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Issue: You want to make the label of the form appear inside the input field. Solution: Use the below code in a custom html block on a landing page with a form: remove the current labels in the form editor place the complete code (attached) in a custom html block on the page with the form View the live page to the see the changes This code uses the field "id" you could use "name" instead. This does not work for "select" fields Note: Please ensure that you have access to an experienced JavaScript developer.  Marketo Technical Support is not set up to assist with troubleshooting JavaScript. Please refer to the example and source: trevordavis.net/play/jquery-inline-form-labels/
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op Foundation Build Workshop Email Deliverability Landing Page with a Simple Form Email Editor Forms 2.0 Engagement Program Programs Channels and Tags Multi Stream Engagement and Champion Challenger Tokens System Lead and Program IBM Email Deliverability Tool Scoring and Score Tokens Lifecycle Basic Reports Acquisition and Attribution Foundation Build Workshop   Back to top   Prerequisites: •    New to Marketo on demand •    Quick Wins in Community Learning Goals 1: Manage Customer Data Learn how to get people into the database and manage information associated with each record. Then target your audience by creating Smart Lists •    Field Mgmt and Custom Fields •    System Smart Lists •    Creating My (Static) Lists •    Cleaning Data, Single Flow Actions •    Targeting Your Audience •    My Smart Lists 2: Marketing Programs: Content Teaches all you need to start building out your first Marketo Email Program, including managing images, designing emails and landing pages, creating a form and A/B testing. •    Images and Files •    Forms—progressive profiling, hidden fields •    Landing Pages •    Emails •    Testing Digital Assets 3: Email Program Learn how to choose which program you should use, create automated campaigns, score people for a maximum win rate. •    Channels, Tags, and Costs for Reporting •    Email Program with a/b testing •    Test the Program •    Foldering and Cloning •    Tokens Time Available in CLASSROOM ONLY: Social Buttons •    Create •    App Settings & Share Flow •    Add to Page Facebook Publishing •    Import Template •    Publish Page •    Change Tab Image Social Form Fill •    Available Fields •    Add Social Form Fill to a form •    Testing with different Social Networks 4:  Engagement Program and Basic Scoring  Nurture your customers with the Engagement Program, and learn how to use standard reports in Marketo. •    Content •    Streams •    Lead Scoring •    Behavior and Demographic Lead Scoring •    Build Lead processing campaigns that work with Lead Scoring protocol •    Data Management : Create Data Management program, e.g. Blacklist, Marketing Suppression   Email Deliverability   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) Prerequisites: •    None Learning Goals •    Evaluate the use of email deliverability •    Identify ways to improve email deliverability •    Explain email and privacy laws •    Identify best practices for adhering to privacy laws and standards   Landing Page with a Simple Form   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    None Learning Goals •    Create a very simple Form •    Create a Landing Page – pick a template and use the properties sheet •    Add Assets to the Page – add images, apply a form, position assets, change colors •    Publish Your Page   Email Editor    Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    None Learning Goals •    Basic Set Up •    Modifying text •    Placing, modifying and linking images •    How and when to use tables •    Add the Forward To a Friend Link •    Proofing tools.   Forms 2.0   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Creating a Form •    Form Settings •    Choosing a Form Theme •    Adding custom CSS to a form •    Understanding General Settings of a Form •    Progressive Profiling •    Custom HTML •    Advanced Than You pages •    Using Social Form Fill Thank You page •    Field Details •    Understanding Field Details display area •    Field Properties •    Field Behavior •    Approve and Close a Form Email Program   Back to top Delivery Types: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Audience- list import and smart lists •    Basic Email creation •    Schedule the email send •    Approving the program •    Resend Campaign •    Reporting Dashboard   Engagement Program   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: None Learning Goals •    Create a Program •    Add Content •    Manage Content •    Add People to the Program •    Use the Reporting Dashboard   Programs Channels and Tags   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level: Advanced Learning Goals •    Why Programs? •    Program Types •    Tags & Channels •    Reporting Multi Stream Engagement and Champion Challenger   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level:  Advanced Learning Goals •    Create a Multi-stream Engagement •    Exercise on Building an Engagement Program with campaigns •    Other Options and Solutions for Engagement that may fit your company: Drip Nurtures, Additional Campaigns •    Basic Nurture Reports: Successes, Channel, Opps •    Key Takeaways and Tips   Personalizing with Dynamic Content   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) •    On-Demand Prerequisites: •    Level: Advanced Learning Goals •    Dynamic Content Overview: what is dynamic content, what can you do with and some ways to help you think about how you might use it. •    Segmentations:  learn how to use the new leads segmentation feature to create dynamic content targets. •    Snippets: creating little bits of content, either images file or text, to use across all Marketo programs •    Dynamic Emails and Landing Pages: how to build your emails and landing pages, adding in Dynamic Content Elements based •    Lastly, you will learn how to Modify an Email Template for Dynamic Content.   