ActiveCampaign Migration

This is a comprehensive guide to migrating key components from ActiveCampaign to the platform. The goal is to ensure a smooth transition, minimize data loss, and maintain the integrity of your marketing and sales processes.

IMPORTANT: Make sure you migrate all the following components when switching from ActiveCampaign to the platform.

1. Contacts
2. Deals (Opportunities)
3. Email Templates
4. Landing Pages
5. Forms
6. Automations

Migrate Contacts

Contacts are the core of your marketing and CRM efforts. Migrating contacts involves exporting data from ActiveCampaign and importing it into the platform. This process includes ensuring data format compatibility, mapping fields correctly, and handling any potential errors.

Step 1: Export Contacts from ActiveCampaign

1. Access Contacts: Log in to ActiveCampaign and navigate to the Contacts section.
2. Initiate Export: Click the Export button located at the top right of the Contacts page.
3. Select Fields: Choose fields like Email, First Name, Last Name, Phone Number, and Tags.
4. Name the Export: Avoid special characters in the file name.
5. Download Export: Download the CSV file after export.

Step 2: Prepare CSV for the platform Import

1. Check Date Formats: Ensure date fields are in YYYY-MM-DD format for compatibility.
2. Encode Special Characters: Use UTF-8 encoding to handle special characters.
3. Clean Up Data: Remove line breaks, emojis, and unnecessary special characters.
4. Verify Email Addresses: Ensure every contact has a valid email.

Step 3: Import Contacts into the platform

1. Log in: Go to the Contacts section.
2. Start Import Process: Click Import Contacts.
3. Upload CSV File: Upload the CSV file.
4. Map Fields: Map the fields from the CSV to corresponding fields in the platform.
5. Assign Tags and Lists: Apply tags such as "Imported from ActiveCampaign."
6. Complete Import: Click Import to add contacts to your account.

Step 4: Review Imported Data

Check that all contacts and fields have been imported correctly into the platform.

Migrate Deals (Opportunities)

Deals represent potential sales or transactions. Migrating deals involves exporting deal data from ActiveCampaign and importing it into the platform.

Step 1: Export Deals from ActiveCampaign

1. Access Deals: Navigate to the Deals section.
2. Filter Deals: Filter by status, pipeline, or other criteria.
3. Initiate Export: Click Export from the gear icon menu.
4. Download CSV: Download the deal data CSV file.

Step 2: Prepare CSV for the platform Import

1. Review Required Fields: Ensure each deal has a corresponding contact in the platform.
2. Data Consistency: Confirm that fields like Pipeline and Stage are consistent with the platform's structure.

Step 3: Import Deals into the platform

1. Navigate to Opportunities: Go to Opportunities in the platform.
2. Start Import Process: Click Import Opportunities.
3. Upload CSV File: Upload the CSV file.
4. Map Fields: Map fields like "Deal Title" to "Opportunity Title."
5. Pipeline and Stage: Assign each deal to the correct pipeline and stage.
6. Complete Import: Click Import to add deals to the pipeline.

Step 4: Post-Import Check

Review the opportunities in the platform to ensure accurate import.

Migrate Email Templates

Email templates can be transferred using a share link.

Step 1: Share Email Template from ActiveCampaign

1. Access Templates: Go to Campaigns > Campaign Templates in ActiveCampaign.
2. Locate Template: Find the desired template.
3. Generate Share Link: Click the gear icon, select Share, and copy the link.

Step 2: Import Email Template into the platform

1. Navigate to Email Templates: Go to Marketing > Emails > Email Templates in the platform.
2. Start Import Process: Click Create New Template and select Import Template.
3. Paste Share Link: Paste the ActiveCampaign template link.
4. Name the Template: Give it a name and click Create Template.

Step 3: Post-Import Check

Review and customize the template in the platform.

Recreate Landing Pages

Landing pages must be manually recreated in the platform using its page builder.

Step 1: Document Landing Page Details

1. Export Content: Review and note the structure, content, and tracking codes of the ActiveCampaign landing page.
2. Take Screenshots: Capture screenshots for reference.

Step 2: Rebuild Landing Page in the platform

1. Navigate to Page Builder: Go to Sites > Funnels/Websites.
2. Create New Page: Choose a template or start with a blank page.
3. Recreate Structure: Use the platform's drag-and-drop builder to recreate the landing page.
4. Add Tracking Codes: Input tracking codes in Settings > Tracking Codes.
5. Customize and Publish: Adjust the layout and publish the page.

Step 3: Post-Publish Check

Verify links, forms, and tracking codes.

Migrate Forms

Forms need to be recreated using the platform's form builder.

Step 1: Document Form Details

1. Review Form Fields: Note down form fields, actions, and integrations in ActiveCampaign.
2. Capture Form Settings: Document specific settings like form visibility or conditional logic.

Step 2: Recreate Forms in the platform

1. Navigate to Form Builder: Go to Sites > Forms in the platform.
2. Create New Form: Add fields matching the ActiveCampaign form.
3. Configure Actions: Set up actions like adding contacts to lists or triggering workflows.
4. Embed Form: Copy the embed code to use on landing pages or websites.

Step 3: Post-Implementation Check

1. Test Form Submission: Test the form to ensure actions work properly.
2. Verify Data Capture: Ensure data is captured correctly, including custom fields or tags.

Recreate Automations

Automations from ActiveCampaign need to be manually recreated in the platform using the Workflows feature.

Step 1: Document ActiveCampaign Automations

1. Export Automation Details: Export or manually document triggers, actions, and conditions from ActiveCampaign.
2. Identify Key Elements: Focus on entry triggers, actions, and conditional logic.

Step 2: Recreate Automations in the platform

1. Access Workflows: Go to Automation > Workflows in the platform.
2. Create New Workflow: Set the entry trigger that matches the one from ActiveCampaign.
3. Add Actions and Conditions: Recreate the sequence of actions, including emails, tag applications, and pipeline movements.
4. Use Conditional Logic: Implement if/else branches as necessary.
5. Configure Timing: Ensure accurate timing for delays.

Step 3: Test and Validate

1. Run Test Contacts: Test the automation with a segment of contacts.
2. Check Workflow Reports: Review reports to confirm automation is functioning properly.
3. Adjust as Necessary: Make any necessary adjustments and retest.

Additional Migration Considerations

Training and Documentation

1. Internal Training: Train your team on how to use the platform effectively.
2. Create Internal SOPs: Document changes to internal processes.

Data Integrity

1. Double-Check Data: Verify that all data has been transferred accurately.
2. Backup Data: Ensure you have backups before archiving or deleting data.

Customer Communication

1. Notify Contacts: Inform customers of changes if the migration affects customer-facing processes.

Ongoing Monitoring

1. Monitor Performance: Regularly check workflows, campaigns, and other processes to ensure they are working correctly.
2. Optimize: Use the platform's reporting tools to identify areas for improvement post-migration.