In this article we'll walk you through each important step to ensure that moving your email marketing to a new platform goes smoothly. From integrating your shop to exporting data and canceling your account, this article will help guide you through the process now that you've decided to move from Jilt to a new email platform.
These instructions are applicable to most email platforms. If you're moving to any of the following services please check out our dedicated guides:
1. Integrate your store with the new platform
The first step that you need to consider is if there's a way to integrate your shop with the new platform. Popular choices like MailChimp and Klaviyo offer plugins/extensions that you can install to your shop to make the migration process a lot easier. These plugins will take care of syncing new orders and customers from your shop to your email platform and help with any filtering options as they often gather more information for your customers.
Pro tip: Make sure you check any documentation offered by the respective platform to avoid any setup conflicts or unexpected lack of data. Most of the time, extensions will sync historical order and customer data as well, but it's always good to be prepared for any setup questions you may have.
When the integration is over, it's time to start de-activating Jilt features and start the transition to the new platform.
2. Deactivate Jilt's signup form
Many email platforms will offer their own signup form that seamlessly integrates with your shop as well. If you're uncertain if your choice supports one, then don't hesitate to reach out to their respective Care Team to help you. Even if they don't, there are usually workarounds through 3rd party services.
In this step, we'll see how to deactivate Jilt's signup form to help facilitate your migration to the new platform:
From your Jilt account, go to Signup forms
Remove the checkmark next to "Enable popup forms to ask customers to opt into your marketing emails or broadcasts"
The "Enable signup forms" checkbox should be empty as shown above
For WooCommerce stores, you can manually add a shortcode to embed a signup form. It should be removed from any pages, widgets, or blocks on your store.
The basic shortcode appears as the following:
It's possible to also use a built-in Jilt form widget, which we recommend you remove. More detail can be found here on working with Jilt's forms.
3. Deactivate or redirect integrated subscriber forms
Continuing on the subject of signup and subscriber forms, Jilt offers integrated with some popular choices like OptinMonster, MailMunch, and MailOptin. As previously discussed, you can check if your new platform integrates with these services as well. MailChimp and Klaviyo do integrate with a lot form them so if you migrate to one of them, we have already prepared guides on how to redirect them.
If you aren't using any of our integrated services, feel free to skip to the next step.
If your platform doesn't support any or some of the integrated services you were using with Jilt, then you navigate to Settings > Integrations in your Jilt account and click on the Revoke access or Disable button to stop the connection to your shop.
4. Disable Jilt's checkout sync
Now that we have disabled signup and subscriber forms, the next step would be stopping Jilt's checkout sync.
For WooCommerce stores, this setting is found in Jilt under Settings > Shop settings > Storefront settings. Remove the checkmark next to the "Show an opt in at checkout to ask for consent for marketing emails" setting.
Disable checkout opt-in on WooCommerce
For Shopify stores it's not necessary to make any changes in Jilt as Shopify has a built-in feature for capturing consent via their checkout page.
In most cases, your new platform will provide an alternative way to sync contacts during the checkout.
5. Disable autoresponders
Before starting to use new autoresponders to your platform your choice, you'll need to make sure to deactivate previous automations in Jilt to avoid sending duplicate messages. Taking as an example the Welcome new subscribers automation, you can find instructions on how to do it below:
Open the Automations list.
Find the campaign in the list and click the Stop button.
3. On the Stop Campaign modal either select Keep scheduled emails or Cancel scheduled emails.
With either selection the campaign will be stopped immediately, preventing new contacts from being assigned to the automation. However, your selection will tell Jilt what it should do with any emails that have been scheduled but not yet sent.
Keep scheduled emails. This option is useful if Jilt has captured some new signups that weren't also synced to your new platform.
Cancel scheduled emails. Select this option if the latest signups have been synced to your new platform and they're eligible to receive the new Automation Welcome Email (or any other campaign) that you've created.
6. Export your contact
In many cases, contacts haven't purchased any products but instead have subscribed to you follow your newsletter or they're part of your list due to previous migration. In order to ensure you won't miss any contacts, you can export them from Jilt and import them to your new platform.
