🗣️ [Mentor Ryan Laushway] 🌟 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, Ryan Laushway (@ryshgs) 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, Ryan

Senior Consultant @ Slalom | Adobe Certified Master - Adobe Marketo Engage Architect (MCSA) x2 | Adobe Certified Expert-Marketo Engage Business Practitioner (MCE) x3 | Vancouver, Canada | 8+ years of experience in designing, implementing, and optimizing automation strategies. | Experience in Financial Services, Healthcare, Software and Manufacturing Industries

Aspirants mapped to @ryshgs 

1. @Shyamanjan 
2. @saurabhmce 
3. Ujjawal Kumar Maneriya
4. @jasmin10 
5. DJ Howard
6. @BhaskarNaik 

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 Ryabn, 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 Ryan 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 

[ryshgs]

Week 3 Quiz

1. A Marketing Operations manager is setting up a new Martech stack tool which is going to create records and send them to Marketo to be nurtured. The tool is going to send Full Name, Country (abbreviated), Email, and opt in (Boolean) values. Once the record is in the nurture program, if they click the CTA, sales must follow up. SFDC can only accept non abbreviated Country values. What should the Marketing Ops Manager do to ensure leads are correctly assigned to Sales? 

1. Create a smart campaign to trigger off a new record being created from this source and convert the abbreviated Country value to non-abbreviated value 
2. Create a batch smart campaign to run nightly to convert the abbreviated Country value to non-abbreviated value 
3. Create a custom sync rule to overwrite existing SFDC logic 
4. Create a custom visibility rule to convert the Country value  

2. Which of the following practices is essential for maintaining and analyzing data quality in a Marketo instance? 

1. Regularly importing data from multiple external sources without validation. 
2. Setting up automated Smart Campaigns to identify and correct incomplete or incorrect lead data. 
3. Deleting all inactive leads every month without review. 
4. Manually updating each lead record for accuracy. 

3. A Marketer is performing some analysis for an email that deployed last year, they notice the program status for delivers is not aligned with the smart list they created which uses the Email Delivered Filter. 

Program Status of Delivered has 80,000 people 

Smart List for Was Delivered Email has 0 people 

What might be happening here? 

1. Unsure reach out to Marketo Support 
2. Program Status date is retained for over 25 months, but data for emails delivered is only retained for 90 days 
3. People were deleted due to inactivity which is causing the variance 
4. Smart Lists are only refreshed every 12 hours 

4. Which of the following scenarios would be best suited for creating an "Interesting Moment" in Marketo?

1. A lead opens any email from the marketing team.
2. A lead visits the company’s homepage.
3. A lead fills out a high-value form, such as a demo request.
4. A lead’s email address is updated in the database.

5. What are some key factors to consider when defining the lifecycle model in Marketo? 

1. Number of marketing campaigns launched 
2. Buyer personas and their respective behaviors 
3. Average response time to leads 
4. Frequency of email sends 

@Shyamanjan @saurabhmce @ujjawalmaneriya @jasmin10 @djhoward  @BhaskarNaik 

[djhoward]

Hi Ryan and fellow mentees. Catching up on the Week 3 Quiz:

1. Create a smart campaign to trigger off a new record being created from this source and convert the abbreviated Country value to non-abbreviated value - I believe there are a couple ways to do this but this is the most efficient

2. b 

3. b. 

4. c.

5. b.

[ryshgs]

Good job! Here are your results.

1. Correct -  a. Create a smart campaign to trigger off a new record being created from this source and convert the abbreviated Country value to non-abbreviated value 

Absolutely there are a few way to do this, but in this case since they could get the email the next day and click so they need to be sent to sales, we want to do this ASAP so trigger instead of batch is important.

2. Correct - b. Setting up automated Smart Campaigns to identify and correct incomplete or incorrect lead data. 

3. Correct - b. Program Status date is retained for over 25 months, but data for emails delivered is only retained for 90 days 

4. Correct - c. A lead fills out a high-value form, such as a demo request.

5. Correct - b. Buyer personas and their respective behaviors 

[jasmin10]

Hi Ryan,

I had missed the Week 1 quiz, so adding both the answers below

Week 1

1. b

2. b

3. True

4. Yes

5. a

Week 3

1. Create a smart campaign to trigger off a new record being created from this source and convert the abbreviated Country value to non-abbreviated value 

2. Setting up automated Smart Campaigns to identify and correct incomplete or incorrect lead data. 

3. Program Status date is retained for over 25 months, but data for emails delivered is only retained for 90 days

4. A lead fills out a high-value form, such as a demo request.

5. Buyer personas and their respective behaviors 

Thanks,

Jasmin Saji

[ryshgs]

Thanks for taking the time to complete both the week 1 and week 3 quiz.

Here are the results.

