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In my previous blog post Program Template, I provided information about how to structure the folders and how a basic program template can be created in Marketo. Taking the same template to advance, in this post I am sharing:

  • How we can include email and landing page template in program template
  • How to use tokens to create the emails and landing pages without going into edit draft

 

One of the best practices, is to include email and landing page templates in the program template, but to achieve that one has to do proper planning. Step one in the planning will be defining the email templates, how many email templates are there to use, if there are many templates then it is advisable to have limited number of templates so that all the emails are consistent in look and feel, same goes for the landing pages.

 

Next step is to define the tokens required for these assets, once defined, one has to create these tokens in the instance.

Step three is to decide which token will be created at folder level and which token will be created at program level. If too many tokens are created at folder level then all the programs in the folder will have those tokens as inherited tokens, so a careful planning is required to understand which token will be at folder level and which token will be at program level.

 

Once the email and landing page templates are defined as per the requirement then the activity of embedding tokens in respective templates will start, to embed tokens in email or landing page template, my blog post Embed Tokens in Landing Page Template can be referred. 

 

After the process of embedding tokens in the respective templates is completed, these assets can be included in program templates. As shown in the below example, a program template includes the emails, landing pages, seed list, campaigns and progression status folders. As soon as this template is cloned, all the folders along with tokens will be cloned and ready to use.

 

In the below screen shot, there are 13 inherited tokens, it means all these tokens are created at folder level, which can be multiple folders as per the structure.

 

The below screen shot shows the tokens created at folder level

 

 

 

 

For program template folder there are 7 local tokens and 6 inherited tokens, it means 6 tokens are created at the folder where program templates folder resides.

 

Also, in the above screen shot we can see that the inherited tokens are the generic one, that is email footer, landing page footer, social links etc which will be required in all the emails and landing pages, so as a best practice it is advisable to include only generic tokens at the highest folder in structure and other tokens can be created as per the requirement in respective folders.

 

Once, the assets are defined and tokens are embedded and the same is included in program template, building and executing a program can be done in minutes, all one has to do is to clone the template and update the token values. for example in the below screen shot, by updating just 13 tokens, two emails and landing page can be created and ready to go

 

 

The only aspect remained is to launch and activate respective campaigns.

 

So by including assets' templates in program templates and embedding tokens in templates, save a lot of time in executing the programs, easy to manage the programs, look and feel remains consistent and it also helps in modifying any asset

Abhishek Chandra

Program Template

Posted by Abhishek Chandra Nov 5, 2019

As we know Marketo programs are very powerful tool to manage the marketing assets and track the campaign performance. To get most out of the Marketo programs, we need to make sure that it should be set up properly along with all the components like Period cost, Channels, Program status etc.

 

While including all the components in a program is necessary, it is also equally important that we must organize the programs in Marketo instance optimally.

 

One of the best practices to organize it is to define a program template, which helps how we organize the assets used in program and campaigns and progressions associated with program.

 

Here is how the program template can be defined and it includes:

• Asset folder – includes all the assets like email, landing pages, lists etc. required in the program

• Campaigns – includes all the campaigns

   o Email campaigns - batch or triggered build in the program

   o Progressions – for each program we include a channel to define the member status, progression folder will include       all the trigger campaigns build to update the member statuses

• Reports – though reports are part of assets but to optimize the program for quicker audit, we kept it as different folder

 

This is one of the best practice and it helps in managing the consistent structure across the instance and it also helps in saving a lot of time.

 

Everytime you need to create a program, just clone the template and start customizing. I would like to suggest that based on your requirements create a template for each type of program so that it becomes even more easier to create new programs