🗣️ [Mentor Pierre Flovie] 🌟 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, Pierre Flovie (@pfloydy11) 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, Pierre:

Pierre Flovie is a Marketing Automation Consultant at Australian Super, based in Sydney, Australia. With a strong track record in the industry, Pierre has successfully executed multiple integrations with Dynamics 365 and has led several complex Marketo to Marketo migration projects. Beyond his professional achievements, Pierre is passionate about helping others and actively participates in the community as a MUG leader for the Sydney chapter.

Aspirants mapped to @pfloydy11

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 PIerre, 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 Pierre 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

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

Cheers,

Jon

pfloydy11 · ‎06-27-2024

Hello team,

Welcome to the last topic of your Adobe Marketo Engage Architect Master Prep Guide. This week we are going to look at Advanced Operation y(16%).

Let's get into it 🙂

The Advanced Operations sections of the exam will test your ability to:

Given a scenario, identify appropriate steps to improve management or governance
Given a set of requirements, recommend an efficient data schema
Evaluate a customer’s implementation and recommend actions to improve deliverability
Evaluate a customer’s implementation and recommend actions to improve administration management
Gather information about a client’s implementation and recommend security practices
Explain the applicability of workspace and partitions for a given scenario

Quiz time:

Question 1:

A company implements Workspaces and Partitions for global regional marketing operations. They need to separate their Workspaces into North America, APAC, and EMEA regions as each region should not see the other region's marketing activities. They also have a Default Workspace. The Default Workspace has access to all Person Partitions. Each regional Workspace has access to their own regional Person Partition. The default dedupe key for the NYC Adobe Marketo Engage instance is email address. A form that exists in the the North America workspace is filled out by a new person. Which default behavior should be expected?

The new person will be created in the North America Partition where the form exists
The new person will be created in the default Partition and immediately routed to the North America Partition
The new person will be created in the default Partition and should remain there as long as the North America workspace has access to the default Partition

Question 2:

A new custom field needs to be created that will sync between Adobe Marketo Engage and the CRM. Following best practices, what two steps would the admin take to ensure the field will be synced? (Choose 2)

Create a custom field in adobe Marketo engage
Create the custom field in the CRM
Update the field mapping in adobe marketo engage
Grant the sync user access to the custom field

Question 3:

Michael manages the adobe Marketo engage instance for his company. In order to ensure that each regional team can view and edit only their own programs, Michal has implemented Workspaces. The team recently hired an intern in the APJ region who will be responsible for cloning and preparing programs for launch, working strictly within the APJ workspace. Custom Roles have not been set up in their Adobe Marketo Engage Instance. What is one step Michael must take in order to limit the intern’s access to work strictly to the APJ Workspace?

Create a User for the intern that grants access only to the APJ Workspace.
Create a role for the intern that grants permissions only for the APJ partition
Create a role for the intern that grants permissions only for the APJ workspace

ktronolone · ‎07-03-2024

Hi Pierre! Feeling more confident this week - answers below. Thank you!

Question 1:

A company implements Workspaces and Partitions for global regional marketing operations. They need to separate their Workspaces into North America, APAC, and EMEA regions as each region should not see the other region's marketing activities. They also have a Default Workspace. The Default Workspace has access to all Person Partitions. Each regional Workspace has access to their own regional Person Partition. The default dedupe key for the NYC Adobe Marketo Engage instance is email address. A form that exists in the the North America workspace is filled out by a new person. Which default behavior should be expected?

The new person will be created in the North America Partition where the form exists
The new person will be created in the default Partition and immediately routed to the North America Partition
The new person will be created in the default Partition and should remain there as long as the North America workspace has access to the default Partition

Question 2:

A new custom field needs to be created that will sync between Adobe Marketo Engage and the CRM. Following best practices, what two steps would the admin take to ensure the field will be synced? (Choose 2)

Create a custom field in adobe Marketo engage
Create the custom field in the CRM
Update the field mapping in adobe marketo engage
Grant the sync user access to the custom field

Question 3:

Michael manages the adobe Marketo engage instance for his company. In order to ensure that each regional team can view and edit only their own programs, Michal has implemented Workspaces. The team recently hired an intern in the APJ region who will be responsible for cloning and preparing programs for launch, working strictly within the APJ workspace. Custom Roles have not been set up in their Adobe Marketo Engage Instance. What is one step Michael must take in order to limit the intern’s access to work strictly to the APJ Workspace?

