MarTech Software Configuration Checklist

To perform a comprehensive MarTech Software Configuration, it is essential to follow a structured approach. Since each case is highly specific, we cannot provide you with an exact list of all the relevant tasks. However, our Senior Consultants have outlined the essential steps and settings required to configure marketing technology (MarTech) software effectively. Here are some key points to consider when using a MarTech Software Configuration Checklist.

Before Going Through Your MarTech Software Configuration Checklist…

Before embarking on the configuration journey of your MarTech software, it is essential to meticulously plan and lay the groundwork for a successful implementation. A well-structured approach ensures that your marketing technology aligns with your business goals and functions seamlessly. To guide you through this process, consider the following critical elements in your MarTech software configuration checklist.


Account Structure

  • Establish a clear and logical account structure that mirrors your organizational hierarchy.
  • Ensure proper labeling and naming conventions for easy navigation and reporting.

Data Sources & Segmentation Rules

  • Identify and integrate data sources that feed into your MarTech ecosystem.
  • Create segmentation rules for both incoming and outgoing data flows to target specific audience segments effectively.

Detailed Data Flow

  • Develop a comprehensive data model that outlines how data flows through your MarTech stack.
  • Specify data mapping and transformation processes to maintain data accuracy and consistency.

Personalization Strategy

  • Define personalization strategies encompassing branding, content, and user experiences.
  • Establish rules for dynamic content delivery based on user preferences, behavior, or demographics.

Roles & User Distribution

  • Clearly define the responsibilities and access levels associated with different user roles.
  • Ensure that your MarTech system accommodates role-specific needs, from content creators to administrators.

Key Ideas For a Good
MarTech Software Configuration Checklist

This is not an exhaustive list; rather, it’s intended to highlight some of the key considerations and provide helpful insights for approaching a new configuration project. This checklist aims to assist you in comprehending the various tasks involved and preparing for the project’s challenges.

General Setup
Setup business units
Create seperated business units for your different businesses or brands.
Setup user accounts
Add users to the platform and assign the relevant rights.
Configure API Endpoints
Create or identify the relevant endpoints and get your credentials.
Configure FTP or SFTP spaces
Connect and organise your private and secured space, where you can upload and download files.
Third-Party Integrations
Incoming flows
Configure the incoming data flows. In a majority of cases, your software will offer you native integrations in a few clicks.
Outgoing flows
Make sure that data and insights can be sent back to your main database or your reporting tools.
Standard APIs
In general, MarTech offer a wide range of standard API endpoints. It is always worth taking some time to go through the official documentation.
Data Model
Data sources and incoming data sets
Identify objects that will be imported from external tools into your software.
Data sets generated by the tool
Identify objects stored into the tool and data collected via user activities (ex: session logs, unsubscribe).
Orchestration of the different data flows
Configure the way automations interact with each other (i.e. import, export, cleaning).
Monitoring & Alerts
Configure the most relevant KPIs. They can be displayed via standard dashboards (i.e. Amount of Contacts, Amount of Activities, Funnel).
Standard alerts from the tool
Use every opportunity to follow the behavior of your tool via standard workflows (i.e. landing pages are online, integrations are operational).
Additional custom Alerts
Ask yourself if you shouldn't program custom alerts for very specific KPIs (i.e. particlar step in your journey or funnel).
Assets / Content
Text & Translations
Try to automate the usage of texts and translations. Otherwise, you will need to multiply your amount of audiences, segments and workflows.
There are pro and contra why pictures should be stored in the tool or on your own server. Just have a look.
Landing pages / Emails
Make sure that the code is supported by the tool. Certain tools work only with specific languages (i.e. AMPSCRIPT or LIQUID). You may need an an additional effort before injecting your assets in your software.
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