01
Audit
We assess your current ESP setup, subscriber data, templates, automations, and connected systems, so nothing critical gets missed before the move.
ESP Migration
ESP migration for publishers, ecommerce brands, and membership businesses that need to move to a new email platform without losing subscriber data, broken automations, or sign-up momentum.
12+ years · 200+ projects · Avg client relationship: 2+ years
Working with us
Move email platforms with less risk and less rework
A good ESP migration preserves the parts of your email program that already work and fixes the parts that have been slowing you down. You get clean subscriber data, rebuilt automations, working forms and integrations, and a launch process designed to protect deliverability and reporting.
We handle email platform migration for media companies, membership businesses, ecommerce brands, and teams that rely on newsletters, lifecycle email, or paid subscriptions. The work usually covers subscriber and segment migration, template and automation rebuilds, and integration updates across your site, CRM, and forms.
What we cover
A safer email platform migration starts with the details.
01
Platform Audit
We review lists, segments, custom fields, signup sources, automations, templates, suppression rules, and connected tools before anything moves. You get a clear inventory of what must be migrated, rebuilt, merged, or retired.
02
Subscriber Data Migration
We export, clean, map, and import subscriber records, consent status, tags, segments, and historical fields into the new ESP. This reduces duplicate contacts, broken personalization, and list logic that stops working after launch.
03
Template Rebuilds
We rebuild campaign and newsletter templates for the destination platform, including modular content blocks, dynamic sections, and mobile behavior. Your team gets templates they can actually use without hand-editing HTML every send.
04
Automation Migration
We recreate welcome series, nurture flows, transactional triggers, and branching logic in the new platform. We test enrollment rules, delays, exclusions, and exit conditions so contacts enter the right sequence at the right time.
05
Form and Integration Updates
We reconnect signup forms, preference centers, CRM syncs, ecommerce events, and webhooks so data keeps flowing after cutover. This is where many email migration services fail, so we validate field mapping and event handling end to end.
06
Deliverability Safeguards
We configure sending domains, SPF, DKIM, DMARC, bounce handling, and warmup steps where needed. That gives your new email service provider migration a better chance of landing cleanly instead of triggering avoidable reputation issues.
07
Tracking and Reporting Setup
We verify UTM standards, conversion tracking, event naming, and dashboard continuity before launch. You keep visibility into subscriber growth, campaign performance, and source attribution after the move.
08
Launch and Validation
We run preflight checks, test sends, rollback planning, and post-launch monitoring during the cutover window. The goal is simple: subscribers keep receiving the right emails, and your team is not left sorting out problems in production.
Our process
Protect your email program with a controlled migration process.
02
Plan
We map lists, fields, automations, domains, forms, and rollback steps into a migration plan, so your team knows what moves, what gets rebuilt, and when.
03
Migrate
We move subscriber records, rebuild templates and flows, and reconnect integrations in the new platform, so your email program is ready without a rushed cutover.
04
QA
We test imports, personalization fields, trigger logic, signup forms, unsubscribe behavior, and test sends, so the new ESP behaves correctly before launch.
05
Launch
We coordinate domain updates, final syncs, live send checks, and post-launch monitoring, so your team can switch platforms with fewer surprises.
FAQS
Commonly asked questions
What is included in an ESP migration?
An ESP migration usually includes subscriber data, segments, custom fields, templates, automations, signup forms, sending domains, and connected integrations. In many cases, some pieces are migrated directly and others need to be rebuilt for the new platform.
Can you migrate our automations and journeys too?
Yes, but automation migration is rarely a straight export and import. Different platforms handle triggers, conditions, delays, and event data differently, so we usually rebuild and test each flow in the new ESP.
How do you protect deliverability during an email service provider migration?
We review your domain setup, sender authentication, suppression handling, and sending history before cutover. If the new platform requires it, we also plan warmup steps so your first sends do not create avoidable reputation problems.
Should we clean up our data before the migration?
Yes, and this is one of the best times to do it. A migration is a chance to remove bad fields, merge duplicate logic, retire old automations, and move into the new platform with a cleaner setup.
How long does an email platform migration take?
It depends on the size of your list, the number of automations, and how many systems connect to your ESP. A simple migration can take a few weeks, while a complex setup with multiple integrations and lifecycle flows takes longer.
Will we lose subscriber data during the migration?
Not if the migration is planned and validated properly. We map fields, clean the source data, test imports, and verify counts before launch so your lists, consent data, and segmentation logic carry over correctly.
Can you update website forms and CRM integrations as part of the migration?
Yes. That is a core part of the work because sign-up forms, preference centers, ecommerce events, and CRM syncs often break when teams only focus on moving lists.
Do you handle post-launch support after the new ESP goes live?
Yes. We monitor the launch, validate key flows and sends, and help resolve issues that only show up in production. Launch is not the end of the migration work.
Get started
Get a clear migration plan before you switch platforms
Tell us what you’re building and we’ll get back to you within one business day.