Starting a New QA Run

  1. Navigate to Governance Hub > QA & Compliance.
  2. Click the + New QA Run button in the top-right.
  3. Browse or search for the Marketo program you want to QA.
  4. Select the email program.
  5. Click Run QA.

The system will:

  • Connect to your Marketo instance and read the program data (tokens, email settings, email content, smart list, smart campaigns)
  • Run all enabled automated checks
  • Surface data for semi-automated checks
  • Create placeholder entries for manual and custom checks

This process typically takes 10–30 seconds depending on the program's complexity and number of links to validate.

Note: Only email program types are supported. If you select a non-email program (engagement, event, default), the system displays: "Only email programs are supported in this version."

Understanding QA Run Results

After the run completes, you are taken to the Run Detail page. This page shows:

  • Summary bar — Total checks, passed, failed, warnings, errors, and pending counts.
  • Workflow banner — Shows the current status of the run (for example, "Scan complete. Complete Self QA checks, then submit for peer review.").
  • Check results — Grouped by category (Program Setup, Email Settings, Email Content, Smart List). Each check shows:
    • Check name and type (automated / semi-auto / manual)
    • Result: Pass, Fail, Warning, Error, or Pending
    • Severity: Error, Warning, or Info
    • Detail message explaining what was found versus what was expected

For failed checks, the detail message shows the specific value that failed. For example: "Subject line is 63 characters. Maximum: 50." — not just "Failed."

Completing Semi-Automated Checks

Semi-automated checks surface extracted Marketo data for you to review and confirm. You do not need to leave the QA screen to verify this information.

For each semi-automated check:

  1. Review the extracted data displayed in the check card (for example, list of emails attached to the program, smart campaign triggers, program tags).
  2. Click Pass if the data is correct, or Fail if something is wrong.
  3. Optionally add notes explaining your decision.

Common semi-automated checks include:

  • Correct email selected — Shows the email(s) attached to the program. Confirm the correct email is being sent.
  • Setup tab fields — Shows program tags and their values. Confirm they are correct.
  • Smart campaign config — Shows trigger configuration. Confirm the correct trigger and settings.
  • Filter error check — Shows smart list filters. Confirm there are no errors (red lines) in the filter configuration.

Completing Manual and Custom Checks

Manual checks and admin-created custom checks require you to inspect the asset and mark the result.

  1. Read the check instructions (displayed in the check card).
  2. Inspect the relevant asset in Marketo or your internal tools.
  3. Click Pass or Fail.
  4. Optionally add notes.

Your answers are saved immediately — you can close the browser and come back later. Your progress is preserved.

You can change your answer on any check until you submit the self-review. After self-review, results are locked.