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26 Posts authored by: Sant Singh Rathaur

Yes you heard it right! You can use segmentation for Anonymous lead as well as known leads. I hope you must be interested to know how if you haven't done it yet.

 

I will start with what is segmentation and how it works. 

 

Image source: Marketo product doc

 

 

Segmentations are special database tools that allow you to identify your database groups for various purposes, including Dynamic Content. Segmentations are pre-set list divisions that run in the background automatically and are much faster than smart lists.

To create segmentation, follow the method/steps below:

 

Step 1: Go to the Lead Database

Step 2: New > New Segmentation

Step 3: Add Segments

Step 4: Adjust Segment Priority Order - Why this step is important? This is to ensure that the right lead end up in the right segment because there is a possibility for a lead to be in the multiple segments.

Step 5: Press Create.

Step 6: Define Each Segment

Step 7: Approve the Segmentation

 

Once you have established the rules for each Segment, you can go to Segmentation Actions > Approve to make it available throughout the process.

 

Approval triggers a process to move through lead into one or the Default Segment or one of the three segments. It may take some time to complete this. Marketo will alert you or you can watch the updates to the green checkmarks with the little icons.

 

Read more about segments here: Understanding Dynamic Content - Marketo Docs - Product Documentation 

 

Now your segmentation is created and ready to use. Now, by using the same segmentation we have to create a landing page. Read here how to you use dynamic content in your Marketo landing page - Use Dynamic Content in a Landing Page - Marketo Docs - Product Documentation 

 

Once this landing page is ready then follow the below process:

 

For example, we have below details:

 

Landing page URL: http://example.com

Segmentation Name: Area-of-interest

Segment in the segmentation: Marketing, Sales, Default

 

Important Note: I believe you have already updated the content for the above segments in the landing page. If not then please go back to your landing page and add dynamic content.

 

Now you just need to create a query string URL to call your segments to populate the content for the respective segment.

 

Syntax will be:

 

Landing Page URL + ? + Segmentation name + = + Segment name

 

Example: http://exmple.com/?area-of-interest=marketing

 

So, if we will use the above URL then it will populate the content based on marketing and at the same time if we will use the sales segment then sales content will appear on the page. If no condition is met then default content will appear.


I hope you're going to enjoy reading this. Keep reading!

 

You can read the same blog on my website at santrathaur.com as well.

 

Read the blog here: Use segmentation for Anonymous lead...

 

Cheers,

Sant Singh Rathaur

 

Connect me on LinkedIn https://www.linkedin.com/in/sant-singh-rathaur/

When we say what all type of tokens you can create in Marketo?, It means that these tokens are not predefined. In Marketo's language, you can call my tokens.

 

If you are studying for the Marketo certification exam then you must know about what all type of tokens are available in Marketo that you can create. You might be aware that Marketo has added more type of tokens recently. In this blog, I will try to explain each of them one by one and with their usage...

 

1. Calendar File - First in the list when you go to my token section under any program or root folder. This is token is widely used for webinar and onsite event to to create .ICS file. Now what this .ICS file does? 

 

This .ICS file also called as calendar file, It helps the business to share calendar information via landing page or email and once user will download the .ICS file, he/she can save the event information in his/her personal calendar as a gentle reminder.

 

Important Note: This is the only token type where you can use nested token. You might interact with a question where it is asked that in which token type you can use another token? You now know the answer and see the explanation in the screenshot below:

 

Read More: https://docs.marketo.com/display/DOCS/Create+a+Calendar+Event+%28.ics%29+File 

 

2. Date - This token can store a date value and date format will be dd/mm/yyyy. For example: (e.g., 12-10-2019).

 

3. Email script - This token is used to execute velocity script in your emails. 
Read More: 
https://developers.marketo.com/email-scripting/ 

Example Here: https://developers.marketo.com/email-scripting/examples/ 

 

4. Image (New) - This token can store image URL only and it has been recently added to the token list.

 

5. Number - This token can store any integer value. It can be even negative value as well.

 

6. Rich Text - In this type of token, you can html/css.

 

7. Score - This token is used to assign/update value of lead score in the change score flow step. Now your question might be, why we are using only score type of token to update lead score? why not any other token?

