Hello Community, Welcome to the Adobe Marketo Engage Community Mentorship Program 2024! This is the featured Community Discussion thread for your Adobe Marketo Engage Community Mentor, Erin Pollack (@erinpollackq2) who will be here to guide and support you and your peers with your Adobe Marketo Engage questions as you prepare for your Adobe Marketo Engage Professional (AD0-E555) exam, through to the end of the program. A little bit about your Adobe Marketo Engage Community Mentor, Erin: With 10+ years of experience in marketing automation, analytics, digital marketing, CRMs, workflow design and more, I have a passion for technology and marketing. I have worked in different industries such as oil & gas, cyber security, retail, software, financial services, and non profit organizations. Holder of Marketo Engage Professional Adobe Certification, I have also been a Austin Marketo User Group speaker and spoke at the 6sense Breakthrough Conference about maximizing ABM efforts through Marketo Engage. Marketing technology excites me, but being able to help someone learn more about a tool or grow in their expertise is really what fills my cup! Aspirants mapped to Erin Pollack @erinpollackq2 @ameliada @amackenzie1 @sadhanara @laevinsdad @jeffhensiek @sanket_shinde @emilypirovitz How to Participate Aspirants’ goal is to clear their Adobe Marketo Engage Certification during the duration of the program: May 17th , 2024 – June 21st, 2024. Aspirants: Post your Questions in this thread to connect with your Mentor Erin, and your fellow Aspirant peers. You are all preparing for the same Certification, so feel free to use this space to share what you’re learning and collaborate! Suggested Next Steps for Aspirants: Update your Community Profile photo with your latest headshot so that you can stand out to your Mentor and Peer Aspirants. Like this thread to confirm your participation in the program Introduce yourself to Erin and your Aspirant peers by replying to this Thread! Break the ice by introducing yourself (location, org/ company, etc.) and your experience with/ interest in Adobe Marketo Engage Post your Questions to this thread as you begin learning more about the Adobe Marketo Engage Professional (AD0-E555) certification Test your Marketo Engage knowledge by browsing through the Adobe Marketo Engage Community Questions and taking your best shot at answering some Qs! Remember that every post / like / comment you make in your contextual thread and in the Marketo Engage Community throughout the duration of the program helps increase your chance to be recognized by your Mentor and win exclusive Adobe swag, so bring your best efforts! Quick links Mentorship Program Link Adobe Marketo Engage Certifications Overview Link Adobe Marketo Engage Professional (AD0-E555) AME Professional Exam Prep Guide (requires login) Adobe Marketo Engage Business Practitioner Expert (AD0-E559) AME Business Practitioner Expert Exam Prep Guide (requires login) Adobe Marketo Engage Architect Master (AD0-E560) AME Architect Master Exam Prep Guide (requires login) We're wishing you all the best as you embark on this learning journey! Cheers, Jon

jon_chen

Community Manager

Question

🗣️ [Mentor Erin Pollack] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Forum|Forum|1 year ago
May 23, 2024
14 replies
8925 views

Hello Community,

Welcome to the Adobe Marketo Engage Community Mentorship Program 2024! This is the featured Community Discussion thread for your Adobe Marketo Engage Community Mentor, Erin Pollack (@erinpollackq2) who will be here to guide and support you and your peers with your Adobe Marketo Engage questions as you prepare for your Adobe Marketo Engage Professional (AD0-E555) exam, through to the end of the program.

A little bit about your Adobe Marketo Engage Community Mentor, Erin:

With 10+ years of experience in marketing automation, analytics, digital marketing, CRMs, workflow design and more, I have a passion for technology and marketing. I have worked in different industries such as oil & gas, cyber security, retail, software, financial services, and non profit organizations. Holder of Marketo Engage Professional Adobe Certification, I have also been a Austin Marketo User Group speaker and spoke at the 6sense Breakthrough Conference about maximizing ABM efforts through Marketo Engage. Marketing technology excites me, but being able to help someone learn more about a tool or grow in their expertise is really what fills my cup!

Aspirants mapped to Erin Pollack @erinpollackq2

How to Participate

Aspirants’ goal is to clear their Adobe Marketo Engage Certification during the duration of the program: May 17th , 2024 – June 21st, 2024.
Aspirants: Post your Questions in this thread to connect with your Mentor Erin, and your fellow Aspirant peers.
You are all preparing for the same Certification, so feel free to use this space to share what you’re learning and collaborate!