Create a User for the intern that grants access only to the APJ Workspace.
Create a role for the intern that grants permissions only for the APJ partition
Create a role for the intern that grants permissions only for the APJ workspace

pfloydy11 · ‎07-04-2024

Hi @ktronolone,

Thank you for submitting your answers. You got them 100% right. Well done 🙂

I am glad you are feeling more and more confident and above all. By just having you can only test yourself and grow. So well done. It's been a pleasure.

All the very best for your exam too and let me know how you go.

Take care,

Pierre

ktronolone · ‎07-08-2024

Thanks so much for your time and effort in this program. 😻

pfloydy11 · ‎06-27-2024

Sorry fellow aspirants. Here is the link to your 4th session

pfloydy11 · ‎06-23-2024

Hello team,

For this week, let's look at Reporting and Attribution. 20% of the exam questions will relate to this topics. So let's get into it 🙂

The Reporting and Attribution section of the exam will test your ability to:

Given a model to review, explain the concept of detours in the lifecycle modeler
Given an online advertising or organic social or content, recommend an approach for reporting
Illustrate how to validate Marketo Engage reporting in tracking lifecycle changes
Identify metrics to use in a given report type
Identify how to track multi-channel attribution to evaluate ROI
Identify and describe the pros and cons of different attribution models
Given a business requirement, describe the effects of channel set up to reporting

Now let's test out your skills 🙂

Question 1:

A marketer built an event program and added a forecasted period cost of $25,000 for the month/year the event will take place. the event was yesterday and today the marketer realised that they had additional variable cost above the original forecasted amount and updated the period cost to $30,000 in the adobe Marketo event program the same day. Their CEO wants to know the value in terms of how much the event cost compared to the pipeline and or revenue generated asap. When should the marketer generate a revenue cycle explorer (RCE) report to ensure the true period cost is reflected?

The marketer should wait 24h for the updated period cost to be reflected in RCE
The marketer can generate the report straight away as RCE updates in real time
The marketer should calculate this manually as the updated period cost will not be reflected in RCE

Question 2:

Mike has inherited a new adobe Marketo instance. he is doing some investigation and reporting to understand where all the new leads are coming from. he only wants a high-level view of the lead sources — not a detailed view. He does not want to make any assumptions about the integrity of pre-existing smart campaign logic, etc. He would prefer to use system-managed fields since these are set in a robotic fashion and have no reliance on users. what 2 fields would David use for this purpose? (choose 2)

Acquisition program
Original source type
Registration source type
Person source

Question 3:

An Architect notices that deliverability is slowly decreasing over time. After pulling a year of reports, the Administrator notices that the number of emails per month has increased from 3 to 10. The unsubscribe rates nearly double each quarter. Per the CMO, the amount of marketing activity must remain the same. Which two actions can the Architect take to make sure emails reach people in their database? (Choose two.)

Make marketing emails operational so people who have unsubscribed continue to receive communications
Implement communication limits so people receive fewer emails
Work with the marketing team to decrease the number of email sends per month
Create a marketable smart list to include on every send that excludes multiple soft bounces
Decrease behavior scores when someone unsubscribes from an email

ktronolone · ‎06-24-2024

A new quiz! Great way to start the brain for the week 😁

Question 1:

A marketer built an event program and added a forecasted period cost of $25,000 for the month/year the event will take place. the event was yesterday and today the marketer realised that they had additional variable cost above the original forecasted amount and updated the period cost to $30,000 in the adobe Marketo event program the same day. Their CEO wants to know the value in terms of how much the event cost compared to the pipeline and or revenue generated asap. When should the marketer generate a revenue cycle explorer (RCE) report to ensure the true period cost is reflected?

The marketer should wait 24h for the updated period cost to be reflected in RCE
The marketer can generate the report straight away as RCE updates in real time
The marketer should calculate this manually as the updated period cost will not be reflected in RCE

I chose C because I believe RCE updates overnight so if the CEO wants an answer right away they would need to do a manual calculation of the additional period cost.

