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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 ir@marketo.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.
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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:
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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 .
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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 customercare@marketo.com  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.
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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.
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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 supportescalations@marketo.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
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When you find other users in the community that you wish to connect to you can “follow” that user’s updates and activity. The act of following a user makes them one of your connections.  When choosing to follow a user you are choosing to follow that user’s activity in a stream of your choosing.  You can follow a user in multiple streams. You can follow a user in a variety of different ways. Navigate to the user’s profile and click the Follow button in the middle of the profile page. Then you can decided which stream (streams) you want to follow them in 2. Hover over the user’s name or avatar and when the avatar popup appears click the Follow button. (See avatar pop up with arrow below). Choose the stream(s) to follow them in. 3. Navigate to the People browse interface and filter the people by different profile information. If the browse interface is in the thumbnail view, hover over the user’s portrait and click the gear wheel in the bottom right corner that appears.  Click the Follow button.  Choose the stream(s) to follow them in. See above screenshot If the browse interface is in detail view, click the Follow button to the far right of the user.  Choose the stream(s) to follow them in. To access your connections navigate to your profile and choose the More drop down below the header section of your profile and choose Connections. Find and follow community members now
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Marketing Central Talk about marketing strategy, techniques, thought-leadership and more. Getting Started Get Community help, share feedback and read our guidelines. Product and Support Talk about how to use Marketo, including analytics, integration's, and more.
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Using @mention, you can alert people, places, and groups that you're talking about them. When you create or comment on content in your community, you have the ability to mention a person, place, document, or other piece of content. This is a way to give a shout out to someone or something to catch their attention. You might say, "I think you'll find this interesting swilder" or "I saw this in the Community Help & Feedback section".  You can also @mention your Marketo User Group to say what a great time you had at a recent event. This notifies any person mentioned after the @ that you are talking about him or her. (Members of groups you mention will see this in their Activity Stream.)  When someone is @mentioned in a piece of content, a status update, or elsewhere, a notification of the activity flows into their Inbox. You can also use the @mention feature to refer to documents or other content that resides on the site.  For example, you might say "According to Set Up Your Profile & Privacy options‌, the profile information that I choose to share will show up in search results." It's easy to do: 1. Type the "@" symbol (or click the "@" icon if it is available). A search dialog opens and suggests possible matches. To narrow matches, use an underscore (_) as a space. For example, @Mike_D would match the Mikes whose last name begins with "D." Your picker will include documents, discussions, and places as well as people. Keep typing to narrow the choices further. You can also scroll through the list of people, places, and content that are suggested for you. 2. Select the correct match from the list. The new link shows up in your content.
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Assigning tags to your content makes it easier for you and others to find later. Tags are like key search words that you and others assign to content. Tags make it easier to find content when you or others search for it later. You can assign tags to existing or new content. You can even assign tags to a status update. Assign tags to a Status Update To assign tags to a status update, type # before the keyword, for example, "Really enjoying these awesome #tutorials about how to #get started  Now others will find this update whenever they search for "tutorials" and "get started." Assign tags to other Content There are two ways you can assign tags to content: You can open or create your content and scroll to the bottom of the page to the Tags box. Type in the keywords you would use to search for this content. You can also use inline tagging by adding tags on the fly, as you're editing the body of the content. To do this, use the #, which is a hash or pound sign, and follow it with the tag. So if you're writing about your first day in the new community, you might say "Just learned how to write a post #newbie"‌ Tagging Tips Consider using any existing tags that pop-up in the suggestion box. Existing tags are often assigned to related content, so it's good practice to use them. An underscore can help with longer tags such as sales_report or employee_benefits. Note that if you are tagging content that is being moderated by an admin, your tags may not show up right away because content updates may need to be approved. You can speed up tagging by changing your user preferences. To enable on-the-fly tagging, click on your avatar in the upper right corner and then Preferences. Turn on Quick Tagging Mode and then click Save.