Suggested Next Steps for Aspirants:

Update your Community Profile photo with your latest headshot so that you can stand out to your Mentor and Peer Aspirants.
Like this thread to confirm your participation in the program
Introduce yourself to Erin and your Aspirant peers by replying to this Thread! Break the ice by introducing yourself (location, org/ company, etc.) and your experience with/ interest in Adobe Marketo Engage
Post your Questions to this thread as you begin learning more about the Adobe Marketo Engage Professional (AD0-E555) certification
Test your Marketo Engage knowledge by browsing through the Adobe Marketo Engage Community Questions and taking your best shot at answering some Qs!
Remember that every post / like / comment you make in your contextual thread and in the Marketo Engage Community throughout the duration of the program helps increase your chance to be recognized by your Mentor and win exclusive Adobe swag, so bring your best efforts!

Quick links

We're wishing you all the best as you embark on this learning journey!

Cheers,

Jon

Marketo

S

SadhanaRa

Level 2

Hello Erin and my fellow aspirants. I am Sadhana Ravuri working as an Email Marketing Executive at KPMK UK. I am based out of London since 2022 and belong to India. I started my career with Amazon in 2017 as a support associate and paved my way into the field of Marketing Automation technology. Over a course of time, I have developed a deep passion for this domain as I saw myself leveraging my skills to the optimum level be it technical, innovative or communication skills. I chose Marketo in particular because of its robust UI and functionality, especially the ease with which the campaigns can be created. So the question for me is "why not Marketo?!". Besides my passion, I am an extrovert who loves making like minded network and the way I see it, there is no better way than learning together. And thats why, this programme! 🙂 I am so excited to meet you all and learn from you; also help you in my remit to achieve the goals we have. Lets do this.

You can find me on Linkedin: Sadhana Ravuri | LinkedIn

laevinsdad

Level 2

Hello fellow mentees (and Mentor, Erin!),
My name is Geoffrey Landrum and I work for an FI in central Illinois. I've been using Marketo for about a year now, but only for email sends. I am hoping to learn more about nurture programs, drip campaigns, and analytics. I've learned a lot through the Marketo Community and MUG and am available to help, if I can.
Looking forward to collaborating with you all!

Have a good weekend!

Geoffrey Landrum, Marketing Automation Specialist

S

SadhanaRa

Level 2

Hello Geoffrey @laevinsdad,

Glad to meet you. 🙂

Regards,

Sadhana.

laevinsdad

Level 2

Hello, fellow group of aspirants!
I decided to take the Marketo Engage Professional Practice Exam without studying to gauge my understanding of Marketo Engage. I was pretty surprised that I knew as much as I did!

Geoffrey Landrum, Marketing Automation Specialist

JeffHensiek

Level 4

Nice work, @laevinsdad. That's a great idea - taking the test to give you a baseline of where you are in your overall development.

I'll try to do the same and we can gauge how we are doing.

Jeff HensiekMarketing Automation Program Manager

JeffHensiek

Level 4

Hello to all.

I'm Jeff Hensiek and I work at an FI in the greater Denver, Co area (@laevinsdad - you and I may have a lot in common 😉).

Here's a little about me:

My hobbies are golf, fly fishing, and building things. What do these three things have in common? They are all very intricate, detailed, and minor things can make a huge difference. And, that is one of the main reasons that my career has gravitated to marketing automation - it's intricate, creative, detailed, and I get to build some cool stuff.

My background:

A good chunk of my career has been in the digital marketing space - mostly in franchising. I've spent time both at the franchisor level (8 years at the corporate office) and also as a vendor (8 years running a digital marketing agency).

For the last 2.3 years, I've been working at a FI, and one of the main things that attracted me to my current company was their use of Marketo (and that I get to learn Power Automate and play with Power BI). While I have experience with KEAP (F.K.A. Infusionsoft) and HubSpot, I had always wanted to learn Marketo. Which is why I'm very excited that I've been able to expand my knowledge over the past few years while on the platform. However, I also recognize that I have a lot of room to grow. My team and I have a pretty good handle on the basics and we're looking to build out some really cool things as well - so, all ideas are welcome... the more creative the better.

I look forward to connecting with you all and learning more about Marketo.

Thanks

Jeff Hensiek

Jeff HensiekMarketing Automation Program Manager

S

SadhanaRa

Level 2

Hello @jeffhensiek

Hearty welcome to the team. Very interesting to know your background. Hoping to learning and growing together 🙂

S

SadhanaRa

Level 2

Hello team,

Are you guys able to access the prep guide? I currently see a 404 error page when clicked on the link.

@jon_chen - could you please advise?

Regards,

Sadhana.

ErinPollackQ2

Level 2

Hello @sadhanaravuri34,@JeffHensiek @laevinsdad nice to meet you all. It is great hearing about your different backgrounds and levels of Marketo Engage experience!

FYI I am also seeing the 404 error with the exam prep guide links and I emailed @Jon_Chen to see if he is able to provide an updated url.

