Scope
This guide covers daily operation for Marketing Memory. Availability depends on your tenant package, role and configured providers.
Purpose
Retain evidence about what worked, failed and changed.
Review memories, evidence, sample size and relevance.
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
- State the operating objective and the record, audience, campaign or project in scope.
- Review memories, evidence, sample size and relevance.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Harvest supported learnings from completed work.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Track reuse and whether later outcomes confirm the learning.
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.