When you log into the community and click on your profile, you may be a bit surprised, perhaps even angry at first. "it looks totally different, I can't find anything!" may be your initial thought or saying out loud. But...then you take a closer look and realize you may have been overreacting, and the profile actually is a lot cleaner and it is easier to find things. First, let me start by saying I totally understand your initial feelings that change is annoying and inconvenient...if those in fact were your initial feelings. But let me walk you through the sweet new look and feel of your profile so you can at least hear the benefits, if you don't already see them. Here's what made my top 5 in terms of upgrades: 1. The layout in general is soooo much cleaner. Sure there is not as much color contrast which as first, threw me off. But seeing all the pages neatly laid out as tabs under my photo made me very happy. Some of those were hidden under drop downs before. Here on the profile overview page you've got your personal information on the left with the most important above the fold. Nothing has changed with the order by which your personal info is presented. 2. You can easily edit your profile, photo, and location with one to two clicks. See below. 3. Photos got demoted (scroll to the bottom of the profile page). The community is not meant to compete with or replace your Facebook page, so it makes sense that the photos were moved to the bottom of the page. They are still there for those people that want to get to know you a bit better, but doesn't take up half the page like before. This does not take away the importance of the avatar and profile photo, please please make sure those are complete! 4. Points & reputation got an upgrade! I love that the points are easily seen in the top right, and just by clicking on them you are taken to the reputation tab, which you also now see from teh overview page. It was fairly hidden before, so this is a great addition. 5. Content tab is easy to find, and one of the most important in my opinion. If you've ever posted something in our vast community and then tried to reference it again but could not find it...this is your money maker. Click this tab and view any of your drafts, authored content, content you've participated in, or even content you are following. I hope you enjoy this nice upgrade and if you have any questions or concerns, feel free to comment! Best, Liz
1. Access the Community for the first time:
Close all browsers
Login to your Marketo instance as you normally would, and click the Community tab (Top right corner).
Fill out all prompted information and Save.
If you or a customer have issues, email firstname.lastname@example.org
2. Set Up Your Profile
Add (Primary) after your title so people know which account to connect with. i.e. Product Manager (Primary)
Important : Only log into community with your primary account going forward. Even if you have several demo accounts, please select one and stick with it!
Add a clear headshot and avatar to your profile page. The avatar follows you around when you post and is edited in your profile
Add your location and a brief bio
3. Edit your Email Preferences
Click the arrow next to your avatar in global navigation and click “preferences” in the drop down.
Click here to learn more
If you have questions post questions in Community Help & Feedback . We look forward to seeing you in Community!
FIRST AND FOREMOST DO THIS! New to Community? Follow these 3 easy steps! Here are some other links to help you hit the ground running when you use Community: Tips from Champions: Get the most out of Community: Watch here Support articles Developer Blog Find Expertshttps://nation.marketo.com/apps/d1d204f7c6f2582085ef511fdad271c9 Marketing Central (Tips) Marketo User Groups (MUGs) Icon Glossary on Community site Community How-tos and Tips Other goodies created by our Members: Getting the most of the community when you have a Marketo question by Grégoire Michel How to be a Good Marketo Nation Citizen by Josh Hill Did you recently change companies? Need to transfer points? Did your email change? Fill out this form now!
Salesforce - Marketo Integration Understanding the Salesforce Sync Setup SFDC Sync Details SFDC Errors Implied Salesforce Actions Enable/Disable the Salesforce Sync Add/Remove Picklist Values Google Analytics and Marketo Integrating Google Analytics with Marketo Google Analytics Setup Seamless Marketo - Google Analytics Integration Marketo + Google AdWords integration data sheet (5/2016) Other Create a Program Channel - Marketo Docs - Product Docs
Glossary of Digital Marketing Terms Quick Event Checklist – Marketo.com Managing Successful Webinars: A Marketer’s Checklist – Marketo.com Managing Successful Webinars - Marketo Checklist Your Sample Social Editorial Calendar Lead Generation: Worksheets The Marketing Measurement Checklist [Infographic] – Marketo.com Secret Email Checklist Email Deliverability Design and Creative Checklist – Marketo.com Create Your Cross-Channel Digital Advertising Plan (New) Lead Nurturing: Best Practices & How-Tos (Just off the press!)
