Hello Community, Welcome to the Adobe Marketo Engage Community Mentorship Program 2024! This is the featured Community Discussion thread for your Adobe Marketo Engage Community Mentor, Ashleigh Morrow (@AshleighMo), who will be here to guide and support you and your peers with your Adobe Marketo Engage questions as you prepare for your Adobe Marketo Engage Business Practitioner Expert (AD0-E559) exam, through to the end of the program. A little bit about your Adobe Marketo Engage Community Mentor, Ashleigh: A 7-year digital marketing veteran with specialties in marketing automation, strategy and data analytics. Currently leading the strategy and automation for Merkle AMER region as the Manager of Email Marketing and Automation. Certified Business Practitioner Expert and experienced in training and mentoring employees. I have a lot of experience in troubleshooting issues and cleaning up instances in addition to handling migrations from other platforms into Marketo. Over the years I've been able to gain experience in a variety of fields including the highly regulated field of Pharma. I recently became an Adobe Digital Experience Certification Program volunteer to contribute exam questions for the Business Practitioner Expert exam. I have aspirations myself to become an Adobe Marketo Engage Architect Master and a Champion. Aspirants mapped to @AshleighMo @mktoMacaque @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh How to Participate Aspirants’ goal is to clear their Adobe Marketo Engage Certification during the duration of the program: May 17th , 2024 – June 21st, 2024. Aspirants: Post your Questions in this thread to connect with your Mentor @AshleighMo, and your fellow Aspirant peers. You are all preparing for the same Certification, so feel free to use this space to share what you’re learning and collaborate! Suggested Next Steps for Aspirants: Update your Community Profile photo with your latest headshot so that you can stand out to your Mentor and Peer Aspirants. Like this thread to confirm your participation in the program Introduce yourself to Ashleigh and your Aspirant peers by replying to this Thread! Break the ice by introducing yourself (location, org/ company, etc.) and your experience with/ interest in Adobe Marketo Engage Post your Questions to this thread as you begin learning more about the Adobe Marketo Engage Business Practitioner Expert (AD0-E559) certification Test your Marketo Engage knowledge by browsing through the Adobe Marketo Engage Community Questions and taking your best shot at answering some Qs! Remember that every post / like / comment you make in your contextual thread and in the Marketo Engage Community throughout the duration of the program helps increase your chance to be recognized by your Mentor and win exclusive Adobe swag, so bring your best efforts! Quick links Mentorship Program Link Adobe Marketo Engage Certifications Overview Link Adobe Marketo Engage Professional (AD0-E555) AME Professional Exam Prep Guide (requires login) Adobe Marketo Engage Business Practitioner Expert (AD0-E559) AME Business Practitioner Expert Exam Prep Guide (requires login) Adobe Marketo Engage Architect Master (AD0-E560) AME Architect Master Exam Prep Guide (requires login) We're wishing you all the best as you embark on this learning journey! Cheers, Jon

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh

New Participant

Hello and Happy Wednesday! Halfway through the week and I'm bringing you another Quiz (I will post another this week or early next).

I want to make sure we get through all of the content before the end of the program. If you are interested in taking the exam soon, you can fill out this application to receive a 50% discount on your exam fee.

At the end of next week I will be nominating one of you to receive a free test voucher so please make sure you are getting your engagements in (Comment on posts, Start a Post with a question or a problem you are having at work, etc.)! As always, answer honestly without help to assess where you are at in the process.

Quiz #3 All about Admin/Maintenance pt 2 - System Managed Fields, Syncing, Audit Trail,

True or False: System Managed Fields are editable fields created by Marketo.
Marketer ABC is testing a program before launch. They want to discover if their test lead has triggered scoring and other operational style campaigns. To easily see if the lead has run through everything, Marketer ABC should navigate to:

Person Detail Page
Lead Activity Log
Related Smart Campaigns
Database Tab

While analyzing lead data in Microsoft Dynamics Marketer XYZ noticed an error in the leads record. The Marketer has updated the field to correct the data. The newest member of the team is asking Marketer XYZ if the lead information will sync back to Marketo automatically. Marketer XYZ says that the sync is one-way and they will now need to create a smart campaign to update that information on the Marketo side. Is this true or false?
In Salesforce, there are 3 possible values for SFDC Type. Which combination is correct?