Tokens System Lead and Program   Back to top Delivery Method: •    Instructor Led Online (Premium – Subscription only) Prerequisites: •    Level: Advanced Learning Goals •    What are Tokens? •    Personalization Tokens •    System Tokens •    My Tokens and a good My Token Strategy •    Token Overall Strategy IBM Email Deliverability Tool   Back to top Delivery Method: •    On-Demand only Prerequisites: •    Must have IBM Email Deliverability package •    Level: easy-ish Learning Goals •    Learn the email preview function •    What is an Email Score? •    How to interpret deliverability stats •    Controlling test sends to remain in-budget   Scoring and Score Tokens   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    None Learning Goals •    Two Basic Types of Scores •    Common Campaigns •    Program Import Library •    Scoring Tokens   Lifecycle   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    None Learning Goals •    What is the Funnel? •    Pushing Qualified Leads to Sales •    Lifecycle Campaign vs Marketing Campaigns •    Setting Up Sales Alerts   Basic Reports   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    Have run several programs to have data to analyze Learning Goals •    Program Dashboards •    Reports in Programs •    Reports in Analytics •    Customizing Reports •    Report Subscription Acquisition and Attribution   Back to top Delivery Method: •    Instructor Led Online •    On-Demand Prerequisites: •    Have run several programs to have data to analyze •    Experience in Basic Reports Learning Goals •    Uncover which nurturing/acquisition programs to continue to invest and which to discontinue/make changes •    Learn why is this important & how to make it happen •    Determine what is effective in generating and closing opptys Is this article helpful ? 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There are a lot of different pieces and activities involved when building a campaign or generating leads.  Here are some really important self help content that every Customer Account Manager agrees customers should pay attention to in order to ensure your continued growth using Marketo.   Reached your Database Limit Delete a Lead Delete a Lead in Salesforce Find and Merge Duplicates Bounced Email Address   Is this article helpful ? YesNo
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Complete these Marketo Quick Wins from the User Manual (Help Articles) to learn the core features of Marketo! 1. Get Set Up and Add a Lead 2. Send an Email 3. Landing Page with a Form 4. Simple Scoring 5. Email Auto Response 6. Import a List of Leads 7. Drip Drip Nurture 8. Personalize an Email 9. Alert the Sales Rep 10. Update Lead Data To run through some more activity and exercises that are guaranteed to show you more of how to use core functions in Marketo, check out the Learning Exercises from the User Manual for details
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As Marketo customer and a member of the Marketing Nation, it's important to have something you can reference, a brief guide or checklist.  Here is a collections of articles that we think will be invaluable to you as you move along in your Marketo journey.   Marketing Nation Marketing Nation Glossary   Marketo Marketo Icon Glossary Managing Marketo Users Managing User Roles and Permissions Munchkin   Sales Insight Sales Insight is super easy to use and will give you the visibility needed to prioritize and close business faster.   Issue a Marketo Email License Publish an Email to Sales Insight Using Interesting Moments Sales Insight Email Performance Reports   Email Marketing Add Editable Sections to an Email Template The Engagement Dashboard   Demand Generation Add Editable Sections to a Landing Page Template   Revenue Explorer Revenue Explorer Report Revenue Explorer Report Types Is this article helpful ? YesNo
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Here's how you can use tokens and URL parameters to automatically assign leads to Salesforce campaigns after filling out a form.  These tokens work in all of the Salesforce campaign flow steps: Add to Salesforce Campaign Change Status in Salesforce Campaign Remove from Salesforce campaign Get the Salesforce campaign ID and status You need two things to begin this process -- the name or ID of the Salesforce campaign you want to sync to and a valid status in that campaign.  You can get the ID for the campaign by opening that campaign in Salesforce and copying the last 15 characters from the URL.  Here's an example campaign URL; the ID is highlighted: naX.salesforce.com/701F00230001Z9z To get the valid statuses, click on "Advanced Setup" on the campaign's page The status should be listed there: Create new fields First, you need to create two new fields -- "SFDC Campaign ID" and "SFDC Campaign Status" -- both of type "string".  You can create these on your lead and contact records in Salesforce, or contact Marketo support to add those custom fields in your Marketo account. Create or edit the form After you create those fields, the next step is to incorporate them into your forms.  Create a new form or edit an existing form, then drag those two fields into your form.  Make them both hidden fields and set them to populate from a URL.  If you're unfamiliar with them, this article on hidden fields has details on how they work. Making a Field Hidden on a Form When setting the values for those fields, use a real Salesforce campaign ID and status as the default value.  