 

Important Note: Answer is, this is the only token where you can perform arithmetic operation.

 

8. SFDC Campaign - Use this token to allow leads that become part of a Marketo Program to also be added to whatever SFDC Campaign is added.


You can use the token in the "Add to SFDC Campaign" flow step. So if you clone Programs, you would only update the tokens and not have to go into the Smart Campaign to change the SFDC Campaign. 

 

9. Text - It stores only text value. The size limit for Text tokens is 524,288 characters or 2 MB.

 

Apart form these token types, do you understand the difference between Local, Inherited & Overridden token?

 

If you have been a science student then you can easily relate it with DNA inheritance in Genomics and you will find it difficult. 

 

1. Local Token Token which are locally created inside a Marketo program or parent folder are called Local tokens. 

 

For Example, You have created a program named Marketo-Token-Testing and then you created some token inside this program itself. So for this program, these tokens will be called local tokens.


2. Inherited Tokens - 
Inherited tokens are not created locally, they are inherited from a tree somewhere in a higher-level program or folder.

For Example: In the Program "Marketo-Token-Testing", you have created another program inside called  "Marketo-Inherited-Token-Testing. So all the token you have created in "Marketo-Token-Testing" will be available to use in this program as well and they will be called inherited token because they are not created in this program hence they are inherited from parent program.

 

 

3. Overridden Tokens - This token was also inherited from a tree somewhere in a higher-level program or folder and then someone made an exception in this program or folder by making some changes in the token value.

 

For Example: In the Program "Marketo-Token-Testing", you have created another program inside called  "Marketo-Overridden-Token-Testing. So all the token you have created in "Marketo-Token-Testing" will be available to use in this program as well and they will be called inherited token until you will not update the value of those inherited tokens. So once you will update the value of inherited tokens, mean you have overwritten the value then it's called overridden token.

 

Read more about the token here: Understanding My Tokens in a Program - Marketo Docs - Product Documentation 

 

 

I hope you're going to enjoy reading this. Keep reading!

 

You can read the same blog on my website at  sant.rathaur.com as well.

 

Read the blog here: http://www.santrathaur.com/local-tokens-you-can-create-in-marketo/  

 

Cheers,

Sant Singh Rathaur

 

Connect me on LinkedIn https://www.linkedin.com/in/sant-singh-rathaur/

What do you do when your stakeholder demands a solution and particularly when it is not possible to do so directly? 


I'm sure you want to come up with the answer. So here's one of my answers that could benefit you as well, or it could be your own answer too.

 

It's easy to personalize Marketo landing pages, but it's a tricky one to do for non-Marketo pages. Our use case was to personalize thank you page with the lead first name when he/she submitted his/her details through Marketo form.

 

That's how we got it...

 

Step 1: The following script can be placed either in your Marketo form or on the landing page where the Marketo form is located.

 

<script> 
$(document).ready(function(){ 
MktoForms2.whenReady(function(form) { 
//Add an onSuccess handler 
form.onSuccess(function(values, followUpUrl) { 
var vals=form.vals();
// Take the lead to a different page on successful submit, ignoring the form's configured followUpUrl 
location.href = followUpUrl+"?fname="+vals.FirstName.replace(/ /g, "-"); 
// Return false to prevent the submission handler continuing with its own processing 
return false; 
}); 
}); 
});

</script>

 

Why did we add this script to our form/page? Ok, let me explain that before I come up with another script that has to be placed on the thank you page. So, on submission of Marketo form, this script will pick the value of the first name and add it to the thank you page URL.


Step 2: Now you need to add the next script to the thank you page that will capture first name value from the URL, store it in a variable, and show it on the page.

