SlideShare a Scribd company logo

Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 2)

Are you ready to learn some expert tips that will help you elevate your marketing operations in 2024? Check out the experts that will be joining us and their topics: Templates outside of a MAP Chloe Pott, Marketing Operations Lead, Lokalise Folder Structure, Organization, Tokens Lucas Machado, Marketing Automation Specialist, RP Naming Conventions with Program ID/Form ID/etc Courtny Edwards-Jones, Marketing Operations Manager, Zuora Monitoring Reports Sydney Mulligan, Co-founder, EMMIE Collective

1 of 74
Download to read offline
Elevate Your Marketing Ops:
Expert Tips to Save You Time in
2024
Marketo User Group Leaders
© 2023 Adobe. All Rights Reserved. Adobe
Confidential.
Adobe Marketo Engage User Group
House Rules
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
© 2023 Adobe. All Rights Reserved. Adobe
Confidential.
This MUG Meeting is being Recorded.
▪ To ensure that we are abiding by the MUG Code
of Conduct, we are informing all user group
attendees at the North America Virtual MUG
meeting on February 6 at 10 am CT that this
meeting will be recorded and posted on the MUG
YouTube Channel to promote training, education,
and future learning.
▪ If you do not wish to participate in a LIVE
recorded session, please feel free to watch the
recording at a later time, which will be linked after
the meeting concludes, and send us any questions
you may have to Advocacy@adobe.com.
© 2023 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/north-america-virtual-mug/
▪ 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!
Upcoming Opportunities for
Chapter Members

Recommended

Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 1)
Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 1)Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 1)
Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 1)JackiePotts5
 
NA VMUG Housekeeping and Presenter Slides - Jan 2023.pdf
NA VMUG Housekeeping and Presenter Slides - Jan 2023.pdfNA VMUG Housekeeping and Presenter Slides - Jan 2023.pdf
NA VMUG Housekeeping and Presenter Slides - Jan 2023.pdfJackiePotts5
 
May '23 Marketo Engage Seattle MUG Presentation Slides.pptx
May '23 Marketo Engage Seattle MUG Presentation Slides.pptxMay '23 Marketo Engage Seattle MUG Presentation Slides.pptx
May '23 Marketo Engage Seattle MUG Presentation Slides.pptxNate Smitha
 
Sydney Marketo User Group June 2022
Sydney Marketo User Group June 2022Sydney Marketo User Group June 2022
Sydney Marketo User Group June 2022Stephanie Tyagita
 
Minnesota Mug Event 6.20.23
Minnesota Mug Event 6.20.23Minnesota Mug Event 6.20.23
Minnesota Mug Event 6.20.23ChantalPeterson4
 
RevOps Special | Forget St Valentine, let's Report on Pipeline!
RevOps Special | Forget St Valentine, let's Report on Pipeline!RevOps Special | Forget St Valentine, let's Report on Pipeline!
RevOps Special | Forget St Valentine, let's Report on Pipeline!EmilyPoulton2
 
Marketo Nurture Program Tips and Tricks: Creating Complex Journeys
Marketo Nurture Program Tips and Tricks: Creating Complex JourneysMarketo Nurture Program Tips and Tricks: Creating Complex Journeys
Marketo Nurture Program Tips and Tricks: Creating Complex JourneysStephanie Tyagita
 
London MUG - Engage your Core [Nov 2023]
London MUG - Engage your Core [Nov 2023]London MUG - Engage your Core [Nov 2023]
London MUG - Engage your Core [Nov 2023]EmilyPoulton2
 

More Related Content

Similar to Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 2)

Melbourne MUG - September 2023
Melbourne MUG - September 2023Melbourne MUG - September 2023
Melbourne MUG - September 2023JayJiang19
 
2023-Adobe-Summit-Recap.pptx
2023-Adobe-Summit-Recap.pptx2023-Adobe-Summit-Recap.pptx
2023-Adobe-Summit-Recap.pptxNate Smitha
 
April-2023-SEAMUG.pptx
April-2023-SEAMUG.pptxApril-2023-SEAMUG.pptx
April-2023-SEAMUG.pptxJoeReitz4
 
India_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptx
India_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptxIndia_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptx
India_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptxDarshil35
 
08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdf
08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdf08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdf
08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdfJackSiebert
 
23.02.2023_London MUG.pptx
23.02.2023_London MUG.pptx23.02.2023_London MUG.pptx
23.02.2023_London MUG.pptxAdeleMiller5
 
London MUG Sept 23.pptx
London MUG Sept 23.pptxLondon MUG Sept 23.pptx
London MUG Sept 23.pptxAdele Miller
 
Nordic MUG - Marketo product releases.pdf
Nordic MUG - Marketo product releases.pdfNordic MUG - Marketo product releases.pdf
Nordic MUG - Marketo product releases.pdfVeronica Lazarovici
 
Rev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptx
Rev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptxRev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptx
Rev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptxDarshil35
 
