Product Communities

Included in this article   OverviewInclude PagesTarget URLUse Case   Overview Target URL and Include Pages are both RTP terms that sound the same and get confused together, but they have different uses and meanings. This doc will go over what the differences between them are and how each can be used.     Include Pages "Include Pages" is a filter used in Segments that will look for visitors who have been to specific pages. This filter will make the segment match for the visitor when they go to the designated page during the visitor’s session. If the visitor goes to one of the "Included Pages" during their session, then they match for the segment.     Target URL "Target URL" is used in RTP Campaigns. In the campaign editor, the Target URL defines which page(s) the campaign will be displayed on. So, whenever the campaign is called by a segment, it will only be displayed on those pages specified in the Target URL area of the campaign. If t

Included in this article   OverviewTesting Overview One of the most important steps in setting up new segments in RTP is testing it to make sure that it's working properly. This article will show how you can test known lead targeting in RTP.     Testing 1. Fill out a Marketo form on your webiste using a brand new email address that doesn't exist in this Marketo instance yet. 2. Go to the Lead Database and locate the new lead 3. Create a segment in RTP that targets known leads with the new email address: 4. Wait 5-10 minutes and refresh the webpage 5. Check if you matched the segment. You can check this by finding the lead under "Leads" and then select the lead to see what Segments it matches on the right:      

Article Text Included in this article   Included in this article OverviewTroubleshooting Steps   Overview The Content Recommendation Engine Bar is a great tool to get promoted content to your web visitors. However, there are times when you only want it to show up on certain pages, or you just want to exclude some specific pages where it won't be allowed to show up. You can make these configuration changes with the documentation here: Web Personalization (RTP) - How To Exclude or Include the CRE on Specific Pages. However, what happens if you set it up and it still displays in places where it shouldn't? This doc will show you how to address this trouble.   Troubleshooting Steps 1. In RTP, go to 'Account Settings' 2. Under the 'Domain Configuration', locate the 'Recommendation Engine' section. 3. Select whether  you want to 'Include' or 'Exclude.'     4. Check the 'Display (URL)' configurations to confirm they are correct.   &nbs

Included in this Article:     OverviewCheck Tag and Content Discovery are OnCheck Content PatternsVerify Content Discovery is Working   Overview   If you notice that RTP is not tracking clicks to your Content Discovery pages, there are a few troubleshooting steps you can take.   Check Tag and Content Discovery are On       Go to Account Settings          Check Tag and Content Discovery     "Tag" and "Content Discovery" must both be enabled for Content Discovery to work. Follow this article if you are having issues with your RTP tag or want to verify that it is working correctly.   Check Content Patterns        In Account Settings, go to the Content tab     Check that the URLs entered in the Create Content Patterns section match the URLs you wish to use with Content Discovery       Verify Content Discovery i

Included in this Article: Tracking Clicks Potential Issues Segment Matches Few or No Visitors Segment Numbers Don't Match Google Analytics   Tracking Clicks In order to better track how many people are clicking the content in the Recommendation Engine, you may wish to create a segment called "Recommended Assets" and include "*rcmd*" in the Specific Pages parameter.      Go to the Segments page             Create a new segment          Drag the Include Pages field into the editor and include *rcmd*     Recommended content will have "rcmd" in the URL. With this filter, the segment will only include website visits with "rcmd" somewhere in the URL, meaning it will include all visits to recommended pages.   Potential Issues   Segment Matches Few or No Visitors After making this change, you may see that the segment doesn't match anything

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 Recommendat

Included in this article   OverviewTroubleshooting Steps Verify Global SettingsCheck for CRE Excluded URLsVerify Content Being RecommendedMake Sure the Page Has the RTP Tag RunningClear Your Browser's Cache and Cookies Overview The Content Recommendation Engine allows content assets to be promoted to visitors on your website. But what happens if it stops working? This doc will show you the common things to check and troubleshooting steps to try to get it working again.     Troubleshooting Steps   Verify Global Settings The CRE can be switched on or off for your entire RTP instance whenever you want. It's possible that another user may have switched it off and not turned it back on again (it happens more often than you'd think). To enable or disable the CRE globally, go to the Account Settings page and look for the Recommendation toggle switch. Full directions can be found here.     Check for CRE Excluded URLs You have the ability

