🗣️ [Mentor Ashleigh Morrow] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

[Jon_Chen]

Hello Community, 

Welcome to the Adobe Marketo Engage Community Mentorship Program 2024! This is the featured Community Discussion thread for your Adobe Marketo Engage Community Mentor, Ashleigh Morrow (@AshleighMo), who will be here to guide and support you and your peers with your Adobe Marketo Engage questions as you prepare for your Adobe Marketo Engage Business Practitioner Expert (AD0-E559) exam, through to the end of the program.  

A little bit about your Adobe Marketo Engage Community Mentor, Ashleigh:

  

A 7-year digital marketing veteran with specialties in marketing automation, strategy and data analytics. Currently leading the strategy and automation for Merkle AMER region as the Manager of Email Marketing and Automation. Certified Business Practitioner Expert and experienced in training and mentoring employees. I have a lot of experience in troubleshooting issues and cleaning up instances in addition to handling migrations from other platforms into Marketo. Over the years I've been able to gain experience in a variety of fields including the highly regulated field of Pharma. I recently became an Adobe Digital Experience Certification Program volunteer to contribute exam questions for the Business Practitioner Expert exam. I have aspirations myself to become an Adobe Marketo Engage Architect Master and a Champion. 

 

Aspirants mapped to @AshleighMo 

1. @mktoMacaque 
2. @rahulsh 
3. @SyedHasan 
4. @uditmathur 
5. @ggerla
6. @stevenchung87 
7. @Brenda_1040  
8. @kpsingh 

 

How to Participate  

1. Aspirants’ goal is to clear their Adobe Marketo Engage Certification during the duration of the program: May 17th , 2024 – June 21st, 2024.
2. Aspirants: Post your Questions in this thread to connect with your Mentor @AshleighMo, and your fellow Aspirant peers.  
3. You are all preparing for the same Certification, so feel free to use this space to share what you’re learning and collaborate!  

Suggested Next Steps for Aspirants: 

• Update your Community Profile photo with your latest headshot so that you can stand out to your Mentor and Peer Aspirants. 
• Like this thread to confirm your participation in the program 
• Introduce yourself to Ashleigh and your Aspirant peers by replying to this Thread! Break the ice by introducing yourself (location, org/ company, etc.) and your experience with/ interest in Adobe Marketo Engage 
• Post your Questions to this thread as you begin learning more about the Adobe Marketo Engage Business Practitioner Expert (AD0-E559) certification
• Test your Marketo Engage knowledge by browsing through the Adobe Marketo Engage Community Questions and taking your best shot at answering some Qs! 
• Remember that every post / like / comment you make in your contextual thread and in the Marketo Engage Community throughout the duration of the program helps increase your chance to be recognized by your Mentor and win exclusive Adobe swag, so bring your best efforts! 

Quick links  

• Mentorship Program Link 
• Adobe Marketo Engage Certifications Overview Link 
  • Adobe Marketo Engage Professional (AD0-E555) 
    • AME Professional Exam Prep Guide (requires login)
  • Adobe Marketo Engage Business Practitioner Expert (AD0-E559) 
    • AME Business Practitioner Expert Exam Prep Guide (requires login) 
  • Adobe Marketo Engage Architect Master (AD0-E560) 
    • AME Architect Master Exam Prep Guide (requires login)

We're wishing you all the best as you embark on this learning journey!  

Cheers,  

Jon 

[stevenchung87]

1. False
2. Lead activity log
3. False (no idea what Microsoft Dynamics is, but presumably data should be syncing bidirectionally)
4. 1
5. True
6. 4

[Brenda_1040]

Happy Friday everyone! Posting my answers for Wednesday's quiz below:

Quiz #3 All about Admin/Maintenance pt 2 - System Managed Fields, Syncing, Audit Trail, 

1. True or False: System Managed Fields are editable fields created by Marketo. FALSE
2. Marketer ABC is testing a program before launch. They want to discover if their test lead has triggered scoring and other operational style campaigns. To easily see if the lead has run through everything, Marketer ABC should navigate to: 2. Lead Activity Log
3. While analyzing lead data in Microsoft Dynamics Marketer XYZ noticed an error in the leads record. The Marketer has updated the field to correct the data. The newest member of the team is asking Marketer XYZ if the lead information will sync back to Marketo automatically. Marketer XYZ says that the sync is one-way and they will now need to create a smart campaign to update that information on the Marketo side. Is this true or false? FALSE; The sync is bidirectional, any updates made via Microsoft Dynamics will be updated in Marketo and vice verse.
4. In Salesforce, there are 3 possible values for SFDC Type. Which combination is correct? 1. Lead, Contact, Empty
5. You can filter in the audit trail. TRUE; You can filter by date range, user, asset type, and much more!
6. Which is correct about the audit trail functionality? 4. A history of almost everything that has been done in Marketo for 6 months (Marketo doesn't track changes in Web Personalization, Predictive Content, or Sales Insight.) 

