Know this before migrating your list
Five days to move your list. It says nothing about whether your automation logic survives the switch intact, and more!
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🔀 The migration timeline everyone quotes skips the part that actually breaks
"Migration takes five business days" is true and also not the number that determines whether a pre-BFCM platform switch is safe. Five days covers moving your list and reconnecting sending infrastructure.
It says nothing about whether automation logic built up over years of tweaks reconstructs correctly on the other side.
An abandoned cart flow with three conditional branches, a post-purchase sequence that skips step two for VIP customers, a win-back automation excluding anyone who redeemed a specific code last quarter: none of that is documented anywhere except inside the automation builder itself, built incrementally over time.
A migration that moves contacts cleanly can still lose every one of those branches, because nobody wrote down that they existed.
Inventory your automations before you migrate, not after something breaks
Before any migration starts, export or screenshot every active automation's full flow, including every conditional branch and exclusion rule, not just the trigger and top-level steps.
Most teams can name their five or six core flows without thinking. Almost nobody can list every exception layered into those flows over time, and that's exactly the part a migration is most likely to drop.
Rebuild and test each flow against real customer records before the old platform goes dark
A flow that looks correctly configured in a new builder can still fail silently the first time a real customer triggers an edge case nobody tested.
Run a handful of actual customer records, at least one VIP, one prior-discount redeemer, one multi-purchase repeat buyer, through each rebuilt flow and confirm the output matches what the old platform would have sent. This takes an afternoon per flow and catches failures a generic checklist never surfaces.
Keep both platforms live in parallel through your first real send
The riskiest moment in any migration isn't the data transfer. It's the first time volume flows through the new automations for real, since that's when an untested edge case gets triggered by an actual customer instead of a test record.
That overlap window is exactly what let one agency's migration to Omnisend hold through Black Friday without a deliverability or automation failure, landing $113K in holiday revenue that matched the year before despite switching platforms weeks out from peak.
Jocelyn A., COO at Ecom2Win, walks through how the migration to Omnisend was actually verified before the old platform was shut off. You can read the full story here.
A platform migration that only checks whether contacts arrived is checking the easy half of the job.
Partnership with Levanta
The biggest holiday mistake brands make? Trying to build a creator program in November.
The strongest holiday programs are built over the 90 days leading up to peak shopping season. That is when brands recruit the right partners, test incentives, and build enough momentum to scale when demand arrives.
Trusted by 3,000+ eCommerce brands, Levanta created The 90-Day Holiday Sprint, a free step-by-step playbook to:
- Recruit and activate creators before their holiday calendars fill
- Build competitive commission structures without sacrificing margin
- Use Day 30, 60, and 90 checkpoints to create a program ready to scale for BFCM
Don’t wait until November to build the creator program you will wish you already had. Your 90-day countdown starts now.
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