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(Article Updated - August 2024) Overview A blocklist is a database of IP addresses or domains that have been associated with the sending of unsolicited commercial email or spam. Internet Service Providers (ISPs) and business email networks use information from blocklists to filter out unwanted email. As a result there can be a drop to inbox delivery rates if the IPs or domains involved with sending email are listed on a blocklist. Marketo’s Email Delivery and Compliance team monitors blocklist activity on our IPs and domains daily. When an impactful listing occurs, we reach out to the blocklist, attempt to identify the sender that triggered it, and work with the blocklist organization to get the listing resolved. There are thousands of blocklists, most will not have a significant impact on your delivery rates. Below, we have compiled a list of the blocklists that commonly appear across our sender ecosystem. Each blocklist has been grouped into a top tier (Tier I) by most impactful, to the bottom least impactful tier (Tier III). These may have little to no impact across our sender network. Tier I Blocklist Spamhaus (SBL) Impact: Spamhaus is the only blocklist that we categorize as a Tier I for a reason: it has by far the greatest impact on delivery. It is the most well-respected and widely used blocklist in the world. A listing at Spamhaus will have a negative effect on your ability to deliver emails to your customer’s inbox and can cause bounce rates of over 50%. Evidence suggests that most of the top North American ISPs use Spamhaus to inform blocking decisions. How it works: Unlike many blocklists, Spamhaus lists senders manually. This means they are proactively watching sender activity, collecting data, and base listings on a number of variables. Most commonly senders are listed for mailing to spam trap addresses that Spamhaus owns. Sometimes Spamhaus will list senders based on recipient feedback as well. Next Steps: Please note that every Spamhaus email can be quite different depending on the information provided and the nature of the listing . Because Spamhaus has multiple types of listings, the remediation steps are based on which type of blocklisting has occurred. We have listed the most common types to affect Marketo customers, from most to least impactful. Impact can range from a full block of top severity, to a partial block that is less severe (CSS Data, DBL). If remediation isn’t performed and the problem not addressed, these listings can increase in severity and turn into a full blocklisting. Spamhaus Blocklistings Types SBL (full blocklisting) Considered the most impactful. Remediation steps: Our team monitors closely for Spamhaus listings. Once alerted to the listing, we send an email notifying the customer, and reach out to the Spamhaus contact to start the remediation process. Only a Marketo delivery team member should be in direct correspondence with the Spamhaus contact, to speak on behalf of the customer, and to relay their questions and instructions, ensuring quick resolution and reduced impact. Senders that trigger this listing on a shared IP range will be moved to a more isolated, penalty range (IPB), so as not to impact the other shared senders. Those affected on a Dedicated IP, only impact their own sending and will not be moved. However, depending on the severity of the issue, our team may need to revoke a customer’s ability to send any emails until full resolution. The listing will last until Spamhaus is satisfied that the offending sender has taken the appropriate steps to mitigate the problem. SBL CSS Customers are alerted of the listing with an email containing all the information needed to immediately begin the remediation process. This is part of an automated trigger listing, that allows for a customer to delist directly on the Spamhaus website, after they’ve completed remediation. Remediation steps: Customers will go to the Spamhaus IP lookup website, at https://check.spamhaus.org, where they can check on the status of their IP and continue to monitor it in real time, until it is no longer listed there. Follow the remediation and delisting instructions provided, and check for specific details in the blocklist notification email. DBL (Domain blocklisting) Customers will receive an email notification alerting of the company domain being listed. The email will contain specific information to help narrow down and identify which email source likely triggered it within Marketo. It’s important to note that any email sent from outside of Marketo, that contained the company domain, is suspect. This means, if the sender uses multiple IPs and/multiple email platforms, then any of those could be the source. Remediation steps: Follow the detailed instructions in the email, which will also provide a link to the Spamhaus Domain reputation checker webpage, to check the real time listing status of the affected domain. Once the email source is identified and cause addressed, this customer will follow the online instructions to request to be delisted. Tier II Blocklist SpamCop Impact: SpamCop is not used by any of the major North American ISPs to inform blocking decisions, but it makes it to the Tier II list because it can have a significant impact on B2B email campaigns. SpamCop is considered a Tier I one blocklist for B2B marketers but a Tier II for B2C marketers. SpamCop is a dynamic IP blocklist, that can affect a single IP or a subset of IPs Typically, the block will automatically lift within one business day, but can take longer for relisted IPs. To have triggered a SpamCop listing likely means the sender has a list management problem that should be addressed. How it works: SpamCop lists IPs for one of two reasons: Either the email hit SpamCop spam trap addresses OR A SpamCop user has reported the email unwanted. Most of SpamCop’s spam traps are previously valid addresses that have not been active for 12 months or longer. Remediation steps: If you are seeing a significant number of bouncing emails caused by a SpamCop blocked IP but aren’t sure if your email activity triggered the listing, first identify whether you are sending on a shared sender network or not. If sending from a shared IP range when this occurs, you or any other customer sending from the same network may have contributed to the IP block. This IP block will automatically get dropped within a business day. For those on a Dedicated IP that trigger a listing, refer to the above remediation steps and resources, to address the list management issue. Tier III Blocklist (Low/ No impact ) These are considered the lowest tier and therefore cause the least impact across the Marketo sender ecosystem. Some of these blocklists were more impactful at one time, while others are only impactful based on the sender region (Manitu). Others still can suddenly flare up (Lashback). There are also many blocklists that are ignored (0spam), and are not taken seriously because they do not provide any means to delist once on the list (NoSolicitado) or that they charge money to have the listing removed ( UCEPROTECT ). The pay-to-delist model is not well respected in the email industry. When using blocklist tool checkers, such as MXToolBox, many blocklists will appear, but very few are relevant. Here is our selection of Blocklists you may come across that are least impactful: Project Honey Pot SpamAssassin URIBL/SURBL DrMX PSBL 0spam HostKarma Ascams ZapBL Barracuda Trendmicro Inc. Cloudmark Proofpoint Invaluement ISP Blocklists Some ISPs use internal blocklists to make blocking decisions. Examples include AOL, Yahoo, Gmail, Outlook and Hotmail. If your IP is being blocked by one of these networks, and those networks have a large presence in your lists, a block of this kind could have a noticeable negative impact on delivery. Marketo monitors for significant ISP blocks. Those experiencing deliverability issues with emails not making it to the Inbox and bulking in the spam folder may benefit from additional services with our Email Delivery Consultants. Remediation Steps: Email Delivery Compliance Team works to resolve any ISP blocks. ISP blocks are are usually resolved or lifted within less than 24 hours of a delisting request. Customers experiencing significant blocks for Microsoft domains (outlook.com, live.com, microsoft.com), can submit a request to the delivery team to seek mitigation on their behalf. Additional Resources: Blocklist Deep Dive Abuse Report Deep Dive What is a spamtrap, or spam trap, and why does it matter? Blocklist remediation Blocklist resolution flowchart Successful lead reconfirmation What is a blocklist?