India VMUG Presents all about Account Based Marketing using Marketo Deck
India VMUG Presents all about Account Based Marketing using Marketo DeckIndia VMUG Presents all about Account Based Marketing using Marketo Deck
India VMUG Presents all about Account Based Marketing using Marketo DeckDarshil35
 
KC MUG June 2023 Meeting .pptx
KC MUG June 2023 Meeting .pptxKC MUG June 2023 Meeting .pptx
KC MUG June 2023 Meeting .pptxJackSiebert
 
Indianapolis MUG Meeting Feb 2020
Indianapolis MUG Meeting   Feb 2020Indianapolis MUG Meeting   Feb 2020
Indianapolis MUG Meeting Feb 2020T. Blane McMichen
 
Adobe Marketo India VMUG Webhooks and API Basics_02-28.pptx
Adobe Marketo India VMUG Webhooks and API Basics_02-28.pptxAdobe Marketo India VMUG Webhooks and API Basics_02-28.pptx
Adobe Marketo India VMUG Webhooks and API Basics_02-28.pptxDarshil35
 
Champion Office Hours - Dec 2022.pptx
Champion Office Hours - Dec 2022.pptxChampion Office Hours - Dec 2022.pptx
Champion Office Hours - Dec 2022.pptxTara D'Acci
 
Marketo Magic Integration - Sydney Marketo User Group Sept 2023
Marketo Magic Integration - Sydney Marketo User Group Sept 2023Marketo Magic Integration - Sydney Marketo User Group Sept 2023
Marketo Magic Integration - Sydney Marketo User Group Sept 2023Stephanie Tyagita
 
Marketo Engage Champion Office Hours - February 2022
Marketo Engage Champion Office Hours - February 2022Marketo Engage Champion Office Hours - February 2022
Marketo Engage Champion Office Hours - February 2022Amy Goldfine
 
Sept 2022 Milwaukee Marketo User Group Presentation
Sept 2022 Milwaukee Marketo User Group PresentationSept 2022 Milwaukee Marketo User Group Presentation
Sept 2022 Milwaukee Marketo User Group PresentationRaven Mcfarlane
 
Migrating to Marketo: 3 Marketing Leaders who Made the Switch
Migrating to Marketo: 3 Marketing Leaders who Made the SwitchMigrating to Marketo: 3 Marketing Leaders who Made the Switch
Migrating to Marketo: 3 Marketing Leaders who Made the SwitchMichael Tucker
 
May MarTech Madness - London MUG May 18th
May MarTech Madness - London MUG May 18thMay MarTech Madness - London MUG May 18th
May MarTech Madness - London MUG May 18thAdele Miller
 
April 2021 BMUG Slides on Adobe Summit
April 2021 BMUG Slides on Adobe SummitApril 2021 BMUG Slides on Adobe Summit
April 2021 BMUG Slides on Adobe SummitJeff Coveney
 

Similar to Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 2) (20)

Melbourne MUG - September 2023
Melbourne MUG - September 2023Melbourne MUG - September 2023
Melbourne MUG - September 2023
 
2023-Adobe-Summit-Recap.pptx
2023-Adobe-Summit-Recap.pptx2023-Adobe-Summit-Recap.pptx
2023-Adobe-Summit-Recap.pptx
 
April-2023-SEAMUG.pptx
April-2023-SEAMUG.pptxApril-2023-SEAMUG.pptx
April-2023-SEAMUG.pptx
 
India_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptx
India_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptxIndia_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptx
India_VMUG_Adobe_Dynamic_Chat_11_2_Deck.pptx
 
08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdf
08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdf08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdf
08.2023_Marketo Engage User Groups Housekeeping Slides-merged.pdf
 
23.02.2023_London MUG.pptx
23.02.2023_London MUG.pptx23.02.2023_London MUG.pptx
23.02.2023_London MUG.pptx
 
London MUG Sept 23.pptx
London MUG Sept 23.pptxLondon MUG Sept 23.pptx
London MUG Sept 23.pptx
 
Nordic MUG - Marketo product releases.pdf
Nordic MUG - Marketo product releases.pdfNordic MUG - Marketo product releases.pdf
Nordic MUG - Marketo product releases.pdf
 
Rev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptx
Rev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptxRev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptx
Rev Up Revenue Engine Using Marketo Engage - India VMUG May2k23_Deck.pptx
 
India VMUG Presents all about Account Based Marketing using Marketo Deck
India VMUG Presents all about Account Based Marketing using Marketo DeckIndia VMUG Presents all about Account Based Marketing using Marketo Deck
India VMUG Presents all about Account Based Marketing using Marketo Deck
 
KC MUG June 2023 Meeting .pptx
KC MUG June 2023 Meeting .pptxKC MUG June 2023 Meeting .pptx
KC MUG June 2023 Meeting .pptx
 
Indianapolis MUG Meeting Feb 2020
Indianapolis MUG Meeting   Feb 2020Indianapolis MUG Meeting   Feb 2020
Indianapolis MUG Meeting Feb 2020
 
