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Audit your Salesforce Marketing Cloud with us for free
MARKETING CLOUD AUDIT
Optimize Campaign Performance: An audit helps identify underperforming areas in your email, social, and mobile marketing campaigns, ensuring better engagement and higher ROI.
Improve Data Management: It highlights gaps in data hygiene, ensuring your customer data is accurate, segmented correctly, and effectively used for personalized messaging.
Improve Data Management: It highlights gaps in data hygiene, ensuring your customer data is accurate, segmented correctly, and effectively used for personalized messaging.
Enhance System Efficiency: By reviewing automation, triggers, and integrations, an audit ensures that your marketing workflows are streamlined and functioning optimally.
Ensure Compliance: Regular audits help verify that your marketing practices comply with data privacy laws (e.g., GDPR, CCPA), avoiding legal risks.
Ensure Compliance: Regular audits help verify that your marketing practices comply with data privacy laws (e.g., GDPR, CCPA), avoiding legal risks.
Why you need to do a Marketing Cloud Audit
Types of Marketing Cloud Audit
What we check
High Level Health Check
A high-level audit of your Marketing Cloud allows you to identify critical points that hinder the effectiveness of your marketing campaigns
1 business day
Custom Detailed Audit
A detailed audit assesses your platform's configuration, data usage, automations, and campaign performance to identify inefficiencies, ensure compliance, and optimize for maximum ROI and engagement
From 5 business days
Free
Contact us
Users Check
- Active users
- Unrecognized users
- The need to disable some of the users
- Users with API access
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Content
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The Free Health Check is conducted to verify wether the email was sent according to the Client's requirements, without an in-depth analysis of the HTML, AMPscript, or Javascript. The Custom Detailed Audit includes the analysis of the Client's requirements and the use of the respective content blocks in the email messages.
- Folder structure in the Content Builder
- Approval process
- Type of content used in the org - HTML or Templates
- Test sending emails based on 1 message that is currently being sent to the audience
- AMPscript and JavaScript
- Email template content blocks consistency with the requirements
Automation and Integrations
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- How many active automation running
- Errored automation
- Notification
- Automation log analysis
- System data views analysis
- Custom data extract
Data Architecture
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The Free Health Check includes an analysis of the data model in SFMC. The Custom Detailed Audit includes an in-depth analysis of the data sources and their correlation to the entry points of customer journeys.
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- Lists
- DE analysis
- Data consistency
- Data retention
- Checking whether any sensitive data is stored
- Naming convention check
- In-depth data sources analysis
- Entry sources analysis
- Data designer analysis
Set Up Check
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- Sender profiles set up in the org
- Alert manager
- Security check
- IP restriction
- Business Units analysis
- Folder structure
- Sender domain check
Journeys
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- The number of journeys
- Active journeys
- Any journeys to delete
- Journey goals
- System journey data views analysis
- Logging data in SFMC
- Error handling and error log analysis
- Journey canvas analysis with the correlation to the Client's requirements
- How to pause / stop running journeys without contradicting business logic
SFMC Studios and Builders
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Upon the Client's Request
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Upon the Client's Request
Upon the Client's Request
- Email Studio
- Journey Builder
- Automation Studio
- Content Builder
- Contact Builder
- Mobile Studio
- Web Studio
- Advertising Studio
- Marketing Cloud Personalization
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Signs that your Salesforce Marketing Cloud is underperforming
Low Email Deliverability Rates.
If emails are consistently landing in spam folders or being rejected, it indicates poor sender reputation or issues with domain authentication (SPF, DKIM).
Declining Engagement Metrics.
Low open and click-through rates across campaigns signal that content isn't resonating with your audience or list segmentation is ineffective.
If emails are consistently landing in spam folders or being rejected, it indicates poor sender reputation or issues with domain authentication (SPF, DKIM).
Declining Engagement Metrics.
Low open and click-through rates across campaigns signal that content isn't resonating with your audience or list segmentation is ineffective.
Slow or Error-Prone Journeys.
Triggered campaigns and customer journeys fail to launch as expected, causing delays or delivering incorrect messaging.
Ineffective Data Segmentation.
Poorly targeted audiences due to weak data segmentation lead to irrelevant or generalized marketing efforts.
Triggered campaigns and customer journeys fail to launch as expected, causing delays or delivering incorrect messaging.
Ineffective Data Segmentation.
Poorly targeted audiences due to weak data segmentation lead to irrelevant or generalized marketing efforts.
Automation Issues.
Workflows, such as email sequences or triggered messages, are broken or performing inconsistently, slowing down operations.
Outdated Contact Data.
High bounce rates or undelivered emails suggest outdated or incomplete customer data is being used.
Workflows, such as email sequences or triggered messages, are broken or performing inconsistently, slowing down operations.
Outdated Contact Data.
High bounce rates or undelivered emails suggest outdated or incomplete customer data is being used.
Order an Audit of your
Marketing Cloud
Marketing Cloud
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Salesforce Consulting & System Architecture
Salesforce Integration
Salesforce Org Audit
Salesforce Org Support
Salesforce Quick Start
Salesforce AppExchange Applications Development
Data Management & Migration
Migration to Salesforce Lightning