Training · Instructor-led
Marketo Essentials instructor-led online

Learn about Marketo with a certified expert over two days! For beginners and intermediate users.
Price for 1st person, 50% discount, from 2nd person onwards.
Terms of access: access to training from the day following confirmation of registration, depending on the availability of the instructor
Duration
4 half-days (14 hours)
Level
Beginner and intermediate
- Ideal for beginners and intermediates
- A dedicated coach to accompany you and answer all your questions
- A step-by-step guide to your gated content program
- A final evaluation
- Qualiopi pack to finance your training (OPCO)!
- No prerequisites to access the training
A satisfaction rate of 4.8/5 on average for participants to date (13/07/2023)
people have already completed the Essentials training to date (13/07/2023)
Training Objectives
You take a guided tour of Marketo and the 4 main modules. You implement by creating your first gated content program. You will make your first emails, forms, landing pages; you create your first intelligent batch and trigger campaigns, your first targeting, and your first sending.
Good game ! At the end of this training, you will be able to put your value-added content online and start collecting leads!
Our methodology is based on alternating explanations of the fundamentals of Marketo, practical exercises and validation with the instructor.
Objectives : Basic concepts of Marketo
- All the secrets of the Marketo interface to make your navigation easier
- Understand the notion of People and keep a quality database in the Database module
- Build static and dynamic lists for your targeting
- Easily create your email, form and landing page templates easily from the Design Studio
- Automate your marketing campaigns through Marketo programs and understand the importance of Channels to replicate your marketing plan
- Track your results with the Analytics module for precise reporting of your performance and the ROI generated by each action
Putting it into practice : Create a gated content program
- Getting started with building your brochure download program
- Test and validate proper operation with a Marketo certified expert
- Monitor your results with reporting
- Learn all the best practices to make an easily clonable and reusable program
You will be especially interested in this course if…
You are a marketing manager, operational marketing manager, marketing project manager and you have just invested in the Marketo solution for your digital marketing.
- You will use Marketo daily as part of your digital marketing activities
- However, you find that creating new campaigns takes too much of your time
- You want to have a library of templates to save time creating new programs
- You want to become autonomous in Marketo and create your Marketing initiatives from A to Z!
- Do you have a lot of questions that you would like to ask the specialists?
This training is not open to marketing agencies and consultants.
It is recommended to have previously completed the Marketo First Steps training to be able to take the Marketo Essentials training.

