10 things to do with Marketo Engage in 2022

Marketo Engage in 2022
Maddie Vararu


We wish you a productive and successful year to come with Marketo Engage and hope these 10 things will help you in your journey to get there. 

  1. New year. Fresh start

First things first, a clean up is in order. Start the year how you mean to go on… with a clean and fully functioning database. By reducing your non-marketable database i.e. dirty data your campaigns will be more effective, productivity levels boosted and keep you on top of license fees – making sure you’re not paying for incorrect data. Here’s our Data Management Handbook which will tell you everything you need to know and how to keep up with your database from here on out. 

  1. Archive it

Archive inactive programs from 2021. To keep your structures tidy and make archived programs easy to find, we recommend a naming structure similar to this:

  1. Safety first

Check your user accesses and security settings to ensure a secure start to 2022. We have a system for this, similar to the below – we’ll be publishing a downloadable tool to help with this soon.

  1. A look back on the year 

Review your performance reporting for 2021 – does it create a full picture around marketing progress and activities for the year? If not, review your metrics and optimise so you’re recording the correct data for 2022  Our reporting success handbook can help you with this. 

  1. Get the ideas flowing 

Why not kick start some fresh thinking for your 2022 marketing activities? Our free Marketo audit can be just the thing to highlight those red flags or fuel us with new ideas.

  1. Develop your roadmap for Marketo Engage in 2022 

Your Marketo roadmap which explores priorities, effort and resources required, and how they can be delivered – including if and when external help is required, can set you up for a successful year, following a clear path that will help you to grow your ROI from Marketo. 

  1. Get skills up to speed for the year ahead 

A simple exercise of reviewing current capabilities within the team, versus the desired level required to carry out the year’s activities is worthwhile and will uncover any gaps. Get individual training to move up a level in Marketo proficiency or bring an entire team up to speed with the platform with team training, we have a range of self-paced Marketo training options available.

  1. Implement testing and quality control processes 

When it comes to Marketo, tried and tested, best practice processes work best. 

Check out our downloads for pre-flight checklists for email sends and webinars.

  1. Go beyond marketing campaigns 

Consider integrating additional data sources to facilitate customization of your marketing campaigns – minimise human input and increase content success. Sit back, leave campaign execution to Marketo Engage in this 2022, and watch your business grow… ahhh the joys of Marketing Automation! Need help with the development of a bespoke campaign strategy? We’ve got you covered.  

  1. Communicate your wins

Celebrating the success you achieve through marketing operations will not only be a big motivation for your marketing team but a bonus for sales teams and a massive win with management and most importantly your customers. No sidelining – shout out about pure facts and success!  


Before you go, don’t miss these 5 tips and tricks from our experts to help you get the most out of your Marketo platform this year. 

If you need a hand with the execution of any of these elements or have further questions – get in touch, our experts are here to help.