🗣️ [Mentor Carla Cabaceira] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟 | Community
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jon_chen
jon_chen
Community Manager
May 23, 2024
Question

🗣️ [Mentor Carla Cabaceira] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

  • May 23, 2024
  • 13 replies
  • 6285 views

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, Carla Cabaceira (@carlacabaceira) 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 Professional (AD0-E555) exam, through to the end of the program.  

 

A little bit about your Adobe Marketo Engage Community Mentor, Carla:

 

2x certified Marketo Engage Expert

Since 2014, I have accumulated about ten years of dedicated Marketo experience, developing deep expertise in marketing automation and supporting and training global teams. I am well-versed in demand generation best practices, scoring methodology, and understanding how systems interact with each other. My work at HID has been particularly impactful, as I have implemented several automated processes, significantly enhancing lead velocity and sharing between different business units.

 

 

 

 

 

Aspirants mapped to @carlacabaceira 

 

  1. @tonitagu 
  2. Abilash Jaibaskaren
  3. Josie Groom
  4. @sunnyd 
  5. @tshewang 
  6. @kiran-3 

 

How to Participate  

  1. Aspirants’ goal is to clear their Adobe Marketo Engage Certification during the duration of the program: May 17th , 2024 – June 21st, 2024.
  2. Aspirants: Post your Questions in this thread to connect with your Mentor Carla, and your fellow Aspirant peers.  
  3. 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 Carla 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 Professional (AD0-E555) 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  

 

We're wishing you all the best as you embark on this learning journey!  

 

Cheers,  

Jon 

    13 replies

    C
    CarlaCabaceira
    New Participant
    June 21, 2024

    Section 2 of the exam - Building Assets:

    Creating and editing a snippet in Marketo is easy. Follow these steps:

    1. Creating a Snippet:

      • Log in to your Marketo account and go to the "Design Studio" section.
      • In the left-hand menu, click on "Snippets."
      • Click the "New" button and select "New Snippet."
      • Name your snippet and choose a folder for it, then click "Create."
      • Add your desired content (text, images, etc.) in the Snippet Editor.
      • Click "Save" to finalize your snippet.

    2. Editing a Snippet:

      • Go to the "Design Studio" and click on "Snippets."
      • Find the snippet you want to edit and double-click it.
      • Make your changes in the Snippet Editor.
      • Click "Save" to apply the changes.
      abilashbaskaren
      abilashbaskaren
      New Participant
      June 28, 2024

      Thanks Carla. This has been a really engaging learning program. 

      tshewang
      tshewang
      New Participant
      June 18, 2024

      Hi @carlacabaceira 

       

      Since we only get 20 active segmentations, do you have any tips or tricks for creating and using segmentations?

       

      Thanks,

      C
      CarlaCabaceira
      New Participant
      June 19, 2024

      Hi @tshewang .

      Regarding your question:

      Q- Since we only get 20 active segmentations, do you have any tips or tricks for creating and using segmentations

      A- That's definitely a limitation. You can add up to 100 segments to each, so consider combining data for active segmentation. Prioritize them by identifying the segments that offer the highest value and aligning them with the company's marketing goals. 

      Some examples:

      Product/Service Interest

      Lifecycle Stage

      Region/Country

      Industry/Region

      Referral Source

       

      Thank you,

      Carla

        tshewang
        tshewang
        New Participant
        June 22, 2024

        Thank u @carlacabaceira

        C
        CarlaCabaceira
        New Participant
        June 17, 2024

        Monday Quiz - June 17th

        Today, we will have two related quizzes:

         

        Q1- When should you use a local asset over a global asset?

        a) When the asset needs to be customized for a specific program
        b) When the asset will be used across multiple programs
        c) When the asset is part of a template
        d) When the asset needs to be updated frequently across all programs

         

        Q2- Where can you find global assets within Marketo Engage?

        a) In the Design Studio
        b) In the Analytics Tab
        c) In each individual Program
        d) In the Marketing Activities section

         

        1. @Tonita 
        2. @abilashbaskaren 
        3. Josie Groom
        4. @SunnyD 
        5. @tshewang 
        6. @Kiran 

        Thank you!

        Carla

          tshewang
          tshewang
          New Participant
          June 18, 2024

          Hi @carlacabaceira 

           

          The answers are given below: 

           

          Q1. Ans: a) When the asset needs to be customized for a specific program

          Q2. Ans: a) In the Design Studio

           

          Thanks!

          C
          CarlaCabaceira
          New Participant
          June 19, 2024

          @tshewang ,

          Both answers are correct.

          Thank you for participating

           

          Carla

          C
          CarlaCabaceira
          New Participant
          June 14, 2024

          Hello everyone, I hope this Friday finds you well.

