Sharpspring to Marketo Email Migration Process
Download the Images for the Dealership
In Sharpspring, open any email.
Click on the logo to get the edit menu to pop up
Click the "+" drop-down menu and select "Image"
Click the image search button next to the source
Select all Images and Folders by clicking in the bottom-right of each icon/image.
Click "Manage" and then "Download"
Find the downloaded folder, and extract the images so they're not in a .zip. This can be done many ways, But the easiest is to create a folder with the dealer name, open the zipped folder, and drag the images into the new folder.
Uploading Images to Marketo
In Marketo, head to the design studio
Find the dealership in the list, and click on the "Images and Files" area.
Under the "Images and Files" header, select "Upload Image or File"
Save in the Folder "-- Images and Files --"
Click "Browse" and find the folder you just created in the last step. Open it and press "crtl+a" to select all of the images and the click "Open"
Click "Upload"
Click "Finish" once completed
Migrating Emails
These steps will have to be repeated for all emails running in an account. A list and reference guide will be provided at the end of the instructions.
Before you get started, open your favorite text editor (we will be using Notepad++)
Open the email in SharpSpring, click the three dots in the top-right corner, and select "View Code"
Click into the code, and press "ctrl+a" to select all of the code.
Copy and Paste the code into your text editor.
Press "ctrl+f" to open the "find" function in your text editor and search for all instances of the string "img src".
Look for all image source links. They will look something like this:
When you find a link, head to the images you just uploaded in Marketo and search for the file name (the underlined portion here) using the "Quick Find" box at the bottom of the list
Click on the image, copy the URL, and replace the source URL in the code.
So this:
Will become:
Now that you have the image code, you can replace the static portion of the URL without having to search for each image.
So for this client, each time we find an image source, we can take everything but the file name and replace it with "https://info.dealerspike.com/rs/281-AJJ-186/images/"
Our next link:
Will change to
Once you've replaced all of the image source code, press "ctrl+a" to select all of the code. Copy it with "ctrl+c"
Go to "Marketing Activities" in Marketo. Find the client's workspace and find the program for the email you're working on. In this case, we're updating the welcome email, so we'll go to the generic "Web Request" program.
Open the "Assets" folder and find the email that is sent to customers.
Edit the email, and select "Edit Code" at the top of the page.
"Ctrl+a" to select all the code and then delete it. Paste in the updated code from your text editor.
Press "Save" and scan the email for any major issues.
Updating the Send Settings
Back in Sharpspring, open the send settings by clicking the "Email" icon on the left of the screen.
Copy the settings over to the email in Marketo
Reference List of Emails to Migrate
Sharpspring Email | Marketo Program | Reference/ How to Find | Marketo Img Reference | Notes |
Welcome to the Family | Web Request | Stand-alone Program | ||
Parts Department | Parts Request | Stand-alone Program | ||
Service Department | Service Request | Stand-alone Program | ||
Finance | Financing | Stand-alone Program | ||
Let Us Help You Find What You're Looking For | Contact Us | Stand-alone Program | ||
Trade In | Trade Value | Stand-alone Program | ||
How to Choose a... | Pre-sale Nurture | Nested Nurture within Pre-Sale Nurture | Up to 4 different vehicle types | |
Where to use your... | Pre-sale Nurture | Nested Nurture within Pre-Sale Nurture | Up to 4 different vehicle types | |
Check out the latest... | Pre-sale Nurture | Nested Nurture within Pre-Sale Nurture | Up to 4 different vehicle types | |
Test Ride a... | Pre-sale Nurture | Nested Nurture within Pre-Sale Nurture | Up to 4 different vehicle types | |
Thank You | Post-Sales Nurture | Nested Nurture within Post-Sale Nurture | Up to 4 different vehicle types | |
Parts & Accessories | Post-Sales Nurture | Nested Nurture within Post-Sale Nurture | Up to 4 different vehicle types | |
Service Reminder | Post-Sales Nurture | Nested Nurture within Post-Sale Nurture | Up to 4 different vehicle types | |
Trade-In Reminder | Post-Sales Nurture | Nested Nurture within Post-Sale Nurture | Up to 4 different vehicle types |