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Issue Clearing cache and cookies in your browser will fix a number of different problems related to page display, browser errors, and login issues.     Solution Here are links to the support articles on how to clear cache and cookies for the most commonly used browsers. Chrome Clear cache and cookies - Computer - Google Account Help   FireFox How to clear the Firefox cache | Firefox Help   Internet Explorer https://support.microsoft.com/en-us/help/278835/how-to-delete-cookie-files-in-internet-explorer   Microsoft Edge Microsoft Edge, browsing data, and privacy – Microsoft privacy    
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Issue You want to run a report that will show you which leads/people clicked on links within a specific email.     Solution The Email Performance report will show click rate and what links are in emails, but not which specific leads leads clicked on a link. To see that, you can instead create a Smart List. Using the filter of "Clicked Link in Email," you can then pick the desired email and the results of the Smart List will show you which leads clicked a link in the desired email.
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Issue Description Emails with valid email address get soft bounced with this error:  Local address contains control or whitespace   Issue Resolution This error means that the email has a space somewhere in the the From email address or there was a comma or extra character in the From line.   The email send did not occur due to the error with the address. The emails will need to be resent once after the associated address is corrected with white spaces or extra characters.     Is this article helpful ? YesNo
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  What’s changing? Previously, customers could choose whether they wanted to secure their pages and tracking links via SSL. The responsibility of procuring, maintaining, renewing, and securely sending the certificates to Marketo lie entirely with the customer – Marketo just hosted them. In 2017, Chrome and Firefox announced they would begin flagging any unsecured pages with clear ‘NOT SECURE’ warnings in their 2018 releases to encourage the use of SSL, and even distrusted certificates from certain providers. This essentially designated the certificate as a foundational security necessity to prevent customers fleeing from unsecured sites.   This change reinforced the increasing need for companies to protect their data and mitigate against online security threats. Recent studies have shown that ~45% of organizations are targets of Distributed Denial of Service (DDoS) attacks, typically lasting a few hours, and potentially costing companies not only lost revenue, but also customer data and overall trust. [1]   Simply put, an SSL certificate just isn't enough anymore, which is why Marketo updated how we manage SSL certificates and the overall security of our customers' landing pages with the introduction of Secured Domains, a comprehensive managed service, in early 2018.   How is Secured Domains different than an SSL certificate? In contrast to our previous solution, Secured Domains is less focused on the SSL certificate itself, and rather the security and performance benefits gained from our partnership with Cloudflare, an industry leader in secure solutions. Secured Domains not only includes the necessary SSL certificates, but, more importantly, provides robust security protection thanks to the investment made to secure our servers, which host Marketo landing pages, behind Cloudflare’s trusted security infrastructure.   With Cloudflare’s enterprise-grade tools securing our servers, we protect against security vulnerabilities and attacks on your Marketo pages. Once Secured Domains is implemented for your instance, your domains will be protected via the following:   Managed Web Application Firewall (WAF): keeps your pages secure by filtering and deflecting malicious attacks DDoS Protection:  keeps your pages live by absorbing attacks and preventing the pages (and Marketo's infrastructure) from crashing Content Delivery Network (CDN): a load balancer to distribute page views based on geolocation, which allows landing pages to load more quickly   Secured Domains also shifts the ownership of SSL certificates onto Marketo, which eliminates the hassle of Marketing & IT teams having to manage them and, because they renew automatically, you no longer need to worry about your landing pages crashing due to an expired certificate. The certificates are provisioned by Cloudflare and authored by DigiCert at an enterprise-level offering. For more information, please see our Overview & FAQ: Secured Domains for Landing Pages.   How do I learn more about Secured Domains? If you’re an existing customer, please contact your Marketo Customer Success Manager to add Secured Domains to your subscription. As of September 2019, a base Secured Domains package, which secures your first landing page domain and first tracking link domain, is now included automatically upon your next Marketo renewal. If you are unsure how to get in touch with your Customer Success Manager, please contact CustomerCare@marketo.com.   If you’re considering Marketo for your marketing automation solution and would like more information on Secured Domains and how it can improve your site security and performance, please contact GRP-Marketo-Sales@adobe.com.     Note Due to the security and risk mitigation enhancements we've made to protect Marketo servers, all customer domains are now hosted on Cloudflare. Marketo customers will be required to use the auto-renewing SSL certificate included with Secured Domains unless an exception is granted (more information on exceptions can be found in the FAQ). If you use more than the 1 landing page domain and 1 tracking link domain covered under the base offering, additional domains may simply be added on a la carte - talk to your CSM or Sales contact for pricing details.   [1] Tim Matthews, Imperva, DDoS Impact Survey Reveals the Actual Cost of DDoS Attacks, 12 Nov. 2014  
