Marketo Campaign Planning

[Sam_Watkinson1]

Hi everyone,

A problem my team is currently running into is planning out Marketo implementations ahead of time. As I'm sure you are all aware standing up a landing page, smart lists, flows, emails and everything in between takes time and often relies on multiple members of the marketing team.

I was wondering if anyone has any best practices or planning docs they use with their teams that outline what backend is required for a campaign or initiative that the team can fill out before sending to operations for set up. Hopefully this will help to remove some of the ad-hoc Marketo setups that tend to happen.

[Anonymous]

Sam Watkinson​ Here's a resource that might help you:

Marketing Quarterly/Yearly Planning Customizable PowerPoint Template – Marketo.com

[Sam_Watkinson1]

Scott this is great, thank you!

[Josh_Hill13 · Accepted solution]

In addition to the planner, you should setup Program Templates that are pre-built and clonable. Put them in a folder called 95. - Program Templates.

Use Tokens to be able to churn out these fast by dropping in replacable areas quickly.

There are some threads on program templates, but the essence is:

• Program Template - Whitepaper Download
  • Form
  • LP
  • Email Autoresponse
  • 01 - Registration/Autoresponder (send campaign)
  • My Tokens - create Text and RichText tokens that you will place into the Email and LP and will be in the same place, but have diff text every time.