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Apple iOS 17 and Apple OSX Sonoma will introduce changes to how Safari opens URLs with tracking parameters in order to protect user privacy. Details on these privacy changes can be found on Apple’s website https://www.apple.com/newsroom/2023/06/apple-announces-powerful-new-privacy-and-security-features/ Our teams have tested the beta versions of these operating systems to learn how these changes will impact Adobe Marketo Engage emails. We have found that URLs containing our tracking parameter mkt_tok will be impacted in some scenarios by these changes. The mkt_tok parameter is used to help associate browsers to known leads using Munchkin and to render the correct email with the View As Webpage link. Impact on links in emails The impact these changes have on links in emails will be dependent on whether your links have tracking enabled. Tracked links go through our redirection service which preserves URL parameters when browsing Safari in non-private browsing mode. Links that are not tracked are more susceptible to URL parameters being stripped by Safari. For more information on how to enable or disable link tracking please refer to this documentation https://experienceleague.adobe.com/docs/marketo/using/product-docs/email-marketing/general/functions-in-the-editor/disable-tracking-for-an-email-link.html Action Track Link Include mkt_tok Resulting URL Impact Open link from Mail or copy/paste link from Mail into Safari ✓ ✓ URL resolves at destination with mkt_tok and third-party parameters intact. Click is tracked. Parameters not stripped. Open link from Mail or copy/paste link from Mail into Safari ✓ X URL resolves at destination with third-party parameters intact. Click is tracked. Parameters not stripped. Open link from Mail or copy/paste link from Mail into Safari X X URL resolves at destination. Third-party parameters may be stripped. Third party solutions may be impacted by stripped parameters. Open link from Mail or copy/paste link from Mail into Safari Private Browsing ✓ ✓ URL resolves at destination with mkt_tok and third-party parameters stripped Click is tracked. Browser is not associated to known lead via Munchkin. Third party solutions may be impacted by stripped parameters. Open link from Mail or copy/paste link from Mail into Safari Private Browsing ✓ X URL resolves at destination with third-party parameters stripped. Click is tracked. Third party solutions may be impacted by stripped parameters. Open link from Mail or copy/paste link from Mail into Safari Private Browsing X X URL resolves at destination. Third-party parameters may be stripped. Third party solutions may be impacted by stripped parameters. In general, tracked links in emails will not be impacted by these changes in non-private Safari browsing as our redirection service will retain the URL parameters. If the link in the email is not tracked, then URL parameters may be stripped by Safari. If the link is opened in Safari Private browsing, then mkt_tok and some third-party parameters will be stripped regardless of whether the link is tracked and goes through our redirection service. Impact on View As Webpage links Testing has shown some impact on View As Web Page links. Action Method of inserting link Resulting URL Impact Open link from Mail or copy/paste link from Mail into Safari "Include View as Web Page" option in Email Settings URL resolves through tracking service and mkt_tok not stripped No change. Open link from Mail or copy/paste link from Mail into Safari {{system.viewAsWebpageLink}} URL has mkt_tok value stripped View As Web Page does not load and returns an error page Open link from Mail or copy/paste link from Mail into Safari Private Browsing "Include View as Web Page" option in Email Settings URL has mkt_tok value stripped View As Web Page does not load and returns an error page Open link from Mail or copy/paste link from Mail into Safari Private Browsing {{system.viewAsWebpageLink}} URL has mkt_tok value stripped View As Web Page does not load and returns an error page Our service requires the mkt_tok parameter in the URL to render the personalized version of the email; when this parameter is stripped by Safari it will result in an error page being returned instead. View As Webpage links that are inserted by the token {{system.viewAsWebpageLink}} are not decorated with CNAMEs and do not navigate through our tracking service and will see their mkt_tok values stripped when opened in Safari as a result. This will result in the user getting an error page. The change will also affect all View As Webpage Links opened in Safari Private Browsing on iOS 17 and Sonoma regardless of how the links were generated. This also includes View As Webpage links in emails sent before the release of these new operating systems. Our team has identified a solution to build our View As Web Page links in a way that will not be affected by these privacy changes. This change is currently scheduled for our October 24, 2023 release. View As Web Page links generated by {{system.viewAsWebpageLink}} and View as Web Page links opened in Safari Private Browsing on iOS 17 or OSX Sonoma will not function between when the device is updated to one of those operating systems and our October 24, 2023 release. To lessen the impact on users opening links in Safari, please use the “Include View As Web Page” option in Email Settings instead of the {{system.viewAsWebpageLink}}. Unfortunately there is no workaround that can be offered in the interim for users using Safari Private Browsing. As we continue to learn more about these changes, we will continue to update this post. FAQ Q: Will click tracking be impacted by these changes? A: No, click tracking that create Clicked Link in Email activities will not be impacted by these changes.

