IveniumMarketing/marketo-map · Datasets at Hugging Face

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How can you cancel a scheduled batch campaign run in Marketo?	To cancel a scheduled batch campaign run, navigate to the Schedule tab of the campaign, find the scheduled run, click the 'x' next to it, and confirm the cancellation. Note: This is applicable only for future runs that have not started.
How do you cancel a scheduled recurring batch campaign run in Marketo?	Cancel a recurring batch campaign by selecting the campaign, clicking the Schedule tab, setting Schedule to 'None', and saving the changes. This stops future runs but does not affect campaigns currently in progress.
What steps are involved in deactivating a trigger Smart Campaign in Marketo?	Deactivate a trigger Smart Campaign by selecting the campaign, going to the Schedule tab, clicking 'Deactivate', and confirming the action. This prevents new entries but does not affect people already in the flow.
How can you edit qualification rules in a Marketo Smart Campaign?	Edit qualification rules by clicking the Schedule tab in your Smart Campaign, then 'Edit Settings'. You can set how often individuals run through the campaign flow: once, every time, or once every specified period.
What are the Marketo Smart Campaign Qualification Rules?	Qualification rules control how many times someone can run through the flow in a Smart Campaign. By default, even if someone triggers a Smart Campaign multiple times, they will only be sent through the flow once.
Can You provide smart campaign qualification rules example?	When you set a rule for once every day, Marketo converts that to hours. For example, if you set the rule for once per day, and a person qualifies at 10pm on a Sunday night, it can’t qualify again until 10pm Monday night. This logic also applies when using weeks or months. A month is always counted as 30 days.
How can you stop a Smart Campaign that is currently running in Marketo?	To stop a running Smart Campaign, use the 'Abort' option available in the Smart Campaign's Schedule Tab, Campaign Actions drop-down.
What happens to the Smart Campaign execution when you abort it in Marketo?	Aborting a Smart Campaign stops flow step execution immediately also stops more from happening (example: emails can’t be undelivered).
What is required to activate a trigger-based Smart Campaign in Marketo?	To activate a trigger-based Smart Campaign, ensure it's properly configured with the desired trigger conditions and actions, then use the 'Activate' button.From this moment forward, anyone who qualifies for the Smart List will go through the flow defined by your Smart Campaign.
Can a trigger-based Smart Campaign in Marketo be activated without any triggers defined?	No, a trigger-based Smart Campaign requires at least one trigger condition to be defined before it can be activated.
What is the purpose of applying communication limits to a Smart Campaign in Marketo?	Communication limits prevent over-emailing by restricting the number of times a person can be emailed within a certain period, enhancing recipient experience.Marketo blocks non-operational emails (operational emails always send).
How can you apply communication limits to a Smart Campaign in Marketo?	Apply communication limits by selecting the 'Block non-operational emails' option in the Smart Campaign's Schedule tab under Edit Settings.
What happens when a person exceeds the communication limits set in Marketo?	If a person exceeds the communication limits, Marketo blocks any further non-operational emails to that person to prevent over-communication.
How does Marketo manage inactive trigger-based Smart Campaigns?	Marketo automatically deactivates trigger-based Smart Campaigns that have been inactive for 6 months or more, after notifying the user. This includes campaigns that have not had any qualifying activities in that period.
Can you prevent a Smart Campaign from being automatically deactivated by Marketo?	Yes, resetting the 6-month inactivity counter by having a person qualify for the campaign or manually deactivating and reactivating the campaign can prevent its automatic deactivation.
What is the benefit of cloning a Smart Campaign in Marketo?	Cloning a Smart Campaign saves time by creating an identical campaign with the same smart list filters and flow steps, eliminating the need to build everything from scratch.
How do you clone a Smart Campaign in Marketo?	To clone a Smart Campaign, select the campaign, choose 'Clone' from the Campaign Actions drop-down, specify the clone destination, name the new campaign, and complete the cloning process.
How can you delete a Smart Campaign in Marketo?	To delete a Smart Campaign, navigate to your inactive campaign, select 'Delete' from the Campaign Actions drop-down, and confirm the deletion. Note that deletion is irreversible.
What should you be cautious of when deleting a Smart Campaign in Marketo?	It's important to ensure the campaign is inactive and does not have people in flow steps before deleting, as deletion is irreversible and active campaigns might still execute steps.
How does Marketo manage inactive trigger-based Smart Campaigns?	Marketo automatically deactivates trigger-based Smart Campaigns that have been inactive for 6 months or more, after notifying the user. This includes campaigns that have not had any qualifying activities in that period.
Can you prevent a Smart Campaign from being automatically deactivated by Marketo?	Yes, resetting the 6-month inactivity counter by having a person qualify for the campaign or manually deactivating and reactivating the campaign can prevent its automatic deactivation.
What is the benefit of cloning a Smart Campaign in Marketo?	Cloning a Smart Campaign saves time by creating an identical campaign with the same smart list filters and flow steps, eliminating the need to build everything from scratch.
How do you clone a Smart Campaign in Marketo?	To clone a Smart Campaign, select the campaign, choose 'Clone' from the Campaign Actions drop-down, specify the clone destination, name the new campaign, and complete the cloning process.
How can you delete a Smart Campaign in Marketo?	To delete a Smart Campaign, navigate to your inactive campaign, select 'Delete' from the Campaign Actions drop-down, and confirm the deletion. Note that deletion is irreversible.
What should you be cautious of when deleting a Smart Campaign in Marketo?	It's important to ensure the campaign is inactive and does not have people in flow steps before deleting, as deletion is irreversible and active campaigns might still execute steps.
How do you immediately run a Batch Campaign in Marketo?	To run a Batch Campaign immediately, select the campaign, go to the Schedule tab, and click Run Once. Ensure Run Now is selected and click Run, then confirm by clicking Run again.
