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Marketo Q4 2016 Product Release Presentation
- 1. Quarterly Feature Round-Up Frank Passantino Senior Product Manager, Marketo Mahesh Jeswani Principal Product Manager, Marketo Hosted by Marketo Product Management Christina Fuentealba Lead Product Manager, Marketo David Meyers Product Manager, Marketo
- 3. New Permissions Gives admins control over operational emails and smart campaign settings • What’s New • Adding two new features: • Make Email Operational • Edit Smart Campaign Restrictions • Availability • Included in base at no additional cost
- 6. Page 6Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Predictive Content 1. Auto-Discovers and maps all of your content assets 2. Learns which content works best and for who 3. Recommends relevant content to web visitors & leads on web and email.
- 10. Page 10Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 How can Predictive Content for Email help you? • Nurture customers with content that is personalized • Rely on intelligent algorithms to do the matching without losing the opportunity to add the human touch • Leverage existing content in a relevant way across channels • Improve Results! More content consumption, better engagement, and more conversion. AT SCALE!
- 11. Page 11Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 What’s News 1. UI and UX for Predictive Content App 2. Predictive Content in Email
- 14. Page 14Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Predictive Content New Features Exists New Features • Predictive Content App • Content Discovery + Tracking • Predictive Algorithm • Predictive Content for Web • Bar • Rich Media
- 15. Page 15Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Predictive Content New Features Exists New Features • Content Discovery + Tracking • Predictive Algorithm • Predictive Content for Web • Bar • Rich Media • UI & UX Experience • Categorizing Content • Date scope for analytics • In Line Editor for Predictive Content Preparation • Make Predictive in Email • 8 layouts for Predictive in Email • Smart Lists by Predictive Channel
- 16. Page 16Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 How does it work? Edit Content and Approve Predictive Algorithm at Work Recommend Layouts, Configure & Send email Identify insights & Report Discover & Track Content
- 18. • Deploy the RTP JavaScript Tag • Turn on Content Discovery • Add Categories for Content Grouping • Define Content URL Patterns Set Up
- 19. Dashboard
- 20. All Content
- 23. Email Editor
- 24. Email Editor
- 25. Email Layouts
- 28. Email Outcome
- 29. Dashboard
- 31. Audit Trail
- 32. • Snapshot of the current state of your smart campaign • Includes names, values and sequential order of FILTERS and TRIGGERS Change Details - Smart Campaign
- 35. • When inviting or editing a user, we’ll show a snapshot of the allocated ROLES and WORKSPACES Will answer the question “Who created an admin user?” Change Details – Users (Admin) * Not all instances have workspaces
- 36. Universal ID
- 37. Page 37Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 What is Universal ID? Universal ID allow Marketo users to access multiple Marketo subscriptions with the same login credential. Production USA Sandbox 1 Sandbox 2 Production Europe Sandbox 3 Sandbox 4 • Targeted Audience: • Customers using Multiple Marketo subscriptions • Agencies/Partners • Roll-out: • Available per request • Require qualification step
- 38. Page 38Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 User Invitation • User sees login screen instead of password reset screen • User needs to opt-in to access 2nd subscription • System will ask for reset password if current password doesn't comply with the password policy of 2nd subscription
- 39. Page 39Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Pete Lucas Switching between Subscriptions • Switch between Marketo subscriptions • Subscription must be universal id enabled
- 41. Page 41Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Things to Remember • User needs to opt-in and accept legal terms to access 2nd subscription with same login. It takes 15 mins to get access to new subscriptions. • Universal ID users by default login into the subscription which they have last logged into. This includes mobile apps. • REST API users are still unique to the instance. • Admin can’t change Marketo user’s profile data e.g. first name, last name, email address. User needs to change it by themselves.
- 42. Page 42Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Process to request for Universal ID • Create a support ticket to enable Universal ID and provide atleast 2 Marketo instances where this should be enabled. • Marketo support will qualify the request based on your current setup and current known limitations • If qualified, Marketo enables Universal ID
- 45. Page 45Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Solution - Facebook Offline Conversion
- 49. Page 49Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Facebook Offline Conversion
- 51. ABM
- 52. Page 52Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Features Delivered • Account Team • Weekly ABM Sales Report • Account List Level Trending • Named Account API’s Targeted Audience: Customers using or planning to use Marketo ABM
- 53. Page 53Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Account Teams • Account Teams helps align sales & marketing on named accounts • Drive better collaboration, accountability and productivity • Use roles to build account lists (e.g. Account Owner) • Stays in sync with CRM
- 54. Page 54Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Emailed ABM Sales Report • Named account intelligence delivered to each Account Team members’ Inbox • Use weekly trend on sales pipeline & account engagement to prioritize activities • Top Engaged People make each report actionable • Keep account teams in sync
- 55. Page 55Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Account List Trends • Get bird’s eye view of revenue and pipeline at the account list level • Quickly catch trends that require strategic corrections • Show how ABM strategies are working across groups of named accounts • Compare account list trends to see where additional effort will have the greatest impact
- 56. Page 56Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 Named Account API Analytics & Big Data Customer Data Events & Webinars Lifecycle Marketing Mobile Marketing Online Ads & Campaigns Sales Tools Social Media Top of the Funnel Video Marketing Content Marketing • Enrich named accounts for better personalization • Use predictive account scores for better prioritization • Target “look-a-like” accounts with a high probability of closing
- 57. Page 57Marketo Proprietary and Confidential | © Marketo, Inc. 1/19/17 • Account list max size has increased from 500 to 2,000 • A new column has been added to the Opportunity tab for ‘Type’ • Synced from CRM system • Shows values such as New Business, X-sell/Upsell, Renewal, etc. Other Enhancements