Guide to Marketo Icons - 2014
11 likes5,092 views
The document is a comprehensive guide to Marketo icons, detailing their meanings and uses within the platform. It categorizes icons by functionality including general actions, marketing activities, campaign menus, flow actions, tokens, design studio, lead database, analytics, and admin options. Authored by Josh Hill and Alexandre Pauly, the guide aims to assist users in understanding and navigating the Marketo interface effectively.
Guide to Marketo Icons - 2014
- 1. 1 THE COMPLETE GUIDE TO MARKETO ICONS by Josh Hill, Marketo Practice Lead with Alexandre Pauly, Consultant June 2014
- 2. 2 Welcome to the only complete Marketo Icon Guide!
- 3. 3 About the Guide This Guide has been in the works since 2011, so I finally sat down to compile it when some new Marketo users asked about it again. The Guide is complete, although you may find icons repeated throughout Marketo, so when that happens, I note it once with the icon. Some icons are context specific: will appear in several places and can mean several things. Enjoy the Guide and happy marketing! -Josh and Alex © 2014 Solutions Perkuto, Inc. Icons are © Marketo, Inc. Please see the original at http://perkuto.com/blog
- 4. 4 Icons - General Icon What it Means Create a new folder Rename Folder Delete Folder Archive Folder or Convert to Archive Folder (this can appear for any folder and archived Programs) Folder Success! (frequently shown as Program Success, Successful Run, or Active)
- 5. 5 Icons – Marketing Activities Icon What it Means Program – Default Type Program – Event Type Program – Engagement Nurture Program – Email Send (AB Test) Smart Campaign that is Requested (by Sales Insight or Marketo Flow Action) Smart Campaign - Triggered and Active Smart Campaign – Scheduled Batch (checkmark indicates it has been active before) Smart Campaign - Batch, has been run before. Smart Campaign – Inactive, never run
- 6. 6 Icons – Campaign Menus Icon What it Means Edit the qualification rules Cancel the Run or Action, or Delete Schedule the Campaign Run for a single time Edit Settings View Campaign Members (Previously Qualified, and this time) Schedule Recurrence of Campaign (multiple runs) Refresh (usually Run count, report, smart list)
- 7. 7 Icons – Flow Actions 1 Icon What it Means Wait Step Add to List Remove from List Interesting Moment Send Alert (Send email to Sales) Change Data Value (attributes only) Change Program Status Change Program Success – modify Program Success for imports Add to Engagement Program Change Engagement Cadence (Paused, Normal) Change Engagement Stream
- 8. 8 Icons – Flow Actions 2 Icon What it Means Delete Lead Give Credit to Referrer – for Social Apps Request Campaign Remove from Flow (remove a lead from a specific campaign) Sync Lead to CRM Create Task in CRM Convert Lead to Contact in SFDC Change Owner in CRM Call a Webhook SFDC Campaign – Add, Remove, Change Status
- 9. 9 Icons – My Tokens Icon What it Means Calendar ICS Email Script (for Velocity only) Date – formatted as “MM-DD-YYYY” Number Rich Text (not a landing page) Score (also visible on all Scoring flow actions) Salesforce (also on all SFDC related items) Text Only
- 10. 10 Icons – Design Studio 1 Icon What it Means Landing Page – unapproved or draft Landing Page/Email Template - Approved Landing Page/Email Template – Unapproved Landing Page - Approved Email – Unapproved or draft Email - Approved
- 11. 11 Icons – Design Studio 2 Icon What it Means Form 2.0 – Unapproved; Form 1.0 approved. Snippet – Unapproved or draft Snippet - Approved Images & Files Template - Approved with Draft Draft of an Approved Asset (not live until Draft is Approved)
- 12. 12 Icons – Lead Database Icon What it Means Smart List Smart List – Cached Static List Segmentation or Segment – Approved with Draft Segmentation or Segment - Unapproved Segment or Segmentation – Approved Field Organizer
- 13. 13 Icons – Analytics Icon What it Means Report Revenue Cycle Model (RCM) - Unapproved RCM - Approved RCM – Approved with Draft Report Subscription Revenue Cycle Explorer
- 14. 14 Icons – Admin Icon What it Means Channel Tag – drives Programs Tag Category – additional Program category Tag Name – Program attribute Notifications – important systemwide alerts Admin, also the Edit icon in Design Studio My Account Icon Workspace Field Management or Field Organizer Communication Limits - global Treasure Chest – test out beta features!
- 15. 15 Josh Hill is Marketo Practice Lead at Perkuto. He is a Marketo Certified Expert, Marketo Champion, and experienced B2B marketer working at the intersection of sales, marketing, and technology. Josh writes for Perkuto and MarketingRockstarGuides.com. Alexandre Pauly is a Consultant at Perkuto. Alex is a trained digital marketing specialist with a background in media planning, ad industry, and business-to-business marketing strategy.
- 16. 16 About Perkuto Perkuto is a marketing automation agency at the nexus of technology and process optimization. With a team of certified consultants to optimize the lead management process, Perkuto implements, customizes, and manages Marketo and Salesforce.com for clients around the world. Perkuto also develops products dedicated to improving the efficiency of marketing professionals. For more details, visit http://www.perkuto.com/digesto. Contact Perkuto at +1.514.913.3039 or josh@perkuto.com.
- 17. 17 COMMENTS, SUGGESTIONS, OR NEW ICONS? SEND THEM TO JOSH@PERKUTO.COM Enjoy!