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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?

Issue Description Additional domains or subdomains need to be configured for Web Personalization (RTP) Issue Resolution If you want to add a new domain, check your subscription or contract to see how many additional domains are included. Your Customer Success Manager should be able to provide this information If not all entitled domains are configured in Marketo, reach out to support to add the domain(s) If all entitled domains are configured in Marketo, reach out to your Customer Success Manager to purchase more. If you wish to add a subdomain, reach out to support as additional subdomains do not incur a cost. Who This Solution Applies To Customers using Web Personalization

Issue Description When a piece of predictive content is approved the following error appears: "Action failed. Please contact support. Error code:24 Error message: Invalid email title Error message: internal error, reported to support" Issue Resolution Change the title of the content to less than 48 characters. This error indicates that the title for the content is too long. The maximum number of characters for a title in content AI is 48 characters. Who This Solution Applies To Customers with RTP/Web Personalization/Predictive Content/Content AI Is this article helpful ? YesNo

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

Included in this Article: Overview The Content Recommendation (CRE) is a powerful way to bring your online content up front and center. The standard CRE promotes content through a recommendation bar along the bottom of the screen. The Rich Media CRE is an advanced version that allows more customization and control, putting the content recommended into a tile format in the body of the page itself. This doc will answer some of the most frequently asked questions about the CRE. Where can I find documentation to get me started? Understanding Content Recommendations - Marketo Docs - Product Docs Understanding Content Analytics - Marketo Docs - Product Docs Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs RTP Rich Media Recommendations API » Marketo Developers How does the CRE work? RTP content recommendations are based on propensity modelling - matching relevant assets to visitors in real-time. It runs visitor attribute similarities, visitor tastes and preferences and then selects the best performing assets for those visitors based on goals and conversions. It’s a great way for marketers to learn about their site’s content performance and use scientific calculations to optimize their content automatically, taking out the guessing work. To complete the digital loop, you can apply the results and extend high performing content’s reach through your outbound channels. How does the CRE select the type of content it delivers to visitors? The Content Recommendation Engine uses predictive analytics and machine learning algorithms to decide which pieces of content are relevant for each visitor individually. The parameters that are taken into consideration are: Location (Region, Country, State and City) Organization (if most of the visitors from company X are consuming this content, others from the same company will be more likely to receive it as well) Industry Revenue range Size range Number of clicks (page views) Pages viewed Number of previous visits The CRE is also based on the Markov Algorithm which takes into account the path previous visitors took when they viewed specific assets. It then predicts what asset the current visitor is most likely to click on next based on previous visitors' behaviors. The Engine also identifies the most recent assets added to the CRE and promote these recent assets. The Recommendation Engine won't recommend an asset if the visitor is on that asset page, nor will it recommend an asset that the visitor has already clicked on in the recommendation bar during their session. Do I need to create different types of segments to use the CRE? No - It’s done automatically! The sophisticated algorithms used by our proprietary technology automatically present relevant content to your audience segment using digital behavior, keyword search terms and firmographics such as: geolocation, employee size, revenue size, and industry. How can I know how many visitors clicked the recommendation bar? Option 1: Whenever a visitor clicks on a link to an asset from the CRE, "iesrc=rcmd" is appended to the URL as a means of tracking (along with some other code). So, any time a visitor clicks on a link to an asset in the CRE, the URL they go to always includes that "iesrc=rcmd". You can create a segment to track visitors in RTP who have clicked these links by using *iesrc=rcmd* in an "Include Pages" filter. Then you'll be able to identify these visitors directly in RTP and even build campaigns from this segment. Option 2: Use Google Analytics to see more in depth reports and dashboards. Detailed directions can be found here: What are direct and assisted leads? One way to measure the success of a campaign or piece of content is to evaluate the direct and assisted leads that content or campaign resulted in. Direct leads are anonymous or known visitors that clicked on recommended content or a personalized campaign and filled out a form in the same session (~30 minutes). Assisted leads are visitors that clicked on a piece of content or campaign and filled out a form some time in the next 6 months. How can I analyze CRE results in Google Analytics? Detailed directions can be found here:Web Personalization (RTP) - Analyzing Content Recommendation Engine results in Google Analytics How can I analyze RTP results in Marketo? Detailed directions can be found here: Define a Smart List for Web Personalization Activities - Marketo Docs - Product Docs How are the Named Accounts dashboard analytics calculated The graph shows the stage of a visit from a specific group of organizations starting from awareness all the way to action. The exact formula is part of our secret sauce, but it is based on behaviors like site visits and number of interactions compared to site averages. It is more of a general insight in terms of how many accounts of a specific list are advanced in the process (multiple