 

<script>
$(document).ready(function(){

function getParameterByName(name, url) {

if (!url) url = window.location.href;
name = name.replace(/[\[\]]/g, "\\$&");
var regex = new RegExp("[?&]" + name + "(=([^&#]*)|&|#|$)"),
results = regex.exec(url);
if (!results) return null;
if (!results[2]) return '';
return decodeURIComponent(results[2].replace("", " "));
}

var studentName=getParameterByName("fname");

if (studentName =='NULL') {
studentName="";
}

$('.Thankyou span').text(function(i, oldText) {
return oldText === 'NAME' ? studentName : oldText;
});


});
</script>

 

Step 3: This is the most important step and if you miss a single thing then it's not going to work. I spent almost the whole day fixing this when just one parameter was missing in the third step...

 

Now when you are placing this thank you page content, don't forget this line of your second script where you have defined a class and added a HTML tag. 

 

<h1 class="Thankyou"> <span>NAME</span> Thankyou for submitting your enquiry</h1>

 

You have to define this message in the same structure. You can change the h1 tag and thank you message but can't change the variable added under span tag "NAME" or class "Thankyou" unless you have changed it in the javascript itself.

 

I hope you're going to enjoy reading this or maybe this will answer your problem. Keep reading and I'd also encourage you to continue sharing your methods and new solutions that may benefit your buddies.

 

You can read the same blog on my website at santrathaur.com as well.

 

Read the blog here: http://www.santrathaur.com/personalize-your-non-marketo-hosted-thank-you-page/ 

 

Cheers,

Sant Singh Rathaur

 

Connect me on LinkedIn https://www.linkedin.com/in/sant-singh-rathaur/

What is the benefit of having various parameters with the Marketo form when you can simply capture the data with visible fields? Are you using hidden fields in your Marketo form? If yes then which one you are using? Do you understand the difference between various parameters?

 

If you have used or already aware then you can skip this read and if you haven't then no worries, I will provide my understanding for each one of them one by one and will also provide some examples, how you can use them with your business case. Also, if you find any mistake then your feedback is most welcome.

 

In our business case, we have used all of them to overcome some or other challenges and they are actually helpful with additional attribution which is necessary for reporting at the end of our campaigns. These parameters are really helpful even when something seems impossible.

Let's begin...


1. Use Default Value: By using default value you can hardcode or pre-define the specific value for that field. So, every time when forms will be submitted, this default value will be tagged with the lead. For example: In the below screenshot I have added main area of interest as hidden field in the form and added the default value as Animation.

 

 

2. URL Parameter: By using the URL parameter (website/landing page URL with query string) we can capture necessary information from the website/landing pages URL when a person is submitting the form and we can populate that information in the hidden field.

 

 

Note: I would always recommend to use this parameter defining default value as well so that at the end of your marketing initiatives, you are able to identify how many people have removed the query string during filling out the form. And by doing this, you are also helping your database to be normalized.

 

Example: In this URL (http://santrathaur.com?discipline=Learning-marketing-automation) I have used discipline query string with Learning-marketing-automation as value. When someone will submit the form here, in the main area of interest hidden field this value will be captured and if that person will remove the query-string then the default value will be tagged.

 

http://santrathaur.com/?discipline=Learning-marketing-automation

 

3. Referrer Parameter: There is a slight difference between the URL parameter and the referrer parameter. In the referrer parameter, you are still capturing the query string parameter value but not from the current page. You are capturing the value from referrer page (the page which redirected you to the current page).

 

Note: One of the use cases of referrer parameter is when you are actually promoting your website home page but your visitor might visit some other page (like contact us) and fill out the form there itself. In that case, you will miss the query string value or default value will be added. So if you have used the referrer parameter then it will pick the value from the referrer page.

Example: In the same URL (http://santrathaur.com?discipline=Learning-marketing-automation) after visiting this link, the visitor jumped to contact us page (unfortunately I don't have separate contact us page in my website but they might go to blog page.. ) then query string parameter will go blank. In that case, the method will pick the value from the referrer page.

 

 

 

 

 

4. Cookie Value: Capturing the data from cookies parameter is little tricky and you might need to take the assistance from your developer friend if you are not the one.


Do you know as server can store the information about an individual user, the browser, too, can store the information. One way to do this is with the use of 
cookiesCookies are a great way to store data about a user on their machine, which you can fetch to your CRM on a particular event such as form submit, page load, etc. and Marketo form are very intelligent to grab the information from cookie.

