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Tips and Tricks for implementing a new Marketo Engage instance

Welcome to ÃÛ¶¹ÊÓƵ Marketo Engage! Setting a new instance up is the first step to uplift your digital marketing strategy with marketing automation. The key to a successful Marketo Engage implementation is documentation.

This ‘Implementing A New Instance Tips and Tricks’ series is sourced from ÃÛ¶¹ÊÓƵ Marketo Engage Champions who have conquered implementation before. The tutorial provides step by step guidance for new admins to manage the implementation project cross-functionally and configure technical settings independently. Selective topics also accompany downloadable checklists and templates for you to customize for your own needs without starting from scratch. Let’s dive into the wisdom of your peers!

Topics and what you will learn

• Manage stakeholders to implement Marketo Engage
  Learn strategies for managing stakeholders effectively during the implementation of your Marketo Engage instance. This tutorial provides actionable tips to uncover your stakeholders needs, gain leadership buy-in, and communicate cross-functionally to seek implementation support.

• Planning for a new Marketo Engage implementation
  Learn more about the essential planning and cross-functional team collaboration for successfully implementing a new Marketo Engage instance. This tutorial provides sample milestones, team engagements, and resource allocations for a seamless Marketo Engage implementation.

• Developing internal onboarding and training roadshow
  Learn how to establish a robust procedure for creating and maintaining documentation and changelog for your Marketo Engage instance. This will not only save time for your team’s knowledge sharing but also enhance the health and efficiency of your instance.

• Building a lead/person scoring model
  Learn more about the strategies used by Marketo Engage Champions for developing Scoring Models that your business needs.

• Syncing Fields for the Native CRM Connectors
  Learn how to streamline your initial CRM integration by strategically selecting the essential CRM fields for Marketo Engage to use. Conduct the Data Dictionary exercise to identify the fields you need for a smooth CRM sync that helps sales and marketing teams stay aligned.

  • Getting started with Salesforce sync
  • Getting started with Microsoft Dynamics sync

• Organizing a new instance and establishing naming conventions
  Learn how to set up a good organization within your Marketo Engage instance, allowing future marketers within your organization to easily navigate through the programs, modify the assets, and pull reports.

• Designing omnichannel conversational marketing with Dynamic Chat
  Get a quick start to design conversational marketing with ÃÛ¶¹ÊÓƵ Dynamic Chat, the native conversational engagement channel within ÃÛ¶¹ÊÓƵ Marketo Engage. This tutorial offers actionable recipes to implement use cases such as sales meeting booking, website content engagement, and events/webinar promotion.

• Getting started on instance governance and documentation
  Learn essential strategies and best practices for getting started on your Marketo Engage governance and documentation. Discover how to create scalable documentation, streamline user training, and ensure building with a structure in your Marketo Engage instance.

Additional Resources

• Implementing a new Marketo Engage Instance with best practices checklists
  Each checklist provides valuable steps for you to keep track of your configuration progress. Use the downloadable checklists to document your work along the way for future instance audits and user onboarding.