Grace, this is an awesome post, going to share with my team. I wholeheartedly agree that"Your in editor experience is critically dependent on your email template." I once met someo...
I also love templates and tokens! I'm slowlyletting other people (like field marketing) build programs from templates. I hadn't thought about creating workflow diagrams, that makes...
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 chan...
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 t...
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'...
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....