16-STEP MIGRATION CHECKLIST
Move your newsletter without leaving essential data behind.
Inventory the old account, rebuild safely, test with a small segment, and keep a rollback path through the first sends.
Your progress stays in this browser / 16 complete
Before rebuilding
Save exports, screenshots of settings, billing dates, DNS records, and counts for every audience state.
Before full import
Prove a small consented segment, including personalization, replies, unsubscribe handling, and one high-risk automation.
Before cancellation
Complete at least one production send, reconcile counts, and retain a tested rollback path plus the original exports.
STOP THE MIGRATION IF
Do not cut over without these safeguards.
- Suppression records cannot be mapped reliably.
- Domain authentication is incomplete.
- Paid status or entitlement data cannot be preserved.
- Test sends show unexplained delivery or rendering failures.
INCLUDE THESE COSTS
Count the work that never appears on an invoice.
- Your hours and any outside help.
- Archive, form, automation, and template rebuilding.
- Overlapping subscriptions during testing.
- Expected disruption and rollback time.
PRICE THE SWITCH
Turn the checklist into a payback period.
Add your hours, outside help, subscription overlap, and disruption allowance, then compare that one-time total with the monthly saving.