{"id":8565,"date":"2022-02-01T15:51:08","date_gmt":"2022-02-01T15:51:08","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/01\/5-tips-for-successfully-switching-email-service-providers\/"},"modified":"2022-02-01T15:51:08","modified_gmt":"2022-02-01T15:51:08","slug":"5-tips-for-successfully-switching-email-service-providers","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/02\/01\/5-tips-for-successfully-switching-email-service-providers\/","title":{"rendered":"5 tips for successfully switching email service providers"},"content":{"rendered":"<p> <a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<div itemprop=\"articleBody\">\n<p>Back in July, I packed up my house and moved everything to my new place. Moving is always a slog, but I\u2019ve done it so often that I can do it on autopilot: Throw this out, pack that, sell what\u2019s too good to pitch but not needed in the new place. After 17 moves, I have it down to a science.<\/p>\n<p>Fast-forward to today. I\u2019m here in my new office, and I see more moving going on out there. But this time, I\u2019m seeing companies moving to new email service providers (ESPs).\u00a0<\/p>\n<p>It\u2019s as if the marketing pressures inspired by COVID-19 exposed serious tech limitations. The same way workers discovered how rotten their jobs were, leading to the Great Resignation in 2021.\u00a0\u00a0<\/p>\n<p>Some companies will pack up all their virtual boxes and move their data and operations over to the new vendor on their own. But just as people call in a moving service to do the heavy lifting, many companies will turn to a third party to help them make the switch while maintaining their business operations.<\/p>\n<p>This move makes sense for many reasons:\u00a0<\/p>\n<ul>\n<li>Everyone involved in the technology is already working 80% to 90% of their time on what they were hired to do. They have little to no time to take on a move of such major proportions.\u00a0<\/li>\n<li>People don\u2019t know what they don\u2019t know. I learned how to move households because I\u2019ve done it 17 times before. But imagine how confusing and overwhelming it would be if it were your first time! Companies aren\u2019t trained to move the bulk of their email operations to a new provider.<\/li>\n<li>Moving to a new vendor is a complex process. Think about what you have to move over: All your subscriber data. Every open, click and unsubscribe for the last year or more. It involves all of your data integrations, every campaign report, every automation and more.<\/li>\n<li>On top of moving everything over, you must maintain documentation and redundancy to ensure you haven\u2019t left anything behind. Once the old vendor turns off the platform, whatever data is left on the old platform is gone.<\/li>\n<li>There\u2019s so much at stake. Managing the moving process can be an anxious time for the in-house team. It doesn\u2019t matter how great your new ESP will be. If it gets set up wrong in the move, you don\u2019t have time to re-architect it.<\/li>\n<\/ul>\n<h2 id=\"h-five-tactics-for-a-smoother-tech-migration\">Five tactics for a smoother tech migration<\/h2>\n<p>Right now, I\u2019m in the thick of helping a client move its complex email programs to a new vendor, and it inspired me to list the factors that can spell the difference between migration success and failure.\u00a0<\/p>\n<h3>1. Develop a custom migration plan.<\/h3>\n<p>Your customers\u2019 buying motivations, your brand equity, your email program\u2019s cadence, content, treatment, segmentation and messaging complexity \u2013 they all make your business unique. Managing that migration should also reflect your unique business needs when migrating from one platform to another.\u00a0\u00a0<\/p>\n<p>This custom migration solution will fit your company structure and business practices, such as whether you rely on list-based campaigns or pull data from CDPs or CRMs to create custom messaging.\u00a0<\/p>\n<p>There might be a common way of transferring data and operations from one platform to another, but when you have a custom plan, it will ensure that you migrate systematically, as if you were building on an assembly line.<\/p>\n<p>This plan also considers factors beyond the tech transfer itself, such as your unique company culture, corporate politics and responsibility layers and processes within the company.\u00a0<\/p>\n<h3>2. Have your C-level executives endorse your migration.<\/h3>\n<p>I can\u2019t tell you how many times I\u2019ve worked on platform migrations without official C-level support. The migrations still happened, but they took twice as long.<\/p>\n<p>That\u2019s why you need a mandate from your C-suite that says, in essence, \u201cWe\u2019re moving platforms, and you need to buckle up and get with the program.