Transition Guide

👉 Step 1: Migrate Your Contacts and Leads

📌 Your leads and contacts are your biggest asset—transferring them now ensures you don’t lose critical data and can continue seamless campaign execution.

Here's What to Do:

1️⃣ Export Contacts (Legacy PMH)

2️⃣ Prepare Contact List for Import

3️⃣ Import Contacts (New PMH)

1️⃣ Export Contacts from the Legacy PMH

Log in to the Legacy PMH.
Go to Contact Lists (from the navigation bar at the top).
Click on the contact list you wish to export.
Click Export.
Go to the My Downloads page, download the contact list, and save the spreadsheet to your computer.

💡 Tip: You can also export leads by going to the All Leads page.

2️⃣ Prepare Your Contact List for Import

✔ Now that you've saved your contact list to your computer, ensure your spreadsheet includes the following columns:

First name
Last Name
Company
Email Address

💡 Tip: Each field must be in a separate column (e.g., "First Name" and "Last Name" should be in different columns).

3️⃣ Import Contacts to the New PMH

Log in to the New PMH.
From the navigation bar at the top, go to the Contatcs page.
Select New > Import.
Click Choose File, then select the saved contact list from your local drive.
Above the Data Processing and Privacy Agreement box, click the check box.
Click Upload.
Map your column headers to the appropriate fields, then click Continue.
From the Import into Group(s) area, rename your group, then click Run Import.

👉 Step 2: Authenticate Your Email

📌 You must authenticate your email to ensure the emails you send are delivered to your desired recipients.

Here's What to Do:

1️⃣ Add a SPF TXT record

2️⃣ Whitelist mail servers & IP address

3️⃣ Enable DMARC

1️⃣ Add a Sender Policy Framework (SPF) TXT record

An SPF (Sender Policy Framework) record is a security measure that tells email providers that the Partner Marketing Hub is authorized to send emails on your behalf. Without it, your emails may be blocked, flagged as spam, or rejected entirely.

1. Locate Your Domain Settings (e.g., GoDaddy, Cloudflare, Namecheap) and log in.

2. Navigate to your DNS settings.

3. In the TXT record section, add the following code to the "Value" or "Text" field:

v=spf1 include:campaigns.structuredweb.com all

4. Save & Apply Changes. It may take a few hours for the changes to update.

💡 Need help? Contact your IT team or domain registrar for assistance.

2️⃣ Whitelist mail servers & IP address

🔍Check with your IT team or email administrator to confirm if your company has email filtering in place.

❌ No → No action is needed.

✅ Yes → Follow the steps below to whitelist our email servers to prevent messages from being blocked.

✅ Whitelist Emails:

1. Ask your IT team or email administrator to add the IP address 50.31.61.2. as trusted sender.
2. If you don’t have IT support, check with your domain registrar for assistance.

3️⃣ Contact customer support to enable DMARC

📌 DMARC (Domain-based Message Authentication, Reporting & Conformance) is a security measure that prevents email spoofing and ensures that your emails are coming from a trusted source. Without it, your emails may be blocked or flagged as spam, or they may fail to reach recipients.

What You Need to Do:

🔍 Check Your Company Profile Page for the following DMARC warning message:

❌ No → No action is needed.

✅ Yes → Follow the steps below to enable DMARC.

Enable Demark:

1. Email Customer Support with the subject: "Enable DMARC for PMH Emails."
2. Follow the instructions from Support to update your DNS records with your domain provider (e.g., GoDaddy, Cloudflare) in order to enable DMARC with the Partner Marketing Hub as the sender.

👉 Step 3: Update Your Website

📌 Quickly and easily present Hitachi Vantara solutions on your website through web content syndication, then convert visitors to your site into leads that are automatically sent to you through the PMH for follow-up. We've made it easy to automatically update your website with our latest offerings - no need to make manual changes!

Update your website now!

Here's What to Do:

Log in to the new PMH.
Click here, then select the Hitachi Vantara Showcase tile.
Select Customize & Activate at the top left corner of the screen.
Follow the steps on page to implement the web content syndication on your website.