NA VMUG Housekeeping and Presenter Slides - Jan 2023.pdf

1. Adobe Marketo Engage User Groups Housekeeping Slides | January 2023

2. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Marketo User Group Leaders Sydney Mulligan Natalie Kremer Etumos Sr. Marketing Operations Manager EMMIE Collective Co-Founder Jackie Potts BombBomb Marketing Operations Manager

3. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Adobe Marketo Engage User Group House Rules In order to ensure our MUGs stay user-focused and a safe space for members of the Marketing Nation to learn, network, and problem solve, we ask that all MUG attendees follow these rules: • No self-promotion or pitching of any kind is permitted at MUG events • Don’t contact people outside of the User Group without their consent • If MUG members share their use case at the User Group, please don’t share that information without their consent

4. © 2021 Adobe. All Rights Reserved. Adobe Confidential. This MUG Meeting is being Recorded. ▪ To ensure that we are abiding by the MUG Code of Conduct, we are informing all user group attendees at the North America MUG meeting on January 25 at 11 am ET time that this meeting will be recorded and posted on the MUG YouTube Channel to promote training, education, and future learning. ▪ If you do not wish to participate in a LIVE recorded session, please feel free to watch the recording at a later time, which will be linked after the meeting concludes, and send us any questions you may have to jackie.potts@bombbomb.com, nkremer@etumos.com, or sydney@emmieco.com.

5. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Stay connected with our chapter! Sign up for Bevy – the new tool for Adobe Marketo Engage User Groups! ▪ Step 1: Navigate to https://mugs.marketo.com/north- america-virtual-mug/ ▪ Step 2: Create an account using the email associated with your Adobe Marketo Engage Account Once you’ve joined the chapter you’ll receive notifications and reminders about new events that the chapter has posted!

6. Adobe Summit

9. Upcoming Opportunities for Chapter Members

10. © 2021 Adobe. All Rights Reserved. Adobe Confidential. January Meetings Calendar (English) DATE MUG CHAPTER FORMAT TOPIC 01-12 Manufacturing VMUG Virtual Meeting Marketing Operations in Uncertain Times 01-12 Champion Office Hours MUG Virtual Meeting January Marketo Champion Office Hours 01-18 Chicago MUG Virtual Meeting Data Governance: Setting and Maintaining an "Always On" Infrastructure 01-19 Raleigh-Durham MUG Virtual Meeting RDU Virtual MUG: January Meeting 01-20 London MUG User Group Meeting London MUG Coffee Catch-up 2023! 01-25 New York MUG User Group Meeting NYMUG Marketo Q&A with Sanford Whiteman and Inga Romanoff 01-25 North America Virtual MUG Virtual Meeting Marketo Tips that will Save You Even More Time in 2023 01-26 Seattle MUG Virtual Meeting Executable Campaign Use Cases with Beth Massura

11. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Join the “Better Together Chapter – Experience Cloud” To make it easier to find & attend multi-solution events, we are launching the “Better Together User Groups Chapter – Experience Cloud” across our User Group programs This chapter highlights events that leverage two or more Experience Cloud products. If you want to learn how to get the most out of your Adobe investment, join our chapter on Bevy! Scan to join the Better Together chapter!

12. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Share your Adobe Marketo Engage Experience on G2! G2 Customer Reviews: Online ratings and reviews platform for buyers and sellers of software and services. ▪ Help your peers to make informed buying decisions ▪ Public outlet to be heard by your peers and Adobe What to Expect: ▪ Time to complete: ~10 minutes ▪ Deadline: January 31st, 2023 ▪ You choose whether to remain anonymous ▪ Receive a $25 gift card when your review is published. 12 Take the review here or scan the QR code above

13. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Need to update your Marketo Engage certification? Adobe now has 3 certifications for Marketo Engage • Adobe Certified Professional - Adobe Marketo Engage: This new exam is ideal for marketers who have about 3 - 6 months of Marketo Engage training and hands-on experience. (Update to the former Marketo Certified Associate) • Adobe Certified Expert - Adobe Marketo Engage Business Practitioner: This exam is ideal for marketers and marketing consultants who have at least 18 months of Marketo Engage hands-on or field experience. (Update to the former Marketo Certified Expert) • Adobe Certified Master - Adobe Marketo Engage Architect: This certification defines a new standard and process at the highest level. This certification is ideal for current Adobe Certified Experts who have at least 5 years of experience designing marketing automation using Marketo Engage Visit https://express.adobe.com/page/8OCuJK38uQWuT/ for more information & exam guides!

14. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Today’s Speakers Veronica Lazarovici Jenn (DiMaria) Keeler Raven McFarlane Loren Posendek Sr. Marketing Operations Manager, f5 Explore common pitfalls of tracking the lifecycle journey in Marketo Marketing Operations Lead, Alma Marketo program templates - where to find them and how to use them Sr. Campaign Operations Consultant, Etumos Navigate your static and smart lists more efficiently with list views Principal Marketing Platform Operations Manager, Expel How to make Interesting Moments truly Interesting...at scale Amit Jain Co-founder and CEO, EventIron India Pvt Ltd Streamlining Marketo and Salesforce Integration: 5 Tips

15. 4 Common Lifecycle Pitfalls Jenn DiMaria Keeler| January 2023

16. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Common Lifecycle Pitfalls ▪ Too. Many. Stages. ▪ Combining metrics that don’t make sense ▪ Relying too heavily on MQL metrics ▪ Not understanding the data 17

17. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Too. Many. Stages. ▪ Gets into the weeds, which makes it difficult to see trends ▪ Prevents you from stepping back to truly see the lifecycle journey 18

18. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Combining Metrics ▪ Commonly seen when lifecycle stages are placed in program statuses ▪ If it’s not an operational lifecycle program, there shouldn’t be any lifecycle stages ▪ Ignores the fact multiple initiatives generate MQLs ▪ Can be tracked in a separate field to slice and dice data instead of limiting you to just that initiative ▪ Ex: Meetings set, lifecycle stage, last touch before MQL, etc ▪ Program statuses should only track the success of that actual program (ex: did people register for this webinar? 19

19. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Relying on MQLs ▪ MQLs can be easily manipulated; track something more concrete ▪ Ex: We aren’t getting enough MQLs, so just lower the threshold, increase scores for unimportant activities, etc ▪ Try measuring: Meetings set, opportunities created, stage conversion, etc 20 Vanity metrics are data that seem impressive on the surface but do not necessarily provide insights into the impact of your marketing efforts. The vanity aspect of the metrics comes from their improper use. There’s no ideal metric; each one can be misused or manipulated into showing the desired result. Source: https://improvado.io/blog/what-is-a-vanity-metric

20. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Not Understanding the Data ▪ This is generally not anyone’s fault ▪ Educate about basic statistics and significance (loads of free resources available) ▪ Learn which insights have impact ▪ Ex: What can we action on? Is this data reliable? Are there any caveats? 21

21. Do what you gotta do

22. Save more time in Marketo with list views Raven McFarlane, Sr Campaign Ops Consultant

23. Agenda Saving time in Marketo with List Views What is a list view Where can they be used How to create list views using practical examples Key takeaways & voting for expanded functionality

24. What is a list view? Saving time in Marketo with List Views A preconfigured display of columns (fields) for records who are a members of specific Marketo assets.

25. Which assets can use a list view? Saving time in Marketo with List Views

26. How to Create Views Saving time in Marketo with List Views Navigate to asset & select “View: Default” Search for fields & add

27. How to create views…efficiently Saving time in Marketo with List Views Multi-select using Ctrl/Cmd Remove to reorder columns ...so be mindful when adding

28. Practical Examples Saving time in Marketo with List Views Email Performance Reporting Data Management Audits Audience Demographics

29. What do we want? Shareable List views! Will we get it? Who knows? Vote for the 2016 idea anyway!

30. Key Takeaways Saving time in Marketo with List Views ● Can be used on smart lists, static lists and program memberships ● Provides at-a-glance insights for further review ● Views are personal; can not be shared with other users ● Keep an eye out for the default option when editing existing views ● Vote for shareable list views!

