🗣️ [Mentor John Grundy] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Jon_Chen · ‎05-23-2024

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, John Grundy (@John_Grundy1) 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, John:

John is a Marketing Technology Senior Manager with 13+ years of digital marketing experience. In his role at Accenture, John works with clients on the implementation and evolution of their marketing tooling, architecture, operations, and execution. He holds certifications in five different Adobe Experience Cloud applications, but his core expertise is in Marketo Engage - of which he has twice been named as Adobe Champion. Originally from Australia, John now lives in The Netherlands.

Aspirants mapped to @John_Grundy1

How to Participate

Aspirants’ goal is to clear their Adobe Marketo Engage Certification during the duration of the program: May 17th , 2024 – June 21st, 2024.
Aspirants: Post your Questions in this thread to connect with your Mentor John, and your fellow Aspirant peers.
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 John 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

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

Cheers,

Jon

John_Grundy1 · ‎06-23-2024

Hi @stevenkane, @puneetk, @bflynn-ciena, @HallJu9, @jelissag

We're at the end!

I hope you've made it through all this week's topics on reporting. As usual a few re-cap questions below to test your knowledge in preparation for the exam.

If you haven't yet (or even if you have, great to do it a few times), don't forget about the Practice Exam available on the Adobe Certification Exam Prep Portal

If you've not done an Adobe Certification Exam before, it's good to read up on the exam experience beforehand. They are proctored, so you'll be in a 'locked' virtual environment with a proctor observing you and your physical environment. Here is a nice blog giving an overview of what to expect.

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Section four was focussed on Reporting
Exam Topics

Given an outcome of a campaign, determine how to set up a program to provide the best reporting
Given a scenario, be able to investigate and assign the appropriate acquisition program

Knowledge check

After studying up on Reporting, here are a few questions to check your knowledge:

Which report type can you add custom columns to based on a smart list?
If I wanted to see the number of people per program status across a program type/channel, which report would you use?

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Good luck with your upcoming exams!
And as always, please post any questions to this thread if you need.
Finally, I'd love to hear how you got on - Please share the good new here and feel free to add me on LinkedIn too.

HallJu9 · ‎07-03-2024

Hi @John_Grundy1,

Thank you for all the help throughout the program! I have a quick follow-up question as I prepare to schedule my exam. Will we be notified if we receive an exam fee waiver? In the initial emails, it was mentioned that we could get a 100% or 50% exam fee waiver so I just wanted to check before scheduling my exam. Thanks so much!

Cheers,

Justin

John_Grundy1 · ‎06-14-2024

Hi @stevenkane, @puneetk, @bflynn-ciena, @HallJu9, @jelissag

How was your week learning about Lead and Data Management?

Exam topics
Hopefully now you know all the ins-and-outs of:

Lead Scoring
Interesting Moments
Managing data quality
Data retention policies

Knowledge Check

After reviewing the week 3 material, have a go at answering these questions. Please share your answers or questions as a reply to this post.

Does a transition rule push or pull people from one stream to another?
If you wanted to reset the value of a Scoring field, or set it to a specific number, what is the format of the value you would type into the flow step?
You had an Interesting Moment configured according to best practices (i.e. centralized and leveraging {{trigger.tokens}}. In testing, you notice that {{trigger.Details}} doesn’t show anything for an Opens Email activity. Why might this be?
You’re creating a Segmentation, and your segmentation rule contains an OR statement in some of the filters. As a result, a person could now potentially qualify for more than one segment. Which segment will they end up in?

Extra knowledge check

With only one module to go, maybe you’re doing some other preparation exercises. One I’d recommend is the practice test. To do this:

To take the practice test:

First, log in to the Adobe Credential Management System with your Adobe ID.
Then, go to the Adobe Certification Exam Prep Portal to find your practice test.

There are some nice quizzes on Quizlet, like this one you can try.

Next week: Reporting

And as usual, please reply with any questions.
Good luck, and I hope you have a great week!

jelissag · ‎06-21-2024

Knowledge Check

After reviewing the week 3 material, have a go at answering these questions. Please share your answers or questions as a reply to this post.