How can you schedule a Batch Campaign to run at a later time in Marketo?	Schedule a Batch Campaign for later by selecting it, going to the Schedule tab, clicking Run Once, choosing Run later, setting the date and time, and saving.
What are the steps to schedule a recurring Batch Campaign in Marketo?	To schedule a recurring Batch Campaign, select the campaign, go to the Schedule tab, click Schedule Recurrence, choose the recurrence pattern: Daily,Weekly,Monthly. Then click the calendar icon and select the desired day for the first run, and save.For a specific run length, you can click the calendar icon next to End on and choose the end date. The Schedule tab will show the next three occurrences for reference. Clicking the red X will cancel that specific run.
How do you set up a Trigger Smart Campaign for sales in Marketo using 'Campaign is Requested'?	Set up by dragging the 'Campaign is Requested' trigger to the canvas, choosing 'Sales Insight' as the source, and ensuring it's named clearly for visibility in Sales Insight.
What is the purpose of the Source operator in Trigger Smart Campaign?	The source operators are for security. You can restrict the campaign to requests made only by specific sources, like other Smart Campaigns using 'Marketo Flow Action' or developers using 'Web Service API'. Choose Is Any in the first box if you want to allow requests from all sources.
How does the standard smart list rule logic work in Marketo?	Standard smart list rule logic in Marketo uses 'AND' or 'OR' operators for filters. Triggers are evaluated as 'OR', even if 'ALL' is set for filters, affecting campaign flow step qualification.Changing smart list rule logic only applies to filters, not triggers.
How can you move a Smart Campaign to a different program or folder in Marketo?	In Marketo, you can move a Smart Campaign by using drag-and-drop or the move feature. This is done from the Marketing Activities area by right-clicking on the campaign and selecting Move. Remember to update the Smart List or Flow Steps manually if they reference the original program.
How do you override the maximum number of people that can qualify for a Smart Campaign in Marketo?	To override the person limit for a Smart Campaign in Marketo, navigate to the campaign's Schedule, click Edit in Smart Campaign Settings, enter a new limit, and save. This feature is only available for Trigger Campaigns and users with granted permission in Marketo Admin.
What is the smart campaign communication limit in Marketo?	This feature allows you to set the maximum number of people that can qualify for a Smart Campaign. This helps to avoid accidentally emailing your whole database.
What is the recommended number of campaigns with the priority override set-up?	25 is the recommended maximum. It is strongly advised that you use this feature on a limited set of business critical campaigns. Using the feature loosely on a large set can adversely affect overall campaign execution.
How can you override the priority of a Trigger Campaign in Marketo?	Right-clicking the campaign and selecting Override Campaign Priority. Set the new priority level and confirm.
What is required to set-up campaign priority in Marketo?	User with granted access because only Admins or users with admin responsibilities should have campaign priority override access.
What are the steps to rename a Smart Campaign in Marketo?	To rename a Smart Campaign in Marketo, go to Marketing Activities, select your Smart Campaign, click its name, enter the new name, and save. The change reflects immediately and updates wherever the campaign is referenced.
What is the Marketo smart campaign name format in Marketo?	Smart Campaign names within programs always translate to the format ‘ProgramName.CampaignName’.
What is the primary purpose of segmentation in Marketo?	Segmentation in Marketo allows you to group people into distinct profiles for reporting and dynamic content.
How many segmentations can you create in Marketo?	You can create up to 20 segmentations in Marketo and up to 100 segments in each segmentation.
Why I can not create more than 100 segments sometimes?	You might not be able to create more than 100 segments sometimes because the total number of segments you can create in a segmentation depends on the number and type of filters used and also on the complexity of the logic of your segments. While it's possible to create up to 100 segments using standard fields, utilizing other types of filters can increase the complexity of the segmentation. This increased complexity might cause the segmentation to fail to approve. Examples of these other types of filters include custom fields, member of list, lead owner fields, and revenue stages. If you encounter an error message during the approval process and need assistance in reducing the complexity of your segmentation, it's recommended to contact Marketo Support for guidance.
What are the prerequisites for using segmentation in Marketo?	The prerequisites for using segmentation are defined segment rules. Segments rules contain Smart Lists with filters.Person will qualify for the first matching segment in the order defined.
Why are 'In Past' and 'In Timeframe' operators not supported in segment filters?	These operators are not supported because segmentations only check for updates when a change data value is logged, and these values do not log for things that change automatically, like formula fields and dates.Additionally, date operators with relative date ranges are not supported as they are calculated at the time of segmentation approval, not at the time of a Change Data Value activity.
Can you use 'SFDC Type' and 'Microsoft Type' filters in segmentation smart lists?	No, the 'SFDC Type' and 'Microsoft Type' filters are not supported in segmentation smart lists.
What should you be cautious of when using Account fields in defining segment rules?	You should be cautious because activity logging behavior for Account fields can impact qualification, and it is advised against using Account fields when defining segment rules.
How many segments can you create in a segmentation, and what factors could limit this number?	You can create up to 100 segments in a segmentation, but the number and type of filters used and the complexity of the segments' logic could limit this number.
What happens to a person who qualifies for multiple segments in Marketo?	A person might qualify for different segments, but eventually belongs to just one, depending on the priority order of the segments.
What is the significance of the 'People (Draft)' tab when defining segment rules?	The 'People (Draft)' tab shows all people that qualify to be a member of a segment, but it is not always the final list of people. You need to approve your segment to see the final list.
What steps are involved in approving a segmentation in Marketo?	To approve a segmentation in Marketo, you go to the Database, click on Segmentation Actions for the specific segmentation, and then click Approve.