Creating Email Send an Email Building Forms Programs Best Practices Basic Scoring Customer and Prospects Basic Reporting Sales Insight Interesting Moments Tokens A/B Testing Resources: Quick Wins - Marketo Docs - Product Docs site Icon Glossary - Marketo Docs - Product Docs Marketo Checklists (Getting Started) Marketo Cheat Sheets Marketo - Organization and Naming Conventions Worksheet for Organization and Naming Bring Order to Marketo with Naming Conventions Resource for Newbies: Glossary of Icons Quick Wins - Marketo Docs - Product Docs site Best Way to Learn Marketo? Resources & Curriculum for Marketo Self-Learning (Blog Post)
Dear Valued Customer, Ten years ago, we embarked on a journey to create a great company – one that is a true thought leader and innovator, with a mission to enable organizations to improve the way they market to and engage with their customers. Any way you look at it, we have been wildly successful realizing this vision, and your passion and support of Marketo have helped to make this success possible. Today, we embark on the next leg of our journey, as we come to an important milestone for Marketo. This morning we announced that Marketo has agreed to be acquired for approximately $1.79 billion in cash ($35.25 per share) by Vista Equity Partners ( marketo.com/DArelease ), a leading private equity firm focused on software and technology-enabled businesses. Vista like Marketo is a bold innovator. They have pioneered a unique new investment and operating model for high-growth SaaS companies with best-in-class software products and referenceable customers. Since Marketo has always been about growth, this lines up perfectly with our vision. So what does this mean for you, and for Marketo? Our continued independence will allow Marketo to direct all of our energy to what we have done for so long: set the agenda for product innovation and thought leadership for the entire digital marketing industry, and to make you and the rest of the Marketing Nation successful. We remain committed to delivering on our strategic product roadmap and current and future customer commitments. Our partnership with you and your success is our priority. There will be many more steps in the process of completing the transaction. The exact timing and details of the process are not yet known, but are expected to be complete in Q3 2016. The Marketo team will continue to share information as it becomes available. For more information, you can read an FAQ ( marketo.com/DAfaq ). These are exciting times and we look forward to partnering on this next chapter of growth and success! Thanks for your passion and support. Phil Fernandez Chairman & CEO Additional Information and Where to Find It Marketo, Inc. (“Marketo”) plans to file with the Securities and Exchange Commission (the “SEC”), and furnish to its stockholders a proxy statement in connection with the proposed merger with Milestone Merger Sub, Inc., pursuant to which Marketo would be acquired by entities affiliated with Vista Equity Partners (the “Merger”). The proxy statement described above will contain important information about the proposed merger and related matters. STOCKHOLDERS AND SECURITY HOLDERS OF MARKETO ARE URGED TO READ THESE MATERIALS (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO) AND ANY OTHER RELEVANT DOCUMENTS IN CONNECTION WITH THE TRANSACTION THAT MARKETO WILL FILE WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT MARKETO AND THE TRANSACTION. Investors and stockholders will be able to obtain free copies of these documents and other documents filed with the SEC by Marketo through the website maintained by the SEC at www.sec.gov. In addition, investors and stockholders will be able to obtain free copies of these documents from Marketo by contacting Marketo’s Investor Relations at (650) 727-6845, by e-mail at email@example.com , or by going to Marketo’s Investor Relations page on its website at investors.marketo.com and clicking on the link titled “SEC Filings.” Participants in the Solicitation The directors and executive officers of Marketo may be deemed to be participants in the solicitation of proxies from the stockholders of Marketo in connection with the proposed Merger. Information regarding the interests of these directors and executive officers in the transaction described herein will be included in the proxy statement described above. Additional information regarding Marketo’s directors and executive officers is also included in Marketo’s proxy statement for its 2016 Annual Meeting of Stockholders, which was filed with the SEC on April 13, 2016. These documents are available free of charge as described in the preceding paragraph. Legal Notice Regarding Forward-Looking Statements This letter contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including, but not limited to, statements regarding possible or assumed future results of operations of Marketo, the expected completion and timing of the Merger and other information relating to the Merger. Without limiting the foregoing, the words “believes,” “anticipates,” “plans,” “expects,” “intends,” “forecasts,” “should,” “estimates,” “contemplate,” “future,” “goal,” “potential,” “predict,” “project,” “projection,” “may,” “will,” “could,” “should,” “would,” “assuming” and other words or expressions of similar meaning or import are intended to identify forward-looking statements. You should, therefore, carefully read and consider statements that contain these words or expressions, as such forward-looking statements involve certain risks and uncertainties that could cause actual results to differ materially from those indicated in such forward-looking statements, including, but not limited to, the risk that the proposed Merger may not be completed in a timely manner or at all, which may adversely affect Marketo’s business and the price of the common stock of Marketo, (ii) the failure to satisfy all of the conditions precedent to the consummation of the proposed Merger, including, but not limited to, the required consent of the stockholders of Marketo and the receipt of certain governmental or regulatory approvals, (iii) the occurrence of any event, change or other circumstance or condition that could give rise to the termination of the merger agreement, (iv) the effect of the announcement or pendency of the transaction on Marketo’s business relationships, operating results and business generally, (v) risks that the proposed transaction disrupts current plans and operations and the potential difficulties in employee retention as a result of the transaction, (vi) risks related to diverting management’s attention from Marketo’s ongoing business operations, (vii) the outcome of any legal proceedings that may be instituted against us related to the merger agreement or the Merger, and (viii) such other risks and uncertainties as identified in Marketo’s Annual Report on Form 10-K for the fiscal year ended December 31, 2015, and Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2016, each as filed with the SEC, which contain and identify important factors that could cause the actual results to differ materially from those contained in the forward-looking statements. Marketo assumes no obligation to update any forward-looking statement contained in this letter.
