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In this blog series, we’ve reviewed an intro to Marketo Sky, My Marketo, the Navigation Panel, Search Tool, and Marketing Activities. What does that leave? Updates for Database, Analytics and Admin are still being made for Marketo Sky, so we’re left with: Design Studio! The center for all things aesthetic in Marketo.


As of 12/19, Images and Files, Email Templates, Landing Page Templates, Landing Pages and Forms asset pages are available to access from the drop-down menu.


All others are coming soon, however if you click on the individual asset in the Tree or Recent Design Studio Assets some will open successfully in Marketo Sky.


From the homepage, you can browse all Design Studio assets, upload a new image or file, and access individual Design Studio types. At any time, you can click on the Workspace to go back to the homepage.


The icons and badges for assets have an updated look. Here’s a breakdown of each icon in a handy visual from the Marketo community – thank you Marketo! Want a more in-depth look? Review our previous Marketo Sky Search Tools blog. I’ve also included a visual of the different icons for each asset type currently available in Marketo Sky.


Marketo Sky Icons


Another new feature of Marketo Sky is – labels! Add Labels – up to 10 per asset – to any asset to improve searchability. For example, add the label “headshot” to all of your headshot images in the Design Studio Images and Files to easily search all headshot images at once. Think of labels as meta tags for your assets in Marketo.


What’s next?


We’ve talked about what’s currently available and we’ve talked about what’s not available – but what’s on the way? Below are the Sky improvements that are currently In Progress.

  • Adobe Experience Manager Asset Integration
  • Image Editing in Design Studio powered by Adobe Creative Cloud
  • List Views for Assets
    • Email List View
    • Forms List View
    • Snippet List View
  • Test Group Details Page for Landing Pages
  • Email Champion/Challenger Details Page
  • Asset Details Pages
    • Snippets


You can view the Complete, In Progress, On Deck and Future State items for Marketo Sky here.


Quick Click for Marketo Sky’s Top New Features


Want a quick-click guide to Marketo Sky that summarizes Marketo Sky’s top features? Access the guide here.


  • My Marketo Widgets
  • Navigation Panel
  • Marketing Activities Tree with Advanced Filtering
  • Search Tool
  • Labels
  • Icons & Badges
  • Saved Rules and Flows in Smart Campaigns
  • Set Expiration for Assets
  • Mass Actions on Assets
  • Overall look, feel, and user experience!


Get Started Today


Ready to get started? Use this how-to guide from Marketo to enable Marketo Sky.


But wait! Don't forget to send your feedback to Your colleagues have already started, and you can view known issues here.


Did you know this blog is #4 of a Marketo Sky series? Read the other blogs in the series below.



Do you have an idea for a Marketo Sky blog you’d like to see? What about any other topic? Let me know in the comments below!


This submission originally appeared on The Pedowitz Group's blog.

Marketing Operations continues to evolve rapidly. The best Marketing Operations teams are leveraging the best from traditional operations and devops teams to add scale and quality to their operations practice.

Join Eric Peterson, cofounder at Automaton and former Director of Marketing Engineering at Tableau, as he walks through the 3 Operational Martech Metrics every MarTech Stack Owner needs to know and track.


Event details
Event Date: Thursday, Sept 5, 2019
Event Time: 11:00am - 11:30am PDT
Presenter: Eric Peterson, Head of Developement
Register Now: Automaton - Marketing Technology Stack Testing Tool 

You're already building the foundation for your success in Marketo Sky. In my first two Marketo Sky Blogs (An Introduction to the New Marketo and How to Use Marketo Sky's New Search Tool), we reviewed the 'Navigation Panel', 'My Marketo', and the 'Search Tool'. Now let's talk about what is arguably the most important area of Marketo – Marketing Activities! 


Marketing Activities 


In addition to several new features – which we'll cover in a minute, Marketing Activities has gotten a complete makeover. While most navigational buttons and dropdowns like ‘New Smart Campaign' and ‘New Local Asset' are still in the same location, the look is completely different. And it looks great! It may take your eyes time to adjust after having looked at Marketo Classic for so long, but trust me when I say, you will end up loving it. The best way to get used to this new look is to go into Marketo Sky and start using it. However, if you need a little warming up, I've provided a short video below showing the most common areas of Marketing Activities and its new look.