How long can the approval process for a segmentation take?	The approval process for a segmentation can take from a few minutes to more than a day to complete, depending on the size of the database.
What does the status change to during the approval process of a segmentation?	During the approval process of a segmentation, the status changes to 'Approving' with a spinning wheel icon.
What are segmentations in Marketo?	Segmentations in Marketo are used to categorize your audience into different segments based on specific criteria, allowing for more targeted marketing efforts. They can be used for dynamic content personalization as well as for grouping email performance reports.
How can you group an email performance report by segmentations in Marketo?	To group an email performance report by segmentations in Marketo, you need to go to the Marketing Activities or Analytics area, select your Email Performance report, click the Setup tab, and drag over Group by Segmentations. Then choose one or two segmentations to use for grouping your report and click Apply.
What is the prerequisite for grouping email performance reports by segmentations?	The prerequisite for grouping email performance reports by segmentations is to have a segmentation approved in Marketo.
How do you create a draft for editing an existing segmentation in Marketo?	To create a draft for editing an existing segmentation, go to the Database, click on Segmentation Actions for the desired segmentation, and then select Create Draft. This changes the segmentation status to 'Approved with Draft' and creates a Draft folder in your segmentation.
What are the limitations of editing segments in an approved segmentation in Marketo?	In Marketo, you cannot edit segments of an approved segmentation directly. You must create a draft of the segmentation, and then you can add, edit, or delete segments within this draft.
What should you be cautious about when deleting segments in Marketo?	When deleting segments in Marketo, be cautious as it affects all associated dynamic content in emails, landing pages, and snippets, and there is no undo option. Check the 'Used By' tab to see what uses that segment before deleting.
How can you delete a segmentation in Marketo?	To delete a segmentation in Marketo, first ensure it is not used by any other assets by checking the 'Used By' tab. Then, remove all associations, unapprove the segmentation by clicking on Segmentation Actions, and finally delete the segmentation.
What steps should be taken before deleting a segmentation in Marketo?	Before deleting a segmentation in Marketo, you must remove all associations with other assets by deleting or creating alternatives for those assets. After ensuring no assets are associated with the segmentation, you can proceed to unapprove and delete it. Segmentation may also be part of the Target Audience or Operational smart campaigns therefore, it is a good practice to confirm with Campaign Execution, Operations teams if given segmentation is used in any live process.
What is the purpose of using segmentation in Marketo?	Segmentation in Marketo is used to divide the audience into subgroups based on Smart List rules, allowing for personalized marketing efforts. These subgroups are known as segments.
How can you optimize the performance of a Smart List in Marketo?	You can optimize the performance of a Smart List in Marketo by using Segment filters, which allow for more targeted and efficient audience selection.
What is dynamic content in Marketo?	Dynamic content in Marketo refers to customizable content blocks within emails or landing pages that change based on the viewer's segment, allowing for personalized marketing communications.
How do snippets work in Marketo?	Snippets in Marketo are reusable content blocks that can be used across multiple emails or landing pages. When a snippet is updated, all assets using it are automatically updated, enabling consistent and efficient content management.
What are the use case scenarios for Snippets?	Example 1: You can use a snippet as a signature in an email. Dynamically change text depending on the recipient’s location. Example 2: On landing pages, have a standard call-to-action area with different links for customers vs. prospects. Update hundreds of LPs centrally.
What determines the priority of segment evaluation in Marketo?	The priority of segment evaluation in Marketo is determined by the order of segments. A person is assigned to the first segment they qualify for, making the order critical for segment assignment.
What are the ground rules qualification criteria for Segments in Marketo?	The segments are mutually exclusive. A person can be a member of only one Segment at a time. When a person qualifies for two segments, they will belong only to the first one in the list. If a person does not qualify for any Segment, they will become a member of the Default Segment.
How can you group person reports by segment in Marketo?	In Marketo, you can group person reports by segment by selecting a report, going to the Setup tab, and choosing a segmentation under the 'Group People by' option. This organizes the report data based on the selected segment.
What are the prerequisites for creating a Smart List in Marketo?	The prerequisites for creating a Smart List in Marketo include having an understanding of your audience and segmentation criteria to effectively target and manage your marketing efforts.
Why are segments mutually exclusive in Marketo?	Segments are mutually exclusive in Marketo to ensure that each person belongs to only one segment at a time, allowing for precise and targeted marketing actions based on specific segment criteria.
How can dynamic content improve personalization in Marketo campaigns?	Dynamic content improves personalization in Marketo campaigns by allowing marketers to tailor messages and content based on the viewer's segment, enhancing engagement and relevance of marketing communications.
What happens if a person does not qualify for any segments in Marketo?	If a person does not qualify for any segments in Marketo, they are assigned to the Default Segment, ensuring that they still receive communications but in a more generalized manner.
How do you immediately run a Batch Campaign in Marketo?	To run a Batch Campaign immediately, select the campaign, go to the Schedule tab, and click Run Once. Ensure Run Now is selected and click Run, then confirm by clicking Run again.
How can you schedule a Batch Campaign to run at a later time in Marketo?	Schedule a Batch Campaign for later by selecting it, going to the Schedule tab, clicking Run Once, choosing Run later, setting the date and time, and saving.
What are the steps to schedule a recurring Batch Campaign in Marketo?	To schedule a recurring Batch Campaign, select the campaign, go to the Schedule tab, click Schedule Recurrence, choose the recurrence pattern: Daily,Weekly,Monthly. Then click the calendar icon and select the desired day for the first run, and save.For a specific run length, you can click the calendar icon next to End on and choose the end date. The Schedule tab will show the next three occurrences for reference. Clicking the red X will cancel that specific run.
