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Issue A smart campaign is configured to clear the field value for a field, however, when the smart campaign ran, it didn't appear to have cleared the field values and the campaign results display no activities. Solution Check to see if people qualified for the smart campaign and became campaign members by clicking on the 'View Campaign Members' button. If there were people that are in the campaign members list, then it means people qualified and the flow step did not process. If people did qualify, then check [Admin > Field Management] to see if there is a block field updates enabled on "Flow change data value" - In this case, temporarily disable the block field updates on "Flow change data value" for the field, run the campaign so that it can clear the values on the field and then re-enable the block field updates. Root Cause The smart campaign did not return any activities in the results if the flow step was only configured to change the data value of a field that has block field updates enabled for "Flow change data value" Environment Smart Campaign Change Data Value Clear Field Values Field Management Block Field Updates
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Issue Error "API is not enabled for this Organization or Partner" occurs during Marketo - Salesforce integration.     Solution This is a Salesforce generated error and indicates that API access is not available in your SFDC instance.  For more information, see this Salesforce documentation: http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_calls_concepts_core_data_objects.htm . To resolve this, contact Salesforce to enable API access.
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Also see: Enabling Asset Discovery - Marketo Docs - Marketo User Manual Steps to fix: Verify the RTP tag exists on the page Verify there are no any jQuery / Javascript / Other errors in the Developers Console Login to your account and go to the 'Account Settings' panel > make sure the 'Assets' toggle is switched to On In the 'Account Settings', go to the 'Assets' tab and make sure the URL patterns configuration are valid Select an asset in 'Assets' tab and click on link to check if click count increases and capturing you as the visitor. (see note 2) NOTES Don't forget to add wildcards (*) in your URL patterns, otherwise it will only cover the exact page you inserted:  www.marketo.com/solution  won't match: www.marketo.com/solution/rtp.pdf This step doesn't work with PDF files, simply because the rtp js tag is not installed on PDFs. In addition, the click event listener doesn't work on the back office, so only if it is an HTML page and you are viewing it (while rtp is running in the background) you should see the counter changes.
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Issue After deleting a lead or contact in Salesforce that has been synced to Marketo as a person record, attempting to merge that synced Person record with another Person record in Marketo keeps failing.     Solution When a merge is performed in Marketo, the Marketo Sync User will first automatically attempt to merge the associated records in Salesforce. If the records have been deleted in Salesforce this attempt to merge the records in Salesforce will fail, meaning that the rest of the merge operation will fail in Marketo. To complete this merge, the best option is to perform the merge through the API. The Merge Leads endpoint allows you to skip the automatic Salesforce merge attempt that will always run when performing the merge through the Marketo UI. Marketo support does not troubleshoot or write custom API calls like this, so it is best to work with your in-house developer or IT staff to create these API calls. http://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/#!/Leads/mergeLeadsUsingPOST        
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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 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 Activity History in Saleforce shows this message: [Email details are being uploaded from Marketo...please check back later] when emails are sent out from the Marketo Outlook Plugin.     Solution This message is created because of insufficient privileges for the Marketo sync user inside of SFDC. There is a permission for “Edit HTML Templates” that needs to be enabled for the sync user in order to prevent this problem from occurring. Background: When you send an email using the Marketo Outlook plugin, it is sent through the user's Exchange server rather than Marketo's email servers. Many users have an email signature that is automatically added to the email. This adds additional HTML to the email, which does not match the template already in Salesforce Sales Insight. Normally, Marketo would create a new template which Salesforce could then display in a link in the Activity History. However, in this case, the Marketo sync user does not have the necessary permissions, so this error results. To fix this, enable the "Edit HTML Templates" permissions to your Marketo Sync User.   Who This Solution Applies To Customer who are using Sales Insight for Salesforce and Outlook    
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Issue When looking at Email Insight it is only showing the first email activity (Send, Delivered, Click or Open), even though the email has been sent several times in the past few days/weeks/months. Environment Email Insight Solution Use different Smart Campaign to send the email if you want to track statistics of the email. Root Cause Email insights will only track the first email activity associated with the email if using the same campaign. this is the same as Email Performance report in terms of this note. Multiple sends from the same campaign to the same person are counted only once.
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Issue Issue Description When any link within an Email is clicked, the user is redirected to the wrong page.   Solution Issue Resolution This can occur when Branded Tracking Links have been incorrectly configured and the user is being redirected to the fallback page. The following checks should be conducted: 1. Ensure the correct Branding Domain is listed in Admin > Email > Branding Domains. 2. Ensure your IT team have set a CNAME record to redirect from your Branding Domain to your Marketo Tracking Link. (e.g.mkto-****.com) Who This Solution Applies To Customers using Branding Domains
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Issue Issue Description You are unable to check any emails to select in the Email Filter section in the Setup tab of your report (http://docs.marketo.com/display/public/DOCS/Filter+Assets+in+an+Email+Report) when Global Reporting is enabled (http://docs.marketo.com/display/public/DOCS/Report+Email%2C+Campaign+Performance+Across+Workspaces).   Solution Issue Resolution When using the Global Reporting feature in a report, you can only view a report for all emails across workspaces. You cannot filter the report to include only certain emails.  
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Issue You want to push Marketo activities into MS Dynamics.     Solution Marketo has the ability to push activities in SFDC, however, the same feature does not exist for MS Dynamics.  Instead, you can use Interesting Moments in Marketo Sales Insight to pass activities into Microsoft Dynamics.   Who This Solution Applies To Customers using Microsoft Dynamics.
