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Copyright2013MarketoInc.
,Allrightsreserved.
MarketoandtheMarketologoaretrademarks,registeredtrademarks,orservicemarksofMarketoInc.
intheUnitedStatesandincertainotherjurisdictionsthroughouttheworld.
Allothercompanyandproductnamesmaybetradenames,trademarksorservicemarksoftheirrespectiveowners.
MarketoEventsiPadAppGuidePreparingEvents,iPad,andUsersforLiveCheck-insMarketoEventsiPadAppGuideMarketoEventsiPadAppGuideiiMARKETOCONFIDENTIALCopyright2013MarketoInc.
,Allrightsreserved.
ALLMARKETOPRODUCTSANDDOCUMENTATION(WHETHERINHARDCOPYORELECTRONICFORM)ARESUBJECTTOTHEAGREEMENTBETWEENYOUANDMARKETO,INC.
ANYUSEOFTHEMARKETOPRODUCTSORDOCUMENTATIONMUSTBEPURSUANTTOSUCHAGREEMENTORAUTHORIZEDBYMARKETO,INC.
ExceptasmaybeexpresslyotherwiseprovidedintheagreementbetweenyouandMarketo,Inc.
,onlysubscriberforthesubscriber'sinternalusemayprintthedocumentation.
Exceptfortheforegoing,nopartofthisdocumentation(whetherinhardcopyorelectronicform)maybereproducedortransmittedinanyformbyanymeans,electronic,mechanical,opticalorotherwise,includingphotocopyingorusinganyinformationstorageandretrievalsystem,withoutthepriorwrittenpermissionofMarketo,Inc.
MarketoandtheMarketologoaretrademarks,registeredtrademarks,orservicemarksofMarketoInc.
Allothertrademarksandregisteredtrademarksreferencedherein,intheMarketoProducts,orinthedocumentationarethepropertyoftheirrespectiveowners.
ThisproductincludessoftwaredevelopedbytheApacheSoftwareFoundation,licensedundertheApacheLicense,Version2.
0(the"License");youmaynotusethisfileexceptincompliancewiththeLicense.
YoucanobtainacopyoftheLicenseathttp://www.
apache.
org/licenses/LICENSE-2.
0.
October2013PrintedintheUnitedStatesofAmerica.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuideiiiMARKETOCONFIDENTIALTipSheetHerearesomequicklinkstothemostimportanttasksinpreparingforandusingtheMarketoEventsiPadapp.
Usethemtogetstartedquicklywithyourtask!
PreparingtheEventInyourMarketoaccount:CreateanewMarketoRoleforiPadappusers,withpermissiontoAccessMobileApplication.
(p.
3)InvitenewiPadusersfortheevent;assignthenewRole.
(p.
4)CreateanewEvent.
(p.
4)SetEventdatescorrespondingtothereal-worldevent.
(p.
6)Note.
TheEventappearsintheiPadapponlywithinaweekoftoday'sdate,beforeorafter.
AddleadstoyourEventbychangingtheirstatustoInvitedorRegisteredinyourEvent.
(p.
6)PreparingtheiPadOntheiPad:DownloadtheMarketoEventsapp.
(p.
8)Testlogins.
(p.
9)Testcheck-ins.
(p.
9)UsingtheiPadAppIntheMarketoEventsiPadapp:LoginandopenyourEvent,beforegoingtotheevent.
(p.
10)Findandcheckineventguests.
(p.
11)SynchronizewithMarketo,regularly.
(p.
16)MarketoEventsiPadAppGuideMarketoEventsiPadAppGuidevMARKETOCONFIDENTIALContentsOVERVIEW1BEFORETHESHOW.
1ATTHESHOW2PREPAREYOURMARKETOEVENT3CREATEANEWMARKETOROLE.
3INVITENEWUSERSFORTHEIPADAPP4CREATEANEWEVENT5SPECIFYTHEEVENTDATES6ADDLEADSTOYOUREVENT.
6PREPARETHEIPAD8DOWNLOAD&INSTALLTHEMARKETOEVENTSIPADAPP8CONFIRMLOGINCREDENTIALSFORIPADUSERS.
9SYNCHRONIZEAPPTOPOPULATEEVENT.
9CONFIRMCHECK-INSAREWORKING9USETHEMARKETOEVENTSIPADAPP.
10LOGINTOTHEIPADAPP10SELECTANEVENT.
11FINDAGUEST.
11FindaLeadintheList.
12SearchonServerforanInvitedLead.
12CreateaNewLeadontheiPad13CHECK'EMIN!
14ReversingaCheck-In.
15EditingaLeadRecordatCheck-In.
15SYNCHRONIZETHEIPADAPPWITHMARKETO.
16CLOSETHEAPP.
17WORKINGWITHLIMITEDINTERNETACCESS17Creating'New'LeadstoCheckInExistingLeads.
18TROUBLESHOOTING19MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide1MARKETOCONFIDENTIALOverviewTheMarketoEventsiPadappishere!
TheMarketoEventsappontheiPadmakesiteasytocheckleadsinimmediately,inrealtime,whentheyshowupinpersonatareal-worldevent.
WhentheappisthensynchronizedbacktotheMarketoleadsdatabase,thoseleadsareupdatedwithhigherleadscores.
TheMarketoEventsappisdesignedtobequickandeasytouseforanystaffwhoarephysicallypresentattheevent,whethertheyarecurrentMarketousersortradeshowemployeeswhoarenewtoMarketo.
CheckinginleadsthatarealreadypartoftheEventtakesjustafewseconds.
AddinganewleadfromtheiPad,whichalsochecksthepersonintotheevent,takesaboutaminute.
BeforetheShowTopreparetousetheMarketoEventsiPadapp:First,inMarketo,createanewRoleforiPadusers,withpermissiontoAccessMobileApplication.
InvitenewiPadusersfortheevent,andassignthemthenewRole.
ThencreateaMarketoEventthatrepresentsthereal-worldevent,setthedates,andaddleads.
Note.
OnlyEventsthatoccurwithinawindowfromsevendaysbeforetoday'sdatetosevendaysafterareavailableontheiPadapp.
TotestanEventoutsidethiswindow,temporarilysetthedatecloser.
Aftertesting,remembertoresetthecorrectdateforyourEvent.
Next,prepareandtesttheiPadapp.
CheckyourEventinMarketotoconfirmthatthechecked-inleadshavebeenupdatedtoreflecttheirnewstatus(Attended).
Tip.
IftheeventincludesseveralstaffmemberswhoarenewtoMarketo,werecommendyouschedulesometimebeforetheeventitselftoreviewtheiPadappwiththem.
YoucanusethisTutorialtogetnewpeoplestartedquickly.
Seethethirdsection,UsetheMarketoEventsiPadApp.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide2MARKETOCONFIDENTIALAttheShowOnceyouhavepreparedyourEventandtheiPad,it'sreadyfortradeshowstafftolearnhowtousetheapp:DownloadandinstalltheMarketoEventsappontheiPad.
