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Templates
Take the Stress Out of
Marketo Template Design
November 9, 2021 3:00 PM ET
Frank Carpenter | Senior Marketing Automation Manager, Five9, Inc.
Ella Bendrick-Chartier | Manager, Client Success, Digital Pi
Danielle Orr | Senior Account Director, Digital Pi
2
3
HOUSEKEEPING
Technical Support
• Visit support.zoom.us
Slides & Recording
• This session is being recorded
• On-demand video and slides will be shared via email
with all registrants
Feedback & Survey
• Use the session chat to provide feedback and engage
with other attendees
• Tell us how we did in the post-session survey that will
pop up after the session
Questions & Chat
• Submit questions at any time via the Q&A panel
• Join in! Chat with attendees live using the chat
feature at the bottom of your Zoom screen
• Keep the conversation going on Twitter using
#MarketoTopTips
4
INTROS…
Frank Carpenter
Senior Marketing Automation Manager,
Five9, Inc.
Danielle Orr
Senior Account Director,
Digital Pi
Ella Bendrick-Chartier
Manager, Client Success,
Digital Pi
5
1. WHAT’S OUT THERE?
6
Template Options Today
Marketo Template Library Subscription Services FLEX Templates
7
POLL: WHAT ARE YOUR
BIGGEST CHALLENGES
USING TEMPLATES?
8
What do we hear when it comes to
templates?
“My template looks great, but I don’t want to use
the same one every time”
“I need to add something to my templates but
don’t need an entire new one”
“This week I have a 2-article newsletter but there
are some weeks we have 4, how do templates
work/ do I need a new template for every
potential use case”
Basically… everyone needs FLEXIBILITY!
9
Five9 Template Story
10
2. MOD U LAR
11
Putting the
RIGHT Pieces
Together
12
13
BUILDING AN EMAIL USING MODULES
14
15
TIP: Clone your emails and add, delete or
rearrange modules to save time
16
VIDEO RECORDING OF SPECIAL FEATURES
TO DRIVE EFFICIENCY
Demo video from Jess on a webinar
- Tokens
- 70/30 module (clear content
and toggle CTA)
17
4. EFFICIENCY
18
19
Find the best way to
get the information
that needs to go out
PLUG & PLAY!
20
21
5. BRANDING
22
23
6. MOBILE
24
25
LET’S RECAP!
26
Email Template Tips
Tip 1: Module Library
Tip 2: Create your most complex email first and clone
Tip 3: Use an Email Intake Form
Tip 4: Add a Brand Colors Module
Tip 5: Don’t forget to check mobile
Tip 6: Check out a demo of Digital Pi’s FLEX Email and
Landing Page Templates!
27
Questions?
28
29
Keep the conversation going!
Hello@digitalpi.com

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[Marketo Top Tips] Take the Stress Out of Marketo Email Template Design

  • 1. Templates Take the Stress Out of Marketo Template Design November 9, 2021 3:00 PM ET Frank Carpenter | Senior Marketing Automation Manager, Five9, Inc. Ella Bendrick-Chartier | Manager, Client Success, Digital Pi Danielle Orr | Senior Account Director, Digital Pi
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  • 3. 3 HOUSEKEEPING Technical Support • Visit support.zoom.us Slides & Recording • This session is being recorded • On-demand video and slides will be shared via email with all registrants Feedback & Survey • Use the session chat to provide feedback and engage with other attendees • Tell us how we did in the post-session survey that will pop up after the session Questions & Chat • Submit questions at any time via the Q&A panel • Join in! Chat with attendees live using the chat feature at the bottom of your Zoom screen • Keep the conversation going on Twitter using #MarketoTopTips
  • 4. 4 INTROS… Frank Carpenter Senior Marketing Automation Manager, Five9, Inc. Danielle Orr Senior Account Director, Digital Pi Ella Bendrick-Chartier Manager, Client Success, Digital Pi
  • 6. 6 Template Options Today Marketo Template Library Subscription Services FLEX Templates
  • 7. 7 POLL: WHAT ARE YOUR BIGGEST CHALLENGES USING TEMPLATES?
  • 8. 8 What do we hear when it comes to templates? “My template looks great, but I don’t want to use the same one every time” “I need to add something to my templates but don’t need an entire new one” “This week I have a 2-article newsletter but there are some weeks we have 4, how do templates work/ do I need a new template for every potential use case” Basically… everyone needs FLEXIBILITY!
  • 10. 10 2. MOD U LAR
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  • 13. 13 BUILDING AN EMAIL USING MODULES
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  • 15. 15 TIP: Clone your emails and add, delete or rearrange modules to save time
  • 16. 16 VIDEO RECORDING OF SPECIAL FEATURES TO DRIVE EFFICIENCY Demo video from Jess on a webinar - Tokens - 70/30 module (clear content and toggle CTA)
  • 18. 18
  • 19. 19 Find the best way to get the information that needs to go out PLUG & PLAY!
  • 20. 20
  • 22. 22
  • 24. 24
  • 26. 26 Email Template Tips Tip 1: Module Library Tip 2: Create your most complex email first and clone Tip 3: Use an Email Intake Form Tip 4: Add a Brand Colors Module Tip 5: Don’t forget to check mobile Tip 6: Check out a demo of Digital Pi’s FLEX Email and Landing Page Templates!
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  • 29. 29 Keep the conversation going! Hello@digitalpi.com