Your Achievements

0% to

Next /

to gain points, level up, and earn exciting badges like the new !

View All Badges

Open Alert Bar

Knowledgebase

Featured article

(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?

Issue You want to find the day that a piece of predictive content was discovered. Solution There isn't a direct way to see the exact date a piece of content was discovered. What you can do is filter the results to content discovered during a specific time frame. Go to the "All Content" tab. Select the Calendar on the upper right side Choose the time frame and click Apply. Result: You will see only the content that was discovered during that time frame. Who This Solution Applies To Customers with Real-Time Personalization (RTP) or Predictive Content.

Article Text Included in this Article: Overview Email Reports not Being Sent Check Report Preferences Fewer Leads than Expected Check Personal Regions Settings Cross-Domain Tracking Data Includes Own Company Overview All RTP users should be receiving a monthly and quarterly Summary Report. This email evaluates the performance of campaigns and recommended content and compares it to that of the previous month or quarter. Performance is based on click count and number of visitors converted to known leads, whether direct or assisted. Direct leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in the same visit. Assisted leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in a separate visit, up to 6 months in the future. If you would like to unsubscribe from the Summary Reports, see this article. Otherwise, several potential issues with Summary Reports are outlined below along with their potential solutions. Email Reports not Being Sent Check Spam Folder As a first step, try checking your spam folder. It's certainly possible that the email reports did not make it past your email client's spam filters. Check Report Preferences In your RTP settings, you will be able to enable or disable email reports. If you are expecting reports but not receiving them, it is possible the reports were disabled in your preferences. To check: Go to User Settings Check the Email Report settings at the bottom of the page Make sure to check the box for Summary Report and whether you would like a monthly or quarterly (or both) report. This page is also where you will be able to manage any other RTP email reports you wish to be subscribed to. Fewer Leads than Expected Check Personal Regions Settings Another page to check is the Personal Regions page. This page will allow you to display data in the Web Personalization platform and send email reports only related to the specified regions. In User Settings, click the Edit Regions button This should take you to the Set Personal Regions page: On this page, you will want to verify that any region you may have leads in is checked (marked as included in your Personal Regions). If regions that you have leads in are not included, the Web Personalization platform will not display data from that region or include it in the email reports. This means that if you have leads that are not included in your Personal Regions, their activity will not be included in Summary Reports. Cross-Domain Tracking If the visitor is shown a recommendation on one domain, but the recommended content is hosted on a different domain, two different sessions will be recorded. This divides the visit into two sessions: The click on the link to the recommended content, on the first domain The content itself and the form fill-out, on the second domain Because the click and the form fill are in two different sessions, the lead will be recorded as an Assisted Lead rather than a Direct Lead. This applies for both top-level domains (firstdomain.com and www.seconddomain.com) and sub-domains (pages.domain.com and www.domain.com/new_page). Cross-domain tracking will ultimately skew your metrics towards more Assisted Leads. To reduce the impact of this limitation, keep content recommendation and the content itself within the same domain when possible. Data Includes Own Company Clicks and visits from your own company can significantly skew your summary data, as your own employees may be visiting the company website on a daily basis. Because of this, it is important to exclude your own company from the organizations contributing to your Web Personalization data. To do this: Go to your Account Settings Scroll to the bottom of the page to find the Exclude IPs field In order to exclude your company's traffic from your data and reports, you will need to know the outbound IP address of your company's network. You should be able to obtain this information from your company's IT department. Once you have your company's outbound IP address, enter it into the Exclude IPs field and press

Article Text Included in this article: Navigate to the Clickstream module How is Visit Duration Caluclated 00:00 Visit Duration Single page viewed Session timed out Navigate to the Clickstream module Go to the Visitors page Click on a visitor to find the Clickstream module in the bottom right How is Visit Duration Caluclated When a visitor visits a website being tracked by an RTP campaign, it records clicks in the Clickstream module in the RTP platform. Clicking on a visitor allows you to view their viewing information in the Customer Journey section, including: Links clicked Time stamp of each link click Total visit duration Visit duration is calculated by subtracting the first time stamp from the last time stamp. In other words: visit duration = last time stamp - first time stamp. See the image above for an example of this calculation. 00:00 Visit Duration Single page viewed Both RTP and Google Analytics rely on clicks to determine visit duration. This means that if a visitor only views a single page, neither RTP or GA can track when the visitor leaves the page, since there is only the initial time stamp without a time stamp to mark the exit from the page. The visit duration for viewers that didn't view more than one page during the session is recorded at 00:00 since it cannot be calculated. Session timed out Another way that a visit duration can be recorded as 00:00 is if a visitor's session times out. By default, a session will end after 15 minutes of inactivity. For example, if a visitor stays on a page without making any clicks for 25 minutes (perhaps they are reading an article or watching a long video), that session will time out and be recorded with a duration of 00:00. If the visitor finally makes a click after the 25 minutes of inactivity, a new session will begin. In Google Analytics, the session timeout can be customized to be longer or shorter than the default 15 minutes.

