🗣️ [Mentor Josh Hill] 🌟 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, Josh Hill (@Josh_Hill13) 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 Architect Master (AD0-E560) exam, through to the end of the program.  

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

 

 

Josh Hill is a marketing technology and operations leader who builds go-to-market infrastructure for the full customer lifecycle. He has led global martech teams delivering large scale lead flow, campaign operations, and omnichannel capabilities. He has 20+ years of experience in technology, sales, and B2B marketing. Over his career Josh has worked with dozens of organizations and thousands of marketing operations professionals to accelerate their funnels and careers. 

Aspirants mapped to @Josh_Hill13 

1. @Carlito_Jay_Ala 
2. @Zoe_Forman 
3. @Vinay_Kumar 
4. @sydney 
5. @EdusBro
6. @Blake-Lucid 
7. @caseytmuller 

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 Josh, 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 Josh 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 Architect Master (AD0-E560) 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 

[Jon_Chen]

Hi Everyone,

Thanks for calling this out. We had an issue with the URLs breaking after the exam content was updated. Please access the below links for your Exam Prep Guides moving forward.

Adobe Marketo Engage (AD0-E555)	https://app.rockinfo.com/courses/247
Adobe Marketo Engage Business Practitioner  (AD0-E559)	https://app.rockinfo.com/courses/144
Adobe Marketo Engage Architect (AD0-E560)	https://app.rockinfo.com/courses/248

We will be setting up redirects for the broken links shortly.

[Josh_Hill13]

The link definitely was working, hopefully it will be back up soon.

Great answers everyone! Most of the job is understanding those implications on People, Process, Tech.

And yes, Marketo is truly a workflow engine that can be creatively leveraged to bring experiences to life.

[Josh_Hill13]

Hi folks - Friday Quiz! This is for the Identifying Stakeholders and System Implications. Post your thoughts!

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Who are the stakeholders that could be involved?

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Which systems may be involved and which fields could be impacted?

You are asked to link Leads to their GCLID by the digital ad marketing team. What steps do you go through to design the solution? What is your proposed solution? [Hint: search the community]

@Carlito_Jay_Ala 

@Zoe_Forman 

@Vinay_Kumar 

@sydney 

@EdusBro

@Blake-Lucid 

@caseytmuller 

[Carlito_Jay_Ala]

Hey, I know this is a little late but here's my take on this.

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Who are the stakeholders that could be involved?

CA: Sales (BDR, SDR) to identify meeting/lead routing rules; Web/MOps dev team (depending on where the channel is) for implementing necessary scripts to make the calendar tool work; Calendar tool admin; MOps/Marketo owner

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Which systems may be involved and which fields could be impacted?

CA: Systems would be Marketo, CRM, Calendar tool (ex. Chili Piper), Calendar (Google or Outlook). As for the fields, demographics, meeting details (where is it booked from, meeting assignee), lead stats/score will be impacted considering the outcome of the meeting (attended/no show) or even the possibility that a lead might just click on book a demo but did not actually proceed to book a demo. Ownership fields will be impacted too in case based on meeting routing rules.

You are asked to link Leads to their GCLID by the digital ad marketing team. What steps do you go through to design the solution? What is your proposed solution? [Hint: search the community]

CA: I'd think the steps would involved Web/SEO team to generate the script needed to capture GCLID and then push it as a parameter or a cookie value. Then using Marketo REST API to push the data to Marketo. I've seen some posts as well that uses a Marketo form with a hidden field for GCLID via URL parameter.

[Vinay_Kumar]

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Who are the stakeholders that could be involved?
Sales Team, Marketing Ops Team, CRM Admin

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Which systems may be involved and which fields could be impacted?

Systems Impacted:
Marketo, CRM, Calendar Tool (if any), Analytics tool

Fields:
Demographic fields (such as Name, email etc.)
Activity Fields(such as demo date, product interest, source etc.)

You are asked to link Leads to their GCLID by the digital ad marketing team. What steps do you go through to design the solution? What is your proposed solution?

