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A
Anonymous
November 21, 2017
Question

Exporting everything in Marketo

  • November 21, 2017
  • 3 replies
  • 8926 views

Hello,

I was wondering how we can export everything we have in Marketo to have as a backup, should we decide to discontinue the license?

  • Leads - I know this can be manually exported as csv
  • Campaign configurations such as folder structure, smart lists, tokens, streams, etc
  • RTP segments, campaigns, widget artwork and setup, etc
  • Landing pages
  • Emails - I know this can be manually exported one by one as HTML
  • Email templates - doesn't seem to be a way, other than manually editing each template and copy/paste the html inside it?
  • Scoring smart lists
  • All reports - other than manually exporting csv for every single report, which will take a very long time?

I've searched around but haven't found much answers yet. My concern is do we simply lose everything we built in Marketo the moment we don't renew the license each year (other than the few things we manually export)? Things like campaigns and scoring take a long time to build (we had to hire a 3rd party agency for this). That doesn't seem very user-friendly, why aren't our data kept at least for a few years should we start using Marketo again in the future?

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3 replies

SanfordWhiteman
SanfordWhiteman
Level 10
November 21, 2017

LPs, LPTs, Emails, and ETs (and Forms, which aren't on your list) can be grabbed using the Asset API. But your goal as a whole can't be accomplished, since details like Smart List triggers/filters and Flow steps aren't exportable.

Marketo -- like most complex SaaS applications, I must say -- doesn't provide you with one-click reproducibility of your entire instance setup. Some things remain UI-only.

That doesn't seem very user-friendly, why aren't our data kept at least for a few years should we start using Marketo again in the future?

User-friendliness isn't so important for ex-users.  

Seriously and personally (as someone who has worked on several SaaS platforms) the appeal of giving customers an offboarding method that they can use to rebuild entirely on a competing platforms is... limited? Though we understand that people might use the backup so they can get back in action on our platform, the cost of building a thorough export format for everything is way more than just keeping a copy of their setup around for a year or so (but in our proprietary format, not as a dumpfile or anything). But it's not a guaranteed thing, more like "I think these guys are legitimately coming back" vs. "These guys are off and running with a competitor, fuggedaboutit" case-by-case.

If you want your Marketo setup to be kept "on the side" of another product, you could in theory wipe the entire lead database and downgrade your subscription to a more affordable level?

    A
    Anonymous
    November 22, 2017

    Thanks for the explanation.

    Can you provide more detail on the "asset API" you mentioned? I looked at the documentation but I'm not seeing info on how to export stuff, only tasks like create/edit/delete/approve etc. So far we have our leads and email templates exported only, the other things I haven't found an efficient way to export yet.

      Dan_Stevens_
      Dan_Stevens_
      Level 10
      November 22, 2017

      Here's the documentation for using the API to export assets: http://developers.marketo.com/rest-api/

        Matt_Moore1
        Matt_Moore1
        Level 1
        July 30, 2018

        I agree this would be a good feature. Even for just Smart Lists where you can export all the filtration, flows, and scheduling. To me, this would make editing robust and complicated smartlist's much easier if we could export them to excel, much like you can with a Smart campaign.

        Kevin_Weisenber
        Kevin_Weisenber
        Level 4
        July 31, 2018

        A few companies are offering a similar service to back up activity data due to the upcoming marketo retention policy changing. This will not include campaigns and creative assets, for these I recommend the other recommended suggestions.

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