Issue When I go to the Support area of Nation, I do not have full access to all the areas and tools. Solution Our system is specific about how you need to access the Support Portal before we can authorize you to use it. The proper steps to take for us to authorize, and for you to submit cases, are as follows: Log into your instance Click the Community tile (step 1 image) Click Support in the top banner (step 2 image) Click Submit a Case option (step 3 image) Choose from top options depending on what you need to do (step 4 image) Create a case, Manage authorized contacts, edit your Info Simply going straight to the nation.marketo.com will not have the desired result. You must access the Support Portal from your instance by using these steps so that our system recognizes you properly. If this is your first time following these steps, your view of Step 3 will be different- not to worry, as that will be updated for you manually. Step 1 Step 2 Step 3 Step 4 If you experience issues, please email marketocares@marketo.com

Article Text Included in this article Overview The Issue The Explanation Overview Sometimes you'll see an organization show up as "ISP - Anonymous - Proxy" in your visitors list in RTP. The Issue RTP is a powerful product with an immense database, but not every ISP can be found. When we receive a visit from an ISP we can't identify, instead of omitting them from our results, we use the name "ISP - Anonymous - Proxy" and set the location to "United States. The Explanation Pretty much any free Wifi signal you find like at a library or coffee shop will be listed as an Internet Service Provider (ISP). The admins for that ISP service can configure their network in any way they would like, including whether they allow for identification of their network. If there is no data provided, there's nothing for RTP or any other service to gather. In that case, that's when you'd see the "ISP - Anonymous - Proxy" listing for a visitor in RTP.

Included in this Article: Overview Why This Happens Two Ways to Fix this Problem Set the campaign as "Not Sticky" Use a dedicated Zone id that exists only on the page(s) to include in the campaign Overview In the Web Personalization platform, you defined a campaign that included certain pages, but you are seeing the campaign appear on pages that you didn't intend them to appear on. Below, we will describe what might be the issue and how to solve it. Why This Happens When defining a segment using the "Specific Pages" parameter, every visitor that views this page will be matched to that segment. Once this happens, the "sticky" campaign will be triggered and will be displayed on every page that includes this Zone id parameter. After the visitor is matched to the segment and the campaign is triggered, the segment is not taken into consideration anymore, so this visitor will keep seeing the campaign every time the Zone id exists on the page. Two Ways to Fix this Problem Set the campaign as "Not Sticky" This will make the campaign show up only once per session, and only when visitors are viewing the specific pages defined in the segment. Go to the Campaigns page Edit the existing campaign Uncheck the box for "Sticky" Use a dedicated Zone id that exists only on the page(s) to include in the campaign In Zone campaigns are displayed in a particular zone in a website, designated by the Zone id. Find "Zone id" in the campaign editor Then, give the campaign a Zone id corresponding to a unique div ID tag on the desired site(s). This will ensure that once a visitor matches the segment and visited this page once, they will keep seeing the Call To Action (CTA) on this page.

Article Text Included in this article: Overview Missing or Extra Headers Issues with Quotes Invalid Characters Invalid Country or State Names Overview The Named Accounts feature is a way to target your RTP Campaigns to specific Accounts in a Segment. It's a powerful tool for targeting specific organizations, but you may encounter errors when uploading the list of Accounts you wish to target. This doc will go over over the most common problems experienced when trying to upload a CSV file to a Named Accounts list. To learn how to upload a Named Accounts list, follow this article. Missing or Extra Headers The first line of your CSV file should be, in order: Name, Domain, Country, State. Make sure there are no extra columns or white spaces at the end of the line. See the screenshot below for an example of how to format your headers Issues with Quotes Occasionally Excel will use curly quotes, which look like these: “ ”. However, curly quotes are not recognized by the uploader, instead the uploader will recognize straight quotes like these: " ". Any curly quotes will need to be replaced by straight quotes to resolve any uploading issues. To do this: First, make sure your file is saved as a CSV file (.csv) and not an excel file (.xlsx) Right click on the file to open the CSV file using a text editor (ex. Notepad, TextEdit, etc) Find and replace both opening (“) and closing (”) curly quotes with a regular quote (") Invalid Characters This error is caused when there is an invalid character in the CSV file that you are trying to import. This is particularly common in CSV files using non-English characters. To rectify this, make sure your CSV file is UTF-8 encoded. By default, Excel encodes characters in ANSI format, so if your file has non-English characters in it, you will need to convert it to UTF-8. You can do this in Notepad or similar text editors using the following steps: Open the CSV file in the text editor and click "Save As" Save as type: All Files (Make sure you include the .csv file extension in the file name) Change the Encoding to UTF-8 Invalid Country or State Names If the location columns are in use (they are optional), check to verify that the countries and states are input in the correct way: Country names should be either the full country name, or its two digit country code. Ex: United States or US State names should just be their two digit state code. Ex: CA, NY, OR Make sure that only US states are included in the 'State' column. Named Account lists do not support other countries' states or provinces.

