As referenced, please find all of the necessary links below. They are listed in order as mentioned in the Welcome video. Marketo Support Portal: https://nation.marketo.com/t5/Product-Blogs/How-to-Use-the-Support-Portal/ba-p/297884 Adobe Help Center: https://helpx.adobe.com/support.html Adobe Community: https://community.adobe.com/ Marketo Engage Support: https://nation.marketo.com/t5/Support/ct-p/Support Marketo Community (you're in it!): https://nation.marketo.com/ Magento Help Center: https://support.magento.com/ Adobe Status Page: https://status.adobe.com/
Adobe Digital Learning: https://learning.adobe.com/ Adobe How-Tos: https://experienceleague.adobe.com/#quick-how-tos Adobe Developer Docs: https://www.adobe.io/ Marketo University: https://nation.marketo.com/t5/Marketo-University/ct-p/marketo-university Marketo Product Docs: https://docs.marketo.com/ Marketo Developer Docs: https://developers.marketo.com/
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Overview The Problem The Solution Rich Media Content Recommendation Engine Info
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.
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.
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
Issue You created a Smart List, but did not define the filters (example: "Member of Smart List" with no Smart List named) and are wondering if this will cause no leads to show up in the results.
Solution If you create a Smart List and you do not define any filters, this will cause all leads in your database or leads visible in the partition and workspace to appear in your results.
This can create problem if you have nested Smart Lists. For example, if you have a Smart List with the filter "Member of Smart List = Lead not in" with Smart List A selected, and Smart List A has no filter, this logic will cause you exclude all leads in your database.
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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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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.
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:
5.Save your changes and preview the campaign. There should be no more scroll bars.
Issue You may notice that there may be a block in SFDC that stops syncing unsubscribes from Marketo to SFDC. After fixing the block in SFDC the new unsubscribes will sync as expected. Here is how to get all the unsubscribes that happened before this fix to sync into SFDC.
Solution You would need to set up a campaign to reset the field value.
Unsubscribed = true
Change data value "unsubscribed" -> False
Change data value "unsubscribed" -> True
That would take everyone who is currently unsubscribed, switch to false and then back to true. That should cause the true value to sync up to SFDC for all of those records. However , make sure you do this at a time when you are absolutely positive there are no email campaigns going out.
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/.
domain.com article/2017/* Pattern
Discovers all your content that matches the pattern domain.com/article/2017/
domain.com *datasheets* Contains
Discovers any URL that contains the word "datasheets"
domain.com press-release Exact
Only one HTML page is discovered:
If the domain is selected and the URL expression left empty, the URL pattern will discover only the home page
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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Overview Editing Labels Deleting Labels
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.
Currentl y it is not possible to edit 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
Included in this Article:
Overview Check Tag and Content Discovery are On Check Content Patterns Verify Content Discovery is Working
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.
Issue You receive an error in ToutApp - "IMAP access is disabled for your domain. Please contact your domain administrator for questions about this feature. (Failure)"
Solution This due to an invalid Gmail connection For this error message to be resolved, we recommend looping in with your Gmail Administrator regarding the IMAP access of your domain and whether or not it can be enabled. See the link below for additional reference on this for your Gmail Administrator:
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.
These instructions will show you how to add a filter to Segments that will prevent a visitor from seeing the same campaign twice. When done this way, each visitor will only see the associated Campaign once and won't see it again.
1. Locate and select the User Context API filter (in the API category).
2. Select "Campaigns - Viewed" from the "Select field to add" drop down.
3. Select "is not" and insert the Campaign ID.
Where to find the Campaign ID
The Campaign ID is the identifier used by RTP to specify which Campaign you are referencing. It can be found in the URL for the campaign once you've navigated to it. Look for the number in the end of the URL, just after "reactionId=".
4. Click the plus sign to add a second field to the filter. Choose "Campaigns - Viewed" as the second field, same as the first.
5. Select OR from the AND/OR field.
6. Select "is empty" for the second Campaigns Viewed filter option.
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.
Issue Changing From address on multiple email assets at once instead of one-by-one by hand.
Solution You can use program/folder tokens as the from address, and then change the token. Once the token changes it will update the assets using the token. For any pre-existing emails, updates in bulk could be made through a API call to the Marketo API endpoint - http://developers.marketo.com/rest-api/assets/emails/#create_and_update.
Issue Your Tout Phone calls are not logging to Salesforce
Solution Tout Phone is a great way to get your call information logged to Salesforce, but there are a couple things you will want to be aware of when using the log a call feature. 1. The Contact must have a Salesforce ID attached to them. 2. We currently do not log calls to Opportunities.
Issue A lead ran through a Smart Campaign and should have been sent a push notification but there is no activity of this happening even though the lead is a member of the campaign.
Solution Assuming other leads are receiving the push notification (which suggests the app itself is not to blame) the first thing to check is the lead record itself. If the lead is marked as Marketing Suspended or Blacklisted, this will prevent the record from receiving a push notification. Mark these fields as "False" and send the record through the campaign again, the lead should now be sent the push notification.
Who This Solution Applies To
Customers using Marketo's mobile app integration
Issue You sign up for ToutApp and receive a notice that your account is under review or your account is not verified.
Solution If you sign up for ToutApp using a generic email address such as Gmail, Yahoo, Hotmail, Outlook or other email providers your account may require verification by Marketo Support. Please contact Marketo Support with the following information.
Company Name: Business Address: URL(s) of your primary Web site(s): What is your average weekly and/or monthly email volume? Do you purchase, or have you ever purchased lists of leads? If yes, which providers have you used and when was your last purchase?
Issue How to disable Niko from ToutApp extension.
Solution To remove Niko, simply click on the blue Tout envelope at the top right of your browser, then manually uncheck the box next to "Show Niko as I browse the web". Refresh the page, and Niko should disappear.
Issue How to edit the schedule email in ToutApp.
Solution The way to change the time of a scheduled email:
Go into your on the conversations page. Click the Edit button next to the scheduled email.
From here you will be able to change the time of the delivery of the email.
Issue How is syndication ID set up while setting up a referral offer?
Solution For a referrer to be given credit they must have a Marketo Syndication ID assigned.
This can be done manually (directly on the lead record) or via the social campaigns' Offer Details > Fulfillment Goal > should be set to Referred Sign-Ups. Once you set that up, the referrer will get issued a "syndication id" and be part of that social campaign's participant's list.
Summary You often need to utilise the wait step in your campaign flow but wonder if '1 day' or '24 hours' reflect on a different time when a record hit the wait step and when they were released from this flow step.
Issue You wondered how the wait step value 'one day' and '24 hours' differentiate if you use any of these values in your wait step 'without' the advanced duration 'must end on'.
Solution There is no difference between 1 day with the 24 hours 'wait' step value. The value '1 day' will wait and release a lead after 24 hours from the moment a lead hit the wait step.