10 min read

The Step by Step Guide How to Migrate from Bronto to Another Email Marketing Platform

Written by Andriy Boychuk
10 min read

There are no email marketing platforms on the market that integrate with Bronto and migrate the data with one-click integration.

Unfortunately, you need to make it manually.

And another fact, you have to migrate out of Bronto since they will be discontinuing their platform.

If you still unsure which platform to use, we created a post about Bronto Alternatives based on your business type.

So let’s start!

Here is the summary checklist before we go into the depth of each step:

  1. Export Bronto active email subscribers
  2. Import active email subscribers to your new ESP
  3. Export Bronto unsubscribed and bounced emails
  4. Import unsubscribed and bounced emails to your new ESP
  5. Migrate your templates
  6. Migrate your automations
  7. Migrate your forms
  8. Deactivate automations in Bronto and Activate it in the new ESP
  9. Remove Bronto tracking codes and install new ESP tracking codes
  10. Integrate your eCommerce platform with the new ESP
  11. Start sending campaigns
  12. Shut Down Bronto Account

Step #1 – Export Bronto Active Email Subscribers

Every Bronto account is created especially for you. The subsequent guidance is for exporting the Bronto list. Get in touch with Bronto support staff and discuss their documentation for the latest export guidance.

On the Bronto dashboard, press “Contacts”> “Management”> “Special Reports” and then export a CSV file containing the “Active” status from Bronto.

Go to “Choose A Status” and press ‘Active.’ This highlights contacts who have chosen to receive marketing emails from your company.

  • Email Address
  • First Name
  • Last Name
  • Last Open Date
  • Last Click Date

You can also include address data, such as city, region, country, and postal code, the last unsubscribe date, social media data, mobile number, source information, or status information can also be included.

After you finish selecting the fields and modifying the export settings, click “Export” to start running the report. All Bronto reports are downloaded into a CSV file. After the CSV download is complete, you will get a Bronto in-app notification. Downloadable files that are available can be found in Reports>Downloads and Reports>Legacy Downloads.

Step #2 – Import Active Email Subscribers to Your New ESP

Once you have formatted the exported data, it can be imported into the list in your new ESP.

Be careful when you upload the subscriber to the list and make sure your automations are OFF in the new ESP. Some ESP email automation is triggered by adding email addresses to the list. Prior to starting an upload of contacts to the list, ensure that you convert these related automation to not active mode.

When you import the CSV file, some of the information might not be standard. Maybe you have some extra information about the subscribed in addition to the first name, last name, and email.

Those unique fields need to be mapped with your new ESP fields. Also, in case you do not need to migrate those unique fields, there should be an option Not To Import field.

If you choose Klaviyo as your new ESP, watch the tutorial to learn how to import contacts to Klaviyo from CSV file.

Step #3 – Export Bronto Unsubscribed and Bounced Emails

Entering in your Bronto unsubscribe, bounce, and bans into the new ESP unsubscribed list is essential in ensuring compliance with spam laws and maintaining deliverability.

Unsubscribed contacts in any ESP can’t send marketing emails.

The logical question is why do you need to migrate them?

There are many reasons why, but the important one is that you want to import them for historic data tracking reasons. Also, you can send those contacts transactional email, and they can resubscribe in the future.

So here are the steps on how to export those subscribers from Bronto:

Visit “Contacts”> “Management”> “Special Reports,” and then export from Bronto a CSV file containing only:

  • Bounce
  • Unsubscribe
  • Complaint about unsubscription


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Step #4 – Import Unsubscribed and Bounced Emails to Your New ESP

Now, go to your new ESP and import all those contacts.

A very important point is you need to import it to the unsubscribe section. Each platform is different, but all those emails should be unsubscribed and not active.

You will not pay for those email subscribers. You just need them for historic data reasons.

Step #5 – Migrate Your Templates

Unfortunately, there is no easy way of copying and pasting templates from Bronto to your new ESP unless you use an HTML based template.

You need to rebuild the template in your new ESP.

