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Q3 Spring Release Feature Round Up
The document outlines enhancements to Marketo's email features, including new functionalities like local variables, default modules, and an audit trail for tracking changes within subscriptions. It also introduces Marketo's SMS integration with Vibes, allowing users to manage SMS campaigns directly within Marketo. Additionally, it discusses the benefits of account-based marketing (ABM) capabilities that enable targeted engagement across channels for improved pipeline and revenue outcomes.
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Q3 Spring Release Feature Round Up
- 1. Quarterly Feature Round-Up Christina Fuentealba Senior, Product Manager, Marketo Frank Passantino SeniorProduct Manager, Marketo Mahesh Jeswani Senior Product Manager, Marketo Doug Marshal Director, Product Management, Marketo Hosted by Marketo Product Management
- 2.
- 3. Page 3Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Email 2.0 Enhancements Introducing Local Variables
- 4. Page 4Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Email 2.0 Enhancements Default Modules in Templates
- 5. Page 5Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Email 2.0 Enhancements Image Size and Style Locking
- 6. Page 6Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Email 2.0 Enhancements Code Searching
- 7. Page 7Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Email 2.0 Enhancements My Tokens as Image Elements
- 8.
- 9. Page 9Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 What is Audit Trail? A new feature that gives you a self-serve way to get a complete history of changes made within your subscription. Audit trail will answer these inquiries: • What happened to this asset or setting, and who last updated it? • What has user X been up to? • Who is logging into our account? Auditing began on Sept. 14, 2016
- 10. Page 10Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Benefits • A necessity for customers who have large teams using Marketo and who have multiple admins • Creates accountability among users and admins • Unexpected behavior can be addressed quickly with corrective action – low downtime • Reduces the number of user-generated errors and support calls • Provides more security measures to understand who is accessing the subscription
- 11. • You alreadyhave it! • If you don’t see it, please talk to your admin. • Audit trail is controlled by two new permissions that must be assigned to your user role in the system. Get Audit Trail
- 12. Page 12Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 In-Scope • Audit trail includes: • Asset audit trail • Admin settings audit trail • User login history • New UX to view and filter data • Display a max of 30 days worth of data in the UI • Export max of 6 months worth of data into a csv
- 13. Page 13Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Out-of-Scope • Versioning and rollback • Analytics, reporting or alerts • Tracking activity in RTP or RCA • External API (coming at a later phase)
- 14.
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- 16. Page 16Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Marketo-Vibes SMS Integration • Make Vibes SMS a first-class citizen in Marketo • SMS Editor • SMS Triggers and Filters • SMS Asset Dashboard • Manage SMS Subscriptions in Marketo • Use the power of Marketo Smart Campaigns to target and send SMS messages
- 17. Page 17Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Subscription Features • Subscriptions by phone using keywords and shortcodes • Acquisition campaign • Unsub by phone using keywords • Common unsub terms (STOP, QUIT, EXIT, etc.) • Subscribe using Marketo smart campaign • Select an Acquisition campaign • Unsub using Marketo smart campaign • Select the Vibes list
- 18. Page 18Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
- 19. Page 19Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
- 20. Page 20Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
- 21. Page 21Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
- 22. Page 22Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
- 23. Page 23Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
- 24. Page 24Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
- 25. Page 25Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016
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- 27. Page 27Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Account-Based Marketing (ABM) “Focus on those accounts that matter most.”
- 28. Page 28Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 The Right Accounts & People Cross-Channel with Personalized Campaigns Impact on account engagement, pipeline & revenue Marketo ABM = The 3 Essential ABM Capabilities Target Engage Measure
- 29. Lead Centric DataModel O7 O1 O2 O3 O4 O5 L1 C8 L2 L4 L5 L6 C9 C10 Fill out Form List Import CRM Sync : Lead : Contact : Org label : Org object O6 C7 Lead Record “Company” Field People Visit Web Page A3 : Anonymous API’s
- 30. Marketo ABM DataModel : Lead : Contact A1 A3 A4A2 A5 : Account L1 L2 L3 L4 L5 L6 C7
- 31. Page 31Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 What Makes Marketo ABM Different? Target Engage Measure Accounts We combine all the essential components of ABM CFO CMO VP Sales Leads Plus powerful lead management capabilities In ONE platform
- 32. Page 32Marketo Proprietaryand Confidential | © Marketo, Inc. 11/3/2016 Benefits to One Platform: • One source of truth for account list, named account, opportunity and lead relationships • Much easier to orchestrate engagement with leads AND accounts across all channels • Fewer integrations to build/maintain • One common user interface to learn Marketo
- 33.
- 34. Thank You! Marketo ProductManagement
Editor's Notes
- #3 Update with new cover from visual brand deck.
- #4 Introducing Local Variables Default Modules in Templates Image Size and Style Locking Code Searching Tokens as Image Elements
- #5 Introducing Local Variables Default Modules in Templates Image Size and Style Locking Code Searching Tokens as Image Elements
- #6 Introducing Local Variables Default Modules in Templates Image Size and Style Locking Code Searching Tokens as Image Elements
- #7 Introducing Local Variables Default Modules in Templates Image Size and Style Locking Code Searching Tokens as Image Elements
- #8 Introducing Local Variables Default Modules in Templates Image Size and Style Locking Code Searching Tokens as Image Elements
- #9 Update with new cover from visual brand deck.
- #12 Users without the permission can still approve a snippet but it will generate drafts of approved assets (old behavior) No-Draft does not apply to forms or templates If No-Draft runs against an (approved) email is part of an active batch process, No-Draft changes will be applied to a snapshot of the email. The original email version will go out and once it’s complete, the changes will be reflected and the snapshot deleted. The next time that email goes out as part of a batch process, it will contain the updated snippet content.
- #13 Tracking in RTP and RCA Versioning and rollback Public API (Phase 2) Updating asset summary pages (Phase 2)
- #16 Update with new cover from visual brand deck.
- #18 When you subscribe from your phone – for instance texting the keyword JOIN to 123456 – Vibes kicks off what they call an Acquisition Campaign. This triggers a message to the phone to confirm the subscription. Upon confirming the subscription, Vibes marks the phone as subscribed and tells Marketo about the subscription as well. Similarly
- #27 Update with new cover from visual brand deck.
- #28 ABM is an approach that focuses your efforts on accounts that close faster, generate bigger deals/revenue or accounts that have other strategic significance
- #29 Let’s take a closer look at how Marketo ABM provides the 3 essential ABM capabilities: Target, Engage, Measure. [walk through features] Now I’ll show you some examples of each of these Marketo ABM capabilities
- #34 Update with new cover from visual brand deck.