Naming Convention Update

Document created by b314881cf2c6f34ff6c1ea07c3f07a199f877a57 Employee on Dec 22, 2016Last modified by mmalkasian on Feb 13, 2017
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Overview

Over the past year, we've been working to make some changes to the Marketo platform. As part of this initiative, we’ve updated naming conventions for some of our products and made some changes to the UI. That includes the following:

 

 

Changes to Marketo Field Names

  • The words “Lead/Leads” have been replaced with “Person/People” and in some cases “Sales”, throughout the Marketo solution.
  • In some cases, we’ve removed the word “Lead” completely. For example, “Lead Database” has been replaced with “Database.”
  • These changes will be reflected in standard field names. (See below for a complete list)
  • Lead tokens will remain unchanged.

 

 

Changes to Real-Time Personalization

  • Real Time Personalization (RTP) has been renamed to “Web Personalization.” If you have this feature enabled, you will see this name change along with a new tile in MyMarketo to access it.
  • “Predictive Content” is accessible now via its own tile in MyMarketo.

 

 

Changes to Marketo Docs

Marketo documentation will be updated to reflect these terminology changes in the near future. In the interim, you may see references to “Lead/Leads” in the docs. Please note that all instructions currently listed in the docs remain the same.

 

 

Field Names and Tokens

The following changes have been made to Marketo Field Names. Tokens will not be changed.

 

Previously Named

Now Named

Field Name: Lead Owner Email Address

Token: {{lead.Lead Owner Email Address}}

Field Name: Sales Owner Email Address

Token: {{lead.Lead Owner Email Address}}

Field Name: Lead Owner First Name

Token: {{lead.Lead Owner First Name}}

Field Name: Sales Owner First Name

Token: {{lead.Lead Owner First Name}}

Field Name: Lead Owner Last Name

Token: {{lead.Lead Owner Last Name}}

Field Name: Sales Owner Last Name

Token: {{lead.Lead Owner Last Name}}

Field Name: Lead Owner Job Title

Token: {{lead.Lead Owner Job Title}}

Field Name: Sales Owner Job Title

Token: {{lead.Lead Owner Job Title}}

Field Name: Lead Owner Phone Number

Token: {{lead.Lead Owner Phone Number}}

Field Name: Sales Owner Phone Number

Token: {{lead.Lead Owner Phone Number}}

Field Name: Lead Notes

Token: {{lead.Person Notes}}

Field Name: Person Notes

Token: {{lead.Person Notes}}

Field Name: Lead Partition

Token: {{lead.Lead Partition}}

Field Name: Partition

Token: {{lead.Lead Partition}}

Field Name: Lead Rating

Token: {{lead.Lead Rating}}

Field Name: Rating

Token: {{lead.Lead Rating}}

Field Name: Lead Revenue Cycle Model

Token: N/A

Field Name: Revenue Cycle Model

Token: N/A

Field Name: Lead Revenue Stage

Token: N/A

Field Name: Revenue Stage

Token: N/A

Field Name: Lead Score

Token: {{lead.Lead Score}}

Field Name: Score

Token: {{lead.Lead Score}}

Field Name: Lead Status

Token: {{lead.Lead Status}}

Field Name: Status

Token: {{lead.Lead Status}}

 

For more information about Tokens, please see the Tokens Overview article.

 

 

Real Time Personalization (RTP)

Real Time Personalization (RTP) has been renamed to “Web Personalization.” If you have this feature enabled, you will see this name change, along with a new tile in MyMarketo to access it.

 

Old

New


RTP.png

web.png

 

Although references to "Lead/Leads" has been changed to "Person/People" in these apps, the term "Visitors" will remain. This is because Leads/People refers to known people that exist in your database, while Visitor refers to all web visitors (both known and anonymous).

 

For more in depth information about what Web Personalization can do, check out our documentation at Web Personalization - RTP.

 

 

Predictive Content

Our “Predictive Content” product is now accessible in MyMarketo, via its own tile. Predictive Content is the new name for RTP’s Content Recommendation Engine, which allows content assets to be promoted to people visiting your website. It has been upgraded and now will not only engage your web visitors, but also your email recipients with the most relevant content, powered by machine learning and predictive analytics.

 

New


Predictive Content tile - single.png

 

For more information about Predictive Content, check out our documentation at Predictive Content.

 

 

Lead Database

The following changes have been made to Lead Database terminology.

 

Previously Named

Now Named

Lead Database

Database

Lead

Person

Leads

People

Attachments

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