Michelle Lewis

How To Use Marketo Sky’s New Search Tool

Blog Post created by Michelle Lewis on Jul 22, 2019

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 SkyFeedback@marketo.com. 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 is now available!

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