[AshleighMo]

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh 

Happy Thursday! What projects are you all working on at work this week? Curious to hear what your day to day looks like and if there are any issues we can work on together. 

Answers for Quiz #3#:

1. False - these are NON-EDITABLE fields. 
2. B Lead Activity Log - While you could certainly see this information in the smart campaigns results it could take awhile to look through multiple campaigns. It is quickest to check that leads activity record to see if all of the appropriate campaigns are tracked. 
3. False - the sync is bi-directional for lead and contact entities in Marketo. 
4. A - lead, contact, empty. This is how you determine if a record in Marketo is in SFDC. If it’s empty, it means that the lead does not exist in SFDC. 
5. True - This will increase ease of use to find a particular scenario. 
6. D - There is a 6 month history for the audit trail. Marketo does not audit changes made within Web Personalization, Predictive Content or Sales Insight so it technically does not track everything. 

[Brenda_1040]

Hot topic this month are engagement programs, specifically nurture emails! I am trying to help shift my team from only doing drip campaigns to behavior based, so customer/prospects can choose their own journey. 

Would love to hear if anyone currently has this implemented and any tips/tricks for this!

[AshleighMo]

Funny that you bring this up... Hot topic around my company too! 

I am actively working on the strategy and content planning for our own nurtures that are behavior-based. I love that you are thinking that way and trying to make it more personalized to your customers. That is so important!

Tips/Advice: 

-First: Write down the goals/outcome of the nurture.

Draft the strategy before anything else, this is done outside of marketo but just brainstorm the journey that you want your leads to take. What type of content/what topics should be covered per stream/program? This will help inform how many programs or streams may be of need. Then how many emails you will want/need. 

- Along with the strategy, map out the flow. I find doing this on paper is helpful to visualize more complex programs. I draw out the entry/exit points, transition information, etc. That way when discussing with others in the company, I can easily explain the intricacies. 

- Ensure that your content journey matches your buyer journey, meet the customer where they are at. 

- Make sure you are closely monitoring and optimizing as time goes on to make improvements to the program. 

[uditmathur]

Hi Brenda,

I always consider Nurture Programs are the MOST Versatile feature of Marketo. It can make or brake your leads.

I echo your decision to segment your nurture program based on Behavioral scoring of your customers.

To begin i always advice my clients to have a defined Behavioral Scoring system in place duly accepted & vetted with your sales teams.

Decide what your stream cadence will be, this a very important step as too many or too low can take your leads away from your brand.

Once this is in place create your contents in line with the progression of your leads in the sales/ nurture cycle. For example if your leads signup for a demo, what will be the landing page they will be displayed, what will be the content you will be sharing with them before the actual demo & after the demo is done.      

Create separate streams to transition your leads as per your defined lead score.

A good option for your leads if they move away or become your customers is to retarget them & put them back into your nurture program.

Hope this helps.

[Brenda_1040]

These are all great ideas, thanks so much!!

[ggerla]

Here are my answers:

1. False: System managed Fields are NOT editable fields created (and populated by Marketo).

2. Lead activity log: additionally, this can be filtered by the top Filter action. Anyhow, checking for the campaign RESULTS tab filtered by email, I think is a better way to find if lead went trough the campaign.

3. (Actually, I never used Microsoft Dynamics, but I assume this is exactly how the sync with SFDC is working). False: the sync is 2-way, so if the field is synchronized between Marketo and the CRM, the field will be updated from the integration automatically.

4. Lead, Contact, Empty

5. Yes, mainly by users and action. Then we have assets and workspaces.

6. A history of almost everything that has been done in Marketo for 6 months (This is only about what Marketo users are doing with assets and admin area, but not for the lead info)

[uditmathur]

Hi Ashleigh,

Thank you for touching on the topics of CRM integration, this is the part I feel most vulnerable.