Pro tip: Make sure you go through any documentation provided by the new platform regarding formating the import file before going forward with importing your contacts. It's common for migrations to fail due to formating issues with the import file, so we recommend spending a few minutes going through the process to ensure you understand all the steps.
First, you'll want to export all of your contacts that are in Jilt.
From your Jilt account, go to Contacts
Bulk select your contacts
Click Actions > Export contacts
A link to download the export file will be sent to your email address when it's ready. Once you've downloaded the file, unzip the package. It will contain up to five CSV files:
All-contacts. This file includes the entire list of contacts that were exported and is included in every contact export that's processed by Jilt.
Subscribed. This list includes all contacts that have explicitly opted-in to receive marketing emails from your store.
Unsubscribed. This list includes all contacts that have opted out of your email marketing. The action is typically completed by clicking the unsubscribe link in an email.
Non-subscribed. This list includes all contacts that have neither opted-in or opted-out of your email marketing.
Suppressed. This list includes all contacts that have the suppressed status in Jilt (read more on statuses here). Contacts move to this status when their email address hard bounces, they mark one of your emails as spam, or they unsubscribe from your emails.
Note: The export file includes the CSVs for which you have matching contacts. We won't generate a CSV if there are no contacts in one of the opt-in or status lists.
7. Export saved email templates
Jilt also allows you to export your email templates and messages you created while using our platform. This is a great way to streamline the migration process and quickly get started with your new platform.
Before moving ahead, here are a few points that you may want to consider:
All email platforms have their own email editor and in some cases, re-importing your email templates may not be possible or will need changes to the CSS and HTML code of the templates.
Take a moment to consider if it may be better to re-create the messages to the new platform instead. Even if it's a slower process, it could work better in the long term to ensure your messages will look exactly how you want and give you an opportunity to get to know the new platform as well.
Jilt is using Liquid Merge Tags to automatically personalize your messages by drawing data directly from your shop. Most email marketing platforms have their own way of doing that, so if you're considering using the same email tempaltes generated by Jilt, make sure to take a moment to understand their system and make any needed changes.
Now, let's see how you can export email templates based on their type.
Go to the Automations list.
Click on the automation that contains the email(s) you wish to export.
Click on the action menu (button with three dots) next to the email you'd like to export, then select Export HTML.
4. In the modal window that appears click the Start export button.
Once you've confirmed the email you'd like to export, Jilt will start preparing the ZIP file. You'll receive an email with a link to download the file, which will be available for 14 days. After which, the file is removed from our system and no longer available to download.
Go to the Broadcasts list.
Click on the action menu (cog icon) of the broadcast that you'd like to export.
Click on Export HTML.
Then follow step 4 in the instructions for Automations.
Pro tip: You can also export the HTML template from the broadcast report page. Open the report page for a sent broadcast and click on the Export HTML button in the email banner.
Go to the Order receipts list.
Click on the order receipt that contains the email(s) you wish to export.
Click on the action menu (button with three dots) next to the email you'd like to export. Then click Export HTML.
Then follow the step 4 instructions for Automations.
Exporting from the email editor
For each email type (Broadcasts, Automations, and Order receipts) you can also export the template directly from the new email editor.
While in the email editor, click on Actions > Export HTML.
How do I export an email on the old editor?
To export an email that is still on our old email editor, please follow these instructions.
8. Export additional Jilt assets
Now that your new campaigns are ready and you've migrated contacts to your new platform, you can choose to export optional data like invoices and abandoned carts from Jilt. It's a good idea to save this information for future reference as all of your account data will be deleted from our system shortly after you cancel your Jilt account.
You can find the related article here: Export additional Jilt assets
9. Sunset your Jilt account
Good job on the migration! There's just one more step to complete -- cancelling your Jilt account. Kindly note that deleting the Jilt app/plugin won't cancel the monthly subscription.
As it won't be possible to re-activate your Jilt account after cancellation, we recommend reviewing the steps above one last time to make sure you haven't missed anything before moving forward with this step.
When you're ready, you can follow the instructions in this article to sunset your Jilt account: Sunset your Jilt account