Hello Marketing Nation,
Have you been thinking about applying this year for an Adobe Experience Maker Award? You still have time. We’ve extended the submission date one week to May 7th at midnight Pacific Time. So if you’ve been too busy to submit an entry or on the fence about submitting an application, it’s not too late. We want to see what you’ve done to create amazing customer experiences and digital transformations. This is your time to shine!
Visit the Adobe Experience Maker Awards website to submit an application now.
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Hi @sbowens and @Brooke_Fawcett
Thanks for your inquiries. To get approved on Career Connect, you need to register for an account, fill out your Company Profile, and upload a Company logo. Requests are approved about twice every week by our Ops team.
I will reach out to each of you to answer your individual queries. Hope that helps!
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Hello Marketing Nation!
Our Adobe Digital Experience Communities are the heartbeat that connects, engages, and empowers our users to create game-changing digital experiences leveraging Adobe solutions. To help us continue to elevate your experience and inspire others to do more in our Communities, we are renaming the Adobe MVP program to Adobe Community Advisors.
The Community Advisor program is designed to recognize our most engaged, passionate, and supportive Digital Experience Community members. Community Advisors will mentor, encourage, and facilitate Community participation, share their product expertise, knowledge, and reinforce the Communities as the primary peer-to-peer resource for Experience Cloud customers.
Please complete the Community Advisor Interest Form using the link below:
COMMUNITY ADVISOR PROGRAM BENEFITS
· Thought leadership opportunities including:
· Speaking engagements (webinars, in-person events, blogs, Summit, etc.)
· Lead and speak at Adobe User Group (AUG) meetings
· Possible recognition on Adobe Communities, Adobe.com, Adobe social media, and other digital channels
· Personalized headshot banners to be used on social media and Adobe Communities;
· Exclusive swag;
· Digital Experience Community moderator access or equivalent permissions;
· Quarterly product calls with Adobe Product Team to share feedback and guide future product improvements;
· Vouchers to complete Adobe Digital Experience certifications;
· Eligibility to apply for Community Member of the Year;
· Eligibility to lead an Adobe User Group;
· Eligibility to apply for Adobe product Champion programs; and
· Consideration to participate in Adobe product beta testing and early adopter programs '
If you have any questions, please feel free to comment down below or reach out to email@example.com.
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Welcome to the 20 th edition of the Fearless Forum! In this edition, watch our partner spotlight featuring Siteimprove, a SaaS solution for optimizing website experience and driving growth, learn more about one of our latest Marketo Engage Champions, Moni Oloyede, catch our recurring Success Series blogs covering Landing Pages and Forms, and more!
Check out all of our topics below:
Live with Adobe Exchange featuring Siteimprove - Watch our video feature as Joshua Eli Young talks about how Siteimprove performs content fixes in real-time for your websites and campaigns, including Marketo Engage Landing Pages.
Champion Spotlight with Moni Oloyede - In our latest Champion Spotlight series, we spoke with Moni Oloyede, who is a Sr. Marketing Operations Manager at Fidelis Cybersecurity. Check out what Moni has to say about her favorite thing to do in Marketo Engage, her most prized possession, and more!
Marketo Success Series on Forms - We teamed up with Marketo Engage Champion Alumni Rajesh Talele and Kelly Jo Horton to discuss their best practices around Marketo Engage Forms, form styling, progressive profiling, and more!
Marketo Success Series on Landing Pages - We also teamed up with Marketo Engage Champion Alex Greger and Champion Alumni Lauren Aquilino to talk about landing pages, why you should use them, the difference between Guided and Freeform landing pages, A/B testing, and more!
Bizible Dynamic Fields Breakdown - There are several fields on Bizible Touchpoint Objects which can be difficult to keep track of. Check out Kate Colbert's article for a consolidated visualization of all possible Bizible Touchpoints.
Bizible Segmentation Use Cases - Bizible Segmentation is one method to significantly level your reporting goals. Catch Kate Colbert's article on common values and how you can create custom segmentations for your dashboard.
Thanks for checking out our March newsletter! As always, let us know what you'd like to see us cover next in the comment section below.
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Hello Marketing Nation,
We're back with another Live with Adobe Exchange series, this time featuring our partner Siteimprove. Watch our video feature below as Joshua Eli Young talks about how Siteimprove performs content fixes in real-time for your websites and campaigns, including Marketo Engage Landing Pages.
If you have any questions, feel free to let Joshua know in the comment section below. Learn more about Siteimprove's solutions here.
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Hello Marketing Nation,
Welcome back to the Marketo Success Series! In this series, we partner with Marketo Champions and Champion Alumni to fully explore how some of our most celebrated Marketo experts are using Marketo Engage to drive success. In this edition, we teamed up with Marketo Engage Champion Alex Greger and Champion Alumni Lauren Aquilino to talk about Landing Pages, why you should use them, the difference between Guided and Freeform, A/B testing, and more!
What are Landing Pages?
Landing Pages are Marketo-hosted pages that allow you to display content and track visitors. There are 101 opportunities I can think of to use landing pages:
Pay per click campaigns
Direct mail efforts
The list goes on.
But let’s get some technical considerations out of the way. First, your Marketo landing pages should have a CNAME that is a subdomain of your main domain (e.g. pages.yourdomain.com). You’ll need the help of your IT department with this, but when it’s done, it’s done. Second, consider whether you’ll need SSL (Secure Socket Layer) encryption for your landing pages. According to Marketo: “When you fill out a web form or visit a landing page that's hosted by Marketo, by default the information is sent over non-secure protocol (HTTP). Per your company’s policy, you may want to secure the information submitted to Marketo over (HTTPS). For example, when you visit http://info.mydomain.com/ it will now be https://info.mydomain.com/.” This will be especially important if you decide to use iFrames to place Marketo forms on your SSL encrypted website. Contact your CSM if this is a requirement for you.
Why Use Them
Using Marketo landing pages puts the power of page creation in marketers’ hands. With pre-built templates, it’s super-easy to edit text, pop in an image, and add a form without code. While landing pages often serve as a lead gen page, they can also be built into microsites or campaign hubs. This is helpful if you are running campaigns, but your web team doesn’t want to update the website for each circumstance.
How to Use Them
Landing pages typically live as assets within programs in Marketing Activities, while templates live within the Design Studio.
To start, you’ll want to make sure you have a good template to use. Next, you’ll want to use basic best-practices to build out your content.
Too many choices hurt conversion rates due to the paradox of choice—a feeling of being overwhelmed due to too many options. This can cause indecision, dissatisfaction, and even unhappiness.
Optimize lead capture with short forms
The shorter the form, the more likely someone is to fill it out. However, you’ll still want to be sure to capture essential contact info for your purposes. This may include required fields in your CRM, or data needed for lead routing or proper segmentation.
Personalization can make your customers and prospects feel pretty special. Use tokens and dynamic content to show the most relevant content possible.
Ensure responsive design
42% of researchers use a mobile device during the B2B purchasing process(2) Responsive design means that your landing page will adjust to the environment based on things like screen size, device, and web browser. This allows for a lot of flexibility in the way the content is shown. Have you ever visited a site on your mobile device that was clearly not built for smaller screen sizes? It’s a terrible experience, and visitors are likely to drop if they can’t easily navigate your page on their device.
Include social proof
Social proof is the idea that people will follow the actions of others because they assume that if someone else has done it, it must be correct. Examples of what you can add to your landing pages might include customer quotes, tweets, and customer logos that instill confidence in your brand.
Sense of urgency or scarcity
The scarcity principle follows the notion that you will always want what you can’t have. (3) Instilling a sense of urgency (a countdown, for example) increases focus on finishing the task at hand—in this case, filling out a form.
Basic components of a landing page typically include:
Call to action
You’ll want to define and gather all of these requirements before building out a landing page using your chosen landing page template.
Guided vs. Free-form
Marketo offers two types of landing page templates, Guided and Free-form. This is chosen when initially creating the template and determines the type of editing and flexibility you have with individual landing pages. This ensures developers or agencies understand the difference and pick the correct one as each has its own pros and cons.
Free-form templates allow you to drag and drop different types of elements anywhere on the page while allowing predefined editable areas if designated in the template. This feels and acts similar to a slide deck where you place the elements, change the size and spacing, and how it looks in the editor is how it will render for the end visitor.
The Free-form template is best used when you need a one-off landing page and no time, budget, or resources at your disposal as is it allows the flexibility of creating a brand new landing page in a few minutes with little to no coding or development needs.
As you drag and drop these elements onto the canvas, a dropdown style sheet allows you to add different style elements, change the size, and align the element within the page. Then with a simple click to the mobile tab and activating the page, you will be able to re-align elements, shorten copy, and turn on/off extraneous items that are not necessary without affecting the desktop version.