          I'm missing participation from most of the people on the team. 

          Please let me know how I can help facilitate your learning path to take this exam. What topics are you struggling with? I'm here to help 🙂

           

          Here's some information on visibility rules for forms:

           

          Dynamically Toggle Visibility of a Form Field

           

          Marketo forms have a great feature that lets you dynamically show or hide form fields based on user input. This means you can make additional fields appear only when needed, which makes the form cleaner and more user-friendly. For example, you can set it so that a "State" field appears only if the user selects "United States" as their country.

          To set this up, you use Marketo's form editor. Select the field you want to control and create visibility rules based on other fields' values. For instance, set a rule that shows the "State" field only when "United States" is chosen in the "Country" field. This way, the form adapts to user choices, making it more relevant and easier to complete.

           

          More information find it here:

          Dynamically Toggle Visibility of a Form Field | Adobe Marketo Engage

           

          1. @Tonita 
          2. @abilashbaskaren 
          3. Josie Groom
          4. @SunnyD 
          5. @tshewang 
          6. @Kiran 
            abilashbaskaren
            abilashbaskaren
            New Participant
            June 18, 2024

            Is there a way to insert Personalisation token in a header banner Image text? I just have a basic understanding that it can be achieved by adding HTML code and overlaying the text elements on the image element. 

            C
            CarlaCabaceira
            New Participant
            June 19, 2024

            Hi @abilashbaskaren 

            Regarding your question:

            Q- Is there a way to insert a Personalisation token in a header banner Image text?

            A- I did some research, and I found this step-by-step process; I haven't tried it, so if you end up using this possible solution, please let the team know 🙂

            Link to doc: https://docs.google.com/document/d/1UNMOL7_33UPJl8EpToDmGrJA2f1jfEAcPxWhqCIXPkE/edit?usp=sharing

             

            Thank you,

            Carla

              C
              CarlaCabaceira
              New Participant
              June 12, 2024

              Happy Wednesday everyone!

              1. @Tonita 
              2. @abilashbaskaren 
              3. Josie Groom 
              4. @SunnyD 
              5. @tshewang 
              6. @Kiran 

              Q: What are smart campaign flow steps?

              A: Smart Campaign flow steps are the actions that Marketo will execute on leads that qualify for the campaign.

              These steps determine what happens to leads once they meet the campaign's Smart List criteria.


              Understanding and effectively utilizing Smart Campaign flow steps is essential for automating and optimizing your marketing efforts in Marketo Engage. Familiarize yourself with the different flow actions, learn how to use tokens and conditional steps, and always test and monitor your campaigns to ensure they deliver the desired outcomes. 


              Here are a few flow actions:

              Flow Actions:

              1. Send Email: Sends an email to the qualified leads.
              2. Change Data Value: Modifies the value of a field on the lead record.
              3. Add to List: Adds the lead to a static or dynamic list.
              4. Remove from List: Removes the lead from a static list.
              5. Change Program Status: Updates the lead's status within a program.
              6. Wait: Pauses the flow for a specified amount of time before proceeding to the next step.
              7. Request Campaign: Requests another campaign to run on the lead.
              8. Score: Adjusts the lead score by a specified amount.
              9. Change Owner: Changes the owner of the lead in CRM.
              10. Sync Lead to SFDC: Synchronizes the lead with Salesforce (if integrated).
                tshewang
                tshewang
                New Participant
                June 13, 2024

                Happy Wednesday @carlacabaceira 

                 

                That's a great explanation about Flow Steps. My personal favorite is using tokens in the Flow Step to further automate our smart campaigns.

                C
                CarlaCabaceira
                New Participant
                June 10, 2024

                Happy Monday everyone,

                Here's our quiz:

                1. Email Marketing

                What is the primary function of a Smart Campaign in Marketo?

                • A) To create email templates
                • B) To automate marketing activities and workflows
                • C) To generate reports
                • D) To manage user roles and permissions
                1. @Tonita 
                2. @abilashbaskaren 
                3. Josie Groom
                4. @SunnyD 
                5. @tshewang 
                6. @Kiran 
                  tshewang
                  tshewang
                  New Participant
                  June 12, 2024

                  Hi @carlacabaceira 

                  Answer: B) To automate marketing activities and workflows

                  C
                  CarlaCabaceira
                  New Participant
                  June 12, 2024

                  Thank you for your engagement, @tshewang; your answer is correct!

                   

                  B) To automate marketing activities and workflows

                    tshewang
                    tshewang
                    New Participant
                    June 9, 2024

                    Hi @carlacabaceira 

                     

                    Question: We have a drip campaign that uses the Default Program with smart campaigns to send multiple emails at irregular cadence, e.g. 1 day, 3 days, 5 days, etc. We prefer sending these emails in the recipients' time zones, but smart campaigns don't have that option. In this case, do you have any workarounds?

