🗣️ [Mentor Liz Medeiros] 🌟 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, Liz Medeiros (@Liz_Medeiros1) 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, Liz:

Liz brings 20+ years of software, SaaS, and cloud technology experience to her role. She has extensive experience leveraging marketing automation and other marketing technologies to support process and technology transformation, technical integration, and data migration projects.​

She creates and implements solutions combining marketing and sales technology with process, automation, and data governance to deliver value to clients. Her specialties include demand generation programs, customer journey design, lead scoring, alignment with sales initiatives, sales enablement, segmentation strategies, and nurture programs.

Aspirants mapped to @Liz_Medeiros1 

1. @Bhanu_Tomer 
2. @Jasmin 
3. @Vikas_jaiswal 
4. @wwidmerjr
5. @Gsr 

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 Liz, 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 Liz 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  

• 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 

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr , @Bhanu_Tomer , @Jasmin, @wwidmerjr !

Welcome to Week 4! This week we are reviewing Section 4 of the Adobe Marketo Engage Business Practitioner Expert Prep Guide. (login required). The Reporting section is 4% of the exam.   

I will post a quiz on Thursday afternoon (Eastern US time) for you to challenge your knowledge and we can discuss it in the thread. 

Reminder, if you'd like a 50% certification exam voucher, and have not applied yet, here is the link:

https://forms.office.com/r/M0QZUCbAKG

In the meantime, if you have any questions while reviewing the content, please post here (and tag me!) 

See you soon,

Liz

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr , @Bhanu_Tomer , @Jasmin, @wwidmerjr !

It's week 4 quiz time! Test your knowledge from Module 4. Post your answers in the thread. I will post the answer key by Monday morning (Eastern US time).

Have fun!

Liz

Question 1: A marketer is tasked with creating a report that shows which emails performed best last quarter by each Industry segment. How can the marketer create this report?
A) Create an Email Link Performance report, set the Date of Activity to Last Quarter. The report will show all the industry links used in the emails.
B) Create a Program Performance report, set Period Cost for the months from last quarter, add the "Channel" filter, and select the Email Send channel. Sort by name, the naming convention of the programs will show the industry.
C) Create an Email Performance report, set Sent Date to Last Quarter, add the "Group by Segmentations" filter, and select the Industry segmentation.
D) Create a Campaign with Campaign Members report in the CRM.

Question 2: True or False? You can group person reports by any person or company attribute or segmentation.
A) True
B) False

Question 3: Which of the following is a prerequisite for using a Program Performance Report?
A) Ensure that all programs have been set up with standardized naming conventions and tags.
B) Integrate third-party analytics tools to enhance reporting capabilities.
C) Create at least one email campaign within each program to gather sufficient data for the report.
D) Set up CRM integration to pull in additional CRM data for comprehensive reporting.

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr,

Answer Key - Week 4
1-C
2-A
3-A

[Vikas_jaiswal]

Hi @Liz_Medeiros1 ,

Here are my answers:

Question 1: C) Create an Email Performance report, set Sent Date to Last Quarter, add the "Group by Segmentations" filter, and select the Industry segmentation.

Question 2: A) True

Question 3: C) Create at least one email campaign within each program to gather sufficient data for the report.

Regards,

Vikas

[Gsr]

Hi @Liz_Medeiros1 Thanks for the questions and here are my answers for week 4.
1.C
2.A
3.A

Thankyou,

[Gsr]

Hi @Liz_Medeiros1 @Vikas_jaiswal @Bhanu_Tomer 

Iam setting up email automation for renewal Reminder campaign for 30 days, 60 days and 90 days.

I have calculated field in SFDC with name #number of days due for renewal on Opportunity. So setting up a smart campaign accordingly ànd scheduled 3 recurrence campaigns for 30/60/90 everyday and if anyone qualified they will get renewal reminder email.