A caveat to the Free-form template is that it is an adaptive experience for visitors where they will see either the desktop or the mobile version. There are ways to make the experience responsive, however, that is a more advanced topic and it would be more efficient to have a developer build a Guided template that allows this experience for visitors.
Guided templates are the latest version of the Marketo Landing Page product. It has some great updates including the ability to use variables to manipulate the page which we will get into later in the chapter.
The layout is built with different types of editable regions depending on what type of content you would like within that area. This allows a marketer to be more efficient and again provide more structure and guidelines to the overall page. Ensure your developer uses clear and concise naming conventions for these editable areas as they will really help in navigating the editor.
The major types of editable areas you will likely use are:
Rich Text: General WYSIWYG editor that allows you to add copy, images, links, and format accordingly.
Image: A region of the page that will always be an image, this brings up an image selection screen to upload from your PC, grab from the web, or select from the Design Studio. You are able to add links so the image is clickable, alt text, as well as advanced features like styles or CSS classes.
Form: Only a form is able to be placed in this area. You can use variables to hide and show elements, so if you wanted the template to have a full-width form and a one-column form floating next to copy, code both into the page and use variables to show and hide depending on the page you are working on.
Snippet: This allows the use of a snippet that has been created and approved.
Not used as often:
Video: Similar to the image editable region, this allows only a video to be placed. Marketo only supports YouTube videos at this time, so if you use a different platform to host, the recommended option is a rich text area to embed the video.
If you are unsure of the type of content, or the area needs to be flexible for different types of content using the Text editable area. This will allow you to access the general WYSIWYG editor and allow you to add a wide variety of elements.
In areas that are not editable, you can utilize variables to switch out content such as a date, the color of a button, a link, or a logo. Again, this helps secure the structure and branding from being broken, while still allowing you to have the flexibility to change items from page to page.
The best part of the Guided template is the rendering of the page across devices is determined within the template. Therefore, your developer or agency can design the template to be fully responsive across all devices and you can simply edit the content within the page.
Below see the difference between the two editors.
For more information on landing page types, check out our Product Documentation on Guided and Free-Form Landing Pages.
Variables allow you to change the content in specific areas of the landing page without giving full editor access to the region. These are customizable attributes declared as meta tags inside the template to provide more flexibility in editing a landing page in areas that may need to be locked down from editing due to advanced coding or branding guidelines.
There are three types of variables for landing pages:
String: Provides a text box to edit the content within the page. The colors, size, font, and other elements are locked down from being changed and this variable allows you to quickly change the wording of the content area.
Color: This allows you to easily swap colors using a color picker. This is great when using buttons, color bars, or rules, as well as background colors of sections! Without any CSS or HTML knowledge, you can quickly change the color scheme of a page by selecting a few different colors for the different variables set up.
Boolean: This type of variable provides a toggle to switch between two predefined options. This is the variable with the most variety in uses. Anything you would like to add a conditional statement to so that it is either one choice or another can use this variable.
Within the syntax of the variable, your developer will assign a display name that is seen within the editor. This is where naming conventions become very important to ensure Marketo users know which variable will affect specific areas of the landing page. Boolean variables have additional options for displaying the name of each condition, here are a few examples:
Hide and show: providing the ability to hide a specific section that is not needed within the campaign landing page you are building.
Right or left-aligned: allows you to quickly change the alignment of a section with no need to jump into the editable area to make backend updates.
Dark or light theme to a page: your developers have created a variable to allow you to change from a light design to a darker design with a flip of a toggle.
Below are some great examples that have been used frequently and how variables display within the editor of a landing page.
What is it
Only 52% of those that use landing pages also test them to improve conversions. (1) Testing allows you to optimize conversion rates. This is a native, and frankly underused, feature. In Marketo, A/B test groups allow you to compare conversion rates of specific landing pages and optimize for the best results.
Why use it
The real question is—why not use it? A/B testing allows you to quickly gain insight into what’s working and what’s not. You’ll be able to gain valuable insights on the UX preferences of your audience.
How to use it
Landing pages are tested using a feature in Marketo called Landing Page Test Groups. First, you’ll create two or more landing pages that you would like to test against each other. Ideally, they will have forms. While still unapproved, right-click one and select convert to test group.
Add the landing pages that you would like to test and approve your test group. Once your landing pages are approved and live, you’ll be able to compare the stats of the landing pages in your test group.
When testing, every component is up for adjusting. However, there are some factors that may affect conversion more than others. Some examples include:
Form placement and length
4 Keys to testing include:
Define goals and baseline metrics
Keep it simple and choose one variable at a time
Maintain a log of results
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Hello Marketing Nation,
Welcome back to the Marketo Success Series! In this series, we partner with Marketo Champions and Champion Alumni to fully explore how some of our most celebrated Marketo experts are using Marketo Engage to drive success. In this edition, we teamed up with Marketo Engage Champion Alumni Rajesh Talele and Kelly Jo Horton to discuss their best practices around Marketo Engage Forms, form styling, progressive profiling, and more!
Why use forms?
Marketers use forms to acquire brand new leads to your marketing database and to update information about existing leads. Marketo forms can also be used for various other business reasons and tactics such as contact us forms, demo request forms, event registrations, content download, etc.
How to create a Marketo form
Create a form using Form Editor 2.0 from within Marketo Lead Management form designer. You can create a form in Design Studio or as a local asset of a Marketo program in Marketing Activities.
Add and edit fields as per your business requirements.
Approve and close the form.
Now the form is ready to be used.
Putting Marketo forms to use
Marketo Form in a Marketo Landing page
Using the landing page editor in Marketo, you can add a Marketo form to a landing page.
All out-of-the-box functionality is supported.
Landing pages that need to be created and maintained in the MarketoLanding page URLdomain would be different than your website domain. You would be able to have it as a subdomain of your website domain though.
Your web team or engineering team would not have total control over these landing pages as they do over landing pages in your CMS system.
Embed Marketo form in an external web page
When you set up a form using the Forms 2.0 editor, Marketo provides HTML code that you can embed in the landing pages on your website.
The embed code looks like this:
MktoForms2.loadForm("//app-sjqe.marketo.com", "XXX-YYY-ZZZ", 621);
Give this embed code to your web developer to put on the external landing page.
The web team gets better control of the look and feel of all web pages they own
Some Marketo forms functionality does not work on external embedded forms. Prefilling the form fields based on the lead’s known information does not work.
Progressive profiling and Known Lead HTML functionality work fine though.
There are some custom code-based workarounds for this. See the Tips and Tricks section below.
Submitting Marketo form in the background
When your organization has many different platforms for hosting web content and customer data it becomes fairly common to need parallel submissions from a form so that the resulting data can be gathered in separate platforms. There are several strategies to do this, but the best one is often the simplest: Using the Forms 2.0 API to submit a hidden Marketo form.
Submitting Marketo form using server side HTTP Post / Get
You can also use external server-side code such as PHP etc to submit a Marketo form using HTTP Post or HTTP Get. Here is a screenshot of a test tool one can use to test submitting a Marketo form using HTTP methods.
The web team gets better control of the look and feel of all web pages they own.
Since Marketo is not actually involved with front-end communication with the user through a browser, core functionalities like pre-filling form fields, progressive profiling, and Known Lead HTML functionality will not work. Also, unless extra code is added, Marketo cookies will not be written on the user’s machine which affects Marketo’s ability to effectively put together the entire buyer’s online and email response behavior.
How to style your forms
Marketo forms can be styled to look according to your needs. Marketo provides various ways you can add custom CSS styles to your Marketo forms and landing pages that contain the forms.
Marketo form editor allows for specifying custom CSS code to style the form as shown below.
Marketo form and form fields can also be styled by CSS code specified in the landing page where the form is embedded.
Bells & Whistles
You might have some fields that are mandatory. Check the is Required box for those. An example might be an email address, company name, etc.
When a person who is already known to Marketo revisits via a webpage with a Marketo form, we generally want to pre-populate certain fields on that form. That results in a better user experience and consistency of data. In certain business cases, we do not want to pre-populate certain fields. Marketo provides out-of-the-box support to selectively choose which fields on a given form should be pre-populated and which ones not. We do it so using Form Pre-fill selection for a given field.
You might also have some fields that need to be hidden. Examples of this kind of field are UTM parameters like UTM Source, UTM Medium, etc. Typically, these variables are automatically populated in respective hidden fields from the URL query string of the page. Marketo makes is super easy to do so without having to write any code. Here a hidden field named ‘UTM Source’ is being automatically captured and populated from the value passed for query string parameter named ‘utm_source’.
