🗣️ [Mentor Nehansh Jain] 🌟 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, Nehansh Jain (@Nehansh) 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, Nehansh:

Marketo Architect with experience in the B2B as well as B2C verticals across industries. Highly experienced with working on OOTB as well as custom integrations, REST API, Velocity Scripting and Cloud Services. Helping global clients optimize their instance as well as business strategies through Marketo and other innovative solutions. Having a knack for swiftly mastering new technologies and platforms, exploring new releases and features. Organization's key contributor to knowledge sharing initiatives and technical demonstrations. With a background in Computer Science Engineering, holding both a degree and diploma, providing a solid foundation for navigating complex Martech implementations.  

Aspirants mapped to @Nehansh 

1. @birbalnegi 
2. @suanntan 
3. @MMoseley 
4. @ncnishant4 

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 Nehansh, 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 Nehansh 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 

[Nehansh]

Hi Everyone,
We have officially come to the end of the Marketo Community Mentorship Program 2024.
Thanks for your engagement over the past 4 weeks. This has been a great learning experience for me as well.
Hope I was able to help you all towards achieving the Marketo Certified Expert certification. You may continue to utilise this thread in the future as well if you have any questions regarding the certification prep or discussing with fellow aspirants.

I have completed the nominations from my end for 50% as well as 100% certification vouchers. You may receive the vouchers soon if not already.
Make sure to schedule your exam in the month of July to avail the voucher.

All the best for your certification exam. Do share your results in this thread.
@suanntan @birbalnegi @MMoseley @ncnishant14 

[suanntan]

Hi @Nehansh , 

In our instance of Marketo we use 2 unique identifiers due to the nature of our audience, email address and a custom field.

When conducting A/B tests, do you have thoughts on how we can ensure records do not get both test & winner emails? Or is that not possible since Marketo keys off a single email address?

[Nehansh]

Hi @suanntan,
I also came across a similar situation recently and as per my analysis. When we have a composite key for deduplication i.e. Email Address + Custom field, in that case the marketo campaign's usual dedupe logics work based on email address only.
If you try sending 2 such records an email from the same campaign then the email will go out only once. But this behaviour may not apply to A/B tests.

Please refer these community articles:
Received 2 Emails in the A/B Test: Test and Winner - Marketing Nation (marketo.com)
Solved: Duplicate in AB test - Marketing Nation (marketo.com)

[suanntan]

Thank you @Nehansh !

[Nehansh]

Quiz Time
Hi All @MMoseley @suanntan @ncnishant4 @birbalnegi
It's time for our Week 4 quiz. This quiz is there to assess your knowledge on the items covered under Section 4 - Reporting.

Question: While creating a people performance report, you want to see the records created year-to-date classified by Months. Which is the best option to achieve this?
a. Person Created At = This Year, Drill Down by Months
b. Smart List = Person was Created Filter (this Year). Group by= Months
c. Person Created At = This Year, Group by= Months
d. Person Created At = This Year, Custom Columns for Month

Additional Question: While a program creation period cost 20000 was added. The Event took place and the next day you added 30000 under the period cost. When we can see the Revenue Reports to be updated? Instantly/Manual Refresh/24 hours/8 hours

Please make sure to respond to this question, your answers can get you up to 100% off Marketo Exam Voucher.
Remember that every post / like / comment you make in your contextual thread helps increase your chance to be recognised by your Mentor and win exclusive Adobe swag! 

[birbalnegi]

Question: While creating a people performance report, you want to see the records created year-to-date classified by Months. Which is the best option to achieve this?

c. Person Created At = This Year, Group by= Months

While a program creation period cost 20000 was added. The Event took place and the next day you added 30000 under the period cost. When we can see the Revenue Reports to be updated? 

Following first view, reports automatically refresh every 24 hours. But one can refresh them manually any time 

[Nehansh]

Correction for the RCE question: Yes, It takes upto 24 hours for data to sync into Revenue Cycle Explorer. But not Instantly.
The refresh option is generally for the changes you've made to the parameters. The data sync usually happens nightly.

[MMoseley]

Question: While creating a people performance report, you want to see the records created year-to-date classified by Months. Which is the best option to achieve this?

c. Person Created At = This Year, Group by= Months

Additional Question: While a program creation period cost 20000 was added. The Event took place and the next day you added 30000 under the period cost. When we can see the Revenue Reports to be updated? 

The revenue reports are synced every 24 hours so you would see the update after the next sync or you can manually refresh to see it sooner.

[Nehansh]

Correct!

[suanntan]

Question: While creating a people performance report, you want to see the records created year-to-date classified by Months. Which is the best option to achieve this?

c. Person Created At = This Year, Group by= Months

Additional Question: While a program creation period cost 20000 was added. The Event took place and the next day you added 30000 under the period cost. When we can see the Revenue Reports to be updated? Instantly.

[Nehansh]

Correction for the RCE question: It takes upto 24 hours for data to sync into Revenue Cycle Explorer.

[Nehansh]

Hi @suanntan @MMoseley @ncnishant14 @birbalnegi 

As we have reached the last week of this Mentorship Program, Let's start with the Section 4 of your Exam Prep Guide.

Section 4: Reporting

• Given the 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

This section is the smallest yet most crucial from your professional POV. You will explore all the Analytics options available within marketo and how you can utilise them to generate accurate analytics. I would recommend you to go through the Types of Reports in Marketo as well as RCE in great depth. Try to create each report and explore every feature and possibility. The questions in the certification are around how a certain report can be utilised to achieve desired outcome.

