Web Personalization - How does Lead Data Syncing Work from Web Personalization to Marketo

Description description

Overview


RTP works very closely with your Marketo Lead Database to pull information about previous visitors, which makes it important for Marketo and Web Personalization to keep accurate and matching information about visitors. There are 3 scenarios that can arise based on how much information is known about the visitor, and each is handled differently. These scenarios are described below.

New Lead with no Email Address and no Marketo Cookie


When this kind of lead fills out a Marketo form:

  • Their Marketo cookie is created
  • Lead details will be updated and the Marketo-Web Personalization sync process is initiated
  • The lead will then be known to Web Personalization and potentially eligible for personalized campaigns

Note - RTP Marketo sync time.PNG

Lead with Email Address but no Marketo Cookie


When this kind of lead receives a Marketo email campaign and clicks on a link in the email:

  • A new Marketo cookie is created for them
  • This creation initiates the Marketo-Web Personalization sync process

Known Lead with an Email Address and Marketo Cookie


Any changes to the lead’s data will be synced between Marketo and Web Personalization within 5 minutes

Resolution resolution

For technical assistance contact Marketo Engage Customer Support.

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