Scope
This guide covers setup & configuration for Marketing Memory. Availability depends on your tenant package, role and configured providers.
Purpose
Retain evidence about what worked, failed and changed.
Configure eligible sources and project relationships.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- Open the correct tenant and confirm the project or workspace that owns this capability.
- Configure eligible sources and project relationships.
- Connect or select the required source records and owners.
- Create a safe test configuration before using live customer or campaign data.
- Track reuse and whether later outcomes confirm the learning.
- Preserve provenance and allow superseding evidence.
Verify the result
Track reuse and whether later outcomes confirm the learning. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Preserve provenance and allow superseding evidence. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.