Get Set up and Add a Person
- Topics:
- Getting Started
There are a few things to do before you begin the missions.
Step 1: Log in to Marketo Engage
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Log in to Marketo Engage using the credentials you received by email.
Step 2: Create a Learning Folder
Let’s create a folder to hold everything you’ll make in the missions.
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Go to the Marketing Activities area.
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Click the New drop-down and select New Campaign Folder.
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Name the folder “Learning” and click Create.
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You’ll see the new Learning folder in the left menu.
Step 3: Add Yourself as a Person
Add yourself as a person in Marketo so you can send out test emails to yourself later.
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Go to the Database area.
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Click the New drop-down and select New Person.
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Type your first and last name, email address and company name, then click Create to add yourself as a person.
CAUTION
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Make sure email addresses contain ASCII characters only.
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Marketo does not support email addresses that contain emojis.
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To view your people, open your System Smart Lists in the left menu, then click All People.
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Click the People tab. You should see yourself in the database.