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Issue Description Advanced Filter for creating web segments is not selectable as an option. Only ALL or ANY filter logic can be selected. Why? Issue Resolution In order to select the advanced filter logic for creating a segment, there must be at least three filters in the segment. Otherwise, the option will be 'greyed out' or not selectable. This is similar to smart lists where: "Advanced filter logic is only available if there are three or more filters in your smart list." https://docs.marketo.com/display/public/DOCS/Using+Advanced+Smart+List+Rule+Logic Who This Solution Applies To Customers using Web Personalization
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Issue Description When right clicking an image in an email to enable Content AI, the option is greyed out when following: https://docs.marketo.com/display/public/DOCS/Enable+Content-AI+in+Emails Issue Resolution The image element in your email is likely defined as an <img class="mktoImg"> element. Content AI requires the ability to add a clickable link to the element which can only be done if the image element is defined via a <div class="mktoImg">. Email Syntax: https://docs.marketo.com/display/public/DOCS/Email+Template+Syntax
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Issue Description No predictive content loads after embedding the JavaScript code for Rich Media Recommendation:   The error: "Cannot read property 'assets' of undefined ", is visible when you inspect the website and check for the errors under the Console tab     Issue Resolution If there is only one piece of predictive content approved then not content would display. The error "cannot read property 'assets' of undefined" means that there is no more content available to display. In order to fix this you need to have THREE OR MORE predictive content assets approved.     Is this article helpful ? YesNo
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Issue Description Additional domains or subdomains need to be configured for Web Personalization (RTP) Issue Resolution If you want to add a new domain, check your subscription or contract to see how many additional domains are included. Your Customer Success Manager should be able to provide this information If not all entitled domains are configured in Marketo, reach out to support to add the domain(s) If all entitled domains are configured in Marketo, reach out to your Customer Success Manager to purchase more. If you wish to add a subdomain, reach out to support as additional subdomains do not incur a cost. Who This Solution Applies To Customers using Web Personalization
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Issue Description Recommended Content not displaying in web pages or landing pages when using “category” as a configuration parameter in your recommendation template code to recommend only specific content for the output in the Rich Media template. Example code: rtp ( "set" , "rcmd" , "richmedia" ,     {         "template1" :         {             "rcmd.title.text" : "RECOMMENDED CONTENT" ,             "category" : ["French", "German", "Dutch"]     // Category specific filter looking for French, German and Dutch recommendations.         }     } ) ; Issue Resolution You would need to ensure that the content for those specific categories have been enabled for ' Web Rich Media '. Here is an article on how to enable the content for Web Rich Media. https://docs.marketo.com/display/public/DOCS/Enable+Predictive+Content+for+Web+Rich+Media Who This Solution Applies To Content AI / Predictive Content users who customised their content AI code
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Issue Description 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"   Issue Resolution 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.   Who This Solution Applies To Customers with RTP/Web Personalization/Predictive Content/Content AI Is this article helpful ? YesNo
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Issue Description You want to find the day that a piece of predictive content was discovered.   Issue Resolution 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. Is this article helpful ? YesNo
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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 Is this article helpful ? YesNo
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Issue Description Is it possible to add code from a content management system (CMS) into a Web Campaign in RTP? Issue Resolution Marketo Web Personalization does not integrate with any content management system's (CMS) content to draw or pull content campaigns into the Web Campaign. Personalized campaigns need to be created within the Web Campaign editor. So what does this mean? When you are using HTML tags within the Web Campaign Editor in RTP, Marketo only supports the use of RTP HTML tags. On your own website you could have HTML tags and codes from other systems but within the Web Campaign Editor in RTP we only support RTP HTML tags. Note: The RTP Javascript tags works on all types of CMS platforms (Drupal, wordpress, sitecore, HTML pages, etc...) to identify visitors, segment them and show them personalized web campaigns. The above relates to the code used to render a personalized Web Campaign.
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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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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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No. You can only have one RTP Javascript tag per web page. Having more than one tag will not work and may cause issues.
