Knowledgebase

FAQs Included in this Article: Overview Are RTP campaign designs responsive Can you see how your RTP campaigns will be displayed on multiple devices Can campaigns be displayed only on one page Can I insert JavaScript to RTP campaigns Can RTP campaigns be blocked by ad blockers or JavaScript blockers Does marketo RTP support animated GIF files Does RTP impact SEO Does RTP support HTML5 How does Any Page in the Target URL field work How does RTP A/B testing work How accurate is RTP's reverse IP geolocation targeting How to use the User Context API segmentation What are the recommended sizes for RTP campaigns What is a conversion in RTP What is the limit of organizations you can target for an RTP campaign What is the limit of names allowed in the 'Organizations' criteria What is the limit of rows exported in an Excel export What is the limit of Zip Codes allowed What is the limit of segments allowed   Overview Segments and campaigns are powerful tools in the Web Personalization platform for targeting groups of potential leads and pushing them relevant content. Segments allow you to target your audience based on demographic fields like organization, location, and lead status, or based on behavioral fields like number of visits, mobile device used, or search terms used. Campaigns use segments to personalize your marketing efforts, allowing you to deliver relevant content to specific segments of your audience. This doc will answer some of the most frequently asked questions about segments and campaigns in RTP. If you would like to first learn the basics of using segments and campaigns, read through this collection of documents that will get you started: Getting Started (RTP)     Are RTP campaign designs responsive Yes. This means that RTP campaigns will work on mobile devices and will adapt to the sizing of mobile websites. Only Dialog and Widget campaigns are affected by screen sizes, as In Zone campaigns behave as embedded parts of the website. There are RTP Mobile Templates for fitting dialog campaigns to all mobile screen sizes.   Furthermore, in the segment editor, you can segment by mobile device type and manually create campaigns that appear differently on different devices.     Can you see how your RTP campaigns will be displayed on multiple devices In the campaign editor, you can use the preview tool to view how an RTP campaign will look. This tool will allow you to change the view settings to preview your campaign on all different kinds of devices with different screen sizes.     Can campaigns be displayed only on one page Yes, this can be done by using the "Include Pages" field in the segment editor        Go to the Segments page and hit the Edit button on the segment associated with your campaign        Use the Include Pages field to enter the specific page that you wish to have the campaign display on        You can also use this field to include any page with a specific keyword in the URL. To do this, use wildcard characters (*) which will match any sequence of characters. For example, "*product*" will match any URL that contains the keyword "product".     Can I insert JavaScript to RTP campaigns The RTP's campaign editor supports any standard and valid HTML, JavaScript, or CSS codes. Invalid codes will be stripped off the campaign's HTML   While using valid HTML, JavaScript, or CSS will work as expected, the use of jQuery can be problematic. Campaigns generally load very fast, especially In Zone campaigns, and they will often load before jQuery even exists on the web page. This can cause error messages in the developer's console or issues loading the campaign. If you need to use jQuery on your page, contact Marketo Support and we can try to come up with a simple workaround. Advanced solutions will need to be developed by a third party developer or the PS (product services?) team.     Can RTP campaigns be blocked by ad blockers or JavaScript blockers Basically, no. For a more in depth answer, please see Web Personalization (RTP) - Can RTP Campaigns Be Blocked by Ad Blockers or JavaScript Blockers     Does marketo RTP support animated GIF files Yes, we do support both static and animated GIF files in RTP campaigns. We do still recommend you preview and test the campaign to assure that the GIF appears as you hoped it would.     Does RTP impact SEO RTP does not affect any SEO performance and in some cases it can even improve SEO ranks due to longer website engagement. Search engines use robots to crawl through the content of web sites, which happens before RTP runs campaigns and personalizes content. This means that content from RTP does not get picked up by the search engines' robots, and will not contribute to a web page's rank. In many cases, RTP will actually improve a web page's SEO rank. Since RTP can increase engagement among a page's visitors, it can improve behavioral metrics like average time on a site, pages per visit, etc.     Does RTP support HTML5 Yes, all campaign types in RTP support HTML5.     How does Any Page in the Target URL field work The "Any Page" option in the target URL means that once the visitor matches the target segment, the campaign will be shown regardless of which page they are on within your web site.     How does RTP A/B testing work A/B testing a campaign consists of deploying slightly different versions of a campaign to test which version performs the best. To learn how to A/B test a campaign, see AB Test Your Web Campaign   The test works by randomly selecting a certain percentage of users to see one version of the campaign, and the rest see the second version. If the campaign is set to be Sticky (you can find this option in the campaign editor, shown below), the visitor will see one version of the campaign for their entire session on your web site. This means if the user is first shown campaign B, they will keep seeing campaign B until the end of their session. In that visitor's next session, they may see either campaign A or B.   If the campaign is not Sticky, the visitor will only be shown the campaign once during their session, whether that be campaign A or B. In their next session, they will again only be shown the campaign once, and again it could be either campaign A or B.     