Product Communities

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' fieldArrowIcon Color: select the color from the dropdown choices.Icon Font: select the icon styleIcon Opacity: define the opacity level for the arrows  Advanced customizationThere is additional customization can be done by the support team: Horizontal Bar Position: bottom (default) /top Vertical Bar Position: right (default) / leftIs this article helpful ?YesNo

Yes. There is a daily/weekly Recommended Assets email report that can be configured to be sent to users.Recommended Assets ReportThis email report includes all the pieces of content and count of clicks on the Content Recommendation Bar.To customize which automated email report the user receives, see: Email Reports - Marketo Docs - Marketo User Manual .

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.

Also see: Enabling the Content Recommendation Engine - Marketo Docs - Marketo User Manual  1. Login to your RTP account and verify the Recommendation toggle in the 'Account Settings' is enabled for the relevant domain.**verify that the domain is configured properly  2. Make sure the exclusions/inclusions configured are valid and correct.   3. Go to the 'Assets' tab, check if there are some assets that turned on (green light) and being recommendable 4. Wait a few minutes seconds and refresh page - if the bar still does not appear - contact support.  Is this article helpful ?YesNo

Also see: Enabling Asset Discovery - Marketo Docs - Marketo User ManualSteps to fix:Verify the RTP tag exists on the pageVerify there are no any jQuery / Javascript / Other errors in the Developers ConsoleLogin to your account and go to the 'Account Settings' panel > make sure the 'Assets' toggle is switched to OnIn the 'Account Settings', go to the 'Assets' tab and make sure the URL patterns configuration are validSelect an asset in 'Assets' tab and click on link to check if click count increases and capturing you as the visitor. (see note 2)NOTESDon't forget to add wildcards (*) in your URL patterns, otherwise it will only cover the exact page you inserted:  marketo.com/solution  won't match: marketo.com/solution/rtp.pdfThis step doesn't work with PDF files, simply because the rtp js tag is not installed on PDFs.In addition, the click event listener doesn't work on the back office, so only if it is an HTML page and you are viewing it (while rtp is running in the backgrou

Named Accounts (or Account Based Marketing) module is sold separately. If you did purchase this module follow these instructions to create a new Named Account list. Common issues when uploading a new list: 1. Getting the following error message:Total number of records exceededIs this article helpful ?YesNo Root cause:  Each account is eligible for up to 10,000 named account records. Contact your account manager to purchased an additional  package of records or remove old lists.  2. Getting the following error message:Your account is not enabled for uploading Named Account Lists. Contact your account manager for more details   Root cause: You didn't purchase the Named Accounts module or your account has misconfigured and this module is disabled - contact support.

The IP geolocation lookup for ISPs (Internet Service Providers) is 95% accurate, the reason is that they use different physical proxies and change their routing more often.Over time we follow the changes and update our database continuously.For known leads - the system tracks your leads regardless of their current IP so you can also use the lead database fields (like scoring).Is this article helpful ?YesNo

There are a lot of different pieces and activities involved when building a campaign or generating leads.  Here are some really important self help content that every Customer Account Manager agrees customers should pay attention to in order to ensure your continued growth using Marketo. Reached your Database LimitDelete a LeadDelete a Lead in SalesforceFind and Merge DuplicatesBounced Email Address  Is this article helpful ?YesNo

Welcome to your Marketo Account Group.  This is a group area that is private to your company.  Only people that your Marketo Support Admin invites to this space can be involved in the conversations you have and the content that you create.You might be asking yourself how you are going to use this space or how does this space benefit the work that you are going to do?  You can think of this space as our toolkit, meeting room, notebook, communication portal all wrapped up in one convenient location.Here are a few ideas on how this space can be used.Communication with your teamUse this area to start your own discussions or use it to ask your own team questions.  If you are working on a project, you can list our tasks, activities, and milestones to be shared and updated with your team.  Work efficiency always involves everybody staying informed and the key to that is a single source or information.Build your own Marketo Reference KitUtilize the wealth of resources that Marketo has by creat

Top Searched TermProduct Docs(Click on graphic)Community Support(Click on graphic)Token or TokensEngagement or Engagement ProgramsLead ScoringSales InsightProgressive ProfilingCalendar RCM or Revenue Cycle ModelerForm or FormsSalesforce SyncSnippetLanding Page or Landing Page TemplateWebhooksA/B TestingEmail TemplatesImport ListMunchkinIs this article helpful ?YesNo

