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We use Eventbrite for smaller, local events (such as regional happy hours or lunch & learns) that our non-Marketo team members set up and run. The integration between Eventbrite and Salesforce was not allowing us to capture the data the way we wanted to, so we looked for a way to feed the data from Eventbrite into Marketo, prior to sending it into Salesforce. The solution for us was adjusting our data flow process to utilize “zaps” via Zapier. This step-by-step guide will show you how we were able to integrate our systems to capture the data we need. Side Note: Zapier offers a 14-day free trial which will allow you to test this functionality to see if it will work for your organization. WHAT YOU NEED TO GET SET UP: Admin access to Marketo, Eventbrite and Zapier Unique email address to create Zapier/Marketo connection (ex: zapierapi@yourcompany.com) Custom Field: Eventbrite ID (this may or may not already be available – just check ) PROCESS TO GET SET UP: Step 1: Add Eventbrite and Marketo to your “Connected Accounts” within Zapier Connect Eventbrite account to Zapier account Connect Marketo account to Zapier account Follow the instructions found here to obtain your Client ID, Secret and Domain Please note: You will need to create an alias email address to connect the Zapier API to your Marketo instance (ex: zapierapi@yourcompany.com) Step 2: Create Zap to capture event “registration” in EventBrite and feed the data into Marketo EVENTBRITE: Create the event in Eventbrite. Make adjustments to the “order form” as needed to ensure that the appropriate fields are being captured upon registration. If certain fields are necessary to add to your database, make sure that they are “required” fields on the order form (ex. First Name, Last Name, Company Name, Email Address, etc.). Make your event “live” and submit a test registration (you’ll be able to remove the test later). MARKETO: Create a list in your Marketo Lead Database to capture registrants. For scalability, it’s recommended that you create a “Zap Lists” folder under your “Group Lists” folder. Use a naming convention that will clearly identify which list should be associated with which event. We use the date of the event as the unique identifier (ex: 160629 NE Happy Hour - Registered) MARKETO: Create an Event program in Marketo. If you would like to use the Marketo Events app to check people in at the event, be sure that you use the appropriate channel for your program. In the “Setup” tab, be sure to add your period costs, appropriate tags, and analytics behavior. Also, be sure to “schedule” your event if you plan to use the Marketo Events App for attendee check-in. MARKETO: Create a smart campaign to add the appropriate registrants to the event program. SMART LIST: Trigger: Added to List > List Name is [insert the list name you created in Lead Database to capture registrants] Filter: Eventbrite Id > Eventbrite Id is [leave blank until you obtain the id from Zapier] FLOW: Change Program Status > Program [the program you created] New Status: [channel > registered] Please note: You can create whatever additional flow steps or smart campaigns you need to facilitate your program. The above are just the basics needed to associate the lead with the program for the Zapier dataflow process described here. ZAPIER: Once you’ve completed the items listed below, select the “Make a Zap!” button. Be sure to clearly name your Zap, so you know what event and action the Zap represents: The Eventbrite and Marketo accounts are connected The event has been created in Eventbrite The event registration list has been created in the Lead Database (Marketo) The event program has been created in Marketing Activities (Marketo) Create Step 1 of the Zap. Follow the document titled “Use Zapier for Registration” for visual guide of the following steps: Select Eventbrite for your trigger app Select “New Attendee” for your Eventbrite Trigger Select the appropriate Eventbrite account Select Event Status is “live” Select Event is [the event you created in Eventbrite] Review the details of the attendee registration to obtain the “Eventbrite ID”. MARKETO: Copy that “Event ID” and insert it into your event program smart campaign in Marketo. This will ensure that the appropriate registrants are being associated with the appropriate events. Please note: event_id = Eventbrite id Create Step 2 of the Zap. Follow the document titled “Use Zapier for Registration” for visual guide of the following steps: Select Marketo for your action app Select “Create or Update Lead” as your Marketo action Select the appropriate Marketo account Associate the fields captured via the Eventbrite order form with the appropriate fields in the Marketo database. Not all fields need to be associated. This step is unique to your organization. Email is the only “required” field and you must populate the “Eventbrite Id” field with the appropriate information. Create Step 3 of the Zap. Follow the document titled “Use Zapier for Registration” for visual guide of the following steps: Select Marketo for your action app Select “Add Lead to List” as your Marketo action Select the appropriate Marketo account To Set up Marketo Lead to List, select List = [the list you created in the Lead Database for registrants]; select Lead = Use a custom value, Custom Value for Lead ID = Step 2 ID You will be able to verify that the registration process fired appropriately by reviewing your list in the Lead Database and the event program in your Marketing Activities section within your Marketo instance. Step 3: Create Zap to capture event “check-in” in EventBrite and feed the data into Marketo The hang up we’ve run into with the Marketo Events app is that you have to use a tablet to “check in” event attendees. With Eventbrite, our reps have the ability to use their phones to check people in, which tends to be easier for our organization. This is why we set up a Zap to push “check in” data from Eventbrite into Marketo. Please note: if you’re using the Marketo Events app to track attendees, you do not need to set up a Zap to push attendee data from EventBrite into Marketo. This is only needed if you will be “checking in” attendees via the EventBrite app/platform. MARKETO: Create a List in your Marketo Lead Database section to capture event attendees. Use a naming convention that will clearly identify which list should be associated with which event. We use the date of the event as the unique identifier (ex: 160629 NE Happy Hour - Attended) MARKETO: Add a smart campaign to your event program that will listen for registrants to “check-in” to the event. SMART LIST: Trigger: Added to List > List Name is [insert the list name you created in Lead Database to capture attendees] Filter Eventbrite Id > Eventbrite Id is [same id from the “add to program” smart list created in previous steps] FLOW: Change Program Status > Program [the program you created] New Status: [channel > attended] You can create whatever additional flow steps or smart campaigns you need to facilitate your program. The above are just the basics needed to associate the lead status change with the program. EVENTBRITE: Go into your event in Eventbrite and mark your test registrant as “check-in” to update the status ZAPIER: Create Step 1 of the Zap. Follow the document titled “Use Zapier for Attendees” for visual guide of the following steps: Select the “Make a Zap!” button Select Eventbrite for your trigger app Select “New Attendee Check-In” for your Eventbrite trigger (this option may appear under “show less common options”) Select the appropriate Eventbrite account Select the correct event associated with the “check-in” for the Eventbrite Attendee Create Step 2 of the Zap. Follow the document titled “Use Zapier for Attendees” for visual guide of the following steps: Select Marketo for your action app Select “Create or Update Lead” as your Marketo action Select the appropriate Marketo account Associate the appropriate fields in Eventbrite with the fields in Marketo. For this step you only need to associate the “email address (profile email)” and the “Eventbrite id (event id)”. This lead (if new to your database) was already created in your registration zap. Create Step 3 of the Zap. Follow the document titled “Use Zapier for Attendees” for visual guide of the following steps: Select Marketo for your action app Select “Add Lead to List” as your Marketo action Select the appropriate Marketo account To Set up Marketo Lead to List, select List = [the list you created in the Lead Database for attendees]; select Lead = Use a custom value, Custom Value for Lead ID = Step 2 ID You will be able to verify that the check in process fired appropriately by reviewing your list in the Lead Database and the event program in your Marketing Activities section within your Marketo instance. Congratulations! You’re all set up. Remember to remove your test registrants/attendees from the Marketo program. You’ll also want to be sure to turn your zaps “on” before collecting registrants/attendees. Another thing to consider is that Zapier charges based on the amount of zaps being used. You may want to consider deleting the zaps once the event is completed, so you will not be charged.