Article Text Image: Step Flow for Predictive Content for Web and Email What are Content URL Patterns? This post explains the first part of the flow image above: the discovery and tracking of content for the Predictive Content app. During the setup phase, the marketer defines their content URL patterns (See Create Content Patterns for more information), in order for Marketo to discover HTML content (e.g., blog posts, press release, news articles) across a domain. Setting URL patterns allows Marketo to auto-discover content when a web visitor clicks on the HTML web page within the content pattern. This content is then added to the All Content page in Predictive Content. Setting up URL Patterns Go to User Profile > Content Settings > URL Patterns. (For more information, see the Getting Started doc: Getting Started with Predictive Content) Image: URL Patterns Page Rules for Content URL Patterns Use of a wildcard (*) is permitted throughout the expression. e.g., domain.com/* or domain.com/*blog* It's recommended to use /* at end of the expression to continue pattern discovery. e.g., domain.com/blog/* to discover all your blog posts in the blog folder Content Patterns are not case sensitive. URL Pattern: "domain.com/Blog/*" will discover all HTML pages on "domain.com/Blog" and "domain.com/blog" Parameters in URLs are not discovered. Auto-content discovery removes the URL parameters in order to avoid discovering the same content URL multiple time with different parameters. Examples of Content URL Patterns Domain URL Pattern Type Result domain.com blog/* Pattern Discovers all your content that matches the pattern domain.com/blog/. Example: domain.com/blog/5-top-tricks domain.com/blog/2017/new-year-solutions domain.com/Blog/3-best-recipes domain.com article/2017/* Pattern Discovers all your content that matches the pattern domain.com/article/2017/ Example: domain.com/article/2017/5-top-tricks domain.com *datasheets* Contains Discovers any URL that contains the word "datasheets" Example: domain.com/datasheets/5-top-tricks domain.com/blog/5-top-datasheets domain.com press-release Exact Only one HTML page is discovered: Example: domain.com/press-release domain.com Exact If the domain is selected and the URL expression left empty, the URL pattern will discover only the home page Example: domain.com sub.domain.com blog/* Pattern Discovers all your html pages in the folder blog only on the sub domain sub.domain.com

Article Text Included in this Article: Enabling or Checking if the Tag is Enabled Validating the Tracking Code Checking if the Tag Executes the Tracking and Personalization Code Enabling or Checking if the Tag is Enabled Log in to RTP and enable the tag within the Account Settings page. Confirm the Tag toggle is set to On Validating the Tracking Code Check if the RTP tracking code is injected into your website's pages. In a web browser, open the developers console. Go to Network, Search for rtp. Locate the rtp.js. Checking if the Tag Executes the Tracking and Personalization Code You should see four RTP calls: rtp.js trw msg, appearing twice If you only see the first rtp.js call but not all other calls, check the following: Validate the tag's account ID In RTP, go to Account Settings, click Generate Tag, and confirm the correct Account ID Confirm the Account ID is the same in the code installed on this page (it's case sensitive) Validate there are no javascript errors. In Developers Tools, go to the Console tab and check if there are any error messages related to RTP or to jQuery Validate the tag is injected properly Check if the tag is not cutting code lines or any remark elements are not there. The RTP tag is between remark elements. Some of the RTP code lines are commented In the Developers Tools, go to Sources and add break points in the RTP tag. Refresh the page and see if there are any errors.

