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Issue When using the [mktorest.com/rest/asset/v1/emailTemplates.json] end-point to pull all Email templates, the COUNT is much less than what is shown in Marketo's Design Studio Global Search.   Solution This is the expected behavior. When viewing the total count of Email templates in the Design Studio UI, it will count EACH shared template that is shared across other workspaces, counting the same template multiple times depending on how many workspaces it's shared to. However, when retrieving the Email Templates from the REST API, it will only return DISTINCT Email Template ID's from the originating shared workspace where the template resides. It will not return the templates from the shared workspaces. Root Cause REST API Expected Behavior
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Issue An email asset with a program MyToken is not reflecting correctly after a campaign send, even though the email asset is within a program with the correct token value. Root Cause If the smart campaign that sent the email is in a different program, the MyToken reference will come from the program of the sending smart campaign, not the program where the email lives.
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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 Explanation: In RTP the tracking is session-based, similar to most web analytics tools. A session starts with the first page view and ends 30 minutes after the last click on the website. For example: Scenario   RTP Result Visitor views 1 page on the website and leaves 1 visit & 1 page view Visitor views 2 pages on the website within 30 minutes and then leaves 1 visit / 2 page views Visitor views 1 page on the website, leaves, then returns 45 minutes later and views 1 page 2 visits / 2 page views
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Summary Building a Smart List or Report for Merge Activities within time frame Issue You're looking to have a Smart List or Report built to gather insights on what merges, if any, took place within your database over a given time frame. Environment Marketo Smart List Reporting/Analytics Database API Solution Marketo doesn't have native capabilities to report on Merge activities that take place within your database, either via Smart List filters or within the Analytics section of Marketo. This is due to the activity type surrounding the merging of leads, Merge Leads, not being an attribute available for filters or reporting. The only way to go about getting a sort of list or report of the various merges that took place is to utilize the self-service Bulk Activity API endpoint and filter/specify the desired timeframe that you're wanting to look at. Please partner/consult with your Developer to go about building the job necessary to accommodate this. Below are two resources available on our Marketo Developer site to assist and offer guidance as needed. Resource(s): Bulk Activity Extract documentation Bulk Activity Extract endpoint reference(s) Root Cause Marketo doesn't offer the ability to filter off the Activity Type of Merge Leads.
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Issue Program member custom fields are not syncing data to Salesforce campaign member fields even though they are mapped. In this setup, the sync for Campaign Members is being performed by 'Add to SFDC Campaign' or 'Change Status in SFDC' flow-steps, but the Program itself is not set to sync with an SFDC Campaign. Environment SFDC Integration Solution This is the expected behavior, as the program member custom fields will only sync data to campaign member fields when the Salesforce Campaign Sync is setup for the Instance/Program in question. Using flow steps to sync SFDC Campaign Members will not carry over data for Program Member Custom Fields.   Root Cause SFDC Campaign Sync is not enabled.   Enable/Disable Campaign Sync Enable/Disable Campaign Sync | Adobe Marketo Engage   Program Member Custom Field Sync Program Member Custom Field Sync | Adobe Marketo Engage
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Issue Customers may run into limitations with Webhook providers or other third party REST services that require their fields are an integer type field.  This may present issues with those values being inputted to Marketo (and other systems) accurately if a record has a value outside of the integer value limitation range: -2147483647 to 2147483647   Environment Marketo/Third Party REST/Webhook Providers Solution There is no way to increase/modify the integer value limitations on the Marketo side.  This is not a Marketo product limitation, it's the defined constraints of Integer data types. If you're running into issues with values from a third party/webhook provider falling outside of the limitation range, this will present issues with the field value being accurately logged in Marketo. In this scenario, it's worth checking with the third party/webhook provider to see if they have any flexibility around which field types they can allow (for example, String or Float type fields have less limitations and will allow for larger or smaller numbers outside of the -2147483647 to 2147483647 range). For a full overview of Marketo field limitations, you can visit the below article: Marketo Field Limits by Field Type
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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 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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When designing a form you may want to customize the location and alignment of the labels. 1. Select a form and click on Edit Form. 2. Under the Form Properties select a different Layout. Once you have selected your layout, click into the canvas to apply it. Nice job! You now know how to change the form label layout.
