Hi guys. I hope you are marvellously well.
We discuss today about a topic
that's not really important at first,
but that may be crucial
on the long run in Marketo:
the way you name
your folders and your programmes.
That's key to collaborate efficiently
and to have a light Marketo on the long run.
We see that right away.
I'm Sylvain Davril, Founder of Merlin/Leonard
and certainly the team's Leonard,
and this is a new Marketo Tip.
I'm in my Marketo here
and here's my folder hierarchy.
How did we decide to divide all the folders?
I'm not sure that's the best approach,
but it works pretty well for what I want to do.
Basically, we divided here a high level folder
with all the marketing programmes
that will touch the prospects and customers,
all of the operational programmes
that run in the background.
The Examples folder that's specific
to Merlin/Leonard just to showcase
some campaigns to prospects.
Here we have our Archive folder
and here we have all the tests.
Basically in here, you see, we've put zzz here
so that Marketo puts this folder
at the bottom of the list.
Basically, it will sort
everything alphabetically.
Everything in Test can be destroyed
whenever I want.
That's the rule.
Here, Archive will basically be
a storage box where you can put
your old folders and programmes
so they will stay in Marketo,
you will still have the KPIs and everything,
but they will not appear on a day-to-day basis
when you scroll down into a drop-down list
for smart campaigns and programmes.
You will not see here all the archived programmes
and smart campaigns, so that's pretty useful.
Examples specific to Merlin/Leonard.
Here we have all our marketing campaigns,
again, divided in two.
All the ongoing programmes that run,
that are always on basically,
all the trainings, loyalty,
nurturing, sales process,
content download, web forms
and workshop offers.
So everything that's basically
on the website or working,
waiting for a prospect
or customer behaviour.
And everything
that's in the editorial calendar,
meaning the webinars,
events, the promotional emails,
things like that, all the training we do,
the specific training
we have each month on Marketo.
And we've decided to prefix
every folder with ML,
that would be in case
we have several brands.
That was the case in the past.
It's not the case any more.
So if you have several brands,
you may want to begin
with two or three letters of your brand.
If you have multiple countries to manage
and you don't have any workspace,
so you have to manage everything
in one workspace,
you would add then two or three letters,
again, regarding the country,
which is not the case for Merlin/Leonard.
And then, we have here the date
for the folder based on the calendar.
And why we do that?
Because if we deep dive into that
the subfolder will have to have the parent name.
Why is that?
In Marketo, you cannot have
two folders having the same name.
It's not possible,
even if they are in different workspaces.
So you have to make sure
that each time you create a folder
you will not run into the same name.
That's why my rule is to copy
the parent folder name in the child folder name.
I don't have a huge hierarchy,
so that basically stops here.
But it prevents to arrive
to this error message
saying that another folder
with the same name exists already.
Here, folders with everything related
to editorial calendar
β webinars, training, events β
and here all the ongoing campaigns,
and we just put 01 for all those.
And then, we arrive to the programmes.
It's the same in Design Studio,
Database, Analytics.
It's less complex,
but you still have to think about
your folder hierarchy and naming convention.
Then for the programmes,
if I go here in my Marketo Office Hours,
for instance,
again, two or three letters
to start with the brand.
Then I would have β it's not the case here β
two or three letters regarding the country.
Then we have three letters or two,
it depends, regarding the type of programmes.
GTM basically is the Marketo Office Hours.
We used to use Go To Meeting for that.
Basically, that's where the three come from.
I should rename that MOH.
But now all my rules regarding
the scoring, lead life cycle,
data management
are based on those three letters,
so I am a bit stuck with those.
What's the purpose
of the naming convention here?
First is for a bit of collaboration.
Everybody uses
the same naming conventions.
So if you look at a programme
done by a colleague,
you will not lose a lot of time
understanding what is this programme.
So basically it avoids mistakes
and you can lose a lot of time
if the naming convention is a mess.
You don't want that
because it will then trigger huge mistakes,
meaning wrong emails sent to customers,
things like that, and you don't want that.
And the second thing is that
having a clear naming convention helps
to do easier campaigns.
For instance, in scoring, data management,
you can target easily all the emails
or all the programmes Marketo Office Hour
if you target those three letters, GTM.
That's a huge help when you come down
to data management, scoring and things like that.
Then we have the date
and here it will help me, for instance,
if I'm in a drop-down list here
and I'm looking for a Marketo Office Hour
I did on December 22,
that's very easy to find because
here I've got all the smart campaigns
of all the Marketo Office Hours
I did in this month.
So that's a huge help
to find anything easily into Marketo.
I think that's all and I hope it helps.
Just tell me what kind of folder hierarchy
and naming convention you have.
That would be interesting.
Bye, guys.