KCS_Integration

Issue DescriptionHow to create a Smart List that only shows leads created in Marketo.Issue Resolution Create a Smart List using the filter "Original Source Type - is not - Salesforce.com"Who This Solution Applies To Customer's integrated with Salesforce

Issue DescriptionYou want to create a field that will grab the web page the form was filled out on and add this as a token in an alert that goes to sales when a form is filled out.Issue Resolution This can be achieved either through a Smart Campaign or the JS API code. The code is more efficient bec...

Issue DescriptionWhen a lead fills out the form in Marketo, Marketo sync fails with an error "Duplicates_Detected." Issue Resolution This error, "Failed: DUPLICATES_DETECTED: Use one of these records?" is a message Salesforce is sending back to Marketo, rejecting the attempt to sync the record. Thi...

Issue DescriptionHow to use a script token to calculate and populate the number of years since a given dateIssue Resolution This can be achieved by using a velocity (email script) token:#set( $defaultTimeZone = $date.getTimeZone().getTimeZone("America/New_York") ) #set( $defaultLocale = $date.getLo...

Issue DescriptionHow to identify in which campaign the "Delete Person" flow step is used Issue Resolution You can identify it by going to "Campaign Inspector" in Marketing Activities. From there you can filter down by type of Smart Campaign and search "Delete Person" and the resulting list will be...

Issue DescriptionMS Dynamics Sync shows that it is stuck at a certain percentage after a long period of time. Issue Resolution This is usually caused by enabling several Custom Entities at a time. To resolve this issue, you will need to sync the custom entities one by one so that the sync is not bot...

Issue DescriptionCan you remove a CRM from Marketo?Issue Resolution You cannot remove a CRM integration from an instance. Once the CRM of your choice is clicked (Dynamics or Salesforce) the instance is set to use that CRM for the remainder of its life.Once the login and mappings have been setup for ...

Issue DescriptionHow to set up Wistia in Marketo.Issue ResolutionPlease follow the below link for Wistia marketo integrationhttps://wistia.com/product/marketo#setting_up_marketing_automation_based_on_video_viewing_dataIf you need further support on integrating this product, please reach out to Wisti...

Issue DescriptionWhen I navigate to Admin>munchkin, I see option to select workspace. Why is that?Issue Resolution People generally use workspsce either because of their companies geographical location or Business Unit. In each case, the separation is because the marketing assets are completely diff...

Issue DescriptionCan 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 proper...