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Issue Best practices for trigger campaigns. Environment This applies to all Marketo users who are utilizing trigger campaigns in their marketing activities. Solution Marketo's trigger campaigns are designed to monitor every relevant activity, even if it doesn't immediately meet certain constraints or filters. For example, if there are 10 active Clicked Email Campaigns and 100 leads engage with an email, each lead will be evaluated 10 times to check if they qualify for a trigger. In this example that would lead to 1000 evaluations total. This happens even if they don't meet the criteria due to certain filters or constraints. To make your trigger evaluation process quicker and more efficient, follow these best practices: 1. Deactivate any trigger campaigns that are no longer needed. This reduces the number of active monitors that could potentially activate trigger event evaluations.    Note: Marketo automatically deactivates smart campaigns that have been dormant (no lead triggers them) for 6 months or more on a quarterly basis. However, you can manually deactivate campaigns whenever necessary. 2. Convert Trigger campaigns to Batch campaigns if immediate responses are not required. This is particularly useful for activities or campaigns that can run overnight. Batch campaigns operate on a separate component of Marketo's processors, meaning they won't impact the speed of Trigger qualifier processes.  
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Issue Description Can multiple Marketo forms be used on the same page? Issue Resolution Due to the way Marketo forms are embedded on pages, you cannot have two Marketo forms on a single page (landing page or external). Having multiple forms on a single page can prevent the forms from submitting properly.
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Issue Will custom settings, such as Launchpoint integrations, API configurations and SFDC sync settings, remain in place when doing an instance copy, or will they be overwritten?     Environment Non-Microsoft Dynamics integrated Instance Solution All permanent configuration settings which can be done to a Marketo instance are reset to the default values or settings in the destination instance. Everything is copied except for the below list: Lead Database and activity history are not copied CRM configuration is reset on the destination instance. Users are not copied. CRM Field Mappings are removed in the destination instance except for standard mappings, and must be set during the Field Mapping Stage of CRM sync initialization. RCA information is not copied. Program subscriptions are not copied. Campaign History is not Copied. CNAMES for Email links and LPs are not copied. All Account-string based properties are modified accordingly. Munchkin ID of the destination instance is preserved. Sales Insight Admin Configuration is Reset. Outlook licenses are not copied. All pre-existing data on the destination instance will be destroyed. Asset IDs for emails, landing pages, and programs will match Launchpoint and API integrations are not copied   If data may exist on the destination instance prior to the copy process, this may require that you work with your Success Manager to obtain a replacement instance for the copy to be completed. NOTE* This process is not applicable to customers utilizing the native Microsoft Dynamics integration.
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Issue When I go to the Support area of Nation, I do not have full access to all the areas and tools.   Solution Our system is specific about how you need to access the Support Portal before we can authorize you to use it. The proper steps to take for us to authorize, and for you to submit cases, are as follows:   Log into your instance Click the Community tile (step 1 image) Click Support in the top banner (step 2 image) Click Submit a Case option (step 3 image) Choose from top options depending on what you need to do (step 4 image) Create a case, Manage authorized contacts, edit your Info   Simply going straight to the nation.marketo.com will not have the desired result. You must access the Support Portal from your instance by using these steps so that our system recognizes you properly. If this is your first time following these steps, your view of Step 3 will be different- not to worry, as that will be updated for you manually. Step 1 Step 2   Step 3 Step 4   If you experience issues, please email marketocares@marketo.com
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Issue Email get delivered initially but after a while, the email bounces stating 550 error. Solution This is a behavior of a particular type of Bounce called an Out of Band bounce ( OOB). The Send, Delivered and then Bounced sequence tells us that the email was initially accepted, but then due to a variety of reasons (or categories) it was rejected. This type of bounce is not uncommon, but are relatively rare. If you look at the lead record , you'll see that there will be an "Email Delivered" activity right before this bounce message which is what makes it "Out Of Band" . There isn't really any way Marketo can control it--it's entirely up to the recipient mail server. Many times this happens when a recipient mail server takes in emails in through a main server, then dumps them over to a secondary server. The first one that takes in the email gives back the "Email Delivered" message. Then the secondary server evaluates each email based on the spam filters and against known email addresses in their system. If the secondary server gets invalid email addresses or filtered out as spam, they'll then be bounced, causing the bounced message after the delivered message. 
