Worksheets

© 2019 DemandGen® International, Inc. All Rights Reserved. Your 12 Point Checklist to Keep Your Marketo Platform Running Smoothly Conducting a Marketo system review is recommended to help identify: • Why your system is experiencing certain issues; you know what the pain is, but aren't quite sure where it is coming from or how to correct it • Potential areas to align your setup to existing best practices; especially if your system was setup a few years ago and the primary infrastructure hasn't been given any TLC lately • Areas where you can optimize system usage; this is the case for a lot of marketers who end up inheriting a system that was setup by a previous team and want to get a lay of the land System Area Suggested Frequency Areas for Review Program Performance Monthly • What channels are performing well? Which are not performing? What programs should be retired? • Which are delivering the best value based on the investment you have made? Review your program performance reports. Identify which programs are creating new leads or driving conversions to opportunities. Email Design & Deliverability Monthly • How are emails performing? Should you take advantage of responsive templates? Do other templates need a refresh to drive engagement. • What do email bounce rates look like? Has the IP been blacklisted by any SPAM filters? Review your email reports. Identify if bounce rates have increased for various segments. Check your email send IP reputation score (you can check this for free at Sender Score, Sender Base, Barracuda, SpamHaus). ! x Good ! To Be Updated x Needs Immediate Attention When you first set up your Marketo Platform, you have stacks of checklists and manuals to tell you what to do and when. But what about after the initial setup? Day-to-day pressures take over and your checklist becomes your to-do list of all the campaigns you need to get out the door and many of the foundational elements of your system are put on the back burner – unless something breaks and at that point, it could be too little too late. So what goes into a Marketo system review and what questions should you be asking to stay on top of your Marketo system? The following 12 Point Checklist will outline what we typically look at as a part of this process and the questions you should ask yourself to make sure your Marketo system continues to run smoothly in the years to come. MARKETO PLATFORM 12 POINT TUNE-UP CHECKLIST You don't have to do this alone. Contact DemandGen today for a complimentary migration consulting session. 925.678.2511 info@demandgen.com

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