Article Text Included in this Article: Overview Check Tag and Content Discovery are On Check Content Patterns Verify Content Discovery is Working Overview If you notice that RTP is not tracking clicks to your Content Discovery pages, there are a few troubleshooting steps you can take. Check Tag and Content Discovery are On Go to Account Settings Check Tag and Content Discovery "Tag" and "Content Discovery" must both be enabled for Content Discovery to work. Follow this article if you are having issues with your RTP tag or want to verify that it is working correctly. Check Content Patterns In Account Settings, go to the Content tab Check that the URLs entered in the Create Content Patterns section match the URLs you wish to use with Content Discovery Verify Content Discovery is Working Once you've made changes the Content Discovery setup, visit any page in the Create Content Patterns section. If the Content Discovery is working, visiting the page should increase the click count and capture you as the visitor. To check if this worked the way that it should, after visiting the website you should: Go to the Visitors page under Analytics Use the search tool in the visitor database and search for the URL that you visited. It should return a list of visits to that site with your most recent visit at the top. If the Content Discovery is working correctly, the visitor database should have tracked your visit and it should appear among the list. Check to make sure the time stamp matches the time you visited the page. The time stamp can be found under the Visitor Information section after clicking on the visitor.

Article Text Included in this article Overview Include Pages Target URL Use Case Overview Target URL and Include Pages are both RTP terms that sound the same and get confused together, but they have different uses and meanings. This doc will go over what the differences between them are and how each can be used. Include Pages "Include Pages" is a filter used in Segments that will look for visitors who have been to specific pages. This filter will make the segment match for the visitor when they go to the designated page during the visitor’s session. If the visitor goes to one of the "Included Pages" during their session, then they match for the segment. Target URL "Target URL" is used in RTP Campaigns. In the campaign editor, the Target URL defines which page(s) the campaign will be displayed on. So, whenever the campaign is called by a segment, it will only be displayed on those pages specified in the Target URL area of the campaign. If the visitor is not viewing one of these specified pages, the campaign will not show. Use Case By using these together, you can create a campaign that will be displayed on your homepage (the Target URL) only if the visitor first viewed the pricing page (the Included Page). So, let's say your visitor went to the pricing page to look at Product A, then went back to your home page. You can have a campaign display info about Product A on your homepage knowing that the visitor is interested in that product already.

Article Text FAQs included in this article How long does it take to see RTP data in Google Analytics? Should I develop any custom code to send the RTP data to Google Analytics? Are the data events sent to Google Universal Analytics marked as non-interation? What needs to be configured in Google Tag Manager to enable to GA integration Important note about getting help from Marketo Support: Overview RTP has great a integration built in with Google Analytics that will pass data through for you. This doc will answer some of the most frequently asked questions about this integration. How long does it take to see RTP data in Google Analytics? Custom Variables (classic Google Analytics version) or Dimensions (Google Universal Analytics version) should show up after up to 24 hours. Custom Events show up in Real-Time Real-Time Data details: About Real-Time - Analytics Help Real-Time Data is available in all Google Analytics accounts. No changes to the tracking code are necessary. To see Real-Time data: Sign in to your Google Analytics account. Navigate to your view. Select the Reporting tab. Select Real-Time. Should I develop any custom code to send the RTP data to Google Analytics? No, all data is sent automatically by RTP to Google Analytics behind the scenes. Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs Are the data events sent to Google Universal Analytics marked as non-interation? Yes. The RTP script sends data events to Google Analytics (both Classic and Universal) as non-interation, so it has no affect on bounce rate and pageview metrics. Google Universal Analytics version: ga('send', 'event', 'RTP-Segments', 'segmentName', 'organizationName', null, {'nonInteraction': 1} ) Classic Google Analytics version: _gaq.push(['RTP-Segments', 'segmentName', 'organizationName', null, true]); What needs to be configured in Google Tag Manager to enable to GA integration Nothing. Everything is done automatically by the RTP tag and behind the scenes once the integration is set up correctly. Here are the related pieces of documentation to get the Google Analytics integration set up successfully: Integrate RTP with Google Analytics - Marketo Docs - Product Docs Integrate RTP with Google Universal Analytics - Marketo Docs - Product Docs Important note about getting help from Marketo Support:

Article Text Included in this article Overview Editing Labels Deleting Labels Overview RTP will allow you to add labels to your Segments and Campaigns. Here are the directions on how to do so: Label Your Segment - Marketo Docs - Product Docs Label Your Campaigns - Marketo Docs - Product Docs Sometimes Labels need to be changed or removed. Editing Labels Currently it is not possible to edit labels Deleting Labels You can delete labels using following process: 1. Filter the the page by the label you want to remove. 2. For each segment or campaign displayed, click the select box and then click Set Label 3. In the Set Label list, uncheck the label you want to delete. When the label is removed from all segments/campaigns, it will be removed automatically

