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You need to have the Web Personalization App to implement this case. Here is an explanation how you can add a Marketo Form into a Web Personalization (RTP) dialog campaign. When the web visitor completes the form, a thank you message is shown and the campaign disappears. NOTE: The Form sometimes may not appear in the Preview Campaign option. You can preview it as a Sandbox Preview campaign to test it. (See here.) Steps Add a Marketo Form into your Web Personalization Dialog campaign Set the Dialog campaign to never expire and transparent in style After the form is submitted, show a thank you for submitting page within the dialog Count Impression and Click metrics on the campaign in the Web Campaigns page Example Create Web Campaign Embed Form Code as Per Doc: http://docs.marketo.com/display/public/DOCS/Embed+a+Form+on+Your+Website Add Thank you message follow up page as per doc: http://developers.marketo.com/blog/show-thank-you-message-without-a-follow-up-landing-page/ Set Dialog Campaign to Timeout Never. Code Added to HTML of Web Campaign: <!DOCTYPE html> <html> <head> </head> <body> <script src= "//app-sjl.marketo.com/js/forms2/js/forms2.min.js" ></script> <form id= "mktoForm_1052" ></form> <script>MktoForms2.loadForm( "//app-sjl.marketo.com" , "777-JUM-540" , 1052 );</script> <script src= "//<host>/js/forms2/js/forms2.js" ></script> <script> MktoForms2.whenReady(function (form){   form.onSuccess(function(values, followUpUrl){    form.getFormElem().hide();    document.getElementById( 'confirmform' ).style.visibility = 'visible' ;    return false ; }); }); </script> <div id= "confirmform" style= "visibility:hidden;" ><p><strong>Thank you for submitting your details.</strong></p></div> </body> </html> How the Web Campaign Displays (Dialog overlay disappears a few seconds after the Thank You message) Web Campaign Impression and Clicks Tracked in the Web Campaigns Page Additional Resources on this topic: Embedding Marketo Forms on your website: http://docs.marketo.com/display/public/DOCS/Embed+a+Form+on+Your+Website Developers Docs http://developers.marketo.com/documentation/websites/forms-2-0/ http://developers.marketo.com/blog/show-thank-you-message-without-a-follow-up-landing-page/
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We are excited to launch a new onboarding guide for SMB customers who purchased our Lead Management solution. This was developed for practitioners and provides a framework for how to build effective, scalable campaigns in Marketo within the first few months. It covers topics including the revenue funnel, attracting/acquiring/engaging leads, lead nurturing, customer marketing, sales and marketing alignment, and reports.
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We’ve reached peak ABM hype. You’ve seen countless variations of the same presentation about how to get started with ABM, how to sell ABM internally, the ideal ABM tech stack, and on and on. And I agree that it’s time to start getting down to business and actually design ABM plays that can drive your business more revenue. But my ABM pitch is going to be a little different from the ones you’ve been hearing over and over. It also doesn’t involve having to buy the hottest, newest toy on the market. My example of an ABM campaign will be based out of Marketo. But the same setups/flows/logic should be broadly applicable to most marketing automation platforms, or even your favorite sales acceleration/cadence tools. So fire them up and follow along with this post. Step 1 — Build your target account list Earlier this year at LeanData, we identified a leaky spot in our pipeline. The timeframe between the 1st demo and what should have been the 2nd demo was a place where prospects were going dark on us. Under the guidance of Adam New-Waterson, now the vice president of demand generation at RevJet, our marketing and sales team sat down together and compiled a list of target accounts that we believed could be brought back to life. The next step was to push all the leads and contacts associated with those target accounts into our ABM campaign. We used our own product to tag all the leads and contacts associated with those target accounts with the value of “2nd demo” in a segmentation field. This step could be done a number of ways depending on the specific tools you’re working with, but the ultimate goal is to end up with some way of separating out the leads and contacts for your target accounts. In this case, we used a smartlist in Marketo filtering on the “2nd demo” value to push the list into our campaign. Step 2 — Segment the relevant stakeholders CEB research has shown that 5.4 buyers typically are involved in a typical B2B deal. Getting all of those stakeholders involved is crucial to making an ABM strategy successful. So to begin tailoring our message to those various people, the next step in our DIY ABM play was to separate out who was important and who was not important to the conversation. For us, we used Marketo’s Engagement Programs to create different streams of content/interactions for each of the five buyer personas we believe are relevant to our business. Step 3 — Set up the play Now for the fun stuff. We didn’t want to just have same boring old stream of emails with slightly varying messages to each buyer. That’s not real personalization. We always strive to create a combination of different touches across different channels, with different players from our team. Our play for the sales operations buyer persona went like this: Standard marketing email featuring a datasheet An alert to our in-house Sales Ops pro to personally reach out, along with a suggested template email Personal invitation from our VP of Sales to invite them to an event we’re hosting An alert to our social media writer to engage the prospect on Twitter Closing out with another marketing email featuring a second product datasheet. This was our playbook. But the sky’s the limit when it comes to the series of touches you can implement. It really comes down to tailoring the messages to your organization and your buyers. Here are some other ideas to get you thinking: Direct mail piece Surveys Webinars Podcasts Interactive content Results Since piloting this campaign with a small group of target accounts, we’ve seen approximately 20 percent of the targets reach back out to schedule another demo with us. An interesting, and somewhat unexpected, development was that most of the responses we received were from someone other than our initial point-of-contact. It just goes to show the importance of a true ABM strategy. You must reach out across a target account and engage with the multiple stakeholders who might be involved in a deal on their own terms. And this is the kind of play that can really lead to closed deals.
