Marketo - Product Questions Flashcards
A field needs to be created on the Person object that is visible in both CRM and Adobe Marketo Engage. Which steps always need to be completed in order to accomplish this?
A. Create a field on the lead or contact objects in CRM. provide read/write access to the Adobe
Marketo Engage Sync User
B. Create a field on the person object in Adobe Marketo Engage, refresh the schema in Adobe
Marketo Engage
C. Create a field on the lead and contact objects in CRM, add this field to Marketing User page layout
B. Create a field on the person object in Adobe Marketo Engage, refresh the schema in Adobe Marketo Engage
Which two Sales CRM platforms are natively synchronized with Adobe Marketo Engage? (Choose
two.)
A. Salesforce
B. Zoho
C. Microsoft Dynamics
D. Freshworks CRM (Formerly Freshsales)
A. Salesforce
C. Microsoft Dynamics
Adobe Marketo Engage natively synchronizes with Salesforce and Microsoft Dynamics CRM platforms. These are the only two CRM platforms that have a native integration with Adobe Marketo
Engage and do not require any third-party connectors or custom solutions.
Michael manages the Adobe Marketo Engage instance for his company. In order to ensure that each
regional team can view and edit only their own programs, Michael has implemented Workspaces.
The team recently hired an intern in the Asia Pacific Japan (APJ) region who will be responsible for cloning and preparing programs for launch, working strictly within the APJ Workspace. Custom Roles have not been set up in their Adobe Marketo Engage instance.
What is one step Michael must take in order to limit the intern’s access to work strictly to the APJ
Workspace?
A. Create a Role for the intern that grants permissions only for the APJ Partition.
B. Create a Role for the intern that grants permissions only for the APJ Workspace.
C. Create a User for the intern that grants access only to the APJ Workspace.
C. Create a User for the intern that grants access only to the APJ Workspace.
To limit the intern’s access to work strictly to the APJ Workspace, Michael must create a User for the intern that grants access only to the APJ Workspace. This can be done by selecting the APJ Workspace
from the Workspaces drop-down menu when creating the User. The User will then only be able to view and edit programs and assets within that Workspace.
Ajay has joined as the Adobe Marketo Engage Administrator for ACMEWorld theme park. He would
like a comprehensive list of actions that users have taken within the Adobe Marketo Engage instance
in the last six months. Also, he wants to know who updated the Webinar registration landing page in
the last month.
Where would Ajay find these details?
A. Check User Login History
B. Use Audit Trail
C. View Lead Activity
B. Use Audit Trail
To find a comprehensive list of actions that users have taken within the Adobe Marketo Engage instance in the last six months, Ajay can use Audit Trail. Audit Trail is a feature that tracks all user activities within an Adobe Marketo Engage instance, such as creating, updating, or deleting programs, assets, fields, users, roles, etc. Audit Trail also shows who updated the Webinar registration landing page in the last month by filtering by user name, date range, and activity type.
A business practitioner is building a Center of Excellence’ workspace in their Adobe Marketo Engage
Instance to house their best practice landing page and email templates. They would like to build and store these assets in this workspace in the Design Studio and share them across all workspaces in the Adobe Marketo Engage instance.
What does the business practitioner need to do in order to share these assets across all workspaces?
A. Put them inside a folder and share that folder with the other desired workspaces.
B. Clone them to the Design Studio of the other desired workspaces.
C. Approve them and they will automatically be shared with all other workspaces.
A. Put them inside a folder and share that folder with the other desired workspaces.
To share landing page and email templates across all workspaces in the Adobe Marketo Engage instance, the business practitioner needs to put them inside a folder and share that folder with the other desired workspaces. This can be done by right-clicking on the folder in Design Studio and selecting Share Folder. Then, the business practitioner can select which workspaces to share the folder with and what permissions to grant them
Sarah has logged in to her Adobe Marketo Engage Instance and realized that she can only view and
access the Default Workspace. Sarah sent a request to the Adobe Marketo Engage Admin, Greg, to update her permissions so that she can also view and access the APJ Workspace.
