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Email Platform Migration
Your contacts, lists and templates moved to a new email platform, with consent kept and sending set up properly.
Moving to a new email platform sounds simple until contacts, consent records and custom fields start going missing. Email Platform Migration handles the move for you. It adds to Email Flows Build, Email Campaigns or the Email Program Audit. We move up to 25,000 contacts with consent kept, rebuild up to 10 templates and set up your sending domain properly.
- Up to 25,000 contacts moved with consent status kept
- Lists, segments, custom fields and up to 10 templates carried across
- Sending domain authenticated and tested on the new platform
$1,625
10–20 working days
What it is
Email Platform Migration is a one-time add-on for Email Flows Build, Email Campaigns or the Email Program Audit. It moves up to 25,000 contacts to a new email platform with their consent status kept, maps lists, segments and custom fields, rebuilds up to 10 templates, authenticates your sending domain and reconnects your website sign-up form.
Why businesses buy it
A platform move is one of the riskiest moments for an email list. Exports drop fields, imports mislabel consent, and a new sending domain without the right records can send emails to spam. Most teams only do it once, so they learn the pitfalls the hard way. Email Platform Migration follows a written plan and field map, checks the counts afterwards and proves it with test sends. You agree the switch-over date. It does not improve results by itself, but it means you start on the new platform with nothing lost.
Problems this solves
Switching platforms risks losing contacts or their consent records
We import up to 25,000 contacts with their consent status kept. Contact counts and consent are checked after import, and the migration check report records what was moved.
Lists, segments and custom fields do not line up between platforms
A migration plan and field map come first. Lists and segments are then recreated in the new platform, so the way you target subscribers carries across intact.
Emails from the new platform land in spam folders
We authenticate your sending domain with SPF, DKIM and DMARC records in your DNS. Test sends confirm emails go out properly before you start sending campaigns from the new platform.
Website sign-ups keep flowing to the old platform
We reconnect your website sign-up form to the new platform and rebuild up to 10 email templates. New subscribers land in the right place, and your familiar designs are ready to use.
A good fit if
You are moving to a new email platform, such as from Mailchimp to Klaviyo, and have up to 25,000 contacts.
You are buying Email Flows Build, Email Campaigns or the Email Program Audit and want the move done first.
You are worried about losing contacts, consent records or custom fields along the way.
You want your sending domain set up properly on the new platform from the start.
Not the right fit if
You are not buying Email Flows Build, Email Campaigns or the Email Program Audit. This add-on is offered only with them.
Your automated flows need rebuilding on the new platform. Email Flows Build sets up the core flows there.
You have more than 25,000 contacts. Note it at checkout for a written Change Quote.
You are not sure whether to move at all. See Email Program Audit first.
How it works
- You invite us to the old and new platforms and to your DNS, and list the templates you want moved.
- We write a migration plan and a field map, so every list, segment and custom field has a home in the new platform.
- We export and import up to 25,000 contacts, keeping each contact's consent status, then recreate lists and segments.
- We rebuild up to 10 templates, authenticate your sending domain with SPF, DKIM and DMARC, and reconnect your website sign-up form.
- We check contact counts and consent status after import, make test sends, and agree the switch-over date with you.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Access to the old and new email platforms by invite or through a key you control.
- DNS access by invite or through a key you control, so we can authenticate the sending domain.
- The list of templates you want moved, up to 10.
- One person who approves the switch-over date.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Add-on ordered. Platform and DNS access and the template list are due within 72 hours.
Week 1
Migration plan and field map agreed.
Week 1
Contacts imported with consent status, lists and segments recreated.
Week 2
Templates rebuilt, sending domain authenticated and sign-up form reconnected.
Week 2
Counts and consent checked, test sends made and switch-over on the agreed date.
Handoff
Migration check report and a written handover report of the new setup.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 10–20 working days | $1,625 |
What you receive at handover
- A migration plan and field map
- Up to 25,000 contacts imported with consent status kept
- Lists and segments recreated in the new platform
- Up to 10 email templates rebuilt
- Sending domain authenticated (SPF, DKIM and DMARC) and website sign-up form reconnected
- A migration check report and written handover report
Expected benefits and how to measure them
- You can change platforms without starting your list again.
- Proper domain setup helps emails from the new platform reach inboxes.
- Contact count match
- Compare the old platform's export totals with the new platform's counts in the migration check report.
- Bounce and open rates
- Compare the first campaigns on the new platform with recent campaigns on the old one.
- Sign-ups after the switch
- Check weekly that new website subscribers appear in the new platform and none arrive in the old one.
Before you start: Before migration, record contact counts by list and by consent status. Note recent open and bounce rates on the old platform.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
Your new email platform plan is the running cost, billed to you by the platform. Most platforms charge by the number of contacts, so check the price for your list size before you move. Keep the old platform until the switch-over is checked, then cancel it yourself.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
Once the move is complete, the new platform is yours and runs like any other account. The migration check report records what moved and the counts we checked. If you bought it with Email Flows Build, your flows are then built on the new platform, and that package's support and optional Upmark maintenance apply from there. Otherwise, later changes are quoted through a Change Quote.
How this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Cost | Your own time exporting, mapping and fixing imports | A migration project quoted after an audit | One fixed price shown before you buy |
| Consent | Easy to lose in a spreadsheet | Usually handled | Consent status kept and checked after import |
| Data | Custom fields often dropped | Mapped during the project | Lists, segments and custom fields mapped before anything moves |
| Sending | Domain setup left for later | Sometimes a separate task | SPF, DKIM and DMARC set up and tested |
| Proof | A rough count | Varies | A migration check report with counts and test sends |
Questions about this product
Which packages can Email Platform Migration be added to?
Email Flows Build, Email Campaigns and the Email Program Audit. With Email Flows Build or Email Campaigns, the move happens first, so the new work is built on the new platform. With the audit, it makes sense when the findings point to a platform change. It cannot be bought on its own.
Which email platforms can you migrate between?
Most common platforms, including Klaviyo, Mailchimp, Omnisend and HubSpot, and stores on Shopify or WooCommerce. Moves between any two platforms that support contact export and import are usually possible. If either platform is unusual, add a note at checkout and we will confirm before starting.
Will we lose subscribers or consent records in the move?
No, keeping them is the point of the migration. Each contact's consent status is carried across, and after import we check contact counts and consent against the old platform. Anything that does not match is fixed before switch-over. The migration check report shows the counts, so you can see for yourself.
Do you move our automated email flows too?
No, automated flows are not moved, because they usually need rebuilding to work properly on a new platform. If you buy this with Email Flows Build, the core flows are built fresh on the new platform as part of that package. Other flows can be rebuilt through a Change Quote.
What if we have more than 25,000 contacts?
Then the extra contacts are outside this add-on. Add a note at checkout with your total, and we will send a written Change Quote. Many businesses also find this a good moment to remove long-inactive contacts before moving, though list cleaning itself is not included and stays your decision.
Why does an email migration need DNS access?
To authenticate your sending domain on the new platform with SPF, DKIM and DMARC records. These records live in your DNS and tell mailbox providers your emails are genuine. Without them, emails from the new platform are more likely to land in spam. You can remove our DNS access after the move.
What happens after the switch-over to the new platform?
You run your email from the new platform, and you keep the migration check report and written handover report. Keep the old account open until you are happy with the checks, then cancel it yourself. Past campaign reports stay in the old platform, so export anything you want to keep first.
Switch platforms without losing your list
Add Email Platform Migration to move contacts, consent, segments and templates to your new platform, checked and ready to send from.
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