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Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
Silicon Valley Marketo User Group Meeting February 29, 2012
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Silicon Valley Marketo User Group Meeting February 29, 2012

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  • 1. Marketo User Group – Silicon Valley February 29th, 2012
  • 2. Agenda Introductions Using Marketo Programs
  • 3. Tell Us About Yourself My name is _________. I work at ___________. I have used Marketo for ________ (time). I would like to _________.
  • 4. Using Marketo Programs Sheila Baker Opine Consulting sheila@opine.com
  • 5. Using Marketo Programs What are the benefits of using Programs? When/Why would you use a Program? Creating Programs Elements of a Program Program Reporting Simple Program Examples
  • 6. Program Benefits & Usage Benefits ◦ Asset management ◦ Easy cloning ◦ Reporting ◦ Other benefits? Usages ◦ Webinar ◦ Content ◦ Nurturing ◦ Tradeshows ◦ Other examples?
  • 7. Program Basics Type: Event vs. Default ◦ Event for specific date or if there is an “event partner” Channels ◦ Change default channels or add new ones ◦ Defines what program type the Channel is available in ◦ Step # matters – can’t go backwards ◦ Will you be automating SFDC Campaign integration? Tags ◦ Only comes into play with reporting ◦ Can always add/change tags Tokens ◦ Use for values that are static within a program but are likely to have a different value for each program
  • 8. Program Elements Assets ◦ Smart Campaigns ◦ Emails ◦ Lists Membership Progression ◦ Important for control and reporting ◦ Can’t go backwards! Program Costs ◦ Hint: Always set even if $0 – otherwise won’t sync to Revenue Explorer Integration with Salesforce Campaigns ◦ Channel Steps and SFDC Campaign Status must match Reporting ◦ Standard Program Performance Reports ◦ Lots more available in RCA/Revenue Explorer!
  • 9. Bringing It All Together Program Examples ◦ Content Delivery  Uses Tokens and Tags for quick cloning ◦ Tradeshows  Import/Follow-up emails ◦ Webinars  Integrated with WebEx ◦ Nurturing  Automated entry or sales rep entry  Simple: ◦ Send email, wait X days, send email…. ◦ Remember to have a way to remove a lead from nurturing
  • 10. Open Mic
  • 11. Next Steps Take what you learned. Apply, rinse, repeat. Next Meeting? Frequency? Location? Ideas for topics/speakers? Join our LinkedIn group. Questions/Comments about the format email me (ryan.vong@gmail.com) or post on LinkedIN.
  • 12. Announcements Marketo User Summit May 22 – 24, 2012 in San Francisco, CA Community wants to hear you ideas. Questions/Comments: lcourter@marketo.com

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