Batch Email Migration Guide: ready to get started?

Switching email providers can feel daunting. But with the right methodology, it becomes the perfect time to optimise your CRM stack, strengthen deliverability, and unlock better campaign performance from day one.

The Batch Email Migration Guide gives CRM, Marketing, and Data teams a proven process to move from a legacy system to a unified, high-performing Customer Engagement Platform.

More than a checklist, it’s a complete framework for a fast, secure, and data-safe transition, built on 10 years of experience supporting hundreds of migrations across industries.

What’s inside

The Batch Email Migration Guide is a step-by-step playbook for moving to a unified customer engagement platform, with:

📘 The key stages of a successful migration
From project management to campaign migration, discover how to orchestrate your transition to Batch through four clear steps: scoping, data integration, technical setup, and campaign switch-over.

📘 Expert guidance to structure and manage your project
Follow the governance model used by our clients — project committees, risk tracking, planning milestones, and hands-on support from a dedicated Onboarding Manager.

📘 Seamless integration of your data into Batch
Learn how to connect and synchronise your CRM, behavioural, and transactional data (via APIs, SDKs, Catalogs, and partner connectors) for 100% reliable activation.

📘 Tools and best practices to accelerate your campaigns
Use Batch’s native builders, orchestrate your communications through Automations and Campaigns, and leverage the expertise of our Deliverability and Customer Success teams.

Why download this guide

Our Migration Guide will allow you to:

• Reduce technical risks and downtime during migration.

• Optimise deliverability and engagement rates on your first campaigns.

• Empower your CRM and data teams with a clear, actionable roadmap.

• Gain autonomy with a unified platform ready for scale.

Get the clarity, confidence, and tools you need to make your transition simple, secure, and performance-driven.