Discover the fundamentals of Marketo - Detailed training plan
20 lessons · 145 topics
01General conditions of the training
02Introduction5 topics
- 000 - Hello and welcome !
- 001 - Training objectives
- 002 - Prerequisites
- 003 - Training material
- 004 - Coaching Sessions
03Why Marketing Automation?3 topics
- 010 - Why Marketing Automation?
- 011 - Example of a Merlin/Leonard campaign
- 012 - Test your knowledge
04Introduction to Marketo8 topics
- 020 - The main tiles
- 021 - Test your knowledge
- 030 - Focus on the main tiles
- 031 - Exercise
- 032 - Test your knowledge
- 040 - Other interface options
- 041 - Exercise
- 042 - Test your knowledge
05Database - Persons6 topics
- 049 - Introduction
- 050 - Database - Persons 1/2
- 051 - Test your knowledge
- 052 - Database - Persons 2/2
- 053 - Test your knowledge
- 054 - Person creation - Exercise
06Database - The lists10 topics
- 060 - Static and smart lists
- 061 - Test your knowledge
- 062 - How do smart lists work?
- 063 - Test your knowledge
- 070 - Static and Smart Lists - Merlin/Leonard Example
- 075 - Exercise - Static List
- 075 - Test your knowledge
- 076 - Exercise - Smart List
- 076 - Test your knowledge
- 077 - Exercise - Activity log
07Design Studio - General8 topics
- 080 - Design Studio Discovery
- 081 - Exercise
- 082 - Test your knowledge
- 090 - The 3 features you should know
- 091 - Cloning Demonstration
- 092 - Test your knowledge
- 094 - Drafts and approval
- 095 - Test your knowledge
08Design Studio - Emails10 topics
- 100 - Email templates and Emails demo
- 101 - Exercise
- 102 - Test your knowledge
- 110 - Email - example and tokens
- 111 - Exercise
- 112 - Test your knowledge
- 120 - Operational vs. non-operational emails
- 121 - Test your knowledge
- 130 - Email deliverability
- 131 - Test your knowledge
09Design Studio - Images2 topics
- 140 - Images and files
- 141 - Test your knowledge
10Design Studio - Forms20 topics
- 150 - Forms, fields and properties
- 151 - Exercise
- 152 - Test your knowledge
- 160 - Forms - Visibility rules, prefill and mask input
- 161 - Exercise
- 162 - Test your knowledge
- 170 - Forms - Other field types 1/2
- 171 - Exercise
- 180 - Forms - Other field types 2/2
- 181 - Exercise
- 182 - Test your knowledge
- 190 - Theme of the form
- 191 - Exercise
- 192 - Test your knowledge
- 200 - Forms - Options and progressive profiling
- 201- Exercise
- 202 - Test your knowledge
- 210 - Form - Approval and Integration Code
- 211 - Exercise
- 212 - Test your knowledge
11Design Studio - Landing Pages5 topics
- 220 - Landing pages - Presentation
- 221 - Exercise
- 230 - Guided Landing Page Creation
- 231 - Exercise
- 232 - Test your knowledge
12Coaching session #11 topic
- 235 - Coaching session n°1 : Questions and Answers
13Marketing Activities - Programs22 topics
- 240 - Differences between a program and a smart campaign
- 241 - Test your knowledge
- 250 - Types of programs
- 251 - Test your knowledge
- 260 - Program Types & Channels
- 261 - Test your knowledge
- 270 - Channels
- 271 - Test your knowledge
- 272 - Tags
- 273 - Exercise - looking at channels and tags
- 274 - Test your knowledge
- 275 - Exercise 2 - program creation
- 280 - Differences between Person Status and Program Status
- 281 - Test your knowledge
- 290 - Resources of a program
- 291 - Exercise
- 292 - Test your knowledge
- 300 - Tokens
- 301 - Exercise
- 302 - Test your knowledge
- 310 - Program costs
- 311 - Test your knowledge
14Marketing Activities - Smart Campaigns18 topics
- 320 - Campaigns - Introduction
- 321 - Test your knowledge
- 330 - Difference between Batch and Trigger campaigns
- 331 - Exercise
- 332 - Test your knowledge
- 340 - Smart lists and logical operators
- 341 - Exercise
- 342 - Test your knowledge
- 350 - A multitude of choices
- 351 - Exercise
- 352 - Test your knowledge
- 360 - The Flow
- 361 - Exercise
- 362 - Test your knowledge
- 370 - Schedule
- 371 - Exercise
- 372 - Test your knowledge
- 380 - Results
15Marketing Activities - Coaching Session #21 topic
- 385 - Coaching Session #2: Questions and Answers
16Program Content Download - Exercise Overview3 topics
- 500 - Presentation of the exercise
- 510 - Detailed Flow and Creation Order
- 520 - Program Types & Channels
17Program Content Download - Exercise21 topics
- 530 - Program creation + Exercise
- 540 - List creation + Exercise
- 550 - Creating Images & Files
- 560 - Creating forms
- 561 - Form 1 Creation - Correction
- 562 - Form 2 Creation - Correction
- 570 - Creating landing pages + Exercise
- 571 - Landing Page 1 - correction
- 572 - Landing Page 2 - correction
- 573 - Thank You Landing Page
- 580 - Email creation + exercise
- 581 - Creation of the 1st email - correction
- 582 - Creation of the 2nd email - correction
- 583 - Creation of the 3rd email - correction
- 590 - Smart Campaigns creation + exercise
- 591 - Smart Campaign SC1 Invitation - correction
- 592 - Smart Campaign SC2 Notification - correction
- 593 - Smart Campaign Progression Status - correction
- 600 - Adding reports
- 610 - Testing the campaigns
- 620 - Analyzing the reporting
18Program Content Download - Coaching Session #3&41 topic
- 650 - Coaching Sessions #3 & #4: Questions & Answers
19Conclusion1 topic
- 700 - Wrap-up
20Assessment
-15%
Save 15% by choosing now the Marketo First Step + Essentials + Advanced Pack instructor-led
What our clients say
“Very satisfied with the proposed training, good advice, a trainer who listens. We had the time to deepen and personalize the training so that it meets our real needs. I highly recommend it!”

Naowelle Tocchio-Paris
Marketing Assistant · Trimble Solutions France“A big thank you to Sylvain for the Marketo Essentials training. A very well constructed two day course that covers many aspects: data model customization, data integration, building marketing assets and an end-to-end campaign... and more generally understanding the pillars of Marketo. Sylvain is an experienced integrator and trainer, expert in the Marketo solution and CRM systems but also extremely educational. Able to juggle business issues to the most technical subjects, all explained with simplicity!”

Glwadys Rialland
Marketing Automation Specialist · Adobe“The Merlin/Leonard Essentials training proved to be indispensable to our on-boarding on the solution. Sylvain knew how to popularize and dedicate Marketo, which is very powerful but extremely complex, especially when it comes to setting up the tool. Sylvain allows us to save a precious time at each of his interventions and reassures us about our initiatives, before their implementation. Sylvain's dual marketing/technical skills are a real plus and we consider him more of a partner than an integrator. I can only recommend Merlin/Leonard if you are embarking on the Marketo adventure.”

Natacha Parvez
Customer Marketing Manager · Infopro Digital Leads“We followed the Advanced training during 4 days with Vincent. The content was clear, practical and tailored to the reality of our business. The benefits are immediate, both in terms of campaign programming and reporting. We highly recommend it!”

