marketo q4 2016 product release presentation

QuarterlyFeatureRound-Up

FrankPassantinoSenior ProductManager,Marketo

MaheshJeswaniPrincipal ProductManager,Marketo

HostedbyMarketoProductManagement

ChristinaFuentealbaLead ProductManager,Marketo

David MeyersProductManager,Marketo

NewPermissions

New PermissionsGives admins control over operational emails and smart campaign settings

• What’s New• Adding two new features:

• Make Email Operational• Edit Smart Campaign Restrictions

• Availability• Included in base at no additional cost

PredictiveContentforEmail

MarketoProprietaryandConfidential|©Marketo,Inc.1/19/17

Predictive Content

Usingmachinelearningandpredictiveanalyticstoautomaticallyrecommendtherightcontenttotherightprospectbasedonvisitorandbehaviorprofilesonwebandemail.


Predictive Content

1. Auto-Discoversandmapsallofyourcontentassets

2. Learns whichcontentworksbestandforwho

3. Recommends relevantcontenttowebvisitors&leadson

webandemail.


Web Recommendation Bar


Web Rich Media

EmailEditor- Preview


How can Predictive Content for Email help you?• Nurture customerswithcontentthatispersonalized

• Relyonintelligentalgorithmstodothematchingwithout

losingtheopportunitytoaddthehumantouch

• Leverageexistingcontentinarelevantwayacrosschannels

• ImproveResults!Morecontentconsumption,better

engagement,andmoreconversion.ATSCALE!


What’s News

1. UIandUXforPredictiveContentApp

2. PredictiveContentinEmail


UX Experience (Old)


UX Experience (New)


Predictive Content New FeaturesExists NewFeatures

• Predictive ContentApp• ContentDiscovery+Tracking• PredictiveAlgorithm• Predictive ContentforWeb

• Bar• RichMedia


Predictive Content New FeaturesExists NewFeatures

• ContentDiscovery+Tracking• PredictiveAlgorithm• Predictive ContentforWeb

• Bar• RichMedia

• UI&UXExperience• CategorizingContent• Date scopeforanalytics• InLineEditorforPredictiveContent

Preparation• MakePredictiveinEmail• 8layouts for Predictive inEmail• SmartListsbyPredictiveChannel


How does it work?

EditContentandApprove

PredictiveAlgorithmatWork

RecommendLayouts,Configure&Sendemail

Identifyinsights&Report

Discover&TrackContent

MyMarketo(PredictiveContentApp)

• DeploytheRTPJavaScriptTag

• TurnonContentDiscovery

• AddCategoriesforContentGrouping

• DefineContentURLPatterns

SetUp

Dashboard

AllContent

PredictiveContent

PredictiveContent- Edit

EmailEditor

EmailLayouts

EmailEditor– PredictiveEnabled

EmailEditor- Preview

EmailOutcome

Dashboard

SmartList PredictiveTriggers+Filters

AuditTrail

• Snapshotofthecurrentstateofyoursmartcampaign

• Includesnames,valuesandsequentialorderofFILTERSand TRIGGERS

ChangeDetails- SmartCampaign

• Snapshotincludesthenames,valuesandsequentialorderofyourFLOWSTEPS

ChangeDetails- SmartCampaign

ChangeDetails– Roles/Permissions(Admin)• Whencreatingoreditingarole,we’llshowasnapshotoftheassignedPERMISSIONS

• Wheninvitingoreditingauser,we’llshowasnapshotoftheallocatedROLES andWORKSPACES

Willanswerthequestion“Whocreatedanadminuser?”

ChangeDetails– Users(Admin)

* Not all instances have workspaces

UniversalID


What is Universal ID?UniversalIDallowMarketouserstoaccessmultipleMarketosubscriptionswiththesamelogincredential.

Production USA

Sandbox 1

Sandbox 2

Production Europe

Sandbox 3

Sandbox 4 • TargetedAudience:• CustomersusingMultiple

Marketosubscriptions• Agencies/Partners

• Roll-out:• Availableperrequest• Requirequalificationstep


UserInvitation• Userseesloginscreen

insteadofpasswordresetscreen

• Userneedstoopt-intoaccess2nd subscription

• Systemwillaskforresetpasswordifcurrentpassworddoesn'tcomplywiththepasswordpolicyof2nd subscription


Pete Lucas

SwitchingbetweenSubscriptions

• SwitchbetweenMarketosubscriptions

• Subscriptionmustbeuniversalidenabled


SingleCommunityProfile• Usercanhave‘single

communityprofile’connectedtomultiplesubscriptions

• Ifcustomerwanttouseoneoftheirexistingcommunityprofilewiththeiruniversalid,thentheyshouldchoosethetheloginIdthatislinkedtothatcommunityprofile


Things to Remember• Userneedstoopt-inandacceptlegalterms toaccess2nd

subscriptionwithsamelogin.Ittakes15minstogetaccesstonewsubscriptions.

• UniversalIDusersbydefaultloginintothesubscriptionwhichtheyhavelastloggedinto.Thisincludesmobileapps.

• RESTAPIusersarestilluniquetotheinstance.

• Admincan’tchangeMarketouser’sprofiledatae.g.firstname,lastname,emailaddress.Userneedstochangeitbythemselves.


Process to request for Universal ID• CreateasupporttickettoenableUniversalIDandprovideatleast 2Marketoinstanceswherethisshouldbeenabled.

• Marketosupportwillqualifytherequestbasedonyourcurrentsetupandcurrentknownlimitations

• Ifqualified,MarketoenablesUniversalID

FacebookOfflineConversions


Problem

TargetedAudience:CustomersusingFacebookLeadAds


Solution - Facebook Offline Conversion


How to Configure


Enable Offline Conversion


Configure Revenue Model


Facebook Offline Conversion


Additional Pointers


Features Delivered

• AccountTeam• WeeklyABMSalesReport• AccountListLevelTrending• NamedAccountAPI’s

TargetedAudience:CustomersusingorplanningtouseMarketoABM


Account Teams• AccountTeamshelpsalignsales&marketingonnamedaccounts

• Drivebettercollaboration,accountabilityandproductivity

• Userolestobuildaccountlists(e.g.AccountOwner)

• StaysinsyncwithCRM


Emailed ABM Sales Report

• NamedaccountintelligencedeliveredtoeachAccountTeammembers’Inbox

• Useweeklytrendonsalespipeline&accountengagementtoprioritizeactivities

• TopEngagedPeoplemakeeachreportactionable

• Keepaccountteamsinsync


Account List Trends• Getbird’seyeviewofrevenueandpipelineattheaccountlistlevel

• Quicklycatchtrendsthatrequirestrategiccorrections

• ShowhowABMstrategiesareworkingacrossgroupsofnamedaccounts

• Compareaccountlisttrendstoseewhereadditionaleffortwillhavethegreatestimpact


Named Account APIAnalytics

& Big Data

Customer

Data

Events &

Webinars

Lifecycle

Marketing

Mobile

Marketing

Online Ads &

Campaigns

Sales

Tools

Social

Media

Top of the

Funnel

Video

Marketing

Content

Marketing

• Enrichnamedaccountsforbetterpersonalization

• Usepredictiveaccountscoresforbetterprioritization

• Target“look-a-like”accountswithahighprobabilityofclosing


• Accountlistmaxsizehasincreasedfrom500to2,000• AnewcolumnhasbeenaddedtotheOpportunitytabfor‘Type’

• SyncedfromCRMsystem• ShowsvaluessuchasNewBusiness,X-sell/Upsell,Renewal,etc.

Other Enhancements

ThankYou!MarketoProductManagement