You’ll want to have access to as much data/as many reports as you can, so export all historical data/reports and store them safely for future reference. Once your existing provider switches you off, you might not have access to these assets ever again.
Sign-up forms/marketing automations
If you have any sign-up forms, remember to recreate those in your new ESP. Keep an eye on all the data entry points and re-map them in your new provider to ensure everything’s feeding into the correct places.
It’s a similar story with any automations that you have live: take notes of the flows so you can rebuild them easily.
It’s essential to know exactly how you currently collect your data and how you expect this to flow to your new system. In this instance, it’s really important that you involve your tech team and your new provider. The sooner you start the conversation the better – you don’t want any unexpected delays or surprises!
If you’re moving over to dotdigital, check out the ‘Getting started’ section of our Support Portal; it’s full of information on everything from creating an address book to choosing an email template.