ESP Migration & Integration…

CapStone is ESP agnostic. We do not recommend any specific ESP as we understand that ESP selection is a complex yet crucial process. We leverage our expertise to help you land the ideal ESP for your email marketing campaigns. Our team of experts understands your requirements, expectations, resources, and other crucial parameters.

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We follow a thorough process of testing, demos, and consultation before zeroing down on the best ESP for your email marketing campaigns.

We’ll Help You Find an ESP That Best Fits Your Needs

Preliminary Audit

We do a preliminary audit to understand the prevailing challenges and things your current ESP is unable to deliver. For instance: The management is asking for certain kind of reports, you are blocked by your current ESP, you need an integration that is missing, you have issues with data, and so on…

Vendor Research and Shortlisting

Once we identify the issues you are facing, we go out and identify the ESP that will suit your needs. There are literally hundreds of ESP vendors in the market each with a unique set of capabilities. We research and identify 3 ESPs that best match the requirements.

ESP Demo

We communicate with the shortlisted ESPs and arrange for a demo. The demo will help you objectively evaluate the best fit and make an informed decision.

Honest & Unbiased Opinion

We do not resell any platform. So we won’t influence you to choose a specific ESP. You will always get an honest and unbiased opinion on vendor selection.

100% Transparency

We do not take a commission from any ESP. We will pass on the commission benefits to you. Such transparency allows us to work in your best interest.

Multi-ESP Support

We have experts for your Email service provider

We support 49+ ESP vendors. Be it enterprise platforms, such as Salesforce or small-to-medium sized platforms like Klaviyo or MailChimp, we’ve got you covered.

Smooth and Hassle-Free
ESP Migration

Moving to a new ESP can be difficult and time-consuming. We help you migrate from the current ESP to the new ESP hassles-free, thanks to our detailed migration checklist.

The ESP Migration Checklist

We do a preliminary audit to understand the prevailing challenges and things your current ESP is unable to deliver. For instance:

Data migration

When migrating to a new ESP, you want to take this time to review all data, lists, segments, etc. Do a clean-up and plan the foundational data structure on the new platform to receive existing data and be ready for new data fields as needed.

Testing

Extensive testing is conducted to ensure that emails are being sent correctly and everything is running smoothly.

Integrations

Integrating the new ESP with your websites such as welcome pop up, lead magnets, e-commerce integration and other third party systems.

Email Template Migration

If you have existing email templates that need to be used, we will rebuild and migrate them to the new ESP.

Automation

We make a list of automations in your existing ESP and initiate the process of moving them and updating them if necessary. We’ll test every automation before they are made live. You can learn more about our email marketing automation services here.

Training

We organize training on the new ESP. The training is conducted by an expert from the ESP or our in-house expert.

Domain Authentication Setup

When moving the sending domain to the new ESP, we will review and give guidance on setting up your SPF, DKIM and DMARC records to avoid any deliverability issues.

IP Warm-up

The new IP needs time to be recognized by the ISPs. We’ll manage the IP warmup process to make sure that when larger volumes are ready to be sent that the ISPs of the world are ready to happily receive them. Generally, this takes 2 to 6 weeks.

Get in touch

49+ Industries and Verticals Served

From startups to Blue Chip companies, we power email marketing campaigns for businesses of every shape and size. Over 600+ businesses put their trust on us.

Banking Finance
Accountants/CPAs
Healthcare & Hospitals
Architects
Agriculture
Automotive
Education
Consumer Goods
Finance
Fitness
Food & Beverage
Health & Beauty
Travel
Insurance
Legal
Real Estate
Non-Profit
Hospitality

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    Ready to grow your revenue?

    Just fill in the form, and let our experts handle the rest. Here’s what will happen next:

    • Get to know your business: From our first conversation, we begin researching your business, competitors, and industry. We’ll audit your site to craft a fully customized proposal.
    • Put together your flight plan: Based on their research, your strategist will compile personalized recommendations for how your business can drive more revenue online.
    • Prepare for takeoff: Your flight plan will include pricing, timelines, a detailed view of what a partnership with CapStone would look like, and how we’ll help your business grow.