Documentation
Marketo Measure
Marketo Measure Tutorials
CRM Settings
Last update:
September 30, 2023
Topics:
Fundamentals
CREATED FOR:
Beginner
User
A review of the CRM setting in Marketo Measure.
More help on this topic
Settings for Leads, Contacts and Opportunities
Review Reporting Settings (Pt.1)
Using Marketo Measure as a CMO or VP
Previous page
Review Channel and Integration Settings (Pt.2)
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Settings for Leads, Contacts, and Opportunities
Table of contents
Marketo Measure
Expand all sections
Marketo Measure Tutorials
Marketo Measure Overview
Marketo Measure Installation
Marketo Measure installation
Modify permission sets
Share and hide reports and dashboards
Create the Marketo Measure account
Onboarding
Best Practices
Review Reporting Settings (Pt.1)
Review Channel and Integration Settings (Pt.2)
CRM Settings (Pt.3)
Settings for Leads, Contacts, and Opportunities
Online Channel Setup
Ads Connection Overview
SFDC Instalaltion Overview
Offline Channel Setup
Connection with Marketo Engage
Activity Touchpoints
Suppression, Segmentation, and Cost
Marketing role
Using Marketo Measure as a CMO or VP
Use Marketo Measure as a demand gen/paid media marketer
Use Marketo Measure as a content marketer
Use Marketo Measure as an events marketer
Use Marketo Measure as an email marketer
Marketo Measure 101
What is attribution
What is Marketo Measure
Marketo Measure data
Touchpoints
Attribution models
Marketo Measure 102
The Marketo Measure ROI dashboards
Stock Salesforce reports
Additional Salesforce reports
Data Warehouse
Marketo Measure and Salesforce
Leads by ID report
Create channels and subchannels
Set up channel rules with a CSV rile
Campaign object fields
Map offline channels
Sync offline campaigns
Fundamentals
Touchpoint suppression
Activities attribution
Marketo Measure Discover
Introduction to Marketo Measure Discover
Discover Overview Dashboard
Discover Attributed Revenue
Discover ROI Dashboard
Determine which channel is performing (Pt.1)
Determine which channel is performing (Pt.2)
Discover Funnel Reporting (Pt.3)
Definitions
Touchpoints
What is a touchpoint?
Milestone touchpoints
Touchpoint components
Online & offline touchpoints
Attribution
What is attribution
Attribution models
First touch model
Lead creation model
U-shaped model
W-shaped model
Full path model
CRM Objects
Overview of Marketo Measure taxonomy
CRM objects
Lead Object
Contact object
Opportunity object
BT object
BAT object
Marketo Measure person
UTM Parameters
How Marketo Measure tagging works
Connecting integrated platforms with Marketo Measure
Anatomy of a UTM parameter
UTM best practices
UTM parameter auto tagging tools
UTM tagging
Account-based Marketing
Account Based Marketing overview
Accounts by Engagement Score
Accounts with Leads and Contacts report
Touchpoints per Account report
Boomerang Stage
Introduction to boomerang stages
Set up boomerang stages
Marketo Measure Ultimate
Marketo Measure Ultimate Overview
Attribution AI Overview
Evangelist talks
Marketing attribution and metrics
Marketing attribution maturity
Marketing attribution and data silos
Experience League Live Recordings
Marketo Measure’s New Discover Dashboards
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