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From YouTube: Marketo Gated Content Program Setup (marketo clone, tokens, landing pages, and automation)
Description
Handbook: https://about.gitlab.com/handbook/marketing/revenue-marketing/digital-marketing-programs/marketing-programs/gated-content/#marketo-automation-and-landing-page-creation
If that doesn't work, try this:
https://about.gitlab.com/handbook/marketing/gated-content/#marketo-automation-and-landing-page-creation
A
All
right
in
this
video
I'm
going
to
dive
through
the
process
to
clone
and
create
a
gated
content
program
in
marketo
with
the
new
process
using
the
marquette
landing
pages.
So
a
quick
overview
of
what
you'll
be
doing
when
you're
setting
up
a
new
gated
content
program,
you'll
be
creating
a
marketo
program,
updating
the
tokens
and
syncing
to
salesforce
campaign,
editing
the
registration
and
thank
you
page
urls,
activating
the
smart
campaign,
updating
the
salesforce
campaign
and
then
testing
the
live,
registration,
page
and
flows
and
then
separately.
A
A
different
issue
would
be
to
add
the
new
content
to
the
resource
page.
But
we
won't
be
covering
that
in
this
video.
So
to
start
we're
going
to
clone
the
template
for
the
gated
content
program,
so
clone
and
we'll
clone
it
to
a
campaign
folder
and
the
cam
and
right
here,
you'll
name
the
program,
so
you'll
go
y,
yyyy,
underscore
type
underscore
content
name
so
essentially,
it'd
be
like
2020
underscore
ebook
underscore
ci
best
practices.
A
You
can
do
this
in
either
order,
but
I
prefer
prefer
to
just
sync
to
salesforce:
have
that
out
of
the
way
and
then
update
the
marketo
tokens
marketo
tokens
we've
tried
to
make
this
process
as
efficient
as
possible
by
using
a
character
limit
checker.
So
anybody
in
content,
marketing
fieldwork
whoever
is
creating
the
copy
for
the
landing
page,
would
be
writing
the
copy
in
here.
A
I've
just
copied
this
the
example
into
the
actual
piece
that
then
ties
down
to
the
copy
paste
values
that
you
would
be
using
for
your
tokens.
So
this
all
might
not
make
sense
yet.
A
So
now
we
have
our
program
cloned
and
it
has
all
of
the
related
assets,
smart
campaigns-
and
this
is
actually
an
archive.
So
when
I
can
return
archive
folder
ignore
that
part.
Basically,
the
main
things
in
your
program
are
another
registration,
page,
the
thank
you
page
and
the
confirmation
for
pat
factory
it.
It
includes
a
link
to
that
factory
and
the
downloaded
content
smart
campaign
in
marketo.
A
You
may
say:
oh
why
a
registration
page,
it's
just
like
we'll
just
keep
it
consistent
through
all
of
the
programs.
So,
even
though
they're
downloading
content,
we
don't
want
to
get
it
confused
with
the
page
that
they're
actually
downloading
the
content
on
which
is
the
thank
you
page,
we'll
just
use
registration
page,
meaning
the
form
is
on
that
page.
Thank
you,
page,
meaning
this
is
the
page
after
you
register
after
you
fill
the
form
so
again
salesforce
campaign.
A
Let's
go
to
the
marketo
tokens
like
I
said,
all
of
the
copy
is
now
con
included
right
within
this
set
at
the
bottom
of
the
character
limit,
checker
doc,
the
person
who's
requesting
the
landing
page
or
who's.
Basically,
the
owner
of
the
campaign
landing
page
or
campaign
content
landing
page
will
then
be
copying
and
pasting
this
into
the
issue.
So
it
should
be
really
quick
and
simple
for
the
person
creating
the
program
to
copy
paste
all
this
into
marketo,
so
I'll.
A
Take
this
I'll,
give
you
a
quick
example
of
a
few
places
where
you're
creating
this.
In
the
marketo
token,
oh,
actually,
I
have
the
exact
same
copy
that
was
in
the
character
limit,
checker
it'll
everything,
that's
fitting
in
right
here
will
cascade
throughout
the
assets
and
the
smart
campaigns
in
the
program.
