Hi Aisha, that’s a good example. Good job 🙂
Smart Lists: Use for flexible, real-time targeting based on behaviors and actions.
Segmentation: Use for more stable categorization based on demographic or firmographic data.
Your examples align with this:
Smart List: Targeting contacts who click a link or register for an event.
Segmentation: Categorizing contacts based on their country or language.
Thanks! @CatalinaP 😊 At Dayforce, I'll use smart lists for email campaigns when I need to target contacts based on changing criteria, like those who haven't loaded funds onto their DFW card within a certain time after activation. I'll use segmentation for creating fixed groups to send consistent content, such as regional newsletters like our Bi-Weekly EMEA Prospect Newsletter and Monthly AMER Customer Newsletter.
Thank you for sharing this @Kady-anne 🙂
@CatalinaP I use smart lists for dynamic and behavior-based targeting, where the criteria might change frequently, and immediate updates are necessary. I opt for segmentation when we need stable, mutually exclusive groups for consistent targeting and personalized dynamic content.
Hi team, let's go over the three main functionalities of Marketo forms today.
Marketo forms come with advanced functionalities that enhance the user experience and improve data accuracy. Three important features include input masking, visibility rules, and progressive profiling. Here’s a detailed look at each of these features:
Definition: Input masking ensures that data entered into form fields follows a specific format. This is particularly useful for fields like phone numbers, dates, and credit card numbers.
Benefits:
Implementation:
Example: For a phone number field, you might apply an input mask of (999) 999-9999, which formats the number as (123) 456-7890 as the user types.
Definition: Visibility rules allow you to show or hide form fields based on the values entered in other fields. This dynamic functionality helps create a more relevant and streamlined form-filling experience.
Benefits:
Implementation:
Example: If a user selects "Yes" for "Are you interested in our premium service?" a new set of fields (e.g., "Preferred Service Package") appears. If they select "No," those fields remain hidden.
Definition: Progressive profiling gradually collects more information about a lead over time through multiple form interactions, rather than asking for all information upfront. This reduces form abandonment and improves the user experience.
Benefits:
Implementation:
Example: On a first visit, a user might be asked for their name and email address. On subsequent visits, the form might ask for their job title and company name, while the previously collected information remains hidden.
Event Registration Form:
Newsletter Signup Form:
Demo Request Form:
By leveraging input masking, visibility rules, and progressive profiling, Marketo forms can significantly enhance user experience, improve data accuracy, and optimize lead generation and nurturing processes.
Now that we are in the final week of the program, I'm really encouraging you to take the practice exam (in training and test mode) and see which areas you need to improve.
https://app.rockinfo.com/courses/247 (requires log-in)
@CatalinaP Thank you for walking us through the practice exam. I found taking it very helpful and love that it provides you with the areas to work on before taking the final.