I know this is a little late, but I just encountered the second issue you posted in here and it turns out I was trying to send out the Champion/Challenger test through a batch campaign that was being called by a nurture stream and for some reason, Champion/Challenger tests only work through trigger campaigns in that structure. That seemed to fix the problem for us!
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Getting started with lead sources in Marketo Engage? Define your lead source criteria and smart lists beforehand with this Lead Source Champion Worksheet created by @Jessica_Kao3!
A Few Lead Source Best Practices To Get Started
Don’t be too specific with your lead source information, or you’ll end up with cluttered data. You generally want 10-15 lead source options.
Consult with the appropriate stakeholders and decide on your lead source values before implementing in Marketo Engage. You should only set them once.
Using a single operational program to assign lead sources in your instance makes the process more scalable and easy to troubleshoot.
Find more Lead Source best practices from Jess Kao in this video !
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You’ve completed your implementation, the previous system has been checked for any delta opt-out requests, all of the relevant programs and data have been migrated over and you’ve kicked off the process to begin sunsetting your old platform. So now you’re probably thinking to yourself, “What’s next?” This is where we left Naomi Liu, Director of Marketing Operations at Electronics For Imaging (EFI), in our last blog post covering her strategy to organize a global, cross-functional Marketo implementation. Naomi’s team successfully launched their new Marketo instance on July 1st, just as the contract with their old platform was set to expire. In order to ensure there was plenty of buffer time, Naomi and her team were slated to complete their migration 1 week before their old system was shut off. This helped account for any unexpected delays or challenges as well as an opportunity to perform a reconciliation as dual systems were run for a period of approximately 6 weeks. Fortunately, everything went smoothly which left her and her team facing their next big challenge: internal technology adoption and education. The Challenge Up until this point, the Marketing Operations team kept stakeholders up to date via a steering committee call, where various leaders would attend a weekly meeting and provide input on implementation decisions. Now that Marketo was live, the team had to dive deeper and educate each business unit on the parts of Marketo that were relevant to them. During this process, Naomi had 3 main objectives: Educate herself on the new tech stack capabilities Support her own Marketing Ops team as they went through training Deliver training to each of the global business units Always Start At Home Naomi’s first step was to become a Marketo subject-matter-expert. During both the evaluation and the implementation phase, she was a regular reader of the forums and poured through documentation. Post go-live, this did not slow down and she spent months reading as much as possible and regularly explored the Marketo Product Docs and Community. Throughout this process, she also developed some good tips to be as effective as possible when ramping up her own team: If you have multiple people on your marketing operations team, stagger when they attend the Core Concepts 1 and 2 courses – nobody on her team attended the same class with the same instructor. This way, team members may learn something different in their class from their specific instructor that they can share with the broader group. Use Marketo University’s on-demand free training videos . These are short, digestible, and a good place for your team to start their Marketo education. Whenever members of her team learned something new that they didn’t think the rest of the team knew, they would share them in a group setting during their weekly team calls. Once she found her footing, Naomi turned to her next big task: developing a series of EFI specific training modules which she would deliver to her marketing business partners – sixteen to be exact! Internal Training Roadshows Since Naomi was working on a global scale, she decided to go on a roadshow-style tour to bring her training to each of her marketing business partners. At each office, she conducted in-person education sessions with multiple modules which were tailored to each business unit. Each module focused on a different aspect of Marketo and had a deck associated with it. A sample of some of the modules are listed below: Session Title Objectives Marketing Operations Review · Marketing Operations team updates and responsibilities · Overview of Marketing Technology stack and processes · Campaign creation (end-to-end) · Review current processes to identify/bridge gaps Marketo Walkthrough · High level walkthrough of Marketo · Campaign types and naming conventions · Marketo + CRM integration Emails + Landing Pages · Overview of email and landing page templates · Examples of live landing pages · Email + landing page best practices Event Management · Registration pages + iPad check-in app Marketo Sales Insight · Sending and tracking emails from Marketo Sales Insight · MSI Outlook Plugin Reporting and Analytics · Reporting walkthrough · Email, landing page and program performance · Building your own reports · Email and performance Insights Content AI · Review Content AI functionality · Review assets eligible for Content AI · Map out process (when/where) to use By adding in quizzes, using recorded video where possible, and keeping track of action items from each training session, Naomi managed to run 7 separate training sessions in 3.5 months and the feedback has been phenomenal. The approach that she took was that everyone is a steward of their own success and learning – that she was not there to talk at them but was there to bring them along a journey to level-up their digital marketing knowledge. Now Naomi and her team are moving into day-to-day Marketo operations and have posted documentation for internal teams to access. How do you conduct your Marketo trainings? Comment below and let us know!
