How to switch to EmailOctopus

If you're thinking of switching to EmailOctopus, here's the information you need on how to import your lists, recreate your automation sequences and integrate forms.

Welcome to EmailOctopus! We're happy you've decided to switch over and we're here to help you through the whole process. Depending on the platform you're moving from and your previous setup, the process will slightly vary, but here are some general steps we'd recommend:

Import your lists to EmailOctopus

First, you'll need to export your lists from the platform you're currently using. Make sure to include all custom fields and tags you might need in the future. Then, when you import the lists into your EmailOctopus account, make sure to include the fields you'd like to see on your lists.

If you haven't sent to your list in a while, you may want to clean it before sending your first campaign.

Recreate your automated sequences

You can recreate your automation messages by setting up an automated workflow and adding automated campaigns to it. If you'd like to keep your campaign design, you can copy its HTML code and paste it into our Classic editor. Alternatively, you can design it from scratch with our Drag and drop editor. If you're using your own code, we'd recommend testing it to make sure all the images work and the campaign appears correctly on web and mobile.

When setting up an automated campaign you can choose whether it should be sent to the imported contacts – you might want to keep it off if you're adding contacts who have already received it (you can switch it on later).

Integrate or recreate your sign-up forms

You can integrate your forms using our API, or set up new ones. If you're using WordPress you can check our official plugin, otherwise, we'd recommend setting up an embedded form or a landing page which you can create within your Dashboard.

If you'd like to enable double opt-in for your list, you can switch it on within your list.

Verify your domain

If you're using a private domain, to ensure better deliverability, we recommend verifying your domain before sending your first campaign. It will enable you to build your sender's reputation and get a better inbox placement in a long term.

Suppress undesired contacts

If you'd like to blacklist some contacts, you need to import them as "Unsubscribed" to all your lists. Unsubscribed contacts don't count towards the subscriber limit of your plan and you can't send to them, but they prevent you from inadvertently adding them as "Subscribed".

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