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Issue My SFDC production instance is undergoing Instance Refresh Maintenance in SFDC. Will this impact the SFDC and Marketo sync? Salesforce Article: Help And Training Community Solution Provided the org ID of your SFDC environment stays the same, it will remain connected to your Marketo instance. As best practice, double check with your SFDC team that all of your SFDC records will retain their unique IDs after the refresh. After the refresh occurs, double check that the Marketo connection in Marketo (under Admin > Salesforce) is intact.  
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Issue Email won't be approved due to too many custom tokens Solution Sometimes when approving an email with a large number of of tokens, the following error message will appear: 'The number of custom tokens in the email exceeds the limit '   This is a article attached image   This means that you have too many custom tokens in the email and that if you wish to approve the email, you will need to remove one or more of your custom tokens in the email.    Its important to note that this only applies to custom tokens, which are tokens based on a custom field in Marketo.  This means that while you will be allowed to add more of the standard tokens to the email and approve it, you will not be allowed to go beyond the 40 custom token limit we have in place for the non-standard tokens. Here you will find all the standard tokens in Marketo
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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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Summary If you're using the Bulk Custom Object Import API to push records to a Marketo custom object (and you're importing separate files that have duplicates across the files) -- the records will not be deduped on the custom object if multiple imports are pushed at the same time. Issue If you are using a Bulk Custom Object Import API third party service to push records to a custom object (and multiple files, containing duplicates across those files are being imported to the Marketo custom object in a similar time window) -- the records will not be deduped on the custom object, even if the dedupe field value is matched. This is because two concurrent imports can be processed at the same time if they are pushed close together. More information can be found here. "A maximum of 2 jobs are processed at the same time.  A maximum of 10 jobs are allowed in the queue at any given time (including the 2 currently being processed)." Solution In this scenario, the third-party App/API service provider that is making the bulk import calls must be consulted to ensure that separate files containing duplicate records aren't being imported to a Custom Object at the same time (or close together times). Once the calls are spaced out adequately so there aren't concurrent imports running containing duplicate records in separate import files, the custom object will dedupe as expected based on the designated dedupe fields. More on dedupe fields can be found here: "Dedupe fields can be used to retrieve, update, or delete custom objects. Every custom object definition must contain at least one (and no more than three) dedupe fields." In Summary, while Marketo does deduplicate on custom object records at import based on the dedupe field(s), it cannot dedupe when concurrent imports are being processed at the same time with duplicates in the separate files (for example: file 1 has dupe A while file 2 has dupe B).  If all the duplicates are in the same file, however, Marketo can dedupe within that file as its imported to the custom object.    Root Cause Concurrent Custom Object imports running at the same time: when this occurs, the two files being imported concurrently don't have time to check against each other to dedupe based on the configured dedupe field.
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Issue You receive the following error: "Ouch! 500 Error Something went wrong. We monitor this sort of thing, but if you are an authorized support contact, you should create a support ticket."       Solution This can happen because of temporary network issues. Try out the following troubleshooting steps. 1. Clear Browser Cache 2. Try a different browser 3. Try a different device 4. Try a different internet connect (Hotspot/Tether from mobile) If you still have any issue after trying all these steps, please contact Marketo Support for further assistance.
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Issue Importing programs from one Marketo instance to another doesn't bring program membership with the program     Solution There is not a direct way to import the program membership. However this can still be identified by exporting the original program membership from the first instance to a CSV file. This file can then be imported to a static list in the new instance to identify these records.Then the records can be processed either manually or by batch campaign to update the campaign membership status.
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Issue What happens when you enable "Send all Tout emails in my team through this server connection" within the SMTP Server settings on ToutApp.com. Solution When you select "Send all Tout emails in my team through this server connection" within the Tout admin panel, this will provide the option to all standard users to either choose to use the ToutApp Email Servers or your company's own Email servers. If you decide to share the SMTP Settings with the team, t is recommended that you have your IT team setup a dedicated STMP/Email account to use as the Custom SMTP Credentials. Note: Each user can choose to either use the Tout servers or the configured & shared SMTP server. It is not applied automatically to all users.
