How to migrate a smart campaign from one Marketo instance to another

Forum|Forum|8 years ago
August 2, 2017
2 replies
2418 views

Does anyone know if Marketo allows some function to template campaigns and then migrate those campaign as a template from one Marketo instance to another Marketo instance?

We have a campaign library with number of campaigns and would like to migrate this campaign library to another Marketo client instance with a click of a button.

Appreciate if I can get some help or related documentation available on this.

-Thanks,

Waqas

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SanfordWhiteman

Level 10

You should move this and your other question to Products. This place is for discussing the Champs incentive program itself, not support.

Grégoire_Miche2

Level 10

+1 on Sanford, please move it.

You cannot move a smart campaign but you can clone a whole program. You will have first to ask support to connect the 2 instances. Once this is done, you will be able to "import" the program in the target instance, from the source one.

-Greg

A

Anonymous

Thanks Greg and Sanford for quick reply. I've moved it to Products.

@Grégoire Michel - Is it also possible to clone the whole Marketo instance to another, i.e. including custom DB fields, custom objects, data and programs?

Grégoire_Miche2

Level 10

AFAIK, you can ask support to do this for you.

Some things will not be "clonable" though, typically anything that relate to the CRM integration.

Greg

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