Marketo Measure Resources for New Users and Beginners
If you’re new to Marketo Measure and looking for a curated list of resources to help you get started, you’re in the right place 😀 Getting up to speed can feel overwhelming as there are plenty of help articles, documentation, and training materials available, but not all of them are essential when you’re just beginning. We recommend building a strong understanding of the fundamentals before diving further into the technical details.
So, this guide narrows the focus to the key concepts you should review first. These resources will help you understand how Marketo Measure works, how attribution is structured, how data flows through the platform, and how to interpret reporting with confidence.
Each link includes context on what it covers, why it matters, and what you’ll gain from it — so you can build clarity quickly and start using the platform with purpose!
Establish a conceptual, high-level understanding first: | |
| Start here for a stage-setting overview of attribution as a concept | |
| Then, learn the basic framework of Marketo Measure and how it collects data | |
| Video walking through core concepts | |
| Touchpoints roll up to Channel as the highest grouping so it’s important to understand this value | |
| Blog post recapping Touchpoints in general and how they are created | |
| Summary of available API ad integrations and how to connect | |
| Overview of the different spend management options available. Spend is a critical piece of the ROI equation so it’s important to have a spend management process | |
| Blog post highlighting benefits of reporting in Salesforce vs Discover | |
Then, understand how to control your channel configuration: | |
| Touchpoints are the core of attribution reporting. Learn how they can be created and how they are mapped to the channels of your choice | |
| How to map JavaScript-created (digital) touchpoints to channels: | |
| How channel mapping works for JavaScript touchpoints (the online channel rule sheet) | |
| Overview of UTMs and their importance for Marketo Measure online channel mapping | |
| Summary of best practices and tips & tricks | |
| Track offline channels with either CRM Campaigns OR Marketo Engage Programs/Activities: | |
| Tracking via CRM Campaigns: | |
| How channel mapping works for CRM Campaign (Offline Channels) | |
| How to create CRM Campaign Sync rules to generate Touchpoints | |
| Summary of best practices and tips & tricks | |
| If you want to “backfill” online channel data from before you had the Marketo Measure JavaScript tracking your site | |
| An easy trick to help you prevent double-tracking things that are already tracked by the Marketo Measure JavaScript | |
| Or, tracking via Marketo Engage: | |
| How to enable the feature so you can create offline sync rules based on either Programs or Activities | |
| Pre-requisite to creating sync rules, this allows Measure to download people from Marketo | |
| Explains how to create sync rules based on Marketo Program Membership | |
| Explains how to create sync rules based on Marketo Activities (usually recommended over Programs) | |
| Understand unique tracking scenarios: | |
| Understanding the nuance in tracking web chats depending on if an integration exists or not | |
| Explanation about why webinar registration is usually tracked via JavaScript while the attendance is tracked via Offline Channels | |
Next, check out reporting options and best practices: | |
| Blog post highlighting benefits of reporting in Salesforce vs Discover | |
| Explanation of each attribution model’s weighting with visuals | |
| Descriptions of each 101 report (Salesforce) | |
| Reporting how-to guide with step-by-step instructions for key reports | |
| Learn how to use the filters and other functionality within the Dashboards. | |
| Overview resource for one of the dashboards (access the others in the tree menu) | |