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Issue You would like to have a new lead created in SFDC after every form submission regardless of whether the contact/lead already exists. Solution When you use the "sync lead", assign the person to lead queue explicitly, that will create a new lead since contacts cannot be assigned to queues. However, this is going to create a lot of duplicates in your database unless your salespeople are converting/merging these leads correctly. Furthermore, these new leads will have no campaign history, no interesting moments, no score. It's better to use an "Inbound sales rep campaign" in SFDC and attach the person to it using an "add to SFDC campaign" flow step. Campaigns can contain leads and contacts and can have workflows assigned to them.      
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Issue How to use a script token to calculate and populate the number of years since a given date.   Solution This can be achieved by using a velocity (email script) token:   #set( $defaultTimeZone = $date.getTimeZone().getTimeZone("America/New_York") )  #set( $defaultLocale = $date.getLocale() )  #set( $calNow = $date.getCalendar() )  #set( $ret = $calNow.setTimeZone($defaultTimeZone) )  #set( $calConst = $field.in($calNow) )  #set( $ISO8601 = "yyyy-MM-dd'T'HH:mm:ss" )  #set( $ISO8601DateOnly = "yyyy-MM-dd" )  #set( $calJoinDate = $convert.toCalendar(  $convert.parseDate(      $lead.JoinDate,       $ISO8601DateOnly,       $defaultLocale,       $defaultTimeZone     )  ) )  #set( $differenceInYears = $date.difference($calJoinDate,$calNow ).getYears() )  #set( $friendlyLabel = $display.plural($convert.toInteger($differenceInYears),"year") )  You joined us ${differenceInYears} ${friendlyLabel} ago!  Where $lead.JoinDate is the joining date. More at http://blog.teknkl.com/velocity-days-and-weeks/    
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Issue "Currency" type fields are rounding off their value. For example, if you enter the value as 8092384905, Marketo is automatically rounding it to 809239000.     Solution This is an expected behavior. TThe currency field type in MySQL is considered to be a Float field and MySQL will automatically round the values in our current database structure. As a work around for this, change the field type to "string" . Since standard fields type cannot be changed, we suggest that you create a new custom field of type "String" to use instead of the standard field..        
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Issue Description How to edit the schedule email in ToutApp.   Issue Resolution The way to change the time of a scheduled email: Go into your on the conversations page. Click the Edit button next to the scheduled email. From here you will be able to change the time of the delivery of the email.  Is this article helpful ? YesNo
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Issue Description Getting error "Salesforce 551 unauthorized bounce" in ToutApp   Issue Resolution - Head on over to your Salesforce instance and login.  - Once you're logged in, head over to "Setup" > "Email" > "My Email to Salesforce"      - In the "My Email to Salesforce" page, head over to the "My Acceptable Email Addresses" section and ensure the all the addresses you use are listed in here:     - Just below "My Acceptable Email Addresses" you can set your email logging settings to how you would like them to enter your SFDC.    - Save your settings.           Who This Solution Applies To ToutApp customers Is this article helpful ? YesNo
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Issue Description How is syndication ID set up while setting up a referral offer Issue Resolution For a referrer to be given credit they must have a Marketo Syndication ID assigned. This can be done manually (directly on the lead record) or via the social campaigns' Offer Details > Fulfillment Goal > should be set to Referred Sign-Ups. Once you set that up, the referrer will get issued a "syndication id" and be part of that social campaign's participant's list.
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Summary This article explains why certain Company fields show up on the Person/Lead Object when you do a describe API call to Marketo. Issue When making the Describe call on the Lead object in Marketo (/rest/v1/leads/describe.json),  several Company object fields are returned along with the Lead object fields.   Environment Marketo REST API Solution This is expected behavior. Users can utilize the Describe Leads call to retrieve a full list of the fields available for interaction via the REST API. Several areas within Marketo treat custom Company fields as though they were on the Person/Lead object. For example if you were doing a Bulk Import, you can target the Company and Person/Lead fields and you have the ability to update Company field values as if you were changing it manually on a Person record in the UI.   Root Cause This is expected behavior, due to how the Describe call retrieves all 
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Summary Customers may face errors referencing Segmentations when importing programs between instances. Issue Program import fails giving an error message like the example below: "Marketo encountered an error while importing Nurture Program: EXAMPLE - Acquisition NUR B2B [SMB] FY24 - TEST Why: The Segmentation_Type_1003 field exists in the following objects: Person What to do now: Create a field named Segmentation_Type_1003 in the Person object." Environment Marketing Activities Import Program Solution The simplest solution would be to temporarily remove the Segmentation references from the child assets (Smart Campaigns, Smart Lists, etc.) that currently exist in the importing Program within the source instance. Once the import succeeds, references to the Segmentations can be re-added to the source (as well as the destination, if needed) instance's Program's assets.  