(Ifnecessary.
)LogintotheMarketoEventsappwithproperlogincredentials.
SelectyourEvent.
FindtheguestintheEvent'slistofleads.
Note.
SearchontheiPadwillfindanyonewhohasbeenInvitedtotheEvent,andtheEvent'slistofleadswillautomaticallyshowanyonewhowithRegisteredstatus.
YoucanalsoaddanewleadtoyourEventfromtheiPad.
ChecktheguestintotheMarketoEvent.
SynchronizetheiPadappwithMarketo.
YoucanalsolearnaboutusingtheiPadappwithlimitedInternetaccessattheeventvenue.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide3MARKETOCONFIDENTIALPrepareYourMarketoEventBeforeyoucanusetheMarketoEventsapp,youmustprepareyourMarketoaccount.
YouwillcreateaRolewithpermissiontousetheapp,invitenewusers(tradeshowstaff)andassignthemthenewRole,createandconfiguretheEvent,andaddMarketoleadstoyourEvent.
CreateaNewMarketoRoleUsersontheiPadmusthavepermissiontoaccessMarketofromtheapp.
Youdothisbyaddingthepermission,AccessMobileApplication,tooneormoreMarketoRoles.
UserswiththerightRolecanthenaccesstheMarketoapp.
WerecommendthatyoucreateaRolespecificallyforpeoplewhowillonlybeusingtheiPadapp,andthatyoucreateormodifyoneormoreadditionalRolesforpeoplewhowillbeusingtheiPadappandperformingotherfunctionsaswell.
Forapp-onlyusers,createanewRoleandassignitpermissiontoAccessMobileApplication.
Tocreateanewuserrole,inyourMarketoaccount:ClickAdmininthenavigationbaratthetopofthepage.
ClickUsers&Roles,thenclicktheRolestab.
Underthetabs,clickNewRole.
TheCreateNewRolewindowopens:InRoleName,enteranamethatreflectsthepurposeofthisnewrole.
(TointeractwithMarketofromreal-worldeventsviatheiPadapp.
)MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide4MARKETOCONFIDENTIALInDescription,enteradescriptionfortherole.
(optional)UnderPermissions,selectthecheckboxforAccessMobileApplication.
ClickCreate.
YournewroleisnowavailabletoassignwhenyouinviteuserstousetheiPadapp.
Forexistingusers,eithercreateanewRolethatincludestheAccessMobileApplicationpermissionandotherpermissions;or,addtheAccessMobileApplicationpermissiontoexistingRoles.
InviteNewUsersfortheiPadAppOnceyouhavethenewRolewiththeAccessMobileApplicationpermission,youcanassignittonewuserswhenyouinvitethemasiPadappusers.
Toinviteanewuser,inyourMarketoaccount:ClickAdmininthenavigationbaratthetopofthepage.
ClickUsers&Roles,thenclicktheUserstab.
Underthetabs,clickInviteNewUser.
TheInviteNewUserwindowopens:InFirstName,enterthefirstnameoftheuser.
InLastName,entertheuser'slastname.
InEmail/Login,entertheuser'sfullemailaddress.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide5MARKETOCONFIDENTIALInRolesandWorkspaces,selectthecheckboxesforMarketingUser(oranyrolewithaccesstotheLeadDatabase),andfortheRoleyoucreatedwithpermissiontoaccessthemobileapp.
Caution.
UserswhodonothaveaRolewithaccesstotheLeadDatabasecannotseeleadsintheapp.
InInvitation,editthedefaultmessagethatwillbesenttotheinviteduser.
(optional)ClickInvite.
TheuserwillreceiveanemailmessageinformingthemtheyhavebeengrantedaccesstoMarketoLeadManagement.
Tip.
Atthispoint,it'sagoodideatosignintothenewlyinvitedaccountontheiPadtoconfirmthataccessisworking.
CreateaNewEventForotherstobeabletocallupaMarketoEventintheiPadapp,youmustfirstlogintoyourMarketoaccountandcreatetheEventintheRoadshow(orcompatiblecustom)Channel.
Note.
Ifyouhavecreatedacustomchannel,youmayusethatinsteadofRoadshow,butbesureyouselectedAppliesto:Event(notProgramorEventwithWebinar)whenyoucreatedit.
Important.
IfyouhaveexistingEventsthatarenotintheRoadshow(orcompatiblecustom)Channel,theywillnotbeavailableintheiPadapp.
IfanexistingEventalreadyhasMembers,youcannotchangetheChannel.
YoumustcreateanewEventinacompatibleChannelandaddleadstothenewEvent.
CreateaNewEvent:FromMarketingActivities,clickNewandselectNewProgram,thencompletethefieldsintheNewProgramdialogbox.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide6MARKETOCONFIDENTIALChooseaCampaignFolder,enteraName,settheProgramTypetoEvent,selecttheRoadshow(orcompatiblecustom)Channel,andenteraDescription.
ClickCreate.
YournewEventappearsontheleftinyourMarketingActivitiestab,undertheCampaignFolderyouselectedabove.
SpecifytheEventDatesInthesummaryscreenforyourEvent,underSchedule>StartDate,clicknotsettoopentheEventScheduler:SelectthedatesofyourEvent.
ClickSave.
YourEventreloadstoshowthedatesonthesummaryscreen.
Caution.
IfthedateoftheEventismorethanoneweekbeforeorafterthecurrentdate,yourEventwillnotappearintheiPadapp.
Tip.
IfyourEventismorethanoneweekfromtoday'sdate,youcantesttheiPadappbytemporarilysettingthedateswithinoneweekoftoday.
RemembertoreturntoyourEventtoresettheproperdatesaftertesting.
AddLeadstoYourEventThereareseveralapproachestodothis,asdescribedintheTutorial,ProgramMembersOverview.
Toaddexistingleads:Ifyoualreadyhavealistofleads,clicktheLeadDatabasetabatthetopofyourMarketowindowandselectaleadslistfromtheleft:MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide7MARKETOCONFIDENTIALFromthelist,selecttheleadsforyourEvent.
ClickSelectAlltoselectallleads.
Toselectspecificleads,clickthefirstlead,andthenpressCtrl(orCommandonaMac)asyouclickonmoreleadstomulti-select.
Whiletheleadsareselected,fromthetoolbar,clickLeadActions>Programs>ChangeStatusinProgression.
TheRunActiondialogboxopens:ClicktheProgramdrop-downmenutoselectyourEvent.
ClicktheNewStatusdrop-downmenutoselectRoadshow>Registered.
ClickRunNow.
Thetaskqueuesupandasmallwindowdisplaysyourprogress.
TheprogresswindowindicateswhenthetaskiscompleteandyourleadsareinyourEvent.
TheselectedleadsarenowinyourEvent,andavailabletobecheckedinviatheiPadappfromthetradeshowfloor.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide8MARKETOCONFIDENTIALPreparetheiPadToensureasmoothexperienceonthedayoftheevent,itisimportantthatyoupreparetheiPadandtesttheMarketoEventsappwellbeforetheevent.