Here's how you might edit the settings for those fields: SFDC Campaign ID: Default Value: [a real Salesforce campaign ID or name] Populate from: URL Parameter Parameter name: campaignID SFDC Campaign Status: Default Value: [a real Salesforce campaign status for the campaign you chose] Populate from: URL Parameter Parameter name: status And here's what your form might look like when done: Now you have a form that automatically add leads to the default Salesforce campaign you selected and that you can override with URL parameters. Create a Smart Campaign Next, you need to create a campaign that will add these leads to the selected (or default) Salesforce campaign.  We'll trigger this campaign to launch whenever someone fills out your form: In the flow, first you need to sync the lead to Salesforce so that you can add it to a campaign. Then you can add it to the Salesforce campaign using the values in the SFDC Campaign ID and SFDC Campaign Status fields.  To do this, use the tokens for those fields in your flow step:  {{Lead.SFDC Campaign ID}} for the campaign name and {{Lead.SFDC Campaign Status}} for the status.  If you type "{{" in the fields, the auto-suggest will help you enter that text correctly: Your finished flow should look like this: Finally, in the schedule tab set this campaign to run every time and activate it. Launch your landing page If you modified a form already in use, you can now go to that landing page, fill out the form, and watch as your lead gets synced to the Salesforce campaign you chose.  If this is a new form, create and approve a new landing page which uses that form.  After filling out the form, you should see the lead added to the default Salesforce campaign specified in your form: Use URL parameters to override the default campaign and status.  For our forms, the campaign is set by the "campaignID" URL parameter and the status by the "status" URL parameter.  For example, this URL: offers.marketo.com/offers.html?campaignID=701A00000009K3l&status=Responded will assign the lead to the Salesforce campaign "701A00000009K3l" (the Salesforce internal ID) with the status "Responded."  If either value has spaces or special characters, make sure that you URL encode them before adding them to your URL. Using tokens in other Salesforce campaign flow steps These tokens work in all of the Salesforce campaign flow steps -- Add, Remove, and Change Status in SFDC campaign.  Follow the same directions as above but substitute the appropriate flow step in place of the Add to SFDC Campaign step. Diagnosing errors If your leads are not syncing to your Salesforce campaigns, first go to the Activity Log for that lead and double click the line that has the failed flow step. The information that appears will help you figure out what the problem might be. The most common errors you'll encounter are: Spelling errors in your tokens -- use the autosuggest to help Using an SFDC campaign ID or name that doesn't exist -- check the spelling of the campaign or ID The lead doesn't exist in salesforce -- sync the lead to Salesforce before adding him/her to your campaign Using a status that doesn't exist for that campaign -- change the status to one that does exist for the campaign, or add a new status to the campaign in Salesforce
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With Marketo's newly released Customer Engagement engine, you can now easily nurture and engage your leads. Not only does the Customer Engagement engine automatically and intelligently deliver the right content to the right person, at the right time, but you now no longer have to manually create or maintain complex workflows. View this webinar to If you are looking to convert your “traffic cop” nurture program to the Customer Engagement engine.  Cheryl Chavez, the Director of Product Management at Marketo will cover the best practices and steps for converting your campaigns. View the training here: pages2.marketo.com/cee-training-migration-aug-2013.html Is this article helpful ? YesNo
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Here are a few strategies for finding and handling your competitors if they get to your website or in your lead database. Finding your competitors The best ways to find your competitors are form fill-outs and inferred data.  You can use filters of these fields to find matching leads already in your lead database.  Use the Data Value Changes trigger with these fields to catch these leads as they enter your system. Inferred company This is the best way to spot anonymous competitors visiting your web site.  Try using the Inferred Company field to see if Marketo identified them by their IP address information. Email address There's a chance your competitors use their company email address when filling out your form.  Search for the domains of your competitors using the Email Address filter with the "contains" operator. Company name Like email address, this is a straightforward way to catch your competitors as they enter their information in your forms. Handling competitors You have a few choices for handling your competitors once you find them. Blacklist them Changing these leads' Blacklisted flag to true will ensure that they don't receive any more emails from you.  This is a good way to keep those leads in your database and ensure that they're not part of your email campaigns. This campaign will spot those leads and blacklist them should they appear: Smart List: Trigger on Data Value Changes where Email Address contains [your competitors domains] Flow: Change Data Value -- Blacklisted to true Send an alert You may find it useful to get alerted when your competitors visit your website.  Try this campaign: Smart List: Trigger on "Visit Web Page" Filter on "Inferred Company contains [your competitors]" Flow: Send Alert with an email that includes a Send Alert Info token. Schedule: Change the Qualification Rules to 1 per day But don't delete them Deleting these leads was probably your first reaction, but you probably shouldn't.  Instead, look at their Activity Log to find out what pages and offers they were viewing.  Also if they return to your site, their subsequent activity will be added to that activity log (as opposed to added to a new, anonymous lead).