Does a transition rule push or pull people from one stream to another?
- They pull into a stream.
If you wanted to reset the value of a Scoring field, or set it to a specific number, what is the format of the value you would type into the flow step?
- +/- digit (example +5)
You had an Interesting Moment configured according to best practices (i.e. centralized and leveraging {{trigger.tokens}}. In testing, you notice that {{trigger.Details}} doesn’t show anything for an Opens Email activity. Why might this be?
- It is returning an empty string. {{trigger.Details}} only returns detail for Hard and Soft Bounces.
You’re creating a Segmentation, and your segmentation rule contains an OR statement in some of the filters. As a result, a person could now potentially qualify for more than one segment. Which segment will they end up in?
- The first segment they qualify (in the order the segments are listed)

Thank you for the additional resources. I passed (barely) the practice test. The quiz cards will be helpful

John_Grundy1 · ‎06-23-2024

Hi @jelissag

Great answers!

For scoring fields, don't forget that you can also (re)set the score to a specific value with the = control - like =0 will reset the score field value to 0.

Glad to hear you've had a chance to do the practice exam too - it's a great way to also help understand which areas and topics might need a bit more foucs.

As always - feel free to drop any questions in this thread if they arise.

HallJu9 · ‎06-17-2024

Hope everyone is having a great start to the week!

Does a transition rule push or pull people from one stream to another?

Pull

If you wanted to reset the value of a Scoring field, or set it to a specific number, what is the format of the value you would type into the flow step?

To reset the value of the Scoring field or set it to a specific number, we can use the format "change score to = [value]." We could also use (+) or (-) from the current score too.

You had an Interesting Moment configured according to best practices (i.e. centralized and leveraging {{trigger.tokens}}. In testing, you notice that {{trigger.Details}} doesn’t show anything for an Opens Email activity. Why might this be?

Not 100% sure but I believe it most likely does not show anything because there are no additional details to provide outside of that the email was opened.

You’re creating a Segmentation, and your segmentation rule contains an OR statement in some of the filters. As a result, a person could now potentially qualify for more than one segment. Which segment will they end up in?

The first segment they qualify for.

John_Grundy1 · ‎06-08-2024

Hi @stevenkane, @puneetk, @bflynn-ciena, @HallJu9, @jelissag

Firstly, I hope you found some time to go through Section 2 of the Exam Prep Guide.

A few other quick notes:

I’ve added some answers to last week’s question on the Week 1 recap thread, take a read and feel free to drop any questions there!
If you’re keen to get your exam Scheduled, you can also request at 50% discount voucher for your exam as a member of this program (and a reminder, your engagement in the weekly threads could also make you eligible for a 100% certification exam voucher)

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Last week's focus: Marketing Activities/Campaign Management

Exam topics
A bit topic, representing 46% of the overall exam questions – but probably the area you work in most too! This section covers:

Understanding the different program types, when to use them, and how to set them up
Demonstrating you can translate a requirement into a campaign/build in Marketo Engage based on a scenario
Demonstrating knowledge on core concepts like A/B testing, PMCF, Webhooks, Communications Limits, Forms, and Tokens
Showing you understand the application and how you’d troubleshoot an issue

Knowledge Check

After reviewing the week 2 material, you should be able to answer these questions:

Before you can use dynamic content, you need what to be set up?
What is use case of a snippet?
True or False: If a 'request campaign' is used in a flow; the next flow step in the requesting campaign will only run after the requested campaign is complete?
What are the three options when setting how many times a person can run through the smart campaign
What is a use case for a my.token? And what three states can a my.token be in?

I’d love to hear your answers to these – please reply to this post and lets discuss in the thread!
Of course, if there are any questions outstanding from Section 2, please add them to this thread too.

This week's focus: Lead and data management

HallJu9 · ‎06-11-2024

Before you can use dynamic content, you need what to be set up?

Segmentations

What is use case of a snippet?

Can be used on landing pages or emails. A use case could be to create a snippet for sales rep email signatures with their personalized contact info and use that so you don't have to create a signature each time and can use it repeatedly across different emails when needed.

True or False: If a 'request campaign' is used in a flow; the next flow step in the requesting campaign will only run after the requested campaign is complete?

False, the request campaign runs in parallel with any additional flow steps

What are the three options when setting how many times a person can run through the smart campaign

Once
Once every X days
Every Time

What is a use case for a my.token? And what three states can a my.token be in?

Use case for a my.token could be having a my.token for a global UTM parameter (my.globalUTM) to include on clickable links in an email w/in a email program template.
3 states a my.token could be in: Local, Overriden, Inherited

One question: What are some good use cases for trigger and PMCF tokens?

