Email Marketing Platform Migration
EMAIL MARKETING PLATFORM MIGRATION
Package Includes
- 1 source email marketing platform
- 1 destination email marketing platform
- Up to 10,000 contacts
- Up to 15 mapped contact fields
- Up to 10 lists or segments
- Subscription and suppression data migration
- Up to 3 recreated email templates
- Up to 2 forms
- 1 basic automation with up to 5 actions
- 1 sending domain authentication setup
- Migration testing and validation
- Final implementation summary
Move Your Email Marketing Without Losing the Foundation
Move Your Email Marketing Without Starting Over
Changing email marketing platforms should not mean rebuilding your entire marketing foundation from scratch.
Our Email Marketing Platform Migration service helps move the essential parts of your existing email marketing operation from one platform to another while keeping your audience organization, subscription information, reusable assets, and core marketing structure intact.
This service can be used for migrations between platforms such as Mailchimp, Klaviyo, Brevo, Zoho Campaigns, HubSpot, and other compatible email marketing systems.
Migration Planning & Audit
Before transferring anything, we review the existing account and determine what needs to be migrated, recreated, reorganized, or left behind.
The migration review may include:
- Contact database structure
- Lists and segments
- Contact fields and properties
- Subscription preferences
- Suppression and unsubscribe data
- Email templates
- Forms
- Sender configuration
- Existing automations and workflows
This helps create a structured migration plan before changes are made.
Contact & Audience Migration
We prepare and transfer up to 10,000 approved contacts into the destination platform.
Included:
- Up to 10,000 contacts
- Up to 15 mapped contact fields or properties
- Up to 10 lists, segments, or audience structures
- Subscription status mapping
- Suppression and unsubscribe data where supported
- Marketing contact status or equivalent configuration where applicable
Contact structures are adapted to the destination platform rather than simply copied without review.
Email Template Recreation
Up to three existing email templates can be recreated in the new platform using its available email builder.
Included:
- Up to 3 email templates
- Existing brand colors and styling
- Responsive layout review
- CTA configuration
- Footer and sender information
- Link review
Exact design reproduction may vary depending on the capabilities of the destination platform.
Forms & Lead Capture
Where supported, we can recreate or reconnect up to two existing lead capture forms.
This may include:
- Up to 2 forms
- Contact field mapping
- Subscription options
- Basic confirmation behavior
- HubSpot, Zoho, Mailchimp, Brevo, Klaviyo, or other platform-specific form configuration
Basic Automation Migration
One basic existing automation can be recreated using the native automation tools available in the destination platform.
Included:
- 1 automation or workflow
- Up to 5 workflow actions
- Enrollment or trigger setup
- Basic delays
- Basic conditions
- Suppression or exit rules where supported
More complex automation systems can be quoted separately.
Sender & Domain Configuration
We help prepare one client-owned sending domain for use with the destination platform.
This includes:
- Sender identity review
- One sending domain
- DKIM configuration
- SPF review
- DMARC review
- Platform authentication status verification
Proper authentication helps establish a clean technical foundation for future email campaigns.
Testing & Validation
After migration, we review the transferred structure before handoff.
Testing may include:
- Contact count validation
- Contact property mapping
- List and segment review
- Subscription status review
- Suppression data review
- Email template previews
- Form submissions
- Automation testing
- Sender authentication status
- Test email delivery
Any platform limitations discovered during migration are documented for the client.
What's Included
- Migration from 1 source platform
- Setup in 1 destination platform
- Up to 10,000 contacts
- Up to 15 contact fields
- Up to 10 lists or segments
- Subscription and suppression data
- Up to 3 recreated email templates
- Up to 2 forms
- 1 basic automation
- Up to 5 automation actions
- 1 sending domain setup
- Migration testing
- Final handoff summary
Client Requirements
The client must provide:
- Access to the existing email marketing platform
- Access to the destination platform
- Active destination platform subscription
- Permission-based contact data
- Existing templates and brand assets
- Existing automation information
- DNS access where required
- Timely approvals during migration
Delivery
Standard delivery is approximately 7–10 business days after all required account access, data, assets, and approvals have been received.
Large databases, DNS propagation, third-party integrations, or platform processing may extend the timeline.
One consolidated correction round within the original scope is included.
Not Included
- More than 10,000 contacts
- Multiple source platforms
- Multiple destination platforms
- Major CRM database cleanup
- Contact data enrichment
- Custom API development
- Complex automation reconstruction
- Dedicated IP migration or warming
- Historical engagement reconstruction where data cannot be exported
- Platform subscription fees
- Third-party application fees
- Ongoing campaign management
- Legal or compliance advice
- Guaranteed deliverability, engagement, leads, conversions, or revenue
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