Amy_Goldfine

Global forms are the best! It makes it so easy to make changes. At my old company, for some reason we used all local forms. When we decided to add a new field to all our forms, I realized what a mistake we had made! At that point I put in the effort to switch to global forms.

Oooh, can you elaborate?

Also, one thing I'm really not clear about is whether the email consent applies to 1:1 emails (from someone in Sales) or just marketing emails. Any thoughts?

This is heavy stuff. I don't understand #1, can someone elaborate?

We have a bunch of Slack webhooks set up for form fills. One for trial signups, one for demo requests, another for all webforms. Our Sales team monitors the trial and demo ones for sure.Our most important automated Slack channel is actually RSS not webhook, I think..it lets us know if Marketo is hav...

Universal Tokens! It was something I meant to do at my old company but never did. When I started this job in June, we developed new email templates (they were still on Email Editor 1.0 for some reason). At the same time, we created Universal Tokens for the footer and put them in the email templates....

Make sure you're cloning templates, not existing programs. Will save you headaches!

You need to sit back and think about all the flow steps and pieces and parts. Whiteboard it out. Then create- Program Channel for Roadshows- Program template for Roadshows- Global scoring for Roadshows, based on when someone's program status changes- Interesting Moment for Roadshow registration and ...

Wow Dan, that is really something! There is a recent Champion blog that outlines a setup for a less complex team. Scaling MOPS and Marketo Teams: Roles and Process I really do think that in the long run, it's in everyone's best interest to have Marketing Managers do their creative thing and MOPs peo...

I think this is less about distributed teams and more about project management. I would definitely get on board with a PM tool (if you're not already) and train everyone. The field managers can tag the marketing ops person when they're ready for their work to be QA'd and launched.