visits, lots of page views) or very new (first visit). It will be enhanced in the near future to include more data points and signals. For more information, see this article: Account-Based Marketing Analytics - Marketo Docs - Product Docs How does the Asset Discovery work? Please see Web Personalization (RTP) - How does Asset Discovery work? Is the recommendation bar compatible with mobile devices? Yes, the CRE recommendation bar adjusts the text to fit mobile devices. You can set the font size in account settings Is it possible to customize the asset types? Custom content can be identified based off of the URL of the web page. Directions on how to create these custom content patterns can be found at the bottom of the documentation here. https://docs.marketo.com/display/public/DOCS/Enabling+Content+Discovery Once identified, that web page is then served through the CRE as a piece of content being recommended. This custom content will be categorized based on different set asset types. While the content itself is entirely custom, the content types they fall into aren't customizable. The current asset types are: Article Blog Case Study Data Sheet Presentation Press Video Webinar White Paper Is it possible to customize which content the CRE uses? Yes, you can customize the content type that the recommendation feature will use to present to your sites visitors. You can choose which assets will or won't be displayed by switching ON the relevant assets. To do this, navigate to your Recommendations page and click on the green or red icon in the Recommendations column. Then choose On or Off accordingly Is there separate reporting available to see the performance of the recommendation engine? Yes, your content performance can be analyzed using Contact Analytics reporting. Documentation about this reporting can be found here: Understanding Content Analytics - Marketo Docs - Product Docs What other RTP reporting is available? There are lots of reports available. Details about all of these reports can be found here: Email Reports - Marketo Docs - Product Docs Here are the types of reports that are available: RTP Email Reports Daily/Weekly Organizations Report Daily/Weekly Leads Report Top Performing Real-time Campaigns Top Performing Assets Report Recommended Assets Report Summary Report What are the CRE customization options? Please see the details here: Enabling the Content Recommendation Bar - Marketo Docs - Product Docs There are many options available for customization: Colors Link Color: Select the color of the hyperlink in the CRE from the dropdown choices. Background Color: Select the color of the CRE background from the dropdown choices. Font Font Size: Type in the size of the font for the CRE in the 'Font Size' field. Must be in pixels (px). Recommend size is 14 or 15px. Font Family: Type in the font type you want to use in the 'Font Family' field. Arrow Arrow Icon Color: Select the color of the arrows in the CRE bar from the dropdown choices. Arrow Icon Font: Select the icon style (arrows, chevrons, hands, etc.). Arrow Icon Opacity: Define the opacity level for the arrows What does Update Metadata Dynamically mean? When creating or editing content assets, you'll see an option to Update Metadata Dynamically. You can enable the "Update Metadata Dynamically" option in your discovered assets so that asset can automatically get updated with data that helps it be more effectively recommended.\ RTP collects all these attributes about assets like the search terms that people used on search engines before reading them. It analyzes the visitors clicking on them, organization name, industry, location etc. RTP also automatically adds metadata data to an asset based on the visitor’s in-session behavior, so it could include URLs the visitor was on, keywords and referrals. All of this data is accumulated for the recommendation engine to calculate and produce the best result to recommend. Also see these articles: Web Personalization (RTP) - How does Asset Discovery work? Create New Content - Marketo Docs - Product Docs What Machine Learning models does RTP use? 1. Collaborative Filtering based on visitor behavior and asset attributes (Cluster Analysis and Markov Algorithm) 2. Trending Algorithms Most trending/popular/new assets are showing up more often While providing equal opportunity for new assets Also see: How does the CRE select the type of content it delivers to visitors Will existing assets get overwritten when they are rediscovered? No, assets are only discovered once. The assets are unique, based on the asset's URL (not including the parameters). Any customization you make in the recommendation text, title, URL, etc won't change unless you manually change it. See the documentation here: Create New Content - Marketo Docs - Product Docs Not seeing all subdomains in account settings If you are not seeing all your subdomains in the Account Settings, make sure that you have all domains selected under Organizations: Go to "Organizations". For the "Domains" drop down list, check "Select All". Rich Media CRE What is the max number of characters I can have in the Header or Description? It's recommended that the Header be no more than 40 characters and the Description no more than 140 characters Is there a library of images we can use for the thumbnail? No, it is recommended the user add their own Thumbnail URL of an image related to the piece of recommended content. (Do you really want to use a stock photo that lots of other companies use?) Can I change the text in the button from ‘Read Me’ to say something else? Yes, the text in the call to action button can be changed. The recommendation template can be changed in the JavaScript configuration properties (rcmd.cta.text). See: RTP Rich Media Recommendations API » Marketo Developers Is 3 pieces of content the only number allowed? Yes, the Rich Media CRE is set up to work with three pieces of content at a time. Do the content pieces recommended have to be displayed horizontally? No, there are two versions of the recommendation template. You can also stack them vertically. Template1: 3 content pieces horizontal Template2: 3 content pieces vertical. See examples of both at the end of this doc: Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs