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  Whether you’re new to Marketo or trying to clean up a mess, you may wonder what you can do to keep your Marketing Activities organized within your instance. Through hiccups and hair pulling, our team has finally discovered a great way to keep ourselves organized, which has enabled us to work more efficiently. Take a look at what we’ve done and determine if it’s the right fit for your organization. In the Marketing Activities section of our Marketo instance, our main folders are set up to represent different activities that are performed in Marketo. Example: > Active Marketing Programs >Demand Generation Programs >Customer Support / Operational Activities >Operational >Archive Folder >Learning Folder Within those folders, we have additional folders that are broken out by the various channels we use. *Active Marketing Programs example below Example: > Active Marketing Programs > Digital Ads > Email Blasts > Events > Newsletter > PPC > Website Within those folders, we've create more descriptive folders for the various campaigns running in each channel. *Event example below Example: > Active Marketing Programs > Digital Ads > Email Blasts > Events                 > Trade Shows                 > Webinars > Newsletter > PPC > Website We have several campaigns running in each channel, so we've built out folders to specify by a specified time frame (year and quarter). *Webinars example below Example: > Active Marketing Programs > Digital Ads > Email Blasts > Events                 > Trade Shows                 > Webinars                                 > 2015 Webinars                                                 > Q1 – 2015 Webinars                                                 > Q2 – 2015 Webinars                                                 > Q3 – 2015 Webinars                                                 > Q4 – 2015 Webinars > Newsletter > PPC > Website Within the specified time frame folder is where we house our individual campaign folders that contain our programs and other local assets for the campaign. For these folders, I’ve found it helpful to follow a very structured naming convention. This helps to ensure that our instance stays organized and everyone working in our instance knows how to label items. My recommendation would be to use the channel type, the date (YYMMDD) and brief description of the program (for our webinars we use the time of the webinar, the service name we're promoting, and the target audience of the campaign). Below is an example of our webinar folder structure. Example: > Active Marketing Programs > Digital Ads > Email Blasts > Events                 > Trade Shows                 > Webinars                                 > 2015 Webinars                                                 > Q1 – 2015 Webinars                                                                 > Webinar – 150205 11 AM SERVICE A – PERSONA 3                                                 > Q2 – 2015 Webinars                                                 > Q3 – 2015 Webinars                                                 > Q4 – 2015 Webinars > Newsletter > PPC > Website This folder houses our event program for the webinar (the event program has the same naming structure as the folder). We also use the same naming structure for our SFDC Campaign Name. Check with your Sales team to see if that’s a viable option for your organization. The folder also houses our "granular channel programs" that we use to attribute success to the various channels we use to drive traffic to the webinar event (such as PPC, email, social, etc.). Happy Building!
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Christian Martinez​ provided these: Alt + D = Design Studio Alt + L = Lead Database Alt + M = Marketing Activities Ctrl + Z + T = Open the last close tab... it helps a lot Any others?
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Use the Salesforce workflow engine to supercharge your marketing automation in this presentation from the Marketo Summit 2014. Presented by Delinda Tinkey and Charlie Liang.
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In light of the tragic attacks in Paris on Friday night we send our thoughts and prayers to our French customers and all those affected. There are several ways you can help and get involved, starting with sharing your support in the comments of this thread. If you post elsewhere in Community be sure to use the tag #prayforparis​ If you'd like to get involved in other ways, Here's how you can help victims of the Paris terror attacks.
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Creating an A/B Test program in Marketo Create a new Program in Marketo:                2. Choose the Campaign folder, provide the program name and choose the program type and the channel: Channel should be Email blast 3. Create a new asset within the program: 4. Choose Email program as the asset: The idea of creating Email program as an asset within a program is to have the ability to track progression statuses in a better way with the original program being the one tracking statuses.        5. Give a Program name and choose the type and channel:     6. Create an email within the email program and approve the email:        7. Go to the Email program created: 8. Choose the email created and approved in the steps above: 9. Add the A/B Test to your email:    10. A/B Testing can be done based on Subject Line, Whole emails, from address and date time: 11. For this example let’s choose subject line: 12. Define the subject lines for the email on which we are trying to test and choose the sample size of the test: In the above example, we chose 20% as the sample size and we have 4 subject lines to test. So 5% of the audience list will each receive email with a particular subject line and the winner will be send to the remaining 80%. 13. Define the Winner criteria based on which the email would be treated as a winner and you can also declare winner manually after viewing the test results: 14. Schedule the test and the winner, choose the email address you want to send notification to: 15. Click on Finish: 16.Verify the details and click on close: 17. Define the smartlist(audience) for this email send: 18. Define the filters for the smart list:    19. The audience details will be reflected in the program now: 20.  Approve the program:    21. Once the test is run successfully, the results can be seen as shown below:   
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If you have not heard or seen it yet, in the Fall 2016 Release, we were super excited to launch our Content AI (Predictive Content) for Email. This included a revamp of the Content AI App (previously known as Predictive Content).   Content AI i s an Application Marketo offers that helps you auto-discover your content, engage your web visitors and email recipients with the most relevant, recommended content powered by machine learning and predictive analytics. See more in Docs here:Predictive Content - Marketo Docs - Product Docs   Here are regular FAQs on Content AI we hear from customers and those interested in the App:   General   Where do I learn more about Predictive Content? Marketo.com Website Product Page: Content AI Recommendations - Marketo Customer Success Story using Content AI : Case Study​ / Webinar Video​ Webinar: Behold the magic of Predictive Content​ Marketing Nation Summit 2016: Predictive Content: Amplify your content through machine learning Request a demo from your Account Manager   How do I find the Content AI App? Is it the same as Web Personalization? Content AI is a paid for stand alone App offered by Marketo. It is a separate product to Web Personalization. If you have purchased the Content AI App, you will see a Content AI icon on your My Marketo page. If you are interested in hearing more about the App, speak to your Account Manager.   Setup   Do I need the RTP Javascript tag to enable Content AI on my website and landing pages? The set up process for Content AI (See Getting Started Docs​) includes adding the RTP Javascript Code onto all pages of your website, including landing pages. This helps us to "listen" to your web activity, to auto-discover your content and display it on your web or email channels as Content AI outputs.   A re there any restrictions on where the content resides? Does that content have to reside in Marketo or can it be in any CMS? The RTP Javascript tag is agnostic to CMS platforms, meaning it works on all types of CMS platforms. Once the tag is on your site, we can discover and track all your content (PDF, embedded video, HTML pages) and use it for Content AI . So, the content does not have to reside on Marketo or Landing Pages or Design Studio. The Content AI part that the marketer prepares based on the discovered content and the part that is shown Predictive on your website or within an email is managed and controlled within the Marketo Content AI App.   