Tech Sessions: Getting the Most out of Marketo Measure
Join us for an exclusive Tech Sessions webinar featuring KC, a Technical Support Engineer at Adobe with over seven years of experience in Marketo Measure. This session is designed for experienced users looking to enhance their platform configuration and unlock the full potential of Marketo Measure.
We’ll explore best practices for touchpoint intake, customer settings optimization, and data accuracy strategies to ensure you’re capturing the most valuable insights. Key topics include Marketing Channel priorities, Stage Mapping, and Segmentation techniques to refine your Lead and Opportunity insights for more precise reporting.
Don’t miss this opportunity to learn from an expert and take your Marketo Measure expertise to the next level!
Key takaaways
Marketing Channel Best Practices
- Normalize and simplify channel mapping for consistent data categorization.
- Use specific rules at the top and generic rules at the bottom of the priority list.
- Utilize special characters like semicolons and asterisks for concise rule creation.
Segmentation
- Use segmentation to further categorize data for reporting in CRM and Discover.
- Common use cases include region-based segmentation and account size categorization.
- Segments can be applied to leads, contacts, and opportunities for tailored reporting.
Custom Stage Mapping
- Define and organize lead, contact, and opportunity stages to track lifecycle milestones.
- Use custom stages to allocate revenue credit and touchpoint positions.
- Prioritize stages logically (specific to generic) and ensure proper classification (open, lost, converted).
Touchpoint Suppression
- Suppress unwanted touchpoints to reduce noise and focus on actionable data.
- Common suppression rules include internal user suppression and time-based suppression.
- Suppression removes data from both CRM and Discover, while removal only blocks CRM data.
General Recommendations
- Use best practices for clean and actionable data reporting.
- Leverage tools like boomerang stages for tracking reentry into lifecycle stages.
- Submit support cases for complex configurations or troubleshooting.
At a glance
Product: Marketo Measure
Series: Experience Cloud Tech Sessions
Role: Admin,Developer,Leader,User