Help Feedback Documents

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.

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

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)

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 customercare@marketo.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!

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)

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)

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:

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!

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

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.

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!)

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!

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

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.

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.

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! ​                                               

Items to Check Off Things to Review: Your Marketo Instance Things to Review: Core Skills Ways to Get Help Did you change companies? Need to transfer points? Need to move your profile and points?

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.