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Inherited Instance: Design Studio Checklist inherited-instance-design-studio-checklist

Structuring templates and creating global forms, Snippets, and images & files will help minimize data errors as well as streamline the workflow of your program build. Remember to download the checklists and track your progress.

Landing Pages landing-pages

Area
Review Focus
Global Landing Pages
  • How many global Landing Pages are there? Are they being used by programs?

  • Do you have a subscription center set up?
         If not, consider creating one.

Templates
Test Groups
Privacy & Compliance
  • Do all your Landing Pages have the appropriate footers?

Images & Files images-and-files

Area
Review Focus
Naming Conventions
Folder Structure
Images & Files
  • Do any images or files referenced on web pages need to be updated?

    Example: The hardcoded URL structure , such as http://na-sj01.marketo.com/rs/123-ABC-456/images/puppy.png.

    Please work with your web developer to determine where you may need to make updates.

Forms forms

Area
Review Focus
Global Forms
  • How many global forms are there?

  • Do most programs use global or local forms?

  • Are all forms gathering the right data for Marketing and Sales?

  • Are hidden values leveraged appropriately?

  • Are any Marketo Engage forms being used on non-Marketo Engage Landing Pages? How are they being referenced?

tip icon TIP: Update pages where you embed Marketo Engage forms with the new embed code introduced (requires secured landing pages).

code thumbnail

Data Standardization
  • Are your form fields primarily picklists or open text fields?

tip icon TIP: If they're open text fields, consider switching them to picklists to prevent messy data.

Privacy & Compliance
  • Does your form strategy align with your corporate data privacy and opt-in requirements?
    ÌýÌýÌýÌýÌý°ä´Ç²Ô²õ¾±»å±ð°ù , Canada's Anti-Spam Law (CASL), the Controlling the Assault of Non-Solicited Pornography and Marketing Act of 2003 (CAN-SPAM), California Consumer Privacy Act (CCPA), etc., for regulation compliance.

tip icon TIP: Remember to always consult your Legal team on these issues. Ask your team about previous initiatives to maintain compliance before making any changes.

Emails emails

Area
Review Focus
Global Emails
  • How many global emails are there? Are they being used by programs?
Templates
Email Testing
  • How are you using email testing? Is your method still effective?
Privacy & Compliance
  • Do all your emails have the appropriate footers? Consider GDPR, CASL, CAN-SPAM, CCPA, etc. for compliance implications.

tip icon TIP: Remember to always consult your Legal team on these compliance issues. Ask your team about previous initiatives to maintain compliance before making any changes.

Snippets snippets

Area
Review Focus
Snippets
  • How many snippets are there? Are they being used?
         If not, consider using them for email and Landing Page footer content, logos, and more.

All Assets all-assets

Area
Review Focus
Asset Status
  • How many assets are in Draft and Approved with Draft status (e.g., e.g., emails, Landing Pages, forms, snippets)?
         If there are many, consider deleting or approving them.
Asset Sharing

note icon NOTE: It's important to know this as actions taken in one Workspace might lead to an inaccessible asset in a different Workspace for another user.

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