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Article Text Overview RTP works very closely with your Marketo Lead Database to pull information about previous visitors, which makes it important for Marketo and RTP to keep accurate and matching information about visitors. There are 3 scenarios that can arise based on how much information is known about the visitor, and each is handled differently. These scenarios are described below.     New Lead with no Email Address and no Marketo Cookie When this kind of lead fills out a Marketo form: Their Marketo cookie is created Lead details will be updated and the Marketo-RTP sync process is initiated The lead will then be known to RTP and potentially eligible for personalized campaigns         Lead with Email Address but no Marketo Cookie When this kind of lead receives a Marketo email campaign and clicks on a link in the email: A new Marketo cookie is created for them This creation initiates the Marketo-RTP sync process     Known Lead with an Email Address and Marketo Cookie Any changes to the lead's data will be synced between Marketo and RTP within 5 minutes
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Article Text Included in this article   Overview Specifying a Target URL Adding Multiple URLs Overview Have you ever wanted to have an RTP campaign only show up on specific pages? This article will go over the steps needed to make an RTP campaign do just that and only show up on certain pages.   Specifying a Target URL When editing a campaign, there is a section labeled "Target URL" (right u nder where you choose the Segment the campaign uses). This is where you can specify the URL(s) you would like to display the campaign on.     Adding Multiple URLs If you would like to include multiple pages you can use the green plus button to open the multiple value entry option.    
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Article Text Included in this article   Overview Embedding Videos into RTP Campaigns Overview RTP will allow you to embed a form into a campaign, but what about videos? That can be done too!   Embedding Videos into RTP Campaigns To embed videos in your RTP Campaign, you will first need to get the embed code or iFrame code information for the video service you are using.  We have links to instructions for some common video players below.   YouTube Vimeo Wistia Kaltura   Once you have the necessary code, open the RTP Campaign Editor, click on the HTML icon to open the HTML Source Editor, and paste the embed code into the campaign.  
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Article Text Included in this article   Overview Including and Excluding pages Examples of exclude/include configuration entries Maximum number of Inclusions / Exclusions Alternate way of hiding CRE Troubleshooting Overview The Content Recommendation Engine (CRE) allows you to recommend specific content you'd like to promote. However, sometimes you may not want to include it on certain pages. You can exclude these pages from having the CRE on them by specifying those URLs in Account Settings as pages to be excluded.   Including and Excluding pages You can select pages to exclude/include for the CRE display: In RTP, go to 'Account Settings' Under the 'Domain Configuration', locate the 'Recommendation Engine' section Choose to 'Include' or 'Exclude' Paste the URLs you want to include/exclude (e.g. /contact_us*; *action=logout*, (use * for wildcards) Use semicolon as separator)   Examples of exclude/include configuration entries         Maximum number of Inclusions / Exclusions The maximum character limit for the Inclusion / Exclusion field is 1,000 characters.     Alternate way of hiding CRE You can place the following HTML code on pages where you want to hide the recommendation engine:   <style> .insightera-tab-container-bottom{      visibility: hidden !important; } .insightera-bar{        visibility: hidden !important; } </style>     Troubleshooting If you have trouble with your Content Recommendation Engine Bar showing up in places it shouldn't, check out Troubleshooting Web Personalization (RTP) - Content Recommendation Engine Bar shows up on all or excluded pages
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Article Text Included in this article   Overview The Background The Problem The Solution Overview RTP gives a dashboard that provides lots of valuable information about your RTP instance and how everything is performing. One of the widgets in this dashboard is Top Industries. This widget is designed to give you a breakdown of the top performing industries, but sometimes the industry widget is empty:   The Background When a segment is saved in RTP, it is automatically assigned a type.  If the segment contains only the Industry filter, then it is assigned the 'Industry' type and is included in the Industry widget on the dashboard. So, this widget only contains information on Industry segments. If it is not an Industry segment, it will not be included here.   The Problem You can obviously add more filters to the segment other than Industry. However, if the segment contains other filters, then it is assigned the 'Complex' type and is not included in the Industry widget. The only information that will display in the Industry widget is what comes from segments that use only the Industry filter and that alone.   The Solution If you'd like a particular segment to display in the Industry widget, there are two options: 1. Remove the other filters other than Industry. 2. Create different additional Industry-only segments.
