Amy_Goldfine

At my old company we had all local forms even though we only had maybe 3 versions of the form (one for gated assets, one for webinars, one for trial signup). When we wanted to change one of the form fields, we would have had to update every single form! I took that opportunity to update everything t...

This is great! I should definitely do a Health Check on my Segmentations.

Yes, absolutely to master email template! In the past we didn't have one, and if I started with one template and then decided I needed a different header, I had to start over!

If you are brand new to marketing automation and haven't thought about your lead lifecycle, lead sources, lead statuses, and UTM strategy this is a good time to do that. You need to have that all agreed-upon by both Marketing and Sales before you can implement Marketo. Having a good foundation is ke...

I am so excited to be part of this amazing group of people!

You're welcome! I forgot to mention that I have several different tabs for different areas of Marketo to keep things organized. The Smart Campaigns one is the most used, but there's also- Programs (this was only updated once, when I added Universal tokens)- Smart Lists (for universal/group smart lis...

Another best practice is to create a Changelog and enforce using it. Any time you change something in Admin or an Operational program, it needs to be noted in a shared spreadsheet. This can help you remember why you made a change and what it was like before! The fields we use are:- Date- Program nam...

This is great! I have written a lot of documentation already, but this has helped me identify areas that need to be documented. I don't think I ever wrote out our email/data compliance (GDPR/CASL) set up in a document form from a Marketo perspective, for example. I'm hiring a new team member soon so...

This is really smart. We have hundreds of fields synced and 80% of them are not useful. Any time I need to review the activity for a person record, I have to scroll through tons of field updates that are totally irrelevant. I wish we had been more thoughtful initially!

"Give back as much as you take" is great advice. I love answering Community questions and presenting at the SFMUG!