If you have submitted a support case and you feel that the case was improperly handled or that the solution being offered does not meet the communicated Marketo support expectations, then we would welcome the opportunity to look deeper at your specific support engagement and work with you on delivering a better resolution. Caution: If the item you're looking to escalate is related to a Production Down incident, please call the support line for your region to receive immediate assistance. Support Manager escalations are only handled during normal business hours. The phone numbers for each region are listed below, follow the prompts for P1: Americas: +1.877.270.6586, Direct: +1.650.376.2303 Europe, Middle East, & Africa: +353 (0)1 242 3030, UK: 0800 151 3030 Asia Pacific: +61 2 8031 8188 Japan: +81.03.4233.9014 How to Escalate: Step 1. Navigate to the "Case Management" area of the support portal either by mousing over the Support tab and selecting "Case Management" or clicking the Support tab and click on the “My Case Management” button. NOTE: You will need an open or recently closed case in order to escalate to support leadership. This is a article attached image Step 2. From here you will need to click on either an open or a recently closed* case: This is a article attached image *Support Cases that have been closed for longer than 10 days are no longer eligible to be re-opened and we ask that you open a new support ticket for your current issue prior to escalating to a Support Manager. We ask that you have an open support ticket for a Support Manager to be able to address specific issues. Step 3. After selecting a case, click on the Escalate to Manager button: This is a article attached image Step 4. A pop up will display and you will need to the purpose for the escalation and click on the “Escalate” button. This is a article attached image Once your support escalation case has been submitted a Marketo Support Leader will contact you within 1 business day of your support region's support hours to address the issue.