Included in this Article: Overview Setup Issues No RTP Tag or GA Integration Differing Filters Differences between RTP and GA Web Bots Visit Duration Sampling Bounce Rates   Overview   Occasionally you may find differences in comparing RTP analytics and Google Analytics (GA). Some discrepancies may be caused by setup issues with either the RTP or GA platform. However, many small discrepancies are simply due to differences in how RTP and GA handle data, and are unavoidable. Differences of both kinds are highlighted below.     Setup Issues   No RTP Tag or GA Integration You will need to have the RTP tag turned on in RTP and installed onto any page you wish to track in RTP. You will also need to have GA integrated and turned on in your RTP settings.   To learn how to do so, follow these two articles: Deploy the RTP JavaScript - Marketo Docs - Product Docs Integrate RTP with Google Analytics - Marketo Docs - Product Docs   Exc

Included in this article: Navigate to the Clickstream module How is Visit Duration Caluclated 00:00 Visit Duration Single page viewed Session timed out   Navigate to the Clickstream module        Go to the Visitors page        Click on a visitor to find the Clickstream module in the bottom right     How is Visit Duration Caluclated When a visitor visits a website being tracked by an RTP campaign, it records clicks in the Clickstream module in the RTP platform. Clicking on a visitor allows you to view their viewing information in the Customer Journey section, including: Links clickedTime stamp of each link clickTotal visit duration     Visit duration is calculated by subtracting the first time stamp from the last time stamp. In other words: visit duration = last time stamp - first time stamp. See the image above for an example of this calculation.   00:00 Visit Duration Single

If no data is being sent from RTP to Google Analytics, make sure that the segment in question is linked to GA        Go to the Segments page          Edit the segment in question          Make sure Send segment to web analytics is checked on     Without this field checked, no data will be sent from RTP to GA regarding that segment.   To validate that RTP is sending data to your GA account, first log in to your GA account, and make sure the segment data is being populated in GA.        Navigate to Reporting > Behavior > Events > Top Events > Segments (Event Category) > Event Actions       If you find that some, but not all, of the data is being transferred from RTP to GA, visit this article to learn why there might be discrepancies.

Included in this article: OverviewMissing or Extra HeadersIssues with QuotesInvalid CharactersInvalid Country or State Names   Overview   The Named Accounts feature is a way to target your RTP Campaigns to specific Accounts in a Segment. It's a powerful tool for targeting specific organizations, but you may encounter errors when uploading the list of Accounts you wish to target. This doc will go over over the most common problems experienced when trying to upload a CSV file to a Named Accounts list. To learn how to upload a Named Accounts list, follow this article.     Missing or Extra Headers   The first line of your CSV file should be, in order: Name, Domain, Country, State. Make sure there are no extra columns or white spaces at the end of the line. See the screenshot below for an example of how to format your headers     Issues with Quotes   Occasionally Excel will use curly quotes, which look like these: “ ”. However, cur

Included in this Article: OverviewEmail Reports not Being Sent Check Report Preferences Fewer Leads than Expected Check Personal Regions SettingsCross-Domain Tracking Data Includes Own Company   Overview   All RTP users should be receiving a monthly and quarterly Summary Report.     This email evaluates the performance of campaigns and recommended content and compares it to that of the previous month or quarter. Performance is based on click count and number of visitors converted to known leads, whether direct or assisted. Direct leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in the same visit. Assisted leads are visitors that clicked on a campaign or a piece of recommended content and filled out a form in a separate visit, up to 6 months in the future.   If you would like to unsubscribe from the Summary Reports, see this article. Otherwise, several potential issues with Summary Reports a

FAQs included in this article: Does RTP comply with EU privacy laws?Does the RTP tag call Wistia or YouTube?Does the reverse IP lookup process return an email address for anonymous visitors?How is data managed in terms of encryption access?How long is a visit sessionIs it possible to host the RTP javascript on my company's server?Is it possible to use the RTP tag on secured pages (https)?Can RTP campaigns be blocked by Ad blockers?Is traffic from known bot user-agent strings removed from the dataset?Can jQuery Be Disabled from the RTP Tag?What are the differences between the RTP tag versions?What data is stored in the trvw.uid cookie?What specific data are gathered through the reverse IP lookup process?RTP Tag - Best PracticesTRW and MSG calls are not showing up in the console.Is it possible to blacklist companies in RTP?     Does RTP comply with EU privacy laws? RTP complies with Marketo’s legal policies that can be reviewed here: marketo.com/company/legal/. This wi

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 addressTheir 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-outRTP will override the ISP name and identify the visitor by their company name and email addressRTP 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 impo

Once you have the RTP tag installed onto your website, there are several steps that RTP goes through to actually display a Campaign on the web page. Below we describe the process from the tag being loaded to the Campaign being shown on the page. Beware, the details are somewhat technical, so tread with caution!   When the page with the RTP tag is loaded, the RTP script (rtp.js) is loaded. This script includes all of your individual tag configurations, and it triggers a sequence of actions:   First, information about the visitor is sent to the Marketo servers, including: Referral siteSearch termsand the visitor's IP address. Using this IP address, several things about the visitor can be deduced relatively accurately: Location (country, state, city, zip code)Organization name (if applicable)Organization group (Enterprise, SMB, Fortune 100, etc.) If the visitor is a known lead in your Marketo lead database, RTP will pull values for all of the default Marketo fiel

