Email Marketing
Migrating to a new email platform without hurting deliverability.
Switching email platforms is mostly a data, automation and reputation problem. Lists, consent records, flows and templates all need to move, and a sudden jump in volume from a new sender looks suspicious. We plan the move so nothing breaks and the sending ramps up safely.
When You Need This
The situations where this work pays for itself.
Signs it is time
- Your current platform is too costly, limited or unreliable
- You are moving from one tool to Klaviyo, Mailchimp or another platform
- You changed store platforms and need the email integration rebuilt
- You are afraid of losing automations and history
- You are consolidating several tools into one
What you get
- A migration inventory and plan
- Lists and suppressions imported with statuses intact
- Rebuilt and tested flows and templates
- A warm-up schedule and a post-migration review
How We Do It
A clear process you can follow along with.
1. Inventory what exists
We document every list, segment, flow, form, template, integration and report in the old platform, and mark what is live, what is dead and what is worth rebuilding.
2. Export contacts with status and consent
We export subscribers with their status, signup date and source, plus unsubscribes, bounces and complaints. Suppressions must move too or you will email people who opted out. Consent records stay with the list; confirm compliance questions with your attorney.
3. Set up the new account and authentication
We configure the sending domain with SPF, DKIM and DMARC in the new platform before sending anything, and connect the store or CRM integration.
4. Rebuild flows and templates
We rebuild welcome, cart, post-purchase and other flows, and recreate templates and forms. We take the opportunity to remove outdated emails rather than copy everything.
5. Test before cutover
We run test sends and trigger each flow with test events. We confirm tracking, UTM tags, unsubscribe handling and that the new forms write to the right lists.
6. Warm up the sending gradually
We start with the most engaged contacts and increase volume in steps rather than mailing the whole list on day one, because a sudden volume change from a new setup is a risk. We watch bounces and complaints at each step.
7. Cut over and retire the old tool
We switch forms and triggers, turn off old flows to avoid duplicates, keep the old account read-only for a while for reference, and confirm results against pre-migration baselines.
Mistakes We Help You Avoid
Common ways this goes wrong, and what we do instead.
Forgetting suppression lists
Emailing people who unsubscribed damages trust and breaks rules. We move suppressions first.
Mailing the whole list on day one
A new sender with sudden volume is risky. We ramp up.
Running old and new flows together
Customers get duplicate emails. We plan an explicit cutover.
Skipping authentication on the new platform
Mail sent without proper records is the quickest route to spam.
Frequently Asked Questions
Will I lose deliverability when I switch?
Not necessarily. Keeping the same sending domain, authenticating it and ramping volume gradually protects reputation. Shared IP differences between platforms can still cause changes.
Can flow history and reports be moved?
Usually not in full. Contacts and some activity can move, but reports are typically exported and archived separately.
How long does a migration take?
It depends on the number of flows, integrations and list size. We scope it after the inventory rather than quoting a generic timeline.
Want Help With Migrating to a new email platform without hurting deliverability?
Schedule an appointment. Tell us about your business and we will outline the safest, highest-value approach.
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