►
Description
This is a meeting where Amy Waller and the UX Research team explored the possible use of Marketo for research recruitment.
A
So
feel
free
to
stop
me
at
any
point.
So
marketo
has
a
few
different
sections.
Marketing
activities
like
where
we
send
emails
do
a
lot
of
the
workflows.
Design
studio
is
where
we
keep
our
assets
like
landing,
page
templates
and
email
templates
database.
That's
just
our
whole
database
and
those
are
really
the
only
ones
that
matter
so
in
marketing
activities.
A
We
have
you
know
a
set
of
operational
programs
that
you
won't
be
needing
or
touching,
and
then
active
marketing
programs.
So
we
have
different
folders
here
that
go
into
you
know
different
templates
of
how
we
set
things
up,
email
being
one
of
them,
but
also
like
webcasts
and
events
and
conferences
and
all
that
have
their
own
set
so
I'll
get
into
security
releases,
because
this
is
probably
kind
of
similar
to
what
you'd.
B
A
A
A
C
B
A
Actually,
I'm
not
sure,
but
you
should
be
able
to
like
work
between
the
two
systems
and
like
see
them
in
qualtrics
or
qualtrics,
push
them
to
marketo
and,
like
worst
case
two.
What
we
can
always
do
is
if
one
of
one
of
these
fields
or
whatever
it
isn't
giving
you
the
number
you
need,
you
can
still
pull
that
from
your
normal,
like
database
queries
and
then
give
me
the
list
and
I
can
upload
it
into
marketo
and
we
can
send
that
way
too.
A
You
know,
and
you
have
different
operators
like
is
not
empty.
You
can
do
advanced
logic
like
a
little
equation
there,
and
so
you
can
use
all
these.
In
addition
to
literally
every
other
field,
we
we
have
in
salesforce
and
if
we're
missing
one,
we
can
get
that
added
into
the
the
the
data
mart
as
well,
but
there's
a
lot
of
a
lot
of
fields
that
we
can
use
and
then
for
the
second
part
of
like
actually
sending
the
email.
A
What
I
would
set
up
like
the
security
release.
Email
is
very
kind
of
blank
and
bland,
so
we
can
make
yours
prettier,
but
what
we
do
is
tokenize
some
of
this
stuff
so
like,
for
example,
this
one.
This
blog
post
is
a
token
based
off
of
what
we
have
here.
So
it
allows
you
to
just
change
the
variables,
oh
I'm
in
the
sandbox.
So
this
this
isn't
what
I
want,
but
you
can
change
the
variables
right
here
without
having
to
do
like
work
in
the
wysiwyg
of
the
email.
A
C
A
Figure
it
out.
Yeah
I
mean
we
have.
We
have
an
integration
with
hop
in
which
is
our
main
event
platform,
and
it
follows
a
similar
working
style
of,
like
everybody,
has
a
unique
link
like
when
you
sign
up
to
commit
or
any
of
our
other
larger
conferences,
and
that
link
goes
back
into
marketo
through
the
integration
and
we
can
track
things
that
way
so
it'll
be
a
little
bit
of
trial
and
error.
But
but
the
plugin
doesn't
seem
super
over
complicated.
A
Here
we
see
like
link
the
release
and
then
I
put
some
placeholder
text
in
there.
So
you'll
see
with
the
actual
email,
you'll
see
the
placeholder
text,
and
if
I
update
that
you'll
see
the
new
text
so
we're
releasing
versions
xxxx
and
then
this
link
is,
we
click
it
yeah.
It
just
doesn't
work
because
I
didn't
update
the
token,
but
basically
you'd
have
a
template
and
then
we
would
change
the
links
based
on
different
tokens.
C
A
I
don't
know
how
many
are
opted
into
our
stuff,
but
I
know
trials
are
automatically
opted
in
from
the
start,
and
so
if
they
come
through
a
trial
and
then
continue
on
to
being
paying
a
customer,
they
would
have
to
specifically
opt
out
in
order
to
be
like
opted
out.
