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Abaran
Abaran
New Participant
October 19, 2017
Question

Q&A tool for your campaigns

  • October 19, 2017
  • 3 replies
  • 4293 views

Hello community

Does anyone has a good tool that help do Q&A of Marketo programs? something that is not Excel or Smartsheet but instead walks a person to each step of checking that a program has been properly tested.

We have lists with tens of things we need to check such as is the subject line there, do you have a sender, a reply to etc... to is the link working, does the email displays correctly, is it linked to SFDC, are the flow steps including xyx ... etc...

Best would be an opens source software we can use to build a question blow and just enter yes, no and why no.

Any suggestions would be great.

Thanks

Axel

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3 replies

Gerard_Donnell4
Gerard_Donnell4
New Participant
October 24, 2017

Hi @Axel Baran​,

So we have set up a Jira ticketing system for something similar.  You can personalise the types of tickets. For example a different type of ticket for, Email Blasts, Events, Webinars etc...

Before a person can submit a ticket they have to fill in the fields or check the boxes on the form. 

We use this for Marketing Managers that want our team to schedule emails they have created.  Before they can submit the schedule ticket to our team they have to check all the boxes on the form.  Some of the boxes are:

  • Subject Line Present
  • Preheader added
  • Alt tags on images
  • CTA's Tested and Work
  • Images Load

This means that are team are not going back and forth asking for extra information to complete the send.  If someone submits a ticket and one of the things are not completed (They just checked all the boxes) then their ticket goes to the back of the queue and they have to resubmit it again which usually means there timeframe isn't met.

I know this is a slightly different process as yours.  We still do a QA before scheduling the emails, but by pushing the onus on the Marketing Manager to have all that completed beforehand, it has reduced our teams QA process time.  One thing I would add is that if another team is involved in the QA process as I have described above, then you have to make them feel the pain of not following the process.  In my example their email doesn't go out on time. Only by having consequences for not following protocols can you have a smooth running process.

There is an OpenSource alternative of Jira: https://www.openproject.org/jira-alternative/ 

Thanks,

Gerard

Abaran
AbaranAuthor
New Participant
October 24, 2017

Hi Gerard,

This is great idea. We currently use Jira already for our marketing program requests. In my previous role I was using Asana and Wufoo forms to achieve the same thing.

We already have a process in place were we gather all info from the program managers as to what they want us to build in Marketo. It is probably similar to the process you currently use and outlined above.

The new processes, i am looking to build, is a QA process once the programs have been built and ready to send. Do you have process to check all elements are correct. I can see how we could create a Jira form for this, where we ask all questions and check a box to say if pass or fail. If we include multiple languages and have to add comments to each steps so we can go back and change a fail to pass one the changes have been made when an error is found, this could be very complicated. I would like this to be more automated than using Excel or Smartsheets as it also means visibility on what the Marketing Operations team is doing to ensure high level of quality.

Thoughts?

Gerard_Donnell4
Gerard_Donnell4
New Participant
October 19, 2017

Can you give more of a breakdown on your current process.  Who is currently filling in this sheet? Who then reviews it? How many do QA's do you do a day? etc...

Thanks,

Gerard

R
rachel2-2
New Participant
October 19, 2017

We don't have a checklist like this at the moment. When we first started having a review process, we used Trello cards with checklists for each, but now we just have a rule that any email must be approved by 2 other people before sending. If you're sent an email sample to review, you click every link, make sure images work, etc.

R
rachel2-2
New Participant
October 19, 2017

Typeform maybe? Or a Google sheets form? Asana?

Abaran
AbaranAuthor
New Participant
October 20, 2017

Thanks Rachel for replying back to me

The tools are similar than using excel or smarthseets. I am looking for something a bit more process orientated and that can be automated. I found load of apps that can do this but they are geared toward software or hardware development QA. not marketing QA. I am sure someone must have build something like this. i just can't find one.

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