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In this edition of Peer Perspective, Marketo Champion Kyle McCormick dives deeper into his company's Marketo Engage implementation. You'll learn about the challenges he faced and his tips on how to successfully and efficiently drive your onboarding process.
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Love this, especially breaking out the archive folder! One other tip that I've found to be helpful when naming programs is to include the program ID in your naming convention to increase your efficiency (see this blog post to learn more: /blogs/marketowhisperer/2015/07/06/why-you-should-start-including-program-id-in-your-naming-convention ). Thanks for sharing, Natalie Kremer!
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Here's an example of one of our pieces of content on starting your documentation: https://nation.marketo.com/community/product_and_support/blog/2019/01/09/marketo-governance-and-documentation
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If you're interested, Lisa Forson, my team (Marketo Customer Marketing Adoption) has put together a program, Marketo Jumpstart, that sends weekly emails to send some helpful content over to users through their implementation. We also have the Marketo Success program to help users cover the basics of the Marketo solution's core features, which is probably a little less of what you're looking for, but might be helpful for other people on your team who are less familiar with Marketo Engage! Sign Up for Marketo Jumpstart Sign Up for Marketo Success
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I'm so glad this is helpful for you, Jessica! My team is in the process of creating a short 5 week email series for new users to help them ramp up and pointing them to content like this post. It should be available within the next couple weeks, but I'll let you know once that's live!
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So great to hear, Anne Citarelli! I loved learning about the process that your team went through and was very impressed by how thorough and thoughtful you were in not only your Marketo implementation planning but in how you worked across the other departments. So great to have examples like this of awesome Marketing Ops teams!
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Exactly, Amy Goldfine! What I found so compelling about EFI's story here was that they managed to coordinate this across so many teams so seamlessly. It really spoke to how thoughtful the Marketing Operations team was about how they engaged and the extensive planning they did beforehand to make this a success! A smaller company's migration to Marketo will certainly require less formal orchestration like this, but I wonder whether a scaled down version of this steering committee might still be beneficial to maintain regular communication and alignment? Did you find that to be an issue at all at your last role?
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Onboarding Challenges: Time, Resources, and Scope When you have 6 months to get Marketo up and running before your previous solution’s contract expires, your onboarding team has to move quickly but thoughtfully. This can be a real challenge when you’re a global, enterprise company and your team has to coordinate needs and constraints across a number of business units and ensure Marketo is properly set up by the fast approaching go-live date, all while continuing to keep the lights on with all your other projects. These were the challenges Naomi Liu, the Director of Marketing Operations at Electronics for Imaging, Inc., faced as she brought Marketo on for her company. Her small but mighty team of four were tasked with standing up their new instance within 6 months, while accommodating their global business units’ requirements and learning Marketo as they worked. While onboarding Marketo itself is a significant project, Naomi’s team had a few additional directives: Align objectives and goals for Marketo globally across several business units Provide customization for each team, while also ensuring the implementation is completed in a timely manner Allow each business unit ownership over the project while still maintaining an efficient, centralized process Steering Committee: Balancing Control and Customization Her solution – create a steering committee with her team at the helm. Naomi established a weekly touch base meeting with her team’s Marketing Business Partners which included a representative from each business unit and regional corporate marketing lead. At each weekly meeting, she would share a 3-part deck: A review of progress since the previous week’s meeting Feedback items needed for the next week’s meeting “Show and Tell” to showcase new features of Marketo that were new to the business. Some examples included: Marketo <> Webex integration, flexible landing pages, and a revamped lead management process These leaders would then leave each meeting with “homework” to take back to their teams and fill out before the next meeting. These assignments varied based on the implementation’s focus for that week, including worksheets on which roles or titles to include in a global form picklist or lists asking which modules each team would like to see included in the Marketo email templates. This format helped individual teams own key decisions that affected their business units while ensuring the project could move forward with regular deadlines and a centralized decision-making team. Marketo Launch and Beyond At the 4 week countdown to go-live, Naomi and her team began working backwards through their processes and integrations to disable the old platform and turn Marketo on. Partnering closely with IT on their Salesforce and middleware integrations, with Sales Ops on their lead management flow and sales enablement, and with great support from their implementation partner DemandGen, the Marketing Ops team successfully transitioned over to Marketo as scheduled! In order to test and monitor for any potential gaps, Naomi had a “soft” go-live date for Marketo a week before they had to officially turn off their old platform. By the time the process was complete, the team had: Rebuilt 218 unique audience segmentations Audited 5,500 campaigns, consolidated and migrated 115 campaigns without impact to the business Audited 