Advertisement

Marketo Nurture Program Tips and Tricks: Creating Complex Journeys

Mar. 29, 2023
Advertisement

More Related Content

Advertisement

Marketo Nurture Program Tips and Tricks: Creating Complex Journeys

  1. Adobe Marketo Engage User Groups March 2023
  2. Thank you to our sponsor
  3. © 2021 Adobe. All Rights Reserved. Adobe Confidential. In order to ensure our MUGs stay user-focused and a safe space for members of the Marketing Nation to learn, network, and problem solve, we ask that all MUG attendees follow these rules: • No self-promotion or pitching of any kind is permitted at MUG events • Don’t contact people outside of the User Group without their consent • If MUG members share their use case at the User Group, please don’t share that information without their consent Adobe Marketo Engage User Group House Rules
  4. © 2021 Adobe. All Rights Reserved. Adobe Confidential. This MUG Meeting is not being Recorded. ▪ To ensure that we are abiding by the MUG Program Code of Conduct and to respect the privacy of the content shared during today’s session, we would like to inform all attendees that this session will not be recorded. ▪ After the meeting concludes, if you have any outstanding questions or missed a portion of the content, please feel free to email us at sydmugleaders@gmail.com or Advocacy@adobe.com and we will do our best to answer your questions.
  5. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Why are we all here The point of user groups is to… ▪ Create a sense of community ▪ Share knowledge, valuable insights and actionable learnings ▪ Champion people in our region who are doing awesome things ▪ Help you strengthen your knowledge of the platform ▪ Help you make connections that will push you forward in your career
  6. © 2021 Adobe. All Rights Reserved. Adobe Confidential. What we want ▪ Spread the word – if you know someone who’s interested, let them know! ▪ You’re among friends – speak up, no question is a dumb question. ▪ Be respectful to speakers and other members – please put your phone on silent. ▪ Share your feedback – this is our party and we’ll talk APIs if we want to. ▪ On MUG days we wear purple. (Or Adobe red… if you feel the need…)
  7. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Stay connected with our chapter! Sign up for Bevy – the new tool for Adobe Marketo Engage User Groups! ▪ Step 1: Navigate to https://mugs.marketo.com/sydney- marketo-user-group/ ▪ Step 2: Create an account using the email associated with your Adobe Marketo Engage Account Once you’ve joined the chapter you’ll receive notifications and reminders about new events that the chapter has posted!
  8. Adobe Summit
  9. © 2021 Adobe. All Rights Reserved. Adobe Confidential. The Adobe Summit B2B Marketing Online B2B Marketing In-person Breakout Sessions 20 ▪ Customer speakers for every session! (except Roadmap) ▪ 6 product-led sessions ▪ 3 Skill Exchange sessions ▪ Recordings will be made available to virtual registrants a couple weeks following Summit (they will not be on demand during the event) B2B Innovation Super Session 1 ▪ Speaker: Brian Glover ▪ Customer: EY ▪ Demo: Bridget Burne B2B Marketing In-person Lab Sessions 5 ▪ In-person only (no recordings available) Pre-conference Trainings 3 ▪ Run by ADLS ▪ Cost associated Additional In-person Sessions Related to B2B Marketing 8+ ▪ Filter sessions by “B2B Marketing” track tag! On Demand Sessions Now Available!
  10. Upcoming Opportunities for Chapter Members
  11. © 2021 Adobe. All Rights Reserved. Adobe Confidential. AWARD PROGRAM OBJECTIVES 1. Celebrate, recognize, and amplify customers who are delivering game- changing digital transformation using Adobe Experience Cloud applications 2. Spark inspiration and demonstrate business value to customers and prospects 3. Create customer advocates from “the best of the best” 4. Fuel the customer success story “engine” that influences adoption, retention, cross-sell, upsell Global awards program showcasing customers delivering on Adobe's vision to change the world through digital experiences using Adobe Experience Cloud solutions. Who can apply for the awards? Customers—from practitioners to leaders— from all segments and all regions using Adobe Experience Cloud What’s new in 2023 • Return to in-person gala celebration on June 21 in NYC* *evening before the Adobe Executive Experience Forum 2023 Adobe Experience Maker Awards Learn More
  12. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Need to update your Marketo Engage certification? Adobe now has 3 certifications for Marketo Engage • Adobe Certified Professional - Adobe Marketo Engage: This new exam is ideal for marketers who have about 3 - 6 months of Marketo Engage training and hands-on experience. (Update to the former Marketo Certified Associate) • Adobe Certified Expert - Adobe Marketo Engage Business Practitioner: This exam is ideal for marketers and marketing consultants who have at least 18 months of Marketo Engage hands-on or field experience. (Update to the former Marketo Certified Expert) • Adobe Certified Master - Adobe Marketo Engage Architect: This certification defines a new standard and process at the highest level. This certification is ideal for current Adobe Certified Experts who have at least 5 years of experience designing marketing automation using Marketo Engage Visit https://express.adobe.com/page/8OCuJK38uQW uT/ for more information & exam guides!
