🗣️ [Mentor Carla Cabaceira] 🌟 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, Carla Cabaceira (@Carla_Cabaceir1) 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 Professional (AD0-E555) exam, through to the end of the program.  

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

2x certified Marketo Engage Expert

Since 2014, I have accumulated about ten years of dedicated Marketo experience, developing deep expertise in marketing automation and supporting and training global teams. I am well-versed in demand generation best practices, scoring methodology, and understanding how systems interact with each other. My work at HID has been particularly impactful, as I have implemented several automated processes, significantly enhancing lead velocity and sharing between different business units.

Aspirants mapped to @Carla_Cabaceir1 

1. @Tonita 
2. Abilash Jaibaskaren
3. Josie Groom
4. @SunnyD 
5. @tshewang 
6. @Kiran 

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 Carla, 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 Carla 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 Professional (AD0-E555) 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 

[Carla_Cabaceir1]

That's awesome @abilashbaskaren ,

thank you for updating it with the latest, this will help everyone else that may have the same question.

[Carla_Cabaceir1]

Happy Wednesday everyone!

1. @Tonita 
2. @abilashbaskaren 
3. Josie Groom 
4. @SunnyD 
5. @tshewang 
6. @Kiran 

Q: What are smart campaign flow steps?

A: Smart Campaign flow steps are the actions that Marketo will execute on leads that qualify for the campaign.

These steps determine what happens to leads once they meet the campaign's Smart List criteria.

Understanding and effectively utilizing Smart Campaign flow steps is essential for automating and optimizing your marketing efforts in Marketo Engage. Familiarize yourself with the different flow actions, learn how to use tokens and conditional steps, and always test and monitor your campaigns to ensure they deliver the desired outcomes. 

Here are a few flow actions:

Flow Actions:

1. Send Email: Sends an email to the qualified leads.
2. Change Data Value: Modifies the value of a field on the lead record.
3. Add to List: Adds the lead to a static or dynamic list.
4. Remove from List: Removes the lead from a static list.
5. Change Program Status: Updates the lead's status within a program.
6. Wait: Pauses the flow for a specified amount of time before proceeding to the next step.
7. Request Campaign: Requests another campaign to run on the lead.
8. Score: Adjusts the lead score by a specified amount.
9. Change Owner: Changes the owner of the lead in CRM.
10. Sync Lead to SFDC: Synchronizes the lead with Salesforce (if integrated).

[tshewang]

Happy Wednesday @Carla_Cabaceir1 

That's a great explanation about Flow Steps. My personal favorite is using tokens in the Flow Step to further automate our smart campaigns.

[Carla_Cabaceir1]

Happy Monday everyone,

Here's our quiz:

1. Email Marketing

What is the primary function of a Smart Campaign in Marketo?

• A) To create email templates
• B) To automate marketing activities and workflows
• C) To generate reports
• D) To manage user roles and permissions

1. @Tonita 
2. @abilashbaskaren 
3. Josie Groom
4. @SunnyD 
5. @tshewang 
6. @Kiran 

[tshewang]

Hi @Carla_Cabaceir1 

Answer: B) To automate marketing activities and workflows

[Carla_Cabaceir1]

Thank you for your engagement, @tshewang; your answer is correct!

B) To automate marketing activities and workflows

[tshewang]

Hi @Carla_Cabaceir1 

Question: We have a drip campaign that uses the Default Program with smart campaigns to send multiple emails at irregular cadence, e.g. 1 day, 3 days, 5 days, etc. We prefer sending these emails in the recipients' time zones, but smart campaigns don't have that option. In this case, do you have any workarounds?

[Carla_Cabaceir1]

Hi @tshewang 

You'll have to set the flow steps on the send smart campaign based on the region or country to send it to at a certain time.  On the schedule tab, send it to the earliest region; in the attached image, you can see the earliest is APAC.

example: 

Hope this helps,

Let me know

Thank you,

Carla

[tshewang]

Hi @Carla_Cabaceir1 

Yes, it makes sense. So if I have three time zones, I'd have to add three Send Email flows with Wait Steps for each email in the drip campaign.

Thanks!

