Tip of the YEAR! | Community
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December 20, 2017
Question

Tip of the YEAR!

  • December 20, 2017
  • 23 replies
  • 9637 views

Share one thing you learned to do in Marketo that was a game changer. Something that rocked your marketing world perhaps or saved you time and headaches...The Marketing Nation Community wants to hear from you!  Spread your wealth of knowledge.

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23 replies

January 12, 2018

I would say before creating any type of Program think about what are you trying to achieve by doing so. Always set up objectives, otherwise people tend to think the more they build the better, rather than building a few Programs that are strategically planned. Also, after you build it, make sure you review its performance and if objectives were met. Try learning from it, both good and bad lessons, and use these to optimise present and future initiatives

Casey_Grimes2
Level 10
January 12, 2018

- Shout out to @Jessica Cross​: being able to filter out "reason is not: Lead Merge" on value changes and program statuses.

- You can create custom types of Interesting Moments, which is especially useful when sending moments to several different teams

- Seemingly obvious, but I never put two and two together: in addition to pushing transactional email data in a token via API, you can basically push...anything into a token if you want to do dynamic creation/changes if the token works in a flow step.

Jessica_Cross1
Level 4
January 14, 2018

Yah! That find proved to be super helpful. Solved the whole, i just merged this lead why did it MQ?

Michelle_Tizian
Level 10
January 12, 2018

I created a spreadsheet starting on October of last year for the most important things I track yearly, which I will be using again, because it kept me organized and it was a big time saver while I went on vacation from December to the first week of January:

All of the active campaigns that need to be deactivated on the first week of January.

All of the active campaigns that need to be cloned and activated the first week of January. 

Set stream cadence for newly created streams for 2018.

Update specific Landing page for content updates.

FAQ check and Update email content for Renewals, Conversion Series and nurture emails.

FAQ check Alert and confirmation emails. 

Test redirect URLs that are still active.

Review promotional programs that underperformed and archive.

Purge unused email and landing page templates.