What does Greg need to do in order to make this happen?
A. Assign the team member’s User to the APJ Partition.
B. Adjust the team members User to allow access to the APJ Workspace
C. Adjust the team members Role to allow access to the APJ Workspace.
B. Adjust the team members User to allow access to the APJ Workspace
To grant access to a different Workspace, Greg needs to adjust the team member’s User to allow access to the APJ Workspace. This can be done by editing the User and selecting the APJ Workspace from the Workspaces drop-down menu. Assigning the User to a different Partition will not change the Workspace access, and adjusting the Role will affect all Users with that Role.
An Adobe Marketo Engage user created a form in Design Studio rather than within a program in
Marketing Activities.
According to best practices, what is a reason for creating a form in Design Studio?
A. There are more design options for the form’s layout
B. The form can be shared across workspaces
C. The form can be used across multiple programs
C. The form can be used across multiple programs
A reason for creating a form in Design Studio rather than within a program in Marketing Activities is that the form can be used across multiple programs. This allows for reusability and consistency of
forms. Creating a form in Design Studio does not offer more design options or enable sharing across workspaces.
An Engagement Program has not deployed the next new email even though there are people in the
stream and the cadence set correctly.
What is one possible reason the email has not been launched?
A. The new email has not been activated.
B. The stream has not been set as activated.
C. All Persons in the stream have exhausted their content.
A. The new email has not been activated.
A possible reason the email has not been launched is that the new email has not been activated. An email must be approved and activated before it can be sent out by an Engagement Program. If the
email is not activated, it will be skipped by the cast. The stream and the content do not need to be activated for the email to be launched.
A marketer is setting up a form on an Adobe Marketo Engage landing page for a gated content program, with pre-fill enabled for the fields First Name, Last Name, Email Address, and Company Name. The gated content is promoted via email to existing customers and via social media to reach a broader audience.
For which audiences will the fields First Name, Last Name, Email Address, and Company Name pre-fill when they go to the landing page?
A. Only for people who click the link in the email
B. Only for people already known in the database
C. For all people going to the landing page
B. Only for people already known in the database
The fields First Name, Last Name, Email Address, and Company Name will pre-fill for only people already known in the database. Pre-fill is a feature that populates form fields with data from a known lead’s record. If a person is not known in the database, such as someone who clicks the link from social media, the fields will not pre-fill.
An Adobe Marketo Engage instance has the following folders set up under Marketing Activities:
- 01 Archive
- 02 Marketing Programs
- 03 Operational Programs
- 04 Testing and Learning
In the My Tokens tab of the 02 Marketing Programs folder, several tokens have been set up:
- {{my.From Email Address}} | Email sender address
- {{my. From Name}} | Email sender name
- {{my.Salutation}} | Dear customer
Why have these tokens been set up in this folder?
A. As an easy example to copy to all programs Inside the folder.
B. So they will be available in all programs inside the folder.
C. No reason. Tokens only have a function inside a program.
B. So they will be available in all programs inside the folder.
The tokens have been set up in this folder so they will be available in all programs inside the folder. Tokens are inherited from the parent folder to the child folder or program, so any tokens set up at the folder level can be used by any program within that folder. This allows for consistency and efficiency when creating programs and assets that use the same token values.
David wants to time-stamp a custom field called ‘MQL DateTime Most Recent’ every time a person reaches the MQL stage. He will use a smart campaign that triggers upon MQL and the flow will have no wait steps.
Which type of token would he use in the “Change Data Value” flow step required to achieve his goal?
A. System
B. Person/Lead
C. Trigger
A. System
To time-stamp a custom field with the current date and time, David would use a System token in the “Change Data Value” flow step. System tokens are tokens that reference system-level information,
such as date, time, IP address, etc. The System token for date and time is {{system.dateTime}}. Person/Lead tokens and Trigger tokens are not suitable for this purpose, as they reference person-level information or trigger-specific information.
