Forms

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

code thumbnail

Data Standardization
  • Are your form fields primarily picklists or open text fields?

tip icon 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 icon 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

AreaReview Focus
Global Emails
  • How many global emails are there? Are they being used by programs?
Templates
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 icon 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

AreaReview 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

AreaReview 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

note icon 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.

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