\u201d<\/p>\n<p>This is not a get-out-of-jail-free card or permission to do whatever you want in the transition. You still have to follow a plan. But it gives you an organizational structure and reporting to follow.\u00a0<\/p>\n<p>You don\u2019t have to put up with foot-dragging or justification conversations that sap your energy and drag out the migration when you have C-level support.<\/p>\n<h3>3. Establish priority for the migration work.<\/h3>\n<p>Migrations aren\u2019t easy. They take extra time, require cross-functional coordination and can\u2019t be done well by people already at 80% of utilized time.<\/p>\n<p>For the company, the priority usually comes down to business as usual \u2013 and rightly so, because that\u2019s where you make money. You\u2019ll need to figure out how your tech project fits in.\u00a0<\/p>\n<p>Distraction is the biggest liability in a migration. Companies that use outside services recognize that businesses have to operate during the migration, and these external service providers reduce the time taken away from business as usual.\u00a0<\/p>\n<p>That makes it more feasible to ask someone who has maybe 20% of the time to work on specific aspects of the migration in spurts. We learned in the Great Resignation that employees are tired of working 80 or 90 hours a week with no additional support.\u00a0<\/p>\n<p>If you expect your employees to bear the migration workload on top of their regular work, you might push them beyond their boundaries.<\/p>\n<h3>4. Establish your own migration priorities and get help.<\/h3>\n<p>Most vendor changes I\u2019ve been involved with have happened because the service or platform degraded or the company\u2019s goals didn\u2019t match the SAAS provider\u2019s technical capabilities.<\/p>\n<p>You went through an RFP, you evaluated what the ESP brings to the table and you selected a winner. Now your priority has to be moving to this new platform because time is of the essence.\u00a0<\/p>\n<p>You don\u2019t have years to move your data and operations to the new platform. If your company has complex data, integrations, messaging programs and the like, the migration could take a year or more, especially at enterprise-level companies. If you take too long, you\u2019ll lose your technological advantage.<\/p>\n<p>Besides having C-level support for your migration, you also need to say at your divisional or local level, \u201cI\u2019m holding back time from other work and giving it to this project. And I\u2019m going to think about my marketing innovation in terms of what that platform can enable.\u201d\u00a0<\/p>\n<p>So, have an external partner to lean on during your migration and help you understand what\u2019s possible with the new platform. And that means doing an audit.<\/p>\n<h3>5. Audit your existing programs.<\/h3>\n<p>A platform migration is the perfect opportunity to look under the hood of your email programs and look for ways to improve them. When you move your operations over, you have to physically set up your program again, whether it\u2019s a welcome or promotional email, automation, a segmentation plan or data integration.\u00a0<\/p>\n<p>You\u2019re replicating your operations, but you also can improve them. In many migrations, that\u2019s when audits happen. It\u2019s the perfect opportunity to look for ways to do things differently, update your emails to meet brand standards, look for efficiencies or update static templates to make them modular.<\/p>\n<p>Migration is more than just moving your program from one platform to another. It\u2019s a systematic approach to improving your program. You might as well fix things while the hood is open through program audits, CRM audits and anything else that can help you improve.\u00a0<\/p>\n<p>You don\u2019t buy a new car because it has all the same features as your old car. You buy it because it\u2019s better than the car you have now and you intend to take advantage of those new features. In the same way, you don\u2019t move your email program to a new vendor platform and then do email the same old way. Your audit will help you understand where you are now and how you can use your new capabilities to do email better.\u00a0<\/p>\n<p>From my days with ESPs over the last 20 years, I\u2019ve seen firsthand that clients use only about 20% to 30% of their ESPs\u2019 functionality.\u00a0 A migration is all about maximizing the technology that mesmerized you during your demos and ensuring you update your programs!<\/p>\n<h2>Wrapping up<\/h2>\n<p>Migrations are a pain whether you run a basic <a href=\"https:\/\/martech.org\/email-deserves-your-respect\/\" target=\"_blank\" rel=\"noreferrer noopener\">email program<\/a> or a complex one. I\u2019ve been through the same pain many times. But I was smart enough to recognize I needed help each time because they were just too much to handle on my own.