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Marketo Setup Simplified : Expert tips [Video]

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Marketing Platforms and CRM

Marketo Setup Simplified : Expert tips

Hello, it’s Sylvain Davril from Merlin/Leonard. Today, I’m delighted to share with you a special session on Marketo setup. Through this video, we’ll explore step-by-step best practices for configuring Marketo efficiently and magically.

Full EN version https://merlinleonard.com/en/the-keys-to-a-successful-marketo-setup-tips-and-tricks/

00:00 Introduction
00:48 Munchkin code and Marketo tracking on the website
07:27 Emailing configuration15:02 Lps configuration
18:57 Communication Limits22:16 Notifications
23:08 Smart Campaigns security
26:43 Localization
28:59 User management and security
32:46 Audit trail
34:37 Channels and Tags
44:21 Global Validation Rule
47:56 Captcha
49:29 Field Management
53:38 Foldering and Archiving

1. The Munchkin Code:
Your First Step to Tracking The Munchkin code is the foundation of your Marketo integration. I’ll show you how to implement it correctly on your site via Google Tag Manager and ensure GDPR compliance. You’ll also learn how to customize cookie lifetime according to your legal department’s guidelines.

2. SPF/DKIM:
Authenticating Your Email Campaigns I guide you through setting up your SPF/DKIM domains, crucial for the deliverability and integrity of your emails. Discover how these parameters reinforce the trust and effectiveness of your communications.

3. Fighting Bots: Preserving Data Purity We’ll look at Marketo’s anti-bot features. Learn how they help maintain accurate data and avoid false statistics that can distort your campaign analysis.

4. Securing Links:
Building a Digital Fortress I’ll show you the importance of secure links and using HTTPS for your emails and landing pages, essential for protecting your data and that of your users.

5. Managing Forms and Operational Emails:
Your Strategic Tools Discover how to effectively differentiate and configure marketing and operational emails. I explain why some emails, such as those containing requested download links, should be sent even to unsubscribed contacts.

6. Advanced configuration :
The Marketo Genius Workshop Dive into advanced settings to fully master Marketo. I cover cookie management, form validation rules, and much more for those looking to fine-tune their Marketo strategy.

Conclusion: This comprehensive overview gives you the keys to a successful Marketo setup. At Merlin/Leonard, we’re always here to bring our touch of magic and genius to your marketing projects. Don’t hesitate to contact us if you’d like to learn more, or if you’d like a personal consultation.
Thank you for watching this video. Don’t forget to subscribe for more marketing tips and share this video with your colleagues interested in Marketo. See you soon for more marketing adventures with Merlin/Leonard!

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