Are you new to your Marketo instance and already overwhelmed by the innumerable features that Marketo has to offer? Welcome to a whole new world of marketing automation where there is a lot to learn and integrate because Marketo has a lot to offer. By getting involved with Marketo, you not only increase your value to your current job but also increase your value as a marketer. If you are excited to learn about the possibilities of Marketo but also worried about how much there is to learn to fit into the Marketo world, we have a little something for you. Before you dive into your new Marketo instance, here is a quick guide to help you master it.
Do Your Homework
Before you start experimenting with Marketo, you need to learn the basics. Whether you’re working with your internal team or with a Marketo Partner, you need to get the right training prior to implementing or creating a program.
To help you get familiarized with the Marketo basics, Marketo has curated a Marketo Product Documentation. The documentation will give you a basic idea of everything you need to know related to product functionality, Marketo terminology and icons, and the quarterly release notes. Moreover, Marketo’s huge library of free training will help you better understand the core functionality. Marketo also provides you with a library of sample programs and if you have Marketo administrative privileges, you can import these sample programs and put in the right content for your needs.
Start Small And Be Patient With Yourself
Yes, we know that with Marketo, you can do a lot, but don’t get too excited and take up big projects initially or try to build a fully-fledged marketing automation engine overnight. Remember, every good thing takes time.
Pick a pilot program, use Marketo best practices to develop it, check how it works, and it proves to be a good structure, use it as a model later with new content. Also, remember that you are getting into the next big thing in marketing, marketing automation. So be patient with yourself, make a target that you want to achieve in a certain period of time without taking too much pressure, and gain it.
Engage With The Community
Marketo Community is an interactive platform where you can ask questions and clear all your doubts from expert Marketo professionals. This will help you learn about the Marketo best practices as you focus on your assets. You can access this by logging into Marketo and selecting “Community” at the top right-hand corner. You will come across marketers with similar business issues, with whom you can discuss your problems and also help them if you have a solution. By registering for a Marketo User Group, you can also meet the users of Marketo Community in real life. The Marketo Community is also loaded with educational videos and documentation, ideas for using features, and suggestions for the product roadmap.
Explore Marketo’s Four Main Areas Of Navigation
Marketo has four main navigation areas – Marketing Activities, Design Studio, Database, and Analytics through which you will create all your workflows, processes, emails, forms, and everything in between. Thus, before you completely indulge in your Marketo instance, explore and analyze the four main areas of navigation in Marketo.
Test The Core Marketo Concepts
Programs, Smart Campaigns, Smart Lists, Emails, Forms, and Landing Pages will be the starting point of your journey with Marketo and also the main areas around which you will have to work. Thus, you need to test these concepts and get familiar with them.
Keeping in mind the number of features and programs a Marketo instance carries, you need to put in extra effort and time in the initial days to flourish in your profession and also aid your business to grow. The above-mentioned suggestions will help you get started in Marketo and dominate the marketing automation industry.