Otherwise
they
just
continue
being
opted
in
forever
until
they
say
no.
B
A
A
See
the
fields
here
we
have
a
couple
of
these
fields
here
so
dave,
since
they
signed
up
premium
starter
and
ultimate.
So
I
can
add
all
those
together
and
see
how
many
we
have
that
pump
isn't
live
yet,
but
if
I
can
get
it
in,
if
I
have
these
fields,
we
can
query
like
we
can
have
israel's
team
query
these
fields
for
us
and
if
we
just
need
to
get
started
on
a
one-time
list
upload
and
then
pull
from
that
in
the
future.
A
A
C
D
Yeah,
I'm
really
just
I
sound
like
a
couple.
Other
people
were
interested
in
it.
Well,
it's
just
kind
of
where,
especially
for
self-managed.
Where
is
the
data
coming
from
like
how?
How
do
we
even
have
this
information
in
marketo
to
begin
with,
if
it
because
these
people
are
hard
to
find,
how
are
we
getting
them.
A
A
By
combining
all
these
data
sources,
we
were
able
to
get
them
all
in
one
place,
with
all
the
information
that
we
need
to
send
out
emails
and
to
update
these
things.
So
they
built
that
I
think
yeah
dim
marketing
content
contact
in
snowflake
and
then
we
parse
it
all
together
into
this
mark,
I'm
not
a
database
person
but
yeah.
So
we
were
able
to
just
tie
all
this
information
together
and
then
build
the
connection
into
marketo
for
this
stuff.
A
D
Yeah,
it
sounded
like
it
was
sort
of
answered,
but
I
was
you
know,
you're
mentioning
about
27
000
self-managed
users,
but
we
don't
know
how
many
are
opted
in,
which
is
also
kind
of
confusing
to
me.
If
again,
based
on
kind
of
what
you
have
on
the
screen,
like
seems
like
we
should
easily,
I
mean
again.
Maybe
he
said
we
could
query
for
it
but
like
if
I
was
like
for
a
specific
campaign
or
something
like
that,
how
what's
the
sample
size
I
could
expect
to
kind
of
use.
A
B
A
A
B
A
You
know
ux
list
one,
so
you
can,
or
you
can
also
do
like,
not
filter,
so
like
not
was
sent
to
email
in
the
last
30
days.
Like
you
actually
now
won,
so
you
can
make
sure
that
they
don't
get
this
current
email
if
they
got
the
one
30
days
ago
or
any
ux
email
within
30
days.
If
we
can
help
set
that
up.
E
E
A
A
A
F
Hi,
so
some
of
them
were
kind
of
answered,
but
one
question
I
have
is
it
sounds
like
this
is
still
growing.
Can
we
like
this
is
still
an
ongoing
process
for
the
self-managed
users?
Can
we
expect
that
list
to
grow
over
the
next
like
year
or
two,
and
do
you
know
kind
of
like
at
what
approximate
rate
it's
kind
of
growing?
It.
A
A
We
don't
want
all
of
those
people
in
marketo
in
salesforce,
because
those
would
just
break
everything
for
having
that
that
vast
number
so
we're
kind
of
picking
and
choosing
who
comes
over
so
the
first
thing
we're
doing
is
saying:
okay,
if
everyone,
if
this
person
is
in
marketo
and
everybody,
that's
in
salesforce,
is
in
marketo,
if
they're
in
marketo,
we
want
to
refresh
them
nightly
with
all
the
most
recent
data
we
have,
which
is
all
those
cd
fields.
If
there's
a
difference
in
those
fields,
it
updates
marketo
overnight
in
the
future.
A
F
A
A
So
if
you
have
like
a
particular
use
case
where
you're
like
I
always,
I
always
want
every
single
self-managed
user
since,
if
they're
paying,
I
don't
see
why
we
wouldn't
want
to
do
that.
If
you
want
to
get
every
free
user,
that's
going
to
be
like
seven
million.
