How to Simplify The Process of Migrating to Marketo

How To Simplify The Process Of Migrating To Marketo
  • By Sakshi Arora,
    Published on: Jan 14, 2022
  • Updated on: Feb 13, 2023
  • Marketo

If your current marketing platform lacks the features you need to be successful in your marketing campaign, it makes perfect sense to migrate to Marketo. 

Marketo—the leading B2B and B2C marketing automation platform—offers a wide range of features and functionalities that help automate and evaluate your marketing engagement and workflows; target highly qualified leads and generate increased lead-to-revenue opportunities; and ensure your business achieves scalability, reliability, and competitive edge.

However, migrating to Marketo can be a tricky affair, requiring lots of planning, strategy, and afterthought. As every business and its requirements are unique, it’s imperative to select the right approach customized and central to your scope.

So, let’s discuss the preparation steps and approaches you can use to simplify the process of migrating to Marketo:

1. Prerequisites to Marketo Migration

Before selecting the right migration tools, you have to understand your marketing goals, migration requirements, and other business implications.

Here’s how you should begin:

2. Align your teams

Migration is a complicated and time-consuming process. It’s important you involve all your workforce from sales, marketing, and IT teams to ensure the migration process remains hassle-free and easy. It also makes sense to appoint a supervisor to oversee the entire migration process thoroughly. 

3. Clearly define your objectives

It’s pivotal to carefully think about your migration goals and what you want to accomplish with Marketo integration. You have to audit your marketing requirements and analyze what Marketo can add to your current capabilities. This will help you define your objectives and formulate the right migration strategy. 

4. Proactively plan your activities

Based on your requirements and objectives, you have to create a timeline, allocate a budget, define activities, and assign roles to your marketing team. Before you start your migration process, you can use the time to assess your business initiatives and practices to understand what’s working and what’s not. 

5. Organize your assets

Before beginning the actual task of migration, you need to carefully select the databases and files you want to migrate to the Marketo platform. By cleaning up your databases of junk, you can prioritize only the data you want and speed up the migration process. 

Once you have migrated to Marketo, you can follow certain best practices to get acclimated to the new platform and minimize any roadblocks.

Gearing Up After Migrating to Marketo

Migrating from your existing marketing platform to Marketo is half the journey since acclimatizing to the new automation platform can be a daunting task if you are unaware of where and how to start. 

Here’s the checklist you can follow after migrating to Marketo that can help you adapt quickly.

1. Assigning users

The first step after Marketo implementation is signing in, creating users, and assigning roles to each user accordingly. It also includes configuring the Marketo Support to add authorized contacts. 

Screenshot of Invite New user

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2. Setting up landing pages

Change the subdomain URL of your landing pages to allow your marketing campaigns to run on Marketo. You also need to select a Canonical Name (CNAME) for your landing pages. After that, configure the DNS Record for each CNAME. 

Screenshot of New Landing page

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3. Setting up emails

Similar to the landing pages, select the email CNAME and the DNS record for each CNAME to ensure smooth email deliverability. You also need to check if the Marketo is listed in the whitelist section. Once done, configure the email CNAME in Marketo. 

Read More: How To Bridge The Gap Between Salesforce And Marketo To Data

4. Syncing CRM platform

Syncing your CRM platform to Marketo ensures all your contacts are accessible on the automation platform. To ensure it happens without any loss of data, it’s advisable to seek professional assistance to embed the tracking code on your business website. 

Screenshot of Analytics-CRM-Microsoft Dynamics-Validate Sync Setup

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5. Validating assets

To ensure your campaigns run smoothly on the Marketo platform, make sure you check and validate every contact, link, and other asset linked to the campaigns. If every asset is validated accurately, you can rest assured your campaigns are working smoothly on Marketo.

6. Starting with simple campaigns

After migrating to Marketo, you can start with easier campaigns first, to get hold of the things. For instance, you can choose a single email campaign and evaluate its performance before using any multichannel campaign. This will help you understand the platform properly and build enough experience to use complex programs later on. 

7. Getting professional help

After migrating to Marketo, you may need professional assistance to understand the features and make the most out of your marketing campaigns. Plus, professional guidance will also help you troubleshoot issues faster and ensure seamless operability.  

Wrapping Up

Marketo integration offers state-of-the-art features to scale and increase productivity. It has features that help you connect with large teams, collaborate, and coordinate through an intuitive interface. 

Marketo has unparalleled functionality and a rich set of features that set it apart from the rest of its competitors. Connect with our team of experts to know more about the Marketo platform and how we can assist you with Marketo migration and implementation; write to us at  

Author Box

Sakshi Arora

Sakshi Arora is a seasoned content writer and editor with extensive experience across various industries including B2C, B2B, travel, e-commerce, and IT. In her free time, she enjoys expressing her creative side through painting and writing poetry. She also finds solace in nature and has a deep spiritual connection. Music brings her immense joy.

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