Adobe Marketo India VMUG Webhooks and API Basics_02-28.pptx
Adobe Marketo India VMUG Webhooks and API Basics_02-28.pptxAdobe Marketo India VMUG Webhooks and API Basics_02-28.pptx
Adobe Marketo India VMUG Webhooks and API Basics_02-28.pptx
 
Champion Office Hours - Dec 2022.pptx
Champion Office Hours - Dec 2022.pptxChampion Office Hours - Dec 2022.pptx
Champion Office Hours - Dec 2022.pptx
 
Marketo Magic Integration - Sydney Marketo User Group Sept 2023
Marketo Magic Integration - Sydney Marketo User Group Sept 2023Marketo Magic Integration - Sydney Marketo User Group Sept 2023
Marketo Magic Integration - Sydney Marketo User Group Sept 2023
 
Marketo Engage Champion Office Hours - February 2022
Marketo Engage Champion Office Hours - February 2022Marketo Engage Champion Office Hours - February 2022
Marketo Engage Champion Office Hours - February 2022
 
Sept 2022 Milwaukee Marketo User Group Presentation
Sept 2022 Milwaukee Marketo User Group PresentationSept 2022 Milwaukee Marketo User Group Presentation
Sept 2022 Milwaukee Marketo User Group Presentation
 
Migrating to Marketo: 3 Marketing Leaders who Made the Switch
Migrating to Marketo: 3 Marketing Leaders who Made the SwitchMigrating to Marketo: 3 Marketing Leaders who Made the Switch
Migrating to Marketo: 3 Marketing Leaders who Made the Switch
 
May MarTech Madness - London MUG May 18th
May MarTech Madness - London MUG May 18thMay MarTech Madness - London MUG May 18th
May MarTech Madness - London MUG May 18th
 
April 2021 BMUG Slides on Adobe Summit
April 2021 BMUG Slides on Adobe SummitApril 2021 BMUG Slides on Adobe Summit
April 2021 BMUG Slides on Adobe Summit
 

Recently uploaded

Agile & Scrum, Certified Scrum Master! Crash Course
Agile & Scrum,  Certified Scrum Master! Crash CourseAgile & Scrum,  Certified Scrum Master! Crash Course
Agile & Scrum, Certified Scrum Master! Crash CourseRohan Chandane
 
Open Source vs Closed Source LLMs. Pros and Cons
Open Source vs Closed Source LLMs. Pros and ConsOpen Source vs Closed Source LLMs. Pros and Cons
Open Source vs Closed Source LLMs. Pros and ConsSprings
 
Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Jeffrey Haguewood
 
Best Practices for Data Sharing Using Globus
Best Practices for Data Sharing Using GlobusBest Practices for Data Sharing Using Globus
Best Practices for Data Sharing Using GlobusGlobus
 
Advanced Globus System Administration Topics
Advanced Globus System Administration TopicsAdvanced Globus System Administration Topics
Advanced Globus System Administration TopicsGlobus
 
Orion Context Broker introduction 20240227
Orion Context Broker introduction 20240227Orion Context Broker introduction 20240227
Orion Context Broker introduction 20240227Fermin Galan
 
Workshop híbrido: Stream Processing con Flink
Workshop híbrido: Stream Processing con FlinkWorkshop híbrido: Stream Processing con Flink
Workshop híbrido: Stream Processing con Flinkconfluent
 
Managing multicast/igmp stream on Docker
Managing multicast/igmp stream on DockerManaging multicast/igmp stream on Docker
Managing multicast/igmp stream on DockerThierry Gayet
 
Globus for System Administrators
Globus for System AdministratorsGlobus for System Administrators
Globus for System AdministratorsGlobus
 
Building Research Applications with Globus PaaS
Building Research Applications with Globus PaaSBuilding Research Applications with Globus PaaS
Building Research Applications with Globus PaaSGlobus
 
Machine Learning Basics for Dummies (no math!)
Machine Learning Basics for Dummies (no math!)Machine Learning Basics for Dummies (no math!)
Machine Learning Basics for Dummies (no math!)Dmitry Zinoviev
 
Joseph Yoder : Being Agile about Architecture
Joseph Yoder : Being Agile about ArchitectureJoseph Yoder : Being Agile about Architecture
Joseph Yoder : Being Agile about ArchitectureHironori Washizaki
 
LLMOps with Azure Machine Learning prompt flow
LLMOps with Azure Machine Learning prompt flowLLMOps with Azure Machine Learning prompt flow
LLMOps with Azure Machine Learning prompt flowNaoki (Neo) SATO
 
CSS Notes in PDF, Easy to understand. For beginner to advanced. ...
CSS Notes in PDF, Easy to understand. For beginner to advanced.              ...CSS Notes in PDF, Easy to understand. For beginner to advanced.              ...
CSS Notes in PDF, Easy to understand. For beginner to advanced. ...syedfaisal759877
 
