New Instance Best Practices: Design Studio Checklist

Last update: May 6, 2024

The Design Studio section is where the reusable ‘global assets’ should reside. Create the global assets that your organization plans to use in programs, use a consistent naming convention, and organize them in the subfolders for easy searches.

Remember to download the checklists and track your progress.

Landing Pages

AreaAction Items
Global Landing Pages
Templates
  • Create a design for global Landing Pages.
Privacy & Compliance
  • Create a footer using Snippets or Tokens in your Landing Pages for privacy compliance.

Forms

AreaAction Items
Global Forms
  • Set up global forms for use cases such as subscription preferences, gated content downloads, demo requests, webinar registrations, etc.
Privacy & Compliance
Data Standardization
  • Consider applying picklists to the form fields instead of open text fields to prevent messy data.

Emails

AreaAction Items
Global Emails
  • Create global emails.
Templates

  • Design a module-based email template with a designer/developer, or use your own HTML.

  • Create a tested email template to A/B test the winning template (if applicable).

Privacy & Compliance

  • Add Snippets to your email templates to control reusable blocks such as copyright year, global location, and compliance-specific language.

  • Add Tokens to personalize content based on the target audience.

Snippets

AreaAction Items
Snippets
  • Create Snippets to have reusable content blocks that can be used for multiple use cases, such as contact information, social media links, brand information, and privacy and compliance notes in your emails and Landing Pages.

Images & Files

AreaAction Items
Naming Conventions
  • Use consistent naming conventions for images and files.

Examples:

  • File Naming Convention: Asset Type-Asset Name (Ex: White-Paper-Evaluating-Cloud-Computing-Get-Your-Board-on-Board)
  • Image Naming Convention: Image Type-Asset Type-Asset Name (Ex: Thumbnail-White-Paper-Evaluating-Cloud-Computing-Get-Your-Board-on-Board)