Product Communities

To ensure all your activities show up under the Activity History (as opposed to Open Activities) make sure you have a "Completed" values in the Task Status list and that it's a "Closed" state. Here is how to check it:  In SFDC, go to Setup > App Setup > Customize > Activities > Task Field.  Click on Status In the Task Status Picklist Values list, check if you have a "Completed" value.  If you do have it, skip to step 5. You need to create the "Completed" value.  Click on the New button Type in Completed and click on Save Click the Edit link next to the Completed value Check the box next to Closed and click on Save. Once the steps above are completed, you should now Completed in the list with "Closed" checked like this:    

Say you want to keep specific Salesforce fields or records from syncing into Marketo. You can use Salesforce Profiles to restrict access to that data.     In short, Marketo will only sync fields and records that are visible to the sync account in Salesforce. If you don't want records or fields brought into Marketo, use the record- and field-level permissions to prevent the sync account from seeing them. A few notes before you begin... Depending on your version of Salesforce, you may not be able to change these settings. For example, field-level security is available only in Enterprise and Unlimited editions.This will require you to make changes in Salesforce on the account you use to sync with Marketo. If this account is also used by anyone else, these changes will impact that person's view in Salesforce too.You need administrator access in Salesforce to make these changes.If you hide a field in Salesforce that has already been synced to Marketo, it will still display i

Note: Once you have migrated to Admin Console, you can manage your support cases through the feature provided in the Admin Console Platform. To learn more, visit: https://experienceleague.adobe.com/docs/customer-one/using/home.html.Once you have submitted a case to Marketo support, we provide a simple way of staying connected to your case and the cases submitted from your company through the Marketo Support Portal. You can access the support portal through your Marketo instance by selecting Community in the top right corner: This is a article attached image You can also access the support portal directly at support.marketo.com and login with your Marketo credentials (login and password). This will not work for users with SSO.   Once you are in the support portal you can Create a Case for Marketo Support or you can also review any cases that are open and being worked on by support or review your case history. Navigate to My Case management:This is a article attached image F

  When a customer triggers a blocklisting on Marketo's shared IP range that customer is moved to a set of IPs we call the quarantined IP range.  We do this to protect the health of our shared network and ensure the best deliverability possible for all of our customers on that network.   If you have received a Blocklist Notification from Marketo reporting that you have triggered a blocklisting your Marketo account is now in the quarantined IP range.   While you are in the quarantined range it is possible that you may experience a slight decrease in your deliverability rates. The reason for this is that you are now sending from a range made up of senders that have also caused other blocklist issues. All customers have received a notice of the listing and are in the process of repairing their database.   There are two ways to be removed from the quarantined IP range: Follow the steps outlined in our Blocklist Remediation article.  Be sure to fill out th

Unfortunately, we can only provide you with whatever information the blacklist provided to us. This information should all be included in the notification email you received from us. If that notification did not contain any information about the email campaign that triggered the blacklist issue, please contact Support.   Additional Resources: Can you give me the spam trap address that triggered the listing? What is a spamtrap, or spam trap, and why does it matter? What is a blacklist? How does Marketo respond to blacklisting and spam notifications? Top blacklists - What you need to know Blacklist Remediation Successful Reconfirmation

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. 

When using Marketo it is not a requirement to set up DNS text records for SPF and DKIM.  However, Marketo recommends setting up SPF and DKIM because it improves the deliverability of your mailings.  Configuring and implementing one or both of these records is a way to verify that the server sending your mail is authorized to do so.   If a recipient domain is configured to check for SPF and/or DKIM and those DNS records are available and your mail passes the SPF/DKIM check, it further reinforces its good reputation.  Not implementing SPF/DKIM records does not add to or subtract from its reputation, it’s just not there.   Please note, not all domains check for SPF/DKIM and if this is the case, again, the presence of these records does not add or subtract from your mail’s deliverability. There is no negative effect to setting up these records, and it can improve your deliverability.  It is for these reasons that Marketo recommends setting up these DNS r

By default exported reports are limited to 100 rows but it can be changed by navigating to 'User Settings' > “Number of Rows in Excel Export”   The maximum number allowed is 10,000 rows    

All the Recommendation Bar customization options are available within the RTP account settings page:   Colors: Link Color: select the color from the dropdown choices.Background Color:select the color from the dropdown choices.   Font:   Font Size: type in the size in the 'Font Size' field (must be in pixels - px)Font Family: type in the 'Font Family' field Arrow Icon Color: select the color from the dropdown choices.Icon Font: select the icon styleIcon Opacity: define the opacity level for the arrows     Advanced customization There is additional customization can be done by the support team: Horizontal Bar Position: bottom (default) /top Vertical Bar Position: right (default) / left  

No - It’s done automatically and behind the scenes. The algorithms used by our proprietary technology automatically present relevant content to your audience segment using digital behavior, keyword search terms, and firmographics such as: geolocation, employee size, revenue size, and industry.   The recommendation engine uses predictive analytics and machine learning to predict which content asset will most likely to be individually relevant for each one of your website visitors to read.

