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All Places > Employee Blog: From our desk to yours > Author: Will Harmon

Earlier this week I asked the good people of Purple Select a question. If you could give your younger self one piece of advice while you were learning to use Marketo, what would it be? It didn't take long before I had a wealth of valuable answers that covered a wide variety of ideas and best practices. It only made sense that I share my 10 favorite answers with the Community, one of the best (if not THE best) places to go for new Marketo users. Let's get right into it.


Top 10 Tips for New Marketo Users


1) Set aside time each week to really dig in and read the docs.


2) Learn how to do things the right way the first time!


3) Create better study material, you'll need it when you are renewing your certification.


4) Document everything! In addition to process documentation, take notes as your instance evolves. You will never remember all the changes it goes through so you can benefit from having historical details about what's been done.


5) Embrace the data. It may be a tough and dirty task to get data clean, but once you do you can focus on bigger and brighter things!


6) Organization! Be sure to keep all folder and assets well organized. Make sure to go through old programs and shut them down and archive them.


7) Ask how others solving the problem you are trying to solve. People have amazingly creative solutions.


8) I know it has been said, posted and talked about ad nauseum, but CLONE!! Clone all the things!! It is the best feature of Marketo, hands down! Instead of having to create programs and campaigns and reports from scratch, just clone a previous one and edit it to fit your current need.


9) Go to the Community! You can learn a lot just based on what people post every day, but it's great to couple that with Marketo docs. For example, when you read a doc about connecting GoToWebinar, go search the community to find out what people have posted about that product, about how to set up, common questions they have and best practices. You can teach yourself a LOT using these two tools.


10) My best advice would be not to rush into setting up your Marketo account until you have a strategy on how you want to set it up (ie - naming conventions, folder organization if you have multiple brands you marketo to, etc). I have no choice but to rush in getting my account set up and over a year later, I'm finding myself having to go back in and fix/reorganize a lot of things that I might have been able to avoid if I'd had more time to plan before hand.


Honorable Mentions

- Read everything and watch all the videos you can when you're getting started. You can start implementing the best practices the whole time.


- Immerse yourself in Marketo Community. I was self-taught and I found this to be the best resource.


- Tokens, tokens, tokens.


- Spend more time in the community! Even if you aren't answering the questions you should read about the successes, issues, and challenges other users are having. (See a common theme with Community?)


I want to extend a huge thank you to everyone who participated in this challenge on Purple Select. The Marketo Community continues to have one of the most active and engaged customer bases out there. Thank you for sharing your knowledge, expertise, and best practices with new and veteran Marketo users alike!




If you have more tips and tricks that you would like to share with us, then I want to share some rewards with you! The challenge is still available in Purple Select, so feel free to head over there and submit your advice. If you don't have a Purple Select account set up, you'll be excited to hear we just made it even easier to sign up! Our sign in page now has a "sign up" button near the bottom on the page that allows you to submit all of the necessary information. After a member of the Customer Marketing team confirms your nomination, you'll gain access to Purple Select! If you have any additional questions, please reach out to me at ( and I will happily assist in any way I can!

The goal of our Customer Advocacy Programs is to help our customers showcase their success with Marketo and engage with The Marketing Nation. We have a number of programs and opportunities available for Marketo advocates to network with marketing peers, share your success and best practices, and highlight your innovations in the marketing field.



Purple Select is our way to reward you for being an advocate for Marketo! Complete fun challenges, earn awesome swag, and climb the leaderboard to join other MVP advocates who are representing our brand to the fullest. Whether it’s checking out the latest and greatest in Marketo news or submitting a shiny new review of your experience with Marketo, we want to reward you for being involved in our Purple Community.


You can sign into Purple Select anytime by following this link or visiting Don’t have an account yet? Email Will Harmon ( and we’ll handle the rest. You are already doing these challenges daily, let us reward you for it!



Marketo User Groups (MUGs) are region-specific meetings held by Marketo users for Marketo users. The purpose of these groups is for customers to meet in person to collaborate, share ideas, network, and problem solve. In a digital world, we know how hard it is to ALWAYS rely on your global network for fast and relevant help, so we encourage you to join your local MUG to help you drive even more success with Marketo. Check out our 50+ MUGs worldwide and sign up for MUG email communications!


Virtual Marketo User Groups (VMUGs) are a unique opportunity to connect with fellow Marketo users who are facing similar challenges to you in a virtual forum. The VMUGs provide similar opportunities as our regional MUGs for those customers who don’t have a regional MUG in their area or would like to connect with other Marketo users in their industry. Sign up for VMUG email updates! For any additional questions or comments about our MUG program, contact Kelsey Bourque at (



The Marketo Champion Program is an elite user community uniting Marketo’s most passionate and strategic customers and partners. Champions are the trusted brand ambassadors and change agents of The Marketing Nation. Champions regularly share their expertise, best practices, and strategies to help Marketo customers thrive.


You must apply to become a member of the Champion program. Champion classes are inducted annually and applications open during the last quarter of every calendar year. If you are interested in learning more about the Champion Program, please refer to the Champion Community page! If you have any burning questions about how to get involved in the Marketo Champion Program, email us directly at (


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Our Reference Program allows you to share your Marketo experience with prospective and fellow customers on a private reference call. Connect with peers to discuss best practices or engage with prospective members of The Marketing Nation. If you are interested in being a reference for Marketo, please contact us directly at (



We love to capture and share our customers’ success stories. Take a look at our current Customer Success Stories! If you are interested in having your Marketo customer story published and share your success with The Marketing Nation, please contact Will Harmon.



As we continually strive to serve you better, we want to listen and learn about aspects of your Marketo journey, such as how you learned how to use Marketo, what challenges you face today, and what advice you would share with first-time Marketo users. If you would like to participate, the Marketo Customer Marketing team will invite you, from time to time, to sit down with us to share your experiences and feedback about your customer experience with us.


If you have any questions about the Customer Advocacy Programs mentioned above, please don't hesitate to email the Customer Marketing team directly at (