Lead, Contact, Empty
Lead, Partner, Contact
Partner, Lead, Empty
Client, Partner, Lead

You can filter in the audit trail. True or false
Which is correct about the audit trail functionality?

A history of everything that has been done in Marketo for all time
A history of everything that has been done in Marketo for a 6 month time period
A history of almost everything that has been done in Marketo for 90 days
A history of almost everything that has been done in Marketo for 6 months

Community Manager

Hi Ashleigh,

Thank you for touching on the topics of CRM integration, this is the part I feel most vulnerable.

True or False: System Managed Fields are editable fields created by Marketo. - FALSE system managed fields can not be edited, they can be copied or hidden.
Marketer ABC is testing a program before launch. They want to discover if their test lead has triggered scoring and other operational style campaigns. To easily see if the lead has run through everything, Marketer ABC should navigate to: Lead Activity Log

Person Detail Page
Lead Activity Log
Related Smart Campaigns
Database Tab

While analyzing lead data in Microsoft Dynamics Marketer XYZ noticed an error in the leads record. The Marketer has updated the field to correct the data. The newest member of the team is asking Marketer XYZ if the lead information will sync back to Marketo automatically. Marketer XYZ says that the sync is one-way and they will now need to create a smart campaign to update that information on the Marketo side. Is this true or false? FALSE Dynamic sync is 2 way but not sure if it can be automatic or not.
In Salesforce, there are 3 possible values for SFDC Type. Which combination is correct? Lead, Contact, Empty Not sure just a wild guess.😁

Lead, Contact, Empty
Lead, Partner, Contact
Partner, Lead, Empty
Client, Partner, Lead

You can filter in the audit trail. True or false TURE
Which is correct about the audit trail functionality? A history of everything that has been done in Marketo for a 6 month time period

A history of everything that has been done in Marketo for all time
A history of everything that has been done in Marketo for a 6 month time period
A history of almost everything that has been done in Marketo for 90 days
A history of almost everything that has been done in Marketo for 6 months

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh

New Participant

Quiz #2: All about Admin/Maintenance Pt 1 - User Roles, Permissions and Workspaces

Marketer ABC is starting a new job and will work closely with the platform manager at Company XYZ. Marketer DEF is setting up the user role for the new employee. The main responsibilities for ABC will be building email campaigns, landing pages, and other related programs. Which role should DEF provide for ABC?

Admin
Standard User
Web Designer
Analytics User

A marketer needs to assess their field mapping in marketo. They want to determine which fields exist and which are blocked for updates. Which role does the user need in order to access this type of information?

Marketing User
Standard User
Analytics User
Admin

True or false: You can select which permissions are allowed when you create or edit a role.
Company X is just getting started in Marketo. They have multiple products that they sell. The 4 products are different but there is an opportunity to cross-sell to their audiences using shared assets such as images and emails. They are mapping out the setup of their instance and wondering what the best setup is for them. They think Workspaces will be the best fit for their situation. True or false: They should set up their instance into 4 separate workspaces.
Which combination of assets cannot be shared across workspaces?

Email Templates, Emails, Landing Page Templates, Smart lists
Landing Page Templates, Email Templates, Snippets, Models
Email Templates, Snippets, Smart Lists, Segmentations
Smart Lists, Smart Campaigns, Snippets, Segmentation

Fun fact: While you can edit some of the roles, you cannot edit all of them. You are unable to edit Admin and Standard User Roles. If you have a unique use case for another type of user, you can create a new role entirely.

Pro Tip: Find out if your company has a policy/procedure in place for assessing user roles and permissions. There should be at minimum a policy in place to remove users from the instance after a separation (resignation, layoff, etc.) If there isn’t a policy, propose one for brownie points with your boss/HR.

