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Sam_Watkinson1
Sam_Watkinson1
Level 2
July 28, 2015
Solved

Marketo Campaign Planning

  • July 28, 2015
  • 2 replies
  • 2845 views

Hi everyone,

A problem my team is currently running into is planning out Marketo implementations ahead of time. As I'm sure you are all aware standing up a landing page, smart lists, flows, emails and everything in between takes time and often relies on multiple members of the marketing team.

I was wondering if anyone has any best practices or planning docs they use with their teams that outline what backend is required for a campaign or initiative that the team can fill out before sending to operations for set up. Hopefully this will help to remove some of the ad-hoc Marketo setups that tend to happen.

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Best answer by Josh_Hill13

In addition to the planner, you should setup Program Templates that are pre-built and clonable. Put them in a folder called 95. - Program Templates.

Use Tokens to be able to churn out these fast by dropping in replacable areas quickly.

There are some threads on program templates, but the essence is:

  • Program Template - Whitepaper Download
    • Form
    • LP
    • Email Autoresponse
    • 01 - Registration/Autoresponder (send campaign)
    • My Tokens - create Text and RichText tokens that you will place into the Email and LP and will be in the same place, but have diff text every time.

2 replies

A
Anonymous
July 28, 2015

@Sam Watkinson​ Here's a resource that might help you:

Marketing Quarterly/Yearly Planning Customizable PowerPoint Template – Marketo.com

Sam_Watkinson1
Sam_Watkinson1Author
Level 2
July 28, 2015

Scott this is great, thank you!

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
July 29, 2015

In addition to the planner, you should setup Program Templates that are pre-built and clonable. Put them in a folder called 95. - Program Templates.

Use Tokens to be able to churn out these fast by dropping in replacable areas quickly.

There are some threads on program templates, but the essence is:

  • Program Template - Whitepaper Download
    • Form
    • LP
    • Email Autoresponse
    • 01 - Registration/Autoresponder (send campaign)
    • My Tokens - create Text and RichText tokens that you will place into the Email and LP and will be in the same place, but have diff text every time.
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