Switching from another tool

Move over in 7 steps

1. 1
   Step 1: In your old tool, export your contact lists, and the addresses that unsubscribed, bounced or asked not to be contacted. Most tools export them as CSV files.
2. 2
   Step 2: Import the opt-outs first: on Suppressions, click Import and paste the addresses (or the first column of the CSV). Nobody who opted out will be emailed again. See Suppressions.
3. 3
   Step 3: Import your lists on Contacts and give each column a type; every column you keep becomes a variable. See Import a list.
4. 4
   Step 4: Connect your mailboxes on Senders. For a mailbox that has been sending well, tick It's already warmed up so warm-up skips its slow start. See Connect a mailbox.
5. 5
   Step 5: Recreate your emails as templates, or straight in a campaign's Editor. A designed email can be pasted into the HTML code view as it is. See Write your emails.
6. 6
   Step 6: Verify your lists, even if your old tool did: SendPath only emails addresses it has checked. See Verify your lists.
7. 7
   Step 7: Launch at a low daily limit and raise it over a week or two, so mailboxes and lists settle in. See Sending rules.

Good to know

• Your DNS records stay as they are: the same mailboxes send through the same providers.
• Pause or end your campaigns in the old tool before launching here, so nobody gets the same email twice from two tools.
• Variables are written {{first_name}}. If your old tool wrote them differently, change them in the editor; the editor warns about any variable the list doesn't have.
• Turn on warm-up for every mailbox, even warm ones: it keeps watching where their mail lands, and campaigns follow it. See How placement affects your campaigns.