Try your best to answer without any extra help! That way we can accurately assess where you are and what you may need extra help with, it's ok to not know everything.

We'll discuss these answers on Monday. I have the next quiz ready too so I will post that earlier next week so we can squeeze in 2 quizzes for extra test prep! Have a great weekend.

Community Manager

Hi Ashleigh,

This quiz is really great as it's both to the point & also tricky in term of the interpretation of the feature. Thanks for provide this.

Marketer ABC is starting a new job and will work closely with the platform manager at Company XYZ. Marketer DEF is setting up the user role for the new employee. The main responsibilities for ABC will be building email campaigns, landing pages, and other related programs. Which role should DEF provide for ABC?

Admin
Standard User - This user role have access to all parts of Marketo except Admin section
Web Designer
Analytics User

A marketer needs to assess their field mapping in marketo. They want to determine which fields exist and which are blocked for updates. Which role does the user need in order to access this type of information?

Marketing User
Standard User
Analytics User
Admin - Field management is part of the Admin Section of Marketo, so anything related to this need to have Admin access.

True or false: You can select which permissions are allowed when you create or edit a role. TRUE
Company X is just getting started in Marketo. They have multiple products that they sell. The 4 products are different but there is an opportunity to cross-sell to their audiences using shared assets such as images and emails. They are mapping out the setup of their instance and wondering what the best setup is for them. They think Workspaces will be the best fit for their situation. True or false: They should set up their instance into 4 separate workspaces. TRUE - Images can be shared across workspaces by putting them in Default folder & Emails by cloning as local assets.
Which combination of assets cannot be shared across workspaces? - CAN NOT UNDERSTAND THIS QUESTION AS ALL 4 COMBINATIONS CAN BE SHARED ACCROSS WORKSPACES.

Email Templates, Emails, Landing Page Templates, Smart lists
Landing Page Templates, Email Templates, Snippets, Models
Email Templates, Snippets, Smart Lists, Segmentations
Smart Lists, Smart Campaigns, Snippets, Segmentation

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh

New Participant

Happy Monday Everyone! I hope you had a great weekend. If you have not answered the quiz yet, please head over to that here and drop your answers. Remember, there will be prizes for engagement and quiz answers! Once you have completed the quiz, come back to this post for the answers and more information on the topic. 😁

Here are the answers to Quiz #2: All about Admin/Maintenance pt 1 - User roles and permissions.

B - Standard User
D - Admin
True - You can select the permissions for the roles that you can create and edit. Remember that you cannot modify Admin or standard user.
False - They want to share assets across multiple products so this would not be the best option for them.
A - Email Templates, Emails, Landing Page Templates, Smart lists: This one is very tricky, on purpose. There are quite a few combinations of assets that can be shared and quite a few combinations of assets that can be cloned. It is very important to know the difference between what can be shared and what can be cloned. The test is designed to be tricky like this question.

I'm sorry that I made it tricky but I want you all to be prepared for the exam because it is designed similarly. It looks like the last one tripped up the majority here so I am sharing more information below on the topics of sharing vs. cloning across workspaces. It's important to remember that Sharing and Cloning are different actions, that is the distinction in that last question.

Sharing across workspaces:

You can share: Email Templates, Landing page templates, Models, Smart Campaigns, Smart Lists, Segmentations, Snippets (7 items)
Only assets in the parent folder can be shared, not child folders.
To share a folder you can right click, click share folder and then select the workspaces that the folder should be shared with.

Cloning across workspaces:

Programs, Emails, Landing Pages, Forms (4) items
Clone assets as local assets inside of a program.
You can drag and drop assets into another workspace (if you have appropriate access)
If you are cloning an asset that has a template, you must share the template within the workspace that you are cloning to.

Important note: If a program contains members you cannot move this program to another workspace.

Use case for workspaces: Marketing assets do not overlap/are entirely different among the spaces. One of the most common use cases is for region: North America, EMEA, APAC, etc.