3,500 forms, consolidated and migrated 360 forms without loss of data! What’s next for the EFI Marketing Ops team? After their successful migration, they’re moving forward on training their teams in Marketo and developing training materials for their marketing business partners to showcase the “art of the possible”, featuring 20 new capabilities available to the team now that they have Marketo. Onboarding Tips Here are a few of Naomi’s tips to maintain a clear, forward-moving process: Determine beforehand which topics are worth bringing forward to the steering committee and which should be decided by the centralized Marketing Ops team. Keeping the topics straightforward and prioritizing which decisions go out to the larger teams will help you keep this process moving Don’t try to do everything at once because you won’t end up doing anything well. Prioritize your task list and focus on a few items at a time. Don’t implement something halfway that you think you’ll go back to later because it’s unlikely that you’ll have time to get back to it. It’s important to get it as close to final as you can right from the start. Without clear boundaries, decisions that need to be made during the implementation process can be quickly de-railed. Open ended, “decision-by-committee” questions can slow down forward-moving progress. To streamline your decision-making, come prepared with a suggestion that brings the team 80% of the way there and have them fill in the blanks. Your Turn How have you aligned internally around your Marketo instance and what advice do you have for other new Marketo customers beginning their Marketo onboarding? Leave your tips and comments below!
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Is it possible to have a Marketo smart campaign (that could add a lead to a program) trigger off of the contact owner clicking into the alert email (not an actual lead clicking into a regular email)? I've just tested it and it doesn't seem to work but I'd be interested to hear if anyone else has had managed to pull that off.
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I wanted to share another awesome channels resource from Summit 2019: Abby Ryan's talk, "Time to Change the Channel and Increase Your Business Impact". Some really great insights into which channels to consider, how to set them up, and how to use them in reporting! Adobe Summit 2019—The Digital Experience Conference | March 24–28, 2019
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That's a wonderful idea, Beth Massura! Having that charter align across shared objectives will help spread accountability, so it's not just on your Marketo team to enforce the rules you set up. Has your organization started that process already? I'd love to hear any advice from you on bringing those learnings out to your teams and/or keep those processes updated as your organization's objectives shift.
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A majority of customers find their consultants to be their most valuable resource during their Marketo onboarding. However, we also know your time with them is limited. Check out the following advice - most of it sourced from Marketo consultants themselves - on how to optimize your onboarding experience right from the get go. What are some of the pitfalls I should look out for during onboarding? Users that don’t look at Marketo learning resources or take Marketo-recommended trainings before working with their consultant will often end up spending valuable consulting hours trying to understand basic Marketo concepts. Take some time to check out the Marketo University free trainings , Marketo University Online , or purchase the Marketo Core Concepts course . Start thinking long-term about content you’ll be using for your Marketo programs. Which type of email and landing page assets will you need? Are you producing creative assets from scratch or repurposing content from previous marketing campaigns? Creating those Marketo program may seem far away now, but waiting on creative assets can often be an unforeseen bottleneck. Build out your Marketo documentation as you set your instance up instead of trying to document it all after your implementation. This makes the task of recording your Marketo admin choices much easier and helps you make informed decisions throughout your implementation. Because Marketo often pulls in data from a CRM (and sometimes pushes out to it, too), data quality can have a huge impact on your Marketo implementation. If you have the time and resources available, clean up your data before integrating with Marketo. Many companies don't have clearly defined, consistent processes to manage lead handoffs between marketing, telemarketing and sales. If they do, they often only have them for prospects, and not for existing customers that research additional products. Take the time to connect with other teams and map these strategies out while you’re building in Marketo to ensure you will get the most out of your use of the platform. Be sure to involve your leadership in the implementation right from the start. Leaders that are hands-off won’t always understand the capabilities of Marketo, whereas leaders who are involved and invested in Marketo can help set you up for long-term success. How do I make the most of my consulting hours? Be sure to complete the recommended Marketo trainings before getting started with your consultant. That way, you can spend your time working through your implementation and not on Marketo basics. Submit support tickets on your own - it’s good practice, plus you won’t be using your consulting hours for this. Make sure you’ve contacted the teams that need to get involved early. You don’t want to get on a call with your consultant and be waiting on a deliverable from IT or Sales Ops because they didn’t know they had a role in onboarding Marketo. Set some time aside to do a bit of learning on your own each week. Check out the Marketo Product Docs and Marketo University videos . Where should I go if I need help during my onboarding? Ask your consultant for instance-specific questions. Note: Asking your consultant for help outside of your regular meetings will generally eat into your consulting hours Submit a Support ticket on the Marketing Nation Community. Note: You’ll need to have your authorized contacts configured in order to communicate with Support. Check out the: Marketo Product Docs - how-to guides on Marketo features Marketing Nation Community - open forum with blog posts, product discussions, Q&A with fellow users, and the Support portal Support Office Hours - available to customers with the appropriate Marketo Launch Pack; regularly scheduled time to bring your questions to Marketo consultants Note: These are only available to customers who have purchased a Marketo Launch Pack. You must register before each session in order to attend these office hours. Partner Blogs - our extensive partner ecosystem is a huge asset for Marketo users. Search through Marketo Partners’ sites and blogs for additional tips Peer Content - sometimes typing out your question in Google will bring up some awesome content from other Marketo users! A huge thank you to the Marketo Professional Services Consulting team for sharing their knowledge and advice with customers!