Week 1

1. Correct - Asset Audit Trail

2. Correct - Web Designer

3. Correct - True

4. Incorrect - There is not a clear need for Workspaces and Partitions. Workspaces and Partitions are used if there can be absolutely no overlap with audiences, ie. Financial Advisors Vs Investors, from a compliance standpoint they need to be marketed to separately, and can not exist in the same program together. In this case a Financial services company could have a workspace and partition for investors where they build investor specific programs and collect investor specific data, and have an advisor specific workspace and partition where they build those programs and collect those data points. For example for advisors they would collect registered advisor # or company name for example, whereas investor could just be regular people like us.

5. Correct - Create a Global Token at the Marketing Activities Folder, and reference it in the Program Templates

Week 3

1. Correct - Create a smart campaign to trigger off a new record being created from this source and convert the abbreviated Country value to non-abbreviated value 

2. Correct - Setting up automated Smart Campaigns to identify and correct incomplete or incorrect lead data. 

3. Correct - Program Status date is retained for over 25 months, but data for emails delivered is only retained for 90 days

4. Correct - A lead fills out a high-value form, such as a demo request.

5. Correct - Buyer personas and their respective behaviors 

[ujjawalmaneriya]

Hi @ryshgs ,

Thanks for sharing the week3 Questions. I have shared my answer below:

1. Create a smart campaign to trigger off a new record being created from this source and convert the abbreviated Country value to non-abbreviated value 
2. Setting up automated Smart Campaigns to identify and correct incomplete or incorrect lead data. 
3. Program Status date is retained for over 25 months, but data for emails delivered is only retained for 90 days 
4. A lead fills out a high-value form, such as a demo request.
5. Buyer personas and their respective behaviors 

Thanks

Ujjawal Maneriya

[ryshgs]

Great job 5/5 correct, maybe I made this one too easy 😉

Have you taken the Marketo Exam Readiness questionnaire yet? If not I would recommend you take it and let me know how it goes, if you struggle with one section I can come up with some questions specific to that area to help you prepare more.

Take the online readiness questionnaire

[ujjawalmaneriya]

Hi @ryshgs ,

Thanks for your suggestion. I will attend Marketo Exam Readiness questionnaire on this weekend. Please share few questions related to engagement program, Workspace and partition.

Thanks

[ryshgs]

Here are some bonus questions on Nurture. Feel free to do them if you wish, FYI these are not coming from a Marketo Library or anything so they will not be the same or necessarily similar to the exam questions.

What is the best practice for adding new content to an existing nurture program in Marketo?

A. Create a new stream for each piece of new content.

B. Add the new content to the current stream and adjust the cadence as necessary.

C. Replace old content with the new content.

D. Stop the nurture program, add the new content, and then restart it.

What is the recommended method for transitioning someone from one stream to another in a Marketo nurture program?

A. Manually move each lead from one stream to another.

B. Use a Smart Campaign with a "Transition Rule" to automate the process based on specific criteria.

C. Delete the lead from the current stream and re-add them to the new stream.

D. Send an email asking the lead if they want to be moved.

How can you ensure that a lead is not included in more than one nurture program at the same time in Marketo?

A. Use Program Membership rules to automatically remove the lead from other nurture programs.

B. Manually check and update the lead's status across all nurture programs.

C. Use a global Smart Campaign to manage lead membership across all nurture programs.

D. Set up email alerts to notify you if a lead is added to multiple nurture programs.

[ujjawalmaneriya]

Hi @ryshgs ,

Thanks for sharing the questions.

1. Add the new content to the current stream and adjust the cadence as necessary.
2. Use a Smart Campaign with a "Transition Rule" to automate the process based on specific criteria.
3. Use a global Smart Campaign to manage lead membership across all nurture programs.

Request you to, share more questions related to reports.

Thanks

Ujjawal

[ryshgs]

1. Correct

2. Correct

3. Correct

[ryshgs]

I am tagging you b/c you missed ether the Week 1, Week 2 or both quizzes, if you would like please response to the quiz below.

@jasmin10

@@BhaskarNai 

@saurabhmce

@Shyamanjan 

Week 1 Quiz

1. A Marketer notices an email was sent with the incorrect subject line; however, they remember they updated the email before it went out to a different subject line. Where would the Marketer go in Marketo to review what happened?
   1. Admin Audit Trail
   2. Asset Audit Trail
   3. User Login History
   4. Used By Tab
2. A new hire is being onboarded, within this role they are responsible for adding files to the design studio, they will not build the programs or assets in Marketing activities. What role should they be given?
   1. Marketing/Standard User
   2. Web Designer
   3. Analytics
   4. API User
3. True or False - The activity log on the Person Detail Page contains all activities related to the person and is filterable by Email, Web, Smart Campaigns, Opportunities and more.
   1. True
   2. False
4. An organization is implementing Marketo and wants to understand if they need Workspaces or Partitions. They operate across the globe in many regions and have a large set of products that they offer, a person can purchase across geographies and products. Is there currently a use case for Workspaces or Partitions?
   1. Yes
   2. No
5. A marketer wants to ensure that the year in the email footer is always correct. What is the simplest method to ensure that this is correct.
   1. Create a Global Token at the Marketing Activities Folder, and reference it in the Program Templates
   2. Create a local token in each program template and update it
   3. Use some velocity script in the program templates
   4. Reach out to Marketo Support to fix