If you tried to sync a lead, company, or opportunity field to to the Revenue Explorer and see this error -- "This field cannot sync with Revenue Explorer" The most common reason is because this field is already synced to Revenue Explorer. Check the Revenue Explorer Sync status of that field to check if it's enabled: Otherwise, please contact Marketo support to help.Is this article helpful ?YesNo

Here are a few strategies for finding and handling your competitors if they get to your website or in your lead database.Finding your competitorsThe best ways to find your competitors are form fill-outs and inferred data.  You can use filters of these fields to find matching leads already in your lead database.  Use the Data Value Changes trigger with these fields to catch these leads as they enter your system.Inferred companyThis is the best way to spot anonymous competitors visiting your web site.  Try using the Inferred Company field to see if Marketo identified them by their IP address information.Email addressThere's a chance your competitors use their company email address when filling out your form.  Search for the domains of your competitors using the Email Address filter with the "contains" operator.Company nameLike email address, this is a straightforward way to catch your competitors as they enter their information in your forms.Handling competitorsYou ha

With Marketo's newly released Customer Engagement engine, you can now easily nurture and engage your leads. Not only does the Customer Engagement engine automatically and intelligently deliver the right content to the right person, at the right time, but you now no longer have to manually create or maintain complex workflows. View this webinar to If you are looking to convert your “traffic cop” nurture program to the Customer Engagement engine.  Cheryl Chavez, the Director of Product Management at Marketo will cover the best practices and steps for converting your campaigns. View the training here:pages2.marketo.com/cee-training-migration-aug-2013.htmlIs this article helpful ?YesNo

Say you want to build a form with a field that dynamically adds an extra field when a certain answer is selected.  For example, you can ask customers if they want to be called by a sales rep.  Is this article helpful ?YesNo

Issue:I need to use a comma in my value list, but Marketo uses the comma as the break between different values.Select One, Not at this time, Yes, within 30 days, Yes, within 60 daysSolution:Begin your value list with "\|||\" and use "|||" instead of a comma between each value.\|||\Select One|||Not at this time|||Yes, within 30 days|||Yes, within 60 daysNice work! You can now use commas in the text of your Value List.

Note: Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. The listOperation SOAP API call allows for the ability to interact with static lists (My Lists) in the Lead Database. The supported operations are adding a lead to list (ADDTOLIST), checking if a lead is a member of the list (ISMEMBEROFLIST), and removing a lead from a list (REMOVEFROMLIST) Note, there is no operation to create a new list (or delete) via the SOAP API. The list must be created beforehand in the Lead Database. In the examples, the list is named "Static List". Example 1 - Request: Adding multiple leads into the list<soapenv:Envelope xmlns:soapenv = "http://schemas.xmlsoap.org/soap/envelope/" xmlns:mkt = "marketo.com/mktows/">    <soapenv:Header>        <mkt:AuthenticationHeader>         <mktowsUserId>[User Id]

Note: Please ensure that you have access to an experienced JavaScript developer, because Marketo Technical Support is not set up to assist with troubleshooting custom JavaScriptFollow the steps described in this article if you want to force a checkbox to always be checked regardless of the database value - for instance, an email opt-in checkbox.  Get the field's IDFirst, get the HTML ID for the form field you want to edit.  In Design Studio, select a landing page that contains the form and preview the page.View the HTML source code of that page and find the field you want.  The fastest way is to search for the label that you used when you created the form, such as "Opt-In".Search for the "id" attribute in the "input" tag for that field.  Below, the id is "Opt-In".<label>First Name:</label><span class='mktInput'><input class='mktFormCheckbox' name='Opt-In' id='Opt-In' type='checkbox' value='1' tabIndex='1' /><span class='mktFormMsg'></span>Setting the

To customize the validation message, you can add javascript to the template of the landing page the form is on.  Unlike default language settings on a form, customized messages work only on landing pages using the modified template. Note: Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code. Open up your landing page template for editing.For all languages you wish to modify, paste this javascript code (with your modifications) at the end of your template before the </body> tag.  For more languages, see this javascript file. <script type="text/javascript">Mkto.messages = { English : {required : "This field is required",selectRequired : "Please select a value for this field",emailInvalid : "Please enter a valid email address",telephoneInvalid : "Please enter a valid telephone number",pleaseWait : "Please wait" }, French : {required : "Ce champ est requis",selectRequired : "Sélectionnez

Starting with the September 24, 2011 release of Marketo, Programs must have an associated  cost in order for them to show up in the analyzer.  If you want a no-cost program to show up RCA, then it must have a zero cost created in the setup.1.  Go to Programs and select Setup2.  Drag in a cost and add 0 (zero)3.  Save the changesYou should now be able to see your Programs in the Analyzers."Only programs that have cost will show up in RCA reports."

