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Issue You have a Batch Campaign or Email Program setup where the amount of people qualified is more than what's listed under the Smart Campaign Person Restrictions limit (for more context, see Enabling Person Restrictions for Smart Campaigns). Within that same program or campaign, you calculate that between the number of qualified people reduced by how many are blocked from processing puts the total count of records below the Person Restrictions for the instance. Would the campaign or email program still execute and process the appropriate leads that aren't blocked or does Marketo solely look at qualified members to determine if that's more than allowed based on Person Restrictions? Environment Admin Marketing Activities Marketo Scheduling Solution Yes, the campaign will still run as expected. Both Email Programs and Smart Campaigns effectively disqualify non-marketable people before processing records towards the Campaign Processing limit. Example: Your instance is setup to limit campaigns from processing more than 500k records in a given Smart Campaign. If you have 600k qualified for your Smart List (Audience) but 200k of the records are blocked, the campaign will still run as only 400k marketable people qualify to actually get processed through the campaign. Blocked records don't get processed through the campaign execution and, therefore, don't add or contribute to campaign processing limits.
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Issue Why is the number of records shown in the Opportunity Analysis report in Revenue Explorer different from the number of records shown in a Smart List with the same filters? (e.g. 100 records in Opportunity Analysis vs. 200 records in smart list) Why are some records in the Smart List that do not appear in the Opportunity Analysis report? Solution The attribution settings are set up to report on "Explicit: Only contacts with roles (default)" This means, the records in a Smart List that do not appear in the Opportunity Analysis Report in RCA are contacts without roles.
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Article Text Image: Step Flow for Predictive Content for Web and Email What are Content URL Patterns? This post explains the first part of the flow image above: the discovery and tracking of content for the Predictive Content app. During the setup phase, the marketer defines their content URL patterns (See Create Content Patterns for more information), in order for Marketo to discover HTML content (e.g., blog posts, press release, news articles) across a domain. Setting URL patterns allows Marketo to auto-discover content when a web visitor clicks on the HTML web page within the content pattern. This content is then added to the All Content page in Predictive Content. Setting up URL Patterns Go to User Profile > Content Settings > URL Patterns. (For more information, see the Getting Started doc: Getting Started with Predictive Content) Image: URL Patterns Page   Rules for Content URL Patterns Use of a wildcard (*) is permitted throughout the expression. e.g., domain.com/*  or  domain.com/*blog* It's recommended to use /* at end of the expression to continue pattern discovery. e.g., domain.com/blog/* to discover all your blog posts in the blog folder Content Patterns are not case sensitive. URL Pattern: "domain.com/Blog/*" will discover all HTML pages on "domain.com/Blog" and "domain.com/blog" Parameters in URLs are not discovered. Auto-content discovery removes the URL parameters in order to avoid discovering the same content URL multiple time with different parameters.   Examples of Content URL Patterns   Domain URL Pattern Type Result domain.com blog/* Pattern Discovers all your content that matches the pattern domain.com/blog/. Example: domain.com/blog/5-top-tricks domain.com/blog/2017/new-year-solutions domain.com/Blog/3-best-recipes domain.com article/2017/* Pattern Discovers all your content that matches the pattern domain.com/article/2017/ Example: domain.com/article/2017/5-top-tricks domain.com *datasheets* Contains Discovers any URL that contains the word "datasheets" Example: domain.com/datasheets/5-top-tricks domain.com/blog/5-top-datasheets domain.com press-release Exact Only one HTML page is discovered: Example: domain.com/press-release domain.com   Exact If the domain is selected and the URL expression left empty, the URL pattern will discover only the home page Example: domain.com sub.domain.com blog/* Pattern Discovers all your html pages in the folder blog only on the sub domain sub.domain.com
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Issue When viewing the activity history for email sends to a lead, the campaign name does not reflect the program name responsible for the send.   Solution Marketo will run background campaigns to handle emails sent through a either an email program or a nurture program. The naming convention for this may look like the following:   Program - #### - Exploration - Campaign Program - #### - Exploitation - Campaign Email Batch Program - #### - send-email-campaign To refer to the accurate name of the program responsible for the send, this information can be found in the Detail section of the activity log.    
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Summary Flow step choice condition for "Person was Deleted from SFDC" with 'in past' "7 days" causes campaign failure Issue This flow step choice type causes a campaign failure because it is not supported.   This is expected behavior. Solution Customers have to use Member of Smart List as indirection for the desired filter condition.   i.e. Create a new Smart List with the "Deleted from SFDC" filter.  Then change this failing flow step choice to use 'Member of Smart List' with the Smart List just created.   Example flow step:
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Issue You receive a page with the error "Cannot get email content" when visiting View as Webpage link in email. Solution The view as webpage link is tied to the original email asset when it was sent.   Occasionally customers will say they're receiving an error message when visiting the link like so: This is a article attached image   There are multiple reasons this can happen:   The email was a sample send of a draft of an email that no longer exists. It was discarded, or approved. The email asset was deleted You tried to use the view as webpage token from MSI. Root Cause This issue occurs when the visit webpage link is trying to refer to an email or email version that no longer exists either because it was deleted, replaced or approved.