Not sure much on this, I'll research more on it. But, here are the few steps that should be considered:
1. analyze the current set up and determine how the GCLID is being captured.
2. Review LPs and forms to check if they are set up to capture GCLID or not.
3. Create a custom field to capture the details
4. Add script on the LP and use hidden fields on the forms.

[sydney]

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Who are the stakeholders that could be involved?

• BDR/SDR team (we personally route leads to BDRs for scoping prior to an AE demo) , Sales team (who should leads be routed to based on what factors, any qualifying factors to book a meeting), Sales Ops team (figuring out what information needs to get passed to Salesforce and in what formatting or if it’s a tool like LeanData that needs to be implemented in Salesforce scoping that out), Digital Marketing/Web master (if something needs to be added to the website that doesn’t already exist). 

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Which systems may be involved and which fields could be impacted?

• Systems: Marketo, Salesforce, Lead Routing + Meeting Booking tool (LeanData, Chilipiper, etc), company’s calendar systems to integrate with (Google, Outlook, etc.) 
• Fields Impacted: For us our automation qualified program & date would be impacted, lead score, contact/lead status . 

You are asked to link Leads to their GCLID by the digital ad marketing team. What steps do you go through to design the solution? What is your proposed solution? [Hint: search the community]

• Create GA & Marketo connection via LaunchPoint 
• Turn on auto-tagging in Google platforms 
• Create a GCLID Marketo custom field + map to Salesforce 
• Add a hidden field on your form to capture the GCLID value so as to add it to the person’s profile upon submission 

Let me know if you have feedback or if I'm missing things! 

[Zoe_Forman]

Hi @Josh_Hill13 and @sydney 

My thoughts are very much aligned with Sydney.

Stakeholders: Sales Reps, CRM team, IT, Marketo Admin, RevOps (including customer service) also should be aligning with business goals so Senior management / Leadership teams. Being in Europe I would sometimes run through our legal team to ensure new platforms and processes are GDPR compliant.

Systems: Marketo (MAP) & Salesforce (CRM) admins. Plus other integration owners these could be under MOPS, IT or REVOPS teams around Lead scoring and routing, calendars, Meeting Booking tools.

Impacted fields can also include: Person Score, Person Status (from Marketing Acquired to Marketing Qualified to Sales Assigned), Marketo Program Status and member status (success), is the person to be added to a SFDC Campaign? Lead Owner changes in CRM. Tracking acquisition and last touch channels (using UTM's).

Nothing to add to GCLID, but read the documentation as a gap in my knowledge - this mentor program is as much about identifying knowledge gaps and learning and maybe a few months before I'm confident  have found and understood features or processes that I don't use.

Making me appreciate how powerful and customisable Marketo really is - I knew it was the best ! now being confirmed.

So more reading and research topics for me to get stuck into.

Thanks Josh for the questions to make us think, research and investigate.

[Vinay_Kumar]

Thanks @Jon_Chen 

@Josh_Hill13 Will you be sharing some links or study materials with us to start our preparation?

[Josh_Hill13]

Hi Vinay,

Please start with the links at the top of the thread. I urge you - and everyone - to post questions about practice exams or concepts you aren't sure about. That's the best way for me to get you help in this first stage.

Test Topic Overview

https://app.rockinfo.com/courses/playScorm/619?%2Fcourses%2FplayScorm%2F619

Also begin reviewing the Test Topics you are LEAST familiar with. I suspect that may be:

• Revenue Cycle Explorer
• RCM
• Cost Periods
• Custom Object sync with SFDC
• Velocity Scripts
• Workspaces and Partitions

Also review any System Audit blog posts, docs, or docs you created. I see they ask about that.

[Vinay_Kumar]

Thanks @Josh_Hill13, I'll cover these topics.

[Josh_Hill13]

I added some links to the above to help you get started.

[Carlito_Jay_Ala]

Hello @Josh_Hill13 and fellow aspirants! I 'm Carl and I currently work at RingCentral as a Sr. Architect, Marketing Technology. My primary focus right now is evaluating, designing, implementing, and monitoring Marketo integrations. I've been a Marketo user since 2017 and hold three MCEs and ever since I earned my first one, I've been eager to pursue an MCSA. However, a previous requirement (RingCentral being a Marketo customer and MCSA being exclusive to partners) prevented me from getting one. So I'm thrilled that Adobe has lifted that restriction, and for this mentorship program!

