How do you manage distributed teams?

Question

Hi All,

We have a field marketing team, that manages most events. We allow them create emails, landing pages, and campaigns, but we'd like to keep the reigns on scheduling and approving campaigns. Is there a way to set up alerts when they are finished, requesting our admins to review and approve? Curious as to how other teams handle multiple teams in Marketo. Do you guys just have a Marketo admin (or certified expert) on all teams within Marketo?

Tagging Houston User Group for some responses as well.

Amy_Goldfine · Accepted Answer

Wow Dan, that is really something!

There is a recent Champion blog that outlines a setup for a less complex team. Scaling MOPS and Marketo Teams: Roles and Process

I really do think that in the long run, it's in everyone's best interest to have Marketing Managers do their creative thing and MOPs people do Marketo, and don't muddle the two too much. Marketo has a steep learning curve and it's easy to mess things up. The more cooks in the Marketo kitchen, the less communication there is and the more opportunity for problems to arise.

Josh_Hill13 · Answer

No, there is no workflow or approvals process. Assuming you didn't give them permissions to approve pages or send items, then they would be forced to ask for final QA, which is what I do.

ideally you should train the local teams on Marketo use, perhaps identifying someone who can be a Power User or an MCE eventually. Most "regular" marketers do not need to be MCE, but they should be trained on their specific area to be more independent.

You define the rules, train, then let them handle it.

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