This Coffee Break is now over. Thanks to all who attended! Please check out all the questions and responses our amazing Champions posted in the comment section below. Be sure to stay tuned for upcoming Coffee Breaks on more Marketo Engage topics.
Inheriting a Marketo instance as a new or experienced administrator can be challenging. There's a lot to manage, from understanding Marketo program structures and naming conventions to auditing data cleanliness. Join our coffee break on Inheriting a Marketo Instance to get answers from the latest cohort of Marketo Champions - where they'll share solutions based on their collective experiences as best-in-class marketers. Be sure to register now for event reminders and a calendar invitation!
This text-only event takes place on the Marketing Nation Community. Post your burning questions, hot tips, key takeaways, and let’s chat about them! Our experts will be interacting live for that hour.
For some guidance, here are some example questions and topics you can ask these experts about. Remember, if you're curious about ANY of these, don't hesitate to ask them during or leading up to the Coffee Break session:
Additionally, be sure to check out some of these resources on Auditing an Inherited Instance:
Please note this was a TEXT-ONLY event, meaning that there will be no webinar, video call, or recording. All questions and answers occurred on this thread!
Solved! Go to Solution.
For an additional resource on auditing an Instance, check out this Admin Checklist on the Experience League website!
Will you be working in a new Marketo instance in 2024?
Then this Coffee Break 18th January - Inheriting a Marketo Instance as a Marketo Admin, can help you align you thoughts, plans, actions and act as a checklist, reminder or a chance to ask questions to our experts.
Sign up here
Coffee breaks are text only, questions will answered live during the hour, but you can ask questions in advance and come back online later in the Community to see your reply if you are not available during the session.
Will you be working in a new Marketo instance in 2024?
Then this Coffee Break 18th January - Inheriting a Marketo Instance as a Marketo Admin, can help you align you thoughts, plans, actions and act as a checklist, reminder or a chance to ask questions to our experts.
Sign up here
If you cant make it send your question in advance and check back after the coffee break to read your answers.
Hi @alysha_khan23, @Zoe_Forman, @robynhatfield, @mariacruz_1
My first questions are about archiving best practices. I have inherited an instance with 1000+ archived assets over the past 10 years suitable for deletion (stored across Marketing Activities, Design Studio and Database). It seems like a huge task to tackle manually (we have a small team) so we are exploring bulk deletion via API
but there’s mixed opinions in the forum about whether this can be done
even if we could, do we still have to unapprove each asset manually
if we couldn't use API (or too risky), is our next best option unapproving in bulk 30x assets at a time using Design Studio?
My second question is about managing exhausted Engagement Program members. Are there any reports available in Marketo that could show us exhausted data for all live programs. We have access to Revenue Explorer.
And the last question is about duplicate lead management. We seem to have a quite a few duplicate leads with field name Updated at but the date / time seems to be the same. These leads share the same custom object. Have you seen a similar scenario before?
Thank you!
Lilly
Hi @lillyfalcon, welcome to the Coffee Break and thanks for your questions, regarding your question on archiving best practices. Generally, we agree that deletion manually is best rather than API.
The reason behind this is that you can review the assets and triage them:
We will add some more detail in additional posts
Hey @lillyfalcon! For images, there is a Used By tab under each image where you can see where the image is used within Marketo. Two caveats:
@lillyfalcon for your question regarding exhausted contacts, I recommend leveraging a Smart List. You can include a variety of Engagement Programs within the Smart List and add extra criteria if you want to dig more into the data. Here is a great article on how you can do it: https://experienceleague.adobe.com/docs/marketo/using/product-docs/email-marketing/drip-nurturing/us...
@lillyfalcon, another tip would be to break this down and look at 3 or 5 years at a time rather than tacking ten years of assets at once. Or focus on a specific segmentation - region, product, program type (nurtures, blast emails, newsletters).
Don't try to eat the elephant all at once!
@lillyfalconregarding your question about duplicate lead management.
Do you have some specific details about the field name Updated date/time seems to be the same.
Which custom object?
If you have just inherited an instance, one of the first things to consider is who else is there.