How to successfully migrate to Elastic Email

If you are thinking about migrating to Elastic Email from SendGrid, MailChimp or any other provider, take a look at the 6 simple steps below. It will make the task much easier.

Table of Contents

• 1. Ask lots of questions
• 2. Get familiar with our help center
• 3. Backup, validate and update email contact lists
• 4. Complete the domain validation process
• 5. Set up an unsubscribe mechanism
• 6. Warm-up before sending to a larger audience

1. Ask lots of questions

We understand you are getting to know us and you might have lots of questions about our platform. We also want to help you get started, and as a part of the process is helping you pick just the perfect plan for your sending needs. Have you checked our pricing page? Did you know we have a plan comparison page?

2. Get familiar with our help center

We offer a complete Help Center filled with tutorials, videos, guides and incredible advice to help you set up your Elastic Email account. Got some additional questions? Feel free to contact us. We are available 24/7.

3. Backup, validate and update email contact lists

Your contacts are arguably the most important part of your email marketing strategy, that's why it is equally important to keep them up to date before you add them to a new platform. Adding old addresses causes trouble and impacts your reputation as a sender, but you can avoid future headaches by using a list cleaning service and confirmation campaigns to make sure your list is ready to use. All of this can be done while you migrate to Elastic Email, or a bit later, before you decide to send your first campaign.

4. Complete the domain validation process

Validating a domain helps you with your overall delivery. It also can make your recipients feel confident the mail is from you. Look for our "How to verify your domain" article in our Help Center. There, we offer a step by step guide (with a video included!).

5. Set up an unsubscribe mechanism

Setting up a good Unsubscribe mechanism, one where recipients can easily opt-out, saves you tons of time, money and angry users. You can customize this link to show text that you prefer. You can even design a colorful unsubscribe page to convert opt-outs into opt-ins.

6. Warm-up before sending to a larger audience

Warming up your domain(s) makes it easier to build a good sending reputation. It can improve your chances of getting your emails into your subscriber’s inboxes. This needs to be done not only when you migrate to Elastic Email but also when moving to any ESP in general.

Anna Wybieralska