How do you set up a Trigger Smart Campaign for sales in Marketo using 'Campaign is Requested'?	Set up by dragging the 'Campaign is Requested' trigger to the canvas, choosing 'Sales Insight' as the source, and ensuring it's named clearly for visibility in Sales Insight.
What is the purpose of the Source operator in Trigger Smart Campaign?	The source operators are for security. You can restrict the campaign to requests made only by specific sources, like other Smart Campaigns using 'Marketo Flow Action' or developers using 'Web Service API'. Choose Is Any in the first box if you want to allow requests from all sources.
How does the standard smart list rule logic work in Marketo?	Standard smart list rule logic in Marketo uses 'AND' or 'OR' operators for filters. Triggers are evaluated as 'OR', even if 'ALL' is set for filters, affecting campaign flow step qualification.Changing smart list rule logic only applies to filters, not triggers.
How can you move a Smart Campaign to a different program or folder in Marketo?	In Marketo, you can move a Smart Campaign by using drag-and-drop or the move feature. This is done from the Marketing Activities area by right-clicking on the campaign and selecting Move. Remember to update the Smart List or Flow Steps manually if they reference the original program.
How do you override the maximum number of people that can qualify for a Smart Campaign in Marketo?	To override the person limit for a Smart Campaign in Marketo, navigate to the campaign's Schedule, click Edit in Smart Campaign Settings, enter a new limit, and save. This feature is only available for Trigger Campaigns and users with granted permission in Marketo Admin.
What is the smart campaign communication limit in Marketo?	This feature allows you to set the maximum number of people that can qualify for a Smart Campaign. This helps to avoid accidentally emailing your whole database.
What is the recommended number of campaigns with the priority override set-up?	25 is the recommended maximum. It is strongly advised that you use this feature on a limited set of business critical campaigns. Using the feature loosely on a large set can adversely affect overall campaign execution.
How can you override the priority of a Trigger Campaign in Marketo?	Right-clicking the campaign and selecting Override Campaign Priority. Set the new priority level and confirm.
What is required to set-up campaign priority in Marketo?	User with granted access because only Admins or users with admin responsibilities should have campaign priority override access.
What are the steps to rename a Smart Campaign in Marketo?	To rename a Smart Campaign in Marketo, go to Marketing Activities, select your Smart Campaign, click its name, enter the new name, and save. The change reflects immediately and updates wherever the campaign is referenced.
What is the Marketo smart campaign name format in Marketo?	Smart Campaign names within programs always translate to the format ‘ProgramName.CampaignName’.
How can you cancel a scheduled batch campaign run in Marketo?	To cancel a scheduled batch campaign run, navigate to the Schedule tab of the campaign, find the scheduled run, click the 'x' next to it, and confirm the cancellation. Note: This is applicable only for future runs that have not started.
How do you cancel a scheduled recurring batch campaign run in Marketo?	Cancel a recurring batch campaign by selecting the campaign, clicking the Schedule tab, setting Schedule to 'None', and saving the changes. This stops future runs but does not affect campaigns currently in progress.
What steps are involved in deactivating a trigger Smart Campaign in Marketo?	Deactivate a trigger Smart Campaign by selecting the campaign, going to the Schedule tab, clicking 'Deactivate', and confirming the action. This prevents new entries but does not affect people already in the flow.
How can you edit qualification rules in a Marketo Smart Campaign?	Edit qualification rules by clicking the Schedule tab in your Smart Campaign, then 'Edit Settings'. You can set how often individuals run through the campaign flow: once, every time, or once every specified period.
What are the Marketo Smart Campaign Qualification Rules?	Qualification rules control how many times someone can run through the flow in a Smart Campaign. By default, even if someone triggers a Smart Campaign multiple times, they will only be sent through the flow once.
Can You provide smart campaign qualification rules example?	When you set a rule for once every day, Marketo converts that to hours. For example, if you set the rule for once per day, and a person qualifies at 10pm on a Sunday night, it can’t qualify again until 10pm Monday night. This logic also applies when using weeks or months. A month is always counted as 30 days.
How can you stop a Smart Campaign that is currently running in Marketo?	To stop a running Smart Campaign, use the 'Abort' option available in the Smart Campaign's Schedule Tab, Campaign Actions drop-down.
What happens to the Smart Campaign execution when you abort it in Marketo?	Aborting a Smart Campaign stops flow step execution immediately also stops more from happening (example: emails can’t be undelivered).
What is required to activate a trigger-based Smart Campaign in Marketo?	To activate a trigger-based Smart Campaign, ensure it's properly configured with the desired trigger conditions and actions, then use the 'Activate' button.From this moment forward, anyone who qualifies for the Smart List will go through the flow defined by your Smart Campaign.
Can a trigger-based Smart Campaign in Marketo be activated without any triggers defined?	No, a trigger-based Smart Campaign requires at least one trigger condition to be defined before it can be activated.
What is the purpose of applying communication limits to a Smart Campaign in Marketo?	Communication limits prevent over-emailing by restricting the number of times a person can be emailed within a certain period, enhancing recipient experience.Marketo blocks non-operational emails (operational emails always send).
How can you apply communication limits to a Smart Campaign in Marketo?	Apply communication limits by selecting the 'Block non-operational emails' option in the Smart Campaign's Schedule tab under Edit Settings.
What happens when a person exceeds the communication limits set in Marketo?	If a person exceeds the communication limits, Marketo blocks any further non-operational emails to that person to prevent over-communication.
How does Marketo manage inactive trigger-based Smart Campaigns?	Marketo automatically deactivates trigger-based Smart Campaigns that have been inactive for 6 months or more, after notifying the user. This includes campaigns that have not had any qualifying activities in that period.

