• Marketing Campaign Brief Templates

    Here are a couple campaign request form templates that were developed to capture all the information needed to build a webinar program in Marketo. I build a lot of these one-off programs and was finding myself spendin...
  • Content AI FAQ

    If you have not heard or seen it yet, in the Fall 2016 Release, we were super excited to launch our ContentAI (Predictive Content) for Email. This included a revamp of the ContentAI App (previously known as Predicti...
    David Myers
    last modified by David Myers
  • Email Deliverability Cheatsheet

  • Champion Tips and Tricks Series with Marketo Champions

    As part of the bi-monthly newsletter, we ask Marketo Champions to share their Top 3 Best Practices for using Marketo. You can find each of the episodes below.   Episode 1 - Juli James: Champion Tips and Tricks w...
    Elise Hudson
    last modified by Elise Hudson
  • Marketo Training for Sales

    Our sales team is very new to Sales Insight, so I did a training with them last week to show them some of the features and how they can use it to interact with their prospects better. I figured this is probably someth...
    Sydney Mulligan
    last modified by Megan Truett
  • Marketo's Data Processing Addendum

    Data Processing Addendum (DPA) This addendum includes all required terms for GDPR compliance, plus Standard Contractual Clauses which serve as a safeguard to govern transfers of personal data out of the EU/EEA/Switz...
    Jack Yusko
    last modified by Jack Yusko
  • Your Complete Roadmap to Becoming a Marketo Advocate

    The Marketo Customer Advocacy Program, Advocate Nation, aims to help customers showcase their success and engage with the Marketo Community. We have a number of opportunities available for our customers to network, sh...
    Deborah Kim
    last modified by Will Harmon
  • Translation Library

    Over the last few years all these translations have been gathered together by my colleagues. One of them had kindly gathered them into this beautiful display and I thought it was worth sharing with you all. CTAs ...
    Gerard Donnelly
    last modified by Gerard Donnelly
  • DPAs (Updated- link below)

    Marketo Data Processing Addenda Marketo takes privacy very seriously. We treat the data that our customers collect and use on our platform with the utmost sensitivity and employ strict policies and protections to hel...
    Jack Yusko
    last modified by Jack Yusko
  • Data Processing Addendum

    This document contains contractual terms necessary for GDPR compliance and Standard Contractual Clauses. See here for more information on Marketo's Data Processing Addendum (DPA).
    Jack Yusko
    last modified by Jack Yusko
  • Anonymous Lead Upgrades – Under The Hood

    Included in this article Summary Anonymous Web Activity Logging Triggered Smart Campaigns Smart List Filters     Summary The goal of the upgrade to the anonymous lead promotion process is to increase t...
    Mike Reynolds
    last modified by Mike Reynolds
  • Email 2.0 Hack - UTM Parameters as local variables

    I previously answered a question in the discussions about this topic and figured I would share a bit more details about it. Feel free to post questions/feedback and I'd be happy to update this.   UTM tagging, ext...
    Erik Heldebro
    last modified by Erik Heldebro
  • Consumers are Humans too

    Earlier in my career, I focused my work on assisting consumer marketers in their segmentation. One of my guiding principles was that Consumers are Humans and act like Humans vs. treating them as a demographic (which j...
  • UTM Tracking & Marketo – Part Deux

    In our first post, we discussed the concept of URLs and UTM tracking. Now that those are in place, we will dive into the setup with Marketo. Here are the high-level steps: Create the UTM fields in order to have a pla...
    Ryan Vong
    last modified by Ryan Vong
  • Understanding Attribution in Marketo

    I created this as I was studying for the Revenue Cycle Analytics exam. I tried so hard to understand Attributions in Marketo by watching a video about attribution in Marketo University, as well as reading the Product ...
    Muhammad Ardhin
    last modified by Muhammad Ardhin
  • What is Purple Select?

    What is Purple Select?Purple Select is Marketo’s new customer advocate program made specifically to recognize our rock star customers for personal achievement, company success or just sharing the purple love. No...
    last modified by Megan Truett
  • Marketo Email Insights: Performance Review and Documentation

    Email performance analytics sits at the heart of every digital marketer, you want to be aware of how the performance has been and need the ability to report on the same using various dimensions relative to your market...
    Neeraj Shahdadpuri
    last modified by Neeraj Shahdadpuri
  • Testing Roadmap Example - Tradeshow Lead Nurture Email Content

    this is an example doc used in this post that shows how to create successful nurture programs   Lead Nurture: Email Content (EXAMPLE) Drop Date: MM/DD/YYYY Reviewers: Final Approval:   Overview Purpose: A...
    Allison Sparrow
    last modified by Megan Truett
  • Marketo ExPeerience: Marketo-Fu with Joe Reitz

    Marketo Champion, Joe Reitz, has developed a video series for all Marketo users. From beginner to advanced there is something for everyone to learn from in the videos.   Below you'll find links to all of Joe's v...
    Katie Pedroza
    last modified by Janet Dulsky
  • Roles Documentation

    Hi All,   I recently inherited a marketo database and am new to administrating the platform in general. I come from a salesforce background and have been spoiled at having the ability to look up what each permis...
    Janet Dulsky
    last modified by Janet Dulsky