Pack Marketo Essentials instructor-led + self-paced

Pack Marketo Essentials instructor-led + self-paced

The essentials for getting started with Marketo

Learn about Marketo with a certified expert for two days and reinforce your learning with the self-paced version for 90 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

Access: 90 days for the on-demand version   Duration: 4 half-days (14 hours)   Difficulty: Beginner and intermediate

  • Ideal for beginners and Intermediates
  • A dedicated coach to accompany you and answer all your questions
  • 99 videos of 6 hours in total with Sylvain Davril, the French Marketo expert
  • 34 exercises to practice the previous lesson
  • 42 quizzes to lock in your understanding
  • 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 portfolio download 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
the best Marketo training courses by Merlin/Leonard

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

Coaching Session #3&4

  • Ask all your questions to a certified consultant!
  • Check your knowledge acquisition together
  • .

Exercise! Creating a content download program

  • Introduction to the exercise
  • Reminder on rpogram types and channels
  • Creating the program
  • Creating the lists (targeting)
  • Creating images and files
  • Creating the forms (downloading)
  • Creation of landing pages (download, thank you)
  • Email creation (invitation, reminder, notification)
  • Creating smart campaigns (invitation, notification, status progress)
  • Adding reports
  • Testing
  • Analyzing reports

Coaching Session #2

  • Ask all your questions to a certified consultant!
  • Check your knowledge acquisition together
  • .

Smart campaigns or smart campaigns

  • General introduction and concept
  • Mastering the difference between Batch vs. Trigger campaigns
  • Focus on the smart list of the smart campaign: logical operators
  • Reviewing the vastness of trigger and filter choices
  • Chaining actions in Flow
  • Analyzing the results of your smart campaign

Coaching Session #1

  • Ask all your questions to a certified consultant!
  • Check your knowledge acquisition together

Landing Pages

  • Different types of Marketo landing pages: free-form and guided
  • Creating a Guided Landing Page from scratch


  • How to create a form simply in Marketo
  • Make your forms more acceptable with progressive profiling
  • Making good use of all possible field types
  • Adapt the form theme to fit your charter
  • Integrate the form on the website or a Marketo LP

Images and files

  • What files and images to store in Marketo?
  • What are the limitations and constraints?
  • Replacing an image without changing its URL


  • Differences between Emails and Email Templates
  • Customization with tokens
  • Operational vs. non-operational emails
  • Deliverability of emails

The Design Studio

  • Discovering the main features: what's in the Design Studio?
  • Working with creative resources
  • Cloning a resource
  • Drafting and approving

The Persons

  • What is a person in Marketo
  • The different ways to create persons
  • Finding information about the person in Marketo
  • Reading a person's activity log

The different parts of Marketo

  • Understanding the modules of Marketo
  • Focus on the main bricks
  • How to use the interface options: search, notifications, help...

Marketing strategy and marketing automation

  • Understanding how marketing automation fits into a modern marketing strategy
  • The benefits of marketing automation
  • Building your campaigns from start to finish to get the most out of Marketo

The prerequisites and objectives of the training

  • Discover and navigate the platform and understand the terminologies used
  • Understand the 4 main modules of Marketo
  • Understand how a campaign works and create it
  • Analyze lead activity
  • Know where to find information

Final Evaluation

  • 20 questions to validate your learning


  • Differences between static and smart lists
  • How smart lists work
  • Static and dynamic lists - Merlin/Leonard example

The programs

  • Differences between a program and a smart campaign
  • Discovering the 4 types of Marketo programs and their characteristics
  • Link between Program Types and Channels
  • Customize your campaign progression through channels
  • Identifying your programs through variables for better reporting
  • Differences between Person Status and Program Status
  • Program Resources
  • Saving time with tokens or tokens
  • Indicating program costs to calculate ROI

Save 15% by choosing now the Marketo First Step + Essentials + Advanced Pack with instructor + 90 days self-paced access

What our clients say

Our certified consultants

  • Sylvain Davril
    Leonard & Marketo Architect
    For the past 20 years, Sylvain has been choosing and assembling the best technologies for his key account clients, to help them create a successful end-to-end customer experience. Surely the Leonard of the team, he is a fan - and expert - of Marketo! He sits next to his clients, drives them forward and makes Marketing Automation projects succeed with his team.
  • Anne-Sophie Mazurek
    Certified Senior Marketo Consultant
    Passionate about marketing, strategy and CRM, Anne-Sophie is a qualified, dynamic and professional consultant with a wide range of skills from consulting to operations in marketing, strategy, customer relationship management, digital, events, project management and business development acquired during more than 10 years of experience within international premium brands in France and abroad.
  • Vincent Mauduit
    Consultant certifié Marketo
    Vincent is a Marketing Automation consultant at Merlin/Leonard and a certified Marketo expert. He helps his clients set up their marketing campaigns and accompanies them on their Marketing Automation projects. He is Merlin/Leonard's main trainer.

Access our Marketo Essentials Pack with Instructor + Self-Paced Training Now

Only 1.895€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

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

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).

Yes, Merlin/Leonard has passed the certifications and is Datadock and Qualiopi certified. However, you cannot finance your training with your CPF account.

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.