SOLVED

How should the ideal naming and campaign structure look like in Marketo

Go to solution
Highlighted
Anonymous
Not applicable

How should the ideal naming and campaign structure look like in Marketo

Hi Guys,

We have a Marketo with multiple countries and many different activities (webinars, event, etc.). Do you know what the best structure for naming camping and the folder structure and also there name? Is there a place for bet practices for this? So we get the date country and other things to find the capaign. We would also like it to reflect our campaign structure in Salesforce, is this wise do you have any experience with aligning those two (pros and cons)

Hope you guys can help

Christoffer

1 ACCEPTED SOLUTION

Accepted Solutions
Highlighted
Level 5

Re: How should the ideal naming and campaign structure look like in Marketo

Everyone will build their folders differently and it will depend on the needs of your business but see these links for some thoughts on Best Practice:

Program Naming Best Practices

Marketo - Organization and Naming Conventions

Worksheet for Organization and Naming

We split our folders into our different business units internally and then create folders for each specific program (webinar, email etc.) with common sense naming e.g. Webinar_Vendor X_Date.

However, probably our most essential organisational element is that we create campaign codes for each campaign - our campaigns are built in SFDC using these codes and then synchronised to Marketo using the 'Add to SFDC campaign' flow step.

As an example of a code: GLBL-ENT-WBR-June10_2016-Spiceworks (Global, Enterprise, Webinar, Date, Vendor).

Reports can then be created on any element in one of these codes e.g. webinars, the location, the vendor name etc.

View solution in original post

4 REPLIES 4
Highlighted
Level 5

Re: How should the ideal naming and campaign structure look like in Marketo

Everyone will build their folders differently and it will depend on the needs of your business but see these links for some thoughts on Best Practice:

Program Naming Best Practices

Marketo - Organization and Naming Conventions

Worksheet for Organization and Naming

We split our folders into our different business units internally and then create folders for each specific program (webinar, email etc.) with common sense naming e.g. Webinar_Vendor X_Date.

However, probably our most essential organisational element is that we create campaign codes for each campaign - our campaigns are built in SFDC using these codes and then synchronised to Marketo using the 'Add to SFDC campaign' flow step.

As an example of a code: GLBL-ENT-WBR-June10_2016-Spiceworks (Global, Enterprise, Webinar, Date, Vendor).

Reports can then be created on any element in one of these codes e.g. webinars, the location, the vendor name etc.

View solution in original post

Highlighted
Level 10 - Champion Alumni

Re: How should the ideal naming and campaign structure look like in Marketo

Generally the Program Naming suggestion is fine. I would be careful to adapt it to your needs.

Folders should always be numbered from 01 - 99.

99 is always the archive folder, even if it is nested.

01 - most frequently used programs or channels or whatever.

80- standing webform collectors and offers.

90 - Program Templates

91 - Operational

97 - Tests

98 - Training

Within Programs, please number all folders from 01 - Flows to XX - Reports. Always number flows, emails, etc. in the numbered order of use:

01 - Invitation

02 - Registration

etc

Highlighted
Anonymous
Not applicable

Re: How should the ideal naming and campaign structure look like in Marketo

Thx a lot Josh makes sence - I then need to think this into the structure of Salesforce also so they are aligned the best possible way. 

Highlighted
Anonymous
Not applicable

Re: How should the ideal naming and campaign structure look like in Marketo

Thx alot for the answer I will look more into our own needs but this is a great start!