Week 2 Quiz 

1. A Marketer has been tasked by their legal team to track some data when someone unsubscribes from a Marketo email. The info they need to provide legal for record keeping, is as follows: 

• email address  
• time and day  
• reason they unsubscribed (field on the form) 
• program name  

Which combination of token types should the Marketer use? 

1. Lead/Person, System, Program 
2. Lead/Person, System, Trigger 
3. Lead/Person, System, Unsubscribed, Trigger 
4. Lead/Person, System, Unsubscribed, Program 

 2. True or False – You can use Webhooks in Add Choice in a flow step i.e.. If Webhook is Called send x email, if Not Webhook is Called send y email 

3. A Marketer wants to use a Program Member Custom Field {{member.webinar url}}, in a snippet in the registration confirmation email. How would they do this? (select one)

1. Create the PMCF field, add the token to the snippet, add the snippet to the email 
2. Create the PMCF field, add the token to the snippet, edit the default value, add the snippet to the email 
3. Reach out to Marketo Support to create a custom Velocity Script 
4. There is no way to achieve this 

4. What are the ways that someone can bypass the communication limit to send a marketing email? (select all that apply) 

1. There is no way to achieve this 
2. In Admin -> Communication Limit Settings deselect block marketing emails 
3. In the smart campaign change the qualification rules to not block non-operational emails 
4. Mark the Email as Operational 

5. A new Marketo client is trying to determine if their event program should have its own form or use a global form. Select all the benefits of using a local form over a global form. 

1. Can Customize Per the Campaign 
2. Scalable 
3. Easy to Manage and Maintain 
4. Acquisition Program is automatically assigned  

[djhoward]

Hi Ryan and fellow Marketo Mentees!

Please excuse the delay here as I was having login issues and had to get some permissions updated. 

My name is DJ Howard and I am from the Sunshine State of Florida currently working as the Digital Marketing & Brand Manager for UPS on the Healthcare team. I have used various email automation platforms over the last 10 years, but with over 3 years of Marketo experience, I can confidently say it's one of my favorite platforms. I'm excited to learn and have this community as we all look to get our certifications. 

[ryshgs]

This week (Week 2) we will be covering Marketing Activities/Campaign Management (Module 2) in the Adobe Marketo Engage Business Practitioner Expert Prep Guide. 

This module is the most important module as it equates to approx. 50% of the material in the guide and on the exam!

Reviewing this content will likely take 3-4 hours, please aim to do this before Friday morning, as I will post a quiz Thursday night (PT) for you to complete. 

If you have any questions while reviewing the content or on the quiz, please post in the thread and tag me so I can review and respond. 

Let's get certified! 

Ryan 

[ryshgs]

Week 2 Quiz 

@Shyamanjan @saurabhmce @ujjawalmaneriya @jasmin10 @djhoward @BhaskarNaik 

1. A Marketer has been tasked by their legal team to track some data when someone unsubscribes from a Marketo email. The info they need to provide legal for record keeping, is as follows: 

• email address  
• time and day  
• reason they unsubscribed (field on the form) 
• program name  

Which combination of token types should the Marketer use? 

1. Lead/Person, System, Program 
2. Lead/Person, System, Trigger 
3. Lead/Person, System, Unsubscribed, Trigger 
4. Lead/Person, System, Unsubscribed, Program 

 2. True or False – You can use Webhooks in Add Choice in a flow step i.e.. If Webhook is Called send x email, if Not Webhook is Called send y email 

3. A Marketer wants to use a Program Member Custom Field {{member.webinar url}}, in a snippet in the registration confirmation email. How would they do this? (select one)

1. Create the PMCF field, add the token to the snippet, add the snippet to the email 
2. Create the PMCF field, add the token to the snippet, edit the default value, add the snippet to the email 
3. Reach out to Marketo Support to create a custom Velocity Script 
4. There is no way to achieve this 

4. What are the ways that someone can bypass the communication limit to send a marketing email? (select all that apply) 

1. There is no way to achieve this 
2. In Admin -> Communication Limit Settings deselect block marketing emails 
3. In the smart campaign change the qualification rules to not block non-operational emails 
4. Mark the Email as Operational 

5. A new Marketo client is trying to determine if their event program should have its own form or use a global form. Select all the benefits of using a local form over a global form. 

