Tips for Marketo Admins to Maintain a Healthy Instance

Ever wonder, "What are the things I should do to keep my Marketo instance healthy"? Fear not! We have answers.... and a checklist! Join us as we discuss tasks Marketo Admins should address on a regular cadence in order to maintain a Marketo instance.

1. North America Virtual Marketo Engage User Groups Tips to Maintain a Healthy Marketo Instance| August 2024

2. Jamye Breidenbach Manager, Consulting Services at Etumos Consulting for 5 years, had 11 years in Enterprise-level MOPs prior Located near Portland, OR & Co-Lead for PDX MUG Have 2 kids; Everett (6) and Olivia (3.5) Favorite hobbies Playing any kind of game or activity Being horizontal with a book Garage beers Favorite MOPs projects Marketo Migrations and Implementations Prospect & Customer Lifecycle Processing and Lead Flows Making any/all things organized, efficient and scalable Let’s connect! LinkedIn or Email Me

3. Tips for Maintaining a Healthy Marketo Instance

4. Let’s think about Marketo like it’s your own body Maintaining our health and wellness is super important for a long, fulfilling and enjoyable life Maintenance of our mental, emotional, and physical self is what takes us on that pathway to fulfillment and keeps ourselves in a good state of living. You can stay ahead of illnesses or issues that come from neglect in these areas of ourselves Maintenance in Marketo is the exact same Processes run more efficiently Stay ahead of poor performance or big problems that can cause major issues for your business Mitigate the fire storms to open up time and space for more fun and fulfilling projects

5. Ok, cool and all… But how do I get started? Step 1: Give yourself grace and be kind to yourself MOPs has a tough, thankless job at times Step 2: Create a maintenance task list Psst: I already have this for you! Yay! Step 3: Create habits by starting small. Change cannot happen overnight, but dedicated focus of habits will create a path to achieve success Break it down to daily, weekly, monthly, quarterly, and annual tasks Step 4: Try your best to follow through with what’s on the schedule

6. Daily Maintenance In Marketo: Addressing daily tasks means you’re putting eyes on critical flags that could cause major issues if left ignored. Checking system error notifications Monitoring API quotas and CRM sync issues Checking Campaign Queue for processing backups Checking for data hygiene issues Reviewing daily reports and notifications

7. Weekly Maintenance In Marketo: Addressing weekly tasks means you’re load balancing, planning and using your time effectively to resolve the critical items that are heavier than a daily task Managing deliverability and bounce reports Resolve any critical data hygiene issues found from daily maintenance Review marketing campaign results for anomalies that indicate something is broken Idle Trigger Campaign Cleanup (every 6mos, but only get a week to address) Monitor MQLs passed to Sales that have been left unworked Sync with Sales Ops or CRM Admin to foster working relationship and create alignment between cross-functional teams.

8. Monthly/Quarterly Maintenance In Marketo: Addressing monthly/quarterly maintenance means your day-to-day operations are going well and you’re finding time to address larger ticket items. Reading Marketo’s Release Notes Resolving larger operational issues from daily/weekly maintenance Database Analysis of Volume, Marketability, Duplicates, Purging records Buyer’s Journey Analysis Evaluate effectiveness of users, alerts/reports, segmentations Smaller lift cleanup of abandoned programs/assets, lists, and re-check admin configurations Reviewing your Marketing Operations roadmap and adjusting as needed

9. Annual Maintenance In Marketo: annual maintenance means you’re doing a well-check and planning and preparing for what’s to come. Generating fresh access tokens for integrations Change your copyright year on January 1 Archive or Delete previous 2-year lookback programs Conduct a full Marketo Audit and Report Annual Business Review with your Adobe CSM (if not done quarterly) Create your project roadmap for Marketing Operations