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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 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 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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Article Text Included in this Article:   Overview The Problem The Solution Rich Media Content Recommendation Engine Info     Overview The Content Recommendation Engine (CRE) is a powerful tool that will allow you to promote online content to your visitors based on their behaviors and the performance of the content itself. When the RTP tag is used on multiple domains, it will pull in all available content regardless of which domain it's on. For some marketers, this can be a problem.     The Problem With the standard Content Recommendation Engine, this is an expected behavior. You can't limit the the recommendations from one domain to stop showing up on other domains. The content being recommended will show across all domains where the RTP tag is in use.     The Solution There are two types of Content Recommendation Engine. The Rich Media Content Recommendation Engine will let you get around this problem.   The standard Content Recommendation Engine gives the bar along the bottom of the web page with the content recommendations in it. This recommendation engine is expected to have content extending across all domains where your RTP tag is in use.   The Rich Media Content Recommendation Engine will allow you to target which content you want to have in which places by categorizing the content and specifying which categories each web page should pull from.     Rich Media Content Recommendation Engine Info For directions on how to utilize the Rich Media Content Recommendation Engine, please see: Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs
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Issue You need to know if Salesforce Group Edition is compatible with Marketo. Solution Having a look at the comparison between the Group Edition and Professional Edition: https://developer.salesforce.com/docs/atlas.en-us.packagingGuide.meta/packagingGuide/dev_package_features_pe_ge.htm We can see that a lot of features from the Professional Edition have been stripped in the Group Edition, mainly the removal of Workflows, Campaigns and Custom profiles. These will most likely hinder how the Marketo CRM Connector operates. The minimum would to be to have the Professional edition when syncing a native Salesforce CRM as per our Documentation on Sync Setup. https://docs.marketo.com/display/public/DOCS/Setup      
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Summary The customer wants to know if a nurture email was not sent to a recipient due to communication limit, then will it be sent in the next cast, or that email will not be sent again? Issue Individual(s) were supposed to get an email from a Nurture (Engagement) Program cast but failed to receive the email due to hitting the communication limits set in the instance. Do you need to manually send the email to the individual(s) via a separate Smart Campaign or will it be sent, automatically, on the subsequent cast for the Nurture Program? Environment Marketing Activities Nurture Programs Engagement Programs Admin Communication Limits   Solution You don't need to act on these scenarios as the individual(s) impacted by the Communication Limits will be sent the applicable email in the next cast for the Nurture Program. The only reason that the individual wouldn't be sent the email in the subsequent cast for the Nurture Program would be if the person would hit their Comm Limit again. Should that happen, you might want to review your Communication Limits settings or review the individual(s) impacted and see why they keep hitting the Comm Limits. Reference: How Do Communication Limits Work? - Marketing Nation (marketo.com) Root Cause Communication Limits being hit during Nurture Program cast execution
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Summary When renaming a field in a CRM Custom/Entity it does not reflect the change in the constraint of filters/triggers/ Issue I renamed a field in my CRM Custom Entity/Object (MSD/SFDC) and I refreshed the schema. I can see the field name change reflected in the CRM Custom Entity/Object, but when I look for the field in constraint for filter/trigger I only see the old name. Environment Smart List Solution The workaround is that the customer can create a new field on the SFDC side and copy all the values from the old field to the new one. Then, this field can be used in smartlist filters. Old field can be disabled after that. Root Cause We are not propagating field name changes from SDFC to Marketo.
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Issue You created a Smart List, but did not define the filters (example: "Member of Smart List" with no Smart List named) and are wondering if this will cause no leads to show up in the results.     Solution If you create a Smart List and you do not define any filters, this will cause all leads in your database or leads visible in the partition and workspace to appear in your results. This can create problem if you have nested Smart Lists. For example, if you have a Smart List with the filter "Member of Smart List = Lead not in" with Smart List A selected, and Smart List A has no filter, this logic will cause you exclude all leads in your database.    
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Issue You sign up for ToutApp and receive a notice that your account is under review or your account is not verified. Solution If you sign up for ToutApp using a generic email address such as Gmail, Yahoo, Hotmail, Outlook or other email providers your account may require verification by Marketo Support. Please contact Marketo Support with the following information. Company Name: Business Address: URL(s) of your primary Web site(s): What is your average weekly and/or monthly email volume? Do you purchase, or have you ever purchased lists of leads? If yes, which providers have you used and when was your last purchase?    
