Have Marketo Tips & Tricks? Share them Here!

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Level 6 - Champion Alumni

Re: Have Marketo Tips & Tricks? Share them Here!

Naming conventions help alot as well as a very structured folder system. The other thing that saves me day to day are send alerts for QA errors. Allows me to consolidate all of the issues as they occur and ensure issues are fixed.

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Anonymous
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Re: Have Marketo Tips & Tricks? Share them Here!

I second the naming conventions, comment.

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Re: Have Marketo Tips & Tricks? Share them Here!

I'm a big fan of daisy chaining campaigns together with the "Request Campaign" action. This has allowed me to isolate the parts of our campaigns that happen over and over (like alerting the salesfolk to interesting activity) and call them up whenever I need them, versus recreating those actions over and over in individual campaigns.

I also like "Request Campaign" because it allows me to get a little fancier, logic-wise, that I could with just the Choice options for different flow actions. I'm looking at you, insanely intricate lead routing rules for demos that require me to set different options based on location AND company size!

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Anonymous
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Re: Have Marketo Tips & Tricks? Share them Here!

Love this Melanie- you are so right, the "request campaign" action can help save time and eliminate repetitive tasks.

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Level 7 - Champion Alumni

Re: Have Marketo Tips & Tricks? Share them Here!

I second this, request campaigns has changed my life! It does get a bad rap though...

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Anonymous
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Re: Have Marketo Tips & Tricks? Share them Here!

We have quite a few users in and occasionally we lose some... consistency... in how programs are crated or leads are uploaded/edited. I keep a few campaigns and smart lists the I check weekly to help maintain our data. By checking it weekly (or so) I can fix issues before they get out of hand and "re-educate" anyone who is working outside of our best practices.

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Anonymous
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Re: Have Marketo Tips & Tricks? Share them Here!

Love this Jace - I'm going to steal this   Can you elaborate with a few of the lists you created and check weekly?

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Anonymous
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Re: Have Marketo Tips & Tricks? Share them Here!

In Design Studio - Mass approving email and landing pages makes the building process so much faster. I love this feature.

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Anonymous
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Re: Have Marketo Tips & Tricks? Share them Here!

As our team and company grows, the folder structure can get out of hand quickly. Something that has really helped the team keep track of programs is an "Active" folder for each region. This way we know which programs need updating or where that random alert came from Once the program is complete it gets stored in the quarterly folder until we archive. So much cleaner! Plus, this has really helped with onboarding new folks.

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Re: Have Marketo Tips & Tricks? Share them Here!

Leverage tags versus trying to use naming conventions - much easier to enforce and segment data as you grow your use.