OnceyoucreatetheEventinMarketo,itwillloadintotheiPadappwhentheiPaduserlogsin,provided:TheiPaduserlogsintoanaccountwithaccesstoyourleadsdatabase.
TheEventisscheduledonadatethatfallsinthetimeperiodthatisoneweekbeforeandoneweekafterthecurrentdate.
TheEventwascreatedintheRoadshow(orcompatiblecustom)Channel.
(OthereventsdonotappearintheiPadapp.
)Download&InstalltheMarketoEventsiPadAppIftheMarketoEventsapphasnotbeeninstalledonyouriPad,launchyouriPadandstarttheAppleAppStoreapp:Note.
YoumustbeconnectedtotheInternettodownloadapps.
IntheSearchboxinthetop-rightcornerofApple'sAppStore,enter"Marketo"andpressReturn.
FromtheSearchresults,clicktheMarketoEventsapp:FollowApple'sprocedurestodownloadandinstalltheMarketoEventsapponyouriPad.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide9MARKETOCONFIDENTIALConfirmLoginCredentialsforiPadUsersBeforeyouassigniPadstotradeshowstaff,confirmthatthelogincredentialsthattheywillbeusingworkproperly,andthatyourEventappearsontheapp'sHomescreen.
Tosignin,followtheprocedureinLogIntotheiPadApp.
Onceyouareloggedin,confirmthatyourEventappearsontheHomescreen.
Note.
ItcantakeseveralminutesaftercreatinganewEventforittoappearintheiPad.
Ifitdoesnotappear,clickLogoutontheHomescreen.
Waitafewminutes,thenloginagain.
SynchronizeApptoPopulateEventOpenyourEventintheiPadapp.
IfyoudonotseetheleadsthatyouhaveaddedtotheEvent,clickSynctosynchronizetheappandreloadtheEventleadslist.
SeeSynchronizeiPadAppwithMarketo.
ConfirmCheck-InsAreWorkingItisalsoimportanttoconfirmthatcheck-insareworkingfromtheiPadbeforetheevent.
IntheiPadapp,checkatestleadin.
SeetheprocedureinCheck'emIn!
.
Synchronizetheapp.
InMarketo,openyourEventandclickMembers.
ConfirmthattheleadyoucheckedinhasbeenupdatedtotheAttendedstatus.
Tip.
Youcanuseyourselfasthetestlead.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide10MARKETOCONFIDENTIALUsetheMarketoEventsiPadAppTheMarketoEventsiPadAppenablesyoutocheckpeopleintoareal-worldevent,suchasatradeshoworseminar.
Checkinginsomeonewhoisalreadyregisteredtakesjustafewseconds.
Addinganewleadtakesaboutaminute.
Topreparefortheevent,aMarketouser(youorsomeoneelse)createsanEventassetinMarketoandpopulatesitwithInvitedandRegisteredleads.
Then,whenpeopleshowupatthereal-worldevent,youcanfindtheirleadinformationontheiPadappandcheckthemin,whichpromotesthemtoAttendedstatuswhenyousynchronizetheappwithMarketo.
LogIntotheiPadAppTolaunchtheMarketoEventsapp,clicktheappicononyouriPad.
Theloginwindowappears:ClicktheLoginbuttontostart.
IntheLogindialogthatopens,enterthelogincredentials:Email:TheemailaddressthatrepresentstheappropriateMarketoaccount.
Password:Thepasswordassociatedwiththataccount.
ClickLogininthebottom-rightcorneroftheLogindialog.
TheHomescreenappears,whereyoucanstartbyselectinganEvent.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide11MARKETOCONFIDENTIALCaution.
OnlyuserswithRolesthathaveaccesstotheLeadDatabasecanseeleadsintheapp.
Important.
YoucanonlylogintotheappwhenyouhaveaconnectiontotheInternet,overWi-Fioracellularnetwork.
SeeWorkingwithLimitedInternetAccess.
SelectanEventAfteryoulogin,theHomescreenappears:TheHomescreenincludesalistofavailableEvents,ontheleft.
IMPORTANT:OnlyEventsthatoccurwithinawindowfromsevendaysbeforetoday'sdatetosevendaysafterareavailableintheiPadapp.
Tostart,selectyourEventfromthelistontheleft.
TheEventwindowwillopen,whereyoucanfindyourguestandcheckthemin,asdescribedinthenextsections.
Note.
IftheEventyouneedisnotontheHomescreen,youneedaMarketousertomodifyanexistingEventtomakeitavailable,orcreateanewEvent.
SeeTroubleshooting.
FindaGuestYoucanfindyourguestinthelocallistofRegisteredleads,searchforInvitedleads,oraddnewleadstotheEvent:Scrolltoalead:TheguestisinthelistofRegisteredleadsforyourEvent.
Findingandcheckingtheleadinisquickandeasy.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide12MARKETOCONFIDENTIALSearchforalead:EnteraleadnameintheSearchboxtothesearchthelocallistofRegisteredleads.
IfyouareconnectedtotheInternet,italsosearchestheInvitedleadsontheMarketoserver.
Again,findingandcheckingtheleadinisquickandeasy.
CreateanewleadontheiPad:IftheguestisnotinthelistofRegisteredorInvitedleadsforyourEvent,createanewlead.
WhenyoucreateanewleadontheiPad,thatleadisautomaticallyregisteredasAttendedtotheEvent.
Thisprocesstakesaboutaminute.
Tip.
Creatinga'new'leadisalsoagoodwaytocheckinanexistingleadwhenyouhavenoInternetconnection.
SeeWorkingwithLimitedInternetAccess.
FindaLeadintheListTofindaguestinthelistofRegisteredleadsintheEvent,scrollthelistofnamesontheleft,orenterthenameintheSearchboxatthetopofthelist:Whenyoulocatetheguestinthelist,clicktheirnametoopentheleadrecord,whereyoucancheckthemin.
Tip.
Tojumptoaspecificletter,slideyourfingerupanddownthealphabetontherightedgeoftheleadslist.
SearchonServerforanInvitedLeadTheSearchfunctionintheappisanotherwaytofindaRegisteredlead'snamequickly.
IfyouareconnectedtotheInternet,SearchonServer,justbelowtheSearchbox,canalsofindInvitedMarketoEventsiPadAppGuideMarketoEventsiPadAppGuide13MARKETOCONFIDENTIALleadsinyourEventonyourMarketoserver.
ThisisaquickwaytoaddAttendedleadstotheEventthatwerenotpreviouslyRegisteredforit.
Clickthelead'snameinthesearchresultstoopentheleadrecord,whereyoucancheckthemin.
CreateaNewLeadontheiPadWhentheguestyouwishtocheckintoyourEventisnotanexistingleadinyourMarketodatabase,youcanaddthemmanually.
TheMarketoEventsappwillautomaticallycheckthemintoyourEvent,andwhenyousynchronize,addthemtoyourleadsdatabase.
