Community Lens: July 2024

[Jon_Chen]

Welcome back to the Marketo Engage Community Lens! We have a multitude of updates to share with you in this July edition – including a new learning path for new instance admins, an announcement on accessing the Marketo Developers site in the future, and insightful articles on Lead Source setup, Self-Service Flow Steps, BrightTalk integrations, and much more! If you’re interested in receiving or sharing this newsletter via our bi-monthly email, be sure to sign up or share our newsletter mailing list!

Announcements

• Join us for the Marketo Engage Skill Exchange on August 8th: Join us on August 8th for the Marketo Engage Skill Exchange to elevate your expertise with two dynamic tracks - the Learn Track where you'll master core features with best practices, tips, and real-world experiences from Adobe Champions and Experts, and the Grow Track where expert peers inspire you with innovative approaches to engagement journeys, instance hygiene, and workflow efficiency. Don't miss this opportunity to gain new insights, network with the vibrant community of users and experts - register now!
• [Webinar] Marketo and Mochas - Laying the Foundation - Maturity Part 1: In our next Marketo & Mochas series on July 25th at 10am PST, join Marketo Experts Cynthia C. (@cychang_adobe) and Carly G. as they dive deep into how you can leverage the Marketo Maturity Curve to expand your organization's usage of Marketo. Our seasoned experts will cover everything from optimizing your tech setup to implementing best practices for organizing a Marketo Engage instance.
  • [Recording] Marketo and Mochas - Laying the Foundation - Lead Nurture Success: In case you missed it, be sure to check out the last from our Marketo and Mochas series on Laying the Foundation for Lead Nurture Success!
• [New Learning Path] Implementing a New Instance Tips and Tricks: Unlock the power of Marketo Engage with our expert crafted "Implementing A New Instance" guide. Developed by seasoned Marketo Champions, this resource offers step-by-step instructions for seamless setup and configuration. From stakeholder management to CRM integration, master every aspect of implementation.
• Implementing a New Marketo Engage Instance Checklist: In this checklist resource, get briefed on the critical steps to set up your new instance. Learn how to establish a solid foundation by going through each best practice checklist - including key topics on Admin, Database, Design Studio, and Marketing Activities sections!
• LinkedIn Re-authentication Required: LinkedIn's recent security update requires re-authentication of your Marketo-LinkedIn connection. Between July 26 and December 15, you'll need to reauthenticate specific LaunchPoint services to avoid any service disruptions. Support for the new API versions will be made available with the July 2024 release. More details are provided in the Community blog.
• Use Dynamic Chat even if you do not want to use Chatbot: Discover the versatility of Marketo's Dynamic Chat beyond its conversational AI capabilities - this powerful tool offers a range of features that can enhance your marketing efforts, even if you're not ready for chatbots!

Highlights

• [Recording] July Champion Office Hours: Our latest Champion Office Hours is now available! Featuring Charlie O. (@CharlieOakham), John G. (@John_Grundy1), Josh A. (@Josh), Courtney T. (@Courtney_Tobe2), and Corey B. (@Corey_Bayless), this hour-long session highlights questions asked in advance by Marketo users of all levels. Be sure to tune into these session as key topics included best practices on keeping your database clean, utilizing partitions, Interactive Webinars, and much more.

  [Series] Tuesday Tech Bytes Returns: The Tuesday Tech Bytes series is back, this time featuring a multitude of Marketo experts as they highlight their invaluable tips and tricks for immediate application in your Marketo instances. This weekly series will feature seasoned Marketo veterans, including Darshil S. (@Darshil_Shah1), Amit J. (@Amit_Jain), Balkar S. R. (@Balkar_Singh), and Ajay S. (@AjayS). In our latest edition, Darshil covers the most important discrepancies you should be aware of as a marketer when integrating Marketo and Salesforce.

  • While you’re at it, don’t miss out on Week 1’s Tech Byte, which includes a handful of Marketo tips and tricks authored by Amit.

• Lead Source/Lead Source Detail Setup Guide: Maximize your marketing impact with Marketo's Lead Source and Lead Source Detail fields with former Champion Joe R. (@Joe_Reitz). These tools offer crucial insights into your lead generation strategies, helping you track and optimize campaign effectiveness. Learn how to properly configure these features to identify your most successful lead sources and elevate your marketing efforts.
• Registration limits with Waitlists using Self-Service Flow Steps: Elevate your event management with Marketo's self-service flow steps for registration limits and waitlists. In this detailed blog by Champion Josh A., you can learn how this powerful feature lets you set attendee caps, automatically manage waitlists, and seamlessly move waitlisted registrants when spots become available. By implementing these steps, you'll streamline your event registration process, enhance attendee experience, and maximize participation!
• Velocitip: Find the X-th Y-day of this Month: In a quick code tip from community veteran Sanford W. (@SanfordWhiteman), learn how to find the specific day of any given month using velocity scripting! This brief article includes a comprehensive overview for how to get this done without needing to hard-code anything.
• You Can't Delete More than One Cookie at a Time: Ever come across code that's clearly trying to do one thing, but ends up doing the complete opposite? Sanford W. shares a cookie-clearing script that's just setting a single cookie to a jumbled mess before backdating it. Other common cookie misconception covered include accounting for immediate cookie changes and restrictions around setting a cookie to HttpOnly. This is a must-read if you work with cookies or marketing tech – as always, post a comment if you have any questions or comments for Sanford.
• Maximizing Marketo and BrightTALK: Unlock the full potential of your Marketo and BrightTALK integration with seven powerful, lesser-known features, from community user Michelle C. (@michellechopin). These advanced integration techniques will help you streamline your workflows, improve lead quality, and drive better results from your webinar campaigns.
• List Hygiene Best Practices (Part 2): Elevate your email marketing game with essential list hygiene practices. In this second installment of our series, consultant Kelley M. (@kelleymcdougall) delves into proven strategies to maintain clean, high performing sending lists. Learn how to implement effective suppression tactics, stay in compliance, and utilize smart list criteria to ensure your emails reach the right audience. 
• Mastering the Marketo Engage Operations Process: Marketo expert and Community Advisor Vinay K. (@Vinay_Kumar) shares a comprehensive guide to elevating your campaign operations. Learn how to define goals, target the right audience, create engaging content, automate workflows, and continuously optimize for consistent results. By following these strategies, you'll transform your Marketo campaigns into a well-oiled machine that drives consistent results. Dive into his blog now and let him know what you think!
• Custom Activities Quick Start: Custom activities are here to help you get deeper insights into your customer's behavior and enhance your automation and personalized outreach. In this article, you'll learn from Champion Tyron P. (@Tyron_Pretorius) on how to define a custom activity with a primary field and supplementary fields, create additional constraints for filters and triggers, and much more. Read the full article and watch the video on Community now!