I
would
say
no
to
that,
but
if
but
like
in
the
future,
we're
gonna
start
taking
like
free
users
with
certain
characteristics
and
move
them
into
marketo,
and
then
that's
something
that
you
could
consume
too.
C
So
to
clarify
amy,
it
sounds
like
with
that
27
000.
If
we're
like
hey,
can
we
get
that
number
to
increase
for
our
use?
It
sounds
like
that's.
That's
a
possibility,
depending
on
like
all
right,
adam,
so
yeah
there's
a
lot
more
over
there.
What
exactly
do
you
need
and
we
can
be
like
we,
we
need
x
amount
of
paid.
We
need
x
amount
of
free
with
some
other
criteria
too
and
you're
saying
that
that
can
happen.
A
Yeah,
especially
if
you
can
query
it,
and
so
there's
like
a
distinction
between
we're
going
to
want
this
data
moving
forward
so
like
self-managed
falls
into
that
really
nicely.
But
if
you
want
a
sub
segment
of
free,
those
can
always
be
like
one
time
one
time
pushes
over
versus
like
an
ongoing
anyone.
That's
free
that
meets
this
criteria
may
not
be
useful
in
a
marketing
sense
to
to
push
over
all
the
time,
but
for
one
time
things
as
long
as
a
list
isn't
astronomical.
A
A
A
A
If
they're
already,
I
guess
it
depends
on
who
and
when
wh,
why,
if
they're
already
in
marketo,
you
can
expect,
I
mean
in
the
next
couple
months
that
that
data
is
refreshed
nightly.
If
it's
a
brand
new
query
that
we
want
to
utilize.
The
pump
for
we'd
have
to
triage
that
with
the
data
team
and
the
integrations
team.
G
Yeah,
so
I
think
some
of
them
have
been
answered,
but
the
opt
out
process.
So
you
might
not
know
because
I
don't
I
don't
know
about
the
qualtrics
integration
either.
So
do
they
opt
out
through
qualtrics
and
that's
fed
back
into
marketo,
or
are
they
opting
out
through
marketo
and
that's
fed
into
qualtrics
like
is
there?
Do
they
go
hand
in
hand?
Can
someone
be
opted
out
of
one
and
not
the
other?
If
you
know.
A
Well
right
now,
since
they
don't
talk
to
each
other
at
all,
it's
not
super
compliant,
because
if
they're
opting
out
over
here,
I
should
have
that
in
marketo
in
the
future.
If
we
were
to
use
this
plug-in,
they
would
opt
out
of
the
marketo
emails
via
marketo,
because
the
only
qualtrics
piece
is
really
that
link,
and
so
it
would
be
like
marketo
emails.
But
if
you
do
have
a
list
of
unsubscribes
in
qualtrics,
go
ahead.
Get
that
over
to
me,
so
I
can
unsubscribe
them
in
marketo
as
well.
G
Okay,
cool
yeah,
my
my
next
question
was
so
the
emails
are
actually
sent
from
marketo
and
not
qualtrics.
If
I'm
reading
it
correctly
so
can
in
qualtrics,
we
can
usually
see
like
an
individual
participant's
response
rate
or
the
number
of
emails
that
failed
and
didn't
go
through.
Is
that
possible
in
marketo.
A
A
A
You
can
see
all
the
emails
and
so
like
you
can
list
them
out
here
and
you
can
see
the
emails
and
it'll
total
them
up.
So
there's
five
emails
or
you
know
I
can
easily
create
a
report
for
you
saying,
like
everything,
ux
related,
here's
all
the
scent
delivered.
You
know,
update
the
time
frame
and
all
that
across
the
board.
G
And
then
my
last
one
so
are
there
rules
we
would
need
to
follow
to
like
create
a
list
that
we
need
to
pull.
