Customize a Presentation customize-a-presentation

Set up your calendar presentation to reflect the goals and activities that matter most to your team.

AVAILABILITY
Not all Marketo Engage users have purchased this functionality. Contact the Adobe Account Team (your Account Manager) for details.

Choosing the Views choosing-the-views

Presentations cycle through different filter definitions you choose. Pull in as many views as you like and customize the frequency.

  1. From the right tree, drag in the different views you want rotated through in your presentation.

Add a Goal add-a-goal

Presentations are most effective when they display team goals. Drag over different custom goals or smart list goals. You can use up to 10.

  1. From the right tree, drag in different goals you want displayed in your presentation.

Set the Frequency of Rotation set-the-frequency-of-rotation

Once the views have been pulled in, set the frequency at which it rotates between the different views.

  1. Click 5 minutes (this is the default cadence).

  2. Enter a time using minutes. Click Save.

    note
    NOTE
    Display one static view by checking Disable Rotation.

Set the Calendar Display set-the-calendar-display

The calendar display can be changed to a 3-week or monthly view.

  1. Select the Calendar Display drop-down and choose between 3 weeks or one Month.

TIP
Set a background image for your presentation.

Preview a Presentation preview-a-presentation

Once the presentation has been configured, it is ready to be previewed and launched.

  1. Select Preview.

    This is what your presentation might look like.

    To adjust the view, use different filter definitions.

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