Example: In one of our use cases, we were using a two-step form, where in the first step we asked an email address but in the second step we haven't. So we had to pass this email address in the second form so that we don't endup creating invalid lead in Marketo database. To achieve this, we used the cookie parameter:

Script on first page:

<script>
jQuery(document).ready(function($) {
$(document).on("click", ".mktoButton" , function() {
var form_email = document.getElementById('Email').value;
document.cookie = "email=" + form_email + ";domain=santrathaur.com;path=/"; });
});
</script>  

So this piece of code had stored the email address in your machine and next piece of code will help to Marketo parameter to grab the value from cookie parameter.

 

<script>
document.addEventListener('DOMContentLoaded', function() {
var email = getCookie("email");
if (email) { document.getElementById('Email').value = email; }
});
</script>

 


Hope you will enjoy reading this and I would love to hear your feedback/suggestions/improvements.

 

You can also read the same blog in my website santrathaur.com . Website page linkhere.

Cheers,

Sant Singh Rathaur

 

Connect me on LinkedInhttps://www.linkedin.com/in/sant-singh-rathaur/ 

Marketing is all about trying new techniques and implementing new ideas to impress your prospects. There are things you can implement with tool functionality and there are other things you need to find out of the box solution.

 

This time we required to create an expandable form for our landing page. For example, we have 8 fields in the form but I don't want to show all the fields when the page loads. I want to show only 4 fields and when someone goes to enter his/her details, all the 8 fields will be visible.

 

This is not the native functionality of Marketo form but Marketo form allows you to add custom API to achieve this. I am sharing here the code and steps to follow to achieve this:

 

Snippet 1: 

 

<style>  

form div:nth-child(5), form div:nth-child(6), form div:nth-child(7), form div:nth-child(8)

 display: none; 

 } 

</style>

 

 

Snippet 2:

 

 
<script>
$(document).ready(function(){
    $(".mktoField").click(function(){
        $(".mktoFormRow").show();
    });
});
</script>

 

Note: nth-child(n) selector is a CSS property that matches every element that is the nth child, regardless of type, of its parent. 

 

In this case, we wanted to show 4 fields initially that's why we haven't mentioned nth-child(1), nth-child(2), nth-child(3), nth-child(4) and added rest of the fields. We set the property display: none;  for the last 4 fields.

 

In the snippet 2, we have added show function on Marketo form's click event. So, when someone clicks on the Marketo form all the fields will show up.

 

Note: Place both snippet one and two in the head section of your page.

 

 

Hope this article will help and yes don't meek to send your feedback.

 

 

With Best regards,

 

Sant Singh Rathaur

Connect me on LinkedIn https://www.linkedin.com/in/sant-singh-rathaur/

It's not native option in marketo form setting but yes, you can achieve it by adding a single line css on your marketo form. I wanted to make one of my "text area"  field expandable because here I am giving the option to enter 1000 word statement and this statement will not fit into 2-4 lines. Person will not have visibility on the complete statement at one glance and which creates bad customer experience as per my understanding.

 

So basically, there is css property called "resize" and by default value of this property is set to Resize: none; which makes the marketo text area non-expandable. If you have to make it expandable again then you would need to overwrite the property to Resize: Auto !important;

 

Screenshot below:

 

 

Note: While adding this css, please make sure you want to add this css for all text area fields or any specific one. If you have to add this css for any specific text area field then you would need to add the css in field ID level. Example below:

 

textarea#AUS_F_C_Specifics__c

{

Resize: Auto !important;

}

 

In this case, only AUS_F_C_Specifics__c text area will become expandable and rest of them will be same with default property. Once you have added the css, text area will look like below image:

 

 

I hope this article will help you.

 

Cheers,

Sant Singh Rathaur
LinkedIN: https://www.linkedin.com/in/sant-singh-rathaur/

I found this blog very helpful when I had task in my hand of moving some assets in seperate workspace and I was really confused how to do this.

