the complete guide to marketo icons -...
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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 [email protected].