Passbolt Introduction and Usage for secret managment
Passbolt Introduction and Usage for secret managmentPassbolt Introduction and Usage for secret managment
Passbolt Introduction and Usage for secret managmentThierry Gayet
 
killingcamp longest common subsequence.pdf
killingcamp longest common subsequence.pdfkillingcamp longest common subsequence.pdf
killingcamp longest common subsequence.pdfssuser82c38d
 
killing camp 주차장 나누기-2 topology sort.pdf
killing camp 주차장 나누기-2 topology sort.pdfkilling camp 주차장 나누기-2 topology sort.pdf
killing camp 주차장 나누기-2 topology sort.pdfssuser82c38d
 
An Introduction to Globus for Researchers
An Introduction to Globus for ResearchersAn Introduction to Globus for Researchers
An Introduction to Globus for ResearchersGlobus
 
From Software Development To Branding through Digital Marketing, IT Services
From Software Development To Branding through Digital Marketing, IT ServicesFrom Software Development To Branding through Digital Marketing, IT Services
From Software Development To Branding through Digital Marketing, IT ServicesAnisha Agarwal
 
How AI is preventing account fraud at web scale
How AI is preventing account fraud at web scaleHow AI is preventing account fraud at web scale
How AI is preventing account fraud at web scaleAmir Moghimi
 

Recently uploaded (20)

Agile & Scrum, Certified Scrum Master! Crash Course
Agile & Scrum,  Certified Scrum Master! Crash CourseAgile & Scrum,  Certified Scrum Master! Crash Course
Agile & Scrum, Certified Scrum Master! Crash Course
 
Open Source vs Closed Source LLMs. Pros and Cons
Open Source vs Closed Source LLMs. Pros and ConsOpen Source vs Closed Source LLMs. Pros and Cons
Open Source vs Closed Source LLMs. Pros and Cons
 
Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)
 
Best Practices for Data Sharing Using Globus
Best Practices for Data Sharing Using GlobusBest Practices for Data Sharing Using Globus
Best Practices for Data Sharing Using Globus
 
Advanced Globus System Administration Topics
Advanced Globus System Administration TopicsAdvanced Globus System Administration Topics
Advanced Globus System Administration Topics
 
Orion Context Broker introduction 20240227
Orion Context Broker introduction 20240227Orion Context Broker introduction 20240227
Orion Context Broker introduction 20240227
 
Workshop híbrido: Stream Processing con Flink
Workshop híbrido: Stream Processing con FlinkWorkshop híbrido: Stream Processing con Flink
Workshop híbrido: Stream Processing con Flink
 
Managing multicast/igmp stream on Docker
Managing multicast/igmp stream on DockerManaging multicast/igmp stream on Docker
Managing multicast/igmp stream on Docker
 
Globus for System Administrators
Globus for System AdministratorsGlobus for System Administrators
Globus for System Administrators
 
Building Research Applications with Globus PaaS
Building Research Applications with Globus PaaSBuilding Research Applications with Globus PaaS
Building Research Applications with Globus PaaS
 
Machine Learning Basics for Dummies (no math!)
Machine Learning Basics for Dummies (no math!)Machine Learning Basics for Dummies (no math!)
Machine Learning Basics for Dummies (no math!)
 
Joseph Yoder : Being Agile about Architecture
Joseph Yoder : Being Agile about ArchitectureJoseph Yoder : Being Agile about Architecture
Joseph Yoder : Being Agile about Architecture
 
LLMOps with Azure Machine Learning prompt flow
LLMOps with Azure Machine Learning prompt flowLLMOps with Azure Machine Learning prompt flow
LLMOps with Azure Machine Learning prompt flow
 
CSS Notes in PDF, Easy to understand. For beginner to advanced. ...
CSS Notes in PDF, Easy to understand. For beginner to advanced.              ...CSS Notes in PDF, Easy to understand. For beginner to advanced.              ...
CSS Notes in PDF, Easy to understand. For beginner to advanced. ...
 
Passbolt Introduction and Usage for secret managment
Passbolt Introduction and Usage for secret managmentPassbolt Introduction and Usage for secret managment
Passbolt Introduction and Usage for secret managment
 
killingcamp longest common subsequence.pdf
killingcamp longest common subsequence.pdfkillingcamp longest common subsequence.pdf
killingcamp longest common subsequence.pdf
 
killing camp 주차장 나누기-2 topology sort.pdf
killing camp 주차장 나누기-2 topology sort.pdfkilling camp 주차장 나누기-2 topology sort.pdf
killing camp 주차장 나누기-2 topology sort.pdf
 
An Introduction to Globus for Researchers
An Introduction to Globus for ResearchersAn Introduction to Globus for Researchers
An Introduction to Globus for Researchers
 
From Software Development To Branding through Digital Marketing, IT Services
From Software Development To Branding through Digital Marketing, IT ServicesFrom Software Development To Branding through Digital Marketing, IT Services
From Software Development To Branding through Digital Marketing, IT Services
 
How AI is preventing account fraud at web scale
How AI is preventing account fraud at web scaleHow AI is preventing account fraud at web scale
How AI is preventing account fraud at web scale
 

Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 2)

  • 1. Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024
  • 3. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Adobe Marketo Engage User Group House Rules 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
  • 4. © 2023 Adobe. All Rights Reserved. Adobe Confidential. This MUG Meeting is being Recorded. ▪ To ensure that we are abiding by the MUG Code of Conduct, we are informing all user group attendees at the North America Virtual MUG meeting on February 6 at 10 am CT that this meeting will be recorded and posted on the MUG YouTube Channel to promote training, education, and future learning. ▪ If you do not wish to participate in a LIVE recorded session, please feel free to watch the recording at a later time, which will be linked after the meeting concludes, and send us any questions you may have to Advocacy@adobe.com.
  • 5. © 2023 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/north-america-virtual-mug/ ▪ 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!
  • 7. © 2023 Adobe. All Rights Reserved. Adobe Confidential. The Digital Experience Conference March 26-28, 2024 | Las Vegas and online March 25, 2024 | Preconference Innovation and inspiration are just the beginning. Uplevel your skills, spark inspiration, and make connections that empower you to drive experience-led growth. Save $200 on an in-person pass when you sign up by Feb 13th . Sign up and save at summit.adobe.com
  • 8. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Upcoming User Group Meetings Calendar (North America) DATE MUG CHAPTER FORMAT TOPIC 02-01 Seattle MUG In Person Meeting Seattle Marketo User Group: Feb 1st at Adobe HQ 02-02 Charlotte MUG In Person Meeting CLT MUG | GROUNDHOG DAY EVENT 02-06 North America Virtual MUG Virtual Meeting Elevate Your Marketing Ops: Expert Tips to Save You Time in 2024 (Part 2) 02-07 Marketo Measure User Group Virtual Meeting Marketo Measure User Group - February 7, 2024 02-07 New York MUG Virtual Meeting 'Ask Me Anything' with Inga Romanoff and Sandy Whiteman (Zoom) 02-07 Higher Education VMUG Virtual Meeting We Belong Together: Connecting Email Analytics and Web Data 02-08 Champion Office Hours MUG Virtual Meeting February 2024 Marketo Champion Office Hours 02-22 Denver MUG In Person Meeting MUG Study Group: Prep for your Business Practitioner Exam! 04-17 Atlanta MUG In Person Meeting April 2024 ATL MUG RSVP HERE
  • 9. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Upcoming User Group Meetings Calendar (International) DATE MUG CHAPTER FORMAT TOPIC 02-06 Brasil Marketo User Group Virtual Meeting Sessão de Q&A 02-06 London MUG In Person Meeting RevOps Special | Forget St Valentine, let's Report on Pipeline! 02-06 Marketo User Group Portugal In Person Meeting Everything you need to know about lead scoring 02-07 Netherlands MUG In Person Meeting Netherlands-Belgium MUG at Planon's Innovation Campus 02-07 Japan MUG - KANSAI In Person Meeting KANSAI MUG - お客様に寄り添うコンテンツ制作のポイント 02-15 Japan - Marketo Foundation MUG In Person Meeting 世界のAdobe Marketo Engage Champion 山田たいしから学ぶ「マーケティング担当 者の基本動作」@東京 02-21 India Virtual MUG Virtual Meeting Deep Dive into Adobe Marketo Engage and CRM Integration 02-22 Sydney Marketo User Group In Person Meeting Elevate Your Career in Sydney: Discover the New Horizons with Adobe Marketo! 02-22 Japan MUG In Person Meeting レガシー製造業の皆さん集まれ!製造業のマーケターがぶつかる壁あるあるとその乗 り越え方 02-29 Paris MUG Virtual Meeting Unlocking Marketo's Potential: Beyond Native Integrations - Virtual User Group 03-06 Auckland Marketo User Group In Person Meeting Personalisation, Pineapple Awards and Prizes RSVP HERE
  • 10. Our Speakers Speaker Topic Chloe Pott Templates outside of a MAP Lucas Machado Folder Structure, Organization, Tokens Courtny Edwards-Jones Naming Conventions with Program ID/Form ID Sydney Mulligan Monitoring Reports
  • 11. Templates outside of a MAP Chloe Pott, Marketing Operations Lead, Lokalise
  • 12. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Hi, everybody 👋👋 🌎 American expat 󰏃 France is my home 󰔡 Two kids who keep me young 🧠 Psychology & French 👥⚙💻 Marketing Operations has been my jam for close to 15 years 🎖💙 Helping folks be more efficient using processes and technology Chloe Pott Marketing Operations Leader Lokalise
  • 13. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Request forms
  • 14. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Data // List Imports
  • 15. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Campaign Categorization
  • 16. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Decision Frameworks
  • 17. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Overall goal for templating anything ▪ Keep things clean ▪ Easy to find ▪ Increase self sufficiency of everyone
  • 18. Folder Structure, Organization, Tokens Lucas Machado, Marketing Automation Specialist, RP
  • 19. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Introducing me 🎓 Academic Background: Specialized in Applied and Computational Mathematics. 💻 Tech Toolkit: Skilled in Python, Javascript, and adept with APIs. 🧩 Problem Solver: Passionate about challenges and puzzle-solving. 🌎 From: São Paulo, Brazil. 🥦 In the kitchen: Proud vegetarian 💣 In my life: Very chaotic, that is why I use a background Lucas Machado Marketing Automation Specialist Revenue Pulse (RP)
  • 20. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Ground Rules 1. Go from Macro to Micro 2. Keep on the top the things you will use the most 3. A folder can only contain one “type of thing”: a. Folders b. Programs (of one specific type) c. Assets (of one specific type) d. Smart Campaign 4. Maximize Token efficiency!