 

Marketo chat support team provided me an URL with nice summary of how cloning and sharing works across workspaces and I thought I can add my understanding as well, which might be a useful guide to others.

 

What Assets Can I Share Across Workspaces?

You can share these items across workspaces:

  • Email Templates (found in Design Studio)
  • Landing Page Templates (found in Design Studio)
  • Models (found in Lead Database)
  • Smart Campaigns (found in Marketing Activities...but we really recommend not having standalone smart campaigns)
  • Smart Lists (found in Lead Database)
  • Segmentations (found in Lead Database)
  • Snippets (found in Design Studio)

 

How Do I Share Assets from Design Studio?

  • Determine what you want to be shared (e.g. Landing Page Templates)
  • Right click and select New Folder
  • Name the folder you plan to share
  • Move the assets you want to share to the folder
  • Right-click the folder and select Share Folder
  • Select the workspace(s) you want to share the folder with. Click Save.
    • The dialog displays the workspaces you have permissions to view.
    • The originating folder displays in the Lead Database tree with an arrow indicating that it is shared with other workspaces. From within the shared workspace, the folder displays with a lock to indicate that the contents of the folder have been shared from another workspace and are read-only.

 

How Do I Clone Assets Across Workspaces in Marketing Activities?

For assets that aren't templates, its best to clone them as local assets inside of a program. With the proper access level, you can drag and drop these assets into another workspace:

  • Programs (found in Marketing Activities)
  • Emails (found in Marketing Activities & Design Studio)
  • Landing Pages (found in Marketing Activities & Design Studio)
  • Forms (found in Marketing Activities & Design Studio)

 

How Do I Move Assets to a New Workspace?

To move assets to a new workspace, put all the assets you want to move into a folder and drag the folder to the destination workspace.

  • Create a folder
  • Clone the asset to the newly created folder NOTE: Form names must be unique.  Append the asset name with the workspace name e.g. Content Form (UK)
  • Drag the folder to the appropriate workspace
  • Move asset to the correct folder within the target workspace

 

When you will not be able to move the folder from one workspace to another workspace in marketing activities?

 

  • When your marketo program has members in it
  • When any asset (Landing page, Email, Form, Smart List, Static List or any other assets) is being used somewhere
  • Assets in design studio (such as form, landing page etc). So move them to marketing activities and then to another workspace


Note: if your assets is already in use then you will not be able to drag and drop this folder. You would need to remove the assets from use and then only you will be able to perform this action. I believe if some of your assets are live then you would need to take precaution, try to complete this action in no-business hours and as quickly as possible. 

 

I hope this will be helpful.

 

Cheers,

Sant Singh Rathaur

What Is Segmentation?

Segmentation categorizes your audience into different subgroups based on a defined criterion that you establish in a Smart List. Once you create those subgroups, those are called segments. The best way to think about it is that a segmentation is a permanent smart list with the segments being the different targeted audience you define.

 

Segmentation plays a big role when you are building the content on multiple languages or seperate content for seperate business or based on any other criteria depending on your business uses.

 

You might have already used the segmentation for known lead (already member of your marketo database) and if not then you must give it a try by following below process:

  • Create segmentation in your database
  • Add segments and define the criteria
  • Approve the segmentation (It might take some time depending on your database size) 
  • Once it's approved you can use this segmentation in your Email/ Landing page/ Snippets to make the editable section dynamic.


But the real question is how to use segmentation for Anonymous Leads?

 

So there is only one case where your targeting audience will be anonymous leads and that is, when you will doing lead generation campaigns. So now you need to create dynamic content for anonymous leads and in this case you will be using landing page (with or without snippet).  So basically when you will be setting up your campaigns in the facebook/Google Adwords or any other channel, you will be setting up seperate campaigns for each country or region. Which means, your targeting audience is already set on the basis of country or region or any other criteria.

 

I will explain the further process though an example of one business case.

