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Build a Marketing Team

Learning Objectives 

After completing this unit, you’ll be able to:

  • Describe the focus areas of a marketing team.
  • Identify how team members align to marketing tasks.

Create a Great Marketing Team

When you have a powerful tool like Marketing Cloud Engagement, it’s important to have an equally powerful team to use it. So what does a marketing dream team look like? Well, there isn’t a magic formula to create a great team, but there are some commonalities. In this module, we cover the focus areas and common jobs and responsibilities that create transformational marketing teams.

Marketing Task Groups

All organizations are unique in size and structure, but digital marketing tasks remain the same. In general, there are five task groups associated with digital marketing.

  • Strategy and planning
  • Data and analytics
  • Creative and content
  • Campaign operations
  • Marketing technology

Key tasks and roles fall under each of these areas. Let’s cover each area and its associated team members in more detail. 

Note

These roles often overlap areas and can cross departments depending on the size and complexity of your organization.

Strategy and Planning

Marketing Cloud Engagement is a powerful tool when paired with a solid marketing strategy. Creating strategy is often the responsibility of the marketing leader or marketing manager within an organization. However, to have a successful marketing practice, you need strategic involvement from other teams within your organization. A cross-functional strategy makes a big impact on transforming a customer’s experience with your brand. What digital experience do you want to deliver to your customers from a sales or support perspective? What metrics do you want to achieve? Developing a clear vision, business value, and system of governance helps create an effective marketing team. 

To identify the specific team members that work on marketing strategy, we’re going to use the RASCI model. The RASCI model is a project management tool that stands for responsible, accountable, supports, consulted, and informed (RASCI). Don’t worry if you aren’t familiar with some of the roles, we cover them in more detail later on in the module.

Associated Roles (RASCI) Tasks

Responsible

  • Marketing manager

Accountable

  • Chief marketing officer (CMO) or marketing director
  • Leadership

Supports

  • Campaign manager
  • Project manager
  • Social media manager
  • Experience designer/planner
  • Advertising manager
  • Audience strategist
  • Data scientist

Consulted

  • Solution architect
  • Technical architect
  • Content and campaign teams

Informed

  • Business stakeholders (Governance, IT, sales, customer support, PMO)
  • Determine overall marketing strategy.
  • Manage a marketing budget.
  • Plan campaigns based on the strategy.
  • Document the current customer experience.
  • Analyze customer experience for improvement.
  • Use data to make strategic decisions.
  • Manage and hire the implementation teams.



Note

Learn more about strategy, digital maturity, and governance in the Trailhead module Digital Marketing Roadmap Development.

Data and Analytics

Data is at the heart of a great digital marketing practice. From data modeling to system integrations, a marketing team needs at least one team member who loves—or at least likes—working with data. Ideally, you have team members familiar with data architecture, data compliance, system integrations, and data analysis tools. Having data is great, but knowing what to do with it is better. Let’s review what roles and responsibilities are aligned to data and analytics.  

Associated Roles (RASCI) Tasks

Responsible

  • Data architect

Accountable

  • Marketing manager

Supports

  • Data analyst
  • Solution architect
  • Technical architect
  • Technical marketer
  • Developers (email, web, API)
  • IT resources

Consulted

  • System owners (commerce, internal database, CRM, and so on)

Informed

  • Leadership
  • Business stakeholders
  • Design a data model.
  • Establish a database of record (DBOR).
  • Configure and map a data model.
  • Maintain data hygiene.
  • Set up integrations.
  • Create data extensions to store customer data.
  • Create data extracts and reports.
  • Upload data to various systems.
  • Use tools like Marketing Cloud Intelligence or Tableau to analyze data.
  • Ensure customer privacy and establish preference management.


Creative and Content 

You have the strategy and the data. What’s next? The not-so-small task of creating content. What do you want your customers to see, know, and do? Your content creates the experience. Content creation team members need to understand templates, design frameworks, corporate brand standards, and accessibility guidelines. This team may also be responsible for social media posts and advertising campaigns, so they should be familiar with channel-specific content requirements. They should have a variety of content skills—from copywriting to photo editing. Here are the roles you might find on a large creative and content team.

Associated Roles (RASCI) Tasks

Responsible

  • Content manager

Accountable

  • Marketing manager
  • Program or campaign manager

Supports

  • Technical producer/marketer
  • Digital/graphic designer
  • Email/HTML developer
  • Copywriter
  • Social media specialist

Consulted

  • Art department/corporate communications
  • Data team
  • Website and app developers
  • Business stakeholders

Informed

  • Leadership
  • Maintain brand standards.
  • Follow best practices in design including mobile and accessibility guidelines.
  • Design and create emails and email templates.
  • Create email content, ads, mobile messages.
  • Create and schedule social media campaigns.
  • Design and create web pages using CloudPages.
  • Create, upload, and manage all graphics and images.
  • Write copy.
  • Test content on various devices.


Campaign Operations

Strategy, data, and content can’t be effective if your customers don’t receive your campaigns. The deployment team is responsible for getting accurate campaigns into a customer’s inbox or mobile device. From journey creation to campaign prioritization, the campaign deployment team is responsible for quality assurance and successfully deployed campaigns. The campaign deployment team is made up of detail-oriented doers who carry out the strategy established by other teams.

Let’s review this team’s breakdown of responsibilities. 

Associated Roles (RASCI)

Tasks

Responsible

  • Campaign manager

Accountable

  • Marketing manager

Support

  • Technical producer
  • Deployment specialist
  • Technical QA/QA specialist

Consulted

  • Technical architect

Informed

  • Program manager
  • Business stakeholders
  • Manage campaign calendar.
  • Build all campaigns.
  • Code content using HTML and AMPscript.
  • Follow QA tasks.
  • Test campaigns before scheduling.
  • Deploy campaigns.
  • Build and monitor journeys.
  • Review campaign performance.
  • Improve processes.

Marketing Technology 

The marketing technology team works across roles to transform a strategic plan with business requirements and goals into working functionality within Marketing Cloud Engagement. This team supports projects that require API development, SQL, and system integrations. They also perform day-to-day tasks like coding emails, segmenting audiences, filtering, and creating data views for reporting purposes. It’s a bonus if this team has someone who can write technical documentation about configuration projects. Let’s review technical configuration tasks and who works on them.

Associated Roles (RASCI) Tasks

Responsible

  • Solution architect

Accountable

  • Marketing manager
  • Project or program manager

Support

  • Technical architect
  • Developers (email, web, API)
  • IT resources

Consulted

  • System owners (commerce, internal database, CRM, and so on)

Informed

  • Leadership
  • Business stakeholders (sales, customer support, PMO)
  • Implement technical solutions for business needs.
  • Create automations to automate manual tasks like sending an email or running a report.
  • Build SQL queries to search the database.
  • Create complex audience segments for email sends.
  • Integrate data systems.
  • Test API connections.
  • Create technical documents that describe configuration.
  • Create data extension data retention policies.
  • Build data-driven CloudPages.
  • Help code content with complex programmatic languages.


Get It Done

Looking at these focus areas and roles, you may think that’s a lot of possible teammates! In reality, roles don’t always map to one person, and many small marketing teams share tasks and responsibilities. In the next unit, we talk about specific roles and how teams work together.

Resources 

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