The smart campaign has 3 main areas
The Smart List, Flow and Schedule tabs
WHO you want to target with your smart campaign. It has filters and triggers.
Smart List
If a person checks this box, or clicks the unsubscribe link in an email, they will no longer receive marketing emails. They will, however, receive operational emails.
Unsubscribed
A segmentation needs to be approved before it can used.T/F
TRUE!
Subscriptions can be setup for both Basic Reports and Smart Lists (T/F)
TRUE
Depending on your needs, smart lists can be created in two places within Marketo
the steps you want the smart campaign to perform, including Wait steps and split choices.
Flow
A _________ can render a person’s email address invalid when a mail server tells Marketo that the person’s email can’t be delivered.
HARD BOUNCE!
A smart list or static list can be exported as a spreadsheet. T/F
TRUE! Be careful handling PII though :)
To setup a subscription to a report, the receiver must be a Marketo User (T/F)
FALSE! You can send a report to any email address
The difference between a smart list and a static list according to Product Docs is...
Smart List | Based on defined rules
Static List | Based on adding/removing each person
this controls when you run your smart campaign. You can even set up recurrence so it runs on a repeating schedule.
Schedule
__________ can be used as dynamic content blocks on emails and landing pages.
Snippets can be used as dynamic content blocks on emails and landing pages.
The _____________ serves as a snapshot to help you quickly determine key attributes about your people within a workspace.
The Database Dashboard serves as a snapshot to help you quickly determine key attributes about your people within a workspace.
This report measures database growth over time
Use a People Performance Report to measure database growth over time. You can see how many people you added, and when. Learn more about the people and assess your programs. Group the results by any person or company attribute, or by segmentation.
4 Ways to Add/Remove People from a List
Smart campaign flow step (Add to List, Remove from List)
Single action flow step
Dragging people into a list in the tree
List import
T/F: Flow steps execute from bottom to top and cannot be reordered.
FALSE! The execute top to bottom (like a waterfall) and can be reordered.
This field is set by the user for placing people on a temporary unsubscribe. People can only attain this status if they are manually changed or a change data value flow step is utilized.
Marketing Suspended
When a person qualifies for two segments, they will belong to both segments. T/F
FALSE! They can only belong in ONE segment of a segmentation.
What is the Email Performance Report?
Review interactions with your emails: delivered or bounced, opened, clicked, unsubscribed, etc.
This status blocks a person from mailings for 24 hours after a hard bounce occurs. After 24 hours, the person will become mailable again.
Email Suspended
To scale smart campaign filters, you can use tokens in the filters. T/F
FALSE: Tokens can only be used in FLOW STEPS in smart campaigns.
These are the specific flow steps:
The _______________ is the ultimate source of truth. This is the complete story of a person’s journey in Marketo.
The activity log is the ultimate source of truth. This is the complete story of a person’s journey in Marketo.
If you delete a person in a static list they are also deleted from the database.
FALSE! If you 'delete' them from a static list they are just off the static list but still exist in the database!
See how well your engagement program is working.
Engagement Stream Performance Report