Included in this Article: Overview Data from RTP can be linked to Google Analytics (GA) for further analysis. Below we show you how to check if data is being transferred and a few troubleshooting steps if you find that it isn't. Check if Data is Being Transferred to GA Log in to GA and navigate to Reporting > Behavior > Events > Top Events You should find events with either the category "Insighterra" or "RTP". If not, another place to check for incoming RTP data is in the Custom Variables tab. Navigate to Reporting > Audience > Custom > Custom Variables If you use custom variables, you should see RTP data populated here. If you expected to see populated data in either of these two areas but you aren't seeing any, then you are having issues with your RTP-GA integration. Check out the steps below for some troubleshooting tips. Troubleshooting Steps If you have confirmed that there is no data flowing to GA, there are a few troubleshooting steps which you can take. Check if GA is Enabled Go to Account Settings At the bottom of the page, verify that Google Analytics or Google Universal Analytics is enabled. Only one of these integrations should be enabled at a time - if both are, disable one of them. If neither is enabled, go ahead and enable one of them. Follow this article to learn more about enabling and integrating GA with RTP. Verify both RTP and GA tags are loading on your website To verify this, you will need to navigate to your web page and open the browser's developer tools window. Follow this link to learn what the developer tools window is and how to get there on different browsers and operating systems. Navigate to your browser's developer tools Click the Network tab and search for "analytics.js" and "rtp.js" If both "analytics.js" and "rtp.js" show up in your search, then both RTP and GA are loading on your website. If one or both are missing, go through these steps to add an RTP tag to your website, and these steps to add a GA tag. Check GoogleAnalyticsObject customizations If you're using Google Universal Analytics, check if customizations have been made to the GoogleAnalyticsObject. Read this article to learn more about this object and its possible customizations. To check for customizations, follow the steps below: Click on the Console tab in the developer tools and run GoogleAnalyticsObject Type "GoogleAnalyticsObject" and hit Enter to check the object's type If the object's name is "ga", then you are in the clear. If not, unfortunately we do not currently support the customization.

Included in this Article: Overview The Content Recommendation Engine (CRE) is a powerful tool that can recommend selected content based on a visitor's information in the Marketo database. While you may want the CRE to appear on any page in your website, you may only have certain pages which you do or don't want the CRE to appear. In this article, we will demonstrate two ways of achieving this inclusion or exclusion of the CRE. Edit the CRE Settings First, go to Account Settings In the Domain tab of Account Settings, you will find the options for customizing the appearance of the CRE Enter the URL you wish to include or exclude in the URL Path field You can use wildcards tokens (*), which will match any character or sequence of characters, to match other pages on your website. Edit the HTML If you know how to edit your website's HTML code, you can edit the code to exclude pages. Between the <head> </head> tags on the page you wish to include, insert this CSS code: <style> .insightera-tab-container-bottom{ visibility: hidden !important; } .insightera-bar{ visibility: hidden !important; } </style> If you don't know how to edit your website's HTML, let the developer of your website know you want to have this done.