You can restrict input from your visitor using an input mask. For example, you may want visitors to enter phone numbers only in a specific format.
As marketers, we want to build a complete picture of our website visitors. One way to capture that information to include all the form fields in one long-form. But that generally does not work. Visitors most likely will choose to opt out of filling out the form entirely.
Short forms are better for user experience. When someone comes back to a form, you can present new fields each time and progressively fill out the profile of the visitor over time. Progressive profiling is the mechanism of letting the lead progressively populate their profile over multiple visits.
Marketo form editor makes using progressive profiling very easy.
First, on the form settings, enable progressive profiling.
Then go back to the Field Details, select the number of blank fields you want to show each time a lead comes to this form. Then drag and drop all fields that are part of the progressive profile set in the progressive profiling area. The fields that are outside of the progressive profiling area will be presented each time. While based on the number of blank fields you configured, that many fields from the Progressive profiling area will be shown if they are blank.
One really cool feature of Marketo forms is that you can dynamically hide/show form fields or fieldsets. For example, the following screenshot shows how to show the field Postal code only if the country selected is the USA.
Showing different content for Known lead
Many times we use forms to 'gate' our collateral downloads such as white papers, etc. If a visitor wants access to a white paper, they need to complete a form fill. . Typically, that means the visitor needs to fill a form every time he wants to access a white paper. That may not be a great user experience. If a visitor is cookied (a known person who provided an email address in the past), then why bother with the form again? Just give them the link to the white paper directly. This functionality allows us to write intelligent forms that directly provide a download link if the lead is known. Such as:
Here’s how it looks in Marketo form editor.
Conditional Thank you pages
You can add multiple options and build in choices to show people different follow-ups depending on their responses.
Using Form responses in your Smart campaigns
Form responses can be used as a ‘trigger’ in a smart campaign. Form responses can also be used as ‘filters’ in a smart campaign.
Form response as a Trigger
You can use future form response activity from leads to automatically trigger certain actions in Marketo. You will write a smart campaign to perform these actions and use Fills out the form as a trigger for that smart campaign.
For each form that is submitted, Marketo captures additional information that can be used to further pinpoint the exact business scenario you want to address using a given smart campaign. You can use the following trigger dialog to exactly pinpoint the criteria when the smart campaign should be triggered.
Thus we can define which form or forms when filled will trigger this smart campaign. In addition to that, we can specify which exact web page or web pages to listen to or ignore.
You may want to:
Run a smart campaign only when a particular form(s) are filled.
Then you can further pinpoint which exact webpages to listen to
Or, limit specific values in a query string
Or, for specific client IP addresses or ranges
Or, for a specific referring webpage, browser, and so on.
And you can add additional ‘filter’ conditions on top of this trigger condition to further personalize the user experience. For example, the following smart campaign listens to any form fill response received that is not from a competitor.
Form response(s) as a Filter
You can also use (past) form responses to make decisions in your smart campaigns.
For example, if you want to increase the lead behavior score for individuals who fill out specific Marketo forms more than 3 times in the past 7 days, you can do so like this:
Best practices - Global Forms strategy
Marketo makes creating landing pages with web forms very easy. But unless there is a centralized strategy, creating a new form in Marketo whenever there is a need for one ends up causing more problems than it solves.
Drawbacks of not having a Marketo form strategy: Tons of sparsely used forms in Marketo
Similar sounding form names cause programming errors
Time loss in figuring out which form to use
Reporting form fill numbers can potentially be incorrect
Very difficult to manage change. If there is a global change needed, you might have to change a lot of forms that are affected separately.
Create a master list of Marketo forms you need
Strategically identify and create a set of master Marketo forms in Design Studio that can be used for most of the business needs. All programs in Marketo should use one of these Marketo forms unless the requirement is very different.
Thus do not allow Marketo forms to be created in a haphazard fashion.
Limit who modifies and approves these forms.
Set up business processes that allow only designated Marketo admins to modify and approve these forms.
Strategically designed folder structure and naming conventions for forms. Something like this:
If business stands to benefit, in these centralized Marketo forms, use advanced Marketo functionalities like,
UTM parameters related logic
Other hidden fields as the business might need.
Custom business-specific cookie tracking
GDPR / Express Consent related logic
Known lead functionality
Use program level Marketo forms for isolated cases of ‘tactical programs’.
Marketo allows Marketo forms to be created as ‘local’ assets within a program in the Marketing Activities section. These should be used in programs that are typically stand-alone and do not capture the same data / or have a different target audience than your ideal customer profile.
For example, for programs that specifically designed for say, employee communication, or partner training webinars, etc.
Here are some of the gotchas to keep in mind when using forms,
Brand New contact creation does NOT trigger ‘data value change’ when a form is filled in Marketo Thus if you have smart campaigns that listen to ‘data value changes’ trigger when a new lead is created by filling a form, that might not work as expected. Use the ‘fills form’ trigger instead.
Form prefill landing pages on our website that embed Marketo forms is not supported. Though there are some ways to work around it. More about it in the tips and tricks section below.
Tips, Tricks, and Links
Here are some of the frequent questions we Marketo professionals get. And some other tips and tricks. Here are the 3 websites that will help a lot with most of your questions.
Marketo Product Documentation
Marketo Developers site
If you get questions like,
My team is asking me about form values being prefilled with the forms we have on our site. How do I do this?
How do I record Google Analytics events upon form submit?
How do I show a thank you message on the same page upon a form being submitted rather than redirecting to a new page or just showing the form again?
How do I block certain domains from filling out my forms?
How can I improve email data quality entered from forms?
How do I include links (or other HTML) on a Marketo field label?
How can I prevent spam entries to my form?
This Marketo community post answers these very nicely.
Answer some of the other questions you might get below with this Marketo Developer Doc.
Hide Form After Successful Submission
Take Visitor to User-Defined URL
Set Form Field Values
Read Form Field Values on Form Submit
Submit the form when user clicks on a link
Prevent user from submitting a form till certain requirement is met
Set hidden field values
Show form in a LightBox
Show custom error messages
Here is are some useful methods for embedding Marketo forms (Part 1, Part 2, Part 3)
Here is a Community post regarding how to submit a Marketo form in the background
Here is a Community post about rearranging fields in a Marketo form
Here you can find two ways to show different thank you pages based on user responses.
These are some of the frequently asked questions and so are included here. You can get tons of support from the Marketo community regarding your questions that might not be here.
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Welcome back to the Champion Spotlight series, where we speak with one of our current Marketo Engage Champions to learn more about their background, their favorite things to do in Marketo Engage, what they wanted to be when they grew up, and more! This time, we spoke with @Moni_Oloyede , who is Sr. Marketing Operations Manager at Fidelis Cybersecurity, based in Bethesda, Maryland. Let's hear what Moni has to say!
What was your first job?
I was a cashier at Mcdonald's when I was 14 years old.
What was your first role and initial reaction to the platform?
My first job after college was with a cybersecurity company called Sourcefire - they were an early adopter of Eloqua. I think they were customer number five back in 2006 or 2007. I was managing the Eloqua instance and it was too cumbersome, so we decided to switch to Marketo Engage in 2008.
What is your favorite thing to do in Marketo and why?
Data Management. I love having a clean, manageable database. It is the key to creating personalized user experiences.
Throughout your Marketo career, what are you most proud of?
Using Marketo has made me a better marketer. Using A/B testing, dynamic content, personalization, etc. is great feedback from customers to tell you what is engaging content and what is not.
What piece of advice would you give to someone who is just starting a career with Marketo?
Join the Marketo Engage Community. There are a ton of brilliant minds that have contributed to the community. Almost any Marketo issue that you could run into is addressed in the community.
What did you want to be when you grew up?
I wanted to be a lawyer growing up. But I took my first Civics class in high school and realized that law was super boring.
What is one goal you would like to achieve in your lifetime?
My favorite hobby is weightlifting. I would love to be able to squat 300lbs.
Your house is burning down...what do you grab first?
My dog, Charlie.
If someone gave you $5 million tomorrow, what would you do?
Buy my Mom a house and donate the rest to charities that teach children technology skills and charities that support women in technology.
What is your hidden talent?
I’m an excellent baker.
What is your guilty pleasure?
Reality TV Show - My 600lb Life.
What is your most prized possession?
My iPhone – my life is in my phone. If I didn’t have it I would literally be lost!
Connect with Moni: LinkedIn
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Here to provide an update on this. If you'd like to disable game-related pop-up notifications, you can do this directly in your account settings by clicking on your Profile avatar on the top right of any Community page, selecting My Settings > Subscriptions & Notifications > Notification Settings. On this page, you can check the option "Turn off all real-time pop-up notifications" to disable gamification-related pop-ups. Please see the screenshots below for details.
