In this article
For the Administrator (Implementation, Configuration & Technical Management)
This section covers the foundational and technical components of Jeto, focusing on setup, configuration, and integration.
Access, Users & Groups
Single Sign-On (SSO): An authentication method you can configure to allow users to securely log in to Jeto using their existing corporate credentials (e.g., Azure, Okta, Google).
User Permissions: Specific, feature-level access rights that control actions on objects like users, launchers, and campaigns. These are bundled into the User Roles you manage.
User Role: Predefined sets of permissions that determine a user's level of access and what actions they can perform. As an Admin, you assign these roles. The standard roles are:
Admin: Has full access to all features and settings in Jeto.
Creator: Can create new launchers and campaigns and manage users.
Editor: Can create campaigns within launchers they have access to and edit them.
Viewer: Can only view launchers and campaigns they have been given access to.
Collaborator: Can view campaigns and add comments.
Custom Branding: A feature allowing you to customize the Jeto platform's appearance with your company's logo and colors for a consistent brand experience.
Groups: Collections of users that administrators can create and manage. Primarily used to streamline the assignment of User Roles and permissions, and the access to Launchers, Approval Teams and Audiences, where a group of users can be collectively assigned an approval role on a Launcher.
Integration & Marketo Synchronization
Platform Integration: Represents the instance of your Marketing Automation Platform (Marketo Instances) that you integrate with Jeto - and hosts your API authentication credentials.
Connection: The established API access between Jeto and your Automation Platform that you authenticate via API credentials.
Jeto-Marketo Sync: The initial or triggered data synchronization process you oversee, that allows Jeto to fetch and index Marketo programs, assets & folders that Jeto will interact with.
Launcher Configurations
General
Launcher: The core template you build for marketers to create campaigns. You configure its fields, assets, and settings Each Launcher is mapped to a template program in Marketo.
Clone Launcher: Your tool for creating an exact duplicate of an existing launcher to quickly configure a new, similar template.
Archive Launcher: Removes a Launcher from the active list, making it unavailable for new campaign creation.
Launcher Tags: Keywords or labels you assign to launchers to help organize and filter them, making them easier for Collaborators to find.
Launcher Form
Form Builder: Interactive interface within a Jeto Launcher that users complete to create a new campaign. This form is dynamically configured by an Administrator using elements like Standard Fields, Conditional Logic, and Preset Values to enforce validation and quality controls, guide the Collaborator's input and ensure data consistency, mapping to Marketo tokens, and ultimately rendered inside emails and landing pages content.
Form Fields: Default fields you can use that come with predefined input masks, restrictions, and validations to ensure data is entered in the correct format.
Field Properties: Customizable attributes and settings of individual fields within a Launcher form. Administrators configure these properties to control how a field behaves, its appearance, and the type of data it accepts. (Field Type, Help Text, Preset Values, Input Mask, Validations, Visibility, etc).
Conditional Logic: The framework you use to build dynamic forms. It hosts the visibility rules that show or hide fields based on user input.
Form Rule: The specific rule you define for dynamic behavior, encompassing the ruling field, filter conditions, and the resulting display outcome.
Form Rule Filter: The logical expression for a validation criterion (e.g., "Field A equals 'USA'").
Ruling Field: The form field that triggers the rule.
Dependent Field(s): The field or fields that are shown or hidden based on the rule.
Launcher Assets
Launcher Assets: Emails and landing pages associated to the Launcher and sourced from Marketo template program.
Assets Layout (Lock/Unlock Modules): Under the Launcher Assets section, allows an Administrator to lock or unlock specific modules in marketing assets like emails and landing pages.
Launcher Settings
Marketo Program Template: Fully pre-built and pre-tested program within Marketo that serves as a framework for jeto Launchers (Campaign Templates). It comes pre-configured with tokenized local assets (like emails and landing pages) and smart campaigns, allowing Jeto to automate program build from bullet-proof blueprints. It is recommended to setup dedicated templates for Jeto.
Naming Convention: The system you configure using dynamic fixed input tokens (e.g.,
[Campaign Name],[Date]) to enforce a standardized naming structure for all Jeto Campaigns and their associated Marketo Programs.Campaign Approval: The formal review process you design and implement. This includes configuring the stages, notifications, and review teams.