How can you cancel a scheduled batch campaign run in Marketo?

To cancel a scheduled batch campaign run, navigate to the Schedule tab of the campaign, find the scheduled run, click the 'x' next to it, and confirm the cancellation. Note: This is applicable only for future runs that have not started.

How do you cancel a scheduled recurring batch campaign run in Marketo?

Cancel a recurring batch campaign by selecting the campaign, clicking the Schedule tab, setting Schedule to 'None', and saving the changes. This stops future runs but does not affect campaigns currently in progress.

What steps are involved in deactivating a trigger Smart Campaign in Marketo?

Deactivate a trigger Smart Campaign by selecting the campaign, going to the Schedule tab, clicking 'Deactivate', and confirming the action. This prevents new entries but does not affect people already in the flow.

How can you edit qualification rules in a Marketo Smart Campaign?

Edit qualification rules by clicking the Schedule tab in your Smart Campaign, then 'Edit Settings'. You can set how often individuals run through the campaign flow: once, every time, or once every specified period.

What are the Marketo Smart Campaign Qualification Rules?

Qualification rules control how many times someone can run through the flow in a Smart Campaign. By default, even if someone triggers a Smart Campaign multiple times, they will only be sent through the flow once.

Can You provide smart campaign qualification rules example?

When you set a rule for once every day, Marketo converts that to hours. For example, if you set the rule for once per day, and a person qualifies at 10pm on a Sunday night, it can’t qualify again until 10pm Monday night. This logic also applies when using weeks or months. A month is always counted as 30 days.

