2022 Marketing Cloud Best Practices

For modern marketing teams, the key to success lies within the ability to rapidly adapt to change. The past two years have put the agility of the marketing team to the test with the constant evolution of technology and the warp-speed pivots incited by the endemic era. 
As we witness the evolution of customer demand, marketing capabilities, and technologies endless growth, we are seeing a new set of best practices emerge to ensure success, especially when it comes to utilizing key tools like marketing cloud. Let’s take a look at the universal best practices for marketing cloud in 2022. 

Utilizing the Right Platform

Like many of the current technologies that make up your MarTech stack, marketing cloud platforms come in many shapes and sizes. With so many different technologies in the market, selecting the right platform to suit your brand’s needs is critical.
Some important factors to consider when selecting a marketing cloud platform include:
  • Speed
  • Out-of-the-box capabilities
  • Features, user interface
  • Ease of use
  • Integration capabilities
While many of the big names in marketing cloud software today check all the boxes for a large number of modern marketing teams, there are some industries, like publishing, that require capabilities not available across the board. 
To pinpoint which platform is best suited to your business, you must determine your current needs as well what you will need in the future. Only when you have this fully developed can you begin to evaluate marketing cloud solutions to find the right fit for your business.

Be Transparent When It Comes To Data Collection & Utilization

Across all industries and brands, data is at the core of modern marketing success strategies. With first-party data collection on the rise as the third-party cookie takes its final bow (not to mention a collective consumer call for transparency in marketing practices), the need for robust, in-house data collection and transparent utilization has never been more critical.   
To adapt to the endemic era, many marketing teams are integrating more robust omnichannel strategies to enable more first-party data collection points. In addition, we are seeing a rise in popularity of the Customer Data Platform (CDP) and their inevitable integration to modern marketing cloud technologies to enable marketing teams to collect and leverage holistic and transparent data profiles for their customers.  

Get to Know Your Customers at a Deeper Level

Just as data is the core of a successful marketing strategy, the customer is the core of every business. Knowing your customer has always been a foundational element of marketing strategy, but the modern consumer wants to be known and understood on a deeper level more than ever before. To accomodate this, marketing teams are creating in-depth customer personas and leveraging their robust data collection strategies to identify and target ideal audience segments when and where they want to be targeted. 


To do this properly, it is imperative that your marketing cloud technology allows for proper integration to a CDP, has targeting and segmentation capabilities, and of course, supports personalization within your campaigns. As personalized campaigns for targeted audience segments take shape, various strategies for personalization and engagement come into play. Savvy teams leverage tools like dynamic marketing creativeskinetic emails, and interactive mobile apps to drive personalization for customers across a multitude of channels and mediums. Crafting resonant messaging that appeals to your ideal audiences is key to capturing their attention. 

Streamline Work With Template Systems

A tried-and-true best practice that has been implemented across industries within a variety of successful campaigns is the utilization of a standardized template system within marketing cloud platforms. To do this, many teams are replacing their long-form marketing templates with a template system build of stylized, branded wire frames.   

This not only allows for standardization of branded interchangeable marketing elements that uphold brand guidelines, it also promotes optimization and streamlined workflows within the marketing team. This is an especially relevant practice for brands that send out a multitude of messages across a large variety of audience segments on a daily basis. If you haven’t initiated this into your marketing cloud platform, now is the perfect time. 

Deliver Hyper-Personalization Experiences

As previously mentioned, the modern customer is calling for more transparency and even more personalization than ever before. In the wake of worldwide lockdowns and an upsurge in digital messaging during the start of the pandemic, consumers were inundated with marketing messages. As a result, many marketing teams who were not leveraging targeting and personalization over the past two years saw a downturn in their KPIs and ROI. 
To negate this and answer the call from the modern consumer, many teams are leveraging their data to create more hyper-personalized messaging for their audiences when and where they frequent. This combination of omnichannel strategy and highly targeted personalized messages are scratching the endemic itch for brands to better understand their market and be more relatable. To further ensure their personalization strategies are increasing engagement, many marketers are looking to enhance their interactivity and contextual marketing strategies by way of streaming video and A.I. integrations. 

Leverage the Power & Efficiency of Automation

Lastly, the most important best practice of the current era is future-proofing your marketing intiatives — a task which has become heavily reliant on the integration of automation. As a topic of conversation across the marketing landscape for a long time now, automation has pivoted from a someday concept to a necessity for growth. This is especially relevant when it comes to your marketing cloud platform and your MarTech stack as whole.

As we enter into the era of the Metaverse, we expect that the digital-first strategies we’ve seen evolve throughout the pandemic are only the beginning of what is to come. Digital growth will continue and scalability is inevitable for brands who want to prosper in the endemic era and beyond. The only way to ensure long-term success is implementing automation across marketing campaign and processes within marketing cloud platforms and across other elements of your MarTech stack.