See? That wasn't so bad! Now let's talk about functionality. The new Marketing Activities area has some fantastic new capabilities: Mass Actions, Asset Expiration, Saved Rules and Flows and more. Another major change in Marketing Activities is that you can only view one workspace at a time. In Marketo Classic, you could collapse any workspace, but they were still in the Tree area. Now you'll use the Navigation Panel to navigate between workspaces. 


Now let's dig into those great new features I mentioned: 


  • Set Load Date Range – Find assets that were created or modified within a specific date range in your current workspace; e.g., last week, in the past three months, etc.

  • Saved Rules and Flows in Smart Campaigns – Create rules and flows and save them for later. Once saved, drag and drop them into the Smart List or Flow of a smart campaign. 

  • ***et Expiration – Control which content is available for use and during what timeframe. This can be located under the Assets tab in the program. 


  • Marketo Sky Stacked FiltersStacked Filters – Search by multiple filters at one time. This is a huge step up from previous search capabilities where you could only search by one asset type at a time and date range wasn't an option. You now have the ability to filter by:

    • Date Range
    • Asset Type (including Email, Campaign, Form, Landing Page, Push Notification, In-app Message, and List)
    • Program Type
    • Archived Folders
    • Labels (this is new!)
    • And any combination of the aforementioned


Use the search area in the Tree to search your current workspace. You can also click the 'Global Search' button to use the Global Search functionality and search the entire instance. You can click on any asset under the Marketing Activities area and it will open in Marketo Sky. 


Marketo Sky Global Search


*A bug I have noticed is that there isn't a way to back out of the search once it's complete.
I had to refresh the page to remove the search term filter.


  • Label Filters – Add Labels – up to 10 per asset – to any asset to improve searchability. For example, add the label ‘inbound' to all of your inbound programs to easily search all inbound programs at once. Think of labels as meta tags for your assets in Marketo. 


Marketo Sky Labels


  • Complete Mass Actions – Approve and unapprove multiple assets and activate, deactivate, and schedule multiple campaigns at one time. This has always been available for assets in the design studio, but this is completely new functionality for campaigns and is now available at the program level for both. This can be located under the Assets tab in the program. 

Marketo Sky Mass Actions

  • Improved Icons & Badges – The Tree and its associated icons have an updated look. Here's a breakdown of each icon in a handy visual from the Marketo community – thank you Marketo! Want a more in-depth look? Review our previous Marketo Sky Search Tools blog. I've also included a visual of the different icons for each Marketing Activities asset type currently available in Marketo Sky. 



If these new features haven't gotten you excited to use Marketo Sky, I don't know what will. These features have come in handy on several occasions for me. What feature are you most excited to use first? 


Get Started Today 


Ready to get started? Use this how-to guide from Marketo to enable Marketo Sky.


But wait! Don't forget to send your feedback to Your colleagues have already started, and you can view known issues here.


Be on the lookout for my next Marketo Sky blog post about the Design Studio!


This submission originally appeared on The Pedowitz Group's blog.


UPDATE: The design studio blog: Marketo Sky: What's Next for the Design Studio? is now available!

Marketo Sky is here, and it's not going anywhere – but we want to help guide you along this journey! As previously mentioned in our first Marketo Sky Blog…about the "Navigation Panel' and 'My Marketo', it's time to try it! In today's blog, we're going to cover the 'Search Tool'.


Search Tool


The Search Tool has gotten a complete overhaul – and there are now two ways to access it. You can access the search tool by selecting the purple tab to open your current workspace and use the reduced search/filter area OR you can use the Search icon in the navigation panel.


Use the Search Icon in the Navigation panel to open a full screen search area where you can search All Marketo, Marketing Activities, Design Studio, and Analytics.


Marketo Sky Search Tool


If you use the Search icon, search will be defaulted to ALL workspaces. If you use the search area in the Tree, search will be defaulted to your current workspace.


You can click on any asset under the Marketing Activities or Design Studio tab and it will open in Marketo Sky. If you try to open a report under the Analytics tab, it will open in Classic Marketo in a new window.