Issue Clearing cache and cookies in your browser will fix a number of different problems related to page display, browser errors, and login issues. Solution Here are links to the support articles on how to clear cache and cookies for the most commonly used browsers. Chrome Clear cache and cookies - Computer - Google Account Help FireFox How to clear the Firefox cache | Firefox Help Internet Explorer https://support.microsoft.com/en-us/help/278835/how-to-delete-cookie-files-in-internet-explorer Microsoft Edge Microsoft Edge, browsing data, and privacy – Microsoft privacy

Adobe Marketo offers a number of ways to contact Marketo Support directly for assistance from our different support regions. Further details about your Adobe Success Plan can be found HERE. Note: If your Marketo Instance and Users have been migrated to Admin Console, refer to this Admin Console Overview page for managing the Adobe entitlements across your organization and to engage Marketo Support. Marketo Support Portal (https://support.marketo.com) The Marketo Support Portal features a web form to submit support cases to Marketo Support. The form provides Authorized Support contacts the ability to provide details on the support issue that allows Marketo Support to efficiently and effectively assign your case to the best suited available support engineer. We encourage you to leverage our Best Practices when submitting your case to Marketo Support. Support Services – Regions, Hours, and Languages Authorized Support contacts can engage Marketo Support by calling one of our Adobe Enterprise Phone Numbers for your region. Live Telephone and Online Technical Support Priority 1 incidents: 24x7x365 via phone or online support case Priority 2-4 incidents: Support available during regional business hours via chat or online support case. Regional Business Hours Applicable regional business hours are based on the billing address in the Sales Order or purchasing documents. If Adobe is contacted for support by someone other than the designated Named Support Contacts, Adobe may request that that the support case be resubmitted by a Named Support Contact. Languages Japanese language support is available during Japanese regional business hours, excluding holidays or Adobe days off. Japanese support is not available for Adobe Commerce. With the above exception, all Support will only be provided in English. Support Access Customer will grant Adobe Support access to applicable customer systems via remote support tools controlled by Adobe for the purpose of troubleshooting and support services. Regional Business Hours for Support Applicable regional business hours are based on the billing address in the Sales Order or purchasing documents. Americas Europe, Middle East & Africa Asia Pacific Japan 6 am – 5:30 pm 9 am – 5 pm 9 am – 5 pm 9 am – 5 pm

Summary New checkbox for query parameters available when adding new content or editing current content. Issue You were previously unable to specify query parameters for predictive content, and query parameters were not used when adding new content, editing current content, and reporting on URL clicks. Autodiscovery works by adding a new URL to the DB, and later on, clicking counts are accumulated against the newly found asset. The asset is determined based on the URL (and there, it previously didn't account for anything that followed the ? in the URL. The same was used as a validation when a user added new content. The rule to determine this part of the URL, minus the query parameters, was a requirement back then and was taken into account during design. Solution As you add predictive content from the predictive content page, you need to have the checkbox on this page to allow the user to decide whether they want to include/exclude the query parameters while adding it. The same thing should be followed for editing predictive content as well. Engineering built a nuanced approach that provided flexibility to include or exclude query patterns in determining a unique URL and added a feature to include query parameters when manually creating a piece of content. It should rightly identify the right asset to record clicks/views against as well.

Issue Users for your Marketo instance are unable to log into the instance. Solution Check your landing page URLs and email links. If these are also unavailable, your Marketo instance may have been shut off. Marketo Support can confirm whether your instance has been deactivated, but are not able to reactivate it. In this situation, please contact your Marketo Account Representative to discuss the status of the instance and regaining access.

Note: Once you have migrated to Admin Console, you can manage your support cases through the feature provided in the Admin Console Platform. To learn more, visit: https://experienceleague.adobe.com/docs/customer-one/using/home.html. Once you have submitted a case to Marketo support, we provide a simple way of staying connected to your case and the cases submitted from your company through the Marketo Support Portal. You can access the support portal through your Marketo instance by selecting Community in the top right corner: This is a article attached image You can also access the support portal directly at https://support.marketo.com and login with your Marketo credentials (login and password). This will not work for users with SSO. Once you are in the support portal you can Create a Case for Marketo Support or you can also review any cases that are open and being worked on by support or review your case history. Navigate to My Case management: This is a article attached image From the My Cases navigation you can access the following case views: This is a article attached image My Recent Cases* - Cases that you have opened in the past 30 days All Company Recent Cases* - Cases that any authorized support contact has opened in the past 30 days My Open Cases – Cases created by you that are being triaged by Support and pending Support’s response and are more than 30 days old My Closed Cases – Cases that were created by you and are now closed My Awaiting Fix Cases – Cases that were created by you where Marketo is developing a fix which will be implemented at a later date All Company Closed Cases – Cases that were created by you or your colleagues that are now closed All Company Open Cases - All open cases submitted for the account Company Awaiting Fix Cases – Cases that were created by you or your colleagues where Marketo is developing a fix which will be implemented at a later date Management Escalations - Escalations opened by you or your colleagues Survey Cases - Surveys that are available for you to fill out after a case is closed *Cases that have been opened for more than 30 days will move from Recent cases to Open cases To view specific case details, click a case number. This is a article attached image From the Case Details, you can perform the following: Close your Case - Select the "My Case is Resolved" button to close your case Add Comments - Provide additional comments to support or respond to a Support question Add Attachment - Provide any screenshots or documents that will help illustrate the issue you are reporting If your case has been closed there are two options available to you. Reopen - You can reopen your case if you are not satisfied with the case resolution by adding a comment in the case. Case Survey - Once your case has closed, please consider offering feedback on the level of Support you received.

