Inherited Instance: Design Studio Checklist inherited-instance-design-studio-checklist

• How many global Landing Pages are there? Are they being used by programs?

• Do you have a subscription center set up?
       If not, consider creating one.

• How many Landing Page templates are there? Are they being leveraged?

• How many Landing Page test groups are they? Are they all still relevant?

• Do all your Landing Pages have the appropriate footers?

• Do images and files have consistent naming conventions?

• Are images and files organized appropriately and easy to search?

• Do any images or files referenced on web pages need to be updated?

  Example: The hardcoded URL structure may need to be updated, such as http://na-sj01.marketo.com/rs/123-ABC-456/images/puppy.png.

  Please work with your web developer to determine where you may need to make updates.

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

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

TIP: If they're open text fields, consider switching them to picklists to prevent messy data.

• 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: Remember to always consult your Legal team on these issues. Ask your team about previous initiatives to maintain compliance before making any changes.

• How many global emails are there? Are they being used by programs?

• How many email templates are there? Are they being leveraged?

• How are you using email testing? Is your method still effective?

• Do all your emails have the appropriate footers? Consider GDPR, CASL, CAN-SPAM, CCPA, etc. for compliance implications.

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.

• How many snippets are there? Are they being used?
       If not, consider using them for email and Landing Page footer content, logos, and more.

• 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.

• Which assets are shared across Workspaces?

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.