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....
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...
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...