New Lead with no email address and no Marketo cookie: If a new lead fills out a Marketo form, their Marketo cookie is created, lead details (including the cookie) will be updated and the Lead-Database and RTP sync process will be initiated. They will then be known to RTP and eligible for 1:1 personalized RTP campaigns. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit.   Lead with email address but no Marketo cookie: When a known lead with no cookie (e.g. a lead from a tradeshow or a list) receives a Marketo email campaign and clicks on a link in the email and arrives to the website, the RTP script runs and a new Marketo cookie is created for them. The creation of the cookie is also sent to the Lead-Database and initiates the RTP sync process for this lead. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit.   Known Lead

List imports can fail for a number of different reasons, so finding what that reason was is the first step to fixing what went wrong. When a list import fails to import leads, the Import Status dialog box will give you an error to tell you that some of the leads failed to import. The “Failed: X Leads” showing in the Import Status dialog box is a hyperlink.     When you click on the hyperlink, it will download an Excel file that carries the details of what caused the failure. The details for the import failure will change depending on the different types of issues, so watch for the explanations in the far right column for each lead on the list.   Invalid data for the field type:   Invalid Email Address Warning:   Lead belongs to a different Lead Partition:

Included in this Article:     OverviewWhy This HappensTwo Ways to Fix this Problem Set the campaign as "Not Sticky"Use a dedicated Zone id that exists only on the page(s) to include in the campaign   Overview In the Web Personalization platform, you defined a campaign that included certain pages, but you are seeing the campaign appear on pages that you didn't intend them to appear on. Below, we will describe what might be the issue and how to solve it.     Why This Happens   When defining a segment using the "Specific Pages" parameter, every visitor that views this page will be matched to that segment. Once this happens, the "sticky" campaign will be triggered and will be displayed on every page that includes this Zone id parameter. After the visitor is matched to the segment and the campaign is triggered, the segment is not taken into consideration anymore, so this visitor will keep seeing the campaign every time the Zone id exists on the

Article Text So you’ve now used the previous document (Getting Started With Guided Landing Pages:) to download a template from our library and set it up in your Marketo instance, you have even used it to make a landing page or two and you’ve customized those landing pages, AND you’ve even gone the extra mile and customized your template and modified some elements! (Editing Marketo Guided Landing Page Templates, Pt. 1 - Elements:) All of which is fantastic news! Good job!   But if you recall from the article that showed you how to edit Elements on the template, I skipped right over the section on Variables. This is the piece that this document is designed to tackle.   So what is a variable? If you edit a Guided Landing Page you will see a panel on the right hand side that displays both Elements and Variables. In this instance, the variables do everything from assigning a gradient color, to deciding if you want to display or hide different sections of the landing page.

Included in this article   OverviewData you’ll get from Email Bounces Bounce Categories Hard Bounces Soft Bounces Bounce Details Building the Directory 1. Create 6 custom fields2. Create a Program to house everything3. Create a Static List4. Create two Smart Campaigns Smart Campaign One - Logging Email Bounces with Bounce DetailsSmart Campaign Two - Remove Leads From the List After Successful Deliveries 5. Create Custom List View Showing Bounce Details   Overview Bounce activities carry details for why the email was bounced, but it’s housed within the activity log entry, not in a field on the lead record, so it’s difficult to export that data. This article will show you how to extract that information to create a directory of leads bouncing emails and how to make the list automatically update. This will also create counters for bounces and successful re-deliveries after bounces happen.   Data you’ll get from Email Bounces Bounce Categories Em

Article Text Included in this article   Overview The Issue The Explanation   Overview Sometimes you'll see an organization show up as "ISP - Anonymous - Proxy" in your visitors list in RTP.   The Issue RTP is a powerful product with an immense database, but not every ISP can be found.  When we receive a visit from an ISP we can't identify, instead of omitting them from our results, we use the name "ISP - Anonymous - Proxy" and set the location to "United States.     The Explanation Pretty much any free Wifi signal you find like at a library or coffee shop will be listed as an Internet Service Provider (ISP). The admins for that ISP service can configure their network in any way they would like, including whether they allow for identification of their network. If there is no data provided, there's nothing for RTP or any other service to gather. In that case, that's when you'd see the "ISP - Anonymous - Proxy" listing for a visitor in R

