🗣️ [Mentor Catalina Paduraru] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

[megangregory]

I get an error message on the form -says I am not connected.  Not sure what else to try on that?

[CatalinaP]

Hey, Megan, it works just fine for me. If the issue still persists, try refreshing the page or accessing the link multiple times until the content loads. 
Team, is it working for the rest of you?
@Kady-anne 
@aisha_owens 
@kategriffin
@nkhan2
@sahil_1512

[Kady-anne]

Hey @CatalinaP & @megangregory yes, I was able to successfully complete the form. You may need to sign-out, then sign-in again.

[megangregory]

Yes got it working!  Had to refresh the screen a few times and then it worked!

[aisha_owens]

@CatalinaP Yes, I was able to successfully complete the form! Thank you!

[CatalinaP]

Hi team, let's discuss Communication Limits.

In Marketo, communication limits are settings that help manage the number of emails a person receives within a certain period. These limits ensure that leads are not overwhelmed by too many messages, which can help prevent unsubscribes and maintain engagement. Here are the key aspects of communication limits in Marketo:

https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/administration/email-setup/ena...

1. Setting Communication Limits:

• Go to the Admin panel.
• Navigate to Communication Limits section.
• You can set daily and weekly email limits for your entire database.

2. Daily and Weekly Limits:

• Daily Limit: The maximum number of emails a lead can receive in one day.
• Weekly Limit: The maximum number of emails a lead can receive in one week.

1. Managing Exceptions:

• Certain critical emails can be marked as operational, which allows them to bypass communication limits. These emails are typically transactional or essential communications.
• You can designate specific emails as high priority to override the limits for certain campaigns or leads.

1. Best Practices:

• Regularly review and adjust communication limits based on engagement data and feedback.
• Segment your audience to tailor email frequency based on user preferences and behaviors.
• Combine email campaigns with other marketing channels to reduce the reliance on email and avoid hitting communication limits.

Apply Communication Limits to Smart Campaign

https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/administration/email-setup/ena...

Applying communication limits to Smart Campaigns in Marketo ensures that your leads are not overwhelmed with too many emails, which can lead to higher unsubscribe rates and lower engagement.

This applies only to batch campaigns and email programs.

Here's how you can apply communication limits to Smart Campaigns:

Go to Admin section, click Smart Campaign, click Edit, enter a limit, and then click Save.

This limit is applied to all the Smart Campaigns but can be overridden at campaign level.

Learn how to override person restrictions in a Smart Campaign: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/smart-ca...

By effectively using communication limits in Marketo, you can enhance the effectiveness of your email marketing efforts while maintaining a positive relationship with your audience.

[kategriffin]

Thanks, @CatalinaP!  We use limits, and I sometimes face issues where I need to send emails outside of our designated send days while staying within our limits. It's great to know that we can designate specific emails as high priority to override the limits for certain campaigns or leads.

[CatalinaP]

Let's continue our learning addressing Segmentation in Marketo.

Segmentation in Marketo is a powerful feature that allows you to divide your audience into distinct groups based on specific criteria. Here’s an overview of how segmentation works in Marketo and how you can use it effectively:

• https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/personalization/segmentation-a...

You can create up to 20 segmentations with 100 segments each.

A person will qualify for the first matching segment in the order defined.

Creating Segments in Marketo

Here’s a step-by-step guide to creating segments in Marketo:

Access the Database: Go to the “Database” section in Marketo.

Click on “Segmentation” and then “New Segmentation.”

Name your segmentation and provide a description if necessary.

Define Segment Rules:

https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/personalization/segmentation-a... 

Add segments by specifying the criteria for each segment.

Criteria can include demographic details (e.g., age, gender), firmographic information (e.g., company size, industry), behavioral data (e.g., email opens, website visits), or any custom fields.

Order of Segments:

Segments are evaluated in order from top to bottom. If a record meets the criteria for multiple segments, it will be placed in the first segment for which it qualifies.

You can drag and drop segments to rearrange the order.

Activate the Segmentation:

Once you’ve defined all segments and set the order, activate the segmentation. This will process the database and assign records to the appropriate segments.

Using Segments

Smart Campaigns: Use segments as filters in smart campaigns to target specific groups with tailored messages.

Dynamic Content: In emails or landing pages, use dynamic content to show different versions of content to different segments.

Analytics: Analyze performance metrics (open rates, click-through rates, conversions) by segment to understand what works best for each group.

Best Practices

Keep it Simple: Start with a few key segments and expand as you gather more data and insights.

Regular Updates: Regularly review and update segmentation criteria to ensure they remain relevant as your audience and business goals evolve.

Data Quality: Ensure your data is accurate and up-to-date, as poor data quality can lead to ineffective segmentation.

Examples of Common Segments

Geographic Segments: Based on location (e.g., country, region, city).

Demographic Segments: Based on age, gender, income, education level.

Firmographic Segments: Based on company size, industry, job role.

Behavioral Segments: Based on past interactions with your brand (e.g., purchase history, website activity).

Engagement Segments: Based on how engaged individuals are with your content (e.g., frequent openers, inactive subscribers).

[CatalinaP]

Hi team, @Kady-anne , @aisha_owens , @megangregory , @kategriffin , @nkhan2 , @sahil_1512 - something to think about:

when should we use smart lists instead of segmentation, and vice versa? Can you think of some examples? Eager to hear your thoughts on this. 🙂 

[aisha_owens]

Good morning and afternoon everyone!

I think we'd use a smart list instead of segmentation when we want to be more flexible with the contact's parameters. For example if a contact clicks on a link or attends/registers for an event but for segmentation we'd want to use that if a contact lives in a certain country or speaks a specific language?