Another related topic: Person Partitions - These are essentially separate databases for your leads. They do not interact with each other, meaning there is no de-duping between them and there can be overlap among the partitions. Example, I could sign up for Company A communications and Company B communications. These 2 companies could be owned by the same parent company, but operate with separate partitions. Therefore, I could receive marketing communications from both because I would exist in both of their "databases" if that is how the company has the partition set up.

There are 3 different configurations for partitions.
- 1 to 1 (one person partition to one workspace)
- 1 to many ( one workspace to many person partitions)
- many to 1 (Many workspaces to one person partition)

For more on workspaces and partitions, you can read this experience league doc by Adobe.

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh

New Participant

Hi all! Before I post another quiz tomorrow I wanted to do a quick check in for the week. How are you feeling about the exam? How is studying going and do you have any specific questions from your studies? Also, how is work going, do you have any specific questions on a project you are working on? Happy to help troubleshoot. 😀

ggerla

New Participant

Hi @ashleighmo1,

what I can find very helpful is to merge business needs and knowledge, so if I need to understand in a better context to solve a problem or find a solution, I'll double check with the documentation first, I'll look into the community, and search around the internet.

Vice versa, speaking about segmentations throughout the quiz, I've found some idea to implement in my daily job (eg.: segmentation combination, how to manage them, etc).

Some topics that came out this week in my daily routine were:

- Deliverability issues (I want 100% !!!! 😁)

- Improve and best practices for Engagement programs

- Dynamic email content vs Different emails - and how to get the best analysis outcome for email programs

- Sync improvement between Marketo and SFDC

Also, I think we can try out the mock exam in the next weeks, and see the results together. This could be totally helpful.

Community Manager

Hi,

I will also be interested to have a better understanding around Reporting & CRM Integration.

I think these 2 are the most powerful tools of Marketo & most underrated features at the same time.

Any thing around these topics will always be an addition to our knowledge.

New Participant

@mktoMacaque, @rahulsh @SyedHasan @uditmathur @ggerla @stevenchung87 @Brenda_1040 @kpsingh Good morning and Happy Friday! I have some housekeeping and additional information for you to engage with - It's Fun Fact Friday and I have a pop quiz for you all. Please reply to this thread with your answers and we will discuss on Monday.

Quiz #1: All about Segmentation

A user is looking to target leads by Job Level and is creating segmentation to support this initiative. The user has 2000 leads in the database. The breakdown is as follows: 500 have no job level, 1000 have individual contributor, 250 have C-Suite Executive, 50 have Director, 100 have VP, and 100 have manager. When the user approves the segmentation, how many will be in the Job Level segmentation?
- A - 1500
- B - 2000
- C - 250
- D - 500
Where in Marketo do you go to create segmentations?
- A -Marketing Activities
- B - Analytics
- C - Admin
- D - Database
How many segmentations can you have?
- A - 100
- B - 50
- C - 20
- D - Unlimited
What is a use case for Segmentations?/Why use segmentations instead of filters in a smart list?
- Open Ended Response Please
True or False: Leads can exist in more than one segment.

Fun Fact: You cannot modify, move or delete the default segment.

Please Note: I am OOO June 5th (wednesday) for a volunteer day locally. I will be offline cleaning up a nature preserve so I will reply to any queries on Thursday/Friday.

Last Request: Please head over to my other recent post and reply to the thread with your goals and topics of interest for the program. This will help me tailor the program to you all and ensure your needs are met with satisfaction.

Thank you all and have a great weekend!

