Account Engagement Audit Checklist

Checklist Highlights:

Forms and Conversion points

Data and Segmentation

Scoring Categories

Why run a Marketing Cloud Account Engagement audit?

There are plenty of reasons we need to perform quarterly audits of our MCAE accounts. For example:

 

  • To make sure any third-party marketing systems, your CRM, and MCAE are talking to each other correctly and avoid technical mistakes.
     
  • So you can set up the right folder structure for easy access to Campaign reporting and easy implementation of scoring categories.
     
  • To create a visual of your customers’ automated journey including entry and exit points, campaign crossover, and opportunities to improve.
     
  • For reviewing and improving how leads are managed i.e. when they become sales-qualified and the processes for handing over to the sales team.
     
  • To sense check that your scoring and grading models are still robust as your business grows and strategies evolve.
     
  • So you can maintain a clean database that is accurate and healthy i.e. without duplicate prospects or including cold or inaccurate data points.
     
  • To ensure you are GDPR compliant, again this comes back to database management but also how you capture and market to leads.
     
  • To maintain a tidy and organised MCAE account
     
  • To uncover new opportunities to use your MCAE automation tool for improved lead generation and nurture.

 

Download the free Marketing Cloud Account Engagement Audit Checklist today and rest assured your account is doing the best it can for you.

 

 

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MarCloud is a great Pardot Partner to work with: fantastic knowledge, high quality of work, great communication and consistency in the team throughout the project.
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