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Congratulations on being the Support Admin for your company.  It's a very important role for your organization and with the new Marketing Nation, the support admin role is expanding even more.  Let's go over some of key things you can do as the Support Admin.   You can submit support cases to Marketo Support This is one of your key abilities.  Submit cases on behalf of your company to our Marketo Support Team for assistance.   Manage your list of authorized contacts You have the ability to add and remove contacts from your list of authorized support contacts.  This becomes important if people leave your company or if teams switch out your main Marketo users.  If someone needs the ability to contact Marketo Support, you're the one to make that happen for them.   Invite people to your account space (NEW) That's right,. You own the guest list to your Account space.  You get to invite people from your company to this space.  You can remove them from this space and you can also ban them from ever entering this space if you wanted to.  This is a newly added feature within the Marketing Nation.   Manage your Company Space (NEW) You're not just the Support Admin, you are the admin of this space.  Adjust this space as you need it,  If there are different types of content widgets or text boxes you want to add to this space, you can do it.  This is a space for your company's use and benefit, so do with it as you need it.   Our team is on hand to assist you with any questions you have to manage this space.  You can contact us by sending an email to supportfeedback@marketo.com. Is this article helpful ? YesNo
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This article describes how to use Marketo email templates. Templates allow you to "write once, publish many times." Email copy writers can use a single template for emails, ensuring that you, as the template editor, have control over the structure of emails. IMPORTANT: You should be proficient with HTML before you create Marketo email templates. Customers have the option of bypassing email templates and paste in fully made emails into the email editor directly.  If would rather not use the Marketo template system, you can replace your email template's HTML with the Replace HTML function in the HTML Tools pulldown. Creating a New Template From the Design Studio, use the New menu to create a New Template: The Create New Template window opens. Enter a New Template Name and optionally add a description.  Click Create when you're done. The Email Template Editor opens in a new window, showing the Preview tab. Note: If you receive a browser warning about pop-up windows, choose to allow all popups from the Marketo domain. From the Email Template Editor window, click the HTML Source tab. Replace the HTML in this window with the HTML for your template. Click the Preview tab to see what your template looks like. Making Sections of Your Template Editable Right now, the content of the template is NOT editable. You will want to make sections of the email editable for the copy writer to update. While at the same time, you will want to keep sections of the email unchangeable, like a company logo, headers and footers, style elements, etc etc. Put a <div> or <span> tag around the the area of the text you want to make editable, give it a class of mktEditable and include a unique id like this: <div class="mktEditable" id="somethingUniqueWithNoSpaces"> Content you want to be editable.  Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. </div> IMPORTANT NOTE: You must use a <div> or a <span> tag to wrap your text. All other tags may cause errors.  Always use a unique ID for each section. After you add this HTML around the area of the text, go to the Preview tab and click the Show Edits button in the menu bar. The editable parts will be highlighted in yellow. You can make additional sections editable also, but make sure you assign each one of them a unique id in your HTML. Copy writers will be able to use this template to create their emails. Adding Tokens A token is a dynamically updated field you can add to your email that will select information from the database. In the following example, we selected the First Name and Last Name tokens to add to the email. All the leads who are sent this email will have their first and their last names automatically inserted when it is sent to them, making the email more personalized. From the Email Template Editor, click the HTML Source tab. From the Palette, search for the desired token using the Quick Find box.  Example: First Name Drag the tokens to the section of the HTML where you wish the text to render.  Then replace the default value with the text that you want to appear if there's no field value. Click the Preview tab to see how the tokens appear in the email. The edited text now appears in the email. What if the value of the token is empty? In this example, if your database does not have the first or last name for the lead, then nothing would appear in that space in the email. However, you could edit the tokens to have a default value to say something like "Valued Customer" in case the token does not have a value to render.  Just replace the text "edit me" with the desired default value. Note:  When you send a test email, the default values will always be used. Validating the HTML Before you send the email, you should make sure you are using valid syntax with no errors. IMPORTANT NOTE: HTML Errors will cause your spam score to go up.  Ensure deliverability with valid markup.  A common error is to miss an alt="alternate text for an image" attribute in an image.  Most email clients block images, so this is a critical error to avoid. From the Template Designer, click Validate HTML. The HTML Validation Summary window appears. In this particular example, the template is missing a </div> tag in line 63 column 29 of your template, so the window shows a syntax error. Click the OK button. Go back to the HTML Source tab and fix the error. Click the Validate HTML tab again. If you fixed the HTML syntax error, you should see the following window: Sending a Test Email From the Template Designer, click Send Test Email. The Send Test Email window appears.  Either enter valid email addresses in the Send To field separated by commas (,) or pick a set of previous recipients using the pulldown. Click the Send button when done: The email should take a few seconds to arrive.  It may take longer depending upon how it is processed by your mail server. Approving the Template When you are done with your changes to the template, you need to save it. From the Template Editor, just above the Palette, click Save & close to close the template. Note: You do not have to click Save & close to save the template. It saves automatically while you are working on it. The template has not yet been approved. Until it is approved, it cannot be used by any copy writers. To approve the template: Click the Design Studio tab. Right-click the template in the left tree. Select Approve draft. Look at the template in the Design Studio in the left tree. Approval is indicated by a check next to the template name. Your template is now ready to go.  You can move on to creating emails in Marketo based on that template. Best Practices for Creating Emails Use the Marketo B2B Marketing Resources to learn best practices for created targeted email campaigns.