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You can control the number of email notifications you receive for activity you follow in the community by clicking on your Preferences (drop down menu for your Avatar/Photo). There are three Inbox stream options that are typically turned on. If you do not visit the community regularly keep turned on the " Inbox - Social activity directed to you such as @mentions, shares, and messages" so that you don't miss any activity directed to you when you are not visiting the community. If you have created any custom activity streams, those will also show up and you will have the option to receive email notifications for them as well. The Community Digest option will provide a summary of the relevant community activity. To keep up to date with the community activity, it is recommended to receive the digest weekly. Here is a more thorough explanation of what the different settings mean. Note:  Your replies to email notifications received from the community will be sent to the community. These replies will be created as comments to the conversation threads and placed directly in the community in the appropriate place.
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Your photo is a great way for people to "meet" and recognize you in person. Your Avatar lets community members quickly associate your comments and status updates with a simple visual cue. Click the Avatar & Photos tab to change your photo and avatar. Upload a Photo 1. Click on your name/image in the upper right corner and click Edit Profile 2. On the Primary photo  place holder click on Add Photo and select a profile photo from your computer. 3. Once you have selected a photo you will be prompted to crop the image to fit the designated box. When done click the blue Crop Photo button. 4. Review and Click Finish. Set your Avatar Your avatar is a small picture that appears next to your content, comments, and status updates to let community members quickly recognize you with a simple visual cue. When you upload your first profile photo you will also be asked if you would like to use the same picture as you avatar. If you did not choose to use the same profile photo, follow the steps below to add a new image for your avatar. Note: It is very important to personalize your avatar in the community so that people can quickly identify you throughout the community. 1. Below your Profile Photos you will see a list of available avatar images that are used only as placeholders. Click Add your own avatar and go thru the same process as above to upload a file and crop the image to create your own personalized avatar 2. Once you have selected your avatar you will see a blue box around the selected image. Click Finished to save your changes.
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You can create new documents from scratch in the community.  These documents are called collaborative documents.  They are created, edited and live directly in the community. To create a new collaborative document: Click Create > Document. Enter a title for your document in the field at the top Enter content into the content field. You can format your text however you’d like, or insert videos, images, hyperlinks, emoticons, and tables. Spell check your document or view your content in HTML by clicking the icons in the upper right corner of the content field. Optionally attach supporting files to your document by clicking the attach icon in the bottom right corner of the editor. Choose a place to post your document .  Documents can be posted in places, as personal documents open only to you or to a set of people and to the community. Add relevant tags to your document so it is easily searchable. You can choose from a list of popular tags or write your own. Should you want to control accessibility, click on Advanced Options.  If you choose to not modify any advanced options the defaults will be used. Restrict Authors - select if you wish to control the user(s) that can edit your document besides yourself.  Default:  all users with edit document rights can edit the document. Require Approval before Publication – this option allows you to choose user(s) to approve the document before it’s published.  Choosing multiple people requires all to approve before publish.  Default: no approval is needed. Restrict Comments – turns off the ability to comment on the document.  Default: any user with ability to contribute to documents can comment. You can either save your document as a draft and edit it later or choose to publish the document.
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Discussions allow you to ask a question to find a specific solution or start a conversation to get feedback or make decisions.  Members of your community can contribute by posting replies. To start a discussion: 1. Click Create > Discussion, or if you are already in a group, space, or project, click Create a Discussion from the Actions menu on the right. 2. Enter a title for your discussion in the field at the top. 3. Check the option for marking the discussion as a question if you’re looking for a specific answer, otherwise leave it unchecked for threads. 4. Write your discussion in the content field. You can format your text however you’d like, insert videos, images, hyperlinks, emoticons, or tables. 5. Spellcheck your discussion or view your content in HTML by clicking the icons in the upper right corner of the content field. 6. Optionally attach files to your discussion for supporting information by clicking the Attach icon in the bottom right of the editor. 7. Choose where the discussion will be posted.  If this option is already populated you can change it if needed.   All content can be posted in a place, to specific people or as a public piece of content in the community. 8. Add relevant tags to the Tags field so your discussion is easily searchable. 9. Click the Post button to post your discussion.