Question 2:

Mike has inherited a new adobe Marketo instance. he is doing some investigation and reporting to understand where all the new leads are coming from. he only wants a high-level view of the lead sources — not a detailed view. He does not want to make any assumptions about the integrity of pre-existing smart campaign logic, etc. He would prefer to use system-managed fields since these are set in a robotic fashion and have no reliance on users. what 2 fields would David use for this purpose? (choose 2)

Acquisition program
Original source type
Registration source type
Person source

Question 3:

An Architect notices that deliverability is slowly decreasing over time. After pulling a year of reports, the Administrator notices that the number of emails per month has increased from 3 to 10. The unsubscribe rates nearly double each quarter. Per the CMO, the amount of marketing activity must remain the same. Which two actions can the Architect take to make sure emails reach people in their database? (Choose two.)

Make marketing emails operational so people who have unsubscribed continue to receive communications
Implement communication limits so people receive fewer emails
Work with the marketing team to decrease the number of email sends per month
Create a marketable smart list to include on every send that excludes multiple soft bounces
Decrease behavior scores when someone unsubscribes from an email

pfloydy11 · ‎06-27-2024

Hi @ktronolone and thank you for taking the test. Nice to see you are having a go. So let's look at your answers.

Question 1: this is an example where you have 2 answers that are potentially correct and from your reasoning you have identified this. However, what we would look for is best practice answers. Answer C could be an option but at scale it will not work right. Therefore answer A is correct, Period cost update in RCE or Program Performance report for example will take 24 hrs to show. Sorry Mr CEO you will have to wait 24hrs 🙂

Question 2: 100% correct well done

Question 3: Correct answers are B and C.

D is not an option because soft bounces are emails that are temporarily not available. For example, you could Marketing suspend soft bounce for 1 month and release them then take action is they bounce again. Why option C is correct. Working with Marketers to understand how they segment the audience is quite important. When I see unsubscribe rate has nearly doubled for each quarter. I am thinking records do not receive relevant information and unsubscribe as a result. So it's important to talk to Marketers to understand campaigns target audience and as an solution architect provide solutions on how to best segment your database.

Thank you but overall well done though

ktronolone · ‎06-28-2024

Thanks Pierre! This is incredibly helpful feedback!

Milly_Tsui · ‎06-17-2024

Hi Pierre and fellow aspirants,

Nice to meet you all - I'm a little late to the game as I have been on holiday for the past 3 weeks but excited to learn more with/from this group as I catch up on everything!

My name is Milly, I'm a Marketing Automation Manager at Clio which is a legal managment software company located in Vancouver, Canada. I've used Marketo for the past 5.5 years and am a 2x Marketo Expert. Throughout this time, my role has been more tactical but I'm now starting to work on a variety of different strategic projects so I'm hoping that having the MCSA under my belt will enhance my contributions to these projects. Also, the MCSA just felt like the natural next step to deepen my Marketo knowledge and progress in my career growth!

pfloydy11 · ‎06-23-2024

Hello Milly and welcome to the program. Looks like you are ready to tackle the Adobe Architect exam :). Best of luck and do not hesitate if you have any questions.

Pierre

pfloydy11 · ‎06-11-2024

Hello team,

I am back!!! So Let's jump into our second session which will look at Marketo Engage Architecture Design (48%). In this section of the exam, you will be able to test your skills in relation to:

Gather requirements/needs and recommend a lead management and lifecycle design
Review an existing implementation and provide findings
Given a business need, identify the different behaviors for scoring
Review an existing implementation, recommend actions to scale campaign execution
Outline an operational procedure for lead routing multiple countries
Given a scenario, evaluate the impact and requirements to incorporate new technology to the instance
Identify the different types of integrations and when to use them
Given a scenario, outline various stages in the person lifecycle impacted by proposed changes/requirements
Appraise a set of requirements and recommend an approach to campaign logic

Here is a little quiz for you guys to test your skills out:

An Administrator wants to pull lifecycle data into a Revenue Explorer program membership analysis, even without an active revenue cycle model. The company wants to identify which programs are driving the lifecycle. Which two components are necessary to view this data in a single display? (Select two.)

