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Marketo’s March ‘22 release: Let’s chat



Marketo’s March ‘22 release: Let’s chat

One of the biggest stories from Marketo’s latest release is their planned entry into the world of chat software. This wouldn’t be the first company in the last year to enter into the chat software space. ZoomInfo acquired chat software,, in June 2021.

As chat software users ourselves, we’re advocates of using conversational marketing to engage with website visitors and are looking forward to this feature. It’s one more way we can engage with prospects; and personalize messaging. For example, you might upload your target account list and create a unique conversation with them versus all other visitors. Or, you can tailor messaging to return website visitors versus first-time visitors.

It’s not often companies provide added value like this Marketo chat functionality without charging for the feature as an add-on or upsell. This seems to be the exception versus the norm so I’m feeling obligated to give Marketo a pat on the back.

Chat in the Hat

As mentioned, Marketo has announced its intention to get into the chat game, joining others including Drift, ZoomInfo, Intercom, and LiveChat to name a few. According to Marketo, the 1:1 personalized conversations will include the ability to book meetings directly in the chat, lead routing, starter templates, and drag-and-drop conversation creation. 

In our recent 2022 study of Marketo users, 49.2% of respondents said chat integration is important or extremely important for their business. Clearly, there is room for growth when it comes to proving the importance of chat to current Marketo users. By comparison, 74.4% of respondents said attribution is important or extremely important for their business. Source: 2022 Marketo User Study

Read next: Drift extends offerings across customer lifecycle

Why we care. Looking to peer-to-peer review site G2 for a lay of the land, we found 422 companies listed under the category “live chat software.” Marketo does seem to be entering a competitive space. Regardless, their intention to include this feature within all packages will certainly turn heads amongst the competition.

The business side of me is having fun running through all of the future scenarios. Could there be a consolidation of MarTech with this feature addition? In other words, those who previously used a third party chat platform can potentially achieve the same goal using Marketo. Or, will dedicated chat software tools like Drift continue to win as a result of their extreme focus on delivering the best chat experience to the market? 

According to Marketo, “Dynamic Chat is included in all Marketo Engage packages and will be rolled out to all Marketo Engage users this year”. At Adobe Summit, we learned a phased rollout to all customers will occur in the next 6 months. It’s also unclear if the platform was “build or buy”. Either way, as users of chat functionality, we look forward to testing Marketo’s version of dynamic chat. 

Bot Activity 2.0

When Marketo released their bot activity filter on emails, we didn’t hesitate to enable this feature. As a refresher, go to Admin > Email and select the bot activity tab to active/deactivate the filtering of bot activity. After making the change, we found the impact to be fairly low and we’ve heard similar from our clients.

And now, the feature has been expanded to log activities identified as bots and both filter and trigger based on these activities. In the same location, there is a new toggle to turn on called “Log Bot Activity.”  

Why we care. This new feature will allow you the ability to filter and trigger actions based on activities that are identified as being performed by bots. You will find “Is Bot Activity” and “Bot Activity Pattern” as new constraints as seen in the example below. 

According to VP of Consulting at Perkuto + MERGE, Judi Cousineau, a use case for this functionality includes removing scoring and lifecycle changes if the activity was performed by a bot. Amanda Giacobassi, Director of Solutions Architecture at Perkuto + MERGE adds, “You might negatively score people with bot behavior, or use the filter constraints to exclude contacts with bot activity from your email audience lists.”


Next-Gen Experience Automation

By the way, Next-Gen Experience Automation is “Before & After” for my fellow Wheel of Fortune fans. 

The Next Generation Experience will receive a design and usability update for the import program workflow. The release didn’t indicate too many details as to what we might expect, so we look forward to learning more in the next release webinar.

For Experience Automation updates, users will have the ability to expand connectivity between Marketo and their MarTech stack. This is done by authoring customized flow steps for use in Smart Campaigns which comes with what Marketo calls, Self-Service Flow Steps (Beta). 

And, the Smart Campaign Priority Override provides users with the ability to prioritize campaigns; overriding the standard campaign priority ranking. This update will free up processing resources for other high-priority tasks, according to Marketo.