How can RTP recognize the search term When you visit a web page, your browser will keep track of the URL of web page that you were on directly before getting to that page. This is known as the "referral" URL. With the referrer URL, it is relatively simple to extract the search terms.   RTP uses this ability to extract search terms from the referral URL to determine the search terms used and record them in Marketo.   Unfortunately, Google has recently begun to withhold and encrypt much of this data, making it impossible for RTP to extract the search terms in some cases. For now though, you will still be able to get all search terms from other search engines like Yahoo and Bing.     How the RTP industries and organization groups are defined Industries In the segment editor there is an option to target visitors that come from specific industries, including: Agriculture & Mining Business Services Computers & Electronics Consumer Services Defense Education Energy & Utilities Financial Services Government Healthcare, Pharmaceuticals, & Biotech Manufacturing Media & Entertainment Non-Profit Other Read Estate & Construction Retial Software & Internet Telecommunications Transportation & Storage Travel Recreation and Leisure Wholesale & Distribution   Marketo uses advanced machine learning algorithms to determine the industry based on data from _____. Marketo also uses keywords in the organization's name to get a better match for its industry. For example, an organization named "UCSF Medical Center" probably belongs to healthcare just based on the name itself, and "Stanford University" probably belongs in Education.   Organization Groups You can also target visitors in companies of various sizes, or Organization Groups, including: Fortune 500 Fortune 1000 Global 2000 Enterprise SMB   Marketo uses Forbes' annually updated lists to determine companies in the Fortune 500, Fortune 1000, and Global 2000 groups. Enterprise companies are defined as those with more than 1,000 employees and revenue greater than $250 million. SMB companies are all (non-ISP) organizations that are not defined as any of the above.   For more information on segment categories, visit: https://docs.marketo.com/display/public/DOCS/Using+Web+Segments     How accurate is RTP's reverse IP geolocation targeting IP based geo-location targeting has a 95% accuracy rates for country level and around 85% for states. For ISPs (Internet Service Providers) it is less accurate, because they often use different physical proxies and change their routing more often. Over time we follow the changes and update our database continuously.     Is it possible to redirect target visitors to specific pages Please see Web Personalization (RTP) - Redirect Targeted Visitors to Specific Pages     Is it possible to use segmentations from the Lead Database in RTP Currently this is not a feature that RTP supports. However, see this document if you wish to implement a work-around.     Is there a way to restore a deleted campaign There is no way to restore a deleted campaign in RTP. However, if you need to restore a deleted campaign, contact Marketo Support and it can be done if it was recently deleted. Unfortunately even restoring the campaign through Marketo Support will not restore the campaign's performance statistics.     RTP or CMS campaigns - which will win CMS campaigns are generally injected to the web page, meaning it runs before the page loads. RTP, on the other hand, runs as the page is loading. Since RTP campaigns run after CMS campaigns, they will override the CMS campaign and the page will only show the RTP campaign.     How to use the User Context API segmentation The User Context API is a very advanced and technical functionality. All of its documentation can be found here, on the Marketo Developers database.     What are the recommended sizes for RTP campaigns Of course the size of your RTP campaigns is up to your discretion, but here are our recommendations for various types of campaigns: Dialog (Square Pop-up): 250 x 250 pixels Widget (Medium Rectangle): 300 x 250 pixels For more standard sizes: en.wikipedia.org/wiki/Web_banner#/media/File:Standard_web_banner_ad_sizes.svg     What does the "Marketo Email Campaign" option mean When creating a segment with the filter "Marketo Email Campaign", the segment will only match visitors that visit your website after clicking an email in the specified campaign.       What happens when a visitor qualifies for more than one campaign When a visitor qualifies to see more than one campaign, depending on the types, you may see multiple campaigns on the page or only one. Below is a table explaining what happens when a visitor qualifies for two campaigns:     When only one campaign is to be shown, the campaign that is displayed is chosen randomly between the two. When a visitor qualifies for two In Zone campaigns with the same Zone ID, the campaign that is displayed is also chosen randomly.     What is a conversion in RTP A direct conversion is a visitor that became a lead after clicking on an RTP campaign. In a summary report, you will see the Direct Lead Conversion Rate, which is simply the percentage of clicks on the ampaign that lead to direct conversions.     What is the limit of organizations you can target for an RTP campaign There are no constraints on the number of organizations included in a campaign.     What is the limit of names allowed in the 'Organizations' criteria The limit is 100 names. It is a best practice to use dynamic lists instead. Dynamic lists will generally perform better because they are designed to index and handle larger lists.   What is the limit of rows exported in an Excel export By default, RTP limits the number of rows in an Excel (CSV) export to 100.  If you need more rows than that, you can increase it by going to User Settings and changing the value for 'Number of Rows in Excel Export.'  The maximum allowed is 10,000 rows     What is the limit of Zip Codes allowed You can enter up to 6,500 zip codes. They must be separated by semicolons (01234;12345; etc.)     What is the limit of segments allowed The segment limit varies: it can be 30, 60, or unlimited depending on your Marketo subscription type. If you have reached your subscription's limit, you will want to clear out segments that are not being used.   If you get an error message saying you've reached your limit, yet you believe your subscription makes you eligible for more segments, contact Marketo Support.

