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H A Y L E Y F E R R A N T E
Tips and Tricks:5 Ways to Maximize YourMarketing Automation
Sr. Demand Generation Specialist
Marketo, an Adobe company
2Proprietary and Confidential | © Marketo, Inc.
Agenda
Nurture Programs Event Programs Smart Campaigns Optimization
Tactics
Reporting &
Analytics
3Proprietary and Confidential | © Marketo, Inc.
Nurture Programs
• Developing NurtureStreams
• Choose how to breakdown yourstreams
• Createemails with high performing content
• Createtransition rulesbetween streams
• NurtureTrafficControl
• Traffic Cop: Control which traffic goes where
• Add leads to correctstreams
• Removeleads as necessary
4Proprietary and Confidential | © Marketo, Inc.
Nurture Programs
- Reinvigorateunengagedsubscribers
- Multi-channelcampaignon emailanddigital
- CreditUnions,FinancialServices,Healthcare,HigherEd, Manufacturing
- Usingsimilarcontentbutpersonalizingthemessagingperindustry
- Emailsatahighfrequency
- Lowercadence ofemails
- C-Levelassetsonly
- MessagingrelevantfortheC-suite
- Ifsomeonedoesnotmeettheabovecriteria
- Offeringourtopcontentwithbroadlanguage
- Emailsatahighfrequency
Reactivation
Verticals
C-Level
Default
VerticalNurtureStrategy
5Proprietary and Confidential | © Marketo, Inc.
Nurture Programs
• Structureyourideal nurturestreams
• Build emails according to the structure
• Createconsistent reports, checkconstantly
• A/B test assets and emails to add to nurture
• Refresh content as leads exhaust streams
• Optimize content based on performance
The Living, BreathingNurture| A HybridApproach
Proprietary and Confidential | © Marketo, Inc.
01
Event Programs
7Proprietary and Confidential | © Marketo, Inc.
Event Programs
• TheBasics
• Trackingregistrants
• Triggering confirmation email
• Sending invitations
• Schedulingreminderemails
• Follow up emails
Webinar ProgramShell
Live Event ProgramShell
8Proprietary and Confidential | © Marketo, Inc.
Event Programs
Proprietary and Confidential | © Marketo, Inc.
01
Smart Campaigns
10Proprietary and Confidential | © Marketo, Inc.
Smart Campaigns
SmartList Flow Schedule
• Defines the who
• Trigger:fires a flow after an action
• Example: “Clicks Link”
• Filter: collects all people who qualify
• Example: “ClickedLink”
• Defines the what
• Wait step, send email, changedata
value, etc.
• Split choice steps
• Defines the when
• Triggercampaigns – activate
• Batch campaigns – schedule
11Proprietary and Confidential | © Marketo, Inc.
E X A M P L E : W E B S I T E A C C E L E R A T O R S
Smart Campaigns
IF THEN
12Proprietary and Confidential | © Marketo, Inc.
E X A M P L E : P E R S O N A L I Z E D G I F T I N G
Smart Campaigns
• Original UseCase
• Personalized gifting to fuel sales
• Marketingowned, sales driven
• Goal: Increasemeetings for sales
• MarketingUseCase
• Marketingair-coverto assist sales
• Multi-channelapproach to existing initiatives
• Goal: Increasemeetings for sales
Proprietary and Confidential | © Marketo, Inc.
01
Optimization Tactics
14Proprietary and Confidential | © Marketo, Inc.
L A N D I N G P A G E T E S T S
Optimization
vs.
15Proprietary and Confidential | © Marketo, Inc.
L A N D I N G P A G E T E S T S
Optimization
1. Set up your test
2. Seereal-time results
3. Evaluate the winner
16Proprietary and Confidential | © Marketo, Inc.
W E L C O M E E M A I L S E R I E S
Optimization
Group
1
(Control
)
Group
2
(Email
1)
Group 3
(Email
1+2)
1. Would sending a welcome email to prospects whenthey opt-in increase engagementover time?
2. Would collecting prospect interest and using it to structurea nurturebemore effective?
17Proprietary and Confidential | © Marketo, Inc.
W E L C O M E E M A I L S E R I E S
Optimization
TriggeredCampaign
&
Batch Campaign
Group 1
Group 2
Group 3
33%
33%
33%
Send Email 1
Send Email 1 Send Email 2
3 days
18Proprietary and Confidential | © Marketo, Inc.
W E L C O M E E M A I L S E R I E S
Optimization
The Data
What It All Means
• High open rate: People are interested
• High unsub. rate: We need to change our
messaging
• We’re offering the email subscription center, next
we’ll try offering top content instead
Proprietary and Confidential | © Marketo, Inc.
01
Reporting & Analytics
20Proprietary and Confidential | © Marketo, Inc.
P R O G R A M P E R F O R M A N C E R E P O R T S
Reporting & Analytics
Email Program
Event Program
21Proprietary and Confidential | © Marketo, Inc.
Key Takeaways
Nurture Programs Event Programs Smart Campaigns Optimization
Tactics
Reporting &
Analytics
Proprietary and Confidential | © Marketo, Inc.
Q&A
01
Hayley Ferrante
https://www.linkedin.com/in/hayleyferrante/

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Tips and Tricks: 5 Ways to Maximize Your Marketing Automation