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Issue Description A sent email bounced with reason "550 [internal] [oob] The recipient is invalid" but you are sure the email address is valid Issue Resolution Regarding the "550 [internal] [oob] The recipient is invalid" these are bounces, but the informative part here is the "oob" piece of the message. This indicates that the bounce message was "Out Of Bounds", meaning that the recipient mail server first said that it would accept the email, but then afterwards bounced it. If you look at the lead records that are giving these messages, you'll see that there will be an "Email Delivered" activity right before this bounce message, which is what makes it "Out Of Bounds" since it's reporting that it both delivered it and then also that it bounced it. This happens a lot but there isn't really any way Marketo can control it as it's entirely up to the recipient mail server. Marketo records the "delivered" or "bounced" messages back whenever they come in, but recognizes when it's gotten both that it's unusual behavior, which is why it appends that "[oob]" piece into the message. Many times this happens when a recipient mail server accepts the emails through a main server, then dumps them over to a secondary server. The first one that takes in the email gives back the "Email Delivered" message. Then, the secondary server evaluates each email based off of spam filters and against known email addresses in their system. If they've got invalid email addresses or are filtered out as spam, they'll then be bounced, causing the bounced message after the delivered message. If you want to track your bounces so that you don't continue to have problems, try this doc here: Maintaining a Directory of Leads Bouncing Emails To provide more evidence- you can run through the emails through online email verification tools it test them. Some examples of online email verification tools are http://mailtester.com/testmail.php https://www.verifyemailaddress.org/ https://hunter.io/email-verifier/ You can manually change the value of the “Email Invalid” field and try communicating with the lead again if necessary.
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So you’ve now used the previous document (Getting Started With Guided Landing Pages:) to download a template from our library and set it up in your Marketo instance, you have even used it to make a landing page or two and you’ve customized those landing pages, all of which is fantastic news! Good job!   But now you’re looking at the template and things need to be changed: That’s a good start, but the Elements on the page may not seem “right” to you. We have an image on the left, a text headline on the right and a form below the text headline.   What if that’s NOT the layout you intended? What if, instead, you wanted the headline at the top, centered on the page and the image and the form side by side below the headline?   All of the elements on the template can be added, removed, re-ordered, changed up, switched out and modified. Doing so, however, absolutely requires knowledge of HTML. As stated before, if you are not comfortable editing HTML and do not have a resource available to you, please reach out to services@marketo.com, they are able to assist with any sort of coding needs.   Editing a Template:   Let’s go back to the template we created before and edit it and see what we can do about that image, form and headline.   Every object on a Guided Template is called an “Element”, you can see a list of the elements being used on any given page in the right hand pane of the landing page editor. However, that’s not all the elements that can be used on a landing page.   The full list of template elements can be found here: https://docs.marketo.com/display/public/DOCS/Create+a+Guided+Landing+Page+Template   So looking at that list, and knowing we want to change the layout of a text headline, image and form, the Elements we should be looking for are marked like this: class: "mktoText" class: "mktoImg" class: "mktoForm"   That seems easy enough, let’s look at the code and see what we can see.   Scrolling down through the code you will see first a bunch of variables defined. Variables are another sort of item that can be changed on a responsive landing page, please see Editing Marketo Guided Landing Page Templates, Pt. 2 - Variables:  which follows this one. Following that is a bunch of CSS code. CSS stands for “Cascading Style Sheets” and is a way of formatting the same thing over and over again, kind of like setting a font in a word processor. You wouldn’t want to have to re-set your font and size every time you start a new paragraph, right? CSS helps maintain a consistent look and feel across the entire document. Following the CSS, we get to the main section of the template, the <body> section. The <body> tag typically contains what you and I would consider to be “THE” web page. Everything above the body helps define how the web page looks and feels, but the <body> contains the actual content.   