Marketo Sky Tree SearchYou now have the ability to filter by:

  • Date Range
  • Asset Type
    • (including Email, Campaign, Form, Landing Page, Push Notification, In-app Message, and List)
  • Program Type
  • Archived Folders
  • Labels (this is new!)
  • And any combination of the aforementioned


This is a huge step up from previous search capabilities where you could only search by one asset type at a time and date range wasn't an option.


Labels are also a new function of the Search tool. You can now add Labels – up to 10 per asset – to improve searchability of assets. For example, add the label “inbound” to all of your inbound programs to easily search all inbound programs at once. Think of labels as meta tags for your assets in Marketo.


But hold on – how do I know what I'm even looking at? The Tree and its associated icons look completely different. I'm used to seeing a lightbulb turned off, a lightbulb turned on, a lightbulb with a check mark, etc. There must be a simple way to tell what is what…and there is!


I snagged this handy dandy visual from the Marketo community – (Thank you Marketo!) – and it shows each possible new icon and a description out beside it. Handy, right? Batch campaigns are still indicated with lightbulbs, but Trigger campaigns are now indicated with lightning bolts (similar to how the Smart Campaign triggers look in Marketo Classic).


Marketo Sky CampaignsHere's a more in-depth breakdown:

  • Batch Campaigns
    • Lightbulb with a Check Mark = Has run and will not recur
    • Lightbulb with Clock Hands = Scheduled to run in the future
    • Lightbulb with a Circular Arrow = Recurring run
    • Empty Lightbulb = Has never run
    • Lightbulb with a Red Dot = Error in the campaign
  • Trigger Campaigns
    • Lightning Bolt with a Green Dot = Activated
    • Lightning Bolt with a Green Dot/Arrow = Campaign is requested
    • Lightning Bolt with a Red Dot = Invalid
    • Lightning Bolt with no dot = Inactive
  • Marketo Sky AssetsLocal Assets
    • Green Dot = Approved asset
    • Orange-yellow Dot = Unapproved, draft asset
    • Half Green/Half Orange-yellow Dot = Approved asset with a draft


I've also included a visual of the different icons for each Marketing Activities asset type currently available in Marketo Sky.


These new features have improved my workflow in Marketo tremendously. I'm excited for the new releases to come for Marketo Sky. It has been an adjustment using such a vastly different tool than I'm used to, but the best way I've learned is to get in and just start using it.


Get Started Today


Ready to get started? Use this how-to guide from Marketo to enable Marketo Sky.


But wait! Don't forget to send your feedback to Your colleagues have already started, and you can view known issues here.


Stay tuned for the next two blogs in this series Marketing Activities and Design Studio.


This submission originally appeared on The Pedowitz Group's blog.


UPDATE: 7 Must-See Features of Marketing Activities in Marketo Sky and Marketo Sky: What's Next for the Design Studio? are now available!

Since the first Marketo Sky release in October 2018, you've probably experienced a myriad of emotions: excitement, anxiety, reluctance? Updates to the Marketo dashboard have been minimal in recent years, so this complete overhaul can be overwhelming. But the changes keep coming and they're not slowing down, so the time has come. The purple “Open in Sky” box has been looming over you long enough – it's time to click it.


But you don't have to go through this alone. We're here to help guide you along the way!


There are a few areas of the new dashboard that are going to affect your day-to-day life the most: the navigation panel, My Marketo, the search tool, Marketing Activities, and Design Studio.


There are so many new features we can't fit them all in one blog, so we'll be releasing a series of blogs about Marketo Sky over the coming months. We'll cover design and layout, tips and tricks, new releases, and more.


In today's blog, we're going to cover the new navigation panel and My Marketo.


Navigation Panel


The Navigation panel now has a permanent place on the left-hand side of your screen. This makes for easy access to the Main Menu, Workspaces, Search Area, Community, Admin, Runnings Tasks, and Subscription Information.


What can you do with these options?


  • Main Menu – Gain easy access to My Marketo, Marketing Activities, and Design Studio.
  • Workspaces – View all instance Workspaces in a drop-down format. This icon isn't available when in My Marketo – only Marketing Activities and Design Studio.
  • Search – Open a robust search area where you can search Marketing Activities, Design Studio, and Analytics. I discuss this new tool in greater detail in the Marketing Activities section.
  • Community – Clicking this icon will open the Community in a new window.
  • Admin – Clicking this icon will open your Admin area in Classic Marketo in a new Window.
  • Running Tasks – View recent notifications for currently running tasks.
  • Subscription Information – View your Account Information at a quick glance. You can also click View My Account from here and your full account view will open in Classic Marketo in a new Window.


