Developing internal onboarding and training roadshow

Last update: August 19, 2024

CREATED FOR:

  • Beginner
  • Admin

As you bring a new Marketo Engage instance live, it’s time to bring the relevant teams up to speed to leverage Marketo Engage for their jobs.

These internal onboarding and training best practices were provided by Naomi Liu, an Adobe Marketo Engage customer, shares internal onboarding and training best practices derived from her experience implementing a new instance for Electronics for Imaging’s global teams. Follow her insights to craft an effective training plan for your internal teams.

Why develop an internal onboarding plan as you implement the new instance?

As administrators of Marketo Engage, you not only have to equip yourself with the new tech stack capabilities, but also drive the new technology adoption and education. Empowering the internal teams to work at a larger scale relies on education. To do so, you will need to learn how to deliver training on Marketo Engage features that will be most relevant to team members.

How to develop an internal onboarding plan

Step 1: Becoming an Marketo Engage Expert yourself

As an administrator, you should start by immersing yourself in Marketo Engage resources, such as the Marketing Nation Community and documentation. During the evaluation and implementation phases, regularly read and explore these materials to build your expertise.

Step 2: Developing team training strategies

  • When training your marketing operations team, consider staggering their attendance on Core Concepts 1 and 2 courses. Ensure that team members attend different classes with different instructors to gain varied perspectives and insights to share with the group.
  • Take advantage of Adobe Experience League’s tutorials, which offer short, easy-to-digest lessons for your team to begin their Marketo Engage education at their own pace.
  • Encourage team members to share newly acquired knowledge during weekly team calls. This ensures that valuable insights are disseminated across your team who administer the instance effectively.

Step 3: Developing internal training roadshows

  • Developing Training Modules: Once you’ve gained proficiency, focus on creating customized training modules for your marketing business partners. Craft specific modules tailored to different aspects of Marketo Engage, using the sample below to start organizing your training curriculum.
  • Internal Training Roadshows: Consider organizing a roadshow-style tour to deliver training directly to marketing business partners.
  • Start by listing all your marketing business partners and their responsibilities and slot the teams in the ‘Internal Training Roadshows’ table below for their respective learning module.
  • Working with global teams, Naomi chose to conduct in-person training sessions, tailored modules to suit the needs of different business units, and prepared decks for each module to facilitate all learning sessions.

Sample Curriculum: Internal Training Roadshows

Here’s a sample of training curriculum suggested by Naomi Liu for you to customize for your marketing business partners. Download the sample training curriculum for your offline customization.

Session TitleObjectivesTraining MethodsTime Allocation
Marketing Operations Review
  • Marketing Operations team updates and responsibilities
  • Overview of Marketing Technology stack and processes
  • Campaign creation (end-to-end)
  • Review current processes to identify/bridge gaps
In person review, hands on walk through of Marketo Engage, poll of current processes and wants2.5h
Marketo Engage Walkthrough
  • High level walkthrough of Marketo Engage
  • Campaign types and naming conventions
  • Marketo Engage + CRM integration
Live demo, naming convention working session, guest session with sales operations,1.5h
Emails + Landing Pages
  • Overview of email and landing page templates
  • Examples of live landing pages
  • Defining Dialogues audience criteria and target URLs
  • Email + landing page creation best practices
Live working links, interactive examples, review of industry best practices1h
Event Management + Webinar IntegrationRegistration pages + iPad check-in appLive demo of webinar registration process and iPad check in app1h
Interactive webinarLive demo of creating, managing, and delivering events within Marketo Engage1h
Conversation automation + Chatbot Solution Integration
  • Activating Chat as a new marketing channel
  • Dynamic Chat – installing chatbot snippet, creating and publishing automated Dialogues
Recorded video of creating Dialogues and developing audience criteria, review of stream designer1h
Marketo Sales Insight
  • Sending and tracking emails from Marketo Sales Insight
  • MSI Outlook Plugin
Recorded video of end-to-end process for easy distribution to new employees1h
Reporting and Analytics
  • Reporting walkthrough
  • Email, landing page and program performance
  • Building your own reports
  • Email and performance Insights
Ongoing training, recorded videos for important sessions, regular reviews2h
Content AI
  • Review Content AI functionality
  • Review assets eligible for Content AI (i.e., landing page, email, and dialogue)
  • Map out process (when/where) to use
Live session, walkthrough to review and how it works1h