How do when it’s time emigrate to a distinct e mail service supplier (ESP) or advertising and marketing automation platform (MAP)? For simplicity, I’ll use ESP to seek advice from each of most of these instruments.
A couple of weeks in the past, we talked about migrating to an ESP when your marketing leader decides it’s time to maneuver on over. (We’ve all been there.) However there are a few different occasions this query may enter your thoughts:
- It’s renewal time!
- Your present platform not meets your wants.
So in case you’re in both of those conditions, ask your self the next questions on your present ESP first earlier than deciding to make the transfer to a different. You may discover the grass is greener the place you already are. Or not.
Is my present ESP dependable?
Delays in e mail supply. Notifications that some half—or all—of the service is down. Options not working the way in which you count on. We all know issues occur, but when it’s impacting what you are promoting objectives, stopping your group from engaging in the duties they should, or turning into a daily a part of your day-to-day, it is perhaps time to make a change.
In our current State of E-mail report, entrepreneurs shared that they’re relying extra on ESP instruments like code editors. As in 50% more than the year before. That’s fairly a soar. So in case your ESP isn’t up-and-running each time you might be, that would have a detrimental impact in your productiveness.
My real-life situation: Right here’s an instance from my very own expertise as an E-mail Advertising Specialist when a function didn’t work the way in which I anticipated and the ESP supplied no answer for me. We used a reasonably well-known ESP on the time. To do segmentation, you’d choose your parameters after which “run” the viewers on the click on of a button. Nicely, that “click on of a button” took hours to run a quite simple geographic question. And, I had about 12 of them. So, it generally took all night time to run solely to error out. That means—I by no means felt assured that the function would work.
My answer? I manually cut up all my audiences utilizing CSV information. This carried on into our extra strong segmentation after we would goal geo, trade, firm dimension, and extra. I discovered my manner across the VLOOKUP operate, however boy, that was each painful and gave room for error. And it went on for too lengthy. This was an enormous driver for us shifting from that ESP.
Can I collaborate simply with my group?
The key phrase right here is: simply. Not everyone seems to be on a full e mail group (I see you and have been there, e mail group of 1!), however at virtually each place I’ve labored, there was one factor in frequent: Everybody has an opinion or needs to have enter on the subject of e mail advertising and marketing.
And this previous yr, there was a spike within the variety of collaborators within the e mail course of. Right this moment, 60% of companies have 4 or extra individuals concerned in e mail opinions and approvals. That’s a rise from 52% in 2019. Do you’ve a simple solution to gather that suggestions and have all of it authorized in a single spot?
My real-life situation: I used to print out emails to get suggestions from my boss, e mail the e-mail to another person, and meet in particular person with yet one more stakeholder. Then, I’d come again to my desk and attempt to make sense of what everybody wished and make my greatest guess at producing the following proof.
Over time, I obtained fairly good at understanding what every particular person wished. However having the suggestions multi function spot for everybody to see and prioritize it will have been a dream—and given me again a great deal of time. I’d prefer to assume I’ve some Jedi thoughts methods in my arsenal now, so I’ll take ‘em.
Am I in a position to get to the information I want?
There are some commonplace ESP metrics that ought to come along with your account. However oftentimes, when you get in there and begin utilizing it, you understand you’ll be able to’t get to all the pieces you thought you possibly can or it requires you to arrange the studies your self. At this level, you’ve doubtless arrange the studies you want, so make a psychological be aware to consider these in case you determine to change ESPs.
However what about these different information factors you’ll be able to’t get however want to? Do you should see multi-channel attribution on this a part of your toolset? Or perhaps you want a sure report for your self however a distinct one for companions.
My real-life situation: I used to work on an e mail program that was half our content material and half sponsored content material. So, for any publication we’d ship, we’d have a number of sponsors, however just one exhibiting up per subscriber. As we constructed a extra strong program, internally, we wished to make use of dynamic content material for our stuff and nonetheless have the ability to report on how our sponsored content material was doing. You’ll have guessed it: We couldn’t get to each mechanically with our ESP. Just one or the opposite.
My answer? Since we needed to report efficiency to sponsors, and I couldn’t stand holding my e mail program again both, there have been occasions after I manually created and despatched 50 variations of a publication when all was stated and achieved. Not with the ability to get to this information was a deal-breaker for me and a driver to maneuver us to a brand new ESP.
How briskly can I launch an e mail marketing campaign?
60% of selling leaders informed us they plan to send more emails in the future. However with 40% of e mail entrepreneurs saying their teams are under-resourced and 52% of them additionally saying it takes more than 2 weeks to create an email, how are you going to make this occur? The simpler it’s to construct and check in a single place, the faster your group can hit the ship button.
One solution to make this occur is thru integrations, so take into consideration how your present ESP might or might not combine with different instruments you utilize.
Integration
50% of marketers say optimizing email workflow is a priority, so integration with instruments you already use may very well be a game-changer on the subject of decreasing context switching—switching between instruments or duties—and rising your effectivity. Based on one weblog I learn, each extra task or ‘context’ you switch between eats up 20–80% of your total productiveness. So, ensuring your ESP integrates with issues like Litmus or different instruments you’re utilizing may considerably enhance your workday.