Included in this article   Overview Why This Happens How to Fix it Overview Lead Partitions are used to put leads into different groups or "buckets". You can set up the lead partitions however you like, but sometimes you'll need to move a lead from one partition to another. The Product Doc here shows how to move the lead to the other partition, but what if the other partition doesn't show up as able to be selected?   Why This Happens When setting up the workspace, you can assign lead partitions to those workspaces to limit which partitions are accessible. You'll need a campaign flow step to move the lead to the new partition, but if the campaign is being run from within a workspace that doesn't have permission to access that partition, then it can't "see" the partition at all and it won't show up as being able to be chosen.   How to Fix it To fix this, you'll need to assign the lead partitions to the workspace. This will allow the workspace to "see" that lead partition.     1. Under Admin, click on Workspaces & Partitions.       2. Select your Workspace and click Edit Workspace.         3. Edit the workspace to add the partitions and choose the lead partition you want to move the leads to. Then click the save button.           You should now see the lead partition in the selection field to move the leads.   You can find more information about Workspaces and Partitions here Understanding Workspaces and Lead Partitions - Marketo Docs - Product Docs

Included in this article Lead-to-Account Matching Why aren't leads automatically associating with my named accounts? Why do the incorrect leads get associated with my Named Accounts? Discover CRM Accounts or Discover Marketo Companies Why do I see fewer numbers of CRM accounts in the Discover CRM account grid than in my CRM system? Why can't I see the new contacts and opportunities automatically associated with my Named Account that I created based on that CRM account? I can't see any company names in Discover CRM grid or Discover Companies grid. I have a bunch of leads from a specific company, but I don't see this company in the Discover grid. Top Accounts Why I can't see any named accounts in my Top Named Account list? Top People Why can't I see people with stars and flames at account level? Interesting Moments Why don't I see Interesting Moments at account level? Email Activities Why can't I see Email metrics such as number of emails sent at account level? User License Why can't my users see the new ABM Tile? User Permission Why can't I create/edit/delete a Named Account, Account Lists etc. Logos Why can't I see the Logo for my Named Account? Additional Documentation Lead-to-Account Matching   Why aren't leads automatically associating with my named accounts? Because the named accounts have not been created from the Discover Company grid or Discover CRM grid. Marketo TAM only supports automatic association when you create Named Accounts from Discover grids.     Why do the incorrect leads get associated with my Named Accounts? The most common cause of this is an error made associating the company to the incorrect Named Account. The Support team has the ability to delete the rule for further association of the wrong leads to accounts. Contact Marketo Support for more detailed information.       Discover CRM Accounts or Discover Marketo Companies   Why do I see fewer numbers of CRM accounts in the Discover CRM account grid than in my CRM system? Marketo TAM de-duplicates the CRM accounts based on their account name. (e.g. the 2 CRM Accounts "Acme" and "acme" would show as 1 company in discover grids).     Why can't I see the new contacts and opportunities automatically associated with my Named Account that I created based on that CRM account? Make sure the Named Account was created from the Discover CRM grid. Make sure the CRM account name in the CRM system has not changed. If it has been changed, then go back to the Discover CRM grid and associate the new CRM record in this grid with the existing Named Account.     I can't see any company names in Discover CRM grid or Discover Companies grid. This will require help from the Support team. Contact Marketo Support for more detailed information.     