Marketo New User Self-Guided Learning Path

cychang_adobe · ‎06-14-2023

**Updated Nov 2025

As a consultant working with new Marketo customers, I often hear people asking where to start with Marketo for a self-learning path, especially given the overwhelming number of resources online. As a self-taught Marketo customer in my past life, I hear you!

The following is a collection of self-guided Marketo learning resources organized by topic and level to provide new Marketo users the essential understanding of Marketo’s core capabilities to help you execute your daily marketing operations. All topics covered are out of box features only and complement the objective of Core Concept I learning course.

The content consists of a mix of videos which I find helpful to provide overview/introduction in the topic area, product docs that explains technically how specific feature is expected to work, as well as blogs from champions and experts offerings tips & tricks for use cases within the topic.

For new Marketo users I recommend going through the resources based on the sequence outlined below to further build your Marketo knowledge. Happy Learning!

Marketo Core Concept

Know the Basics

Advanced Learning

Marketo Overview

· What is Marketo Engage? (Doc, 2 min read)

· Navigating the Marketo Engage User Interface (Video, 6 min watch)

· Marketo Engage Glossary (Doc, 10 min read)

· Marketo Engage Icon Glossary (Doc, 5 min read)

· Webinar: Creating Programs within Marketo Engage (Video, 48 min watch)

Database and Person Management

· Using the Person Detail Page (Doc, 2 min read)

· Create a Person Manually (Doc, 1 min read)

· Import a List of People (Doc, 5 min read)

· How Do Person Records Get Created in Marketo (Blog, 8 min read)

· Creating Buyer Personas (Video, 5 min watch)

· Find and Merge Duplicate People (Doc, 2 min read)

· Database Health Check-up & How to Keep it Clean (Blog, 8 min read)

Precision Targeting with Smart List

· Understanding Smart Lists (Doc, 2 min read)

· Tutorial: Smart Lists (Video, 4 min watch)

· Use Built-in/System Smart Lists (Doc, 3 min read)

· Create a Smart List (Doc, 2 min read)

· Find and Add Filters to a Smart List (Doc, 2 min read)

· Define Smart List Filters (Doc, 2 min read)

· Smart Lists 101: A Deep Dive (Blog, 5 min read)

Automation with Smart Campaign

· The Power of a Smart Campaign (Video, 58 min watch)

· Understanding Batch and Trigger Smart Campaigns (Doc, 3 min read)

· Append Data to a Field (Doc, 1 min read)

Email Marketing Essentials

· What is a Scheduled Email Program? (Video, 6 min watch)

· How to Build a Scheduled Email Program (Video, 10 min watch)

· What is a Triggered Email Campaign? (Video, 3 min watch)

· How to Create a Triggered Email Campaign (Video, 10 min watch)

· What is Marketo's Built-in A/B Testing Feature? (Video, 7 min watch)

· How to Create an A/B Test (Video, 7 min watch)

· What is a Personalized Newsletter? (Video, 6 min watch)

· How to Create a Personalized Newsletter (Video, 14 min watch)

· Overview of the New Email Designer (Doc, 3 min read)

· Tokens Overview (Doc, 5 min read)

· Filtering Email Bot Activities (Video, 3 min)

· Scalability and Efficiency Using Tokens in Marketo Engage (Video, 49 min)

· Understanding My Tokens in a Program (Doc, 4 min read)

· Marketo Success Series: Emails (Blog, 4 min read)

· Marketo Success Series: Email Programs (Blog, 5 min read)

· Marketo Success Series: Email Templates (Blog, 5 min read)

· Making the Most out of Your Marketo A/B Test: The Statistics you Need to Know (Blog, 4 min read)

Marketing Program Management

· Creating Programs within Marketo Engage (Video, 48 min watch)

· Understanding Programs (Doc, 1 min read)

· Understanding Program Membership (Doc, 2 min read)

· Don’t Forget About Program Membership, Success, and Acquisition Program (Blog, 4 min read)

· Best Practices: Program Reporting Optimization (Blog, 3 min read)

· Marketo Success Series: Programs (Blog, 8 min read)

