Key Information and Maintenance Guidelines Flashcards

What is the maximum number of tokens (leads) that can be used in a single Marketo smart list filter for optimal performance?

Answer: Best practice recommends keeping individual smart lists under 1 million leads to maintain performance

While Marketo has no hard per-smart-list limit, best practice recommends segmenting large audiences to ensure fast processing and campaign execution.

In Marketo's Admin panel, what does the 'Audit Trail' feature provide?

Answer: A chronological record of changes made to Marketo assets and configurations by users

The Audit Trail logs who changed what and when across Marketo assets and Admin settings, supporting governance and troubleshooting.

What is the correct way to retire an old Marketo program that is no longer in use?

Answer: Deactivate all smart campaigns within the program, archive the program, and document it in a naming convention

Deactivating campaigns, archiving the program, and documenting changes ensures a clean instance without permanently losing historical data.

Which Marketo setting controls whether new leads created via CRM sync are added to a specific partition?

Answer: Default Lead Partition in Admin > Workspaces and Partitions

The Default Lead Partition setting determines which partition new leads from CRM sync are assigned to automatically.

What is the recommended practice for testing a Marketo email before sending it to the full list?

Answer: Use the 'Send Sample' feature or create a test smart list with internal addresses to validate rendering and links

Sending samples to internal addresses and using a test smart list validates rendering across email clients and ensures all links work before the full send.

What is a 'Program Status' in Marketo and why is it important to maintain correctly?

Answer: A lead's progression stage within a specific program, used to track engagement and report on program success

Program Statuses track where a lead is in a program's engagement funnel and power program-level analytics and revenue reporting.

What should an administrator do if a Marketo custom field is no longer needed but contains historical data?

Answer: Hide the field from forms and exports, but retain it to preserve historical data unless a full data audit clears it for removal

Hiding obsolete fields from active use preserves historical data integrity while keeping the instance clean; deletion should only follow a thorough audit.