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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 Changing From address on multiple email assets at once instead of one-by-one by hand. Solution You can use program/folder tokens as the from address, and then change the token. Once the token changes it will update the assets using the token. For any pre-existing emails, updates in bulk could be made through a API call to the Marketo API endpoint - http://developers.marketo.com/rest-api/assets/emails/#create_and_update.
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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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Article Text Included in this article: Navigate to the Clickstream module How is Visit Duration Caluclated 00:00 Visit Duration Single page viewed Session timed out   Navigate to the Clickstream module        Go to the Visitors page        Click on a visitor to find the Clickstream module in the bottom right     How is Visit Duration Caluclated When a visitor visits a website being tracked by an RTP campaign, it records clicks in the Clickstream module in the RTP platform. Clicking on a visitor allows you to view their viewing information in the Customer Journey section, including: Links clicked Time stamp of each link click Total visit duration     Visit duration is calculated by subtracting the first time stamp from the last time stamp. In other words: visit duration = last time stamp - first time stamp. See the image above for an example of this calculation.   00:00 Visit Duration Single page viewed Both RTP and Google Analytics rely on clicks to determine visit duration. This means that if a visitor only views a single page, neither RTP or GA can track when the visitor leaves the page, since there is only the initial time stamp without a time stamp to mark the exit from the page. The visit duration for viewers that didn't view more than one page during the session is recorded at 00:00 since it cannot be calculated.   Session timed out Another way that a visit duration can be recorded as 00:00 is if a visitor's session times out. By default, a session will end after 15 minutes of inactivity. For example, if a visitor stays on a page without making any clicks for 25 minutes (perhaps they are reading an article or watching a long video), that session will time out and be recorded with a duration of 00:00. If the visitor finally makes a click after the 25 minutes of inactivity, a new session will begin. In Google Analytics, the session timeout can be customized to be longer or shorter than the default 15 minutes.
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Article Text Included in this Article: Overview Checking for Segment Matches Reasons for not Matching Typos Non-exact Matches   Overview   Using segments, you can target specific organizations by using the Named Accounts attribute in the segment editor. With this attribute, you can select all organizations in a Named Account List or by manually selecting organizations.     However sometimes we see one of those organizations visiting the website but it doesn't match the segment, even though it is included in the segment list.     Checking for Segment Matches   If a list was created manually, it's possible the organization wasn't included in the segment list in the first place. To check:        Go to the Organizations tab          Use the search bar to search the name of the organization in question   If the organization was entered in the list correctly, it will be found through the search. If it does not appear in the search results, there are two issues that are likely to have arisen.     Reasons for not Matching   Typos Luckily, typos are easy to fix. Simply edit the organization's name to match the spelling you wanted it to take on.   Non-exact Matches Even if an organization is spelled correctly, it will still not match the organization listed in the segment if the names aren't exactly the same. It is very common for companies to have different names for their organization.       To fix these non-exact matches, you'll have to be clever about how you name your organizations. In RTP, an important character to know is the wildcard character, represented by an asterisk (*). A wildcard character will match with any character or sequence of characters   For example, the string "Salesforce*" will match all three of the above spellings ("Salesforce.com", "Salesforce.com Inc.", and "Salesforce Ltd") because they all begin with "Salesforce". For more examples on how to use wildcard characters, follow this document: RTP Glossary - Marketo Docs   However, you must be careful using wildcards characters, because you could potentially match organizations that you didn't intend to match. For instance, the string "Salesforce*" will not only match the three examples above, but also a company named "Salesforce Finance", a completely different company.
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