Migration Guide: Moving from Another Video Tool to MyVideo.Email

This guide helps teams transition with minimal disruption.

Step 1: Define Migration Scope #

• Who is migrating (team/users)
• Which templates/scripts to keep
• Which workflows must be live on Day 1

Step 2: Set Up Core Infrastructure #

1. Create/verify user accounts and roles.
2. Connect integrations (Google/Microsoft/Keap).
3. Install and test Chrome extension.
4. Confirm camera/mic permissions.

Step 3: Rebuild Essentials #

• Recreate top templates in My Emails
• Record new videos or upload old videos in My Videos
• Set naming conventions for consistency

Step 4: Pilot Rollout #

• Select 1–3 users for pilot
• Run internal test sends
• Validate tracking, replies, and workflow fit

Step 5: Full Rollout #

• Migrate remaining users
• Train on new SOPs
• Monitor first-week KPIs (sends, views, replies)

Step 6: Decommission Old Workflow #

• Freeze old templates/tools
• Update internal docs/playbooks
• Set cutover date and communicate to team

Migration Success Metrics #

• Time to first send per user
• % users active in week 1
• Reply rate vs prior tool baseline
• Reduction in support issues after week 2