  13. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Become a MUG Sponsor! For our next Sydney MUG, we are looking: ▪ Recommendations on topics you care about! ▪ For speakers to share their experiences ▪ And ▪ For venue ▪ For sponsors [for food and beverage] Talk to one of the MUG leaders to find out more and be part of an exciting journey.
  14. © 2021 Adobe. All Rights Reserved. Adobe Confidential. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Dani Tam MARKETING OPS MANAGER AT DROPBOX Meet your Sydney Marketo User Group Leaders Pierre Flovie SENIOR MARKETING TECHNOLOGY CONSULTANT AT VERTICURL Stephanie Chhor ASSOCIATE DIRECTOR AT KPMG | ADOBE MARKETO ENGAGE ARCHITECT | MARTECH SOLUTION CONSULTANT
  15. Agenda 3:30 – 4:00 PM Registration and Networking 4:00 – 4:10 PM Introductions, Housekeeping, and Agenda 4:10 – 4:15 PM Adobe Resource with Chrissy 4:15 – 4:35 PM Engagement Program with Mina 4:35 – 4:40 PM Break 4:40 – 4:50 PM Asset Management Strategy with Jess 4:50 – 5:00 PM Q&A
  16. © 2022 Adobe. All Rights Reserved. Adobe Confidential. 16 Adobe Resources Chrissy Griffin
  17. © 2022 Adobe. All Rights Reserved. Adobe Confidential. 17 Agenda ▪ Adobe Experience League ▪ Developer Docs ▪ Marketing Nation (aka Marketo Community) ▪ Support ▪ MUGs ▪ Lunch & Learns ▪ Group Consulting
  18. © 2022 Adobe. All Rights Reserved. Adobe Confidential. Adobe Experience League Experience League is how Adobe helps enterprise customers achieve the business value they expect from their Adobe investment. It’s the unified place where customers can learn, connect, and grow along a personalized path to success that includes self-help and instructor-led training, quick answers, community, and other support options. Marketo product release new and updates Quick answers from product guides and support articles Communities of experts and fellow learners, FAQs Online support Experience League is GLOBAL! (10 languages) Experience League is MOBILE!
  19. © 2022 Adobe. All Rights Reserved. Adobe Confidential. Developer Docs One stop shop for developer-based documentation on Marketo covering: ▪ REST API ▪ Lead Tracking (Munchkin) ▪ Webhooks ▪ Mobile ▪ Email Scripting ▪ Up to date blog posts ▪ Best practices When would I use Developer Docs? ▪ Reviewing how to use Marketo's Bulk Activity Extract to pull activity data from Marketo into a data warehouse. ▪ Learning about Velocity scripting which you may want to use within your emails. ▪ Revewing documentation on Marketo's APIs in order to setup a custom integration.
  20. © 2022 Adobe. All Rights Reserved. Adobe Confidential. Support Go to Support -> Click My Case Management -> Click on +Create A Case -> Enter Subject -> Click and Submit ESCALATION PATH EMAIL TO CASE SUBMISSION: SUPPORT@MARKETO.COM ONLINE SUPPORT PORTAL FOR CASE MANAGEMENT AND KNOWLEDGEBASE SEARCH Authorized contacts listed on the Entitlement Who has the access to the support? Escalating a support issue
  21. © 2022 Adobe. All Rights Reserved. Adobe Confidential. Marketo User Groups (MUGs) ▪ Adobe User Groups aim to bring together regional Adobe Marketo Engage users in person and/or virtually to create open and inclusive communities in order to network, share ideas and best practices, collectively problem-solve, and provide ongoing education. These user group chapters are customer-led groups intended to help individuals succeed with using Adobe Marketo Engage. ▪ Find and join your local chapter here so you can receive notifications next time there's a MUG in your area! ▪ Checkout the MUG YouTube channel to view past recordings from around the globe. ▪ We'd love to hear your story! Consider presenting at an upcoming MUG to share your story.