B

BrendaPe2

New Participant

Happy Friday Everyone! My answers below:

Quiz #1: All about Segmentation

A user is looking to target leads by Job Level and is creating segmentation to support this initiative. The user has 2000 leads in the database. The breakdown is as follows: 500 have no job level, 1000 have individual contributor, 250 have C-Suite Executive, 50 have Director, 100 have VP, and 100 have manager. When the user approves the segmentation, how many will be in the Job Level segmentation? B - 2000
Where in Marketo do you go to create segmentations? D - Database
How many segmentations can you have? C - 20
What is a use case for Segmentations?/Why use segmentations instead of filters in a smart list?
- An appropriate use case for a segmentation would be to divide your database by what "Language" they speak or whether they are "Marketable" to. Segmentations should be used instead of filters in a smart list when you want to protect the logic within them and not have to update every campaign that references a smart list. Segmentations are overall categories you are divide your database into and include EVERYONE in it.
True or False: Leads can exist in more than one segment. FALSE; They can qualify for different segments but ultimately belong to one, depending on the priority order of the segments.

K

kpsingh

New Participant

Hello Ashleigh/ Everyone,

Trust you had a joyful holiday:)

Replying again on this thread, since today I have received the new ID from adobe team and I will be start again here from scratch and I hope in this program we all learn from each other.

My name is Kamal Preet Singh, and I serve as a Tech Lead at Hogarth, a WPP company. Over the past four years, I've gained valuable experience utilizing Marketo for tasks such as Event Management, lead scoring, and Email Marketing on behalf of our clients.

I'm enthusiastic about participating in this Mentorship program as I believe it will further enhance my proficiency in Marketo.

Recently, I achieved Marketo professional certification, and I'm eager to pursue the Expert certification next.

Specifically, I'm keen to deepen my understanding of velocity scripting and CRM integrations through this program.

Thank you:)

New Participant

@mktomacaque, @rahulsh @syedhasan @uditmathur @ggerla @stevenchung87 @brendape2 @kpsingh - WELCOME to the Mentorship Program for Adobe Marketo Engage! I am SO excited to be here and learn from one another. I can already tell from the intros that this will be a very exciting, engaging and thought provoking journey for us all, myself included! There is so much to know and learn about the program, like with most things. Please remember to be kind to yourselves as you embark on the journey to a higher certification, you're already a step ahead just by being here and participating. My hope with the program is that everyone will feel comfortable coming to this thread, posting their comments and questions and get everything out of this program that they are hoping.

I know some of you already dropped some of your hopes and specific topics of interest but I would love to get a comprehensive list going here so that I make sure everyone is confident and happy at the end of this program. My ask for this week...

Could you please let me know what topics you are hoping to cover? It's ok if it is a long list or if you aren't sure yet (feel free to come back to this and reply at any time)! Feel free to drop specific detailed questions/topics/examples too!
What do you want to get out of the program? I know the intent is to study and be ready to take the exam, but let's get SMART with our goals 😉. What exactly are you looking for? Are you just hoping to pass the exam? Get a high mark on the exam? Venture outside of your comfort zone and implement something new in your instance?

Lastly, Let me know what you need throughout the program, I'm here to help! I want us to learn together. While I have been in Marketo for several years and have helped to train teams, it does not mean I know everything. I am constantly trying to push myself to learn new things and stay current with new releases in the program. If I don't have an answer to one of your questions, rest assured, I will be tapping into my network to get you an answer. I have been heavily involved in Adobe for quite some time and have some great connections out there with some champions.

I will end with my own aspirations to hold me accountable:

Above all else, I want you all to walk away confident with new knowledge and new initiatives to try at work. I would love for you all to pass the exam upon completion of the program, I think that would be the biggest indicator to my success as a mentor.
I want to level up my own knowledge and take + pass the Architect Exam.
I have also applied to become an Adobe Marketo Engage Champion and hope that my efforts will be recognized by that prestigious group of individuals.

B

BrendaPe2

New Participant

Hi Ashlegih! My goals for this program can be found below:

Could you please let me know what topics you are hoping to cover? It's ok if it is a long list or if you aren't sure yet (feel free to come back to this and reply at any time)! Feel free to drop specific detailed questions/topics/examples too!