Included in this article   OverviewTroubleshooting Steps Overview If you have multiple workspaces in your Marketo Instance, your campaigns and smart lists may not pull the leads you would expect. If a lead partition is not visible to the workspace you are working in, there's no way for the smart list to "see" those leads in that partition. For more information about Workspaces and Partitions, check out Understanding Workspaces and Person Partitions     Troubleshooting Steps To resolve this, you need to enable access for the specific lead partition to the workspace you are working in. This makes sure the workspace can "see" the leads and get them into your smart list or campaign results.   1. Under Admin, click on Workspaces & Partitions.   2. Select your Workspace and click Edit Workspace.       3. Edit the workspace and add check marks for all partitions that this workspace should be able to access.   &nbs

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 clickedTime stamp of each link clickTotal 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 Durat

Article Text Included in this Article: OverviewEmail Reports not Being Sent Check Report Preferences Fewer Leads than Expected Check Personal Regions SettingsCross-Domain Tracking Data Includes Own Company   Overview   All RTP users should be receiving a monthly and quarterly Summary Report.     This email evaluates the performance of campaigns and recommended content and compares it to that of the previous month or quarter. Performance is based on click count and number of visitors converted to known leads, whether direct or assisted. Direct leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in the same visit. Assisted leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in a separate visit, up to 6 months in the future.   If you would like to unsubscribe from the Summary Reports, see this article. Otherwise, several potential issues with Summa

Included in this Article   Overview Troubleshooting WorkflowPossible Outcomes Overview Sometimes your RTP Campaigns have problems and stop working suddenly. This can obviously cause trouble for your marketing efforts, so this doc will show you steps on how to troubleshoot those issues.     Troubleshooting Workflow 1. Check the campaign's last impression time stamp           a. Go to Campaigns page           b. Locate the relevant campaign and click the Impressions link to see people that viewed the RTP campaign (make sure the time scope corresponds to the right dates when the campaign was active)               c. When you see the lists of visitors that viewed the campaign, order by Latest and check for the Last / most recent visit impression time stamp        2. Check the segment's last vi

IssueThe email was sent from an engagement program or email program where Recipient Time Zone was enabled, however, emails sent to several leads were not sent based on their time zone. SolutionIf the time zone calculation for the affected leads falls under the conditions mentioned in https://docs.marketo.com/display/public/DOCS/Understanding+Recipient+Time+Zone, then check in [Admin > Field Management] if the Person Time Zone field is hidden. If this field is hidden, then this would be the reason as this field is where the Person's Time Zone is stored for when it is calculated and is used to determine the Recipient Time Zone for sending emails.

IssueField labels on a form have been updated, however, they are not displaying on the Marketo Landing Page, even though the Marketo Form and Marketo Landing Page has been approved since the update. SolutionThe reason why it appears the updated field labels are not displaying on the Marketo Landing Page is that the field labels that are being displayed are not the field labels that were edited. The field labels that are being displayed is what is defined in the Visibility Rules of the fields. To ensure that the updated field label is displayed on the Marketo Landing Page, the field label in the Visibility Rules must also be updated https://docs.marketo.com/display/public/DOCS/Dynamically+Toggle+Visibility+of+a+Form+Field  

IssueIn an instance where there are multiple workspaces, when creating a new email and right-clicking on a Marketo Starter Template to send a sample email, an error is displayed: Access Denied This error occurs even though the user has all permissions to Access Design Studio and all permissions to Access Marketing Activities. This includes the 'Run Single Flow Action' permission which is required for sending sample emails: "You must have the Access Database - Run Single Flow Actions permission to send sample emails."https://docs.marketo.com/display/public/DOCS/Send+a+Sample+Email   SolutionThis error can occur if the user does not have access to the Default workspace. To solve this, the user must be provided with access to the Default workspace in [Admin > Users & Roles]  

SummaryLeads/Forms are not appearing in Marketo but are appearing in Linkedin IssueTroubleshooting LinkedIn Lead Gen Forms issues - Leads/ Forms are not appearing in Marketo but are appearing in LinkedIn SolutionMost of the time this issue is caused by insufficient permissions for the user specified in the LaunchPoint Service under "Admin > LaunchPoint." This article mentions what is required for LinkedIn lead gen forms to work on LinkedIn for the user, this is not for Marketo but it makes a great reference.linkedin.com/help/lms/answer/79635 For Marketo, we require full permissions for the integration to work. - Campaign Manager OR Account Manager (The integration user will only be able to have one of these permissions)- Company Page Admin - Lead Gen Forms Manager Ensure that the user has all 3 permissions. If you made some changes to the permission, re-authorize LaunchPoint service and, try again. I would also recommend deleting and re

IssueWhen a Marketo field is synced to a SFDC field with a picklist, that picklist will be synced to Marketo when the field is added to a Marketo form. The values section of the field in the form will show the values from SFDC. However this does not occur with the standard state field in Marketo. SolutionThe state field's form picklist is not updated because it is automatically populated with the 50 US states. To get around this, you can either manually update the values in the picklist in the form, or you can use a custom Marketo field. This field can be remapped to the state field in salesforce with assistance from support.