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Article Text Included in this Article: Overview Edit the CRE Settings Edit the HTML   Overview   The Content Recommendation Engine (CRE) is a powerful tool that can recommend selected content based on a visitor's information in the Marketo database. While you may want the CRE to appear on any page in your website, you may only have certain pages which you do or don't want the CRE to appear. In this article, we will demonstrate two ways of achieving this inclusion or exclusion of the CRE.     Edit the CRE Settings   First, go to Account Settings     In the Domain tab of Account Settings, you will find the options for customizing the appearance of the CRE     Enter the URL you wish to include or exclude in the URL Path field     You can use wildcards tokens (*), which will match any character or sequence of characters, to match other pages on your website.         Edit the HTML   If you know how to edit your website's HTML code, you can edit the code to exclude pages. Between the <head> </head> tags on the page you wish to include, insert this CSS code:     <style> .insightera-tab-container-bottom{      visibility: hidden !important; } .insightera-bar{        visibility: hidden !important; } </style>     If you don't know how to edit your website's HTML, let the developer of your website know you want to have this done.
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Article Text Included in this Article: Overview Check if Data is Being Transferred to GA Troubleshooting Steps Check if GA is Enabled Verify both RTP and GA tags are loading on your website Check GoogleAnalyticsObject customizations   Overview Data from RTP can be linked to Google Analytics (GA) for further analysis. Below we show you how to check if data is being transferred and a few troubleshooting steps if you find that it isn't.   Check if Data is Being Transferred to GA        Log in to GA and navigate to Reporting > Behavior > Events > Top Events You should find events with either the category "Insighterra" or "RTP". If not, another place to check for incoming RTP data is in the Custom Variables tab.      Navigate to Reporting > Audience > Custom > Custom Variables If you use custom variables, you should see RTP data populated here.   If you expected to see populated data in either of these two areas but you aren't seeing any, then you are having issues with your RTP-GA integration. Check out the steps below for some troubleshooting tips.     Troubleshooting Steps If you have confirmed that there is no data flowing to GA, there are a few troubleshooting steps which you can take.   Check if GA is Enabled        Go to Account Settings       At the bottom of the page, verify that Google Analytics or Google Universal Analytics is enabled. Only one of these integrations should be enabled at a time - if both are, disable one of them.   If neither is enabled, go ahead and enable one of them. Follow this article to learn more about enabling and integrating GA with RTP.     Verify both RTP and GA tags are loading on y our website   To verify this, you will need to navigate to your web page and open the browser's developer tools window. Follow this link to learn what the developer tools window is and how to get there on different browsers and operating systems.        Navigate to your browser's developer tools          Click the Network tab and search for "analytics.js" and "rtp.js"   If both "analytics.js" and "rtp.js" show up in your search, then both RTP and GA are loading on your website. If one or both are missing, go through these steps to add an RTP tag to your website, and these steps to add a GA tag.       Check GoogleAnalyticsObject customizations   If you're using Google Universal Analytics, check if customizations have been made to the GoogleAnalyticsObject . Read this article to learn more about this object and its possible customizations. To check for customizations, follow the steps below:        Click on the Console tab in the developer tools and run GoogleAnalyticsObject          Type "GoogleAnalyticsObject" and hit Enter to check the object's type     If the object's name is "ga", then you are in the clear. If not, unfortunately we do not currently support the customization.    