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Just joined the Marketo family? Want to learn more about how to use Marketo? Drop by one of our Office Hours!   Group Office Hours are one-hour sessions for you to virtually connect with a marketing automation expert when you need personalized guidance and insightful advice. Office Hours are available weekdays at different hours to meet our customers' needs around the globe.   Please note these open sessions are open to Launch Pack customers only. If you have not signed up for the service and would like to, please send an email to services@marketo.com.   Prerequisites: You must be within 90 days of your Marketo subscription start date or have signed up for the service You must have taken the Marketo Core Concepts class What to expect: Marketo Expert facilitating the open group session Types of questions: How to/Best Practices/Strategy/On-boarding   Upcoming Sessions:   EMEA EMEA Office Hours: Monday, 2 PM GMT
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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
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Named Accounts (or Account Based Marketing) module is sold separately.   If you did purchase this module follow these instructions to create a new Named Account list.   Common issues when uploading a new list:   1. Getting the following error message: Total number of records exceeded Is this article helpful ? YesNo   Root cause:  Each account is eligible for up to 10,000 named account records. Contact your account manager to purchased an additional  package of records or remove old lists.     2. Getting the following error message: Your account is not enabled for uploading Named Account Lists. Contact your account manager for more details     Root cause: You didn't purchase the Named Accounts module or your account has misconfigured and this module is disabled - contact support.
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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
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  So you’ve now used the previous document (Getting Started With Guided Landing Pages:) to download a template from our library and set it up in your Marketo instance, you have even used it to make a landing page or two and you’ve customized those landing pages, AND you’ve even gone the extra mile and customized your template and modified some elements! (Editing Marketo Guided Landing Page Templates, Pt. 1 - Elements:) All of which is fantastic news! Good job!   But if you recall from the article that showed you how to edit Elements on the template, I skipped right over the section on Variables. This is the piece that this document is designed to tackle.   So what is a variable? If you edit a Guided Landing Page you will see a panel on the right hand side that displays both Elements and Variables. In this instance, the variables do everything from assigning a gradient color, to deciding if you want to display or hide different sections of the landing page.   Modifying a variable in the landing page editor is designed to be really simple, just click the variable you want to change and give it a new value. Here I changed the Primary Gradient 1 and 2 from 1DA083 and 0F3450 to A00E35 and F2F2F2 respectively and the landing page changes:   At its easiest to understand, a variable works a lot like a token in an email. It’s a placeholder for actual code to be used later. So if I create an email that starts with “Hello, {{lead.firstname:default=Friend}}!” you can tell right away what that’s going to do. Pull the first name from the lead record, if none exists use the word “Friend”.   Think of a Variable as a token that you get to define as well as use. The first step is to define it and the second step is to actually call back to the variable you defined.   While it’s easy for a non-technical user to use a variable (as it should be!), setting one up in the template does require a fair amount of HTML knowledge. As stated before, if you are not comfortable editing HTML and do not have a resource available to you, please reach out to services@marketo.com, they are able to assist with any sort of coding needs.   So as before, let’s dive into the template, this time we’re going straight for the Variable code.       <!-- Marketo Variable Definitions -->     <meta class="mktoColor" id="gradient1" mktoName="Primary Gradient 1" default="#1da083">     <meta class="mktoColor" id="gradient2" mktoName="Primary Gradient 2" default="#0f3450">   So right at the start of the template, we’re off to the races defining variables. As you can see with the Gradient 1 and Gradient 2, these are both marked with a class of “mktoColor”.   As with the Elements, the full list of Variable types can be found here: docs.marketo.com/display/public/DOCS/Create+a+Guided+Landing+Page+Template        class : "mktoString"      class : "mktoColor"      class : "mktoBoolean"   A string is a variable that contains a value, Color should be obvious what that does and Boolean is a yes or no choice.   In addition to the class, each variable has to have a unique ID. This is critical and used when the variable is called later on down the page. When you call a variable it’s always with the syntax of ${id name}. So in this case ${gradient1} and ${gradient2}. As you can see it looks a LOT like a token but it’s a token you can name whatever you want.   The mktoName is how it displays the variable in the Landing Page editor.   The default value is what it starts out with.   So let’s take a look and see how these Gradients are applied now that they’re defined at the top of the template.   Color is typically used in the CSS portion of the header. As defined in the previous document, CSS stands for “Cascading Style Sheets” and is a way of formatting the same thing over and over again, kind of like setting a font in a word processor.       /* Header Gradient */     #is {         top: 0;         width: 100%;         min-height: 620px;         position: relative;         z-index: 1;         color: #fff; padding-top: 10%;                 background-image: linear-gradient(${gradient1},${gradient2});     }   Now normally in CSS, the linear-gradient option would have two colors listed, the top color and the bottom color and it provides a gradual transition from one to the other.   We could just as easily change this in the template to        background-image: linear-gradient(red,white);   But the problem doing that is that an end user, who is only using the Landing Page Editor, would not be able to change it. The gradient would be defined in the template and inaccessible to the Editor.   Changing these values to the variables defined before allows the user to change the first and second colors in the Landing Page editor interface.   In Summary:   The Meta Tags define what the variables mean:     <meta class="mktoColor" id="gradient1" mktoName="Primary Gradient 1" default="#1da083">     <meta class="mktoColor" id="gradient2" mktoName="Primary Gradient 2" default="#0f3450">   The ID= is then used to call the variable and put it into action:       background-image: linear-gradient(${gradient1},${gradient2});   The other benefit to doing it this way is you can re-use the same variable over and over again. Look at this piece of CSS:   body {                 background: ${gradient2};         margin: 0;         color: #696E74;     }   That’s the same ID as the gradient we used before, only applied to a different section. This ensures that the bottom color of the gradient and the background of this section will always be the same color.   Any item in the CSS that contains a text value, a color value or a yes/no choice can be converted to a Variable.   Here’s another common usage:   You’re using a form on your landing page, but you want the end user to be able to change the text on the submit button.   As before you define the variable:        <meta class="mktoString" id="section4ButtonLabel" mktoName="Sec. 4 Button Label" default="More Questions?">   Then farther down the page where the button appears you call the variable you defined before:        <div class="centered mtb">           <a href="${section4ButtonLink}"><button class="btn btn-lg btn-green mt">           ${section4ButtonLabel}</button></a>      </div>   The <a href= is pulling a http link that the user can define in the editor, the button class is setting up a green button as defined in the CSS, and there is our Variable to display the label which reads “More Questions?” Here’s what it looks like in the editor:   So this is great, and it makes sense because you can see this was all set up and defined by a professional. What if you wanted to add your own? Is that even possible?   Naturally it is!   First, figure out what you want to convert to a Variable. Is it a piece of text like a button name or a link? Is it a color? Is it a yes/no choice?   Let’s say we want to add a variable that controls the color of the buttons. We have two, both using the same color green, and we want whoever is running the landing page editor to change that without having to go to the template:   Step 1: Define your variable:        <meta class="mktoColor" id="ButtonColor" mktoName="Button Color" default="#1DA083">   We’re talking about colors so the class will be “mktoColor”. The ID can be anything we want it to be as can be the mktoName. The default is the same lovely green shade as was used before.   Now we need to call this color.  Looking at the CSS, we can see the .btn-green is defined as this:        .btn-green {           border: 4px solid #1da083;           border-radius: 60px;           color: #fff;           background: #1da083;           -webkit-transition: none;           -moz-transition: none;           transition: none;      }   The background is the color we want to change to a Variable so it can be edited without having to access the template.   Change the code to this:        .btn-green {           border: 4px solid #1da083;           border-radius: 60px;           color: #fff;           background: ${ButtonColor};           -webkit-transition: none;           -moz-transition: none;           transition: none;      }     Approve the template and check out the landing page in the editor:     Well that’s fantastic, but there’s a separate color for the border, we could just as easily add a variable for it as well:        border: 4px solid #1da083;   We don’t want to HAVE to add another new variable for just the border. We could change the border at the same time as the button. By changing #1da083; to ${ButtonColor};   The trick now becomes what if you change your mind? What if you have a variable in the template that is no longer desired? How do you get rid of it?   Remember each variable is two pieces, the definition and the call. You have to remove BOTH pieces. Technically removing the call would be enough to prevent the change from being made on the page, but the definition is what makes the variable appear in the Landing Page Editor, if you only removed the call then there would be a non-functional Variable in the landing page editor.   So in the case of our button color:   Step 1 would be to strip out the meta tag containing the definition:     Step 2 would be changing the variable name where it’s being used to some fixed value:        .btn-green {           border: 4px solid #1da083;           border-radius: 60px;           color: #fff;           background: ${ButtonColor}; -> change this to some other fixed color. #00FF33; or the original #1da083;.           -webkit-transition: none;           -moz-transition: none;           transition: none;      }   Doing both pieces will prevent the Variable from being listed in the Landing Page Editor and prevent it from having any effect on the page.  
