A new software checks all the boxes but you hesitate because switching away from Mailchimp – or another provider – requires lots of overhead. You need to migrate data and train the team on how to use the new platform. It’s a lot of work and nobody wants to browse through dozens of help articles going around in circles.
This is why Envoke offers free and comprehensive onboarding for all new accounts switching away from Mailchimp or any other provider.
The focus is on continuity of service so your contacts don’t even notice you are switching away from Mailchimp and your users feel comfortable using the new software from the very beginning.
“Envoke offers what any large email marketing program offers at a similar price, but with better customer service.”Jennifer Bhogal / Urbanspace
What’s included with onboarding when you’re switching away from Mailchimp
The short answer is: it’s up to you. It’s all very custom. Onboarding time isn’t capped at an hour or a single Zoom call. Some accounts are fully operational self-serve after an hour (some don’t even book a training call and get started on their own) while larger groups may require several calls. Onboarding ends when you tell us that your users are comfortable with the new account. Then you get unlimited ongoing support.
Typically we start with a kick-off meeting to gather input from everyone and establish priorities. Maybe you want to send out emails ASAP, maybe adding forms is your number one priority, maybe it’s importing contacts and segmenting your list. We’ll work with your priorities and formulate a plan that makes the best use of everyone’s time. At the end of the kick-off call we schedule the actual training call.
Training calls are custom with your team only and anyone can ask questions at any point during the call (as opposed to a webinar style call where everyone’s on mute). We can always record these calls (we always ask first) and send the recording to participants for future reference.
Training calls cover the following topics:
- Your specific questions and requirements
- Going over all account level settings
- Creating user logins for the team
- Technical setup of: DomainKeys Identified Mail (DKIM) to ensure emails are properly authenticated and custom domain for branding. These are both one time steps to be completed by your IT team. We give you instructions on what to tell them and are happy to work with them directly should there be any questions
- Establish a list segmentation framework (tags, subscriptions, custom fields and custom segments)
- Help with importing existing contacts
- Contact list and contact update functions
- Review and configure CASL settings if applicable
- Customizing the Email Preferences page
- Forms setup and customization
- Working with the email editor (create, preview, test, send)
- Review reporting options
- Review integrations requirements and help with setup
What can and cannot be migrated when you’re switching from Mailchimp?
All contact details, including custom fields and opt-in information, can be migrated over. We don’t force you to use double opt-in or confirm consent: you can set subscription status as you import lists.
Email templates can also be migrated over but there are times when a slight change is required in the template layout. These changes are minor enough and chances are your contacts won’t even notice them.
Forms can be migrated pretty much as-is. Once your Envoke forms are configured you can easily replace the old forms with the new ones.
Historical data and reports cannot be migrated over. You can download / export these or keep a free account with Mailchimp to keep access to reports. Mailchimp billing is by number of contacts so if you delete all but a few contacts you either won’t have to pay at all or only pay a very small amount per month.
Ongoing support includes access to an extensive knowledge base, chat, phone calls and Zoom calls.
You don’t pay extra for any of these options no matter the billing plan you’re on.
Our support ratings are something we’re very proud of but don’t take our word for it: you can read the reviews here.
How much does it cost to switch away from Mailchimp?
Onboarding of every Envoke account is free regardless of account size.
That’s right: all of the above is included at no extra cost because we believe that it’s in the best interest of everyone involved to start off with a great experience, which paves the way for a long-term relationship.
About Envoke: a Mailchimp alternative for communicators
Envoke is a Mailchimp alternative for communicators who work at compliance-conscious organizations and want to send opt-in and mandatory content with an emphasis on data security and subscription management. Find out how we’re different from Mailchimp.
To find out more about Envoke, you can book a discovery call here so we can explore your requirements and give you a better understanding about what our software can bring to the table. You can also start a fully-loaded trial account to take Envoke for a test drive.