31. How to make Interesting Moments Interesting…at scale. Tip & tricks for taking Interesting Moments to the next level

32. © 2021 Adobe. All Rights Reserved. Adobe Confidential. What are Interesting Moments? Marketo Interesting Moments are relevant Marketo-driven actions stamped on lead or contact records to enable revenue teams with targeted follow up. Interesting Moments are populated by Marketo and are in the Marketo Sales Insight* iFrame in Salesforce. *available to Marketo Sales Insight and Marketo Sales Connect customers only

33. © 2021 Adobe. All Rights Reserved. Adobe Confidential. How to create Interesting Moments Interesting Moments are used in a batch or trigger smart campaign flow as their own flow action step. Tip #1: The “type” field is editable. Use unique values to group Interesting Moments by type. Tip #2: Build your Interesting Moment smart campaign(s) with triggers to leverage trigger tokens.

34. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Trigger Tokens in Interesting Moments Trigger tokens are a great way to leverage the power of Marketo and scale your Interesting Moments. Tip #3: Explore other trigger tokens to include in Interesting Moments

35. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Trigger Tokens in Interesting Moments Examples TRIGGER TOKENS RESULT Fills out Form {{trigger.Trigger Name}}: {{trigger.Name}} | {{trigger.Web Page}} Fill out Form: Global: Content | mugs.marketo.com/event Visit Web Page {{trigger.Trigger Name}}: {{trigger.Name}} Visit Webpage: mugs.marketo.com/event Program Status is Changed {{trigger.Name}} EV-North America Virtual MUG Clicks Link in Email {{trigger.Trigger Name}}: {{trigger.Name}} Clicks Link in Email: EV-North America Virtual MUG.EM: Confirm The following are a few examples of how to use trigger tokens with Interesting Moments. Tip #4: Create a centralized Interesting Moments program to keep Interesting Moments in one place.

37. © 2021 Adobe. All Rights Reserved. Adobe Confidential. How Interesting Moments Appear in Salesforce Interesting Moments are available on the lead, contact and account layouts in Salesforce. The Marketo Sales Insight package installs the a series of custom fields that available in reporting. Tip #5: Group the Marketo Sales Insight iFrame and Interesting Moments fields together in Salesforce in their own section or on their own tab. Tip #6: Create Salesforce reports using the custom Interesting Moment fields to enable your revenue teams.

38. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Let’s recap! Tip #1: The “type” field is editable. Use unique values to group Interesting Moments by type. Tip #2: Build your Interesting Moment smart campaign(s) with triggers to leverage trigger tokens. Tip #3: Explore other trigger tokens to include in Interesting Moments Tip #4: Create a centralized Interesting Moments program to keep Interesting Moments in one place. Tip #5: Group the Marketo Sales Insight iFrame and Interesting Moments fields together in Salesforce in their own section or on their own tab. Tip #6: Create Salesforce reports using the custom Interesting Moment fields to enable your revenue teams.

39. Streamling Marketo and SFDC Integration Amit Jain| January 2023

40. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Streamlining Marketo and Salesforce Integration 5 Tips to help you streamline ▪ Limit the number of records ▪ Limit the number of fields ▪ Limit the number of Objects ▪ Limit the number of mass updates ▪ Enable Multi-batch queue

41. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Streamlining Marketo and Salesforce Integration: 5 Tips How Did it Help? ▪ Reduced the frequent sync back log of 12-20hrs and sometimes 2-3days long to almost none ▪ Reduced the frequent SFDC errors ▪ Real time MQL sync with SFDC ▪ Closing leads faster ▪ Team efficiency and moved the focus more on the strategic side

NA VMUG Housekeeping and Presenter Slides - Jan 2023.pdf

Du liest eine Vorschau.

Hier ansehen

NA VMUG Housekeeping and Presenter Slides - Jan 2023.pdf

Weitere Verwandte Inhalte

Ähnlich wie NA VMUG Housekeeping and Presenter Slides - Jan 2023.pdf (20)

Aktuellste (20)