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The Social Form Fill for LinkedIn is not available for new Marketo customers/instances after June 17, 2015. LinkedIn's revised API policy requires Marketo to remove this feature. For all customers and instance prior to the June 17 date, this feature will still be available for a limited time. For any questions about this policy, please contact LinkedIn Marketing Solutions with questions. For an alternate solution, customers can use LinkedIn's Autofill.  More details on this solution can be found here - LinkedIn Autofill
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  There are thousands of blocklists out there and all of them operate a little differently and all have varying levels of reputation.  There are only a dozen blocklists that really can impact delivery.   The blocklist that requires the most work from you when you request delisting is Spamhaus. Spamhaus is a trustworthy blocklist and if you are listed at Spamhaus you have made a mistake that will need to be directly addressed before the listing can be removed.   SpamCop is considered a tier I blocklist for B2B marketers but a tier II for B2C marketers.  Marketo responds to all SpamCop listings; researching to identify the source so we can work with the customer to educate on best practices and prevent future listings.    Some blocklists require that you pay a fee to be delisted. These blocklists are not favored in the email community because they use this tactic. For the most part, Marketo advises our customers not to mind alerts of being listed on a pay-to-delist blocklist.  These blocklists tend to have minimal impact to your deliverability.   For the most part blocklists are dynamic and resolve themselves in around 24 hours if the issue resolves. If the problematic sending continues, the blocklist will continue to keep you listed until the offending sending pattern stops.    If you are blocklisted, your main concern at that point should be making sure it doesn't happen again. For steps on how to identify the problematic data source and improve your list hygiene in an effort to avoid blocklist issues, see our article on blocklists that matter.The article highlight those that have the potential to be the most impactful, as well as those to be largely ignored . Because blocklists are dynamic and constantly evolving, their relevancy is also subject to change within the Marketo sender ecosystem. Some had notable impact at one time but no longer are.  Therefore always make sure to check if the current blocklist(s) of concern is a reputable and relevant to the sender region and ecosystem, and become familiar with those that matter the most.  
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FAQs included in this article Overview RTP has many options for integration with other systems. Some of these integrations are built in native integrations and some can be made using custom API development. This doc will answer frequently asked questions relating to these integration options. Note: For custom API development information, please check out the Marketo developers page: Home » Marketo Developers Does RTP have an integration with AT Internet? RTP doesn't have an out-of-the-box integration with AT Internet yet, but since both RTP and AT Internet have API capabilities, you can develop some custom integration options. AT Internet info: Easily share analytics data in dashboards | AT Internet Does RTP have an integration with Nielsen? RTP doesn't have an out-of-the-box integration with Nielson, but since both RTP and Nielsen have API capabilities, custom integrations can be developed. Nielson info: Nielsen API Portal | home How do you identify customers that use retargeting? To identify these customers, you can create a free user in BuiltWith to get a full list. Google Remarketing: Websites using Google Remarketing Facebook Retargeting: Websites using Facebook Page Promoter Does RTP have an integration with WebTrends? RTP doesn't have an out-of-the-box integration yet with WebTrends yet,but custom integrations can be built utilizing the API options in RTP and WebTrends. WebTrends is a Marketo LaunchPoint partner, so the main Marketo platform does have an integration available. Information about that integration can be found here: Webtrends – Webtrends Multi-Channel Measurement and Retargeting – Marketo LaunchPoint. Is there a way to integrate RTP with Demandbase? Demandbase is a competitor for RTP, so there isn't any integration offered between RTP and Demandbase. When comparing the data accuracy between RTP and Demandbase, RTP was found to be on the same level with Demandbase, and in some cases even had stronger matches to identify anonymous visitors. Demandbase is a Marketo LaunchPoint partner though, so the main Marketo platform does have an integration available. Information about that integration can be found here: Demandbase – Demandbase Analytics, Forms & Content Targeting – Marketo LaunchPoint How can RTP integrate with custom data sources? RTP has the option to push custom data using the API and then segment audiences based on it with the User Context API filter. RTP accounts can have up to 5 “Custom Variables” sent to RTP. Using the segment editor, you can create targeted segments based on these variables and then build campaigns that will be displayed just to visitors if their information matches this custom variable data. Helpful Links: Information about RTP Segments can be found here: RTP Segments - Marketo Docs - Product Docs Information about the RTP User Context API can be found here: RTP User Context API » Marketo Developers What are the differences between the terms "Lead" and "Visitor"? Don't worry, these terms are easily interchangeable! Marketo refers to potential customers as "Leads" because you are actively marketing to them and they're 'leading' towards a sale. RTP refers to them as "Visitors" because they're 'visiting' your website. Of course, these visitors could also be leading towards a sale, and you can even target RTP Segments towards Marketo Leads when using known lead data, but typically in RTP they're still called "visitors". In