Prepare for Your Event prepare-for-your-event
There are several things you have to do to get ready for the event.
Create a New Marketo Role create-a-new-marketo-role
Marketo has a special user role for the event check-in app. Create a new Marketo role for iPad or Android users, with permission to access the mobile application.
Invite New Tablet Users to the Event invite-new-tablet-users-to-the-event
Invite new tablet users to the event and assign them the new role.
Create a New Marketo Event Program create-a-new-marketo-event-program
Create a new Marketo event program to capture the status of your people as they progress through different stages and get accurate measures of the ROI for your marketing initiatives.
Specify the Event Dates specify-the-event-dates
It’s a snap to set your event dates.
-
Click the event on the schedule and set the start and end date and time.
-
Slide over to change Tentative to Confirmed.
note caution CAUTION If the date of the Event is more than one week before or after the current date, your event will not appear in the app. Tip: To test it, temporarily set the dates to within one week of today. Remember to return the event to the correct dates after you test it.
Add People to Your Event add-people-to-your-event
Now that you know the when, it’s time to add the who.
-
If you already have a list of people, in My Marketo, click the Database tile.
-
Select a list with people and click the People tab.
-
Select the people for your event from the list. Use Ctrl (or Command on a Mac) to click on multiple people, or Select All to mark all of them.
-
Click Person Actions, hover over Programs and select Change Program Status.
-
Click the Program drop-down list and select your event.
-
Click the New Status drop-down and select Roadshow > Registered. Click Run Now.
-
A small window displays progress…
-
…and indicates when the task is complete.
The selected people are now in your event, ready to be checked in using the tablet app on the trade show floor.