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.
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
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.
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 email@example.com
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!
We are very excited about the new Marketo Community and we know you will enjoy it too! We moved some things around and changed what we call certain things. There are some new features and content that you can use. Here is a summary to help you navigate the Marketing Nation Community: The Old Marketo Community The New Marketing Nation Community Full Support Experience You are still able to create and browse thru your cases but you also have a special secret group where you can discuss privately with your team and Marketo right here in our community. Help Content Link Throughout the site, we will link you to our Product Docs site type. Look for this graphic: Resources Our support team curated and updated a special set of Support Solutions in Support and will continue to add additional content in this place so please be sure to Follow that place to keep up with any updates. Help Articles If you did not notice already the Marketo Super Ball on the top left corner of all our websites and the Marketo Product, go ahead and click on it now! You will see some key links and one of the is the Product Docs (Formerly called Help!) Badges & Points New and revamped structure providing more badges and opportunities to level up. The points you earned on the old site have been migrated to the new site so you don't have your points be reset forcing you to start from scratch. If you had 1001 points on the old site, you will start at 1001 points on the new site. Discussions & Ideas We migrated all Discussion Threads and Ideas from 2013 on to the new site. Your profile information Some things are new and profiles are richer in here so please take the opportunity to make yourself known. We did carry forward most of the information you provided in the past. Certification Status If you hold a Marketo Certification it is now part of your profile and others in the community can see you have worked hard to earn your certification. Other community members may follow you and your comments and contributions are very valuable to the entire community. Here you can find Marketo Certified Users. University You will now be able to find the University content by clicking on the Marketo Super Ball located in the upper left part of this web page. All New! Learn about Digital Marketing and Marketing Automation Learn from marketing thought leaders in the special Marketing Central area of our community. Share best practices and collaborate with Marketing Nation peers. Marketo Super Ball You can access all Marketo Sites and the Marketo product via the Marketo Super Ball. People and Expert Search You can now find experts based on their expertise in a Particular Product Area, if they are a Marketo Champion, a Marketo User Group (MUG) Leader or are a Marketo Certified User. User Groups We're excited to welcome our user groups into our new community! The LinkedIn groups will be phased out. Events Start your Marketo event participation well before the actual event started, join the conversation, see who is attending, and make connections to make your event participation as productive as possible. During the event, catch-up on activity and sessions you did not get a chance to attend. Keep in touch after the event, sharing your stories, watch videos, and give us your feedback. Partners You now can find all of Marketo's Partner related information in one place. Note that there are private areas here for our various partners program.
Setting up your profile is the first step to participating in the Marketo Marketing Nation Community. Your user profile provides community members with an easy way to learn about your experience, skills, and interests. Your profile shows up in search results when community members search for keywords contained in your profile. You can update your information at any time. To set up your profile: 1. Click your Avatar in the upper right corner and then click Edit profile. 2. Click the Your Profile tab and fill in your profile information. Note that your profile will be found when people search, so if you have professional roles or interests that would be useful for others to know about, be sure to include them. At a minimum, please fill in the YELLOW fields below. You must fill out your photo, avatar, city and state in order to join a User Group. It is also important you add (Primary) after your title so people can @mention you appropriately. All fields are recommended! You will not be able to edit certain fields, such as username, first name, last name which are common across all Marketo systems where you use the same login information. Note: When making Profile changes, make sure to scroll to the bottom of the page and Save your changes. 3. Click Save. Please note: When you view your profile information you will see some information that other users WILL NOT see. Nobody, but you and the Community team have access to your Contact ID, Account Name, Account ID, Customer, and Employee (See screen shot below for an example)
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)
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!
