Quick Wins in Marketo: Big Impact, Small Effort!
We all know Marketo’s power lies in its ability to deliver highly customized solutions. But let’s be real—sometimes that power can feel overwhelming or time-consuming. What if you could make a significant impact with just a few small, simple tweaks?
Read More
Salesforce Dashboards for Data Cleanliness: It Ain’t Gonna Clean Itself
Remember in the last blog when we cringed at bad data in Marketo? Well, buckle up because Salesforce is no different. Your CRM might look shiny on the outside, but if your data’s trash, so are your reports. And guess what? It’s on you to fix it. But fear not—I’ve got the tools and dashboards […]
Read More
How to Maintain Data Integrity in Your Marketo Database
The Cringe-Worthy Question Ask any Marketing Ops, Sales Ops, or Biz Ops person: “How clean is your data in your database?” This question often triggers a cringe. We all want clean data, and we set up our systems to achieve it. However, bad data is like bacteria—it’s everywhere. In this blog, I will share systems […]
Read More
Marketo Forms: Customizing Your User’s Experience
Marketo Forms Marketo forms allow you to customize the journey of your users. First, you can choose what fields you are going to show. In the example below, I show how you can use hidden fields. On the right side you will see that form prefill is enabled for the Is Customer? field. This means […]
Read More
Marketo’s Opportunity Influence Analyzer
What is the Opportunity Influence Analyzer in Marketo? One of my favorite reporting tools in Marketo is the Opportunity Influence Analyzer. This amazingly cool analytics tool allows you show interactions of people associated with an account that has opportunities. This tool allows you to tell the story of an opportunity. How Do I Create an […]
Read More
Marketo | How to Use the Import Program Function
Let’s say you have a fairly new Marketo instance or an instance that doesn’t have everything built out. You’re new. You have limited resources like most Marketing Operations teams. What can you do? You can hire a Marketo consultant. If you have the funds to do it, it’s always a good idea. Consultants can clean […]
Read More
Your Marketo Nurture Program Isn’t Running: How to Troubleshoot
Ok, so you are creating nurture programs for your company in Marketo. You have created the engagement program. When you go back to check on it, it hasn’t run. What’s going on? How do you troubleshoot? Below are a few quick steps to check to troubleshoot the issue. Is the program on? This seems like […]
Read More
How Do I Find What Campaigns Are Using a Field in Marketo?
Ok, so you are knee-deep in Marketo. And you have a field, and you’re trying to figure out if what programs or campaigns are using it. How do you find out? First…you have to have Admin access! Go to the Admin section. Then you will click on Field Management Once you are in Field Management, […]
Read More
Marketo Filter Function
Marketo has this crazy cool filter function that allows you to quickly filter for types of programs, campaigns, etc. This can save you time and frustration if you want to search for something and you know the type of program or asset it is. Looking for a list? Click on lists and BAMMM you get […]
Read More
New iOS update will change email marketing rules
The latest Apple iOS update (#15) that rolled out in September 2021 will include new privacy options that allow users to shield their data—creating a new headache for email marketers who rely on that data to keep their advertising targeted and specific. An estimated 30 to 50 percent of your email list uses an Apple […]
Read More