{"id":6,"date":"2026-02-16T18:06:04","date_gmt":"2026-02-16T18:06:04","guid":{"rendered":"https:\/\/www.martechmonitoring.com\/blog\/the-complete-sfmc-health-check-checklist-daily-weekly-and-monthly\/"},"modified":"2026-02-16T18:06:04","modified_gmt":"2026-02-16T18:06:04","slug":"the-complete-sfmc-health-check-checklist-daily-weekly-and-monthly","status":"publish","type":"post","link":"https:\/\/www.martechmonitoring.com\/blog\/the-complete-sfmc-health-check-checklist-daily-weekly-and-monthly\/","title":{"rendered":"The Complete SFMC Health Check Checklist: Daily, Weekly, and Monthly"},"content":{"rendered":"<p>Whether you&#8217;re an SFMC admin managing a handful of automations or an operations team responsible for hundreds across multiple business units, you need a repeatable process to ensure nothing falls through the cracks. This checklist covers the checks every SFMC team should be running \u2014 daily, weekly, and monthly.<\/p>\n\n<p>Bookmark this page. You&#8217;ll use it more than you think.<\/p>\n\n<h2>Daily Checks<\/h2>\n\n<h3>Automation Studio<\/h3>\n<ul>\n<li><strong>Review all automation statuses<\/strong> \u2014 Look for any automation showing &#8220;Error&#8221; or &#8220;Stopped&#8221; status. Filter by &#8220;Last Run&#8221; to catch automations that should have run but didn&#8217;t.<\/li>\n<li><strong>Verify file drop automations fired<\/strong> \u2014 These are the most commonly missed failures because &#8220;no file&#8221; means &#8220;no run&#8221; which means &#8220;no error.&#8221;<\/li>\n<li><strong>Check query activity results<\/strong> \u2014 Confirm that SQL queries returned expected row counts. A query that normally returns 10,000 rows returning 0 is a red flag.<\/li>\n<li><strong>Review import activity logs<\/strong> \u2014 Look for partial imports, rejected rows, or unexpected zero-row imports.<\/li>\n<\/ul>\n\n<h3>Journey Builder<\/h3>\n<ul>\n<li><strong>Verify active journeys are injecting<\/strong> \u2014 Check that journeys showing &#8220;Running&#8221; are actually processing contacts, not just sitting idle.<\/li>\n<li><strong>Review journey error logs<\/strong> \u2014 Look for contacts stuck in wait steps longer than expected or falling to error paths.<\/li>\n<li><strong>Check entry source populations<\/strong> \u2014 Ensure data extensions feeding journeys are being populated as expected.<\/li>\n<\/ul>\n\n<h3>Sends and Deliverability<\/h3>\n<ul>\n<li><strong>Review triggered send statuses<\/strong> \u2014 Confirm all critical triggered sends (welcome, transactional, password reset) are active.<\/li>\n<li><strong>Check bounce rates<\/strong> \u2014 A sudden spike in bounces can indicate a list quality issue or a blocklisting event.<\/li>\n<li><strong>Monitor send volumes<\/strong> \u2014 Verify daily send counts are within expected ranges.<\/li>\n<\/ul>\n\n<h2>Weekly Checks<\/h2>\n\n<h3>Data Health<\/h3>\n<ul>\n<li><strong>Audit data extension row counts<\/strong> \u2014 Compare current counts to the previous week. Significant deviations warrant investigation.<\/li>\n<li><strong>Review subscriber growth\/churn<\/strong> \u2014 Track new subscribers vs. unsubscribes to spot trends early.<\/li>\n<li><strong>Check data extension retention policies<\/strong> \u2014 Ensure DEs with retention policies are properly purging old records.<\/li>\n<\/ul>\n\n<h3>Performance Trending<\/h3>\n<ul>\n<li><strong>Review automation run times<\/strong> \u2014 An automation that used to complete in 5 minutes now taking 30 minutes is an early warning sign of data growth issues.<\/li>\n<li><strong>Check API usage<\/strong> \u2014 Monitor REST and SOAP API call volumes against your allocation.<\/li>\n<li><strong>Review error trends<\/strong> \u2014 Are the same automations failing repeatedly? Address root causes, not just symptoms.<\/li>\n<\/ul>\n\n<h3>Security and Access<\/h3>\n<ul>\n<li><strong>Review user login activity<\/strong> \u2014 Check for failed login attempts or logins from unexpected locations.<\/li>\n<li><strong>Audit API integration credentials<\/strong> \u2014 Verify that all active integrations are authorized and credentials haven&#8217;t expired.<\/li>\n<\/ul>\n\n<h2>Monthly Checks<\/h2>\n\n<h3>Capacity Planning<\/h3>\n<ul>\n<li><strong>Review send limit utilization<\/strong> \u2014 If you&#8217;re consistently using 80%+ of your send limit, plan for an upgrade before you hit the ceiling.