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Issue You need to add a second domain for Predictive content. Environment predictive content Solution Contact Marketo Support to have the domain added, as there is not a method within the UI to add additional domains. Similar to web personalization, Support-level permissions are required to add a domain to Predictive Content.
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Summary Aggregating/summing two score fields Issue You have two new score fields (for example: 'Implicit score' and 'explicit score') and you're wondering if there's a way to sum/aggregate these scores together for all records within Marketo. Solution To aggregate different score values together within Marketo, you should first create a third 'sum' field meant to capture the aggregate of the two scores. (Example: 'sum score') Now, we have 3 scores: Explicit Score, Implicit Score, and a Sum Score SOLUTION First, setup the scoring smart campaigns for implicit and explicit score as you normally would. Once those scoring programs are setup, add the sum score field to the flow of each respective campaign, increasing that score by the same interval that you increase the implicit or explicit score by. This should allow the scores to aggregate over time. Example 1 "Implicit Scoring campaign: Trigger: Visits web page 'x' Flow: 1. Change Score [Implicit score] Change: +5           2. Change Score [Sum score] Change: +5 Explicit Scoring campaign: Trigger: Fills out form 'y' Flow: 1. Change Score [Explicit score] Change +10           2. Change Score [Sum score] Change +10 Final result if a record runs through both campaigns > Implicit score: 5, Explicit score: 10, Sum score: 15" In the above example, the sum score flow step is simply added to each respective explicit/implicit scoring campaign, with the same change interval applied. Once applied to all relevant scoring programs in the instance, the sum score should continue aggregating the two scores into the sum score field. If you're increasing both explicit and implicit scores within one campaign instead of separating out by score type, you could also accomplish this with the same logic and instead adding the summed score interval within that same flow, for example: Example 2 "Scoring campaign: Trigger: Person is created Flow: 1. Change Score [Implicit score] Change: +3           2. Change Score [Explicit score] Change: +4           3. Change Score [Sum score] Change: +7 Result > Implicit: 3, Explicit: 4, Sum: 7" -------------------------------------------------------------------- Potential Alternative solutions: 1. Have your SFDC/CRM Admin create a workflow within the CRM which sums the two fields as they sync. This requires the score fields in question to be synced to the CRM. 2. Call a webhook, which will keep the aggregate in line with the individuals each time it's called. This would be a custom webhook implementation that Support cannot assist with. Sources for alternative solutions: How to sum Lead Scores in one aggregate score field Add two Scores in Marketo  
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Summary Some users encounter problems with their Marketo domain not handling URL parameters correctly and resolving URLs. Issue When using URL parameters, some users experience issues where their Marketo domain does not correctly handle and resolve URLs. Cause: The issues can arise due to errors in how the URL parameters are structured, syntax errors, or difficulties in the domain's ability to handle parameters. One common problem is placing the anchor (represented by "#") incorrectly in the URL string, especially before the parameters.     Solution URL parameters are extra pieces of information added to a URL to provide specific data or instructions. E.g., Example Domain?parameter1=value1&parameter2=value2 However, incorrect handling of these parameters by the domain may cause issues in resolving the URL, resulting in broken links or incorrect behavior in your Marketo campaigns. Therefore, it is crucial to ensure that URL parameters are correctly managed to avoid any problems. Below are some recommended guidelines to follow while using URL parameters. Proper use of "?" in URL parameters: Start your URL with "?" if it contains parameters. This correctly initiates the parameters and allows the URL to resolve correctly. Example: www.example.com?parameter=value#anchor   Verify your domain's ability to resolve parameters: It's possible that certain websites may not be set up to accept or process parameters present in URLs automatically. If you're facing such an issue, it's important to inspect your website's domain settings. This can be done by exploring the configuration options offered by your content management system (CMS) or hosting provider. In case your domain isn't equipped to handle parameters, you may need to reach out to your domain provider for further assistance.   Place the anchor correctly: The anchor is typically included at the end of a URL to direct the user to a specific section of a webpage. If you are using parameters in your URL, the anchor must always be placed after the parameters.  Example: Incorrect: www.example.com#anchor?parameter=value Correct: www.example.com?parameter=value#anchor Some examples of different URL constructions. Both of these are valid, correctly constructed URLs: www.example.com?parameter1=value1&parameter2=value2 www.example.com?parameter1=value1#anchor In the examples above, the "?" symbol is used to start the parameters, and the "&" symbol is used to separate multiple parameters. The anchor is placed at the end, after the parameters.  
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Article Text Included in this article   Overview The Issue The Explanation   Overview Sometimes you'll see an organization show up as "ISP - Anonymous - Proxy" in your visitors list in RTP.   The Issue RTP is a powerful product with an immense database, but not every ISP can be found.  When we receive a visit from an ISP we can't identify, instead of omitting them from our results, we use the name "ISP - Anonymous - Proxy" and set the location to "United States.     The Explanation Pretty much any free Wifi signal you find like at a library or coffee shop will be listed as an Internet Service Provider (ISP). The admins for that ISP service can configure their network in any way they would like, including whether they allow for identification of their network. If there is no data provided, there's nothing for RTP or any other service to gather. In that case, that's when you'd see the "ISP - Anonymous - Proxy" listing for a visitor in RTP.
