This post states the best practices we follow in our marketo instance.
Best Practices for organising in folders:
Folders help in grouping similar assets/programs, but often using too many folder and partitioning too much causes confusion and clutter in the folder tree. Hence it is advisable to have five main folders hierarchy:-
a.2.1) Live Events
a.2.2) Trade Shows
a.3) List Imports
a.6) Web Content
a.7) Web Forms
Fig 1. Sample Folder Structure for Effectively Organising Assets and Programs in Marketo
Folder Structure for Design Studio:
1. Landing Pages
a.2 Global Landing Pages
b.1 Global Forms
c.2 Global Emails
4. Images and Files
d.2 Template Graphics
Always Include a “Global” folders for re-usable Forms, and Emails, and Landing Pages.
Folder Structure for Organising Lead Database:
b.1 Exclusion Lists
b.2 Operational Lists
c.1 Internal Lists
Marketo Naming Conventions:
Naming inconsistencies reduce the reporting effectiveness, cause marketing inefficiencies and reduce the marketing automation power.
The need for following a standard best practices for naming of Programs and assets in Marketo becomes utmost importance when the same account is used by multiple marketers(users), as not following a common naming convention would lead to poor reporting and analysis.
Consistent program names make analysis and comparison easier. Consistent naming enables advanced filtering to gain custom insights.
When you have a naming convention, you can easily distinguish between marketing activities and compare results. Building and following naming convention would help in streamlining the overall marketo management.
Purposes of following a proper naming convention:
Best Practices for Naming Convention of Marketo Assets:
Asset Naming Convention:
Following things are comprised under assets:
Abbreviations for the assets:
Format for naming the local assets:
[Abbreviation for the Asset] - [Brief Description of Asset’s Purpose]
Few Examples of naming an asset:
Fig 2: Managing and Organising the assets with naming convention illustration
Naming Convention for Campaigns:
Suggested Format for naming campaign:
[Campaign Serial Number]-[Brief Description of the campaign]
Fig 3: Figure illustrates various examples for campaign naming