Sure enough, right there inside the <body> tag on lines 290 to 295 are the Elements we’re looking for: Each of the Elements we want to re-order are located inside <div> tags. A <div> tag is just a way of separating out one part of the page from the rest of the page. This section is marked as being “special” and the “class=” attribute is telling us in what way this section is special.   Each section starts with <div and ends with </div> closing it off. In HTML it’s important to close elements that have been started, so if we’re going to change the order of things, it’s important to select the entire section, from the <div to the </div>   More on HTML <div> tags here: http://www.w3schools.com/tags/tag_div.asp   HTML renders everything from left to right and from top to bottom. In the code, we are first defining the mktoImage, following that with mktoText and finally with mktoForm. That’s why the objects appear on the landing page in that order: In order to change the layout in a specific way, we will have to take each of the <div> tags containing elements and place them in a table. A table is a way in HTML to order things in terms of rows and columns. The <table> tag is one of the oldest tags in HTML and works on pretty much every HTML capable device.   More on the <table> tag here: http://www.w3schools.com/tags/tag_table.asp   Wrapping the Elements in a table is pretty straightforward. Copy the code to a text editor:        <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>      <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>      <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>   Step 1 is to change the order, we want the text to come first:        <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>      <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>      <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>   Step 2 is to wrap the content in a table. Inside the <table> tag are special tags that define the rows and columns. <tr> sets up each row and as you saw with the </div> tag is marked with a </tr> ending the row.   <td> defines each column, I know it’s confusing having <tr> where “r” clearly means “row”. You’d think it would be <tc> for column, but trust me, it’s <td>.   More on <tr> and <td> here: http://www.w3schools.com/tags/tag_tr.asp http://www.w3schools.com/tags/tag_td.asp   <table>      <tr>           <td>                <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>           </td>      </tr>      <tr>           <td>                <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>           </td>           <td>                <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>           </td>      </tr> </table>   This is the basic structure of the table. There are going to be some tweaks needed, but let’s see how this looks first. Put this in place of the code currently in the template like so: The indented tabs here aren't JUST for readability. The Guided Template Editor has build in code validation and it will return errors if you try to have your elements on the same line as the TD's and TR's. Make sure each item is on it's own line.   Go back and re-approve the draft and then edit the landing page we made before. It’s not pretty, but that’s OK. First we have to get the structure the way we want it, making it look pretty is the very last thing we do.   What we have here is the text headline on the top, which is great. The image and the form are below, left and right, respectively, side by side. That’s just what we wanted.   The problem is that we have a row with one column on top of a row with two columns and that has skewed things slightly. Fortunately this is an easy fix. We just need to take the single column in row 1 and make it stretch across both columns in row 2.   To do that, we add an attribute. Attributes modify the way tags behave.   In the template go back to the code we inserted and find the <table> tag where we set the whole thing up. First we’re going to control the width of the table:        <table width=”100%”>   This tells the browser to render the table at 100% the width of the screen.   Now find the <td> tag that contains the text element.             <td>                <div class="col-lg-6 col-md-6 centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's Adventures in Wonderland</h1></div></div>           </td>   Add the following attribute like so:             <td colspan=”2” width=”100%”>                <div class="centered"><div class="mktoText" id="primaryBodyHeader" mktoName="Primary Header"><h1>Alice's <br>Adventures in <br>Wonderland</h1></div></div>           </td>   So what we’ve told it here is to span two columns and take up 100% the width of the table, and since the table is already 100% the width of the screen, this should fit the page as well. We’ve also changed the class on the <div> so that it simply reads “centered”. This should center the title based on the CSS code defined above.   Now find the <td> tags that contain the image and the form and adjust them to 50% each like so:             <td width="50%">                <div class="mktoImg col-lg-6 col-md-6 centered" id="primaryImage" mktoName="Primary Image" style="min-height:100%;" mktoImgClass="expandToFit"></div>           </td>           <td width="50%">                 <div class="mktoForm" id="primaryForm" mktoName="Primary Form" style="margin-bottom:40px;padding:10px;min-height:80px;"></div>           </td>   Go back and approve the template change and edit a draft of your landing page. There you go! Now if we were preview this and change the size of the window, we get this (image and form are blank as they have not yet been added.)