How can you stop a Smart Campaign that is currently running in Marketo?

To stop a running Smart Campaign, use the 'Abort' option available in the Smart Campaign's Schedule Tab, Campaign Actions drop-down.

What happens to the Smart Campaign execution when you abort it in Marketo?

Aborting a Smart Campaign stops flow step execution immediately also stops more from happening (example: emails can’t be undelivered).

What is required to activate a trigger-based Smart Campaign in Marketo?

To activate a trigger-based Smart Campaign, ensure it's properly configured with the desired trigger conditions and actions, then use the 'Activate' button.From this moment forward, anyone who qualifies for the Smart List will go through the flow defined by your Smart Campaign.

Can a trigger-based Smart Campaign in Marketo be activated without any triggers defined?

No, a trigger-based Smart Campaign requires at least one trigger condition to be defined before it can be activated.

What is the purpose of applying communication limits to a Smart Campaign in Marketo?

Communication limits prevent over-emailing by restricting the number of times a person can be emailed within a certain period, enhancing recipient experience.Marketo blocks non-operational emails (operational emails always send).

How can you apply communication limits to a Smart Campaign in Marketo?

Apply communication limits by selecting the 'Block non-operational emails' option in the Smart Campaign's Schedule tab under Edit Settings.

What happens when a person exceeds the communication limits set in Marketo?

If a person exceeds the communication limits, Marketo blocks any further non-operational emails to that person to prevent over-communication.

How does Marketo manage inactive trigger-based Smart Campaigns?

Marketo automatically deactivates trigger-based Smart Campaigns that have been inactive for 6 months or more, after notifying the user. This includes campaigns that have not had any qualifying activities in that period.

Can you prevent a Smart Campaign from being automatically deactivated by Marketo?

Yes, resetting the 6-month inactivity counter by having a person qualify for the campaign or manually deactivating and reactivating the campaign can prevent its automatic deactivation.

What is the benefit of cloning a Smart Campaign in Marketo?

Cloning a Smart Campaign saves time by creating an identical campaign with the same smart list filters and flow steps, eliminating the need to build everything from scratch.

How do you clone a Smart Campaign in Marketo?

To clone a Smart Campaign, select the campaign, choose 'Clone' from the Campaign Actions drop-down, specify the clone destination, name the new campaign, and complete the cloning process.

How can you delete a Smart Campaign in Marketo?

To delete a Smart Campaign, navigate to your inactive campaign, select 'Delete' from the Campaign Actions drop-down, and confirm the deletion. Note that deletion is irreversible.

What should you be cautious of when deleting a Smart Campaign in Marketo?

It's important to ensure the campaign is inactive and does not have people in flow steps before deleting, as deletion is irreversible and active campaigns might still execute steps.

How does Marketo manage inactive trigger-based Smart Campaigns?

Marketo automatically deactivates trigger-based Smart Campaigns that have been inactive for 6 months or more, after notifying the user. This includes campaigns that have not had any qualifying activities in that period.

Can you prevent a Smart Campaign from being automatically deactivated by Marketo?

Yes, resetting the 6-month inactivity counter by having a person qualify for the campaign or manually deactivating and reactivating the campaign can prevent its automatic deactivation.

What is the benefit of cloning a Smart Campaign in Marketo?

Cloning a Smart Campaign saves time by creating an identical campaign with the same smart list filters and flow steps, eliminating the need to build everything from scratch.

How do you clone a Smart Campaign in Marketo?

To clone a Smart Campaign, select the campaign, choose 'Clone' from the Campaign Actions drop-down, specify the clone destination, name the new campaign, and complete the cloning process.

How can you delete a Smart Campaign in Marketo?

To delete a Smart Campaign, navigate to your inactive campaign, select 'Delete' from the Campaign Actions drop-down, and confirm the deletion. Note that deletion is irreversible.

What should you be cautious of when deleting a Smart Campaign in Marketo?

It's important to ensure the campaign is inactive and does not have people in flow steps before deleting, as deletion is irreversible and active campaigns might still execute steps.

How do you immediately run a Batch Campaign in Marketo?

To run a Batch Campaign immediately, select the campaign, go to the Schedule tab, and click Run Once. Ensure Run Now is selected and click Run, then confirm by clicking Run again.

How can you schedule a Batch Campaign to run at a later time in Marketo?

Schedule a Batch Campaign for later by selecting it, going to the Schedule tab, clicking Run Once, choosing Run later, setting the date and time, and saving.

What are the steps to schedule a recurring Batch Campaign in Marketo?

To schedule a recurring Batch Campaign, select the campaign, go to the Schedule tab, click Schedule Recurrence, choose the recurrence pattern: Daily,Weekly,Monthly. Then click the calendar icon and select the desired day for the first run, and save.For a specific run length, you can click the calendar icon next to End on and choose the end date. The Schedule tab will show the next three occurrences for reference. Clicking the red X will cancel that specific run.