I have a bunch of leads from a specific company, but I don't see this company in the Discover grid. It can take a few minutes up to a few hours to process the new leads in the lead database before the company is proposed on the Discover grid. Check if the leads were recently created in the system. The company name on the leads could be different than the company name in the Discover grid. One of the databases we use matches companies to domains used, but another one may have a different company listed, which will get sorted out as the databases update the records. This issue could also be caused by information from those leads coming from an ISP, or if they have public email domains (e.g. Gmail, Yahoo). We don't show these company names in the Discover grid.       Top Accounts   Why I can't see any named accounts in my Top Named Account list? TAM won't show Named Accounts in Top Accounts with ZERO pipeline or ZERO account score.       Top People   Why can't I see people with stars and flames at account level? This will happen if your subscription doesn't have Sales Insight enabled       Interesting Moments   Why don't I see Interesting Moments at account level? This will happen if your subscription doesn't have Sales Insight enabled       Email Activities   Why can't I see Email metrics such as number of emails sent at account level? This will happen if your subscription doesn't have Email Insights enabled       User License   Why can't my users see the new TAM Tile? Each user must have an TAM license issued in order to access the tile.       User Permission   Why can't I create/edit/delete a Named Account, Account Lists etc. This will happen if the user doesn't have permissions enabled to create/edit/delete Named Accounts.       Logos   Why can't I see the Logo for my Named Account? Logos are not supported when you merge 2 companies into 1 Named Account       Additional Documentation Here are some links to related Documentation that you may find useful:   Account Based Marketing (ABM) FAQ - Product Facts & Figures Target Account Management Overview - Marketo Docs - Product Docs TAM - Issue a License - Marketo Docs - Product Docs TAM - Permissions - Marketo Docs - Product Docs TAM - Getting Started With TAM - Marketo Docs - Product Docs TAM - Account Score - Marketo Docs - Product Docs TAM - Account Lists - Marketo Docs - Product Docs TAM - Add People to a Named Account - Marketo Docs - Product Docs TAM - Discover Accounts - Marketo Docs - Product Docs TAM - Lead to Account Matching - Marketo Docs - Product Docs TAM - Named Accounts Overview - Marketo Docs - Product Docs TAM - Account Filters - Marketo Docs - Product Docs TAM - Account Triggers - Marketo Docs - Product Docs TAM - Main Dashboard - Marketo Docs - Product Docs TAM - Account List Insights - Marketo Docs - Product Docs TAM - Named Account Dimension in RCA - Marketo Docs - Product Docs TAM - Named Account Insights - Marketo Docs - Product Docs

Included in this article Overview Use Sync User Login Check Field Level Security Overview If you've ever had trouble getting a field or field value to sync between Salesforce and Marketo, the most common problem is that the Salesforce sync user doesn't have permissions to access that field.   Since different users have different permissions to access fields based on their roles, not every field or record is visible to every user. However, there can be cases when a user needs access to fields which are not accessible. For example, if a program needs to be tested but the field is not accessible, or the user may have been simply missed from the permissions. In such cases, you can check whether the sync user can see that field.     Use Sync User Login To find if your sync user has permissions to access the field, check the Salesforce integration ID. Navigate to Admin > Salesforce and check the Credentials. This will give you the login ID. Your Salesforce Admin should have the password for that login ID.       Next, log into your CRM using those SFDC sync user credentials.       Navigate to the lead/contact record.       Check to see if the field shows on the lead record. If the field is not visible, that means that your sync user does not have permissions enable to access that field.       Check Field Level Security If the field isn't visible, we need to check the Field Level Security for the fields. This is where the fields will be listed with checkboxes indicating whether the field is to be accessible or not.   1. Go to Setup.       2. Navigate to your Profile.       3. Go to the section “Field Permissions.”     Here you’ll be able to see the fields and their corresponding permissions. Restricted permissions could be a reason why the SFDC sync user cannot see a field or record. Therefore, you may need to make changes here to allow permissions to view it.

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.