1.) Choose Add A/B Test to your email: 2.) Select what you want to test 3.) Choose Winner Criteria: 4.) Schedule the Send Test and Send Winner and select FINISH: Thats it! Click here access a walk through of how to send Add an A/B Test. Stay tuned to learn about lead scoring!
Creating emails is easy! It is best practice to create your emails as Local Assets to your programs. When you're in Marketing Activities: 1.) Select the program you want to create an email for, click New, and choose New Local Asset: 2.) Select Email as a New Local Asset: 3.) Give your Email a Name, select a Template, and click CREATE: 4.) Add content to your email:
Its the first thing everyone wants to do! Lets send an email with Marketo. 1.) Choose New Program: 2.) Choose Email for the Program Type: 3.) Choose the Audience you wish to send to, select an Email to send, Schedule the send, and Approve the program: Thats it! You can access a walk through of how to send an email here: Send an Email .
Have you moved to a new company but you want to keep all of your profile info, activity, content, and rewards and points? Great, we can help.
Log into your new Marketo Instance and follow these steps. Email our Customer Care team at firstname.lastname@example.org as soon as you get your new community account set up so we can swap your information. They will need the email address of your old profile as well as the email address of the new profile to which you want your profile info, activity, content, and rewards and points moved.
Important: DO NOT CREATE ANY CONTENT ON YOUR NEW ACCOUNT before we've completed the information swap. Any content you create in the new profile will be lost if you decide you want to swap profiles AFTER the fact.
Please note that we can only SWAP account information from one profile to another. We cannot merge points or profile information from multiple profiles to one profile. So in these cases, we recommend you give us the email associated with the account with the information you'd like to retain and ask that we swap it with the account you'd like to use going forward.
We will notify you when the process is complete through the Customer Care case you have opened. If you have questions regarding this process, please feel free to post in About Community.
Now that User Group communications are all in Community, it is important you adjust your email preferences within the Community to fit your needs. When you join a user group by following that group you are subscribed to all the activity and communications that goes on within that group. Here's how: 1. Click your profile drop down in the global navigation, and select preferences: 2. Here, you can choose to receive email for different actions. To receive user group announcements (invitations) in your email inbox (not JUST your Community inbox) select: Since you have checked yes to receiving notifications, now you specify which notifications you want in your inbox. I have checked yes to content that I have created or participated in, and social actions so I am notified if someone is trying to reach out to me. I suggest you select 'all activity' so you receive these notifications in real time. Otherwise you could miss a meeting! If you want to receive notifications in your inbox of the activity of all of the people you are following, select email next to 'following' at the bottom. You can also indicate if you want to receive all activity, or just a daily, weekly digest.
Some customers may encounter a particular login situation when connecting to the Marketing Nation Community through their Marketo instance. First, you log into your Marketo instance and then you click on the Community button and you receive this screen, which loops over and over again. We've done some testing and it seems the potential cause for this has to do with whether or not your organization uses a Single Sign-on solution (i.e. OneLogin, SecureLogin, Bitium, etc) and your Marketo Admin has enabled the Single Sign-on Settings on your Marketo instance. The workaround to avoiding this error is to bypass using your Single Sign-on solution and logging into Marketo directly by going to https://login.marketo.com/ and entering your Marketo login information. This is a temporary solution as our engineering team is currently investigating a long term solution for this situation.
