Champion Tips and Tricks with Juli James

[Elise_Hudson1]

In this new Champion Tips and Tricks series, we asked Marketo Champion, Juli James, to share her Top 3 Best Practices for using Marketo.

Let us know what you think in the comments below.

This content is featured in the August edition of the Video Link : 2469 . Feel free to check it out for more best practices, tips and tricks, and product updates!

[Karan_Hari3]

Great to hear these best practices!

[Miika_Niemelä]

God tips!

[Kimberly_Galit1]

Just started doing the documentation, since we didn't have any that I was aware of when I started. Basically, I got tired of having to look up the same smart campaigns over and over and decided writing them down was easier, so definitely agree on that point Juli!

[Chris_Wilcox]

Documentation is absolutely critical. If people get promoted, move onto new roles, turn over, etc., retaining that institutional knowledge in the form of documentation is amazing. I've untangled the thought process of my predecessor enough over the course of my career...  documentation is definitely a great best practice.

[Sean_Switzer]

Agree with almost everyone's feedback!

[Tom_Liolios4]

Good tips! Especially the marketing/sales alignment. Too many people forget about that when they start out with Marketo.

[ChristinaZuniga]

Love the point about documenting what you're doing! So often we're asked to move so fast that documentation falls to the wayside, but it is incredibly important. That's my fave tip

[Eitan_Rapps1]

Great

[Kevin_McMahon1]

Alignment is so critical but one of the biggest challenges our organization faces. It's a work in progress for us and slowly getting better. Thanks for the tips!

[Geoff_Krajeski1]

Sage advice!

[Cayce_Armstrong]

Thanks Juli James​! If you had a sample of how you document your Marketo best practices, I'd love to see it.

[Julz_James]

Hi Autumn,

Thanks for the feedback.  Its very hard to get into the specifics in that short period of time, but each one of these tips is based on my experience working with Marketo.

Just a couple of expansions on what I want to get across:

• Program statuses are needed to be set up correctly in Marketo along with alignment with sales to ensure that you know the stages that your leads will go through in each type of campaign and what is classes as a success to then help with lead scoring and passing on properly qualified leads to sales.
• Email templates in Marketo have to be coded correctly to work on all platforms and devices.  If they're not coded in the way that Marketo needs it then it won't send the emails in the correct format.

I hope this goes into a little more details about how these were Marketo specific?

Please feel free to reach out with any more questions and feedback.

Julz

[Amanda_Thomas6]

YASS! Document everything and have it accessible to all! Great tips!

[Julz_James]

I hope it is of some use to you Cayce.  I can help with any testimonials/examples of documentation if you this it'll help them understand the importance of these tips

[Daniel_Ferenc]

Documenting everything is an evergreen best practice indeed! I find it particularly useful to write it down to an internal guide, as well as storing these notes in the description fields of programs and campaigns.

[Frank_Geldof1]

Looking forward to the ebook! And thanks for the tips!

[Cayce_Armstrong]

These are all great tips Juli James​. They're also all things I've had a hard time getting upper management to understand the importance of. I'll show your video to my manager to convince her that its worth the time to spend on all the things you mentioned!

[Anonymous]

Important things to remember.  Not just documenting for existing team members but new hires and vendors who build for you.

[Autumn_Mahoney1]

These are good best practices for general marketing but they do not really relate to using Marketo do they??

[Julz_James]

Thanks everyone for all the awesome comments.  It was a lot of fun doing it 🙂