Inherited Instance: Design Studio Checklist

Last update: 2023-09-29

Topics:
Getting Started
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Structuring templates and creating global forms, Snippets, and images & files will help minimize data errors as well as streamline the workflow of your program build. Remember to download the checklists and track your progress.

Landing Pages

Area	Review Focus
Global Landing Pages	How many global Landing Pages are there? Are they being used by programs? Do you have a subscription center set up? If not, consider creating one.
Templates	How many Landing Page templates are there? Are they being leveraged?
Test Groups	How many Landing Page test groups are they? Are they all still relevant?
Privacy & Compliance	Do all your Landing Pages have the appropriate footers?

Images & Files

Area	Review Focus
Naming Conventions	Do images and files have consistent naming conventions?
Folder Structure	Are images and files organized appropriately and easy to search?
Images & Files	Do any images or files referenced on web pages need to be updated? Example: The hardcoded URL structure may need to be updated, such as `http://na-sj01.marketo.com/rs/123-ABC-456/images/puppy.png`. Please work with your web developer to determine where you may need to make updates.

Forms

Area	Review Focus
Global Forms	How many global forms are there? Do most programs use global or local forms? Are all forms gathering the right data for Marketing and Sales? Are hidden values leveraged appropriately? Are any Marketo Engage forms being used on non-Marketo Engage Landing Pages? How are they being referenced? TIP: Update pages where you embed Marketo Engage forms with the new embed code introduced (requires secured landing pages).
Data Standardization	Are your form fields primarily picklists or open text fields? TIP: If they're open text fields, consider switching them to picklists to prevent messy data.
Privacy & Compliance	Does your form strategy align with your corporate data privacy and opt-in requirements? Consider General Data Protection Regulation (GDPR), Canada's Anti-Spam Law (CASL), the Controlling the Assault of Non-Solicited Pornography and Marketing Act of 2003 (CAN-SPAM), California Consumer Privacy Act (CCPA), etc., for regulation compliance. TIP: Remember to always consult your Legal team on these issues. Ask your team about previous initiatives to maintain compliance before making any changes.

Area

Review Focus

Global Forms

How many global forms are there?

Do most programs use global or local forms?

Are all forms gathering the right data for Marketing and Sales?

Are hidden values leveraged appropriately?

Are any Marketo Engage forms being used on non-Marketo Engage Landing Pages? How are they being referenced?

TIP: Update pages where you embed Marketo Engage forms with the new embed code introduced (requires secured landing pages).

Data Standardization

Are your form fields primarily picklists or open text fields?

TIP: If they're open text fields, consider switching them to picklists to prevent messy data.

Privacy & Compliance

Does your form strategy align with your corporate data privacy and opt-in requirements?
Consider General Data Protection Regulation (GDPR), Canada's Anti-Spam Law (CASL), the Controlling the Assault of Non-Solicited Pornography and Marketing Act of 2003 (CAN-SPAM), California Consumer Privacy Act (CCPA), etc., for regulation compliance.

TIP: Remember to always consult your Legal team on these issues. Ask your team about previous initiatives to maintain compliance before making any changes.

Emails

Area	Review Focus
Global Emails	How many global emails are there? Are they being used by programs?
Templates	How many email templates are there? Are they being leveraged?
Email Testing	How are you using email testing? Is your method still effective?
Privacy & Compliance	Do all your emails have the appropriate footers? Consider GDPR, CASL, CAN-SPAM, CCPA, etc. for compliance implications. TIP: Remember to always consult your Legal team on these compliance issues. Ask your team about previous initiatives to maintain compliance before making any changes.

Snippets

Area	Review Focus
Snippets	How many snippets are there? Are they being used? If not, consider using them for email and Landing Page footer content, logos, and more.

All Assets

Area	Review Focus
Asset Status	How many assets are in Draft and Approved with Draft status (e.g., e.g., emails, Landing Pages, forms, snippets)? If there are many, consider deleting or approving them.
Asset Sharing	Which assets are shared across Workspaces? NOTE: It's important to know this as actions taken in one Workspace might lead to an inaccessible asset in a different Workspace for another user.