 

For example: we have 6 college campus and I want to build one landing page with dynamic content for all six campus. I don't want to create multiple assets. I used below process to achieve this:

 

Step 1:

  • I have created a segmentation in marketo database with name such as "SAE-Southern-Campuses-(All)"
  • Then I have created seperate segments for all 6 campuses and added the criteria to filter the data
  • And then I approved the segmentation (Note: You can only use an approved segmentation to create dynamic content, if it's not approved then it will not be visible in the dropdown)

Step 2:

  • Create a landing page in marketo and follow the step by step process as suggested in the image


  • In step 1 > Click on setting and then segment by > then select your segmentation from the dropdown or type your segmentation name > then click on SAVE button 
  • Once you have added the segmentation then update the content for each segment (as shown in step 3, there are 7 segments including the default one where you have to put the generic content)

    Note: Generic content or default content will be displayed to the audience who is not falling into any of 6 segments

  • Once content is updated approve the landing page and copy the URL

 

Now here is the catch. You have to create the query string url by using following method:

Landing page URL + ? + Segmentation Name = Segment Name

 

 

Look into the above image. I have created query string URL with Segmentation Name and used segment name as value and it's perfectly working. As you might see, I have used Adelaide in the query string, landing page content is showing the content for Adelaide only. If I use Brisbane then, it would show up different content.

 

NOTE:  Although we have created the segmentation and used it to create dynamic content section in our landing page but when we created the query string URL, we sidestepped the rules or criteria of segments and it is working on the basis of query string. But still you would need at least segmentation name and segment name accurately as you have defined in the URLs.


This method might save us from creating so many duplicate assets and we can utilize the same time to improve some other processes.

 

I hope this article will help you. Just in case, you come across any mistake or have any recommendation, it would  really be helpful to make it more better.

 

Getting regular feedbacks can be very useful.

 

Cheers,

Sant Singh Rathaur
LinkedIn: https://www.linkedin.com/in/sant-singh-rathaur/

Reference URL for previous topic: Program Fundamentals!


Here are the next
5 questions from Targeting & Personalization section. This section is completely focussed on correct and incorrect usage of tokens, folder tree structure and how tokens will be inherited, purpose of default value in token, difference between smart list and segmentation, requirement of dynamic contents etc.

 

As promised here are your 5 questions:

 

Q. 1.  What is a prerequisite for using dynamic content?
a. Emails are active
b. An approved snippet
c. An approved segmentation
d. Activity log tracking is active

 

Q. 2. Which three steps should a marketer use to make an unsubscribe page appear in the reader's local language?

a. Update the individual languages and set your default
b. Create a smart list for each preferred language
c. Create a segmentation for language with a segment for each preferred language
d. Create the content block on the landing page as dynamic, selecting the preferred language segmentation
e. Create the content block on the landing page as dynamic, selecting the preferred language smart list for each language

Q. 3. If you set up tokens at the folder level, what type of token will you see on any program within that folder?

a. Local Token
b. Inherited Token

c. Overridden Token

d. Lead Token

 

 

Q. 4. What always precedes the name of a program token?

a. my.

b. lead.
c. company.

d. system.

Q. 5. Which of the following is not a commonly used segmentation?
a. Industry
b. Language
c. Product Interests
d. Region

Submit your answers below in the comment and then we can have further conversation. I will get you the correct answer after receiving your comment.

 

With best,

Sant Singh Rathaur

If you are appearing for your marketo certification exam in 2019 and looking for some sample questions then I can surely help you with that but let me be clear that these are just sample question and they will only help you to have better understanding about the questions pattern.

 

As of now you must have learned that marketo certification exam is divided into 5 sections as below:

 

1. Lead Lifecycle

2. Analytics & Reporting

3. Admin & Operational

4. Program Fundamentals

5. Targeting & Personalization

 

I will be taking first section in this blog and so on.. [If this seems helpful then keep tuned for my next 4 blogs]

 

1. Lead Lifecycle

 

This section of exam is more focussed on lead scoring, types of scoring, decision makers to setup lead scoring, best way to store/update lead score, recommended ways to setup sales alert and lead status. You can also say this section is completely focussed on lead lifecycle journey. I am adding here 5 sample questions from lead lifecycle which may help to have better understating about the topic.

