Skill Exchange: Marketo Engage Lifecycle Operations and Compute Formula

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About the Session

Harness the power of scale and automation in Marketo Engage, and learn from two Champion Customers with real-world examples on how to use Request and Executable Campaigns and Self-Service Flow Steps. Join us live to address common issues, like stage-skipping events within your critical lifecycle operational campaigns, and solve the five major limitations of Webhooks to automate sophisticated marketing workflows.

Key takeaways:

  • Tackle lost leads, stage skipping, and improve lifecycle reporting in your CRM and Revenue Explorer by leveraging Request Campaign triggers and Executable Campaigns to manage the flow and account for “bespoke sales actions”
  • Use the Calculate Formula flow step to address Webhook limitations and uncover use cases, like optimizing operations from dynamic scoring, data standardization, round-robin lead assignment, and date calculations

Technical Level: Intermediate to Advanced

Track: B2B Marketing

Presentation Style: Tips and Tricks

Audience: Campaign Manager, Digital Marketer, Web Marketer, Marketing Practitioner, Marketing Operations

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