Level 10 - Champion Alumni
Joined the community 05-06-2017
Level 10 - Champion Alumni
San Francisco, CA
Senior Manager, Marketing Operations
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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...
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This is great! I should definitely do a Health Check on my Segmentations.
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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!
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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...
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I am so excited to be part of this amazing group of people!
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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'...
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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....
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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 compli...
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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...
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"Give back as much as you take" is great advice. I love answering Community questions and presenting at the SFMUG!
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