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© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Utilizing Tokens & Snippets
Silicon Valley User Group
May 15, 2013
Ryan Vong, SVMUG
Liz Courter, Marketo
Page 2
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Agenda
• Housekeeping & Announcements
• Token Scenarios
• Group Activity
• Snippets
• QA/Feedback?
Page 3
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Housekeeping Items
• Summit 2013 Materials. Summit
presentations/recordings and Revvie winner
submissions are uploaded in the Community. You can
view them here.
• Be Social. Take photos at the meeting today and tweet
out the groups own hash tag #SVMUG
• LinkedIn City Group Participation. Join the city
LinkedIn to network, view meeting presentations,
request meeting topics and more!
• Not receiving MUG invites? Fill out this form
indicating your city and you’ll be added to the list!
#SVMUG
Page 4
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Community Sweeps and Contests!
There will be two contests coming up in the Marketo
Community! One in May, and the other in June, so stay
tuned!
You could win!
Along with Gift Cards, Rockstar Rewards and points…
Page 5
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Help Us Help Worthy Non-Profits With the
Gift of Marketo!
• Use your Marketo skills to help out a worthy non-profit through
Marketo’s Product Donation Program
• Your Role
• You or your company should have an existing
relationship with the non-profit
• If your nominee is selected, you will have
primary responsibility for training the non-
profit team on Marketo
• Deadline for submissions is June 7, 2013
• More info here
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
“Tokens to rule them all…”
- Ryan Vong, SVMUG
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
What are My Tokens?
My Tokens are variables that you can use in your Event, which is a
special type of Program.
• My Tokens enable you to enter information pertaining to your Event
in one place, replace that information with a value you specify, and
retrieve this information in other parts of the application.
• Local Tokens – Exist at Campaign folder or Program level.
• Tokens can be inherited across all programs at the folder level or just
the program level.
• Tokens can be overridden by values at the program level.
Page 8
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Scenario 1: Mass Tokenization for Webinars
1. {{my.Additional_info}}
2. {{my.Body_copy_1}}
3. {{my.Call_to_action}}
4. {{my.From Email Address}}
5. {{my.From Name}}
6. {{my.Headline}}
7. {{my.Headline_text_1}}
8. {{my.Line_item_1}}
9. {{my.Location}}
10. {{my.Marketing_message}}
11. {{my.Product_Offering}}
12.{{my.Meta_keywords}}
13.{{my.Reply Email Address}}
14.{{my.Sorry_body_copy}}
15.{{my.Sorry_marketing_message}}
16.{{my.SubHeadline}}
17.{{my.Subject}}
18.{{my.Thank_body_content}}
19.{{my.Thank_marketing_message}}
20.{{my.Webinar_description}}
21.{{my.Webinar_date}}
22.{{my.Webinar_time}}
23.{{my.Webinar_title}}
24.{{my.Calendar Link}}
Page 9
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Token Locations
From Name
Reply Email Address
Subject
Headline
Sub Headline
Product Offering
Call to Action
Header Text 1
Body Copy
Line Item 1
Marketing Message
Additional Info
Page 10
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Invitation
Template View Preview
• Tokens utilized on invitation for each section.
• Preview show all the local tokens inserted into the template including images).
Page 11
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Landing Page
Template View Preview
• Tokens utilized on the landing page.
• Allows easy updating of content from one place with preset content areas.
Page 12
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Page Optimization
Template View Code View
Tags are inserted into code for SEO
• Tokens utilized in program updates page title and other meta information.
• Easy way to add/manage for each page.
Page 13
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Scenario 2: Tokens in Forms
• Tokens used as a select list.
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
What are Snippets?
Snippets are reusable blocks of content, such as an email footer,
introduction text, or a special offer.
Snippets can consist of text, tokens, and/or images, and you create
Snippets in the Design Studio using a rich text editor.
Snippets can be used in multiple places.
You have the option of making a Snippet dynamic by using an approved
Segmentation, or you can leave them static.
Page 15
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Privacy & Unsubscribe Footer Snippet
Thai
Chinese
Japanese
Page 16
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Dynamic Snippet
• Based on segmentation on Language Preference
• Shared across all workspaces
• Default admin footer and view as web page removed
© 2012 Marketo, Inc. Marketo Proprietary and Confidential
Thank you!
Questions, comments or suggestions for our next meeting,
please send to:
Ryan Vong – ryan@digital-pi.net
Liz Courter – lcourter@marketo.com

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Marketo Silicon Valley User Group - May 15, 2013

  • 1. © 2012 Marketo, Inc. Marketo Proprietary and Confidential Utilizing Tokens & Snippets Silicon Valley User Group May 15, 2013 Ryan Vong, SVMUG Liz Courter, Marketo
  • 2. Page 2 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Agenda • Housekeeping & Announcements • Token Scenarios • Group Activity • Snippets • QA/Feedback?