Adhering to the timeline of this program, I'll be posting the Week 4 quiz on 21st June.

In case you have not done already, Fill out this form and you have a chance to get 50% off Certification voucher. https://forms.office.com/r/M0QZUCbAKG

(Your engagement plays a key role in getting the benefits, there is a big one coming towards the end of this program)
Keep Interacting!

Feel free to drop your queries in the thread. I'll be closely monitoring this thread and try my best to help resolve them.

Make sure to like this post as a sign of acknowledgement.

[Nehansh]

Quiz Time
Hi All @MMoseley @suanntan @ncnishant4 @birbalnegi
It's time for our Week 3 quiz. This quiz is there to assess your knowledge on the items covered under Section 3.

Question: For creating an interesting moment, a developer creates a smart campaign with the trigger as Clicked Link in an Email. They want to add the name of the email asset to populated within the Interesting Moment description. Which token should be used?

1. {{trigger.Trigger Name}}
2. {{trigger.Name}}
3.  {{trigger.Email}}
4. {{trigger.Subject}}

Additional Question: While setting your Lead Scoring Model you are required to score records based on their Job Title. How would you achieve this?

Please make sure to respond to this question, your answers can get you up to 100% off Marketo Exam Voucher.
Remember that every post / like / comment you make in your contextual thread helps increase your chance to be recognised by your Mentor and win exclusive Adobe swag! 

[suanntan]

Question: For creating an interesting moment, a developer creates a smart campaign with the trigger as Clicked Link in an Email. They want to add the name of the email asset to populated within the Interesting Moment description. Which token should be used?

b. {{trigger.Name}}

Additional Question: While setting your Lead Scoring Model you are required to score records based on their Job Title. How would you achieve this?

In our desired folder (ideally where we store our Lead Scoring Program), we will add a folder and smart campaign that scores based on job title. 

1. Create a new smart campaign and name it. Example: "Lead scoring - title"

2. Add "Job Title" as a filter under the "Smart List" tab

3. Add in the titles we'd like to score off

4. Under the "Flow" tab, drag "Change Score" filter and choose Demographic Score as the name.

5. Add the score change desired, and adding constraints if existing scores exist

[birbalnegi]

b. trigger.Name is the token name for name of the asset Preview

Steps to consider while setting-up lead scoring based on Job Title. 

1. Identify roles/levels based and functions that are relevant as per buyer personas. Review the leads database to find out the ideal customers.
2. Create a scoring method that will assign scoring based on Job levels. For example, C-Level, VP and Head of Departments might get assigned a higher score viz-a-viz a Director or Manager. 
3. Set-up operational campaigns to apply scores to leads

[Nehansh]

Hi @suanntan @MMoseley @ncnishant14 @birbalnegi 

As we have entered Week 3 of the Mentorship Program, Let's start with the Section 3 of your Exam Prep Guide.
 

Section 3: Lead and Data Management

• Outline the key decision points in defining the lifecycle model
• Apply best practices around lead scoring
• Implement the appropriate, interesting moments
• Interpret the lead activity log
• Given a scenario, identify the creation source
• Demonstrate how to set up a data management program
• Analyze an instance’s data quality
• Identify a few key pieces of Marketo’s data retention policy as it relates to smart lists
• Summarize how segmentation works
• Demonstrate the relevance of lead scoring in marketing and sales collaboration

This section checks your expertise in building and implementing processes from scratch in Marketo like Lead Lifecycle and Scoring Model. Prepare yourself to get in-depth questions on program membership, smart list and segmentation criteria and interpretation of activity logs. Make sure to go through all the documentation provided to build a strong fundamental understanding of each of the topics I've mentioned above.

As we are halfway through the Mentorship program, here is a small gift for you from the Marketo team:
Fill out this form and you have a chance to get 50% off Certification voucher. https://forms.office.com/r/M0QZUCbAKG
(Your engagement plays a key role in getting this voucher, there is a big one coming in the following weeks)
Keep Interacting!

Feel free to drop your queries in the thread. I'll be closely monitoring this thread and try my best to help resolve them.

Make sure to like this post as a sign of acknowledgement.

[suanntan]

Hi @Nehansh , going through Section 3, I'm noticing that the video (screenshot below) mentions "Lead Status" as a selectable filter when creating operational campaign for lead lifecycle. 

I don't see "Lead Status" as an option in my instance and think it may have been re-named to "Lifecycle Stage". I do see the values of MQL, Recycle, Engaged, etc. in this filter. Just want to confirm this is the correct field to be building Lead Lifecycle Programs since it is different from the video

[Nehansh]

Hi @suanntan,
Generally there is a Person Status/Lead Status field in every instance but you may or not use the same field for your Lifecycle Setup. Sometimes organisations use person status to reflect Active/Inactive/Customer/Distributor or any other business logic.
In such cases, we prefer to create a new Custom Field "Lifecycle Status" to be used exclusively for the Lead Lifecycle Model setup.

[suanntan]

Wonderful, thank you!

[Nehansh]

Hi All @suanntan @birbalnegi @MMoseley @ncnishant14 
Please drop a like or reply on this post if you have filled out the voucher form. This is a good one and you should definitely avail the benefit.