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Absolutely, Amy! I love how specific this advice is and re CRMs it really makes a huge difference if you're thoughtful about which fields you're integrating into Marketo and plan it out beforehand. For anyone working on that process, the lovely Juli James has made this helpful template to map your CRM fields to Marketo.
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While there's no perfect recipe for success for your Marketo implementation, most Marketo users can agree on two things that'll make the process a whole lot smoother: 1. Plan ahead of time: It's always a good idea to keep a plan or timeline around your implementation so you can make sure you're hitting your goals and pulling together the resources you'll need well in advance. Remember that implementation is an ongoing process and building some flexibility into your plans will help you stay realistic about your plan. 2. Get your leadership involved: Leadership buy-in and support is a huge differentiator for long-term Marketo success. Keeping your internal stakeholders aware of your goals and up to date on your onboarding process will make sure they feel invested in the process and in Marketo. Whether you're scheduling regular meetings with them or sending out an update email each week, maintaining regular contact will make sure they're on the same page as you and will help them manage their expectations around your organization's Marketo onboarding. Check out the attached resources to help you get started: 1. Onboarding Milestones Template: Use this template to outline some specific milestones during your onboarding and identify the teams and resources you'll need to engage before you go live. 2. Internal Communications Guide and Template: Once you have your milestones laid out, use this guide to draft regular updates to your key stakeholders. Have a couple tips or implementation advice of your own? Help your peers out and share them in the comments below!
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This is really useful, Amy Connor! I know even my team struggles with keeping track of changes in our Marketo instance and I think having a log like this is incredibly valuable. Thanks so much for sharing!
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Sanford Whiteman our Marketing Ops team actually found the error! Turns out I had created the email in one program, which had the correct (naked) URL, but the test smart campaign was based out of a different program, which still had the additional " https:// " in the token. I took that out and it works now!
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Sanford Whiteman I'm actually having the same issue as this one, but I'm the only one who's touched the tokens with the URL and they're naked (without the https:// ). I can't figure out why this is working appropriately in a sample email to myself but not in a test email sent to myself through a smart campaign. Any thoughts?
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“Imagine you win the lottery today and quit your job tomorrow. Would someone be able to step right in and take over your Marketo instance?” This is the mindset Tori Forte, Marketo consultant extraordinaire, recommends as you’re thinking about documenting your Marketo instance. In fact, good documentation can be nearly as important as the actual implementation itself. Keeping track of changes and decisions you’ve made during your instance setup can help you:
More easily train additional users in a scalable way
Build more efficiently in Marketo long-term
Maintain the health and hygiene of your instance moving forward
Make the transition process much smoother for a new Marketo admin if your team experiences any turnover
There are a couple different types of documentation you can produce. A governance guide outlines your instance setup in detail with topics such as program/folder structures, communication limits, and more. This would be a living document that users would turn to in order to identify your specific best practices and governing standards for your Marketo instance, and would mainly be for your Marketo admin or main user. In addition to a governance guide, your team may need supplemental enablement documents or training materials to help them get up to speed with Marketo. These could include exercises to practice working with the platform, quizzes to pass before being granted access, or a list of what your users are allowed to do in Marketo. These would be aimed at all Marketo users in your organization. Whether you’re putting together a full blown governance guide or are simply documenting the key aspects of your setup to start, writing down the decisions you make during onboarding will help you and your team be successful with Marketo. Getting Started on Your Documentation
Having trouble getting started on your guide? Tori suggests first focusing on the most important aspect of your Marketo documentation: your Admin Setup. “Make sure you’re writing down all of your behind-the-scenes decisions so if anyone needs to take over your Marketo instance, they’ll be able to understand how and why your instance was set up the way it is.” It’s crucial, Tori points out, that you “ don’t just document what was built, but why it was built that way .” This helps a future admin (or even future you) avoid repeating decisions that didn’t work out or wasting time going down dead ends.