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Overview A triggered campaign launches automatically when a specific action occurs. For example, you can use a triggered campaign to automatically send an email to a lead after she completes a form. Triggered campaigns have at least one trigger in their Smart List. When the lead activates a trigger and passes through the other filters in the Smart List (if you have any), the lead will immediately proceed through the campaign's Flow. In a Smart Campaign, the Smart List palette contains a separate folder with Triggers. These are the events you can use to activate your triggered campaigns. Be careful when using multiple triggers.  If you use two or more in a campaign, any single trigger can activate the campaign. Email Triggers Trigger Name Description Clicks Link in Email If someone clicks on a link in an email. This can be a specific link(s) or any link. Email Bounces If an email bounces from an address. Email Bounces Soft If an email bounces due to an auto‐reply, full mailbox, etc. Email is Delivered If an email is delivered to someone. Opens Email If someone opens an email. Unsubscribes from Email If someone opts out of email. Salesforce Specific Triggers Trigger Name Description Activity is Logged If an activity is logged in salesforce.This can include a logged call or task created. Activity is Updated If an activity that is already created is updated. Added to Opportunity If a contact is added to an opportunity. Added to SFDC Campaign If a lead/contact is added to a Salesforce campaign. Clicks Link in Sales Email If someone clicks a link in a sales email (an email sent through Sales Insight). This can be a specific link(s) or any link. Is Sent Sales Email If someone is sent a sales email (an email sent through Sales Insight). Lead is Converted If a lead is converted into a contact in Salesforce. Lead is Deleted from SFDC If a lead is deleted from Salesforce. Lead is Synced to SFDC If a lead is synced to Salesforce from Marketo. Opens Sales Email If someone opens a sales email (an email sent through Sales Insight). Opportunity is Updated If an opportunity is updated. Owner Changes If the owner of a record in Salesforce changes.This can be to a specific user or to any user. Removed from Opportunity If a contact is removed from an opportunity. Removed from SFDC Campaign If a lead/contact is removed from a Salesforce campaign. Sales Email Bounces If an email bounces from an address. Sales Email is Received If an email sent via Sales Insight was delivered. Status is Changed in SFDC Campaign If a lead/contact status changes within a Salesforce campaign. General Triggers Trigger Name Description Added to List If a lead/contact is added to a Marketo static list. Campaign is Requested If a contact/lead is sent into a Marketo campaign. Clicks Link If someone clicks on a link. This can be a specific link(s)or any link that is tracked. Data Value Changes If any data value on a record, includes all fields available for edit/update in Marketo and Salesforce is changed. Fills Out Form If someone fills out a form. Has Interesting Moment If someone has an interesting moment. Lead is Created If a Marketo lead is created. Removed from List If a lead/contact is removed from a Marketo static list. Revenue Stage is Changed If a revenue stage within a revenue cycle model is changed. Score is Changed If a lead score is changed. Send Alert If someone does something, send an email alert. Visits Web Page If someone clicks and visits a web page.This can be a specific page(s) or any web page.
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Issue If your IT department or a client asks for your Marketo dedicated sending IP address in order to whitelist your marketing emails, here is how you can find it.     Solution Your Marketo instance's dedicated IP address can be found by sending yourself a live version of one of your Marketo emails, then checking the message headers for the IP address that it was sent from.  It should also be included in the original documentation that Marketo's deliverability team would have provided you when the dedicated IP was set up.  If you are unable to locate the IP address in the emails, or are unable to find your original documentation, please reach out to Marketo Support and we can look it up for you.   Who This Solution Applies To Customers with a dedicated sending IP
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Issue You are trying to configure Marketo and Okta for SSO, but encounter errors. Solution 1. Log in to Okta and go to the admin section. 2. Click "add applications" then "create new app" (Do not use the community sourced Marketo app) 3. For platform select "web" and for signon method select "SAML 2.0" 4. Name the app "Marketo" (or any name you prefer) and upload the Marketo logo you would like to see displayed on the login tile, then click next 5. In "SAML Setttings" for the Single sign on URL you will want: https://login.marketo.com/saml/assertion/<YOURMUNCHKINHERE> . For the Audience URI you will want: http://saml.marketo.com/sp Default Relay State can be left blank. For Name ID format select "email" or "emailAddress" and for application username you will want to select email (Be sure that your Okta user email matches what is in the login field for your Marketo user within Admin > Users & Roles). Leave attribute statements unused. 6. Select finish and you should be brought to a page where you can select either "view setup instructions or identity provider metadata". 7. One of those links mentioned in the last step will take you to a page where you can retrieve the issuer ID which will be put in the Marketo settings (under both Issuer ID and Entity ID) as well as the certificate you will need to download and then upload into your Marketo SSO configuration. 8. Once you have set the issuer id, entity id, and certificate as described above, confirm that your Marketo User ID Location is set to Subject and then enable SSO. When you hit "save" in the SAML settings window in Marketo, the popup may not close, but your settings are retained and the window can be closed (if you would like to confirm it was saved, you can reload the page and will see the new saved settings) 9. When you first setup SSO it is preferable to have all the SSO users available to confirm there are no issues with a particular user in an otherwise operational SSO configuration. However, if SSO works for one user, then the overall configuration is set correctly. Disclaimer: Marketo Support does not support 3rd party products, and cannot configure an SSO Identity Provider on your behalf. This document exists to aid users in configuring SSO, however, no guarantees are made that these setup steps will work.     Who This Solution Applies To Okta Users, SSO users
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  *Please Note* these group sessions are discontinued as of Thursday, July 1, 2021.    Offered exclusively to new Marketo Engage launch pack customers, this series of interactive group discussions offer an open forum to learn best practices from a Marketo expert and your peers.    Marketo Group Consulting Webinars are one-hour virtual meetings connecting you with a Marketo expert to expand and improve your knowledge and skills related to marketing strategy and Marketo tactical execution. Each session will include knowledge sharing from Marketo followed by an open Q&A.    