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Overview It can be difficult sometimes to know how many trigger campaigns you have running or where they’re located. Marketo can show you where they all are inside of the Campaign Inspector. This article will show you where to find Campaign Inspector and what to look for when you’re going through it. Turning on Campaign Inspector Campaign Inspector isn’t enabled in all Marketo instances by default, but it can be switched on pretty quickly. To turn on Campaign Inspector: 1. Log in to your Marketo instance. 2. Click on the Admin link at the top of the window. 3. Click on Treasure Chest. 4. On the Campaign Inspector section, click EDIT. 5. In the dialog window that appears, check the Enabled box and click the Save button. If you have trouble turning on Campaign Inspector, please Contact Marketo Support Finding Campaign Inspector The Campaign Inspector is a tab located inside of Marketing Activities. Once it’s enabled, you will find it right next to the Marketing Activities tab. What does Campaign Inspector show? The Campaign Inspector will show you the active trigger campaigns or recurring batch campaigns that you have in your Marketo instance. As you can see, the details can be sorted by Campaign Type, Campaign Name, Triggers Used, Activity Filters, Flow Actions used, and the date it was last modified. Searching for specific campaigns At the bottom of the window, there is a search field where you can search for specific campaigns. For example, in the screenshot above, you’ll see an operational campaign with triggers listening for emails that have bounced. If you search for the word “bounce” in the quick find, these campaigns will pop right up! Makes it really handy when you have large numbers of campaigns running! Exporting the results One of the great benefits of Campaign Inspector is that it has the ability to export results! Just click the export button at the bottom on the toolbar and you’ll get the spreadsheet downloaded.
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Issue You need to obtain data in the fields on a Marketo Custom Object.     Solution Marketo does not have Marketo Custom Object data export option in the UI. Smart Lists will show a list of leads with that specific attribute, and you can see custom object data on an individual Marketo record. However, using API, you or your dev team can query the Marketo database to access all values on these objects. Find out more at Custom Objects.    
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Issue Depending on the marketing strategy, Google AdWords can be a significant portion of the marketing mix.  With any significant expense, your marketing team will be asked to display a return on investment.  Additionally, to help manage the spend, marketers want to compare keyword and ad display with success metrics and revenue results.     Solution Keyword Capture Program - Setup Process The Marketo - Google AdWords integration provides deep insights into revenue generated by keyword and can help marketing teams get a much more granular view of revenue results than they would otherwise have without Marketo. Google AdWords spend can be tracked as its own Program Channel and leveraged within the Program Analyzer to make detailed assessments of performance. It provides very granular insight into performance through multiple dimensions and unique reports. Initial setup of Keyword tracking programs is straight-forward and simple to duplicate for each new Keyword. In addition, Marketo automatically connects to Google AdWords to report Customer-specific funnel conversion information by keyword and display ad.   Template Program Setup: Add a field named PPC Source to the Lead Database – set field to write only if empty. Setup a Default AdWords Program in Marketo that contains a Keyword Token – this program will be cloned for future AdWords so that the steps below do not have to be repeated. Create a Program Token for Keyword. Configure the Smart List to Look for PPC Source containing the Keyword Token. Set the default flow to Update the Program Stages based on Activity Clicked AdWord (Default) Visited Site Filled Out Form Has Opportunity Set up a Smart Campaign within the Program to look for Closed/Won Opportunities and Activate the Campaign       Cloning Process: Once the Default AdWords Program is setup it will only take a few minutes to add new PPC AdWords to Marketo. Clone the default AdWords Program. Update the Token to include the new PPC Keyword. Activate the Closed/Won Opportunity Smart Campaign. Capture Monthly Spend by Keyword Program within Marketo. Example Reports Once setup, reporting on Keywords within Marketo is now simple, easy, and more robust than other platforms.  Here are five reports that will help you manage AdWords:   A. Basic Keyword – Program Results Report     B. Basic Keyword - Opportunity Results Report   Fields include:   Total Leads Count w/ No Opportunity Days No Opportunity Has Opportunity Has Opportunity % Days Until Opportunity Total Opportunity Amount Avg. Opportunity Amount Total Opportunity Won % Won Total Won Amount Days to Close Days in Sales Stage         C. Program Analyzer   Program Cost Cost per New Name Cost per Success First-touch Revenue Expected Multi-touch Revenue Expected Members New Names First-touch Pipeline Created Multi-touch Pipeline Created Success (New Names) Success (Total) % New Names     D. RCE - Advanced Reporting on Keywords     E. Funnel Conversion Data in Google AdWords - By Keyword & Display Ad   The information displayed below is passed directly from Marketo into Google AdWords baed on the pre-configured Marketo-to-AdWords connector.  Marketo does not currently pass along any information through the connector beyond what is shown in the screen below (Funnel Conversion Information).    
