marketo@marketo: how we do what we do (part ii)

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Rick SiegfriedCustomer Marketing Manager

Chia XiongCustomer Marketing Programs Specialist

Vyoma KapurSr. Manager, Enterprise Marketing Programs

Divya DuttSr. Manager, Web Marketing

Page 3Marketo Proprietary and Confidential | © Marketo, Inc. 05/02/2023

Today’s Personalized Agenda• Web Personalization …personalize your website

• Sales Insight …personalize their communications

• Ad Bridge …personalize their cross-channel experiences

Chia XiongCustomer Marketing Programs Specialist

Vyoma KapurSr. Manager, Enterprise Marketing Programs

Web Personalization

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Why do we do it?

Increased relevance

Increased CTRs

Increased conversion

rates

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3Ws of Personalization

What?

• What are the objectives?• What should the message, format, design and call to action be?

Who?

• Which segmentation variables to use?• Should we target anonymous or known traffic, or both?

Where?

• Should we personalize on one channel or many?• What parts of the website should we enable personalization?

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What: Types of CampaignsBlog/content recommendations, corporate event promotions, webinars, ebooks etc.

Analyst papers, case studies, field events, in-depth reports, customer story webinars

Product datasheets, product demos

Top

Mid

Bottom

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What: CampaignsObjective: Drive asset downloads & convert anonymous traffic in the Healthcare segmentFormat: Dialog boxes

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Where: Across Channels

WEBMOBILEDISPLAYSOCIAL

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Where: Sample Placements

Sections for targeted messaging

Modules for direct-response campaigns

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Who: Segmentation VariablesTypeBusiness unitGeographyIndustryTech stackLifecycle stageBehaviorEngagementDevice

Customer | ProspectEnterprise | SMBSF | CA | North AmericaHospitality | SoftwareSalesforce CRM | LinkedInPre-opp | Opp stage 2Pricing page | Homepage1st visit | 3rd visitDesktop | Mobile

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Examples of User Experiences

Segment: Industry (publishing)Geo: IllinoisCampaign: Lunch & Learn in Chicago for publishers

Segment: Device (mobile)Campaign: Marketo’s mobile product datasheet

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Overall StrategyOne-off direct-response Ongoing direct-response Ongoing messaging

Objective Drive registrations Drive asset downloads / views Increase relevance

Priority 1 (time sensitive) 2 (not time sensitive) N/A (different placements)

Type of content Events, demos, webinars etc. Definitive guides, ebooks, research papers, case studies etc.

Product descriptions, use cases, customer logos etc.

Placements CTA areas across the site CTA areas across the site More embedded placements

Segmentation Variables Geos (for events) Verticals, business units, page visits Verticals, business units

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How We Set Up Segments

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Customer Focused Segments

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Customer Focused Segments

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Customer Focused Segments

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Customer Focused Segments

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How We Set Up Campaigns

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Customer Focused Campaigns

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Customer Focused Campaigns

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Customer Focused Campaigns

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Customer Focused Campaigns

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Customer Focused Campaigns

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Customer Focused Campaigns

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How We Report on the Results

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How We Report on the Results

Named Account Activity Tracking

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Sample Report• Purpose: sales enablement

• Source: Marketo Web Personalization & Google Analytics

• Contents: account name, pages visited, number of visits

• Cadence: weekly

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Named Account Tracking: Use CasesIndicator Potential Signal Data Application

Spike in activity from an account

Account may be actively researching marketing automation tools/resources

Check reports to find any known contacts visiting, reach out to them, leverage Marketing

Product/pricing page visits

Account is actively considering Marketo and performing due diligence

Request for meeting as soon as possible

Career page visits Employees from account looking for jobs at Marketo

Keep an eye out for visits to product/resource pages

Visits to resources e.g. eBooks, guides etc.

Account looking to learn more on industry/best practices etc.

Keep account engaged with content on similar topics

Visits to demo pages Account may be in research phase Check reports to find any known contacts visiting, reach out with full product demo

Rick SiegfriedCustomer Marketing Manager

Sales Insight

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Marketo Sales Insight (MSI)• Why should a marketer care?• How does a salesperson use it?

Marketo Customer Revenue Model

Marketo Customer Revenue Model

MARKETING

SALES

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Back to Basics… Marketing Programs

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Now into the CRM

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Sales wants that Program Info

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Sales wants that Program Info

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How does SALES leverage that INSIGHT?

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a Marketing message with a Sales touch

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a Marketing message with a Sales touch

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a Marketing message with a Sales touch

Here’s a nice outlook on life..

Here’s a nice outlook on life..

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Marketo Sales Insight (MSI) Plugin

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Send a Marketo Email

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Send a Marketo Email

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Marketo Sales Insight (MSI) Plugin

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Marketo Sales Insight (MSI) Plugin

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Marketo Sales Insight (MSI) Plugin

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Marketo Sales Insight (MSI) Plugin

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Add to Marketo Campaign

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Add to Marketo Campaign

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Add to Marketo Campaign

Divya DuttSr. Manager, Web Marketing

Ad Bridge

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Personalized Retargeting Ads

Facebook

Site Visit

Leaves Site

Industry: Healthcare Revenue: EnterpriseLocation: Canton, OhioInterest: Lead Gen.

MarketoEngagement

Platform

Visitor

Display NetworkSites

Returns to site

Off site visitor

Partner Ad Networks

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Marketo Integrations

Marketo Engagement

Marketing Platform

Product Interests

Verticals

Company Size

Lead Score

Buyer Journey

Create Segmented Lists

AD NETWORKS

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Product Walk Through

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Healthcare Smart List in Marketo

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Send List to Partners

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Find Smart List on Facebook

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Marketo Ads

We have seen 2% increase in conversion rates from these campaigns

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Marketo (Ads)

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What Are the Benefits?

Increase lead quality

Optimize ad spend

Acquire customers faster

Page 66Marketo Proprietary and Confidential | © Marketo, Inc. 05/02/2023

Today’s Personalized Agenda• Web Personalization …personalize your website

• Sales Insight …personalize their communications

• Ad Bridge …personalize their cross-channel experiences

Questions?More Amazing Resources:• docs.marketo.com• marketo.com/summit• nation.marketo.com (sorry,

customers only!)

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