How to test known lead targeting in Web Personalization (RTP)

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    Overview

    One of the most important steps in setting up new segments in RTP is testing it to make sure that it's working properly. This article will show how you can test known lead targeting in RTP.

     

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    Testing

    1. Fill out a Marketo form on your webiste using a brand new email address that doesn't exist in this Marketo instance yet.

    2. Go to the Lead Database and locate the new lead

    3. Create a segment in RTP that targets known leads with the new email address:

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    4. Wait 5-10 minutes and refresh the webpage

    5. Check if you matched the segment. You can check this by finding the lead under "Leads" and then select the lead to see what Segments it matches on the right:

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