  22. © 2022 Adobe. All Rights Reserved. Adobe Confidential. 22 Marketing Nation (Marketo Community)
  23. © 2022 Adobe. All Rights Reserved. Adobe Confidential. Lunch & Learns ▪ Webinars run every 6 weeks covering a different marketing automation topic ▪ Designed to help you understand more about Marketo's features and extract further value out of your investment ▪ Previously run sessions that've been recorded include: ▪ Lead Scoring ▪ Ad Network Integrations ▪ Marketo Sales Insights ▪ Marketo & Salesforce Integration ▪ Nurturing ▪ Personalisation ▪ Reporting & Insights ▪ Setting up a Marketo Instance ▪ Maintaining a Marketo Instance ▪ Marketo Performance Insights
  24. © 2022 Adobe. All Rights Reserved. Adobe Confidential. Group Consulting Overview Group Consulting is designed to help you take your Marketo skills to the next level! These sessions will allow you to speak with a Marketo consultant to assist you with general Marketo advice and best practices. Group Consulting is a public forum where other Marketo customers may join and each person will get to ask one question at a time. When? Wednesdays 12pm – 1pm AEST Format 1 hour open forum virtual session on Wednesdays from 12pm – 1pm AEST with a max of 5 attendees per session How to Register Register via this form Registrations will close Tuesday 12pm each week for the upcoming session Emails will be sent by Tuesday 5pm with a link to training for the upcoming session If you have registered however the session cap of 5 people has already been hit, your Account Manager will notify you so you can register for a future session Notes: Each participant is permitted to ask one question at a time. First person that dialed in goes first then we’ll continue to go around the virtual room until everyone has had a chance to ask their first question before each participant can ask their next question. If a participant only has one question, they are welcome to stay and listen in or can leave. *Group Consulting is not a replacement for Marketo support or custom consulting including business or technical consulting.
  25. Engagement Program Tips and Tricks: Creating Complex Journeys Mina Saleeb
  26. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Engagement Programs: let’s do a quick revisit on what they are… 26 Engagement Programs form one of the four primary “types” of programs available to build in Marketo’s Marketing Activities. This program type is unique for a few reasons: 1. Inbuilt dashboards to assess content engagement levels and cast metrics 2. Possibility of building out multiple streams within one engagement program to manage various content assets without risk of doubling up^ 3. Enables you to achieve marketing goals independent of single email batch blasts 4. Permits you to scale business critical programs of work that are dependent on content with minimal effort such as onboarding, welcome journeys etc
  27. © 2021 Adobe. All Rights Reserved. Adobe Confidential. A tale of two programs… Nurture versus Drip 27 Of all the programs in Marketo, nurture and drip seem to be most often cross referenced…here are my interpretations and definitions (but very much up for discussion!)… Nurture: a program with set cadence designed to issue content to a pre-defined (and relatively stable) cohort/audience. Exclusion from this audience is due to a business decision such as “readiness to engage”, MQL score, lifecycle stage or where the entire stream of content is no longer relevant…and…the content is not expected to be provisioned again. Success is measured by engagement with the content. Drip: a program where continued membership is validated on a regular basis through use of choice steps. The cohort could shift based on other marketing efforts or business rules however the content is not reliant on being sequential or measured for engagement…key differences; business has decided that the same content being re-sent is acceptable and “success” is measured by actions, not be engagement with content.
  28. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Engagement Programs: Use Cases…and non-Use Cases 28 The “not for” cases… It can be tempting to load assets into the one engagement program, set a cadence and identify a cohort …then simply walk away but there are some use cases that don’t fit engagement programs too well…these include: ▪ Situations where you want the same email/s to go out multiple times (such as a receipts or acknowledgement of enquiry) or where the content should purposefully be re-issued as the lead/customer has performed a certain business action that needs responding to ▪ Marketing efforts that are based on complex timing rules where the cadence is less than one week or where content should not wait till a set time but rather should be triggered in response to lead/customer actions
  29. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Engagement Programs: Use Cases…and non-Use Cases 29 The “for” cases… Sequential and “ever-green” content lend themselves quite well to engagement programs: ▪ This includes education content issued via email such as e-books, pre-recorded webinars, infographic based content etc, pre-opportunity warming engagement streams, post “closed lost opp” engagement streams and welcome journeys ▪ Pre-defined content journeys made up of “mixed programs” which can include single emails and whole programs like events…
  30. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Simple vs. Robust vs. Complex 30 There are roughly three “types” of engagement programs I’d like to focus on today: ▪ Simple; keeping it simple when there is a series of evergreen email assets that the customer should receive after a specific action (such as signing on to learn more about your products and services etc) ▪ Robust; customer led journeys work well when there are different but aligned content pieces using email assets and your customer’s behaviours can influence/direct what they receive next. This is a “build up” from the simple type mentioned above whereby different streams exist in the same engagement program catering to specific interests but contained within the same theme (eg: specific features and benefits in your offerings that take centre stage after the customer shows interest in earlier generic assets) ▪ Complex; business led journeys are recommended when the options for content are varied and criteria for content engagement are not left with the customer to select, but rather are tailored to data that’s stored on the record with your business issuing content with a specific purpose
  31. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Core considerations… 31 Stream Cadence: ▪ Batch Entry – finding people who exist today who fit the criteria for the nurture ▪ Ongoing Entry – who makes it in on an ongoing basis ▪ Pause Cadence – when/why should people stop receiving content ▪ Normalise Cadence – when/why should paused people be resumed for content delivery
  32. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Simple… 32 The most common and well documented of the engagement programs. Typically used to issue out emails for prospects and existing customers who have shown an interest in a product or service. Email assets can be swapped around, made available for certain times as well as deprecated. Tends to look something like this:
  33. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Robust… 33 Good all-rounder, particularly for journeys that are sequenced (ie – people going from stream to stream). Transition rules exist to move people into different streams upon completion of previous set of content. A good example is here:
  34. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Robust… 34 The transition rules in this case are set within the stream and react to behaviours performed on general stream assets. These transitions lift people from the general stream and treat them in separate product related streams.
