hubspot to pardot - interrupt media15. open both hubspot and pardot. 16. create your emails in...

1. If you have segmentation lists in Hubspot, we recommend re-creating the lists in Pardot first and then importing your contacts by list.

2. Prepare for your migration by recreating your lists in Pardot. Navigate to Marketing. Then click Segmentation -> Lists -> Add List. (Screen_01, Screen_02)

3. Name your list. 4. In Hubspot, go to the contacts section.5. Under options, click export. This will begin the download of a CSV file of all your contacts and

fields. (Screen_03)

MIGRATIONCHECKLIST:

Migrating from Hubspot to Pardot can feel like a daunting task, but it doesn’t have to be. With a knowledgeable support team and thoughtfully organized, step-by-step processes, you can make the transition to Pardot efficient and hassle-free.

This checklist will take you through each aspect of the migration process from Hubspot to Pardot and lay out the best practices for your transition.

Hubspot to Pardot

Before You Begin

Contacts Database & ListsPART 1:

As a rule of thumb, we recommend that you export and save all historical data from Hubspot if possible.

When naming your assets, we recommend the following naming conventions:• Have a date at the beginning of the asset • Use 3-4 words for a description, here are some examples:

• For Campaigns: 201910 Newsletter, 2019Q3 Prospect Nurturing, etc. • For Emails: 20191015 Newsletter, 2019Q3 Prospect Nurturing Welcoming Email, etc. • For files: Event Email Header, Facebook Logo for Footer, etc.

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6. You may also want to write down any list filters used in Hubspot so you can recreate them in Pardot.

7. If you need to do any clean up or remove unnecessary fields, you can do this from the export sheet before importing to Pardot.

8. Now navigate back over to Pardot.


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9. Create any custom fields you need in Pardot before importing your list. To do this, go to Admin -> Configure Fields -> Prospect Fields -> Add Custom Field. Then click Create Custom Field to save. (Screen_04)

10. Import your CSV to Pardot using the import wizard. (Screen_05)11. Scan briefly to ensure everything mapped over correctly.

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Lead ScoringPART 2:

12. Document your criteria and point assignments from Marketo.13. Depending on how mature your scoring is, the scoring can live in the scoring page, completion

actions, page rules, or automation rules.

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14. You can customize the default prospect scoring system in Pardot so that you can recreate a similar, or better, system. For best practices, you can use this template and modify it based on your needs. (Screen_06)


Email ContentPART 3:

15. Open both Hubspot and Pardot.16. Create your emails in Pardot under Marketing -> Emails -> Templates to use one of their

premade templates to replicate your Hubspot emails.

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17. For text, the solution is as simple as copying and pasting email text from Hubspot into a Pardot email.

18. For images, you will need to save the asset to your computer and upload into Pardot.19. For more complex emails, such as those with customizations or dynamic content, we

recommend saving the HTML file and having someone with coding knowledge set it up in your new system.

Automation CampaignsPART 4:

20. In Pardot, your automation capabilities consist of actions, triggers, and rules.a. Actions - tell the program to do something (i.e. send an email).b. Triggers - an action taken by the prospect that starts the automation (i.e. clicks a link).c. Rules - tells the program to check for a condition to see if it matches a criteria (i.e. is the

prospect on a certain list).

https://help.salesforce.com/articleView?id=pardot_leadqual_scoring_baseline.htm


21. In Pardot, your automation capabilities consist of actions, triggers, and rules.a. Actions - tell the program to do something (i.e. send an email).b. Triggers - an action taken by the prospect that starts the automation (i.e. clicks a link).c. Rules - tells the program to check for a condition to see if it matches a criteria (i.e. is the

prospect on a certain list). 22. Open both Hubspot and Pardot side by side. 23. Recreate your automation sequences in Pardot by navigating to the Automation page ->

Add Automation Rule and carefully replicating your Hubspot actions into your new Pardot automations.

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24. You will not see a 1:1 equivalent in Pardot, but by having both programs open at the same time you will be able to compare and find equivalent or better options.

25. Test each of your campaigns fully to work out any bugs before terminating your Hubspot services.

26. Similar to your email migration, you will need to go into both programs at once and copy all of your content for each landing page that you wish to recreate in Pardot.

27. Again you may not have a 1:1 equivalent in Pardot, but you can get them fairly close with Pardot templates. To begin, go to the Marketing Tab -> Landing Pages -> New Landing Page.

Landing PagesPART 5:


28. For more complex landing pages, such as those with customizations or dynamic content, we recommend saving the HTML file and having someone with coding knowledge set it up in your new system.

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FormsPART 6:

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29. Take note of your form fields and recreate them in Pardot’s form builder. Navigate to the Marketing tab -> Forms -> New form. (Screen_10)

30. Recreate the automation activities for each form after it is submitted by a prospect. These are referred to as “follow up options” in Hubspot. In Pardot, these are “completion actions.”

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31. You will do this on the Thank You Content tab by entering the content that is displayed after the prospect submits the form.

32. Then enter the code that you want to run after form submission. 33. Then click completion actions -> Next -> Confirm and save your form.

34. In Hubspot, go to Marketing -> Files and Templates -> Files. (Screen_12)35. Save your gated content/images in Hubspot to an external folder.36. Upload the folder to Pardot under Marketing -> Content -> Files. (Screen_13)37. All images and files that were hosted in Hubspot and will now be in Pardot will need to be

relinked in all emails and landing pages that use them or they will appear broken.

FilesPART 7:

We hope that you have found this checklist to be a useful tool for your transition from Hubspotto Pardot. It’s important to note that depending on your level of expertise with automation toolsand the amount of data your current tool contains, migration can take anywhere from a few daysto a few weeks.

If this checklist has left you feeling overwhelmed and out of your wheelhouse, we’d love to schedule a chat with you to discuss how we at Interrupt Media can use our marketing automation expertise to assist you with a major migration from one tool to another.


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hubspot to pardot - interrupt media15. open both hubspot and pardot. 16. create your emails in...

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