So
would
we
need
to
filter
out
people
who
have
opted
out
so
or
does
it
do
that
automatically
or
you
know,
do
we
have
to
put
into
the
query
that
we
don't
want
anyone
who's
received
an
email
in
the
last
month
like
do
we
have
to
do
those
per
list,
or
are
there
certain
things
that
are
automatic
when
we're
pulling
the
lists?
If
that
question
makes
sense,.
A
Yes,
yeah,
so
there's
you'll
see
blocked
here.
So
when
you
pull
the
list,
you'll
have
a
block.
Ideally
you
have
it
I'll,
create
a
template
for
you
that
will
have
all
of
the
compliance
filters
already
set
for
you,
but
additionally,
if
they're,
unsubscribed
or
they've
bounced
or
they've
their
markets
suspended
or
they,
you
know
a
number
of
different
things
that
make
them
not.
You
don't
want
to
email
them.
They'll
you'll,
see
this
in
the
blocked
and
systematically
marketo
won't
send
it.
A
A
I
don't
I'd,
have
to
check
and
see
see
what
see
what's
involved.
It
does
like
the
integration
itself.
Didn't
look
that
difficult.
I
think
the
hardest
part
of
most
integrations
is
actually
the
implementation
and
the
enablement
piece
with
it
and
making
sure
we
support
your
team
with
it's
not
like
all
right
here.
You
go
figure
it
out.
You
know
we
we
sit
with
you
and
and
help
build
out
the
initial
queries
and
stuff.
A
C
Cool
all
right,
that's
that's
good
to
hear
awesome.
So
I'm
looking
in
the
table
I
built
in
in
the
notes
and-
and
I'm
seeing
you
know
some
maybes
potentially
maybe
so
I
just
want
to
hand
it
over
to
the
team
to
really
make
sure
you're
getting
all
of
your
questions
answered,
even
if
it
is
a
maybe
let's
talk
a
little
bit
about
it
while
amy
is
on
is
on
the
call
here
so
loren.
If
you
want
to
speak
to
your,
maybe.
E
Yeah,
I
think
like
for
me.
It's
maybe
and
sorry
there's
background
noise,
because
if
this
is
the
place
where
we
can
go
to
get
the
self-managed
users,
then
like
great
yeah
like
yes,
but
if
there's
another
place,
that's
hosting
all
of
them,
then,
where
is
that?
And
do
we
use
that
and
go
into
qualtrics
versus
having
this
layer
of
mercuto
in
between.
A
A
I
think
the
first
step
is
really
understanding.
Maybe
a
couple
sample
lists
that
you
would
want
to
run
with
and
then
building
those
out
seeing
in
market.
I
can
say:
okay,
we
got
10
000
people
for
this,
and
the
total
list
over
here
is
like
20
000
for
for
options
a
b
and
c,
and
then,
if
those
numbers
seem
super
low.
Looking
into
that
data
mart
and
saying,
are
there
other
fields
that
we
could
be
utilizing
that
we
could
pull
over
and
prioritize
that?
F
Yeah
lauren
and
I
shared
the
same
mindset
if,
if
it
sounds
like
this,
is
it's
all
about
the
self-managed
users
in
this
instance
for
our
use
case?
Obviously
so
if
it
is
relatively
efficient,
especially
to
like
you
said,
get
a
big
pool,
at
least
at
first
that
we
can
work
with
for
a
while.
If
that
is
efficient,
then
it
makes
sense
to
me,
but
I'm
already
I'm
pretty
used
to
license
and
sql
and
other
things.
F
G
Yeah,
so
I
am
leaning
towards
yes,
because
self-managed
users
are
missing
for
us
in
general.
I
think
my
my
concerns
come
from.
I
think
it's
going
to
be
a
learning
curve,
because
it's
going
to
be
a
very
new
process
and
then
I'm
thinking
like
long
term
are
we
just
going
to
always
have
a
very
separate
process
for
reaching
out
to
our
self-managed
users
versus
reaching
out
to
our
sas
users,
or
will
it
eventually
all
just
be
the
one
process?