Approval Teams: The User Groups and/or individual Users that you assign with an approval role (Creator, Viewer, Editor, Approver) on a specific Launcher.
Destination Folders: The configuration for the destination folder of new Marketo Programs created by Jeto - configured for each Launcher.
Dynamic Destination Folders: A powerful feature you set up to automatically place new Marketo programs into specific folders based on values selected in the Jeto campaign form.
Destination Folder for Images and Files: Destination folder for images and files uploaded to all Jeto campaigns - configured for each Launcher.
Campaign Launch: Automated workflow execution allowing to activate, deactivate or trigger any Marketo Smart Campaigns based on predefined rules and dynamic campaign data values.
Audience: Controls if the Audience Targeting feature is enabled or disabled on your campaigns.
Audiences
This section covers a feature that allows marketers to select the target members of their campaigns.
Audience: in Jeto - it’s an abstract concept that represents a targeted group of people matching a set of Filters and Logics that will be targeted for a specific campaign. Audiences can be built custom or saved for later use (Saved Audiences)
Data Source Identifies the source object of the data upon which a filter is applied. Main Marketo Data Sources include: Smartlist, Static List, Custom Object, Person Record Data
Account Smartlists: Represent all Smartlists that Jeto indexes during Smartlists Sync
Account Smartlists Sync: Refers to the action of syncing the Account Smartlist Data Source from the Account Audience Page
Audience Configuration: This represents the rule for a group of Data Sources and the associated rules for sharing these data sources with Groups and Launchers. Ultimately, when a user goes to a Campaign Audience. There can be multiple Audience Configurations for the same account.
For the Collaborator (Campaign Creation & Management)
This section covers the features and terms you will use daily to create, manage, and launch your marketing campaigns.
Creating & Managing Campaigns
Campaign: A marketing initiative you create by selecting a Launcher, filling out a the associated form, previewing and adjusting (optional) your assets and selecting and audience (optional).
Campaign Owner: User responsible for a specific marketing campaign. This individual typically initiates the campaign by filling out the Launcher form, manages its progress, and oversees it through the Campaign Approval process until its Launch.
Campaign Status: The current stage of your campaign's lifecycle, which you will track as it moves through states like:
Draft: Your campaign is in progress.
Submitted: You have sent your campaign for approval.
*In Approval: Your campaign is actively being reviewed.
*Change(s) Requested: A reviewer has asked for modifications.
*Approved: Your campaign has been approved and is ready to launch.
(*Applicable only if Campaign Approval has been activated for the associated Launcher)
Clone Campaign: An action you can take to create a copy of one of your existing campaigns, including all its field values and assets, to quickly start a new one.
Archive Campaign: An action you perform to move a completed or cancelled campaign out of your active list, keeping your workspace clean.
Change Campaign Owner: The process of reassigning the ownership of one of your campaigns to another user.
Preview: Real-time rendition of the specific marketing assets (e.g., emails, landing pages) generated for their individual campaign before it is launched or submitted as a draft
Working with Campaign Content & Assets
Rich Text Editor: An editing tool within the form that allows you to format text with options like bold, italics, lists, and hyperlinks.
File Upload: The feature you use to add images and other files directly into your campaign form.
Assets Preview: A feature that lets you see how your emails and landing pages will look before you submit your campaign for approval or launch it.
Send Email Sample: A function allowing you to send a test version of your campaign email to yourself or a colleague to review it in a real inbox.
Landing Page Layout (Delete Modules): A feature in the editor that lets you remove predefined content modules to customize your landing page.
Email Layout (Delete Modules): A feature in the editor that lets you remove predefined content modules to customize your emails.
Collaboration & Approval Workflow
Campaign Approval: The process your campaign goes through to get sign-off. You will submit your campaign, monitor for feedback, and see when it is approved.
View and Comment / Commenting and Collaboration: The feature you use to communicate with your team by "pinning" comments directly on email and landing page assets. You can add comments on assets, use @mentions to notify specific colleagues, and mark feedback as resolved.
Approval Process Email Notification: Automated emails you will receive that notify you of the status of your campaign as it moves through the approval process.
Campaign Audience
Campaign Audience: The feature you use to define the target audience for your campaign directly within Jeto.