Assets

NOTE
To store marketing assets like programs, Landing Pages, and emails in separate areas, please reference the Admin section checklist to learn how to set up Workspaces.
AreaAction Items
Program types
Tokens
  • Set up Tokens.

  • Use tokens in regularly used program types to increase efficiency. Consider implementing tokens that the organization regularly needs in the global folder.

Batch Campaigns
  • Set up Batch Smart Campaigns with filters in the Smart List section.

  • Schedule the Smart Campaigns for recurrences such as daily, weekly, and monthly.

Trigger Campaigns
  • Set up Trigger Smart Campaigns by using at least one trigger within the Smart List section.

  • Activate the Smart Campaigns in the 'Schedule' tab to run the campaign actions.

Landing Pages
Local Forms
  • Define your forms strategy for global forms vs. local forms.

  • To use global forms, use Smart Campaigns to set Acquisition Program for reporting, and use referrer details to assign people to programs/campaigns appropriately.

Smart List Subscriptions
  • Set up Smart List subscriptions in Marketing Activities or the Database for reports you'd like to receive daily, weekly, or monthly (e.g., email performance, person performance, etc.).
Manage Report Subscriptions

Operational Programs

AreaAction Item
Person Scoring
Person Source
Data Standardization
Bounce Management
Privacy & Compliance

note icon NOTE: Always remember to consult your legal team on these issues. Ask your team about previous initiatives to maintain compliance before making any changes.

Lifecycle
  • Create a program to move leads through your Lead Lifecycle by updating the values for Person Status.

  • Import a Lead Management program from the Marketo Program Library to start.

Interesting Moments (if applicable)
Subscription Center

tip icon TIP: As there is no one way to set this up, it's recommended to visit the Marketing Nation Community and search "Subscription Center" to see the different methods your peers are using and choose the one best suited to your needs.

Email Deliverability
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