How Do I Switch From iContact or Mailchimp to SoCast Email?

How Do I Switch From iContact or Mailchimp to SoCast Email?

If you're currently sending newsletters through iContact or Mailchimp, you can move to SoCast Email without losing your subscriber list or starting from scratch.

What migrates automatically

  • Subscribers — your existing list transfers into SoCast Email, along with their group/list assignments.
  • Templates (in most cases) — your existing email designs can be brought over as a starting point; a team member reviews the result before you use it for a live send, since automated conversion is a starting point, not a finished product.

What you need to provide

Because deliverability (making sure your emails land in the inbox, not spam) depends on a list having a real, recent sending history, your Account Manager will ask for evidence that your list has been actively emailed within the last 30 days — for example, a recent campaign report from your current provider. This isn't a SoCast-specific hurdle; it's standard practice across the email industry, and it protects your own sender reputation as much as anyone else's.

If your list hasn't been emailed recently, your Account Manager will recommend starting with a fresh signup campaign instead — see How Do I Get More Email Subscribers?.

What the switch looks like, day to day

  1. Your Account Manager runs the migration — nothing to do on your end for the technical transfer.
  2. You'll get a test email from your new setup to review before anything goes to your real list.
  3. Your first send on SoCast Email may go to a smaller portion of your list first, to confirm everything looks right before reaching everyone.
  4. Once confirmed, you're fully on SoCast Email — no more logging into a separate platform. You'll find campaigns, subscribers, templates, and reports under Promotions → Email in your dashboard.

Nothing changes for your subscribers

Your subscribers won't need to do anything or notice a change — they'll keep receiving your newsletter as before, just sent through SoCast Email behind the scenes.

Questions specific to your current provider

For account-specific questions about iContact or Mailchimp while you're still using them (login access, list exports, etc.), contact iContact or Mailchimp support directly, or ask your Account Manager for guidance.