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Marketing Automation Checklists for Marketo

December 6, 2012 By Josh Hill

CheckilistNo matter how awesome we think we are, we all make mistakes. Something gets overlooked during a rush or maybe you think you’ve checked the entire email when you’ve just scanned it. Perhaps you sent 100,000 emails out with the {{lead.Lead Owner}} slug instead of {{lead.Full Name}} slug.

Been there.

After that terrible sinking feeling, you probably said, “I should use a checklist,” but never did much about it. Here’s your chance for redemption since I’ve done most of the work for you.

I created a few handy checklists to help people new to Marketo be more process oriented when running campaigns, setting up webinars, or importing a list. In fact, the Import Checklist has saved me and my colleagues from terrible data disasters. Here are my favorite checklists as part of the Marketing Rockstar’s Guide to Marketo project.

  • Marketing Automation Setup Checklist
  • Campaigns Checklist
  • Email Creation Checklist
  • Landing Page Checklist
  • Webinar Checklist
  • Live Event Checklist
  • Whitepaper Download Checklist
  • Importing a List Checklist

See them all in Appendix III: Checklists .

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Image Credit: Flickr xtremeexhibits

Filed Under: Marketo User Guide

Comments

  1. TJ Houston says

    February 1, 2013 at 1:36 pm

    I found your checklist on slideshare but the text is so small I can barely read it. Can I get a copy of the actual ppt or the actual checklists?

  2. Josh Hill says

    February 4, 2013 at 8:45 pm

    Hi TJ,

    Sure, the link is here as part of a guest post I wrote: http://www.marketingrockstarguides.com/capture-track-convert-readers/

Trackbacks

  1. How to Handle Marketing Automation Mistakes with the Golden Rule - Marketing Rockstar Guides says:
    January 15, 2013 at 3:46 pm

    […] future errors, build a process with redundancies using checklists and the buddy system. Use my Marketing Automation Checklists to help get started. Marketo has paired marketers to help catch each other’s mistakes before […]

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