Smart Campaign Settings

AreaAction Items
Smart Campaign Settings

Communication Limits

AreaAction Items
Communication Limits
  • Implement communication limits.

  • Determine if your business requires a policy on communication limits.

Tags

AreaAction Items
Channels
Tags
  • Define how to use tags.
Calendar
(if applicable)

Database Management

AreaAction Items
Field Management
  • Implement a naming convention for custom fields (for example, beginning with "MKTO").

  • Be selective about the fields you sync. The more fields you sync, the slower the sync cycle will be.

  • Block updates to fields you want written to one time (e.g., original lead source, original lead source detail, first touch UTM fields, etc.).

Custom Activities
Custom Objects

Integrations

AreaAction Items
CRM
  • Identify the permissions you need to access your CRM.

  • Identify your CRM admin for troubleshooting.

Web Services
  • Determine the users/apps that can make API calls in your instance.

  • Review all apps that will make API calls and determine if an increase or decrease in API calls is needed.

LaunchPoint
  • Set up LaunchPoint services for your business. Each LaunchPoint should be paired with a unique API user to aid with troubleshooting.
Interactive Webinars (if applicable)

note icon NOTE: Interactive Webinars is only provisioned to Production instances.

Adobe Dynamic Chat (if applicable)
Sales Insight (if applicable)
Sales Connect (if applicable)
Webhooks (if applicable)

Treasure Chest

AreaAction Items
Treasure Chest
  • Enable Treasure Chest to experiment with piloting features.

  • Determine the features you want to turn on or off.

Campaign Inspector