Marketo Go To Webcast / Demo Program Setup Help 3 easy steps to success (and a dozen or so small ones)
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
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 email 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
Cloning the Program Template 2014 Planview, Inc. 4 Confidential
Clone a program from the templates folder 2014 Planview, Inc. 5 Confidential
Choose the folder to create your program in 2014 Planview, Inc. 6 Confidential
Change the name appropriately 2014 Planview, Inc. 7 Confidential
Connecting to Go To Webinar 2014 Planview, Inc. 8 Confidential
Go to your new program (verify not in the template) Connect to Go To Webinar 2014 Planview, Inc. 9 Confidential
Select login and Event Click Save 2014 Planview, Inc. 10 Confidential
Connect to SalesForce and set up Program 2014 Planview, Inc. 11 Confidential
Click Salesforce Campaign Sync Not Set 2014 Planview, Inc. 12 Confidential
Select Create New and name SFDC campaign accordingly Click Save 2014 Planview, Inc. 13 Confidential
In Program Setup, update the Market 2014 Planview, Inc. 14 Confidential
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Verify Actions are set correctly 2014 Planview, Inc. 16 Confidential
Through each Action, be sure the program name is correct and not still TEMPLATE 2014 Planview, Inc. 17 Confidential
In the Flow, check to see the program and asset names are correct 2014 Planview, Inc. 18 Confidential
Activate the Action on the Schedule tab 2014 Planview, Inc. 19 Confidential
Setting up email list and status update 2014 Planview, Inc. 20 Confidential
Under SmartList, make sure you have selected your desired Smartlist, in case you are mailing to static list, see next step. 2014 Planview, Inc. 21 Confidential
Or, that you include a filter for Member of List to choose one of your static lists to mail to. 2014 Planview, Inc. 22 Confidential
Verify the flow is set to send the correct email Set to change status to invited 2014 Planview, Inc. 23 Confidential
Set up Registration status update 2014 Planview, Inc. 24 Confidential
On Register Action, Smartlist, ensure form is the correct language ex EN Default or DE Default 2014 Planview, Inc. 25 Confidential
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
Active the Registration Action 2014 Planview, Inc. 27 Confidential
Edit the Registration Landing Page 2014 Planview, Inc. 28 Confidential
On the Registration page (RegPage), update the URL 2014 Planview, Inc. 29 Confidential
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
Edit the Landing Page, double click an area and make edits. Template starts with basic wording 2014 Planview, Inc. 31 Confidential
Double click the form to edit form properties. 2014 Planview, Inc. 32 Confidential
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
Edit the Meta data for the page 2014 Planview, Inc. 34 Confidential
Add title, keywords, description for SERP, and mark as Index, Follow 2014 Planview, Inc. 35 Confidential
Approve the page to make it live 2014 Planview, Inc. 36 Confidential
Edit the Thank You page 2014 Planview, Inc. 37 Confidential
Edit the Thank you Page content by double clicking the text area and changing content 2014 Planview, Inc. 38 Confidential
Update the date and time accordingly and update offers Click save 2014 Planview, Inc. 39 Confidential
Activate the TYPage 2014 Planview, Inc. 40 Confidential
Update Campaign information in SFDC 2014 Planview, Inc. 41 Confidential
Verify campaign is created in SFDC Edit the settings to add Market 2014 Planview, Inc. 42 Confidential
Testing and verifying registrations 2014 Planview, Inc. 43 Confidential
Test the form by filling it out and submitting 2014 Planview, Inc. 44 Confidential
Members will show up in Program Members listing marked as Registered 2014 Planview, Inc. 45 Confidential
On list for Registered, confirm the names are under the Leads tab 2014 Planview, Inc. 46 Confidential
Verify registrations are showing up in GTW 2014 Planview, Inc. 47 Confidential
Approve all attendees that you want to attend 2014 Planview, Inc. 48 Confidential
Once approved, they will no longer be in the Waiting Approval queue Registrants will receive confirmation details from GTW 2014 Planview, Inc. 49 Confidential
Verify in SFDC the members are in Campaign Member 2014 Planview, Inc. 50 Confidential