  What is the Email API? What is the Email API used for? What is Email 2.0? Does the Email API Work on Email 2.0 Assets? Will the Email API Break when Enabling Email Experience 2.0? How Are 1.0 Assets Upgraded to 2.0 Assets? What to Do When an Email Was Accidentally Converted to Email 2.0 format?     What is the Email API? API stands for Application Programming Interface and the Email API allows an automated process to create and edit emails in Marketo. There are also other API calls that involve emails, such as Approve Snippet (assuming the Snippet is used in an Email) and Clone Program (assuming the Program contains Emails). There are also API calls to create and update Email Templates. Essentially, the API can do many things that you can also do through the Marketo user interface, but then in an automated fashion.     What is the Email API used for? There are many scenarios: an external system could create Emails in Marketo using data that lives outside of Marketo. A translation service provider could clone a master Email, translate it to many languages, then save them back into Marketo as localized Emails. A reporting system could extract Emails from Marketo to use in reports that are generated outside of Marketo. An external system could Clone a Program that contains Emails, then populate the Program Tokens and schedule the Email to be sent out at a specific time. There could be an external email template creation system that creates new Email templates in Marketo through the API.     What is Email 2.0? “Email Experience 2.0” is the new Marketo product feature with the enhanced email editor, documented here: docs.marketo.com/display/public/DOCS/Email+Editor+v2.0+Overview. It can be switched on in Admin > Email > Edit Email Editor Settings. All Emails and Email Templates also have a version number, either 1.0 (the old version) or 2.0 (the new version). If we refer to “Email 2.0 asset” we mean an email or email template in the new upgraded 2.0 format.     Does the Email API Work on Email 2.0 Assets? Yes.     Will the Email API Break when Enabling Email Experience 2.0? No. Enabling Email 2.0 will not automatically upgrade Emails or Email Templates to the new 2.0 format. The Email API can still create new Emails and Email Templates in the 1.0 format.  However – after enabling Email 2.0 – any Email or Email Template that is created or edited and approved through the Marketo User Interface will automatically be upgraded to the 2.0 format.     How Are 1.0 Assets Upgraded to 2.0 Assets? If you edit an “Approved" or “Approved with Draft” 1.0 Email with Email 2.0 enabled, the draft is converted to the 2.0 format. You can still discard the draft to go back to the approved 1.0 format. Once you approve the email and it becomes 2.0, the Email cannot be converted back to 1.0. If you edit a “Draft” 1.0 Email (never been approved), this will automatically be converted to 2.0 with no option to revert back to the 1.0 format. The same applies to Email Templates.     What to Do When an Email Was Accidentally Converted to Email 2.0 format? If an Email or Email Template was accidentally converted to the 2.0 format, you’d have to copy the asset contents to a text editor, disable Email 2.0, then create a new 1.0 asset using the content that you copied.

There are 3 kinds of visitors to your website: visitors using their company Wi-Fi, known visitors using an ISP, and unknown visitors using an ISP. RTP handles all three of these cases differently, and they are explained below.   Visitors on Company Wi-Fi The visitor's company is recognized by the company's IP address Their visitor information, such as company name, industry, location, etc. is determined by the company who they are registered under   Known Visitor on ISP Visitors are recognized by a previous form fill-out RTP will override the ISP name and identify the visitor by their company name and email address RTP does not override the location of known ISP visitors   Unknown Visitor on ISP The visitor will be shown as coming from an ISP, such as AT&T, Comcast Cable, etc. His geo-location will be shown as the ISP's data center The location accuracy for ISPs is 95%, though state and city accuracy is less reliable as ISP tend to use proxies Since it's impossible to identify the company that these visitors come from, you can decide to exclude ISP visitors from seeing campaigns. While RTP can't identify the company, it is still possible to target these visitors by their online behavior (search terms, referrals, page visits, etc.

Included in this Article:   Overview The Problem The Solution Rich Media Content Recommendation Engine Info     Overview The Content Recommendation Engine (CRE) is a powerful tool that will allow you to promote online content to your visitors based on their behaviors and the performance of the content itself. When the RTP tag is used on multiple domains, it will pull in all available content regardless of which domain it's on. For some marketers, this can be a problem.     The Problem With the standard Content Recommendation Engine, this is an expected behavior. You can't limit the the recommendations from one domain to stop showing up on other domains. The content being recommended will show across all domains where the RTP tag is in use.     The Solution There are two types of Content Recommendation Engine. The Rich Media Content Recommendation Engine will let you get around this problem.   The standard Content Recommendation Engine gives the bar along the bottom of the web page with the content recommendations in it. This recommendation engine is expected to have content extending across all domains where your RTP tag is in use.   The Rich Media Content Recommendation Engine will allow you to target which content you want to have in which places by categorizing the content and specifying which categories each web page should pull from.     Rich Media Content Recommendation Engine Info For directions on how to utilize the Rich Media Content Recommendation Engine, please see: Enabling the Rich Media Recommendation Engine - Marketo Docs - Product Docs

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.

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

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.     1. Locate and select the User Context API filter (in the API category).     2. Select "Campaigns - Viewed" from the "Select field to add" drop down.   3. Select "is not" and insert the Campaign ID.     Where to find the Campaign ID The Campaign ID is the identifier used by RTP to specify which Campaign you are referencing. It can be found in the URL for the campaign once you've navigated to it. Look for the number in the end of the URL, just after "reactionId=".             4. Click the plus sign to add a second field to the filter. Choose "Campaigns - Viewed" as the second field, same as the first.   5. Select OR from the AND/OR field. 6. Select "is empty" for the second Campaigns Viewed filter option. S     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.

