By Michelle Miles January 17, 2019
It’s happened to all of us who use Marketo. We’ve gone through the training, we work in the platform and we feel like we have a pretty good grasp on the most effective way to handle campaigns. And then one day, a colleague comes along and says, “Hmmm, why are you doing it that way? You should just do it like this!”
And in that aha moment, we’re working smarter, not harder. That one little tip that seems so common sense to our coworker, colleague or consultant can completely transform the way we tackle a task in Marketo. Insights like these can save us valuable time and stress.
So what are some of the best Marketo hacks–the best ways to save time and use Marketo more effectively? To answer this question, we went straight to the experts: Perkuto’s consultants, who are intimately aware of all aspects of Marketo because they work in it all day every day, helping our clients optimize their marketing operations and improve revenue.
Here’s what they had to say:
“I really like the tip from the Perkuto email editor guide about pasting content. This is something that I didn’t know as an in-house marketer, and it saves a lot of time. When copying and pasting content into your email, simply use [SHIFT+CTRL+V] on a PC or [SHIFT+CMD+V] on a Mac to get perfect results.”
“One of the most efficient ways to cut down on build time of a program that remains pretty consistent from month-to-month, is creating a folder in your Marketing Activities and building a program template for each type of program you build on a frequent basis—whether that’s a newsletter, webinar, or live event. On top of that, and to really increase efficiency, you can add program level My Tokens that can include anything from an email address all the way to email body copy. Editing these at the program level in a My Token allows you to edit everything in one place and never really have to worry about going directly into the asset itself to edit.”
Three shortcuts that have made my job easier:
“If you edit an email template or landing page template and you need to update existing emails or landing pages associated with the template, go into Design Studio, click on ’emails’ or ‘landing pages,’ sort the list from A-Z for templates, and find the template you edited. Click to select the email or landing page row, hold shift and click to highlight all the emails or landing pages associated with the template, and click approve to mass approve landing pages or emails.”
“If you ever need to check the status of the Marketo-SFDC integration, this ‘backdoor’ Marketo link has been a lifesaver for me over the years. https://app-sjh.marketo.com/supportTools. All the client needs to do is replace the character(s) after app-sj with characters unique to their instance, for example: https://app-sjxyz.marketo.com/supportTools.”
“Before building reports in Marketo or Bizible, it’s essential to be crystal clear on your goals, the questions you’re trying to answer or the problems you’re attempting to solve. What story do you want to tell? What decisions will be made as a result? Too often these fundamentals are poorly thought out ending in frustration and incremental time spent on generating new reports.”
Is there a Marketo tip or hack that have saved you time (or saved your sanity?) By all means, please share in the comments!