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When lead/contact is deactivated in Microsoft Dynamics CRM Marketo treats this as a delete and sets the “Microsoft is Deleted” flag to true. This is when a lead/contact is manually deactivated in Microsoft Dynamics CRM. When a record is set to deactivated because of conversions/merges, please see those sections on detailed behavior.

When a deactivated record is reactivated Microsoft Dynamics CRM, the following behavior occurs in Marketo:If the record was initially deactivated because of a merge or a conversion, we will create a new record in Marketo when the record is deactivated.If any other record is reactivated, Marketo will change the “Microsoft is Deleted” flag of the associated record in Marketo is set to false.

The Marketo system hosting your subscription is currently experiencing an unplanned service interruption affecting Trigger processing.  When: Monday April 24th, 2017 - Current  Services affected: During the time of this incident, Trigger Processing is intermittently affected. Customers may experience periodic delays in Triggering events based on an activity. Login to the Marketo application, landing pages, and rest of the platform are not affected.  Cause: This service interruption is due to stability issues in our infrastructure, which is utilized for Triggering events. We are actively engaged with our Vendor to stabilize the infrastructure and deliver a permanent resolution.  We will provide the next update within 24 hours. A root Cause and/or remediation plan will be shared as soon as we have it from our Vendor. We want to assure you that we take these incidents very seriously, and we are taking steps to prevent similar situations going forward. If you have any questions about ser

Marketo has the ability to see and pull data from Salesforce Formula fields, there is however a catch which will be explained in this article. Everytime the Marketo Sync connects to Salesforce it will scan records and look at the "SytemModStamp" (salesforce system field) for each one of them. It will compare this value with the stored value, which was pulled at the last scheduled sync. If the values match, Marketo will move on to the next record. If the values are different (new value later date than previous value), then Marketo will do a compare and contrast of all fields on that record in both systems and update the information as needed. When a normal non-formula field is updated and changed on a Lead/Contact record in SFDC, the SytemModStamp value is updated. This is how on next sync Marketo knows to do a compare/contrast check and pull updates. Formula fields do not behave the same way. A formula field is calculated based on data in fields called upon in the formula; this means t

OverviewA triggered campaign launches automatically when a specific action occurs. For example, you can use a triggered campaign to automatically send an email to a lead after she completes a form.Triggered campaigns have at least one trigger in their Smart List. When the lead activates a trigger and passes through the other filters in the Smart List (if you have any), the lead will immediately proceed through the campaign's Flow.In a Smart Campaign, the Smart List palette contains a separate folder with Triggers. These are the events you can use to activate your triggered campaigns.Be careful when using multiple triggers.  If you use two or more in a campaign, any single trigger can activate the campaign. Email TriggersTrigger NameDescriptionClicks Link in EmailIf someone clicks on a link in an email. This can be a specific link(s) or any link.Email BouncesIf an email bounces from an address.Email Bounces SoftIf an email bounces due to an auto‐reply, full mailbox, etc.Email is Deliver

1. Go to the Design Studio area. 2. Click on Images and Files, then click next to the file name you want to replace; it will highlight.   TipYou can also Search Uploaded Images or Files.  Is this article helpful ?YesNo  

Included in this articleNote: This post will be updated to reflect changes made to activity records returned by the API due to migration to new infrastructure.OverviewWith the rollout of Marketo’s next-generation Activity Service beginning in May 2017, we will be unable to enforce the uniqueness or presence of the integer “id” field in activities, data value changes, or lead deletion records returned by Marketo’s APIs.  This change will begin rolling out to all subscriptions over the remaining first half of 2017.To avoid service disruptions for integrations which retrieve activity records, the id field should be treated as optional.  Cutover of this change will begin to affect subscriptions with the September (Q3) 2017 release.This change will affect the following endpoints:REST APIGet Lead Activities​Get Lead Changes​Get Deleted Leads​Add Custom Activities​SOAP APIgetLeadActivity​getLeadChanges​The affected SOAP types are ActivityRecord and LeadChangeRecord.ExamplesThe follo

Included in this articleOverview Your Premier Support entitlement has been enhanced with a Premier Success Team. Now, your Named Support Engineer is part of a 5-member Premier Success Team whose members work in concert to provide a full range of complementary skills. All your Premier support features remain intact (Mentoring Sessions, Accelerated SLAs, etc), but now your Named Support Engineer will be backed by a focused team of Premier Support Engineers to deliver world-class support tailored to meet the needs of your account.BenefitsEach team is led by two Lead Support Engineers, and aided by three Premier Support Engineers. With a larger team, your engineers can specialize in specific knowledge areas, and we can connect you with our most senior engineers for your half-yearly instance reviews and mentor sessions. This will help to increase case resolution speed, decrease escalations, and elevate your overall support experience. Your TeamAdam Boschma, Senior Technical Support Engineer