[Carla_Cabaceir1]

Hi everyone,

1. @Tonita 
2. @abilashbaskaren 
3. Josie Groom
4. @SunnyD 
5. @tshewang 
6. @Kiran 

To start, we will have a simple quiz.  I will be posting questions and best practices throughout the week. Please let me know which one is the correct answer.

Which program types would you use to create a new channel for lead nurture?

a. Default
b. Event
c. Engagement
d. Email

[tshewang]

Answer: a. Default
@Carla_Cabaceir1 

[Carla_Cabaceir1]

@tshewang ,

Thank you, is not a. Default, give it another try

[tshewang]

Lead nurture would be c. Engagement Program.  Missed the nurture part 🙂
@Carla_Cabaceir1 

[Carla_Cabaceir1]

That's correct @tshewang 

c. Engagement Program

Here's a brief explanation of an Engagement program:

Engagement Programs nurture leads over time with a series of automated emails. They are perfect for drip campaigns, where content is sent at intervals to keep leads engaged.

Sample: A series of welcome emails sent to new subscribers over a period of weeks.

Program Structure:

Streams: Different stages or tracks of content (e.g., Welcome Series, Educational Content).
Smart Campaigns: Control the flow of leads through streams based on their behavior.
Emails: The content for each stream.
Reports: Engagement metrics to track lead progression and content effectiveness.

Note: You can also add a "Default program" as a nested program to an Engagement program.

Here are all the assets you can add/use in an Engagement program; some, like the Account Smart list, will appear or not depending on if you have purchased TAM.

Link for more details: Understanding Programs | Adobe Marketo Engage

[tshewang]

Thanks @Carla_Cabaceir1.  I didn't even know there was an Account Smart List because we don't have a TAM license.

In the certification exam, will they include questions related to features that only come with add-ons such as TAM?

[Carla_Cabaceir1]

Hi @tshewang, I don't think so. The question about programs will be more related to each program type and why/when it is adequate to use each one. 

TY,

Carla

[Carla_Cabaceir1]

Welcome to the Mentorship Program! I'm super excited to help you all on this journey! Feel free to ask me any questions as they come up. I'll also be posting resources and a quiz every Monday related to Adobe Marketo Engage Professional (AD0-E555)

1. @Tonita 
2. @abilashbaskaren 
3. Josie Groom
4. @SunnyD 
5. @tshewang 
6. @Kiran 

My quizzes and questions will start with:

Section 1: Building and managing programs (39%)

• Identify when to use each of the 4 program types.
• Identify why/when to use the event program.
• Identify why/when to use the default program.
• Identify the special features of engagement program.
• Identify the special features of email program.
• Recognize what can be cloned.
• Identify the benefits of custom tags.
• Identify the purpose of channels.
• Describe the importance of Period Costs.
• Recognize the concept of using lead scoring.
• Understanding Communication limits.
• Recognizing program membership and acquisition.
• Understanding customer preferences (subscription, communication).
• Apply best practices for review prior to launch.

Kind regards,

Carla

[Carla_Cabaceir1]

Hi all, 

I hope your week is going well so far.

1. @Tonita 
2. @abilashbaskaren 
3. Josie Groom
4. @SunnyD 
5. @tshewang 
6. @Kiran 

Here are a few additional resources for the Four Marketo Program types:

https://docs.google.com/document/d/1N-hJNKmYVBSMvMu6GaIos2iQg9jLHp7Cp1ZQ3oz7ikk/edit?usp=sharing

Let me know if you can't access this Google doc.

I also found this video with information on Marketo Program types:

Marketo program type (youtube.com)

From the course prep: Adobe Marketo Engage Professional Prep Guide (rockinfo.com)

Happy study, and please look out for the next quiz on Monday. "Understanding Program Memberships"

Thank you,

Carla

[tshewang]

Thanks @Carla_Cabaceir1 

Youtube video was great! But I couldn't access the Google Doc. It needs additional permission.

[Carla_Cabaceir1]

Thank you @tshewang 

Please try this link: https://docs.google.com/document/d/1N-hJNKmYVBSMvMu6GaIos2iQg9jLHp7Cp1ZQ3oz7ikk/edit?usp=sharing

Happy Friday 🙂

Carla

[tshewang]

This link works. Thank u @Carla_Cabaceir1  and happy Friday 😊