How do you set up a Trigger Smart Campaign for sales in Marketo using 'Campaign is Requested'?

Set up by dragging the 'Campaign is Requested' trigger to the canvas, choosing 'Sales Insight' as the source, and ensuring it's named clearly for visibility in Sales Insight.

What is the purpose of the Source operator in Trigger Smart Campaign?

The source operators are for security. You can restrict the campaign to requests made only by specific sources, like other Smart Campaigns using 'Marketo Flow Action' or developers using 'Web Service API'. Choose Is Any in the first box if you want to allow requests from all sources.

How does the standard smart list rule logic work in Marketo?

Standard smart list rule logic in Marketo uses 'AND' or 'OR' operators for filters. Triggers are evaluated as 'OR', even if 'ALL' is set for filters, affecting campaign flow step qualification.Changing smart list rule logic only applies to filters, not triggers.

How can you move a Smart Campaign to a different program or folder in Marketo?

In Marketo, you can move a Smart Campaign by using drag-and-drop or the move feature. This is done from the Marketing Activities area by right-clicking on the campaign and selecting Move. Remember to update the Smart List or Flow Steps manually if they reference the original program.

How do you override the maximum number of people that can qualify for a Smart Campaign in Marketo?

To override the person limit for a Smart Campaign in Marketo, navigate to the campaign's Schedule, click Edit in Smart Campaign Settings, enter a new limit, and save. This feature is only available for Trigger Campaigns and users with granted permission in Marketo Admin.

What is the smart campaign communication limit in Marketo?

This feature allows you to set the maximum number of people that can qualify for a Smart Campaign. This helps to avoid accidentally emailing your whole database.

What is the recommended number of campaigns with the priority override set-up?

25 is the recommended maximum. It is strongly advised that you use this feature on a limited set of business critical campaigns. Using the feature loosely on a large set can adversely affect overall campaign execution.

How can you override the priority of a Trigger Campaign in Marketo?

Right-clicking the campaign and selecting Override Campaign Priority. Set the new priority level and confirm.

What is required to set-up campaign priority in Marketo?

User with granted access because only Admins or users with admin responsibilities should have campaign priority override access.

What are the steps to rename a Smart Campaign in Marketo?

To rename a Smart Campaign in Marketo, go to Marketing Activities, select your Smart Campaign, click its name, enter the new name, and save. The change reflects immediately and updates wherever the campaign is referenced.

What is the Marketo smart campaign name format in Marketo?

Smart Campaign names within programs always translate to the format ‘ProgramName.CampaignName’.

What is the primary purpose of segmentation in Marketo?

Segmentation in Marketo allows you to group people into distinct profiles for reporting and dynamic content.

How many segmentations can you create in Marketo?

You can create up to 20 segmentations in Marketo and up to 100 segments in each segmentation.

Why I can not create more than 100 segments sometimes?

You might not be able to create more than 100 segments sometimes because the total number of segments you can create in a segmentation depends on the number and type of filters used and also on the complexity of the logic of your segments. While it's possible to create up to 100 segments using standard fields, utilizing other types of filters can increase the complexity of the segmentation. This increased complexity might cause the segmentation to fail to approve. Examples of these other types of filters include custom fields, member of list, lead owner fields, and revenue stages. If you encounter an error message during the approval process and need assistance in reducing the complexity of your segmentation, it's recommended to contact Marketo Support for guidance.

What are the prerequisites for using segmentation in Marketo?

The prerequisites for using segmentation are defined segment rules. Segments rules contain Smart Lists with filters.Person will qualify for the first matching segment in the order defined.

Why are 'In Past' and 'In Timeframe' operators not supported in segment filters?

These operators are not supported because segmentations only check for updates when a change data value is logged, and these values do not log for things that change automatically, like formula fields and dates.Additionally, date operators with relative date ranges are not supported as they are calculated at the time of segmentation approval, not at the time of a Change Data Value activity.

Can you use 'SFDC Type' and 'Microsoft Type' filters in segmentation smart lists?

No, the 'SFDC Type' and 'Microsoft Type' filters are not supported in segmentation smart lists.

What should you be cautious of when using Account fields in defining segment rules?

You should be cautious because activity logging behavior for Account fields can impact qualification, and it is advised against using Account fields when defining segment rules.

How many segments can you create in a segmentation, and what factors could limit this number?

You can create up to 100 segments in a segmentation, but the number and type of filters used and the complexity of the segments' logic could limit this number.

What happens to a person who qualifies for multiple segments in Marketo?

A person might qualify for different segments, but eventually belongs to just one, depending on the priority order of the segments.

What is the significance of the 'People (Draft)' tab when defining segment rules?

The 'People (Draft)' tab shows all people that qualify to be a member of a segment, but it is not always the final list of people. You need to approve your segment to see the final list.

What steps are involved in approving a segmentation in Marketo?

