A good friend of mine just started on his Marketo journey and got a brand new instance. (So jealous) and asked me how a Marketo Newbie can get started training wise. As I was putting the list together of resources, I realized I get asked this question many times and thought I’d share my favorite go to resources.
Marketo Instance Set up Checklist
I assume that in all your welcome information that Marketo provides for you they have directed you to the checklist below. Start here to get your instance set up. You’ll also want to make sure you have your SPF and DKIM set up. This affects Email deliverability. Once your IT folks have done what they are suppose to, in the Admin section under the Email section it will say it’s verified.
This is a good reference area to point you in the general direction.
Marketo Fundamental Concepts - 3 short videos to set up a solid foundation
Setting up your channels: Channels need to be set up before you do anything in Marketo from a marketing activities and program stand point so start here https://nation.marketo.com/videos/2478
Lead Sourcing: Nice to have this set up before you get going to really understand where your new leads are coming from. https://nation.marketo.com/videos/2437
Lead Scoring: You can wait on this if you need to get your emails, webinars, and trade shows going but don’t wait too long. This feeds into MQLS. https://youtu.be/uJlNfVGz8Ew
Marketo FU Videos
My good friend Joe Reitz and fellow champion has made a bunch of beginner and intermediate training videos to help folks get started. These can be found in his YouTube Channel
If you’re reading this than you’re already here. This is the best place to go when you have a question. Don’t be shy, and ask away and someone else from the community will most likely respond in a few hours. Search first because most likely someone has had the same question as you.
Join a Local or Virtual Marketo User Group
Meet other people like you and be the first to know when the next meeting is. There are over 60 user groups that meet in person and several virtual ones if there isn’t one near by including North America, India, Microsoft Dynamics and so industry specific ones. Sign up to make sure you get the latest info.
New Customer Onboarding Email Series
For all new customers, Marketo has an email series to help you get started. You should be automatically set to receive these emails on a regular basis but just in case you don’t or other co-workers want to join in on the fun, you can sign up here. Note that this is primarily for admin-level users who are setting up a new instance.
Adobe/Marketing Nation Summit 2019 Session Recordings
For Further along in your journey, The Marketing Nation/Adobe Summit Annual Conference sessions are also a great resource. This year’s recordings can be found here, sort for the Marketo specific sessions