Migrating Your Marketing Systems: The Real Talk Guide

Migrating your marketing systems.
Feels like moving house, but with more spreadsheets and fewer pizza boxes.

Everyone says it’s “seamless,” but let’s be honest:

• You’re mapping data fields at midnight
• Wondering if your campaigns will still work tomorrow
• Hoping your integrations don’t break (again)
• Fielding “is this done yet?” from every direction

So… why bother at all?

Why You’d Even Consider This Madness

• Your current stack isn’t cutting it anymore
• You want better insights, less chaos
• You’re tired of duct-taping tools together
• You need to actually see ROI, not just hope for it.

The Honest Bit: Migration is Rarely Fun

But it’s often necessary. The pain of staying stuck with outdated tools usually outweighs the pain of moving. Still, it’s a process that needs more than just wishful thinking.

What Actually Happens During Migration

Let’s break it down. Here’s what you’re really signing up for:

Stage	What It Looks Like in Real Life	Why It Matters
1. Inventory	Listing every asset, template, and campaign you’ve ever made	Don’t lose anything important7
2. Planning	Creating a migration plan (with deadlines, owners, and backup plans)	Reduces chaos and surprises134
3. Data Mapping	Matching up fields between old and new platforms	Keeps your data usable and accurate6
4. Test Runs	Migrating a small batch first, then checking what broke	Fixes issues before they go big1
5. Full Migration	Moving everything over (while sweating a little)	The main event
6. QA & Fixes	Checking for missing pieces, broken links, weird formatting	Prevents embarrassing mistakes37
7. Go Live	Flipping the switch, hoping for the best	You’re live—now what?
8. Training	Getting your team up to speed on the new system	Adoption is everything5
9. Review	Measuring what worked, what didn’t, and what to improve next time	Continuous improvement6

Why It’s Worth It (Even If It’s Not Fun)

• You’ll finally have all your data in one place
• No more Frankenstein’s monster of integrations
• Campaigns run smoother, reporting gets easier
• You can actually grow, instead of just treading water

Pro Tips to Survive the Move

• Build a dedicated migration team—don’t go solo4
• Over-communicate with everyone involved
• Test everything (twice)
• Keep your old system running until you’re sure the new one works5
• Accept that something will break. It’s normal.

The Real Question

Has anyone ever had a migration go 100% right?
Or is it just me with the war stories?

And here’s the kicker:
If you’re reading all this and thinking, “That sounds like a lot of work,” you’re not wrong.

But you don’t have to do it alone.

Systeme.io Offers Free Migration—Yes, Really

If you’re currently using platforms like:

• ClickFunnels
• Kajabi
• Teachable
• Kartra
• Mailchimp
• ConvertKit
• ActiveCampaign
• WordPress
• Thinkific
• Podia
• Or any other major marketing system

Systeme.io will move your entire business over for free when you sign up for their Unlimited or any annual plan

What Gets Migrated?

• Contact lists
• Sales funnels
• Pages
• Blogs and articles
• Courses
• Emails and campaigns
• Automations
• Customers and products

How the Free Migration Works

Step	What Happens
1	Sign up for an Unlimited or annual plan on Systeme.io
2	Tell the team exactly what you want migrated and from where
3	Get an estimate of how long it’ll take (average: 17 days)
4	Sit back while the migration team duplicates your content—no downtime on your old platform
5	Receive regular updates and notifications on the progress
6	Run your entire business from one easy-to-use platform—no more duct tape, no more chaos

Why Consider Moving Now?

• No migration fees—save up to $1,997 in service costs7
• All your tools (funnels, email, website, courses, blogging, automations) in one place
• Ongoing support, so you’re not left hanging
• Special discounts on annual plans—save up to 30%37
• No risk to your old account; nothing gets deleted until you’re ready5

If you’re tired of juggling a dozen logins and paying for five different apps, this is your sign.
Let the Systeme.io team handle the heavy lifting so you can actually focus on growing your business—not just running it

OK bye.

References:

1. https://www.adverity.com/blog/7-steps-for-successfully-migrating-your-marketing-data
2. https://4thoughtmarketing.com/article/marketing-automation-platform-migration/
3. https://www.optimizely.com/insights/blog/cms-migration-guide/
4. https://useinsider.com/marketing-migration-guide/
5. https://www.revenuepulse.com/blog/how-to-manage-your-marketing-automation-platform-migration/
6. https://kpmg.com/us/en/articles/2024/stay-ahead-essential-strategies-migration-planning.html
7. https://act-on.com/learn/blog/migrate-your-marketing-automation-platform/
8. https://iterable.com/whitepaper/the-growth-marketing-platform-migration-guide/

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