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Issue How to disable Niko from ToutApp extension. Solution 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.  
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Issue How is syndication ID set up while setting up a referral offer? Solution 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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Article Text Included in this article   Overview Editing Labels Deleting Labels Overview RTP will allow you to add labels to your Segments and Campaigns. Here are the directions on how to do so: Label Your Segment - Marketo Docs - Product Docs Label Your Campaigns - Marketo Docs - Product Docs Sometimes Labels need to be changed or removed.     Editing Labels Currently it is not possible to edit labels   Deleting Labels You can delete labels using following process: 1. Filter the the page by the label you want to remove. 2. For each segment or campaign displayed, click the select box and then click Set Label 3. In the Set Label list, uncheck the label you want to delete.  When the label is removed from all segments/campaigns, it will be removed automatically  
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Article Text Included in this article   Overview Troubleshooting Steps Verify Global Settings Check for CRE Excluded URLs Verify Content Being Recommended Make Sure the Page Has the RTP Tag Running Clear Your Browser's Cache and Cookies Overview The Content Recommendation Engine allows content assets to be promoted to visitors on your website. But what happens if it stops working? This doc will show you the common things to check and troubleshooting steps to try to get it working again.     Troubleshooting Steps   Verify Global Settings The CRE can be switched on or off for your entire RTP instance whenever you want. It's possible that another user may have switched it off and not turned it back on again (it happens more often than you'd think). To enable or disable the CRE globally, go to the Account Settings page and look for the Recommendation toggle switch. Full directions can be found here.     Check for CRE Excluded URLs You have the ability to prevent the CRE from being added onto specific pages. If you have URLs excluded from allowing the CRE to be displayed, that would cause the CRE to no longer display on those pages. Many times the exclusion can be set and then forgotten, or set by a different user on accident. Directions on how to set up the exclusions can be found here Web Personalization (RTP) - How To Exclude or Include the CRE on Specific Pages     Verify Content Being Recommended Content assets can be switched on or off to designate whether that content should be included in the CRE recommendations or not. Each piece of content can be enabled or disabled individually, but if you don't have any enabled at all, there's nothing for the CRE bar to recommend, so it won't even show up on the page.     To check whether content is enabled, from the menu, select Recommendations     In the Content Recommendations page, look for the Recommendations column. This will list out all pieces of content you have in RTP and display whether they are enabled or disabled. The Red box means it is turned Off and is disabled. The Green circle means it is turned On and is enabled.     Make Sure the Page Has the RTP Tag Running The CRE is a feature of RTP, so if the RTP script tag isn't running on the page, there's no way for the CRE to work. The RTP tag can be implemented in many different ways besides by having it directly in the page's HTML, like having it in a tag manager. These other implementation methods can cause problems so be sure to follow the directions in the documentation here when setting it up: RTP Tag Implementation - Marketo Docs - Product Docs   If you know for sure that the RTP tag is on the page, here's documentation on how to troubleshoot what could be keeping it from loading properly: Troubleshooting Web Personalization (RTP) - RTP Tag   Clear Your Browser's Cache and Cookies Web browsers store cached data from websites, which can frequently cause old versions of webpages to continue showing even if a different newer version of the page should be loading instead. Try clearing both cache and cookies in your browser and then testing the page again. You can also test using a different browser.  
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If the user makes changes to the my tokens, snippets, etc during the processing of the an email that is using head start, will those changes be reflected—No If someone unsubscribes during the processing of the an email that is using head start, will they receive the email—Yes Can you cancel a head start program once the processing of the an email that is using head start has begun—Yes What happens to the processing data when someone cancels a program during the processing of the an email that is using head start—It is deleted (I.e. Program membership, etc.)  
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Issue How to edit the schedule email in ToutApp. Solution 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.       
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Summary Email previews by list can only view the first 25 people. Issue When previewing an email and viewing people by 'List', you are only able to generate a preview for the first 25 people on that list. Environment This occurs in email previews. Root Cause This is the expected behaviour for email previews. The intention of email previews is to allow for a quick confirmation that the email is compiling as expected, rather than to confirm it is correct for every recipient.
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