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  • Import Program Workflow: She shares our curiosity about the usability enhancements; wondering if they will be UI enhancements only? What a real cliff-hanger.
  • Self-Service Flow Steps: From what we know so far, she believes this will not open up the API to the smart campaign UI (e.g. something that would allow creating and editing custom object records in the UI), but rather making webhook type functionality available in batch and executable campaigns.
  • Smart Campaign Priority Override:. According to Amanda, “This will be immediately useful for enterprise level organizations who have issues with operational campaigns taking too long to run. This might be a nice approach to order management concerns as well.”

API Enhancements

The next batch of API enhancements includes:

  • Return Disable Open Tracking Status of Emails
  • Retrieve Dynamic Content Subject Lines from Email
  • Program Member Custom Fields CRUD
  • Bulk Custom Object Export updatedAt Filter
  • Expose Head Start Setting for Email Programs
  • Selective Program Tag Update

Why we care. Our subject matter expert, Amanda, believes open tracking and dynamic content subject lines will have a positive impact on external reporting. She also cites the custom object export and head start setting as interesting related to work in enterprise automation platforms like Workato. Having less impact overall, she notes program member custom fields and tag updates given they are rarely used in UI as is.

View the complete set of March 2022 Marketo Release Notes.

This article is presented through a partnership between MarTech and Perkuto + MERGE , a marketing operations consultancy.

Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

About The Author

With 20+ years of experience in marketing, John is demand generation director at Perkuto, a MERGE company. His ultimate flow-state is positioning products and services, developing buying personas, and executing plans to attract best-fit customers. Determining the right content, campaigns, channels, and budget to hit revenue KPIs is where John thrives. Outside of the office, John is a father, husband and outdoors enthusiast.

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State of Content Marketing in 2023



State of Content Marketing in 2023

I just pressed send on the manuscript for my book to be released in September. It’s called Content Marketing Strategy (snappy, eh?), and Kogan Page will publish it.

Last week, marketing professor Philip Kotler wrote the foreword. I won’t spoil it, but he mentioned the need for a strategic approach to owned media.

He writes, “(T)he company doesn’t carry an account of showing these marketing assets and their value. As a result, the company cannot show the CEO and company board members a return on owned assets or content.”

Luckily, my upcoming book shows exactly how to do that. Funny how that works out.

In any event, all this struck me that now is an opportune time to look at where the beloved practice of content marketing stands today.

First, let’s go back to 1999 when Kotler published Kotler On Marketing, one of his more than 70 books. The latter 1990s – a time of tumultuous change – fueled most of the thinking for the book. But he knew that it was merely the beginning.

Kotler concluded the book with a section called “Transformational Marketing.”  In the next decade, he wrote, “marketing will be re-engineered from A to Z. Marketing will need to rethink fundamentally the processes by which they identify, communicate, and deliver customer value.”

Well, it’s taken over two decades, but it’s finally happening.

Consumers have changed, but marketing operations are just starting to

In case you didn’t notice, almost every marketing conference these days starts with the same four or five requisite slides:

  • Digital technologies, such as search and social media, empower consumers today.
  • Consumers research, engage, buy, and stay loyal to brands in ways that have fundamentally changed.
  • First-party data and privacy are of the utmost importance.
  • Artificial intelligence begins to threaten the idea of the usefulness of search and pressure companies to deliver better and more personalized experiences.

You get it. Consumer expectations in the age of the social, mobile, and AI-driven web are different than they were.

However, the continuing challenge in 2023 is that content and/or marketing operations in enterprise companies are only beginning to evolve. Most marketing departments have remained as they were when Kotler wrote his book — they still work from mid- to late-20th century hierarchies, strategies, and processes.

Most marketing departments still work with mid- to late-20th-century hierarchies, strategies, and processes, says @Robert_Rose via @CMIContent. Click To Tweet

Content marketing isn’t new, but a content marketing strategy is

For hundreds of years, businesses have used content to affect some kind of profitable outcome. But the reality is this: Whether it was John Deere’s The Furrow from the 1800s, Michelin’s guide to car maintenance in the early 1900s, or even Hasbro’s GI-Joe partnership with Marvel in the 1980s, content was not — and is not for the most part now — a scalable, repeatable practice within the function of marketing. In short, companies almost always treat content marketing as a project, not a process.

