Tips and Tricks for auditing an inherited Marketo Engage instance

If you inherit a live Marketo Engage instance that has been managed by multiple people, you may find yourself making mental notes of everything that seems out of place. It is important to organize the cleanup and optimization work by categorizing the tasks and then prioritizing those tasks that go a long way.

This ‘Inherited Instance Audit Tips and Tricks’ tutorial, sourced from Adobe Marketo Champions, provides step-by-step guidance for new admins. The tutorial accompanies downloadable audit checklists and templates to help you jump-start an inherited instance right away. Follow along with the tutorials and get inspired by learning from peers!

Topics and what you will learn

• Audit an inherited instance
  Learn how to audit an existing instance that’s new to you. Test the inherited set-up using out-of-the-box tools such as Campaigns Inspectors to gain insights into your instance

• Log CRM sync errors for easy troubleshooting
  Learn how to establish an admin routine to review notifications, CRM sync, Launchpoint, and web services and troubleshoot errors timely.

• Develop an instance governance guide
  Learn how achieve quick efficiency wins to optimize program build, governance, and overall marketing operations

• Map out your marketing tech stack visually
  Learn how to map out data sources with a visual architecture diagram to understand your tech stack

• Program pre-launch quality assurance (QA) process
  Learn how to establish an effective program pre-launch QA process to avoid mistakes.

Additional Resources

• Jumpstart an inherited Marketo Engage Instance checklistsLearn how to navigate the different areas of Marketo Engage and perform the various tasks required to perform an instance audit, with links to recommended help documentation included in each checklist.