Toaddanewlead,clicktheAddbuttoninthebottom-leftcorneroftheEventwindow:TheLeadEditwindowopens,withseveralfieldsforbasicinformationonthenewlead:Completeasmanyofthefieldsasyoucan.
Caution.
Double-checkthattheemailaddressiscorrect.
Otherfieldscanbecorrectedlater,buttheemailaddressistheprimarymethodforcontactingtheguest.
ClickDone.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide14MARKETOCONFIDENTIALYournewleadisregisteredascheckedintoyourEvent,andwillbeaddedtotheMarketodatabase,withtheAttendedstatus,whenyousynchronize.
SeeSynchronizetheiPadAppwithMarketo.
Tip:IfyoudonothaveanInternetconnectionandtheguestisnotinthelocallistofRegisteredleads,createa'new'leadtocheckthemin.
Later,whenyousynchronizetheapp,iftheleadalreadyexistsinyourMarketoleadsdatabase,theexistingleadisprogressedtoAttended.
Check'emIn!
Whenyouhavelocatedandclickedonalead'sname,theleadrecordforthatguestopens:ClickCheck-in.
YourguestisregisteredasAttendedtoreflecttheirattendanceatyourevent.
Acheckmark(√)appearsnexttotheirnameintheleadslist.
TheleadrecordforyourguestwillbeupdatedintheMarketodatabasewhenyousynchronize.
SeeSynchronizetheiPadAppwithMarketo.
WhileyoumusthaveanInternetconnectiontosynchronize,youcancheckinleads,reversecheck-ins,andeditleadrecordswithoutanInternetconnection.
SeeWorkingwithLimitedInternetAccess.
Note.
Eachtimeyoucheckinalead,theredcounterontheSyncbuttonincrements,indicatingthenumberofnewcheck-inssincethelasttimetheiPadappwassynchronizedwiththeMarketodatabase.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide15MARKETOCONFIDENTIALReversingaCheck-InIfyoudiscoverthataleadhasbeencheckedinerroneouslybeforeyouhavesynchronized,youcanreversetheirAttendedstatus.
Beforesynchronization,theleadrecordforeachAttendedguestintheMarketoEventsappincludesanUndobutton.
Toreverseaguest'sAttendedstatus,findthelead'snameinthelistofleadsforyourEvent.
Clicktheirnametoopentheleadrecord.
Toreversethecheck-in,clickUndo:EditingaLeadRecordatCheck-InOften,whileyouareinconversationwithaguestwhohascometoattendyourevent,youhaveanopportunitytogathermoreinformationfromthem.
Ifso,youcanaddandmodifytheinformationinthosefieldsintheiPadapp.
Tomodifyaleadrecord,clickthatperson'snameintheleadslistandthenclicktheEditbuttoninthetop-rightcorner:MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide16MARKETOCONFIDENTIALTheLeadEditwindowopens:Completeasmanyofthefieldsasyoucan.
ClickDone.
YourleadinformationisupdatedintheiPadapp,andwillbeimportedintotheMarketodatabasewhenyousynchronize.
SeeSynchronizetheiPadAppwithMarketo.
SynchronizetheiPadAppwithMarketoWhenyouusetheMarketoEventsapp,theappoperatesindependentlyuntilyousynchronizeyouractivitybacktotheMarketoleadsdatabase.
Remembertodosoassoonaspossibleafteryourlastcheck-in.
Caution:Onceyousynchronize,youcannolongerreverseacheck-infromtheapp.
Important:Tosynchronize,youriPadmustbeconnectedtotheInternet.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide17MARKETOCONFIDENTIALTosynchronizeyourMarketoEventsapp,navigatetoyourEventandclicktheSyncbutton:YourEventisupdatedwithnewcheck-insintheMarketodatabase.
TheredcounterontheSyncbuttonclears,indicatingsuccess,anddoesnotappearagainuntilyouchecksomeonein.
ClosetheAppForsecurityreasons,whenyouhavefinishedsynchronizing,youmightwishtoquittheMarketoEventsappentirely.
WorkingwithLimitedInternetAccessEventvenuesoftenhaveweakornoaccesstotheInternet,duetocongestionandotherobstacles.
Ifthisisaconcernatyourevent,logintotheMarketoEventsiPadappandselectyourEventinadvance,whileatyourhotel,oranyotherlocationwithInternetaccess.
Thisestablishesyourlogin,openstheEvent,anddownloadsthelistofleadsfortheEvent.
IfyouhavesignedinandselectedanEvent,youcanstillusetheappafteryouloseInternetaccess.
Youcanlookforleads,checkinleads,andcreatenewleads.
WhenyougetInternetaccessagainandsynchronize,theleadsintheappandyourMarketoleadsdatabasewillbothbeupdated.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide18MARKETOCONFIDENTIALThistableprovidesaquickoverviewofthetasksthatrequireanInternetconnectionandthosethatdon't:InternetConnectionRequiredInternetConnectionNotRequiredDownload,installappLoginSelectanEventCheckinaleadfromthelistCreateanewleadSynchronizeiPadappwithMarketoCaution.
Theappautomaticallylogsyououtaftereighthoursofinactivity.
Whenitlogsyouout,itretainsthecheck-insandleadsthatyouhaveaddedsincethelastsynchronization(astheyarelocal),butitclearsthelistofleadsforyourEvent.
Youcannotusetheappuntilyoucanloginagain,whichrequiresanInternetconnection.
Whenyoudologinagain,theappreloadsthelistofleadsforyourEventfromMarketo.
Creating'New'LeadstoCheckInExistingLeadsIfyoudonothaveanInternetconnectionwhileprocessinganEvent,youwillonlybeabletofindandcheckinpeoplewhoarealreadyinthelistofleadsforyourEvent.
YouwillnotfindleadsthatareinyourlargerMarketoleadsdatabase.
WhenyoucannotaccesstheInternettofindalead,youcaninsteadcreatea'new'leadforthepersoncheckingin.
Whenyousynchronizetheapp,the'new'leadwillbereconciledwiththeexistingleadandberegisteredascheckedinatyourEvent.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide19MARKETOCONFIDENTIALTroubleshootingHerearesomesuggestionsifyouarehavingdifficultiesusingtheMarketoEventsiPadapp:IfyoucannotfindtheMarketoEventsapponyouriPad,itmightnotbeinstalledyet.
SeeDownload&InstalltheMarketoEventsiPadApp.
Ifyouarehavingtroubleloggingin,confirmthatyouhaveanactiveInternetconnection.
Also,confirmwithyourcoordinatorthatyouareusingthecorrectlogincredentials.
IfyoudonotseeyourEventintheiPadapp,confirmwithyourcoordinatorthatitisintheRoadshow(orcompatiblecustom)Channel.
Also,confirmthattheEventdateiswithintwoweeksbeforeoraftertoday'sdate.
SeePrepareYourMarketoEvent.
,Allrightsreserved.
