Implement
3
5 Steps to Optimizing Your Marketing Automation Instance
Will you import the data directly from your CRM or upload
it manually? Will you bring all your assets over, or build new
templates from scratch in the new system? What integrations are
required? Will your new subscription center be GDPR compliant?
Work with your team and all stakeholders to determine a process and
project timeline for optimizing your existing instance or migrating
your information to your new instance — or enlist the expertise of
a third-party vendor to ensure your implementation goes as smoothly
as possible.
Don't flip the switch without testing first! Spot-check all of your
assets and data and make sure your segment counts add up
correctly. Send test emails and verify that all the images render
properly, all the hyperlinks work, all form submissions validate,
and all your programs and campaigns execute.
It's time to launch — whether or not that means moving your refreshed
instance into production or deploying your new one. Activate your
campaigns and enjoy the newfound confidence that comes with a
streamlined, fully functioning, cleaned-up instance.
Test
Deploy
4
5
You Won't Regret This!
Optimizing your MA instance is hard work,
but well worth it. Use it as an opportunity
to not only drive better results and revenue
growth but also make it easier to use in
the process.
Need help?
DemandGen has helped dozens of companies with marketing
automation assessments and migrations. With deep expertise in
deployment, adoption, and ongoing administration across all leading
technologies, DemandGen can save you time, money, and headaches,
and ensure your marketing automation system is running as smoothly
as possible. Visit demandgen.com to learn more.
© 2020 DemandGen® International, Inc. All Rights Reserved.
Whatever you decide will depend on a
number of factors — a third-party partner
can also help you sort out those details.
Pro tip
Assign QA roles and responsibilities to set
testing expectations and use cases to ensure
timely, meaningful feedback.
Pro tip
Properly document the implementation and
any future optimizations to help with ongoing
administration and management of the
platform as well as training and adoption.
Pro tip
