Anyone have a cheat-sheet for how to pre-plan a campaign? | Community
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A
Anonymous
April 24, 2013
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Anyone have a cheat-sheet for how to pre-plan a campaign?

  • April 24, 2013
  • 3 replies
  • 1200 views
As a new user, there are so many steps and considerations to pre-plan for I was hoping someone had a suggestion for a cheat-sheet or checklist to make sure we have everything covered before starting to program.
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Best answer by Josh_Hill13
Yes, there is a Marketo Campaign Checklist which you can download. Just do a search.

I also created a few of my own:
http://www.marketingrockstarguides.com/marketing-automation-checklists-for-marketo-276/

3 replies

A
Anonymous
April 24, 2013
Mike,

Not sure there are any "cheat sheets" for programs, although I know that Marketo has some pre-design programs that you can import (I downloaded one out of curiousity but did not find it to be terribly helpful, but by all means take a look for yourself.)

But it all depends on what kind of program you're trying to launch. Provide some more detail and I'll be happy to give some advice.
Josh_Hill13
Josh_Hill13Accepted solution
Level 10
April 25, 2013
Yes, there is a Marketo Campaign Checklist which you can download. Just do a search.

I also created a few of my own:
http://www.marketingrockstarguides.com/marketing-automation-checklists-for-marketo-276/
A
Anonymous
April 25, 2013
In addition to what has been said above, I set up a template that we clone each time we set up a, say, webinar program. Any changes (i.e. to scoring, flow) happen in that template, and it helps keep things very consistent. It also helps with organization and making sure all the proper steps are taken each time
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