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The Efficiency Playbook: Your Guide to Doing More with Less in Marketing Operations

Overview In today’s fast-paced marketing landscape, teams are asked to accomplish more with fewer resources. Budget cuts, lean teams, and shifting priorities require marketing operations professionals to maximize efficiency while maintaining effectiveness. This guide serves as the go-to resource for optimizing marketing operations by leveraging automation, process standardization, and strategic training. Below, we break down…

Managing the Marketo to SFDC Campaign Sync

Overview Understanding how to synchronize Marketing efforts with Salesforce campaigns is essential for effective lead management and alignment with sales. Marketo Engage records can be added to SFDC campaigns in two main ways: via program-level sync or via flow steps and each has pros, cons, and special considerations to keep in mind when you are…

Maximizing Marketing Impact with Personalization Tools

Overview Maximizing the impact of your marketing efforts is something all marketers strive to do. In order to accomplish this though, your marketing team will need to create campaigns that are relevant and will resonate with their target audiences. But how can this be done? The answer – personalized marketing content! Marketo Engage’s abundance of…

Marketo Interactive Webinar Feature

Overview Marketo’s Interactive Webinar feature is a comprehensive tool designed to streamline and enhance webinar marketing efforts. It allows marketers the ability to manage the creation of a webinar campaign end to end without having to purchase an additional 3rd party webinar platform. This is all taken care of within Marketo! What is the Marketo…

Marketing Operations Reporting 101: Marketo People Performance Reporting

Overview Do you need help getting started with reporting in Marketo Engage? Get a deep dive into Marketo People Performance Reporting and how to update the report to meet your marketing operations team needs. Watch Now 

Troubleshooting HubSpot Deliverability

Overview When it comes to problem solving in marketing operations, most scenarios are cut and dry. Spot an issue, look at the activities or data associated with the error and fix it. But when it comes to email deliverability, the cause and solution can be much more complex to solve. In email deliverability, there are…

Into the Sunset: Shutting Down Your Marketo Instance

Overview That shiny new piece of marketing automation software is garnering all the attention with your team and rightfully so. However, sunsetting your Marketo Engage instance is not as simple as turning the off switch. Usually during the post go-live of a migration project you start to notice some small things that you may not…

Marketing Operations Reporting 101: Marketo Email Performance Reporting

Overview Do you need help getting started with reporting in Marketo Engage? Get a deep dive into Marketo Email Performance Reporting and how to update the report to meet your marketing operations team needs. Watch Now 

HubSpot 101: How to Manage Marketing Contacts/Non-Marketing Contacts

Overview Every Marketing Hub Subscription comes with a contact tier, which is the number of allotted marketing contacts allowed in the database. Any contact marked as non-marketing does not count towards your contact tier, meaning you are not charged for those contacts. HubSpot Marketing Contacts Explained A HubSpot Marketing Contact is a contact in your…

MOPs QA Tips & Tricks

Overview QA, or lack of, got you down? If you’re not sure where to start with QA or if you’re questioning your current QA process, you’re in the right place. We have specific strategies and a few tips & tricks to help you develop a QA process for both Campaign Operations and Platform Operations that…