5 Tips for Switching MA Platforms
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Running into limitations with your current marketing automation solution? Want a step-by-step guide on how to adopt something more sophisticated? Attend our upcoming webinar with Marketo’s Implementation & Migration Expert, Jodi Florence, to learn the fundamental advantages of a marketing automation solution and what a framework for a seamless migration between solutions looks like. You'll learn how to: Outline your goals Develop a project plan with start and end date Plan a migration
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5 Tips for Switching MA Platforms
- 1. 5 Tips for Switching Marketing Automation Platforms Jodi Florence Principal Business Consultant Marketo
- 2. Page 2 • Make a list of everything in your current platform • Prioritize your list with either Must Have Now, Nice to Have Eventually, and Not Needed • Determine your go-live date in Marketo Tip #1 – Inventory Your Existing System
- 3. Page 3 • Let go of email addresses that are invalid or have bounced • Group your records by level of engagement • Active, Inactive, Unsubscribed • If synching with a CRM system, work closely with your CRM Administrators to plan and execute the integration before any data is loaded through a list import • If possible, do any data clean up and standardization of data before it comes into Marketo Tip #2 – Make a Fresh Data Start
- 4. Page 4 • Choose a new subdomain (CNAME) for landing page URLs and update the company DNS settings • Complete the back-end technical steps to authorize Marketo to send emails on your behalf • Schedule IT to perform one final DNS update on the cut over day to redirect your old landing page URL to the new one Tip #3 – Complete Your Technical Set Up
- 5. Page 5 • Key Areas • Programs and Smart Campaigns • Forms • Design Studio Templates • Dynamic Content and Segmentation • Engagement Programs • Native CRM sync behavior • Scoring and Revenue Models • Launchpoint Integrations Tip #4 – Adopt the Lingo and Functionality Crawl Walk Run
- 6. Page 6 • Make sure all critical items from your inventory exist in Marketo • Migrate Assets (html, images etc.) • Build Forms and Landing Pages • Build programs and smart campaign workflows • Clone and Go! • Test and Review Tip #5 – Build, Test, Launch
- 8. Early Bird Registration $1395Ends December 31, 2016 Exclusive $100 Discount Code: NATION100 REGISTER NOW
- 9. Thank you! Jodi Florence Principal Business Consultant Marketo
Notas do Editor
- including campaigns, forms, landing pages, emails, images, and documents Auto responders Forms and Landing Pages Reoccurring emails like newsletter subscriptions Things you will want to track include
- Define what functionality needs to be used now versus later. For example, to
- Depending on how much you are moving over you should consider working with Marketo professional services to see what can be automated such as importing assets like emails and images and what needs to be built from scratch like .