Use the purple tab to expand and collapse the Marketing Activities and Design Studio asset list and search area.

The new Navigation panel puts the most used Marketo features within easy clicking distance and gives you the ability to completely hide the asset list when not in use – a feature I think we can all appreciate!


What's new in My Marketo? First off, it's now a customizable dashboard. You can create, edit, clone, and delete widgets to match your preferences using the new “My Personal View” tool.


My Marketo

On each view, you can customize which Widgets you want to view. Currently, you can choose between the Navigation, Marketo Production Status, Recent Blog Posts, and Expiring Soon widgets.


  • Navigation Shortcuts gives you quick access to the areas of Marketo that you have the most interest in. Customize your selections to meet your needs. Easily navigate to the desired area* by clicking on the shortcut in the Navigation module. *Currently, only Marketing Activities and Design Studio will open in Marketo Sky.
  • Marketo Production Status gives you an overview of the real-time status of your Marketo system as well as any current or planned outages.
  • Recent Blog Posts allows you to access the most recent blogs from the Marketo Community.
  • Expiring Soon shows a quick view of soon-to-expire assets. You can customize this by Workspace(s) and asset(s) – trigger campaigns, scheduled batch campaigns, and landing pages.


Future widgets will include Campaign Queue, Asset Audit Trail, and Notifications.


  • Campaign Queue will show the status of your smart campaigns.
  • Asset Audit Trail will show recent changes made to assets.
  • Notifications will show a customizable list of recent notifications.


These new features are putting the most important and often used Marketo tools at a quick glance or click away – improving your workflow and increasing your productivity. I can't wait to see what the next release has in store for us!


Get Started Today


Ready to get started? Use this how-to-guide from Marketo to enable Marketo Sky.


But wait! Don't forget to send your feedback to Your colleagues have already started, and you can view known issues here.


Look for my second post covering the Search Tool!


This submission originally appeared on The Pedowitz Group's blog.


UPDATE: How To Use Marketo Sky’s New Search Tool7 Must-See Features of Marketing Activities in Marketo Sky and Marketo Sky: What's Next for the Design Studio? are now available!

If you are working with a company that has multiple Marketo instances that require DKIM's on the same DNS, there are a few steps you need to follow and a few errors that can occur if you do not set this up correctly.


If you setup 2 DKIM records with the same selectors, it will cause both your DKIM's to fail so make sure you are using different selectors when setting up the record. The selector in your record is m1.


When setting up the record in your DNS you want to change the M1 to m2 as shown below (or m3, m4, etc if you have more than 2 instances on a DNS) to so in your DNS you would have two records with different selector values



You then need to submit a Marketo support ticket asking them to add the m2 selector your to your instance, once its been added it's ready for testing!



Organized, institutional testing is critical to operating a stable, scalable martech stack. Lead generation, and ultimately the health of your business, heavily relies on airtight system infrastructure. As your stack continues to grow, it’s important to build on a stabilized and vetted environment to identify gaps within any existing or newly added implementation. Understanding the impact of operational changes can seem impossible without a solid infrastructure to test against.



Identifying What To Test


But what is it that you should be testing?
Start by defining the key aspects of the process you want to test. Let’s use the example below:


  1. Lead Routing Rules
  2. Lead Stamping Rules
  3. Operational Workflows
  4. Integrations
  5. Program/Campaign Launches

Testing yourSaaS software architecture is an important means of assessing operational health and stability of systems. Everyone has experienced the dread of sales knocking on your door asking why leads aren’t being fed into their queue - only to discover a key routing requirement has been missed.

Breaking Down The Testing Process


Beyond identifying the key aspects, what is it specifically that you’re looking to test? To illustrate this, we broke down each of part of the process with key questions you should be able to answer before giving the green light.

