In this episode, we're diving into the three must-do’s before you move your email marketing platform. I've been on just about every platform out there, and I’m sharing what you need to know to make a smooth transition without losing your valuable data.

What we cover:

• Ask yourself why you’re moving platforms. Make sure it's for the right reasons!
• Avoid shiny software syndrome and stick with what works for you.
• Set up an Airtable content hub to keep all your email content and metrics safe.
• Import your email copy and metrics into Airtable before making the switch.

Tune in for some real talk on email marketing transitions and keep your biz running smoothly!

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Speaker: 00:00:00

iPhone Microphone-3: Hello there.

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And welcome back to the pod.

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And this episode, we were talking

about the three things that you

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should consider before moving

your email marketing platform.

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So I have been on almost every email

marketing platform you can think of.

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I love to softwares, which I

used to love to software switch.

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I do not anymore.

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And it will tell you in this episode,

what I use, because I know everybody wants

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to know what everybody else is using.

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But it doesn't really matter,

but anyways, we'll get into that.

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So, like I said, I've been on almost every

email marketing platform you can think of.

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I started on MailChimp don't at me.

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Okay.

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Do not judge me.

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I was a young business owner.

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That's all.

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I knew MailChimp.

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Is not great for a coaching business for

many reasons, but I think a lot of us

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know this by now, or I've moved past that.

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I've been a MailChimp.

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I've been on MailerLite.

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I was on Kajabi as email.

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I was on Kartra when I was on

Kartra I was on convert kit.

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I was on drip.

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I was on active campaign.

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Every business owner I know

has switched platforms.

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At least once it is normal.

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So I wanted to share three things

to do before moving or considering

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moving email marketing platforms.

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The first thing is to ask

yourself, why, why are you moving?

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I have moved because other business

owners were saying that they really

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liked active campaign over drip or drip

over active campaign or convert kit.

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Like.

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I have moved my email list

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because of what platform is trending.

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That's never really a great reason to do

anything in business, but especially with

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something as important as your email list.

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You really want to switch

as little as possible?

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And you really wanna make sure

you're grounded in the reason why.

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And there are a couple of reasons.

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So I will tell you, I am

right now on active campaign.

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I have actively LOL.

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I have actively thought about moving

from active campaign back to convert

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kit convert, get an active campaign

are the two that I've used the most.

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The reason I left ConvertKit was because

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iPhone Microphone-4: active campaign has

this feature called conditional content.

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And it was something that felt so cool.

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And I was like, I'm going

to use this all the time.

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Spoiler.

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I have never used it, but

I might use it eventually.

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It's the option to send one email.

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But people get different parts

of the email depending on what

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their tags are, for example.

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So I thought I would use this

a lot in my group program.

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So I could have a banner that says,

Hey, it looks like you haven't

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completed the program promise.

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Please be sure to keep working towards

that and you know, whatever, whatever

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inside of our weekly Roundup email.

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So it gets an one weekly Roundup email

to all of our active students, but they

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would get different reminders, different

prompts, different content, depending

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on where they were at in the program.

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That is still a cool feature to me.

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But that was something I definitely,

that was one of the reasons I moved

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over to active campaign from ConvertKit.

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Now ConvertKit is doing a lot of

cool things with like the creators

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network and all of those things.

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And.

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I really do not think that

one is better than the other.

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It just depends on like, what are

the features that you want to use

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and is it worth the effort to move?

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iPhone Microphone-5: I will be honest.

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And if I could tell past Ashley who

is moving to active campaign for a

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shiny reason, I would tell her to pump

the brakes and just stay with convert

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kit, stay with what you're using.

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. So all this to say is like the

shiny software syndrome is real.

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iPhone Microphone-4: So make this choice

wisely and make it from a grounded place.

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Don't just move because

of some willingly reason.

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So that's the first thing is make

sure you are switching to the

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right platform for you and your

business for the right reasons.

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The second thing to consider

before switching is for the

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love of your historical data.

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Have an air table content hub, because

what is going to happen when you move?

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Email marketing platforms is you

lose out on so much incredible,

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valuable historical data.

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So all of your old content, your

open rates, you're click rates.

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Just the chronological list of all

the emails you've ever sent to your

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audience, the actual email content itself.

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You, if you don't have

an air table content hub.

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Your content database is your

email marketing platform.

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And if you move your email

marketing platform, you are

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going to lose all of that.

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There have been times where I'm like,

oh, I want to repurpose that email

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from my launch from two years ago, but

I wasn't ConvertKit during that time.

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And I'm an active campaign and I

can't access it because I didn't

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have my content hub at the time.

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If you are going to move email marketing

platforms, you have to set up an air table

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content hub database that has a list.

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Of all of the emails

that you've ever sent.

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All of the metrics.

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So you have a really, really

robust searchable database.

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That you can group by launch.

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You can sort by here, you can

really see everything, but you

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absolutely have to do that.

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Before you switched email

marketing platforms.

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iPhone Microphone-6: So that is the

thing to consider kind of steps two

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and three, which is create your content

marketing hub and air table and bring in

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your content, the actual copy and paste.

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Content.

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And then also bring in the metrics.

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So it's kind of like a two-prong.

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Data import.

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It will save you so much

headache down the line.

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I wouldn't let any of my clients

move email marketing platforms before

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they have their content hubs set up.

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And have confirmed that they're

not going to lose out on that

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really valuable historical data.

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And if you are not switching email

platforms, you still absolutely

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should have your content hub anyways,

because something could happen.

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I have unfortunately heard

the horror stories of.

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Uh, VA accidentally deleting

like, oh, deleting all the

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content or deleting the account.

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I'm not saying that those things

happen, but even if you're not moving

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and if you're not like doomsday worried

about all of the data disappearing.

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It really helps you to have one central

place where all of your marketing

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metrics and your content live, because

you it's just easier to filter and

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group and sort by what you need to see

some email marketing platforms have it.

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So you can tag things and you can sort

by launch if you wanted to, but not

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in the robust way that air table can

inside of air table, you can filter

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just to show you a group program on

emails or filtered, just to show emails.

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That are about your content hub or that

are about interfaces or automations.

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I'm using specific examples to

me, but like, what are, you can

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add so many different tags that

can really keep you organized.

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And what's beautiful about air table,

which you can't do in your email

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marketing platform is really handled

the scheduling and the delegation.

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We enter that into another

episode, but having your

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content start out in air table.

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Helps it, so you can really easily

write the content in there and you can

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move the status to ready to schedule.

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Your VA can schedule it once

it's scheduled and it's bad for

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a couple of days, they can go

back in and collect the metrics.

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So it's super, super

holistic and easy to manage.

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It's not as possible, just

like , easily high level.

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See the status of all of your content.

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, if you aren't using something

like you're a table content hub.

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So I hope this was helpful.

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Hold this plant some seeds again.

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If you are moving email marketing

platforms, you absolutely must

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have a content, have an air table.

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We teach you how to set this up.

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A link in the show notes here that you

can either catch us on the live workshop

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on July 31st, 2024, or we'll have the

replay available for purchase as well.

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And we'll see you in the next episode.