Checklist for a Marketo Email Campaign
Completed?
Marketo Design Studio - Create your Assets
Find and upload images into Marketo
Do you want to offer a download? Needs to go to Marketo as well.
Which data should we ask for? -> Add those fields to the form
Set-up a Landing Page with message and call to action (only one if possible!)
Do not link to your home page in order to get poeple to do what you want them to do
Set Up an email with links to the new landing page
If you clone an email, remember to adopt the subject line, sender and text-mail as well. Chcek the footer. Is it the local one?
Notify the sender email, that replies should expected
Consider A/B testing if target group > 500
Set Up an internal notification email if required (If you include the term "request" into your form name there is an automatic
notification according to the Standard PreSales process))
Marketo Lead Database - Select your target group
Create a new List
Ensure all required fiels are specified in the Excel: E-Mail, First Name, Last Name, Salutation (Herr/Frau)
If there are more than 20.000 Leads, the import should be split into chunks of 20.000 leads, the mailing should be split, so no more than 20.00 contacts are addresses in one chunk
Create a smart campaign for updating Click Status in SFDC
Smart List: Trigger: If clicked link in email
Flow: Add to SFDC campaign/Change Status in SFDC campaign
Schedule: Activate
Marketo Marketing Activities - Update Scoring
All opens and clicks in emails and landing pages are scored in Marketo. If emails or landing pages should be excluded from scoring
, scoring rules need to be adopted