Every team supporting a Marketo Engage instance is different – some are managed by a Marketing Operations team, some by a Demand Gen team… some have a centralized model where all control is managed by a core team, some have a decentralized or even agency-based model where many groups work independently within a Marketo Engage Instance. Some have 5 Marketo Users, some have 200. Regardless of your team structure, there is one item that is a universal key to long term success: structured training and governance.
Now, if you’re an Admin of a Marketo instance you may be saying, you’re just adding another thing to my already overflowing plate. If you’re in that boat, take a step back and think about what is causing most of your work. Likely it’s because you’re being asked for consistent, frequent reporting that is too detailed to pull automatically, thus adding extra tasks into your day. Or you have people working in your instance that are “going rogue” and building trigger campaigns, creating backlogs in your instance, or worst, sending to email addresses that are spamtraps.
That, among many other reasons is why it is so important to have training and governance for your instance. If you do it right, it will free up your time to work on the things you actually want to spend time on: implementing strategic, value-adding activities as opposed to putting out fires and troubleshooting unexpected ad hoc requests. Now, training and governance isn’t a silver bullet to solving all your instance’s challenges and removing these latter items from your plate, but it is the base for working toward that change.
Below you’ll find a training framework that covers both initial training for those of you that are new to Marketo Engage and ongoing training if you have been on Team Purple for a while. Because every team and instance is unique, approach the framework below as a starting point for your team’s needs.
Initial Training Plan
Now, as an Admin of an instance that seems like a ton of training (and of course, you need to create the governance and documentation to support each session) but depending on the size of your Marketing User group, it’s often worth the time investment. If you’re looking for a quick starting point, I’d start with hosting the Monthly Internal MUG Meetings.
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