Preparing your Migration

Hybrid Digital can support your migration from your existing ESP to Pardot, Marketing Cloud or Hubspot. We can help configure your new instance, move assets and provide the necessary training to have your team up to speed. We have provided below a checklist of questions to make your migration easier.

Migration Checklist

Initial Review

  • Determine which email templates will be transferred
  • Determine which landing pages will be transferred
  • Determine which lists will be transferred
  • Determine which assets will be transferred

Items you should prepare

  • List of all subscribers
  • List of all bounces and unsubscribes
  • List of all email segmentation lists
  • List of all email campaigns

Items you might want to consider

  • Do you want all the email campaign history transferred?
  • Do you have specific new expectations with your new platform?
  • Do you need to integrate tools to the new platform? (ex. Google Analytics, Forms, CRM)

Make sure you have the big picture

  • How will your new platform be used in your sales and marketing team?
  • Do you have a lead management process?
  • Who should have access to send emails? prospect data? integrations?
  • Have you discuss how leads and contacts will be managed by sales and marketing?
  • Do you need to set up compliance like CASL, GDPR or CCPA?
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