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.