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If you want to set or get a form field value in Javascript, you'll first need to find it's ID in the form.  Then it's a simple matter of using jQuery to retrieve the value from the form. Get the field's ID First, get the HTML ID for the form field you want to edit.  In the Design Studio, select a landing page that contains the form and preview the page. View the source 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 like "Email" or "First Name".   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 Search for the "id" attribute in the "input" tag for that field.  Below, the id is "FirstName". <label>First Name:</label><span class='mktInput'><input class='mktFormText mktFormString mktFReq' name="FirstName" id="FirstName" type='text' value="" maxlength='255' tabIndex='1' /><span class='mktFormMsg'></span> Setting a field value Write Javascript to change the value of that field.  This example uses the jQuery "attr" function to set a new value, though any javascript solution will work. Change the highlighted yellow bits below with the name of the field and the new value for that field.  Instead of "newValue", you can use any text string, Javascript variable, or Javascriptfunction that returns a string. <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 FirstName and newValue   $jQ(document).ready(function() {     $jQ('#FirstName').attr('value','newValue');   }); </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. Getting a field value Write Javascript to get the value of that field.  This example uses the jQuery "attr" function to accomplish that, though any javascript solution will work.  Change the yellow value to the ID of the field you want to read. <!-- jquery for changing the field values --> <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();     $jQ(document).ready(function() {     var firstName = $jQ('#FirstName').attr('value');   }); </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.
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On the Schedule tab of a Smart Campaign, you'll see a count of the number of leads who are blocked from receiving emails:     Here are the reasons why your lead might be blocked from a mailing: Unsubscribed = True Email Invalid = True Marketing Suspended = True Blacklisted = True Email Address is empty Email suspended at in past 24 hours Leads that are blocked from mailings will run through the campaign's flow. However, these leads will be ignored any Send Email flow steps. They will execute all the other flow steps of the campaign. Note: If your Email is flagged as an Operational Email, Marketo will ignore the Unsubscribe and Marketing Suspended flags when running the Send Email step - but these leads will still count in the number blocked from mailings. Getting a list of all blocked leads First, set up a Smart List in your Lead Database to find all leads blocked from mailings as shown below. Make sure to set the list for ANY filter as highlighted below:   To find leads were blocked in a campaign you already ran, filter for leads in the Leads Blocked From Mailings list you just built and members of that campaign: To find leads will be blocked in a campaign you are going to run, filter for leads in the Leads Blocked From Mailings and re-create the Smart List for your campaign:    
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Issue How to use the Web Page, Referrer URL, or Query String constraints to specify web page when using one form on multiple pages. Solution Use the appropriate constraint to specify which page the form is on when using a "Fills Out Form" trigger or "Filled Out Form" filter in a Smart List. There are three options: Web Page Referrer URL Query String   Web Page This constraint is designed for Marketo Landing Pages. If you have one form on multiple pages, and were attempting to specify a Marketo Landing Page, then you would use Web Page.  If you use Web Page, your value is the Landing Page asset name, such as "Global Contact Form Page". Or if the page is local to a program, the name format would be [program name].[landing page name]   Referrer URL This constraint is designed for external, non-Marketo pages. If the form you have is embedded on an external page, the value you would enter would be the URL of the page.This constraint is very picky about the values entered. Say the form is on http://www.pages.domain.com/contact-us.html. Only the following 2 options would function: Referrer URL - is - http://www.pages.domain.com/contact-us.html Referrer URL - contains - www.pages.domain.com/contact-us   By using "is", the exact value must match. When using "contains" a smaller portion of the whole can be used. Even "contains" /contact-us would have worked successfully, but the less specific the value is the more other pages could qualify depending on the use case. Generally, "contains" is advised with a unique portion of the URL because there can often be querystrings on URLs that would then not satisfy the "is" constraint.   Querystrings If the form is on a page, and the page has a querystring, such as: http://www.pages.domain.com/contact-us.html?product=new-stuff, then the form submission activity on the Marketo record would have a new field in the Detail called Query Parameters. (Querystring, Query String, Query Parameters are all the same thing.) If you set up direct links to the Page with unique querystrings, then you would be able to use the Querystring constraint and use values from the querystring in the trigger/filter form fillout campaign.
