Where to Start where-to-start
Are you starting a new job or taking over an existing instance from another admin and not sure where to start? While taking over a live instance that’s been running for some time can seem a little intimidating, we’ve put together some resources for you to help you get up to speed in no time.
Get Set up in the Adobe Marketo Engage Community get-set-up
Make sure you’re properly set up in the Marketo Engage Community.
-
Set up your profile by filling out required fields (company, solution specializations, country, etc.)
-
Read up on the Adobe Experience League Community guidelines.
-
Learn how to submit a support case and confirm you’re set up as a Support Admin.
Merge Your Marketo Engage Community Profiles merge-your-community-profiles
If you already have a Marketo Engage Community profile with a previous company, follow these steps to bring that history over to your new profile.
Step one: Create a new Community profile create-a-new-profile
-
Create a username and Community profile using either your corporate email address that has access to your current Marketo Engage subscription, or a personal email address.
-
Fill out fields such as company, solution specializations, country, etc.
Step two: Submit a merge request submit-merge-request
After you create your profile with your new account info, submit a request to exlcommunity@adobe.com for merging the data from your old Community profile with your new one. In your request, specify the following details:
- The old email address associated with your old Community profile
- Your new corporate email address associated with the current Marketo Engage subscription, or your personal email (if used) to create your new profile
- Your new username/Community profile URL
Step three: Complete merge and re-log in complete-merge
The Adobe Community team will merge your Community profiles in 4-6 business days. Once it’s completed, you’ll see your engagement history in your new Community Profile upon log in.
If you don’t see your engagement history, try the following:
- Log out of your account and log back in to confirm
- Clear your browser cache
- Log in using an incognito/private browser
- Wait about two hours for the account identities to refresh, then check again
Jumpstart Your Inherited Marketo Engage Instance jumpstart-your-inherited-marketo-engage-instance
Adobe, with input from Marketo Champions, has put together several Marketo Engage Inherited Instance Audit checklists to help you hit the ground running. Learn how to navigate the different areas of Marketo Engage and perform the various tasks required to perform an audit, with links to recommended help documentation included.
You can also download the checklists in spreadsheet form.
Ways to Get Help ways-to-get-help
Need more help? Connect with us or fellow Marketo Engage users via the links below.
-
For technical assistance with something that’s not working properly, contact Marketo Engage Customer Support.
-
Connect with and learn from fellow Marketo Engage users in the Adobe Marketo Engage Community.
-
For hands-on assistance with getting the most out of your Marketo Engage instance, reach out to Adobe Professional Services.
-
Watch curated tutorial videos on different aspects of Marketo Engage.