The problem iam facing is SFDC calculated field # Number of Days Before Renewal Date value only syncs back to Marketo if there is a change to the record on that day. Change in formula field value alone is not a change in edit record so its not syncing daily.

Any suggestions how to make it correct so value change of  # Number of Days Before Renewal Date will sync back to Marketo daily.

Thanks,

[Liz_Medeiros1]

@Gsr 

If you have access to SFDC admin, I think probably the easiest way (albeit maybe not the most elegant):

1. On the SFDC side: create 3 custom date fields on the Opportunity that are date type (NOT calculated!) for Renewal Date 90 Days Before, Renewal Date 60 Days Before, Renewal Date 30 Days Before

2. Create a workflow that updates these date fields when the opportunity closes

3. In Marketo create 3 recurring batch smart campaigns: Renewal Reminder 90 days before, Renewal Reminder 60 days before, Renewal Reminder 30 days before:

•  Smart List: Has Opportunity true, constraint: Renewal Date 90 Days Before / Renewal Date 60 Days Before / Renewal Date 30 Days Before, operator: in future 24 hours  (also, make sure to use constraints that indicate the opportunity has not been already renewed)
• Flow: Send Email
• Recurrence: run daily 
• Schedule: Each person can run through flow once every 90 / 60 / 30 days

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr , @Bhanu_Tomer , @Jasmin, @wwidmerjr !

Welcome to Week 3! This week we are reviewing Section 3 of the Adobe Marketo Engage Business Practitioner Expert Prep Guide. (login required). The Lead and Data Management section is 12% of the exam.   

I will post a quiz on Thursday afternoon (Eastern US time) for you to challenge your knowledge and we can discuss it in the thread. 

Also, if you'd like a 50% certification exam voucher, apply here:

https://forms.office.com/r/M0QZUCbAKG

In the meantime, if you have any questions while reviewing the content, please post here (and tag me!) 

See you soon,

Liz

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr , @Bhanu_Tomer , @Jasmin, @wwidmerjr !

It's week 3 quiz time! Test your knowledge from Module 3. Post your answers in the thread. I will post the answer key by Monday morning (Eastern US time).

Have fun!

Liz

Quiz, Week 3

Question 1: When setting up a lead lifecycle program, what should a marketer do to ensure leads are scored accurately before they are passed to sales?

1. A) Assign +50 points to all new leads who have at least an email address.
2. B) Only score leads based on demographic information.
3. C) Utilize both demographic and behavioral scoring to qualify leads.
4. D) Avoid using lead scoring and rely solely on sales intuition.

Question 2: A prospect with the email address john.smith@acme.com is a duplicate record in Marketo, and exists both as a lead and a contact in the CRM. The marketing department sends john.smith@acme.com lead an offer for 25% off from his next purchase. The prospect unsubscribes from the email. A week later, the sales rep assigned to the john.smith@acme.com contact wanted to send him a personalized email via MSI offering 50% off his next purchase. What will happen?

1. A) The sales rep's email will not be sent, because if the unsubscribe flag is set from false to true, the master email status is updated, and the change is propagated to other records with the same email address. 
2. B) The sales rep's email will be sent since the lead record will be converted and merged into the contact record.
3. C) The sales rep's email will be sent since it was the lead record that has unsubscribed, and the sales rep is emailing the contact record that has not unsubscribed.
4. D) The sales rep's email will not be sent, since Marketo cannot send emails to duplicate records.

Question 3: A marketer wants to send an email where an image is different based on the recipient's Industry and with a generic image if the Industry is blank or unknown. What best practice should the marketer follow?

1. A) Backfill the database first to make sure Industry values are populated. Create an email, make the image module dynamic, select the Industry field, and choose the image for each Industry.
2. B) Create a segmentation for the Industry. Create an email, make the image module dynamic, select the Industry segmentation, choose the image for each Industry segment, and the generic image for the Default segment.
3. C) Create an email for each Industry and a generic version. In the Send Email flow step, use the Choices based on the person's Industry.
4. D) Create a smart list for each Industry and one for blank/unknown. Create an email, make the image module dynamic, select the images for each industry, and assign the correct smart list.