  35. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Robust… 35 The transition rules in this case are set within the stream and react to behaviours performed by the recipients on general stream assets. These transitions lift people from the general stream and treat them in separate product related streams.
  36. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Robust… 36 Upon exhaustion in the specific content streams, there are automations that take those people and return them to the general stream to carry on from where they left off initially. In this manner, all of the relevant content is farmed out without necessarily risking unsubscribe or poor engagement arising from people seeing content they might not be interested in. Designed by Grace!
  37. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Complex… 37 Required when there are various groups needing to have content tailored to them and complex criteria for entry/sorting. Also necessary for when content needs to be issued in cadences shorter or more immediate than what the standard engagement programs cater for (limited to weekly and monthly). This structure enables the business to measure the marketing success of comms at a program level independent of the successes associated with the engagement program. Often, engagement programs do not focus on “piecemeal” success markers, but rather overall successes…but marketing teams might want to understand which programs and their content were pivotal in conversion or positive changes in the person’s marketing lifecycle. To achieve this, the structure is tiered: ▪ Controller Programs (Default) ▪ Nurture Programs (Engagement) ▪ Content Programs (Default, Email or Event)
  38. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Complex… 38 Required when there are various groups needing to have content tailored to them and complex criteria for entry/sorting. Also necessary for when content needs to be issued in cadences shorter or more immediate than what the standard engagement programs cater for (limited to weekly and monthly). This structure enables the business to measure the marketing success of comms at a program level independent of the successes associated with the engagement program. Often, engagement programs do not focus on “piecemeal” success markers, but rather overall successes…but marketing teams might want to understand which programs and their content were pivotal in conversion or positive changes in the person’s marketing lifecycle. To achieve this, the structure is tiered: ▪ Controller Programs (Default) ▪ Nurture Programs (Engagement) ▪ Content Programs (Default, Email or Event)
  39. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Complex… 39
  40. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Complex… 40 Manages who qualifies for which nurture program, when they should be paused or resumed and when people should move to other nurtures. Manages movement between streams, overall cadence cycle, what happens to those who have exhausted content in streams and measuring engagement success points. Manages specific content, non-engagement program membership and program level success. Designed by Holly!
  41. Time for a break Back at 4:30 PM
  42. Digital Asset Strategy Marketo and Experience Manager Nicholas Manojlovic
  43. © 2021 Adobe. All Rights Reserved. Adobe Confidential. 43 TO CREATE AND DELIVER ONE PIECE OF CONTENT TO THE MARKET DAYS 12
  44. © 2021 Adobe. All Rights Reserved. Adobe Confidential. There are certain things in life that most creatives don’t enjoy. Mundane & repetitive tasks are one of them.