MarketoandtheMarketologoaretrademarks,registeredtrademarks,orservicemarksofMarketoInc.
intheUnitedStatesandincertainotherjurisdictionsthroughouttheworld.
Allothercompanyandproductnamesmaybetradenames,trademarksorservicemarksoftheirrespectiveowners.
MarketoEventsiPadAppGuidePreparingEvents,iPad,andUsersforLiveCheck-insMarketoEventsiPadAppGuideMarketoEventsiPadAppGuideiiMARKETOCONFIDENTIALCopyright2013MarketoInc.
,Allrightsreserved.
ALLMARKETOPRODUCTSANDDOCUMENTATION(WHETHERINHARDCOPYORELECTRONICFORM)ARESUBJECTTOTHEAGREEMENTBETWEENYOUANDMARKETO,INC.
ANYUSEOFTHEMARKETOPRODUCTSORDOCUMENTATIONMUSTBEPURSUANTTOSUCHAGREEMENTORAUTHORIZEDBYMARKETO,INC.
ExceptasmaybeexpresslyotherwiseprovidedintheagreementbetweenyouandMarketo,Inc.
,onlysubscriberforthesubscriber'sinternalusemayprintthedocumentation.
Exceptfortheforegoing,nopartofthisdocumentation(whetherinhardcopyorelectronicform)maybereproducedortransmittedinanyformbyanymeans,electronic,mechanical,opticalorotherwise,includingphotocopyingorusinganyinformationstorageandretrievalsystem,withoutthepriorwrittenpermissionofMarketo,Inc.
MarketoandtheMarketologoaretrademarks,registeredtrademarks,orservicemarksofMarketoInc.
Allothertrademarksandregisteredtrademarksreferencedherein,intheMarketoProducts,orinthedocumentationarethepropertyoftheirrespectiveowners.
ThisproductincludessoftwaredevelopedbytheApacheSoftwareFoundation,licensedundertheApacheLicense,Version2.
0(the"License");youmaynotusethisfileexceptincompliancewiththeLicense.
YoucanobtainacopyoftheLicenseathttp://www.
apache.
org/licenses/LICENSE-2.
0.
October2013PrintedintheUnitedStatesofAmerica.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuideiiiMARKETOCONFIDENTIALTipSheetHerearesomequicklinkstothemostimportanttasksinpreparingforandusingtheMarketoEventsiPadapp.
Usethemtogetstartedquicklywithyourtask!
PreparingtheEventInyourMarketoaccount:CreateanewMarketoRoleforiPadappusers,withpermissiontoAccessMobileApplication.
(p.
3)InvitenewiPadusersfortheevent;assignthenewRole.
(p.
4)CreateanewEvent.
(p.
4)SetEventdatescorrespondingtothereal-worldevent.
(p.
6)Note.
TheEventappearsintheiPadapponlywithinaweekoftoday'sdate,beforeorafter.
AddleadstoyourEventbychangingtheirstatustoInvitedorRegisteredinyourEvent.
(p.
6)PreparingtheiPadOntheiPad:DownloadtheMarketoEventsapp.
(p.
8)Testlogins.
(p.
9)Testcheck-ins.
(p.
9)UsingtheiPadAppIntheMarketoEventsiPadapp:LoginandopenyourEvent,beforegoingtotheevent.
(p.
10)Findandcheckineventguests.
(p.
11)SynchronizewithMarketo,regularly.
(p.
16)MarketoEventsiPadAppGuideMarketoEventsiPadAppGuidevMARKETOCONFIDENTIALContentsOVERVIEW1BEFORETHESHOW.
1ATTHESHOW2PREPAREYOURMARKETOEVENT3CREATEANEWMARKETOROLE.
3INVITENEWUSERSFORTHEIPADAPP4CREATEANEWEVENT5SPECIFYTHEEVENTDATES6ADDLEADSTOYOUREVENT.
6PREPARETHEIPAD8DOWNLOAD&INSTALLTHEMARKETOEVENTSIPADAPP8CONFIRMLOGINCREDENTIALSFORIPADUSERS.
9SYNCHRONIZEAPPTOPOPULATEEVENT.
9CONFIRMCHECK-INSAREWORKING9USETHEMARKETOEVENTSIPADAPP.
10LOGINTOTHEIPADAPP10SELECTANEVENT.
11FINDAGUEST.
11FindaLeadintheList.
12SearchonServerforanInvitedLead.
12CreateaNewLeadontheiPad13CHECK'EMIN!
14ReversingaCheck-In.
15EditingaLeadRecordatCheck-In.
15SYNCHRONIZETHEIPADAPPWITHMARKETO.
16CLOSETHEAPP.
17WORKINGWITHLIMITEDINTERNETACCESS17Creating'New'LeadstoCheckInExistingLeads.
18TROUBLESHOOTING19MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide1MARKETOCONFIDENTIALOverviewTheMarketoEventsiPadappishere!
TheMarketoEventsappontheiPadmakesiteasytocheckleadsinimmediately,inrealtime,whentheyshowupinpersonatareal-worldevent.
WhentheappisthensynchronizedbacktotheMarketoleadsdatabase,thoseleadsareupdatedwithhigherleadscores.
TheMarketoEventsappisdesignedtobequickandeasytouseforanystaffwhoarephysicallypresentattheevent,whethertheyarecurrentMarketousersortradeshowemployeeswhoarenewtoMarketo.
CheckinginleadsthatarealreadypartoftheEventtakesjustafewseconds.
AddinganewleadfromtheiPad,whichalsochecksthepersonintotheevent,takesaboutaminute.
BeforetheShowTopreparetousetheMarketoEventsiPadapp:First,inMarketo,createanewRoleforiPadusers,withpermissiontoAccessMobileApplication.
InvitenewiPadusersfortheevent,andassignthemthenewRole.
ThencreateaMarketoEventthatrepresentsthereal-worldevent,setthedates,andaddleads.
Note.
OnlyEventsthatoccurwithinawindowfromsevendaysbeforetoday'sdatetosevendaysafterareavailableontheiPadapp.
TotestanEventoutsidethiswindow,temporarilysetthedatecloser.
Aftertesting,remembertoresetthecorrectdateforyourEvent.
Next,prepareandtesttheiPadapp.
CheckyourEventinMarketotoconfirmthatthechecked-inleadshavebeenupdatedtoreflecttheirnewstatus(Attended).
Tip.
IftheeventincludesseveralstaffmemberswhoarenewtoMarketo,werecommendyouschedulesometimebeforetheeventitselftoreviewtheiPadappwiththem.
YoucanusethisTutorialtogetnewpeoplestartedquickly.
Seethethirdsection,UsetheMarketoEventsiPadApp.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide2MARKETOCONFIDENTIALAttheShowOnceyouhavepreparedyourEventandtheiPad,it'sreadyfortradeshowstafftolearnhowtousetheapp:DownloadandinstalltheMarketoEventsappontheiPad.
(Ifnecessary.
