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Supported BrowsersMarketo Financial Management supports the following browsers:Microsoft Internet Explorer 9, 10 and 11Mozilla Firefox (most recent and previous stable version)Google Chrome (most recent and previous stable version)Apple Safari (most recent and previous stable version) on Mac OS XThough you may have success with other browsers, only the browsers listed above are fully tested and certified to work with Marketo Financial Management. If you choose not to work with one of the supported browsers your experience may not be optimal, or you may not be able to use certain functionality within the application.Browser SettingsMarketo requires that JavaScript and cookies be enabled. For the Analytics tab, third party cookies must be enabled in the browser in order to embed dashboards and reports from our Analytics partner solution.Marketo also requires Adobe Flash plug-in to be enabled and recommends using the latest available plug-in.

When a lead fills out a Marketo form, some validation messages are automatically built in."This field is required.""Please enter a valid email address.""Please  enter a valid phone number.""Please select a value for this field""Please wait" (appears after the lead submits the form).You may wish to customize these messages either because you are creating a form in a different language or simply because you wish to change the wording.1. Open up your form for editing.2. Select the language you wish to use for error messages on your form.If you don't see your language you can Customize the Text of Form Validation Messages.That's it. Leads will now see error messages in the language of your choice.

As part of your efforts to maintain a healthy inbox delivery rate, you should be monitoring your email bounce rates. If your hard bounce rate climbs above 5%, you should take a closer look at what’s going on. If your hard bounce rate hits 10% or more, you should be concerned about your data quality.If you have a high hard bounce rate, it is likely that you have a high number of invalid addresses. An invalid address is an address that has never existed or no longer exists, so mail will never be delivered to these addresses.  Marketo automatically stops sending to these addresses, so you do not need to worry about suspending or removing them. But having a high invalid address rate could cause you major delivery problems and reputation issues, and could indicate problematic data sources or list segmentation practices that should be reevaluated.A high invalid address rate can lead to outright blocking of your mail at major ISPs. Many ISPs monitor the number of invalid addresses being

Your CSV exports with special characters (like foreign languages) may look funny when you open them in Excel.  This is due to a known problem in Excel; it does not correctly handle those characters if you open the CSV directly.First, try these instructions to export your CSV file in Excel 2007 format:Export a listIf that export is formatted incorrectly, try the following:Create a new Excel spreadsheetOpen the Import External Data feature: in Excel 2003 or earlier. open the Data menu, pick Import External Data, then pick Import Datain Excel 2007, open the Data tab and pick From TextPick the file you want to import.  The data import wizard will openIn the dialog, select Delimited, then under File Origin pick "Unicode (UTF-8)" then click NextSelect Comma and uncheck the other options. Click Next.Click FinishFollow the remaining steps and place the imported data in your spreadsheetYour data should now look correct.

When designing a form you may want to customize the location and alignment of the labels.1. Select a form and click on Edit Form.2. Under the Form Properties select a different Layout.Once you have selected your layout, click into the canvas to apply it.Nice job! You now know how to change the form label layout.

Have two form fields you want to merge into one? Try this jQuery script.In short, any time someone changes focus off one of the selected fields, the destination field will be updated.Build the formFor example, say you want to populate a field called Full Name with the first and last name provided in the form. First, go to the Form Editor and add Full Name as a hidden field in the form.Next, open the landing page for editing, or create a new one and add the form to the page.Get the form IDsYou'll need to get the IDs of the form fields. Go back to the Design Studio, preview the page, then view the source in your browser. You'll need to find the entries for the fields you want to retrieve the values from and set the concatenated value into. For example, if you're looking for the First Name field's id, it's FirstName:<label>First Name:</label><span class='mktInput'><input class='mktFormText mktFormString mktFReq' name="FirstName" id="First Name" type='text' value="" ma

The most common reason this happens is because your "From" email address is incorrect. The easiest way to check this is to go into the results of your campaign, and do a search at the bottom for ‘email bounced’. When results come up, double click on a random one. It will show you the reason for the bounce. Is this article helpful ?YesNo

