ESP migration checklist

Before you agree to a cutover date.

The question

“How do you move 9 million profiles without losing a day of revenue?”

The assignment

Before you agree to a cutover date, work through the pre-migration checklist and put the warmup on the calendar.

Seven things to have in hand before a cutover date goes on the calendar. The warmup takes its own weeks, so it goes on the calendar next to your contract end and your peak season.

01Every system that sends data to the platform, with an owner each
02Every flow trigger, the event behind it and the fields it reads
03Does your transaction export carry order count and lifetime value per customer?
04Account structure if you sell to more than one type of customer
05Warmup start date
06Current contract ends
07Peak season starts
08Weekly meeting booked with data, dev and marketing owners?
09Baseline attributed revenue pulled for welcome, browse, cart, post-purchase, winback and loyalty?
10Unsubscribes, suppressions and SMS consent confirmed to come across?

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