FAQs Included in this Article: Overview How clicks on Web Personalization assets and campaigns are recorded in the activity log How often does Web Personalization sync with Marketo Is it possible to sync multiple Marketo instances with one Web Personalization account What custom field types are supported What is a unique visitor in Web Personalization What is the time zone setting on the Marketo Web Personalization server that is used to count impressions Overview Your Marketo instance and your Web Personalization instance end up interacting and transferring data in many different ways. Below are answers to some of the most frequently asked questions about Web Personalization's integration with the Marketo instance. How clicks on Web Personalization assets and campaigns are recorded in the activity log These activities are recorded as the 'Data Value Change’ Activity Type. The fields 'Web Personalization Assets’ and 'Web Personalization Campaigns’ are changing all the time to include all the assets and campaigns the lead clicked on. How often does Web Personalization sync with Marketo Lead data gets synced every 5 minutes Data regarding programs and smart campaigns is synced every 15 minutes Is it possible to sync multiple Marketo instances with one Web Personalization account Currently, there is no way to do this. Each Web Personalization account will be tied to one account in Marketo and vice versa. What custom field types are supported All field types are supported except for Formula fields. For more information on custom field types, visit Custom Field Type Glossary - Marketo Docs - Product Docs What is a unique visitor in Web Personalization A unique visitor refers to an individual that has visited your web page, regardless of how often they visit. For example, when an individual goes to your web page on Tuesday, then again on Wednesday, this is recorded as two visits from one unique visitor. What is the time zone setting on the Marketo Web Personalization server that is used to count impressions The server is set to record data in U.S. Central Time (CT), but the time stamps you will see in the UI are based on your local time zone. Very rarely, a visitor might show up twice if they visited on separate days according to CT but not your time zone.

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.

Marketo Support's Mission is: To provide fast and friendly world-class support through creative, flexible solutions to empower Marketo Automation Software success. Areas of Responsibility: Technical Support Engineers (TSEs) are your initial point of contact for any technical questions or concerns. TSEs are responsible for troubleshooting issues within your Marketo instance and common include: My Marketo Marketing Activities Design Studio Lead Database Analytics Revenue Explorer (RCA/RCE) Calendar Deliverability Tools Search Engine Optimization (SEO) Web Personalization (RTP) Admin Community Our TSEs are not web developers and as a result they are unable to troubleshoot most types of custom coding (ie. HTML, JavaScript, XML, etc.). Our support team is able to help with the following types of non-custom code: Simple Munchkin Code Asynchronous Munchkin Code Asynchronous jQuery Munchkin Code SOAP API REST API Our TSEs are here to assist you and our support commitment to our customers is to always work towards providing an above and beyond support experience. Note: Our team is not against looking at custom code and, based on the subject matter expertise, our TSEs might be able to offer suggestions and recommendations, but we do want to make it clear that they are not responsible for fixing or updating any custom code that has been implemented. Response Time Our TSEs are bound to responding to your cases and issues within the Service Level Agreements from your account's level of support services. We track response milestones to ensure that your cases are being handled in a timely manner as dictated by our agreed to Service Level Targets.

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, pdfs, blog posts, press releases, white papers, etc.) on a website/domain. Once discovered, you can see how your content is performing and 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 use this feature optimally (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, it will add to the tracking and views of those discovered 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 this visitor has seen in the 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 involves less prep work for you. However, you still need to review the discovered content and 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 is 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 would 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

Overview RTP works very closely with your Marketo Lead Database to pull information about previous visitors, which makes it important for Marketo and RTP to keep accurate and matching information about visitors. There are 3 scenarios that can arise based on how much information is known about the visitor, and each is handled differently. These scenarios are described below. New Lead with no Email Address and no Marketo Cookie When this kind of lead fills out a Marketo form: Their Marketo cookie is created Lead details will be updated and the Marketo-RTP sync process is initiated The lead will then be known to RTP and potentially eligible for personalized campaigns Lead with Email Address but no Marketo Cookie When this kind of lead receives a Marketo email campaign and clicks on a link in the email: A new Marketo cookie is created for them This creation initiates the Marketo-RTP sync process Known Lead with an Email Address and Marketo Cookie Any changes to the lead's data will be synced between Marketo and RTP within 5 minutes