Included in this article Overview The Content Recommendation Engine (CRE) allows you to recommend specific content you'd like to promote. However, sometimes you may not want to include it on certain pages. You can exclude these pages from having the CRE on them by specifying those URLs in Account Settings as pages to be excluded. Including and Excluding pages You can select pages to exclude/include for the CRE display: In RTP, go to 'Account Settings' Under the 'Domain Configuration', locate the 'Recommendation Engine' section Choose to 'Include' or 'Exclude' Paste the URLs you want to include/exclude (e.g. /contact_us*; *action=logout*, (use * for wildcards) Use semicolon as separator) Examples of exclude/include configuration entries Maximum number of Inclusions / Exclusions The maximum character limit for the Inclusion / Exclusion field is 1,000 characters. Alternate way of hiding CRE You can place the following HTML code on pages where you want to hide the recommendation engine: <style> .insightera-tab-container-bottom{ visibility: hidden !important; } .insightera-bar{ visibility: hidden !important; } </style> Troubleshooting If you have trouble with your Content Recommendation Engine Bar showing up in places it shouldn't, check out Troubleshooting Web Personalization (RTP) - Content Recommendation Engine Bar shows up on all or excluded pages

Included in this article Overview Have you ever wanted to have an RTP campaign only show up on specific pages? This article will go over the steps needed to make an RTP campaign do just that and only show up on certain pages. Specifying a Target URL When editing a campaign, there is a section labeled "Target URL" (right under where you choose the Segment the campaign uses). This is where you can specify the URL(s) you would like to display the campaign on. Adding Multiple URLs If you would like to include multiple pages you can use the green plus button to open the multiple value entry option.

Included in this Article: 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.

Included in this article: Overview Preview is a feature that allows you to see your campaign without having the campaign deployed on your website, but not all web pages allow this. If it is not working with your website, here are some troubleshooting steps to try. Basic Troubleshooting Verify the RTP tag is loading properly on the target page. If there is no RTP tag, there's no way for the preview to work. Clear your browser cache and cookies. Have someone else test the preview. Copy and paste the link from the preview window to share the campaign example with others. Copy and paste the link from the preview window into another browser and try it there. If it is an In-Zone campaign, verify the div ID specified in the campaign exists on the page you are trying to preview. Go to the original website and look for jQuery / Javascript errors. Create a new campaign containing only the word "Test" and try to preview it on the same page. Since the maximum length of a URL for most browsers is 2048 characters, a large campaign may fail in the browser Troubleshooting Web Page Restrictions If you get an error such as the ones below, it may be that your website is blocking proxy or cross-domain requests. This would be a configuration that was made by the IT team in charge of the webpage, perhaps as some sort of connection timeout or DoS attack prevention measures. You may need to work with your IT team to have the proxy request enabled. Verify that the preview URL is correct - this message might also show up when trying to preview on non-existing pages. If your site has SSL, make sure the certificate is up to date using a tool such as https://www.sslshopper.com/ssl-checker.html. Testing with a Sandbox Segment In cases where the preview option doesn't work due to website proxy or cross-domain restrictions, and you want to see what you campaign looks like live on your website without customers seeing it, we recommend using a Sandbox segment. Sandboxing allows you to match a segment and see the campaign live by targeting a specific term added into the URL. Since leads won't randomly guess the value and alter the URL, it's safe to test on a live site. Here's how you do it. Create a new 'Sandbox' segment (i.e "sandbox=1" / "sandbox=2"...) Add the Included Pages filter and enter *sandbox=1* as the value for the URL matches. Click 'Save & Define Campaign' Change the campaign's target segment Select the new 'Sandbox' segment from the dropdown list Click 'Launch' Preview on the website Go to your live web page and add the URL parameter at the end of the URL, i.e: www.marketo.com?sandbox=1 In order to see the campaign again or changes made, you will need to clear browser cookies.

New Lead with no email address and no Marketo cookie: If a new lead fills out a Marketo form. Their Marketo cookie is created, lead details (including the cookie) will be updated and the Lead-Database and RTP sync process will be initiated. They will then be known to RTP and eligible for 1:1 personalized RTP campaigns. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Lead with email address but no Marketo cookie: When a known lead with no cookie (e.g. a lead from a tradeshow or a list) receives a Marketo email campaign and clicks on a link in the email and arrives to the website, the RTP script runs and a new Marketo cookie is created for them. The creation of the cookie is also sent to the Lead-Database and initiates the RTP sync process for this lead. This sync process may take a few minutes so personalization based on lead data will be available from the lead’s next visit. Known Lead with email address and Marketo cookie: Any changes to the lead’s data will be synced between the Lead-Database and RTP within 5 minutes interval.