Content Discovery   How does Content AI discover my website content? Marketo Content AI "listens" to your website activity, and when any web visitor clicks and views a specific content piece (HTML, PDF, Embedded Video, PPT) on your domain, we capture and discover the content title and content URL and start tracking the content's views and engagements. This  discovered content piece is then displayed under the All Content page. For set up details of Content Discovery see: Getting Started with Predictive Content.   Does the Content AI reporting also show which content has the highest engagement? Yes, the All Content page shows all web content (html pages, videos, pdf, etc...) on your domain that web visitors viewed. These results can be displayed from highest views to lowest.   On the Content AI page, the reporting shows how many web visitors or email recipients clicked on the Content AI piece and can also be sorted to see which was the most engaged piece of Content AI per channel (web or email) or overall.   Tracking Content   How many contacts or content do I need to start using Content AI ? Content AI relates to web content. Content Discovery will find in most cases, we have seen hundreds of content pieces on your domain. The marketer can then go ahead and approve and enable these discovered content pieces for Predictive Content. You can also manually add content pieces to the collection. It is recommend you have 10-15 pieces of content enabled for Predictive (for any channel) to start and keep adding more to this.   Can you create your own Conversion Criteria ? We track and display the views on content and also clicks on Content AI . In addition, the metrics we show are conversions (direct and assisted) per content piece, which shows attribution to the content piece in bringing in new People. Conversions : The number of visitors who clicked on recommended content and completed a form in the same visit Assisted Conversion : Visitors who clicked on recommended content in a past visit and completed a form later Currently, you cannot create your own conversion criteria.   Content AI Algorithm   Can you clarify on how the algorithms predict the content? The Content AI algorithms use machine learning and predictive analytics to decide and recommend which pieces of content are relevant for each visitor or email recipient individually. We use a mixture of algorithms that are constantly optimized and improved for best performance and results analyzing clicks and conversions. The algorithms are based on trending, popular content viewed on your website, new pieces of content added to your site, and also takes into account URL paths and user behavior clicks and visits.   Will Content AI show content the visitor or email has already received? There are certain checks and validations in place in order to provide the best experience for the end user receiving Content AI . These include: The Recommendation Bar will not recommend a piece of content the web visitor is currently browsing The Rich Media Recommendation will not show repeat predictive content on the same page and if the user clicks on a piece, we will not recommend the same piece of content they clicked on during that visitor's session. In Predictive Content for Email, a email recipient will not see the same Predictive Content more than once in follow up emails sent with Predictive Content in them.   Does Predictive Content now take into consideration any type of segmentation? So predictive content for segment A versus segment B? No, it is not related to segments, and this would be more of a rule-based style Web Personalization campaign. Instead, Predictive Content takes into account many variables to calculate before producing the Predictive outcome result for each visitor. Predictive Content can also be categorized and shown per category in the Rich Media and Email. See more here: Set Up Categories in Predictive Content   Is the Predictive Content picked at random, or is it based on customer criteria? The Predictive Content is prepared and approved by you. You also select the look and feel of the outcome and where it will appear on your site or in your email body. However, in the end it's the Algorithm that decides which of the approved Predictive Content pieces is best to show the current web visitor or email recipient.   Displaying Predictive Content on Web or Email   What are the Character Limits (Char limits) for predictive content on Web and Email?   Content Name: 255 Chars Bar Title: 110 Chars Rich Media Title: 50 Chars Rich Media Description: 215 Chars Email Title: 50 Chars Button Label: 17 Chars   The char limits are in place in order for the text to fit into the defined styling and look for the bar, rich media and email layout.   Can you see which pieces will be promoted in the email before sending the email? As the marketer, you can prepare and approve the piece of content for each source (email, web). In the end, the Predictive Algorithm decides what the end user will receive. For Predictive in Email, you can preview the layout and category of the Predictive Content, however the Predictive image is not seen until the recipient opens the email, so what you see in the preview is just an example, and will not necessarily be the image the recipient sees. See the process for setting it up and previewing Predictive Content in Email here.​   Can we use only Marketo landing pages, or anything under our company webpage domain? Yes, you can define all html pages, including landing pages, as content pieces to use in predictive. You can also manually add new pieces of content to the application.   Do you recommend Predictive Content for Marketo landing pages? Particularly Thank you pages? Predictive Content for web in the form of the Recommendation Bar or Rich Media is suited for all types of pages. We have customers using rich media on their home page (3 pieces of Predictive Content in horizontal format) below the fold of the home page. We have the Bar running on Blogs or Resources pages. A Thank You page or Thank You email is a great use case to add Predictive Content as these pages or email, usually do not have any call to action, and adding Predictive Content can help create more clicks and engagement by the viewer. You can categorize your predictive content for Rich Media and Email so it would be recommended to show on that Thank You page Predictive Content related to the thank you submission (eg. white paper, case study, webinar, blog post).   Can you alter the code of the predictive content to be flush with a font style/coloring? Predictive Content Rich Media for Web can be styled accordingly with font and colors. See here: http://developers.marketo.com/javascript-api/web-personalization/rich-media-recommendation/​. Predictive Content for Email is a Predictive image generated upon email open, so it is offered as 8 different fixed layouts and the Marketo user selects one. See documentation here: Enable Predictive Content in Emails.   Can you use categories in the "web" or "rec bar" versions like you can in emails? You can use Categories in Rich Media for Web and in Predictive for Emails. Currently, the Recommendation Bar does not support categories. Categories allow you to group your content and present predictive outcomes on web (rich media) or email. For example, you can work only with blogs, or with content in a particular language.
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Marketo Users often create a Trigger Campaign to trigger "Clicks Link” or “Open Email” activities on AB Test Email Program. They are surprised that they cannot find the emails in question under the Smart List drop menu for the trigger (1). Or, they successfully selected the Emails without issue and activated the Trigger Campaign, but after all it is throwing errors (2). What happened? 1. When Emails are used under AB Test Email Program, their name is wrapped with the Program Name + Test Type Name. E.g.  TEST AB TESTING.Whole Emails Test (it will look different depending on Test Type you select. But, it will always start with the Program Name). Then, targeted Emails name can be located under Constraint Trigger “Test Variant” as shown below (Emails Name here are Email A/Email B & Test Type: Whole Emails):   Note that Link & Test Variant can be found under “Add Constraint”. Also, it is very important to approve the AB Test Program before you create the Trigger Campaign otherwise those data won’t be available there for you to use. 2. Errors can be the result of not activating the AB Test Email Program before doing so for the related Trigger Campaign. Because, if it is activated in the first place there is no way to find the Emails' Name under the Trigger Smart List. Meaning that after initiating the AB Test, the system can no longer retrieve the targeted Emails name. Consequently, you get an error under the Trigger Campaign Smart List and it won’t fire.          
