Hello to all of my fellow aspirants! As the program has come to an end, I am going to summarize the quizzes, give you additional resources to address other topics of interested and bid you farewell. As the program technically ended last week, I wanted to give you one more week of information. There is so much to cover and while we weren't able to cover it all in the few weeks we had, I trust that you will take the practice exam and look at the additional resources available to you (I will outline them here). Thank you so much for being a valued member of this program. I loved the engagement and hope you all will update this thread or email me with your results! After today, I will no longer be monitoring this thread actively. If I see a notification and can come back to the threads, I definitely will!
Resources:
Quizzes + Extra Knowledge:
Quiz #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
- Where in Marketo do you go to create segmentations?
- A -Marketing Activities
- B - Analytics
- C - Admin
- D - Database
- How many segmentations can you have?
- A - 100
- B - 50
- C - 20
- D - Unlimited
- What is a use case for Segmentations?/Why use segmentations instead of filters in a smart list?
- Open Ended Response Please
- True or False: Leads can exist in more than one segment.
Fun Fact: You cannot modify, move or delete the default segment.
More on segmentation:
https://nation.marketo.com/t5/product-discussions/segments-amp-smart-lists/m-p/349403/highlight/true...
Quiz #2: All about Admin/Maintenance Pt 1 - User Roles, Permissions and Workspaces
- 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?
- Admin
- Standard User
- Web Designer
- Analytics User
- 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?
- Marketing User
- Standard User
- Analytics User
- Admin
- True or false: You can select which permissions are allowed when you create or edit a role.
- 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.
- Which combination of assets cannot be shared across workspaces?
- Email Templates, Emails, Landing Page Templates, Smart lists
- Landing Page Templates, Email Templates, Snippets, Models
- Email Templates, Snippets, Smart Lists, Segmentations
- 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.
Quiz #3 All about Admin/Maintenance pt 2 - System Managed Fields, Syncing, Audit Trail
- True or False: System Managed Fields are editable fields created by Marketo.
- 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:
- Person Detail Page
- Lead Activity Log
- Related Smart Campaigns
- Database Tab
- 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?
- In Salesforce, there are 3 possible values for SFDC Type. Which combination is correct?
- Lead, Contact, Empty
- Lead, Partner, Contact
- Partner, Lead, Empty
- Client, Partner, Lead
- You can filter in the audit trail. True or false
- Which is correct about the audit trail functionality?
- A history of everything that has been done in Marketo for all time
- A history of everything that has been done in Marketo for a 6 month time period
- A history of almost everything that has been done in Marketo for 90 days
- A history of almost everything that has been done in Marketo for 6 months
Quiz #4: All about personalization / tokens - Marketing Activities
- A token is set up as follows:{{lead.Company Name:default=Your Company}} What is the purpose of the “default=” value in a token?
- Serves as a reminder to fill in the required information manually
- It will display exactly as written when rendering in an asset “Default=YourCompany”
- It will display a unique value for each lead depending on the information in that field
- It will display the same value for each lead based on the value after the equal sign if there is no value in the tokenized field.
- Where can a token be used in an email? Select all that apply
- Body Copy
- From Email Address
- From Name
- Subject Line
- True or false: A token can be used anywhere in an email using Marketo’s Email Builder
- Marketer ABC is creating an event program for a webinar their company is hosting next month via a third party platform. Marketer ABC is trying to decide which token is the appropriate one to use to deliver a unique URL to each registrant to join the webinar. Which token is the correct one to use for this situation?
- {{my.Webinar URL}}
- {{member.Webinar URL}}
- {{program.Webinar URL}}
- {{lead.Webinar URL}}
- My Tokens can be utilized when sending an email from Sales insight on either Microsoft Dynamics or Salesforce. True or false
Fun fact: There is a naming structure for where tokens are created.
Local Token: created in that program or folder (token is local to the program)
Inherited Token: Token created up the tree in a higher level program or folder
Overridden Token: Inherited and someone made an exception in the program or folder
You can create global variables (tokens) and then override them at lower levels in the tree.
Because of this, make sure that references to tokens are not broken when you are moving programs and folders.
moving programs and folders.
