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Anonymous
March 16, 2015
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Creating an Internal User Guide

  • March 16, 2015
  • 3 replies
  • 1328 views
Hi all,

I've been tasked with creating a Marketo 'bible' for internal use and new staff. This is supposed to cover everything from the MS Dynamics integration to creating an email campaign, and everything inbetween. 

Have any of you created a similar document? Although I appreciate there are certain things specific to our business, such as the scoring model, I'd be keen to see any examples of user guides to help shape the one I'm creating. 

If you have anything to share please feel free to contact me on this post or ask for my email. 

Many thanks in advance,
Jacob
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Best answer by kpara3-2
Hi Jacob,

I did this for my previous company. I unfortunately don't have an example for you but I can tell you it was very helpful to them when I left the comapny. It's also a great tool just for reference. I had it indexed well so that some sections could be used for our inside sales team to reference vs some more technical sections. The challenge with such a document is it needs constant updating! We were always editing campaigns, scoring, operational campaigns, etc so it's something you need to have a good grasp on what's happening in your instance in order to keep it relevant.

Good luck!
Kim

3 replies

K
kpara3-2Accepted solution
Level 9
March 16, 2015
Hi Jacob,

I did this for my previous company. I unfortunately don't have an example for you but I can tell you it was very helpful to them when I left the comapny. It's also a great tool just for reference. I had it indexed well so that some sections could be used for our inside sales team to reference vs some more technical sections. The challenge with such a document is it needs constant updating! We were always editing campaigns, scoring, operational campaigns, etc so it's something you need to have a good grasp on what's happening in your instance in order to keep it relevant.

Good luck!
Kim
Dory_Viscoglio
Dory_Viscoglio
Level 10
March 16, 2015
Hey Jacob, like Kim, I did one any previous role before a maternity leave and also for when I left... Tons of work, but immensely helpful for everyone when I wasn't there. I would suggest grabbing some of the Marketo docs for things that aren't specific to your instance like scoring and data management flow steps. This will help a little bit with some of the upfront work. 
A
Anonymous
March 16, 2015
I too have done this for a company prior to leaving them. What I suggest is that you use video instead of written instructions. I think it's a lot easier to talk and click through a workflow rather than writing out each step and taking a million screenshots.

my 2c.
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