G
A
Yeah,
I
think,
ideally
any
type
of
survey
you
send
out
would
be
through
marketo,
and
that
way
one
of
the
big
things
would
be
getting
that
the
unsubscribes
in
one
place.
So
so
we
can
stay
compliant
with
that
piece
that
that's
one
thing,
that
kind
of
concerns
me
and
making
sure
you're
not
granted.
What
what
you're
emailing
out
is
probably
not
gonna
raise
alarm
bells
with
with
that
email
community.
A
G
So
from
the
start
you
mean
like
we
wouldn't
just
use
it
for
the
self-managed
users,
we'd
use
it
for
the
sas
users
who
might
already
exist
in
there,
because
I
know
that
sometimes
you
do
need
those
free
users,
so
that
would
be
a
separate
process
potentially
if
the
free
users
aren't
in
there,
but
essentially
from
the
start.
You
want
us
to
kind
of
use
it
for
all
of
the
outreach.
E
That
kind
of
made
me
think
of
another
question
like
regardless
of
the
benefits
that
we
might
get
with
like
self-managed
users.
Is
this?
Potentially,
we
should
be
using
this
for
best
practice
to
not
be
like
duplicating
outreach
to
particular
users,
because
if
we
say
we
are
independently
using
qualtrics
and
then
there's
these
email
campaigns
going
through
marketo
at
the
same
time,
like
that's
potentially
disjointed
so
like
is
it?
A
Yeah,
that's
a
great
call
out.
Definitely,
if
essentially
for
like
the
campaigns,
team
and
the
field
marketing
teams
here,
if
it's
not
being
sent
through
marketo,
it
doesn't
exist.
But
of
course,
from
the
end
user
perspective,
you're
getting
emails
from
a
couple
different
places.
So
yeah
we
have
communication
limits.
A
So
in
marketo,
like
a
single
person,
can't
get
more
than
three
emails
in
seven
days
to
prevent
against
like
oversaturation
of
your
lists
and
then
another
plus
side
of
of
using
marketo
is
everything
in
marketo
shows
up
on
the
salesforce
side,
so
salespeople
as
crs
can
see.
Oh
my
person's
in
a
research
study
or
was
contacted
about
study.
So
that's
another
piece
yeah.
I
didn't
touch
on.
D
Yeah,
I
think
the
last
couple
questions
has
been
especially
been
good.
I
like
the
idea
of
kind
of
consolidating
and
increasing
the
visibility
into
who
we've
contacted,
but
I
do
worry
about
speed,
sometimes
and
and
getting
our
queries
that
we
have
built
in
in
size,
sense
and
kind
of
that
that
process,
although
the
process
isn't
perfect
from
size
sense
to
qualtrics.
D
I
have
concerns
about
potential
sample
sizes
and
related
to
that
exhausting
the
resource
and
then
clarity
on
email,
opt-outs
and
just
the
data
accuracy
I'm
like
I'm
still,
but
I
I'm
I'm
cool
with
most
of
that
and
I
just
as
an
aside
I,
I
might
be
misunderstanding
something
so
like
somewhere.
I
said,
maybe
it's
in
the
notes
from
previous
meeting,
but
it
said
that
the
connection
between
qualtrics
and
marketo
is
like
twelve
thousand
dollars
a
year.
What
advantage
does
that
give
us
if
the
emails
being
sent
through
marketo?
A
A
But
yeah
12
12
000
seemed
a
little
steep
from
from
when
adam
gave
me.
That
number
so
I
mean
that's
your
budget,
but
but
yeah
that
did
seem
kind
of
steep
and,
and
maybe
that
is
something
that
we
can
recreate,
but
I
think
it's
the
unique
link
and
that
piece,
but
following
up
on
your
sisense,
so
you're
pulling
people
from
scissors.
D
Yeah
we're
querying
the
data
warehouse
using
sisense
and
then
there's
a
pipeline
from
psi
sense.