An approved Revenue Cycle Modeler
A trigger for manual transitions in the Revenue Cycle Modeler
A custom field that is enabled in Revenue Explorer
A custom field that is captured the lifecycle stage
A custom field that contains the first touch program name

An engagement program has not deployed the next new email even though there are people in the stream and the cadence set correctly. what is one possible reason the email has not been launched?

The stream has not been set as activated
The new email has not been activated
All persons in the stream have exhausted their content

An Adobe Marketo Engage Architect needs to create a subscription center featuring a "pause notifications for 30 days" option to discourage people from unsubscribing. When someone fills out the form and chooses this option, Marketing wants to suspend their notifications for 30 days and deduct five points from their lead score. To prevent double processing, records with currently paused notifications should be excluded from the flow. What sequence of steps is necessary to build this program?

Remove from Flow (Existing) > Change data value > Change Score > Wait > Change data value
Remove from Flow (Existing) > Change Score > Wait > Change data value > Change data value
Change data value > Remove from Flow (Existing) > Change Score > Wait > Change data value
Change Score > Change data value > Wait > Change data value > Remove from Flow (Existing)

ktronolone · ‎06-18-2024

Hi Pierre, this first question was a noodle scratcher. I had a tough time visualizing this one because at my company we don't have RCE.

My answers:

An Administrator wants to pull lifecycle data into a Revenue Explorer program membership analysis, even without an active revenue cycle model. The company wants to identify which programs are driving the lifecycle. Which two components are necessary to view this data in a single display? (Select two.)

1. An approved Revenue Cycle Modeler
2. A trigger for manual transitions in the Revenue Cycle Modeler
3. A custom field that is enabled in Revenue Explorer
4. A custom field that is captured the lifecycle stage
5. A custom field that contains the first touch program name

An engagement program has not deployed the next new email even though there are people in the stream and the cadence set correctly. what is one possible reason the email has not been launched?

1. The stream has not been set as activated
2. The new email has not been activated
3. All persons in the stream have exhausted their content

An Adobe Marketo Engage Architect needs to create a subscription center featuring a "pause notifications for 30 days" option to discourage people from unsubscribing. When someone fills out the form and chooses this option, Marketing wants to suspend their notifications for 30 days and deduct five points from their lead score. To prevent double processing, records with currently paused notifications should be excluded from the flow. What sequence of steps is necessary to build this program?

1. Remove from Flow (Existing) > Change data value > Change Score > Wait > Change data value
2. Remove from Flow (Existing) > Change Score > Wait > Change data value > Change data value
3. Change data value > Remove from Flow (Existing) > Change Score > Wait > Change data value
4. Change Score > Change data value > Wait > Change data value > Remove from Flow (Existing)

pfloydy11 · ‎06-23-2024

Hey Kat,

Thank you for your answers. Well done you got them all right except a little one which as you mentioned was tricky since you don't have access to RCE.

An Administrator wants to pull lifecycle data into a Revenue Explorer program membership analysis, even without an active revenue cycle model. The company wants to identify which programs are driving the lifecycle. Which two components are necessary to view this data in a single display? (Select two.)

1. An approved Revenue Cycle Modeler
2. A trigger for manual transitions in the Revenue Cycle Modeler
3. A custom field that is enabled in Revenue Explorer
4. A custom field that is captured the lifecycle stage
5. A custom field that contains the first touch program name

Number 3 is correct and is the most obvious answer here so well done. For answer 5, this is not quite right as first touch will rules out any Multi touch attribution. Your correct answer will be number 4. Since the Revenue Cycle Modeler is not activated. You will need a custom field to listen which program is driving the lifecycle. Overall well done though it was not easy

ktronolone · ‎06-24-2024

Thank you Pierre! Your feedback here is really helpful for my understanding. We are hoping to have RCE in our next renewal. Fingers crossed 🤞

pfloydy11 · ‎06-09-2024

Hi guys,

Seems like there is a little glitch with my access. While this is sorted please accept my apologies and I will let you know as soon as I am available to provide you information about the next topic.

Thank you for your understanding.

Cheers,

Pierre

pfloydy11 · ‎05-30-2024

G'day crew, hope you are having a great week thus far.

