[{"data":1,"prerenderedAt":185},["ShallowReactive",2],{"industry-cell-martech-implementation-guides":3},{"page":4,"generated":167},{"pageType":5,"url":6,"industry":7,"videoType":8,"seo":9,"heroH1":13,"heroH2":14,"cta":17,"definition":22,"workflows":25,"challenges":52,"features":70,"security":92,"proof":105,"faq":116,"related":131,"schema":163},"cell","\u002Findustries\u002Fmartech\u002Fimplementation-guides\u002F","MarTech","Implementation & setup guides",{"title":10,"metaDescription":11,"canonical":12},"Implementation & Setup Guides for MarTech Software | Trainn","Create setup guides for marketing automation software covering SDK setup, user imports, warehouse sync and moving signup forms.","https:\u002F\u002Ftrainn.co\u002Findustries\u002Fmartech\u002Fimplementation-guides\u002F","Implementation & setup guides for MarTech software",{"sentence1":15,"sentence2":16},"Trainn is an AI-powered product video and guide creation platform that turns screen recordings of your MarTech product into implementation and setup guides and step-by-step guides, with AI voiceover, zooms and subtitles added automatically.","Bundle every setup step into one collection and see how far each customer has got.",{"label":18,"microcopy":19,"secondaryLabel":20,"secondaryUrl":21},"Start free trial","3-day free trial, then $19\u002Fmonth.","Get a demo","\u002Fdemo\u002F",{"heading":23,"body":24},"What are implementation & setup guides for MarTech software?","Implementation and setup guides for MarTech software are step-by-step instructions for adding the SDK to apps, importing users and syncing data from warehouses. Developers and marketers share the work, and one wrong setting sends bad data into every campaign. Trainn creates the guides from one recording, writing each step for you.",{"heading":26,"rows":27},"Common implementation & setup workflows for MarTech software",[28,34,39,43,48],{"workflow":29,"whoRecords":30,"bestFormat":31,"sensitiveData":32,"updateTrigger":33},"Add the SDK to your app","Solutions engineer","Step-by-step guide","API keys","SDK version update",{"workflow":35,"whoRecords":36,"bestFormat":31,"sensitiveData":37,"updateTrigger":38},"Import users from a spreadsheet","Implementation specialist","Contact data","Import tool changes",{"workflow":40,"whoRecords":30,"bestFormat":31,"sensitiveData":41,"updateTrigger":42},"Sync data from your warehouse or cloud storage","Credentials","Sync options change",{"workflow":44,"whoRecords":30,"bestFormat":45,"sensitiveData":46,"updateTrigger":47},"Move data between workspaces","Video","Workspace names","Migration tools change",{"workflow":49,"whoRecords":36,"bestFormat":45,"sensitiveData":50,"updateTrigger":51},"Point existing signup forms at the new platform","Form fields","Form options change",{"heading":53,"items":54},"What makes implementation hard for MarTech software teams?",[55,60,65],{"id":56,"title":57,"problem":58,"howToHandle":59},"challenge-1","Technical steps are hard to follow from text alone","SDK setup needs exact code and settings.","Pair each step with a screenshot.",{"id":61,"title":62,"problem":63,"howToHandle":64},"challenge-2","Small configuration mistakes break integrations","A form linked to the wrong list never triggers journeys.","Show the exact link on screen.",{"id":66,"title":67,"problem":68,"howToHandle":69},"challenge-3","Implementation teams repeat the same walkthroughs","Every customer needs the same SDK setup.","Record it once and send it before kickoff.",{"heading":71,"rows":72},"How Trainn creates implementation & setup guides for MarTech software",[73,77,80,83,86,89],{"name":74,"solves":57,"body":75,"comingSoon":76},"Create a Guide","Record the SDK setup once and get a [step-by-step guide](\u002Fstep-by-step-guide-generator\u002F) with a screenshot per step.",false,{"name":78,"solves":62,"body":79,"comingSoon":76},"Guide Step Editor","Add \"check the list before saving\" on the right step, and blur API keys in that screenshot.",{"name":81,"solves":57,"body":82,"comingSoon":76},"Turn Video into a Guide","Turn the warehouse sync video into a written guide in one click.",{"name":84,"solves":67,"body":85,"comingSoon":76},"Translations","Translate guides into 30+ languages so one set serves every region.",{"name":87,"solves":67,"body":88,"comingSoon":76},"Collections","Group every setup guide in one collection and send it before kickoff. Guides can also run as [interactive guides](\u002Finteractive-guides\u002F).",{"name":90,"solves":62,"body":91,"comingSoon":76},"Video Analytics","[See which steps each customer has opened](\u002Fvideo-analytics\u002F) and check before launch.",{"heading":93,"certifications":94,"recordingHeading":98,"recordingPoints":99,"securityLink":103,"baaNotice":104},"Enterprise security, privacy and compliance",[95,96,97],"ISO 27001 certified","SOC 2 Type 2 attested","GDPR