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Last Updated Date: July 14th, 2023 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...
In this edition of Peer Perspective, Marketo Engage Champion (2019), 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.
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-includ...
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
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 o...
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!
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...
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...
Last Updated Date: July 14, 2023 Onboarding Challenges: Time, Resources, and Scope When you have 6 months to get a Marketo Engage instance 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...
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...