Simon Data implementation

Turn your data into action in Simon Data. Scalero makes the platform easy

Migrating to Simon Data 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.

Platform migration starts here

We can provide quotes and timelines.

Proven process, better outcomes

Why migrate to Simon Data with Scalero?

We’ve helped dozens of teams migrate to Simon Data—cleaning up pipelines, structuring models, and getting marketers hands-on with better data, faster.

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 Data’s powerful features like segmentation and predictive analytics.

Data migration (optional)

We’ll securely transfer your subscriber data and event history into Simon Data 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 Data’s 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 Data’s capabilities post-migration.

Case study

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 Data.

The solution

Scalero managed the migration from start to finish, helping Teachers Pay Teachers harness Simon Data’s 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:

Real brands.
Real migrations.
Real brands. Real migrations.
Real brands. Real migrations.

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 Data 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 Data?

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.

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 Data 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 Data?

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.

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 Data 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 Data?

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.

1T+

Campaigns launched

100+

Satisfied Clients

60

Average number of days it takes us to complete a migration.

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.

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.

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.

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.

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 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 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.

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.

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 Data’s tools without any hiccups. This includes optimizing designs and testing for accuracy.

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 Data’s tools without any hiccups. This includes optimizing designs and testing for accuracy.

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 Data’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 Data. This may involve configuring APIs or other connectors specific to the platform.

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 Data. This may involve configuring APIs or other connectors specific to the platform.

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 Data. 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 Data. This includes deduplication, data validation, and structuring to provide optimal performance on the new 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 Data. This includes deduplication, data validation, and structuring to provide optimal performance on the new 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 Data. 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.

Which ESPs do you typically migrate from?

We have experience migrating clients from Salesforce Marketing Cloud, Braze, Iterable, Marketo, Listrak, and many other platforms.

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.

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.

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.

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.

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 Data?

Yes, we can train your team to confidently navigate the new platform and take full advantage of Simon Data’s capabilities.

Do you provide training for my team on Simon Data?

Yes, we can train your team to confidently navigate the new platform and take full advantage of Simon Data’s capabilities.

Do you provide training for my team on Simon Data?

Yes, we can train your team to confidently navigate the new platform and take full advantage of Simon Data’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. Whether you're starting from scratch or refining what you already have, we’ll make sure your data is ready to drive results.

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. Whether you're starting from scratch or refining what you already have, we’ll make sure your data is ready to drive results.

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. Whether you're starting from scratch or refining what you already have, we’ll make sure your data is ready to drive results.

Ready to Migrate?

We’ll be happy to answer your questions about the migration process. Let’s make it simple and successful.

Or send an email to hello@scalero.io to let us know what you need.

Ready to Migrate?

We’ll be happy to answer your questions about the migration process. Let’s make it simple and successful.

Or send an email to hello@scalero.io to let us know what you need.

Ready to Migrate?

We’ll be happy to answer your questions about the migration process. Let’s make it simple and successful.

Or send an email to hello@scalero.io to let us know what you need.