The SFMC Discovery Checklist We Run Before Touching the UI
The article outlines a discovery checklist for SFMC engagements to prevent costly rework. It emphasizes the importance of understanding client data sources, email types, tech stack, team operations, and compliance before starting a project. By following this checklist, teams can streamline their processes and avoid common pitfalls that lead to project delays and increased costs.
- ▪Rework in SFMC projects can be three times the cost of doing it right the first time.
- ▪The checklist includes five groups focusing on data sources, email types, tech stack, team operations, and compliance.
- ▪Proper discovery can lead to a smoother project timeline and better outcomes for client engagements.
Opening excerpt (first ~120 words) tap to expand
try { if(localStorage) { let currentUser = localStorage.getItem('current_user'); if (currentUser) { currentUser = JSON.parse(currentUser); if (currentUser.id === 3948393) { document.getElementById('article-show-container').classList.add('current-user-is-article-author'); } } } } catch (e) { console.error(e); } SapotaCorp Posted on May 24 • Originally published at sapotacorp.vn The SFMC Discovery Checklist We Run Before Touching the UI #webdev Every SFMC engagement that blows up in week four could have been saved in week one. The story is almost always the same: client says "we want to send marketing email," team agrees, team builds Data Extensions and templates and automations, and two weeks later the client mentions three things that change the architecture entirely.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at DEV.to (Top).
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