Marketo Advanced Course

Configure a Marketo instance by setting a professional custom domain for landing pages, define SPF and DKIM records, and configure DNS/CNAME entries for tracking and verification.

Explore how the Marketo REST API enables secure integration, including creating API users, obtaining access tokens, and calling endpoints with JSON data.

Learn lead upload via API in Marketo as part of the advanced course, focusing on lead upload via API within Marketo.

Trigger real-time notifications to the sales Slack channel when a Marketo form is filled, using a webhook in a smart campaign to send data like phone number, company, and query.

Explore real-time webhook as a key integration method, contrasting it with API and orchestration, and learn how trigger and scheduled webhook flows enable instant data sharing between systems.

Discover how webhooks transfer data between systems using a url, json, and optional xml, and how get and post methods enable communication and integration.

Configure webhooks in Marketo by adding a Slack integration, copying the incoming webhook URL, and posting a template payload to trigger lead updates in a smart campaign.

Showcase velocity script live examples to tailor email content by country. Use segmentation and velocity scripting to display Namaste for India or Nepal, or Welcome to Canada.

Explore the basics of velocity scripting, a programming language used by Marketo to create dynamic emails. Learn its core concepts, environments, and template-driven conditional content.

Master velocity scripting basics, keywords and operators, to construct conditional code with if, else if, else, relational and logical operators, and arithmetic and assignment operators for testing in Marketo.

Compare native and manual Marketo CRM integrations, focusing on Salesforce and Dynamics; configure authentication, create users, map lead and contact fields, and enable regular campaign-sync.

Navigate the admin area to manage four sections: security, other marketing activities, integration, and database, enabling secure accounts, marketing controls, feed creation, custom objects, and API or web service integrations.

Explore admin security in Marketo and configure account details. Enforce strong password policies, set expiry dates, and manage IP restrictions by adding blocked addresses.

Create custom roles for analysts, events and marketing teams, assign permissions from admin to API and analytics design studio database, and invite new users to access Marketo.

View a user's login history with IP addresses, login dates and times, and assigned roles by selecting a date range and downloading the report, including failed login attempts.

Explore audit trail as the advanced login history format to track user actions, assets, timestamps, and changes, with filters and export options to generate reports.

Manage Marketo workspaces and partitions to isolate activities and data, assigning partitions to workspaces and linking the database within a single Marketo instance for product or team needs.

Explore location settings, implement smart campaign limits to avoid overload, configure email sender and unsubscribe options, and optimize domain, tracking, SPF and DKIM to improve deliverability.

Set and enforce daily and weekly communication limits to prevent email spam, control how often marketers contact customers, and protect recipients from annoying experiences.

Learn to create and manage tags and channels in Marketo, add tag values, mark mandatory options, edit tag details, and track program usage across channels and tag associations.

Create new custom fields for relevant objects by selecting a data type and name, then create; you cannot delete fields, but you can hide, block updates, mark sensitive, and export.

Master DNA privacy controls, munchkin tracking, landing page settings with prefill script, custom domains, fallback pages, personalized URLs, and the custom layout designer for lead and activity data.

Explore third party integration with Marketo using launch point services, including direct partner integrations and API or webhook options to connect apps instantly.

Use Marketo's global validation rule to block non-relevant domains and protect B2B forms. Configure it in admin, enable the rule, and manage the allowed or blocked domains across all forms.

Set up reCAPTCHA in a Marketo form and explore practical steps, while weaving in open source themes and Zoom references from the caption.

Explore how templates provide pre-designed layouts to speed up landing page production. Learn HTML, CSS, variables, and syntax that follow Marketo environment rules to create templates for campaigns.

Explore landing page editing modes in Marketo, comparing free form and guided modes to control content changes, element dimensions, and design-level restrictions.

Explore the elements supported by Marketo templates and landing pages, including image, a Marketo form, text, video, and market snippet, with the social share button slated for discontinuation.

Master how to declare elements in Marketo templates, including text, image, forms, and video, using class, id, and friendly name to propagate changes across landing pages.

Build a Marketo landing page template in guided editing mode, insert image, text, form, and snippet, then create, preview, and activate landing pages.

Explore variables in a landing page editor to dynamically control elements, colors, and visibility. See how marketers paste urls to update the logo link and other elements without editing html.

Master three landing-page variables: string type to make images clickable, color variable to control element colors, and boolean variable to toggle a form, all via head section code and templates.

Create email templates by declaring elements such as rich text, images, snippets, and videos, and using pre-designed layouts and modules.