Unfortunately, there's no way to disable game-related notifications in your notification feed without turning off all Community notifications. However, you can do this by checking the option "Turn off all push notifications." Keep in mind that enabling this option will disable ALL Community notifications in your notification feed, including notices for threads you subscribe to, likes you receive on your comments or threads, mentions, etc.
I will report back once I have an update on the Achievements Banner piece. Thanks for your patience.
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Thank you for your feedback. Though our goal with gamification was to make our Community more exciting and rewarding to engage with, I understand that the ability to opt-out of these features is just as important. I will work with our developers to extend the period in which the Achievements Banner remains hidden upon closing, and will explore our options for disabling all game-related notifications. Please let me know if you have any questions.
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Welcome to the 19 th edition of the Fearless Forum! In this edition, learn how to optimize your reporting and lead scoring strategies, watch a Champion's tips and tricks on how to best manage fields in your Marketo Engage instance, read about the exciting game features we recently added to the Community, and more!
Check out the topics we're covering below:
Champion Tips and Tricks with Kimberly Galitz - In this video, we partnered with Marketo Engage Champion Kimberly Galitz to discuss her best practices for Basic Field Management in Marketo Engage. In the video, Kimberly covers how to identify existing fields, blocking field updates, and more.
Marketo Success Series on Reporting - Learn from Marketo Engage Champion Jess Kao as she explores the reports she uses for different scenarios, how to interpret report data, and more.
Marketo Success Series on Lead Scoring - Get a deep dive on how to build your lead scoring strategy with Marketo Engage Champion Julz James. In this article, read about why you should use lead scoring, the various demographic and behavioral variables to use in your strategy, and more.
Marketo Engage Champion January Office Hours - In case you missed it, watch a recap of last month's Champion Office Hours featuring Alex Greger, Brooke Bartos, Warren Stokes, and Julz James.
Lessons Learned from 2020 - In December 2020, we partnered with several Champions to reflect on their top lessons for the year and how they're planning ahead for 2020. Be sure to check out the recaps for NOAM and APAC!
Marketing Nation Gameplay Update - W e added several gameplay features to the Community! In addition to dozens of new challenges, we've also added game elements like a global leaderboard and trophy case. You can check out all these features by clicking on your profile avatar on the top right of the page, and select "My Trophy Case." Be sure to check out our gameplay blogs and FAQ while you're at it!
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Hello Marketing Nation,
Welcome back to the Marketo Engage Champion Office Hours – a monthly virtual series where Marketo Engage Champions answer 60 minutes of live audience questions.
If you missed January's office hours, check out the video below to hear four of our current Champions answer Marketo questions from the audience.
The Champions featured in this video are:
@Warren_Stokes3 - Lead Consultant, Kniva
@Julz_James - Sr. Manager, Marketing Operations, Blue Prism
@Brooke_Bartos1 - Senior Manager, Marketing Operations, Walker Sands
@Alex_Greger2 - Marketing Automation Manager, Skillsoft
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Welcome back to the Marketo Success Series! In this series, we partner with Marketo Champions and Champion Alumni to fully explore how some of our most celebrated Marketo experts are using Marketo Engage to drive success. In this edition, we teamed up with Champion @Jessica_Kao3 to cover which reports to focus on for your programs, how to get the most value out of Marketo Engage reporting, her 5 common reporting best practices, and more!
Reporting is embodied in everything you do as a marketer. All too often reporting happens as an afterthought instead of being part of what you do every day. As marketers, we can get caught up in the day-to-day execution of endless tradeshows and webinars, creating content, and executing. But only afterward when everything is done do we tend to think about reporting. What was the outcome of our marketing efforts? Do we do that marketing tactic again? By then it’s too late and that’s why I see so many marketers struggle again and again with reporting. Reporting should be brought to the forefront of what we do every day.
Marketers want to replicate that perfect report. The one with the right KPIs, displaying pretty charts, and graphs. That report that is the envy of all marketers is like an Instagram-worthy picture of someone crossing the finish line at a marathon. The hard work is done before race day. Months of training and discipline go into conditioning your body, all in preparation for that final moment of crossing the finish line. Just like training for a marathon is about what you do every day BEFORE the big race, getting those reports is about what you do as a marketer every day BEFORE you hit that button to generate the report. Just like training for a marathon takes discipline so does being a marketer who achieves those winning reports. The great news is this guide has provided you the foundation of exactly what you need to generate those rockstar reports.
Focusing on the right reports
There is an infinite number of reports that we could generate but given the limited amount of time and resources, the real question is which one should we be focusing on and which one should we not be pursuing. The key is to focus on reports that lead to actionable insight. With this data, does this help me determine:
What will I DO more of?
What will I DO less of?
What will I DO differently?
Ask yourself, what will I do with this information? You can save you and your team a lot of time by taking a few minutes to play out different hypothetical scenarios. Many times, I am asked to generate reports that will take a significant amount of effort to set up. But before we dive headfirst into a report that the VP of Marketing is asking for, I will pull up a blank excel sheet and start mocking up a hypothetical report and ask, “If your data looked like X, what will your actionable next step be based on this information?”
Generating the report is only half of the work. Interpreting what it means and telling the story is the more important part. Many times, I get asked is a 10% open rate good? Is a 1 % unsubscribe rate bad? My answer is “it depends.” It’s never what anyone wants to hear but. . . a 10% email open rate is great for a list of completely cold leads that have never heard of you, but would be considered not that great if it’s a confirmation email or to a group of your most loyal customers. To answer this type of question, you always need something to compare it to. The best thing to compare to is data within your own system. Overall industry trends are ok to benchmark against but the better thing to do is to compare it to how things are performing for you and watch the overall trends and notice if there are any outliers or anomalies. When comparing results, you want to compare to similar situations. For example, if you are looking at engagement and email click-through rates you want to compare webinar invites with something similar and probably not to a blast to your entire database about reading an e-book.
Now onto the reports that you’ve been waiting for.
Here are some of my go-to reports that I have used consistently over my career as a Marketo Engage user. There are an infinite number of reports you can create, but the intent of this is to show you a starting point of the types of reports that you can create. This serves as a springboard to an endless number of possibilities to help you as a marketer.
Email performance report
How many people received my email?
How many opened and engaged with my email?
How many people unsubscribed?
This basic report allows you to look at these metrics for a single email or for as many as you want to compare. Simply select which email or emails you want to include from the tree.
How do I get there:
There are two ways to get to the email performance report:
Directly in the analytics section, or locally within a program in marketing activities.
I go directly to the analytics section when I want to look at overall email performance in the last week, month, quarter, etc. in the entire database.
Go to the Analytics section.
Click on the Email Performance icon
Go to the setup tab
Select the time frame of the activity (I typically use All Time)
Drag the marketing activities email over to the left
Select the email you want to include in the report
Click on the report tab to view your results
If I’m interested in emails pertaining to a specific program such as all the invite and post-event emails pertaining to a specific webinar, I ran last month, I will create the email performance report locally within the program in marketing activities.
Go to a program in marketing activities.
Right-click and create a new local asset
Click on the type drop-down menu and select email performance report
Pro Tip: If you create the email performance report locally within the program, it automatically selects the emails within the program. If you want to add emails from another program, you can manually select them from the tree in the setup tab in the report and check the emails that you want to include.
If you want to know how an email performed for a subset of the people that you sent it to, the smart list tab comes in handy.
For example, my email engagement rates were very low. I hypothesized that because we purchased 50,000 cold names and that made up a significant part of my send list, those people were dragging my email engagement numbers down. I can rerun the report and exclude this population from my email performance report and see if I’m right.
Report type: person performance report
Where do new leads come from?
What is the top source for new leads?
Is this consistent quarter over quarter?
I use a person performance report whenever I want to group people. You can group people by any number of characteristics but for this use case, we will group people by person source.
I use a combination of activity dates and grouping to create many different permutations of this report. This is predicated on the fact that you have person source assignment set up. If you haven’t you can group people using Marketo system fields such as original source type where the data is automatically being set by Marketo.
To create this report, go to the analytics section and click on the people performance tile.
Under set up you can change the time frame and what characteristics you want to group the people by.
What if we wanted to know how the numbers breakdown by quarter? We can add custom columns to this report. These custom columns are driven by smart lists.
First, create smart lists in the lead database for each desired column. For example, the Q1 2018 smart list uses the filter a person created between Jan 1, 2018, and March 31, 2018, and so on.
Then, return to the report setup and drag the Custom Column parameter and select the desired Smart Lists.
How did my program perform?
How many new names did this program acquire?
How many people achieved a certain status in a program?
