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Overview These instructions will show you how to add a filter to Segments that will prevent a visitor from seeing the same campaign twice. When done this way, each visitor will only see the associated Campaign once and won't see it again.   This is a article attached image   1. Locate and select the User Context API filter (in the API category). This is a article attached image     2. Select "Campaigns - Viewed" from the "Select field to add" drop down. This is a article attached image   3. Select "is not" and insert the Campaign ID. This is a article attached image     Where to find the Campaign ID The Campaign ID is the identifier used by RTP to specify which Campaign you are referencing. It can be found in the URL for the campaign once you've navigated to it. Look for the number in the end of the URL, just after "reactionId=".            This is a article attached image   4. Click the plus sign to add a second field to the filter. Choose "Campaigns - Viewed" as the second field, same as the first.   5. Select OR from the AND/OR field. 6. Select "is empty" for the second Campaigns Viewed filter option. S This is a article attached image     Finally please make sure that the campaign is not marked as "Sticky", as this will make it appear every time.   You're all set! This segment will now only match visitors who have not seen the campaign yet.
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Issue:   You or your sales reps are getting an error when editing your leads or contact records in Salesforce saying "The record you were editing was modified by Account Marketo during your edit session".   This error will usually occur in Salesforce when you are in the Edit page in while at the same time the Marketo sync is updating that same record by our periodic API sync. While this error occurs very rarely, and usually by performing mass updates from Marketo (usually by batch campaigns).   Resolution:   Here are some steps you can take from a Marketo perspective to resolve or significantly reduce the chances of this error occurring:        1. Change the process that you use to update records in Salesforce - You can successfully reduce this error by using Inline editing (by double clicking on the individual field on the record) as opposed to doing a mass update of multiple fields on 1 record (by using the Edit button).   Inline Editing - As the screenshot below shows, this done by double clicking on the individual field on your record then updating the field and then pressing the "Save" button or double pressing on the Enter key on your keyboard.   Mass Editing - this is done by first pressing the "Edit" button on the record's detail page, which will then take you the the Edit page where you can mass update multiple records then press the "Save" button.        2. Increase the Salesforce sync interval time - Another option to reduce the the possibility or receiving this error is to reduce the number of times that Marketo syncs with Salesforce. This option in effect increases the time between Marketo and salesforce syncs.  (The default is 5 minutes.)  The downside to this option is that updates made in Marketo will take a longer to sync to Salesforce and vice versa. If you want to proceed with this option, you will need to contact Marketo support to get your sync wait time increased.    
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Issue Can Interesting Moments and Web Activity be written on the Account object in SalesForce? Solution Marketo does not have permissions or capabilities to write to the account object. Marketo can only write data to the Contact or Lead Object in SalesForce. If you want to have that data recorded on the Account object, you would be able to setup a custom SalesForce work flow to add that data to a field or as an activity in SalesForce. This data will not be usable or recognized by sales insight however.
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I'm trying to find out who had a lead score change from a specific smart campaign - would I use data value changed with a reason or some other filter?   The Data Value Change trigger/filter with the Reason constraint is appropriate for finding leads that had their Lead Score changed by something such as a manual edit or Smart Campaign. This is a article attached image This is a article attached image This screen shot shows examples of how you might set this up.   The list below shows a few of the values you may see in the Reason field. If you know the exact phrase you are looking for, use the "is" operator. For example, "Changed by Smart Campaign Contact Us." If you don't know the exact value, try using the operator "starts with" or "contains."   Synched from salesforce.com Changed by Smart Campaign System flow action System action reset Form fill-out SOAP API Manual lead edit Munchkin API Import/merge into list   The Reason filter constraint is available in these filters:   Data Value Changed Lead Partition Changed Progression Status was Changed Revenue Stage was Changed Not Data Value Changed Not Lead Partition Changed Not Progression Status was Changed Not Revenue Stage was Changed
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Issue You are considering archiving or deleting old programs, and you are wondering how that will affect reporting on membership of leads.     Solution If you delete a Marketo Program, the membership data will be lost. Technically, in the Lead record Activity Log, there will not be an activity for "no longer in program," but any and all reporting will not be able to report from deleted programs.  Keep in mind that Marketo Support cannot restore deleted programs. Archiving Programs keeps program membership data. This means that Analytics reporting, including Revenue Explorer, will be able to see archived programs and the related data. However, smart lists will no longer be able to reference the archived program. For example, say the smart list was: "Member of Program, program is [name]". In this situation, the smart list wouldn't be able to locate the program.    
