Before You Start
Before moving to a new Marketing Automation Platform, make sure you:
Have admin access in Knak
Have login credentials for your new MAP
Connect Your New Marketing Automation Platform
First, connect your new integration in Knak.
Go to Admin
Click Integrations
Click Platforms
Select your new Marketing Automation Platform
Complete the integration setup steps
Add Sync Restrictions (Optional)
Sync restrictions help control where assets sync inside your Marketing Automation Platform.
Go to Admin
Click Integrations
Open the Sync Restrictions tab
Add restrictions as needed
You can use sync restrictions to:
Limit sync destinations
Organize assets by workspace or folder
Prevent accidental publishing
Learn more in the related article: How to Set Up Sync Location Restrictions
Edit Merge Tags
Merge tags, also called personalization tokens, may differ between Marketing Automation Platforms.
Knak merge tags support multiple MAP formats in a single token. This helps reduce rebuild work during migration.
Update Existing Merge Tags
Open your templates or modules
Locate your existing merge tags
Edit the tag values to support your new Marketing Automation Platform
Save your changes
You can also create new merge tags if additional personalization fields are needed for your new MAP.
Learn more in the related article: No-Code and Multi-MAP Merge Tags
Update Landing Page Forms
Landing pages using embedded forms from your old MAP must be updated.
Replace Existing Forms
Open your landing page
Locate the current form
Replace it with the form from your new MAP
Save and republish the page
Test the form submission after publishing.
Review UTM Parameters and Tracking
Your previous MAP may have used custom tracking parameters that do not transfer automatically.
Review all:
UTM parameters
Tracking links
Analytics settings
Campaign naming conventions
Bulk Update UTM Settings
You can update UTM settings at the brand level.
Email Settings
Go to Admin
Click Brands
Select your brand
Click Edit Brand
Open Email Settings
Update Brand-Level UTM Settings
You can bulk update UTM parameters and tracking settings at the brand level for both emails and landing pages.
Go to Admin
Click Brands
Select your brand
Click Edit Brand
Open either:
Email Settings for email tracking settings
Page Settings for landing page tracking settings
Important Notes
Keep fields unlocked if changes should only apply to new assets
Lock fields if changes should apply to existing assets when reopened
You need the correct role permissions to update brand-level admin settings
Best Practices for MAP Migration
Follow these recommendations during your transition:
Best Practice | Why It Matters |
Connect the new MAP before disconnecting the old one | Prevents workflow interruptions |
Test forms and emails after updates | Confirms sync and tracking work correctly |
Review merge tags carefully | Prevents broken personalization |
Update tracking settings early | Maintains analytics accuracy |
Document all changes | Makes troubleshooting easier |
Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.