Do you examine the wheel of your car or truck if it is inflated before you take it for a drive? What about the fuel gauge or the oil level? However, people frequently use their vehicle without examining it first.
It would be a major problem if your tires suddenly go flat while you're driving or if the engine overheats in the middle of the highway. Chances are that you'll be performing the routine checks when you dealt with such problems. It is quite easy to identify the newbie from the expert driver as the latter is much more prudent.
Whenever using Marketo, it is also crucial to implement some preventive actions. After every Marketo login, experienced users will usually perform a quick check on the system since they understand what might happen if something is defective or near to breaking.
After a Marketo login, every pro Marketo user creates a checklist and I will be disclosing it here.
Determine if Marketo Munchkin tracking is working properly
The function of the Marketo Munchkin and the headlights of a car is somewhat similar. It will limit the performance of Marketo. Bear in mind that triggers won't work if your Marketo Munchkin code is not working , which in turn will lead to the failure of almost all campaigns. Collection of valuable analytics data won't be done if this problem persists.
Even though it is highly recommended that you carry out a weekly assessment, it is not enough since the only thing that it does is make certain that the Munchkin code in your website was not removed inadvertently.
Don't assume that the headlights of your vehicle will function efficiently because they're not smashed. You must turn them on to be certain.
Check if there is no problem with the CRM Sync
It is essential for every Marketo user to check out the CRM (Salesforce, MS Dynamics, etc) sync. Serious complications will occur if the sync continues to malfunction like campaigns not working correctly, data being overwritten and redundant leads just to name a few.
After Marketo login, the campaign queue must be checked
Every Marketo user should never overlook its campaign queue. Big troubles could take place because of it, but many users do not check it since they mistakenly believe that problems will not occur because of it.
It is crucial that the campaign queue is inspected since it is the most effective method to avoid overloading your Marketo. The primary thing to find is too many triggers working at once. Aside from triggers that are launching long after they should have, other issues that are hard to identify will also occur.
Take a look at Notifications
Marketo’s Notification tab functions in the same way as a car dashboard system, which can indicate which portion is having certain issues.
Any system malfunction will be reflected in the Notifications. It is highly recommended for new Marketo users to subscribe to these notifications.
Synchronization of user and Marketo time zone is crucial
Every admin must do this check especially if they are making use of a variety of Marketo logins. No doubt that adjusting the time zone is important as it is crucial for a driver, who is driving someone else's truck or is driving a new one for the first time, to adjust its mirrors or perhaps the seats.
I include this one as it gets me each and every time. Without this check, you wind up imaging issues mainly because you are looking at the wrong time zone.
Checking the accuracy of your personal time zone AND your instance time zone is required.
There is no doubt that every user must use this guideline on their next Marketo login (http://hooshmarketing.com.au/marketo/5-checks-pros-make-after-every-marketo-login/). Carrying out these checks will definitely help you. Do not hesitate to call us in case there are other really important checks that we failed to add here.
Marketo has a developer program and an open API to support LaunchPoint partners. For more information visit www.themarketingautomationforum.com.