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[FAQ attached below this article] What's Changing? On August 31, 2020, Marketo Engage will implement a new retention policy specifically for Sent & Delivered Email activities. Under this policy, data for these two activity types will be stored for a rolling 90-day period from the activity date for use in Smart Lists. This is a change from the current default retention period of 25 months, and from the current Extended Data Retention subscription option period of 37 months. Upon the policy taking effect, data older than 90 days for these two activities will be deleted and no longer available for export. Any Smart List with the “Was Sent Email” and “Was Delivered Email” filters (including NOT Was Sent and NOT Was Delivered) should be updated to ensure the maximum lookback date is 90 days. If the lookback date is greater than 90 days, the Smart List will continue to function, but only activities that are 90 days old or less will qualify. Why? In 2020, we are improving critical parts of the underlying Marketo Engage infrastructure, including Batch campaign processing, similar to the Trigger campaign improvements made in 2019. This new infrastructure, in combination with the new retention policy, is expected to result in shorter lead time with large email sends and faster segmentation processing to deliver significantly faster processing to our customers. Note, the revised retention policy is one, among several, aspects that come together to deliver this improved performance, but broadly speaking reduced retention helps with faster database look ups and search across the run-time infrastructure. What's NOT Changing? Aggregated data – including Reports, Dashboards, and Analytics – will not be affected by this change (unless they reference a Smart List with these activities). The new policy will not affect any activity type other than Sent and Delivered (for example, Was Opened activity data is not affected). Further, this change does NOT affect Engagement Program casts. What Customer Actions Are Needed? First, you'll want revisit where and how you're using these two activity types. Audit your Smart Lists and ensure the date ranges for these two activity types are less than 90 days - if you must use a date greater than 90 days, we suggest running a process to export to an external system. You will need to create this before the new retention policy takes effect on August 31, 2020. Information on how to export activities using APIs can be found on our Developers Documentation website. We appreciate you understanding as we move toward an enhanced Marketo Engage experience for all customers. Please download and review the FAQ attached below for further suggestions, workarounds and additional information.

