Documentation Marketo Engage Marketo Guide

New Instance Best Practices: Design Studio Checklist

Last update: May 6, 2024

Topics:
Getting Started

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

Area	Action Items
Global Landing Pages	Create global Landing Pages (free-form/guided). Create a test page to A/B test the winning Landing Page template (if applicable).
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

Area	Action Items
Global Forms	Set up global forms for use cases such as subscription preferences, gated content downloads, demo requests, webinar registrations, etc.
Privacy & Compliance	Keep your forms General Data Protection Regulation (GDPR) compliant.
Data Standardization	Consider applying picklists to the form fields instead of open text fields to prevent messy data.

Emails

Area	Action 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

Area

Action 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

Area

Action 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)

Organization

Area

Action Items

Folder Structure

Create subfolders for each type of asset and organize global assets (e.g., conversational flows, email templates, emails, forms, images and files, Landing Pages, Landing Page templates, snippets, etc.) appropriately.

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