A
So
the
reason
this
is
more
efficient
is
you
can
update
bullet
one
two,
three:
four:
if
you
put
those
tokens
into
the
confirmation,
email
and
the
registration
page
and
what
the
heck,
if
you
put
it
in
automation
in
the
campaign,
it
would
all
flow
throughout.
So
you
don't
have
to
replicate
so
that
at
a
later
point,
if
you
needed
to
update
something,
you
update
it
in
one
spot
right
here
and
it
cascades
throughout,
you
don't
have
to
go
edit
five
different
things
in
the
program,
so
it's
much
more
efficient.
A
I'm
not
going
to
go
ahead
and
update
all
this,
because
I
think
I
hope
that
you
maybe
understand
this,
but
I
will
show
you
the
next
steps
for
content
gating.
So
you've
now
created
the
marketo
program,
you've
synced
to
salesforce.
You
would
have
updated
all
of
these
tokens
according
to
the
copy,
that's
in
the
character
limit,
checker
or
in
the
issue,
and
the
next
step
is
to
update
the
url
page
settings
so
go
to
edit
url
settings
you're
going
to
put
it
in
with
a
a
format
of
resources,
dash
type
of
content.
A
So
in
this
case
an
ebook
dash
name
of
content,
so
ci
best
practices.
I
recommend
command
a
command
c
copy.
Yet
let
it
throw
away.
We
don't
need
that
url
we're
not
trying
to
create
a
redirect
in
the
admin
area.
So
let's
just
throw
that
away.
We're
gonna
then
edit.
The
url
tools
with
the
url
tools,
edit
the
url
settings
for
the
thank
you
page-
make
it
exactly
the
same
so
again,
resources
dash
type
dash
name
of
content
and
then
we'll
add
a
dash,
oops
dash,
think
dash.
A
A
You
don't
need
to
check
this
I'll
review
it,
but
essentially
because
we
have
put
tokens
throughout
the
automation.
You
won't
need
to
do
anything
here.
All
you'll
need
to
do
is
hit
schedule
activate,
but
I'll
just
quickly
go
through
what
the
smart
list
and
flow
is
so
that
you
have
some
understanding
of
what
the
program
is
doing.
So
the
smart
list
is
listening
for
a
fills
out
form
is
any
on
the
web
page
within
the
program,
because
this
is
cloning
and
using
the
marketo
landing
page
within
the
program.
A
It
automatically
picks
up
that
the
registration
page
is
what
it's
listening
for,
so
no
change
needed.
There
follow
the
flow
will.
Then,
let's
see
send
the
confirmation
email
so
again,
because
that's
built
into
the
program,
you
don't
have
to
do
anything
just
let
it
blue
it'll
remove
from
flow
if
they're
at
gitlab,
because
we
don't
need
to
inflate
the
numbers
in
the
program.
So
let's
just
pull
them
out
at
that
point.
They'll
receive
the
confirmation
email,
but
they
won't
go
through
the
rest
of
the
steps.
A
Next
step
change,
program
status,
so
we'll
change
the
program
status
to
downloaded
for
gated
content.
That's
a
good
way
to
double
check
that
your
visible
attribution
touch
points
are
matching
up
with
the
downloads
and
make
sure
that
everything's
firing
correctly
for
attribution
reporting
interesting
moment
will
apply
downloaded
the
content
type.
So
this
again
is
actually
included
within
the
tokens
and
the
content
title.
So
again,
that's
in
the
tokens
so
no
need
to
update
that
change.
Data
value
acquisition
program
will
become
ci
best
practices.
A
This
program,
the
person
source
and
initial
source,
will
update
to
content
type
sfdc.
The
reason
that's
separated
is,
for
example,
maybe
we
have
a
new
content
type,
but
we
don't
really
want
to
go
through
all
the
steps
just
for
media
one-time
thing.
I
know
in
marketo,
looking
at
some
of
the
content
types,
we
have
lots
of
ebooks
lots
of
reports,
lots
of
videos
and
white
papers.
We
only
have
one
assessment:
we
didn't
create
a
new
person
source
for
the
assessment
or
the
estimator
and
really
important
here
is.
