Marketo Go To Webcast / Demo Program Setup Help. 3 easy steps to success (and a dozen or so small ones)

Transcription

1 Marketo Go To Webcast / Demo Program Setup Help 3 easy steps to success (and a dozen or so small ones)

2 About this guide Uses a Demo program but has many of the same steps to look at in other programs To be a short term help until the formal User Guide is created Use this as a guide to know what you need to look for when setting up a program to ensure its connected properly to all assets and SFDC 2014 Planview, Inc. 2 Confidential

3 Table of Contents Cloning the Program Template Connecting to Go To Webinar Connect to SalesForce and set up Program Verify Actions are set correctly Setting up and status update Set up Registration status update Edit the Registration Landing page Edit the Thank You Page Update the Campaign information in SFDC Testing and verification 2014 Planview, Inc. 3 Confidential

4 Cloning the Program Template 2014 Planview, Inc. 4 Confidential

5 Clone a program from the templates folder 2014 Planview, Inc. 5 Confidential

6 Choose the folder to create your program in 2014 Planview, Inc. 6 Confidential

7 Change the name appropriately 2014 Planview, Inc. 7 Confidential

8 Connecting to Go To Webinar 2014 Planview, Inc. 8 Confidential

9 Go to your new program (verify not in the template) Connect to Go To Webinar 2014 Planview, Inc. 9 Confidential

10 Select login and Event Click Save 2014 Planview, Inc. 10 Confidential

11 Connect to SalesForce and set up Program 2014 Planview, Inc. 11 Confidential

12 Click Salesforce Campaign Sync Not Set 2014 Planview, Inc. 12 Confidential

13 Select Create New and name SFDC campaign accordingly Click Save 2014 Planview, Inc. 13 Confidential

14 In Program Setup, update the Market 2014 Planview, Inc. 14 Confidential

15 2014 Planview, Inc. 15 Confidential

16 Verify Actions are set correctly 2014 Planview, Inc. 16 Confidential

17 Through each Action, be sure the program name is correct and not still TEMPLATE 2014 Planview, Inc. 17 Confidential

18 In the Flow, check to see the program and asset names are correct 2014 Planview, Inc. 18 Confidential

19 Activate the Action on the Schedule tab 2014 Planview, Inc. 19 Confidential

20 Setting up list and status update 2014 Planview, Inc. 20 Confidential

21 Under SmartList, make sure you have selected your desired Smartlist, in case you are mailing to static list, see next step Planview, Inc. 21 Confidential

22 Or, that you include a filter for Member of List to choose one of your static lists to mail to Planview, Inc. 22 Confidential

23 Verify the flow is set to send the correct Set to change status to invited 2014 Planview, Inc. 23 Confidential

24 Set up Registration status update 2014 Planview, Inc. 24 Confidential

25 On Register Action, Smartlist, ensure form is the correct language ex EN Default or DE Default 2014 Planview, Inc. 25 Confidential

26 On Register Action, Flow, ensure the program and list name contain correct program name Add to list is set to Registered 2014 Planview, Inc. 26 Confidential

27 Active the Registration Action 2014 Planview, Inc. 27 Confidential

28 Edit the Registration Landing Page 2014 Planview, Inc. 28 Confidential

29 On the Registration page (RegPage), update the URL 2014 Planview, Inc. 29 Confidential

30 Enter the URL for the landing page (format: asset-yearquarter-language) Ex. information-technology-demo-en-14q2 Copy the name to your clipboard 2014 Planview, Inc. 30 Confidential

31 Edit the Landing Page, double click an area and make edits. Template starts with basic wording 2014 Planview, Inc. 31 Confidential

32 Double click the form to edit form properties Planview, Inc. 32 Confidential

33 Verify the form is correct for the language and the follow up page is the correct TYPage for the program 2014 Planview, Inc. 33 Confidential

34 Edit the Meta data for the page 2014 Planview, Inc. 34 Confidential

35 Add title, keywords, description for SERP, and mark as Index, Follow 2014 Planview, Inc. 35 Confidential

36 Approve the page to make it live 2014 Planview, Inc. 36 Confidential

37 Edit the Thank You page 2014 Planview, Inc. 37 Confidential

38 Edit the Thank you Page content by double clicking the text area and changing content 2014 Planview, Inc. 38 Confidential

39 Update the date and time accordingly and update offers Click save 2014 Planview, Inc. 39 Confidential

40 Activate the TYPage 2014 Planview, Inc. 40 Confidential

41 Update Campaign information in SFDC 2014 Planview, Inc. 41 Confidential

42 Verify campaign is created in SFDC Edit the settings to add Market 2014 Planview, Inc. 42 Confidential

43 Testing and verifying registrations 2014 Planview, Inc. 43 Confidential

44 Test the form by filling it out and submitting 2014 Planview, Inc. 44 Confidential

45 Members will show up in Program Members listing marked as Registered 2014 Planview, Inc. 45 Confidential

46 On list for Registered, confirm the names are under the Leads tab 2014 Planview, Inc. 46 Confidential

47 Verify registrations are showing up in GTW 2014 Planview, Inc. 47 Confidential

48 Approve all attendees that you want to attend 2014 Planview, Inc. 48 Confidential

49 Once approved, they will no longer be in the Waiting Approval queue Registrants will receive confirmation details from GTW 2014 Planview, Inc. 49 Confidential

50 Verify in SFDC the members are in Campaign Member 2014 Planview, Inc. 50 Confidential