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Included in this Article: 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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Included in this Article: 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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Included in this Article: Testing Campaigns by Sandboxing General Tag Checklist Check the Product Documentation: Verify the tag exists in the HTML code on your website Make sure that the right tag has been inserted properly Verify the tag is enabled Website Checklist Verify there are no jQuery or JavaScript errors Verify In Zone campaign Div IDs Segment Checklist Verify that the segment has had matches. Verify the Segment is set for the relevant domains. Verify ISP setting Verify location settings Campaign Checklist Important notes about Widget campaigns Is this article helpful ? YesNo   Testing Campaigns by Sandboxing Sometimes you'll need to see what your campaign looks like live on your website without customers being able to see it. Sandboxing allows you to match a segment and see the campaign live by targeting a specific term added into the URL. Since leads won't randomly guess the value and alter the URL, it's safe to test on a live site. Here's how you do it.   1. Create a new 'Sandbox' segment and call it "Sandbox=1" Add the Included Pages filter and enter *sandbox=1* as the value for the URL matches. Add all other filters you need. When used in combination with the *sandbox=1* URL match, it will match just like your other segment you want to test, but only if you have "sandbox=1" in the URL.   2. Create a campaign called: "Sandbox=1" (or alter the campaign you're working on) to use the "Sandbox=1" segment. Verify that your campaign is set up properly, then launch the campaign. 3. Go to the webpage you're testing with. Let the page load fully. 4. Add ?sandbox=1 at the end of the URL and hit enter. 5. Verify whether the sandbox campaign is being displayed.       General Tag Checklist   Check the Product Documentation: Troubleshooting Web Personalization (RTP) - RTP Tag   Verify the tag exists in the HTML code on your website      All pages, all domains, all sub-domains and landing pages need to have the RTP tag in the code in order for it to work properly. The RTP tag can be loaded through a tag manager like Google Tag Manager, Adobe Tag Manager or Tealium Tag Manager. If the RTP tag is not directly in the HTML of the page, remove it from the tag manager and load it directly into the HTML of the page. RTP tags can be used with tag managers, but removing it and placing the tag into the HTML of the page directly will let you test whether there is a problem being introduced by the tag manager itself.   Make sure that the right tag has been inserted properly Check the Deploy the RTP JavaScript - Marketo Docs - Product Docs documentation for how to locate the RTP script tag. This will show you how to actually locate and deploy the RTP script tag. If your instance has more than one domain configured, you will have access to more than one RTP tag that can be deployed. Each domain that is configured in your instance will have its own unique script tag. If you use the wrong one in the wrong place, your campaigns will not execute as planned.     Verify the tag is enabled 1. Go to 'Account Settings'   2. Make sure the tag is enabled       Website Checklist   Verify there are no jQuery or JavaScript errors Navigate to your site and open the developer's tool Console panel. Check for any errors such as this:   Verify In Zone campaign Div IDs In Zone campaigns utilize a Zone ID to identify where the RTP campaign should be inserted into the body of the page. This is the Div ID in the HTML code of you website.  Verify the Div ID exists in the HTML code on the page where the campaign should be displayed. Even small differences in the Div ID will cause it to not match, resulting in the campaign not displaying.       Segment Checklist   Verify that the segment has had matches. When viewing you list of segments, make sure that there have actually been matches. If your segment hasn't matched any leads, there's no way the campaign can be called to action     Verify the Segment is set for the relevant domains. Segments can be set to only apply to certain domains configured in your instance. If your segment is only applying to one of multiple domains you need, that would stop the segments from matching very often, and stop the the associated campaign from being called to action.     Verify ISP setting When using the "Exclude ISP" filter, it's important to make sure when testing that you aren't showing up as an ISP. The network you're on plays a very big part in how you appear to the RTP system.     Verify location settings If you have a location filter in use, you could be not matching the segment because the filter thinks you're coming from a different location based on your network's settings. Are you physically in the location your filter is searching for? Is your network representing the correct location?     Campaign Checklist   Check for target URL If the campaign is set for a specific target URL and you aren't viewing that exact page, the campaign will not display.   Are there any JavaScripts in the campaign? JavaScript running inside of an RTP campaign can cause conflicts. Try removing the JavaScript and testing it. If the campaign displays as it should, then you know the JavaScript caused the issues.       Important notes about Widget campaigns Widget campaigns will only show up once per session. A session lasts for 30 minutes since the last click on a tracked web page, so the session times out after 30 minutes of inactivity. To view your campaign again, clear your cookies, use an incognito mode, or use a different browser
