Marketo Instance Setup | Community
Skip to main content
Level 2
Apr 7, 2021 2:48 PM UTC
Solved

Marketo Instance Setup

Hi,

 

We have taken the Marketo subscription recently and wanted to understand the best practices while setting up the instance. Also it'll be great if you can share the setup checklist based on your experience.

 

Regards,

Saurabh

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Amy_Goldfine
Amy_GoldfineAccepted solution
Level 9
Apr 7, 2021 11:35 PM UTC

Agree with Kelly Jo and Katja. You need to hire an expert to do your implementation. Marketo is complicated and very flexible, and it's a huge mess if you don't start out with a good foundation. Otherwise it's like buying a Ferrari and not getting your driver's license. Marketo offers implementation services, and there are also Marketo partners that do implementation as well as ongoing consulting. I have used Etumos and Digital Pi and can recommend them both. Yes, it's going to cost you more money up front, but you're going to save a lot of money and headache down the road.

Amy GoldfineMarketo Champion & Adobe Community Advisor

7 replies

Level 6
Apr 8, 2021 8:42 AM UTC

Hi Saurah, 

 

Please go through the Marketo Docs it has everything you are looking forward for.

 

Thanks

Translate
SanfordWhiteman
Level 10
Apr 8, 2021 1:10 AM UTC

Chiming in to agree with the others.

Translate
KellyJoHorton
Level 3
Apr 7, 2021 6:56 PM UTC

Do not do this yourself if you haven't done it before. Especially the DKIM and SPF for branded landing page domain and email links.

 

There is a very long list of best practices to consider in these buckets:

  • Governance
  • Naming conventions
  • Custom permissions and roles
  • Integrations
  • Landing page and email templates
  • Segmentations
  • Operational programs

And the list goes on. 

Translate
Kelly Jo HortonSenior Client PartnerEtumos503.928.1928khorton@etumos.com
Amy_Goldfine
Amy_GoldfineAccepted solution
Level 9
Apr 7, 2021 11:35 PM UTC

Agree with Kelly Jo and Katja. You need to hire an expert to do your implementation. Marketo is complicated and very flexible, and it's a huge mess if you don't start out with a good foundation. Otherwise it's like buying a Ferrari and not getting your driver's license. Marketo offers implementation services, and there are also Marketo partners that do implementation as well as ongoing consulting. I have used Etumos and Digital Pi and can recommend them both. Yes, it's going to cost you more money up front, but you're going to save a lot of money and headache down the road.

Translate
Amy GoldfineMarketo Champion & Adobe Community Advisor
Katja_Keesom
Community Manager
Apr 7, 2021 3:12 PM UTC

Wow, that's something you are asking there. Setting up an instance has several components like basic configuration, CRM integration, migrating data and campaigns from your old platform, setting up your basic campaign structures. Do you have any users with experience in the platform or an agency helping you?

Translate
Level 2
Apr 8, 2021 5:59 AM UTC

Thank you so much for the reply. I am an MCE and have done many implementations. I was just curious to know your experience and best practices you followed.

Translate