I'm so excited to learn from all of you and also share things I know that can help us get this certification. ☺️

[Josh_Hill13]

Hey folks! 

Welcome to the thread. Let's get started! Who has a question?

[Josh_Hill13]

Anyone have a focus area for practice questions?

[Zoe_Forman]

Hi @Josh_Hill13 

We don't use Revenue Explorer or Performance Insights or Marketo Sales Insights.

We currently report out from Marketo Channels and via Salesforce campaigns and dashboards also using PowerBi to mash and merge data.

How much revision and familiarisation do I need with the inbuilt Marketo programs mentioned?

Thanks, Zoe 

[Josh_Hill13]

Hi Zoe,

From the test outline, you can expect questions on

Revenue Cycle Explorer (RCE)

Revenue Cycle Model (RCM)
Program Channel Reports

the funnel reports and how they work

So understanding Program Channel Steps and Success points is the first part. I recommend going into the docs and walking through each of the topics. There is some memorization here. In the past, things like Cost Period and how Cost and ROI is attributed and divided amongst Programs are questions.

If you already do a lot of conversion and funnel analysis in PowerBI, then the general concepts are also in RCM/RCE. But the KEY is how "Marketo thinks about it" and ties that back to the Program Channel and Period Costs.

[sydney]

Hi Josh & fellow aspirants! 

I'm Sydney, Digital + Marketing Operations Manager at Numerator. I own both marketing operations and digital marketing functions. I have 5 years of experience in the area and my MCE. Looking forward to getting to know and preparing with all of you for the exam! 

[caseytmuller]

Hey Josh and fellow aspirants,

I'm Casey, and I couldn't be more thrilled to join this mentorship program. With 14 years in marketing operations, I've had the privilege of optimizing campaigns and spearheading digital innovations with Marketo. I'm working as an independent consultant, helping clients enhance their Marketo instances. Early in my career, Josh's Marketing Rockstar Guides were invaluable in helping me navigate the complexities of Marketo, and I'm excited to continue learning under his mentorship.

Feel free to connect with me on LinkedIn: https://www.linkedin.com/in/caseytmuller/

I'm looking forward to learning and growing with all of you!

[Vinay_Kumar]

Hi @Josh_Hill13 and my fellow aspirants,

Nice to meet everyone! I am so excited to start and learn with you.

I am Vinay Kumar Pathania. Based in India, I am currently working as an Assistant Manager, Marketing Automation at Grazitti Interactive. I have been using Marketo since 2018 and hold three Marketo Certified Expert (MCE) certifications.

[Zoe_Forman]

Hi @Josh_Hill13 and others in this Architect Mentor Program cohort.

I have been using Marketo for 5+ years and have a varied background in Marketing Operations, Marketing, and Product Design engineering.

I work in-house for MSA Safety, a global safety product manufacturer. Based in the United Kingdom, I am one of two global Marketo admins, and I lead the International - EMEA and APAC marketing operations team—a small but mighty team of three. I have gone from a team of one to new hires who have just joined in the last 2 months. Other users in the Americas, we all share one instance.

We have several integrations with Marketo at the centre, and I implemented the most recent ones myself, including Salesforce for International, last August plus OKTOPOST, ON24, CAPTELLO. I love to know how to build and they work together, as this is great for problem-solving and investigations

We do not have all the extra Marketo features for reporting and Sales Insights, so I need to find my knowledge gaps where I have not been exposed or have experience. We use PowerAutomate and SFDC for campaign, revenue, and influence reporting. Activities, emails, form fills, events, and programs are reported within Marketo.

I am looking forward to the coming weeks - summer study is like being back at school! Apart from my Marketo MCE, I haven't taken exams for decades, and the exam nerves are real!

Feel free to find me on LinkedIn: www.linkedin.com/in/zoe-forman

Thanks, Zoe