Email List Migration Best Practices

Oct 22, 2024

Lecture Notes: Migrating Your Email List

Introduction

  • Presenter: Tammy, Newsletter Ninja
  • Topic: Migrating your email list from one service to another
  • Target Audience: Those interested in or planning to migrate their email lists

What is List Migration?

  • Definition: Transferring your subscriber list from one email service to another
  • Typical Process: Downloading a CSV of your current subscribers and importing it to a new service

Common Mistakes and Issues

  • Unsubscribes: Sudden unsubscribes due to changes in deliverability
  • Errors: Forgetting to swap forms or address dead links
  • Deliverability Shake-up: Some subscribers may not recognize emails due to a server switch

Choosing a New Email Marketing Service (EMS)

  • Considerations:
    • Cost
    • Features needed
  • Recommendations:
    • Avoid cheaping out
    • Examples include MailerLite

Preparation Steps

  1. Set Up New EMS
    • Verify email
    • Authenticate domain (e.g., domain alignment in MailerLite)
  2. Duplicate/Recreate Automations
    • Make new forms
    • Recreate tags, groups, or lists

Migrating Steps

  • Initial Setup:
    • Setup automations for existing subscribers
    • Notify them of changes in email design and service
  • Import Strategy:
    • Move from most engaged to least engaged subscribers
    • Benefits: High engagement rates improve deliverability

Batch Process

  • Test All Forms:
    • Ensure signup forms on different platforms lead to the new EMS
  • Validation:
    • Validate email list, remove invalid or spam trap emails
    • Tools: Email list validation services

Final Steps

  • Old EMS Cleanup
    • Archive subscribers in the old service
    • Consider downgrading to the free tier
  • Backup: Export entire list for records before and after migration

Technical Considerations

  • Testing: Test every part of the process
  • Email Validation: Consider using email validation services

Q&A Highlights

  • Migrating to Substack: Best for simple needs without complex automations.
  • Open Rates: Important for maintaining deliverability; ideal rates between 30-40%.
  • Dealing with Spam: Use tools to diagnose and fix issues.
  • Middle Grade Authors: Focus on engaging with parents, teachers, and librarians.
  • Alternate EMS: Recommendations include MailerLite over others like MailChimp.

Resources

Conclusion

  • Open for further questions or assistance through direct contact or the Facebook group.
  • Reminder: Validate open rates and consider deliverability impacts when migrating lists.