5 Tips For Marketo Beginners | Perficient Digital

5 Tips For Marketo Beginners

Calling all marketers that are new to Marketo! First of all, welcome to a whole new world of marketing automation.

Maybe you’ve worked with providers such as Hubspot, ConstantContact or MailChimp, but it’s important to know that Marketo has a LOT to it – which is probably why you’re both excited and a bit nervous to dive in. We get it.

This is why we’ve rounded up our five tips for beginners getting started in Marketo. Check out each of these resources below and you’ll be on your way to marketing automation domination.

1. Explore the Marketo Product Documentation

First things first, start to get familiarized with the Marketo basics by exploring the Marketo Product Documentation. This is your one-stop-shop for getting the download on all the product functionality, understanding Marketo terminology and icons and the quarterly release notes.

Marketo Documentation Welcome Screen

 

2. Attend Marketo’s Free Training

Did you know that Marketo has a huge library of free training to help new users better understand the core functionality? Once you’re ready to dive a bit further after exploring the Marketo Product Docs, move on to attending these free training sessions.

 

 

3. Engage with the Community

One of the biggest assets is the community that engages in knowing all-things Marketo. You can access this by logging into Marketo and selecting “Community” at the top right-hand corner.

The Community is a place where you can ask and answer questions with other Marketo users. You’ll likely also find users with similar business issues as you, so ask away! You’re bound to get ideas and answers to your questions.

Tip: Read the Understanding the Community

If you’re feeling like you want to meet these people in real life, register for a Marketo User Group!

 

4. Explore Marketo’s Four Main Areas of Navigation

Now that you’ve gotten acquainted with Marketo terms, maybe mingled with other Marketo users, you’re ready to head into Marketo. Marketo’s four main navigation areas include: Marketing Activities, Design Studio, Database, Analytics.

These are the areas where you’ll likely be living in Marketo, as these areas enable you to create all your workflows, processes, emails, forms, and everything in between.

 

5. Test the Core Marketo Concepts

Are you ready for the best part?

The part where you actually start to make things happen in Marketo. Below are the six biggest areas where you’ll be working – but remember that there’s a lot more to Marketo. This is your best starting point though.

-Programs

-Smart Campaigns

-Smart Lists

-Emails

-Forms

-Landing Pages

Alright, future Marketo expert, we hope these tips helped guide you in the right direction of getting started with using Marketo. Also, if you ever need an agency partner to help move faster and further with Marketo, learn how we can help.

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