STEP 1: TRACKING USERS AND CONTENT

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1 Welcome to Boomtrain for Marketo! Boomtrain allows you to serve dynamic content, personalized for each recipient, in every Marketo campaign. This document outlines easy implementation of Boomtrain into your existing Marketo templates and campaigns. STEP 1: TRACKING USERS AND CONTENT The first step is understanding your data so we can model it and start running our algorithms to better understand the relationship between your users and the resources. To get started, add this code before the closing </body> tag of any pages you want to track. Be sure to replace the {{app}} below with your unique application id, ensuring you get your custom version of the library. <script type= text/javascript src= cstrain.min.js ></script> If users sign into your application and you track them with an internal member ID, you can identify them using the following call. Please ensure this is a string. _bt.identify( your unique user id ); If users sign up for your application you can store their address and other user attributes through the following call: _bt.person.set({ example@ .com }); If you have custom events that you d like to track, we make it easy. For example: _bt.track( shared ); _bt.track( added_to_cart ); Important: if you use query parameters to specify content or don t have a unique page for each item on your site. In order to make sure we can ingest each unique item, we ll have to use a content feed or API rather than scraping your site. Boomtrain can only scrape content if it lives on a static URL. In the event that you have many items on a page and use query parameter to pop-up a modal or use query parameters to set state on a page, you ll be a good candidate to provide a content feed or send items directly to the API. Additionally, we ll turn off our auto-tracking and you site will need to call an explicit event. _bt.track( viewed {itemid= id, model= deal }) Track via API: If you prefer using the API to track events, get in touch and we ll send you API documentation.

2 STEP 2: CREATE DYNAMIC CONTENT IN YOUR MARKETO TEMPLATE Boomtrain s Dynamic Content for Marketo allows you to surface 1:1 customized content directly into your newsletter templates, redendered at the time of open. 1. From your Dashboard, select Create New Campaign 2. Select the Dynamic Image recipe

3 3. Configure your Dynamic Content 1. Name your dynamic image with something descriptive that will easily allow you to verify it later. For example: Daily Newsletter Full width layout. 2. If you are including editorial content in your and would like to ensure the editorially promoted content is not repeated by a dynamic image, you can easily exclude that content by looking it up here. We ll add the exclude parameter to the code that is provided.that way, if you want to exclude a different story later, you can just look it up and enter the resourceid by hand. 3. Select a template or create your own. 4. Build your Dynamic Image Template 1. To create custom configurations, you may need the help of someone that knows HTML and CSS. We use a simple template language to allow you to change the font, size and orientation of your image templates. If you run into trouble, drop us a line at support@boomtrain.com and we ll gladly lend a hand. 2. If you want to make changes to your layout, you must save the layout changes then re-save the entire notification. This clears the cache and makes sure that you see the latest updates.

4 STEP 3: COPY YOUR CODE AND INSERT IT INTO YOUR MARKETO TEMPLATE 1. These steps are importat! Copy the Embed Code and make sure to Save Changes. 2. The code is comprised of an <img> wrapped in a <a href>. Attributes of both the image and the link will need to be updated. 3. Replace the %USERID% in the code with Marketo s address marker. This will make sure that your users are recieving personalized content. You should be calling: _bt.person.set({ lead. Address:default=user@ .com}); from your website to tell us who each user is. Likewise, if they click on this image, we identify them. 4. Resplace %TIMESTAMP% with a UNIX timestamp marker from Marketo: bt_ts={{datetime}} to make sure we bust any cache. Gmail in particular likes to cache images on their servers which can sometimes make it tricky for Boomtrain to ensure all your users get personalized images. 5. If you re including more than one dynamic image in your , you ll want to change the 1 that shows upafter the /-/ to a 2, 3 and so on. This makes sure that each image that loads in your is unique. 6. The - refers to any content type. If you want to constrain your images to just articles or products you can replace it with articles or products. Note that you must specify your model type when providing resources via scraping, feed or API.

5 <a href= target= _blank > <img src= /> </a> For more parameter details and a few cheat-sheets, visit: knowledgebase.boomtrain.com