🗣️ [Mentor Liz Medeiros] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

[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 !

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.

[Gsr]

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

Thankyou,

[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

[Liz_Medeiros1]

Hi @Vikas_jaiswal , @Gsr,

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