Question 4: True or False? Admins can create a custom tab and customize the layout in the Person Detail Page so marketers can access the information important to them.

1. A) True.
2. B) False.

[Liz_Medeiros1]

Awesome work Team!

Answer Key - Week 3

Answer 1: C) Utilize both demographic and behavioral scoring to qualify leads. More here: https://experienceleague.adobe.com/en/docs/marketo-learn/tutorials/lead-and-data-management/lead-sco...

Answer 2: A) Marketo has durable unsubscribe. More here: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/email-marketing/deliverability...

Answer 3: B) Dynamic content is based on segmentation. More here: https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/personalization/segmentation-a...

Answer 4: A) This is absolutely true! https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/administration/settings/creati...

[Gsr]

Thanks for the quiz @Liz_Medeiros1 

Here are my answers -

1.C
2.A
3.B
4.A

Thanks,

[Vikas_jaiswal]

Hi @Liz_Medeiros1 here my Answers:

Q1: C) Utilize both demographic and behavioral scoring to qualify leads.

Q2: D) The sales rep's email will not be sent, since Marketo cannot send emails to duplicate records.

Q3: A) Backfill the database first to make sure Industry values are populated. Create an email, make the image module dynamic, select the Industry field, and choose the image for each Industry.

Q4: A) True.

Regards,

Vikas

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr , @Bhanu_Tomer , @Jasmin, @wwidmerjr !

Welcome to Week 2! This week we are reviewing Section 2 of the Adobe Marketo Engage Business Practitioner Expert Prep Guide. (login required). This will take about 3-4 hours to review. This is a crucial week as the Marketing Activities/Campaign Management section is 46% of the exam.   

I will post a quiz on Thursday afternoon (Eastern US time) for you to challenge your knowledge and we can discuss it in the thread. 

In the meantime, if you have any questions while reviewing the content, please post here (and tag me!) 

See you soon,

Liz

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr , @Bhanu_Tomer , @Jasmin, @wwidmerjr !

It's week 2 quiz time! Test your knowledge from Module 2. Post your answers in the thread. I will post the answer key by Monday morning (Eastern US time). 

Have fun!

Liz

Question 1
True or False? When a person fills out a Marketo form on a non-Marketo page, the person will automatically have the first status in the progression of the program where the form is located.

A. True
B. False

Question 2
When creating a form, how can a marketer make sure that the state field is only shown if someone selects United States for Country, they only see US states in the State field picklist? (Select one answer)

A. In the State field, enable Visibility Rules and set rule Show IF Country Is United States, and list the states in the Picklist Values
B. Set the Field Type for State field to hidden and set Form Pre-fill to Enabled
C. Create 2 forms: one for United States and one for other countries

Question 3
A company organizes a quarterly breakfast for customers. They would like customers to RSVP before each event and mark their meal preferences and dietary restrictions. They would also like to send registration confirmation emails that confirm the participant's selections. What are the steps the marketer should do to make this happen? (Select one answer)

A. (1) Create an event program
(2) Create a form that includes Notes and in the label ask participants to specify their meal preferences and dietary restrictions
(3) Create a confirmation email and place token {{lead.Notes}} in the body of the email
(4) After the confirmation email is sent, change the field value of Notes to NULL

B. (1) Create person custom fields for Meal Preference and Dietary Restrictions
(2) Create an event program
(3) Create a form that includes the person custom fields Meal Preference and Dietary Restrictions
(4) Create a confirmation email, and place tokens {{lead.Meal Preference}} and {{lead.Dietary Restrictions}} in the body of the email

C. (1) Create program member custom fields for Meal Preference and Dietary Restrictions
(2) Create an event program
(3) Create a form that include the program member custom fields Meal Preference and Dietary Restrictions
(4) Create a confirmation email, and place tokens {{member.Meal Preference}} and {{member.Dietary Restrictions}} in the body of the email

[Liz_Medeiros1]

Thanks for the week 2 responses. Here is the answer key:

01-B The form needs to be on a Marketo landing page https://nation.marketo.com/t5/knowledgebase/acquisition-program-not-being-assigned-after-filling-out...