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Article Text Included in this article   Overview The Background The Problem The Solution Overview RTP gives a dashboard that provides lots of valuable information about your RTP instance and how everything is performing. One of the widgets in this dashboard is Top Industries. This widget is designed to give you a breakdown of the top performing industries, but sometimes the industry widget is empty:   The Background When a segment is saved in RTP, it is automatically assigned a type.  If the segment contains only the Industry filter, then it is assigned the 'Industry' type and is included in the Industry widget on the dashboard. So, this widget only contains information on Industry segments. If it is not an Industry segment, it will not be included here.   The Problem You can obviously add more filters to the segment other than Industry. However, if the segment contains other filters, then it is assigned the 'Complex' type and is not included in the Industry widget. The only information that will display in the Industry widget is what comes from segments that use only the Industry filter and that alone.   The Solution If you'd like a particular segment to display in the Industry widget, there are two options: 1. Remove the other filters other than Industry. 2. Create different additional Industry-only segments.
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Issue "Added to List" trigger is not firing when a lead is imported to a list when the List Import Mode "Skip new people and updates" is selected.     Solution Campaign triggers fire when the triggering activity is written to the lead's activity log. "Skip new people and updates" mode specifically skips activity logging. Since the "Added to List" activity is not written to the lead record when a lead is imported, the campaign will not be triggered.
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Issue When you use the "Add to SFDC Campaign" flow step, and the lead isn't already in SFDC, this step will sync the lead to SFDC, and you want to know which assignment rules will be applied.   Solution The SFDC auto-assignment rule will be used. To explain this further, if for some reason you don't have lead assignment rules firing properly in Salesforce, it will be assigned to what is called the "Default Lead Owner" in Salesforce. It's not just "Add to Salesforce Campaign" that uses what is called "implied Salesforce actions". All of the following flow steps will sync the lead to Salesforce first before running the flow step if the person is not already synced to Salesforce: Add to Salesforce Campaign Change Status in Salesforce Campaign (this will sync them AND add them to the campaign first) Change Owner Convert Person Create Task      
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Issue Issue Description When filling out a form in preview, an external Thank You Page is not working. Marketo is not redirecting to the Thank You Page.  Solution Issue Resolution This is expected. A workaround is to create a test Marketo Landing Page and place the form for testing. 
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Issue: When I resize my landing page, the elements on it do not stay in place.   Solution: Marketo Landing pages make heavy use of absolute positioning in CSS.  This means that you can drag and drop elements wherever you want, but the template needs to be constructed a certain way.  If someone has modified your landing page and eliminated certain required elements, it could break this feature.   If this happens, contact Marketo Support Is this article helpful ? YesNo
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Issue: I need to use a comma in my value list, but Marketo uses the comma as the break between different values. Select One, Not at this time, Yes, within 30 days, Yes, within 60 days Solution: Begin your value list with "\|||\" and use "|||" instead of a comma between each value. \|||\Select One|||Not at this time|||Yes, within 30 days|||Yes, within 60 days Nice work! You can now use commas in the text of your Value List.
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Issue: I just tried to edit an email and I receive the following message. Solution: We got your back.  These errors will cause your message to look strange in certain email systems. Click on the Show Details link to see the errors and then on Automatic Fix to make them all good again. Be sure to Send a Test Email and check the format once the fix has completed.
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Issue When attempting to move a folder with a program into a different workspace, the below exception is thrown: Rule is incomplete, '<Field Name> is...' requires value In the below example, the field name is 'New Status ID':   Solution This exception is thrown when a smart list within the Folder contains an incomplete filter. To resolve, you can either: 1. Remove the Smart List filter that is incomplete 2. Set a value for the Smart List filter
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Issue A lead shows as being a member of a campaign that had a single flow step of 'Change Data Value'. However, the lead doesn't show in the Results tab of the campaign, nor is the CDV activity logged in the activity log for the lead. Solution This can happen if the field to be updated was blank/null, and the new value in the CDV flow step is derived from another field, using a token, and this other field is also blank. Because the value 'changes' from blank to blank, we don't log anything in the activity log, but the lead is a member of the campaign.
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Issue You receive the error message of "exceeded limit" for Program Member Custom Fields (the documented limit is 20), but you don't see 20 fields listed in the Admin > Field Management > Program Program Member Info area.   Root Cause There may be Program Member Custom Fields in your Marketo instance that are hidden. These hidden fields still count toward your limit of 20.  As next steps, in Admin > Field Management, review the Hidden Fields area to find the hidden Program Member Custom Fields, and un-hide them. After un-hiding them, they will appear under Admin > Field Management > Program Program Member Info. To resolve the "exceeded limit" error, unused fields should be deleted. Reach out to Marketo Support to delete Program Member Custom Fields.
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