In the meantime, if you are looking for study materials to help prep you for the exam I would highly recommend using the attached prep guide. This is the exam prep guide I used in order to study and found it very useful! Please let me know if you are able to access this file.

Prep Guide

Thank you for helping each other navigate as I know finding the exam is also a bit tricky. Here are a few other helpful links:

https://app.rockinfo.com/courses/247

certmetrics.com/adobe/

For those that took the practice test already, WOW - great job you are crushing it! 👍

Please let me know if you have any questions I can assist with.

Thanks!

laevinsdad

Level 2

Hello, Erin. Yes, I am able to access the guide through the link provided!

Geoffrey Landrum, Marketing Automation Specialist

JeffHensiek

Level 4

Afternoon, fellow group of aspirants!

I followed in Geoffrey's (@laevinsdad ) footsteps and took the practice exam. I'm pretty stoked at the results.

If you haven't taken a practice exam yet, please give it a shot. It was enlightening and eye opening.

Now, I'm looking forward to spending some time in the study materials.

Jeff Hensiek

Marketing Automation Program Manager.

Jeff HensiekMarketing Automation Program Manager

S

SadhanaRa

Level 2

Hello @jeffhensiek @laevinsdad

I am unable to find the link to take the Practise exam. Could you please help me with it?

JeffHensiek

Level 4

Great question @sadhanara . I found it difficult to find where were the practice exams. So, I've put in some screen shots that - I hope - may be able to help you find this too.

And, there are probably multiple ways to find this area... so, it's possible that someone else has a different path to take. 🙂

This first picture is from the first post in this thread... our welcome to the mentor program.

Jeff HensiekMarketing Automation Program Manager

JeffHensiek

Level 4

General question for the group.

We're looking to track product sales in a 'rolling' fashion (e.g., rolling 30 days), and we're having difficulty with it. This is a little involved... so, here are some relevant details:

Our instance of Marketo doesn't have a CRM

We have a custom object and all of our product purchases are in the custom object - lumped together (they are separated, but when querying, we are querying the entire object and not just a single new product that was purchased).

We're trying to track the overall success of our onboarding campaigns as they relate to upselling products. For example: Member/Custom:

Buys product on January 1
Receives welcome email on January 2 (our instance of Mkto is populated with a nightly push of data - through an API - from our Business Intelligence Team).
Auto enrolled into a nurture series (1 email per week)
Purchases additional product on January 15

Our question is how to track this in an ongoing manner. Because, Member #2 would have entered the same process starting on January 2 after making their purchase (welcome email on Jan 3).

One option - a very manual option - is to create a smart campaign and adjust it daily (ugh). Filters include:

Received email on January 2
Purchased product between January 3 and Feb 3 (a 30 day window).

This flow could be manually adjusted each day for a new 30-day window.

However, I'm looking to have this more automated so that I don't have to adjust it daily.

Thoughts from the group???

Jeff HensiekMarketing Automation Program Manager

S

SadhanaRa

Level 2

Hey @jeffhensiek

This is just a fair shot from me!

I am thinking of a combination of a trigger campaign and an engagement programme with the below logic:

Engagement program:

I would set a stream cadence that the person should receive a monthly email on the 30th day and set the communication limit to 1; stop the email send once the limit is exhausted.

Trigger campaign:

Smart list: Person made a purchase

Flow: add to the above engagement programme.

I am conscious that the engagement programme might not serve the automatic 30 day email trigger. For example, I might not be receiving the email exactly on 3rd July if I make a purchase today, however, I feel this combination could work. Would love to know the solution your team is implementing. 🙂

JeffHensiek

Level 4

Thanks for the suggestion... I do like the idea of creating a trigger campaign... that's a good thought. I'll have to see if I can play around with that logic a little.

A quick additional piece of clarity for everyone... This is an onboarding email series. The members would need to get an email based on the day that they make a purchase (e.g., the day after they make a purchase). While I like the Stream idea... my hurdle there (at lest, how we've implemented Streams in the past) is that we trigger a cast based on a particular day of the week (e.g., Tuesday). Is there a way to make a stream more dynamic (e.g., a cast on a particular cadence? e.g., send email on day 1 - wait 3 days - send email - wait 7 days - send email - wait 19 days - send email wait 31 days, etc.)?

Jeff HensiekMarketing Automation Program Manager

amackenzie1

Level 2

Hi all!

My name is Alexa, I'm currently the Marketing Operations Specialist at a finance company in the Washington, DC area. I've been working with Marketo for about 2 years now, and I'm excited to expand my skillset within the platform!

@erinpollackq2 Are we going to be given weekly assignments/modules? I'm unclear on what we're supposed to be working on this week.

I look forward to connecting with all of you!

S

SadhanaRa

Level 2

Hello @amackenzie1

Nice to meet you. Welcome to the team.