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Issue Description Changing your primary domain can be a bit of a daunting task if you don't know where to start, this guide will walk you through the steps you will need to take to use a new domain with your Marketo instance. Issue Resolution Create your new Landing Page CNAME and point that to your Marketo instance. If this new CNAME is going to be used as your primary domain, then the original Domain Name in Admin > Landing Pages will need to be changed to reflect your new domain.  The original domain should be added as a domain alias so any URLs referencing the original domain will continue to work.   https://docs.marketo.com/pages/releaseview.action?pageId=2360189   https://docs.marketo.com/display/public/DOCS/Add+Additional+Landing+Page+CNAMEs   Adding a new primary branding domain (CNAME) for emails is also recommended when changing domains. This will allow tracked links in emails to reference the new domain going forward. You'll want to leave the original branding domain (CNAME) active and listed so that tracked links in any previsouly sent emails will continue to work.   https://docs.marketo.com/display/public/DOCS/Add+an+Additional+Branding+Domain   If you plan on signing your emails with your new domain, setting up a new SPF/DKIM record is recommended to help keep your deliverability rates as high as possible.   https://docs.marketo.com/display/public/DOCS/Set+up+SPF+and+DKIM+for+your+Email+Deliverability   https://docs.marketo.com/display/public/DOCS/Set+up+a+Custom+DKIM+Signature
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Supported CRMs   Marketo has out-of-the-box, bi-directional sync support for the following CRMs: Salesforce.com Microsoft Dynamics CRM 2011 Online, On-Premises and CRM 2013   Boomi Connector   Through our partnership with Boomi, you can sync other CRMs to your Marketo system through one of their connectors.  Contact your account executive or the Marketo sales team to learn more about this. Unsupported CRMs   If you use an unsupported CRMs, here are the methods we have available for your integration: Import/Export Review the following articles to use a CSV spreadsheet to import and export leads from Marketo: Import leads from a spreadsheet into Marketo Export a list Custom Fields If you contact the Marketo Success Team, we can set up custom fields for your account as you need them. Send Alert Using the Send Alert flow step, you can inform your sales team, using email, about noteworthy events, including a link to the lead's details.  You can also format your emails with XML so they can be automatically processed by your system. Using Send Alert Munchkin JavaScript API If you have web development resources, you can use our JavaScript API to integrate your web forms with Marketo. Munchkin JavaScript API SOAP API If you have programmers available, you can integrate our SOAP API to retrieve and update leads among other functionality. Marketo SOAP API Is this article helpful ? YesNo
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Issue Issue Description If a page is not loading in your browser for Marketo, this can sometimes be due to network related issues. We can help troubleshoot by using a HAR file from the browser to see network traffic.   Solution Issue Resolution Instructions to generate a HAR file broken down by browser version: Chrome In Chrome, go to the page within Marketo where you are experiencing trouble. At the top-right of your browser window, click the Chrome menu (⋮). Select Tools > Developer Tools. The Developer Tools window opens as a docked panel at the side or bottom of Chrome. Click the Network tab. Select Preserve log. You will see a red circle at the top left of the Network tab. This means the capture has started. If the circle is black, click the black circle to start recording activity in your browser. Refresh the page and reproduce the problem while the capture is running. After you successfully reproduce the issue, right click on any row of the activity pane in the Network and click Save as HAR with Content. Save the HAR file. Select the Console tab. Right-click anywhere in the console and select "Save as...". Name the log file Chrome-console.log. Send both files as shared links in a reply to your case. Firefox In Firefox, go to the page within Marketo where you are experiencing trouble. Click the Firefox menu (Three horizontal parallel lines) at the top-right of your browser window. Select Web Developer > Network. The Developer Tools window opens as a docked panel at the side or bottom of Firefox. Click the Network tab. Select Persist logs. After you successfully reproduce the issue, right-click any row and select Save all as HAR. Firefox typically takes a few seconds to prepare the download. A slight delay on this step is normal. Select the Console tab. Right-click any row and select Select all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case. Safari In Safari, go to the page within Marketo where you are experiencing trouble. In the menu bar at the top, click Develop and select Show Web Inspector. Click Preserve Log. Click the Console tab and select Preserve Log. Go back to the Network tab. Refresh the page and reproduce the problem while the capture is running. Once you have reproduced the issue, select Export. Save the HAR file. Click the Console tab. Right-click any row and select Select all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case. Internet Explorer 11 (IE 11) In Internet Explorer, go to the page within Marketo where you are experiencing trouble. Click the gear icon in the top right. Select F12 Developer Tools. Click the Network tab Clear the Clear entries on navigate option, which is selected by default. The icon looks like blue arrow with a red X. The green play button (Start Profiling Session), should be selected by default. This means the capture function is running. Refresh the the page and reproduce the problem while the capture function is running. Once you have reproduced the issue, click the Export as HAR icon. The icon looks like a floppy disk. Click the Console tab. Right-click any row and select Copy all. Paste the content in a text file and name it console-log.txt. Send both files as shared links in a reply to your case.