1. True or False: System Managed Fields are editable fields created by Marketo. - FALSE system managed fields can not be edited, they can be copied or hidden.
2. Marketer ABC is testing a program before launch. They want to discover if their test lead has triggered scoring and other operational style campaigns. To easily see if the lead has run through everything, Marketer ABC should navigate to: Lead Activity Log
1. Person Detail Page
2. Lead Activity Log
3. Related Smart Campaigns
4. Database Tab
3. While analyzing lead data in Microsoft Dynamics Marketer XYZ noticed an error in the leads record. The Marketer has updated the field to correct the data. The newest member of the team is asking Marketer XYZ if the lead information will sync back to Marketo automatically. Marketer XYZ says that the sync is one-way and they will now need to create a smart campaign to update that information on the Marketo side. Is this true or false? FALSE Dynamic sync is 2 way but not sure if it can be automatic or not.
4. In Salesforce, there are 3 possible values for SFDC Type. Which combination is correct? Lead, Contact, Empty Not sure just a wild guess.😁
1. Lead, Contact, Empty
2. Lead, Partner, Contact
3. Partner, Lead, Empty
4. Client, Partner, Lead
5. You can filter in the audit trail. True or false TURE
6. Which is correct about the audit trail functionality? A history of everything that has been done in Marketo for a 6 month time period
1. A history of everything that has been done in Marketo for all time
2. A history of everything that has been done in Marketo for a 6 month time period
3. A history of almost everything that has been done in Marketo for 90 days
4. A history of almost everything that has been done in Marketo for 6 months

[AshleighMo]

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh 

Quiz #2: All about Admin/Maintenance Pt 1 - User Roles, Permissions and Workspaces

1. Marketer ABC is starting a new job and will work closely with the platform manager at Company XYZ. Marketer DEF is setting up the user role for the new employee. The main responsibilities for ABC will be building email campaigns, landing pages, and other related programs. Which role  should DEF provide for ABC?
1. Admin
2. Standard User
3. Web Designer
4. Analytics User
2. A marketer needs to assess their field mapping in marketo. They want to determine which fields exist and which are blocked for updates. Which role does the user need in order to access this type of information?
1. Marketing User
2. Standard User
3. Analytics User
4. Admin
3. True or false: You can select which permissions are allowed when you create or edit a role. 
4. Company X is just getting started in Marketo. They have multiple products that they sell. The 4 products are different but there is an opportunity to cross-sell to their audiences using shared assets such as images and emails. They are mapping out the setup of their instance and wondering what the best setup is for them. They think Workspaces will be the best fit for their situation. True or false: They should set up their instance into 4 separate workspaces.
5. Which combination of assets cannot be shared across workspaces?
1. Email Templates, Emails, Landing Page Templates, Smart lists
2. Landing Page Templates, Email Templates, Snippets, Models
3. Email Templates, Snippets, Smart Lists, Segmentations
4. Smart Lists, Smart Campaigns, Snippets, Segmentation

Fun fact: While you can edit some of the roles, you cannot edit all of them. You are unable to edit Admin and Standard User Roles. If you have a unique use case for another type of user, you can create a new role entirely. 

Pro Tip: Find out if your company has a policy/procedure in place for assessing user roles and permissions. There should be at minimum a policy in place to remove users from the instance after a separation (resignation, layoff, etc.) If there isn’t a policy, propose one for brownie points with your boss/HR.

Try your best to answer without any extra help! That way we can accurately assess where you are and what you may need extra help with, it's ok to not know everything. 

We'll discuss these answers on Monday. I have the next quiz ready too so I will post that earlier next week so we can squeeze in 2 quizzes for extra test prep! Have a great weekend. 

[kpsingh]

Hey @AshleighMo ,

Please see my response:

1. Standard User
2. Admin
3. True
4. They can create a single workspace and create a branding folder according to the product. With regards to assets and images that can be utilized under the one workspace only.
5. Smart Lists, Smart Campaigns, Snippets, Segmentation
   I am not sure for the 5th Ans, please explain so I have a better understanding.

[stevenchung87]

1. 2. Standard User
2. 4. Admin
3. True
4. False
5. I honestly didn't know- I knew templates, segmentation and smart lists could be shared, but wasn't certain about the rest.

[ggerla]

Good Monday!

Here are my answers:

1. Standard user
2. Admin
3. True
4. It depends on the context. If we are talking just about sharing assets (images and templates) FALSE: they can just have one default workspace and share the assets. If they need to map out 1:1 Workspace : Product, TRUE, but this is not a sustainable solution (what if 10 products or more? 10 workspaces?)
5. Technically, all of them but one single element can be shared across workspaces. Emails themselves cannot be shared. They can be cloned.

[uditmathur]

Hi Ashleigh,

This quiz is really great as it's both to the point & also tricky in term of the interpretation of the feature. Thanks for provide this.