If you have not heard or seen it yet, in the Fall 2016 Release, we were super excited to launch our Content AI (Predictive Content) for Email. This included a revamp of the Content AI App (previously known as Predictive Content). Content AI is an Application Marketo offers that helps you auto-discover your content, engage your web visitors and email recipients with the most relevant, recommended content powered by machine learning and predictive analytics. See more in Docs here:Predictive Content - Marketo Docs - Product Docs Here are regular FAQs on Content AI we hear from customers and those interested in the App: General Where do I learn more about Predictive Content? Marketo.com Website Product Page: Content AI Recommendations - Marketo Customer Success Story using Content AI : Case Study / Webinar Video Webinar: Behold the magic of Predictive Content Marketing Nation Summit 2016: Predictive Content: Amplify your content through machine learning Request a demo from your Account Manager How do I find the Content AI App? Is it the same as Web Personalization? Content AI is a paid for stand alone App offered by Marketo. It is a separate product to Web Personalization. If you have purchased the Content AI App, you will see a Content AI icon on your My Marketo page. If you are interested in hearing more about the App, speak to your Account Manager. Setup Do I need the RTP Javascript tag to enable Content AI on my website and landing pages? The set up process for Content AI (See Getting Started Docs) includes adding the RTP Javascript Code onto all pages of your website, including landing pages. This helps us to "listen" to your web activity, to auto-discover your content and display it on your web or email channels as Content AI outputs. Are there any restrictions on where the content resides? Does that content have to reside in Marketo or can it be in any CMS? The RTP Javascript tag is agnostic to CMS platforms, meaning it works on all types of CMS platforms. Once the tag is on your site, we can discover and track all your content (PDF, embedded video, HTML pages) and use it for Content AI . So, the content does not have to reside on Marketo or Landing Pages or Design Studio. The Content AI part that the marketer prepares based on the discovered content and the part that is shown Predictive on your website or within an email is managed and controlled within the Marketo Content AI App. Content Discovery How does Content AI discover my website content? Marketo Content AI "listens" to your website activity, and when any web visitor clicks and views a specific content piece (HTML, PDF, Embedded Video, PPT) on your domain, we capture and discover the content title and content URL and start tracking the content's views and engagements. This discovered content piece is then displayed under the All Content page. For set up details of Content Discovery see: Getting Started with Predictive Content. Does the Content AI reporting also show which content has the highest engagement? Yes, the All Content page shows all web content (html pages, videos, pdf, etc...) on your domain that web visitors viewed. These results can be displayed from highest views to lowest. On the Content AI page, the reporting shows how many web visitors or email recipients clicked on theContent AI piece and can also be sorted to see which was the most engaged piece of Content AI per channel (web or email) or overall. Tracking Content How many contacts or content do I need to start using Content AI ? Content AI relates to web content. Content Discovery will find in most cases, we have seen hundreds of content pieces on your domain. The marketer can then go ahead and approve and enable these discovered content pieces for Predictive Content. You can also manually add content pieces to the collection. It is recommend you have 10-15 pieces of content enabled for Predictive (for any channel) to start and keep adding more to this. Can you create your own Conversion Criteria? We track and display the views on content and also clicks on Content AI . In addition, the metrics we show are conversions (direct and assisted) per content piece, which shows attribution to the content piece in bringing in new People. Conversions: The number of visitors who clicked on recommended content and completed a form in the same visit Assisted Conversion: Visitors who clicked on recommended content in a past visit and completed a form later Currently, you cannot create your own conversion criteria. Content AI Algorithm Can you clarify on how the algorithms predict the content? The Content AI algorithms use machine learning and predictive analytics to decide and recommend which pieces of content are relevant for each visitor or email recipient individually. We use a mixture of algorithms that are constantly optimized and improved for best performance and results analyzing clicks and conversions. The algorithms are based on trending, popular content viewed on your website, new pieces of content added to your site, and also takes into account URL paths and user behavior clicks and visits. Will Content AI show content the visitor or email has already received? There are certain checks and validations in place in order to provide the best experience for the end user receiving Content AI . These include: The Recommendation Bar will not recommend a piece of content the web visitor is currently browsing The Rich Media Recommendation will not show repeat predictive content on the same page and if the user clicks on a piece, we will not recommend the same piece of content they clicked on during that visitor's session. In Predictive Content for Email, a email recipient will not see the same Predictive Content more than once in follow up emails sent with Predictive Content in them. Does Predictive Content now take into consideration any type of segmentation? So predictive content for segment A versus segment B? No, it is not related to segments, and this would be more of a rule-based style Web Personalization campaign. Instead, Predictive Content takes into account many variables to calculate before producing the Predictive outcome result for each visitor. Predictive Content can also be categorized and shown per category in the Rich Media and Email. See more here: Set Up Categories in Predictive Content Is the Predictive Content picked at random, or is it based on customer criteria? The Predictive Content is prepared and approved by you. You also select the look and feel of the outcome and where it will appear on your site or in your email body. However, in the end it's the Algorithm that decides which of the approved Predictive Content pieces is best to show the current web visitor or email recipient. Displaying Predictive Content on Web or Email What are the Character Limits (Char limits) for predictive content on Web and Email? Content Name: 255 Chars Bar Title: 110 Chars Rich Media Title: 50 Chars Rich Media Description: 215 Chars Email Title: 50 Chars Button Label: 17 Chars The char limits are in place in order for the text to fit into the defined styling and look for the bar, rich media and email layout. Can you see which pieces will be promoted in the email before sending the email? As the marketer, you can prepare and approve the piece of content for each source (email, web). In the end, the Predictive Algorithm decides what the end user will receive. For Predictive in Email, you can preview the layout and category of the Predictive Content, however the Predictive image is not seen until the recipient opens the email, so what you see in the preview is just an example, and will not necessarily be the image the recipient sees. See the process for setting it up and previewing Predictive Content in Email here. Can we use only Marketo landing pages, or anything under our company webpage domain? Yes, you can define all html pages, including landing pages, as content pieces to use in predictive. You can also manually add new pieces of content to the application. Do you recommend Predictive Content for Marketo landing pages? Particularly Thank you pages? Predictive Content for web in the form of the Recommendation Bar or Rich Media is suited for all types of pages. We have customers using rich media on their home page (3 pieces of Predictive Content in horizontal format) below the fold of the home page. We have the Bar running on Blogs or Resources pages. A Thank You page or Thank You email is a great use case to add Predictive Content as these pages or email, usually do not have any call to action, and adding Predictive Content can help create more clicks and engagement by the viewer. You can categorize your predictive content for Rich Media and Email so it would be recommended to show on that Thank You page Predictive Content related to the thank you submission (eg. white paper, case study, webinar, blog post). Can you alter the code of the predictive content to be flush with a font style/coloring? Predictive Content Rich Media for Web can be styled accordingly with font and colors. See here: http://developers.marketo.com/javascript-api/web-personalization/rich-media-recommendation/. Predictive Content for Email is a Predictive image generated upon email open, so it is offered as 8 different fixed layouts and the Marketo user selects one. See documentation here: Enable Predictive Content in Emails. Can you use categories in the "web" or "rec bar" versions like you can in emails? You can use Categories in Rich Media for Web and in Predictive for Emails. Currently, the Recommendation Bar does not support categories. Categories allow you to group your content and present predictive outcomes on web (rich media) or email. For example, you can work only with blogs, or with content in a particular language.