· Setting Acquisition Best Practices (Blog, 2 min read)

· Understanding Tags (Doc, 2 min read)

· Create a Program Channel (Doc, 5 min read)

· Understanding Period Costs (Doc, 3 min read)

· Using Period Costs in a Program (Doc, 3 min read)

Event Management

· Create and Run a Webinar Program (Video, 11 min watch)

· What is an Event Program? (Video, 8 min watch)

· How to Create an Event Program (Video, 9 min watch)

· Understanding Event Programs (Doc, 1 min read)

· LaunchPoint Event Partners (Doc, 1 min read)

· Interactive Webinars Overview (Doc, 1 min read)

Gated Content

· What is a Gated Content Program? (Video, 6 min watch)

· How to Build a Gated Content Program (Video, 12 min watch)

· How to Create a Form (Doc, 2 min read)

· How to Create and Edit Forms (Video, 10 min watch)

· Creating and Editing Forms (Video, 6 min watch)

· Marketo Landing Pages (Video, 7 min watch)

· How to Build and Design Landing Pages (Video, 6 min watch)

· Marketo Success Series: Forms (Blog, 5 min read)

· Marketo Master Class: Forms and Gated Content with Juli James (Blog, 5 min read)

· Create a Landing Page with a Form (Doc, 6 min read)

· Configure Progressive Profiling (Doc, 4 min read)

Nurture 101

· Creating and Running Lead Nurture Campaigns (Video, 6 min watch)

· Laying the Foundation for Lead Nurture Success (Webinar, 59 min watch)

· Nurture 101 - Utilizing Engagement Programs (Video, 43 min watch)

· Marketo Success Series: Engagement Programs (Blog, 6 min read)

· Understanding Engagement Programs (Doc, 5 min read)

Reporting

· Reporting within Marketo Engage (Video, 38 min watch)

· Report Type Overview (Doc, 3 min read)

· Tutorial: Key Reports (Video, 6 min watch)

· Email Insights Overview (Doc, 2 min read)

· Marketo Performance Insight Overview (Webinar, 27 min watch)

· Five Steps to Optimize your Marketo Performance Insight (Blog, 3 min read)

· Marketo Success Series: Reporting (Blog, 8 min read)

· Reporting for the C-Suite: Own a Seat at the table with 5 key Marketo Engage reports (Video, 61 min watch)

Lead Scoring/Lifecycle Management

· Learn About Lead Scoring (Video, 9 min watch)

· How to Build a Lead Scoring Program (Video, 11 min watch)

· Simple Scoring Setup Steps (Doc, 5 min read)

· Learn About Lead Lifecycle (Video, 7 min watch)

· How to Build a Lead Lifecycle Program (Video, 12 min watch)

· Marketo Success Series: Lead Scoring (Blog, 8 min read)

· Lead Scoring Overview & Demo (Webinar, 59 min watch)

· The A-Z of Getting Started with Lead Scoring (Webinar, 45 min watch)

· Lifecycle Modeling & Demo (Webinar, 59 min watch)

Zoe_Forman · ‎08-05-2023

@cychang_adobe Thanks for the table and links, this will be great for onboarding new users, who are in different regions so can learn at their own pace.

This covers so many topics.

Darshil_Shah1 · ‎08-05-2023

This is going to be very helpful for new users! Thank you, @cychang_adobe!

Vinay_Kumar · ‎08-07-2023

Your compilation of Marketo topic links is like a gift to all new learners. A big thumbs up 👍

Natalie_Kremer · ‎08-14-2023

This is a great resource for new users. It's going to be so helpful to onboard new people onto Marketo.

Josh · ‎08-28-2023

This is fantastic!! 👏 Thank you @cychang_adobe!

Kristof · ‎08-31-2023

Incredibly valuable guidance! Bravo @cychang_adobe ! 🙂

chiranjeet_shah · ‎09-11-2023

Thanks for sharing and encapsulating, it will come happy for on boarding new team members.

ncnishant14 · ‎06-06-2024

Thanks @cychang_adobe for the sharing these links 😊

WY · ‎07-03-2024

Thank you @cychang_adobe for creating this useful post! 🙂