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Issue What is meant by the socially acquired member of a program such as a webinar program? Solution Leads acquired by the following Social Apps are part of the "Socially Acquired" count - Social Button Youtube video Poll Referrals Sweepstakes If you want to track the number of registrations through social shares, you should consider using the referrals or sweepstake app.  These apps allow the users to share and also help you track how many registrations each of your referrers bring in.    
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Issue When using the Merge Lead(s) REST API end-point and merging multiple leads, which field values would be copied to the winning record? In the below example, the winning lead record has a blank value for Job Title. When merging all 4 leads, which field value will get copied to the winning record from the list of losing records?  This is a article attached image Solution The field values that will be injected to the winning lead record are directly impacted by the order of leadID's in the Lead array parameter of the call, where the FIRST leadID listed in the parameter array will be the winning value IF the field on the winning Lead record is blank.  URL Example {{baseUrl}}/rest/v1/leads/4231/merge.json?leadIds=2232,1323,1455 RESULT  Based on the above excel chart, LeadID 4231 (Winner) would have their Job Title field updated = 'electrician'. URL Example #2 {{baseUrl}}/rest/v1/leads/4231/merge.json?leadIds=1323,1455,2232 RESULT Based on the above excel chart, LeadID 4231 (Winner) would have their Job Title field updated = blank/empty.   Root Cause This is the expected behavior when merging multiple leads via the REST API Merge Leads end-point.  
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Issue Description You may notice that there may be a block in SFDC that stop syncing unsubscribes from Marketo to SFDC. After fixing the block in SFDC the new unsubscribes will sync as expected. How to get all the unsubscribes that happened before this fix to sync into SFDC?   Issue Resolution You would need to set up a campaign to reset the field value. Smart list: Unsubscribed = true Flow: Change data value  "unsubscribed" -> False Change data value  "unsubscribed" -> True   That would take everyone who is currently unsubscribed, switch to false and then back to true. That should cause the true value to sync up to SFDC for all of those records. However, make sure you do this at a time when you are absolutely positive there are no email campaigns going out.   Who This Solution Applies To Customers integrated with Salesforce Is this article helpful ? YesNo
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Issue Leads are stuck in a smart campaign's Wait Step and have not moved onto next steps, even though the Wait Step has been updated/shortened and the lead should move onto the next step. Solution When a lead enters a Wait Step, it remains in the Wait Step as defined at the moment they entered it. For example, if the lead enters a 1 week Wait Step, it will remain in the step for 1 week. If the Wait Step is updated to be longer or shorter (for example, shortened to 3 days or extended to 2 weeks), the lead that already entered the Wait Step (when it was 1 week) will remain in the Wait Step for the original duration. New leads entering the Wait Step will abide by the new duration.
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Issue Change Lead Owner reason shows "Synched from salesforce.com - fixup Lead Owner." Solution The "synched from salesforce.com fixup lead owner" activity means the lead owner was switched within SFDC, often times through auto-assignment rules. The phrase "fixup Lead Owner" is what Marketo records when it is taking the Owner ID being passed from Salesforce and translating it into the Lead Owner values (First Name, Last Name, Email Address, etc) to populate into Marketo.
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Issue Field values updated in Marketo do not sync to SFDC when the record exists as a Contact.  Environment Marketo - CRM Native contact Sync Solution The issue is caused by the interaction of the Block Field Updates with the conflict resolution rules for Contacts described here.  The Block Field Updates will prevent Marketo from writing values from Salesforce into Marketo, but it does not prevent the sync from attempting to sync those values. If a field has Block Field Updates enabled to prevent updates from SFDC and that fields gets updated in both Marketo and Salesforce at the same time, Marketo will attempt to use our conflict resolutions rules to allow the update from SFDC to override the Marketo updated.  The Block Field Update prevents this from occurring which leaves the records stuck unable to update the value in either system. To resolve the issue for the specific records, the Block Field Updates setting must be removed for the specific values to allow the values from Salesforce to sync down. Then the feature can be re-enabled. To prevent recurrences of the issue in the future, Users and processes in Salesforce must be prevented from editing those values to prevent a conflict from occurring. 