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Welcome to our new 'beta' program: The Nation Talks​​​ Like the (original) Ted Talk​, the goal is to share and spread ideas in a short, but effective format (We prefer 5 minutes vs. Ted's 18 minutes). Topics will focus on Digital Marketing and Marketo related topics. At first, we will invite our Champions to provide content, but over time we hope to expand the program. So feel free to follow or bookmark this content. And if you are old school, all the Ted Talks pages are RSS enabled. Please visit The Nation Talks ​​​ on a frequent basis because we will be adding content each week. Please provide feedback on topics you'd like to hear in future talks by commenting on this post. Thank you for visiting The Nation
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Included in this article Summary Since the “Is Anonymous” filter is being removed, Analytics reports won’t be able to add it into the smart list of the report. The “Is Anonymous” filter will be taken out of the available filters that can be chosen, but is not removed from any Smart Lists where it is currently in use. For more information about removing the filter, please visit the Customer Action documentation here. Reporting on Anonymous Web Activity Just because the “Is Anonymous” filter is being removed doesn’t mean you can’t get reports on anonymous web activity. The Web Page Activity Report and the Company Web Activity Report will continue to show anonymous web activity. To get anonymous activity to show in the report, follow these steps: 1. Navigate to the Setup tab and double click on the “Activity Source” setting. 2. In the dialog box, select which source you'd like to view. Your report will now show anonymous web activity! Affected Reports Not all Analytics reports allow smart lists, so not all Analytics reports will be affected by this upgrade. The reports below will be the ones affected and will have the "Is Anonymous" filter removed: Web Page Activity Company Web Activity Email Performance Lead Performance Engagement Stream Performance Email Link Performance Lead By Revenue Stage Leads By Status Sales Insight Email Performance
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Included in this article Overview Over the past year, we've been working to make some changes to the Marketo platform. As part of this initiative, we’ve updated naming conventions for some of our products and made some changes to the UI. That includes the following: Changes to Marketo Field Names The words “Lead/Leads” have been replaced with “Person/People” and in some cases “Sales”, throughout the Marketo solution. In some cases, we’ve removed the word “Lead” completely. For example, “Lead Database” has been replaced with “Database.” These changes will be reflected in standard field names. (See below for a complete list) Lead tokens will remain unchanged. Changes to Real-Time Personalization Real Time Personalization (RTP) has been renamed to “Web Personalization.” If you have this feature enabled, you will see this name change along with a new tile in MyMarketo to access it. “Predictive Content” is accessible now via its own tile in MyMarketo. Changes to Marketo Docs Marketo documentation will be updated to reflect these terminology changes in the near future. In the interim, you may see references to “Lead/Leads” in the docs. Please note that all instructions currently listed in the docs remain the same . Field Names and Tokens The following changes have been made to Marketo Field Names. Tokens will not be changed. Previously Named Now Named Field Name: Lead Owner Email Address Token: {{lead.Lead Owner Email Address}} Field Name : Sales Owner Email Address Token: {{lead.Lead Owner Email Address}} Field Name: Lead Owner First Name Token: {{lead.Lead Owner First Name}} Field Name: Sales Owner First Name Token: {{lead.Lead Owner First Name}} Field Name: Lead Owner Last Name Token: {{lead.Lead Owner Last Name}} Field Name : Sales Owner Last Name Token: {{lead.Lead Owner Last Name}} Field Name: Lead Owner Job Title Token: {{lead.Lead Owner Job Title}} Field Name: Sales Owner Job Title Token: {{lead.Lead Owner Job Title}} Field Name: Lead Owner Phone Number Token: {{lead.Lead Owner Phone Number}} Field Name: Sales Owner Phone Number Token: {{lead.Lead Owner Phone Number}} Field Name: Lead Notes Token: {{lead.Person Notes}} Field Name: Person Notes Token: {{lead.Person Notes}} Field Name: Lead Partition Token: {{lead.Lead Partition}} Field Name: Partition Token: {{lead.Lead Partition}} Field Name: Lead Rating Token: {{lead.Lead Rating}} Field Name: Rating Token: {{lead.Lead Rating}} Field Name: Lead Revenue Cycle Model Token: N/A Field Name: Revenue Cycle Model Token: N/A Field Name: Lead Revenue Stage Token: N/A Field Name: Revenue Stage Token: N/A Field Name: Lead Score Token: {{lead.Lead Score}} Field Name: Score Token: {{lead.Lead Score}} Field Name: Lead Status Token: {{lead.Lead Status}} Field Name: Status Token: {{lead.Lead Status}} For more information about Tokens, please see the Tokens Overview​ article. Real Time Personalization (RTP) Real Time Personalization (RTP) has been renamed to “Web Personalization.” If you have this feature enabled, you will see this name change, along with a new tile in MyMarketo to access it. Old New Although references to "Lead/Leads" has been changed to "Person/People" in these apps, the term "Visitors" will remain. This is because Leads/People refers to known people that exist in your database, while Visitor refers to all web visitors (both known and anonymous). For more in depth information about what Web Personalization can do, check out our documentation at Web Personalization - RTP​ . Predictive Content Our “Predictive Content” product is now accessible in MyMarketo, via its own tile. Predictive Content is the new name for RTP’s Content Recommendation Engine, which allows content assets to be promoted to people visiting your website. It has been upgraded and now will not only engage your web visitors, but also your email recipients with the most relevant content, powered by machine learning and predictive analytics. New For more information about Predictive Content, check out our documentation at Predictive Content. Lead Database The following changes have been made to Lead Database terminology. Previously Named Now Named Lead Database Database Lead Person Leads People
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You may want to track history of Marketo Forms filled out by your Leads so you can identify which Form was filled out first or last. What I am going to share with you today, will give you an idea about how you can easily implement this under your Marketo instance. 1.  Requirements 1.2  Field(s) You will have to create two (2) Fields under Marketo only, if you don’t want their data to be synced to your CRM account. Otherwise, the Fields must be created under Lead/Contact Objects in your CRM (E.g. Salesforce). Make sure there are visible to the Marketo Sync User and that he has Read & Write access on it. They will be then synced to Marketo and ready to use.  Let us name the Fields here   Last Form & Last Form History. Links below must be useful for creating Fields in: -  Marketo:  http://docs.marketo.com/display/public/DOCS/Create+a+Custom+Field+in+Marketo -  Salesforce: https://help.salesforce.com/articleView?id=adding_fields.htm&type=0 Note that an Admin Role is required in both cases. -  Fields should be “ Text ” type as shown below: 1.3  A Trigger Campaign -   A Trigger Campaign that will fire when a Lead fills out any Form as shown below under the Smart List Tab : -  And the Flow should be set as the following:                                                                                Remember to set the Campaign under the Schedule Tab so a Lead can go through the Flow every time. Please consider the link below to learn more about it: -  http://docs.marketo.com/display/public/DOCS/Edit+Qualification+Rules+in+a+Smart+Campaign 2. Expected result   When a Lead fills out a Form, if the Last Form field is empty it will be updated with the Form name. And so the Last Form History. The next time he fills out another Form, the new Form name will overwrite the existing data in the Last Form Field. The Last Form History one will be also updated.
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I created this as I was studying for the Revenue Cycle Analytics exam. I tried so hard to understand Attributions in Marketo by watching a video about attribution in Marketo University, as well as reading the Product Docs. However, it took me so long until I am able to fill in data for the attribution tables. The Revenue Cycle Analytics Certification may be closed soon, but I do hope my note and explanation would be beneficial, and would complement Marketo's Product Docs in regards to understanding Attributions
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The Marketo Certified Expert credential showcases your knowledge and proficiency in the use of Marketo, including the Marketing Calendar. This in-depth review shows you how Marketo uses Marketing Calendar, and  provides insights on campaign building through a familiar calendar view - empowering marketing teams to coordinate better, be more productive, and move faster than ever before. Watch the video: Video Link : 1429 More Information For more information on the Marketing Calendar, please see the Calendar product docs. Or if you have questions about Marketo Certification, please contact us at certification@marketo.com .
