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Issue You are experiencing slow processing of campaigns, smart lists, and reports.     Solution There are three key components that can slow down an instance: Number of trigger campaigns: Trigger campaigns are always on, always listening.  If there are 50 campaigns triggering at the same time, all the 50 triggers will be in queue, slowing down your processing and routing inside Marketo. Solution: Reduce the number of Triggers. Convert some of the triggers to batches: Batches also run all the flow steps for every lead at once, instead of serially, which reduces total processing time.   Complexity of smart lists: The more complex a smart list, the harder it is for the system to figure it out, which increases backend processing and even creates campaign failures from timeouts. Solution: Reduce the number of nested smart lists called in a smart list. Whenever you ask Marketo to call another Smart List, it has to wait until all of the other smart lists finish, before putting together the final counts. Instead of Marketo looking for the list and running it, just put the filters in the trigger itself.   Volume of Leads: With regular cleaning and good systems design, it is fairly easy to keep your system running fast. Reduce the number of leads that can flow through with filters. Clean up the inactive leads at regular intervals.    
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Article Text Using URL parameters are an important way to organize your web analytics and tracking.   With Marketo Web Personalization, when a web visitor clicks on a personalized Web Campaign we add a parameter to the URL. This parameter is "?iesrc=ctr". Having this parameter allows you to report on your web analytics to see and compare all the clicks on Web Personalization campaigns and overall performance of your personalization strategy.   The Marketo Predictive Content application also includes a URL parameter every time a visitor clicks on predictive content (from the bar, rich media or email). The URL parameter used here is "?iesrc=rcmd".   You can also add your own UTM parameters to the URL link you have in your Web Personalization Campaign or your Predictive Content piece.   The most common URL parameter tools we see customers using is the Google Analytics tool.   In their words "This tool allows you to easily add campaign parameters to URLs so you can track Custom Campaigns in Google Analytics. See: Campaign URL Builder — Google Analytics Demos & Tools". Make sure to follow the best practices: Best Practices for creating Custom Campaigns - Analytics Help    
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Article Text Image: Step Flow for Predictive Content for Web and Email What is Auto Content Discovery? This post explains the first part of the flow image above: discovering, mapping and tracking your content assets. Content Discovery is used in the Predictive Content app to auto-discover all the content assets (videos, pdf, blog posts, press releases, white papers, etc.) on a website/domain. Once discovered, you have the ability to see how your content is performing and to decide which pieces of content should be prepared, approved and enabled for the Predictive Content outcomes on web (either in the recommendation bar or rich media) and email.   Setting up Predictive Content and Content Discovery See Set Up Docs: http://docs.marketo.com/display/public/DOCS/Getting+Started+with+Predictive+Content Steps RTP Javascript tag is installed on all your web pages (Note: RTP is now called Web Personalization) Set Asset Discovery to On Asset Discovery auto-discovers extensions (PDFs, PPT, MP4, OFF, WEBM) and a click/view on embedded videos (Youtube, Vimeo, Wistia) Create URL Patterns Setting URL patterns auto-discovers content when a web visitor clicks on the HTML web page relevant to the content pattern The URL syntax pattern determines your ability to optimally use this feature (e.g., to create a pattern for press releases, your press releases should all be stored on a page identified as www.yoursite.com/press-releases/*). How is content auto-discovered? The content discovery technology uses an event listener that runs on every web page (where the RTP Javascript tag is installed) and waits for a web visitor to click on a URL link or arrive directly on that web page in a browser. If that link includes an extension (PDF, ppt, embedded video) or matches the URL pattern defined, then it will be discovered and added to the All Content page in the Predictive Content app.   Only content pieces that a web visitor interacted with (clicked on or viewed) once the RTP Javascript tag has been installed are discovered via Content Discovery. If the content is already discovered, then it will add to the tracking and views of those discovered content pieces. You can also manually add new content to be listed and tracked in the All Content page.   