Well
that
gets
those
emails
to
qualtrics
as
a
list
upload,
and
then
we
can
disperse
email.
You
know
email
campaigns
through
through
qualtrics
itself,
using
that
list
generated
from
site
sense
and
is
somewhat
of
a
broken
process.
I
mean
it's:
it's
often
it's
on
in
some
senses,
but
that's
that's
generally
how
it
works.
D
I
would
say
no
to
start
and
if
we
do
get
bombarded
by
someone
sharing
a
link
broadly,
you
know
yeah,
then
maybe
we
need
that
unique,
but
we
don't.
I
don't
want.
I
only
speak
for
myself.
I
don't
do
the
unique
links
right
now
and
I
have
the
capacity
to,
and
it
has
never
bitten
me
yet,
but
that
doesn't
mean
it
won't
ever
bite
me,
but
that's
just
my
two
cents.
C
G
Yeah,
I
would
agree
with
nick
and
a
lot
of
the
those
settings
are
actually
you
can
change
them
in
the
survey,
so
we
can
go
in
and
prevent
duplicate
responses
within
the
survey
itself.
It's
not
necessarily
the
link
or
you
can
even
just
set
up
an
alert.
So
this
way
you
can
let
people
fill
it
in
and
it
will
flag
to
you
potential,
duplicate
responses
and
there's
also
like
other
security
things
where
it
like
kind
of
tracks,
ip
addresses
and
things
that's
all
set
up
in
an
individual
survey.
G
So
that
wouldn't
really
concern
me.
The
only
time
I
use
separate
links
is
like
if
I'm
sharing
something
on
social
media.
I
want
that
specific
link
so
that
I
can
just
follow
it
back,
but
the
other
thing
is
in
qualtrics.
We
do
have
the
option
to
customize
the
links
too,
so
we
could
use
that
as
our
own
kind
of
tracking
way
of
keeping
things
neat
opposed
to
just
the
random
generated
one,
because
I've
gotten
yelled
at
by
many
security
professionals
telling
me
that
our
links
are
fake
when
we
send
them
that
way.
G
A
E
You
can
also
identify
the
user
too.
So
if
there's
like
follow-up,
that
needs
to
happen,
but
you
can
always
bake
that
into
your
survey
by
saying,
would
we
like
to
follow
or
we'd
like
to
follow
up
with
your
comfortable
thought?
Please
provide
your
email
or
what
have
you
like?
It
doesn't
have
to
be
a
part
of
the
background
setup.
G
C
E
G
Because
you
have
yes,
that's
the
one
I
was
gonna
suggest
we
started
recruiting
on
that
one
because
he
is
looking
for
exclusively
sas
users,
but
I
can
always
compare
also
the
numbers
that
I've
sent
from
our
data
warehouse
upload
and
the
qualtrics
side
of
things,
because
I
think
we've
already
sent
out
like
two
over
2000
invites
and
to
send
them
out
in
the
this
other
tool
and
see.
If
maybe
we
get
better
quality
responses
to
it
from
just
in
general.
Just
a
it
would
be
a
handy
comparison
to
see
quickly.
C
A
Well,
as
as
we're
talking,
it
seems
like
it
would
make
sense
to
obviously
take
the
iterative
approach
and
just
work
with
like
that
link
and
that
single
link
goes
out
to
everyone.
We
don't
need
an
integration
for
that
and
then,
if
we're,
you
know
if
we're
like.
Okay,
the
queers
and
marketo
look
good.
This
link's
working.
A
D
A
B
A
C
B
C
Cool
all
right,
so
I'm
doing
a
time
check
and
we're
there
amy.
Thank
you
so
much.
This
has
been
great
and
thank
you,
michael
nick
moran
and
kate,
for
making
time
asking
really
good
questions
here
to
make
sure
this
could
be
a
good
fit
for
us.
I
am
excited
about
piloting
this
so
caitlyn,
I
think
you're
the
person
for
it
to
maybe
apply
it
towards
will's
study.