Many times I just take a screenshot of the program summary page for each program or transcribe this to an excel sheet. But this information can actually be found in the program performance report in the analytics section. You can also aggregate this data across multiple programs allowing for comparisons.
Program Performance Report
This report lets you look at the total members, new names, and successes across multiple programs. New names are determined by the acquisition program field. The number of successes is determined by the number of people that are in a specific progression status that is designated a success step. This also requires that you have your channels and progression statuses well defined. This is set in the admin section under tags/channels. It is important that the right people are set as members in the appropriate program and the statuses are set consistently in every program. See the channels chapter for more details.
This report allows you to compare programs across the same channel as well as different programs with different statuses to gauge success.
So, let’s go back to our webinar example. Say I want to look at how webinars performed overall this year and see how registration and attendance are trending. I can easily select the webinars from this year and add them to the report to view them together. I can also compare webinars across different regions and see if they differ in performance.
The possibilities are endless on how to use this report type.
Alternatively, if you have Advance Report Builder, you can get this type of information and much more with the different report types and pivot table capabilities. In this reporting example, several webinars can be compared side by side broken down by the different channel statuses.
I personally do all my reporting in Advanced Report Builder and live and die by ARB/RCE reports every day.
Program opportunity analysis report in Advanced Report Builder
How much pipeline did a particular program influence?
This report type ties channels and programs to dollars, pipeline, and revenue. Anytime you want to ask how a specific program or overall channel performed as measured monetarily, this is your go-to report type. As a marketer, I spend the majority of my time specifically using this report type and rely on this heavily to produce the reports that the CMO wants to know. Where did all the money go? What did I get for it?
In this report, I’m looking at how three specific channels performed over Q1 of last year. Since my sales cycle is greater than six months, I should have good reliable data to review. Content syndication did not perform as well compared to the other two channels. I’m spending around the same amount of each channel, but the multi-touch revenue won are several-fold lower than the other two channels. Maybe I need to optimize this channel, find other vendors, different offers or execute different follow up with these leads.
If I look at the webinar vs. online advertising channel, you’ll notice that the number of success (total) is significantly different. The number of members reaching success (i.e. attended a webinar for the webinar channel or converted by filling out a form from a paid PPC or social media campaign for the online advertising channel) is a magnitude of three-fold difference.
If I just looked at the cost of reaching success, I might draw the conclusion that online advertising is the way to go. But wait, I shouldn’t stop there. If I look at the MT revenue won, you’ll notice that the amount is quite similar. Therefore, the webinar and content syndication channels are performing similarly when it comes to how much closed-won revenue was influenced by each channel. It appears that the people who are attending the webinar are the right people to be talking to and it takes more volume of people flowing through the online advertising channel where they are downloading infographics and white paper to achieve similar results revenue-wise.
For a more detailed explanation of first-touch and multi-touch please see this recording and the following exercises.
How do I know if I have Advanced Report Builder? Look for the Revenue Explorer Tile
Opportunity analysis report
What marketing activities influenced a deal?
This is really one of my favorite reports that I think is underutilized. There are two scenarios where I use this report. The first one is after a deal closes, I want to do a bit of forensic work and look back on what marketing engagements and activities contributed to and influenced that deal. If something went really well, what can I do to repeat that? In this report, you are looking at one opportunity at an account. The orange dots indicate when a contact from this particular account “MegaCorp” became a member of a program. The green checkmark indicates when someone hit a program success. It’s less about looking at the number of cumulative interactions denoted by the y-axis and more about what types of engagement activities are happening over time.
What you will notice on the right-hand side is the names of people on this account. Manny and Jacob are both on the opportunity and are actively engaging with marketing programs. The number next to their name (16 and 9 respectively) is how many interactions or program membership each of them has had.
The green section is when the opportunity was opened and when it closed. You will be able to tell what marketing activities happened before the opportunity was created, what happened while it was open, and what happened after it closed.
The other scenario I like to use this type of reporting for is to show sales who else from a particular account is engaged with our marketing activities that they may not know about, especially if they are actively in conversations with them.
If you will look further down on the right-hand side, there is a list of people with no role. However, these people may be engaging with you like Sarah who has 12 interactions. If the deal was still open and the salesperson wasn’t aware of Sarah, this might be another good person to reach out to. The benefit of this report is, the person does not have to be placed on the opportunity to see all of their relevant information.
Bonus pro tip:
Smart list subscription
When you want to have a smart list emailed to you on a regular basis.
When you are hosting an event, you probably want to keep an eye on who is registered thus far or maybe the field marketing manager is constantly asking how many people have registered. Instead of having to log in to Marketo every time to review the registered list, you can set up a smart list subscription report sent to your email on a regular cadence. This has proven to be an incredible time-saver.
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Welcome back to the Marketo Success Series! In this series, we partner with Marketo Champions and Champion Alumni to fully explore how some of our most celebrated Marketo experts are using Marketo Engage to drive success. In this edition, we teamed up with Champion @Julz_James to discuss why you should use lead scoring, how it works, how to set it up, and more!
Lead scoring is one of the most important aspects of using a marketing automation system like Marketo Engage. Not only do you want to be able to send out communications, event invites, and report and track the activity of your database, you also want to be able to weed out who are the most engaged leads with your database. The more engaged the lead, the more qualified they will be to pass along to sales, who can then connect with the lead.
When a lead becomes so engaged with the marketing activities that are being presented to them, interacting with the website or with social channels, their score will start to increase. As the score increases and a certain score is reached the lead then becomes a marketing qualified lead, or MQL. This is one of the earlier stages of the buyer’s lifecycle, but it is a very important stage because if the MQL definition is not thoroughly developed marketing may end up sending a lot of leads who aren’t ready to purchase across to sales.
The MQL definition will be different for every company, but in this chapter, we’ll look at some basic definitions and scoring models. One thing you must remember is that when setting up lead scoring you must work closely with sales to define what they need to move the lead from an MQL to a sales accepted lead (SAL) and then through the rest of the sales process. Sales are the team who know your customers and what leads them to become customers. They should be able to guide and help with what type of engagements make for a great MQL.
The way in which you score will be different in each company too. You could score leads by assigning points, implementing rankings like A, B, C, D, or using terms like ‘hot’, ‘warm’, or ‘cold’. The key point is that marketing and sales increase their combined efficiency and productivity based on the clarity of a sales-ready lead.
One last thing to remember is that lead scoring is not just about the behavior of the lead, but also who the lead is, where they sit within the company, and where they fit in your buyers’ journey. So, the most comprehensive lead scoring systems include behavioral and demographic scoring.
Why should you use lead scoring?
Lead scoring is important for businesses as the majority of ‘new’ leads into an automation system are not sales-ready. They don’t want to get a phone call from a salesperson 30 seconds after they’ve downloaded their first whitepaper from your site! Lead scoring is designed to help you see who the most active leads are and who is engaging with you. Once you know who those leads are you can pass them to sales, resulting in higher conversion rates because the leads are actually ready for some communication. Don’t forget, leads are normally 65-75% of their way through their buyers’ journey before they want to get direct communication from you.
Align Sales and Marketing
As previously mentioned, if you get sales involved in the whole scoring process and defining what an MQL is, they will be more responsive to the leads you send to them. At the end of the day, it’s what they’ve asked for. It will also stop sales from having to worry about those leads that aren’t ready, making them more efficient and increasing their conversion rates.
If sales are helping to decide what leads they want then marketing should be able to provide those leads, and if those leads aren’t working for sales, they should be able to let you know. Having that two-way conversation and aligning sales’ expectations with what marketing can deliver will only enhance the relationship between the two departments.
How does lead scoring work?
Now that you know what lead scoring is in a nutshell, I wanted to expand on that by showing some steps of how a person goes from ‘anonymous’ to an ‘MQL’ including the types of behaviors they might need to complete to get there. The caveat here is that the scores used in the graphics are from a scoring model that I have used many times, but it might not be the correct set of scores for your company.
The first thing you need to do is decide how you want to set up your scoring model. To do this you need to sit down with sales and find out if demographics are important to them (job title, turnover, etc.), and what types of behavior should be carried out by the lead before being passed to sales for follow-up. It’s sometimes difficult to get this conversation started so, I’ve included an example of some of the demographic and behavioral topics that I’ve used in the past that you can show to sales and talk about what is relevant for your business.
