Iterable implementation
Move to Iterable with confidence. Scalero’s got your back.
Migrating your ESP is a strategic upgrade that many businesses need to make at some point—but without proper guidance, it can feel like a massive leap of faith or a huge chore. That’s why at Scalero, we take the stress out of ESP migrations and bring expertise to every step of your journey to Iterable.
Proven process, better outcomes
Why migrate to Iterable with Scalero?
We’ve helped dozens of teams successfully migrate to Iterable—avoiding common pitfalls, preserving momentum, and setting up smarter campaigns from day one.
Not just migrating?
Warehouses
CDPs
APIs
Clean data integration
We’ll connect your warehouse or tools like Segment and make sure your data is clean, mapped, and ready to power campaigns.
Launch-ready
Built for marketers
Intuitive campaign building
We set up flexible workflows tailored to your customer journeys, so your team can launch without relying on devs.
Data-aware
Built for scale
Dynamic segmentation
We’ll help you create real-time, behavior-based segments that unlock smarter personalization across channels.
Handlebars
Dynamic content
Personalized content
We use Handlebars and snippets to build dynamic templates that feel human and scale effortlessly across your audience.
How it works
Assessment & planning
First, we’ll do a deep dive into your current ESP setup and your goals, then map out a clear plan using tools like Notion to make the most of Iterable’s powerful features.
Data migration (optional)
If you’d like, we can securely transfer your subscriber data and event history into Iterable. Otherwise, we’ll guide you through the process of making your data clean and ready to go.
Template & automation setup
Next, we’ll rebuild your templates and workflows from scratch inside your new platform.
Testing & optimization
Before anything goes live, we’ll run tests using tools like Email on Acid to confirm that every email and automation looks great, functions perfectly, and delivers reliably.
Launch & ongoing support
Finally, we’ll oversee the launch and stick around to provide support so that you’re set up to get the most out of Iterable’s features moving forward.
What does pricing look like?
Every migration is different, so we don’t do one-size-fits-all pricing. Here’s what we’ll look at to give you an accurate estimate:
Your package
Your current platform
Are you switching from Salesforce Marketing Cloud, Braze, Marketo, Listrak, or another ESP?
Your future setup
What integrations or tools will Iterable connect with in your tech stack?
The size of your list
How many subscribers are we migrating over?
Workflows to transfer
How many journeys and automations need to be rebuilt in Iterable?
Email templates in the mix
How many designs need migrating or re-creating in the new platform?
We’ll use this information to create a clear, transparent quote that fits your goals and timeline.
FAQ
How long does the migration take?
The timeline depends on the complexity of your migration—namely, factors like the number of subscribers, workflows and templates, data quality, and third-party integrations. We’ll provide a clear estimated timeline during the assessment phase.
Will my email deliverability be affected?
Our process is designed to protect and improve your deliverability. We follow best practices, such as domain warming and thorough testing, to ensure your emails reach inboxes consistently after the migration.
Can I handle some parts of the migration myself?
Yes, you’re free to handle some or all of the data migration process yourself. We’ll customize our approach to focus on the areas where you need the most support.
Can I keep using my current platform while the migration is happening?
We can launch one campaign at a time or wait until the system is fully migrated. We’ll discuss this with you.
What happens to my templates and workflows during the migration?
We’ll rebuild or redesign your templates and workflows in the new platform so that they work with Iterable’s tools without any hiccups. This includes optimizing designs and testing for accuracy.
How do you handle third-party integrations during the migration?
We evaluate your current tech stack and ensure all third-party tools (e.g., CRMs, analytics platforms) are properly integrated into Iterable. This may involve configuring APIs or other connectors specific to the platform.
What steps do you take to keep data quality intact during the migration?
We perform thorough data audits and cleanup before transferring your information to Iterable. This includes deduplication, data validation, and structuring to ensure optimal performance on the new platform.
Which ESPs do you typically migrate from?
We have experience migrating clients from Salesforce Marketing Cloud, Braze, Iterable, Marketo, Listrak, and many other platforms.
How much downtime should I expect during the migration?
Our goal is to minimize downtime as much as possible. We work carefully to give you a smooth transition with little to no disruption to your email campaigns.
What if something goes wrong after launch?
Post-launch support is included in our process. We monitor performance and address any potential issues to make sure your migration is a success. Additionally, we offer monthly retainer packages to continue to work together after the migration.
Do you provide training for my team on Iterable?
Yes, we can train your team to confidently navigate the new platform and take full advantage of Iterable’s capabilities.
Can you help us optimize our setup after the migration?
Yes—once you're live on Iterable, we can audit your segmentation, automations, and messaging strategy to help you get more value from the platform. Many clients continue working with us post-migration to fine-tune and scale their lifecycle marketing.