  • 21. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Getting started Have a Active Marketing Initiatives folder at the top - Brand/company related tokens and year token Create folders in the same level for Templates, Operations, Learning/Testing and Archive Inside Active Marketing Initiatives create folders for each initiative type (Webinars, Events, Emails, Engagement, etc) - Program type related tokens
  • 22. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Going deeper Inside each program type folder you can use different approaches It is always recommended to have time defined folders (for year and quarter/month) You can have folder levels to split by brand, audience type or region, whichever will maximize efficiency Keep the same structure for all program type folder
  • 23. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Finding the right balance Each organization has its own reality and needs If you over engineer your marketo structure it might take too long to get to the right program If you under engineer it can make it hard to find programs and lead to inefficiency with tokens Design your folder structure thinking of the future (not 10 years, but 3~4 years)
  • 24. Naming Conventions with Program ID/Form ID Courtny Edwards-Jones, Marketing Operations Manager, Zuora
  • 25. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Introductions I live in Manchester, UK ‘Music Capital of the UK’ MA International Development - Peace & Conflict Studies Worked in Sierra Leone “Fell into” Marketing Operations MarTech, integrations, organizational change mgmt, project mgmt, analytics 2024 Goals: Run - Couch to Eras Tour Read 25 books Learn Python Courtny Edwards-Jones Marketing Operations Manager Zuora
  • 26. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Why have a naming convention? ▪ Consistency ▪ Organization ▪ Efficiency ▪ Clarity ▪ Scalability ▪ Analysis & Reporting ▪ Compliance & Governance
  • 27. © 2023 Adobe. All Rights Reserved. Adobe Confidential. FY24Q1_NOAM_FMM_WBN_BPO_REV_NB_IBM_1234_Example CAMPAIGN NAMING CONVENTION Fiscal Year & Quarter Region Requester Campaign Type Motion Business Group Short Description Marketo Program ID “_” Underscores separate each attribute “-” Dashes are used to indicate a space within an attribute Fiscal Year/Qtr Region Requesting Team Campaign Type Business Group Product Motion Partner Marketo Program ID Short Description 2024/1 NOAM Field Marketing Webinar BPO Rev New Business IBM 1234 This is an Example Product Partner Anatomy of a naming convention
  • 28. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Do yourself a favor … include Program ID ▪ This unique code is available in the browser URL ▪ 1st - Create the program 2nd - Copy from the URL 3rd - Edit the program name to include the 4 or 5 digit Program ID ▪ Can include it in the prefix area of naming convention - others as a suffix to the description ▪ Include before you sync to your CRM ▪ Update campaign name generator
  • 29. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Benefits of adding the Program ID ▪ Easy to search and find in your program tree, or when building smart list or flow steps (ie. looking at program membership or adding emails into a flow)
  • 30. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Benefits of adding the Program ID ▪ Streamlines reporting ▪ Many platforms require the Program ID to sync metrics or program member statuses
  • 31. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Form IDs ▪ Asset IDs (ie. Form IDs) are separate from the Program ID ▪ Many of the same benefits - efficiencies and less chance for error ▪ Great if using 3rd party tool for asset creation
  • 32. Monitoring Reports Sydney Mulligan, Co-founder, Emmie Collective
  • 33. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Introductions I live in New York City with 2 small kids, my husband, and sometimes Taylor Swift. Accidentally majored in Marketing Operations before that was a thing - dual degree in PR and Computer Science Co-founder of EMMIE Collective, a MOPs agency for freelancers My goal for this year is to perfect my chocolate chip cookie recipe and memorize it I know I talk too fast and I’m sorry. Just pretend you’re watching Gilmore Girls, or watch the recording of this meeting at half speed. Sydney Mulligan Co-founder, EMMIE Collective
  • 34. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Why do I need monitoring reports? ▪ How do you know if something is broken today? ▪ Don’t wait for your SDRs to yell at whine to know there’s a problem ▪ Be proactive! Get promoted ▪ No lead left behind
  • 35. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ “Zero Out” reports - if everything is working, these reports should be empty ▪ Always have a Default choice - no silent failures ▪ Create Smart Lists that would qualify something you don’t want to happen ▪ Ask yourself: “how do I know it’s working?” then build a list to check for the opposite
  • 36. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ “Zero Out” reports - if everything is working, these reports should be empty ▪ Always have a Default choice - no silent failures ▪ Create Smart Lists that would qualify something you don’t want to happen ▪ Ask yourself: “how do I know it’s working?” then build a list to check for the opposite
  • 37. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ “Zero Out” reports - if everything is working, these reports should be empty ▪ Always have a Default choice - no silent failures ▪ Create Smart Lists that would qualify something you don’t want to happen ▪ Ask yourself: “how do I know it’s working?” then build a list to check for the opposite