Administration at an education account
Poland, Czech Republic
All other countries
Viewed video 75%+
Clicks link to schedule demo or talk to us
Multiple web visits-one day
Complete contact form / demo request
Content form fill
Decrease score - inactivity, 1st time
Visited career pages
Decrease score - inactivity
Unsubscribed from email
Converted - response
Subscribed - response
Downloaded asset - response
Clicked email (social link);
Downloaded asset - response;
Events (External Tradeshow)
Added by sales;
Scheduled meeting -response;
Booked demo - response;
Visited booth - response;
Attended seminar session - response;
Influential meeting - response;
Attended demo - response;
Executive meeting - response;
Post-show engagement - response
Converted - response
Events (Internal Roadshow)
Added by sales;
Scheduled meeting -response;
Booked demo - response;
Attended show - response;
Influential meeting - response;
Attended demo - response;
Executive meeting - response;
Post show engagement - response
Converted - response
Opted-in - response;
Converted - response
Converted - response
Converted - response
Attended - response;
Attended on-demand - response;
Price request - response
The next set of graphics will show you how a lead score is built up over time. You’ll notice on these graphics that there is no timeline. Scoring can happen at any point throughout the lead’s lifecycle with your organization, but ideally, you should look at the length of the lifecycle and then anything outside of that you can start to look at score decay to reduce the lead score if they are taking a long time to progress to MQL.
The reason we use score decay is so that if someone was interested and was showing a lot of activity, but then stopped for a long time, you will be able to reduce their score slightly so that when they become active again they don’t become an MQL after just one or two interactions.
Anyway, back to how the lead score is built. Please remember, these scores are just examples, and you will probably want to score differently.
We start with an Anonymous lead. This lead has a score of 0 as they have had no interactions with us yet.
The anonymous lead comes to the website and looks at a few web pages. They aren’t scored yet as they don’t have a lead record, but we are starting to track what they are doing.
The lead then fills in a form and provides us with an email address. At this point, a lead record is created and all previous web activity is appending to it. The lead score increases by five points for the web page visits, and 10 points for filling in a short form.
The lead comes back to the website and visits some more pages, so they get another five points.
Now the lead decides to register for a Webinar. The scoring here is triggered off the ‘program status change’ to ‘registered’. Another 10 points.
The lead decides that they can’t attend the webinar. The lead score stays the same as you don’t want to score someone for inactivity. However, you also don’t want to reduce their score.
Now we’re starting to send out more content to the lead, and they receive an email. They open it (one point), and click the CTA (five points).
After clicking the CTA in the email, they are directed to a landing page, where they fill out a long-form, provide us even more information and download a piece of content. Here they get 20 points as the piece of content is high value.
The lead has now scored 56 points for carrying out a number of activities. In this example, 50 points equal an MQL. There is an MQL Smart campaign set up in Marketo that looks for the lead score changing. When it gets to 50+ it will trigger an alert to the record owner, change the lead status, update the lead status detail, stamp the time and date the MQL happened, and in some cases convert the lead to a contact.
Once the lead becomes an MQL it is then sales’ responsibility to accept or reject the lead. If they accept it, they can start working the lead and pushing them through the sales process. If it’s rejected it means that the lead isn’t quite yet ready for sales. You must keep an eye on how many leads get rejected because if this happens a lot, you’ll need to modify the scoring model you have.
So now that you know what lead scoring is, how it works and how you can use it, we’ll look at how to get it set up in Marketo.
How do I set up lead scoring?
There are two ways to get started with the Lead Scoring setup in Marketo. You can create all of your scoring programs from scratch, or you can import pre-designed programs from the Marketo Program Library. We’ll look at both options here.
Setting up Lead Scoring from Scratch
Before you set up the scoring, you need to make sure that all the actions you want to track are set up first. For example, forms and landing pages, programs with the correct statuses, munchkin code on your website, etc. You can set up the scoring campaigns first, but it means you’ll be going back and forth between campaigns. The example below will talk through setting up a simple scoring campaign for a content form fill.
Step 1: Create a Scoring Campaign
Go to the Marketing Activities area.
Right-click your Learning folder and click New Campaign Folder.
Name the campaign folder "Scoring."
You should set up an overall Scoring folder, and then have different programs for behavioral and demographic scoring if you are going that route. Under each of those programs, you would set up the scoring campaigns.
Then right-click your new Scoring folder and select New Smart Campaign.
Name the campaign Fills out the form and click Create.
Click the Smart List tab.
We want this campaign to run whenever a person fills out a Content Form.
Find and drag the Fills Out Form trigger onto the left canvas.
Select the form name.
You should be using Global Forms for each of the updates and modifications, for example, this form could be a Global Form called ‘Content Download’.
Click the Flow tab.
Drag the Change Score flow action onto the left canvas.
You can type any value to add to the person's score.
Depending on your scoring model you would add the lead score here. Don’t forget to use ‘+’ to let Marketo know you’re increasing the score or if it’s a decay campaign you use ‘-‘ to let Marketo know you’re decreasing the score.
Click the Schedule tab and the Activate button.
This example shows to only run the lead through the flow once. However, for most lead scoring campaigns you will want the lead to either run through every time, once a day, or a certain number of times per hour. This will be dependent on what you’re scoring. For example, if you’re scoring multiple page visits per day, you’ll only want to score once a day.
Click Activate on the confirmation screen.
Don’t forget to test that the scoring works by filling out the form you’ve chosen and checking that your lead score increases.
Tokenizing Scoring Campaigns
The example above is a simple scoring campaign, but as your scoring gets more complex you might start changing up scores for testing or amending scores based on feedback from sales, and it can become very time-consuming to go into each individual campaign. This is where tokenized scoring campaigns work most effectively. If you import the scoring campaigns from Marketo’s program library they are already tokenized. It will just need some small modifications to fit your scoring model.
To import the predesigned program template from Marketo follow this link for full instructions. You will want to look for the Scoring Program Templates.
Once you have designed, set up, and started using your lead scoring model, do you just stop there…No! You must keep up the conversation with sales to find out if the MQLs that are being passed over are of the right standard, and if they are not, find out what needs to be changed. I’d suggest reviewing the rejected MQL’s once a month and see what is and isn’t working. It might even be that you’re sending over extremely qualified leads, but not enough of them, so you might need to look at reducing the MQL threshold or increasing scores for certain actions.
As with a lot of activities in Marketo, once it’s set up you can’t just leave it and hope for the best. You should be constantly monitoring and adjusting all activities to ensure that you are running the most effective and optimized instance that you can.
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Hey Marketing Nation,
Today we are thrilled to announce the 2021 Marketo Engage Champions! This year marks the 10th anniversary of the Marketo Engage Champion program, which recognizes and celebrates the most passionate, knowledgeable Marketo Engage users across the globe.
Since its inception ten years ago, the Marketo Engage Champion program has grown in prestige and has become a career catalyst for many Marketo Engage users.
Each member is a Marketo Engage expert and avid Marketo Engage ambassador, focused on actively sharing their knowledge and expertise with fellow users. They have demonstrated outstanding leadership and are loyal advocates who consistently go above and beyond to support others on their journey with Marketo Engage. This group will embark on a year filled with career development, knowledge sharing, exclusive speaking opportunities, connection with fellow Marketo Engage users, and opportunities to share feedback with Adobe product teams to inform the Marketo Engage product roadmap. Here’s how a few Marketo Engage Champions describe their experience with the program:
"The champion program has grown my career by leaps and bounds. I have met the smartest, friendliest and most ambitious group of like-minded people in this program and I am forever grateful for the opportunities (and laughs) it has given me!" Chelsea Kiko, Marketing Automation Manager, McGraw-Hill
“Being a Marketo Engage Champion has accelerated my career and gave me access to the top talent in marketing operations” Christina Zuniga, Sr. Marketing Automation Manager, Databricks
Please join us in congratulating Adobe’s 2021 Marketo Engage Champions!
Get to know our 2021 Marketo Engage Champions by checking out their profiles here.
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Hey Marketing Nation!
I hope that some of you have had the chance to explore the new gameplay features and badges we've just added to Community. We always strive to provide the best experience for our Community members and are working hard to fix some issues on the backend.
If you come across any problems or have questions, feel free to send me a direct message and I'll get back to you as quickly as possible. Thanks for understanding!
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I confirmed this with our dev team. This is not actually a glitch and is just the default behavior of the component. We decided not to make any custom changes to this component because it creates other underlying problems in the UI.
In order to clear all your unread notifications, you can click the "View All Activity" button. Doing so will take you to the Notification Page and set all the new notifications to "read." Hope that helps!
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Hello Marketing Nation,
We just launched new gameplay features to make contributing to our Community more fun and exciting, all while earning recognition for your demonstrated expertise of the Marketo Engage product. Check out this FAQ to answer any questions you might have and learn about the new changes!
What’s going to happen to my old badges?
Please note there are a handful of old badges that utilize the same rewarding criteria as our new badges. To avoid users receiving two separat e badges for the same Community contributions ( e.g. liking a post) , all old badges will be removed from the Community going forward .
