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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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New Lead with no email address and no Marketo cookie: If a new lead fills out a Marketo form, their Marketo cookie is created, lead details (including the cookie) will be updated and the Lead-Database and RTP sync process will be initiated. They will then be known to RTP and eligible for 1:1 personalized RTP campaigns. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit.   Lead with email address but no Marketo cookie: When a known lead with no cookie (e.g. a lead from a tradeshow or a list) receives a Marketo email campaign and clicks on a link in the email and arrives to the website, the RTP script runs and a new Marketo cookie is created for them. The creation of the cookie is also sent to the Lead-Database and initiates the RTP sync process for this lead. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit.   Known Lead with email address and Marketo cookie: Any changes to the lead’s data will be synced between the Lead-Database and RTP within 5 minutes interval.
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The Named Accounts (or Account Based Marketing) module is sold separately. If you did purchase this module follow these instructions to create a new Named Account list. Common issues when uploading a new list: 1. Total number of records exceeded Root cause:  Each account is eligible for up to 10,000 named account records. Contact your account manager to purchased an additional package of records or remove old lists. 2. Your account is not enabled for uploading Named Account Lists. Contact your account manager for more details Root cause: You didn't purchase the Named Accounts module or your account is misconfigured and this module is disabled - contact support.  
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By default exported reports are limited to 100 rows but it can be changed by navigating to 'User Settings' > “Number of Rows in Excel Export”   The maximum number allowed is 10,000 rows    
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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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Issue You want to find the day that a piece of predictive content was discovered.     Solution There isn't a direct way to see the exact date a piece of content was discovered. What you can do is filter the results to content discovered during a specific time frame. Go to the "All Content" tab. Select the Calendar on the upper right side Choose the time frame and click Apply. Result: You will see only the content that was discovered during that time frame.   Who This Solution Applies To Customers with Real-Time Personalization (RTP) or Predictive Content.    
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Included in this Article:     Overview Why This Happens Two Ways to Fix this Problem Set the campaign as "Not Sticky" Use a dedicated Zone id that exists only on the page(s) to include in the campaign   Overview In the Web Personalization platform, you defined a campaign that included certain pages, but you are seeing the campaign appear on pages that you didn't intend them to appear on. Below, we will describe what might be the issue and how to solve it.     Why This Happens   When defining a segment using the "Specific Pages" parameter, every visitor that views this page will be matched to that segment. Once this happens, the "sticky" campaign will be triggered and will be displayed on every page that includes this Zone id parameter. After the visitor is matched to the segment and the campaign is triggered, the segment is not taken into consideration anymore, so this visitor will keep seeing the campaign every time the Zone id exists on the page.   Two Ways to Fix this Problem   Set the campaign as "Not Sticky"     This will make the campaign show up only once per session, and only when visitors are viewing the specific pages defined in the segment.       Go to the Campaigns page          Edit the existing campaign          Uncheck the box for "Sticky"       Use a dedicated Zone id that exists only on the page(s) to include in the campaign   In Zone campaigns are displayed in a particular zone in a website, designated by the Zone id.          Find "Zone id" in the campaign editor     Then, give the campaign a Zone id corresponding to a unique div ID tag on the desired site(s). This will ensure that once a visitor matches the segment and visited this page once, they will keep seeing the Call To Action (CTA) on this page.
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No - It’s done automatically and behind the scenes. The algorithms used by our proprietary technology automatically present relevant content to your audience segment using digital behavior, keyword search terms, and firmographics such as: geolocation, employee size, revenue size, and industry.   The recommendation engine uses predictive analytics and machine learning to predict which content asset will most likely to be individually relevant for each one of your website visitors to read.
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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.   This is a article attached image   1. Locate and select the User Context API filter (in the API category). This is a article attached image     2. Select "Campaigns - Viewed" from the "Select field to add" drop down. This is a article attached image   3. Select "is not" and insert the Campaign ID. This is a article attached image     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=".            This is a article attached image   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 This is a article attached image     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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All the Recommendation Bar customization options are available within the RTP account settings page:   Colors: Link Color: select the color from the dropdown choices. Background Color:select the color from the dropdown choices.   Font:   Font Size: type in the size in the 'Font Size' field (must be in pixels - px) Font Family: type in the 'Font Family' field Arrow Icon Color: select the color from the dropdown choices. Icon Font: select the icon style Icon Opacity: define the opacity level for the arrows     Advanced customization There is additional customization can be done by the support team: Horizontal Bar Position: bottom (default) /top Vertical Bar Position: right (default) / left  
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Issue When a piece of predictive content is approved the following error appears: "Action failed. Please contact support. Error code:24 Error message: Invalid email title Error message: internal error, reported to support." Solution Change the title of the content to less than 48 characters. This error indicates that the title for the content is too long. The maximum number of characters for a title in content AI is 48 characters.      
