Get Set up and Add a Person get-set-up-and-add-a-person

There are a few things to do before you begin the missions.

Step 1: Log In to Marketo step-log-in-to-marketo

  1. Log in to Marketo using the credentials you received by email.

Step 2: Create a Learning Folder step-create-a-learning-folder

Let’s create a folder to hold everything you’ll make in the missions.

  1. Go to the Marketing Activities area.

  2. Click the New drop-down and select New Campaign Folder.

  3. Name the folder “Learning” and click Create.

  4. You’ll see the new Learning folder in the left menu.

Step 3: Add Yourself as a Person step-add-yourself-as-a-person

Add yourself as a person in Marketo so you can send out test emails to yourself later.

  1. Go to the Database area.

  2. Click the New drop-down and select New Person.

  3. Type your first and last name, email address and company name, then click Create to add yourself as a person.

    note caution
    Marketo does not support email addresses that contain emojis.
  4. To view your people, open your System Smart Lists in the left menu, then click All People.

  5. Click the People tab. You should see yourself in the database.

Set Up Complete set-up-complete

You’re ready to begin your first mission!

Mission 1: Send an Email Blast ►