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Article Text FAQs included in this article   How long does it take to see RTP data in Google Analytics? Should I develop any custom code to send the RTP data to Google Analytics? Are the data events sent to Google Universal Analytics marked as non-interation? What needs to be configured in Google Tag Manager to enable to GA integration Important note about getting help from Marketo Support: Overview RTP has great a integration built in with Google Analytics that will pass data through for you. This doc will answer some of the most frequently asked questions about this integration.   How long does it take to see RTP data in Google Analytics? Custom V ariables (classic Google Analytics version) or Dimensions (Google Universal Analytics version) should show up after up to 24 hours. Custom Events show up in Real-Time   Real-Time Data details: About Real-Time - Analytics Help Real-Time Data is available in all Google Analytics accounts. No changes to the tracking code are necessary. To see Real-Time data: Sign in to your Google Analytics account. Navigate to your view. Select the Reporting tab. Select Real-Time.     Should I develop any custom code to send the RTP data to Google Analytics? No, all data is sent automatically by RTP to Google Analytics behind the scenes.   Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs     Are the data events sent to Google Universal Analytics marked as non-interation? Yes. The RTP script sends data events to Google Analytics (both Classic and Universal) as non-interation, so it has no affect on bounce rate and pageview metrics. Google Universal Analytics version:      ga('send', 'event', 'RTP-Segments', 'segmentName', 'organizationName', null,   {'nonInteraction': 1}  ) Classic Google Analytics version:      _gaq.push(['RTP-Segments', 'segmentName', 'organizationName', null, true]);     What needs to be configured in Google Tag Manager to enable to GA integration Nothing. Everything is done automatically by the RTP tag and behind the scenes once the integration is set up correctly.   Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs     Important note about getting help from Marketo Support:  
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Article Text Overview These instructions will show you how to add a filter to Segments that will prevent a visitor from seeing the same campaign twice. When done this way, each visitor will only see the associated Campaign once and won't see it again.     1. Locate and select the User Context API filter (in the API category).     2. Select "Campaigns - Viewed" from the "Select field to add" drop down.   3. Select "is not" and insert the Campaign ID.     Where to find the Campaign ID The Campaign ID is the identifier used by RTP to specify which Campaign you are referencing. It can be found in the URL for the campaign once you've navigated to it. Look for the number in the end of the URL, just after "reactionId=".             4. Click the plus sign to add a second field to the filter. Choose "Campaigns - Viewed" as the second field, same as the first.   5. Select OR from the AND/OR field. 6. Select "is empty" for the second Campaigns Viewed filter option. S     Finally please make sure that the campaign is not marked as "Sticky", as this will make it appear every time.   You're all set! This segment will now only match visitors who have not seen the campaign yet.
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Article Text Included in this Article: Overview Checking for Segment Matches Reasons for not Matching Typos Non-exact Matches   Overview   Using segments, you can target specific organizations by using the Named Accounts attribute in the segment editor. With this attribute, you can select all organizations in a Named Account List or by manually selecting organizations.     However sometimes we see one of those organizations visiting the website but it doesn't match the segment, even though it is included in the segment list.     Checking for Segment Matches   If a list was created manually, it's possible the organization wasn't included in the segment list in the first place. To check:        Go to the Organizations tab          Use the search bar to search the name of the organization in question   If the organization was entered in the list correctly, it will be found through the search. If it does not appear in the search results, there are two issues that are likely to have arisen.     Reasons for not Matching   Typos Luckily, typos are easy to fix. Simply edit the organization's name to match the spelling you wanted it to take on.   Non-exact Matches Even if an organization is spelled correctly, it will still not match the organization listed in the segment if the names aren't exactly the same. It is very common for companies to have different names for their organization.       To fix these non-exact matches, you'll have to be clever about how you name your organizations. In RTP, an important character to know is the wildcard character, represented by an asterisk (*). A wildcard character will match with any character or sequence of characters   For example, the string "Salesforce*" will match all three of the above spellings ("Salesforce.com", "Salesforce.com Inc.", and "Salesforce Ltd") because they all begin with "Salesforce". For more examples on how to use wildcard characters, follow this document: RTP Glossary - Marketo Docs   However, you must be careful using wildcards characters, because you could potentially match organizations that you didn't intend to match. For instance, the string "Salesforce*" will not only match the three examples above, but also a company named "Salesforce Finance", a completely different company.
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Article Text Overview:   In some cases you may want your RTP campaign to display only on your site's hompage. This article will show you how to do just that.        Navigate to your Campaigns page          Edit the existing campaign          Set the "Target URL" to your homepage       This will set the campaign to appear on your homepage. If you are hoping to include the campaign on other pages throughout your website, you must check the "Any Page" field below the Target URL.
