Naming Convention Update

Version 22

    Included in this article

    Overview

    Over the past year, we've been working to make some changes to the Marketo platform. As part of this initiative, we’ve updated naming conventions for some of our products and made some changes to the UI. That includes the following:

     

     

    Changes to Marketo Field Names

    • The words “Lead/Leads” have been replaced with “Person/People” and in some cases “Sales”, throughout the Marketo solution.
    • In some cases, we’ve removed the word “Lead” completely. For example, “Lead Database” has been replaced with “Database.”
    • These changes will be reflected in standard field names. (See below for a complete list)
    • Lead tokens will remain unchanged.

     

     

    Changes to Real-Time Personalization

    • Real Time Personalization (RTP) has been renamed to “Web Personalization.” If you have this feature enabled, you will see this name change along with a new tile in MyMarketo to access it.
    • “Predictive Content” is accessible now via its own tile in MyMarketo.

     

     

    Changes to Marketo Docs

    Marketo documentation will be updated to reflect these terminology changes in the near future. In the interim, you may see references to “Lead/Leads” in the docs. Please note that all instructions currently listed in the docs remain the same.

     

     

    Field Names and Tokens

    The following changes have been made to Marketo Field Names. Tokens will not be changed.

     

    Previously Named

    Now Named

    Field Name: Lead Owner Email Address

    Token: {{lead.Lead Owner Email Address}}

    Field Name: Sales Owner Email Address

    Token: {{lead.Lead Owner Email Address}}

    Field Name: Lead Owner First Name

    Token: {{lead.Lead Owner First Name}}

    Field Name: Sales Owner First Name

    Token: {{lead.Lead Owner First Name}}

    Field Name: Lead Owner Last Name

    Token: {{lead.Lead Owner Last Name}}

    Field Name: Sales Owner Last Name

    Token: {{lead.Lead Owner Last Name}}

    Field Name: Lead Owner Job Title

    Token: {{lead.Lead Owner Job Title}}

    Field Name: Sales Owner Job Title

    Token: {{lead.Lead Owner Job Title}}

    Field Name: Lead Owner Phone Number

    Token: {{lead.Lead Owner Phone Number}}

    Field Name: Sales Owner Phone Number

    Token: {{lead.Lead Owner Phone Number}}

    Field Name: Lead Notes

    Token: {{lead.Person Notes}}

    Field Name: Person Notes

    Token: {{lead.Person Notes}}

    Field Name: Lead Partition

    Token: {{lead.Lead Partition}}

    Field Name: Partition

    Token: {{lead.Lead Partition}}

    Field Name: Lead Rating

    Token: {{lead.Lead Rating}}

    Field Name: Rating

    Token: {{lead.Lead Rating}}

    Field Name: Lead Revenue Cycle Model

    Token: N/A

    Field Name: Revenue Cycle Model

    Token: N/A

    Field Name: Lead Revenue Stage

    Token: N/A

    Field Name: Revenue Stage

    Token: N/A

    Field Name: Lead Score

    Token: {{lead.Lead Score}}

    Field Name: Score

    Token: {{lead.Lead Score}}

    Field Name: Lead Status

    Token: {{lead.Lead Status}}

    Field Name: Status

    Token: {{lead.Lead Status}}

     

    For more information about Tokens, please see the Tokens Overview article.

     

     

    Real Time Personalization (RTP)

    Real Time Personalization (RTP) has been renamed to “Web Personalization.” If you have this feature enabled, you will see this name change, along with a new tile in MyMarketo to access it.

     

    Old

    New


    RTP.png

    web.png

     

    Although references to "Lead/Leads" has been changed to "Person/People" in these apps, the term "Visitors" will remain. This is because Leads/People refers to known people that exist in your database, while Visitor refers to all web visitors (both known and anonymous).

     

    For more in depth information about what Web Personalization can do, check out our documentation at Web Personalization - RTP.

     

     

    Predictive Content

    Our “Predictive Content” product is now accessible in MyMarketo, via its own tile. Predictive Content is the new name for RTP’s Content Recommendation Engine, which allows content assets to be promoted to people visiting your website. It has been upgraded and now will not only engage your web visitors, but also your email recipients with the most relevant content, powered by machine learning and predictive analytics.

     

    New


    Predictive Content tile - single.png

     

    For more information about Predictive Content, check out our documentation at Predictive Content.

     

     

    Lead Database

    The following changes have been made to Lead Database terminology.

     

    Previously Named

    Now Named

    Lead Database

    Database

    Lead

    Person

    Leads

    People