Additional Resources

Systems in Control Part 1 – Keeping Marketo Healthy

Systems in Control Part 1 – Keeping Marketo Healthy

How long should marketers and salespeople wait for the technology that enables them?

For example, what if you were trying to send an email but it didn’t send right away? How long would you wait before you had to abort an email launch?  What if you were trying to push data to Salesforce from another system but it took more than one business day? Marketing and sales users obviously find these situations frustrating, and enough system delays can silently wreak havoc on your business.

As a senior business partner at Marvel Marketers, I’ve spent much of my time helping larger clients improve their systems, especially when it comes to delayed business processes.  I’ve seen synchronization delays lasting longer than a week between marketing automation systems (like Marketo) with CRMs (like Salesforce). I’ve also seen a Marketo instance with so many workflows firing at once that the initial backlog resulted in multiple delayed email launches and other key data changes that took more than 3 full business days to resolve.

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Posted by Phil Leichtle in Additional Resources, Best Practices, Marketing Automation
How I Found a Lead Engagement Solution That Doesn’t Exist in Marketo’s Product Docs

How I Found a Lead Engagement Solution That Doesn’t Exist in Marketo’s Product Docs

A client recently asked me to setup an entry smart campaign for an Engagement Program. It sounded simple enough, until she explained how time-sensitive she needed this lead flow to be.

Here’s how she wanted it to work:

Step 1) A new record is created in Marketo, which triggers the entry smart campaign.

Step 2) The Welcome email (Email #1) is delivered immediately after the record is created.

Step 3) The record is then added to the first stream of the engagement program to receive the first email cast (Email #2) the next day, and only the next day.

And that’s where the challenge came from.

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Posted by Geena Boyer in Additional Resources, Marketing Automation
4 Quick Tips on How to Jump into Marketo for Newbies

4 Quick Tips on How to Jump into Marketo for Newbies

You’ve already purchased Marketo, so you know what a great tool it is and how it can take your marketing to new heights. But where to start?

Here are a few tips on how to dip a toe (or 4) into this deep pool of complex software before you dive in.

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Posted by Marvel Marketers in Additional Resources, Brand Awareness, Education, Marketing Automation, 0 comments

Get the Nurture Results Your Team Actually Needs

It’s a brand new quarter, and chances are your Demand Gen team is hungry to launch an engagement program. As it turns out, they even have the proposed program outlined, including how they will determine success—5 unique clicks across different email assets.

You think about the possible ways to track this, and your first instinct is to set up a “clicks link” email trigger in Marketo. From there, you would just add the right link and the minimum number of time constraints possible. Done, right? 

Well, not quite.

The constraint parameter you’ve added in this instance doesn’t actually account for unique clicks. Crap. Lucky for you (and the rest of us Marketo users out there), there’s another way to do this by using a custom field. Let’s set one up for this hypothetical situation together.

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Posted by Marvel Marketers in Additional Resources, Best Practices, Education, Marketing Automation, Optimization, 0 comments

How to Prepare for Marketo’s New MCE

So word on the street is that this year’s Marketo Certified Expert exam is a doozy! Its questions are rumored to be more scenario-based, which means that test takers have to REALLY understand the platform to pass.

Here’s 4 things guaranteed to help you get prepped and (hopefully) ace the test the first time:

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Posted by Rebecca Chase in Additional Resources, Best Practices, Brand Awareness, Education, Marketing Automation, 0 comments