  • 38. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ “Zero Out” reports - if everything is working, these reports should be empty ▪ Always have a Default choice - no silent failures ▪ Create Smart Lists that would qualify something you don’t want to happen ▪ Ask yourself: “how do I know it’s working?” then build a list to check for the opposite
  • 39. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ Smart List subscriptions are hard to check at a glance ▪ Create a Person Performance Report summarized by Email Address - the report will only add an attachment if people qualify ▪ If you use Slack, you can easily create an email alias that sends messages to a Slack Channel. Send your reports here for collective monitoring and collaboration. ▪ Add Notification Subscriptions to the same channel!
  • 40. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ Smart List subscriptions are hard to check at a glance ▪ Create a Person Performance Report summarized by Email Address - the report will only add an attachment if people qualify ▪ If you use Slack, you can easily create an email alias that sends messages to a Slack Channel. Send your reports here for collective monitoring and collaboration. ▪ Add Notification Subscriptions to the same channel!
  • 41. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ Smart List subscriptions are hard to check at a glance ▪ Create a Person Performance Report summarized by Email Address - the report will only add an attachment if people qualify ▪ If you use Slack, you can easily create an email alias that sends messages to a Slack Channel. Send your reports here for collective monitoring and collaboration. ▪ Add Notification Subscriptions to the same channel!
  • 42. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Proactive Monitoring Reports ▪ Be thoughtful about what subscriptions you set up - keep it limited to critical, actionable errors to avoid alarm fatigue ▪ Create a system for shared responsibility with members of your team for who is checking these and following up on errors ▪ Discourage leadership or non-technical team members from being part of this channel - if they don’t understand the error messages, it’s easy for them to panic
  • 44. Closer slide – end every presentation with this (after deleting this note)
  • 48. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Title and content – Light airy. Header: Adobe Clean ExtraBold, 28pt ▪ Bullet 1 – Adobe Clean SemiLight, 22pt ▪ Bullet 2 – Adobe Clean SemiLight, 20pt ▪ Bullet 3 – Adobe Clean SemiLight, 18pt This is the new 2020 content slide The text area is smaller and the bullets are spaced further apart by default to encourage better readability and more of a clean, open and airy look. Rather than reduce the point size, try to reduce the amount of content on each slide so that the whole slide can be read in under 10 seconds.
  • 49. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Content slide (Legacy light). Header: Adobe Clean ExtraBold, 28pt ▪ Bullet 1 – Adobe Clean SemiLight, 22pt ▪ Bullet 2 – Adobe Clean SemiLight, 20pt ▪ Bullet 3 – Adobe Clean SemiLight, 18pt This layout is meant to be backwards compatible with the previous template so that minimal rework is needed when transferring legacy content over. Going forward, try to use the next layout (2020 Light or Dark) for presented slides.
  • 50. © 2023 Adobe. All Rights Reserved. Adobe Confidential. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Title and content – Dark airy. Header: Adobe Clean ExtraBold, 28pt ▪ Bullet 1 – Adobe Clean SemiLight, 22pt ▪ Bullet 2 – Adobe Clean SemiLight, 20pt ▪ Bullet 3 – Adobe Clean SemiLight, 18pt This is the new 2020 dark content slide The text area is smaller and the bullets are spaced further apart by default to encourage better readability and more of a clean, open and airy look. Rather than reduce the point size, try to reduce the amount of content on each slide so that the whole slide can be read in under 10 seconds.
  • 51. © 2023 Adobe. All Rights Reserved. Adobe Confidential. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Content slide (Legacy dark). Header: Adobe Clean ExtraBold, 28pt ▪ Bullet 1 – Adobe Clean SemiLight, 22pt ▪ Bullet 2 – Adobe Clean SemiLight, 20pt ▪ Bullet 3 – Adobe Clean SemiLight, 18pt This layout is meant to be backwards compatible with the previous template so that minimal rework is needed when transferring legacy content over. Going forward, try to use the next layout (2020 Light or Dark) for presented slides.
  • 52. Agenda Speaker Name Section Time John Reese Analyzing Data in the Field 9:00a-9:30a Joss Carter Governance and Regulations 9:30a-10:00a Harold Finch Data Aggregation via Alt Sources 10:00a-11:30a Break 11:30a-12:30p Carl Elias Networking and Organization 12:30p-2:00p Zoe Morgan Customer Loyalty 2:00p-4:00p
  • 53. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Agenda slide Either reuse the agenda slide above, or: 1. Choose the Agenda Layout from the Layout menu 2. Click the icon to insert a new table 3. The table will come in like this due to limitations of PowerPoint table defaults: 4. Click the table and choose the Table Tools>Design menu 5. First pick a pen color (far left gray second from the bottom is a good start) 6. Pick a size (1/2 pt is usually enough) 7. Choose “No Borders” from dropdown to clear all borders 8. Choose “Inside Horizontal Border” 9. Make the header row Adobe Clean ExtraBold 2 3 4 5 6 7 8 1