PictureLead Routing Rules: You want to be sure all streams of the lead management system being accounted for and have operational campaigns to manage them. Go down the check list and make sure all systems are a go with regards to:
  • API
  • List imports
  • CRM Syncs
  • Form Fills
  • Webhooks
  • Integrations
Lead management campaigns should require all the necessary fields for a multi-stack sync, and you want to be sure to know where to place them in your pipeline. Questions to answer for this are:
  • Leads may be coming in, but are they going where they should be?
  • Do all your inbound platforms have the required data to place them in the right marketing campaigns to propel growth and engagement?
Watch to be sure your lead routing rules between systems are not circular or result in a dead end. A lead may route to sales, but if they aren’t ready to buy, how are you placing them back into the marketing funnel, and within the right campaigns? Mishandled leads are a huge loss of revenue. No lead must be left behind!Have you tested all your pass/fail lead scenarios? It’s important to understand how a lead can fail to enter your system correctly. For every ‘pass’ use case, you should have a ‘fail’ use case to test against



PictureLead Stamping RulesMuch like lead routing, this is the actual process of stamping leads correctly to give your Sales team the information they need to engage. It also helps place your leads in the right marketing queue. Your checklist here can include:
  • Are your field requirements the same across all inbound lead generation efforts?
  • Do you have the required fields to sync across multiple platforms and integrations?



PictureOperational Workflows
Operational workflows are the plumbing of your system and keep everything orderly
Look to see that your data normalizes across platforms. This is imperative for your data to stay consistent across your marketing stack. Checklist items here are:
  • Have you tested pass/fail use cases for data entry against workflows?
  • Are your unsubscribe and opt in’s working consistently across platforms?



PictureIntegrations: Cross system functionality through integrations can be the most vulnerable. Disparate systems with separate development cycles and no cross system testing can result in broken integrations. Testing is critical here as errors can occur for no apparent reason. Be vigilant in asking:
  • Are syncs up and running on a daily basis?
  • Are leads and data syncing correctly across platforms (directional/bi-directional)?
  • Do inbound lead generation systems require the same fields in the same formats?



Program and Campaign Launches: Before any major campaign or program launch, the above testing recommendations should be taken into account. You should be able to answer the following in detail:
  • Are your leads being stamped correctly?
  • Are your leads routing correctly?
  • Are your leads running through operational workflows?
  • Are your leads syncing between platforms?



Test Regularly for Health and Maintenance


Understanding the key components keeping your systems up and running is imperative to overall system health and maintenance. The upkeep and regular testing of these backend configurations will ensure you catch any system change requirements or bugs that could cause leads to go amiss or lost opportunity for revenue generation. With lead generation being the main driver behind all new business, your tech stack needs to evolve along with the systems that support it.


You can read more here: Optimize Lead Generation By Testing Your Marketing Tech Stack



#MKTGNation 2018. Time to overcome a #CaseoftheMondays with FLO RIDA headling the party and Lindsey Vonn as our Keynote. Haven't registered? Save, use my promo code Cutter350 and get seats in the front row.  Feel free to post the promo code, share with your colleagues. Questions, just ask me on LinkedIn.  Register by April 1st.

What if there was an easy way to catch a potential gap on your high priority leads while creating a touch point opportunity for sales?

There is an entire niche of leads that can be enriched but are often thrown away. Why not use hard bounces as a potential lead source?


There is a very simple way how, and it can work for B2C and B2B companies, lets take a look at both scenarios.


Scenario One: You are a professional sports team, and your focus is B2C with an emphasis on  selling season memberships. How would you build your campaign. This will need to be a balance between behavioral and demographic traits.  First, I would talk to sales. What are they looking for in a hot lead? Second, take a look at your data. What pages, or forms see the highest activity and conversion rates.


When working for an NBA team, we would look at leads that were visiting pages that directly related to our largest source of fan revenue. Our second concern were leads that filled out the fan profile since this was a little longer of a form and took more commitment to fill out. You can then use that information to build your formula for capturing potential sale leads.


We identified two groupings of hard bounces we wanted to capture.You will need to make sure your forms require a phone number to contact them, if they don't or you use progressive profiling forms you can add an additional "phone number is not empty" filter.


1.  Email=invalid + High Priority Form Fill (membership fan profile)  = Add to list


2. Email = Invalid + Form Any + visits webpage (min 3 times) + phone number= Add to list


Once you figure out your equation you can start building your smart campaign.