A
If
you
put
in
a
value
that
is
not
recognized
by
the
sales
force
field,
then
you
will
actually
throw
an
error
and
the
record
will
not
sync
to
salesforce.
So
it's
really
important
that
we
only
use
a
specific
set
of
values
for
the
content,
type,
sfdc
and
you'll
see
those
I'll
show
them
in
a
moment.
You'll
see
those
reflected
in
the
list
here.
So
as
of
right
now
in
salesforce,
the
only
options
are:
where
is
it
content
type
sfdc?
A
All
right,
so
we've
created
the
marketo
program.
We've
updated
the
tokens,
we've
synced
to
salesforce
campaign,
the
next
step
and
actually
another
stuff
we've
done
is
updated.
The
urls
for
the
registration
page
and
the
thank
you
page.
Next
up
we'll
activate
nope
already.
Do
that
activate
a
smart
campaign.
It
goes
so
fast.
This
is
so
efficient
right,
we'll
update
the
salesforce
campaign.
A
So
I
go
ahead
and
change
the
campaign
owner
immediately,
so
I
should
be
the
only
jackie
ragnola,
most
likely
that's
the
case,
then
we'll
update
the
activated
field
or,
honestly,
everything
is
pretty
much
set.
You
just
need
to
check
that.
It's
as
it
should
be
so
activated
should
be
checked
description.
It
should
include
your
epic
already.
I
usually
include
the
landing
page
url
or
the
registration
at
this
point
in
the
setup.
So
I
would
copy
paste
this
into
the
description
and
shortcut
is
to
just
double
click
on
the
field.
A
So
epic,
you
already
have
it
landing
page.
You
put
that
in
there
I'm
actually
going
to
cancel
I'm
afraid.
Someone
might
see
this
and
think
it's
real
start
date
should
be
the
date
of
launch,
so
maybe
the
date
that
you're
creating
this
or
the
day
after
and
the
next
one
should
be
the
following
year,
so
mine
would
be
7,
23,
20,
2021
and
the
last
step
would
be
budgeted
cost.
A
So
this
is
an
analyst
report.
You
should
receive
the
cost
of
the
analyst
report
from
the
analyst
relations
team
if
it's
a
competitive
pdf,
get
it
from
the
competitive
team
and
so
forth.
If
it's
in-house,
you
can
add
in
zero
as
the
budget
of
cost,
I'm
going
to
check
with
marketing
ops
to
make
sure
that
I'm
right
on
that,
but
whatever
is
accurate,
is
going
to
be
in
the
handbook,
so
just
check
that
and
from
here
we're
all
good
to
go
hit.
A
A
All
of
this
is
just
what
I
have
in
the
tokens
and
we'll
go
ahead
and
test
the
form,
so
everything
is
looking
right,
download
asset
type.
Now
again,
that's
also
built
into
the
tokens
with
the
I
said
type.
Where
did
they
put
that
it's
in
here
somewhere
or
I'll
check
on
that
we'll
go
ahead
and
fill
out
the
form
so
I'm
gonna
use
the
george
blues
fill
that
in
job
title,
whatever.
A
I
really
get
my
privacy
policy
I'll
download,
and
then
I
will
come
to
the
thank
you
page,
so
it
will
be
the
page
that
you
created.
Thank
you
for
downloading
this.
It
will
say
click
here
to
view
your
ebook,
for
example,
and
right
now
it
says
this
is
as
it
will
here
for
the
end
user,
because
that's
what
my
content
type
currently
says
when
you
click
that
you'll
be
brought
to
a
path
factory
link.
This
doesn't
work
right
now
because
our
tokens
say
pathway
to
anything
without
the
email
tracking
part.
A
So
when
you're
testing,
you
should
be
able
to
see,
this
may
do
another
rendition
of
this
video
that
shows
with
live
urls
and
from
there
you'll
be
testing
the
path
factory
link,
checking
that
the
lead
does
not
receive
a
pop-up
when
they
are
a
known
user
and
checking
the
confirmation,
email
but
more
to
come
in
a
later
video.
That's
the
start
of
setting
up
a
gated
content
program
with
the
landing
pages,
follow-up,
email
and
all
the
automation.