I am hoping to cover the following topics:

Identify what happened to an asset using the Audit Trail
Recognize differences between users and roles
Identify and apply the appropriate use of the PMCF
Perform and analyze an A/B test strategy
Analyze an instance’s data quality
Apply best practices around A/B testing

2. What do you want to get out of the program? I know the intent is to study and be ready to take the exam, but let's get SMART with our goals. What exactly are you looking for? Are you just hoping to pass the exam? Get a high mark on the exam? Venture outside of your comfort zone and implement something new in your instance?

At minimum, I want to pass the exam and learn more about the above topics, as they are hot topics within the team I work with. I am looking to implement more A/B testing for emails in my team and have a standard process for it as well. Being realistic with workload and how much time I am able to pledge to this program, this is how I view my SMART goal:

S - (Specific) : Pass the Expert exam

M - (Measurable) : Score at least a 38/50 (Knowing the pass score is 32/50)

A - (Attainable) : I was able to re-certify (Business Level Cert) with a near perfect score, making this the next step/level

R - (Relevant) : By attaining an Expert Certification, I will bring additional knowledge and expertise to my team

T - (Time Bound) : Pass Expert Exam by the end of the Mentorship program, Friday, June 28

B

BrendaPe2

New Participant

Hi everyone!

My name is Brenda and I am a Marketing Operations Specialist. I have just under 3 years of experience in Marketo, being the one on my team to execute campaigns such as creating landing pages, emails, custom forms, engagement/nurture orchestration, and much more. I recently renewed my Marketo Engage Business Practitioner Professional certification and decided it was time to learn more to "level up" to be more of an asset to my team. I look forward to getting to know everyone more and diving into the content! 🙂

New Participant

Hi @brendape2 - Welcome and congrats on your newest certification! Looking forward to discussing some fun topics with you all.

stevenchung87

New Participant

Hi everyone!
My name is Steven, and I'm based in New York. I work at a tech startup and have been using Marketo a lot over the past three years, from migrating from Hubspot to Marketo to building out our lead scoring model and managing our email campaigns.

Looking forward to learning from and interacting with all of you the next several weeks!

New Participant

Hi @stevenchung87 - Are you in the City? I am also in New York (upstate). Always fun to find connections "close" to me. Sounds like you already have some great experience under your belt. A migration is a great learning experience. I've gone through several in my years and it always keeps me on my toes (haha).

stevenchung87

New Participant

Hello @ashleighmo1! Yes, I'm in the city! And likewise- it's always nice meeting people nearby, especially since most of the MUG/sessions I've engaged with have been west coast based.

Multiple MAP migrations is amazing! I definitely learned a lot in a very short amount of time during the migration process, but I think I'd be ok not having to go through that again haha.

amolgunjal

New Participant

Hello Ashleigh,

Hope you are doing well and It's a pleasure to connect with you online!

My name is Kamal Preet Singh, and I serve as a Tech Lead at Hogarth, a WPP company. Over the past four years, I've gained valuable experience utilizing Marketo for tasks such as Event Management, lead scoring, and Email Marketing on behalf of our clients.

I'm enthusiastic about participating in this Mentorship program as I believe it will further enhance my proficiency in Marketo.

Recently, I achieved Marketo professional certification, and I'm eager to pursue the Expert certification next.

Specifically, I'm keen to deepen my understanding of velocity scripting and CRM integrations through this program.

Thank you:)

New Participant

Thank you for sharing @amolgunjal. I love that you provided some things you are looking to learn more about.

SyedHasan

New Participant

Hello Ashleigh, it’s great to have you as our mentor. I work as a Marketo Consultant at one of the big 4 firms in India. For quite some time, I’ve been struggling to use Velocity Script in my programs. Although I’ve used it in a very basic manner, I’m now aiming to minimize the number of emails creation in my programs using Velocity Script.

For instance, when creating an ON24 event in Marketo, I typically need to create at least 8 emails. I’m interested in reducing this count by creating a script that allows complete working with minimum emails.

Is this achievable?

Thanks,

Muneer

SyedHasan

New Participant

Hi @ashleighmo1, any thought on my query..