Cherry Blossoms

Marketo User Resources


Marketo is a powerful digital marketing automation platform that will expand our technical capacity for digital engagement to a best-in-class level of sophistication. The resources below are for College of Arts & Sciences approved Marketo users. 

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Marketo FAQ

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Naming convention - Central's Marketo Program Name Generator
It's important to follow UW Marketo naming conventions to track your Program ID for the organization. Your approvers use this naming convention to identify your unit and send date. (Ex. FY24-HUM-LIN-EM-Linguistics Spring Newsletter-1/18/2024)

  • Fiscal Year (current fiscal year is FY24)
    • CAS Fiscal Time period: July 1st - June 30
  • 3 letter abbreviation for Division & Department
    • ART (Art)
    • Humanities (HUM)
    • Natural Sciences (SCI)
    • Social Sciences (SSI)
  • Email (EM)
  • Title of email
  • Send date
     

Replacing/adding an image to the Image with text overlay module

  1. Image maximum width must be 600px in order to fit the email, length sizes can vary from 100px to 600px
  2. Pull in Full Width Image module from the right menu
  3. Click on the Full Width Image module and select upload from 'My Computer'
  4. Select the 'Overwrite existing image' to clear any previous format
  5. Select Browse and upload an image
  6. When uploading, this will create a unique external URL link for your image in Marketo
  7. Copy the link of the chosen image
  8. Select the Image w/ Text Overlay module in the right menu, paste the link into the 'Background Image' field
  9. This will upload your image into the module without having to re-upload
     

How to change the link color to purple

  1. ​​Highlight the link you wish to change to purple
  2. Select the chain link icon in the editor box until the Edit Link pop-up window shows
  3. Go to the Advanced Tab
  4. Paste the color code color: #4b2e83; the 'Style' field
  5. Paste the code in any link you want to turn purple through the Advanced tab

How to check for the correct image sizing

  1. Click on the module with your photo
  2. A 'Swap Image' window will automatically pop up
  3. Beside the 'Choose Image' bar in the bottom right corner it will display the dimensions of your photoAbide by the photo dimensions displayed in the placeholder image (ex. 500x500 or 600x280)
  • On Windows desktop
    1. Right click your image
    2. Select properties
    3. Select the 'Details' Tab
    4. Towards the bottom under 'Image' you will find the dimensions of your photo
       

I can't unapproved an asset? How do I fix this? 

Dark Mode Guidance

  • Dark mode most often appears in the mobile version of an email. When building your emails, remember to consider what it would look like in dark mode as well to minimize any readability issues.
  • If you are using a module that has text overlaid on an image, be aware that dark mode will not alter the image, but the font will change color. This change could cause contrast readability issues, for example, if you are using dark text on a light background. Because of this, we advise not to use the image with a text overlay module.
     

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Reporting & Analytics

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Audience Lists Best Practices

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Marketo Static Lists

  • Use fewer Marketo static lists rather than more. More static lists fill up our Marketo database and take more effort to manage as you may forget the criteria for the list (who is on it).
  • Refresh your static lists quarterly or bi-annually to make sure you can reflect the most up to date information.
  • Pulling from Tandem using a Reportal Custom Report request? While filling out the form, be sure that "Household Grouping' is unchecked
  • As you get requests from folks to be added to your newsletter audience, the 2 easiest ways are:
  • More on audience list criteria 

Subscriptions Management 

Marketo Build Checklist

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Marketo Build Checklist PDF

Resources from Central

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