If you are not using an Email 2.0 template, then adding Predictive Content in your email can be done simply by tagging an image in your template as a Marketo Editable Image Element. See docs how to do this: https://docs.marketo.com/display/DOCS/Email+Template+Syntax#EmailTemplateSyntax-Elements and code example below: <div class="mktoImg" id="exampleImg" mktoName="Example Image" mktoImgLink="http://www.marketo.com"> <a><img style="border:10px solid red;"></a> </div>

In the Fall '16 product release, we upgraded the user interface for the Predictive Content (formerly Content Recommendations) application and also added Predictive Content for email. Predictive Content is the place to nurture and engage your web visitors and email recipients with the most relevant content, powered by machine learning and predictive analytics to boost your content consumption, increase engagement rates and deliver more conversions at scale. This doc explains how to access the new Predictive Content App. NOTE: The Predictive Content App is a separately sold product by Marketo. It rolls out for existing Predictive Content App customers (and older RTP customers who had content recommendations) by mid-January 2017. On your My Marketo page, if you see the Predictive Content App tile (image below), click on it and this will take you to the new Predictive Content App. On your My Marketo page, If you have the Real-Time Personalization App tile (image below), click on it and access the Predictive Content App through the drop down menu in RTP via the Content Analytics or the Predictive Content link (image below). If you do not have any of these tiles in you My Marketo Page, Predictive Content is not enabled on your account. The new Predictive Content App looks like this: For Documentation and more Info please see: Predictive Content - Marketo Docs - Product Docs

Product Documents

iOS 17 and Sonoma impact on Marketo Engage emails

Executable Campaigns - A Method for Organizing Nested Executable Campaigns

Sent & Delivered Email Activity – Retention Policy Change FAQ

Predictive Content FAQ

Adding Predictive Content in Email without an Email 2.0 Template

Accessing the Predictive Content App