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There are many different types of content within a community and it is very important to choose the correct content type for your collaboration.  Below are the main content types that are available as well as some additional content types that can be added on to the community via modules. Discussions Discussions come in two varieties; threads and questions.  The difference between the two is determined by what the author is looking for.  A thread is where the author is seeking different point of views and there is no specific solution to the issue.  These are generally used to formulate plans of actions and make business decisions.  An example of a thread would be “How should we modify our process to better serve our customers?”  In this case there will be many points of view and each will help you reach a decision. A question is where the author is seeking a specific solution to a problem they are having.  The questions functionality allows the author and administrators to mark the correct response to the question, allowing the author and others find that solution faster. Documents Like discussions, documents come in two varieties; collaborative documents you write directly in the community and uploaded files from your local machine.  Both are used to convey official or factual information to the community. Good examples of collaborative documents are meeting notes, how-to guides, policy outlines, etc.  Uploaded files can be used in lieu of a collaborative document if you already have the document locally.  Blog Posts Similar to documents, a blog post is intended to convey information to the community.  Unlike documents, a blog post is more of a story, opinion or thought leadership.  A good example of a blog post would be a summary of how a project went with a client or customer. Polls Polls are quick surveys that allow users to vote for 1 option that best fits the question posed by the poll.  The strength of polls is their ability to help make important decisions by simplifying the response to a choice.  Once the votes are in the author of the poll can then see what decision needs to be made without having to sift through various comment responses. Additional Content Types There are other additional content types available with licensed modules.  These include ideas, events and videos. Events Events are used to create actual events in the community that members can then RSVP to.  The events feature also includes a personal event calendar and place event calendars. Videos The video module allows users to directly upload a video from their computer to the community as its own content type.  Additionally, the module allows the use of the webcam to record directly into the community. Ideas The ideation module allows an author to pose an idea to the community and then get “votes” for or against the idea.  Each vote either awards points or subtracts points.  This allows the author to quickly determine the overall support of their idea.
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At the top right corner of every piece of content in a Jive site, users will see 4 standard ways to interact with content. Follow: Should you encounter a piece of content that warrants watching it closely, you may choose to “Follow” the content to be apprised of its changes and activity. Following content will route its activity into your activity stream. You can choose which activity stream you wish to follow the activity in, including your custom streams. Share: By sharing content with your colleagues, you can bring interesting content to their attention they may not have otherwise seen. Share is also great for collaborating on private content, without out having to @mention someone. You can share content with your labels too. Bookmark: Bookmarking enables you to easily return to relevant or important pieces of content without having to search for them. You can only bookmark content, not people or places, and your bookmarks can be found by clicking in the search window and choosing the bookmark option. Like: The ability to like content plays an important role in connecting with your colleagues, their work, and showing your support for something. From a blog post sharing a story, to a document that really needed to be created, liking is an easy way to express a quick sentiment in the community. Liking isn't only limited to content types, it can be done against comments and status updates as well.
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Using messages and private discussions limits your audience to only the people you want. Messages and private discussions show up in the Inbox of only the people you send them to. Users must be mutually following one another to be able to send a private message. This is to eliminate spamming. Note: While messages and private discussions are useful features, nearly all topics in your community can be useful to others, so keep things public whenever possible.  Private discussions (remember, this is a content type!) can later be moved to a place if needed. Messages reside in the Inbox and cannot be moved. To send a message: 1. When viewing your Inbox, click the Send Message button. Alternatively you can use Create > Message.  Tip:  when hovering over another users avatar or name and the avatar popup appears there will also be a Message button available if you are mutually following one another. 2. You can add additional people to your direct message by clicking on the Select People link and clicking the check boxes next to the names of the people you’d like to add. 3. Type your message in the Message field. You can upload a photo or @mention people in your community. 4. Click the Send button. To start a private discussion: 1. Click Create > Discussion 2. Enter a title for your discussion in the field at the top. 3. Enter the title, body and tags for your discussion.  4. Add participants to your discussion by clicking the Specific People radio button and choosing people you’d like to include. 5. Click the Post Message button to post your discussion.
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