Ideas Customers are encouraged to use the Ideas section on the community to share their ideas for new features or enhancements to the product. The more "Likes" an idea gets, the more likely Marketo will add it to the product roadmap. Therefore, vote for ideas you like! The Product Management team reviews ideas every week, and will add as many great ideas as possible. Getting started in the Marketo Community - https://marketo.my.salesforce.com/articles/Article/Get-Started-with-Marketo-Community?popup=true Request through Premier/Elite Support Elite and Premier customers should discuss their business requirements with their named support engineers (NSE) Support Engineers will work with subject matter experts (SME) to come up with solutions Champion with Product Management for product enhancements Depending on the nature of the issue, Product Management will review and come up with a plan Support will communicate the plan to the customer Situation Management Customers can reach support management through the escalation process, and create a Situation Management case by directly emailing email@example.com Customers should discuss with management about product enhancements and how critical the enhancements are for their business Management will discuss with product management regarding the feasibility Management will communicate back with a plan Quarterly CS Roadmap discussion CS teams should collect and prioritize feedback from teams The Support team can send an email to Tier 3 to include an enhancement request in the roadmap discussion CS functional leads to identify common themes, and prioritize across CS groups PM/Engineering feedback will be captured during meetings in Smartsheet All information can then be revisited ongoing as needed
We call these the Nation in 90 In 90 seconds you can watch a video and learn how to get more out of the new Marketing Nation Community Video Link : 1126 Learn the definition of and how to set up your Activity Streams on the site (NEW) Video Link : 1128See our new Spotlight search that becomes more personalized over time -- uses your history, includes your bookmarks and more. (NEW) Video Link : 1033 Hear an introduction about the new Marketing Nation Community Video Link : 1067Learn how to set up your preferences to control how much and how often email your receive from the Nation Video Link : 1060Set up your profile so other Members of the Nation can learn about your interests, your interests, ... and connect with you Video Link : 1062 Use this powerful feature to locate Champions, User Groups Leaders and Marketing Experts Video Link : 1058: Find your inbox and customize activity streams so you can easily follow people, places and content (Inbox accurate, streams outdated) Video Link : 1063Learn how to easily participate in Community discussions Video Link : 1064: Hear how you can join a User Group in your area. (We also have Virtual User Groups) Add suggestions for other videos we should make in the Comments area below. Find more resources here; Icon Glossary A quick overview of all the new icons on on the site Community How-to's and Tips A list of all Community Help Articles. Let us know in the comments area below if we should create additional Help Videos or Articles. Help us build this Community!
With the recent launch of the Community, we have made some changes to Marketo User Groups (MUGs) and how you access them. We’ve moved the groups from LinkedIn into the Community so you can receive all information in one place. The only way to be invited to a MUG is to join the group in the Community. To ensure you don’t miss out on meetings, take the following steps today: Find and Follow a Marketo User Group near you or a Virtual User Group View our Upcoming User Group Meetings and register for one near you Adjust your email preferences in Community to fit your communication needs. To receive meeting invites in your regular email inbox, select Yes to Receive Email, and Yes to Inbox: Everything in my Inbox page, except direct social actions Fill out your profile IN FULL, including location, photo, avatar and bio. If your profile is blank you will be declined from the MUGs because the Leaders have no way of knowing who you are Connect with your fellow MUG members in Community. The LinkedIn User Groups are being deleted soon Please note, these are private groups for marketers located in that region. We look forward to seeing you in your group soon!
To stop receiving notifications to your email inbox (Gmail, Outlook, etc.), please follow these Instructions: Go to the Global Header and Click on your Avatar which is located to the left of the little pencil Then click on Preferences and you will be taken to your Preferences Page Look for Receive Email? and set it to No 3. Save your work - Please make sure to scroll to the bottom of the page and SAVE your changes - Scott K. Wilder, aka Nation Builder
New to Community? Follow these 3 easy steps! Understanding the Community Updating Profile when Switching Companies Community Icon Glossary Support in Community Understanding Support in the Community Create a Ticket in Community Manage Authorized Contacts in Community Accessing My Company Space Community Profiles Adding New Skills and Expertise Connecting in the Community Disable Email Notifications Understanding Statuses Update a Community Profile Upload Avatar and Profile Photo in Community Content in the Community Create Content in Community Creating Messages in Community Move Content Between Spaces Understanding Common Content Functions in Community Understanding Content in Community Social in the Community Marketo User Groups Searching in the Community Understanding Marketo Points Using Shout Outs in Community Using Tags in Community