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Hi All, I recently inherited a marketo database and am new to administrating the platform in general. I come from a salesforce background and have been spoiled at having the ability to look up what each permission does and exactly what it controls. I've searched out there for something similar with marketo and haven't had a whole lot of luck finding a consolidated document that describes the roles well. I have tried compiling my own and there were a few things I didn't know, but if there is an expert out there, can you take a glance at this and let me know if I've misunderstood any of the permissions? Thank you! Kelly Access Admin Access Admin: Ability to click on ‘Admin’ in the upper right corner of Marketo. Also allows user to see Admin | My Account. Access Channels: Ability to see and manage Admin | Tags | New Channels or Tag Actions. Note this only applies to channel type tags. Access Communication Limit: Ability to see and manage Admin | Communication Limits. Access CRM: Ability to see and manage Admin | Database Management | Salesforce Objects Sync and Admin | Integration | Salesforce. Access Data.com: no current subscription, assuming this assists in downloading leads from data.com Access Email Admin: Ability to see and manage Admin | Email. Access Event Partners: Ability to see and manage Admin | Integration | LaunchPoint. Access Field Management: Ability to see and manage Admin | Database Management | Field Management. Access File Upload: not sure what this does Access Landing Pages: Ability to see and manage Admin | Integration | Landing Pages. Access Location: Ability to see and manage Admin | Location. Access Login Settings: Ability to see and manage Admin | Security | Login Settings. Access MK Denial: no current subscription - not sure what this is Access Munchkin: Ability to see and manage Admin | Integration | Munchkin Access Revenue Cycle Analytics: Ability to see and manage Admin | Revenue Cycle Analytics. Access Roles: Ability to see and manage Admin | Security | Users & Roles | Roles. Access Sales Insight: Ability to see and manage Admin | Integration | Sales Insight. Access Single Sign-on: Ability to see and manage Admin | Single Sign-On. Access Smart Campaign: Ability to see and manage Admin | Smart Campaign. Access SOAP API: Ability to see and manage Admin | Integration | Web Services. Access Tags: Ability to see and manage Admin | Tags | New or Tag Actions. Note this only applies to non-channel tags. Access Treasure Chest: Ability to see and manage Admin | Treasure Chest. Access Users: Ability to see and manage Admin | Security | Users & Roles | Users. Access Webhook: Ability to see and manage Admin | Integration | Webhooks. Access Workspaces and Partitions: Ability to see and manage Admin | Security | Workspaces & Partitions Marketo Custom Objects: only granted to the standard Admin role. Access Analytics Access Analytics: Ability to access the Analytics module. Includes the ability to see all reports, create new reports, and modify existing reports. Can create new folders and archive content. Access Revenue Explorer: Grants full access to the Revenue Explorer module. (Includes export from Revenue Explorer). Delete Report: Ability to delete existing reports in the Analytics module. Export Analytics Data: Ability to export reports to Excel in the Analytics module. Access Calendar Presentations - Requires a Marketing Calendar License Access Calendar Presentations: Ability to access the Calendar module and view the details of calendar events. Can view Calendar Presentations. Can create new Calendar Presentations Edit Calendar Presentations: getting odd behavior, would assume additional permissions required for this to work correctly Access Design Studio Access Design Studio: allows access to the design studio tab and to view the tree. This access alone does not allow the users to see the details of the asset. Access Email Access Email: allows the user to view the details of the email. Approve Email: allows the user to approve the email. Delete Email: allows the user to delete an email. Edit Email: allows the user to create an email and update an existing email. Access Email Template Access Email Template: allows the user to view the details of an email template and use it. Approve Email Template: allows the user to approve the email template. Delete Email Template: allows the user to delete an email template Edit Email Template: allows the user to create an email template and update an existing email template. Access Form Access Form: allows the user to view the details of a form. Delete Form: allows the user to delete a form. Edit Form: allows the user to create and update an existing form. Access Image Access Image: allows the user to view the details of an image or file. Delete Image: allows the user to delete an image or file. Upload Image: allows the user to upload an image, including overwriting existing ones. Access Landing Page Access Landing Page: allows the user to view the details of a landing page. Approve Landing Page: allows the user to approve a landing page. Delete Landing Page: allows the user to delete a landing page. Edit Landing Page: allows the user to create and edit a landing page. Access Landing Page Template Access Landing Page Template: allows the user to view the details and use a landing page template. Approve Landing Page Template: allows the user to approve a landing page template. Delete Landing Page Template: allows the user to delete a landing page template. Edit Landing Page Template: allows the user to edit a landing page template. Access Snippet: snippets are reusable blocks of rich text and graphics that can be used in emails and landing pages. Access Snippet: allows the user to view the details of a snippet and use it. Approve Snippet: allows the user to approve a snippet. Delete Snippet: allows the user to delete a snippet. Edit Snippet: allows the user to create and edit a snippet. Access Social App: these are typically accessed under Marketing activities and not design studio. Access Social App: allows the user to view the details of social buttons and use them. Approve Social App: allows the user to approve social apps/buttons. Delete Social App: allows the user to delete social apps/buttons. Edit Social App: allows the user to edit social apps/buttons. Access Lead Database Access Lead Database: grants access to the Lead Database module Access Segmentation Access Segmentation: grants the user access to view the details of a segment and use them. Approve Segmentation: allows the user to approve a segment. Delete Segmentation: allows the user to delete a segment. Edit Segmentation: allows the user to create or edit a segment. Advanced List Import: Delete Lead: allows the user to be able to delete a lead record from the Lead Actions list. Delete List: allows the user to be able to delete a list (static or smart). Edit Lead: allows the user to be able to edit a lead record by double clicking on a lead. Also allows the user to be able to add to other programs. Export Lead: allows the user to be able to export a list of leads from marketo. Import Custom Object: if there are custom objects in marketo, this allows the user to be able to import the data for custom objects. Import List: allows the user to import data into marketo via right click on group list | Import List. Merge Leads: allows the user to be able to merge lead records from the Lead Actions list. Run Single Flow Actions: extends the edit lead functionality by allowing access to single flow actions that can sync with salesforce. View Opportunity Data: allows the user to see the opportunity tab when viewing a lead record. Access Marketing Activities Access Marketing Activities: grants access to the Marketing Activities module. Requires additional access from the design studio to view the design assets. Requires additional access from the lead database to view smart lists and results. Access Push Notification: requires a webhook to a 3 rd party that uses SMS distribution. Once that’s been established then push notifications can be accessed. Approve Push Notification: allows a user to approve a push notification. Delete Push Notification: allows the user to delete a push notification. Edit Push Notification: allows the user to create and edit a push notification. Access Awards: not sure what this is, possibly requires a subscription Activate Trigger Campaign: allows the user to activate a triggered campaign. Approve Email Program: allows the user to approve an email program. Clone Marketing Asset: allows the user to clone a marketing asset. Delete Marketing Asset: allows the user to delete an individual marketing asset. Edit Marketing Asset: allows the user to create and edit a marketing asset (think programs). Import Program: allows the user to mass clone all assets under a program to create a new one. List Import: allows the user to create a new list and import members into it. Schedule Batch Campaign: allows the user to schedule and run a batch campaign. Access SEO: need to review this more, not sure of all of the differences between the two dashboards. Access SEO: grants access to the SEO module. Requires one of the following two permissions in addition. Administer SEO: grants admin access to the SEO Dashboard. Standard SEO: grants read-only access the SEO Dashboard. Workspace Administration – requires a subscription to workspaces & partitions Workspace Administration – cannot confirm, could be that it grants the user access to all workspaces Move Assets Between Workspaces – if a subscription is active, allows the user to move assets from one workspace to another. Access Mobile Application Access Mobile Application – grants the user to two mobile apps: Event Check-in and Marketo Moments Hi Kelly, First off, thanks for taking the initiative to share this! I feel like Marketo's own documentation is a little weak in this respect, since it only lists permissions without explaining what those permissions actually control. To answer a few of your questions: 1e/1m. For whatever reason, Marketo has the permissions for data.com and MKDenial​ defined even on instances that do not subscribe to either service. 