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5 Essential Steps for Migrating Email Marketing Platforms Without Losing Deliverability

By Duncan Whitmore

Switching email marketing platforms (also known as autoresponders) can be a daunting task - especially when it comes to ensuring that your deliverability rates remain high throughout the migration process. Indeed, deliverability is crucial for reaching your intended audience and maximizing the success of your email marketing campaigns. 

So to help you navigate this process seamlessly, here are five essential steps for you to follow when migrating email marketing platforms without losing deliverability.

1. Evaluate Your Current Email Marketing Platform

Before making the switch to a new email marketing platform, take the time to assess your current platform. Identify any issues or challenges that you have encountered with deliverability, sender reputation, list hygiene, or engagement metrics.

Understanding the strengths and weaknesses of your current platform will help you make informed decisions when choosing a new provider.

2. Research and Select a New Email Marketing Platform

When selecting a new email marketing platform, prioritize providers that offer robust deliverability monitoring, alerting, and optimization capabilities. Look for platforms that have a strong track record of maintaining high deliverability rates for their clients.

Consider factors such as IP warming protocols, authentication practices, and compliance with industry best practices.

3. Warm Up Your New IP Address

If you are switching to a new email marketing platform with a new IP address, it is essential to follow a gradual IP warming process. Start by sending emails to your most engaged subscribers and gradually increase the volume over time.

This will help establish a positive sender reputation with internet service providers (ISPs) and improve your deliverability rates.

4. Clean Your Email List

Before migrating to a new email marketing platform, take the opportunity to clean up your email list. Remove any inactive or disengaged subscribers, as well as any invalid or outdated email addresses.

Maintaining a clean, engaged email list is essential for maximizing deliverability and ensuring that your emails reach the inbox rather than the spam folder.

5. Monitor and Optimize Performance

Once you have migrated to your new email marketing platform, closely monitor the performance of your email campaigns. Track key metrics such as open rates, click-through rates, and bounce rates to gauge the effectiveness of your email marketing efforts.

You should then use this data to optimize your campaigns, improve engagement with your subscribers, and maintain high deliverability rates over time.


By following these five essential steps for migrating email marketing platforms without losing deliverability, you can effectively transition to a new platform while safeguarding your sender reputation, list hygiene, and engagement metrics. 

Remember to prioritize deliverability throughout the migration process, taking proactive steps to maintain high deliverability rates for your email marketing campaigns.

With careful planning and execution, you can successfully switch email marketing platforms without negatively impacting your deliverability.

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