Article Text Included in this article Overview The Background The Problem The Solution Overview RTP gives a dashboard that provides lots of valuable information about your RTP instance and how everything is performing. One of the widgets in this dashboard is Top Industries. This widget is designed to give you a breakdown of the top performing industries, but sometimes the industry widget is empty: The Background When a segment is saved in RTP, it is automatically assigned a type. If the segment contains only the Industry filter, then it is assigned the 'Industry' type and is included in the Industry widget on the dashboard. So, this widget only contains information on Industry segments. If it is not an Industry segment, it will not be included here. The Problem You can obviously add more filters to the segment other than Industry. However, if the segment contains other filters, then it is assigned the 'Complex' type and is not included in the Industry widget. The only information that will display in the Industry widget is what comes from segments that use only the Industry filter and that alone. The Solution If you'd like a particular segment to display in the Industry widget, there are two options: 1. Remove the other filters other than Industry. 2. Create different additional Industry-only segments.

Article Text Included in this Article: Overview Checking for Segment Matches Reasons for not Matching Typos Non-exact Matches Overview Using segments, you can target specific organizations by using the Named Accounts attribute in the segment editor. With this attribute, you can select all organizations in a Named Account List or by manually selecting organizations. However sometimes we see one of those organizations visiting the website but it doesn't match the segment, even though it is included in the segment list. Checking for Segment Matches If a list was created manually, it's possible the organization wasn't included in the segment list in the first place. To check: Go to the Organizations tab Use the search bar to search the name of the organization in question If the organization was entered in the list correctly, it will be found through the search. If it does not appear in the search results, there are two issues that are likely to have arisen. Reasons for not Matching Typos Luckily, typos are easy to fix. Simply edit the organization's name to match the spelling you wanted it to take on. Non-exact Matches Even if an organization is spelled correctly, it will still not match the organization listed in the segment if the names aren't exactly the same. It is very common for companies to have different names for their organization. To fix these non-exact matches, you'll have to be clever about how you name your organizations. In RTP, an important character to know is the wildcard character, represented by an asterisk (*). A wildcard character will match with any character or sequence of characters For example, the string "Salesforce*" will match all three of the above spellings ("Salesforce.com", "Salesforce.com Inc.", and "Salesforce Ltd") because they all begin with "Salesforce". For more examples on how to use wildcard characters, follow this document: RTP Glossary - Marketo Docs However, you must be careful using wildcards characters, because you could potentially match organizations that you didn't intend to match. For instance, the string "Salesforce*" will not only match the three examples above, but also a company named "Salesforce Finance", a completely different company.

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

Article Text Image: Step Flow for Predictive Content for Web and Email What is Auto Content Discovery? This post explains the first part of the flow image above: discovering, mapping and tracking your content assets. Content Discovery is used in the Predictive Content app to auto-discover all the content assets (videos, pdf, blog posts, press releases, white papers, etc.) on a website/domain. Once discovered, you have the ability to see how your content is performing and to decide which pieces of content should be prepared, approved and enabled for the Predictive Content outcomes on web (either in the recommendation bar or rich media) and email. Setting up Predictive Content and Content Discovery See Set Up Docs: 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

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.

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!

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) This is a article attached image 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 This is a article attached image 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. This is a article attached image 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

Knowledgebase

Maintaining a Directory of Leads Bouncing Emails

Top Blocklists - What You Need to Know

Web Personalization/ContentAI - Content Discovery Date

Troubleshooting Web Personalization (RTP) - Summary Report Issues

Web Personalization (RTP) - How Visit Duration is Calculated in RTP

Support Portal Access Issues

Web Personalization (RTP) - Organization showing "ISP - Anonymous - Proxy"

Troubleshooting Web Personalization (RTP) - Campaigns Appearing on the Wrong Pages

Web Personalization (RTP) - Common issues when uploading Named Account Lists

How URL Patterns Work in Predictive Content

Troubleshooting Web Personalization (RTP) - RTP Tag

Troubleshooting Web Personalization (RTP) - Content Analytics: Content Discovery Doesn't Work

Web Personalization (RTP) - What is the difference between Target URL and the Include Pages?

Web Personalization (RTP) - Google Analytics FAQ

Web Personalization (RTP) - Can I Delete or Edit Lables?

Troubleshooting Web Personalization (RTP) -- The Industry widget in the Dashboard is empty

Troubleshooting Web Personalization (RTP) - Segment not Matching Organizations Visiting the Website

Web Personalization (RTP) - How does Lead Data Syncing Work from RTP to Marketo

How Auto Content Discovery Works in Predictive Content

Troubleshooting Web Personalization (RTP) - Content Recommendation Engine Bar shows up on all or excluded pages

Marketo Champion Program

Troubleshooting - Web Personalization (RTP) Campaigns suddenly stopped working