3 Reasons for a Marketing Cloud Account Engagement Health Check in 2023
- December 27, 2022
- Pardot Admin, Slalom
Photo by Alena Darmel from Pexels
With 2023 just around the corner, there’s no better time to execute a health check of your Marketing Cloud Account Engagement (MCAE) — formerly Pardot — platform than in the new year.
What is an MCAE health check?
A health check is an in-depth review of your MCAE account, and the processes built within it (Think: lead assignment process), from top to bottom. Health checks identify foundational problems and opportunities for optimization and growth.
While it’s important to perform MCAE maintenance regularly to keep a clean, current system, it is not always necessary to go deep with a proper health check.
So, when is the right time?
If any of these three scenarios sounds familiar to you, consider doing a health check:
1. You’ve experienced resource changes.
Many organizations have seen a lot of staffing changes over the past three years, largely attributed to COVID-19 driven turnover. This attrition is forcing many companies to navigate the challenge of losing their most experienced MCAE Administrator without a robust system for training the new hires (if there are any).
Admins new to MCAE don’t always fully grasp the mechanics of the system, history, and conventions due to lack of process documentation or a “playbook” that explains assets, automations, and their purposes. Left “untreated”, critical assets get deleted and downstream processes break ungracefully. As a result, admins and non-admins alike are left overwhelmed and discouraged — to say nothing of significant harm to business continuity and prospect or customer experience.
2. You’re exceeding database or usage limits.
If you are getting MCAE emails saying that your mailable database limit has been exceeded or you’re trying to set up an automation rule and you don’t have any available you’ve hit your usage limits.
Once that happens, you have two options:
- Buy more usage (if that’s even an option).
- Hatch a strategy to manage database limits (which often includes deleting data you no longer need).
Unfortunately, there’s no easy hack for a good cleanup and the need to dig through a trough of marketing assets can be overwhelming — trying to determine what’s current, what’s old, what’s being used for operational processes, what needs to be updated, etc.
3. You plan to perform optimizations and enhancements.
Do you still have outdated system settings like the MCAE-Salesforce connector version one (V1)? Have you connected your MCAE and Salesforce campaigns? Are you yearning for those newer features you’re not leveraging today: scoring categories, progressive profiling on forms, or grading profiles for lead qualification?
Before you rush into upgrades, it’s best to audit your MCAE-Salesforce systems to ensure pre-requisites are met.
Bonus reason: You’ve never done one!
Maybe you are reading this post because you didn’t know what a Health Check was and have never done one. Think of a Health Check as Spring cleaning your house: it’s crucial to keep your MCAE account clean, organized, and up to date with new releases and policies.
Summary
Start off 2023 right with a health check on your MCAE org. This will help put you and your company in tip-top shape, and you’ll be prepared for the enhancements you need to take your marketing to the next level.
Slalom is a global consulting firm that helps people and organizations dream bigger, move faster, and build better tomorrows for all. Learn more and reach out today.
This Pardot article written by:
Slalom
Slalom is a global consulting firm that helps people and organizations dream bigger, move faster, and build better tomorrows for all. Slalom has 8 Salesforce Marketing Champions and 50+ Pardot Certified Consultants.
Original Pardot Article: https://medium.com/slalom-technology/3-reasons-for-a-marketing-cloud-account-engagement-health-check-in-2023-af892014fa92?source=rss----5bb89415d4fd---4
Find more great Pardot articles at https://medium.com/slalom-technology
Pardot Experts Blog
We have categorized all the different Pardot articles by topics.
Pardot Topic Categories
- Account Based Marketing (ABM) (7)
- Business Units (14)
- ChatGPT / AI (3)
- Completion Actions (5)
- Connectors (10)
- Custom Redirects (4)
- Data Cloud (2)
- Demand Generation (8)
- Dynamic Content (6)
- Einstein Features (12)
- Email Delivery (17)
- Email Open Rates (3)
- Pardot A/B Testing (2)
- Email Mailability (16)
- Do Not Email (1)
- Double Opt-in (2)
- Opt Out / Unsubscribe (14)
- Email Preferences Page (6)
- Engagement Studio (16)
- Industries (1)
- Non Profit (1)
- Landing Pages (9)
- Lead Generation (1)
- Lead Management (13)
- Lead Routing (3)
- Lead Scoring (16)
- Leads (3)
- Marketing Analytics – B2BMA (9)
- Marketing Automation (1)
- Marketing Cloud (3)
- Marketing Cloud Account Engagement (4)
- Marketing Cloud Growth (2)
- New Pardot Features (6)
- Opportunities (2)
- Optimization (2)
- Pardot Admin (64)
- Duplicates (1)
- Marketing Ops (1)
- Pardot Alerts (1)
- Pardot API (2)
- Pardot Automations (3)
- Pardot Careers (12)
- Pardot Certifications (4)
- Pardot Consulting (1)
- Pardot Cookies (3)
- Pardot Custom Objects (3)
- Pardot Email Builder (8)
- Pardot Email Templates (9)
- HML (6)
- Pardot Events (16)
- Pardot External Actions (1)
- Pardot External Activities (4)
- Pardot Forms (29)
- Form Handlers (8)
- Pardot Integrations (20)
- Data Cloud (1)
- Slack (1)
- Pardot Lead Grading (5)
- Pardot Lead Source (2)
- Pardot Lightning (1)
- Pardot Migration (1)
- Pardot Nurture / Drip Campaigns (1)
- Pardot Personalization (3)
- Pardot Profiles (1)
- Pardot Releases (18)
- Pardot Sandboxes (2)
- Pardot Segmentation (5)
- Pardot Strategy (7)
- Pardot Sync (2)
- Pardot Sync Errors (1)
- Pardot Tracker Domains (5)
- Pardot Training (3)
- Pardot Vs Other MAPs (4)
- Pardot Website Tracking (2)
- Reporting (22)
- Salesforce and Pardot (31)
- Marketing Data Sharing (2)
- Pardot Users (3)
- Salesforce Automation (5)
- Salesforce Flows (2)
- Salesforce Campaigns (20)
- Salesforce CRM (3)
- Record Types (1)
- Salesforce Engage (3)
- Salesforce Queues (2)
- Security and Privacy (1)
- Tags (3)
- The Authors (504)
- Cheshire Impact (9)
- Greenkey Digital (51)
- Invado Solutions (37)
- Jenna Molby (9)
- Marcloud Consulting (6)
- Nebula Consulting (60)
- Pardot Geeks (44)
- Salesforce Ben | The Drip (235)
- SalesLabX (3)
- Slalom (4)
- Unfettered Marketing (46)
- Uncategorized (1)
- Website Tracking (2)
- Website Search (1)
More Pardot Articles
See all posts
This Pardot article written by:
Slalom
Slalom is a global consulting firm that helps people and organizations dream bigger, move faster, and build better tomorrows for all. Slalom has 8 Salesforce Marketing Champions and 50+ Pardot Certified Consultants.
Original Pardot Article: https://medium.com/slalom-technology/3-reasons-for-a-marketing-cloud-account-engagement-health-check-in-2023-af892014fa92?source=rss----5bb89415d4fd---4
Find more great Pardot articles at https://medium.com/slalom-technology