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THE COMPLETE GUIDE TO MARKETO ICONS

by Josh Hill, Marketo Practice Lead with

Alexandre Pauly, Consultant

June 2014

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Welcome to the only complete Marketo Icon Guide!

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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  Solu+ons  Perkuto,  Inc.  Icons  are  ©  Marketo,  Inc.  Please  see  the  original  at  h<p://perkuto.com/blog  

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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  Ac+ve)  

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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  Ac+on)    

Smart  Campaign  -­‐  Triggered  and  Ac+ve    Smart  Campaign  –  Scheduled  Batch  (checkmark  indicates  it  has  been  ac+ve  before)  

Smart  Campaign  -­‐  Batch,  has  been  run  before.  Smart  Campaign  –  Inac+ve,  never  run  

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Icons – Campaign Menus Icon   What  it  Means  

Edit  the  qualifica+on  rules  

Cancel  the  Run  or  Ac+on,  or  Delete  

Schedule  the  Campaign  Run  for  a  single  +me  

Edit  SeWngs  

View  Campaign  Members  (Previously  Qualified,  and  this  +me)  

Schedule  Recurrence  of  Campaign  (mul+ple  runs)  

Refresh  (usually  Run  count,  report,  smart  list)  

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Icons – Flow Actions 1 Icon   What  it  Means  

Wait  Step  

Add  to  List  

Remove  from  List  

Interes+ng  Moment  

Send  Alert  (Send  email  to  Sales)  

Change  Data  Value  (a<ributes  only)  

Change  Program  Status  

Change  Program  Success  –  modify  Program  Success  for  imports  

Add  to  Engagement  Program  

Change  Engagement  Cadence  (Paused,  Normal)  

Change  Engagement  Stream  

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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  

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Icons – My Tokens Icon   What  it  Means  

Calendar  ICS  

Email  Script  (for  Velocity  only)  

Date  –  forma<ed  as  “MM-­‐DD-­‐YYYY”  

Number  

Rich  Text  (not  a  landing  page)  

Score  (also  visible  on  all  Scoring  flow  ac+ons)  

Salesforce  (also  on  all  SFDC  related  items)  

Text  Only  

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Icons – Design Studio 1 Icon   What  it  Means  

Landing  Page  –  unapproved  or  drac  

Landing  Page/Email  Template  -­‐  Approved  

Landing  Page/Email    Template  –  Unapproved  

Landing  Page  -­‐  Approved  

Email  –  Unapproved  or  drac  

Email  -­‐  Approved  

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Icons – Design Studio 2 Icon   What  it  Means  

Form  2.0  –  Unapproved;  Form  1.0  approved.  

Snippet  –  Unapproved  or  drac  

Snippet  -­‐  Approved  

Images  &  Files  

Template  -­‐  Approved  with  Drac  

Drac  of  an  Approved  Asset  (not  live  un+l  Drac  is  Approved)  

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Icons – Lead Database Icon   What  it  Means  

Smart  List  

Smart  List  –  Cached    

Sta+c  List  

Segmenta+on  or  Segment  –  Approved  with  Drac  

Segmenta+on  or  Segment  -­‐  Unapproved  

Segment  or  Segmenta+on  –  Approved  

Field  Organizer  

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Icons – Analytics Icon   What  it  Means  

Report  

Revenue  Cycle  Model  (RCM)  -­‐  Unapproved  

RCM  -­‐  Approved  

RCM  –  Approved  with  Drac  

Report  Subscrip+on  

Revenue  Cycle  Explorer  

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Icons – Admin Icon   What  it  Means  

Channel  Tag  –  drives  Programs  

Tag  Category  –  addi+onal  Program  category  

Tag  Name  –  Program  a<ribute  

No+fica+ons  –  important  systemwide  alerts  

Admin,  also  the  Edit  icon  in  Design  Studio  

My  Account  Icon  

Workspace  

Field  Management  or  Field  Organizer  

Communica+on  Limits  -­‐  global  

Treasure  Chest  –  test  out  beta  features!  

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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.

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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.

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COMMENTS, SUGGESTIONS, OR NEW ICONS?

SEND THEM TO JOSH@PERKUTO.COM

Enjoy!