Another recommendation from Tori to establish the success of your documentation is to “ensure every rule you make has an owner to enforce it down the line. Lack of enforcement makes writing those rules moot .” Check in with your team and put a process in place to make sure this documentation will continue to adapt and stay relevant, as well as stay top of mind for your users. Tips and Tricks
Whether you’re documenting a new/existing instance or creating training resources for your organization’s Marketo users, consider these tips from one of our resident Marketo experts, Kylie Peters :
“ Over-document, over-communicate, over-test! If it feels like you’re doing enough, you might not be doing enough.” You never know what might be useful to you or your team in the future, so be sure to add in details and keep other teams in the loop!
“ Be ‘new-hire-minded’. Write the documentation for someone who’s never used this technology before.” Once you become familiar with Marketo it can be easy to take a lot of background knowledge for granted. Make sure you’re creating your enablement and governance documentation with the most basic user in mind. Consider including some definitions and best practices directly into your training documentation if they’ll help new users get up to speed.
“ People have different ways of processing and understanding information so it helps to use a combination of written points, pictures, videos, and hands-on exercises in your trainings.” Instead of just writing a block of text to send out to your team, include some interactive content or a couple different formats within your enablement documentation and training.
“ Run the documentation by someone who’s never seen Marketo before and ask them if they have any questions.” Not sure if your governance and enablement documentation is clear? Ask someone who’s never used Marketo to take a look and see if they can follow your trainings. This will give you a good fresh perspective on what you’ve put together and how you can improve it.
“It’s important to remember that training documents are very different based on your needs and your instance .” Unlike governance guides, which should be as comprehensive as possible, enablement documents should be produced based on your organization’s need. Keep in mind that what might be important to document in detail for one instance or one user could be less relevant for others. You should know your instance and users best, so create your training documentation accordingly.
Marketo Documentation Sample Topics
Use these topics to guide your initial Marketo governance documentation plan. It may help to take it slow and start with a few topics that are important to your particular instance, then expand from there.
What is Marketo and what are its purposes for our organization
Purpose of this Documentation
Process to Maintain/Make Changes to Governance Guide
Administrative Set Up
Workspaces and Partitions
User Roles and Responsibilities
Smart Campaign/Email/Program Settings
Building In Marketo Instance
Center of Excellence (COE)
How does the sync work
GDPR & Compliance
Check out an example of Channel Documentation here .
Start documenting your instance today! Be sure to involve your whole team - whether that’s just you or a team of 10 - and revisit these docs every month to keep it up to date as your use of your Marketo instance grows.
To regularly receive content to help you through your Marketo onboarding and implementation, sign up for the Marketo Jumpstart series.
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Are you getting ready to integrate your CRM with Marketo? To make the process smoother, be sure to map out your fields and their relationships before you connect the two systems. Check out this worksheet put together by the one and only Juli James to get started! To regularly receive content to help you through your Marketo onboarding and implementation, sign up for the Marketo Jumpstart series .
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Thanks, Lynn Ray Pardo! I learned a whole lot while putting it together. Glad to hear it's helping your team members! Don't hesitate to let us know if you come across more terms you'd like to see on there!
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Smart list? Engagement programs? Clones? As a new Marketo user it can feel like working in Marketo is not just about learning how to use a platform, but learning how to speak a different language. If you're trying to understand all the terms and concepts you're running into, check out this Glossary of Marketo Terms! Let us know what your favorite Marketo phrase is by posting in the comments below. Update: The Marketo Product Docs now have a Marketo Glossary page! Check it out here: Marketo Glossary - Marketo Docs - Product Documentation ! If you see something that's missing or needs updating, let us know at email@example.com . Happy learning! To regularly receive content to help you through your Marketo onboarding and implementation, sign up for the Marketo Jumpstart series.