Let's get started! Make sure to subscribe to the top of this thread if you haven't done so already to receive updates as we move forward.

With that in mind, let's discuss our first module in the Exam Prep Guide:

Section 1: Project Leadership (16%)

Given a case study, identify the right stakeholders
Evaluate a set of requirements and recommend project boundaries, budget, resources, and scope
Given a modified process, determine who needs enablement and efficient enablement rollout plan
Evaluate an audit and recommend priorities and timeline

With a focus on API, CRM SFDC Sync and Admin roles. Let's have a bit of fun:

Question 1:

When verifying the completion of a REST API Webhook, two URLs can be utilised for an initial validation to ensure leads are processed correctly. Which two combinations of URL and their respective parameters should be employed to validate the REST API? (Choose 2)

a: Endpoint URL with Access Token and Your Email Address

b: Identity URL with Client Score and Client ID

c: Endpoint URL with Client ID, Your Email Address, and Client Secret

d: Identity URL with Client ID and Client Secret

Question 2:

A company has the native Adobe Marketo Engage sync with Microsoft Dynamics in place. The business consistently exceeds its database limits. It needs to control database growth and remove specific records from Marketo Engage. Which two actions should the Marketing Operations team recommend to address this issue? (Choose two.)

a: Delete any Leads or Contacts from Marketo Engage in the sync with no email address or invalid email address

b: Work with the Dynamics CRM admin to hide certain records that should not be in the sync using the Dynamics "inactive" functionality

c: Design an inactive monitoring process using scoring and have them removed from the sync by Dynamics using the Custom Sync Filter functionality

d: Block unwanted Leads and Contacts from the sync based on a set criteria using the Custom Sync Filter functionality

e: Block inactive Leads and Contacts from the sync using the Custom Sync Filter functionality

ktronolone · ‎05-30-2024

Question 1:

When verifying the completion of a REST API Webhook, two URLs can be utilised for an initial validation to ensure leads are processed correctly. Which two combinations of URL and their respective parameters should be employed to validate the REST API? (Choose 2)

a: Endpoint URL with Access Token and Your Email Address

b: Identity URL with Client Score and Client ID

c: Endpoint URL with Client ID, Your Email Address, and Client Secret

d: Identity URL with Client ID and Client Secret

I think A and D are correct for question 1 - D to pass through client ID and secret and get the acess token, and A to then use the access token to get data for your lead record to test the connection is successful and returning data.

Question 2:

A company has the native Adobe Marketo Engage sync with Microsoft Dynamics in place. The business consistently exceeds its database limits. It needs to control database growth and remove specific records from Marketo Engage. Which two actions should the Marketing Operations team recommend to address this issue? (Choose two.)

a: Delete any Leads or Contacts from Marketo Engage in the sync with no email address or invalid email address

b: Work with the Dynamics CRM admin to hide certain records that should not be in the sync using the Dynamics "inactive" functionality

c: Design an inactive monitoring process using scoring and have them removed from the sync by Dynamics using the Custom Sync Filter functionality

d: Block unwanted Leads and Contacts from the sync based on a set criteria using the Custom Sync Filter functionality

e: Block inactive Leads and Contacts from the sync using the Custom Sync Filter functionality

I think D is a possible solution because to me it makes sense to first determine which leads/contacts which would not be desirable to sync to/from the CRM (eg. no email address, obvious invalid email address, unsubscribed/not marketable, etc) which could also contain inactive leads.

Maaaybe A? I'm inclined to think some clean up would be a good place to start before implementing any filtering on the sync so that the records aren't just re-populated again from Dynamics once they're deleted in Marketo.

pfloydy11 · ‎05-30-2024

Thank you Kat for your submission. Great to see you are diving right into it. Before I validate your answers I will leave the questions open then give you my feedback so other aspirants can take the test too 🙂

MNAccenture · ‎06-05-2024

Hello @pfloydy11 , I agree with @ktronolone on Question 1 and for Question 2, though I feel option A is correct, Somewhere I feel Option B, "Work with the DCRM admin to hide certain records that should not be in the sync using '-' the dynamics "inactive functionality" is also correct along with Option D.

What's your take on this?