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Marketing Rockstars Guide to Marketo

"Thanks Josh, the wisdom in your guide is priceless"

Marketing Rockstar's Guide to Marketo

Download the original Marketing Rockstar's Guide to Marketo (2013), a classic of marketing automation principles and Marketo knowledge still referenced by experts today.

In 844 pages and 20 chapters, I provide critical details about running Marketo in real life. About 50% of this Guide is still valid and helpful for those learning Marketo. Marketo Analytics is largely the same with 123 pages dedicated to making the most of the reports. Dozens of tips on Lead Scoring Systems, Admin, and Email Deliverability that you won't find anywhere else.

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  • Introduction - what this Guide is and is not and how to use it.
  • Getting Help with Marketo - all of your Support options.
  • Sub-domain Setup - key steps before turning on Marketo.
  • Administering Marketo - how to use the Admin Section (you can skip this if you aren't an admin).
  • Salesforce Integration - step by step how to setup the system the first time and how to troubleshoot. (also skip if this isn't your job)
  • Organizing Your Marketo - naming, folders, maintenance.
  • Lead Scoring - how to score leads well.
  • Data Management - how to manage data flows, change data flows, lists, and Segmentations.
  • Using in Marketo - the complete guide.
  • Sales Insight - Setup and best practices. Copies of the Sell Faster with Sales Insight booklet are available separately for your sales teams.
  • Building Forms in Marketo - complete tips and tricks and more.
  • How to AB Test Landing Pages in Marketo - what they don't tell you.
  • Subscription Management - how to setup various flows.
  • Email Reputation Management - how to keep your internet reputation intact with Marketo.
  • Email AB Testing in Marketo - how it's really done.
  • How to Use Analytics - everything you wanted to know in one place.
  • Nurturing in Marketo - tons of ideas and flow options. ** this is the older method. Does not include Customer Engagement Programs.
  • Appendix I: Checklists - use these checklists to prevent disaster.
  • Appendix II: Marketo Filters, Flows, and Triggers Reference Guide - the complete version.
  • Appendix III: Giant List of the Best Help Articles on the Community.