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Marketo - Google Adwords Integration Data Sheet
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By: Dave Chaffey Posted: July 7, 2016 | Email Marketing I recently participated in a Marketo webinar on Key Email Trends European Marketers Need to Know (that really all marketers need to know). We left some time for questions, and we received plenty of interesting questions on email marketing—from basic to advanced. It was interesting to see how similar these questions were and the common themes that arose, despite the different topics we covered. Because we couldn’t address all the questions in the session, I’ll answer some of the most frequently asked questions in this blog. I’ve grouped them into the categories of evaluation, growing and profiling your list, segmentation and targeting, and email frequency: Email Marketing Evaluation Q: What responses should I be receiving for my emails? A: Although most marketers measure their email success with open and click-through rates, a practical tip is to combine these measures to look at the click-to-open rate (CTOR%). This shows you how effective your creatives and offers are for different types of campaigns. To evaluate your email marketing campaigns in a more realistic way and identify ways to improve them, I recommend breaking out your overall responses by: Type of email: Categorize your responses by the types of emails you send. For example, personalized, event triggered emails tend to perform better than untargeted newsletters or 3 rd party email advertising (sometimes known as a solus emails), which can make the average meaningless if you group them together. Lifecycle stage: Emails sent to recipients who are in an earlier stage of the customer lifecycle, like welcome emails, usually work better than emails to long-term subscribers, so you need to break these out accordingly. Segment: Your response will naturally vary by how it resonates with different audiences, so break out your response by the different audience types. Subscriber type: Determine how your responses vary by the subscriber type, such as between Gmail, Live Mail, and iCloud addresses and company addresses. This can help you identify delivery or rendering issues between each type. Evaluating your emails with these factors in mind will give you a much better idea of the engagement your email campaigns are getting and how you can optimize them (if your email provider supports it). Q: Given the increasing number of email clients that download images automatically, how important are open rates as a metric now? A: Email open rates have always been potentially misleading since some email clients may block or download images by default or some users will change their preferences to automatically download them. Today, Gmail and Apple Mail on iOS tend to download images by default, so this doesn’t necessarily suggest interest in your emails, but more so that a reader has clicked on the subject line. However, I believe that open rates are still relevant for comparing email effectiveness between recent email sends. Comparing open and click rates helps you measure the different types of email sends (outlined in the previous answer) to reveal which perform the best. Ultimately, what really matters is whether the emails you send are helping you reach your goals. For some marketers, one of the best measures of effectiveness is sales value generated per 1000 emails sent. How to Grow and Profile Your List Q: What are the best ways to encourage opt-in? A: I recommend brainstorming alternative techniques for capturing e-mail addresses. Map out all the opportunities available for capturing a buyer’s information between your different channels and audience segments (shown in the matrix below) and use this to generate new ideas. Take a look at what you and competitors are currently doing and then do a ‘gap analysis’ to select options you aren’t currently used Here are a few  examples you could start with:  Q: Should I be using pop-ups? A: Pop-ups are increasingly being used in many industry sectors, particularly retail, publishing, and travel. This is because, when well-defined and tested, they will almost always give you significantly more new contacts in your database. We discussed this in depth in the webinar, when I described how well they have worked for Smart Insights, increasing the conversion of visitors to leads by 35% on a site where we already use a range of prompts to encourage subscription. Q: What about the quality of the people from pop-ups? A: If you use pop-ups to boost your subscriber numbers, it’s inevitable that there may be some decline in quality—but from my experience, they are still very worthwhile. To maintain the quality, it’s important to be able to profile visitors efficiently. Also, follow best practices to be sensitive to the user experience and don’t display a pop-up too quickly. You can address this by adding a time delay or detecting exit intent (e.g. when movement of the mouse to the navigation bar suggests users are about to leave the page). Q: How much do I need to profile subscribers? A: There’s a balance between asking for too much profile information and thus reducing the number of new contacts added to your database and not asking for enough. Identify two or three ‘killer question’ profile fields to ask subscribers that are most important for enabling your business to send more relevant emails. For example, at Smart Insights, we ask about the subscriber’s role, sector, and the number of people in the marketing team and then tailor our welcome emails based on the responses. Q: How can I target better without asking too many questions? A: A good rule of thumb for this is to ‘watch, don’t ask’ or ‘sense and respond.’ Instead of asking interruptive questions, monitor your recipients’ clicks to better profile them and understand their needs. Then, trigger follow-up communications accordingly. Some examples include: Monitoring click-throughs to different types of content or offers within your emails. Recording which content or offers are browsed on your website and then adding them to the individual’s profile. Recording products or categories searched for and then following up with relevant information. Over time, you should continue to add details about your buyers to gain a better picture of them by asking additional questions or tracking their behavior. For a B2B organization, I recommend defining a common customer profile (CCP), which includes all the data you could potentially collect in addition to the data you already have on a subscriber. I worked with one B2B organization that had three levels of profile and separate goals for each: level 1–basic contact information, level 2–position, market sector, and application and level 3–detailed information about standards and preferences. Segmentation and Targeting In the webinar, we looked at results from different research studies which revealed that detailed segmentation and targeting for email is still surprisingly rare. We also did a poll which showed that around 40% of the hundreds of marketers that attended the webinar didn’t target their audience. So, we received some interesting questions about how to get started. Q: Where can I begin to improve email targeting? A: Ideally, you want to start your targeting with a quick-win technique that is simple, but achieves the best results. Some options you could consider include: Creating two (or more) alternative versions of your standard newsletter. For example, you could create different versions for larger or smaller businesses, staff in different sectors, or male or female subscribers. Changing your welcome email content to be relevant for different audience segments. Sending post-purchase emails to promote similar products or related products in different categories (cross-sell and upsell). You can send these variations by creating distinct rules in your marketing automation or email system. This is a relatively quick win, and while it is efficient, it may not scale to multiple content types. This is where I recommend ‘dynamic content’ insertion (which I’ll cover next). Q: How can I get started with dynamic content insertion? A: With dynamic content insertion, you can add different content to a single section or block within your emails. For example, many emails have a ‘hero’ section at the top email, which often have the biggest impact because they are seen first. Dynamic content insertion will enable you to tailor images and text in this block to appeal to different audiences.Once you roll this out, you can develop a dynamic content marketing model that gives better results. In the webinar, we looked at this personalized B2B email example in which a series of dynamic content blocks were displayed: Hero block content varied based on lifecycle stage (new subscriber vs. engaged subscriber vs. lapsed subscriber) Secondary block content tailored by product category interest Tertiary block content varied by discounts and offers relevant for the audience Frequency for Email Marketing Take a look at this data gathered from UK email marketers that shows a huge variation in the number of emails they send every month. Accordingly, if you send just one email a month to your subscribers, you might be under-mailing and missing out on opportunities. But, if you’re emailing your subscribers more than eight times a month, you’re probably sending too many emails and are in danger of being seen as a spammer. The next question will explore how to get the balance right. Q: What is the best frequency to send emails? A: This is one of those ‘it depends’ questions since email frequency depends on the industry, audience, and what you’re looking to achieve. In retail, it’s common to email more frequently to prompt sales—at least weekly; whereas, in many business sectors, this may be considered too much.Here are three techniques you can use to determine the ideal frequency for your business: Test varying frequencies for different groups. This method will only be practical for larger businesses since it’s far more involved than A/B testing a subject line. You can classify a control or ‘hold-out’ group which has the original frequency and then create different segments for varying frequencies. For one financial services company we worked with, we originally set the frequency to be monthly and then increased it to weekly and fortnightly. In this case, we found that the increased frequency resulted in more product sales without causing a big issue with engagement or unsubscribes. Vary frequency by individuals depending on activity. One of the biggest challenges of email marketing is inactive subscribers. For many businesses, a large proportion of their subscribers haven’t engaged with their emails in the last six months or even a year. While some would argue that you should still regularly email these subscribers to stay top-of-mind and increase the potential of sale, I would argue against this since you could be identified as a spammer, negatively impacting your email deliverability. Instead, if an email subscriber becomes inactive, you can try to win them back to start regularly engaging with you again, and then add them to a different email group that you mail less frequently, but hopefully, with more impact! Vary frequencies throughout time using automation. This is a more sophisticated approach where individual frequency is controlled by the rules in your prospect or nurturing campaign. The emails you send to your subscribers depends on where they are in the lifecycle (new or older subscriber) and their behavior as they interact with different products and offers across your channels. Using this approach, you can increase email frequency (and offer a personalized message) when a subscriber shows more intent or engagement with your product. As you can see, we received a lot of great email marketing questions during the webinar. I hope these insights help you assess your current methods, try new approaches, and improve your email marketing. If you have any other questions, please feel free to ask them in the comments below!
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Data Processing Addendum (DPA) This addendum includes all required terms for GDPR compliance, plus Standard Contractual Clauses which serve as a safeguard to govern transfers of personal data out of the EU/EEA/Switzerland. Adobe Sign Data Processing Addendum ​ PDF Data Processing Addendum (DPA)​ Japanese Dual Language DPA This addendum contains all required terms for GDPR compliance, as well as Standard Contractual Clauses in both English and Japanese. Adobe Sign Japanese Dual Language DPA PDF Japanese Dual Language DPA​ If you have questions about the DPA, please review the DPA FAQ document attached to this post and/or consult with your legal counsel.
