Silicon Valley Marketo User Group Meeting February 29, 2012

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Silicon Valley Marketo User Group Meeting February 29, 2012

  1. 1. Marketo User Group – Silicon Valley February 29th, 2012
  2. 2. Agenda Introductions Using Marketo Programs
  3. 3. Tell Us About Yourself My name is _________. I work at ___________. I have used Marketo for ________ (time). I would like to _________.
  4. 4. Using Marketo Programs Sheila Baker Opine Consulting sheila@opine.com
  5. 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. 6. Program Benefits & Usage Benefits ◦ Asset management ◦ Easy cloning ◦ Reporting ◦ Other benefits? Usages ◦ Webinar ◦ Content ◦ Nurturing ◦ Tradeshows ◦ Other examples?
  7. 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. 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. 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. 10. Open Mic
  11. 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. 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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