Included in this article   Overview: Root Causes and Solutions: The image is too large and it takes a long time for it to load The image dimensions are not defined in the campaign editor   Overview: In some cases when creating a dialog box campaign that includes only an image, the dialog box won't render properly on the page. This might look like below:     Root Causes and Solutions: The image is too large and it takes a long time for it to load      Solutions: Wait to see if eventually the image loads properly. In this case, you will want to use an image that is a smaller file size.   The image dimensions are not defined in the campaign editor      The dialog box doesn't have any indication for what its height should be (auto-height is enabled by default).      Solutions: Select the image in the editor and click 'Edit Image' button Go to the Appearance tab and verify that the dimensions are defined If the dimensions are not set, manually set them or re-insert the image (this will automatically configure the image's original dimensions)

Questions? Ask Support! Securing your Adobe Marketo Engage Landing Pages By default, Marketo Engage serves domains as HTTP, and historically we’ve given our customers the choice of whether or not to secure their Marketo Engage domains (HTTPS); however, in 2018, browsers enforced new security measures to better protect their users - one of which was to flag all non-secure (HTTP) web pages with a visible "Not Secure" warning (the unlocked pad lock icon in the address bar). This effectively shifted the choice of using secured (HTTPS) domains from a best practice to a requirement. Marketo Engage's Secured Domains solution secures any and all domains defined in your instance so they will be served via HTTPS.  For a full explanation of the benefits Secured Domains provides, in contrast with a basic SSL certificate, please see this Nation Post.   NOTE: As of late 2019, Marketo Engage changed it's pricing/packaging to now automatically include a base Secured Domains package with ALL subscriptions. This base offering secures the first landing page domain and first tracking link domain to provide all of our customers with the basic necessities of digital marketing. Should you use more than these two domains, they may be purchased a la carte, so customers only pay for what they need. Contact your Marketo Engage Customer Success Manager to purchase additional Secured Domains or discuss further.   Identifying Landing Page Domains in Your Instance Please note the below only covers securing your Landing Page domains. For steps on how to secure your Tracking Link domains, please visit this Nation Post.   New Subscriptions: If you’re a new Marketo Engage customer with a new subscription, one of the steps in setting up your instance is to set your CNAMES, landing pages domain name, and any domain aliases. For more information see, Customizing Your Landing Pages URL with a CNAME and Adding Additional Landing Page CNAMEs. Once this is done, you’ll be ready to count the unique domains (as described below) and initiate the Secured Domains provisioning process through Support.   Established Subscriptions: Have you had your Marketo Engage subscription for a while and want to know how many landing page domains you have configured in your instance? If you’re a Marketo Engage Admin, you can see your landing pages domain name and domain aliases by navigating to: Admin console > Integration > Landing Pages   On the Landing Pages tab, you’ll see your landing pages Domain Name. In the example www.info.mycompany.com, the first part of the URL (info.) is your CNAME and the second part (mycompany.com) is the top-level domain (TLD). Marketo charges per unique top-level domain - i.e. only the orange part.   Next, you’ll also need to check the Rules tab and look for Domain Aliases.   It’s important to note that when it comes to securing your Marketo Engage landing pages, the Secured Domains for Landing Pages process will secure all of the domains in your instance. It’s an all-or-nothing action, meaning you cannot chose which domains to secure for HTTPS and which to leave HTTP.  And don’t worry – we’ll count these up for you so we can scope your subscription correctly.   The Secured Domains Provisioning Process The process to secure your landing page domains includes steps that must be completed on Marketo Engage’s side as well as steps that you’ll need to complete in your instance prior to us enabling HTTPS.   First, you'll need to configure your domains, choose a CNAME, and point it to your unique Marketo domain (i.e. prefix.mktoweb.com). These first-time-setup instructions can be found here.   Then, you'll need to contact Marketo Support to complete the process. NOTE: Domains are NOT automatically secured once they're configured in your instance - you MUST contact Support for any domain changes!   On our side, we’ll first provision your prefix.mktoweb.com domain on Cloudflare servers, then complete the secure handshake validation between DigiCert and Cloudflare to provision the necessary SSL certificates to serve your landing pages over HTTPS.   On your side, to ready your instance for the conversion to HTTPS, you’ll need to review, update and re-approve your landing pages: Change all images, JavaScript files and other external links in landing pages to HTTPS. Pages with HTTP links may display an “Insecure Content on Secure Pages” error. You can read more about that here: What Exactly Is a Mixed Content Warning? If you include a Marketo Engage landing page on a secure website using an iframe, you will need update the HTML to load the secure version of the landing page, otherwise the end user will get a security warning. If you use a Marketo Engage Form on a non-Marketo Engage page, you will need to update the follow-up URL to HTTPS if you’ve explicitly referenced a HTTP page.   