This document summarizes new features being released by Marketo. It describes enhancements to web personalization, localization, LinkedIn lead generation forms, attribution tracking, bulk extract APIs, account-based marketing, and a new Account Insight Chrome plugin. The web personalization improvements allow more customization options for displaying web campaigns. Localization adds additional language support. The bulk extract APIs allow asynchronous extraction of large lead and activity data sets. Account-based marketing features include named account list APIs, percentile scoring of accounts, and custom fields for accounts. The Account Insight plugin provides sales reps with real-time insights on accounts directly in their browser.

1. Quarterly Feature Round-Up
Kenneth
Elkington
Product
Manager,
Marketo
David
Myers
Senior Product
Manager,
Marketo
Hosted by Marketo Product Management
Doug Marshall
Director,
Product
Management,
Marketo
Frank
Passantino
Senior Product
Manager,
Marketo
Christina
Fuentealba
Lead Product
Manager,
Marketo

2. Web Personalization

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Web Personalization
1. Web Campaign Display On
• Scroll
• Exit Intent
2. Dialog Enhancement
• Animate In + Out
• Modal Color + Opacity
• Dialog close button customization
3. Archive Web Campaigns
Localization
1. Web Personalization & Predictive Content (Portuguese & French)

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Set Web Campaign
Display On
Animate In & Out
Modal Color & Opacity
Close Button

5. LinkedIn Lead Gen
Forms

6. LinkedIn Lead Gen

7. DEMO

8. Attribution

9. Attribution

10. Expire Marketo Sales
Insight Template

12. DEMO

13. Bulk Extract APIs

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Bulk Extract - Leads and Activities
• New interfaces for extract large data sets asynchronously
• Leads
• Retrieve leads by Created At, Static Lists, Updated At*, and
Smart List*
• Activities
• Get Activities by Created At; Optional Activity Type Filter
• Learn more at developers.marketo.com/rest-api/bulk-extract
*Only available on subscriptions with Corona

15. ABM Enhancements

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Named Account List APIs
• CRUD Methods for managing Named Account Lists
remotely and automatically
• Add, Remove or Retrieve list membership
programmatically
• Primarily targeted at ABM partners

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Account Based Marketing
• Percentile Scoring
• Custom Fields for Named Accounts

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Percentile Scoring
• Provides a Uniform Scale for Named Account Scores
• 100-based Scale
• Replaces Raw Score in Account Details Header
• Appears Alongside the Raw Score Everywhere Else
• Score [Percentile]
• 18700 [100]

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Custom Fields for Named Accounts
• Create Up to 10 Custom Fields on Named Accounts
• Can Be Mapped to CRM
• Visibility
• Visible in Grids
• Visible in Discover CRM Accounts (When Mapped)
• Visible on Account Details page (When it Has a Value)
• Available as Constraint in “Member of Named Account” Filter

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Custom Fields for Named Accounts
• Sync’d with CRM
• Editable from the Account Details Page (Non-CRM)
• Updated by API

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Account Insight
What is it?
• Sales intelligence capability for ABM delivered in a Chrome plugin
(e.g. Account details, contact activity, list of top named accounts, etc)
Why does it matter?
• Reps now have real time insights on how named accounts are
engaging to prioritize their account planning and outreach
• Marketing and sales can work from the same “sheet of music” to
engage accounts effectively
Who uses it? How?
• Sales reps, accounts teams
• Plug-in is available anytime and works in context with CRM

22. Account Insight – Under the Hood
• Admins will issue licenses to sales users
• New role “Account Insight User” will restrict access to the plug-in
only, not Marketo.
• Invitees (sales reps) must setup unique login, install the plug-in
then authenticate
• Works only for Chrome
• Does not work with customers who have SSO-only enabled

23. DEMO

24. Thank You!
Marketo Product Management