Kelsey is building a consent management program. As part of the program build, Kelsey has built a smart campaign that will update a person’s record with the opt-in date in the flow when their Marketing Opt-in changes to True. There are no other triggers or filters in the smart list in the smart campaign.
Will the campaign process all leads who have a Marketing Opt-in value of True?
A. Yes, the campaign will process new and existing leads regardless of source (i.e., webform fill out.
list import. CRM, etc.)
B. No, the campaign will only process web form fill out leads but not leads from a list import.
C. No, the campaign will process only existing leads but not new leads.
B. No, the campaign will only process web form fill out leads but not leads from a list import.
The campaign will only process web form fill out leads but not leads from a list import. This is because the trigger “Data Value Changes” only fires when a person fills out a form, clicks a link in an email, or visits a web page with Munchkin tracking code. It does not fire when a person is created or updated by a list import, API call, CRM sync, or manual change. Therefore, only leads who fill out a form and change their Marketing Opt-in value to True will qualify for the campaign.
Keeghan consistently monitors new names that are created in his Adobe Marketo Engage instance.
His people performance report shows that there were 100 new leads created yesterday. He asked his team if they could confirm where the leads came from but unfortunately they did not know. There are no operational programs tracking and setting person source in the instance.
Which field can Keeghan check to give him some indication of where the leads came from?
A. Original Source Info
B. Lead Source
C. Acquisition Program
A. Original Source Info
A field that can give some indication of where the leads came from is Original Source Info. This is a system-managed field that captures the first known referrer URL for a person. It can help identify the
source of web traffic that led to the person’s creation in the database. Lead Source and Acquisition Program are not system-managed fields and may not be populated or accurate for all leads.
An analyst notices that a particular program does not appear in any revenue cycle explorer, program or opportunity analyzer reports.
Channel settings:
Channel: Online Content
Applies to: Default
Analytics Behavior: Inclusive
Program settings:
Channel: Online Content
Costs: 0
Analytics Behavior: Operational
What is a reason the program would not appear in
reporting?
A. The Analytics Behavior on the channel is set to Inclusive’.
B. The Analytics Behavior on the program is set to Operational’.
C. The program has the period cost set to 0 for the current month.
B. The Analytics Behavior on the program is set to Operational’.
A reason the program would not appear in reporting is that the Analytics Behavior on the program is set to Operational. Operational programs are excluded from most reports in Marketo Engage, such as Revenue Cycle Explorer, Program Analyzer, and Opportunity Analyzer. They are only included in Email Performance and Email Link Performance reports. The Analytics Behavior on the channel, the period cost, and the program status do not affect the program’s visibility in reporting.
Rishi has identified a particular person that Adobe Marketo Engage consistently and repeatedly
excludes from email sends. This issue persists even when the person qualifies for the smart list, even
when Rishi marks the email operational, and even when Rishi turns off communication limits.
What are two fields on the persons record that have the power to prevent email sends to this extent?
(Choose two.)
A. Unsubscribed
B. Marketing Suspended
C. Email Address
D. Email Invalid
A. Unsubscribed
D. Email Invalid
Two fields on the person’s record that have the power to prevent email sends to this extent are Unsubscribed and Email Invalid. Unsubscribed is a field that indicates whether a person has opted
out of receiving marketing emails. If this field is set to True, Marketo Engage will not send any nonoperational emails to that person. Email Invalid is a field that indicates whether a person’s email
address is valid or not. If this field is set to True, Marketo Engage will not send any emails (operational or non-operational) to that person. Marketing Suspended and Email Address do not have the same effect as Unsubscribed and Email Invalid.
An Adobe Marketo Engage user is setting up an event program, so she is creating a landing page with a registration form. She wants existing customers and new leads to land on a different thank you page after submitting the form, so she adds the field ‘Is Customer’ as a hidden field to the form.
Why is this field required on the form?