 

Q.1:  Which situation is appropriate for resetting a customer's score to 0 according to Marketo's Lead Scoring Guide?
a. A customer clicks an email and visits a site but has not purchased yet

b. A customer visits a site seven days in a row but has not purchased yet
c. A customer places items in the cart and visits the checkout page but does not purchase for two days
d. A customer purchased one year ago but has not visited a site in six months or opened an email in one year

 

Q. 2: Who should provide the final approval of a scoring model's targeted buyer persona?

a. Sales
b. Marketing
c. Product manager
d. Chief executive officer

 

Q. 3: Which two Marketo features allow marketing to pass information on a lead's behavior to a CRM system? (Choose two)

a. Synced data fields
b. System smart lists
c. Marketo Sales Insight
d. Segmentation membership
e. Lead performance report

 

Q. 4: Which two company stakeholders should be included in the process when creating a scoring plan? (Choose two)

a. Sales
b. Marketing
c. Product Manager
d. Chief executive officer
e. Research and development
f. Finance

 

Q. 5. Which of the following field types allow for you to do basic math?

a. Score

b. Number
c. Formula

d. Boolean

 

Submit your answers in the comment and then we can have further conversation. I will get you the correct answer after receiving your comment.

 


With best,

Sant Singh Rathaur

We often do this when we are re-targeting the old leads to get extra information and to create good customer experience, we would always like not to ask repetitive information again such as email address, first name, last name, contact number etc.

 

NOTE: This will work when you are sending/scheduling the emails from marketo.

 

Question comes here: How we can do that?

 

As of now I found two ways to achieve this and if there is any other way then, I would also like to learn.

 

1. Query string parameter with lead tokens - I guess this is most common way used by so many people where you are making the required fields (email address, first name, last name etc.) hidden in your marketo forms and then you are passing the values through url parameters. Step by step process as below:

 

Step 1: Edit your form, add email address, first name and last name as hidden field. Edit autofill and select URL Parameter in "Get Value From" then define the parameter name. In my example I have added FN, LN and Email as parameter name respectively. You can change as per your understanding.

 

Screen Shot 2019-01-11 at 2.02.04 pm.png

 

Step 2: Once you have added the hidden field then you would need to define your query string url as below:

 

http://www.testpage/test.html?FN={{lead.First Name}}&LN={{lead.Last Name}}&Email={{lead.Email Address}}

 

Step 3: then you can use this url in CTA your email CTA button or hyperlink text.

 

This was the one way you can achieve this but I don't see it as a better option because when someone will hit the CTA/hyperlink and they will be redirected to the browser then will see their name and email address in the long url and it may confuse them. Let's have a look into second method.

 

2. Hidden fields with lead token as default value - This is the second method and If I were you then I would use this one. Let us see how this works:

 

Step 1: As method 1 edit your form, add email address, first name and last name as hidden field. Edit autofill and select Use Default Value in "Get Value From" and add the lead token in default value. For example: if field is email address then {{lead.Email Address}}, if first name then {{lead.First Name}} and if last name then {{lead.Last Name}}.

 

Screen Shot 2019-01-11 at 2.43.16 pm.jpg

 

 

And that's it. Now you can use your page url in your email CTA button and shoot it.

 

By using second method we have also reduce last step of creating query string url. Also, Like first method, leads personal details will not be visible in URL and that gives better user experience.

 

I hope it will help you. Please correct me if I am wrong somewhere and let me know if there is any other way to achieve this.

 

Best wishes,
Sant Singh Rathaur
Keep Learning..

Marketo SKY has revamped the features of marketo form and I am sure you will love it.

 

When I selected my form, I can see all the information and actions in the right side dashboard.

 

1. Preview the from by clicking on Preview button in the dashboard. [For reference - Screenshot 1]
2. If you want to edit the form then click on Create Draft button. [For reference - Screenshot 1]

3. If you want to get the embed code to be used in third party page, Click on Embed code (top right of the dashboard) [For reference - Screenshot 1]

4. And if you want to take other actions like clone, delete and move, simply click on form actions (top right of the dashboard) and you will get the options [For reference - Screenshot 2]

 

Screenshot 1:

 

Screen Shot 2019-01-04 at 10.52.26 am.jpg

 

 

 

Screenshot 2:

 

Screen Shot 2019-01-08 at 11.44.48 am.png

 

 

Rest all the options are similar to classic one.