<\/li>\n<li><strong>Audit automation inventory<\/strong> \u2014 Identify and deactivate automations that are no longer needed. Zombie automations waste processing resources and make monitoring harder.<\/li>\n<li><strong>Review data extension storage<\/strong> \u2014 SFMC has storage limits. Track growth trends to avoid hitting them unexpectedly.<\/li>\n<\/ul>\n\n<h3>Documentation and Process<\/h3>\n<ul>\n<li><strong>Update automation documentation<\/strong> \u2014 Ensure your team knows what each automation does, who owns it, and what to do when it fails.<\/li>\n<li><strong>Review alert routing<\/strong> \u2014 Are alerts going to the right people? Has the team changed since alerts were configured?<\/li>\n<li><strong>Test disaster recovery procedures<\/strong> \u2014 Can you restore a critical automation or data extension from backup if needed?<\/li>\n<\/ul>\n\n<h2>Automating This Checklist<\/h2>\n\n<p>If you&#8217;re reading this and thinking &#8220;there&#8217;s no way my team has time to do all of this manually&#8221; \u2014 you&#8217;re right. That&#8217;s exactly the problem this checklist exposes.<\/p>\n\n<p>Most teams realistically cover about 20% of these checks. The other 80% are either done sporadically or not at all. That&#8217;s how silent failures happen.<\/p>\n\n<p>The solution is automation. Tools like <a href=\"https:\/\/www.martechmonitoring.com\/\">Martech Monitoring<\/a> can handle the daily and weekly checks automatically \u2014 verifying automation statuses, tracking data extension health, monitoring journey injection rates, and alerting your team the moment something deviates from expected behavior.<\/p>\n\n<p>Our <a href=\"https:\/\/dash.martechmonitoring.com\/register\">free tier<\/a> covers up to 5 automations with daily checks \u2014 enough to protect your most critical workflows while you evaluate whether full monitoring is right for your team.<\/p>\n\n<h2>Download the Checklist<\/h2>\n\n<p>We&#8217;ll be publishing a downloadable PDF version of this checklist soon. <a href=\"https:\/\/www.martechmonitoring.com\/#contact\">Drop us a note<\/a> if you&#8217;d like us to send it to you when it&#8217;s ready.<\/p>\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide is-style-wide--1\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Take Action on Your SFMC Monitoring<\/h3>\n\n\n\n<p><strong><a href=\"https:\/\/www.martechmonitoring.com\/checklist\">Download the free SFMC Monitoring Checklist<\/a><\/strong> \u00e2\u20ac\u201d 27 critical items to monitor, with recommended frequencies and alert thresholds for each.<\/p>\n\n\n\n<p>Or <strong><a href=\"https:\/\/www.martechmonitoring.com\/demo.html\">watch the product demo<\/a><\/strong> to see how Martech Monitoring automates all of this for you \u00e2\u20ac\u201d catching Journey failures, Automation errors, and Data Extension issues in minutes, not days.<\/p>\n\n\n\n<p><a href=\"https:\/\/dash.martechmonitoring.com\/register\"><strong>Start monitoring free<\/strong><\/a> \u00e2\u20ac\u201d no credit card required.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whether you&#8217;re an SFMC admin managing a handful of automations or an operations team responsible for hundreds across multiple business units, you need a repeatable process to ensure nothing falls through the cracks. This checklist covers the checks every SFMC team should be running \u2014 daily, weekly, and monthly. Bookmark this page. You&#8217;ll use it [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,2],"tags":[],"class_list":["post-6","post","type-post","status-publish","format-standard","hentry","category-best-practices","category-sfmc-monitoring"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Complete SFMC Health Check Checklist: Daily, Weekly, and Monthly - Martech Monitoring<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.martechmonitoring.com\/blog\/the-complete-sfmc-health-check-checklist-daily-weekly-and-monthly\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Complete SFMC Health Check Checklist: Daily, Weekly, and Monthly - Martech Monitoring\" \/>\n<meta property=\"og:description\" content=\"Whether you&#8217;re an SFMC admin managing a handful of automations or an operations team responsible for hundreds across multiple business units, you need a repeatable process to ensure nothing falls through the cracks. 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