1 of 1 people found this helpful
Everyone will build their folders differently and it will depend on the needs of your business but see these links for some thoughts on Best Practice:
We split our folders into our different business units internally and then create folders for each specific program (webinar, email etc.) with common sense naming e.g. Webinar_Vendor X_Date.
However, probably our most essential organisational element is that we create campaign codes for each campaign - our campaigns are built in SFDC using these codes and then synchronised to Marketo using the 'Add to SFDC campaign' flow step.
As an example of a code: GLBL-ENT-WBR-June10_2016-Spiceworks (Global, Enterprise, Webinar, Date, Vendor).
Reports can then be created on any element in one of these codes e.g. webinars, the location, the vendor name etc.
2 of 2 people found this helpful
Generally the Program Naming suggestion is fine. I would be careful to adapt it to your needs.
Folders should always be numbered from 01 - 99.
99 is always the archive folder, even if it is nested.
01 - most frequently used programs or channels or whatever.
80- standing webform collectors and offers.
90 - Program Templates
91 - Operational
97 - Tests
98 - Training
Within Programs, please number all folders from 01 - Flows to XX - Reports. Always number flows, emails, etc. in the numbered order of use:
01 - Invitation
02 - Registration
Thx a lot Josh makes sence - I then need to think this into the structure of Salesforce also so they are aligned the best possible way.
Thx alot for the answer I will look more into our own needs but this is a great start!