🗣️ [Mentor Josh Hill] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

Anyone have Program Cost or RCE questions that were challenging during a practice exam?

Answering the first part:

Operational Procedure for Lead Routing in Adobe Marketo for Multiple Countries

Working with Sales Team and other stakeholders Define the Goal

To effectively route leads from multiple countries to the appropriate sales teams using Adobe Marketo's features like smart campaigns, scoring tokens, and segmentations.

 Create custom fields to store lead scores,  and create tokens for each scoring category. For example:

     - {{my.Behaviour Score}}

     - {{my.Demographic Score}}

     - {{my.Geographic Score}}

   - For each token, establish rules based on lead actions and attributes. For example:

     - {{my.Behaviour Score}} increases by 10 for form submissions.

     - {{my.Demographic Score}} increases by 20 for job title matches.

     - {{my.Geographic Score}} increases by 30 for leads from preferred countries.

Create Segmentations

   - Determine the segments based on geographic regions (e.g., North America, EMEA, APAC) or countries.

     - Add segments based on country-specific fields. For example:

     - Segment 1: Countries = [USA, Canada] (North America)

     - Segment 2: Countries = [UK, Germany, France] (EMEA)

     - Segment 3: Countries = [Japan, China, Australia] (APAC)

   - Save and activate the segmentation to make it available for use in smart campaigns.

Set Up Smart Campaigns for Lead Routing and create new smart campaigns for each region.

Activate Campaign Triggers such as:

     - "Data Value Changes" for lead fields.

     - If score = MQL value change status to MQL and hand off to SFDC

     - "Lead Score Changes" to capture significant scoring updates.

Use Filters for Specific Countries in a region to ensure only leads from specific countries enter the campaign. For example:

     - Country = USA, Canada for the North America campaign.

     - Country = UK, Germany, France for the EMEA campaign.

Define Flow Actions:

     - Assigning leads to the appropriate sales teams or queues.

     - Sending Sales Alert email notifications to sales representatives.

     - Changing lead statuses based on the score or geographic location.

Utilise Geographic Fields and filters

   - Use country, region, and city fields to segment leads accurately and route them accordingly.

Person score combines behavioor, demographic, and geographic scores to prioritise high-quality leads – establish MQL score level

Reporting  to track the performance of your lead routing campaigns.

   - Monitor key metrics such as lead response time, conversion rates, and sales feedback.

Optimise Scoring Rules periodically review and adjust scoring rules based on performance data and feedback from the sales team.

Update segmentations as needed to reflect changes in market focus or business strategy.

By following this operational procedure, you can efficiently route leads in  Marketo based on their geographic location and lead scores, ensuring that the right leads are assigned to the appropriate sales teams promptly. Regular discussions with sales team and stakeholders to review business needs, score or segment changes.

@vinay_kumar  Try this link: https://app.rockinfo.com/courses/248

Seemed to be 404 problems across exam prep links since Friday.

Today it works if you go  to the Architect  Certificate page. then to the exam prep

@josh_hill13   @jon_chen 

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Who are the stakeholders that could be involved?

• BDR/SDR team (we personally route leads to BDRs for scoping prior to an AE demo) , Sales team (who should leads be routed to based on what factors, any qualifying factors to book a meeting), Sales Ops team (figuring out what information needs to get passed to Salesforce and in what formatting or if it’s a tool like LeanData that needs to be implemented in Salesforce scoping that out), Digital Marketing/Web master (if something needs to be added to the website that doesn’t already exist). 

You are asked to build a click to calendar solution that allows a customer to book a time with a Sales Rep for a Demo. Which systems may be involved and which fields could be impacted?

• Systems: Marketo, Salesforce, Lead Routing + Meeting Booking tool (LeanData, Chilipiper, etc), company’s calendar systems to integrate with (Google, Outlook, etc.) 
• Fields Impacted: For us our automation qualified program & date would be impacted, lead score, contact/lead status . 

You are asked to link Leads to their GCLID by the digital ad marketing team. What steps do you go through to design the solution? What is your proposed solution? [Hint: search the community]

• Create GA & Marketo connection via LaunchPoint 
• Turn on auto-tagging in Google platforms 
• Create a GCLID Marketo custom field + map to Salesforce 
• Add a hidden field on your form to capture the GCLID value so as to add it to the person’s profile upon submission 

Let me know if you have feedback or if I'm missing things! 

Hi Vinay,

Please start with the links at the top of the thread. I urge you - and everyone - to post questions about practice exams or concepts you aren't sure about. That's the best way for me to get you help in this first stage.

Test Topic Overview

https://app.rockinfo.com/courses/playScorm/619?%2Fcourses%2FplayScorm%2F619

Also begin reviewing the Test Topics you are LEAST familiar with. I suspect that may be:

• Revenue Cycle Explorer
• RCM
• Cost Periods
• Custom Object sync with SFDC
• Velocity Scripts
• Workspaces and Partitions

Also review any System Audit blog posts, docs, or docs you created. I see they ask about that.

Hi @Josh_Hill13 and others in this Architect Mentor Program cohort.

I have been using Marketo for 5+ years and have a varied background in Marketing Operations, Marketing, and Product Design engineering.

I work in-house for MSA Safety, a global safety product manufacturer. Based in the United Kingdom, I am one of two global Marketo admins, and I lead the International - EMEA and APAC marketing operations team—a small but mighty team of three. I have gone from a team of one to new hires who have just joined in the last 2 months. Other users in the Americas, we all share one instance.

We have several integrations with Marketo at the centre, and I implemented the most recent ones myself, including Salesforce for International, last August plus OKTOPOST, ON24, CAPTELLO. I love to know how to build and they work together, as this is great for problem-solving and investigations

We do not have all the extra Marketo features for reporting and Sales Insights, so I need to find my knowledge gaps where I have not been exposed or have experience. We use PowerAutomate and SFDC for campaign, revenue, and influence reporting. Activities, emails, form fills, events, and programs are reported within Marketo.

I am looking forward to the coming weeks - summer study is like being back at school! Apart from my Marketo MCE, I haven't taken exams for decades, and the exam nerves are real!

Feel free to find me on LinkedIn: www.linkedin.com/in/zoe-forman

Thanks, Zoe