Inherited Instance: Design Studio Checklist inherited-instance-design-studio-checklist
- Topics:
- Getting Started
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
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How many global Landing Pages are there? Are they being used by programs?
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Do you have a subscription center set up?
     If not, consider creating one.
- How many Landing Page templates are there? Are they being leveraged?
- How many Landing Page test groups are they? Are they all still relevant?
- Do all your Landing Pages have the appropriate footers?
Images & Files images-and-files
- Do images and files have consistent naming conventions?
- Are images and files organized appropriately and easy to search?
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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
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How many global forms are there?
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Do most programs use global or local forms?
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Are all forms gathering the right data for Marketing and Sales?
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Are hidden values leveraged appropriately?
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Are any Marketo Engage forms being used on non-Marketo Engage Landing Pages? How are they being referenced?
TIP: Update pages where you embed Marketo Engage forms with the new embed code introduced (requires secured landing pages).
- Are your form fields primarily picklists or open text fields?
TIP: If they're open text fields, consider switching them to picklists to prevent messy data.
- 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: 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
- How many global emails are there? Are they being used by programs?
- How many email templates are there? Are they being leveraged?
- How are you using email testing? Is your method still effective?
- Do all your emails have the appropriate footers? Consider GDPR, CASL, CAN-SPAM, CCPA, etc. for compliance implications.
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
- 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
- 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.
- Which assets are shared across Workspaces?
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.