How do you transfer templates, automations, and preferences?

Templates, automations, and subscriber preferences require manual migration. There's no universal transfer format between ESPs.

Templates:

• Export HTML source from each template
• Rebuild in new ESP's template system
• Update tracking links, unsubscribe links, and merge tags to new ESP syntax
• Test rendering across email clients
• Save image assets and upload to new ESP

Automations:

• Document every automation: triggers, conditions, timing, content
• Recreate logic in new ESP's automation builder
• Test thoroughly with test subscribers
• Plan go-live timing to avoid duplicate sends or gaps

Some complex automations may need redesign if new ESP has different capabilities

Subscriber preferences:

• Export preference data (frequency choices, topic interests, etc.)
• Map fields to new ESP's data structure
• Import via API or bulk upload
• Verify preference centers work correctly

Segmentation:

• Document segment definitions
• Recreate using new ESP's segmentation tools
• Verify segment counts match expectations

Tips:

• Screenshot everything in old ESP for reference
• Create detailed documentation before migration
• Allow time for thorough testing
• Consider this an opportunity to clean up and improve