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Note: This White Paper was provided by our LaunchPoint partner, Cake. This guide explores how multi-touch marketing attribution can increase the success of your digital advertising campaigns.
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Note: This survey was created by our LaunchPoint partner, Annuitas. From April 8 to June 15, 2014 ANNUITAS conducted a study to analyze current Enterprise-level B2B Demand Generation Strategies and discover key patterns, including where B2B marketers produce the best results and where they continue to struggle. This survey was unique in that it focused exclusively on the B2B Enterprise (organizations with revenues that exceeded $250M in annual revenue). More than 100 B2B enterprise marketers responded to the study.
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Provided by Dan Stevens​
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Quick Event Checklist: Quick Event Checklist – Marketo.com Checklist for Webinars: Managing Successful Webinars: A Marketer’s Must-Have Checklist – Marketo.com Checklist for Setting up Webinars: Managing Successful Webinars - Marketo Checklist Social Media Calendar Template: Your Sample Social Editorial Calendar Worksheets for Lead Generation: Worksheets Marketing Measurement Checklist: The Marketing Measurement Checklist [Infographic] – Marketo.com Email SetUp Checklist: Secret Email Checklist Improve B2B Email Deliverability with Marketing Automation Marketo Email Marketing: Thinking Outside the Inbox Mobile Email Marketing Nine Signs That It's Time to Switch Automation Systems Tips for the Social Marketer Cheat Sheet: Blogging 2015 Tips for the Social Marketer Cheat Sheet: LinkedIn Tips for the Social Marketer Cheat Sheet: Google+ Tips for the Social Marketer Cheat Sheet: Pinterest and Instagram 2015 Tips for the Social Marketer Cheat Sheet: Twitter 2015 Tips for the Social Marketer Cheat Sheet: Facebook Inbound Marketing Cheat Sheet The Marketing Measurement Cheat Sheet Online Community Cheat Sheet SlideShare Cheat Sheet Podcasting Cheat Sheet Content Marketing Cheat Sheet Lead Nurturing Cheat Sheet Email Deliverability Cheat Sheet Marketing Automation Cheat Sheet Lead Scoring Cheat Sheet B2B Email Marketing Cheat Sheet Landing Page Optimization Cheat Sheet The Changing B2B Buyer Salesforce.com for Marketers Cheat Sheet Sales 2.0 Cheat Sheet Social Sales - Truth about Sales 2.0 How to Attract, Hire, and Grow a Rockstar Marketing Team Marketing Automation and the Marketing Battles What to Test in Your Emails The Cost of Delaying Marketing Automation When "Boring" Means "Amazing": How Testing Makes Go-Live Day a Snooze 17 Email Rules You Absolutely Have To Break 5 Ways That a Solid Marketing Automation Solution Can Help Small Teams Succeed 30 Things to A/B Test for Lead Generation 5 Lead Generation Metrics Every Marketer Should Track Mapping Lead Generation to Your Sales Funnel Here's How to Make Your Website as Personalized as Your Email How to Create a Marketing Persona for Your Business Cheat Sheet: How to Design a Marketing Automation Discovery Guide SEO and PPC Keywords What To Seek In A Lead Nurturing Solution 4 Pieces of Social Media Real Estate You Shouldn't Ignore SEO Cheat Sheet: Best Practices for On-Page Optimization A Marketer's Guide to Canada's Anti-Spam Legislation (CASL) Email Deliverability and Design: Email Deliverability Design and Creative Checklist – Marketo.com
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I asked the ​ what they thought about and how it was helping them do their jobs and this is what they had to say! "This has already helped us share campaign success with not only other departments who have no access to Marketo but also with partners. Now they can receive in real-time (at the frequency they wish) the list of individuals who have registered to our joint-activities and who are coming from their sources. Less work for our field marketing team. More reactivity for the others." -  , Sr. Manager, Online Marketing Programs at Talend "Subscribe to smart lists is the antidote to all the 'can you please pull me that list again' requests that weigh down your to-do list. Smart lists are an incredibly powerful way of segmenting your database, and now the precious data they contain can reach the people who need them most with no manual effort! Three huzzahs for fewer tedious tasks and more automation." - Justin Norris, Sr. Consultant at Perkuto "Love the new automated Smartlist capabilities which we have begin to infuse into our clients' No Lead Left Behind programs. Now Sales and Marketing can receive daily digests of leads that provide intelligence into the lead lifecycle. Examples include daily leads that hit MQL, overdue MQLs and yesterday's demo registrants." - , President at RevEngineMarketing "At STANLEY, we market to each business vertical differently, and each member of our team is responsible for managing one or two of these verticals. The new smart list subscription functionality elevates our awareness of inbound lead gen for each of our verticals, and enables us to speak intelligently to our program’s general effectiveness before we even have a chance to run a report. Basically, it helps us know more, faster. Perhaps best of all, though, it strengthens our relationships with our sales leaders by opening up a constant channel of collaboration. We’re constantly tinkering, and are extremely excited to see how this new feature will help us streamline our reporting processes." - , Marketing Specialist at STANLEY Security "Subscribe to Smart List is SUCH a helpful feature for keeping colleagues aware of the current state of marketing campaigns. There have been so many times over the years that I've wanted this feature, I wish I could have voted for it hundreds of times myself. Whether it's keeping an up-to-date record of all registrants for an event, or a list of people that my team needs to take additional action on, this is a feature that I'm VERY excited to see live."  - , LeanData "With Subscribe to Smart Lists, I can say "yes" when my manager or Sales asks for a complex crosstab to be sent automatically to their inbox. This made my Marketo year!" - ​, Marketing Technologist and Consultant at Marketing Rockstar Guides "Our Marketing Automation team at CA Technologies is extremely excited to be able to leverage the new subscription capability for smart lists. Many times we have been asked if we could provide the detailed leads view with customized field columns to Marketing managers that work outside of Marketo and we are now able to accommodate those requests with minimal effort. This capability was released just in time for CA World and it’s makes our team look even more agile to have the ability to communicate actual registration details in an automated email to our broader Marketing teams for immediate C-level visibility. Being a global company we also appreciate that with this new feature Marketo has taken steps to protect prospect privacy as a link is provided to the subscriber to download the file within the automated email - as opposed to previous methods of attaching excel spreadsheets or having to upload the file to a protected online repository for access.”- ​  Director of Marketing Automation and Technology at CA Technologies   "I love this feature, it gives my clients the ability provide a level of reporting to their colleagues and bosses that they were not before able to automate. It is really useful for things like webinar/event registration and attendance, and sharing lead information.with those that do not have access to Marketo."  - Jason Hamilton, Sr. Marketo Consultant at Revenue Pulse "Subscribing to smartlists allows me to send very specific lead lists to the business. It also allows me to flag records which need our attention on a daily basis (e.g. for data quality)." , Global Marketing Operations Manager at Quintiq
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Stephanie Meyer is the woman behind GE Healthcare's successful marketing automation initiative. Here's how her team modernized and consolidated the company’s marketing tools. By modernizing and consolidating more than 100 marketing systems across the globe, Stephanie Meyer, head of marketing operations at GE Healthcare, and her team enabled the company to touch a total of $2 billion in potential revenue and yielded $600 million in new revenue last year. This initiative was part of a big renovation in marketing processes, role clarity, and organization improvements at GE Healthcare. Previously, the company had over 100 marketing tools across its seven regions: USCAN (U.S. and Canada), EU, China, Asia-Pacific, India, EAGM (the Eastern and Africa growth markets) and LATAM (Latin America). Such variety led to many challenges, including fragmentation and confusing hand-offs. "How the job was getting done required many processes, with each requiring different efforts. This led to redundancies, dropped balls, and inefficiency," Meyer says. According to Meyer, the modernization of marketing tools consists of three pillars: People: What talent does GE Healthcare need? How should the company train employees? Platforms: What global tools will support efficiency for GE Healthcare's marketing teams? Process: How can teams be effective at all points in the communication process? In mid-2013, Meyer and her team started integrating GE Healthcare's marketing tools around the globe, consolidating more than 100 systems into just three: Zinc Ahead, Salesforce, and Marketo. Previously, it took a few months for GE Healthcare to get approval on content. Now the company uses the medical compliance software, Zinc Ahead, to review and approve content, curtailing the process by 70 percent. GE Healthcare also uses marketing automation software from Salesforce and Marketo for consumer communication and consumer engagement. These platforms have helped GE Healthcare save time and resources, according to Meyer. Meyer and her team completed the integration in approximately 18 months. "I didn't sleep or have any social life. Project managing something of this size is the biggest challenge, next to getting people to accept the changes. You need very detail oriented leaders to run the cutover, and it's critical that they work to help gain acceptance for the change and [prove] the benefits," Meyer explains.She admits that her team made a few mistakes in the integration process. During the global roll-out of Marketo, her team focused too much on regional deployment instead of products. While GE Healthcare's region marketers are aligned to specific regions and oversee the commercialization of all products relating to their consumers, product marketers are responsible for the development of product-specific content that spans across all regions. When Meyer's team rolled out Marketo, they considered commercialization to be of primary importance, so put lots of effort into training and improving the skills of region marketers."In hindsight, we should have paralleled this training with the product marketers, because great content in this new ecosystem is of equal importance," Meyer notes. While she is very focused on advanced digital marketing tools, Meyers believes that people are more important than platforms. In her words, "Marketing is not B2B or BC2 anymore, it's B2Human." Marketers have to think about how to promote their products and services in a more human way and have control over their marketing platforms. For instance, when