Inherited Instance: Admin Section Checklist inherited-instance-admin-section-checklist

• Who's working in the instance?

• How many Workspaces and/or Partitions do you have?

• What is the primary purpose of each Workspace and Partition?

• Do either your Workspaces or Partitions need to be audited/changed?

• What is the relationship between your Workspaces and Partitions?

• How many users have access to each Workspace?

• How are Workspaces and Partitions defined?

• What is your process to add Workspaces to your instance or add users to a Workspace?

• Do you have a restriction on Smart Campaign size?
       If not, consider adding one. We recommend limiting the Smart Campaign limits to 25% of your database to avoid overcommunication or processing your entire database in workflows; this not only protects your brand, but helps protect the performance of your instance.

• Are there communication limits in place? Does your business have policies where communication limits might be necessary?

NOTE: We recommend limiting your communication to 1 per day and 3 per 7 days, with non-operational emails blocked.

• How many tags are there? How many tags are in use? Do any need to be added?

• Are tags required within your programs?

• How many channels are there? How many are in use?

• Are all channel program statuses appropriate? Do they show progression within the program?

• Are your channels related to specific program types?

• Which statuses are considered a success for each channel? Do those align with your marketing goals?

• Is the Operational channel being used appropriately?

• For Advanced Report Builder (Revenue Cycle Explorer/RCE), is your channel analytics behavior set to align with your program practices incorporating period cost?

• How many calendar entry types are there? Are they all still relevant?

• How many fields are there?
       Click Export Field Names to review a list of your fields, custom fields, and their API names.

• How many custom fields are there?

• How many fields are being used?
       Select Export Used By in the Field Actions drop-down to review related assets of a field.

• How many fields are synced between Marketo Engage and your CRM?

• Are CRM fields synced to the appropriate objects?

• Is there a custom view set for person detail? Should there be?

• Do you have a naming convention for your fields based on source?
       If not, consider implementing this.

• Are there any fields blocked?
       If so, be sure to understand why they are.

• Are there any custom activities?
       If so, click through them to understand what activities aren't related to a Marketo form, email, or landing page.

• How many custom objects are there? How are they synced to your CRM?

• How are these custom objects being utilized by your programs and list queries?

• In Admin > Email, are all of your default settings up-to-date (e.g., "from" email/label, branding domain, unsubscribe message, etc.)?

• Which CRM are you syncing to? Salesforce? MS Dynamics? Veeva?

• Are you utilizing a custom sync?

• [Salesforce Only] Does your instance have Custom Sync Filters implemented?

  NOTE: Contact Marketo Support to identify Custom Sync Filters or request a Custom Sync Rule be implemented.

• What is the domain set as?

• What is the homepage set as?

• What is the fallback set as?

• Is form prefill enabled?

• Are personalized URLs enabled?

• Are there rules set up for redirects?

• Do you have domain aliases in place? Are you tracking how you're utilizing your domain aliases?

• Is Secured Domains for Landing Pages enabled?
       Confirm if your landing page assets contain a 'http' URL.

• Is your Munchkin tracking code on your website (not a Marketo Engage Landing Page)?

• Is a Do Not Track Browser Request enabled?

• Is your Munchkin API configured?

  TIP: If you're missing documentation on where the munchkin code is on your website, you can view all URLs by creating a Web Page Activity Report.

• Are IP Restrictions enabled? Should they be?

• Which users/apps are making API calls in your instance?

• Are you hitting or close to hitting your API limit?
       If so, consider increasing it or auditing your instance to bring those API calls down.

Following the steps below will require access to the Adobe Admin Console. If you haven't set up an Adobe ID yet, learn how to do that here.

• Have you accepted the Dynamic Chat Product Admin invite? The email is sent when Dynamic Chat is enabled in your Marketo Engage instance, and you're designated as a System Admin.
       If not, look for the welcome email in your inbox and accept the invitation to set up your Adobe ID.

• Have you added the desired users to the Dynamic Chat product profile in Adobe Admin Console?

• Make sure your eligible users have the Dynamic Chat Product Profile added to their Adobe Identity. You cannot assign 'Access Dynamic Chat' roles in Marketo Engage > Admin > Users & Roles if they're added to a Product Profile.

• In the 'Product Profiles' tab, are the Default Profile Permissions aligned with your organization's needs?
  If not, edit the permissions for the specific profile.

• If you have more than one subscription, are your users being added to the correct subscriptions?

Once you finish auditing the Users & Roles settings, log in to Dynamic Chat to continue your audit.

• Have you connected your Marketo Engage instance to Dynamic Chat?

• Are the five default profiles with predefined permissions applicable to your organization?
       If not, you can edit them in Dynamic Chat. You can also create a Custom Profile with a custom set of permissions.

• To provide your users with access to Dynamic Chat, have you checked "Access Dynamic Chat" to the applicable Marketo Engage Role under Admin > Users & Roles > Roles?
  NOTE: The 'Admin' & 'Marketing User' roles should have access to Dynamic Chat.

• Has the MSI package been installed?

• Have you upgraded to the latest version of Sales Insight?

• Have you completed the Sales Insight configuration?
       Enterprise/Unlimited users click here, Professional users click here.

• Have you given access to your users based on the number of seats you've purchased?

• Are Stars and Flames customized?

• Which services have you configured (e.g., BrightTALK, Zoom, etc.)? Are any near their expiration?

• How many API calls are your integrations using?

• Do you have the right integrations in place for your use cases?

• What connections have you set up?

• Are any no longer in use?

• Which mobile apps do you have?

• Have any test devices been added?

• What's turned on in the Treasure Chest?

• Are there features that should be turned on or off?

• Is Campaign Inspector turned on?
  If not, consider turning it on to easily identify which campaigns are: active, syncing with your CRM, and/or deleting records.

• Is your instance subscribed to Marketo Engage Status Updates?

• Are there any active alerts being sent out to internal teams from Marketo Engage?

• If yes, are those alerts functioning appropriately?

• Are you subscribed to appropriate admin notifications?