By Michelle Miles January 17, 2019

10 Time-Saving Marketo Hacks

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:

Carey Picklesimer, Director of Consulting

Carey Picklesimer, Director of Consulting

Two tips:

  1. “If you have a webinar or event with multiple emails in support of them (such as several invite emails), use Email Send channel emails within the program. These can act as nested programs and allow you to have program level tokens (such as event details and description), as well as email program tokens, such as custom tokens that might change within each specific emails, such as tracking links.”
  2. “Include the form embed code within the form name. If the form embed code is 1590, name the form ‘CONTACT-FORM-1590.’ Also, include the Program ID in the Program Name, otherwise not all of the information in the extracted Activity Log is usable.”
Hilary German, Consultant

Hilary German, Consultant

“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.”

Anna Leary, Senior Consultant

Anna Leary, Senior Consultant

“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.”

Lindsay Kahn, Solutions Architect

Lindsay Kahn, Solutions Architect

Three shortcuts that have made my job easier:

  1. “Use snippets and tokens in your emails. Snippets make great footers! And remember to always check the text version, too—that goes for both the emails and the snippet.”
  2. “Include tokens in your scoring campaigns.”
  3. “Having a master email template with a large range of modules that you can turn into multiple smaller templates saves you time and helps streamline templates.”
Crystal Pacheco, Web Integrator

Crystal Pacheco, Web Integrator

“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.”

Kate Harmon, Senior Consultant

Kate Harmon, Senior Consultant

“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.”

Justin Norris, Director of Solutions Architecture

Justin Norris, Director of Solutions Architecture

“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!

Michelle Miles

VP of Consulting Services at Perkuto | Marketo Champion

Marketo Certified Solutions Architect and MBA. Passionate about solving marketing automation challenges and process optimization. Two energetic children.

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