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1
THE COMPLETE GUIDE TO
MARKETO ICONS
by Josh Hill, Marketo Practice Lead
with
Alexandre Pauly, Consultant
June 2014
2
Welcome to the only
complete Marketo Icon
Guide!
3
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 Solutions Perkuto, Inc. Icons are © Marketo, Inc. Please see the original at http://perkuto.com/blog
4
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 Active)
5
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 Action)
Smart Campaign - Triggered and Active
Smart Campaign – Scheduled Batch
(checkmark indicates it has been active before)
Smart Campaign - Batch, has been run before.
Smart Campaign – Inactive, never run
6
Icons – Campaign Menus
Icon What it Means
Edit the qualification rules
Cancel the Run or Action, or Delete
Schedule the Campaign Run for a single time
Edit Settings
View Campaign Members (Previously Qualified, and this time)
Schedule Recurrence of Campaign (multiple runs)
Refresh (usually Run count, report, smart list)
7
Icons – Flow Actions 1
Icon What it Means
Wait Step
Add to List
Remove from List
Interesting Moment
Send Alert (Send email to Sales)
Change Data Value (attributes only)
Change Program Status
Change Program Success – modify Program Success for imports
Add to Engagement Program
Change Engagement Cadence (Paused, Normal)
Change Engagement Stream
8
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
9
Icons – My Tokens
Icon What it Means
Calendar ICS
Email Script (for Velocity only)
Date – formatted as “MM-DD-YYYY”
Number
Rich Text (not a landing page)
Score (also visible on all Scoring flow actions)
Salesforce (also on all SFDC related items)
Text Only
10
Icons – Design Studio 1
Icon What it Means
Landing Page – unapproved or draft
Landing Page/Email Template - Approved
Landing Page/Email Template – Unapproved
Landing Page - Approved
Email – Unapproved or draft
Email - Approved
11
Icons – Design Studio 2
Icon What it Means
Form 2.0 – Unapproved; Form 1.0 approved.
Snippet – Unapproved or draft
Snippet - Approved
Images & Files
Template - Approved with Draft
Draft of an Approved Asset (not live until Draft is Approved)
12
Icons – Lead Database
Icon What it Means
Smart List
Smart List – Cached
Static List
Segmentation or Segment – Approved with Draft
Segmentation or Segment - Unapproved
Segment or Segmentation – Approved
Field Organizer
13
Icons – Analytics
Icon What it Means
Report
Revenue Cycle Model (RCM) - Unapproved
RCM - Approved
RCM – Approved with Draft
Report Subscription
Revenue Cycle Explorer
14
Icons – Admin
Icon What it Means
Channel Tag – drives Programs
Tag Category – additional Program category
Tag Name – Program attribute
Notifications – important systemwide alerts
Admin, also the Edit icon in Design Studio
My Account Icon
Workspace
Field Management or Field Organizer
Communication Limits - global
Treasure Chest – test out beta features!
15
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.
16
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.
17
COMMENTS, SUGGESTIONS, OR NEW ICONS?
SEND THEM TO JOSH@PERKUTO.COM
Enjoy!

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Guide to Marketo Icons - 2014

  • 1. 1 THE COMPLETE GUIDE TO MARKETO ICONS by Josh Hill, Marketo Practice Lead with Alexandre Pauly, Consultant June 2014
  • 2. 2 Welcome to the only complete Marketo Icon Guide!
  • 3. 3 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 Solutions Perkuto, Inc. Icons are © Marketo, Inc. Please see the original at http://perkuto.com/blog
  • 4. 4 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 Active)
  • 5. 5 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 Action) Smart Campaign - Triggered and Active Smart Campaign – Scheduled Batch (checkmark indicates it has been active before) Smart Campaign - Batch, has been run before. Smart Campaign – Inactive, never run
  • 6. 6 Icons – Campaign Menus Icon What it Means Edit the qualification rules Cancel the Run or Action, or Delete Schedule the Campaign Run for a single time Edit Settings View Campaign Members (Previously Qualified, and this time) Schedule Recurrence of Campaign (multiple runs) Refresh (usually Run count, report, smart list)
  • 7. 7 Icons – Flow Actions 1 Icon What it Means Wait Step Add to List Remove from List Interesting Moment Send Alert (Send email to Sales) Change Data Value (attributes only) Change Program Status Change Program Success – modify Program Success for imports Add to Engagement Program Change Engagement Cadence (Paused, Normal) Change Engagement Stream
  • 8. 8 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
  • 9. 9 Icons – My Tokens Icon What it Means Calendar ICS Email Script (for Velocity only) Date – formatted as “MM-DD-YYYY” Number Rich Text (not a landing page) Score (also visible on all Scoring flow actions) Salesforce (also on all SFDC related items) Text Only
  • 10. 10 Icons – Design Studio 1 Icon What it Means Landing Page – unapproved or draft Landing Page/Email Template - Approved Landing Page/Email Template – Unapproved Landing Page - Approved Email – Unapproved or draft Email - Approved
  • 11. 11 Icons – Design Studio 2 Icon What it Means Form 2.0 – Unapproved; Form 1.0 approved. Snippet – Unapproved or draft Snippet - Approved Images & Files Template - Approved with Draft Draft of an Approved Asset (not live until Draft is Approved)
  • 12. 12 Icons – Lead Database Icon What it Means Smart List Smart List – Cached Static List Segmentation or Segment – Approved with Draft Segmentation or Segment - Unapproved Segment or Segmentation – Approved Field Organizer
  • 13. 13 Icons – Analytics Icon What it Means Report Revenue Cycle Model (RCM) - Unapproved RCM - Approved RCM – Approved with Draft Report Subscription Revenue Cycle Explorer
  • 14. 14 Icons – Admin Icon What it Means Channel Tag – drives Programs Tag Category – additional Program category Tag Name – Program attribute Notifications – important systemwide alerts Admin, also the Edit icon in Design Studio My Account Icon Workspace Field Management or Field Organizer Communication Limits - global Treasure Chest – test out beta features!
  • 15. 15 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.
  • 16. 16 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.
  • 17. 17 COMMENTS, SUGGESTIONS, OR NEW ICONS? SEND THEM TO JOSH@PERKUTO.COM Enjoy!