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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 ☺)
@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
stream
• Why? Allows you to produce
and verify the end user
experience
@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
• Channel Tags and Program
Success
• 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 ROI to assess true value of programs
• Why? Tells you which programs are providing a good return and which ones
aren’t
OKBAD GOOD
Pipeline created (multi-touch) / total cost
@uberflip#MAHacks
Hack #10
• Set up ad channels and
campaigns as programs
• Why?
• Measure revenue attribution
• Compare to other channels
Example:
Channel Type = Pay-per-click
Channel = Google
Campaign = Heathcare
Region = US
@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
Example: {{my.EventDate}}
@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
BeforeAfter
@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
@uberflip#MAHacks

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