  • 54. © 2023 Adobe. All Rights Reserved. Adobe Confidential. How to save this as a template within PowerPoint 1. Click the File Tab (With this template open) 2. Choose Save As 3. Leave the Location Field Alone 4. In the “Save as type” dropdown, choose PowerPoint Template (*.potx) 5. Click Save
  • 55. © 2023 Adobe. All Rights Reserved. Adobe Confidential. How to change layouts To change a slide’s layout (Mac or Windows): 1. Make sure you are in the Home tab 2. Click the Layout button 3. Select a Layout To change a slide’s layout (Windows Only): 1. Right-click the slide thumbnail 2. Mouse-over Layout 3. Choose the layout you want for that slide
  • 56. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Single image with title
  • 57. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Full bleed image – No title required
  • 58. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Image on right ▪ Text goes here
  • 59. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Tall column image on right ▪ Text goes here
  • 60. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Two columns: Images with headers Column Title 1 Column Title 2
  • 61. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Two columns: Images with headers and descriptive text Descriptive text goes here. Keep this to a bare minimum so that the attention is focused on your talk track. Descriptive text goes here. Try to make sure any people in the images are as diverse as possible Column Title 1 Column Title 2
  • 62. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Three columns: Images with headers Column Title 1 Column Title 2 Column Title 3
  • 63. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Three columns: Images with headers and descriptive text Descriptive text goes here. The more columns you have the less text you should have. Text shouldn’t drop below 16 point. Reduce the amount of text instead. Images should all be a similar style and feel like they’re in the same family. Column Title 1 Column Title 2 Column Title 3
  • 64. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Four columns: Images with headers Column Title 1 Column Title 2 Column Title 3 Column Title 4
  • 65. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Four columns: Images with headers Descriptive text goes here. There should be very little text in a 4-column layout. One sentence will usually suffice. Two should be considered the max. Try to avoid going below 16pt text. Column Title 1 Column Title 2 Column Title 3 Column Title 4
  • 66. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Six-up, images only
  • 67. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Six-up, images with column titles Column Title 1 Column Title 2 Column Title 3
  • 68. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Six-up, images with titles in the middle Title 1 Title 2 Title 3 Title 4 Title 5 Title 6
  • 69. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Two columns | Bullets with icons Column Title 1 Column Title 2 When using bullets with icons, do not use text bullet points. Using separate text boxes for each bullet makes it easier to line things up. Use the gray icons for this type of slide. Do not recolor the icons. Top align single-line boxes. Icon size depends on how much text you have and how many bullets. Text shouldn’t drop below 16pt. Reduce the amount of text instead.
  • 70. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Three columns | Icons ▪ Descriptive text goes here. The more columns you have the less text you should have. ▪ Try not to have more than three bullets. ▪ Headers should not drop below 18pt. ▪ Text shouldn’t drop below 16pt. ▪ Icons shouldn’t be larger than 1.5”. ▪ Columns should be denoted by whitespace, not with divider lines. ▪ Bullet text is left justified, headers are centered to the icons. Column Title 1 Column Title 2 Column Title 3
  • 71. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Stat slide Stats should have red numbers and black text Shorten Millions to M, Billions to B, etc. 100 % $ 2.1 M $ 500 B Currency symbols should be superscript (see next slide) Units should be ~80% of the point size of the number Left justify all text 31 M 1.21G W ~ 50-6 0 Numbers are Clean ExtraBold, descriptors are Clean SemiLight
  • 72. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Creating a two column layout with an image on the right 1. Turn on Guides by right-clicking in an empty area, choosing Guides (Mac) or Grid and Guides (Win), and then Guides. 2. Drag this text box in from the right so that’s on the other side of the centerline with a little space to breathe. 3. Bring in an image and place it on the right side. Make it larger than the area defined by the gridlines. 4. Double-click the image, or choose the “Format” tab. 5. Select the crop tool right next to the height/width fields and use the black handles to crop the image to fit the 6” tall by 6.67” area defined by the guides.
  • 73. © 2023 Adobe. All Rights Reserved. Adobe Confidential. Tall right column The image may also go off the top of the slide, but the slide title must be short enough so it does not overlap. Here’s another way to get the size exact: 1. Roughly crop the image to the right-hand content area plus the top header area. 2. Right-click the image and choose “Format Picture”. 3. In the Format Picture pane on the right, choose the “Picture” icon (last one on the right), and roll down the “Crop” section. 4. Set the Crop Position values to Width (6.67”), Height (7.05”), Left (6.67”), Top (0”).