Re: Self-Diagnosed File Structure Snob

Level 10 - Community Advisor

Self-Diagnosed File Structure Snob

As the new year approaches I'm creating all our file structures for 2017. I had it pretty ironed out last year with file folder upon file folder upon file folder all nested time and time again. Once you begin building programs in folders you're stuck. Some people prefer the house similar program types within Engagement Programs which is a bit cleaner, a bit more condusive to reporting, but at the same time a bit limiting with the inability to nest multiple program types (you end up being tied to batch campaigns instead of email programs at some point).

So - let's hear your best practices, Marketo Nation. What do you prefer?

I came about this post because I was going to create my Webinar folder and began debating whether I want to do an Engagement program for Webinars instead. I like the concept of the Engagement Program grouping Channels, but not sold either way. (if it was possible to nest existing programs in to an engagement program later this would be a bit moot; but it's the beginning of the year and it's all or nothing, now!)

Thanks for your input!

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Level 10 - Champion Alumni

Re: Self-Diagnosed File Structure Snob

The folders are really pretty, without a doubt. Solid structure. If you're not doing it already, though, I'd continue that focus on down to your program naming conventions.

Because foldering doesn't show up in reporting

If it doesn't look cool, you're probably doing it wrong.
Level 10

Re: Self-Diagnosed File Structure Snob

That is a nice structure but a few too many folders for me.  I used to organise by country and then year, and then all the programs for that year would sit underneath, but because of the robust naming convention everything was in order that it was produced/run in the year and very easy to search for with reporting.