Migrations are a manual process for our support team. The way it works is that we sign into your current provider to export your subscribers, tags, and segments and then import them into your Podia account.
For email campaigns, we will copy and paste the content, images, and files into a new campaign here, using the selected template of your choice. We will then set up applicable automations.
Here’s how the process works in more detail:
Step 1 – Sign up for an annual account
We can only offer migrations to users on annual plans with Podia. On Podia you can have a plan for your site (including all your products) and a plan for your email marketing.
You can pay for those monthly or annually, but we can only offer migrations when you’re on an annual plan of the migration you want us to complete. E.g. you have to be on an annual email plan for us to migrate your email.
Step 2 – Fill out the migration request form
Filling out a product migration request form or an email migration request form is how we start the process of migrating your data. We’ll ask you some questions about where you’re migrating from, the details you use to access that platform.
There’s a short set of questions about what you want us to move from your current platform and you’ll need to give us a list of the names of campaigns, lists and anything else you need migrated as part of that.
If we’re migrating your email from another platform, we’ll also ask you about which broadcast template you want us to use for your migrated emails. You can choose one of our expert designed templates or use one of your own.
Step 3 – Sign the migration agreement
As a final step, we’ll ask you to digitally sign a copy of our migration agreement which sets out what we can and can’t migrate and a few other details about how we’ll work to make this happen for you. You don’t need any special equipment to sign this document – we’ve made it as easy as possible for you.
Step 4 – Sit back and relax
When you’ve completed the migration request form and the migration agreement, we’ll queue your migration for processing. Once that happens, we don’t need you to do anything unless we reach out with updates or questions along the way.
All migration requests are processed in the order that we receive them.
We’ll give you a time estimate once we get started and let you know the second it’s done. Because we take extra care to manually migrate your data, we don’t offer refunds on the first year of your annual plan.