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These directions show you how to create a profile with access to Sales Insight while removing access for your other profiles.  These instructions assume you've already installed the Sales Insight AppExchange package.   Create a new profile If you have a dedicated profile for your Sales Insight users, you can skip this step.Otherwise, you should create a new one now.  Go to the Setup page and pick Administration Setup -> Manage Users -> Profiles in the menu.  Then click the New button at the top of the page: This is a article attached image   Next, pick a profile to clone and give the new profile a name.  Click Save when you're done: This is a article attached image Edit profile permissions Go back to your Profiles list.  For each profile, you'll need to edit it by clicking its Edit link: This is a article attached image On the edit page, you'll need to change a few settings.  For profiles allowed access Sales Insight: In Custom App Settings check Marketo to make the Marketo app visible In Tab Settings, change the Marketo tabs to Default On In Custom Object Permissions, check Read, Create, Edit, and Delete on Marketo Sales Insight Config if the user should have access to the config settings For those that should not have access to Sales Insight: In Custom App Settings uncheck Marketo to hide the Marketo app In Tab Settings, change the Marketo tabs to Tab Hidden In Custom Object Permissions, uncheck Read, Create, Edit, and Delete on Marketo Sales Insight Config   Click Save when you're done with each one.   Changing views Next, you'll need to create a new view for your Sales Insight profile. These instructions describe how to set up the Lead page; repeat the steps to set up your Contact, Opportunity, and Account page layouts. Go to the Setup page, then pick App Setup -> Customize -> Leads -> Page Layouts and click the New button. This is a article attached image   Clone your layout of choice and give the layout an appropriate name like Sales Insight Layout.  Click Save when you're done.   This is a article attached image Follow the instructions in the Installation guide for configuring the lead detail page.Installing the Marketo Sales Insight AppExchange packageGo back to the Page Layouts section and click the Page Layout Assignment button.   This is a article attached image   Click Edit Assignment This is a article attached image   Select your Sales Insight profile, then select your sales insight layout from the Page Layout to Use pulldown.Click Save when you're done.   This is a article attached image Repeat these steps for your Contacts, Opportunities, and Accounts page layouts.   Other Changes   Here are some other places where Sales Insight items could appear.  You'll have to remove them outright since you can't use Profiles to limit access to them: Remove Sales Insight buttons from Search Layouts for Contacts, Leads, and Accounts Remove Sales Insight columns from Contact and Lead lists
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Issue You receive a DMARC report from an ISP saying that your email failed to pass the SPF alignment check, but when you check your SPF listing in Admin > Email > SPF/DKIM, SPF is verified. Solution The SPF record in Admin > Email > SPF/DKIM  is tied to your FROM domain.  DMARC alignment (using SPF) aligns the domain in the FROM address with the domain in the “return-path” address.  This “return-path” address, usually using a '*.mktomail.com' domain, is generally unseen by recipients and directs email bounces and errors back to Marketo for processing.    Failed DMARC alignment, between these two domains, is what is triggering the failure your DMARC reporting.   DMARC compliance requires EITHER DKIM or SPF compliance, not both in most cases.  This article reviews the two methods available for DMARC alignment - https://nation.marketo.com/docs/DOC-1202-technical-tip-set-up-dmarc-verified-domains-in-a-few-easy-steps Having DKIM DMARC alignment may be enough and you may not need to rely on full SPF DMARC alignment.   In order to set up SPF DMARC alignment, Branded Return-Path will allow you to align the “return-path” domain with your sending FROM address domain.  If you have a dedicated IP on the current pricing plan or are on the Trusted IP range, Marketo can brand your return path at no additional charge.  If you have a legacy Silver Dedicated IP package, or are on the Shared IP range, you can purchase the Branded Return Path as an add-on.   More technical info can be found here: What is DMARC? - https://nation.marketo.com/docs/DOC-1097 https://nation.marketo.com/docs/DOC-5910-branded-envelopefrom-on-shared-or-trusted-ips https://nation.marketo.com/docs/DOC-5951-branded-envelopefrom-on-dedicated-ips
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Issue You want to have one email address in the From field ( abc@test.com) a different email address in the Reply-To (all@test.com)? Solution Yes, you can use different email addresses in the From and Reply-To.  If the Reply-To is an email alias that sends to a group, you should confirm that email is working and able to receive email.  Please note: Automatic replies, such as out-of-office notifications will be sent to the From address, not the Reply-To.  Reply-To is only used when the person who received the email clicks the Reply button in their email client. Note :- The SMTP envelope sender typically appears as <uniqueidentifier>@*.mktomail.com. You will only receive responses of this nature if you have configured a branded sender for your subscription. While this serves as the correct destination for auto-responses, regrettably, it is frequently overlooked.    