 

Cheers,
Sant Singh Rathaur

Are you struggling with query string url creation?

 

Even I was also struggling before I found this tool and now it has not just helped me creating the url but also it helped to reduce the chances of errors. That's why I thought it will be good to share with you all.


Open the URL in your browser: https://www.facebook.com/business/google-analytics/build-your-url

 

Screen Shot 2019-01-02 at 4.40.29 pm.png


Enter your Landing page/Website url + Campaign Source (UTM source) + Campaign Medium (UTM medium) + Campaign Name (UTM Campaign) and click on create URL and your will see your generated URL in the screen. Screenshot below:

 

Screen Shot 2019-01-02 at 4.49.58 pm.jpg

 

I hope it will help you with your business case.

 

Thanks for reading!
Sant Singh Rathaur

Most irritating work I have been facing with my campaigns and I am sure some of you might also been facing the same issue. I have been running the campaigns in more than 15 channels at a time and created 15 seperate smart campaigns to track the activity. In the beginning I have to activate all the smart campaign and once campaign is over then I have to deactivate all the smart campaigns. This steps may take more than 20 minutes (depends on marketo and your speed)

 

In Marketo classic, if I had to to do this then I need to go to each and every smart campaign then only I can activate or deactivate them but Marketo SKY gives you option to do that in a single click. Hurray! I am happy now

 

Here is the step by step process how you can do this:

 

Step 1: Open marketing activities in Marketo SKY and select your marketo program

 

NOTE: Currently SKY is available for default program only, others are in the queue and will be coming very soon.

 

MarketoSKY-1 copy.jpg

 

Step 2: In the program, go to assets tab

 

MarketoSKY-2.jpg

 

Step 3: In the assets actions, Add the filter to quickly identify your smart campaign. Add trigger campaign or batch campaign then add condition as trigger active/trigger inactive or batch scheduled/not scheduled/finished then you can select your action to activate or deactivate.

 

 

MarketoSKY-3.jpg

The best thing you can also add expiration date in your trigger smart campaign so you don't need to manually switch off the campaign once it is over.

 

MarketoSKY-4.jpg

 

Select your smart campaign and add the expiration date.

 

I am loving this feature and Marketo SKY is coming with so many more features like this.

 

See you soon with a new post.

 

 

Happy learning!
Sant Singh Rathaur

Today when I logged in to my marketo instance, I noticed there is an option to open My Marketo, Marketing Activities and Design Studio in Marketo SKY which is now visible to every user not just marketo admins.

 

Screen Shot 2018-12-24 at 12.30.13 pm.png

 

Marketo SKY came up with so many improvements and we will learn about them slowly. I will be describing one of the key poll, I think so many of us wanted this to be included in our marketo functionality to decrease the repetitive work. This poll was to give us option to clone the token from another program (they called it import token) and which is now available in marketo sky.

 

I have taken some screenshots from my marketo account and will show how exactly you can do that..

 

Step 1: Open Marketing Activities in SKY

 

Step 2: Select the marketo program where you want to import token

 

Screen Shot 2018-12-24 at 12.21.59 pm.jpg

 

 

Step 3: Click on import token and select the folder or program from where you want to import the token.

 

Screen Shot 2018-12-24 at 12.22.17 pm.png

 

Step 4: Once you will select the program/folder then it will give you option to select the tokens you want to import but unfortunately it's not working as of now.

 

Screen Shot 2018-12-24 at 12.59.36 pm.jpg

 

It might take few more days before they fix this issue. Current scenario is when I selected my program/folder and clicking on NEXT, it's not taking me anywhere.

 

But this is great news that it is on the way and coming in our use soon.

 

Happy Reading!

 

Regards,
Sant Singh Rathaur
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