That fundamental change will finally take hold in 2023. It could happen because of the digital disruption and ease by which you can now publish and distribute content to aggregate your own audiences. It could happen through the natural evolution that the ultimate outcome – more than the marketing – matters more.

As we roll through 2023 and beyond, content — and the exponentially increasing quantities of it produced by every organization — deeply affects not just your marketing strategy, but your business strategy. Content in marketing is now bigger than simply content marketing, and it should be dealt with as a component of that business strategy throughout the enterprise.

#Content in marketing is bigger than #ContentMarketing. Treat it as a component of the business strategy, says @Robert_Rose via @CMIContent. Click To Tweet

In 2023, the No. 1 focus of my consulting and advisory practice these days: help companies transform content into a repeatable, scalable, and measurable function that drives value through a multi-channel strategy. It’s bigger than publishing a blog, creating a lead-generating resource center, or sending an email newsletter. Today’s content marketing team is being absorbed into marketing because marketing and its various operations are fundamentally transforming into a content-producing machine.

It is not good enough to produce content “like a media company would.” The goal must be to operate as a media company does. Your job is not to change content to fit new marketing goals. Rather, your job in 2023 is to change marketing to fit the new business content goals.

Your job in 2023 is to change #marketing to fit the new business #content goals, says @Robert_Rose via @CMIContent. Click To Tweet

The unaware builds a case for the aware

The term “content marketing” continues to evolve. Even today, I run across those who still call it “brand publishing,” “custom content,” or “inbound marketing.”

My take matches with what Kotler described in 1999. I always thought the term “content marketing” would become part of “marketing” more broadly. In 2023, that happened. So, returning to the lexiconic debates of 2013, 2014, or 2015 doesn’t seem terribly productive. Content marketing is just good marketing, and marketing is just good content marketing.

That said, two kinds of companies do well at the broader view of content marketing. Some of them, such as Cleveland Clinic, Red Bull, Arrow Electronics, HubSpot, and REI, have purposely devised content marketing strategies as differentiating approaches to their marketing. They are succeeding.

Others, like Amazon, Microsoft, JPMorgan Chase, and Peloton, backed into a smart content marketing strategy. But executives at those companies probably don’t recognize it as such. If asked (and some have been), they would say acquiring or launching a media company operation was just a smart business strategy to diversify their ability to reach their consumers consistently.

They’re right, of course. Many have yet to read books about content marketing, been influenced by the Content Marketing Institute, or even recognize content marketing as a separate approach (as far as I know). And they are also succeeding.

Consider this proof: As I write this article, six companies have a market capitalization of more than $1 trillion. Four of the six wholly or partially use the business model of media creation to further marketing and business strategies. Apple, Microsoft, Alphabet, and Amazon are all, in part, media companies that also sell products and services.

Why would you not avail yourself of that same model?

The future looks cloudy and bright

As for the overall state of enterprise content marketing, it’s in transition, as all marketing is. As a focused project-based approach, working in ad-hoc ways across a business, content marketing appears to have proven its worth. Hundreds of entries every year to the Content Marketing Awards feature myriad case studies using content marketing techniques in strategic ways to profitably affect business results.

And yet, it remains to be seen whether you can make content marketing a scalable, repeatable, measurable function within marketing.

As to what the discipline’s future holds? At last year’s Content Marketing World, one of my favorite events, the Executive Forum gathered senior leaders from brands succeeding with content marketing. As we talked about the future, one participant said: “The only certainty is change. I can’t tell you where or when, but I do know there will be change, and this is the principle we build on now.”

As for my take, Kotler’s idea of transforming the marketing function seems to have gotten lost along the digital road traveled by marketers. In so many cases, marketing – and especially content – remains just an on-demand service function within the business. Its sole job is to produce ever more voluminous amounts of content that describe the value of the brand (or its products or services) so that sales can sell more efficiently, customer support can serve more effectively, and all manner of customer interfaces are more beneficial to both sides.

However, and maybe because I need to rationalize now that my book is finished, I passionately believe it’s finally time for marketing to reclaim its ability to create value — not just reflect it in the polished shine of your traditional products and services.

Almost 27 years ago today, Microsoft founder Bill Gates wrote an essay called Content is King. In it, he said that “(C)ontent is where I expect much of the real money will be made on the Internet, just as it was in broadcasting.”