Once you’ve completed the steps above, it’s time to coordinate the cut-over to HTTPS with Marketo. You’ll need let Marketo Engage Support know that you’re ready to initiate the cut-over process.   NOTE: To help ensure a smooth transition, please confirm with your IT team that they have NOT placed a CAA against DigiCert on your top-level domain (this grants permission to only specific vendors to issue SSL certificates to your domain). We’ll work with you to plan a time when you have few or no upcoming batch campaigns running, and also a time when your team is available, if needed, to make a few updates in your Marketo instance.   RECOMMENDATION: After the cut-over, you may notice that images are not displayed in the Marketo Engage email editor or preview mode. Rest assured your emails will send correctly and the images will render for recipients. To see the images in Marketo Engage, you must adjust the image URLs from HTTP to HTTPS in the editor. Again, whether you take this step or not, the images will render properly for your email recipients.      That’s it! Once our team enables Secured Landing Pages for your instance, your landing pages will be served via HTTPS. Of course, it’s a good idea to do some validation of your pages after the cut-over to be sure your pages are loading correctly, images are loading, and that you didn’t miss any hard-coded HTTP links. Moving your pages to HTTPS, you can rest assured that you’re providing critical security and data integrity for both your pages and your visitors’ personal information. Good job, you!   OTHER HELPFUL FAQs Cloudflare has blocked my domain from being secured by Marketo Engage. What does this mean and how do I resolve it? Cloudflare takes security steps on their SSL for SaaS v2 platform used by Adobe Marketo Engage to ensure domains belonging to the internet's most popular brands and websites are not issued SSL certificates without explicit permission from it's owner. Cloudflare pulls from the list of the top 1 million domains on the internet from Tranco to determine which domains it will block from securing without consent.   Adobe does not control the content of this list and cannot make changes to add or remove your domain. If your domain is on this list, Customer Support may report that your domain is unable to be secured without taking extra steps. Your business may either: Request a certificate from LetsEncrypt instead of Digicert. LetsEncrypt offered certificates do not have the same restrictions. Submit a Letter of Authorization with your request to Customer Support. This must be a signed letter on company letterhead confirming that your company authorizes Adobe Marketo Engage to secure your requested subdomains. Do I need to provide a TLS/SSL Certificate? No, in fact, to avoid the unnecessary hassle, risk and fire drills caused by expired certificates, Marketo Engage now only accepts customer-provided certificates on an exception-only basis. The certificates included with Secured Domains auto-renew annually without any human interaction on either side.   What Certificate Authority (CA) issues the certificates for the Marketo Engage’s Secured Domains? The certificates are authored by DigiCert.   What type of certificate is provided? We produce a pack of two certificates; The primary certificate uses a P-256 key, is SHA-2/ECDSA signed, and will be presented to browsers that support elliptic curve cryptography (ECC). The secondary or fallback certificate uses an RSA 2048-bit key, is SHA-2/RSA signed, and will be presented to browsers that do not support ECC.   Will my domains be on a shared SSL certificate with other companies? Absolutely NOT! That's like sharing the same car lock with other people - avoid dealing with vendors who offer this service. Each of your domains will get its own certificate, meaning you will not be on a shared certificate with other companies.   Will all the subdomains be covered? Marketo Engage defines a subdomain interchangeably with CNAME for billing purposes. As an example, with your company.com domains, the subdomains go.company.com, info.company.com, help.company.com etc. would could as 3 unique subdomains. Please keep in mind that company.com, company.com.uk, company.com.ca are separate top-level domains.   Can I choose which domains/subdomains to secure? Securing your domains is all-or-nothing, meaning the process automatically secures all domains/subdomains you've set up in your instance. If you do not use or need old domains lingering in your instance, be sure to delete them so you're not charged.   If I have a CAA record, can it affect my certificate issuance? Yes, CAA records MUST be configured to allow DigiCert issuance, or else we will be restricted from issuing one. Please check with your IT team to ensure this is not a blocker. Further information: https://www.digicert.com/dns-caa-rr-check.htm   Can I provide my own SSL certificate to secure my domains? Not unless they are the Extended Validation (EV) certificate type. If not, but your IT team has instructed you they must manage them, please reach out to your CSM with the business use case and any details to request an exception. Please note this only causes additional risk, hassle, time, and effort on all parties.   