a brand has an email marketing tool, it can send a promotional email to a consumer a few times a day, but there's a fine line between connecting with consumers via email and spamming them."An organization should have a control mechanism in the process and say, 'We should not contact this consumer for more than X times in a week.' Don't be tempted by the platform's shininess - good governance will be a big win for you," Meyer says. Looking forward, good content is Meyer's next big push at GE Healthcare. In 2016, her team plans to train the company's marketers to think more holistically around consumers' buying cycles and ensure that GE Healthcare's content is based on insights. "It's really about looking at consumers' behavior and engaging in different ways. My marketers now have fabulous tools, but they don't have experience as content strategists. So for 2016, I need to work on making sure our marketers understand the difference between creating content and selling something," Meyer says. Marketing in the healthcare industry is more difficult than other industries, because some of the common marketing practices that have proven to be effective are strictly prohibited. Since marketing for healthcare products and services falls under a series of laws and regulations from a variety of enforcement agencies, GE Healthcare's digital channel strategy will remain less focused on social media. Instead, it will take advantage of email and other content distribution channels. By integrating and consolidating marketing automation systems, GE Healthcare is able to minimize its content cycle and has gained a great ROI. Given that GE Healthcare is an $18 billion revenue business, Meyer's team may still have a long way to go, but they are definitely headed in the right direction. The takeaways from GE Healthcare's marketing automation initiative are: Less is more. Don't put too many marketing tools in the arsenal. Effective marketing automation takes time and effort to implement and maintain for revenue growth. People are more important than platforms. While marketing automation provides efficiency, marketers should be careful about irrelevant automated messages. Remember that while advanced marketing tools provide helpful short-term solutions, quality original content is a long-term solution and should be the main goal. A good marketing strategy requires collaboration. If one doesn't have the right process for communicating with teammates, their marketing efforts will fall apart. ABOUT THE AUTHOR Yuyu Chen is a reporter at ClickZ. Her work has appeared in Local East Village, New York Daily News and Brooklyn Chamber of Commerce website. Yuyu received her M.A. in Business and Economic Reporting from New York University in May, 2013. Article originally appeared in ClickZ.
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Celebrate Women's History Month with the Marketing Nation Community! Join us in paying tribute to the generations of women whose commitment to nature and the planet have proved invaluable to society. Each week we'll have a new community challenge. The post with the most 'likes' during that week will win a $50 Amazon Gift Card. To be eligible to win you must: Have your profile *completely* set up, including photo, avatar, bio city and state. Post during the correct week, indicated below. (i.e Discussions about the influential woman that are posted the following week won't be eligible) Make sure posts are tagged with #WHM2016 Follow the guidelines below! Winners are peer selected and will be chosen based on number of 'likes' on the post, so please, VOTE VOTE VOTE! View the instructions below! COMPLETE. March 7 - March 11: Comment in this thread in Marketing Central of who the most influential woman in your life is and why. WINNER: ​. You can view the entries here: Most influential woman in my life is... COMPLETE. March 14 - March 18: Post a blog in our Women in Business section about any Women in Business / Technology related topic. Read our ​ first and then GET BLOGGING! Some ideas for topics are: a customer success story, comment on something going on in the news, pose your own question, provide your tips and tricks for success, or report on something interesting you learned at a conference. WINNER: Dory Viscogliosi COMPLETE. March 21 - March 25: Nominate a woman in YOUR organization who you think is making history by commenting in this thread in Marketing Central. She could be paving the way for other women to be successful, showing strong leadership across the organization, or producing stellar results and killing it in their job! Whatever the reason, nominate and let community decide the winner. (*Note, there are two winners for this challenge. The person who writes the nomination AND the person nominated will each receive a $50 gift card!) WINNERS: ​ and her nomination ​ COMPLETE. March 28 - April 1: Post a discussion in Marketing Central and share details about your favorite organization that promotes or helps women in technology. WINNER: with her post about Bad Girl Ventures​ What is Women's History Month​? The roots of National Women’s History Month go back to March 8, 1857, when women from New York City factories staged a protest over working conditions. International Women’s Day was first observed in 1909, but it wasn’t until 1981 that Congress established National Women’s History Week to be commemorated the second week of March. In 1987, Congress expanded the week to a month. Every year since, Congress has passed a resolution for Women’s History Month, and the President has issued a proclamation.
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This in-depth guide walks through the steps needed to set up a repeatable and measurable direct mail program in Marketo.
