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Anonymous
Oct 31, 2016 4:58 PM UTC
Question

Instance Audit

Does anyone have any general tips? We're doing an entire audit on our instance.

We're keeping tabs on things such as:
- Program/Campaign tags and naming convention

- Race conditions

- Request Campaign

Any feedback is greatly appreciated!

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3 replies

Josh_Hill13
Josh_Hill13
Level 10
Oct 31, 2016 6:32 PM UTC

Some tips https://www.marketingrockstarguides.com/marketo-consulting/marketo-system-audit/  (not a sales pitch)

www.marketingrockstarguides.com/?s=system+audit

There are also a host of free articles on this.

Google

I believe @Kristen Malkovich​ had slides on this at the last MUG or Summit. There are some decks on slideshare.

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Devraj_Grewal
Devraj_Grewal
Level 10
Oct 31, 2016 5:28 PM UTC

I would definitely recommend adding "Database" to this list. That includes normalizing all data (i.e. state, country, time zone, industry, etc.) for inconsistencies (i.e. spelling mistakes, undesired region, undesired industry, etc.). Having a clean and up-to-date database is extremely important.

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MarcSirkn
MarcSirkn
Level 2
Apr 3, 2020 8:56 PM UTC

How did the audit go - are you able to share any docs or templates you used?

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--Marc SirkinSVP Marketing & ExperienceThird Door Media
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