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Article Text Included in this article   Overview Include Pages Target URL Use Case   Overview Target URL and Include Pages are both RTP terms that sound the same and get confused together, but they have different uses and meanings. This doc will go over what the differences between them are and how each can be used.     Include Pages " Include Pages " is a filter used in Segments that will look for visitors who have been to specific pages. This filter will make the segment match for the visitor when they go to the designated page during the visitor’s session. If the visitor goes to one of the "Included Pages" during their session, then they match for the segment.     Target URL " Target URL " is used in RTP Campaigns. In the campaign editor, the Target URL defines which page(s) the campaign will be displayed on. So, whenever the campaign is called by a segment, it will only be displayed on those pages specified in the Target URL area of the campaign. If the visitor is not viewing one of these specified pages, the campaign will not show.     Use Case By using these together, you can create a campaign that will be displayed on your homepage (the Target URL) only if the visitor first viewed the pricing page (the Included Page). So, let's say your visitor went to the pricing page to look at Product A, then went back to your home page. You can have a campaign display info about Product A on your homepage knowing that the visitor is interested in that product already.    
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Article Text Included in this Article:     Overview Check Tag and Content Discovery are On Check Content Patterns Verify Content Discovery is Working   Overview   If you notice that RTP is not tracking clicks to your Content Discovery pages, there are a few troubleshooting steps you can take.   Check Tag and Content Discovery are On       Go to Account Settings          Check Tag and Content Discovery     "Tag" and "Content Discovery" must both be enabled for Content Discovery to work. Follow this article if you are having issues with your RTP tag or want to verify that it is working correctly.   Check Content Patterns        In Account Settings, go to the Content tab     Check that the URLs entered in the Create Content Patterns section match the URLs you wish to use with Content Discovery       Verify Content Discovery is Working   Once you've made changes the Content Discovery setup, visit any page in the Create Content Patterns section. If the Content Discovery is working, visiting the page should increase the click count and capture you as the visitor. To check if this worked the way that it should, after visiting the website you should:        Go to the Visitors page under Analytics     Use the search tool in the visitor database and search for the URL that you visited. It should return a list of visits to that site with your most recent visit at the top. If the Content Discovery is working correctly, the visitor database should have tracked your visit and it should appear among the list.     Check to make sure the time stamp matches the time you visited the page. The time stamp can be found under the Visitor Information section after clicking on the visitor.
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Article Text Included in this article   Overview Editing Labels Deleting Labels Overview RTP will allow you to add labels to your Segments and Campaigns. Here are the directions on how to do so: Label Your Segment - Marketo Docs - Product Docs Label Your Campaigns - Marketo Docs - Product Docs Sometimes Labels need to be changed or removed.     Editing Labels Currentl y it is not possible to edit labels   Deleting Labels You can delete labels using following process: 1. Filter the the page by the label you want to remove. 2. For each segment or campaign displayed, click the select box and then click Set Label 3. In the Set Label list, uncheck the label you want to delete.  When the label is removed from all segments/campaigns, it will be removed automatically  
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Article Text Included in this article   Overview 1. Make sure the dialog box dimensions are set: 2. Make sure your image also has dimensions properly set: 3. Access the HTML for the campaign: 4. Insert the following CSS into the campaign's HTML: 5.Save your changes and preview the campaign. There should be no more scroll bars.   Overview Have you ever had an RTP Dialog box campaign that ended up with scroll bars around the image? This doc will go show you the steps to remove those unwanted scroll bars   1. Make sure the dialog box dimensions are set:       2. Make sure your image also has dimensions properly set:       3. Access the HTML for the campaign:   4. Insert the following CSS into the campaign's HTML:   <style> #trwDialog{     overflow-x: hidden;     overflow-y: hidden; } </style>     5.Save your changes and preview the campaign. There should be no more scroll bars.