Image: All Content Page in the Predictive Content app displaying and tracking all discovered content What data is discovered? Visitor Data (Used for Analytics + Predictive Algorithm) Pages Viewed  - number of page views by the user in the session Visit Count for Web Visitor Last Content URL Seen Last 5 Content Assets clicked via Predictive Content that have been seen by this visitor in last 90 days Last Web Campaigns Seen - 10 last campaigns per session (within the last 5 sessions) Inferred Organization Inferred, Industry, Size, Revenue Inferred Country, State, City Search Term   Content Data  Extensions Video (Youtube, Vimeo, Wistia) Video Name Video URL Video Image URL PDF PDF Name PDF URL   URL Patterns (HTML pages) Found via metadata of the HTML page Content Name Content URL Content Image URL Content Description What data is auto-populated during the auto-discovery phase? Based on the content data we discover, the aim is to populate as much of the Predictive Content as possible, making it quicker, easier and involving less prep work for you. However, you do still need to review the discovered content, then approve and enable it for the Predictive Source (Email, Rich Media, Recommendation Bar). Assuming we discover an HTML page defined in URL patterns, this HTML content piece will be populated in the following fields in Predictive Content:   Predictive Content Fields Auto-Populated Value Notes Content Name (Content Name) Unique Value Content URL (Content URL) The URL is consistent for all sources (email, bar, rich media) Categories Video OR Category Name from URL Pattern If Video discovered, the category is populated as Video. Category populated from defined URL Pattern. e.g. Marketo.com/blog = Blog all discovered content based on this URL will receive Blog as a category Category is consistent for all sources (email, bar, rich media) Content Title (Content Name)   Email Title (Content Name)   Email URL (Content URL)   Email Image URL (Content Image URL)   Email Button Label Read More Not Auto-populated. Default is "Read More". Rich Media Title (Content Name)   Rich Media URL (Content URL)   Rich Media Image URL (Content Image URL)   Rich Media Description (Content Description)   Bar Title (Content Name)   Bar URL (Content URL)       Image: Example of Populating Metadata for HTML content into Predictive Content
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Article Text Included in this Article:     Enabling or Checking if the Tag is Enabled Validating the Tracking Code Checking if the Tag Executes the Tracking and Personalization Code   Enabling or Checking if the Tag is Enabled        Log in to RTP and enable the tag within the Account Settings page.          Confirm the Tag toggle is set to On     Validating the Tracking Code   Check if the RTP tracking code is injected into your website's pages.        In a web browser, open the developers console. Go to Network, Search for rtp. Locate the rtp.js.     Checking if the Tag Executes the Tracking and Personalization Code   You should see four RTP calls: rtp.js trw msg, appearing twice   If you only see the first rtp.js call but not all other calls, check the following:   Validate the tag's account ID In RTP, go to Account Settings, click Generate Tag, and confirm the correct Account ID Confirm the Account ID is the same in the code installed on this page (it's case sensitive) Validate there are no javascript errors. In Developers Tools, go to the Console tab and check if there are any error messages related to RTP or to jQuery Validate the tag is injected properly Check if the tag is not cutting code lines or any remark elements are not there. The RTP tag is between remark elements. Some of the RTP code lines are commented In the Developers Tools, go to Sources and add break points in the RTP tag. Refresh the page and see if there are any errors.
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Article Text Included in this Article: Overview Attributes Settings Firmographics Known Profiles Behavioral Device/Browser API   Overview   In the Web Personalization platform, you can set up segments to target your leads and site visitors into groups based on certain attributes. These attributes can be found in the segment editor. To navigate to the segment editor:           Go to the Segments page          Click the button to create a new segment, or the Edit button to edit an existing segment          Attributes are found in the segment editor, arranged into categories such as Firmographics, Known Profiles, etc.     These attributes and the values that they can take on are described below. To learn more about segments, visit RTP Segments - Marketo Docs     Attributes   Settings   Firmographics   Known Profiles   Behavioral   Device/Browser   API
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Article Text Explanation: In RTP the tracking is session-based, similar to most web analytics tools. A session starts with the first page view and ends 30 minutes after the last click on the website. For example: Scenario   RTP Result Visitor views 1 page on the website and leaves 1 visit & 1 page view Visitor views 2 pages on the website within 30 minutes and then leaves 1 visit / 2 page views Visitor views 1 page on the website, leaves, then returns 45 minutes later and views 1 page 2 visits / 2 page views
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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 under 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 your 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 Variables (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 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 Currently 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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