Badges related to product expertise, like ABM Expertise, Administration Expertise, Mobile Expertise, Custom Integration, etc. are still being actively managed and given out to Partners on a case-by-case basis.
Why have I already earned some of the new badges?
For many of you who have already engaged with the Community in the past, you’ll notice that some of the new badges have already been automatically awarded to you. This is because all new badges are awarded based on both your existing and future contributions to the Community. We’ve made sure to include new gameplay challenges that have a higher threshold than before, so there’ll always be new achievements to unlock!
Will I keep the same level as before?
We are making adjustments to the leveling formula so that users experience more progression for all kinds of engagement in the Community. While most users will maintain their level, you may notice that you are a level higher than normal. If you have any questions about your level, please send me a direct message.
Where can I view all the badges I’ve earned so far?
Viewing your Community accomplishments has never been easier. To see all the badges you’ve earned, you can visit your Trophy Case, which is accessible by clicking your avatar bubble on the top right of any Community page and selecting “My Trophy Case.” You can also reach it by clicking on “My Profile” and selecting the “Trophy Case” tab from your profile page.
Your Badges, Missions, and Super Missions are ordered by your most recently earned, but you can also sort by unearned badges to get an overview of all the possible badges you can earn. Clicking on individual badges will provide instructions on how to earn the badge as well as how many people on Community already have the badge.
What is the purpose of the Top Badges Earned section in my User Profile?
The Top Badges Earned section is an opportunity to showcase your proudest Community achievements. What do you want your peers in Community to know about you? If you spend most of your time on Community providing solutions for others, you might want to show off your Affirm badge, which is awarded to users who’ve accumulated a substantial number of accepted solutions.
To do this, go to your profile and click the “Edit Top Badges” button.
On the "Edit Top Badges" page, you'll see all the badges, missions, and super missions you've earned so far. You can drag and drop your earned achievements (bottom half of the page) in any order you wish into your Top Badges earned section (top half of the page).
If you dragged your Affirm badge to your “Top Badges Earned” section, for instance, it will be the first thing that users see when visiting your profile, and will also be visible on your profile card, which appears anytime a user hovers their cursor over your name.
Where can I find the leaderboards?
Global leaderboards can be accessed by visiting your profile, clicking on the Trophy Case tab, and then the View Leaderboard button.
Our leaderboards rank community members based on the individuals with the most likes and most accepted solutions. Currently, you can sort the leaderboard by 7 time periods, including Most Likes or Accepted Solutions of all time, in the past year, past 6 months, 3 months, and more. You can also view other Experience League leaderboards by clicking on the links in the “All Leaderboards” section. In the future, we plan to improve these leaderboards by adding new ways to rank community members, incorporating search capabilities, and more.
What’s the difference between a super mission, mission, and badge?
Now in the Community, you can earn different achievement classes to enhance gameplay. In addition to the badges that you’re familiar with, there are now super missions and missions. Missions are made up of badges and super missions are made up of both missions and badges. With these new achievement classes, our goal is to grant higher levels of recognition to the experts who continue to make the Marketing Nation an amazing resource for everyone!
You can view the super mission structure in your Trophy case by clicking on your Profile avatar on the top right of any page and clicking the “My Trophy Case” button. Once you’re on the Trophy Case tab, you can then select the icon on the right of the page.
What are the benefits of leveling up?
Leveling up has several benefits. Your level is one way to communicate to other members your commitment and involvement in the Community. The higher your level, the deeper your commitment to your community and your fellow members as exhibited by your many contributions. In addition, specific capabilities are unlocked at certain levels. For example, at Level 6, you unlock the ability to write blogs, just one more way to share your expertise and knowledge. We are continuing to add level-specific capabilities so stay tuned.
Will there be more badges added in the future?
Yes! We plan to continue to add more badge types, missions, and super missions in the future, so that there will always be new challenges to keep the Community exciting.
Have any other questions about our Community badges, game play mechanics, or leveling? Be sure to all check out our Gamification blogs on Badges and Levels, Viewing and Displaying Your Top Badges, and Leaderboards and Level Progression. Otherwise, please feel free to send me a direct message or comment down below!
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The Marketing Nation Community will be undergoing scheduled maintenance and will be unavailable to users starting on Sunday, February 7th between 9:00 PM PST and February 8th 1:00 AM PST. During the maintenance window, the Support Portal will be temporarily unavailable between 9:00 PM PST and 10:00 PM PST on February 7th.
If you would like to contact Marketo Engage Customer Support during this hour, please email us at firstname.lastname@example.org. Otherwise, please access the Support Portal here.
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Hello Marketing Nation,
Welcome back to the third and final Game Play sneak preview blog. In the last edition, I showed you some exciting new features we’re adding to view and showcase your Community achievements. You can read more about it here.
This time, I’m excited to tell you about a new global leaderboard, and a unique method to view your Community progression on any page.
Global User Leaderboard
As you all know, the Marketing Nation is an incredibly resourceful and special Community. Most of the content is created by awesome individuals, like you, who take time out of their busy days to help others (thank you!).
We love giving credit where it’s due, so in this game play update, we’re adding more visibility to our most frequent contributors with a global user leaderboard. The leaderboard will rank users based on two primary criteria: Most Likes and Most Accepted Solutions. By default, the leaderboard will rank members with the most likes and accepted solutions of all time. However, you can easily sort by more specific time periods like the past day, week, month, three months, six months, and year. The leaderboard is also paginated, listing up to 18 users at a time.
This leaderboard provides an unparalleled view into our Community’s top and trending contributors. Are you listed as a top solution author for this month? Who currently holds the number one spot for most-liked posts in the Community? We hope that this new perspective will help you identify the Community’s most prominent users, and motivate you to compete for the top spot!
Game Alert Bar
In any game, being able to see your progression is important. Progression transparency helps you visualize how far along you are in reaching the next level and acquiring more rewards. When we talked to you, we heard you say leveling up is a key motivator to contribute more to Community and it is important for you to be able to visualize your progress.
After several rounds of design and prototype testing, we’re ready to deploy a brand-new game feature – the game alert bar!
It may be small (so as not to distract you from your work!), but each section in the game alert bar serves a very important purpose! We’ll start from the left:
Badge Counter: The left number “X Badges” indicates the lifetime number of badges you’ve earned on your account. As you earn more badges, your counter will increase in near real-time. Please note that this badge count is representative of not only badges but also missions and super missions. To learn more about these new achievement classes, check out our first game play blog here.
Level Progression %: In the new game play, we are using Level icons to represent your level i.e. L2 is Level 2, L3 is Level 3, etc. With the progress bar, you can easily see how far along you are to the next level. As you perform more community actions such as liking replies, starting threads, or responding to discussions, your progress bar will gradually increase. Now, you’ll also be notified each time you level up.
Next Challenge: With all the fun, new challenges, we know it may be hard to decide what to do next. That’s why we created the “Next Challenge” tip. This prompt helps you earn your next super mission badge. Though achievements can be earned in any order you’d like, the unearned badges you see here are automatically presented to you based on what you need to do to earn your next super mission. When you complete a challenge, the prompt will refresh to the next unearned badge. Clicking on either the badge or super mission hyperlinks will tell you exactly how you can complete that particular challenge. You can also quickly navigate to all Community badges by clicking on the “View All Badges” link. Soon, you’ll be on your way to earning multiple super missions!
That’s all we have for this game play blog series. I hope you enjoyed reading about the new game features coming soon. If you haven’t had a chance to read our previous game play blogs, you can check them out here (Blog 1, Blog 2). As always, if you have any questions, comments, or feedback, feel free to let us know in the comment section below!
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Hey @Michael_Langell. Thanks for reaching out. I understand that losing all your bookmarks and subscriptions was really frustrating. The Community is constantly evolving, and we strive to always be proactive and transparent with our customers about these changes. Additionally, we appreciate any customer feedback and take it into consideration for any future updates. Though we don't plan on moving platforms anytime in the future, we'll be sure to communicate bookmarks/subscription data loss at a wider scale if relevant. Please let me know if you have any questions.
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Hey Marketing Nation!
Welcome to another gamification blog. In the last blog, I covered some exciting improvements we’re making to the leveling and badge structure which you can read all about here. In this edition, I’ll be covering a new way to easily view and display your badges.
After numerous conversations with some of you, we know it’s important to you to not only see the badges your peers’ have but understand what they did to earn those badges. We created an experience that makes it easy to see how a badge is earned and gives you the ability to showcase your favorite badges and community achievements.