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Article Text Included in this Article:   Overview The Problem The Solution Rich Media Content Recommendation Engine Info     Overview The Content Recommendation Engine (CRE) is a powerful tool that will allow you to promote online content to your visitors based on their behaviors and the performance of the content itself. When the RTP tag is used on multiple domains, it will pull in all available content regardless of which domain it's on. For some marketers, this can be a problem.     The Problem With the standard Content Recommendation Engine, this is an expected behavior. You can't limit the the recommendations from one domain to stop showing up on other domains. The content being recommended will show across all domains where the RTP tag is in use.     The Solution There are two types of Content Recommendation Engine. The Rich Media Content Recommendation Engine will let you get around this problem.   The standard Content Recommendation Engine gives the bar along the bottom of the web page with the content recommendations in it. This recommendation engine is expected to have content extending across all domains where your RTP tag is in use.   The Rich Media Content Recommendation Engine will allow you to target which content you want to have in which places by categorizing the content and specifying which categories each web page should pull from.     Rich Media Content Recommendation Engine Info For directions on how to utilize the Rich Media Content Recommendation Engine, please see: Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs
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Article Text Included in this article   Overview Troubleshooting Steps Verify Global Settings Check for CRE Excluded URLs Verify Content Being Recommended Make Sure the Page Has the RTP Tag Running Clear Your Browser's Cache and Cookies Overview The Content Recommendation Engine allows content assets to be promoted to visitors on your website. But what happens if it stops working? This doc will show you the common things to check and troubleshooting steps to try to get it working again.     Troubleshooting Steps   Verify Global Settings The CRE can be switched on or off for your entire RTP instance whenever you want. It's possible that another user may have switched it off and not turned it back on again (it happens more often than you'd think). To enable or disable the CRE globally, go to the Account Settings page and look for the Recommendation toggle switch. Full directions can be found here.     Check for CRE Excluded URLs You have the ability to prevent the CRE from being added onto specific pages. If you have URLs excluded from allowing the CRE to be displayed, that would cause the CRE to no longer display on those pages. Many times the exclusion can be set and then forgotten, or set by a different user on accident. Directions on how to set up the exclusions can be found here Web Personalization (RTP) - How To Exclude or Include the CRE on Specific Pages     Verify Content Being Recommended Content assets can be switched on or off to designate whether that content should be included in the CRE recommendations or not. Each piece of content can be enabled or disabled individually, but if you don't have any enabled at all, there's nothing for the CRE bar to recommend, so it won't even show up on the page.     To check whether content is enabled, from the menu, select Recommendations     In the Content Recommendations page, look for the Recommendations column. This will list out all pieces of content you have in RTP and display whether they are enabled or disabled. The Red box means it is turned Off and is disabled. The Green circle means it is turned On and is enabled.     Make Sure the Page Has the RTP Tag Running The CRE is a feature of RTP, so if the RTP script tag isn't running on the page, there's no way for the CRE to work. The RTP tag can be implemented in many different ways besides by having it directly in the page's HTML, like having it in a tag manager. These other implementation methods can cause problems so be sure to follow the directions in the documentation here when setting it up: RTP Tag Implementation - Marketo Docs - Product Docs   If you know for sure that the RTP tag is on the page, here's documentation on how to troubleshoot what could be keeping it from loading properly: Troubleshooting Web Personalization (RTP) - RTP Tag   Clear Your Browser's Cache and Cookies Web browsers store cached data from websites, which can frequently cause old versions of webpages to continue showing even if a different newer version of the page should be loading instead. Try clearing both cache and cookies in your browser and then testing the page again. You can also test using a different browser.  