Issue:You want to make the label of the form appear inside the input field.Solution:Use the below code in a custom html block on a landing page with a form:remove the current labels in the form editorplace the complete code (attached) in a custom html block on the page with the formView the live page to the see the changesThis code uses the field "id" you could use "name" instead.This does not work for "select" fieldsNote: Please ensure that you have access to an experienced JavaScript developer.  Marketo Technical Support is not set up to assist with troubleshooting JavaScript.Please refer to the example and source:trevordavis.net/play/jquery-inline-form-labels/

Issue:You or your sales reps are getting an error when editing your leads or contact records in Salesforce saying "The record you were editing was modified by Account Marketo during your edit session". Similar to this:This error will usually occur in Salesforce when you are in the Edit page in while at the same time the Marketo sync is updating that same record by our periodic API sync. While this error occurs very rarely, and usually by performing mass updates from Marketo (usually by batch campaigns).Resolution:Here are some steps you can take from a Marketo perspective to resolve or significantly reduce the chances of this error occuring:     1. Change the process that you use to update records in Salesforce - You can successfully reduce this error by using Inline editting (by double clicking on the individual field on the record) as opposed to doing a mass update of multiple fields on 1 record (by using the Edit button).Inline Editing - As the screenshot below s

Note: Please ensure that you have access to an experienced Web developer.  Marketo Technical Support is not set up to assist with troubleshooting code.Marketo Form Proxy enables forms to be submitted to Marketo while removing any tracking information. The most common example where this can be used is a customer referral landing page.For an example (available at this writing), see www.marketo.com/referral. Server RequirementsPHPCURLServer Installation To begin:Download this project, if you haven't already, here: github.com/Marketo/Form-Proxy/downloads.Edit the variables in mkto_proxy_config.template.php as necessary.Rename mkto_proxy_config.template.php to mkto_proxy_config.php.Drop the entire directory onto your website (or subdomain), e.g. YOUR-COMPANY.COM/post-proxy/ orpost-proxy.YOUR-COMPANY.COM/.Visit the directory you just created. If it redirects to the default URL you set in mkto_proxy_config.php, it works. Otherwise, you must've skipped a step.Now, on each landing page:Cop

If you are encountering issues with importing to certain fields, it is recommended that you create an import template.To make sure your field names are correct for an import, start by exporting a small list from your lead database.You can selected your required fields via the column chooser by right clicking a field in your list.  Then select Export list under List Actions, then select Visible columns or All columns in your export. In the exported .csv file check the first row; your correctly named fields should be listed in there. You can now copy the field names to your import list, or copy the cells from your list to this exported .csv. You should now be able to import without issue.Please note: if you select All columns then the exported .csv file contains system fields that cannot be re-imported to. Please see the related article: Ignored Fields and Blocked Field Updates During List Import

You may want to allow the user to select multiple values for a single field when filling out a form.Here is how:1. Find the form you want to add the multi-select field to, select it and click Edit Form.2. Under Template Form Fields, find the field and drag it into the canvas.3. Select the field you just dragged in.4. Under Form Properties, change the Input Type to select and click into the canvas to apply changes.5. Select the field again.6. Add the list of options in the following format to Value List:Lead Management, Sales Insight, Revenue Explorer, Financial Management7. Check Allow Multiple Sections.8. Click in the canvas to apply changes.There you go! Now approve the page this form is on and leads can hold CTRL/Command and click to select multiple values before submitting.

Issue:You would like have leads rate content (for example) and need the buttons to display horizontally.Please ensure that you have access to an experienced Web developer. Marketo Technical Support is not set up to assist with troubleshooting code.Solution: The buttons are laid out in a table format so adjusting margins and padding doesn't seem to do the trick, use CSS instead.Add the following to a custom HTML block:<style>tr {float:left;}</style>Disclaimer:This solution does not work for IE7 as it does not support the Float property correctly, this solution was tested in FF 5 and IE8/9 . If your curious on browser usage check here.