q3 spring release feature round up

Quarterly Feature Round-Up

Christina FuentealbaSenior, Product Manager,Marketo

FrankPassantinoSenior Product Manager,Marketo

Mahesh JeswaniSenior Product Manager,Marketo

DougMarshalDirector, Product Management,Marketo

Hosted by Marketo Product Management

Email Enhancements

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

Email 2.0 Enhancements

Introducing Local Variables


Email 2.0 EnhancementsDefault Modules in Templates

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Image Size and Style Locking



Code Searching



My Tokens as Image Elements

Audit Trail


What is Audit Trail?A new feature that gives you a self-serve way to get a complete history of changes made within your subscription. Audit trail will answer these inquiries:

• What happened to this asset or setting, and who last updated it?• What has user X been up to?• Who is logging into our account?

Auditing began on Sept. 14, 2016


Benefits• A necessity for customers who have large teams using Marketo

and who have multiple admins• Creates accountability among users and admins• Unexpected behavior can be addressed quickly with corrective

action – low downtime• Reduces the number of user-generated errors and support calls• Provides more security measures to understand who is accessing

the subscription

• You already have it!• If you don’t see it, please talk to your admin.• Audit trail is controlled by two new permissions that must be

assigned to your user role in the system.

Get Audit Trail


In-Scope• Audit trail includes:

• Asset audit trail• Admin settings audit trail• User login history

• New UX to view and filter data• Display a max of 30 days worth of data in the UI• Export max of 6 months worth of data into a csv


Out-of-Scope• Versioning and rollback• Analytics, reporting or alerts• Tracking activity in RTP or RCA• External API (coming at a later phase)

Preview

Marketo + Vibes SMS


Marketo-Vibes SMS Integration• Make Vibes SMS a first-class citizen in Marketo

• SMS Editor• SMS Triggers and Filters• SMS Asset Dashboard

• Manage SMS Subscriptions in Marketo• Use the power of Marketo Smart Campaigns to target

and send SMS messages


Subscription Features• Subscriptions by phone using keywords and shortcodes

• Acquisition campaign

• Unsub by phone using keywords• Common unsub terms (STOP, QUIT, EXIT, etc.)

• Subscribe using Marketo smart campaign• Select an Acquisition campaign

• Unsub using Marketo smart campaign• Select the Vibes list

Account Based Marketing


Account-Based Marketing (ABM)

“Focus on those accounts that matter most.”


The Right Accounts & People Cross-Channel with

Personalized Campaigns

Impact on account engagement,

pipeline & revenue

Marketo ABM = The 3 Essential ABM Capabilities

Target Engage Measure

Lead Centric Data ModelO7O1 O2 O3 O4 O5

L1C8

L2 L4 L5 L6C9 C10

Fill out FormList Import CRM Sync

: Lead : Contact : Org label : Org object

O6

C7

Lead Record “Company” Field

People

Visit Web Page

A3

: Anonymous

API’s

Marketo ABM Data Model

: Lead : Contact

A1

A3 A4A2

A5

: Account

L1 L2 L3 L4 L5 L6 C7


What Makes Marketo ABM Different?

Target Engage Measure

AccountsWe combine all the essential components of ABM

CFO CMO VP Sales

LeadsPlus powerful lead management capabilities

In ONE platform


Benefits to One Platform:• One source of truth for account list,

named account, opportunity and lead relationships

• Much easier to orchestrate engagement with leads AND accounts across all channels

• Fewer integrations to build/maintain

• One common user interface to learn

Marketo

Thank You!Marketo Product Management