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Included in this article Overview Use Sync User Login Check Field Level Security Overview If you've ever had trouble getting a field or field value to sync between Salesforce and Marketo, the most common problem is that the Salesforce sync user doesn't have permissions to access that field.   Since different users have different permissions to access fields based on their roles, not every field or record is visible to every user. However, there can be cases when a user needs access to fields which are not accessible. For example, if a program needs to be tested but the field is not accessible, or the user may have been simply missed from the permissions. In such cases, you can check whether the sync user can see that field.     Use Sync User Login To find if your sync user has permissions to access the field, check the Salesforce integration ID. Navigate to Admin > Salesforce and check the Credentials. This will give you the login ID. Your Salesforce Admin should have the password for that login ID.       Next, log into your CRM using those SFDC sync user credentials.       Navigate to the lead/contact record.       Check to see if the field shows on the lead record. If the field is not visible, that means that your sync user does not have permissions enable to access that field.       Check Field Level Security If the field isn't visible, we need to check the Field Level Security for the fields. This is where the fields will be listed with checkboxes indicating whether the field is to be accessible or not.   1. Go to Setup.       2. Navigate to your Profile.       3. Go to the section “Field Permissions.”     Here you’ll be able to see the fields and their corresponding permissions. Restricted permissions could be a reason why the SFDC sync user cannot see a field or record. Therefore, you may need to make changes here to allow permissions to view it.
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Issue A Smart List created to track Opened Email activity does not match the Opened count on an Email Performance report   Solution Smart Lists specifically track "Open Email" activities in the activity log. "Open Email" is logged when a single-pixel tracking image is downloaded into the email, but some email clients do not download images by default, so it is technically possible for an email to record a clicked link activity without logging an open.  Email Performance Reports have a backfill logic to compensate for this. Rule #1:  Each email activity record is set to one, and only one, of the following: Delivered, Hard Bounced, Soft Bounced, or Pending. Rule #2:  If the email record shows Opened, then it is counted as Delivered. Rule #3:  If the email record shows Clicked Email or Unsubscribed, then it is Opened and therefore counted as Delivered. Rule #4:  If the email is Opened, then bounces are ignored. If the email has not been opened, Hard Bounced "wins" if the email record also shows Soft Bounced or Delivered. NOTE:  As a result of this logic , a metric could potentially count an event (e.g. Delivered) that doesn’t have a corresponding activity log item. This can cause discrepancies in the results when compared to smart lists using email filters.    
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By default, required fields on Marketo forms show a red asterisk to indicate that they're required. Here's how you can remove or change it.   Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Removing the asterisk The following CSS will remove the asterisk from your code. You can add this to one landing page by dragging in a Custom HTML element and pasting this in, or you can add it to your landing page template so it affects all your forms. <style type="text/css">   form.lpeRegForm li.mktFormReq label {     background: none !important;   } </style >   Changing the asterisk To change the required symbol, you need an image that you'd like to display instead of the asterisk. It needs to be 16x16px, and ideally you should make the background transparent. Create that image, then upload it to Marketo. Get the URL for that image, then add this CSS to your landing pages: <style type="text/css">   form.lpeRegForm li.mktFormReq label {     background:url('[image URL goes here]') no-repeat scroll right 0 transparent;   } </style>
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In your email link performance reports, you may see a "malformed link."     This occurs when invalid or empty URLs are present in an email asset.   These links are transformed into a branded tracking link and if clicked will appear on this report.    In the email editor, check for empty links or tokens that do not populate a full link. 
