Given the complexity of some marketing automation platforms, it is wise to keep a record of the initial configuration if you ever need to make changes to how it is set up. This documentation can also serve as training material for new employees hired to replace previous users of the platform.
Once your marketing automation platform is configured, Allinio can provide you with “as-configured” documentation to serve as a starting point of your first few months with this new tool. If a future configuration that you enabled does not work the way you had intended, you can refer back to the “as-configured” record to get back to square one and move on.
Other Allinio services to help you grow your business with Marketing Automation: