Find Everything You Need Inside Your Account Engagement Instance

Organizational structure with folders and naming conventions are the basis for scalability. If you begin your marketing automation journey without either of these, chances are you’ll end up with a mess. A clean, organized Account Engagement instance creates efficiencies and allows marketers to reach task completion with as little time, energy, and money as possible.

This guide will show you how to:

• Create a consistent naming convention that works with Account Engagement’s search functionality and character limits

• Better group together assets from the same campaign types

• Scale your organization across regions and lines of business

Check out these other resources:

• Structuring for Scale: How to Create Organizational Efficiencies In Pardot

• Marketing Cloud Account Engagement Organization Best Practices for Folder Structure and Asset Naming

• MOPs Basics: Three Forms You Need in Account Engagement