)LogintotheMarketoEventsappwithproperlogincredentials.
SelectyourEvent.
FindtheguestintheEvent'slistofleads.
Note.
SearchontheiPadwillfindanyonewhohasbeenInvitedtotheEvent,andtheEvent'slistofleadswillautomaticallyshowanyonewhowithRegisteredstatus.
YoucanalsoaddanewleadtoyourEventfromtheiPad.
ChecktheguestintotheMarketoEvent.
SynchronizetheiPadappwithMarketo.
YoucanalsolearnaboutusingtheiPadappwithlimitedInternetaccessattheeventvenue.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide3MARKETOCONFIDENTIALPrepareYourMarketoEventBeforeyoucanusetheMarketoEventsapp,youmustprepareyourMarketoaccount.
YouwillcreateaRolewithpermissiontousetheapp,invitenewusers(tradeshowstaff)andassignthemthenewRole,createandconfiguretheEvent,andaddMarketoleadstoyourEvent.
CreateaNewMarketoRoleUsersontheiPadmusthavepermissiontoaccessMarketofromtheapp.
Youdothisbyaddingthepermission,AccessMobileApplication,tooneormoreMarketoRoles.
UserswiththerightRolecanthenaccesstheMarketoapp.
WerecommendthatyoucreateaRolespecificallyforpeoplewhowillonlybeusingtheiPadapp,andthatyoucreateormodifyoneormoreadditionalRolesforpeoplewhowillbeusingtheiPadappandperformingotherfunctionsaswell.
Forapp-onlyusers,createanewRoleandassignitpermissiontoAccessMobileApplication.
Tocreateanewuserrole,inyourMarketoaccount:ClickAdmininthenavigationbaratthetopofthepage.
ClickUsers&Roles,thenclicktheRolestab.
Underthetabs,clickNewRole.
TheCreateNewRolewindowopens:InRoleName,enteranamethatreflectsthepurposeofthisnewrole.
(TointeractwithMarketofromreal-worldeventsviatheiPadapp.
)MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide4MARKETOCONFIDENTIALInDescription,enteradescriptionfortherole.
(optional)UnderPermissions,selectthecheckboxforAccessMobileApplication.
ClickCreate.
YournewroleisnowavailabletoassignwhenyouinviteuserstousetheiPadapp.
Forexistingusers,eithercreateanewRolethatincludestheAccessMobileApplicationpermissionandotherpermissions;or,addtheAccessMobileApplicationpermissiontoexistingRoles.
InviteNewUsersfortheiPadAppOnceyouhavethenewRolewiththeAccessMobileApplicationpermission,youcanassignittonewuserswhenyouinvitethemasiPadappusers.
Toinviteanewuser,inyourMarketoaccount:ClickAdmininthenavigationbaratthetopofthepage.
ClickUsers&Roles,thenclicktheUserstab.
Underthetabs,clickInviteNewUser.
TheInviteNewUserwindowopens:InFirstName,enterthefirstnameoftheuser.
InLastName,entertheuser'slastname.
InEmail/Login,entertheuser'sfullemailaddress.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide5MARKETOCONFIDENTIALInRolesandWorkspaces,selectthecheckboxesforMarketingUser(oranyrolewithaccesstotheLeadDatabase),andfortheRoleyoucreatedwithpermissiontoaccessthemobileapp.
Caution.
UserswhodonothaveaRolewithaccesstotheLeadDatabasecannotseeleadsintheapp.
InInvitation,editthedefaultmessagethatwillbesenttotheinviteduser.
(optional)ClickInvite.
TheuserwillreceiveanemailmessageinformingthemtheyhavebeengrantedaccesstoMarketoLeadManagement.
Tip.
Atthispoint,it'sagoodideatosignintothenewlyinvitedaccountontheiPadtoconfirmthataccessisworking.
CreateaNewEventForotherstobeabletocallupaMarketoEventintheiPadapp,youmustfirstlogintoyourMarketoaccountandcreatetheEventintheRoadshow(orcompatiblecustom)Channel.
Note.
Ifyouhavecreatedacustomchannel,youmayusethatinsteadofRoadshow,butbesureyouselectedAppliesto:Event(notProgramorEventwithWebinar)whenyoucreatedit.
Important.
IfyouhaveexistingEventsthatarenotintheRoadshow(orcompatiblecustom)Channel,theywillnotbeavailableintheiPadapp.
IfanexistingEventalreadyhasMembers,youcannotchangetheChannel.
YoumustcreateanewEventinacompatibleChannelandaddleadstothenewEvent.
CreateaNewEvent:FromMarketingActivities,clickNewandselectNewProgram,thencompletethefieldsintheNewProgramdialogbox.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide6MARKETOCONFIDENTIALChooseaCampaignFolder,enteraName,settheProgramTypetoEvent,selecttheRoadshow(orcompatiblecustom)Channel,andenteraDescription.
ClickCreate.
YournewEventappearsontheleftinyourMarketingActivitiestab,undertheCampaignFolderyouselectedabove.
SpecifytheEventDatesInthesummaryscreenforyourEvent,underSchedule>StartDate,clicknotsettoopentheEventScheduler:SelectthedatesofyourEvent.
ClickSave.
YourEventreloadstoshowthedatesonthesummaryscreen.
Caution.
IfthedateoftheEventismorethanoneweekbeforeorafterthecurrentdate,yourEventwillnotappearintheiPadapp.
Tip.
IfyourEventismorethanoneweekfromtoday'sdate,youcantesttheiPadappbytemporarilysettingthedateswithinoneweekoftoday.
RemembertoreturntoyourEventtoresettheproperdatesaftertesting.
AddLeadstoYourEventThereareseveralapproachestodothis,asdescribedintheTutorial,ProgramMembersOverview.
Toaddexistingleads:Ifyoualreadyhavealistofleads,clicktheLeadDatabasetabatthetopofyourMarketowindowandselectaleadslistfromtheleft:MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide7MARKETOCONFIDENTIALFromthelist,selecttheleadsforyourEvent.
ClickSelectAlltoselectallleads.
Toselectspecificleads,clickthefirstlead,andthenpressCtrl(orCommandonaMac)asyouclickonmoreleadstomulti-select.
Whiletheleadsareselected,fromthetoolbar,clickLeadActions>Programs>ChangeStatusinProgression.
TheRunActiondialogboxopens:ClicktheProgramdrop-downmenutoselectyourEvent.
ClicktheNewStatusdrop-downmenutoselectRoadshow>Registered.
ClickRunNow.
Thetaskqueuesupandasmallwindowdisplaysyourprogress.
TheprogresswindowindicateswhenthetaskiscompleteandyourleadsareinyourEvent.
TheselectedleadsarenowinyourEvent,andavailabletobecheckedinviatheiPadappfromthetradeshowfloor.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide8MARKETOCONFIDENTIALPreparetheiPadToensureasmoothexperienceonthedayoftheevent,itisimportantthatyoupreparetheiPadandtesttheMarketoEventsappwellbeforetheevent.
