Marketo Engage Digital Marketer study plan

Map the Marketo Engage object hierarchy (programs, channels, tags, assets, workspaces/partitions) and draw a one-page diagram showing how a lead, a program, and an asset relate

Configure a sandbox or training instance: create a folder structure, a channel with at least three statuses, and two custom fields on the person object

Build a simple email program from scratch and send a test email through a smart campaign, documenting every required setting (audience, qualification, schedule)

List the five most common causes of a smart campaign that never fires and write the diagnostic check for each

Build an email program containing a smart campaign, email asset, and at least three smart-list filters, then trace which filter drives inclusion versus exclusion

Create a reusable email template with editable modules and lock the non-editable sections

Configure a batch campaign with a specific qualification rule and a recurring schedule, then verify behavior in the results tab

Document the difference between a batch campaign, a trigger campaign, and an executable campaign with one working example of each

Design a segmentation model with at least four static lists and four smart lists that map to real business states

Create custom fields with correct field types and picklist values, then populate them through a form and through a list import

Build a data-normalization campaign using data value changes and flow steps to standardize country and job-title values

Define a deduplication policy: identify which fields determine a duplicate, and document merge rules and the effect on campaign membership

Model a lifecycle with at least five stages and define the entry criteria and transition triggers for each stage

Implement lifecycle transitions using program status changes and data value changes rather than manual list membership

Build a lead-scoring model that separates fit score from engagement score and define decay rules

Configure a lead-routing campaign that assigns owners and creates tasks, then test it with three synthetic leads

Build an engagement program with at least three streams and define cadence and transition rules between streams

Implement a nurture track that pauses when a lead reaches a lifecycle stage and resumes when it regresses

Configure program-level tokens and use them in an email so that a single asset serves multiple audiences

Test a campaign with a sample of at least twenty synthetic leads and reconcile expected versus actual results

Build a program-performance report and an email-performance report, then interpret the difference between delivered, bounced, and unsubscribed counts

Configure a revenue-cycle model or first-touch attribution view and explain what each attribution model credits

Set up a two-way CRM sync field mapping for at least six fields and document sync direction and conflict resolution

Connect one third-party integration (for example a webinar or advertising platform) and verify the data lands in the correct fields

Audit the sandbox for configuration risks: user roles, workspace and partition boundaries, API users, and field-level permissions

Review API concepts: REST versus SOAP endpoints, authentication, rate limits, and when a bulk export is required

Trace a lead from a form submission through the CRM and back, documenting each system touchpoint

Resolve five deliberately introduced data problems (duplicates, bad picklist values, orphaned campaign members)

Complete a timed full-length practice set and categorize every missed question by domain

Re-teach the three weakest domains using your own notes and rebuild one campaign for each from memory

Review the lifecycle, scoring, attribution, and segmentation documents and correct any gaps

Write a one-page cheat sheet covering campaign qualification rules, lifecycle triggers, and attribution definitions