When deploying your RTP tag you may have noticed that there are four options in the Generate Tag window.     The differences are subtle and technical, but below are the explanations of each version.     RTP Tag - CDN, Asynchronous (Recommended) "Asynchronous" means that the page won't wait for the RTP script to load before loading other page elementsIn the case that RTP is not available, the request will timeout after 2 secondsThis tag imports the RTP JavaScript from a network of servers called a Content Delivery Network (CDN). This assures higher availability rates and better loading performance     RTP Tag - CDN, Synchronous (High Speed) "Synchronous" means that the RTP tag will load before any other elements on the page loadLike the CDN, Asynchronous tag, this tag makes use of a CDNThe "High Speed" does not actually mean the script loads faster, it only means that the page won't load before the RTP script completely loaded    

FAQs Included in this Article:     OverviewHow clicks on Web Personalization assets and campaigns are recorded in the activity logHow often does Web Personalization sync with MarketoIs it possible to sync multiple Marketo instances with one Web Personalization accountWhat custom field types are supportedWhat is a unique visitor in Web PersonalizationWhat 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 Personaliza

Included in this article   OverviewDescription Event listenersAssets from URL PatternsCreated contentAPI - Event Sending Function Overview The Content Recommendation Engine will recommend content that your visitors will like, but there must be content to recommend first. You can manually upload all assets and pieces of content you want to use, but you can also let RTP automatically discover what content is already out there, published on your website currently. This process of identifying those assets is called Asset Discovery, or Content Discovery. This doc will show you how the Asset Discovery process works.   For documentation on how to enable Asset Discovery please see Enabling Content Discovery - Marketo Docs - Product Docs     Description Event listeners The asset discovery process is an event listener. It runs on every page that has the RTP script running on it and waits for visitors to click on links that count as content assets. Once it i

Creating a campaign to redirect a targeted group of visitors is as easy as targeting visitors for a call-to-action campaign. Here are the steps to accomplish a redirect:        On the Segments page, click the Create New button and set up the new segment to target the group you wish to send the redirect to          Then, in the Campaigns page, create a new campaign          In the Target Segment field, choose the segment you just created          Finally, scroll down check the Redirect checkbox, enter the URL you wish to redirect to, and hit        

Included in this Article:     OverviewCreating Custom FieldsDynamic UpdatesSet Up Custom Fields in RTPFilter by Custom Fields     Overview Unfortunately RTP does not support the option to use Lead Database segmentations as segments in RTP. However, it is still possible with a bit of a workaround. Essentially, you will want to create custom fields for each segmentation, dynamically update them using smart campaigns, and filter by these custom fields in RTP. Below we will describe the steps you will need to take to implement this.     Creating Custom Fields To start off, you will have to make a custom field in My Marketo for each segmentation you wish to use in RTP. Follow the steps in this article to get the custom fields set up in My Marketo. Make sure to select Boolean in the Type field.     Dynamic Updates Next, you will need to assign these custom fields to those matching their respective segmentations. To do so, we will crea

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 Personalizati

  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

Included in this Article:     Enabling or Checking if the Tag is Enabled Validating the Tracking Code Checking if the Tag Executes the Tracking and Personalization Code   Enabling or Checking if the Tag is Enabled        Log in to RTP and enable the tag within the Account Settings page.          Confirm the Tag toggle is set to On     Validating the Tracking Code   Check if the RTP tracking code is injected into your website's pages.        In a web browser, open the developers console. Go to Network, Search for rtp. Locate the rtp.js.     Checking if the Tag Executes the Tracking and Personalization Code   You should see four RTP calls: rtp.jstrwmsg, appearing twice   If you only see the first rtp.js call but not all other calls, check the following:   Validate the tag's account ID In RTP, go to Account Settin

Included in this Article: Overview Attributes Settings Firmographics Known Profiles Behavioral Device/Browser API   Overview   In the Web Personalization platform, you can set up segments to target your leads and site visitors into groups based on certain attributes. These attributes can be found in the segment editor. To navigate to the segment editor:           Go to the Segments page          Click the button to create a new segment, or the Edit button to edit an existing segment          Attributes are found in the segment editor, arranged into categories such as Firmographics, Known Profiles, etc.     These attributes and the values that they can take on are described below. To learn more about segments, visit RTP Segments - Marketo Docs     Attributes   Settings   Firmographics   Known Profiles

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