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@uberflip#MAHacks
Brian Glover
Sr. Product Marketing Manager,
Marketo @brianjglover
MARKETING AUTOMATION HACKS:
MARKETO
Hana Abaza
VP Marketing, Uberflip
@hanaabaza
@uberflip#MAHacks
Join in on
WE WILL SEND THE RECORDING.
Questions? We’ve got answers!
(At the end of the webinar J)
@uberflip#MAHacks
STICK AROUND FOR
A DEMO
@uberflip#MAHacks
Meet the Expert
Street Cred (by the numbers):
•  3 years at Marketo
•  14 years in marketing technology
•  15 years in B2B marketingBrian Glover
Marketo
@uberflip#MAHacks
Let’s get Hacking
@uberflip#MAHacks
Focus Areas
Nurturing
Revenue Attribution
Productivity
Web & Ads
@uberflip#MAHacks
Nurturing
@uberflip#MAHacks
Hack #1
•  Set content availability
•  Why? Automatically expire content without having to remove it manually
•  Examples: event invites, seasonal content
@uberflip#MAHacks
Hack #2
•  Test lead through nurture
•  Why? Shows you what
content is sent out and what
happens based on lead
actions
@uberflip#MAHacks
Hack #2
•  Test lead through nurture
•  Why? Shows you what
content is sent out and what
happens based on lead
actions
Test Stream!
Verify Transition to Next Stream!
@uberflip#MAHacks
Hack #3
•  Use Champion/Challenger for A/B testing nurture emails
•  Why? Testing ensures you have the best content going out and are getting
the best results
@uberflip#MAHacks
Hack #3
•  Use Champion/Challenger for A/B testing nurture emails
•  Why? Testing ensures you have the best content going out and are getting
the best results
@uberflip#MAHacks
Hack #4
•  Use the Engagement
Dashboard to understand how
your content is performing
•  Why? Continuous refinement
leads to better results
@uberflip#MAHacks
Hack #5
•  Enable Communication Limits
•  Why? Get better engagement and avoid unsubscribes!
@uberflip#MAHacks
Revenue Attribution
@uberflip#MAHacks
Hack #6
•  Use Program Success for
each Channel tag
•  Why? Revenue attribution is
based Program Success (i.e.
leads taking a desired action)
@uberflip#MAHacks
Hack #6
•  Use Program Success for
each Channel tag
•  Why? Revenue attribution is
based Program Success (i.e.
leads taking a desired action)
@uberflip#MAHacks
Hack #7
•  Include Period Costs on your programs
•  Why? Period costs are used to calculate ROI
@uberflip#MAHacks
Hack #8
•  Know when to use first touch vs.
multi-touch attribution
•  Why? Both are useful.
•  First touch tells you which
programs bring the right leads
into your database
•  Multi-touch tells you which
programs move the right leads
through your marketing funnel
@uberflip#MAHacks
Hack #9
•  Use multi-touch Revenue-to-Investment to assess programs
•  Why? Tells you which programs are providing a good return and which ones
aren’t
OK!BAD! GOOD!
Pipeline created / total cost!
@uberflip#MAHacks
Hack #10
•  Set up ad channels and
campaigns as programs
•  Why?
•  Measure revenue attribution
•  Compare to other channels
Screenshot
Coming on
Monday!
@uberflip#MAHacks
Productivity
@uberflip#MAHacks
Hack #11
•  Clone existing programs to create new ones
•  Why? Saves time and maintains data consistency
@uberflip#MAHacks
Hack #12
•  Use Tokens to update assets
•  Why? Saves time and
maintains consistency across
all program assets
@uberflip#MAHacks
Hack #13
•  Use Program Schedule to coordinate programs with other activities
•  Why? Prevents overlapping communications… and saves time
@uberflip#MAHacks
Hack #14
•  Use Marketo Moments to
reschedule a campaign
•  Why? Because your boss said
it’s not ready to go out and
you’re out at dinner with some
friends
@uberflip#MAHacks
Hack #15
•  Use Marketo Sales Insight to prioritize leads for reps
•  Why? Makes reps more efficient; boosts marketing credibility with sales
@uberflip#MAHacks
Web & Ads
@uberflip#MAHacks
Hack #16
•  Personalize homepage
content for ANONYMOUS
website visitors
•  Why?
•  98% of visitors are
anonymous
•  Limited time to say
something relevant
•  Keep visitors longer and get
more conversions
@uberflip#MAHacks
Hack #16
•  Personalize homepage
content for ANONYMOUS
website visitors
•  Why?
•  98% of visitors are
anonymous
•  Limited time to say
something relevant
•  Keep visitors longer and get
more conversions
@uberflip#MAHacks
Hack #17
•  Use buyer stage to personalize Web content for repeat visitors
•  Why? People come back to your website throughout the buying process, use
the opportunity to nurture them
Solutions How To BuyValidationEducationAwareness
Lead Score >10050< Lead Score <10020< Lead Score <50Known Lead Score <20Anonymous
@uberflip#MAHacks
Hack #17
•  Use buyer stage to personalize Web content for repeat visitors
•  Why? People come back to your website throughout the buying process, use
the opportunity to nurture them
@uberflip#MAHacks
Hack #18
•  Personalize website
retargeting ads
•  Why? Bring more people
BACK to your site for another
chance to convert
Before!After!
@uberflip#MAHacks
Hack #19
•  Leverage lead database segmentations for ad targeting
•  Why? More precise targeting + more personalized ads = better results/ROI
•  Use cases: Nurturing, Account-Based Marketing, Reactivation, Audience
Expansion
@uberflip#MAHacks
Hack #19
•  Leverage lead database segmentations for ad targeting
•  Why? More precise targeting + more personalized ads = better results/ROI
•  Use cases: Nurturing, Account-Based Marketing, Reactivation, Audience
Expansion
@uberflip#MAHacks
Marketo Product Docs:
https://docs.marketo.com
Marketo Resources:
https://www.marketo.com/resources/
Resources
@uberflip#MAHacks
QUESTION TIME!
Brian Glover
Sr. Product Marketing Manager,
Marketo @brianjglover
Hana Abaza
VP Marketing, Uberflip
@hanaabaza
hub.uberflip.com
FindouthowBookerdecreasedtheir
costperleadby71% withcontent.
READCASESTUDY

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