1. Check the RTP Tag Verify that the RTP is properly installed on your website (see: Deploy the RTP JavaScript) In the developers console (under the Network tab) you suppose to see the following calls made by RTP while the page is loading: rtp.js?rh=www.YOURDOMAIN.com&aid=YOURACCOUNTID trw?aid=YOURACCOUNTID&trwv.uid=YOURACCOUNTID msg?a=2&sid=YOURACCOUNTID 2. Check View Filters Check if all Domains are selected under the Organization and Visitors table filters Check your user's Region Settings by navigating to 'User Settings' > 'Edit Regions' Is this article helpful ? YesNo

All the Recommendation Bar customization options are available within the RTP account settings page: Colors: Link Color: select the color from the dropdown choices. Background Color:select the color from the dropdown choices. Font: Font Size: type in the size in the 'Font Size' field (must be in pixels - px) Font Family: type in the 'Font Family' field Arrow Icon Color: select the color from the dropdown choices. Icon Font: select the icon style Icon Opacity: define the opacity level for the arrows Advanced customization There is additional customization can be done by the support team: Horizontal Bar Position: bottom (default) /top Vertical Bar Position: right (default) / left Is this article helpful ? YesNo

The asset discovery is an event listener that sits on every page and waits for visitors to click links that are considered content assets. Any behavior on web pages is being recorded in the 'session' and this event listener is continuously checking the session to see if anything happened. Once he identifies an event, he checks if this is a click on content asset. By default, assets are defined as any external pages or files (PDF, PPT, PPTX, MP4, OGG, WEBM, YouTube..) but if you configure URL patterns so the engine will look for them as well. See: Enabling Asset Discovery - Marketo Docs - Marketo User Manual Create a New Asset - Marketo Docs - Marketo User Manual A few example of how to configure the exclude/include rules for Asset URL Patterns: Page to include/exclude Is this article helpful ? YesNo

No - It’s done automatically and behind the scenes. The algorithms used by our proprietary technology automatically present relevant content to your audience segment using digital behavior, keyword search terms, and firmographics such as: geolocation, employee size, revenue size, and industry. The recommendation engine uses predictive analytics and machine learning to predict which content asset will most likely to be individually relevant for each one of your website visitors to read.

Also see: Enabling the Content Recommendation Engine - Marketo Docs - Marketo User Manual 1. Login to your RTP account and verify the Recommendation toggle in the 'Account Settings' is enabled for the relevant domain. **verify that the domain is configured properly 2. Make sure the exclusions/inclusions configured are valid and correct. 3. Go to the 'Assets' tab, check if there are some assets that turned on (green light) and being recommendable 4. Wait a few minutes seconds and refresh page - if the bar still does not appear - contact support. Is this article helpful ? YesNo

Also see: Enabling Asset Discovery - Marketo Docs - Marketo User Manual Steps to fix: Verify the RTP tag exists on the page Verify there are no any jQuery / Javascript / Other errors in the Developers Console Login to your account and go to the 'Account Settings' panel > make sure the 'Assets' toggle is switched to On In the 'Account Settings', go to the 'Assets' tab and make sure the URL patterns configuration are valid Select an asset in 'Assets' tab and click on link to check if click count increases and capturing you as the visitor. (see note 2) NOTES Don't forget to add wildcards (*) in your URL patterns, otherwise it will only cover the exact page you inserted: www.marketo.com/solution won't match: www.marketo.com/solution/rtp.pdf This step doesn't work with PDF files, simply because the rtp js tag is not installed on PDFs. In addition, the click event listener doesn't work on the back office, so only if it is an HTML page and you are viewing it (while rtp is running in the background) you should see the counter changes.

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Troubleshooting Web Personalization (RTP) - Can't Preview Campaigns using Proxy

How does the Known Leads Targeting work?

No data in the RTP back office

What is the Exported (CSV) Report row limitation?

What are the Recommendation Engine customization options?

Is there a separate report to see the performance of the recommendation engine?

How does the Asset Discovery work?

Do you need to create segments to use the CRE?

RTP Content Recommendation Engine doesn’t work

The RTP Asset Discovery doesn't work