Many people stay with an email platform they've outgrown because switching feels risky. It doesn't have to be. With a plan, you can switch email marketing platforms in a single afternoon without losing your list or your automations.

Your email platform migration checklist

  1. Export everything you can. Subscribers, tags, segments, and unsubscribes. Keep the unsubscribe list safe, since you must keep honoring it.
  2. Clean the list first. Remove bounces and long-inactive contacts so you start fresh.
  3. Import into the new platform. Check that the fields mapped correctly.
  4. Rebuild your key automations. Start with the welcome email and your most important follow-up.
  5. Set up your sending domain. Add the SPF and DKIM records for your new setup.
  6. Send a friendly re-introduction. Tell people what to expect and that nothing has changed on your end.
  7. Monitor for 30 days. Watch bounces, opens, and complaints, and grow volume gradually.

Don't forget the small things

Copy your email templates and signup forms, and update the forms on your website so new signups go to the right place.

Next steps

Zaap Mail lets you import lists from CSV or Excel with no restrictions, export them any time, and start from pre-built templates so you can launch faster.