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Onboarding Marketo can be a critical period for organizations to set themselves up for success and there are a lot of decisions to make about your Marketo instance. Sometimes it can be hard to know the best way to go about it. We asked our customer advocates on Purple Select and some new Marketo users through customer interviews for their advice to those who are starting out their implementation. Take a look at some of these awesome suggestions on how to make the onboarding process smoother! Make learning a priority! Set aside time each week to read the docs, log into the Community at least once a day, and check out the Marketo University videos. Your technical set up and planning can take longer than you think. Be sure to connect with your other teams (IT, Sales, etc.) as soon as you start your onboarding so you can get the support you need at the right time. Do your Core Concepts virtual training before meeting with your consultant so you can ask them more informed questions and make the most of your consulting hours. Make sure you plan out your CRM integration beforehand. It’s difficult to fix the sync once your systems have been connected, so make sure you get it right the first time! Often there is pressure from management to implement fast in order to begin generating ROI. However, to be successful with Marketo, you need to map a strategy out first and let that drive your implementation. There are many ways to accomplish something in Marketo. Understanding that early can help you realize there’s no “right” or “wrong” way to use the platform, but you can configure your instance so it works best for your business. Start simple in Marketo and then build up to more complex programs. Starting with the basics can help you avoid feeling overwhelmed and paralyzed. If you’re stuck, take a look at the Community. Chances are, someone’s faced the same challenges before. Don’t underestimate the importance of standardized naming conventions and organization in your instance! Be sure to have documentation of your internal best practices to maintain a clean and consistent instance. Training the rest of the organization and having the business invest in Marketo is just as important as the actual implementation. A huge thank you to all our advocates who participated in this Purple Select challenge and spoke with our team about their experiences! ------- If you have more tips and tricks that you would like to share with us, this challenge is still available in Purple Select , so feel free to head over there and submit your advice. If you don't have a Purple Select account set up, you'll be excited to hear we just made it even easier to sign up! Our sign in page now has a " sign up " button near the bottom on the page that allows you to submit all of the necessary information. After a member of the Customer Marketing team confirms your nomination, you'll gain access to Purple Select! If you have any additional questions, please reach out to Will Harmon at firstname.lastname@example.org and he will happily assist you!
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I’ve often heard people say Marketo is like a Ferrari, Cadillac, [insert powerful sports car here] - there’s a lot you can do with it, but you have to know what you’re doing. For new Marketo users, this might seem intimidating, but the good news is there are a lot of resources to help you do that! At the same time, because there are so many places to learn about Marketo, it can feel overwhelming and difficult to know where to start. In this post, I provide a quick overview of educational resources you can use to learn about Marketo, how to navigate those spaces, and what kind of information you can expect to find in each place. This is meant to serve as a quick guide for new users who don’t know where to look for answers to their questions, not as a comprehensive list of the resources that are available for Marketo users. Some of these may work better for some users/problems than others. If you still can’t find the answer to your question after checking these spaces, sometimes even a quick Google search can help surface useful content. Remember that there’s always more to learn about Marketo, so don’t be afraid to dive in. Finally, if working in Marketo Customer Marketing has taught me nothing else, it’s that Marketo truly has the best, most passionate customers! Get out there and talk to your marketing peers and you might be surprised by how many new ideas, answers, and methods you’ll find. Many of them have been using Marketo for a long time and have a great deal of insight to share. And if you find something you think is neat, pay it forward and share your knowledge by posting in the Marketing Nation Community. Happy learning! The resources I cover here are: Marketing Nation Community Marketo User Groups Marketo Product Docs Marketo University Marketo Blog Marketo Resources Marketo LaunchPoint Partners Marketing Nation Community How do I access this information? You can find the Community home page here . Alternatively, once you’re logged into your Marketo instance , you can click on the Community tab in the upper right hand corner or the Community tile on the home page. You don’t need a Marketo login to search and view non-private spaces on the Community but in order to engage with posts or post content yourself, you’ll need to log in with your Marketo username and password. What type of information can I find here? The Marketing Nation Community is a place where tens of thousands of marketers around the world come together to share inspiration, knowledge, ideas, and best practices with peers and experts. You’ll find videos, blog posts, Marketo User Groups, and much more in this