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There is an option to configure specific company names from being included in the RTP email reports (daily/weekly). Simply submit a support ticket with the exact names you would like to exclude and the support team will make the configuration.    
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Issue After moving an asset to a new folder, you are unable to see the asset in the tree, or see duplicates of the asset in both the new and old location. Occasionally, this may occur even when you have not recently moved the asset. Solution Sometimes when an asset is moved from one folder to another, it may not display correctly in the navigation tree.  This is generally due to a caching issue.  Try refreshing the browser or logging out of your Marketo instance, then logging back in.  If this does not clear the issue, contact Marketo support to have us clear the tree cache for your instance.
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Issue You have been utilizing the default tracking links to send Emails to leads in Marketo and decide to change the default tracking link to your own branding tracking. When you do so, this breaks the links in emails you have already sent. Solution The branding tracking link should be one of the first steps that the customer(s) need to do when they obtain their instances. If you decided to change the default tracking link to a branded tracking link after utilizing them in emails, you should be prepared in advance that any email sent prior to the change will generate the 404 Error. We recommend not sending any emails within a week or two of the change so that an email sent on Monday is then broken on Tuesday.  
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Issue Sometimes, you may receive an auto response from an email that has been sent through a batch campaign. The auto response email will not show the lead's email address instead it does contain the HTML of the email along with the Marketo decorated link. Is there a way to decipher this to determine which lead record this corresponds to?   Solution You could try opening a new browser window and either clear your cookies first or use the browser's private browsing feature (makes a cookie sandbox) so you don't confuse Marketo and tie that person's lead to you by accident. Anyways, in your cookie-free browser, click the link and then go to a form that Marketo prefills for you and you may see the email address that was originally targeted.    
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Issue Issue Description When attempting to edit the rules of a Formula field through the Field Management menu, a system error popup occurs.   Solution Issue Resolution This is most often caused by the presence of a special character (#,+, -, etc.) in the name of the field. These kinds of characters cannot be present in the name of a Formula field.  
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Article Text Included in this article: Overview Missing or Extra Headers Issues with Quotes Invalid Characters Invalid Country or State Names   Overview   The Named Accounts feature is a way to target your RTP Campaigns to specific Accounts in a Segment. It's a powerful tool for targeting specific organizations, but you may encounter errors when uploading the list of Accounts you wish to target. This doc will go over over the most common problems experienced when trying to upload a CSV file to a Named Accounts list. To learn how to upload a Named Accounts list, follow this article.     Missing or Extra Headers   The first line of your CSV file should be, in order: Name, Domain, Country, State. Make sure there are no extra columns or white spaces at the end of the line. See the screenshot below for an example of how to format your headers     Issues with Quotes   Occasionally Excel will use curly quotes, which look like these: “ ”. However, curly quotes are not recognized by the uploader, instead the uploader will recognize straight quotes like these: " ". Any curly quotes will need to be replaced by straight quotes to resolve any uploading issues. To do this:   First, make sure your file is saved as a CSV file (.csv) and not an excel file (.xlsx) Right click on the file to open the CSV file using a text editor (ex. Notepad, TextEdit, etc) Find and replace both opening (“) and closing (”) curly quotes with a regular quote (")   Invalid Characters   This error is caused when there is an invalid character in the CSV file that you are trying to import.  This is particularly common in CSV files using non-English characters.  To rectify this, make sure your CSV file is UTF-8 encoded.  By default, Excel encodes characters in ANSI format, so if your file has non-English characters in it, you will need to convert it to UTF-8.  You can do this in Notepad or similar text editors using the following steps:   Open the CSV file in the text editor and click "Save As" Save as type: All Files (Make sure you include the .csv file extension in the file name) Change the Encoding to UTF-8       Invalid Country or State Names   If the location columns are in use (they are optional), check to verify that the countries and states are input in the correct way:   Country names should be either the full country name, or its two digit country code. Ex: United States or US State names should just be their two digit state code. Ex: CA, NY, OR Make sure that only US states are included in the 'State' column. Named Account lists do not support other countries' states or provinces.
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Issue When you try to drag and drop elements (form, rectangle, etc) into a free-form landing page, nothing happens.     Solution If the free-form template is not mobile compatible, you may experience this issue. Please make the template mobile compatible to fix it. Refer this article to make the existing free-form template mobile compatible: Link - https://docs.marketo.com/display/DOCS/Make+an+Existing+Free-form+Landing+Page+Template+Mobile+Compatible    
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Article Text Included in this Article:     Overview Check Tag and Content Discovery are On Check Content Patterns Verify Content Discovery is Working   Overview   If you notice that RTP is not tracking clicks to your Content Discovery pages, there are a few troubleshooting steps you can take.   Check Tag and Content Discovery are On       Go to Account Settings          Check Tag and Content Discovery     "Tag" and "Content Discovery" must both be enabled for Content Discovery to work. Follow this article if you are having issues with your RTP tag or want to verify that it is working correctly.   Check Content Patterns        In Account Settings, go to the Content tab     Check that the URLs entered in the Create Content Patterns section match the URLs you wish to use with Content Discovery       Verify Content Discovery is Working   Once you've made changes the Content Discovery setup, visit any page in the Create Content Patterns section. If the Content Discovery is working, visiting the page should increase the click count and capture you as the visitor. To check if this worked the way that it should, after visiting the website you should:        Go to the Visitors page under Analytics     Use the search tool in the visitor database and search for the URL that you visited. It should return a list of visits to that site with your most recent visit at the top. If the Content Discovery is working correctly, the visitor database should have tracked your visit and it should appear among the list.     Check to make sure the time stamp matches the time you visited the page. The time stamp can be found under the Visitor Information section after clicking on the visitor.