1. Can Customize Per the Campaign 
2. Scalable 
3. Easy to Manage and Maintain 
4. Acquisition Program is automatically assigned  

[jasmin10]

Hi Ryan,

Apologies on the delay,  here are my answers for Week 2

1. Lead/Person, System, Program 

2. True

3. Create the PMCF field, add the token to the snippet, add the snippet to the email 

4. b,c,d

5. a,c,d

Thanks

[ryshgs]

Thanks for completing the week 2 quiz!

1. Correct

2. Correct

3. Incorrect - There is no way to achieve this "Program Member Custom Fields Tokens cannot be used in: email preheader, Date Tokens in Wait Steps, or Snippets." https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/programs...

4. Incorrect -  Only B and C apply, D is not valid as the email is supposed to be a Marketing email, while D would send the email, we need to be very careful we only mark truly operational emails as Operational.

5. Incorrect - Only A and D apply, C is not easy to maintain as if you ever needed to add a new field to all your forms, or change something to them you would have to do it over and over again, rather than updating in one global form for example.

[djhoward]

Hi Ryan and fellow Mentees, 

Here are my Quiz 2 responses, appreciate any feedback or clarity provided!

1. D. Lead/Person, System, Unsubscribed, Program 

2. True

3. B. I believe all snippets need a default value of some sort, but if there was ever a case to not have a default value this might be it.

4. C. This one was tricky, as I almost went the admin route for global limits, but I believe changing the qualification rules in this way will work for just the correlated smart campaign. 

5. A,C,D. Event program specific forms may not be as scalable as a global form, but it can be cloned and adjusted for other event programs. 

[ryshgs]

Thanks for taking the week 2 quiz!

1. Incorrect - There is no Unsubscribe specific Token that would be a lead token, the correct answer is Lead/Person, System, Program https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/demand-generation/landing-page...

2. Correct - True 

3. Incorrect -  While you should have a default value if you are doing personalization, you can not use a PMCF field in a snippet, per the documentation. 

• Program Member Custom Fields Tokens cannot be used in: email preheader, Date Tokens in Wait Steps, or Snippets. https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/programs...

4. Incorrect - Its both B and C, In Admin -> Communication Limit Settings deselect block marketing emails & in the smart campaign change the qualification rules to not block non-operational emails 

- Yes you can overwrite the campaigns compliance to Communications limits in the Schedule tab, but someone could also do this in the Admin section if they had access to Admin. 

5. Incorrect - Only A and D apply, creating one form per program is not easily maintained, for example if you were doing this pre GDPR, and then GDPR came out you would have had to update each and every form you were using rather than update a global form. You are right when you said Event program specific forms may not be as scalable as a global form, but it can be cloned and adjusted for other event programs, however in the context of this exam question its incorrect as its not maintainable.

[ujjawalmaneriya]

Hi @ryshgs ,

Sorry for late reply.

Due to some health issue, I have missed the week 1. I have attached my answer below:

Week 1

1. Asset Audit Trail
2. Web Designer
3. True
4. Please explain it more.
5. Create a Global Token at the Marketing Activities Folder, and reference it in the Program Templates

Week 2

1. Lead/Person, System, Program
2. False
3. Create the PMCF field, add the token to the snippet, add the snippet to the email
4. B,C, D
5. A, D

Thanks

Ujjawal

[ryshgs]

Hope you are feeling better!

Week 1 Results

1. Correct - Asset Audit Trail
2. Correct - Web Designer
3. Correct - True
4. Typically Workspaces and Partitions are used if there can be absolutely no overlap with audiences, ie. Financial Advisors Vs Investors, from a compliance standpoint they need to be marketed to separately, and can not exist in the same program together. In this case a Financial services company could have a workspace and partition for investors where they build investor specific programs and collect investor specific data, and have an advisor specific workspace and partition where they build those programs and collect those data points. For example for advisors they would collect registered advisor # or company name for example, whereas investor could just be regular people like us.
5. Correct - Create a Global Token at the Marketing Activities Folder, and reference it in the Program Templates

Week 2 Results

1. Correct - Lead/Person, System, Program

2. Incorrect - Answer is True "Finally, you can use Webhooks in Add Choice in a flow step."

 https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/smart-ca...

3. Incorrect - There is no way to achieve this "Program Member Custom Fields Tokens cannot be used in: email preheader, Date Tokens in Wait Steps, or Snippets." https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/programs...

4. Incorrect - Only B and C are correct, D was a trick answer, the question said to send an marketing email, that was a bit tricky, of course marking it as operational would bypass the communication limit but unless its an operational email we should not do this.

5. Correct - A & D