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In January 2021, we released the Submit Form API endpoint to give Marketo Engage integrators the ability to submit to Marketo Forms through a supported and authenticated REST endpoint. Thanks to customer feedback we were able to identify a lack of parity for critical functionality such as correct handling of duplicate records and support for Program Member Custom Fields. These issues blocked some integrators from successfully onboarding onto the Submit Form API endpoint.   In our August release, we have enhanced the Submit Form endpoint to handle duplicate records the same way as Marketo forms. When there are duplicate records that match an email address submitted to the form, the endpoint will update the record with the most recent Last Modified Date.   In our October 22, 2021 release, we plan to release support for Program Member Custom Fields for the Submit Form REST API endpoint. We understand that integrators will need time to update and test these new changes before they can fully onboard onto the Submit Form endpoint. To allow additional time for migration, we are delaying blocking programmatic POSTs to the /save2 endpoint to our January 21, 2022 release. This will be the final extension.   Programmatic submissions to our form endpoints remain unsupported despite this delay. Please work to update integrations submitting via this method to one that is supported: Marketo Engage forms on Landing Pages or using the embed code, our Forms2.js API, or the Submit Form API endpoint.   Previous announcement: https://nation.marketo.com/t5/product-documents/updated-april-2021-upcoming-changes-to-the-marketo-engage-form/ta-p/306631
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*This video was re-uploaded in July 2024 **JULY 2024 EDIT: The drag and drop capability for moving content into Engagement Program Streams (mentioned at 4:03) is no longer available. Adding content to streams is now done using an 'Add Content' button visible on each individual stream in the Streams tab. For more information, please review this documentation on Experience League.   In this video you'll learn engagement program set up best practices from Adobe Marketo Engage Champion Andy Caron.    This is a quick tip from our On-Demand Webinar: The Nitty Gritty of Next Level Nurtures.     
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How does Marketo Engage define a Sales Insight “Active User”? If a sales rep has interacted with the Sales Insight panel in the last 30 days, we consider him//her to be an active user once we remove duplicates user.  Every week, we look at our logs over the last 30 days for certain types of activities that a unique user would do within our Sales Insight panel. Here is the list of activities that are considered as product usage: Marketo tab: Clicking on Best Bets tab and the following actions within the tab Clicking on Edit & Create New View Clicking on “Hide” option Clicking on My Watch List tab and the following actions with the tab Clicking on Edit & Create New View Clicking on “Remove” option Clicking on Web Activity tab and the following actions with the tab Clicking on Edit & Create New View Choosing time frame option from drop down Clicking on Anonymous Web Activity tab and the following actions with the tab Clicking on Edit & Create New View Choosing time frame option from drop down Clicking on My Email tab and the following actions with the tab Clicking on Edit & Create New View Clicking on email link to preview email Clicking on Lead feed and the following actions with the tab Subscribe to an Interesting Moment from lead feed Visualforce panel on Contact/Lead/Account/Opportunity: Clicking on 4 tabs: Interesting Moment, Web Activity, Email, Score Clicking on “Full List” hyperlink at the bottom of the visual force page to access full list Marketo tab Top Nav (only on lead/contact) Choosing “Add/Remove to watch list” from actions drop down, clicking on “Go” button Choosing “Add to Marketo campaign” from actions drop down, clicking on “Go” button Choosing “Send Marketo email” from actions drop down, clicking on “Go” button Clicking on Interesting Moment tab and the following actions with the tab Clicking on “Subscribe” option Clicking on Web Activity tab and the following actions with the tab Clicking on Web page link Clicking on page/referrer link Clicking on Email tab and the following actions with the tab Clicking on email link to preview email When a sales user navigates to any CRM layout that has Sales Insight, the panel loads automatically. The loading of panel is not considered as actual usage. We only consider users who actively interact with the panel.    How does Marketo Engage determine how many Sales Insight (MSI) users I have? We generate a report that logs certain types of activities that an “active user” would do and then remove duplicate users. If there has been one or more of these activities in the last 30 days, we consider this to an individual active user   How do I pull a list of my Sales Insight users? Please reach out to your CSM. He/she will be able to provide your usage report for you.   How do I limit Sales Insight usage? You can monitor Sales Insight seats by creating a Sales Insight profile and assigning it to a Sales Insight Layout or to any existing layout you would like to use. Detailed instruction can be found here - https://docs.marketo.com/display/public/DOCS/Setting+up+Sales+Insight+for+your+Team   How do I start monitoring Sales Insight seats as an existing user? The next time you upgrade your package, rather than installing upgrade for all users you can install it only for admins or for specific profiles you’ve created for Sales Insight. Detailed instruction can be found here https://docs.marketo.com/display/public/DOCS/Upgrading+Your+MSI+Package   How do I determine which version of MSI we are on? In your Salesforce CRM. Click on Set Up > Search for “Installed Packages” in Quick Find search field > Look for “Marketo Sales Insight” under Package Name column > Look for corresponding version number under “Version Number” column  
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Here are a few helpful tips regarding assigning a record to a queue when using the Sync Person to SFDC flow step:     If the record flowing through the flow step is a Marketo only record a new SFDC lead will be created SFDC Lead any field updates will be synced from Marketo to SFDC and the owner will change to the Queue SFDC Contact a new SFDC lead will be created The value in Marketo for Lead Owner for any records assigned to a SFDC Queue will be empty   Additional resources for learning about the Marketo integration with SFDC.