Marketo allows you to edit the unsubscribe text globally in the Admin section. If desired, you can create an email template for a specific language and create your unbsubscribe text manually.1.   Create new email templates. See Working with Marketo Email Templates for details. Using this technique will affect your email performance reports. They will no longer include "unsubscribed from email" stats.  Rather they will track "clicks link in email" when the lead clicks on the unsubscribe link.Is this article helpful ?YesNo 

Issue:I have a report subscription in my inbox, when I click on a link to get further information I get a 404 error in my browser.  Solution:Links in report subscription emails are set to expire for security purposes. By default, they expire 3 days after they are sent. You can customize the expiration time.Go to Admin and click on Login Settings.  Click on Edit URL Expiration.  You can change the default value of 3 to anything between 1 and 15. Is this article helpful ?YesNo

Processing feedback from the blocklists is a manual process for Marketo’s Compliance team. While we try to get the reports out to you on a daily basis, sometimes we get backlogged and notifications may not go out the same day that you triggered the blocklist.   But not to worry: most blocklists are dynamic, meaning that they resolve themselves after a given time period or when email statistics improve. Typically blocklist issues are resolved after 24 hours, so chances are you are not still being blocklisted.   Still, you need to complete the blocklist remediation program to identify the source of the problem and ensure that this doesn’t happen again. While most blocklist issues resolve themselves, they can have a noticeable impact on deliverability. Furthermore, being blocklisted is an indication that you have a problematic data source in your lists that could lead to even bigger deliverability problems.   For a quick run down of the blocklists that our customers run int

Issue: You've notice that visit webpage and click link activity is not being logged for certain leadsSolution:There are a few reasons for this. First of all, have an Admin make sure you have tracking enabled. If you are certain that you have your tracking enabled and it’s working for others, it could be that your lead has tracking turned off in their browser. You can do this in FireFox by going into Tools/Options/Privacy, and checking the box which says Tell Websites I do not want to be tracked:     To circumvent this, go into Marketo Admin/Munchkin, and go to where it says Lead Tracking, and select Ignore to the ‘Do Not Track’ Browser request. Is this article helpful ?YesNo

As part of the September 2012 release, Marketo exposed the ability to create a Webhook.  Webhooks are essentially HTTP callbacks that allow you to send a "payload" (i.e. xml, json) to a URL and include parameters.Here is a walk-through on how to create a Webhook that sends an SMS Message to a Marketo Lead using the Twilio messaging platform. Step 1Sign up for a Twilio Account (www.twilio.com).  Be sure to follow the instructions on validating any numbers that will be used to send an SMS message.Step 2Navigate to Admin in your Marketo AccountStep 3Select Treasure Chest from the left tree and click Edit in the Webhooks sectionStep 4Check the box to Enable WebhooksStep 5In the Admin menu, select  Webhook and click New WebhookStep 6Enter the Webhook details as defined in the below screenshot.  A powerful feature of Webhooks is that you can include Tokens as part of the URL and/or Message for further customization.Note:  You will replace the [ACCOUNT_SID] & [AUT

Issue:The web page visit is partially tracked only if users fill out a form otherwise it goes unnoticed.Solution:In several tests the Activity Log shows "Fill out a form" without a page visit. From the traditional standpoint that could be an obscure bug. How users could fill out a form without visiting the page?Google Chrome introduced Incognito. Firefox, Safari, Opera and Internet Explorer implemented as Private Browsing.Pages users visit in Private Browsing/Incognito will not leave traces, like cookies, on users' computers after they close all open windows.A normal visit to any page is not tracked during visits, regardless the navigation path. That includes other pages after the form is filled out.Private browsing is a relatively new feature. It is a new challenge to tracking, applicable to any software and company evaluating users activity.The new Do Not Track feature is a contributing factor for apparently incomplete Activity Logs.When users turn on the Do-not-track feature, the br

