How to Migrate from Version 2 to Version 3

If you have MailPoet version 3.94.0 or older

Upgrading to MailPoet 3 ( download on the repository) is very easy. The migration tool is only available the first time you install MailPoet 3.

With our handy migration tool, you can quickly copy over your subscribers, settings, and forms to MailPoet 3. You’ll need to recreate your email designs, but there’s no learning curve here. Just a friendly and familiar interface you know—only better.

Please note when you install the MailPoet 3 plugin, a separate plugin will be installed, so your existing MailPoet 2 plugin will continue to work. It means that both plugins can live side by side.

A migration tool will propose to migrate the following the first time you install version 3:

1. Subscribers
2. Lists
3. Forms
4. Settings

The following will not be transferred:

1. Templates
2. Post notifications
3. Welcome emails
4. Draft newsletters
5. Archive of sent newsletters
6. Stats

View a list of things to check after you have migrated.

Want to run the migration step again?

No problem. Go to  Settings > Advanced tab and click the "Reinstall from scratch" button.

Checklist After Migrating to MailPoet 3

The entire process of migrating should take about one hour in total in most cases. 

Here's what you need to check once the migration script has successfully run:

1. Update your forms

Update your forms in your theme, widgets, sidebars, and shortcodes. Otherwise, your subscribers might join a list on MailPoet version 2 and they won't be automatically synced with your MailPoet 3 lists.

2. Templates and Emails

You will need to recreate your templates because we use an entirely new template system and newsletter editor in MailPoet 3. You'll also need to recreate your Post Notifications and Welcome Emails if necessary.

Also, check your Signup Confirmation email content.

3. Archive Page

Update your Archive page if you use that: the shortcode  [wysija_archive] should be replaced by [mailpoet_archive]. Your new archive will be empty because we don't migrate the archive. You can leave the old shortcode if you still want to display the newsletters sent with MailPoet 2 as long as you keep the old plugin installed and active;

4. Review your subscriber's list

After migrating all your subscribers from MailPoet 2 to MailPoet 3, we strongly recommend running the imported list through a cleaning service if you're planning on sending with MailPoet Sending Service for the first time.

5. Premium license migration

The MailPoet 2 licenses will be automatically migrated to our new MailPoet 3 system. You can find your new Premium key on our new account manager.

6. SPF and DKIM

You will need to remove DKIM signature from your DNS. The plugin doesn't sign emails with DKIM anymore. Note that the MailPoet Sending Service does sign DKIM without the need for you to. Read more here.

If you are sending with the MailPoet Sending Service, you don't need to sign with SPF.