1i. I believe this specifically refers to the ability to upload files other than images in Design Studio, but would love clarification from Marketo. 7a. This specifically refers to the ability to create and administer workspaces themselves; granting a user access to workspaces is actually done when assigning individual users roles (since you may want someone to be an admin of one workspace, but have less permissions on another, for instance.) Also, throwing this one out there: what is "Access/Administer Vespa"? I completely realized I posted this under my test user's account and not my own. *sigh* Is there anyway to change the ownership of the thread? If not, no worries. Wow, this is a great summary!  While I haven't verified every role to be correct, I would highly encourage the Marketo documentation/education team to add this to product docs. Hi Frank Passantino​, Might be interesting to you -Greg Hi: Thanks for publishing this!  As a word of warning: I was recently told by Support that certain rights are not entirely dependent on that check box in the role.  For instance, if you have a user you would like to manage communication limits and the global footer, they need to be the default Admin, despite checking that box when creating a custom role.  I would really like to see an easier way to manage access in the application.  I have users I want to empower for every Marketing-related functionality, but, because we are fully integrated with several other databases within our company, I need to keep tight restraints on mass edits to the database, field creation/additions, etc.  This is the first application I worked with that makes administration this murky. I haven't run full tests on each of the admin functions you outlined, but I know communication limits and the footer are dependent on the user having full admin rights.  Channel Tags are not; you can give a user access to these without granting full admin privileges.  Noted. Thank you for mentioning that. Hi Kelly, Thank you for documenting all of this!  Quick question.. Clone Marketing Asset: allows the user to clone a marketing asset. Does this permission encompass cloning entire programs?  I'm researching the possibility of allowing an international user who works in one work space the ability to clone programs from the US work space. Yes, Anna, when cloning a Program, it will clone all assets/items underneath. The ability to Clone items under Marketing Activities encompasses this as well. Sharing a document page I came across today, as I'm researching what permissions/access each role has. Looks like you got the list covered! Descriptions of Role Permissions - Marketo Docs - Product Docs Access Admin - view and make changes to settings in the Admin section. Access Audit Trail Access Channels - access only to modify the Channel tag, not other custom tags Access Communication Limit Access CRM Access Data.com Access Email Admin Access Event Partners Access Field Management Access File Upload Access Landing Pages Access Location Access Login Settings Access Marketo Custom Activity Access Marketo Custom Object Access MK Denial Access Munchkin Access Revenue Cycle Analytics Access Roles - access to manage and edit roles, but not users Access Sales Insight Access Single Sign-on Access Smart Campaign Access SOAP API Access Tags - access to all custom tags except the Channel tag Access Treasure Chest Access Users - access to edit and manage users, but not roles Access Webhooks Access Workspaces and Partitions Access API Approve Assets Execute Campaign Read-Only Activity Read-Only Activity Metadata Read-Only Assets Read-Only Campaign Read-Only Company Read-Only Custom Object Read-Only Lead Read-Only Opportunity Read-Only Sales Person Read-Write Activity Read-Write Activity Metadata Read-Write Assets Read-Write Campaign Read-Write Company Read-Write Custom Object Read-Write Lead Read-Write Opportunity Read-Write Sales Person Access Analytics - see the Analytics tabs, view and edit reports Access Revenue Explorer Delete Report Export Analytics Data Access Calendar Presentations Edit Calendar Presentations Access Design Studio - see the Design Studio tab Access Email - view Emails Edit Email - edit, create, and clone emails Make Email Operational Approve Email Delete Email Set Branded Domain Access Email Template - view Email Templates Approve Email Template Delete Email Template Edit Email Template - edit, create, and clone email templates Access Form - view Forms Delete Form Edit Form - edit, create, and clone forms Access Image - view Images Delete Image Upload Image Access Landing Page - view Landing Pages Approve Landing Page Delete Landing Page Edit Landing Page - edit, create, and clone landing pages Access Landing Page Template - view Landing Page Templates Approve Landing Page Template Delete Landing Page Template Edit Landing Page Template - edit, create, and clone landing page templates Access Snippet - view Snippets Approve Snippet Delete Snippet Edit Snippet Access Social App - view Social App Approve Social App Delete Social App Edit Social App Access Lead Database - view the Lead Database, view and edit Smart Lists and static lists Access Segmentation Approve Segmentation Delete Segmentation Edit Segmentation Advanced List Import Delete Lead Delete List Edit Lead - prevents manual editing and running single flow actions. You can still edit leads by running campaigns against them Export Lead - export spreadsheets with from your Lead Database lists Import Custom Object Import List Merge Leads Run Single Flow Actions - Enable users to run 'Change Data Value' action on Leads from the Lead Database View Opportunity Data - hides the opportunity info on the lead detail page Access Marketing Activities - view the Marketing Activities tab, campaigns, and campaign folders Access SMS Message Approve SMS Message Delete SMS Message Edit SMS Message Access Push Notification Approve Push Notification Delete Push Notification Edit Push Notification Access Awards Activate Trigger Campaign Approve Email Program Clone Marketing Asset Delete Marketing Asset Edit Campaign Restrictions Edit Marketing Asset Import Program List Import Schedule Batch Campaign Access SEO Administer SEO Standard SEO Targeting and Personalization Administer Web Personalization CRE Campaign Editor CRE Campaign Launcher Web Campaign Editor Web Campaign Launcher Workspace Administration - Admin access for a specific Workspace (only if you have Workspaces enabled) Move Assets between Workspaces - (only if you have Workspaces enabled) Access Mobile Application This document was generated from the following discussion: 