OnceyoucreatetheEventinMarketo,itwillloadintotheiPadappwhentheiPaduserlogsin,provided:TheiPaduserlogsintoanaccountwithaccesstoyourleadsdatabase.
TheEventisscheduledonadatethatfallsinthetimeperiodthatisoneweekbeforeandoneweekafterthecurrentdate.
TheEventwascreatedintheRoadshow(orcompatiblecustom)Channel.
(OthereventsdonotappearintheiPadapp.
)Download&InstalltheMarketoEventsiPadAppIftheMarketoEventsapphasnotbeeninstalledonyouriPad,launchyouriPadandstarttheAppleAppStoreapp:Note.
YoumustbeconnectedtotheInternettodownloadapps.
IntheSearchboxinthetop-rightcornerofApple'sAppStore,enter"Marketo"andpressReturn.
FromtheSearchresults,clicktheMarketoEventsapp:FollowApple'sprocedurestodownloadandinstalltheMarketoEventsapponyouriPad.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide9MARKETOCONFIDENTIALConfirmLoginCredentialsforiPadUsersBeforeyouassigniPadstotradeshowstaff,confirmthatthelogincredentialsthattheywillbeusingworkproperly,andthatyourEventappearsontheapp'sHomescreen.
Tosignin,followtheprocedureinLogIntotheiPadApp.
Onceyouareloggedin,confirmthatyourEventappearsontheHomescreen.
Note.
ItcantakeseveralminutesaftercreatinganewEventforittoappearintheiPad.
Ifitdoesnotappear,clickLogoutontheHomescreen.
Waitafewminutes,thenloginagain.
SynchronizeApptoPopulateEventOpenyourEventintheiPadapp.
IfyoudonotseetheleadsthatyouhaveaddedtotheEvent,clickSynctosynchronizetheappandreloadtheEventleadslist.
SeeSynchronizeiPadAppwithMarketo.
ConfirmCheck-InsAreWorkingItisalsoimportanttoconfirmthatcheck-insareworkingfromtheiPadbeforetheevent.
IntheiPadapp,checkatestleadin.
SeetheprocedureinCheck'emIn!
.
Synchronizetheapp.
InMarketo,openyourEventandclickMembers.
ConfirmthattheleadyoucheckedinhasbeenupdatedtotheAttendedstatus.
Tip.
Youcanuseyourselfasthetestlead.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide10MARKETOCONFIDENTIALUsetheMarketoEventsiPadAppTheMarketoEventsiPadAppenablesyoutocheckpeopleintoareal-worldevent,suchasatradeshoworseminar.
Checkinginsomeonewhoisalreadyregisteredtakesjustafewseconds.
Addinganewleadtakesaboutaminute.
Topreparefortheevent,aMarketouser(youorsomeoneelse)createsanEventassetinMarketoandpopulatesitwithInvitedandRegisteredleads.
Then,whenpeopleshowupatthereal-worldevent,youcanfindtheirleadinformationontheiPadappandcheckthemin,whichpromotesthemtoAttendedstatuswhenyousynchronizetheappwithMarketo.
LogIntotheiPadAppTolaunchtheMarketoEventsapp,clicktheappicononyouriPad.
Theloginwindowappears:ClicktheLoginbuttontostart.
IntheLogindialogthatopens,enterthelogincredentials:Email:TheemailaddressthatrepresentstheappropriateMarketoaccount.
Password:Thepasswordassociatedwiththataccount.
ClickLogininthebottom-rightcorneroftheLogindialog.
TheHomescreenappears,whereyoucanstartbyselectinganEvent.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide11MARKETOCONFIDENTIALCaution.
OnlyuserswithRolesthathaveaccesstotheLeadDatabasecanseeleadsintheapp.
Important.
YoucanonlylogintotheappwhenyouhaveaconnectiontotheInternet,overWi-Fioracellularnetwork.
SeeWorkingwithLimitedInternetAccess.
SelectanEventAfteryoulogin,theHomescreenappears:TheHomescreenincludesalistofavailableEvents,ontheleft.
IMPORTANT:OnlyEventsthatoccurwithinawindowfromsevendaysbeforetoday'sdatetosevendaysafterareavailableintheiPadapp.
Tostart,selectyourEventfromthelistontheleft.
TheEventwindowwillopen,whereyoucanfindyourguestandcheckthemin,asdescribedinthenextsections.
Note.
IftheEventyouneedisnotontheHomescreen,youneedaMarketousertomodifyanexistingEventtomakeitavailable,orcreateanewEvent.
SeeTroubleshooting.
FindaGuestYoucanfindyourguestinthelocallistofRegisteredleads,searchforInvitedleads,oraddnewleadstotheEvent:Scrolltoalead:TheguestisinthelistofRegisteredleadsforyourEvent.
Findingandcheckingtheleadinisquickandeasy.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide12MARKETOCONFIDENTIALSearchforalead:EnteraleadnameintheSearchboxtothesearchthelocallistofRegisteredleads.
IfyouareconnectedtotheInternet,italsosearchestheInvitedleadsontheMarketoserver.
Again,findingandcheckingtheleadinisquickandeasy.
CreateanewleadontheiPad:IftheguestisnotinthelistofRegisteredorInvitedleadsforyourEvent,createanewlead.
WhenyoucreateanewleadontheiPad,thatleadisautomaticallyregisteredasAttendedtotheEvent.
Thisprocesstakesaboutaminute.
Tip.
Creatinga'new'leadisalsoagoodwaytocheckinanexistingleadwhenyouhavenoInternetconnection.
SeeWorkingwithLimitedInternetAccess.
FindaLeadintheListTofindaguestinthelistofRegisteredleadsintheEvent,scrollthelistofnamesontheleft,orenterthenameintheSearchboxatthetopofthelist:Whenyoulocatetheguestinthelist,clicktheirnametoopentheleadrecord,whereyoucancheckthemin.
Tip.
Tojumptoaspecificletter,slideyourfingerupanddownthealphabetontherightedgeoftheleadslist.
SearchonServerforanInvitedLeadTheSearchfunctionintheappisanotherwaytofindaRegisteredlead'snamequickly.
IfyouareconnectedtotheInternet,SearchonServer,justbelowtheSearchbox,canalsofindInvitedMarketoEventsiPadAppGuideMarketoEventsiPadAppGuide13MARKETOCONFIDENTIALleadsinyourEventonyourMarketoserver.
ThisisaquickwaytoaddAttendedleadstotheEventthatwerenotpreviouslyRegisteredforit.
Clickthelead'snameinthesearchresultstoopentheleadrecord,whereyoucancheckthemin.
CreateaNewLeadontheiPadWhentheguestyouwishtocheckintoyourEventisnotanexistingleadinyourMarketodatabase,youcanaddthemmanually.
TheMarketoEventsappwillautomaticallycheckthemintoyourEvent,andwhenyousynchronize,addthemtoyourleadsdatabase.
