will be sent an email from Step #1 then stamped by Flow Step #2 with “Resume on January 30 th at 10 AM.  Look for Step #3” which will then set aside these leads.  They don’t leave the flow, but they’re no longer still in Flow Step #2 either. Next, we’ll look at some situations you might run into when using Wait Steps.  It’s best to think through your flow and make any changes before you initiate your campaign, but here’s what to do if you need to make changes to an active flow.   Keep in mind that in a batch campaign all leads will move through the flow together, so they would all reach the wait step together and would all be stamped with the same information.  In a trigger campaign though, leads are more likely to have triggered the campaign at different times, and will be in different places along the flow. Is this article helpful ? YesNo
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When you ask Marketo to add a Salesforce contact to a lead queue, Marketo creates a duplicate lead in Salesforce and adds that to the queue instead.   The reason why Marketo creates a duplicate is because Salesforce queues can only have leads in them, not contacts.  If you try to add a contact to a queue, Marketo can either do nothing or create a duplicate lead and add that to the queue.  We opted for the duplicate.   If you want to prevent this behavior in your campaigns, use a filter on "SFDC Type is Lead" to limit the action to only leads Is this article helpful ? YesNo
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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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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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Question: Can I add an attachment to a Marketo Email? Answer: Marketo does not support attachments at this time. As an alternative, you can host your file in Marketo and add a link to the file in your email. Add Images and Files to Marketo Find the URL of a File Hosted in Marketo
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Question   For those who do not want forms to pre-populate and/or track web behavior on a specific page (ie. referral sign-up pages), follow the instructions below to disable the Munchkin tracking JavaScript. Note, forms filled out on a page without Munchkin will not get Fill Out Form activity written to the lead Activity Log.   Solution   Edit a landing page template Go to the HTML Source tab Find the line: <?php echo $mContext['endElements']; ?> Add the highlighted portions: <!-- <?php echo $mContext['endElements']; ?> --> Re-approve the landing page template and any associated landing pages This change only applies to customers with Marketo Versions Released in 2013. Is this article helpful ? YesNo   Please make clear notes for other users that will use this template - this will eliminate confusion on the page tracking behavior.
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