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Included in this article: Overview Marketo provides several options to help you decide whether a person should receive emails. The options within Marketo Sales Insight (MSI) can alter this behavior, so this article will go through what those differences are. How Marketo Decides Whether to Send an Email There are three ways that marketing emails can be stopped from being sent by Marketo. Full details can be found here Understanding Unsubscribe - Marketo Docs but here's a recap: People have the option to unsubscribe from emails. If they unsubscribe, marketing emails will be blocked, but operational emails will still be sent. If the email hard bounces, Marketo will mark the email as invalid, which blocks all further emails. If your organization wants to block emails to particular people, there two options: “Marketing Suspended” will block Marketing emails, but not operational emails (e.g. an email with a whitepaper that was requested via a form fill-out). “Black Listed” means that this person will not receive any emails of any kind (e.g. used for competitors). Emails Sent from Sales Insight Default setting Emails sent through MSI are sent depending on the settings in Marketo Admin > Sales Insight. The standard out-of-the-box settings for these 'sales emails' is to "Show Unsubscribe Footer" for "All Emails". Unsubscribe footers Unsubscribe footer included If the Unsubscribe Footer is included in the email, then the email will be considered a marketing email. MSI will therefore "Respect Unsubscribe Settings" by following the record's Unsubscribe/Suspended/Blacklisted/Invalid status. Unsubscribe footer not included Emails not showing the footer will "Ignore Unsubscribe Settings" and are sent regardless of whether the email address is Invalid, Unsubscribed, Marketing Suspended or Blacklisted. MSI Email Setting Types There are 3 types of sales emails sent from MSI: Standard Marketo marketing emails, e mails marked Operational in Marketo, and emails without templates in MSI. The settings in Admin > Sales Insight will determine whether each type is sent or not. Note: Communication Limits do not ever apply to emails sent from MSI or from the Outlook/Gmail plugin. Standard Marketo marketing emails Marketing emails from Marketo will either "Respect Unsubscribe Settings" or "Ignore Unsubscribe Settings" depending on which option is chosen. If set to "Ignore Unsubscribe Settings", the email will always be sent unless the email is invalid. Emails set as Operational in Marketo Marketo's operational emails published to MSI will only be sent if the setting is to "Ignore Unsubscribe Settings". Emails without templates in MSI If an email is sent through MSI but is not drafted off of a Marketo email that has been published to MSI, then it is not linked back to a Marketo email. The footer that contains the unsubscribe information is appended to Marketo marketing emails. If the email is not drafted in Marketo but instead is drafted from within MSI, then that footer never gets appended to the email, so therefore there's no way for it to even consider unsubscribe settings. How Deliveries are Logged When emails are delivered, they will appear in the Email tab of Sales Insight in that record. If the email was blocked (unsubscribed, invalid email, etc.), there won't be any indication that it was blocked, but the email won't show in the Email tab. Emails sent by Marketo will show the Marketo logo. Emails sent by MSI won't show this logo. Note: this is true even if it is the exact same email sent. Outlook / Gmail Plug-in Emails sent from the Outlook/Gmail plug-in are always sent.  These e mails are sent through your own Outlook/Gmail and not through Marketo. Because the emails are not sent from Marketo, there is no check if the record is unsubscribed or blacklisted, etc. If sent with the “Send and Track” button, these emails will be logged in Marketo but they will not be mail merged. All emails that are actually sent (in other words: not blocked) will be visible in the Activity Log in Marketo, Activity History in Salesforce.com (if configured to sync this) and the Email tab in Sales Insight. If an email is blocked it is not recorded anywhere. Send to Email Invalid? Send to Unsubscribed? Send to Marketing Suspended? Send to Blacklisted? If record hit Communication Limits, will the email send? Smart Campaign Normal No No No No No Operational No Yes Yes No Yes Sales Insight in SFDC Show Footer No No No No Yes Hide Footer No Yes Yes Yes Yes Outlook/Gmail Plug-in All Emails Yes Yes Yes Yes Yes
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Written by  , one of Marketo's Champions. I often get asked where I do my research on various marketing automation and digital marketing topics. When I first started writing this post, I wanted to break out the top 5 blogs—then I gave up. It’s like picking players for the baseball Hall of Fame with only 1 pick. The fact is there are a ton of great resources you can lean on for digital marketing and technology content. In the end, I broke out some of the blogs based on what I consider to be the core part of digital marketing technology–that’s marketing automation and its effect on driving leads through the funnel. Content is the fuel that fills that marketing automation engine so you’ll find several content blogs on the list. And yes, there are a couple miscellaneous blogs included because the content is so good. What’s not included: There are some great general marketing, SEO and social blogs but they are not included in this list. And yes, I’m probably missing a bunch—I apologize in advance. If there are sites you find useful, please note them in the comments. A special thanks goes out to our content manager Alyssa Reeves who helped pull together this nearly 2,000-word post. The Blog Categories I did however break up the blogs into categories. Top Overall – Expert Blogs. These blogs may fall across several categories but they rise to the top in the content they provide. Marketing Automation/Technology Vendor Blogs. There are hundreds of vendor digital technology blogs out there. I focused on marketing automation blogs as I view these platforms as the engine that everything else feeds into. Professional Services and Agency Blogs. Like the vendors, these blogs put out some great best practice content. Blogs with a Marketo Twist. I am a little biased to Marketo so blogs that highlight Marketo get a little extra attention. Top Overall – Expert Blogs These blogs rise to the top for blogs to check out. There is some overlap with the agencies but the way I broke it out…if I think of the leader before the agency, the site falls into this bucket. Otherwise, the site drops into the Services category. In alphabetical order….. 1) BeachHead Marketo Champion Steve Moody and his team give tips on everything marketing automation with a Marketo focus. @ AskBeachhead Visit Site 2) Brian Solis Blog Brian Solis is a digital analyst, anthropologist, and futurist. Not sure I have ever seen those three words together. Brian’s blog focuses on digital marketing’s effect on transforming business. Brian’s blog is consistently ranked in the Top 10 of the Ad Age Power 150, and ranks among the top 1% of all blogs tracked by Technorat @briansolis Visit Site 3) B2B Marketing Insider Michael Brenner is the Head of Strategy for the leading content marketing platform, NewsCred. He created his blog to focus on emerging business and marketing strategy topics such as content marketing, lead generation, search marketing, digital media, and social media. B2B Marketing Insider is dedicated to sharing the ideas, topics and marketing strategies that drive real results. @ BrennerMichael Visit Site 4) Chief Martec Scott Brinker runs this blog on everything marketing technology including Marketing Automation. If you have seen that crazy Marketing Tech Landscape Supergraphicwith 1,876 vendors, that’s Scott’s baby. @chiefmartec Visit Site 5) Content Marketing Institute Content is what fuels the marketing automation engine and CMI covers everything related to content. Over 100K subscribers. @CMIContent Visit Site 6) Convince and Convert Jay Baer is a marketing visionary who has worked with more than 700 brands. His blog is one of the top content marketing sites on the web. @ jaybaer Visit Site 7) Duct Tape Marketing Content is what fuels the funnel and John Jantsch gives useful advice on how to create content that drives brand. @ducttape Visit Site 😎 Etumos Ed Unthank loves his whiteboard and puts it to great use bringing some key marketing automation concepts to life. Posts about once a month and the posts tend to be on the technical Marketo side. @ EtumosLLC Visit Site 9) Fill the Funnel Miles Austin spent 30 years in B2B Sales and Leadership roles. In addition to helping business with their demand gen needs, he now writes blog posts on email marketing for Fill the Funnel. Miles posts about Sales & Marketing tools and ways that they can be applied in your business. He also has a steady following of 11K. @milesaustin Visit Site 10) The Funnelholic Craig Rosenberg is the co-founder and Chief Analyst of TOPO. His blog was created so he can have fun talking about all things revenue. The Funnelholic focuses on sales, marketing and everything in between. @ funnelholic Visit Site 11) Heinz Marketing Matt Heinz is all over the place speaking on the importance of digital marketing. His blog covers everything from marketing automation to best practices in sales. @HeinzMarketing Visit Site 12) KissMetrics Although this site is not marketing automation at all, I had to drop it somewhere because their blog is just so good. They have great articles on analytics. @ KISSmetrics Visit Site 13) Marketing Land Marketing Land is a general digital marketing site that covers a wide variety of topics. It also has a great marketing technology section. @Marketingland Visit Site 14) Marketing Profs One of the biggest marketing blogs/portals on the web run by Ann Handley and team. Not marketing automation focused but it’s a must read for content marketers. 