02-A - use visibility rules https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/demand-generation/forms/form-f...

03-C - need to use Program Member Custom Fields  https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/programs...

[Gsr]

Thanks @Liz_Medeiros1 Here are my answers

1.A
2.A
3.C

[Vikas_jaiswal]

Here my Answers:

Q1: B. False

Q2: A. In the State field, enable Visibility Rules and set rule Show IF Country Is United States, and list the states in the Picklist Values

Q3: B. (1) Create person custom fields for Meal Preference and Dietary Restrictions
(2) Create an event program
(3) Create a form that includes the person custom fields Meal Preference and Dietary Restrictions
(4) Create a confirmation email, and place tokens {{lead.Meal Preference}} and {{lead.Dietary Restrictions}} in the body of the email

Regards,

Vikas

[Bhanu_Tomer]

Thank you @Liz_Medeiros1 , here are my answers for the week 2 quiz:

1. A - True
2. A
3. C

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr , @Bhanu_Tomer , @Jasmin, @wwidmerjr !

It's week 1 quiz time! Test your knowledge from Module 1. Post your answers in the thread. I will post the answer key by Monday morning (Eastern US time). 

Have fun!

Liz

Question 1: 

A Marketo Admin joins a new company and inherits an 8 year old Marketo instance that is synced to Salesforce CRM. This Admin would like to create a data dictionary with Marketo-Salesforce data mappings. What is the best way of doing this? (select 1 answer)

A. Ask IT to provide the documentation they have on file

B. Go to the Admin section, select Field Management, click on the Field Mapping tab and export the list. This list is updated with every sync cycle.

C. Go to the Admin section, select Field Management, click on the Field Management tab, export the list and compare with Salesforce Object Manager exported lists.

D. It is not possible to create a data dictionary from Marketo, as this is a marketing automation platform, not a CDP.

Question 2: 

True or false? Marketo supports all of the following browsers: Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge, Microsoft Internet Explorer

A. TRUE

B. FALSE

Question 3:

There was a data security breach and the Marketo Admin is asked to provide information on what lists were exported from Marketo and by which users in the last 7 days. How can the Marketo Admin get this? (select 2 possible correct answers)

A. Go to Admin > Audit Trail > Asset Audit Trail and in filters select Period "Last 7 Days" and Actions: "Export"

B. Go to Admin > Audit Trail > Admin Audit Trail and in filters select Period "Last 7 Days" and Admin Areas: Self Service Flow Steps

C. Go to Admin > Audit Trail > Asset Audit Trail and in filters select Period "Last 7 Days" and Asset Type: "List"

D. Go through Marketing Activities manually and check for new lists created in the last 7 days. The Status tab shows who created the list and when. 

Question 4:

A Marketer has changed jobs within their company and moved from Europe region to North America region. They have Marketing User role and the company uses regional workspaces in Marketo. How can the Admin make sure this Marketer has the right permission in their new job? 

A. The Admin needs to edit the User's workspace. In the Admin area, under Users & Roles, select the user, click Edit User and select the North America workspace under the Marketing User role. 

B. The Admin needs to reset the User's password. In the Admin area, under Users & Roles, select the user and click Reset Password.

C. No change is necessary, the User will be able to access assets for North America region like they did before for Europe.

D. The Admin needs to edit the User's role. In the Admin are, under Users & Roles, select the user, click Edit User and change the role from Marketing User to Standard User. 

[Bhanu_Tomer]

Hi Liz, 

Here are my Answers

1. C (Is selecting Field Management tab instead if Field Mapping tab typo after Field management section?) 

2. B

3.A, C

4. A