Provide a checklist for new users and link to the set up install on New to Community tab

Provide a checklist for new users and link to the set up install on New to Community tab

I'm going through the Marketo set up now — new instance, and new user.

It'd be helpful if there was a "Getting Started" tab in addition to the "New to Community" tab. This could be a handy place to link to
  1. Set up instructions
  2. Help resources like the office hours (heard abt it in my kick off call, but it'd be nice if the info was at my fingertips)
  3. Most importantly, a checklist of all the things we need to do, with ability to check things off.
Simple, but effective for new users like me who are overwhelmed with amount of information at the beginning.

I have to keep going back into my welcome email to find the set up instructions, and can't remember which items I've completed. 
3 Comments
Anonymous
Not applicable
Hi there Christine,

I love the idea of actual checklist functionality. I'm definitely a list-checker myself, so that's always handy. There is the setup guide here: https://community.marketo.com/MarketoGetStarted?src=univ which may have some of what you're suggesting already.

I'm curious to learn more about the office hours idea. Are you looking for access to an on-demand recording of office hours, or written documentation with office hours FAQs?
Anonymous
Not applicable
We are actually working on a whole new docs site that is easier for us to manage.  It will include a Getting Started section with some quick wins and beginner exercises.

After we get that, I think it would be a good idea to incorporate the content in My Marketo.
kh-lschutte
Community Manager
Status changed to: Open Ideas