600K+ members. @MarketingProfs Visit Site 15) Marketing Rockstar Guides Don’t expect fancy graphics but Marketing Rockstar Guides gets my vote for the top Marketo-focused tips and tricks blog out there. Targeted at the Marketo practitioner. It is run by Marketo Champion, Josh Hill, and you get a 844+ page guide for signing up for blog updates–try reading that on the beach. @ jdavidhill Visit Site 16) Marketing Tech Blog This blog was founded by Douglas Karr and has over 75K subscribers.  It covers mainly marketing in new media but has a section focused on marketing automation. @douglaskarr Visit Site 17) Money Ball Marketer Channeling your inner Brad Pitt, Moneyball Marketer is Zak Pines’s blog on data-driven demand generation and marketing best practices. Great blog to check out once a month as it updates once or twice monthly. @MoneyballMktr Visit Site 18) Relevance Chad Pollitt cofounded this site and grew it to 50K subscribers in six months (Read amazing story here). The blog brings in industry experts to share expertise on content marketing and promotion. @relevance Visit Site 19) RevEngineInsider You are reading this post so you already know marketing technology is important to us. We cover everything digital that is related to moving leads through the funnel. At a deeper level, we also cover top tips for organizations leveraging Marketo. Primary contributor is Marketo Champion Jeff Coveney. @RevEngineMarket Visit Site 20) The Sales Blog Digital blog with a Sales focus. Anthony Iannarinno is a publishing machine and gives great Sales process tips EVERY day. I keep waiting for him to miss a day but he’s the Cal Ripken Jr. of Sales blog writing. Technology is not a big focus of Anthony’s but his Sales process stuff is vital to overall marketing automation and funnel success. @iannarino Visit Site 21) The Sales Benchmark Index Blog Here’s another site that doesn’t quite fit into “digital marketing technology.” However SBI’s content on Sales and Marketing methodologies and best practices is central to any company trying to develop a marketing funnel. Updates daily. SBI delivers some great  podcasts too such as this one: Case Study: Aligning the Marketing Strategy to the Skills of the Marketing Staff @ MakingTheNumber Visit Site 22) The Sales Lion Blog Mark Sheridan runs this inbound marketing blog with a Hubspot focus. Great podcasts also. In six years, Mark went from pool seller to content marketing king. That’s a career path you wouldn’t expect.Read more on Mark’s pool story success. @ TheSalesLion Visit Site 23) Sirius Decisions Sirius Decisions is where all the smart people go to try to get smarter about optimizing the revenue funnel. You sometimes need a MIT degree to completely get all the concepts but their forward thinking enables you to plan for the future. Jay Famico is the go-to guy for technology and services so make sure to follow his posts. @JayFamico @ siriusdecisions Visit Site 24) SmartInsights Blog This blog (and membership site) offers tons of actionable digital marketing advice. There are plenty of planning templates, ebooks and online training courses. Some are no cost, others have a fee. There is a no-cost weekly newsletter I’d recommend signing up for. 80K+ members. Co-founded by Dr. Dave Chaffey, Dan Bosomworth and Stu Miller. @SmartInsights Visit Site 25) Topo Blog Topo Blog is UK-based and covers a mixture of sales, marketing and technology data and research. @ scottalbro Visit Site 26) Top Rank Marketing Lee Odden’s blog is another extremely strong content marketing focused blog. I almost didn’t include it because the site is heavy on the social flavor and light on digital technology. The content stuff is just too good to leave off. Attracts hundreds of thousands of visitors and has over 50,000 subscribers. @toprank @ leeodden Visit Site
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Note: This originally appeared on our LaunchPoint partner, Elixiter's, website. Filter Operators: How to Define the Perfect Smart List String Fields Smart Lists are probably the single most important thing to learn in Marketo. They are extremely powerful and flexible. Their sole purpose is to define a group of people. Knowing how to use Marketo smart list filters and their operators will ensure you capture the exact group of people you need. An operator is part of the smart list that lets you get specific, narrowing down your group with clearly defined criteria. It lets you describe your filter or trigger in straight-forward language. The available operators are different depending on the type of field you are using. This article will cover smart list string fields, its operators and how to use them to get exactly what you need. String Fields A String field supports up to 255 characters and stores them all on a single line. A few examples of string fields are: Name Fields Email address City Company Name Job Title Industry Acquisition Program Name Lead Source Clicked on Web Page String Field Operators All string field filters have the following operators to help you define your smart list criteria: Operator Definition Is Exact match (not case sensitive) Is not Anything EXCEPT exact match Starts with First letters of string match Contains Any letters together in the string match Not contains No letters together in the string match (opposite of contains) Is empty No value (NULL) Is not empty Records with ANY value When to use Operators Knowing what operator to use to get the group of people you want is imperative. Operators directly impact smart list result. If you’re not careful, the wrong operator will include incorrect leads or exclude vital leads in your smart list. Below is a table to help you decide what string field operator to use when to use and an example of the results: Operator When to use Example Results with Job Title Field Is Use when you need only exact criteria Is “Manager” will return leads only with this title.Leads with titles such as “Senior Manager”, “Marketing Manager” or “managing” will be excluded from results. Is not Use when you need to exclude specific criteria Is not “Manager” will return leads who do not have this exact match.Leads with titles such as “Senior Manager”, “Marketing Manager” or “managing” will beincluded in results. Starts with Use when you want a group of people who have similar first letters in a string field. Best used in fields that don’t have a lot of variation. Starts with “Marketing” will return leads who have this in the first letters of their job title.Leads with titles such as “Marketing Director”, “Marketing Associate” will beincluded. “Chief Marketing Officer” and “Director of Marketing” will be excluded. Contains Use when you need a group of people who have similar letters anywhere in a string field Contains “marketing” will return leads who have this anywhere in their job title.Leads with titles such as “Marketing Director”, “Marketing Associate”, “Chief Marketing Officer” and “Director of Marketing” will all be included. Not contains The opposite of Contains. Use this when you need to exclude a specific criteria. Not Contains “Accounting” will return ALL leads that do not have this in their job title. Is empty Returns only fields who are empty (NULL). Is Empty will return only leads who do not have a job title listed on their account. Is not empty The opposite of “is empty”. Returns all leads who have any value in this field. Is not Empty will return ALL leads who have a value listed. Still having trouble with your smart list results? Contact us for assistance with a custom solution. Related How Tos: Marketo Fields: How to Translate Checkbox Fields Into Text Using Formula Fields
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Simple Set up (Before you start using product): Setup Checklist - Marketo Docs - Product Docs Detailed Steps to Set up (Before you start using product): Setup Steps - Marketo Docs - Product Docs Configuration Protocols: Configure Protocols for Marketo - Marketo Docs - Product Docs Smart Campaign Checklist: Smart Campaign Checklist - Marketo Docs - Product Docs Campaign Checklists (From one of our Champions): Campaign Checklists for MarketoMarketing Rockstar Guides  (from: www.rockstarguides.com) Understanding Batch and Trigger Campaigns   Understanding Batch and Trigger Smart Campaigns - Marketo Docs - Product Docs Checklist for Lead Scoring Rules: The Big List of Lead Scoring Rules – Marketo.com Certified Expert Checklist: Certified User Checklist Certification Tool Kit: Marketo Certified Expert Preparation Tools Marketing Automation Checklists: Marketing Automation Checklists (from: www.rockstarguides.com) Setting up Marketing Attribution: 12 Steps to Setting Up Your Marketing Attribution in Marketohttp://learnadmin.marketo.com/LearnerPage.aspx  (From www.ringleads.com)
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