If you are reading this article, you've either decided to migrate to Omnisend, either consider this possibility. Anyway, if you landed here, you are moving in the right direction. We completely understand how daunting this process might be for you, and for that reason, we've prepared a migration guide to help you with the main aspects and share some insights on the best practices.
If you are migrating from one of these services, you can follow the instruction provided in the dedicated article:
Main Aspects of the Migration
Keep your old account until your Omnisend account is completely ready
We do not recommend closing your old account before you transfer all of the data, re-create your automation workflows, and make sure everything works as intended.
Set-up your account in Omnisend
To start using the platform, you need to connect your store to Omnisend. Once it is done, we will begin syncing the information from your store, including your customers' profile data, orders, abandoned carts, products and more. The initial sync may take from 1 to 24 hours, depending on your store platform.
Integrate your sign-up forms with Omnisend
If you have embedded form on your store template, we suggest integrating it with Omnisend. We would also encourage you to check the Sign-up forms we are offering to see if any of the existing ones could be replaced.
Import the contacts from your previous ESP
If you can't find the dedicated instruction for your old ESP, you may refer to the general guidelines for the contacts import from the file. Make sure you transfer the information collected with your old ESP, especially your suppression lists, and the information about your customers' emailing activity so that you could use this data for the warm-up plan.
Transfer your templates
Before you start transferring your HTML templates, we would encourage you to look through the options available in Omnisend editor. Re-creating your templates will ensure smooth, flawless performance and will help you learn the platform.
Migrate your automation workflows.
Even though you can transfer the HTML templates with your Emails design, you still need to re-create your automation workflows logic. Check this article to find more information on the automation workflows that can be created in Omnisend.
Manage your Segments
Once you migrate your customers and the data you have collected, you need to learn how this information can be used and managed in Omnisend. Here is the list of the Segments we would recommend to create in your Omnisend account:
- Unsubscribed contacts
- Engaged contacts & VIP customers & Loyal customers
- SMS subscribers
- Inactive contacts
- Custom Lists & Segments
Even though you may use the information, we have synced from the store or the one you've uploaded with your contacts, some of the details cannot be transferred. Thus, we recommend to export some of the lists and Segments and upload them to separate Segments in Omnisend.
Learn how to import contacts to the Segment.
If your former ESP adds the opt-out date to the Export, you may simply map it with an Email opt-out date. The customers having opt-out date are added to the system with unsubscribed status.
Otherwise, you may simply upload them to a different Segment and unsubscribe in Omnisend.
Keep in mind, Omnisend unsubscribes all of the contacts that unsubscribe by themselves, those that bounce, or report your emails as spam. In other words, we do not differentiate bounced and unsubscribed contacts. Instead, we specify the bounce as one of the reasons for the customer unsubscription.
Therefore, we recommend to upload the list of Bounced and Unsubscribed contacts with subscribed status but to a different Segment. Then to unsubscribe them in Omnisend, you should open the Segment -> select all contacts -> click on the Actions -> Unsubscribe.
In Omnisend, you can send SMS messages to the contacts both inside and outside of the US. While there are no specific regulations for the rest of the world (apart from the GDPR in EU), to send your texts to the US customers you need to be TCPA compliant. Although Omnisend cannot take any responsibility for the consents collected with your former ESP, still, we may recommend adding this consent as a custom property in Omnisend. In that case, you will be able to create a Segment of the customers that provided consent in Omnisend or in the system you were using previously.
We already mentioned the importance of the warm-up plan, as it is indeed one of the most critical aspects of successful migration. All of the email providers built your brand sender's reputation based on different aspects, including your sending infrastructures, emails design and your customers' engagement. While the high open and click rates will have a positive impact on your sender's score, high bounce, spam, or unsubscribe rate may have an adverse effect.
Therefore, it would be a good idea to check your list for bounces before uploading them to Omnisend. We would recommend using one of the following services: Mailgun, Neverbounce, myEmailVerifier, Quickemailverification but you may use any other tool, you find appropriate.
After you connect your store to Omnisend, you can start using the data about your customers' purchase behavior to judge about their engagement. However, the most relevant information for us is whether they were opening your emails or not. The marketing tool, you were using previously, should reveal this data.
With all of that said, we encourage you to split your customers based on their engagement and upload them to different Segments in Omnisend. The first few campaigns you should go out to the most active contacts and only after some other customers can be added.
If you have more questions, do not hesitate to contact our Support Team, it is available 24/7 and can be reached via In-app chat or email at firstname.lastname@example.org.