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What’s changing?  Beginning in January 2021, we will be rolling out two email tracking-related security improvements over the course of several months.  In Q3 of 2020, a new version of the Outlook Plugin will be available that also contains a security improvement.  This document serves to provide a high-level overview of the changes that are coming.  We will follow up with additional information as those dates draw near.    Background: Email Link Tracking  By default, links in emails have tracking embedded which allows you to see who clicked which link, how many total links were clicked, etc.  Link tracking is configured via the Insert/Edit Link dialog box from within the email editor.   Predictive Image Tracking  When using Content AI, you can configure email images to be predictive.  Predictive images have an URL and are configured via the “Make Predictive” menu item within the email editor. Alternatively, you can select “Enable Content API” menu item within the email editor. Changes:  Tracking Link Length  When link tracking or predictive image is enabled, the original URL specified is converted into a “tracking link” that points to a Marketo tracking server.  The format of a tracking link looks something like this:  http://mkto-q1234.com/Y0b020YU00000001NPR0wR0  After this change, the identifier at the end of the URL will be slightly longer.  Tracking Parameter Expiration  When a tracked link or predictive image is clicked from within an email, the Marketo tracking server logs a “Click Email” or “Click Predictive Content” activity and then redirects user to the original URL specified.  The tracking server appends the “mkt_tok” query parameter which is used in conjunction with Munchkin JS to associate the Munchkin cookie with the known lead that clicked on the email link, and with the campaign that sent the email.  After this change, mkt_tok will expire 6 months after the email was sent.  As a result, if a lead clicks on a link in an email that is older than 6 months, the webpage visit activity will be anonymous, and campaign association will not occur.  This is the same behavior as when tracking is disabled.  Outlook Plugin  With these changes a new upgrade of the Outlook plugin will be released. The new plugin will no longer support offline mode, and users will be required to have an active connection to the internet when sending emails. Users who do not have an active connection will see the following message when clicking the Marketo Send and Track button:     Why is this change being made?  The tracking parameter expiration and tracking link change are additional steps in providing a more consistent and more secure experience with Marketo’s forms.  This change is a continuation of the work done last year when we released Form Pre-Fill Feature Upgrade.  The Outlook Plugin update was made to standardize on using common email tracking-related functionality across our products.    What customer action is required?  Aside from the Outlook Plugin upgrade, no additional action is required.  The new plugin will be available as part of the Q3 2020 release so customers can upgrade. As part of the Q4 2020 release users will receive a message in Outlook asking them to upgrade before continuing to use the plugin.     How does this impact customers?  Tracking Links and Predictive Images  If a tracked email link or a predictive image is clicked by an anonymous lead in an email that is over 6 months old, the known lead will not be associated with user’s Munchkin cookie.  This is the same behavior when tracking is disabled.  Form Pre-Fill  If a tracked email link or a predictive image is clicked in an email that is over 6 months old, and the click sends user to a landing page containing a form with pre-fill enabled, the form will not pre-fill.  This is the same behavior as when tracking is disabled.  Outlook Plugin  All users must update the Outlook Plugin by Q1 2021. 
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LinkedIn updated their permissions model on April 1. Marketo already supports the new permissions, so if you have not already done so, all you need to do is re-authorize your LinkedIn LaunchPoints to update your authentication token to ensure continued syncing. If you have both LinkedIn Matched Audiences and LinkedIn Lead Gen, you will need to re-authorize both LaunchPoints.   LinkedIn Matched Audiences LaunchPoint To update the permissions for the LinkedIn Matched Audiences LaunchPoint, a Marketo admin with access to your LinkedIn Business Account(s) will need to go to LaunchPoint in Marketo Admin. Select the LinkedIn Matched Audiences LaunchPoint and click "Edit Service" at the top.     Once in the Edit Service modal, click "Next". This will show you the user that authorized the integration and the date the LaunchPoint will expire.   Click on "Re-Authorize", which will open up a new window with a prompt to log into LinkedIn. You do not require the same user who originally set up the LaunchPoint.   Once you've signed in, the window will close and your LaunchPoint will now have an updated expiration date shown in the modal. Make sure to click "Save" to save the updated permissions.   And now your Matched Audiences LaunchPoint has updated permissions!   LinkedIn Lead Gen LaunchPoint To update the permissions for the LinkedIn Lead Gen LaunchPoint, a Marketo admin with access to your LinkedIn Business Account(s) and either admin or Lead Gen Form Manager permissions on your Company Page will need to go to LaunchPoint in Marketo Admin. Select the LinkedIn Matched Audiences LaunchPoint and click "Edit Service" at the top.   Once in the Edit Service Modal, click "Next". This will show you the user that authorized the integration and its expiration date. Click on the gray "Re-Authorize" button. This will open a new window with a prompt to log into LinkedIn.   Once you've logged in, the window will close and your LaunchPoint modal will show a new expiration date. Click "Next".   You will then see your list of LinkedIn Accounts. You do not need to update this screen. Click "Next" again. The final screen will be your field mappings. You do not need to update any field mappings to update permissions. Click "Save" to save updated permissions.   And now your LinkedIn Lead Gen LaunchPoint has updated permissions!  
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