                    C
                    CarlaCabaceira
                    New Participant
                    June 10, 2024

                    Hi @tshewang 

                     

                    You'll have to set the flow steps on the send smart campaign based on the region or country to send it to at a certain time.  On the schedule tab, send it to the earliest region; in the attached image, you can see the earliest is APAC.

                    example: 

                    Hope this helps,

                    Let me know

                    Thank you,

                    Carla

                      tshewang
                      tshewang
                      New Participant
                      June 12, 2024

                      Hi @carlacabaceira 

                      Yes, it makes sense. So if I have three time zones, I'd have to add three Send Email flows with Wait Steps for each email in the drip campaign.

                       

                      Thanks!

                      C
                      CarlaCabaceira
                      New Participant
                      June 3, 2024

                      Hi everyone,

                       

                      1. @Tonita 
                      2. @abilashbaskaren 
                      3. Josie Groom
                      4. @SunnyD 
                      5. @tshewang 
                      6. @Kiran 

                      To start, we will have a simple quiz.  I will be posting questions and best practices throughout the week. Please let me know which one is the correct answer.

                      Which program types would you use to create a new channel for lead nurture?

                      a. Default
                      b. Event
                      c. Engagement
                      d. Email

                       

                        tshewang
                        tshewang
                        New Participant
                        June 4, 2024

                        Answer: a. Default
                        @carlacabaceira 

                        C
                        CarlaCabaceira
                        New Participant
                        June 4, 2024

                        @tshewang ,

                        Thank you, is not a. Default, give it another try

                        C
                        CarlaCabaceira
                        New Participant
                        June 2, 2024

                        Welcome to the Mentorship Program! I'm super excited to help you all on this journey! Feel free to ask me any questions as they come up. I'll also be posting resources and a quiz every Monday related to Adobe Marketo Engage Professional (AD0-E555)

                         

                        1. @Tonita 
                        2. @abilashbaskaren 
                        3. Josie Groom
                        4. @SunnyD 
                        5. @tshewang 
                        6. @Kiran 

                        My quizzes and questions will start with:

                        Section 1: Building and managing programs (39%)

                        • Identify when to use each of the 4 program types.
                        • Identify why/when to use the event program.
                        • Identify why/when to use the default program.
                        • Identify the special features of engagement program.
                        • Identify the special features of email program.
                        • Recognize what can be cloned.
                        • Identify the benefits of custom tags.
                        • Identify the purpose of channels.
                        • Describe the importance of Period Costs.
                        • Recognize the concept of using lead scoring.
                        • Understanding Communication limits.
                        • Recognizing program membership and acquisition.
                        • Understanding customer preferences (subscription, communication).
                        • Apply best practices for review prior to launch.

                        Kind regards,

                        Carla

                          tshewang
                          tshewang
                          New Participant
                          June 6, 2024

                          @carlacabaceira  Since we're discussing about the programs this week, is Default Program (with smart campaigns) the only way to build a nurture campaign if we want people to re-enter the program after they exhaust the content and don't convert?

                           

                           

                          C
                          CarlaCabaceira
                          New Participant
                          June 6, 2024

                          Hi @tshewang , 

                          Not sure if this answers your question:

                          For the engagement program, if a lead exhausts content, you can add additional emails to the program, and they will continue receiving the new emails.

                          If this doesn't answer your question, please explain your use case so I can give you an accurate answer.

                          Do you mean:

                          1- Adding a default program to an engagement program to manage the lead flow and cadence.

                          2- Using a default program as an email multi-touch program, using smart campaigns to determine when to send/resend the emails? Are you trying to send the same emails to leads who didn't convert from the emails you sent? 

                           

                          Thank you,

                          Carla

                            SunnyD
                            SunnyD
                            New Participant
                            May 31, 2024

                            Happy Friday, everyone! 

                             

                            It's been a short holiday week here in the US, so I feel like I'm already behind. Today I tried to access the AME Professional Exam Prep Guide that @jon_chen linked to from the into email and I am getting a 404 error. I just noticed that I also get a 404 from the overview page. Has anyone else been able to access it? I can see the guide for the Business Practitioner exam, but not Professional. 

                            C
                            CarlaCabaceira
                            New Participant
                            June 2, 2024

                            Hi Sunny,

                            I'm getting the same error,  I reached out to Jonathan Chen for more details. I will get back to you as soon as I have more details. If this is resolved, please let me know

                             

                            Thanks

                            Carla

                            SunnyD
                            SunnyD
                            New Participant
                            June 4, 2024

                            Hi all - I was just able to access the guide -- if anyone else has trouble accessing it, please add a note to this thread. 

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