Included in this articleQuestionsWhat is the architectural change Marketo is making?Today, we have two packages in the Salesforce AppExchange:The Marketo Lead Management (MLM) PackageThe Marketo Sales Insight (MSI) PackageWhen installed, the MLM package auto creates a set of fields in Salesforce. Marketo populates these fields with data as a part of our regular sync. The MLM package is not currently required for syncing. However, it has been a prerequisite to install before you install the MSI package.The MLM package has reached the end of life and is going to be retired. The MSI package will no longer be dependent on the MLM package and our customers will be able to directly install the MSI package. As a result, Marketo will stop updating the fields created by the MLM package. The configuration change will begin on August 15th and will be staggered out over the next 6 months. If some or all of the fields created by the MLM package are important to your organization, you can recreate t

Included in this articleOverviewDue to changes in the SFDC integration, you may need to take action to continue syncing data to your Salesforce instance. The primary change affected a small number of fields syncing to your Salesforce instance, requiring the fields be recreated to continue syncing the data. Another change affected Salesforce Professional edition customers, requiring them to purchase API access from Salesforce in order to keep syncing all of the Salesforce integration, not just those affected fields. What Changes Were Made?Marketo's MLM AppExchange package has been retired. The MLM package itself didn’t do much, but was responsible for syncing 16 Marketo fields to Salesforce.The configuration update shut off the sync of data to the MLM package and these original fields.You can keep syncing the same data to SFDC but it requires creating new custom fields in SFDC.Once the fields are created, a drip process is initiated to backfill existing data from Marketo into the new fi

Note: Marketo Technical Support is not set up to assist with troubleshooting custom JavaScript. If you need to modify JavaScript, please ensure that you have access to an experienced JavaScript developer. Is this article helpful ?YesNo These instructions show you how to dynamically show the State field and make it required when a user selects United States or Canada as the country in a form. Note: This solution will not work with progressive profiling enabled. We will work to improve it in the future

You or your users may be having problems with images not showing up in the body of an email. If images are that are embedded in the body of the email are not showing up in recent versions of Microsoft Outlook, then follow these steps: Outlook 2007 1.       Open Outlook. 2.       Click Tools -> Trust Center (Outlook 2007). 3.       Uncheck the box, ‘Don’t download pictures automatically in HTML e-mail messages or RSS items’. 4.       Click OK; restart Outlook and check that images appear. Outlook 2010 1.       Open Outlook. 2.       Click File -> Options -> Trust Center (Outlook 2010). 3.       Click ‘Trust Center Settings’. 4.       Uncheck the box, ‘Don’t download pictures automatically in HTML e-mail messages or RSS items’. 5.

Included in this articleHighlightsThe MLM package in SFDC’s AppExchange is being retired.The MLM package itself doesn’t do much, but was responsible for installing 16 custom fields (16 on the Lead object and 16 on the Contact object) that sync data from Marketo to SFDC like Lead Score and Acquisition program.The configuration update will shut off the sync of data to the MLM package and these fields, so the data in those fields in SFDC will become stale and won’t update.You can keep syncing this data to SFDC but it requires creating new custom fields. When the fields are re-created, a drip process will be triggered to backfill existing data from Marketo into the new fields in SFDC.No Data Will Be LostMarketo is the source of this data, and the data inside of Marketo will not be touched. The data in Marketo will continue to stay current as it always has. The change being made is in how it is passed into SFDC. No matter what, the data will be preserved inside of Marketo.What is the MLM Pa

Yes. You will need a dedicated Microsoft Dynamics user for the purpose of the integration. We call this user the Sync User.

Included in this articleOverviewThe configuration changes being made will require customers to recreate some fields if they want to still use that data within SFDC. Once the fields are recreated, the backfill process begins, which in turn starts a global resync of all leads from SFDC to Marketo. This will push a lot of data between Marketo and SFDC. To minimize the risk of a traffic jam, we will be scheduling this roll out over the course of 6 months. This gives all customers a set time frame to work with and helps to avoid peaks in traffic. If the time scheduled for you doesn’t work out, we’ll try to accommodate another time within this six month timeframe that does work well for you. Alphabetical Scheduling DetailsThe changes being made will be staggered over 6 months in order to ensure we don’t cause any traffic jams while passing data back and forth. The best way to schedule this is to go in alphabetical order. This order will be alphabetically by your Marketo instance’s Account St

Issue:If you have setup a trigger campaign to send you an alert based on lead activity, you may have received a few blank alerts.Solution:Anonymous leads qualify for trigger campaigns, this is by design, you want anonymous leads to be scored if they show desirable behavior, but receiving blank alerts probably does not make sense.Use the Is Anonymous filter in your trigger campaign's smart list in order to stop anonymous leads from entering:Excellent! You should no longer receive blank alerts from your anonymous leads.