Quiz #5: Marketing Activities - Programs, Smart Campaigns and Lists
- There are 2 ways to send an email, smart campaign and email send campaigns. True or False
- A static list is a list of leads that Marketo pulls together from your filter smart list criteria. True or False
- Marketer ABC is creating an event program to house event attendees from a tradeshow, or in person event, and send them an email follow-up now that the event has concluded. The program contains: an email, a smart campaign and a static list. The smart campaign smart list is set up as follows:
- Program is: Tradeshow Event
- Member of program: True
When checking the program schedule to see how many people would be sent the email, there are 0 people in the smart campaign schedule tab. Assuming the list was uploaded prior, What is the issue?
A - The Marketer needs to create the flow steps first.
B - The Marketer should look at the control panel to view the number of leads.
C - The filter used is incorrect, it should reference the static list
D - There is no issue with the setup.
- There are 4 program types in Marketo, what are they?
- Email, Event, Default, Webinar
- Engagement, Event, Email, Social Media
- Email, Nurture, Event, Default
- Event, Default, Email, Engagement
Quiz #6 Marketing Activities and Reporting:
- What does Marketo call "person" in relation to Salesforce?*
- Accounts and contacts
- Leads and records
- Records and persons
- Contacts and leads
- For an A/B test, What is the minimum wait time between the test send and the winner send?
- 1 hour
- 4 hours
- 8 hours
- 24 hours
- What does the term exhausted mean?
- People that have hit their communication limit for the day
- People that have unsubscribed from receiving too many emails
- People that have received all of the emails in the stream
- The program content has expired and needs refreshing
- True or False - Email reports can be grouped by segmentation.
- True or False - The clicks on an email link performance report show the number of unique clicks.
- What does it mean if a marketo report shows “malformed link”?
- An invalid/empty link was added to an email
- The link is redirecting to a new url
- The link is missing the https://
- There’s nothing wrong with the link, the report is displaying an error.
Quiz Answers:
Quiz #1 Answers:
- 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) - 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).
Quiz #2 Answers: All about Admin/Maintenance pt 1 - User roles and permissions.
- B - Standard User
- D - Admin
- True - You can select the permissions for the roles that you can create and edit. Remember that you cannot modify Admin or standard user.
- False - They want to share assets across multiple products so this would not be the best option for them.
- 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.
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.
Answers for Quiz #3:
- False - these are NON-EDITABLE fields.
- 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.
- False - the sync is bi-directional for lead and contact entities in Marketo.
- 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.
- True - This will increase ease of use to find a particular scenario.
- 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.
Quiz #4 Answers:
- D - same value for each lead based on the value after the equal sign. Ex.) For a token ( {{lead.Company Name:default=Your Company}} ) - If the company name field is left blank for a record, then the value that would display when rendered is " Your Company"
- A,B,C,D (All answers)
- False - a token cannot be used in the preheader of an email unless you use your own HTML in an email template.
- B Member.Webinar URL - Member tokens are used to insert unique values from third parties such as On24, etc. These are generated by the service provider, not marketo.
- False - My tokens will not populate on emails sent this way. However, Standard tokens can be utilized here. Default values for tokens will work in these scenarios.
Answers Quiz #5:
- True - create a smart campaign with your desired audience or use the control panel of an email blast. A smart campaign can provide more flexibility because you can utilize flow steps such as wait, request a campaign, etc.
- False - That is a smart list. A static list means that the list is unchanging. You upload a list or add people to the list via a smart campaign and they remain there. There is no fluctuation in the list.
- C - The filter in the smart list is incorrect. Since it was an in person event and there were no integrations (such as splash) mentioned, we have to assume that the leads would be uploaded into marketo to a static list.
- D - Event, Default, Email, Engagement.
- Some people use the word nurture interchangeably with engagement but the official name in marketo is engagement program. Social media and webinar are not program types, but could be channel types.
Answers to Quiz #6
- D Contacts and Leads
- B 4 hours
- C People that have received all of the emails in the stream
- False - Not ALL email reports can be grouped by segmentation. Email Performance can be grouped as such but email link performance cannot.
- False - That is true for the email performance report. For the email LINK performance report people shows the unique number of people that clicked which is essentially the unique number of clicks.
- A - an invalid/empty link was added to an email. Check any associated tokens that may be involved in pulling in the url, etc.
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