In your flow step, you will want to add them to a list.  You can also send an alert for real time customer relationship management by having a sales team member contacting the lead to collect the correct information. 



Work with your sales manager to identify the best cadence for delivering these leads. Depending on the size of your lead database, and number of hard bounces you can either route them directly to sales, or provide a list on a weekly/monthly/daily basis.


Scenario Two: You are a small B2B company that sells security solutions to companies that use POS software (point of purchase). Use your demographic lead scoring model as a template.  This will be directly based on your specific market traits, and the buyer persona you are looking for.


  1. Hard Bounce +Title+Industry+ Form Any + Phone Number = Potential Sales Lead
  2. Hard Bounce +Trial Form Fill = Potential Sales Lead


The size of your lead database will help determine the parameters of your smart list. If you are a smaller business, with less lead generation, you may want to set less defined thresholds for a higher lead count. However, the larger and more complex your sales cycles become, the more you will need to define and set specific thresholds to avoid an overload of hard bounces.


Now let's build out the smart list:



I would make sure to consult with your Sales Manager on how to handle these leads, especially if you have different sales teams per product. You will want to at least add them to a list if you find the alert is not needed. 



And there is it. Now you have setup  a hard bounce enrichment program for leads that have invalid email addresses. You will need to keep in mind how you want the lead to re-enter the system, and where you want to route them for nurturing. This will strongly be dependent on how your instance is setup and the CRM software you are using. Future blog to come!


BONUS: If you don't have a phone number, but a do have a mailing address, you can change up the triggers and try a direct mail touch. Sending a letter encouraging them to update their information on your website, may just be the push they need to become a nurturable lead. Make sure you have a specific form or tracking method for collecting this information to measure the result of your campaign.

When is the last time you checked your  munchkin tracking code on your website?


If it’s been a while, you may have a gap in your tracking and not even know it. Generally, we see different departments in a company managing their website and Marketo Instance. If your website manager forgets to add or accidentally deletes the munchkin code on a page, it can cause significant loss of data, including lost leads, behavioral tracking, scoring and sales opportunities.


So how do you ensure that your munchkin code tracking stays consistent and accurate?


Here are 2 easy ways to ensure the right pages are being tracked and are working.

  1. Download the Ghostery App and audit your site on a regular basis 
    1. Once it’s downloaded a little icon in your browser bar will appear. When you click on the ghost icon, a list of  tracking cookies will show up. If you don't see Marketo, then Houston you got a problem
    2. ghostery.JPG
  2. Check your 5 highest priority pages and test that your Munchkin code is firing correctly on a quarterly basis
    1. Steps For Checking Your Munchkin Code is working
      1. Load your website in your browser
      2. Right-click on screen and select ‘Inspect'
      3. Click the ‘Network' Tab'
      4. Scroll to the bottom of the window and search for 'visit webpage', If it’s there then your munchkin code is working. (see image below)


Your Marketo Munchkin code is a lifesource of your instance, make sure to keep your data healthy and leads on the right track with these two simple tips! If you have a high turnover of website pages, you may want to consider more frequent auditing.



A small investment can equal a big return when your marketing team has the foundational training needed to implement automated campaigns through Marketo.

  1. Invest in your software stack: Investing in a tool that can perform accurate reporting and analytics can help your team build for your business goals and better inform business decisions.
  2. Tap into the knowledge of your database: A seamless integration with your CRM will serve as the backbone to your lead database. Learn the checkpoints to ensure your setup is complete and optimized.
  3. Build for the future: Marketo leads the forefront of technical capability. Set a strong foundation for your sales and marketing teams that will set your teams up for long term growth, scale and success.
  4. Training more cost effective than a Consultant: Marketo resources are endless. Once the foundation is well understood, the more advanced pieces will come easier.
  5. Your Marketo instance is only a skeleton: If you do not understand it, how can you build it? An understanding beyond the basics will help you team exceed goals.
  6. Don’t waste valuable time: Training will ramp up your team to work more efficiently and productively. Equipping them with the knowledge needed to jumpstart your automation platform program will save you time in the long run.

Marketing Automation is the way of the future. Be a leader and transform your digital marketing with the right training today.