Nowadays it is not hard to do since the majority of ESP have drag drop template builder features. However, I strongly recommend to involve your design team or hire somebody who can migrate the templates for you.

Also, you should remember to optimize your emails for mobile. Here is a video of how you can do it.

Step #6 – Migrate Your Automations

In this step, we need to replicate all automated emails like abandonment cart, welcome automation, post purchase automation, and any other emails in your new ESP.

This is a little bit of a technical part of the process, and you should involve your tech team or hire one. It involves the proper setup of triggers/events, filters/exclusions, and tracking codes.

When you leave Bronto, it might be worth refreshing and updating the automatic messages.

It is recommended that you open the “Welcome Series” and “Abandoned Cart” processes. Welcome series is essential for attracting new subscribers, and discarded shopping cart traffic has a high return on investment.

Step #7 – Migrate Your Forms

Rebuild Bronto registration forms using your new ESP enabling your list to continue to grow.

  • Use your new ESP registration form generator to recreate the form from scratch.
  • Use a 3rd-party list growth tool integrated with your new ESP.
  • Combine the custom forms through an e-commerce platform.

Once you have switched all registration forms to the new ESP, check your list in Bronto in a couple of days. If subscribers are still being added, you may need to replace at least one more form.

Next, you will close the Bronto registration form. Please reach out to Bronto support for advice on closing the Bronto registration form.

Step #8 – Deactivate Automations in Bronto and Activate It in the New ESP

After you set up the email automation in your new ESP and have connected all forms to it, you will need to close all Bronto workflows to make sure that you don’t send emails to your customers from both platforms.

You should reach out to Bronto support for more advice on shutting down the Bronto workflow.

Step #9 – Remove Bronto Tracking Codes and Install New ESP Tracking Codes

Each ESP including Bronto has its own snippet of code which you need to add to the site.

First, you need to remove all Bronto tracking codes since you will not need them anymore.

Second, you will need to install all new tracking code for the new ESP.

This is a technical task, and in the process, you might mess up the main code in your store. We STRONGLY suggest you to involve your technical team here or hire one.

Step #10 – Integrate Your Ecommerce Platform with ESP

IF you did not do this already, you need to integrate your eCommerce platform with the next ESP and disconnect the eCommerce platform from Bronto.

When you import the subscribers (step #2 and #4), all historic data from the eCommerce platform will sync with your new ESP and update all email addresses with their purchase history. This way you are able to create segments and check specific customer order history and etc.

Step #11 – Start Sending Campaigns

After your new ESP account is linked to your store and the information has been imported from Bronto, the ESP can be used to send your first campaign.

We strongly recommend first to run the automatic emails for a few weeks. It will help to build your sender’s reputation and deliverability.

After the automation runs for some time, you are able to send your first campaign. Just make sure to send it first to the most engaged list. You can start from 7 day engaged, and then the second campaign from 14 days engaged and so on. After sending emails to the most active customer base, you can slowly send them to extra customers. By acting slowly and progressively, you can improve your sender’s reliability. This is known as “warming your IP address.”

Please do not send your first campaign to everybody since it might put you in risk of ruining your reputation.

Step #12 – Shut Down Bronto Account

After you point all list growth tools to the new ESP (step #7), suspend the Bronto workflow (step #8), and enable the automation in new ESP (step #6), you can stop Bronto.

Prior to closing Bronto, please ensure that you are happy with everything.

Use a test email in the registration form and other list growth tools, discard the shopping cart, and sign-up for the newsletter to activate the welcome series.

Visit a subscriber profile to ensure that the data on your profile is correct.

Once these steps are completed, and you have fully migrated to the new ESP, your Bronto account can be closed.

Conclusion

From the first look and length of this post it might look like the process is extremely complicated. It is not, but you need to follow the steps and have some technical knowledge to be able to follow the steps.

We strongly recommend that you involve your designer and tech guy. Also, if you want to find a partner to do the proper migration on your behalf, you should check this migration package.


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