If you want to set or get a form field value in Javascript, you'll first need to find it's ID in the form.  Then it's a simple matter of using jQuery to retrieve the value from the form.Get the field's IDFirst, get the HTML ID for the form field you want to edit.  In the Design Studio, select a landing page that contains the form and preview the page.View the source 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 like "Email" or "First Name". Please ensure that you have access to an experienced JavaScript developer.   Marketo Technical Support is not set up to assist with troubleshooting JavaScript.Is this article helpful ?YesNoSearch for the "id" attribute in the "input" tag for that field.  Below, the id is "FirstName".<label>First Name:</label><span class='mktInput'><input class='mktFormText mktFormString mktFReq' name="FirstName" id="FirstName" type='text' value="" maxlength='255' tab

You can download the HTML for this newsletter template: To customize the style:Copy the email template to any text editor.Replace #312B7B with your corporate color.  Download TrayColor if you need a tool to get the color from your website.Replace the Logo with your own logo (search for "logo" in the source).  If you upload an image to Marketo for this purpose, make sure to use the full URL.Replace the Title at the topReplace the Contact Info in the footer at the bottomOptional -- change the sidebar width (search for "250px")*Paste back into the Marketo Email Template and Preview.  Everything should be ready to go.*The Curved Paper with Sidebar will not render correctly if you change the sidebar width.If you are interested in submitting an email or landing page template, please send the following to community@marketo.com:A brief description of the newsletterAn HTML version of the template

This standard landing page template was submitted by Marketo customer Veeam.*NOTE: This is a customer submitted template that has not been modified by Marketo.  It is recommended that you have an HTML proficient person edit and fine tune the code before using.Steps to make this your own:Download the HTML below.Replace the logo & CSS with your own files.  Change the heading color with your own.Test!

Issue: Your Salesforce sync is not working because the password for your Salesforce sync user expired. You will see an error in Marketo saying: describeSObject failed - The users password has expired, you must call SetPassword before attempting any other API operations. Similar to this:  Resolution: To resolve this error temporarily, you will have to change both your password and security token in Salesforce and then update these credentials in Marketo under Admin -> Salesforce -> Edit Credentials -> update both your password and security token in the 2 boxes illustrated below then press the Save button:  To permanently fix this issue, you will need to change the password policies in Salesforce so that your password never expires in Salesforce. To do this, in Salesforce, go to Setup -> Administration Setup -> Security Controls -> Password Policies -> User passwords expire in -> Never expires -> Save for your "your_sync_

Using the Marketo SOAP API, you can check whether or not your website visitors have filled out a form and present them content accordingly.The following code below is unsupported and is intended to help you develop your own solution.In the resources section of the Marketo website, we use this method for our premium content. For leads who have already registered, their links go directly to the resource. Leads who haven't registered are given links to a landing page. In both cases, the link appears the same.Behind the scenes, a cookie is used to store whether or not this lead has registered:If the user has the premium registration cookie, the premium links are shown.If the user does not have that cookie, the lead's record is retrieved via the SOAP API. Based on the lead's record:If the lead has a valid email address, the premium content links are shown and the premium registration cookie is set.If not, the premium content links are not shown. Instead, they take leads to a landing page to

On your Marketo landing pages, if you want to retrieve a URL parameter via Javascript, here's how to do it.First, identify the URL parameters you want to capture. We'll use Google search parameters -- "utm_keyword" "utm_campaign" "utm_term" and "__kk".Please ensure that you have access to an experienced JavaScript developer. Marketo Technical Support is not set up to assist with troubleshooting JavaScript.Below is the Javascript you'll need.  Add this to your landing page with a Custom HTML element or by editing a landing page template:<script language="Javascript" src="/js/public/jquery-latest.min.js" type="text/javascript"></script><script src="/js/public/jQueryString-2.0.2-Min.js" type="text/javascript" ></script><script>  // to set cookies.  Uses noConflict just in case  var $jQ = jQuery.noConflict();  var utm_keyword = $jQ.getQueryString({ ID: "utm_keyword" });  var utm_source = $jQ.getQueryString({ ID: "utm_source" });  var utm_term = $jQ.getQueryStr

