Simon AI implementation
Turn your data into action in Simon AI. Scalero makes the platform easy.
Migrating to Simon AI is more than switching ESPs—it’s about getting your data and messaging in sync. At Scalero, we help teams integrate clean data, structure models, and set up advanced campaigns that actually use it. From ESP implementation to SQL, segmentation, and Jinja logic, we handle the complexity so you can move fast and drive results.
Proven process, better outcomes
Why migrate to Simon AI with Scalero?
We’ve helped dozens of teams migrate to Simon AI—cleaning up pipelines, structuring models, and getting marketers hands-on with better data, faster.
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.
Jinja
Dynamic content
Personalized content
We use Jinja to build dynamic templates that feel human and scale effortlessly across your audience.
How it works
Assessment & planning
We’ll analyze your current ESP and goals, then create a clear roadmap using tools like Notion, tailored to Simon AI’s powerful features like segmentation and predictive analytics.
Data migration (optional)
We’ll securely transfer your subscriber data and event history into Simon AI or guide you if you prefer to handle it in-house, ensuring everything is clean and ready to use.
Template & automation setup
We’ll refresh your email templates and workflows to fully utilize Simon AI advanced personalization, dynamic triggers, and automation tools.
Testing & optimization
Every email and workflow is tested with tools like Email on Acid to verify flawless design, deliverability, and functionality.
Launch & ongoing support
We’ll oversee a smooth launch and provide ongoing support to help you make the most of Simon AI’s capabilities post-migration.
Case study
"Scalero has had a tremendous impact in getting our lifecycle and email program where it is today. From day one they have been amazing to work with - highly skilled, deeply knowledgable, and incredibly hardworking. Not only do I view them as a trusted partner, but also as an extension of our TpT team and family."
Brittany Morrow
Email Marketing Manager
110% increase in email traffic after Simon Data migration with Scalero’s help—Teachers Pay Teachers’ story
The challenge
Teachers Pay Teachers needed to find a new ESP with reliable email marketing capabilities. To better support their global audience of educators, improve email personalization, and launch campaigns for new products, they made the switch from Bronto to Simon AI (formerly Simon Data).
The solution
Scalero managed the migration from start to finish, helping Teachers Pay Teachers harness Simon AI’s Simon AI (formerly Simon Data) advanced personalization and targeting features, and provided ongoing support with custom email designs, coding, and data engineering to optimize their lifecycle marketing.
The result
Teachers Pay Teachers saw a huge 110% year-over-year increase in email traffic. Their emails are now more personalized, their campaigns hit the mark, and they’ve strengthened their connection with millions of teachers.
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, Iterable, Marketo, Listrak, Klaviyo, or another ESP?
Your future setup
What integrations or tools will Simon AI 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 Simon AI?
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?
It depends on a few factors, like how many subscribers you have, the complexity of your workflows and templates, the quality of your data, and any integrations with other platforms. We’ll share a detailed timeline after the initial assessment.
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 Simon AI’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 confirm all third-party tools (e.g., CRMs, analytics platforms) are properly integrated into Simon AI. 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 Simon AI. This includes deduplication, data validation, and structuring to provide 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 Simon AI?
Yes, we can train your team to confidently navigate the new platform and take full advantage of Simon AI’s capabilities.
Can you help us build out data models or segmentation in Simon Data?
Yes. Our team can help you structure data models, build segments, and apply Jinja logic to power advanced personalization in Simon AI. Whether you're starting from scratch or refining what you already have, we’ll make sure your data is ready to drive results.