Thomas Boykin
CRM and Marketing Automation Manager · Agence France Presse“Already a user of a marketing automation tool, I had specific questions about the blockages I had encountered. Sylvain being a user himself, we were able to talk about best practices. We discussed concrete cases and started creating my first campaigns together. Sylvain was able to adapt to our business issues, to my level of knowledge of marketing automation and to our priorities. More than an integrator, he acted as an advisor. With pedagogy, he guided me in my reflection on my past mistakes and on the possibilities offered by a marketing automation tool. Thank you Sylvain!”

Véronique Serres
Digital Marketing Manager · Infopro“As a user of Marketo for a few years, some aspects of the solution were familiar to me, others much less so. Thanks to this certification preparation course, I was able to review all the functionalities and best practices in Marketing Automation. But above all, it allowed me to understand the subtleties of testing thanks to numerous practical exercises and pre-tests organized during these 3 days. I highly recommend this training if you want to be Marketo certified.”

Laetitia Glet-Demery
Demand Generation Manager · CrossKnowledge“As a B2B Marketing Ops specialist, I like to know what products my clients are using or could use. So I took the Marketo training offered by Merlin/Leonard. A big thank you to Sylvain for his pedagogy and his complete, well structured approach. Many exercises were proposed to us to take action and test our understanding. Exchanging with other participants also allowed new ideas to emerge and to share trends.”

Béatrice Loriot
Marketing Ops Specialist · Béautiful Number“Very good training from Vincent who adapted to our needs and allowed us to go even further!”

Tanguy Nicolas
Inbound Marketing Project Manager · Winbound“This training is essential to discover the functioning and the possibilities of Marketo. Vincent shows pedagogy and adapts to his audience, either to linger on sticking points or to accelerate the pace when you master certain marketing aspects. At the same time, I discovered a pragmatic working method that allows me to avoid many mistakes. I recommend Merlin/Leonard to any marketer who wants to learn how to use Marketo to achieve performance”

Grégory Coste
Digital marketing consultant trainer · Appwizer“Sylvain gave us a clearer vision of the tool and its functionalities, and showed us just how far we can go in its day-to-day use. This training has also projected us towards more advanced uses in marketing automation, which we can't wait to put in place. A big thank you to Sylvain for your pedagogy, your obvious passion for marketing automation and your patience.”

Evelina Tetu
Senior Marketing Manager · HEC“Many thanks to Sylvain for his pedagogy, his passion for marketing automation and his patience. This training course has enabled me to become more autonomous with the Marketo tool, and to significantly reduce the time spent on it.”

Déborah Pambi
Growth Marketing · HEC“Sylvain, who trained us, was able to adapt to our needs and existing knowledge and help us with both structural/organizational points and more technical/practical details. He gave us perspectives on more advanced marketing automation projects. A clearer vision of the tool and more serene use after this training.”

Charlette Gauthier
Marketing Manager · HEC“As a recent Marketo user, I was first trained in-house on the different graphic assets for emailing creation within a marketing department as a graphic designer, then I moved on to the automation side, and it was when I took this step that I turned to Merlin/Leonard's training courses. I needed to follow a didactic training course run by professionals. The complete training course enabled me to go back over what I'd learned with a different eye, and also to discover new functionalities. It enabled me to broaden my field of action and validate my skills. I highly recommend Merlin/Leonard's training courses.”

David De Sousa
Marketing Automation Specialist · TD SynnexOur certified consultants
Sylvain Davril
Anne-Sophie Mazurek
Vincent Mauduit
Access our Marketo Essentials instructor-led training (online) now
Only 1,495€ per person!
Do you have people with disabilities among the participants?
Please contact us to set up the procedure to allow participation in the best conditions.
Frequently asked Questions
What are the recommendations for a successful training?+
You must have a computer, your Marketo access keys and basic computer knowledge. A good knowledge of English is highly recommended. The training does not requires any knowledge of Marketo, although we recommend that you have done the Marketo First Steps training before. If you do not have access to a Marketo instance, do not hesitate to contact us
Do I get a certification for completing this course?+
At the end of the final evaluation, we will give you a document certifying that you have successfully completed the training. If you have a two-year experience with Marketo, we recommend taking the Marketo Certified Expert exam with Adobe. Merlin/Leonard offers a three-day training with a certified expert to prepare you for it (90% success rate).
Are you Qualiopi certified? datadock?+
Yes, Merlin/Leonard has passed the certifications and is Datadock and Qualiopi certified. However, you cannot finance your training with your CPF account.
Are your trainers competent?+
All our trainers are Marketo Certified Expert certified. They also have the particularity of being daily users of the tool as consultants, in addition to their training activity. They'll gladly share their best tips and tricks for getting the most out of Marketo.
How it works
15 minutes to scope your need — or a direct quote by email.
Signed quote → invoice (OPCO possible). No online payment.
Our team activates your access — you receive your sign-in link by email.