When I was writing the Marketing Rockstar’s Guide to Marketo, I wanted to offer new material to other Marketo users. One common refrain was “Where is a complete list of all the triggers, flows, and filter?”
So I put that into the Guide. As we approach the first anniversary of the Guide on March 21, I wanted to give back to the community. Here is the complete chapter on filters and flows. I have not updated it since March 2013, so use some caution as Marketo has changed a number of Flow and Trigger options. New options include Member of Engagement and Add/Remove from Engagement.
Also, keep in mind that each instance of Marketo is slightly different. This is because your CRM will be different and offer filters and data values relevant only to your business. In many ways, this guide is only a starting point. Take a look and enjoy!
Marketo Glossary of Flows, Filters, and Triggers
I am excited to announce that today I join marketing automation consultancy Perkuto, as their Marketo Practice Lead. Many of you may know Perkuto’s co-founders: Alexandre Pelletier and Youcef Bouayad who have been long time members of the Marketo and Salesforce Communities.
Over the past few years, you have come to know me through my contributions to the Marketo Community or through this website. A few of you are my clients and friends. I am very grateful to you for your continued support and interest in my work. Believe me when I say that I learn at least as much from you as I share here.
I will continue to write for this site as well as for Perkuto’s blog. On my blog, I will always share my latest tips and tricks for Marketo as well as more on demand generation. At Perkuto, expect to see very exciting announcements about RSS feeds and more Marketo help.
Why did I decide to join Perkuto?
Alex and I have been friends for the past couple of years and I was flattered when he approached me about joining his team. I have great respect for Alex’s skills with Marketo (he was customer 163 and I was 800 or so). Alex’s deep Salesforce and Revenue Cycle Analytics knowledge means I can offer clients the full range of Marketo features. With co-founder Youcef, we add deep process implementation knowledge. And with Perkuto’s team, ranging from analytics to developers, we can create new services as well as build unique systems just for your business.
In essence, joining Perkuto allows me to offer a complete package of marketing automation and demand generation services – much more than I could do as a one-man band. I am looking forward to learning from the team and working with our clients. And if you are one of my current clients, you will be able to draw on much deeper resources.
If I haven’t convinced you Perkuto is the right consultancy for you, then let me offer a few key points:
Perkuto’s focus is to simplify the way you generate revenue. It’s not about generating more leads, it’s about efficiently managing leads to revenue.
Perkuto is the only marketing automation agency to also offer Launchpoint products.
Perkuto’s team is bilingual in English and French, so we can easily work with your teams in Canada, US, and Europe.
Perkuto now offers an end-to-end Marketo implementation service from planning through managed services. This is not just about marketing operations, it’s about revenue.
Perkuto is also qualified to implement, customize, and manage Salesforce.com.
That’s it for my announcement and the big pitch. I’ve got some great Marketo content coming up this month, so stay subscribed.