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
The icons in Jive can be really handy at helping you know what kind of content or area you are looking at - but only if you know what they mean. This is a guide, or key, to these different icons. Icon Meaning Description Status Update A great way to "work out loud" and let people know what you are up to, or to spread the word on an event, new content, etc. Blog post Blog posts are typically the content choice for making announcements, sharing an opinion, or pointing out some new materials you have added to the community. Document Documents are meant to be used for reference, i.e. a more permanent record of a policy, product information, instructions, etc. It can have supporting attachments, but the "important stuff" should be captured in the document text. Discussion Thread (not a question) Discussion threads can be marked as questions or just discussions. If you are expecting a definitive answer, you should leave it marked as a question so that you can then mark the correct answer (as well as helpful answers) and let everyone know that the discussion is "complete". Note that there is no magic ability for the system to mark the correct answer once it is provided. That is up to you as the questioner. If the question is more open-ended, for example an online brainstorming session, feel free to unmark the question checkbox. Answered discussion question thread This icon displays if a discussion post is marked as a question and the answer has also been marked as such. Unanswered discussion question thread This icon displays if a discussion post is marked as a question and no answer has yet been marked. If you are the one who asked the question and it has been answered, please mark it as answered by clicking the Correct Answer button. Please note : Questions where you expect a definitive answer should always be marked as questions . This will help you and others see: When the question is answered What the answer actually is (if you mark the correct answer once it is provided). Uploaded file A file that has been uploaded into Jive and not created directly in the community. Powerpoint File document This type of document is centered mostly around the Powerpoint attachment. Excel File document This type of document is centered mostly around the Excel attachment. Word File document This type of document is centered mostly around the Word attachment. PDF File document This type of document is centered mostly around the PDF attachment. Idea A type of content that you or others can create and vote on. If your community members vote positively, your idea gets more points; if they vote negatively, points are taken away. Event This community includes events. They can be created in selected places. You can opt to attend and event and download an entry into your personal calendar. Video A form of content that has been uploaded as a video file. Poll A lightweight way to ask a question of a large audience and gauge overall response. Like You can help improve the popularity of a blog post, discussion, document, or other type of content by rating or liking it. Popularity determines whether a piece of content is promoted in certain content widgets, for example, the Top Liked Content and Top Rated Content widgets. Space Formal, structured hierarchical community place where content can be stored and organized. Admission can be tightly controlled, not by invitation. Group Informal place, created by the community manager. Access to private or secret groups is controlled by the group administrator (the person who set the group up), but public and member's only groups can be seen by all employees. Categories Categories are words or phrases created by administrators within a particular place (a space or social group). If there are categories available in the place, it usually means that the place's administrator has given thought to how that place's content should be grouped. Tags A tag is a keyword that has been identified by the content creator as being helpful when searching for a piece of content. Bookmark Users can bookmark items they find important within or outside of the community. These are not the same as browser bookmarks. Direct Messages Members who follow each other in the community can have a private conversation (without sharing email info)
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!
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
The community will be interested to learn about your skills and expertise with Marketo products as well as other skills you may be interested to share. Community members will be able to search for other people to locate Marketo Product experts or people based on other skills listed on their profiles. We have included in your profile a pre-defined list of the key Marketo product skills and expertise. If you did not get a chance to set them when you Set Up Your Profile, go back and ensure you have provided the correct information for the Expertise with the Marketo Product. You can choose as many options as are relevant to you. If you have additional expertise or skills that you would like the community to know about you can add them by clicking View Profile (or click on your Profile image) and editing the Skills and Expertise section on the right side of the profile view. When you click on View all 7, this window pops up and you can add additional skills or expertise: Once you click on Add the skills you just added will be visible on your profile. By clicking on the line next to a skill you will be able to view more detail about the skill such as any endorsements that you may have received for it from members of the community or continue to search for other community members with the same skill. Here's the line to click on: Here's how you can find other people with the same skill: If you would like to remove a skill from your profile hover over and click on the skill to delete. A confirmation pop-up will appear asking you to confirm you would like to proceed with the delete. Another small window will pop up asking you to confirm if you want to delete your skill Your profile is now ready to be located based on either Marketo Product skills and expertise or other skills that you listed on your profile.
Status updates let you interact with others in the community. You can also delete your own updates, see who liked them, see other people's updates, and several other fancy things Interact with Others from Status Updates Comment on, share, or follow a status update by clicking any of these commands in the footer of the update (yours or others'). This is a fun way to engage with other community members. Use Tags in Your Status Updates Insert one or more tag(s) in your update by preceding keywords with a hash or pound sign (#) so that you and others can find the update more easily later. For more on tagging, see Using Tags. Delete Your Status Update Delete your own update by going to your Inbox and clicking on the time stamp in the update (for example, "posted 2 hours ago"). From the permalink page, click Delete . You can also delete an update by going to your user profile and clicking Activity > Status Updates . From there, click the update's time stamp, and then Delete . See Who Liked Your Status Update Click the number next to Like in your status update to see the people who liked it. Filter by Status Updates Filter any of your attention streams by selecting Filter > Status Updates . See Someone Else's Status Updates Click a person's avatar or name from any of your attention streams, or search for the person from the People finder or spotlight search box. Click on the person's name to go to their profile page, then click Activity > Status Updates .
Comment on content or join a discussion to help other members, ask for clarification, or share your thoughts. Collaboration is your main activity in the Marketo Marketing Nation Community. When you look around your community and discover documents, questions, and conversations, you'll want to take advantage of the opportunity to comment and collaborate. Commenting is as simple as clicking Comment or Reply at the bottom of a document, blog post, or discussion. You can reply to an individual message in a thread or to the original post. Everyone reading the thread will see your response. Comments and replies may also be Liked or marked as Helpful, so you can earn extra points by adding to conversations!
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