It certainly was one of his more prescient moments. Nearly three decades later, his words have proven true. The essay title has become the rallying cry for thousands and thousands of entrepreneurs who now make their living on creating, managing, optimizing, and measuring content on the internet. (A Google search for “content is king” nets more than 1.7 million results.)

But it’s the last line of his essay that I find the most visionary: “(T)hose who succeed will propel the Internet forward as a marketplace of ideas, experiences, and products – a marketplace of content.”

That’s what content marketing is for me in 2023. It’s just marketing – optimizing the value of ideas, experiences, and products in a marketplace of content.

Time to get to work.

It’s your story. Tell it well.

Get Robert’s take on content marketing industry news in just five minutes:

Watch previous episodes or read the lightly edited transcripts.

Subscribe to workday or weekly CMI emails to get Rose-Colored Glasses in your inbox each week. 


Cover image by Joseph Kalinowski/Content Marketing Institute

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27 Best About Us and About Me Page Examples [+Templates]



Your about page summarizes your history, values, and mission — all in one place. That’s a tall order for just a few paragraphs. If you’re feeling stuck, turn to these about-page examples for inspiration. 

about us page example: laptop held in palm of hand


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MarTech’s marketing operations experts to follow



MarTech's marketing operations experts to follow

Marketing operations is what makes the magic happen. These are the folks who see that your martech stack doesn’t get stuck. They are the maestros, modelers and makers who make sure the trains run, the data is digestible and that you have the programs you need. Where would we be without them? That’s too scary to think about. Here’s our list of MOps experts who have the ear of the profession.

Darrell Alfonso

Darrell is director of marketing strategy & operations at Indeed and the former global marketing ops leader for AWS. He’s the author of “The Martech Handbook: Build a Technology Stack to Acquire and Retain Customers.” In addition to speaking at many conferences, Darrell was named one of the Top Marketers in the US by Propolis 2022 and among the “Top Martech Marketers to Follow” in 2020 by Martech Alliance. He’s a regular and popular contributor both to MarTech and the MarTech conference; you can find all of his articles at this link.

Eddie Reynolds

Eddie has been in business a long time, starting his first company when he was 14. “A pretty minimal enterprise,” he told one interviewer. “I had a tax ID number, a legal entity, and a company name. I even had the IRS coming after my dad for sales tax that I failed to report properly.” Today he is CEO and revenue operations strategy consultant of Union Square Consulting. He publishes The RevOps Weekly Newsletter and the podcast RevOps Corner. Eddie’s large LinkedIn following attests to the quality of the insights he shares there on  sales, marketing, service, and admin roles. 

Sara McNamara

Sara is an award-winning marketing and sales operations professional whose work has been recognized by awards from the likes of Salesforce (Pardot), Adobe (Marketo), Drift, and LeanData. She is a Senior Manager, Marketing Operations at Slack and a martech stack (+ strategy) solution architect. That and her passion for leveraging technology and processes to improve the experiences of marketers, sales professionals, and prospects, explains why she’s a regular guest on MOps podcasts.

Ali Schwanke

Ali is the CEO and founder of Simple Strat. The firm specializes in helping companies get the most out of HubSpot — from CRM strategy and setup to marketing automation and content creation. She is also host of HubSpot Hacks, “the #1 Unofficial YouTube show for HubSpot Tutorials” and has been a guest speaker at the MarTech conference.

Mike Rizzo

Mike’s career in marketing operations showed him that there is a real and significant MOps community. That’s why he founded MO Pros/, the fast-growing online community for people in marketing operations. He is also co-host of Ops Cast, a weekly podcast. 

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About the author

Constantine von Hoffman

Constantine von Hoffman is managing editor of MarTech. A veteran journalist, Con has covered business, finance, marketing and tech for, Brandweek, CMO, and Inc. He has been city editor of the Boston Herald, news producer at NPR, and has written for Harvard Business Review, Boston Magazine, Sierra, and many other publications. He has also been a professional stand-up comedian, given talks at anime and gaming conventions on everything from My Neighbor Totoro to the history of dice and boardgames, and is author of the magical realist novel John Henry the Revelator. He lives in Boston with his wife, Jennifer, and either too many or too few dogs.

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