1. Marketer ABC is starting a new job and will work closely with the platform manager at Company XYZ. Marketer DEF is setting up the user role for the new employee. The main responsibilities for ABC will be building email campaigns, landing pages, and other related programs. Which role  should DEF provide for ABC?   
1. Admin
2. Standard User - This user role have access to all parts of Marketo except Admin section
3. Web Designer
4. Analytics User
2. A marketer needs to assess their field mapping in marketo. They want to determine which fields exist and which are blocked for updates. Which role does the user need in order to access this type of information?
1. Marketing User
2. Standard User
3. Analytics User
4. Admin - Field management is part of the Admin Section of Marketo, so anything related to this need to have Admin access.
3. True or false: You can select which permissions are allowed when you create or edit a role.  TRUE
4. Company X is just getting started in Marketo. They have multiple products that they sell. The 4 products are different but there is an opportunity to cross-sell to their audiences using shared assets such as images and emails. They are mapping out the setup of their instance and wondering what the best setup is for them. They think Workspaces will be the best fit for their situation. True or false: They should set up their instance into 4 separate workspaces. TRUE -  Images can be shared across workspaces by putting them in Default folder & Emails by cloning as local assets. 
5. Which combination of assets cannot be shared across workspaces? - CAN NOT UNDERSTAND THIS QUESTION AS ALL 4 COMBINATIONS CAN BE SHARED ACCROSS WORKSPACES.
1. Email Templates, Emails, Landing Page Templates, Smart lists
2. Landing Page Templates, Email Templates, Snippets, Models
3. Email Templates, Snippets, Smart Lists, Segmentations
4. Smart Lists, Smart Campaigns, Snippets, Segmentation

[AshleighMo]

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh 

Happy Monday Everyone! I hope you had a great weekend. If you have not answered the quiz yet, please head over to that here and drop your answers. Remember, there will be prizes for engagement and quiz answers! Once you have completed the quiz, come back to this post for the answers and more information on the topic. 😁 

Here are the answers to Quiz #2: All about Admin/Maintenance pt 1 - User roles and permissions.

1. B - Standard User
2. D - Admin 
3. True - You can select the permissions for the roles that you can create and edit. Remember that you cannot modify Admin or standard user. 
4. False - They want to share assets across multiple products so this would not be the best option for them. 
5. A - Email Templates, Emails, Landing Page Templates, Smart lists: This one is very tricky, on purpose. There are quite a few combinations of assets that can be shared and quite a few combinations of assets that can be cloned. It is very important to know the difference between what can be shared and what can be cloned. The test is designed to be tricky like this question.

I'm sorry that I made it tricky but I want you all to be prepared for the exam because it is designed similarly. It looks like the last one tripped up the majority here so I am sharing more information below on the topics of sharing vs. cloning across workspaces. It's important to remember that Sharing and Cloning are different actions, that is the distinction in that last question.

Sharing across workspaces:

• You can share: Email Templates, Landing page templates, Models, Smart Campaigns, Smart Lists, Segmentations, Snippets (7 items)
• Only assets in the parent folder can be shared, not child folders. 
• To share a folder you can right click, click share folder and then select the workspaces that the folder should be shared with. 

Cloning across workspaces: 

• Programs, Emails, Landing Pages, Forms (4) items
• Clone assets as local assets inside of a program. 
• You can drag and drop assets into another workspace (if you have appropriate access)
• If you are cloning an asset that has a template, you must share the template within the workspace that you are cloning to. 

Important note: If a program contains members you cannot move this program to another workspace. 

Use case for workspaces: Marketing assets do not overlap/are entirely different among the spaces. One of the most common use cases is for region: North America, EMEA, APAC, etc. 

Another related topic: Person Partitions - These are essentially separate databases for your leads. They do not interact with each other, meaning there is no de-duping between them and there can be overlap among the partitions. Example, I could sign up for Company A communications and Company B communications. These 2 companies could be owned by the same parent company, but operate with separate partitions. Therefore, I could receive marketing communications from both because I would exist in both of their "databases" if that is how the company has the partition set up.

• There are 3 different configurations for partitions. 
  • 1 to 1 (one person partition to one workspace)
  • 1 to many ( one workspace to many person partitions)
  • many to 1 (Many workspaces to one person partition)

For more on workspaces and partitions, you can read this experience league doc by Adobe.

[AshleighMo]

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh 

Hi all! Before I post another quiz tomorrow I wanted to do a quick check in for the week. How are you feeling about the exam? How is studying going and do you have any specific questions from your studies? Also, how is work going, do you have any specific questions on a project you are working on? Happy to help troubleshoot. 😀

[ggerla]

Hi @AshleighMo, 

what I can find very helpful is to merge business needs and knowledge, so if I need to understand in a better context to solve a problem or find a solution, I'll double check with the documentation first, I'll look into the community, and search around the internet. 

