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Your Complete Marketo Migration Checklist

SmartBug Media

Migrating from another marketing automation tool into Marketo is no different. Here’s a checklist for the planning and packing stage of your Marketo migration. Document it, then celebrate later. Make a Marketo Migration Chore Chart. Marketo charges based on the number of people in your database. What’s not working?

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Marketo’s September 2023 releases: A manager’s guide

Martech

The updates that stand out most in Marketo’s September release are enhanced integrations with other platforms and applications. Dynamic Chat capabilities now facilitate engagement on multiple fronts and closer integration with Marketo Engage. Keep reading for the details. Why we care.

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Real-Time Personalization with Marketo

FunnelEnvy

For many organizations, Marketo serves as the real-time customer database for marketing. While CDPs are becoming more popular in organizations of late, more often than not the latest and greatest profile and segmentation data still lives in marketo. 3 Ways to Use Marketo to Drive Site Personalization.

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3 Tips for Efficient Wait Steps in Marketo

SmartBug Media

In Marketo, wait steps allow you to build specific wait times into the flow of your campaigns. Marketo’s wait steps can be incredibly helpful, but they require a little forethought to get right. Know When Marketo Wait Steps Shine. If you only want to send on business days, there is a handy Monday-Friday option.

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Vendor Selection: Writing a Good Requirements Document

Customer Experience Matrix

My last two posts (not counting this morning’s detour into Marketo-land) described common errors marketers make when selecting marketing automation systems. These should be packaged into a formal requirements document so you have them all in one place, easily organized and available to share with vendors. How did we come to this?

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The 22 Best Virtual Event Platforms

Webbiquity

GoBrunch features include breakout sessions with virtual room layout options, virtual networking and private meetings, event promotion and registration pages, ability for attendees to download presentations and documents, and a community feature to keep attendees posted about upcoming events. Pricing: free (!). Total reviews: 100. Communique.

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5 Basic Things Every B2B Marketer Needs to Do to Prepare for GDPR

The Point

Following on the heels of CAN-SPAM (US) and CASL (Canada), the General Data Protection Regulation (GDPR) is the latest in a series of government regulations that promises to have a major impact on the way B2B marketers conduct business. The penalties for non-compliance with GDPR can be severe. Let Visitors Opt-Out of Cookie Tracking.