Welcome protips seeker! I’ve created this page to compile all the best tricks, hacks, and workarounds we’ve found in Marketo, all in one handy-dandy list. If you’re visiting from my presentation from Summit 2016, below are write-ups on all the topics we covered on that session. Just want the slides? Look no further.
This session is actually the third iteration of this topic. We have covered many more awesome tips from the past two summits here, and the content is still relevant as ever:
- 15 Marketo Pro Tips: Advice You Can Implement Today (Summit 2014) – Global assets, content tracking, naming conventions, organization tips, and more!
- Marketo Protips Episode II: The Token Strikes Back – An in-depth discussion on the endless possibilities of tokens. They’re seriously the most useful thing in Marketo. (Marketo sadly has stopped hosting the recording from this)
Finally, a few other bonus tips that deserve their own dedicated discussion:
- Burner Fields – Keep your list of fields tidy and avoid the dreaded single-use “chicken or fish” event fields.
- Bulletproof List Imports – Intelligently manage how data is overwritten from list imports
- The Ultimate Guided Landing Page – Guided landing page templates do more than enable responsive design. With some clever use of tokens and variables, you can build one template for every use case in your instance.
- Video View Behavior Tracking – There’s no need to buy an expensive tool to host and track video view behavior – You can do it natively in Marketo, using videos hosted on YouTube or Wistia.
- Scalable Lead Alerts – Do you have crazy sales territories? Is your lead owner information unreliable for sending alerts? There’s a better, more scalable way to do it in Marketo.
Looking for more? I don’t write many Marketo-specific guides these days, but feel free to subscribe for any updates I might share in the future!