New Instance Best Practices: Admin Section Checklist new-instance-best-practices-admin-section-checklist
As a new admin navigating a fresh Marketo Engage instance, apply the checklist below to help guide you through the implementation process. As with all of these guides, you can also download the checklists and track your progress.
Roles roles
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Review the prebuilt roles and confirm what permissions/access each role has.
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Create a new role or edit the roles based on your organization's needs.
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Assign users to the appropriate roles. The users must be added to the subscription in ÃÛ¶¹ÊÓƵ Admin Console before granting their roles in 'Roles.' Refer to the Users section in the Initial Setup checklist.
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After assigning the roles for users, review the number of users per role.
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Implement a unique role for each API user for easy troubleshooting.
- Review the categories above for your sandbox.
Workspaces & Partitions workspaces-partitions
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Determine the number of workspaces and/or partitions that your organization needs to have and how many users have access to each workspace.
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Define the primary purpose of each workspace and partition.
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Define the relationship between your workspaces and partitions.
Smart Campaign Settings smart-campaign-settings
- Add a restriction on Smart Campaign size, preventing accidentally emailing your entire database.
Communication Limits communication-limits
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Implement communication limits.
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Determine if your business requires a policy on communication limits.
Tags tags
- Define how to use channels.
- Define how to use tags.
(if applicable)
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Issue Marketing Calendar seats to those who need access.
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Set up the Calendar.
Database Management database-management
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Implement a naming convention for custom fields (for example, beginning with "MKTO").
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Be selective about the fields you sync. The more fields you sync, the slower the sync cycle will be.
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Block updates to fields you want written to one time (e.g., original lead source, original lead source detail, first touch UTM fields, etc.).
- Define Custom Activities that are specific to your business.
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Review how many Custom Objects you need.
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Sync those Custom Objects to your CRM.
Integrations integrations
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Identify the permissions you need to access your CRM.
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Identify your CRM admin for troubleshooting.
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Determine the users/apps that can make API calls in your instance.
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Review all apps that will make API calls and determine if an increase or decrease in API calls is needed.
- Set up LaunchPoint services for your business. Each LaunchPoint should be paired with a unique API user to aid with troubleshooting.
- For creating Interactive Webinars, the Marketo Engage built-in webinar feature, add users to the 'User' section on the Interactive Webinar tab.
- Assign users to 'Access Dynamic Chat' roles in Marketo Engage > Admin > Users & Roles.
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Set up Sales Insight Action in Sales Insight > Actions Config.
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Issue seats to appropriate users.
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Customize the lead scores.
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Invite the appropriate Marketo Engage admins to the Sales Connect instance.
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Complete the additional Sales Connect admin setup in Sales Connect and Salesforce.
- Create any required Webhooks for your business.
Treasure Chest treasure-chest
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Enable Treasure Chest to experiment with piloting features.
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Determine the features you want to turn on or off.
- Turn on Campaign Inspector to view all your Smart Campaigns in one place.