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FAQs Included in this Article: Overview Segments and campaigns are powerful tools in the Web Personalization platform for targeting groups of potential leads and pushing them relevant content. Segments allow you to target your audience based on demographic fields like organization, location, and lead status, or based on behavioral fields like number of visits, mobile device used, or search terms used. Campaigns use segments to personalize your marketing efforts, allowing you to deliver relevant content to specific segments of your audience. This doc will answer some of the most frequently asked questions about segments and campaigns in RTP. If you would like to first learn the basics of using segments and campaigns, read through this collection of documents that will get you started: Easy (RTP) - Marketo Docs Are RTP campaign designs responsive Yes. This means that RTP campaigns will work on mobile devices and will adapt to the sizing of mobile websites. Only Dialog and Widget campaigns are affected by screen sizes, as In Zone campaigns behave as embedded parts of the website. There are RTP Mobile Templates for fitting dialog campaigns to all mobile screen sizes. Furthermore, in the segment editor, you can segment by mobile device type and manually create campaigns that appear differently on different devices. Can you see how your RTP campaigns will be displayed on multiple devices In the campaign editor, you can use the preview tool to view how an RTP campaign will look. This tool will allow you to change the view settings to preview your campaign on all different kinds of devices with different screen sizes. Can campaigns be displayed only on one page Yes, this can be done by using the "Include Pages" field in the segment editor      Go to the Segments page and hit the Edit button on the segment associated with your campaign      Use the Include Pages field to enter the specific page that you wish to have the campaign display on      You can also use this field to include any page with a specific keyword in the URL. To do this, use wildcard characters (*) which will match any sequence of characters. For example, "*product*" will match any URL that contains the keyword "product". Can I insert JavaScript to RTP campaigns The RTP's campaign editor supports any standard and valid HTML, JavaScript, or CSS codes. Invalid codes will be stripped off the campaign's HTML While using valid HTML, JavaScript, or CSS will work as expected, the use of jQuery can be problematic. Campaigns generally load very fast, especially In Zone campaigns, and they will often load before jQuery even exists on the web page. This can cause error messages in the developer's console or issues loading the campaign. If you need to use jQuery on your page, contact Marketo Support and we can try to come up with a simple workaround. Advanced solutions will need to be developed by a third party developer or the PS (product services?) team. Can RTP campaigns be blocked by ad blockers or JavaScript blockers Basically, no. For a more in depth answer, please see Web Personalization (RTP) - Can RTP Campaigns Be Blocked by Ad Blockers or JavaScript Blockers Does marketo RTP support animated GIF files Yes, we do support both static and animated GIF files in RTP campaigns. We do still recommend you preview and test the campaign to assure that the GIF appears as you hoped it would. Does RTP impact SEO RTP does not affect any SEO performance and in some cases it can even improve SEO ranks due to longer website engagement. Search engines use robots to crawl through the content of web sites, which happens before RTP runs campaigns and personalizes content. This means that content from RTP does not get picked up by the search engines' robots, and will not contribute to a web page's rank. In many cases, RTP will actually improve a web page's SEO rank. Since RTP can increase engagement among a page's visitors, it can improve behavioral metrics like average time on a site, pages per visit, etc. Does RTP support HTML5 Yes, all campaign types in RTP support HTML5. How does Any Page in the Target URL field work The "Any Page" option in the target URL means that once the visitor matches the target segment, the campaign will be shown regardless of which page they are on within your web site. How does RTP A/B testing work A/B testing a campaign consists of deploying slightly different versions of a campaign to test which version performs the best. To learn how to A/B test a campaign, see AB Test Your RTP Campaign - Marketo Docs - Product Docs The test works by randomly selecting a certain percentage of users to see one version of the campaign, and the rest see the second version. If the campaign is set to be Sticky (you can find this option in the campaign editor, shown below), the visitor will see one version of the campaign for their entire session on your web site. This means if the user is first shown campaign B, they will keep seeing campaign B until the end of their session. In that visitor's next session, they may see either campaign A or B. If the campaign is not Sticky, the visitor will only be shown the campaign once during their session, whether that be campaign A or B. In their next session, they will again only be shown the campaign once, and again it could be either campaign A or B. How can RTP recognize the search term When you visit a web page, your browser will keep track of the URL of web page that you were on directly before getting to that page. This is known as the "referral" URL. With the referrer URL, it is relatively simple to extract the search terms. RTP uses this ability to extract search terms from the referral URL to determine the search terms used and record them in Marketo. Unfortunately, Google has recently begun to withhold and encrypt much of this data, making it impossible for RTP