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Page 1 Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15 © 2014 Marketo, Inc. Marketo Proprietary and Confidential Real-Time Personalization Playbook Feb, 2015

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Page 1: Realtime Personalization - Ads, website and analytics

Page 1Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Real-Time Personalization Playbook

Feb, 2015

Page 2: Realtime Personalization - Ads, website and analytics

Page 2Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Goals

Page 3: Realtime Personalization - Ads, website and analytics

Page 3Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Goals

● Increase lead conversions ● Amplify engagement through the web channel● Optimize spend on paid channel● Surface meaningful B2B metrics● Apply Account-Based Marketing (ABM) strategy

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Page 4Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

The recipe

● Measure your web, referrals and ads engagement adding more qualitatives breakdown such as verticals, geo, product, conversions

● Measure your content by CTR, level of engagement and conversion

● Map highly engaging content to key accounts (as part of your ABM strategy)

● Connect your ads, web and email channels by using cross channel metrics based on firmographics, behavior, score and goals

● Setup your Marketing automation to surface these metrics and auto-engage based on them.

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Page 5Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Web Engagement - Use Cases

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Page 6Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Use Cases

● Targeting Industry/Vertical visitors with relevant case-studies, blogs and white papers

● Promote webinars based on product interest and stage in the customer journey and sales cycle

● Geo-targeting promoting relevant events and trade shows

● Behavioral targeting using search terms, referrals, number of visits etc... (competitive, product, pricing)

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Page 7Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Industry / Vertical Targeting

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Page 8Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Geo-Targeting

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Page 9Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Behavioral Targeting

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Page 10Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Campaign Editor (In Zone)

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Page 11Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Campaign Preview - Default Site

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Page 12Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Campaign Preview - Personalized Site

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Advanced Use Cases

● Targeting Named Accounts - Account-Based Marketing○ Existing vs New○ SMB / Enterprise○ B2C / B2B

● Persona-based targeting○ Using lead score, historical behavior or any custom

field

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Page 14Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Account-Based Marketing

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Page 15Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Known Lead Data Segment

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Page 16Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

ABM Example (For other MAP users)

marketo.com/software

Regular website Personalized content for visitors using other

Marketing Automation technologies

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Page 17Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Account-Based Marketing

Page 18: Realtime Personalization - Ads, website and analytics

Page 18Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

What’s ABM?

• A key account approach to business marketing in which an organization considers and communicates with individual prospect or customer accounts as markets of one.

http://en.wikipedia.org/wiki/Account-based_marketing

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Page 19Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Why?

• Focused approach that delivers a dramatic increase in long-term account value

• Expanding business within existing customer accounts

• Replicating / Targeting new named accounts similar to existing high yield accounts

Page 20: Realtime Personalization - Ads, website and analytics

Page 20Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Goals

• Increase account relevance

• Engage earlier and higher with deals

• Align marketing activity with account strategies

• Inspire customers with compelling content

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Page 21Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

A Full Funnel Strategy

• Ads (reaching out to named accounts using IP blocks)

• Website targeting

• Retargeting (Google / Facebook)

• Email

• Mobile

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Page 22Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

The Typical Funnel

• Thousands of visitors every month

• 50% - 70% are New

• 98% are Anonymous

Awareness

Interest

Desire

Action

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Page 23Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

ABM as a framework

• A framework for implementing ABM• Managing named account lists (existing, new)

• Resolve associated IP lookup blocks / cookies

• Mapping relevant content

• Engaging across multiple channels

• Measuring and optimizing

Your named accounts Your

content

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Account-Based Marketing (ABM)

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Account-Based Marketing (ABM)

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Page 26Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Web Custom Audience & Remarketing

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Page 27Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Higher

Ed

B2B:

Enterprise

B2C:

Consumer

Marketing

Competitor

Customers

Lead MGMT for Enterprise

Generate New Customers.

Step-by-Step Guide to Nurture Leads

Marketo.com

Marketing For High Ed

Increase Enrollment & Engagement.

Download Free Report to Learn More.

Marketo.com/Higher-Education

Create Segmented Adwords Creatives

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Remarketing (Generic)

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Personalized Remarketing (Enterprise)

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Page 30Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Facebook - Web Custom Audience

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Page 31Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

RTP – Facebook Remarketing

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Page 32Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

RTP – Facebook Remarketing setup

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Page 33Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Creating Segmented Remarketing

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Page 34Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Mapping Custom Audiences

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Page 35Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Facebook Audiences Powered by RTP Data

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Page 36Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Facebook – Create Audiences

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Page 37Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Facebook Audiences - Creative and Ads

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Page 38Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Google Remarketing

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Page 39Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Creating Segmented Remarketing

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Page 40Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

FB / GA Custom Audience setup

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Page 41Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Marketo Proprietary and Confidential | © Marketo, Inc.

Create Remarketing Lists in Google Analytics

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Page 42Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Create Adwords Campaigns

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Page 43Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Content Recommendation EngineEngaging powered by machine learning

Page 44: Realtime Personalization - Ads, website and analytics

Page 44Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

What’s CRE?

• Using machine learning for recommending content

• Continuously optimizing itself using profile and behavioral data

• Used as recommended content on websites and blogs

Page 45: Realtime Personalization - Ads, website and analytics

Page 45Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Why?

• Marketers creates tons of blog-posts, videos, case-studies and whitepapers

• They want to target using multiple dimensions verticals, behaviors, stage in the sale-cycle

• It’s an N dimensional problem

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Page 46Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Goals

• Increase content consumption to increase awareness

• Engage with higher relevancy to drive conversion

• Learn about your content’s performance and reuse it on other channels

• Having a scalable, automatic, hands-free module to power website personalization

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Page 47Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Content Discovery and Analytics

• Auto-discover and map website Content

• Augmenting firmographics data to visitors

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Page 48Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Next generation recommendation engine

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Page 49Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

More Recommendable Elements

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Page 50Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

As page element

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Page 51Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Analytics

Measure, optimize, engage

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Page 52Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Google Analytics

B2B Dashboard

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Page 53Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Easy Setup

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Page 54Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

B2B Analytics - simply import RTP template! Dashboard – Organizations, Industry, Segment, Account-Based

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Page 55Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Measurable behavioral engagement metrics

3X in duration

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Page 56Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15

Behavioral Flow Analysis

Identify bounce points

Surface interest path

Identify hot pages

Page 57: Realtime Personalization - Ads, website and analytics

Page 57Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Thank you!Mickey Alon