  • 3. Page 3 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Housekeeping Items • Summit 2013 Materials. Summit presentations/recordings and Revvie winner submissions are uploaded in the Community. You can view them here. • Be Social. Take photos at the meeting today and tweet out the groups own hash tag #SVMUG • LinkedIn City Group Participation. Join the city LinkedIn to network, view meeting presentations, request meeting topics and more! • Not receiving MUG invites? Fill out this form indicating your city and you’ll be added to the list! #SVMUG
  • 4. Page 4 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Community Sweeps and Contests! There will be two contests coming up in the Marketo Community! One in May, and the other in June, so stay tuned! You could win! Along with Gift Cards, Rockstar Rewards and points…
  • 5. Page 5 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Help Us Help Worthy Non-Profits With the Gift of Marketo! • Use your Marketo skills to help out a worthy non-profit through Marketo’s Product Donation Program • Your Role • You or your company should have an existing relationship with the non-profit • If your nominee is selected, you will have primary responsibility for training the non- profit team on Marketo • Deadline for submissions is June 7, 2013 • More info here
  • 6. © 2012 Marketo, Inc. Marketo Proprietary and Confidential “Tokens to rule them all…” - Ryan Vong, SVMUG
  • 7. © 2012 Marketo, Inc. Marketo Proprietary and Confidential What are My Tokens? My Tokens are variables that you can use in your Event, which is a special type of Program. • My Tokens enable you to enter information pertaining to your Event in one place, replace that information with a value you specify, and retrieve this information in other parts of the application. • Local Tokens – Exist at Campaign folder or Program level. • Tokens can be inherited across all programs at the folder level or just the program level. • Tokens can be overridden by values at the program level.
  • 8. Page 8 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Scenario 1: Mass Tokenization for Webinars 1. {{my.Additional_info}} 2. {{my.Body_copy_1}} 3. {{my.Call_to_action}} 4. {{my.From Email Address}} 5. {{my.From Name}} 6. {{my.Headline}} 7. {{my.Headline_text_1}} 8. {{my.Line_item_1}} 9. {{my.Location}} 10. {{my.Marketing_message}} 11. {{my.Product_Offering}} 12.{{my.Meta_keywords}} 13.{{my.Reply Email Address}} 14.{{my.Sorry_body_copy}} 15.{{my.Sorry_marketing_message}} 16.{{my.SubHeadline}} 17.{{my.Subject}} 18.{{my.Thank_body_content}} 19.{{my.Thank_marketing_message}} 20.{{my.Webinar_description}} 21.{{my.Webinar_date}} 22.{{my.Webinar_time}} 23.{{my.Webinar_title}} 24.{{my.Calendar Link}}
  • 9. Page 9 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Token Locations From Name Reply Email Address Subject Headline Sub Headline Product Offering Call to Action Header Text 1 Body Copy Line Item 1 Marketing Message Additional Info
  • 10. Page 10 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Invitation Template View Preview • Tokens utilized on invitation for each section. • Preview show all the local tokens inserted into the template including images).
  • 11. Page 11 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Landing Page Template View Preview • Tokens utilized on the landing page. • Allows easy updating of content from one place with preset content areas.
  • 12. Page 12 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Page Optimization Template View Code View Tags are inserted into code for SEO • Tokens utilized in program updates page title and other meta information. • Easy way to add/manage for each page.
  • 13. Page 13 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Scenario 2: Tokens in Forms • Tokens used as a select list.
  • 14. © 2012 Marketo, Inc. Marketo Proprietary and Confidential What are Snippets? Snippets are reusable blocks of content, such as an email footer, introduction text, or a special offer. Snippets can consist of text, tokens, and/or images, and you create Snippets in the Design Studio using a rich text editor. Snippets can be used in multiple places. You have the option of making a Snippet dynamic by using an approved Segmentation, or you can leave them static.
  • 15. Page 15 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Privacy & Unsubscribe Footer Snippet Thai Chinese Japanese
  • 16. Page 16 © 2012 Marketo, Inc. Marketo Proprietary and Confidential Dynamic Snippet • Based on segmentation on Language Preference • Shared across all workspaces • Default admin footer and view as web page removed
  • 17. © 2012 Marketo, Inc. Marketo Proprietary and Confidential Thank you! Questions, comments or suggestions for our next meeting, please send to: Ryan Vong – ryan@digital-pi.net Liz Courter – lcourter@marketo.com