to extract the search terms in some cases. For now though, you will still be able to get all search terms from other search engines like Yahoo and Bing. How the RTP industries and organization groups are defined Industries In the segment editor there is an option to target visitors that come from specific industries, including: Agriculture & Mining Business Services Computers & Electronics Consumer Services Defense Education Energy & Utilities Financial Services Government Healthcare, Pharmaceuticals, & Biotech Manufacturing Media & Entertainment Non-Profit Other Read Estate & Construction Retial Software & Internet Telecommunications Transportation & Storage Travel Recreation and Leisure Wholesale & Distribution Marketo uses advanced machine learning algorithms to determine the industry based on data from _____. Marketo also uses keywords in the organization's name to get a better match for its industry. For example, an organization named "UCSF Medical Center " probably belongs to healthcare just based on the name itself, and "Stanford University " probably belongs in Education. Organization Groups You can also target visitors in companies of various sizes, or Organization Groups, including: Fortune 500 Fortune 1000 Global 2000 Enterprise SMB Marketo uses Forbes' annually updated lists to determine companies in the Fortune 500, Fortune 1000, and Global 2000 groups. Enterprise companies are defined as those with more than 1,000 employees and revenue greater than $250 million. SMB companies are all (non-ISP) organizations that are not defined as any of the above. For more information on segment categories, visit: RTP Segments - Marketo Docs - Product Docs How accurate is RTP's reverse IP geolocation targeting IP based geo-location targeting has a 95% accuracy rates for country level and around 85% for states. For ISPs (Internet Service Providers) it is less accurate, because they often use different physical proxies and change their routing more often. Over time we follow the changes and update our database continuously. Is it possible to redirect target visitors to specific pages Please see Web Personalization (RTP) - Redirect Targeted Visitors to Specific Pages​ Is it possible to use segmentations from the Lead Database in RTP Currently this is not a feature that RTP supports. However, see this document​ if you wish to implement a work-around. Is there a way to restore a deleted campaign There is no way to restore a deleted campaign in RTP. However, if you need to restore a deleted campaign, contact Marketo Support and it can be done if it was recently deleted. Unfortunately even restoring the campaign through Marketo Support will not restore the campaign's performance statistics. RTP or CMS campaigns - which will win CMS campaigns are generally injected to the web page, meaning it runs before the page loads. RTP, on the other hand, runs as the page is loading. Since RTP campaigns run after CMS campaigns, they will override the CMS campaign and the page will only show the RTP campaign. How to use the User Context API segmentation The User Context API is a very advanced and technical functionality. All of its documentation can be found here, on the Marketo Developers database. What are the recommended sizes for RTP campaigns Of course the size of your RTP campaigns is up to your discretion, but here are our recommendations for various types of campaigns: Dialog (Square Pop-up): 250 x 250 pixels Widget (Medium Rectangle): 300 x 250 pixels For more standard sizes: https://en.wikipedia.org/wiki/Web_banner#/media/File:Standard_web_banner_ad_sizes.svg What does the "Marketo Email Campaign" option mean When creating a segment with the filter "Marketo Email Campaign", the segment will only match visitors that visit your website after clicking an email in the specified campaign. What happens when a visitor qualifies for more than one campaign When a visitor qualifies to see more than one campaign, depending on the types, you may see multiple campaigns on the page or only one. Below is a table explaining what happens when a visitor qualifies for two campaigns: When only one campaign is to be shown, the campaign that is displayed is chosen randomly between the two. When a visitor qualifies for two In Zone campaigns with the same Zone ID, the campaign that is displayed is also chosen randomly. What is a conversion in RTP A direct conversion is a visitor that became a lead after clicking on an RTP campaign. In a summary report, you will see the Direct Lead Conversion Rate, which is simply the percentage of clicks on the ampaign that lead to direct conversions. What is the limit of organizations you can target for an RTP campaign There are no constraints on the number of organizations included in a campaign. What is the limit of names allowed in the 'Organizations' criteria The limit is 100 names. It is a best practice to use dynamic lists instead. Dynamic lists will generally perform better because they are designed to index and handle larger lists. What is the limit of rows exported in an Excel export By default, RTP limits the number of rows in an Excel (CSV) export to 100.  If you need more rows than that, you can increase it by going to User Settings and changing the value for 'Number of Rows in Excel Export.'  The maximum allowed is 10,000 rows What is the limit of Zip Codes allowed You can enter up to 6,500 zip codes. They must be separated by semicolons (01234;12345; etc.) What is the limit of segments allowed The segment limit varies: it can be 30, 60, or unlimited depending on your Marketo subscription type. If you have reached your subscription's limit, you will want to clear out segments that are not being used. If you get an error message saying you've reached your limit, yet you believe your subscription makes you eligible for more segments, contact Marketo Support.
