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A
Anonymous
January 25, 2013
Solved

Renee

  • January 25, 2013
  • 6 replies
  • 1641 views
I'm new and would like some beginning tips. Got any ideas that will help me get started better?
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Definitely take the 3 day online training course if at all possible.  They also have several "Best Practices" articles.

Be sure to think about your naming and organization conventions in advance - here is a discussion item that may be helpful https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PXXMAA4

Also, before you sync Salesforce with Marketo for the first time, try to have as many Lead fields have the same name as their mapped fields in Account and Contacts.  Otherwise Marketo will create 3 separate fields for the same data depending on the Salesforce object that it comes from.  Also, consider which Lead, Contact and Account  fields you must have in Marketo and only make those fields visible to the Marketo Synch profile.

Good luck and have fun!

6 replies

A
Anonymous
January 25, 2013
The best place to start is the Marketo University.  There is a ton of great information there!
A
Anonymous
January 25, 2013
Renee, welcome to the Marketo Community!

To get comfortable with Marketo basics, I would recommend to begin with the Foundation Build Workshop. 
Here is the recorded version that you can watch on-demand: 
https://community.marketo.com/MarketoArticle?id=kA050000000L505
 
Marketo Masters webinars are a great resource once you know the basics of how to use Marketo. 
A
Anonymous
Accepted solution
January 25, 2013
Definitely take the 3 day online training course if at all possible.  They also have several "Best Practices" articles.

Be sure to think about your naming and organization conventions in advance - here is a discussion item that may be helpful https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PXXMAA4

Also, before you sync Salesforce with Marketo for the first time, try to have as many Lead fields have the same name as their mapped fields in Account and Contacts.  Otherwise Marketo will create 3 separate fields for the same data depending on the Salesforce object that it comes from.  Also, consider which Lead, Contact and Account  fields you must have in Marketo and only make those fields visible to the Marketo Synch profile.

Good luck and have fun!
A
Anonymous
January 25, 2013
Thank you so much for the help! I really appreciate it and I am excited to start!
A
Anonymous
January 26, 2013
Also take a look at my blog for other tips as you advance:

http://www.marketingrockstarguides.com
A
Anonymous
January 27, 2013
Hi Renee,

This is a link to the getting started section of Marketo: https://community.marketo.com/MarketoGetStarted?src=univ

There are 4 componants to getting started.  The first is your setup and integration (there are instructions on how to set up DKIM, SPF, whitelist your servers, etc).  Next there are some tutorials on basic steps.  Then there is a video on how to build a program.  Lastly, I would HIGHLY recommend watching the on demand version of the Foundations class or taking the class virtually.  

After you have gone through your setup and training, I would recommend taking the following steps before launching your pilot (all of these have tutorials on the community):

1. If you have SFDC professional you will need to change the sync time to an interval of 30 minutes (you can contact Marketo support and have them do this for you).  If you have SFDC enterprise you can ignore this step.
2. Set up your tags and channels
3. Create a naming convention for all programs, assets, and reports
4. Great supression lists or a blacklist
5. Run a historical data program and set all of your imported or synced leads to have an acquision program of "legacy lead" and set the acquision date to be the CRM created date 
6. Create a program template for your pilot
7. Make sure you are capturing lead source as a hidden field on your forms
8.  Test the program in every browser, test with mutliple domains

Then you should be good to go.  There are plenty of steps you can do in your first 90 days, but those are essentials in my opinion.  
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