Welcome to Marketo! Feel free to use the following checklist as a visual to-do list to get things started. Details can be found in Setup Steps.
Login to Marketo and Create Additional Users
1. Login to Marketo
2. Create additional users
Set up an Authorized Support Contact
3. Set up an authorized support contact
4. Customize Landing Page URLs
5. Select a Landing Page CNAME
6. Ask IT to create a DNS Record for your Landing Page CNAME
7. When IT is done, set up your landing page domain name in Marketo
Ensure Email Deliverability
8. Select an Email CNAME for branded tracking links
9. Ask IT to set up a DNS record for your email CNAME
10. Ask IT to whitelist Marketo
11. Set up DKIM and SPF in the Admin area.
12. When IT is done with the email CNAME, setup your email CNAME in Marketo.
Submit a URL for Landing Page and Email Templates
13. Fill out form to submit a URL for new templates
14. Work with your CRM admin to sync all CRM contacts to Marketo
Add Tracking Code to your Website
15. Work with a web developer to add tracking code to your website