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Issue You want to edit a campaign flow after initiating the run, but there are already members running through the flow in the wait steps. Solution Generally speaking, it is best to not edit the flow of a campaign after activating/initiating. Example: Let's say that a particular campaign has 3 flow steps: Change program status Wait 2 days Send email And you would like to add a new step in between 1&2, so the new flow would be Change program status Change score Wait 2 days Send email If you add a new Flow step above a wait step, the wait step shifts down. However, currently there are leads waiting the designated 2 days (Flow step #2). (It's helpful to think about wait steps like buckets. Once a lead enters the flow step, the wait duration is calculated, and the lead waits there in that flow step bucket for that amount of time.)   If the campaign was initiated, and a lead entered Flow step #2 and began waiting 2 days, and then you add an additional step above, the Wait 2 days becomes Flow step #3. Now when the leads are done waiting 2 days in Flow Step #2 bucket, then they exit and progress to #3. Even though the actual wait step shifts from #2 to #3, the lead records are still in Step #2 bucket, and they do not shift from #2 to #3, meaning they are now waiting an additional 2 days.   Solution: The solution here is to create a new campaign with the desired flow steps for the same membership (same Smart List), and then run a "Remove from Flow" single action by clicking the following in the old campaign (the one you wanted to edit):   View Campaign Members > Select All > Person Actions > Special > Remove from Flow. In the Run Action dialog box, click on "is" and change to "this campaign". Click "Run Now". After removing these members, they will not progress further into the old campaign flow, and now the new campaign is ready to be activated/initiated.    
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Issue Your SFDC Campaign is synced to a Marketo Program but leads that are added to the SFDC Campaign are not showing up as members of the Marketo Program. Solution Take the following steps to troubleshoot this issue: Log into Salesforce using the Marketo Sync credentials. Confirm that the SFDC Campaign is visible to the Marketo Sync user. If it is not visible, this will cause the sync to fail. Confirm the members of the SFDC Campaign are visible to the Marketo Sync user. Marketo cannot sync leads it cannot see. Compare the member statuses of the SFDC Campaign to the statuses of the Marketo Program. The sync will only work for statuses that match exactly. For example, if the statuses for your SFDC Campaign are Invited Registered Attended but the statuses for your Marketo Program are Invited Attended then none of the leads in SFDC with a campaign status of "Registered" will be added to the membership of the Marketo Program. To resolve this, make sure that all statuses match between the campaign and the program. You may need to force an update on the leads to re-queue the sync.    
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Issue A Smart Campaign with a Data Value Change trigger for a specific field does not pull in newly created leads, even though the leads have the specified value in the field.       Solution Marketo does not log Data Value Change activities for fields that are populated in the creation of a lead. If the value changes after the lead is created, we log the Data Value Change which would then trigger the appropriate campaign. If you want to include newly created leads along with existing leads in your campaign: Add a "Lead is Created/Person is Created" trigger to the campaign along with the Data Value Change trigger Add a filter for the specific field and the desired value. This will allow the campaign to fire for both new and existing leads.  
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Issue You may experience this error when we create campaigns in SFDC using Marketo Campaign sync through a program.     Solution The error that we are receiving indicates that the User Profile that Marketo uses to log into Salesforce doesn't have permissions inside of SFDC to create campaigns. To test this, log into Salesforce using the Marketo sync credentials and try to create an SFDC campaign.  If you are unable to do so, then Marketo cannot create campaigns via the sync.  You would need to work with your SFDC Admin to grant the Marketo sync user permission to create campaigns in SFDC. If still there is an error, please contact the Salesforce support team, since this error is coming from Salesforce.  
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Issue A Program or Smart Campaign was deleted and you would like to have it restored. Solution Marketo Support cannot restore deleted programs or campaigns. Marketo Support can only restore deleted leads, emails, and landing pages within a certain amount of time after deletion.  Landing pages and emails that are assets of a deleted program cannot be restored. Marketo Support can provide the smart campaign configuration, including details such as filters in the smart list and flow steps. It's essential, however, that the deleted campaign is relatively recent, ideally within the last 2 weeks.
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