Optimizations can include:

  • Automating drip campaigns
  • Streamlining Order-to-Cash (O2C) processes with automation
  • Leveraging creative automation 
  • Implementing Dynamic Creative Optimization (DCO) 

To Sum It All Up

Our agility has been and will continue to be tested as we continue pushing forward in this modern endemic era. While many of the current best practices we are seeing across the industry are not new concepts, their adaptations certainly are. As the modern customer continues to evolve their preferences and demands so will the strategies utilized by savvy marketing teams to ensure longevity and success.  
Marketing cloud platforms are a critical component of the modern marketing success blueprint. Collecting and leveraging holistic customer data, ensuring customer engagement and retention, creating compelling on-brand marketing materials, and streamlining processes and workflows to ensure scalability are the best practices that will help teams succeed. Adhering to these modern adaptations will allow teams to remain agile and future-proof their methodologies, helping them to build for today and optimize for tomorrow.  

You may also like...

Subscribe to Our Blog

Subscribe to receive an email when we publish new content!

    Ready To Empower Your Business?

    We can help you future-ready your business with customized, innovative solutions designed to foster sustainable growth.



    Meto is a tech-based nonprofit intent on making access to quality higher education a reality for all students. We have a special focus on creating scholarships for low-income students.

    In 2018, Meto was founded to connect African students with university opportunities. Along the way, we have learned that all students can benefit from our innovative model, wherein universities make the first move and invite good-fit students to apply. So, in 2023, we opened our platform to students across the globe.

    website: https://meto-intl.org/

              Nikhil Badlani Foundation

              The Mission of the Nikhil Badlani Foundation (the “Foundation”) is to enhance the lives of underserved children in West Orange, NJ and neighboring communities through music lessons, scholarships, and traffic safety education for all.

              Since the Foundation was established in 2011, Theorem has consistently been an annual sponsor of and team participant in the STOP for Nikhil 5K Run/3K Walk. This event intends to raise traffic safety awareness and to serve as a way to remembervbgfc ≈ and honor those who have been killed or seriously injured in traffic accidents. We recognize the importance of raising awareness and road safety amongst teenagers and parents alike, especially in the local communities of our Chatham, New Jersey office. Learn more about the Nikhil Badlani Foundation at nikhilbadlanifoundation.org

              Diversity and Inclusion

              Theorem actively aids in the ongoing fight against systemic racism and discrimination, realizing the importance of ongoing discussions surrounding diversity and inclusion.

              By contributing to organizations such as Black Girls Code and the Anti-Racism fund, we aim to be a fundamental supporter of diversity in the workplace and beyond. These organizations specifically speak to Theorem’s role as a leading voice in the technology innovation space and we avidly support their missions. The vision of Black Girls Code is to empower girls of color, ages 7-17 to become innovators in STEM fields and encourages them to be the builders of their own futures. The Anti-Racism Fund serves as a response to the inequities experienced by the African-American community. It provides monetary support to a dynamic portfolio of curated organizations as a way to inject and enable social change.

              Feeding America

              Feeding America is the largest charity working to end hunger in the United States. By partnering with local food banks, food pantries and other community food programs, Feeding America looks to advance change across the country and ensure equitable access to nutritious food.

              As a long-standing contributor and sponsor of Feeding America, we deeply believe in their vision of an America without hunger. The need for and importance of organizations like Feeding America has has become more and more prevalent as communities face more hardships as a result of the pandemic and the current economy. Theorem is dedicated to its continued contributions to Feeding America to do our part to empower and strengthen our communities. Learn more about Feeding America at www.feedingamerica.org

              Grameen America

              Grameen America is dedicated to helping entrepreneurial women who live in poverty build businesses to enable financial stability mobility.

              Since their founding in the United States in 2008, Theorem has supported Grameen America’s mission, which seeks to build upon the legacy of Presidential Medal of Freedom, Congressional Gold Medal and Nobel Peace Prize winner Muhammad Yunus. Through financial contributions and event participation, Theorem has contributed to Grameen America’s cause. As an immigrant entrepreneur himself, our CEO Jay Kulkarni is especially eager to support the organization’s mission of aiding underserved communities. Learn more about Grameen America at www.grameenamerica.org

              Vision Spring

              VisionSpring is making the wonder of clear vision possible for all by helping provide affordable and quality eyeglasses to those in need. For many, lack of access to affordable eyeglasses leads to loss of employment or less educational opportunities.

              VisionSpring partners with organizations who join them in their mission of supporting livelihood initiatives, enhancing potential for all. Learn more about Vision Spring at https://visionspring.org Theorem has consistently partnered with VisionSpring to organize free events, such as eye check-ups, across multiple villages in the Mysuru, India region, impacting over 3,000 rural residents. We stand with VisionSpring in their mission to increase accessibility to quality eyewear and eye care.

              Covenant House

              Covenant House provides housing and supportive services to youth facing homelessness, helping young people transform their lives.

              For more than 5+ years, Theorem has supported Covenant House with corporate sponsorships, leading career-building workshops at their Newark, NJ shelter facility and participation in the organization’s fund raising Sleep Outs. Covenant House utilizes these Sleep Outs to raise funds and help shine a light on the injustice of youth homelessness, inspiring communities to step up and protect the vulnerable. We are proud to support Covenant House’s programs, which are designed to empower young people to overcome and rise above adversity, today and in the future. Learn more about Covenant House at www.covenanthouse.org

              Contract Type



              Job Title

              Contract Type



              Job Title

              Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.