John_Grundy1 · ‎06-12-2024

Thanks @HallJu9

Seems like we need harder question for this week's recap 😉

To answer your question:

What are some good use cases for trigger and PMCF tokens?

(assuming two separate questions: use cases for triggers and use case for PMCF)

Triggers

Smart campaigns can be set as either two types: Scheduled Batch or Trigger.
Triggers are constantly 'listening' for the specific action to happen (e.g. Added to list, Filled out form, Person is created) - once it identifies a person record that does this action, and it meets any filter conditions added to the Smart List, they will move onto the flow. Note: that if you have multiple triggers in a Smart List, they are considered as ORs (e.g. Person is created OR Added to List). To make a trigger start listening for the action, in Schedule tab of a Smart Campaign you'll just get the 'Activate' button.

Scheduled Batch campaigns on the other hand only run as per the scheduled date+time or recurrence as configured in the Schedule tab of the Smart Campaign. For a Batch, you don't activate, but either 'Run Once' or 'Schedule Recurrence'

PMCF - Program Member Custom Fields

Before we had PMCF, all data fields belonged to a person or company. With PMCF, you can have a field value that is specific to a person AND the program they are member of. So, if you had an event registration form and there was a required question on number of additional guests, dietary preference, t-shirt size - things you don't really want to create a Person-level database field for, a PMCF is the perfect solution.
In a previous instance I worked in, we'd sometimes also need to have a custom value added to an email. This was often added via a list import to a 'temporary' field. The problem would be if multiple users needed to do this at the same time - the field value would be overwritten and a user would get out-of-context value in their email. Leveraging PMCF here is ideal, given that the value for this field is local to that specific program, and each program could have it's own value.
Other use cases could be to capture campaign parameters (like UTMs). Each program a person becomes a member of , you can preserve those UTMs in that program, rather than a Person-level field that keeps getting overwritten.

A tip: There can only be 20 PMCF fields created, so best to call them something generic. I use something like Local 1 - String (Local, like how a my.token is local to a program + field type). Then in the program description, make a as to what value is stored in that field (e.g. Local 1 - String = t-shirt size).

HallJu9 · ‎06-17-2024

Yep, 2 questions there! Should have phrased that a bit better hah. Thanks for replying back with those use cases!

I think the one thing that has confused me (even though it's probably pretty straightforward) when reviewing Trigger tokens information was understanding the difference between {{trigger.Trigger Name}} and {{trigger.Name}} and when one should be used over the other. For instance the image below (https://theworkflowpro.com/marketo-trigger-tokens/). I don't quite understand when I should be using 'Trigger Name' vs. 'Name' and what the best practices may be for using them.

John_Grundy1 · ‎06-17-2024

Hi @HallJu9
Great question - and one I have to always double check - but you're right, it's a pretty straight forward answer (once you get the order right).

{{trigger.Trigger Name}} - this is the name of the trigger that initiated the flow (e.g. Opened email; Filled out Form etc.)
{{trigger.Name}} - this is the name of the asset that form which the above trigger happened.

So, if you had a string like:
{{trigger.Trigger Name}} {{trigger.Name}}. Link: {{trigger.Link}}
In text it'd translate to:
Clicked link in Email NL-EMEA-2024-06-Issue 14-1234. Link: https://www.website.com/link

HallJu9 · ‎06-17-2024

Thanks @John_Grundy1! That was really helpful to see with the example you had laid out.

John_Grundy1 · ‎06-03-2024

Hi @stevenkane, @puneetk, @bflynn-ciena, @HallJu9, @jelissag

I hope you managed to make it through the first module of study!

Depending on your role and access to your company’s Marketo Engage instance, it could be the hardest go get hands-on with. But if you have any questions, please add them to this thread!

I’ve noticed some issues with the availability of the exam prep guide link above – but it seems like it’s back online here.

Adobe Marketo Engage Business Practitioner Expert Prep Guide

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Last week's focus: Administration and Maintenance

Exam topics
Representing 12% of the overall exam score, this section covers:

Determine the mapping process between Marketo and CRM
Identify what happened to an asset using the Audit Trail
Recognize differences between users and roles
Given a scenario, identify the best fit for using workspace and partitions
Identify CRM platforms with native Marketo synchronization
Given a scenario, locate where information is referenced
Illustrate the benefits of the folder structure and naming conventions

Knowledge Check

After reviewing last week’s material, you should be able to answer these questions:

What is a Workspace, and when is a Workspace required (instead of a great folder structure)?
What is the difference between the Activity Log and Audit Trail? – specifically which data you can find in which
A folder containing a triggered Smart Campaign was converted to an Archive folder – will this trigger still be running?
If you’re wanting a new field synced between your Marketo Engage instance and CRM system, in which platform should you create it first?