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Included in this Article:   Overview Creating Custom Fields Dynamic Updates Set Up Custom Fields in RTP Filter by Custom Fields Is this article helpful ? YesNo   Overview Unfortunately RTP does not support the option to use Lead Database segmentations as segments in RTP. However, it is still possible with a bit of a workaround. Essentially, you will want to create custom fields for each segmentation, dynamically update them using smart campaigns, and filter by these custom fields in RTP. Below we will describe the steps you will need to take to implement this.     Creating Custom Fields To start off, you will have to make a custom field in My Marketo for each segmentation you wish to use in RTP. Follow the steps in this article to get the custom fields set up in My Marketo. Make sure to select Boolean in the Type field.     Dynamic Updates Next, you will need to assign these custom fields to those matching their respective segmentations. To do so, we will create a smart campaign, which will also update the list as more leads begin to match the segmentation.   In My Marketo, visit the Marketing Activities page and create a new Smart Campaign     In the Smart List tab, choose the filter for your desired segmentation, and the Segment Changes trigger for the same segmentation     The filter will include all of the existing members of the segmentation, and the trigger will include any members that qualify for the segmentation in the future. Next,     In the Flow tab, select the Change Data Value action, click Add Choice, and format the action to change your custom field to true when the lead qualifies for your desired segment, and false otherwise     It is important to have both cases, for your lead matching the segmentation and for not matching, because leads can both qualify or be disqualified for segmentations at any point in time.   Finally, under the Schedule tab, edit the Smart Campaign Settings so this will apply every time, and Activate the campaign       Set Up Custom Fields in RTP Once you have set up your custom fields in My Marketo, you will also have to set up this field to display in RTP:   Go to your Account Settings and navigate to the Database tab     Select your custom fields in the drop down menu at the bottom of the page, then click       Filter by Custom Fields Finally, once you've set up the custom field in My Marketo and in RTP, you can use the custom field to target the leads that qualify for your segmentation in My Marketo. To do so:   Go to the Segments page and create a new segment       Lastly, use the Database filter, select your custom field, and choose either true or false depending on if you want to target those in or out of the segmentation     There you have it! You can now use your segmentations in My Marketo to target your audience in RTP campaigns.
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Creating a campaign to redirect a targeted group of visitors is as easy as targeting visitors for a call-to-action campaign. Here are the steps to accomplish a redirect:      On the Segments page, click the Create New button and set up the new segment to target the group you wish to send the redirect to      Then, in the Campaigns page, create a new campaign      In the Target Segment field, choose the segment you just created      Finally, scroll down check the Redirect checkbox, enter the URL you wish to redirect to, and hit
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Included in this Article: Overview The Content Recommendation (CRE) is a powerful way to bring your online content up front and center. The standard CRE promotes content through a recommendation bar along the bottom of the screen. The Rich Media CRE is an advanced version that allows more customization and control, putting the content recommended into a tile format in the body of the page itself.  This doc will answer some of the most frequently asked questions about the CRE. Where can I find documentation to get me started? Understanding Content Recommendations - Marketo Docs - Product Docs Understanding Content Analytics - Marketo Docs - Product Docs Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs RTP Rich Media Recommendations API » Marketo Developers How does the CRE work? RTP content recommendations are based on propensity modelling - matching relevant assets to visitors in real-time. It runs visitor attribute similarities, visitor tastes and preferences and then selects the best performing assets for those visitors based on goals and conversions. It’s a great way for marketers to learn about their site’s content performance and use scientific calculations to optimize their content automatically, taking out the guessing work. To complete the digital loop, you can apply the results and extend high performing content’s reach through your outbound channels. How does the CRE select the type of content it delivers to visitors? The Content Recommendation Engine uses predictive analytics and machine learning algorithms to decide which pieces of content are relevant for each visitor individually. The parameters that are taken into consideration are: Location (Region, Country, State and City) Organization (if most of the visitors from company X are consuming this content, others from the same company will be more likely to receive it as well) Industry Revenue range Size range Number of clicks (page views) Pages viewed Number of previous visits The CRE is also based on the Markov Algorithm which takes into account the path previous visitors took when they viewed specific