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May 2022 SeaMUG Housekeeping Slides.pptx
The document provides information about spring cleaning and organizing an Adobe Marketo Engage instance. It discusses assessing sync issues, database monitoring, auditing users and roles, and managing subscriptions and alerts. Specific tips include maintaining folder structure, identifying inactive campaigns and leads, checking for applicable reports and alerts, and ensuring custom roles still make sense. The overall goal is to improve instance navigation, reduce load, and catch any data quality or organizational issues through basic housekeeping.
May 2022 SeaMUG Housekeeping Slides.pptx
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- 2. Adobe Marketo Engage UserGroup House Rules In order to ensure our MUGs stay user-focused and a safe space for members of the Marketing Nation to learn, network, and problem solve, we ask that all MUG attendees follow these rules: • No self-promotion or pitching of any kind is permitted at MUG events • Don’t contact people outside of the User Group without their consent • If MUG members share their use case at the User Group, please don’t share that information without their consent
- 3. This MUG Meetingis not being Recorded. To ensure that we are abiding by the MUG Program Code of Conduct and to respect the privacy of the content shared during today’s session, we would like to inform all attendees that this session will not be recorded. After the meeting concludes, if you have any outstanding questions or missed a portion of the content, please feel free to email me at [email protected] and I’ll do my best to answer your questions.
- 4. Sign up forBevy – the new tool for Adobe Marketo Engage User Groups! • Step 1: Navigate to https://mugs.marketo.com/accounts/signup/ • Step 2: Create an account using the email associated associated with your Adobe Marketo Engage Account • Step 3: Search for our chapter and click “Join Chapter” Stay Connected with Our Chapter
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- 6. Need to Updateyour Marketo Engage Certification? Adobe now has 3 certifications for Marketo Engage •AD0-E555 Adobe Certified Professional - Adobe Marketo Engage: This new exam is ideal for marketers who have about 3 - 6 months of Marketo Engage training and hands-on experience. The exam is aligned to the Marketo Core Concepts I, Marketo Core Concepts II, and Marketo Reporting and Insights courses. (Update to the former Marketo Certified Associate) •AD0-E558 Adobe Certified Expert - Adobe Marketo Engage Business Practitioner: This exam is ideal for marketers and marketing consultants who have at least 18 months of Marketo Engage hands-on or field experience. (Update to the former Marketo Certified Expert) •AD0-E556 Adobe Certified Master - Adobe Marketo Engage Architect: This certification defines a new standard and process at the highest level. This certification is ideal for current Adobe Certified Experts who have at least 5 years of experience designing marketing automation using Marketo Engage
- 7. May Meetings Calendar DATEMUG CHAPTER TOPIC 5/04 NY MUG Office Hours 5/12 Austin MUG Rise like the Phoenix From the Ashes of Burnout 5/18 NY MUG Office Hours 5/19 Houston MUG Getting the Most Out of Your Marketo Instance 5/19 Seattle MUG Spring Cleaning: Taking a Fresh Look at Your Marketo Instance 5/24 San Diego MUG Data Management & Standardization 5/26 Dallas MUG May Marketo Engage Roundtable
- 8. 2022 SeaMUG MeetingsCalendar Moving to the third Thursday, every other month. Tentative dates: Thursday, July 21st August –Summer Break Thursday, Sept 22nd (Possible In-Person) Thursday, Nov 17th December –Holiday Break
- 9. Agenda 01 Intros &Housekeeping 02 Spring Cleaning in Marketo 03 Open Discussion 04 Topic Brainstorm
- 10. Spring Cleaning: Takinga Fresh Look at Marketo It’s easy to lose track of basic instance maintenance and organization because it often takes a back seat to more visible and urgent initiatives. Today I’ll cover some house keeping tips for your instance, including: • Instance organization • Assessing sync issues • Database monitoring • Auditing users & roles • Managing Subscriptions & Alerts
- 11. Spring Cleaning: InstanceOrganization Maintaining folder structure, naming conventions and archiving old programs and assets are the easiest ways to visibly improve navigation in your instance.
- 12. Spring Cleaning: InstanceOrganization Things to know about archiving: • Archiving doesn’t deactivate campaigns • Auditing with Campaign Inspector allows you to: • Identify active but still archived campaigns • Identify inactive campaigns in an active folder (especially for operational programs) – this can catch campaigns turned off by automatic idle trigger cleanup
- 13. Spring Cleaning: InstanceOrganization Deactivating and archiving can reduce load on your instance and improve processing performance. If you aren’t doing this, you may have nightly batch campaigns that just kept running.
- 14. Spring Cleaning: AssessingSync Issues Over time new vendors can introduce data quality issues by passing field values that don’t conform to CRM sync requirements. This is can become a huge issue and can prevent leads from being successfully passed to sales.
- 15. Spring Cleaning: DatabaseMonitoring All too often companies seek to rush lead removal due to approaching subscription limits. Get ahead of it. • Look for inactive, low value, old leads when identifying where to cut • Create a do not remove list to avoid lead removal you’ll regret. • Always archive with all field data
- 16. Spring Cleaning: Users& Roles Back to basics! Do Marketo’s standard roles meet your organizations needs? Do the custom roles you created last year still make sense? Do your instance look like this? >>>>>>
- 17. Spring Cleaning: ManagingSubscriptions & Alerts Check the instance for requested/subscription reports. Are still applicable or is it just noise/being ignored?
- 18. Spring Cleaning: ManagingSubscriptions & Alerts Use campaign inspector to find campaigns that are sending alerts - is this still providing valuable, relevant information? Does the person receiving them still work here?
Editor's Notes
- #10 We will not have a December MUG meeting and will pick things back up on January 21st .
- #12 Folder structure – often as time goes on, monthly, quarterly or even annual folders are not replicated leading to a long list of visible programs, campaigns and assets that make it difficult to find what you’re looking for. This is especially true in larger instances with larger teams. Naming conventions – are crucial and we’re going to assume you already have them but over time these can fall down. Making sure you have program templates with pre-defined naming conventions can really help so that user are prompted to use existing conventions when cloning out programs. Archiving – it is crucial that you archive programs once all campaigns once they are no longer in use, meaning that period costs are in the past and member statuses should no longer be updated. It is good to do this quarterly, annually or somewhere in between depending on the volume of your marketing activities.
- #13 Campaign Inspector makes it easy to toggle between archived and non-archived campaigns, making it easy to identify campaigns that may be slowing down processing.
- #14 This is another great way to identify active but archived campaigns.
- #15 Non-compliant smart lists are one way to quickly identify leads that are sure to have sync issues due to field value issues. Comparing key targeting fields like Lifecycle Status using exports from both Marketo and Salesforce is another effective way to identify sync issues. With either approach, it’s good to look at the scale of the impact % of effected leads and the source of the problem. New sources will keep popping up but data cleanup without remedying the cause will only create more work.