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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 Issue Description You noticed that there are form actions missing from the Form Actions dropdown. The following options should be missing: Approve Draft (If form is in a draft state) Preview Clone Form Embed Code Preview Draft (if form is in a draft state) An example of this dropdown may appear as: Solution Issue Resolution This is due to the form having been created using an outdated version of the Marketo Form Editor. You may want to consider re-creating this form with the current Marketo Form Editor, and archiving the outdated form. Keep in mind that if you archive the form, you will want to reference the new form in smart lists and smart campaigns.
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Issue When trying to sync a lead to SFDC, it fails with an error message "_createSObjects failed - AgreementTaskTrigger: execution of BeforeInsert caused by: System.NoAccessException: Script-thrown exception ()" Solution Your Salesforce instance has a custom  SFDC trigger that fires when you create a lead in SFDC (in the example, the trigger is named "AgreementTaskTrigger") but the trigger was not able to execute, so the sync failed.  To investigate this, you will have to set up a debug log on the Marketo sync user in SFDC and have your SFDC admin look into the details. If you disable the trigger in SFDC, the sync will work without an issue.  
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Summary Mismatch between "Added to [custom object]" and "Has [custom object]" filters for a SFDC Custom object Issue You build a Smart List for "Added to [custom object]" for your SFDC Custom object and you notice the number of records qualifying is lower than expected. The "Has [custom object]" filter pulls more records, however, and matches what you see in SFDC. Environment SFDC/Marketo Solution This is expected behavior if you have records that were already associated to the SFDC Custom object before they were pushed to Marketo. If you have records that were already associated to the SFDC Custom object before they initially synced to Marketo, those records would not have an "Added to [SFDC Custom Object]" activity on their record in Marketo, which means they would not qualify for the "Was added to [SFDC Custom Object] Smart List filter" In this scenario, it is recommended to use the "Has [SFDC Custom Object]" filter to get the accurate numbers, as this should include all Marketo records that are associated to the Custom Object, even if they were added to it prior to being synced and created in Marketo. Root Cause Records already being associated to the SFDC Custom object before they were initially synced to Marketo.
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Issue A lead qualified for a Smart Campaign even though they do not meet the Smart Campaign filter requirements. Solution At the time the campaign ran, the Smart List was configured differently, which made the lead qualify at that time. The Smart List of the campaign was then changed after the campaign ran. Users with admin permission can check this using the Audit trail https://docs.marketo.com/display/public/DOCS/Change+Details+in+Audit+Trail#ChangeDetailsinAuditTrail-AssetAuditTrail
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Issue Description How to disable Niko from ToutApp extension Issue Resolution To remove Niko, simply click on the blue Tout envelope at the top right of your browser, then manually uncheck the box next to "Show Niko as I browse the web". Refresh the page, and Niko should disappear. Who This Solution Applies To ToutApp users with Niko
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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 Issue Description Marketo will allow you created a new asset in the shared folder and the new asset will show in the parent folder. However, when you try to make changes the new email or landing page, Marketo will give you an error saying that you have insufficient privilege. Note: Folders that are shared will have a little padlock on them to show that they are shared.  Solution Issue Resolution The reason why you are getting this error message is because shared folders are read-only. Since they are read-only, all users (including Admin users) will get the error message of insufficient privilege. If you want to make changes to the new assets, you will need to edit them in the parent folder. The parent folder will have a green arrow pointing up.
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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 A form submission occurs with missing or no information provided, including required fields like email address or first/last name. Solution When you notice a record submitted a form without the required information, like email address, there can be one of two likely causes:   This is a bot. A bot can circumnavigate any required fields, even hidden ones, because they are not loading the necessary Javascript on the form to enforce these rules. Therefore, they can fill out a form with no values.   This is a person with Javascript disabled in their browser. This would create a similar situation as the first point, meaning they can choose to fill out whichever fields they want, or none at all, because the script that enforces which fields must be filled out is not loaded.  
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Issue You attempt to approve an asset and receive a "Cannot update a stale object" error. Solution This error means that a newer version of the asset exists than the one you started with. This occurs most often with large teams or if you edit an asset in multiple tabs.  When you edit an asset, it creates a draft. Another attempt to edit the asset while the previous draft is open would create a new draft, which then causes your first draft to become "stale." Refreshing your screen should resolve this issue and allow you to approve the asset.
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