A. So she can alert the Sales Owner of the registrant about their interest.
B. So she can use It as a choice with the Thank You Page in Form Settings
C. So she can use it in a Smart Campaign to follow-up the registration.
B. So she can use It as a choice with the Thank You Page in Form Settings
The field ‘Is Customer’ is required on the form so she can use it as a choice with the Thank You Page in Form Settings. This will allow her to redirect existing customers and new leads to different thank
you pages based on the value of the field. The field is not needed to alert the Sales Owner or to use it in a Smart Campaign, as those actions can be done based on other criteria.
A marketer has run a whole email A/B test within an email program, and there was a clear winner
defined when the test finished running. The marketer then wants to send a follow-up email to everyone who received the losing email.
How would they find the list of people who received the losing email?
A. It is not possible to see who received which test variant
B. Use the Was Sent A/B Test filter with a Variant constraint
C. Use the Was Sent Email filter with the Test Variant constraint
C. Use the Was Sent Email filter with the Test Variant constraint
To find the list of people who received the losing email, they would use the Was Sent Email filter with the Test Variant constraint. This filter allows them to specify which email and which test variant they
want to target. The Was Sent A/B Test filter does not have a Variant constraint, and it is not possible to see who received which test variant without using a constraint.
What are two benefits to using global forms versus local forms? (Choose two.)
A. Global forms allow for consistent scoring and reporting and data standardization.
B. Global forms natively offer custom stylization on different landing pages.
C. Global forms offer a scalable solution especially when there are universal changes that need to be
made, saving time and resources.
D. In smart campaigns, global forms can be tracked without referencing any additional constraints
such as webpage or referrer
A. Global forms allow for consistent scoring and reporting and data standardization.
C. Global forms offer a scalable solution especially when there are universal changes that need to be
made, saving time and resources.
Two benefits to using global forms versus local forms are that global forms allow for consistent scoring and reporting and data standardization, and that global forms offer a scalable solution
especially when there are universal changes that need to be made, saving time and resources. Global forms are forms that are created in Design Studio and can be used across multiple programs and
landing pages. They help maintain data quality and consistency, as well as reduce duplication and errors. Global forms do not natively offer custom stylization or tracking without additional constraints.
An Adobe Marketo Engage event program is connected with a Webinar provider. What program
status is mandatory to populate the {{member.webinar url}} token?
A. Registered
B. Any statuses, as long as the person is a member of the program
C. Invited
A. Registered
The program status that is mandatory to populate the {{member.webinar url}} token is Registered. This is because the token is populated by the webinar provider when a person registers for the webinar through Marketo Engage. If a person is not registered for the webinar, the token will not have a value. The program status Invited or any other status does not affect the token value.
Jay has set up a webinar program and successfully connected it to a launchpoint webinar provider. The webinar confirmation email is using the {{member.webinar url}} token of a Adobe Marketo
Engage program. The webinar program is live and 40 people have registered on a Adobe Marketo Engage LP and have a program status of registered and received a confirmation email. However, the unique link for all registrants is not being populated.
What are two things that Jay could try to identify the issue? (Choose two.)
A. Look in field management to check the value of the token.
B. Go into the Members tab of the webinar program and check if any person has the program status
of ‘Registration Error’.
C. Go into the Members tab of the webinar program and change the program status on the 40 persons that have a status of ‘Members’ to Registered.
D. Go into the Members tab of the webinar program and check that the webinar url column is
populated using a custom view.
B. Go into the Members tab of the webinar program and check if any person has the program status
of ‘Registration Error’.
D. Go into the Members tab of the webinar program and check that the webinar url column is
populated using a custom view.
Two things that Jay could try to identify the issue are to go into the Members tab of the webinar program and check if any person has the program status of Registration Error, and to go into the
Members tab of the webinar program and check that the webinar url column is populated using a custom view. These steps can help Jay troubleshoot if there was any problem with the registration
process or the webinar provider integration. Changing the program status manually or looking in field management will not help Jay solve the issue.