Included in this articleOverview Your Premier Support entitlement has been enhanced with a Premier Success Team. Now, your Named Support Engineer is part of a 5-member Premier Success Team whose members work in concert to provide a full range of complementary skills. All your Premier support features remain intact (Mentoring Sessions, Accelerated SLAs, etc), but now your Named Support Engineer will be backed by a focused team of Premier Support Engineers to deliver world-class support tailored to meet the needs of your account.BenefitsEach team is led by two Lead Support Engineers, and aided by three Premier Support Engineers. With a larger team, your engineers can specialize in specific knowledge areas, and we can connect you with our most senior engineers for your half-yearly instance reviews and mentor sessions. This will help to increase case resolution speed, decrease escalations, and elevate your overall support experience. Your TeamMatthew Smith, Senior Technical Support Enginee

Included in this articleOverview How to identify potential issuesHow to identify your MSI versionWhere to get the newest version of MSIHow to know it worked after upgradingWhere to go for more informationMarketo ResourcesSalesforce ResourcesIs this article helpful ?YesNoOverview Salesforce has recently introduced Shield Platform Encryption which encrypts a set of standard fields across various page layouts. Some customers with Marketo Sales Insight (MSI) installed have been experiencing issues when enabling this encryption. The Marketo development team has upgraded the MSI package and launched a redesigned version (version 1.4359.2) that is fully compatible with Salesforce’s Shield Platform Encryption.   How to identify potential issuesWhen trying to enable Shield Platform Encryption with an older version of MSI, Salesforce will send you a failure notification email. The notification email will read:  “Encryption enablement has failed for the following fields:Account.Acc

No. You can only have one RTP Javascript tag per web page.Having more than one tag will not work and may cause issues.

Included in this articleHow many total named accounts can I have within Marketo ABM?There is no limit from a product perspective.How many account lists can be created?1,000 How many Named Accounts can be added to the Account List?500Is Marketo ABM Workspace specific?No. Named Accounts are visible to all the Workspaces. But Lead Partition rules are still honored. Which means you can see a named account in multiple Workspaces but depending on the Lead Partition rules, you can only see leads belonging to the corresponding Workspace within that named account.Which lead attributes are used for Lead-to-Account Matching?It is based on 3 lead attributes: Email Domain, IP Address and Company Name. We convert Email Domain and IP address to the Company Names and match all 3 to identify strong and weak matches.How are strong lead matches to Named Accounts determined?When the Company Name matches 3 out of 3, or 2 out of 3 times, then we consider this a strong match.How are weak lead matches to Name

In offering a premium email delivery platform to our customers we carefully monitor our IPs for listings on significant blocklists. When we find that one of our customers was responsible for a blacklisting we contact that customer and request some actions be taken to re-mediate the issue.The goal is to isolate potential spamtrap addresses and remove them. The group of addresses you select should be broad enough to capture those potentially bad addresses but small enough not to suppress a huge portion of your database.Step 1Build an inactive Smart List using ALL filters Was sent email the day of and day before the spam trap hit (please contact support@marketo.com for the date of the trap hit if you do not have this information already.) Lead “was created” date is at least 6 months ago   Inactivity Filters  Not visited web page is “any”; constraint date of activity “in past 3 months” Not filled out form is “any”, constraint date of activity “in past 6 months” Not clicked li

Here's how you can use tokens and URL parameters to automatically assign leads to Salesforce campaigns after filling out a form.  These tokens work in all of the Salesforce campaign flow steps:Add to Salesforce CampaignChange Status in Salesforce CampaignRemove from Salesforce campaignGet the Salesforce campaign ID and statusYou need two things to begin this process -- the name or ID of the Salesforce campaign you want to sync to and a valid status in that campaign.  You can get the ID for the campaign by opening that campaign in Salesforce and copying the last 15 characters from the URL.  Here's an example campaign URL; the ID is highlighted:naX.salesforce.com/701F00230001Z9zTo get the valid statuses, click on "Advanced Setup" on the campaign's pageThe status should be listed there:Create new fieldsFirst, you need to create two new fields -- "SFDC Campaign ID" and "SFDC Campaign Status" -- both of type "string".  You can create these on your lead and contact record

For more in-depth information on Landing Pages, please click the link below.  Landing Pages, Easy, Powerful, CompleteIs this article helpful ?YesNo

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, all of which is fantastic news! Good job!   But now you’re looking at the template and things need to be changed: That’s a good start, but the Elements on the page may not seem “right” to you. We have an image on the left, a text headline on the right and a form below the text headline.   What if that’s NOT the layout you intended? What if, instead, you wanted the headline at the top, centered on the page and the image and the form side by side below the headline?   All of the elements on the template can be added, removed, re-ordered, changed up, switched out and modified. Doing so, however, absolutely requires knowledge of HTML. As stated before, if you are not comfortable editing HTML and do not have a

  Marketo now fully supports responsive landing pages, we call the new style a "Guided Landing Page". A Guided Landing Page is one that is capable of dynamically resizing itself for different window sizes and devices. If you’ve used the Marketo interface to set up an Email Template and an Email, the basic concept of setting up a responsive template and landing page will feel pretty familiar.   First you have to define a template that contains the editable areas of the landing page, once that is completed you use that template to build the landing page. Unlike the Email editor however, constructing and altering a responsive landing page template will require a minor amount of HTML knowledge.   If you are not comfortable in HTML and do not have an HTML developer available to assist you, Marketo’s services team can help! You can reach them at services@marketo.com   To get started, first visit our Template Library for Guided Landing Page Templates located here: docs.m