AN ESSENTIAL CHECKLIST FOR
GETTING STARTED WITH YOUR
MARKETO
™
PLATFORM
NOW YOU HAVE THE KEYS TO YOUR SHINY, NEW INSTANCE OF MARKETO, WHAT'S NEXT? BEFORE
YOU HIT THE RACE TRACK, YOU WANT TO MAKE SURE YOU ARE SET-UP FOR SUCCESS. BELOW IS A
LIST OF KEY TASKS TO HELP GET YOUR MARKETO SOLUTION READY FOR ACTION.
Create an inventory of assets, programs, forms, images, campaigns, lists, etc.
Perform a database field audit to determine which fields are required and
actually being used to determine the new system
Database field configuration
Setup user configuration and security groups
Configure email sending domain configuration: SPF and DKIM
Set up shared and dedicated IP address
Deploy website tracking scripts and remove old scripts
Design website forms integration and complete testing
Establish campaign tracking process
Design and build new email templates
Design and build new landing page templates
Establish database segmentation and persona configuration
Setup blacklist, whitelist, and existing email opt-outs
Complete lead scoring program redesign & porting
KEY MARKETO TASKS
Started
Completed