Attached to this article is a PHP implementation of Marketo's SOAP API.  This is unsupported, but you can use it freely as a starting point for building your own SOAP API client.Learn more: Marketo SOAP API

Are you looking for a quick template to use in Marketo?  We have certainly got you covered with quite a number of options.1.   Visit our Template Marketplace at templates.marketo.com.2.   Select a template that you want and click the Import Template button.3.   On the tab or window that opens, login to your instance of Marketo.4.   Your Program Import will automatically begin.That's all there is to it.  Your template is ready for you to use.

Supported CRMs Marketo has out-of-the-box, bi-directional sync support for the following CRMs:Salesforce.comMicrosoft Dynamics CRM 2011 Online, On-Premises and CRM 2013 Boomi Connector Through our partnership with Boomi, you can sync other CRMs to your Marketo system through one of their connectors.  Contact your account executive or the Marketo sales team to learn more about this.Unsupported CRMs If you use an unsupported CRMs, here are the methods we have available for your integration:Import/ExportReview the following articles to use a CSV spreadsheet to import and export leads from Marketo:Import leads from a spreadsheet into MarketoExport a listCustom FieldsIf you contact the Marketo Success Team, we can set up custom fields for your account as you need them.Send AlertUsing the Send Alert flow step, you can inform your sales team, using email, about noteworthy events, including a link to the lead's details.  You can also format your emails with XML so

Fixes released for October 2014 Issue KeyIssue SummaryLM-49492Apostrophe Translation error in calendar entriesLM-49223Behavior in text tokensLM-49111LM-48255 - Timezone showing incorrectly in 'Preparing to Run' field of schedule tabLM-49045mkt_tok causing double && in links with parametersLM-48775UI : Opportunity Text overlapping in AnalyzerLM-48543Forms 2.0 on IE browsers - required fields pop up tool tip unexpectedlyLM-47779web page constraint on filled out form filter is ignored if value is invalid.LM-47312LM-41575 Program analyzer : Program names do not appear when a non-English language is chosenLM-44272unable to clone landing pages from landing page list in Design StudioIs this article helpful ?YesNoFixes released for September 2014Issue KeyIssue SummaryLM-47761Form 2.0 field uneditable and UI issueLM-47561Visibility rules for field A do not include custom field B unless field B has a labelLM-47559analytics email performance report showing first and last activity dat

This article explains how to enable tracking if your Google AdWords ad is configured to link to any landing page on your website, which may or may not have a Marketo form on it. The destination landing page converts the URL parameters into cookies. The page with the form has embedded JavaScript code to read the cookies and insert the values to the appropriate hidden form fields. High-level Requirements Create custom PPC fields to capture the PPC information Add those fields as hidden fields to the Marketo form(s); configure the hidden fields to get their value from the URL Parameters Add parameters to your destination links in Google AdWords ads using static values or ValueTrack parameters; you can use the Marketo or Google URL builder to simplify this Decide on an 'original' or 'most recent' PPC source strategy[REQUIRES CODING] Add JavaScript code to convert URL parameters into cookies, on all landing pages you plan on linking the Google Ad to.   If your PPC strategy is t

In late May 2011, the European e-Privacy directive went into effect in Europe. This directive legally mandates that websites tracking users with cookies must obtain explicit consent from the person before dropping the cookie. Marketing automation will become an even more powerful revenue engine when online participants feel safe about their data.  In addition to being given the option to opt-in to marketing and lead nurturing programs that are relevant to them, with the standardization of privacy protections, unsavory players will be cut out of the market. Businesses that are trusted will excel in this environment. What is a cookie? A cookie is a very small piece of software code that websites use to track visitors. What do these regulations mean? When asking permission, the website must be clear on what data is being tracked and how it will be used. A record of the permission confirmation action (e.g. clicking an agreement link) must be retained.What if I am based in the US? Th