assets. It then predicts what asset the current visitor is most likely to click on next based on previous visitors' behaviors. The Engine also identifies the most recent assets added to the CRE and promote these recent assets. The Recommendation Engine won't recommend an asset if the visitor is on that asset page, nor will it recommend an asset that the visitor has already clicked on in the recommendation bar during their session. Do I need to create different types of segments to use the CRE? No - It’s done automatically! The sophisticated 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. How can I know how many visitors clicked the recommendation bar? Option 1: Whenever a visitor clicks on a link to an asset from the CRE, " iesrc=rcmd" is appended to the URL as a means of tracking (along with some other code). So, any time a visitor clicks on a link to an asset in the CRE, the URL they go to always includes that " iesrc=rcmd". You can create a segment to track visitors in RTP who have clicked these links by using *iesrc=rcmd* in an "Include Pages" filter. Then you'll be able to identify these visitors directly in RTP and even build campaigns from this segment. Option 2: Use Google Analytics to see more in depth reports and dashboards. Detailed directions can be found here: What are direct and assisted leads? One way to measure the success of a campaign or piece of content is to evaluate the direct and assisted leads that content or campaign resulted in. Direct leads are anonymous or known visitors that clicked on recommended content or a personalized campaign and filled out a form in the same session (~30 minutes). Assisted leads are visitors that clicked on a piece of content or campaign and filled out a form some time in the next 6 months. How can I analyze CRE results in Google Analytics? Detailed directions can be found here:Web Personalization (RTP) - Analyzing Content Recommendation Engine results in Google Analytics How can I analyze RTP results in Marketo? Detailed directions can be found here: Define a Smart List for Web Personalization Activities - Marketo Docs - Product Docs How are the Named Accounts dashboard analytics calculated The graph shows the stage of a visit from a specific group of organizations starting from awareness all the way to action. The exact formula is part of our secret sauce, but it is based on behaviors like site visits and number of interactions compared to site averages. It is more of a general insight in terms of how many accounts of a specific list are advanced in the process (multiple visits, lots of page views) or very new (first visit). It will be enhanced in the near future to include more data points and signals. For more information, see this article: Account-Based Marketing Analytics - Marketo Docs - Product Docs How does the Asset Discovery work? Please see Web Personalization (RTP) - How does Asset Discovery work? Is the recommendation bar compatible with mobile devices? Yes, the CRE recommendation bar adjusts the text to fit mobile devices. You can set the font size in account settings Is it possible to customize the asset types? Custom content can be identified based off of the URL of the web page. Directions on how to create these custom content patterns can be found at the bottom of the documentation here. https://docs.marketo.com/display/public/DOCS/Enabling+Content+Discovery Once identified, that web page is then served through the CRE as a piece of content being recommended. This custom content will be categorized based on different set asset types. While the content itself is entirely custom, the content types they fall into aren't customizable. The current asset types are: Article Blog Case Study Data Sheet Presentation Press Video Webinar White Paper Is it possible to customize which content the CRE uses? Yes, you can customize the content type that the recommendation feature will use to present to your sites visitors. You can choose which assets will or won't be displayed by switching ON the relevant assets. To do this, navigate to your Recommendations page and click on the green or red icon in the Recommendations column. Then choose On or Off accordingly Is there separate reporting available to see the performance of the recommendation engine? Yes, your content performance can be analyzed using Contact Analytics reporting. Documentation about this reporting can be found here: Understanding Content Analytics - Marketo Docs - Product Docs What other RTP reporting is available? There are lots of reports available. Details about all of these reports can be found here: Email Reports - Marketo Docs - Product Docs Here are the types of reports that are available: RTP Email Reports Daily/Weekly Organizations Report Daily/Weekly Leads Report Top Performing Real-time Campaigns Top Performing Assets Report Recommended Assets Report Summary Report What are the CRE customization options? Please see the details here: Enabling the Content Recommendation Bar - Marketo Docs - Product Docs There are many options available for customization: Colors Link Color: Select the color of the hyperlink in the CRE from the dropdown choices. Background Color: Select the color of the CRE background from the dropdown choices. Font Font Size: Type in the size of the font for the CRE in the 'Font Size' field. Must be in pixels (px). Recommend size is 14 or 15px. Font Family: Type in the font type you want to use in the 'Font Family' field. Arrow Arrow Icon Color: Select the color of the arrows in the CRE bar from the dropdown choices. Arrow Icon Font: Select the icon style (arrows, chevrons, hands, etc.). Arrow Icon Opacity: Define the opacity level for the arrows What does Update Metadata Dynamically mean? When creating or editing content assets, you'll see an option to Update Metadata Dynamically. You can enable the " Update Metadata Dynamically" option in your discovered assets so that asset can automatically get updated with data that helps it be more effectively recommended.