Setting up for success in the
New Partner Marketing Hub (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.

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.

 

✅ 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.