interactive, wide-reaching forum. The Community is also home to the Support portal (found under the Support tab ). Here, you can submit a support case, access Knowledge Base articles, and chat with a Support representative. Who contributes/creates content here? Anyone with a Marketo login— including Marketo customers, partners, and employees— can contribute content to the Marketing Nation Community. Be sure to take a look at the Community Guidelines before logging on and posting. How do I navigate the space? Once you log into the Community you’ll see the following: Your News Feed on the main screen: here are the top and trending pieces of content from the Community. By clicking just above the feed, you can toggle between News (newer content) and All Activity on the forum. The Notifications icon (a bell) in the upper right hand corner: this will light up if you are mentioned in a post, someone answers a comment of yours, an event you’re attending is updated, among others. Your Profile icon in the upper right hand corner: Clicking on this will allow you to navigate to your profile, settings, and preferences. It is best practice to add a picture of yourself in your profile. The Actions icon (a pencil) in the upper right hand corner: Click on this to create any type of content or group, or to see your Support cases. The search feature in the upper right hand corner: Search through discussions, questions, posts, and groups throughout the Community by typing in keywords. Five elements on the Navigation Bar at the top of the screen: Discussions : Find and post your discussions here. Use the categories on the left-hand side to search by topic or use the filters to look for anything specific. Have a neat idea to suggest? Toggle over to the Ideas side of the Discussions tab and share it with the Marketing Nation! Support : Read through the support blog, submit a case, take a look at Knowledge Base articles, and much more at the Support portal. Access Support content by clicking on the Content sub-tab at the top of the space. Blogs : Check out the blog written by Marketo employees, the blog written by Marketo’s Champion expert users, and those of other peers in the Marketing Nation. Note: this is not to be confused with the Marketo Blog, covered later in this post. User Groups : Search for and “Follow” your particular User Group. Marketo University : Find training videos, dive deeper into Learnings Paths, discover Marketo Certified Expert exam study tools, and more on the Marketo University tab. Not sure where to start? Take a look at this peer video for Tips & Tricks to Get More From the Marketo Community Online . Note: You can subscribe to email updates on the latest in Community by going to your Preferences . Marketo User Groups (MUGs) How do I access this information? Find your local or virtual Marketo User Group (MUG) on the Marketing Nation Community under the User Groups tab . Sign up for emails about specific MUGs on the MUG Sign Up page . Attend a MUG and make those peer connections! There are in-person User Groups available globally and some virtual MUGs as well for those who do not have a regional MUG in their area. What type of information can I find here? MUG meetings can tackle a broad range of content, depending on the users that attend them and the MUG Leader(s) that organize them. MUG events have covered topics like ABM, data hygiene, GDPR, common Marketo pitfalls, MarTech Stacks, reporting in Marketo, and more. If you want to hear about a particular topic, let your MUG leader(s) know! These are also great places to network with other Marketo users. Connecting with peers can help you find creative solutions to your roadblocks or even your next big campaign idea. Who contributes/creates content here? While the Marketo User Group program is funded and coordinated by Marketo, MUG events are led by Marketo users for Marketo users . However, MUG leaders may arrange for speakers who are Marketo employees, customers, and/or partners. MUG meetings and Community groups are a space for users to ask questions and have conversations with local Marketo users who are part of their group. Every MUG is different and if there’s a topic or speaker you would like to hear from your MUG, let your MUG leader(s) know! Note: MUGs are spaces for knowledge sharing and networking. Selling or pitching of any kind is not allowed. How do I navigate the space? You can interact with the MUG spaces on the Community in a number of ways: In order to join a MUG, find your specific group on the Community and “Follow” it. Check out upcoming events and the User Group leaders on the right hand side. You can find the latest questions and discussions on the main activity feed of the group. See posted content by clicking the Content tab towards the top of the group page. Post your own content by selecting the appropriate format above the activity feed. Before attending a MUG, be sure to take a look at the Marketo User Group Code of Conduct . These are a global resource for users around the world and meant to be spaces for users to grow their knowledge and get to know each other. Check out a MUG today! Marketo Product Docs How do I access this information? Access the Marketo Product Docs on the Product Documentation site . Product documentation for Marketo Sky, the new UI, can be found at the Marketo Help Center . All Marketo Product Docs are public. What type of information can I find here? The Marketo Product Docs provide great “How to” walk throughs and checklists for Marketo tasks. Through the Home Page, users can also find Product Update News and Product Release Notes. Who contributes/creates content here? All Marketo Product Docs are produced by the Marketo Product and Documentation Team. Users can provide feedback