Switching marketing platforms can feel like moving houses—stressful, messy, and full of potential for things to break. Whether you’re outgrowing your current system or frustrated with clunky workflows and poor support, the idea of switching providers often sparks anxiety: Will we lose contacts? What about our automations? How long will we be down?
That’s why DailyStory onboarding is built differently.
We don’t just help you start using our platform—we actively guide your team through the transition, ensuring a seamless experience from your very first conversation to your first campaign launch.
Here’s how we turn onboarding from a dreaded task into a strategic advantage.
Why switching platforms feels so hard (and why it shouldn’t be)
Even when businesses know it’s time to move on from their current marketing solution, hesitation is common. And it’s understandable—many platforms make switching unnecessarily painful.
Here are the top concerns we hear from companies thinking about switching:
“We don’t have time to move everything over.”
Teams are often stretched thin already, and the idea of duplicating assets, learning new tools, or retraining staff can feel overwhelming.
“We’re afraid of breaking something.”
From automations to integrations, the risk of things going offline during a migration feels high—and many providers offer little help or oversight.
“We don’t want to lose momentum.”
Gaps in communication or marketing interruptions during a platform switch can affect revenue, engagement, and brand trust.
These are real fears. But they don’t have to be your reality.
The DailyStory difference: We handle the heavy lifting
At DailyStory, we believe switching should never cost you momentum. Our onboarding process is designed to eliminate risk and stress while giving you full confidence in the new platform.
Here’s what you can expect when you transition to DailyStory:
A dedicated customer care team from Day 1
Forget chatbots or generic help docs. From your first conversation, you’ll be paired with a dedicated DailyStory onboarding specialist who understands your goals, industry, and tech stack.
This expert becomes your guide, working closely with your team to:
- Audit your current marketing platform and workflows
- Develop a customized migration plan and timeline
- Serve as a single point of contact throughout your onboarding
Your specialist is supported by our customer success team, who are available for ongoing training, Q&A, and support even after your initial transition.
Seamless transfer of contacts, assets, and automations
We know your data is the heart of your marketing. That’s why our team helps you migrate contacts, lists, segmentation rules, automations, campaigns, images, templates, and more with precision.
Our onboarding process includes:
- Secure import of all contact data, including tags, attributes, and custom fields
- Recreation of your email/SMS templates and workflows inside DailyStory
- Setup of dynamic segments, nurture flows, and campaign triggers
- Audit and recreation of any landing pages or form capture elements
We handle the grunt work, so you don’t have to rebuild everything from scratch.
Hands-on platform training for your whole team
Adopting new tools can be frustrating—especially if your team is used to different interfaces or processes. That’s why we include personalized team training as part of every onboarding.
We offer:
- 1-on-1 walkthroughs of the DailyStory platform
- Role-specific training for marketers, salespeople, and admins
- Live sessions (not just videos) with real-time Q&A
- Resource libraries for ongoing reference
Our goal is to ensure your team feels confident, empowered, and efficient using DailyStory from Day 1.
Full integration setup—at no additional cost
Already use tools like Salesforce, Shopify, or a custom CRM? No problem.
With DailyStory, integration setup is always free—no development hours required on your end. Our team helps configure, test, and troubleshoot all integrations during onboarding, so your data flows properly between systems from the start.
Whether it’s syncing contacts, pushing campaign data to a CRM, or triggering automations based on external behavior, we make it simple.
Pre-launch testing and quality assurance across every channel
Before anything goes live, your onboarding specialist walks you through a comprehensive testing checklist to confirm everything works as expected.
This includes:
- Reviewing contact imports and segments
- Testing email and SMS delivery (including opt-in/opt-out flows)
- Verifying tracking pixels, forms, and automation triggers
- Checking integrations and API calls
We don’t launch until you’re confident everything is working smoothly. And we’re right there with you on launch day, too.
Continued support post-launch
DailyStory onboarding doesn’t end when your campaigns go live. Our customer care team continues to support you through your first full marketing cycle and beyond.
You’ll have access to:
- Live chat and email support
- Strategy sessions for optimizing future campaigns
- Help documents and webinars tailored to your use case
- Ongoing performance reviews and check-ins if desired
Our success is tied to yours—so we don’t disappear after onboarding. We’re with you long-term.
Bonus: We help you clean up what you don’t need
Migrating to a new platform is the perfect time to declutter. As part of onboarding, we’ll help you:
- Identify and remove inactive contacts
- Archive outdated templates
- Consolidate duplicate segments and workflows
- Review automation logic to streamline and simplify
It’s not just about transferring everything—it’s about improving your marketing foundation as you grow.
Is it time to switch?
If your current platform is slow, outdated, overly complicated—or if you just aren’t getting the support you need—don’t let fear hold you back.
With DailyStory onboarding, switching isn’t a headache. It’s an upgrade.
We make it easy to move your marketing operations without the downtime, data loss, or stress you’ve come to expect. Best of all? You’ll finally be on a platform that grows with you.
