In this Champion Tips and Tricks series, we asked Marketo Champion, Jenny Robertson, to share her Top 3 Best Practices for using Marketo.
Learn something new? Comment below on which topics you'd like to see next!
Great tips & tricks!
Love the tip Data Value Change + Created. Can't tell you how many times I made that mistake!!!
These are great. Not usually talked about, but critically needed best practices everyone should be doing!
Great tips! Thanks for sharing!
List of actual marketable leads is a must! Great tips & tricks!
Yes! I think this is something that needs be be emphasized for new users, it's not totally intuitive and can really trip you up!
Well done video
Ooo yes - that Person is created trigger is a must - it's easy to forget or skip.
Yes! Great point on the "person is created" trigger, not including this is such an easy way for leads to fall through the cracks...
Great overview of how you are using Marketo.
I love the idea of an emailalbe smart list! I get questions regarding this all the time.
Emailable smart lists are my life blood.
Great tips and tricks! I use all 3 of these.
Great tips and tricks, Jenny Robertson! The Activity Log is a wealth of information once you start to dig into it!
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