My real-life situation: Once I labored with a buyer to make all of their e mail templates mobile-friendly, they had been already utilizing Litmus as a product. Nevertheless, this wasn’t simply any buyer. They had been primarily an e mail company and had been testing lots of of emails for their very own clients. As soon as we discovered the Litmus integration with their ESP, we had been in a position to optimize their workflow and save them a ton of time. If we didn’t discover that, they might have moved to a different ESP as a result of Litmus was so essential to their workflow.
Does it empower me to be smarter?
With the proper ESP, you will be extra environment friendly and spend your saved time on smarter, extra revolutionary methods as an alternative. Increasing e mail automation, personalization, and A/B testing are the highest three methods entrepreneurs shared with us for optimizing their e mail packages. Let’s dive into every of these to see in case your present answer already meets your wants or not.
Automation
Relying on the place you might be in your e mail program, automating some present flows or creating some automated nurture streams could be the subsequent greatest step so that you can innovate. Expanding email automation is the top priority for email marketers.
Personalization
Personalization is prime of thoughts for entrepreneurs. Actually, 60% of them say that personalization is a priority. And that is smart. With personalised topic strains being 50% extra more likely to be opened, personalization is energy. However 66% of marketers don’t have the resources. That means—your ESP ought to empower you.
A/B testing
A/B testing is one other space on the rise with 90% of entrepreneurs saying they A/B check their emails. More than a quarter even A/B test “almost always” or “often.” That is nice information! However how simple is it to do along with your ESP now? Is it simple to check past the topic line?
My real-life situation: Since automation is most entrepreneurs’ prime precedence, I’ll share one expertise that matches into that class. I used to be working with a shopper who had an ESP with nurture functionality, but it surely was all conditional statements like “IF THEN” or “IF ELSE.” For a group of non-coders, that was painful, inefficient, and simply not scalable for the automation they wanted to place in place. This was considered one of their prime wants in relation to their total objectives, in order that they knew they wanted to change platforms.
What’s my ESP account group assist like?
While you consider your ESP account group, is it like a scene from Cheers—the place everybody is aware of your identify? Or do you solely hear from them near renewal time? Is assist included in your contract, or are you paying an arm and a leg for it? Not all account groups generally is a true extension of your group, but it surely’s one thing to contemplate. According to Gartner, excessive ranges of customer support enhance the probability of buyer retention. Are you getting that service?
If not, it may very well be one thing to barter into your contract at renewal or in case you change. However even in case you’re paying for the next tier of assist, that doesn’t at all times assure a fantastic expertise. What has the assist you’re already getting been like?
My real-life situation: I labored with a shopper who had some e mail marketing campaign reporting that was so removed from their typical efficiency that it raised main pink flags. We reached out to our premium assist group who assured a response inside 8 hours. Within the meantime, we halted all different campaigns so we wouldn’t impression our sender repute. We figured we’d know one thing by that night time, so we agreed to be on standby.
However by the point the eighth hour rolled by with no phrase, we known as. The queue was closed. We despatched an e mail to our account supervisor. Nonetheless nothing. The clock ticked over from 11:59pm to midnight. By way of many escalations, emails, telephone calls, and even the CEO understanding somebody excessive up on the ESP, we lastly obtained it resolved. For sure, we didn’t really feel like this ESP was an extension of the group. This actually stopped the enterprise. And since they violated the phrases of the settlement, my shopper determined to interrupt their contract and transfer to a different accomplice.
And final, however definitely not least… the final word wrap-up query:
Is it assembly my enterprise objectives?
When you’ve your whole responses to the above questions, it’s best to have a reasonably good reply to this one. In spite of everything, they every tie to what you are promoting objectives.
A number of of the situations I shared had been occasions when the ESP I used to be utilizing didn’t meet my enterprise wants. There can be seemingly primary wants to handle. For instance: In the event you’re a high-growth firm, can your ESP deal with the frequency of sends, the quantity, and the segmentation to drive the conversions you want it to? In case your viewers dimension grows, will you be penalized? Guaranteeing that your ESP has the power to develop with you is essential.
ESP innovation
Your ESP ought to increase your e mail effectivity and be your accomplice in innovation—if not main the way in which—so you’ll be able to deal with rising your e mail advertising and marketing program. Are they providing you with methods to hit your objectives? And creating the workflows and options you want forward of once you want them?
Product street maps present that your ESP has a plan for innovation and that every one elements of their group are aligned on the place they’re headed. Along with visibility for you, in addition they create accountability after they share their plans and timelines. When was the final time you noticed a product street map in your ESP?
Are there another questions you’d ask? Keep tuned for the following article in our ESP migration weblog put up collection!
![]() |
Prepared for a brand new ESP? Migrating to a brand new ESP isn’t any small job. However we’ve obtained your again with our step-by-step information to ESP migration. The bonus? You’ll additionally get ready-to-use planning templates so you will get going now. Get your guide → |