Subscription Center

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Build a subscription center with no coding experience using Marketo

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Subscription Center

  1. 1. © 2014 Marketo, Inc. Marketo Proprietary and Confidential Subscription Center How to build without coding experience Edward Masson, http://www.edwardmasson.com/
  2. 2. Page 2 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Tweet With Us! #BMUG
  3. 3. Page 3 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG What do you have? • How many people have this?
  4. 4. Page 4 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Subscription Center • Ingredients • Custom fields for topics • Operational Program • Confirmation Email • 1 x Form/LP • 2 x Confirmation LPs • Smart Campaigns
  5. 5. Page 5 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Custom Fields • Create custom fields to capture opt-in/opt out intent based on your company topics • Type = Checkbox
  6. 6. Page 6 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG The Form • Use new Form 2.0 • Drag and drop your custom fields to the form • Field Type = select or check box
  7. 7. Page 7 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG The Form • Space out Opt Out field away from the other fields by adding Rich Text
  8. 8. Page 8 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG The Form • Rich Text, same WYSIWYG editor we’ve all used before • Create a few hard returns
  9. 9. Page 9 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Adding Logic to the Form • Advanced Thank You Page • In Settings, select Landing Page, add choice, If Unsubscribed is Yes, Follow up with Opt-Out Confirmation LP • Everything else is default, follow up with Opt-In Confirmation LP
  10. 10. Page 10 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Confirmation Landing Page • Opt In Confirmation • Subscribing to ‘YourCompany’ confirmation LP
  11. 11. Page 11 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Confirmation Landing Page • Opt Out Confirmation • Confirmation Landing Page for Opt-Out/Unsubscribed:
  12. 12. Page 12 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Smart & Static Lists • Smart List Opt IN Filters: • Education = True • Events = True • Newsletters = True • Product Information = True • Thought leadership = True • Smart List Opt OUT Filters: • Education = False • Events = False • Newsletters = False • Product Information = False • Thought leadership = False
  13. 13. Page 13 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG The Engine • Build smart campaigns to listen for changes to added static lists • If a change, we move them out of Opt-IN to Opt-OUT
  14. 14. Page 14 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Add to Opt-IN Static Lists
  15. 15. Page 15 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Add to Subscription Lists
  16. 16. Page 16 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Remove From Opt-IN Static Lists
  17. 17. Page 17 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Remove From Opt-IN Static Lists Continued
  18. 18. Page 18 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Subscription Confirmation Email
  19. 19. Page 19 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Localized - Workspaces
  20. 20. Page 20 © 2014 Marketo, Inc. Marketo Proprietary and Confidential #BMUG Thank You Any questions? @edwardmasson LinkedIn.com/in/edwardmasson www.edwardmasson.com

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