Included in this Article Overview Troubleshooting Workflow Possible Outcomes Overview Sometimes your RTP Campaigns have problems and stop working suddenly. This can obviously cause trouble for your marketing efforts, so this doc will show you steps on how to troubleshoot those issues. Troubleshooting Workflow 1. Check the campaign's last impression time stamp a. Go to Campaigns page b. Locate the relevant campaign and click the Impressions link to see people that viewed the RTP campaign (make sure the time scope corresponds to the right dates when the campaign was active) c. When you see the lists of visitors that viewed the campaign, order by Latest and check for the Last / most recent visit impression time stamp 2. Check the segment's last visit time stamp a. Go back to the Campaigns page and click the campaign's target segment link listed b. Navigate to the Segments page and identify the corresponding segment there. 3. Click the Matches link to see the visitors who have matched the segment and check the last match time stamp. You're looking to compare the most recent date/time stamps between the Segment matches and the Campaign impressions. Possible Outcomes CASE A: Both time stamps are similar -- something changed in the segment level Is the segment status pending? Has someone manually changed the segment settings? CASE B: The two time stamps don't match -- something changed in the campaign level Is the campaign status pending? Has someone manually paused the campaign / changed settings? CASE C: The segment kept matching visitors (until the end of that day) while visitors did not see the campaign Does the campaign display properly on the website now? Check JavaScript tag. Is the campaign part of an A/B testing group? Is Auto-Tune enabled? If so, please refer to this KB article on: AB Test Your RTP Campaign - Marketo Docs - Product Docs

Included in this Article: Overview Creating Custom Fields Dynamic Updates Set Up Custom Fields in RTP Filter by Custom Fields 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.

Marketo Champions are customers who have demonstrated outstanding leadership in the Marketo Community, are experts in Marketo products, are avid contributors in the social world, and are loyal advocates of the Marketo brand. Benefits and perks our Champions receive include: Access: Meetings with our product and marketing teams to give exclusive feedback Previews: Given early previews to products, features, and releases when available Publicity: Exclusive speaking opportunities at our annual Marketo Summit and other events Networking: Special networking events with Marketo executives and fellow Champions and semi-annual conference calls Ownership: Ownership of content and exclusive activities at our annual Marketo Summit that showcase your expertise and thought leadership Credibility: Special Champion badge on Marketo Community profiles, and profiled on Marketo's corporate website Sweet Swag: Champion-exclusive swag To find out more information and apply, click here. To view a complete list of current Champions, click here. Join the Marketo Elite Today!

Article Text Included in this article Included in this article Overview Troubleshooting Steps Overview The Content Recommendation Engine Bar is a great tool to get promoted content to your web visitors. However, there are times when you only want it to show up on certain pages, or you just want to exclude some specific pages where it won't be allowed to show up. You can make these configuration changes with the documentation here: Web Personalization (RTP) - How To Exclude or Include the CRE on Specific Pages. However, what happens if you set it up and it still displays in places where it shouldn't? This doc will show you how to address this trouble. Troubleshooting Steps 1. In RTP, go to 'Account Settings' 2. Under the 'Domain Configuration', locate the 'Recommendation Engine' section. 3. Select whether you want to 'Include' or 'Exclude.' 4. Check the 'Display (URL)' configurations to confirm they are correct.

Issue You are experiencing slow processing of campaigns, smart lists, and reports. Solution There are three key components that can slow down an instance: Number of trigger campaigns: Trigger campaigns are always on, always listening. If there are 50 campaigns triggering at the same time, all the 50 triggers will be in queue, slowing down your processing and routing inside Marketo. Solution: Reduce the number of Triggers. Convert some of the triggers to batches: Batches also run all the flow steps for every lead at once, instead of serially, which reduces total processing time. Complexity of smart lists: The more complex a smart list, the harder it is for the system to figure it out, which increases backend processing and even creates campaign failures from timeouts. Solution: Reduce the number of nested smart lists called in a smart list. Whenever you ask Marketo to call another Smart List, it has to wait until all of the other smart lists finish, before putting together the final counts. Instead of Marketo looking for the list and running it, just put the filters in the trigger itself. Volume of Leads: With regular cleaning and good systems design, it is fairly easy to keep your system running fast. Reduce the number of leads that can flow through with filters. Clean up the inactive leads at regular intervals.

Knowledgebase

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How to Add an Additional Domain for Predictive Content

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What is the Exported (CSV) Report row limitation in RTP/Web Personalization?

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Troubleshooting - Web Personalization (RTP) Campaigns suddenly stopped working

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