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Issue When comparing the Engagement Score on the Engagement Dashboard, the scores do not match with the Email Insight Engagement Scores. Environment Engagement Program Email Insight Solution The Engagement Score from the Engagement Dashbaord will hold the most accurate information as this is direct information, rather than for example with RCA/RCE and Email insights where the data source is different. If you want to see Engagement Score over a period of time more accurately, use the Engagement Stream performance report: Engagement Stream Performance Report | Adobe Marketo Root Cause The Engagement Score on the Engagement Dashbaord only calculates the last 3 casest, it is also important to remember that the engagement score only includes emails that were cast more than 72 hours ago. As per this documentation: The Engagement Dashboard | Adobe Marketo In comparison, the Email Insight Engagement Score is calculated over a period of time that is set by the user but the data can still be mismatching, this is due to the fact that the data source is not the same from the Engagement Dashboard.
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Issue After going through a modification of a text field type from 'Text' to 'String', the field is no longer available as a filter for smartlists. Don't worry, the field is not gone - it is just temporarly unavailable. Solution Changing the field type from one type to another is a database intensive operation and in some cases where the field values are widely populated across your database records, this can cause the filter to be unavailable until the operation is completed in full. The time it takes for the field filter to become available may vary and it can take up to ~30 hours sometimes until the field filter is available again after the type of the field has been changed.  
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Issue How do the links (both Marketo and Non-Marketo) populate in the dropdown of Visited Web Page trigger or filter? Solution The drop-down shows a limited number of options. These links are fetched from any of your leads' activity logs. The values in the dropdown of the "Visited Web Page" will show if there is any lead who visited a webpage and this webpage or link is stored in the activity log of the email (may be in past). If the expected webpage doesn't show up in the dropdown list, first try typing it in and letting the autocomplete offer the URL.  If you type it in and it still doesn't show as an option, then none of the leads have visited that page at least once. You can create a test lead for yourself and visit the desired webpage to get this added in the dropdown.  
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Issue New user gets message that the password link is expired when attempting to login for the first time. Solution If the invite isn't accepted within 24hrs of the first invite email being sent, it expires and there is no way to re-send it. You will need to delete the user and create a new one with the same email address. After you delete a user, it take a few minutes to clear out of the backend, so if you get a message that the user is already in use, just wait a few minutes and try again.
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Issue Description User is unable to delete categories for their templates, regardless if they have Admin status. Issue Resolution Categories cannot be deleted unless the user who created the category deletes it. If user is no longer with the company, then removing the user should also remove the categories associated with their account. Who This Solution Applies To ToutApp users
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Summary Learn how to resolve the issue where Marketo only recognizes the first LinkedIn Lead Gen form and does not recognize any additional forms. Issue Marketo only recognizes the first LinkedIn Lead Gen form and does not recognize any additional forms. The problem persists even after disconnecting and reconnecting the LinkedIn account with Marketo. Solution To resolve the issue where Marketo does not recognize multiple LinkedIn Lead Gen forms, follow these steps:   Verify submissions: Ensure that each LinkedIn Lead Gen form has at least one submission. Marketo will not display a form in the dropdown lists for triggers or filters unless it has been filled out at least once.   Preview and test the form: Go to the LinkedIn campaign and use the ad preview feature to fill out the Lead Gen form yourself. This step is necessary for Marketo to recognize and sync the form.   Check for form activity: Once the test submission is complete, check the activity log in Marketo for the test record. Look for the LinkedIn Lead Gen Form Fill activity, which should be present to ensure that the form appears in Marketo dropdowns.   Using Marketo smart list: If you want to check the performance of the form, use a Smart List in Marketo with the filter Filled out LinkedIn Lead Gen Form and set Lead Gen Form Name to any. This will show submissions for all LinkedIn Lead Gen Forms with at least one submission. This filter can also be used in reports to segment people based on form submission activity.   Reauthorize connection: Remember that the authorization for the LinkedIn connection in Marketo is valid for a limited time. To avoid disruptions, set a reminder to re-authorize the connection periodically before it expires.   Additional information: Marketo integrates with LinkedIn Lead Gen forms to capture lead information directly from LinkedIn. Regular monitoring of the LinkedIn connection in Marketo is essential to maintain a seamless integration. By following the above steps, you should be able to resolve issues with Marketo not recognizing multiple LinkedIn Lead Gen forms and ensure all forms are properly synced and can be used within Marketo for lead generation and reporting purposes.  
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Issue When trying to reset a user's password under Marketo > Admin > Users & Roles, a popup error appears stating "Single id enabled users cannot have their passwords reset". Solution Admins cannot reset passwords for universal ID enabled users under Marketo > Admin > Users & Roles. The universal ID user should reset their own password themselves, by clicking on "Forgot Password" in the Marketo login page.