To approve a segmentation in Marketo, you go to the Database, click on Segmentation Actions for the specific segmentation, and then click Approve.

How long can the approval process for a segmentation take?

The approval process for a segmentation can take from a few minutes to more than a day to complete, depending on the size of the database.

What does the status change to during the approval process of a segmentation?

During the approval process of a segmentation, the status changes to 'Approving' with a spinning wheel icon.

What are segmentations in Marketo?

Segmentations in Marketo are used to categorize your audience into different segments based on specific criteria, allowing for more targeted marketing efforts. They can be used for dynamic content personalization as well as for grouping email performance reports.

How can you group an email performance report by segmentations in Marketo?

To group an email performance report by segmentations in Marketo, you need to go to the Marketing Activities or Analytics area, select your Email Performance report, click the Setup tab, and drag over Group by Segmentations. Then choose one or two segmentations to use for grouping your report and click Apply.

What is the prerequisite for grouping email performance reports by segmentations?

The prerequisite for grouping email performance reports by segmentations is to have a segmentation approved in Marketo.

How do you create a draft for editing an existing segmentation in Marketo?

To create a draft for editing an existing segmentation, go to the Database, click on Segmentation Actions for the desired segmentation, and then select Create Draft. This changes the segmentation status to 'Approved with Draft' and creates a Draft folder in your segmentation.

What are the limitations of editing segments in an approved segmentation in Marketo?

In Marketo, you cannot edit segments of an approved segmentation directly. You must create a draft of the segmentation, and then you can add, edit, or delete segments within this draft.

What should you be cautious about when deleting segments in Marketo?

When deleting segments in Marketo, be cautious as it affects all associated dynamic content in emails, landing pages, and snippets, and there is no undo option. Check the 'Used By' tab to see what uses that segment before deleting.

How can you delete a segmentation in Marketo?

To delete a segmentation in Marketo, first ensure it is not used by any other assets by checking the 'Used By' tab. Then, remove all associations, unapprove the segmentation by clicking on Segmentation Actions, and finally delete the segmentation.

What steps should be taken before deleting a segmentation in Marketo?

Before deleting a segmentation in Marketo, you must remove all associations with other assets by deleting or creating alternatives for those assets. After ensuring no assets are associated with the segmentation, you can proceed to unapprove and delete it. Segmentation may also be part of the Target Audience or Operational smart campaigns therefore, it is a good practice to confirm with Campaign Execution, Operations teams if given segmentation is used in any live process.

What is the purpose of using segmentation in Marketo?

Segmentation in Marketo is used to divide the audience into subgroups based on Smart List rules, allowing for personalized marketing efforts. These subgroups are known as segments.

How can you optimize the performance of a Smart List in Marketo?

You can optimize the performance of a Smart List in Marketo by using Segment filters, which allow for more targeted and efficient audience selection.

What is dynamic content in Marketo?

Dynamic content in Marketo refers to customizable content blocks within emails or landing pages that change based on the viewer's segment, allowing for personalized marketing communications.

How do snippets work in Marketo?

Snippets in Marketo are reusable content blocks that can be used across multiple emails or landing pages. When a snippet is updated, all assets using it are automatically updated, enabling consistent and efficient content management.

What are the use case scenarios for Snippets?

Example 1: You can use a snippet as a signature in an email. Dynamically change text depending on the recipient’s location. Example 2: On landing pages, have a standard call-to-action area with different links for customers vs. prospects. Update hundreds of LPs centrally.

What determines the priority of segment evaluation in Marketo?

The priority of segment evaluation in Marketo is determined by the order of segments. A person is assigned to the first segment they qualify for, making the order critical for segment assignment.

What are the ground rules qualification criteria for Segments in Marketo?

The segments are mutually exclusive. A person can be a member of only one Segment at a time. When a person qualifies for two segments, they will belong only to the first one in the list. If a person does not qualify for any Segment, they will become a member of the Default Segment.

How can you group person reports by segment in Marketo?

In Marketo, you can group person reports by segment by selecting a report, going to the Setup tab, and choosing a segmentation under the 'Group People by' option. This organizes the report data based on the selected segment.

What are the prerequisites for creating a Smart List in Marketo?

The prerequisites for creating a Smart List in Marketo include having an understanding of your audience and segmentation criteria to effectively target and manage your marketing efforts.

Why are segments mutually exclusive in Marketo?

Segments are mutually exclusive in Marketo to ensure that each person belongs to only one segment at a time, allowing for precise and targeted marketing actions based on specific segment criteria.

How can dynamic content improve personalization in Marketo campaigns?

Dynamic content improves personalization in Marketo campaigns by allowing marketers to tailor messages and content based on the viewer's segment, enhancing engagement and relevance of marketing communications.

What happens if a person does not qualify for any segments in Marketo?

If a person does not qualify for any segments in Marketo, they are assigned to the Default Segment, ensuring that they still receive communications but in a more generalized manner.