Vice versa, speaking about segmentations throughout the quiz, I've found some idea to implement in my daily job (eg.: segmentation combination, how to manage them, etc).

Some topics that came out this week in my daily routine were:

- Deliverability issues  (I want 100% !!!! 😁)

- Improve and best practices for Engagement programs

- Dynamic email content vs Different emails - and how to get the best analysis outcome for email programs

- Sync improvement between Marketo and SFDC

Also, I think we can try out the mock exam in the next weeks, and see the results together. This could be totally helpful.

[uditmathur]

Hi,

I will also be interested to have a better understanding around Reporting & CRM Integration.

I think these 2 are the most powerful tools of Marketo & most underrated features at the same time.

Any thing around these topics will always be an addition to our knowledge. 

[AshleighMo]

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh Good morning and Happy Friday! I have some housekeeping and additional information for you to engage with - It's Fun Fact Friday and I have a pop quiz for you all. Please reply to this thread with your answers and we will discuss on Monday. 

Quiz #1: All about Segmentation

1. A user is looking to target leads by Job Level and is creating segmentation to support this initiative. The user has 2000 leads in the database. The breakdown is as follows: 500 have no job level, 1000 have individual contributor, 250 have C-Suite Executive, 50 have Director,  100 have VP, and 100 have manager. When the user approves the segmentation, how many will be in the Job Level segmentation?
   • A - 1500
   • B - 2000
   • C - 250
   • D - 500
2. Where in Marketo do you go to create segmentations?
   • A -Marketing Activities
   • B - Analytics
   • C - Admin
   • D - Database
3. How many segmentations can you have?
   • A - 100
   • B - 50 
   • C - 20
   • D - Unlimited
4. What is a use case for Segmentations?/Why use segmentations instead of filters in a smart list?
   • Open Ended Response Please
5. True or False: Leads can exist in more than one segment. 

Fun Fact: You cannot modify, move or delete the default segment.

Please Note: I am OOO June 5th (wednesday) for a volunteer day locally. I will be offline cleaning up a nature preserve so I will reply to any queries on Thursday/Friday. 

Last Request: Please head over to my other recent post and reply to the thread with your goals and topics of interest for the program. This will help me tailor the program to you all and ensure your needs are met with satisfaction. 

Thank you all and have a great weekend!

[Brenda_1040]

Happy Friday! Answers for week 2 quiz below:

Quiz #2: All about Admin/Maintenance Pt 1 - User Roles, Permissions and Workspaces

1. Marketer ABC is starting a new job and will work closely with the platform manager at Company XYZ. Marketer DEF is setting up the user role for the new employee. The main responsibilities for ABC will be building email campaigns, landing pages, and other related programs. Which role  should DEF provide for ABC? 2. Standard User
2. A marketer needs to assess their field mapping in marketo. They want to determine which fields exist and which are blocked for updates. Which role does the user need in order to access this type of information? 4. Admin
3. True or false: You can select which permissions are allowed when you create or edit a role. TRUE
4. Company X is just getting started in Marketo. They have multiple products that they sell. The 4 products are different but there is an opportunity to cross-sell to their audiences using shared assets such as images and emails. They are mapping out the setup of their instance and wondering what the best setup is for them. They think Workspaces will be the best fit for their situation. True or false: They should set up their instance into 4 separate workspaces. FALSE; They share marketing assets so workspaces wouldn't be the best tool for them within Marketo.
5. Which combination of assets cannot be shared across workspaces? 1. Email Templates, Emails, Landing Page Templates, Smart lists

[AshleighMo]

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh - 

Thank you all for participating thus far. You all did great. The answers to Quiz #1: All about segmentation are as follows:

1. B - 2000 (Default exists under each segmentation for anyone that does not meet the listed criteria so they will still be included). 
2. D - Database (You can navigate to the database section of marketo to view and create segmentations)

3. C - 20 (While you can only have up to 20 segmentations you can have up to 100 segments).
4. Use case: Dynamic content, etc. 
5. False - they cannot exist in more than 1 segment but they CAN exist in more than 1 segmentation. Ex.) Lead A has job level: VP and Region AMER. Lead A can exist in both job level and region segmentations. However, this lead cannot exist in 2 segments underneath 1 of the segmentations. If Lead A had both EMEA and AMER listed for their region (maybe they do business in both countries or something for the purpose of this example), then Lead A would only reside in the first segment they qualify for underneath the region segmentation (Let's say the order is AMER, APAC, EMEA, Lead A would only qualify for AMER).

I hope that makes sense! Looking forward to our next quiz this week. Would you all prefer topic based quizzes like this or a mix of topics for each quiz?