RTP we talk about anonymous website visitors and traffic. Every day companies get thousands of visitors to their websites, but most are anonymous (average of 98%) and leave the website without giving their contact details. RTP identifies the visitor's organization name, industry, location and digital behavior based on their IP address and other sources in real time. You can see a list of organizations visiting your website in RTP. Most of the visitors you see there are anonymous and you don't have their contact details so they usually aren't "leads" like in Marketo. Are Lead Data Fields returned in the RTP Visitor API? No, Lead Database fields are not returned in the Visitor API. This is expected behavior. See RTP Get Visitor Data API » Marketo Developers This API returns the following data: Organization name Industries Location Country State City ISP ABM Lists code name Matched Segments Alternate Options: In some cases, you can leverage the Associate Lead API call for what you're trying to do. Another option will be to create segments in RTP the use known lead data conditions. Once matched, these segments will be returned in the API (under "matched segments”). For example, create an RTP segment that targets known leads with lead score > 50. Then whenever a visitor matches this segment, this data will be available in the Visitor API.   What fields are synced from Marketo to RTP Out Of The Box? How many custom lead fields can I add into RTP? RTP allows up to 30 fields to be synced from Marketo (including the standard fields). The fields that are being synced can be changed using the directions here: Manage Lead Data in RTP - Marketo Docs - Product Docs
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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
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Included in this Article: Overview The Assets feature automatically discovers and tags your already existing digital content (including case studies, blog posts, videos, press releases etc.) from your website, and tracks the number of views or downloads of these materials. The Content Recommendation Engine uses predictive analytics and machine learning algorithms to deliver relevant content to each prospect. The recommendation engine discovers visitors that share digital behavior patterns, content preferences, CRM data and firmographics (location, industries, size and revenue). It then predicts which content would perform best per visitor and channel (website, social, ad networks). The content for the engine is monitored and controlled under the Content/Assets table, helping you optimize your content ROI. View Recommendations On the Recommendations page, you can filter by date, sort by any of the fields in the table, and also perform text searches. The table offers the following fields: Title: Name of the digital asset Clicks: The amount of user engagement with the asset - how many times it has been opened, watched or downloaded Direct Conv.: The number of visitors that viewed the content and filled out a form in the same visit Conversion Rate: Percent of visitors that became direct leads Assisted Conv.: The number of visitors that viewed the content and and later filled out a form Recommendations Bar/Rich Media: Whether the asset is available for the Recommendations Bar or contains rich media Create Content The Content feature organizes all your digital assets (including PDF, blog posts, case studies, videos, presentations, etc…) on your website and tracks the number of views and clicks on these materials. To create new Content: From the Recommendation page, click Add Content. The following screen appears 2. Enter data into the following fields: Title - The name of the asset Link - The full URL link of where the asset is located (include the http://) Bar/Rich Media Recommendation: Enabling the content for recommendation or rich media Industries - The industries related to the digital asset Location - The relevant location (country, state, city) related to the digital asset Content Type - The type of digital asset (white paper, case study, blog post, etc.) Content Stage: The prospect stage most relavent with the content Metadata - An additional description about the digital asset Update Metatext Dynamically - While automatically use the metadata on the Assets page 3. Click Save to create the new digital asset. Edit and Delete Assets Editing To edit an asset: From the Recommendations page, click the edit icon of the asset you wish to edit. The Set Content page opens with the selected asset. Apply any edits or changes. Click Save. Delete an Asset To delete an asset: From the Recommendations page, click on the delete icon of the Asset you wish to delete. A confirmation message appears to confirm that you want to delete the Asset. Configuring Recommendations and the CRE From the Account Settings screen, under Domain In this screen, you have the CRE options. On the right-hand side you have the following toggle keys per domain: Tag - Activates the RTP Javascript tag on your website Recommendation - Activates the Content Recommendation Engine Content Discovery - Activates the tracking of assets Click the toggle On or Off to enable or disable the feature Categorize and Track your Assets with Asset Patterns You can categorize assets into different types of content, for example, blog, press, or case studies. This helps you easily track your assets and understand which asset types perform the best. To categorize your assets: From the Account Settings page, on the left-hand side, select Content. The following dialog box appears. 2. From the drop-down menu, select the website whose assets you wish to track. 3. Add the path corresponding to the type of asset you wish to track. For example, adding the path “/blog/*/” captures all the blog posts under yourdomain.com/blog and automatically displays them in the Content table. (Use * as a wildcard) 4. From the drop-down box on the right-hand side, select the asset group you wish to categorize all assets coming from the path you specified. 5. Click Save to save all changes.
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