Your business is evolving, your marketing goals are changing, and it's time to move to more advanced tools than those you're currently using. This transition from your old email marketing tool to a flexible marketing automation system, like Magileads, could be the key to improving your performance.
In this article, we will share our experience as dedicated Magileads users and guide you through the essential steps for a successful migration.
1 – Begin the journey with clear goals in mind
Before diving into the migration, clearly identify the reasons for this change and your expectations for the new system. Ask yourself crucial questions such as:
- Does your current platform still meet your marketing , or has it become obsolete?
- Which features of a marketing automation platform will help your business expand?
- How will migration help you achieve your marketing goals?
Also, ask your team to rank each question to determine priorities and specific needs.
2 – Do your homework
automation tools marketing on the market, choosing the right one can be tricky. Once you've narrowed down your options, carefully consider:
- The industries targeted by the product/supplier.
- The most popular clients of this supplier.
- Available resources such as case studies, white papers, etc.
- Essential features such as segmentation, conversion, marketing interaction automation, and reporting.
- The possibility of integration with other systems, including your CRM.
3 – Establish a schedule
Migration can be a lengthy process, especially with significant content on your existing platform. Therefore, before proceeding, consult with a consultant from your chosen provider to create a realistic timeline and ensure nothing is overlooked.
4 – Configure the administrators in your marketing automation solution
With your new system in place, clean up user accounts, delete expired accounts from the old tool, create new accounts in the new tool, and assign the necessary permissions to the responsible users.
5 – Transfer your old database
Move your old contact data to the new platform, making sure to delete any inactive contacts. Ensure you:
- Integrate your CRM with the new tool first.
- Map the fields for contact and account information.
- Take the suppression lists into account.
- Obtain permission from your contacts to contact them, especially if they are based in the EU.
6 – Lead management and reporting
rules scoring to ensure their relevance. Set up new alerts for the sales team and ensure the rules are aligned with sales for improved lead quality.
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7 – Migration of web forms
Whether you are migrating your existing forms or creating new ones, make sure that custom data is captured correctly and that automated actions work as expected.
8 – Migration of resources
Ensure that all your resources, including images used in email campaigns, PDFs such as ebooks, infographics, etc., are transferred to your new marketing automation tool.
9 – Migration of email campaigns
Migrate the content of your old email campaigns to the new platform. Also, test the emails to ensure all links work correctly.
10 – Migration of landing pages
If your old tools supported landing pages, be sure to migrate those as well. Use the landing page creation tools in the new tool for a smooth transition.
11 – Check the details
Once the migration is complete, take care of the remaining details:
- Configure your campaigns to ensure continuity.
- Save your marketing KPIs and data for future comparisons.
- Test emails, landing pages, resource download links, and web forms.
- Consult with the consultants or support representatives of the new platform for final advice and evaluation.
Conclusion
Transitioning from email marketing platforms to marketing automation tools can be a complex process, but the benefits offered by technologies like Magileads outweigh the potential obstacles. By following these steps, you can ensure a successful migration and take full advantage of the advanced features offered by your new system.
To learn more about our migration process or to get help choosing the automation for your business, please don't hesitate to contact us. We're here to help!
Every Thursday at 6pm, we offer to answer all your questions about modern prospecting and demonstrate how Magileads can radically transform your Marketing and Sales results.
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