Toaddanewlead,clicktheAddbuttoninthebottom-leftcorneroftheEventwindow:TheLeadEditwindowopens,withseveralfieldsforbasicinformationonthenewlead:Completeasmanyofthefieldsasyoucan.
Caution.
Double-checkthattheemailaddressiscorrect.
Otherfieldscanbecorrectedlater,buttheemailaddressistheprimarymethodforcontactingtheguest.
ClickDone.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide14MARKETOCONFIDENTIALYournewleadisregisteredascheckedintoyourEvent,andwillbeaddedtotheMarketodatabase,withtheAttendedstatus,whenyousynchronize.
SeeSynchronizetheiPadAppwithMarketo.
Tip:IfyoudonothaveanInternetconnectionandtheguestisnotinthelocallistofRegisteredleads,createa'new'leadtocheckthemin.
Later,whenyousynchronizetheapp,iftheleadalreadyexistsinyourMarketoleadsdatabase,theexistingleadisprogressedtoAttended.
Check'emIn!
Whenyouhavelocatedandclickedonalead'sname,theleadrecordforthatguestopens:ClickCheck-in.
YourguestisregisteredasAttendedtoreflecttheirattendanceatyourevent.
Acheckmark(√)appearsnexttotheirnameintheleadslist.
TheleadrecordforyourguestwillbeupdatedintheMarketodatabasewhenyousynchronize.
SeeSynchronizetheiPadAppwithMarketo.
WhileyoumusthaveanInternetconnectiontosynchronize,youcancheckinleads,reversecheck-ins,andeditleadrecordswithoutanInternetconnection.
SeeWorkingwithLimitedInternetAccess.
Note.
Eachtimeyoucheckinalead,theredcounterontheSyncbuttonincrements,indicatingthenumberofnewcheck-inssincethelasttimetheiPadappwassynchronizedwiththeMarketodatabase.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide15MARKETOCONFIDENTIALReversingaCheck-InIfyoudiscoverthataleadhasbeencheckedinerroneouslybeforeyouhavesynchronized,youcanreversetheirAttendedstatus.
Beforesynchronization,theleadrecordforeachAttendedguestintheMarketoEventsappincludesanUndobutton.
Toreverseaguest'sAttendedstatus,findthelead'snameinthelistofleadsforyourEvent.
Clicktheirnametoopentheleadrecord.
Toreversethecheck-in,clickUndo:EditingaLeadRecordatCheck-InOften,whileyouareinconversationwithaguestwhohascometoattendyourevent,youhaveanopportunitytogathermoreinformationfromthem.
Ifso,youcanaddandmodifytheinformationinthosefieldsintheiPadapp.
Tomodifyaleadrecord,clickthatperson'snameintheleadslistandthenclicktheEditbuttoninthetop-rightcorner:MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide16MARKETOCONFIDENTIALTheLeadEditwindowopens:Completeasmanyofthefieldsasyoucan.
ClickDone.
YourleadinformationisupdatedintheiPadapp,andwillbeimportedintotheMarketodatabasewhenyousynchronize.
SeeSynchronizetheiPadAppwithMarketo.
SynchronizetheiPadAppwithMarketoWhenyouusetheMarketoEventsapp,theappoperatesindependentlyuntilyousynchronizeyouractivitybacktotheMarketoleadsdatabase.
Remembertodosoassoonaspossibleafteryourlastcheck-in.
Caution:Onceyousynchronize,youcannolongerreverseacheck-infromtheapp.
Important:Tosynchronize,youriPadmustbeconnectedtotheInternet.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide17MARKETOCONFIDENTIALTosynchronizeyourMarketoEventsapp,navigatetoyourEventandclicktheSyncbutton:YourEventisupdatedwithnewcheck-insintheMarketodatabase.
TheredcounterontheSyncbuttonclears,indicatingsuccess,anddoesnotappearagainuntilyouchecksomeonein.
ClosetheAppForsecurityreasons,whenyouhavefinishedsynchronizing,youmightwishtoquittheMarketoEventsappentirely.
WorkingwithLimitedInternetAccessEventvenuesoftenhaveweakornoaccesstotheInternet,duetocongestionandotherobstacles.
Ifthisisaconcernatyourevent,logintotheMarketoEventsiPadappandselectyourEventinadvance,whileatyourhotel,oranyotherlocationwithInternetaccess.
Thisestablishesyourlogin,openstheEvent,anddownloadsthelistofleadsfortheEvent.
IfyouhavesignedinandselectedanEvent,youcanstillusetheappafteryouloseInternetaccess.
Youcanlookforleads,checkinleads,andcreatenewleads.
WhenyougetInternetaccessagainandsynchronize,theleadsintheappandyourMarketoleadsdatabasewillbothbeupdated.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide18MARKETOCONFIDENTIALThistableprovidesaquickoverviewofthetasksthatrequireanInternetconnectionandthosethatdon't:InternetConnectionRequiredInternetConnectionNotRequiredDownload,installappLoginSelectanEventCheckinaleadfromthelistCreateanewleadSynchronizeiPadappwithMarketoCaution.
Theappautomaticallylogsyououtaftereighthoursofinactivity.
Whenitlogsyouout,itretainsthecheck-insandleadsthatyouhaveaddedsincethelastsynchronization(astheyarelocal),butitclearsthelistofleadsforyourEvent.
Youcannotusetheappuntilyoucanloginagain,whichrequiresanInternetconnection.
Whenyoudologinagain,theappreloadsthelistofleadsforyourEventfromMarketo.
Creating'New'LeadstoCheckInExistingLeadsIfyoudonothaveanInternetconnectionwhileprocessinganEvent,youwillonlybeabletofindandcheckinpeoplewhoarealreadyinthelistofleadsforyourEvent.
YouwillnotfindleadsthatareinyourlargerMarketoleadsdatabase.
WhenyoucannotaccesstheInternettofindalead,youcaninsteadcreatea'new'leadforthepersoncheckingin.
Whenyousynchronizetheapp,the'new'leadwillbereconciledwiththeexistingleadandberegisteredascheckedinatyourEvent.
MarketoEventsiPadAppGuideMarketoEventsiPadAppGuide19MARKETOCONFIDENTIALTroubleshootingHerearesomesuggestionsifyouarehavingdifficultiesusingtheMarketoEventsiPadapp:IfyoucannotfindtheMarketoEventsapponyouriPad,itmightnotbeinstalledyet.
SeeDownload&InstalltheMarketoEventsiPadApp.
Ifyouarehavingtroubleloggingin,confirmthatyouhaveanactiveInternetconnection.
Also,confirmwithyourcoordinatorthatyouareusingthecorrectlogincredentials.
IfyoudonotseeyourEventintheiPadapp,confirmwithyourcoordinatorthatitisintheRoadshow(orcompatiblecustom)Channel.
Also,confirmthattheEventdateiswithintwoweeksbeforeoraftertoday'sdate.
SeePrepareYourMarketoEvent.
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