How To Transition to a New Email Marketing Platform Stress Free

Recently my most popular service has been helping solopreneurs transition and set up new email marketing platforms.

It’s something I enjoy doing, and it seems to come naturally to me. I know this isn’t the case across the board.

Transitioning to a new email marketing platform can be scary and stressful. I find the bigger your list, the more stressful and scary transitioning can be. You’re dealing with an intangible business asset after all. Losing could mean disaster.

Where To Start

Start by prepping to leave you old email marketing system. In this step, I spend some time copying sequences, automations, tags, segments, list names and form titles to Google Drive or Dropbox. This creates a backup storage system for all the information you want to transition. If you run into errors while trying to transfer the information, it will still be safely stored someplace off your email marketing platforms.

Setup The New Systems Backend

At this point, we have no exported or moved any subscribers. They are still happily and unknowingly receiving emails from your soon to be ex-email marketing platform.

Start setting up all the information you backed up earlier in your new email marketing program. Your new email marketing program may look and work slightly different, but the end goal is still the same. Start with your lists and forms since that’s how your subscribers flow into your site. You will need these items to build out your sequences and automations.

New Subscribers First

Now that you have all your back-end information set up point your new subscribers to your new email marketing platform. You can do this by replacing soon to be ex-email marketing platforms forms with your new email marketing platforms forms. (That’s a mouthful!)

If you’re using LeadPages go into the integrations section of your LeadPage or LeadBox and change the form there to point at the corresponding form in your new email marketing platform.


Using your email address or a test email address make sure each of your new sequences is working when a form is submitted from your website.

Exporting Existing Subscribers

Now comes the scary part. Moving your existing subscribers from your old system to your new system. The first think you want to do is export your current subscriber list from your soon to be ex-email marketing platform. You now have a CVS copy of your existing subscribers.


Add your list to the other information you copied from your soon to be ex and saved to Google Drive or Dropbox. If you have tagged and segmented your subscribers, you may also need to export each list by tag and segment so you can re-add the proper tags and segments in your new system.

Get Them Back In The System

The first step to getting your subscribers to your new email marketing platform is uploading the master list you downloaded in the last step. You can either create a new list for these subscribers or add them to one of the lists you created during setup.

Once you have the big list imported you will need to manually add any tags or segments that existed in the old system. The bigger the list, the more time consuming this process is. It might feel overwhelming but keep your eye on the end goal of sending exactly what you want to who you want in your new email marketing platform.

Kicking Your Ex To The Curb

The final step in this process is canceling your service with your soon to be ex-email marketing platform provider.


Before you cancel, make sure any existing subscriber in the middle of a sequence finishes that sequence. Take a spin through the soon to be ex to make sure you’ve copies all the information you could possibly want to reference later on.

Okay, NOW you can cancel.

Need A Checklist?

I walked you through a lot of steps in a short period. Need a checklist to take with you so you, don’t miss one of those steps? I’ve got the hook up below!

Email Marketing Transition Checklist


Kelli is the COO or Captain of Operations at Even Keel Ops. Her passion is helping overwhelmed entrepreneurs get their operations organized. When she’s not busy helping others unload their overwhelm you can find her on the beach with a book.
  • Pinterest
  • Facebook
  • Twitter
  • LinkedIn
  • Gmail
  • Print Friendly

Pin It on Pinterest

Share This