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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 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 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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Article Text Included in this Article: Overview Email Reports not Being Sent Check Report Preferences Fewer Leads than Expected Check Personal Regions Settings Cross-Domain Tracking Data Includes Own Company   Overview   All RTP users should be receiving a monthly and quarterly Summary Report.     This email evaluates the performance of campaigns and recommended content and compares it to that of the previous month or quarter. Performance is based on click count and number of visitors converted to known leads, whether direct or assisted. Direct leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in the same visit. Assisted leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in a separate visit, up to 6 months in the future.   If you would like to unsubscribe from the Summary Reports, see this article. Otherwise, several potential issues with Summary Reports are outlined below along with their potential solutions.   Email Reports not Being Sent   Check Spam Folder As a first step, try checking your spam folder. It's certainly possible that the email reports did not make it past your email client's spam filters.   Check Report Preferences In your RTP settings, you will be able to enable or disable email reports. If you are expecting reports but not receiving them, it is possible the reports were disabled in your preferences. To check:        Go to User Settings          Check the Email Report settings at the bottom of the page     Make sure to check the box for Summary Report and whether you would like a monthly or quarterly (or both) report. This page is also where you will be able to manage any other RTP email reports you wish to be subscribed to.     Fewer Leads than Expected   Check Personal Regions Settings Another page to check is the Personal Regions page. This page will allow you to display data in the Web Personalization platform and send email reports only related to the specified regions.          In User Settings, click the Edit Regions button         This should take you to the Set Personal Regions page:         On this page, you will want to verify that any region you may have leads in is checked (marked as included in your Personal Regions). If regions that you have leads in are not included, the Web Personalization platform will not display data from that region or include it in the email reports. This means that if you have leads that are not included in your Personal Regions, their activity will not be included in Summary Reports.   Cross-Domain Tracking If the visitor is shown a recommendation on one domain, but the recommended content is hosted on a different domain, two different sessions will be recorded. This divides the visit into two sessions: The click on the link to the recommended content, on the first domain The content itself and the form fill-out, on the second domain   Because the click and the form fill are in two different sessions, the lead will be recorded as an Assisted Lead rather than a Direct Lead. This applies for both top-level domains (www.firstdomain.com and www.seconddomain.com) and sub-domains (pages.domain.com and www.domain.com/new_page). Cross-domain tracking will ultimately skew your metrics towards more Assisted Leads. To reduce the impact of this limitation, keep content recommendation and the content itself within the same domain when possible.     Data Includes Own Company   Clicks and visits from your own company can significantly skew your summary data, as your own employees may be visiting the company website on a daily basis. Because of this, it is important to exclude your own company from the organizations contributing to your Web Personalization data. To do this:        Go to your Account Settings          Scroll to the bottom of the page to find the Exclude IPs field     In order to exclude your company's traffic from your data and reports, you will need to know the outbound IP address of your company's network. You should be able to obtain this information from your company's IT department. Once you have your company's outbound IP address, enter it into the Exclude IPs field and press
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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 Included in this article   Overview The Issue The Explanation   Overview Sometimes you'll see an organization show up as "ISP - Anonymous - Proxy" in your visitors list in RTP.   The Issue RTP is a powerful product with an immense database, but not every ISP can be found.  When we receive a visit from an ISP we can't identify, instead of omitting them from our results, we use the name "ISP - Anonymous - Proxy" and set the location to "United States.     The Explanation Pretty much any free Wifi signal you find like at a library or coffee shop will be listed as an Internet Service Provider (ISP). The admins for that ISP service can configure their network in any way they would like, including whether they allow for identification of their network. If there is no data provided, there's nothing for RTP or any other service to gather. In that case, that's when you'd see the "ISP - Anonymous - Proxy" listing for a visitor in RTP.
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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: Navigate to the Clickstream module How is Visit Duration Caluclated 00:00 Visit Duration Single page viewed Session timed out   Navigate to the Clickstream module        Go to the Visitors page        Click on a visitor to find the Clickstream module in the bottom right     How is Visit Duration Caluclated When a visitor visits a website being tracked by an RTP campaign, it records clicks in the Clickstream module in the RTP platform. Clicking on a visitor allows you to view their viewing information in the Customer Journey section, including: Links clicked Time stamp of each link click Total visit duration     Visit duration is calculated by subtracting the first time stamp from the last time stamp. In other words: visit duration = last time stamp - first time stamp. See the image above for an example of this calculation.   00:00 Visit Duration Single page viewed Both RTP and Google Analytics rely on clicks to determine visit duration. This means that if a visitor only views a single page, neither RTP or GA can track when the visitor leaves the page, since there is only the initial time stamp without a time stamp to mark the exit from the page. The visit duration for viewers that didn't view more than one page during the session is recorded at 00:00 since it cannot be calculated.   Session timed out Another way that a visit duration can be recorded as 00:00 is if a visitor's session times out. By default, a session will end after 15 minutes of inactivity. For example, if a visitor stays on a page without making any clicks for 25 minutes (perhaps they are reading an article or watching a long video), that session will time out and be recorded with a duration of 00:00. If the visitor finally makes a click after the 25 minutes of inactivity, a new session will begin. In Google Analytics, the session timeout can be customized to be longer or shorter than the default 15 minutes.
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