on articles through the “Article Feedback” button at the bottom of each page. How do I navigate the space? The Marketo Product Docs site has a search function. Users can also peruse related topics using the tree on the left hand side. Don’t know where to start? Click on “Getting Started” on the left side of the home page to see some beginner topics. Marketo University How do I access this information? Check out the Marketo University site . You can also find Marketo University resources by clicking on the Marketo University tab in Marketing Nation Community. What type of information can I find here? Marketo University offers a full range of training and resources, providing you with various training options. Choose the format that works best for you and your team from methods such as self-paced on-demand free training videos , guided learning paths, instructor-led training courses, subscriptions, study tools for Marketo Certification and more. Who contributes/creates content here? Marketo University content is created by the Marketo Education team. How do I navigate the space? On the Marketo University site, you can see pre-set learning paths that accommodate users with varying Marketo skills sets. Click on the Free Training section to access videos that provide foundational training for a number of Marketo features. Click on the course catalog tile to browse the instructor-led trainings available, from configuring Marketo to using Marketo analytics. Take a look at the Certification section to find out more about the available Marketo certifications, like the MCA, MCE, and MCSA. In the Marketing Nation Community, access University content through the Marketo University tab at the top of the Community. Becoming a Marketo Certified Expert is a great way to differentiate yourself from others in your field and advance your career. Want to get Marketo certified? Take a look at t hese certification resources . Marketo Resources Page How do I access this information? On the main Marketo site , click on the Resources tab at the top of the page. What type of information can I find here? The Marketo Resources page houses definitive guides, industry reports, on-demand webinars and much more! Who contributes/creates content here? All content on the Resources page is produced by various teams at Marketo. Depending on the content type, the resource may include information from a Marketo partner or customer, or an industry professional. How do I navigate the space? Content can be filtered based on topic and type. By hovering over the Resources link in the top navigation bar, users can access live demos, the Community, the Marketo blog, upcoming events and webinars, and more. Marketo Blog & CMO Nation How do I access this information? You can find our blog content on the Marketo Blog site . You can also find a link to the blog in the upper right hand corner of the Marketo login page . CMO Nation, our blog geared towards executive content, is linked at the top of the Marketo blog and can be found at the CMO Nation site . What type of information can I find here? The Marketo Blog is focused on thought leadership and business strategy. This site does not include any product- or sales-focused content. CMO Nation has higher-level content written by and for executives. Find content on digital marketing trends, engagement strategies, customer marketing, and much more. Who contributes/creates content here? Anyone can contribute to the Marketo blog! If you’re interested in submitting a finalized piece of content for consideration, please email Katrina Niemisto at email@example.com . CMO Nation is not accepting content at this time. How do I navigate the space? Besides the new and featured articles on the Marketo Blog home page, here are a few things to note: You can toggle between the Marketo Blog and CMO Nation using the navigation bar at the top of the site. In the upper right hand corner, you can find the keyword search function and the Blog Menu (a list of topics covered by the site’s articles). On the left hand side of the Marketo Blog, you can also sign up for a blog subscription for free. Marketo LaunchPoint Partners How do I access this information? Learn more about Marketo LaunchPoint by visiting the LaunchPoint home page . Users can also find a link to the LaunchPoint site on the Marketo login page in the upper right hand corner. What type of information can I find here? The Marketo LaunchPoint Program showcases partner software and services that complement Marketo. The LaunchPoint site helps users find and learn about application and service partners that fit their needs. Partners who wish to apply for the program can find more information about that process on this site as well. Who contributes/creates content here? This content is produced by the Marketo Partner Team and Marketo partners. How do I navigate the space? On the Marketo LaunchPoint home page (new format as of 2019) you can: Use the navigation bar at the top of the page to search categories, use a stack builder tool to find the right partners for your needs, and learn more about the LaunchPoint ecosystem. Type keywords into the search bar to find particular partners. Segment available partners by applications/services, topic categories, region, featured partners, and more. Click on each partner for more information about their technology and services, and submit a form if you would like them to contact you. Find any other resources that you think people should check out? Have a favorite resource or tip for learning Marketo? Post in the comments below! To regularly receive content to help you through your Marketo onboarding and implementation, sign up for the Marketo Jumpstart series.
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