Determining the Data to be Moved
When you change your email marketing system, you will have a variety of data, folders, templates, and emails that you will need to migrate. To make the transition easier, you need to determine everything from your images, landing pages, and forms to your email templates and segmentation lists. The different departments that use your current system (sales team, software team, etc.) need to agree on which elements need to be migrated, what the naming conventions for these elements will be in the new system, and what the new folder structure will be.
Contents and Templates
If you want to move your existing email drafts, you need to make sure that these drafts work on the editing page of the automation system you are switching to. For example, if you have email drafts that you have personalized, you need to be extra careful about this issue. If the new email automation system you are switching to does not have this feature or needs to be edited, your emails may be sent as "Hello <name>" instead of "Hello Ahmet" or if the type of visual content you have uploaded is not supported, your emails may be sent corrupted and this may cause your emails to end up in spam folders.
Migrating Email Lists
Keeping your lists up-to-date and clean can sometimes be time-consuming and you may not always prioritize it. System changes can be a great opportunity to start a clean slate with your lists. During this transition, you can clean up inactive contact data or unused images, emails, etc. For example, when the Mailchimp platform exports your emails, it presents your unfollowers as a separate list , and you do not need to transfer data that does not follow you to a new platform. While doing this cleaning, the people in your data may be part of the automated workflows that are already running, and these can negatively affect the campaigns you are running. You can read which metrics you should examine while keeping your data up-to-date and clean in our blog post titled Email Analysis: 6 Email Marketing Metrics to Track .
The data you have on hand will probably be more than just your first name, last name, and email address. It would be very useful to check in advance which data you can and cannot use in the automation system you are switching to. For example , Hubspot.com offers an academy service with videos and sample templates to help you with this.
Reports and Analysis
Don’t forget to download the reports and analyses you check while overseas chinese in worldwide data creating current email campaigns before closing the automation system you are using. These reports and analyses will help you shape your campaigns better in the future. If you are using a third-party software for reports and analyses, make sure that you have properly established the connection between your email marketing software and the third-party software you will be switching to. If these procedures are not done properly, you may lose your past data and have difficulty analyzing the new email campaigns you will create.
Forms and Landing Pages
If the forms and landing pages you use on your website are connected to lists in your current email automation system, the data in these lists will be affected if you do the migration incorrectly. Make sure that your new database matches the fields in the forms (name, surname, email, company name, etc.), otherwise this data will not match and will not be transferred. Items connected to your lists, such as subscription forms and membership pages, initiate their interaction with email with a trigger. To prevent any interruptions during the migration process, be sure to identify the pages or registration forms that trigger your emails or initiate a process and test them in your new system.
IP Identification
When you start using the new email automation system, your "sender" reputation may be negatively affected and may end up in spam or junk folders. In order to overcome this situation with minimal damage during the transition process, the first thing to do is to define the domain address of the system you are newly transitioning to on your website. You can ask for support from the software team on this issue.
Afterwards, it would be correct to send the emails you will send to the most relevant people. Because as the opening rate and click-through rate increase, the rate of your sender address ending up in the spam folder will decrease.
Automations and Workflows
There are many things to consider when moving workflows that trigger your automation to your new system, such as new member welcome emails, anniversary celebration emails for your customers, etc. Keep in mind that many elements in your automation and workflows, such as active/static lists, registration forms, and landing pages, will be associated.
Don't rush to determine where your triggers are located and what data will be affected, listing these items carefully will make your job easier. This listing will also be an opportunity to identify gaps in your workflows, if any.
