How-to Troubleshoot Marketo Issues
Overview Although Marketo offers a powerful Marketing Automation platform, encountering system issues is inevitable. When faced with the sudden panic of a Slack message asking “is Marketo broken?” or receiving the dreaded Marketo sync error email, it’s important to react promptly and effectively. Swift troubleshooting is crucial to minimize disruptions and ensure your marketing campaigns…
Comparing Foundational Features Across Marketing Automation Platforms
Overview There are several marketing automation platforms (MAPs) on the market, and they more or less aim to address the same key business needs. However, the nuances of how the platforms support these functions can vary greatly. Whether making the leap into marketing automation, considering a platform switch, or onboarding new team members, foundational knowledge…
Driving Success Through Data: Marketing Operations’ Influence on Content Performance
Unlocking the Potential of Your Marketing Content In its many forms, content plays a crucial role in overall marketing strategy because it provides valuable opportunities to engage, educate, and influence prospective buyers at various stages of the customer journey. Marketing operations teams develop content-tracking programs and measure the performance of content assets by integrating disparate…
How to use Marketo’s Idle Campaign Cleanup to Spot Optimizations in your Instance
Overview Once a quarter, Marketo will automatically deactivate triggered Smart Campaigns that no longer trigger activity (defined as no activity within at least 6 months). These will get deactivated automatically if no action is taken. Marketo will notify you of this activity taking place through the notification section of Marketo. If you’re subscribed to these…
Bots 101
Overview Digital marketing is an ever-evolving industry where the role of bots has become increasingly prominent. When utilizing platforms such as Marketo, grasping the intricacies of bot behavior becomes crucial for maintaining campaign effectiveness and system functionality. Bots have the ability to significantly skew analytics and disrupt operations. In this blog, we’ll delve into the…
Beyond Chaos: Maintaining Sanity in Marketo Field Management
Overview If you’ve landed at this article, chances are you have already conducted a full field audit. Fields play a crucial role in Marketo, serving as the backbone for data storage, target list creation, database filtering, and data synchronization with other systems. However, as Marketo instances age, field management can become a challenge, leading to…
8 Tips to Optimize your HubSpot Lifecycle Stages
Read this before building/updating your Lifecycle Stages in HubSpot… I promise this won’t be one of those recipe-type articles where I tell you the back story behind what motivated me to be in MOPs, what lifecycle means to me, or the origin of lifecycle. Let’s just get straight to it. You’re likely here because you…
Get Your Time Back: 3 Time Saving Tools for Every MOPs Pro
Overview Check your email, check your Slack, jump on a meeting, answer a Slack, and on and on and on. And that’s all before 9 am. In the MOPs world it’s a battle to control your time and make the most of every minute when you have stakeholders to support and requests coming at you…
How to: Salesforce Flows to Populate UTM Campaign Member Fields
Overview This is a quick guide on how to build a Salesforce flow to populate custom UTM fields on the campaign object. The Salesforce campaign object comes with default fields but sometimes those are just not enough to capture the information you need. Enter custom campaign object fields! You can create your own custom fields…
Critical Checklist: 8 Must-Haves When Hiring a Marketing Operations Agency
Introduction In today’s economic landscape, marketing teams face the challenge of optimizing their marketing operations while working within tighter budgets and leaner teams. As someone who has been in marketing operations through the boom times, the pandemic, and now in the current environment of higher interest rates and even higher inflation, I’ve observed several key…