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Issue You want to find the day that a piece of predictive content was discovered.     Solution There isn't a direct way to see the exact date a piece of content was discovered. What you can do is filter the results to content discovered during a specific time frame. Go to the "All Content" tab. Select the Calendar on the upper right side Choose the time frame and click Apply. Result: You will see only the content that was discovered during that time frame.   Who This Solution Applies To Customers with Real-Time Personalization (RTP) or Predictive Content.    
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Issue A person record in Marketo is getting created by the CRM sync even though there is a previously existing record existing in the Marketo database with the same email address. Solution By design, Marketo does not run the standard de-duplication process on records that come from your CRM. If you wish to prevent duplicates from coming over from your CRM, you would need to hide them from the Marketo sync user on the CRM side, or work with Marketo support to set up a custom sync filter. Instructions for Creating a Custom Sync Rule  
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Issue You see one value for Acquisition Program and a different value for Acquired By. What do they mean and how are they different?     Solution Acquired By specifically means 'this program was responsible for creating the lead record'.  Acquisition Program is an attribute that you are able to change, but Acquired By is something controlled by the system that designates when that program is directly responsible for creating the record. For example, if you had an SFDC Campaign that was synced to a Marketo program, and you added a lead to that Campaign, the lead would be synced down to the Marketo program.  You could then use a Smart Campaign to set the value for Acquisition Program.  However, the program would not receive Acquired By credit because the lead came from Salesforce and not from the program directly.      
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Issue When forwarding email that was received via Marketo to other people, the email does not render the same in the recipient's email client. Solution This can happen when forwarding emails, as the email rendering capabilities depend upon the email client that recipient uses. HTML and CSS can be interpreted differently by different email clients. As noted in the comment below Some clients' HTML parsers don't understand all types of markup, for example an HTML4-level client will not recognize HTML5 elements. Some HTML elements and CSS rules are deliberately ignored, even if the underlying parser and (in the case of webmail) browser supports them completely The HTML markup is can be changed, sometimes drastically, from the original markup before being displayed for security reasons   With that said, you can code against some of these anomalies by adding extra code in CSS to account for the differences. Marketo Support is not set up to assist with troubleshooting custom code as we are not web developers. We would suggest that you consult with an HTML/CSS designer to make these changes. To ensure that the existing email templates are coded to comply with different email clients, it is advisable to consult with a web developer/designer to review the code. Here is a guide that you may find helpful: https://www.campaignmonitor.com/css Furthermore, even if the clients are the same, the act of forwarding an email can itself change the HTML of the email.  However, Marketo does have a workaround for this. You would just need to put the ‘Forward to Friend' link directly into an email and when the person forwards the email using this link, there is a reduced possibility of the rendering issue occurring.  It also adds the forwarded email address to your Lead Database as an unsubscribed lead. The below article covers adding the ‘Forward to Friend’ link to your emails https://docs.marketo.com/display/DOCS/'Forward+to+a+Friend+Link'+in+Emails    
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Issue There is a discrepancy for certain emails between Email Insights and Email Performance Report. The data (e.g. sent, delivered, opened and clicked) are significantly lower in Email Insights for the emails as compared to the Email Performance Report for the same emails. Solution There is most likely a discrepancy because at the time Email Insights was first enabled "you’ll have four weeks of historical Email data in addition to all new email activity". There was no request to Marketo support to upload historic data beyond four weeks which would have included data for the emails above. This request relates to the notes below from the article: "We’ll give you a four-week period before you can request Marketo Support to upload your data" The solution is to request that Marketo Support backfill the report data so you have data for Email Insights beyond the four weeks.    
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Issue Description The Results tab of a Smart Campaign with a filter for 'Send Email' is has more entries than the Send Email count on the Email Performance Report.   Issue Resolution Page through the results as some Send Email activities will be 'Skipped Lead/Person already used up Daily/Weekly communication limit'     Is this article helpful ? YesNo
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Issue Issue Description How to migrate the MS Dynamics integration from the old Marketo sandbox into a new Marketo sandbox instance.       Solution Issue Resolution There are a couple of actions that are necessary before you start the initial MS Dynamics sync in the new Sandbox instance:   1. In Dynamics, find the XML file and check if there are any custom objects listed in this file. If you find any custom entities listed in this file then it is necessary to remove those reference those entities from the XML file. This is usually found after the Lead entity and this will be listed in the following format:   <Entity name="entity_name"> to the last line where the entity is closed by </Entity>. This entity reference needs to be removed and note that this is inclusive.   2. In Dynamics, verify that there are no custom entities listed in the Marketo Config Entity, if you see any custom entities referenced there then these will need to be removed as well as this needs to be empty.   3. If a sync filter is being used in the custom entities, make sure that you update the boolean field (Yes/No) on ALL the records on the entities that will have this filter.    Please reach out to support to ensure that you have performed those steps properly and that you are ready to start the initial MSD sync to prevent any issues.   Who This Solution Applies To Customers using Microsoft Dynamics
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Issue Email Starter Templates render differently on different email clients. Solution The Marketo Starter Templates are meant to be used as examples. It would not be possible to create a 1-size-fits-all template that works for all email clients.  The Starter Templates are provided for a starting place for your web development team to build off the existing HTML, including optimizing it for display on various email clients. Different email clients will have slightly different interpretations of the HTML. An experienced web developer should be able to help you adjust the code to compensate for these differences.  
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There are a lot of different pieces and activities involved when building a campaign or generating leads.  Here are some really important self help content that every Customer Account Manager agrees customers should pay attention to in order to ensure your continued growth using Marketo.   Reached your Database Limit Delete a Lead Delete a Lead in Salesforce Find and Merge Duplicates Bounced Email Address   Is this article helpful ? YesNo
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