We require an Extended Validation (EV) certificate. Can the Secured Domains for Landing Pages product accommodate this? Since the certificate provided with Secured Domains is not an Extended Validation (EV) type, Marketo Engage absolutely allows customers who require this (typically healthcare, finance, government) to procure the EV certificate/private key and provide this to Marketo Engage Support; however, please note you will then be 100% liable for managing/renewing/sending Marketo Engage the new certificate with ample time to install it to avoid expiration. Expired certificates will not be categorized as a P1.   What Marketo Engage configuration is required to complete the Secured Domains setup? One or more CNAMEs for the Marketo Landing Pages must be configured in the Admin section of the application as described here: Setup Steps - Marketo Docs - Product Docs   How many domains can I secure? Technically, as many as you like. However, please note there is an additional cost associated with secured multiple domains beyond the first two covered by the base offering.   If I am using Domain Aliases in my Marketo Engage subscription, do I have to secure each of these? Securing your Marketo Engage landing pages requires you to secure all domains used in your instance including your Domain Aliases.   How do I see the Landing Page domains in my instance? Marketo Engage Admins can see your landing pages domain name and all domain aliases by clicking on Landing Pages in the Integration section of the Admin console. On the Landing Pages tab, you will see your full Landing Page Domain Name. On the Rules tab, you will find all Domain Aliases set up for your instance. For the Secured Domains for Landing Pages you will need to count the number of domains used in your instance. When counting domains, please provide the number of unique top-level domains – only the orange part here: www.info.mycompany.com Are Domain Aliases for different countries counted separately? When counting domains, you might have the same CNAME but unique top-level domains: info.mydomain.com, info.mydomain.au, info.mydomain.de. Even though the CNAME is the same, the top-level domains (mydomain.com, mydomain.au and mydomain.de) are unique and thus counted as such (3 total domains). Vice-versa, unique CNAMEs (info., go., pages.) with the same top-level domain (mycompany.com) are considered subdomains of a single top-level domain.    Will URLs to the existing non-secure (HTTP) Marketo Engage Landing Pages continue to work? Your existing HTTP URLs will continue to work and will automatically be redirected to the secure (HTTPS) pages. There are only few situations where you may have to manually update the URL, specifically when you include a Marketo Engage landing page on a secure website using an iframe. In this case, you will need to load the secure version of the landing page, otherwise the end user will get a security warning.   Does securing my Marketo Engage landing pages also secure my corporate website? No. Marketo Engage Secured Domains only affects the landing pages served by Marketo, because the underlying domain is technically a Marketo Engage domain (i.e. your CNAME 'points' to prefix.mktoweb.com). It does not affect any pages on your corporate (non-Marketo) website.   If I don’t use Marketo Engage Landing Pages, do I need Secured Domains for Landing Pages? Most likely, as there are many aspects of Marketo Engage that rely on your domains being secured, such as assets and images. Further, if you are embedding Marketo Forms on secured non-Marketo Engage webpages, the default form code snippet that Marketo provides uses //[munchkinID].mktoweb.com which is a Marketo domain that can be served securely on a HTTPs parent page (the // indicates the request will use whatever protocol the parent uses). With this, your Marketo Engage form will take on the security level of the page it’s embedded on regardless of whether you’re using our Secured Domains for Landing Pages product.    Will the Munchkin JavaScript API also be encrypted via SSL? Calls to the Munchkin JavaScript API automatically switch to SSL if the page on which the calls are made is SSL encrypted.   Can I add additional Domains to my instance and secure these too? Once you’ve secured your landing page domains with the Secured Domains for Landing Pages process, you will need to contact Marketo Engage when adding additional domains/domain aliases. Please contact your Marketo Engage Customer Success Manager. There is an additional a la carte charge depending on the number of domains you are adding.   Do I need to secure my tracking links as well? If your company enforces HSTS (a web directive that denies any redirects from HTTP links), you WILL need to also secure your Tracking Links for your recipients' email->landing page functions correctly. For more information on HSTS and Marketo subdomains, please see the following documentation SSL: The HSTS Policy and Your Marketo Subdomains If not, Marketo still recommends using secured links as a best practice, as it can help with deliverability and avoid spam traps; plus, it looks far more professional to have secured links, and can foster brand confidence when your recipients know their email->web page redirect is fully secure.   For additional questions on anything technical, just ask the Marketo Support team! If it's a pricing or commercial question, please reach out to your Customer Success Manager.