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Issue When your Salesforce Sandbox gets refreshed and is given a new OrgID, you will have to contact Marketo Support to work on getting the Marketo Sandbox addressed properly.     Solution This process is a 2 step process, the first step completed by Marketo Support on the backend. The second step is for you to enter the desired Sync User credentials in Marketo Admin > Salesforce. In order to do this second step correctly, you will need to generate a new Security Token for this Sync User within SFDC. Your SFDC Admin may need to do this for you. It is best that the token be newly generated the same day as performing this process. This process can be done over the phone so that both you and Marketo Support get immediate feedback.
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Issue You see a record in the database has something similar to the following Email Suspended Cause: "554- Your access to this mail system has been rejected due to the sending MTA's poor reputation. If you believe that this failure is in error, please contact the intended recipient via alternate means." Solution The 554 error is generated by a hard bounce due to a spam block. It is possible that one of the sending IP addresses used may have been on a temporary blacklist the day of the attempted send. This happens while using shared IPs when another Marketo instance using the same IP hits a spam trap, putting the IP on a blacklist for 24 hours. This error can also happen to users on a dedicated IP if they hit a spam trap with one of their email sends.        
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Issue Description When a lead fills out the form in Marketo, Marketo sync fails with an error  "Duplicates_Detected."   Issue Resolution This error, "Failed: DUPLICATES_DETECTED: Use one of these records?" is a message Salesforce is sending back to Marketo, rejecting the attempt to sync the record. This means there's a setting in SFDC preventing duplicates from being created, possibly due to a custom deduplication rule on the SFDC side.   Recommended steps : Check the dedupe settings and check for these leads in SFDC based on the things other than the email address like first name, last name etc. You may need to work with your SFDC admin to determine why Salesforce rejecting the record as duplicate. Who This Solution Applies To Customers integrated with Salesforce Is this article helpful ? YesNo
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Overview Starting August 15, 2018, Marketo will be implementing a new policy for the retention of marketing activity data. Under this policy, Activity and Campaign Membership data will be stored for a rolling 25 months past the activity date, and high-volume activity data will be retained for a rolling period of at least 90-days past the activity date. Beyond these retention periods, the data will not be available through the Marketo UI. Marketo Analytics Reports With data being retained for up to 25 months, some Marketo Analytics reports will be affected. Not all reports will result in changes – reports that draw data from lead activity logs will only show data for up to 25 months. Other reports that do not reference lead activity at all will be unaffected. However, even reports that do not reference lead activity by default could be affected if there are filters added to the smart list of the report. Filters that reference lead attributes (information in fields in the lead record) will not cause any change to the report. Filters that look for activities the lead had taken will only be able to access activities for up to 25 months, so if the activity occurred longer ago, it will alter the results of the report. To help you identify exactly how each report will behave when filters are used, here is a full breakdown of every report and what to expect for the most common variations. Report Type Variations Will this be affected? Revenue Cycle Explorer Reports Revenue Cycle Explorer dives deep into several areas of analysis No RCE reports will be affected. The data that feeds into RCE is sent overnight into a separate database server that manages RCE reporting. Because it is housed in this other location, and not in lead activity logs, RCE reports are not affected by this change. Revenue Cycle Explorer does not pull data from the lead database directly, so filters are not available. No People Performance Report A.K.A: Lead Performance Report Use a People Performance Report to measure database growth over time. You can see how many people you added, and when. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes People by Status A.K.A: Leads by Status With the People by Status Report, you can review how well you're moving people through the process by checking how many of them appear in each Person Status value every month. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes People by Revenue Stage A.K.A: Leads By Revenue Stage The People by Revenue Stage Report will let you create a report showing which stage of your Revenue Cycle Model your people are in. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Success Path Analyzer Use a Success Path Analyzer to explore the specific details that reflect both flow (amount) and velocity (speed, in terms of days) of people through the stages of your Revenue Cycle Model. Default report with zero Smart List filters No Success Path Analyzer does not include Smart Lists N/A Social Influence Report Use the Social Influence report to review the social activity you're generating, and see how often your people tell their friends about you. Default report with zero Smart List filters Yes Report with Smart List filters referencing lead attributes (Ex: First Name) Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Opportunity Influence Analyzer The Opportunity Influence Analyzer lets you see where you met the lead and what marketing opportunities affected them during the marketing/sales process Opportunity Influence Analyzer does not include Smart Lists No N/A Email Performance Use the Email Performance report to see how well your emails are performing with stats like delivered, opened, clicked, etc. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Email Link Performance Use the Email Link Performance report to see how well the links in your emails are performing. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Email Insights Email Insights provides powerful insights from historical data for Email Marketers. It consists of two separate but associated sections: Analytics and Sends. Email Insights does not use Smart Lists No N/A Sales Insight Email Performance Use the Sales Insight Email Performance report to view the performance of emails sent through Salesforce, Microsoft Dynamics, or a Gmail or Outlook plug-in. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Landing Page Performance Use the Landing Page Performance report to see how many people filled out the forms in your landing pages, and how many of them were new. Default report with zero Smart List filters Yes Report with Smart List filters referencing lead attributes (Ex: First Name) Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Web Page Activity Use the Web Page Activity report to see who's visiting your website and even subscribe to an email version of the report. Default report with zero Smart List filters Yes Report with Smart List filters referencing lead attributes (Ex: First Name) Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Company Web Activity Use the Company Web Activity report to see which companies are visiting your web site. You can choose to display known or anonymous visitors, but not both in the same report. Default report with zero Smart List filters Yes Report with Smart List filters referencing lead attributes (Ex: First Name) Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Program Performance The Program Performance report will give you great stats on how your programs are performing. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Engagement Stream Performance The Engagement Stream Performance report will give you details on how your engagement content is performing. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Program Analyzer You can use the Program Analyzer to find which programs and channels are giving you the best results. Program Analyzer does not use Smart Lists No N/A Campaign Activity The Campaign Activity report will give you detailed information on how your smart campaigns are performing. Default report with zero Smart List filters No Report with Smart List filters referencing lead attributes (Ex: First Name) No Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. No Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Campaign Email Performance The Campaign Email Performance report gives details on how your emails are performing, broken down by the campaigns that sent them. Default report with zero Smart List filters Yes Report with Smart List filters referencing lead attributes (Ex: First Name) Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) that occurred within previous 25 months. Yes Report with Smart List filters referencing lead activities (Ex: Filled out Form) without a date constraint. Yes Reporting Workarounds Activity data from two years ago may be stale data for many customers. However, you may have a use case where this information is needed. Below are the ways that you can still retain this data even after the 25 month retention. Export the Data Marketo has developed the Bulk Extract REST API so that these lead activities can be exported and housed locally. Once you have the data extracted over the API, you’ll be able to house it and sort it however you need to for your use case. Use Custom Fields Lead field values are not affected by the Data Retention Policy change. You can use Smart Campaigns to populate custom fields with values based on activities your leads take. This will allow you to filter leads by these Lead attributes (not subject to retention policy changes) rather than by the activities themselves (which are subject to the retention policy). An interesting side benefit to this is that it is faster to search by Lead attributes than by searching through Lead activity logs. Here are some docs that will show you how to store activity data in custom fields. For documentation on how to use custom fields to store activity data, check out this documentation Storing Activity Data Beyond Retention Policy For an example of how it can be used to improve your deliverability by tracking email bounces, check out this documentation on Maintaining a Directory of Leads Bouncing Emails. Where to go for More Information Overview & FAQ Documentation This doc will give you an overview of what the policy changes and answers to the most commonly asked questions: Data Retention Policy Change - Overview & FAQ Marketo Activities Data Retention Policy The official Marketo Data Retention Policy can be found here: Marketo Activities Data Retention Policy Data Retention Policy - Under the Hood Check out all of the nitty gritty details of new policy and how it will work. Marketo Activities Data Retention Policy - Under the Hood Ways to store activity data beyond the retention policy Here are two docs that give possible work arounds you can try Storing Activity Data Beyond Retention Policy Maintaining a Directory of Leads Bouncing Emails Bulk Extract API Check out the documentation here to find out how to use the Bulk Extract API Contact Marketo Support If you have additional questions, please Contact Marketo Support
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