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Email and marketing platform migration

Move your audience and messaging workflows together.

Move audiences and workflows while respecting subscription status and consent history.

Email and marketing platform migration - illustrative solution concept, not a client project
Project valueQuoted to scopeNo payment before scope agreement
DeliveryAgreed with your quoteScoped after discovery; after brief, access and approvals
Your first milestoneInventory before movingA useful review point before the next stage

Agree the source of truth

Explicit field mapping

Move audiences and workflows while respecting subscription status and consent history.

Safe retries and reconciliation

When two systems disagree, the integration needs a rule. We map fields, events and ownership before writing code so reconciliation is not an afterthought.

Documented operational ownership

Documented mappings and responsibilities make the connection easier to maintain.

In our clients’ words.

“ICM did a great job, on time and within specified budget.”

“They work very fast and are extremely efficient.”

“ICM Technologies did a fantastic job on my project.”

  • La Quinta
  • Candlewood Suites
  • Holiday Inn
  • Mitsubishi
  • Siddiqsons Industries
  • Aruba Networks
  • Atlassian
  • Catawiki
  • Cloudinary
  • Fitbit
  • Schoology
  • TaxSlayer
  • Toyota
  • BigCommerce
  • Instructure
  • (ISC)²
  • NETGEAR
  • Okta
  • Wise

WHAT YOU RECEIVE

Your Email and marketing platform migration project, clearly defined.

Businesses connecting ecommerce, finance, CRM, ERP, shipping or other operational tools.

01

Audience mapping

Define the audience, the offer and the action the work should encourage. Review the hierarchy with your team so the final wording is based on real business facts, not unsupported claims.

02

Template and flow migration

Design the named views and their important states, including empty content, long labels, mobile layouts and the main next action. The agreed screens are reviewed before the final implementation is released.

03

Suppression-list checks

Preserve unsubscribe, bounce and do-not-contact information during the move. The transfer must not reactivate people who previously opted out.

Scope and requirements

Purchased lists and missing consent are not repaired by changing platforms.

Any additional work is scoped and priced for your approval.

THE DELIVERY PATH

From your brief to the finished work.

Follow the preparation, review and delivery stages for this service.

01

Inventory before moving

Confirm the source, destination, data volumes, integrations and what must remain unchanged.

02

Rehearse the transfer

Map the fields and run a representative sample. Resolve missing data or unsupported features before the live move.

03

Agree the cutover

Review backup, freeze, redirect and rollback plans, then perform the approved production transfer.

04

Check and hand over

Verify representative records and customer journeys, document exceptions and provide the agreed operating handover.

A FEW THINGS WORTH KNOWING

Questions before
you start?

Ask the team ↗
What is included?

The source audit identifies what can move directly, what needs reconstruction and what the destination does not support. The accepted scope lists those exceptions before the live migration.

How is disruption managed?

We agree the cutover window, a data freeze or delta-transfer approach, and a rollback route. Zero downtime is not assumed without reviewing the systems.

What do you need from us?

Authorized source/destination access, representative data and an owner who can approve mappings and the cutover. Credentials are exchanged through secure onboarding.

What is included in this move?

The core scope covers Audience mapping, Template and flow migration, Suppression-list checks. Purchased lists and missing consent are not repaired by changing platforms.

YOUR NEXT LEAP STARTS HERE

Ready to put Email and marketing platform migration to work?

Share the change you want to make. We will help turn it into a clear, practical project.

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