Avoid Problems by Performing the 5 Checks after Every Marketo Login
Do you look at the wheel of your car or truck if it is inflated just before you take it for a drive? Another thing that you must also examine is the oil level. A lot of people don’t bother; they simply jump in and drive.
Nonetheless, if you had your engine overheat or one of the tires goes flat, the likelihood is that you do check. A professional driver is more prudent as compared to those who are just learning to drive a car.
When making use of Marketo, it is also very important to apply some precautionary actions. A quick check on the system is always done by professionals after every Marketo login as they know that if something is broken or near to breaking, there’ll be serious consequences.
Here, I’m going to uncover the checklist every expert Marketo user makes right after a Marketo login.
See if Marketo Munchkin tracking is functioning
A car’s front lights and also the Marketo Munchkin have very similar function. Without them, Marketo cannot ‘see’. The majority of the campaign will fail in the event your Marketo Munchkin code is not working as it would make the triggers to breakdown. One other issue that might arise is the failure to collect analytics data that are very valuable.
Determining if the Munchkin code in your web page was not removed unintentionally is extremely important that is why you have to take a look at it each week, but bear in mind that your assessment shouldn’t stop here.
Even if the headlights of your car or truck are still there, it doesn’t guarantee that they will function properly. You need to turn them on to be sure.
The CRM Sync must be activated
The CRM (Salesforce, MS Dynamics, etc) sync is the fuel tank of Marketo; it’s essential to check the gauge! Serious problems will happen in the event the sync continuously breakdown like campaigns not working correctly, data being overwritten and redundant leads just to name a few.
The campaign queue needs to be examined after Marketo login
The campaign queue in Marketo is completely essential. One of the biggest misconceptions about it is that it won’t bring about any complications. Quite the opposite, it can actually lead to some critical issues that is why you need to examine it as well.
Preventing your Marketo from overloading is significant that is why the campaign queue should be inspected. Too many triggers operating at the same time is the major thing that you have to check. Aside from triggers that are launching long after they are supposed to, other issues that are not easy to diagnose will also occur.
Marketo’s Notification tab functions in the same manner as a car dashboard system, which can reveal which part is having some problems.
Amongst other things, the notifications will let you know if the CRM sync or if a certain campaign failed. You can also subscribe to these alerts, which is beneficial when you are new to Marketo.
Take a look at personal time zone and Marketo time zone
This check is for admins who use a variety of Marketo logins or have multiple Marketo instances. It’s just like adjusting the seat and the mirrors; you have to do it when you are using somebody else’s car, or the very first time you drive yours.
I include this one as it gets me each and every time. It will be a mistake to skip on this check since you will be taking a look at the wrong time zone, which causes you to end up imaging problems.
You should make sure your personal time zone AND your instance time zone is correct.
It is strongly suggested that you make use of this guideline when you Marketo login once again. A number of potential issues could be prevented by carrying out these assessments. If you have any other favorite checks, please give us a note and we’ll include it.