Ideas

Overview Introduce a native migration capability in the Marketo UI that allows users to securely transfer programs and associated assets across Marketo instances. The feature will enable users to select a target instance, authenticate directly within the UI, and migrate selected programs and assets without manual intervention.   Problem Statement Currently, migrating programs and assets between Marketo instances is time-consuming and error-prone due to several limitations: Field creation is not handled during program import, requiring manual setup due to field dependencies. Only one program can be imported at a time per instance. Imports are limited per instance rather than per user. Images and files must be manually uploaded to the target instance. No native way exists to authenticate and transfer assets directly between instances. These constraints significantly increase migration effort, especially for large-scale implementations.   Proposed Solution Add a Migration Manager within the Marketo UI that provides: Target Instance Selection Dropdown to select or add a target Marketo instance Secure credential entry (Client ID, Client Secret, Munchkin ID) Asset & Program Selection Ability to select: Programs (including channels and progression steps) Landing pages Forms Email templates Images and files Tags and tokens Automatic detection of asset dependencies Field & Schema Handling Pre-migration dependency scan Option to auto-create missing fields in the target instance Conflict resolution for existing fields (rename, map, skip) Queued & Parallel Imports Support multiple programs in a migration queue Execution handled per user rather than per instance Progress tracking for each queued item Secure Asset Transfer Direct transfer of images/files between instances No manual download/upload required Validation to prevent duplicate assets User Experience Flow User navigates to Admin → Migration Manager Selects or adds a target instance via dropdown Authenticates using target instance credentials Selects programs/assets to migrate Reviews dependency and field creation summary Confirms migration and adds to queue Tracks migration progress and completion status Key Benefits Eliminates manual asset and field creation Reduces migration time and human error Supports scalable, bulk program migration Improves productivity for admins and power users Provides a secure, native alternative to external tools Success Metrics Reduction in average migration time per program Decrease in migration-related errors Adoption rate of Migration Manager feature Reduction in support tickets related to imports Future Enhancements Migration templates for recurring use cases Role-based permissions for migration access Migration history and rollback options Cross-subscription reporting and audit logs Best regards, Karthick ... View more