I have the same query regarding our assignments further @erinpollackq2

S

SadhanaRa

Level 2

Hello team,

I am unable to understand the Head start concept on Marketo as I am confused with the time zones.

Could someone please explain me with an example of London, UK time for me to be able to relate?

Regards,

Sadhana.

JeffHensiek

Level 4

Good morning fellow Marketo learners.

Here's a topic for discussion...

I was working on my Morning Routine today and happen to come across this... just thought it was interesting and wanted to share (And, possibly start a little conversation, too 😉).

Inside of Marketing Activities - there's a section called "Campaign Inspector". It shows you which campaigns are currently running (both batch and trigger). What I found interesting today was a new icon that popped up. Over this past week, we've been doing a little cleanup and we've been archiving many of our older campaigns (from many years ago). Based on a little research, it shows that this is an icon to identify whether a campaign is in the Archive folder or not (See image below).

It appears that we have trigger campaigns that are still running from old campaign.

So, my next step was to jump in and turn off these old campaigns.

However, I thought this may be an interesting question for the group - is there any reason to keep them on?

Jeff HensiekMarketing Automation Program Manager

amackenzie1

Level 2

Thanks for sharing this, Jeff! I haven't come across Campaign Inspector before. This seems really helpful for doing clean up or when taking over a new instance that you're not familiar with.

I can't think of a reason to keep them on (depending on the age), but I'm interested to hear others thoughts.

JeffHensiek

Level 4

yes, agreed... those were my thoughts as well.

The only reason I could potentially see in keeping them is if we archived projects very quickly (e.g., day after the campaign ended) and then still wanted to track opens/clicks/etc. However, if that were the case, I'd make the argument that the campaign is still 'in-flight' and should be still "Active". Once the reporting phase is over, then I could see moving them to Archive.

Jeff HensiekMarketing Automation Program Manager

JeffHensiek

Level 4

Question to the group.

We're building out some custom 'signatures' for our sales team and I have a question regarding the formatting of the custom fields.

I'm getting stuck on two field... the name, and the URL (the appointment scheduling URL - e.g., Calendly, and their specific landing page.)

My question is this... how would you format the fields?

For the Name (first and last - joined together - e.g., 'Jeff Hensiek'), I currently have it as a String - Not sure that's the best. it renders well in the HTML version of the email, however, when I populate the value in the TEXT version of the email, it puts the HTML for a space in there (e.g., Jeff Hensiek). So, I'm thinking I may have to switch it to a "Text Area".

How would you go about formatting the URL field?

What would be the pros/cons of the URL being a "URL" field type vs, a "STRING" field type?

I can provide more detail if you'd like... just thought I'd start the conversation with this short question.

Thoughts?

Jeff HensiekMarketing Automation Program Manager

JeffHensiek

Level 4

OK - crew...

Here's where we're going with this question ("URL" field type vs, a "STRING" field type) and our logic behind this option.

For the "Name" field, we're going to be switching over to a "Text" field. The STRING field is changing the space between the first and last names to some HTML code (e.g., ' ' - resulting in "Jeff Hensiek"). Our hope is that moving to the "TEXT" field will allow us to adopt/keep the space in the name field.

Regarding the URL... our initial tests have not really shown much difference between the URL and the STRING.

Therefore, I'm going to be putting this into a STRING format. Why not a URL format? That's goes into how our company is configured overall. We have a platform called CloudFlare that is used as an added layer of protection. In our experience, it has a tendency to append characters to a URL when it is delivered. While the URL still fires as intended, the Text version of the URL comes across in an ugly manner. Therefore, we're looking to use the STRIG format to help overcome this with our emails.

Regardless of the STRING format, we're still able to embed this URL (through the use of a Dynamic Snippet and Segmentation*) into the code of the HTML email and also as text in the text version of the emails. So, our end result, doesn't appear to have been changed at all.

Anyway, that's what we're doing (at least for now 😉 - until someone points out the differences that I have missed).

*Dynamic Snippet and Segmentation - if you'd like to hear how we've created ours... feel free to ask... I've left that portion out of this post for brevity. 😂

Jeff HensiekMarketing Automation Program Manager

JeffHensiek

Level 4

Recent update on the String/text field for the name.

On Friday, I did a rebuild of the signature functionality and used the "Text Field" in place of the "String" for the Sales Reps name.

During testing, the same issue developed (e.g., the sales reps name is coming up as "Jeff Hensiek" - instead of "Jeff Hensiek").

So, Now, I'm thinking that I should have split out the data into First, Last fields. I went the other direction initially because the data source keeps them together, however, now, I think I'll have to parse them out and build out separate fields - one for first name and one for last name.

The saga continues!!

Jeff HensiekMarketing Automation Program Manager

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