compliant","Recording MarTech workflows safely",[100,101,102],"Record setup in a test workspace with sample contacts.","Use throwaway API keys and credentials, revoked afterward.","Blur anything real with Blur a Spot. Automatic blur through [Trainn's AI video agent](\u002Fai-video-agent\u002F) is coming soon.","[See how Trainn handles security](\u002Fsecurity\u002F)",null,{"variant":106,"metric":104,"headline":107,"metricLabel":104,"outcomes":104,"quote":108,"name":109,"role":110,"company":111,"g2":112,"sourceLabel":113,"sourceUrl":114,"heading":115},"quote","One recording becomes a video, a step-by-step guide and an interactive guide","Nice extras: Trainn generates a step-by-step guide underneath the video. Or create an interactive guide from the video to share. Add chapters so users can jump to a topic in the video, add closed-captions in multiple languages with a few clicks.","Rob B.","Technical Training Strategy Manager","AVEVA",true,"Read Trainn reviews on G2","https:\u002F\u002Fwww.g2.com\u002Fproducts\u002Fguider-labs-inc-trainn\u002Freviews","How MarTech teams use Trainn",[117,121,124,127],{"type":118,"question":119,"answer":120},"industry","What should an implementation guide for MarTech software include?","An implementation guide for MarTech software should take the person rolling out the product through every setup step in order, with the exact values to enter, a screenshot of each field and a check that each step worked. Include:\n\n- **What's needed before starting:** admin access, accounts in connected systems and the people who own each step.\n- **Every setup step, in order:** add the SDK to your app, import users from a spreadsheet, sync data from your warehouse or cloud storage, move data between workspaces and point existing signup forms at the new platform.\n- **Exact values and screenshots.** Field names, settings and where to paste each value, so nothing is left to guesswork.\n- **Sensitive values handled safely.** Api keys and similar details should be test values in the guide, never real ones.\n- **A check after each step,** so problems surface during setup rather than after go-live.\n- **Where to get help** if a step fails.\n\nTrainn's [step-by-step guide generator](\u002Fstep-by-step-guide-generator\u002F) writes each step and captures each screenshot from a single recording.",{"type":118,"question":122,"answer":123},"Should setup steps for MarTech software be videos or written guides?","Mostly step-by-step guides, with short videos only where a step needs explaining. Setting up MarTech software means copying exact values into the right fields, and people copy more accurately from a written step with a screenshot than from a paused video. A practical split:\n\n- **Use guides for exact settings,** such as “add the SDK to your app” or “import users from a spreadsheet”. Each step gets a screenshot of the exact field.\n- **Use a short video to explain why a step matters,** or what happens next, when text alone would leave people guessing.\n- **Make both from one recording.** Trainn produces the video and the written guide together, so each person can use the format they prefer.\n- **Make it clickable when people should practise.** Publish the same recording as an [interactive guide](\u002Finteractive-guides\u002F).\n\nSee [how to turn screen recordings into SOP documentation](\u002Fanswers\u002Fhow-to-turn-screen-recordings-into-sop-documentation\u002F).",{"type":118,"question":125,"answer":126},"How do you keep setup guides current when the product changes?","Update only the steps a product change affects, instead of re-recording or rewriting the whole guide. Most changes to MarTech software move one screen or rename one setting, so most of each guide stays correct:\n\n- **Know what triggers updates,** for example: SDK version update, import tool changes and sync options change.\n- **Replace only the changed steps.** In Trainn's guide editor you can edit a single step and its screenshot; in videos, the clip-by-clip editor replaces only the clip that changed.\n- **Keep the same link.** Every place the guide is shared, from the help center to onboarding emails, shows the updated version.\n- **Keep translations in step.** Linked Videos update translated copies of a video when you change the original.\n\nFor a review schedule, see [how often to update step-by-step guides](\u002Fblog\u002Fhow-often-should-update-step-by-step-guides\u002F).",{"type":128,"question":129,"answer":130},"pricing","How much does Trainn cost?","Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your MarTech software, such as “add the SDK to your app”, and publish it as a video and a step-by-step guide before you pay.\n\n- **Creator plan:** $19 per month for one creator, with up to 15 videos and guides.