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Article Text Included in this article: Overview Missing or Extra Headers Issues with Quotes Invalid Characters Invalid Country or State Names   Overview   The Named Accounts feature is a way to target your RTP Campaigns to specific Accounts in a Segment. It's a powerful tool for targeting specific organizations, but you may encounter errors when uploading the list of Accounts you wish to target. This doc will go over over the most common problems experienced when trying to upload a CSV file to a Named Accounts list. To learn how to upload a Named Accounts list, follow this article.     Missing or Extra Headers   The first line of your CSV file should be, in order: Name, Domain, Country, State. Make sure there are no extra columns or white spaces at the end of the line. See the screenshot below for an example of how to format your headers     Issues with Quotes   Occasionally Excel will use curly quotes, which look like these: “ ”. However, curly quotes are not recognized by the uploader, instead the uploader will recognize straight quotes like these: " ". Any curly quotes will need to be replaced by straight quotes to resolve any uploading issues. To do this:   First, make sure your file is saved as a CSV file (.csv) and not an excel file (.xlsx) Right click on the file to open the CSV file using a text editor (ex. Notepad, TextEdit, etc) Find and replace both opening (“) and closing (”) curly quotes with a regular quote (")   Invalid Characters   This error is caused when there is an invalid character in the CSV file that you are trying to import.  This is particularly common in CSV files using non-English characters.  To rectify this, make sure your CSV file is UTF-8 encoded.  By default, Excel encodes characters in ANSI format, so if your file has non-English characters in it, you will need to convert it to UTF-8.  You can do this in Notepad or similar text editors using the following steps:   Open the CSV file in the text editor and click "Save As" Save as type: All Files (Make sure you include the .csv file extension in the file name) Change the Encoding to UTF-8       Invalid Country or State Names   If the location columns are in use (they are optional), check to verify that the countries and states are input in the correct way:   Country names should be either the full country name, or its two digit country code. Ex: United States or US State names should just be their two digit state code. Ex: CA, NY, OR Make sure that only US states are included in the 'State' column. Named Account lists do not support other countries' states or provinces.
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Article Text If no data is being sent from RTP to Google Analytics, make sure that the segment in question is linked to GA        Go to the Segments page          Edit the segment in question          Make sure Send segment to web analytics is checked on     Without this field checked, no data will be sent from RTP to GA regarding that segment.   To validate that RTP is sending data to your GA account, first log in to your GA account, and make sure the segment data is being populated in GA.        Navigate to Reporting > Behavior > Events > Top Events > Segments (Event Category) > Event Actions       If you find that some, but not all, of the data is being transferred from RTP to GA, visit this article to learn why there might be discrepancies.
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Article Text Image: Step Flow for Predictive Content for Web and Email What are Content URL Patterns? This post explains the first part of the flow image above: the discovery and tracking of content for the Predictive Content app. During the setup phase, the marketer defines their content URL patterns (See Create Content Patterns for more information), in order for Marketo to discover HTML content (e.g., blog posts, press release, news articles) across a domain. Setting URL patterns allows Marketo to auto-discover content when a web visitor clicks on the HTML web page within the content pattern. This content is then added to the All Content page in Predictive Content. Setting up URL Patterns Go to User Profile > Content Settings > URL Patterns. (For more information, see the Getting Started doc: Getting Started with Predictive Content) Image: URL Patterns Page   Rules for Content URL Patterns Use of a wildcard (*) is permitted throughout the expression. e.g., domain.com/*  or  domain.com/*blog* It's recommended to use /* at end of the expression to continue pattern discovery. e.g., domain.com/blog/* to discover all your blog posts in the blog folder Content Patterns are not case sensitive. URL Pattern: "domain.com/Blog/*" will discover all HTML pages on "domain.com/Blog" and "domain.com/blog" Parameters in URLs are not discovered. Auto-content discovery removes the URL parameters in order to avoid discovering the same content URL multiple time with different parameters.   Examples of Content URL Patterns   Domain URL Pattern Type Result domain.com blog/* Pattern Discovers all your content that matches the pattern domain.com/blog/. Example: domain.com/blog/5-top-tricks domain.com/blog/2017/new-year-solutions domain.com/Blog/3-best-recipes domain.com article/2017/* Pattern Discovers all your content that matches the pattern domain.com/article/2017/ Example: domain.com/article/2017/5-top-tricks domain.com *datasheets* Contains Discovers any URL that contains the word "datasheets" Example: domain.com/datasheets/5-top-tricks domain.com/blog/5-top-datasheets domain.com press-release Exact Only one HTML page is discovered: Example: domain.com/press-release domain.com   Exact If the domain is selected and the URL expression left empty, the URL pattern will discover only the home page Example: domain.com sub.domain.com blog/* Pattern Discovers all your html pages in the folder blog only on the sub domain sub.domain.com
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