Migration:
● Crafting an action plan for migrating the contact database, engagement data, and marketing
assets
● Build APIs and other code libraries to automate migration related operations
● Remediation for data mismatches or other issues related to mismatches between systems
Implementation/Setup:
● Platform setup with necessary legal, billing and domain information
● Setup brand assets on the platform as per branding guidelines
● Setup CNAME for branded URLs of emails and landing pages
● Create data fields and validation rules based on database structure design
● Creation of branded email and landing page templates
● Setup legal information for compliance with GDPR, CCPA, CASL, CAN-SPAM and others
● Setup opt-in, opt-out, subscription centre, privacy policy, cookie policy and other regulatory
or compliance related requirements
● Configure mailboxes for email sends, sms gateway, push notifications and any other
communication channel
● Setting up SPF and DKIM records to enhance email deliverability
● Add tracking code to the website, mobile apps and all other digital customer experience
channels
● Integration with social media accounts, chatbots, google analytics, google tag manager,
programmatic media platforms, visual analytics tools and other components of your
martech stack
● Integration of social media profiles and social media ad manager accounts
● Integration with all lead generation forms across website, social media platforms, content
syndication platforms and all other internal and external platforms
● CRM integration and build sync protocols
● Setup operational automation workflows for data normalisation, list segmentation, data
cleaning, subscription management, auto responders etc.
● Create lead scoring models, life cycle stage definition, qualification criteria and progressive
profiling
● Creating sandbox environment for testing implementation and setup before actual go lives
● Setting up test case data and use case scenarios
● Build data security protocols and ensure information security in day to day operations