ESP Migration Services for your next email platform
We move subscriber data and rebuild the forms, templates, automations, and connections your email program depends on, with a transition plan for sending from the new platform.
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ESP migration: moving an email program, not just an address list.
An email service provider, or ESP, manages email audiences, campaigns, and automated messages. Moving to a new provider can affect subscriber records, preferences, segmentation, reporting, and the systems that trigger emails. A migration needs to account for those differences so your team can operate the program in the destination platform.
Publisher and newsletter moves
Newsletters depend on reliable signup flows, audience segments, templates, and publishing routines. Moving providers means preparing those parts together so the editorial team can continue sending from the new system.
Ecommerce email programs
Store emails can depend on customer events, product data, and purchase history. A provider change needs to account for the data available and how welcome, post-purchase, and other flows will be triggered.
Membership and paid subscriptions
Membership businesses need email preferences and account status to stay aligned with the systems managing access and billing. Those connections matter when moving communication to another provider.
Complex lifecycle automations
Programs with branching sequences and multiple triggers need a map of their existing logic. The destination may implement conditions, timing, and audience membership differently.
Audience consolidation
Several lists or accounts may contain duplicate contacts with different subscription statuses. Consolidation needs clear identity and preference rules so the final audience is organized without treating every address as subscribed.
Connected marketing systems
When forms, CRM records, websites, and other tools feed the email platform, changing the provider affects all of them. The migration must redirect those data flows and test their behavior.
Real projects. Real results.
We built automated content imports for Estate Media, bringing Beehiiv newsletters, videos, and podcasts into its website. Publishing teams continue using their existing tools while the website collects and organizes the content.
Stacked Marketer’s onboarding data and email preference center connect with Campaign Monitor. Content notifications and subscription controls help keep the membership platform and email program working together.
What our ESP migration services cover.
- 01
Email Program Audit
We inventory audiences, segments, templates, automations, signup points, and integrations. The audit distinguishes what needs to be retained, rebuilt, simplified, or left in the old system.
- 02
Subscriber and Preference Mapping
We map contact fields, subscription statuses, suppression records, tags, and relevant preferences. Data preparation preserves the distinctions needed to avoid sending marketing messages to people who have opted out.
- 03
Template and Automation Rebuilds
We recreate agreed templates and email workflows using the destination platform’s features. Trigger, timing, and condition checks help confirm that the new flows behave as intended.
- 04
Forms and System Integrations
We update signup forms, preference centers, CRM connections, ecommerce events, and other data sources. Tests follow a contact from the originating system into the correct audience or workflow.
- 05
Sending Setup and Transition Planning
We coordinate domain authentication and the sending transition with the relevant providers. The plan accounts for testing, audience quality, and any staged rollout needed for the new environment.
- 06
Validation and Team Handover
We check imports, subscription handling, links, templates, and automation triggers before regular sending begins. Your team receives guidance on the new setup and the checks to continue after cutover.
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"Refact built the website with a very tight deadline, and excelled. Their responsiveness, flexibility, and accountability were all great."
"They were excellent at understanding our vision. They delivered the prototype on time and implemented the design successfully on our site."
"For a stretch, Refact was effectively our whole engineering team, and it never once felt that way. They moved with us as we grew five times over, shipped what we needed when we needed it, and treated the product as if it were their own."
How we work.
Everything stays connected under one team from the earliest conversations. The people who help define the project are the same people who design, build and support it, ensuring important decisions are not lost between separate partners and the work stays consistent throughout.
Discovery
We understand your current state, define the future state, and shape the right solution, resulting in a clear project blueprint that guides the work ahead.
Design
We translate the agreed direction into user journeys, screens, and interactive flows your team can review before development begins.
Build
Senior engineers turn the approved direction into a fast, reliable and maintainable digital product, thoroughly tested across the devices and environments your users rely on.
Partnership
After launch, we can continue to maintain, improve, and extend the product as your organisation, users, and priorities evolve.
Your questions,
answered.
What clients usually want to know before starting a ESP Migration project.
Still have a question? Ask usMove your email program with the details accounted for.
Tell us which platforms are involved and what your subscribers, automations, and team need to carry forward.