Enter – the trophy case. In this new design, badges, missions, and super missions will be ordered based on their relationship to one another. In a single click, you can expand out a super mission “tree” to see all the badges required to earn the super mission badge. Clicking the “info” icon in each badge tile will provide information on badge requirements, and also show you how many of your peers have already earned that badge.
The new tree view will give you a roadmap for your gameplay. You’ll see which badges are related to one another and, by understanding what you have to do to earn each badge, you can plan your game strategy! Soon you’ll be on your way to achieving the badges, missions and super missions you want.
If you still prefer the conventional format for badges, worry not! We’ll still be utilizing a horizontal display as the default view on your user profile – with a twist. The first row of this page will now be reserved for “top badges.” In your profile, you can customize which 8 badges show in the top badge area of your trophy case for all other Community members to see.
The top badges are your calling card. What do you want your peers in Community to know about you? If you spend most of your time on Community providing solutions for others, you might want to show off your Affirm badge, which is awarded to users who’ve accumulated a substantial number of accepted solutions. Drag your Affirm badge to your “Top Badges Earned” section and, not only will this be the first thing that users see when visiting your profile, but it will also be visible on your hovercard, which appears anytime a user hovers their cursor over your Community profile.
Show off your Community contributions, regardless of your level of expertise, with the Top Badges Earned feature. While browsing the Community feed, this feature will also help you quickly identify which responses are most relevant to the context of the thread. Be sure to try out these features once we release in late-January!
That’s all we have for today’s blog. Have any questions, comments, or feedback? Feel free to let us know in the comment section below. Be sure to also check out our other game play blogs as we discuss improvements to Badges and Leveling and Leaderboard and Level Progression!
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Hello Marketing Nation!
I hope you all are having a fantastic start to the new year. I want to share some exciting changes we’ll be making to our Community shortly.
Knowing—as you interact with and help others in the Marketing Nation Community—you’re building a richer and stronger community for all, we want to honor your contributions with new forms of recognition which demonstrate to others your knowledge of and expertise with Marketo Engage. Therefore, we will be deploying all-new gameplay which includes new badges, new achievement classes, a revamped leveling structure, , and much more. We hope these changes will make it more fun to contribute to the Community, all while earning recognition for your demonstrated knowledge of and expertise with the Marketo Engage product. If you interact with any of our other Adobe Experience Cloud products, you will experience similar gameplay on their online communities.
This Gamification blog series will preview some of the most exciting features so that you can hit the ground running when we go live at the end of January.
In this blog, I’m going to discuss the improvements we’re making to the existing badge and leveling structure.
Badges have always been a core component of the Marketing Nation Community. Ever since the beginning, we’ve used badges to recognize all levels of Community engagement both big and small.
I’m excited to announce that we’ve been hard at work on over 100 brand new badges to make your community engagement more interesting and rewarding. These badges will be awarded based on unique community contributions, both new and old. The image below is a preview of some of these badges and how you can earn them.
All new badges now have several versions, with each subsequent version granted to you based on how often you complete that particular activity. For example, if one of your responses gets marked as correct, you will receive the Affirm 1 badge. If three of your responses are marked correct, you will receive the Affirm 3 badge. How you wish to unlock badges is completely up to you. With this improvement, there’ll be countless ways for you to build your community, your credibility, and your connections with peers!
We’re also introducing two new achievement classes – missions and super missions. Missions are made up of badges and super missions are made up of both missions and badges. What makes these classes different is that they are only given to users who complete all underlying missions and badges. You can see an example of this relationship in the image below. The Affirm badge is a part of the Originator mission, which is one of three missions required to achieve the Expansion super mission.
Please note that while your existing levels will remain the same, we are removing your old badges to make room for the new gameplay badges. Additionally, new badges will be immediately rewarded to you based on your existing contributions. If you’ve already gotten 50 of your responses marked correct, for example, you’ll automatically receive all the Affirm badges that meet this number requirement.
We hope new and exciting gameplay will make it more fun and enjoyable to complete community challenges and level up. This fresh new system highlights the value you add to our Community, all while giving you a set of challenges to conquer at your own pace. It will also make it easier to share your game progress with your closest peers. Find out who in your network has the most exclusive badges, what kind of super missions your peers are working towards, and much more!
After extensive research and testing, we revised the level structure to encourage engagement and more accurately represent your community presence and contributions. We’ve also implemented a more reasonable level progression for all users. Some of you may notice more forward progression and may even be at a level higher than usual after we deploy the revised structure.
That’s all we have for today’s blog! Have any questions, comments, or feedback? Feel free to let us know in the comment section below. Be sure to check out our other game play blogs as we discuss improvements on Viewing and Displaying your Top Badges and Leaderboard and Level Progression!
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Apologies that you have been unable to hear back. I've copied you on an email with our recruiting registration representation who will be able to grant you access to post as an Employer on the Career Connect website. Hope that helps! Thank you.
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There's no fee for this program, though it is not open for Adobe full time employees. You can definitely apply to the program as a partner or customer, though. And yes, being an MCE for this year is one of the requirements. You can view the extended list of requirements here. Please let me know if you have any other questions!
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Hello Marketing Nation!
Welcome to the November edition of the Fearless Forum! In this edition, watch an in-depth interview with the Experience Makers “The Closer” Award Winner, learn about one of our Adobe Exchange Premier Partners, read our latest Marketo Champion Spotlight series, watch Meet Marketo Customer edition video, much more!
In this edition, we’ll be covering the following topics chosen by you:
Meet the Experience Makers “The Closer” - Watch our “Meet the Experience Makers” interview with Lisa Martin of VMware. See what she has to say about data and lead nurturing, the importance of getting sales and marketing synced, and the impact that has on the overall customer experience.
Meet Marketo Engage Customers with Chelsea Kiko - In the second edition of our latest series, we speak with customers to learn more about their background, how they’ve used Marketo Engage in their career, and more. In this edition, we spoke with Chelsea Kiko, who is the Marketing Operations Manager for McGraw Hill. She is a 4-time Marketo Champion, Cleveland MUG Co-leader, and MCSA. Watch the video to learn more about what Chelsea has to say!
Live with Adobe Exchange: Translations.com - Formerly known as Live with LaunchPoint, this series is all about highlighting our amazing partner solutions that integrate directly into Marketo Engage. In this edition, we spoke with Nick Panagopoulos from translations.com. Nick discusses how GlobalLink Connect, a translations.com product, bundles up assets in a Marketo Engage campaign for easier translations. Watch Nick’s walkthrough of an example GlobalLink integration with Marketo Engage.
Marketo Engage November Champion Virtual Office Hours - In this Champion Office Hours session in November, Marketo Champions Josh Pickles, Grace Brebner, Kyle McCormick, and Ajay Sarpal sit down to answer live questions from other customers.
Marketo Success Series: Content AI - Learn from Marketo Champion JD Nelson as he discusses the supplemental add-on product ContentAI, what it is, why use it, and how to set it up in your campaigns.
Marketo Success Series: Smart Campaigns - Learn from Champion Alumni Tim Cerato as he discusses his best practices for building Smart Campaigns at scale, mastering advanced logic, creating efficiencies through program tokens, and much more.
Champion Spotlight: Amit Jain - In this Champion Spotlight edition, we spoke with Amit Jain, who is an IT Specialist at Atlassian. Read Amit’s career story including how he got started in Marketo Engage, what he’s most proud of in his Marketo career, and more.
Apply to be a 2021 Marketo Champion – Applications are now open for the 2021 Marketo Engage Champion class! If you are interested in taking your career and thought leadership to the next level, we encourage you to apply to be part of the Champion program. Please complete your application by Friday, December 18 th .
Webinar: 2020 Lessons from Marketo Engage Champions - 2020 has been an unusual year. Whether your company pivoted to an all-digital strategy or you picked up some new skills as you worked remotely, 2020 has been a time for change and growth. Reflect with Champions as they discuss their top lessons this year and how they’re planning ahead for 2021. Please register at the following regional regional links: NOAM, EMEA, ANZ.
Podcast: DemandGen Radio with Stephen Frieder - In this DemandGen podcast series, CEO David Lewis hosts Stephen Frieder, SVP of Enterprise Sales at Adobe, to discuss the importance of marketing in current times. Listen to Stephen as he discusses how far Marketo Engage has come since its acquisition almost two years ago, what’s on the roadmap for Adobe as it continues to support marketers in crafting end-to-end experiences, and more.
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Welcome back to the Meet Marketo Engage Customers! In this video series we speak with customers to learn more about their background, how they’ve used Marketo Engage in their career, and more. In our second edition, we teamed up with @Chelsea_Kiko, who is the Marketing Operations Manager at McGraw Hill. Watch the video to learn more about Chelsea!
Have any questions for her? Let Chelsea know in the comments section below!
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