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Issue You receive an error in ToutApp - "IMAP access is disabled for your domain. Please contact your domain administrator for questions about this feature. (Failure)" Solution This due to an invalid Gmail connection For this error message to be resolved, we recommend looping in with your Gmail Administrator regarding the IMAP access of your domain and whether or not it can be enabled. See the link below for additional reference on this for your Gmail Administrator: https://support.google.com/a/answer/105694?hl=en    
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Issue Tokens in form-triggered emails are not populating values when a new lead comes in through form fill out.     Solution For the token to populate, the associated Marketo field shouldn't be empty and it must hold a value that will be passed to the token. It takes a small amount of time for the form to write the value to the lead record and it my not write all the info before the triggered email is sent. In case of new leads, using a wait step as the first flow step (before send email flow step) will be helpful. This will leave some time for the fields get their value filled from the form fillout. Once the fields have the value, the associated token will populate correctly during the email send.  
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New Features: Audit Trail - An enterprise-class feature that gives organizations full visibility into user activity. Chronological activity log viewable at each level of the hierarchy (from the home tab hierarchy to the detailed line item level). Search, filter, sort, and export detailed audit data. 90-day historical view (with the ability to request data past this period). Access via the >> arrows at any level of the Home or Budget tab hierarchy. Available to Owners and Admins only.   Advanced Searchable Drop-downs - Making our product easier to use for end users.  No more scrolling through large lists! Just type to filter the list to your desired value and hit enter. Enhancements:   Improved Import Budget Feedback for Multi-Select Fields - error messages now include the:  Exact row and column where the data needs to be adjusted. Exact issue with the data.    ***For budget imports with multi-select fields only.   HTML User interface Update -  The Details, Roll-up and Budget Panels as well as Import Schedules have been transitioned to HTML5. The new HTML panels include the following usability enhancements: Navigation -  The ability to tab through fields and select values using your keyboard. Saving -  Faster and less intrusive saving (with a saving.../saved notification giving you immediate feedback). Layout - See everything in view-only mode first for a cleaner interface. Identify what cells are editable with a pencil icon on hover and a single click to edit.
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Issue You want to understand how Company IDs work within Marketo and how you can interact with these IDs, particularly when dealing with the Person's Company Object. You want to know: The nature and standard of the Company ID in Marketo. Can the Company ID be checked or modified by users without CRM or API integration? If people belonging to the same company share the same Company ID. How to update the Company Object information via the API for multiple leads associated with the same company? Clarification on which field should be used as the basis for updating Company Object information. Solution Marketo manages Company IDs using two distinct identifiers: Company ID: This is a Marketo-specific identifier that is used to organize the link between companies and people within Marketo. External Company ID: A hidden system field used in non-native company object integrations. The Company ID can be accessed through the {{company.Id}} token, while the External Company ID is not directly viewable in the UI. Note: The Company Object API endpoints are disabled when a native CRM integration is enabled in a Marketo instance. Accessing and modifying Company ID You cannot manipulate the Company ID or External Company ID fields from the Marketo UI. Any interaction or modification of these fields must be done through the Marketo API. Updating Company Object information via API When updating the Company Object for multiple leads belonging to the same company: Use the External Company ID or company ID to update the Company Object. Updating the Company Object with the External Company ID will apply the changes to all leads associated with that company. You can also update Company Object fields using the lead API endpoints. These changes will apply to all leads associated to the company. Steps for updating Company Object Create Company: Use the Marketo API endpoint `{{base_url}}/rest/v1/companies.json` to create a company with the necessary data. Create Person: Use the Marketo API endpoint `{{base_url}}/rest/v1/leads.json` to create a person associated with the company. Field Inheritance: Once a person is linked to a Company Object via the External Company ID, certain fields like Billing City, Address, and Postal Code are inherited from the Company Object and are no longer editable from the UI. Creating Fields on the Company Object: Contact Marketo Support to request the conversion of these person fields to company fields.  
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