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Issue Sometimes email addresses that are CC'd can have emails bounce. This doc describes what to expect in these scenarios. Solution Sending Emails To address is valid, cc address bounces   The email will be sent to the recipient but the cc'ed recipient will not receive it (since the address is invalid).   Nothing in the Marketo UI will communicate that the email to the cc'ed address was undeliverable.   To address bounces, the cc address is valid The email to the recipient will bounce normally.  The cc'ed recipient will still receive a copy of the email.   Nothing in the email sent to the cc'ed recipient will tell them that the To: the address was undeliverable.   To address is valid, cc address is unsubscribed The email to the recipient will deliver normally.  The unsubscribed cc address will not receive the email.   Nothing in the UI will reflect that the cc'ed recipient did not receive the email because of an unsubscribe setting.  The cc'ed address will not appear in the Send Email activity under the cc'ed attribute.   Email Delivered This will not include details of the cc'ed email addresses.  There is no log item in the UI to communicate that a CC email was delivered to the recipient or bounced.   Emails in the inbox The cc'ed person will be in the cc field of the email the lead receives.  The links in the email will be tracked for the person in the To: line.  If the cc'ed person clicks the links in the email, the 'Click Link' activity will be logged on the lead in the To: address and the cc'ed recipient will be cookied by Munchkin as the person in the To: address.
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Issue List Import shows other lists Pending Import import even though you are only importing one list.     Solution The List Import function can be accessed via API as well as through the Marketo user interface.  By default, the list import function can process two list imports at a time and can queue up to ten more.  If the API has a large number of list imports queued up, this may interfere with your ability to import lists in your Marketo instance.  If this occurs regularly, you may want to work with your IT department to schedule the API calls to run outside of business hours.
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Issue How deleting or archiving programs will affect the Lead field: Acquisition Program.     Solution If you delete a Marketo Program, the field will append a "deleted" at the end of the Program Name. For example, if the Program Name was "July 2016 newsletter" for Acquisition Program, after deleting the Program, the field value would change to: "July 2016 newsletter  -  deleted (####)". The numbers represent an activity ID on the backend. Note: Archiving Programs does not affect the Acquisition Program.    
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Issue When making API calls, Marketo reports the daily API limit has been reached but does not show when the limit resets.   Solution When Marketo shows the daily API limit has been reached, it will reset itself that night at midnight central time, and then will allow for the API calls to resume. These are the reset times according to US time zones.   10:00 PM Pacific 11:00 PM Mountain 12:00 AM Central 01:00 AM Eastern      
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Issue Can a Default program in a nurture stream be changed to the Nurture Channel for reporting purposes? Solution Program Channels can only be applied to one type of Program. Nurture Channel will only be usable on a Engagement type program. You can however have multiple channels avaliable for a specific type of program! So you can have one program type with multiple channel options, but you cannot have one channel used for multiple program types.
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Issue How to re-subscribe records who are already unsubscribed.     Solution Once the person is willing to resubscribe to receive your emails, either of the following can be done: Smart Campaign: Change Data Value of "unsubscribed" to false.You can either use a Smart Campaign to execute this flow or can just go with single flow action ( select the lead, Person actions > Marketing > Change Data value; Attribute: Unsubscribed, New Value: False.) You can manually change unsubscribe from True to False. To do this, go to Lead database, click on the lead ( whom you need to unsubscribe), go to lead Info tab, look for unsubscribe field , remove the tick or check off the unsubscribe field checkbox.        
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Issue When using the Filter 'Member of SFDC Campaign' in the Smart List and checking the people tab to see which records are qualified, this message occurs: Could not evaluate rule 1 (SFDC Campaign 'Campaign Name' not found) Note: it may state could not evaluate rule # - # can be any number, if the filter is number 5.  # will equal 5   Solution The Fix Ensure the that the SFDC Campaign being referenced in the Smart List is an ACTIVE campaign The Why This error occurs due to the SFDC Campaign not being an active campaign in SFDC. You may be wondering "Then why can I select the SFDC campaign in the drop down?" This is because the Smart List Filter specifically 'Member of SFDC Campaign' similar to 'Has Opportunity' filter reference a backend table in Marketo. This backend table is updated when a SFDC Campaign is removed or renamed. Therefore, Marketo does not directly perform an API call to check if the campaign is selectable, but rather uses the backend table as reference. One way to check in Marketo if the SFDC Campaign is active is to check the 'Added to SFDC Campaign' Trigger in a Smart Campaign's Smart List as that dropdown will only show active campaigns.  
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Issue In the report subscription, there is a link to the person in Marketo. Likewise, is it possible to add SFDC links for contacts/leads to report subscriptions? Solution Currently, there is no option to include the link to the person in CRM in the report subscriptions.    
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