If you’re not sure on the answers to these, or would like to discuss anything from the topics this week – reply to this post, and discuss in the thread!

This week's focus: Marketing Activities/Campaign Management (46% of the exam!)

John_Grundy1 · ‎06-08-2024

I hope you were able to answer these questions based of your self-study, but quickly, here are some answers:

What is a Workspace, and when is a Workspace required (instead of a great folder structure)?
A Workspace a ‘container’ which can be configured in Admin based on certain business needs – for example different market units or brands working from the one Marketo Engage instance. Yes, you could achieve the same with a great folder structure too, but Workspaces bring two additional benefits:
1) you can grant user access to specific workspaces (no not every user can see everything in an instance – not the case with folders)
2) you can link a Workspace to a database Partition and control what records a certain user can access within in the instance
(Do note though that Workspaces and Partitions are only in certain product tiers or a paid add-on)
What is the difference between the Activity Log and Audit Trail? – specifically which data you can find in which
You’ll find the Activity Log on the database record of a person – it includes all the details Marketo Engage tracks (email send, open, click, fills out form, data value change, score changes, program membership etc.)
Audit Trail however tracks a list of changes that Marketo Engage users have made, like login history, approving an email, editing a Smart Campaign, Creating/Cloning/Deleting a program etc.
A folder containing a triggered Smart Campaign was converted to an Archive folder – will this trigger still be running?
One to watch out for - Active Smart Campaigns in an Archive folder will still run!
Apart from tidying up your program tree, one of the big benefits of an archive folder is to also hide old programs from showing up in the search/type ahead when building a flow.
If you’re wanting a new field synced between your Marketo Engage instance and CRM system, in which platform should you create it first?
There’s always additional considerations when setting a sync, but generally you’ll want to first create the field in your CRM system, then go to Admin and add this field to those that flow in to Marketo Engage. In doing so, a field will also be created in the database and it’ll already mapped to the field in CRM.

Hopefully all clear, but feel free to comment on this thread if any questions (on the above or anything from week 1’s topics)!

John

jelissag · ‎05-28-2024

I'm Jelissa, based in New York and working at Arup, a multidisciplinary engineering firm that's increasingly recognizing the potential of content management to influence its positioning. I manage our email campaign pipeline, monitor data quality across systems, and localize global strategy to help us capitalize on that potential. I'm looking forward to formalizing my 2 years of experience with the Business Practitioner certification.

My favorite ice-breaker: What game show do you think you could win?

Lingo! It prepared me for Wordle craze of 2021 / 2022.

bflynn-ciena · ‎05-29-2024

Hi everyone, my name is Bryan and am currently working at a telecomm tech company Ciena, and am based a little outside Baltimore, MD.

I manage our Marketo and Target instance, and currently focus mostly of our efforts on assisting other teams execute on their strategies. I am looking forward to getting certified and bringing some of the foundational best practices into our marketing strategy here.

I think I would have to be very lucky to win any gameshow, but the only reason I would ever want to be famous is for a chance to go on Celebrity Jeopardy, because at least I can answer some of those questions!

And a random Marketo Community question to start things off, does anyone know if/how I can change my Community user name (away from bflynn-ciena)?

John_Grundy1 · ‎06-01-2024

Welcome Bryan!
Really nice that you're working with Marketo & Target!
Do you happen to have Audience Manager in the middle too to be able to share audiences between the tools?

And unfortunately, I haven't been able to find a way to update user tag on the platform either

bflynn-ciena · ‎06-03-2024

Thanks John! We have discussed getting the CDP with our Adobe rep, but right now are only sharing lists between the two. I'm also interested in new ways to use the two together though!

John_Grundy1 · ‎05-29-2024

Hi @jelissag 👋
Welcome - Great to have you here!

@stevenkane, @puneetk, @bflynn-ciena, @HallJu9 - please reply to to this thread with a quick introduction too.

Let's get these certifications 🚀

stevenkane · ‎05-29-2024

Hello all! I am Steven Kane and work in New York City for Citrin Cooperman, a CPA firm that provides attest, tax, advisory, and business consulting services. I run the firm's crm and marketing automation platforms. Looking forward to the process!