Any best practice on how to collect data from stakeholders to set up a Digital Campaign ?

[Harun_Pinto]

Hello Marketo community,

Does anyone have a best practice to share with me on how to collect data from my internal stakeholders to set up a Digital Campaign in Marketo?

I am looking for the key parameters to be gathered  and set up a form to standardize the collection of the data necessary to create a new campaign.

Thanks!

[John_Clark1]

Hi Harun,

What kind of data are you collecting?  Just contact info, or something more sensitive?

If it's just Name, Email, Phone, etc you could put together a form with the fields you want, put the form on a Marketo landing page, and then send them the link to the page and ask them to fill out the form.  You'd want to have a trigger campaign setup to fire when the form was filled out and add them to a list, or send an email to verify their info was received, whatever you'd like to do with that.  Then you'd have all their information on a list you could use for future campaigns.

It's not recommended that you gather any kind of sensitive information in your Marketo forms, like passwords, as that information does not get encrypted.

John

[Anonymous · Accepted solution]

Haron,

We have used an excel based form where we capture the following information:

Program Channel : Email Send/ Tradeshow/ Roadshow/Webinar etc..

Emails:

-- Date and Time of Send

-- From Name, From Email Address

-- List criteria

Landing Pages:

-- Any associated landing pages required and also if they are tied to any emails

Forms

-- Form fields

It can definitely get overwhelming when you start to include triggers in the picture so we always suggest that end users share  a pictorial flow along with the excel. Hope that helps.

[Harun_Pinto]

Thanks a lot Harjot. I would be really interested to structure a little bit the information gathering from stakeholders depending their objectives with the campaign they would like me to set up.I appreciate your best practice sharing

.

Kind Regards,

Harun

[David_Desrosie2]

Hi Harun, I've tried to put a short document together based on what we use here.

I might have missed a few elements, but I think that it should provide a good starting point.

Best,

David

Marketing Program Brief

Name:

Chose a program name.

Goal:

The general purpose of your program.

Description:

Briefly describe the context and background of the campaign.

Objectives:

SMART (Specific, Measurable, Attainable, Realistic, Time-Bound) outcomes that your program is trying to attain .

Target Audience(s) / Target Persona(s) :

Describe Specific Segments, Personas, Firmographics, Demographics, Psychographic, Lead Lifecycle Stages or other unique aspects of your target audience. Keep it simple here - stick to what will have an impact on the way you should communicate to the and and/or the way you expect them to respond to your program.

Date Submitted:

Date that the campaign request was submitted.

Run Date(s):

Date at which the campaign will run (from - to)

Success Metrics:

How will you track each objective? N of new leads? Conversion $?

Analytics/Tracking:

Describe the tools and data point to use to track success metrics

Channel(s):

What marketing channels should be used?

Content & Messaging:

Describe your content and messaging strategy

Messaging Workflow:

Describe the flow of activity & communications in a simple chart.

Creative Briefs:

Add link to assets creative briefs.

Sales and Marketing Alignment:

If applicable, when and how will be transferred to sales? Is it aligned with current lead lifecycle flows?

CRM & Systems Integration:

Do you need a campaign set up in Salesforce or other CRM/Tool? How will it be hooked up?

Sales Enablement:

What role will sales play in the program? Is there tools or training needed for sales team?

Marketo Requirements:

Program Type(s) & Program Channels:

Select the program channel(s) to use in this program

• Email - Email Blast
• Engagement - Nurturing
• Operational
• Event - Tradeshow
• Event - Webinar
• Standard - Website Content Download
• Standard - Website Gated Content
• Direct Mail
• Etc,

Program Costs

Period 1; Cost 1Period 2; Cost 2Period 3; Cost 3

Required Assets:

• Email (s)
• Landing page (s)
• Form (s)
• Follow-up page (s)
• Copy
• Visual assets
• Video
• Etc,

Centralized Lists & Reports

Lists

• Define target audience; criterias for smartlists, triggers & filters to be used to target your audience
• Define exclusion criteria; leads to exclude from program
• Define internal list; employees and internal stakeholders to be included as observers

Reports

• Define criterias to build program performance reports
• Define report subscriptions

Marketo Program Build Specifications

Campaign and Flow Steps Definition in Marketo
Campaign	Technical Flow
Campaign Name	Run Type: System defined rules Trigger(s): (Changes lead lifecycle stage: lifecycle stage is Known) Constraint(s): N/A Flow(s): Change Lead Status: Lead Status is Prospect
Campaign Name 2	Complete with additional campains

Delivery Plan - Timing and Resources

Activity	Item	Responsible	Delivery Date
Program Specifications	Program Brief	Resource	Date
Program Specifications	Program Specifications	Resource	Date
Marketo Build	Build	Resource	Date
Marketo Build	Tests - QA	Resource	Date
Assets	Email 1	Resource	Date
Activity	Item 1		Date

Signoff:

Name:_____________________________________ Title: ______________________ Date: ________________

Name:_____________________________________ Title: ______________________ Date: ________________

Name:_____________________________________ Title: ______________________ Date: ________________