Marketo merging or migration: what it takes to move houses

Kimberly_Galit1
Level 4 - Champion Level 4 - Champion
Level 4 - Champion

Marketo merging or migration: what it takes to move houses 🏘

 

Have you ever thought about what it takes to move Marketo houses? Do you call the movers first? Pack first, then call? Do you need movers at all? Dive into this analogy with a few 2020 Marketo Champions; @Kimberly_Galit1 and @Jessica_Kao3, and listen to their discussion around Marketo Instance Merging/Migration.

 

Whether you acquired a company or for other reasons are merging or migrating your Marketo instances, don’t let the ‘gotcha’s’ get you. 

 

A few topics highlighted in this discussion are:

  • How to tag people to be able to easily identify and segment them later, which with instance or “house” they came from
  • Global programs to watch out for any errors
  • Assets and programs to consider moving over, and the decisions around processes
  • Deduping logic!
  • Cut-over choreo; when is your D-Day and how to set up your deadlines accordingly, plus other things to consider for each milestone

 

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