  • 1. H A Y L E Y F E R R A N T E Tips and Tricks:5 Ways to Maximize YourMarketing Automation Sr. Demand Generation Specialist Marketo, an Adobe company
  • 2. 2Proprietary and Confidential | © Marketo, Inc. Agenda Nurture Programs Event Programs Smart Campaigns Optimization Tactics Reporting & Analytics
  • 3. 3Proprietary and Confidential | © Marketo, Inc. Nurture Programs • Developing NurtureStreams • Choose how to breakdown yourstreams • Createemails with high performing content • Createtransition rulesbetween streams • NurtureTrafficControl • Traffic Cop: Control which traffic goes where • Add leads to correctstreams • Removeleads as necessary
  • 4. 4Proprietary and Confidential | © Marketo, Inc. Nurture Programs - Reinvigorateunengagedsubscribers - Multi-channelcampaignon emailanddigital - CreditUnions,FinancialServices,Healthcare,HigherEd, Manufacturing - Usingsimilarcontentbutpersonalizingthemessagingperindustry - Emailsatahighfrequency - Lowercadence ofemails - C-Levelassetsonly - MessagingrelevantfortheC-suite - Ifsomeonedoesnotmeettheabovecriteria - Offeringourtopcontentwithbroadlanguage - Emailsatahighfrequency Reactivation Verticals C-Level Default VerticalNurtureStrategy
  • 5. 5Proprietary and Confidential | © Marketo, Inc. Nurture Programs • Structureyourideal nurturestreams • Build emails according to the structure • Createconsistent reports, checkconstantly • A/B test assets and emails to add to nurture • Refresh content as leads exhaust streams • Optimize content based on performance The Living, BreathingNurture| A HybridApproach
  • 6. Proprietary and Confidential | © Marketo, Inc. 01 Event Programs
  • 7. 7Proprietary and Confidential | © Marketo, Inc. Event Programs • TheBasics • Trackingregistrants • Triggering confirmation email • Sending invitations • Schedulingreminderemails • Follow up emails Webinar ProgramShell Live Event ProgramShell
  • 8. 8Proprietary and Confidential | © Marketo, Inc. Event Programs
  • 9. Proprietary and Confidential | © Marketo, Inc. 01 Smart Campaigns
  • 10. 10Proprietary and Confidential | © Marketo, Inc. Smart Campaigns SmartList Flow Schedule • Defines the who • Trigger:fires a flow after an action • Example: “Clicks Link” • Filter: collects all people who qualify • Example: “ClickedLink” • Defines the what • Wait step, send email, changedata value, etc. • Split choice steps • Defines the when • Triggercampaigns – activate • Batch campaigns – schedule
  • 11. 11Proprietary and Confidential | © Marketo, Inc. E X A M P L E : W E B S I T E A C C E L E R A T O R S Smart Campaigns IF THEN
  • 12. 12Proprietary and Confidential | © Marketo, Inc. E X A M P L E : P E R S O N A L I Z E D G I F T I N G Smart Campaigns • Original UseCase • Personalized gifting to fuel sales • Marketingowned, sales driven • Goal: Increasemeetings for sales • MarketingUseCase • Marketingair-coverto assist sales • Multi-channelapproach to existing initiatives • Goal: Increasemeetings for sales
  • 13. Proprietary and Confidential | © Marketo, Inc. 01 Optimization Tactics
  • 14. 14Proprietary and Confidential | © Marketo, Inc. L A N D I N G P A G E T E S T S Optimization vs.
  • 15. 15Proprietary and Confidential | © Marketo, Inc. L A N D I N G P A G E T E S T S Optimization 1. Set up your test 2. Seereal-time results 3. Evaluate the winner
  • 16. 16Proprietary and Confidential | © Marketo, Inc. W E L C O M E E M A I L S E R I E S Optimization Group 1 (Control ) Group 2 (Email 1) Group 3 (Email 1+2) 1. Would sending a welcome email to prospects whenthey opt-in increase engagementover time? 2. Would collecting prospect interest and using it to structurea nurturebemore effective?
  • 17. 17Proprietary and Confidential | © Marketo, Inc. W E L C O M E E M A I L S E R I E S Optimization TriggeredCampaign & Batch Campaign Group 1 Group 2 Group 3 33% 33% 33% Send Email 1 Send Email 1 Send Email 2 3 days
  • 18. 18Proprietary and Confidential | © Marketo, Inc. W E L C O M E E M A I L S E R I E S Optimization The Data What It All Means • High open rate: People are interested • High unsub. rate: We need to change our messaging • We’re offering the email subscription center, next we’ll try offering top content instead
  • 19. Proprietary and Confidential | © Marketo, Inc. 01 Reporting & Analytics
  • 20. 20Proprietary and Confidential | © Marketo, Inc. P R O G R A M P E R F O R M A N C E R E P O R T S Reporting & Analytics Email Program Event Program
  • 21. 21Proprietary and Confidential | © Marketo, Inc. Key Takeaways Nurture Programs Event Programs Smart Campaigns Optimization Tactics Reporting & Analytics
  • 22. Proprietary and Confidential | © Marketo, Inc. Q&A 01 Hayley Ferrante https://www.linkedin.com/in/hayleyferrante/

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  2. Focused Investments Track Record of Delivery Innovation
  3. Focused Investments Track Record of Delivery Innovation
  4. Focused Investments Track Record of Delivery Innovation
  5. Focused Investments Track Record of Delivery Innovation