\ RTP collects all these attributes about assets like the search terms that people used on search engines before reading them. It analyzes the visitors clicking on them, organization name, industry, location etc. RTP also automatically adds metadata data to an asset based on the visitor’s in-session behavior, so it could include URLs the visitor was on, keywords and referrals. All of this data is accumulated for the recommendation engine to calculate and produce the best result to recommend. Also see these articles: Web Personalization (RTP) - How does Asset Discovery work? Create New Content - Marketo Docs - Product Docs What Machine Learning models does RTP use? 1. Collaborative Filtering based on visitor behavior and asset attributes ( Cluster Analysis and Markov Algorithm ) 2. Trending Algorithms Most trending/popular/new assets are showing up more often While providing equal opportunity for new assets Also see: How does the CRE select the type of content it delivers to visitors​ Will existing assets get overwritten when they are rediscovered? No, assets are only discovered once. The assets are unique, based on the asset's URL (not including the parameters). Any customization you make in the recommendation text, title, URL, etc won't change unless you manually change it. See the documentation here: Create New Content - Marketo Docs - Product Docs Not seeing all subdomains in account settings If you are not seeing all your subdomains in the Account Settings, make sure that you have all domains selected under Organizations: Go to "Organizations". For the "Domains" drop down list, check "Select All". Rich Media CRE What is the max number of characters I can have in the Header or Description? It's recommended that the Header be no more than 40 characters and the Description no more than 140 characters Is there a library of images we can use for the thumbnail? No, it is recommended the user a dd their own Thumbnail URL of an image related to the piece of recommended content. (Do you really want to use a stock photo that lots of other companies use?) Can I change the text in the button from ‘Read Me’ to say something else? Yes, the text in the call to action button can be changed. The recommendation template can be changed in the JavaScript configuration properties ( rcmd.cta.text). See: RTP Rich Media Recommendations API » Marketo Developers Is 3 pieces of content the only number allowed? Yes, the Rich Media CRE is set up to work with three pieces of content at a time. Do the content pieces recommended have to be displayed horizontally? No, there are two versions of the recommendation template. Y ou can also stack them vertically. Template1: 3 content pieces horizontal Template2: 3 content pieces vertical. See examples of both at the end of this doc: Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs
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Included in this article Overview The Content Recommendation Engine will recommend content that your visitors will like, but there must be content to recommend first. You can manually upload all assets and pieces of content you want to use, but you can also let RTP automatically discover what content is already out there, publishe d on your website currently. This process of identifying those assets is called Asset Discovery, or Content Discovery. This d oc will show you how the Asset Discovery process works. For documentation on how to enable Asset Discovery please see Enabling Content Discovery - Marketo Docs - Product Docs Description Event listeners The asset discovery process is an event listener. It runs on every page that has the RTP script running on it and waits for visitors to click on links that count as content assets. Once it identifies a click on a content asset, it checks if this is a click on an asset. By default, RTP defines content assets as any external pages or files like PDF, PPT, PPTX, MP4, OGG, WEBM or YouTube. As these pieces of content are discovered, they are added to the list of content pieces that the CRE can recommend to visitors. Assets from URL Patterns Asset discovery automatically identifies assets on your web pages, but y ou can also manually configure assets based off of URL patterns so that HTML pages with URLs that match these patterns will be auto-discovered as assets. Once the URL patterns are configured, the pages will be identified as individual assets that the CRE can recommend. Created content Users can manually add new content in RTP with the directions in the documentation here: Create New Content - Marketo Docs - Product Docs When the content is created, you specify the content URL. API - Event Sending Function In some cases, the download (submit) button is not a direct link to the asset itself but to a JavaScript that opens the asset. When this is the done, the asset discovery events must be coded into the JavaScript on the page and use an API call. This API calls only work if the RTP script is loaded on the page. An example of the code would be: rtp('send', 'view','/case_study1.pdf'); The Event Sending Function documentation can be found here: RTP JavaScript API » Marketo Developers
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