\u00a0<\/p>\n<p>That\u2019s why I wrote this piece: for companies to understand a tech migration just does not need to be that hard. Working with an experienced tech partner can help you get the greatest gain from the immediate pain.<\/p>\n<p>The longer you\u2019re in the transition period from one platform to another, the longer you have to wait to use the important features you were looking for in a new platform. You\u2019ll wait longer to reap the financial benefits, too.<\/p>\n<hr\/>\n<p><em>Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed <a href=\"https:\/\/martech.org\/staff\">here<\/a>.<\/em><\/p>\n<hr\/>\n<div class=\"about-author\">\n<h3>About The Author<\/h3>\n<div class=\"information\">\n<div class=\"author-module\">\n<div class=\"row\">\n<div class=\"col-12 col-lg-3\">\n<div class=\"avatar\"> <noscript><img decoding=\"async\" class=\"img-fluid\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/sp-ao.shortpixel.ai\/client\/to_auto,q_glossy,ret_img\/https:\/\/martech.org\/images\/authors\/RyanPhelan-lg.jpg\"\/><\/noscript><img decoding=\"async\" class=\"lazyload img-fluid\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/sp-ao.shortpixel.ai\/client\/to_auto,q_glossy,ret_img\/https:\/\/martech.org\/images\/authors\/RyanPhelan-lg.jpg\"\/><\/div>\n<\/div>\n<div class=\"col-12 col-lg-9\">\n<div class=\"about\">\n<p> <iframe loading=\"lazy\" id=\"twitter-widget-0\" data-lazy=\"true\" data-src=\"https:\/\/martech.org\/5-tips-for-successfully-switching-email-service-providers\/about:blank\" class=\"twitter-follow-button twitter-follow-button\" title=\"Twitter Follow Button\" data-twttr-rendered=\"true\" style=\"width: 251px; height: 25px;\" data-rocket-lazyload=\"fitvidscompatible\" data-lazy-data-lazy=\"true\" data-src=\"https:\/\/platform.twitter.com\/widgets\/follow_button.1392079123.html#_=1392650032615&amp;id=twitter-widget-0&amp;lang=en&amp;screen_name=RyanPPhelan&amp;show_count=true&amp;show_screen_name=true&amp;size=m\"><\/iframe><noscript><iframe id=\"twitter-widget-0\" data-lazy=\"true\" data-src=\"https:\/\/platform.twitter.com\/widgets\/follow_button.1392079123.html#_=1392650032615&amp;id=twitter-widget-0&amp;lang=en&amp;screen_name=RyanPPhelan&amp;show_count=true&amp;show_screen_name=true&amp;size=m\" class=\"twitter-follow-button twitter-follow-button\" title=\"Twitter Follow Button\" data-twttr-rendered=\"true\" style=\"width: 251px; height: 25px;\"><\/iframe><\/noscript><\/p>\n<p> As the co-founder of RPEOrigin.com, Ryan Phelan&#8217;s two decades of global marketing leadership has resulted in innovative strategies for high-growth SaaS and Fortune 250 companies. His experience and history in digital marketing have shaped his perspective on creating innovative orchestrations of data, technology and customer activation for Adestra, Acxiom, Responsys, Sears &amp; Kmart, BlueHornet and infoUSA. Working with peers to advance digital marketing and mentoring young marketers and entrepreneurs are two of Ryan&#8217;s passions. Ryan is the Chairman Emeritus of the Email Experience Council Advisory Board and a member of numerous business community groups. He is also an in-demand keynote speaker and thought leader on digital marketing.<\/p><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><\/div>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/><a href=\"https:\/\/martech.org\/5-tips-for-successfully-switching-email-service-providers\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Back in July, I packed up my house and moved everything to my new place. Moving is always a slog, but I\u2019ve done it so&#8230;<\/p>\n","protected":false},"author":1,"featured_media":8566,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-8565","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-universe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>5 tips for successfully switching email service providers - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. Tons of people enjoy reading tech blogs on a daily basis.mailinvest.blog tracks all the latest consumer technology breakthroughs and shows you what&#039;s new, what matters and how technology can enrich your life. mailinvest.blog also provides the information, tools, and advice that helps when deciding what to buy.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/mailinvest.blog\/index.php\/2022\/02\/01\/5-tips-for-successfully-switching-email-service-providers\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 tips for successfully switching email service providers - mailinvest.blog\" \/>\n<meta property=\"og:description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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