  45. © 2021 Adobe. All Rights Reserved. Adobe Confidential. The Future of the Content Lifecycle Current content journey Optimal content journey • Single step content sourcing with Machine learning & Automation • Deliver content curated to behavioral & transactional data • Eliminate manual tasks of asset management and delivery Creation & Sourcing Management Assembly Delivery Personalization Experience Performance Creation & Sourcing Performance Experience AI & Automation
  46. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Experience Manager Asset Generation Engine
  47. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Experience Manager Assets | Content Automation 47 Photoshop Actions Smart Object Replace Remove Background Mas k Lightroom Presets Auto-tone and auto- straighten
  48. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Reduce time and cost required to create, adjust, manage, and deliver across all channels Create new assets at scale for personalized customer experiences within the DAM Empower users to quickly and easily produce variations on the fly Intelligent Automation & Delivery Accelerate creation & delivery of immersive experiences to maximize ROI and impact
  49. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Marketo Engage + Adobe Experience Manager 49 BETTER TOGETHER MARKETO ENGAGE ADOBE EXPERIENCE MANAGER #1 Mktg Automation App for Demand Marketers #1 Digital Asset Management App for Demand Marketing Streamline your design-to-delivery workflows for better, faster campaign results • Asset Delivery Engine • Unique B2B Data Profiles & Lead Management • Cross-channel Automation & Orchestration • Intelligent Cross-channel Nurturing • Account-based Marketing • Sales Engagement Applications • Digital asset workflow, management & governance • AI & Analytics capabilities that illuminate and maximize content ROI • Native Integration with Adobe Creative Cloud • Import approved images from AEM Assets to Marketo Engage Design Studio • Speed up content creation and optimization • Improve image search time, design resources, branding guidelines and governance. • Increase usage of existing assets to reduce redundant design cycles & costly delays • Get campaigns to market faster • Improve content consistency & quality of campaigns
  50. Content Velocity Marketo Engage + AEM Assets • Goal: To increase velocity of getting campaigns into market by streamlining the content workflow • Import approved images from AEM Assets into Marketo Design Studio • Enables marketers to reduce time spent looking for approved assets for campaigns • Improves brand compliance and reduces recreating assets
  51. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Adobe Experience Manager Integration Create visually stunning campaigns faster than ever with Experience Manager Assets in Marketo Engage Access AEM Assets connected to Creative Cloud for collaboration with creative teams Streamline workflows by removing the back and forth with creative for approved assets Digital asset integration with Adobe Experience Manager Assets • Design Studio Access • Native Integration • Image Selection • Basic Image Editing • Multiple File Type Support • Permission-based Asset Access Email Marketing Assets Landing Page & Form Assets Events & Webinar Assets Import images to Design Studio from AEM to build brand compliant and engaging emails Import images to Design Studio from AEM to build brand compliant and engaging landing pages and forms Import images to Design Studio from AEM to build beautiful and engaging online registration forms and invitations Extend your asset management workflow directly to Marketo Engage Content Personalization AEM Asset Picker
  52. What’s Next
  53. Adobe Summit Announcements
  54. ©2021 Adobe. All Rights Reserved. Adobe Confidential. Marketo Journeys OVERVIEW • Marketo is getting a visual drag and drop journey builder for Smart Campaigns! • Easily build, manage and validate interconnected campaigns with visualization • Increase operational efficiency with enhanced error handling and troubleshooting • Accelerate time to value by quickly onboarding new users • Improve alignment across key stakeholders with intuitive visuals that provide insight into complex campaigns Who? When? Where? • All Marketo customers! • Planned for H2 2023 • In your current Marketo instance!
  55. ©2021 Adobe. All Rights Reserved. Adobe Confidential. Marketo Journeys Explaining Smart Campaigns you’ve built to non-Marketo users… Currently With Journeys
  56. ©2021 Adobe. All Rights Reserved. Adobe Confidential. Dynamic Chat Updates Beta in mid-June. Want to join!? Reach to your Adobe Account Manager
  57. Q&A
  58. © 2021 Adobe. All Rights Reserved. Adobe Confidential. © 2021 Adobe. All Rights Reserved. Adobe Confidential. Table 2 – perfecting it Pierre Flovie SENIOR MARKETING TECHNOLOGY CONSULTANT at VERTICURL https://www.linkedin.com/in/pierreflovie Mina Saleeb SENIOR DIRECTOR OF CONSULTING at BLUPRINTX https://www.linkedin.com/in/m-saleeb/ Richard Tiu SENIOR TECHNICAL SUPPORT ENGINEER at ADOBE https://www.linkedin.com/in/richard-tiu-44685b6 Veronica Holmes DIRECTOR/PRINCIPAL CONSULTING at V HOLMES CONSULTING https://www.linkedin.com/in/veronicaholmes/ Q&A Subject Matters Experts Table 1 – just started with your Marketo journey Danielle Tam MARKETING OPS MANAGER at DROPBOX https://www.linkedin.com/in/danielle-tam Jeremy Evans CUSTOMER ADOPTION SPECIALIST at ADOBE https://www.linkedin.com/in/jeremy-evans-68a37395 Ashley Liu MARTECH MANAGER at SECURE CODE WARRIOR https://www.linkedin.com/in/ashley-kanyan-liu/
Advertisement