\n- **More creators or more content:** compare every plan on the [Trainn pricing page](\u002Fpricing\u002F).",{"acrossHeading":132,"up":133,"across":140,"down":150},"More for MarTech software",[134,137],{"text":135,"url":136},"What is a step-by-step guide?","\u002Fblog\u002Fwhat-is-a-step-by-step-guide\u002F",{"text":138,"url":139},"How to embed step-by-step guides","\u002Fblog\u002Fhow-to-embed-step-by-step-guides-on-your-website-or-help-center\u002F",[141,144,147],{"text":142,"url":143},"Product videos and guides for MarTech software","\u002Findustries\u002Fmartech\u002F",{"text":145,"url":146},"Customer onboarding videos for MarTech software","\u002Findustries\u002Fmartech\u002Fonboarding-videos\u002F",{"text":148,"url":149},"Help center & support videos for MarTech software","\u002Findustries\u002Fmartech\u002Fhelp-center-videos\u002F",[151,154,157,160],{"text":152,"url":153},"Step-by-step guide generator","\u002Fstep-by-step-guide-generator\u002F",{"text":155,"url":156},"Interactive guides","\u002Finteractive-guides\u002F",{"text":158,"url":159},"Video analytics","\u002Fvideo-analytics\u002F",{"text":161,"url":162},"Customer enablement software","\u002Fcustomer-enablement-software\u002F",[164,168],{"@context":165,"@type":166,"name":13,"description":11,"url":12,"datePublished":167,"dateModified":167},"https:\u002F\u002Fschema.org","WebPage","2026-10-25",{"@context":165,"@type":169,"mainEntity":170},"FAQPage",[171,176,179,182],{"@type":172,"name":119,"acceptedAnswer":173},"Question",{"@type":174,"text":175},"Answer","An implementation guide for MarTech software should take the person rolling out the product through every setup step in order, with the exact values to enter, a screenshot of each field and a check that each step worked. Include:\n\n- What's needed before starting: admin access, accounts in connected systems and the people who own each step.\n- Every setup step, in order: add the SDK to your app, import users from a spreadsheet, sync data from your warehouse or cloud storage, move data between workspaces and point existing signup forms at the new platform.\n- Exact values and screenshots. Field names, settings and where to paste each value, so nothing is left to guesswork.\n- Sensitive values handled safely. Api keys and similar details should be test values in the guide, never real ones.\n- A check after each step, so problems surface during setup rather than after go-live.\n- Where to get help if a step fails.\n\nTrainn's step-by-step guide generator writes each step and captures each screenshot from a single recording.",{"@type":172,"name":122,"acceptedAnswer":177},{"@type":174,"text":178},"Mostly step-by-step guides, with short videos only where a step needs explaining. Setting up MarTech software means copying exact values into the right fields, and people copy more accurately from a written step with a screenshot than from a paused video. A practical split:\n\n- Use guides for exact settings, such as “add the SDK to your app” or “import users from a spreadsheet”. Each step gets a screenshot of the exact field.\n- Use a short video to explain why a step matters, or what happens next, when text alone would leave people guessing.\n- Make both from one recording. Trainn produces the video and the written guide together, so each person can use the format they prefer.\n- Make it clickable when people should practise. Publish the same recording as an interactive guide.\n\nSee how to turn screen recordings into SOP documentation.",{"@type":172,"name":125,"acceptedAnswer":180},{"@type":174,"text":181},"Update only the steps a product change affects, instead of re-recording or rewriting the whole guide. Most changes to MarTech software move one screen or rename one setting, so most of each guide stays correct:\n\n- Know what triggers updates, for example: SDK version update, import tool changes and sync options change.\n- Replace only the changed steps. In Trainn's guide editor you can edit a single step and its screenshot; in videos, the clip-by-clip editor replaces only the clip that changed.\n- Keep the same link. Every place the guide is shared, from the help center to onboarding emails, shows the updated version.\n- Keep translations in step. Linked Videos update translated copies of a video when you change the original.\n\nFor a review schedule, see how often to update step-by-step guides.",{"@type":172,"name":129,"acceptedAnswer":183},{"@type":174,"text":184},"Trainn's Creator plan costs $19 per month and starts with a 3-day free trial. That's long enough to record one real workflow from your MarTech software, such as “add the SDK to your app”, and publish it as a video and a step-by-step guide before you pay.\n\n- Creator plan: $19 per month for one creator, with up to 15 videos and guides.\n- More creators or more content: compare every plan on the Trainn pricing page.",1793008520932]