ConvertKit to Software (Migration Guide)

Modified on Mon, 13 Oct at 5:41 AM

Migrate Visual Automations

ConvertKit uses Visual Automations to create email funnels and automated workflows. In the software, these are managed through the Workflows feature, which offers similar, if not more advanced, automation capabilities.

Step 1: Document Visual Automations

List Automations: In your previous system, document each visual automation, including the entry points (triggers), actions, events, and conditions.
Capture Automation Flow: Take screenshots or notes on the specific flow of each automation to ensure accuracy when recreating it in the software.

Step 2: Recreate Automations in the software

Access Workflows: Go to Automation > Workflows in the software.
Create New Workflow: Click Create New Workflow and start setting up the workflow to replicate the automation from your previous system.
Set Entry Points (Triggers): Use the software’s trigger options to match the entry points from your previous system (e.g., form submission, tag added, purchase made).
Add Actions and Conditions: Recreate the actions and conditions (e.g., send email, wait steps, if/else branches) to mirror the original automation flow.
Test the Workflow: Once built, test the workflow in the software to ensure all triggers, actions, and conditions work as expected.

Step 3: Post-Migration Check

Run a Test: Set up a test contact to run through the workflow and verify that all steps function correctly, including email sends, tagging, and conditional branches.

Migrate Subscribers (Contacts)

Subscribers in ConvertKit are equivalent to contacts in the software. Migrating subscribers involves exporting them from ConvertKit and importing them into the software, including their tags and segmentation.

Step 1: Export Subscribers from ConvertKit

Navigate to Subscribers: In ConvertKit, go to Subscribers > Grow.
Select All Subscribers: Click the checkbox at the top to select all subscribers. If you have more than 30 subscribers, make sure to confirm by clicking the link in the blue bar that appears.
Export Subscribers: Choose Bulk Actions > Export to initiate the export. The file will be emailed to the account owner or can be downloaded directly from ConvertKit.

Step 2: Import Subscribers into the software

Navigate to Contacts: In the software, go to Contacts > Import Contacts.
Upload CSV File: Upload the CSV file you exported from ConvertKit.
Map Fields: Map the fields from the CSV to the appropriate fields in the software (e.g., First Name, Last Name, Email, Tags).
Segment and Tag Contacts: Use the tagging and segmentation information from ConvertKit to recreate similar segments and tags in the software.

Step 3: Post-Migration Check

Verify Import: Review the imported contacts in the software to ensure that all data has been correctly mapped and segmented.

Migrate Forms

Forms in ConvertKit are used for lead capture and subscriber management. The software’s form builder allows you to recreate these forms with additional integration into your CRM and automation workflows.

Step 1: Document Form Details

List Forms: In your previous system, document the forms you have created, including their fields, design, and settings such as redirect URLs, incentive emails, and reCAPTCHA.
Capture Custom Fields: Note any custom fields used in the forms for data collection.

Step 2: Recreate Forms in the software

Access Form Builder: Navigate to Sites > Forms in the software.
Create New Form: Click Create New Form and start by adding the fields used in your previous system forms.
Customize Design: Adjust the design elements such as background colors, fonts, and button styles to match the original forms.
Set Form Actions: Configure form actions like redirecting after submission, sending a confirmation email, and applying tags.
Integrate with Workflows: If the form triggers a workflow, ensure it is integrated with the corresponding workflow in the software.

Step 3: Post-Migration Check

Test Form Submissions: Submit a test entry through each form to verify that the data is correctly captured and triggers the appropriate workflows.

Migrate Landing Pages

ConvertKit’s landing pages are standalone pages used for lead generation. The software allows you to recreate these landing pages with enhanced integration into your overall marketing strategy.

Step 1: Document Landing Page Details

List Landing Pages: In your previous system, document each landing page, including the template used, content, custom images, and any integration with forms or automations.
Capture Custom Domain Settings: Note if any landing pages use a custom domain or subdomain.

Step 2: Recreate Landing Pages in the software

Access Landing Page Builder: Go to Sites > Funnels/Websites in the software and choose Create New Landing Page.
Select Template: Choose a template that matches the layout and style of your previous landing page.
Rebuild Content: Recreate the content, images, and design elements on the software landing page.
Set Up Forms: Embed the forms created in the software into the landing page and ensure they are correctly linked to workflows and contact lists.
Configure Domain Settings: If you used a custom domain previously, configure the same domain or subdomain in the software.

Step 3: Post-Migration Check

Preview and Test: Preview the landing page and run a test to ensure that all elements work as expected, including form submissions and redirects.

Migrate Email Broadcasts

Email broadcasts in your previous system are similar to the software’s email campaigns. You can recreate these broadcasts in the software to continue your email marketing efforts.

Step 1: Document Email Broadcasts

List Broadcasts: Document the email broadcasts you have sent, including the subject lines, email content, and recipient segments.
Capture Email Templates: Save copies of any email templates used in your previous broadcasts.

Step 2: Recreate Email Broadcasts in the software

Access Email Campaigns: Go to Marketing > Email Campaigns in the software.
Create New Campaign: Click Create New Campaign and set up the email broadcast, replicating the content and design from your previous system.
Segment Recipients: Use the imported tags and segments to define the recipient list for the broadcast.
Schedule or Send: Choose whether to send the broadcast immediately or schedule it for a later time.

Step 3: Post-Migration Check

Send Test Email: Send a test email to verify the design and content, ensuring it renders correctly across different email clients.

Migrate Commerce Features

ConvertKit offers tools for managing digital products and subscription payments. The software’s payment integration features allow for similar functionality, integrated with its broader marketing and CRM capabilities.

Step 1: Document Commerce Products

List Products: Document all digital products or subscriptions you have set up in your previous system, including pricing, fulfillment methods, and any associated automations.
Capture Product Details: Record the URLs, custom domains, and settings for each product.

Step 2: Recreate Commerce Products in the software

Access Payments & Order Forms: Navigate to Sites > Order Forms in the software to set up new product pages or order forms.
Set Product Pricing: Recreate the pricing models used previously, including one-time payments, subscriptions, and payment plans.
Configure Fulfillment: Set up digital product delivery or subscription management, ensuring customers receive their products automatically upon purchase.
Integrate with Workflows: Link the product purchase to workflows for follow-up emails, upsells, or customer segmentation.

Step 3: Post-Migration Check

Test Purchase Flow: Perform a test purchase to ensure the payment is processed correctly, and the product is delivered as intended.

Export Data from ConvertKit

Before fully transitioning, it’s essential to export any critical data from your previous system, such as subscriber lists and engagement metrics, for reference or import into the software.

Step 1: Export Subscriber List

Navigate to Export: In your previous system, go to Subscribers > Grow and select Export under the Bulk Actions menu.
Receive Export File: The export file will be sent via email or can be downloaded directly from your previous system account.

Step 2: Review Exported Data

Verify Data Integrity: Open the exported CSV file to ensure all necessary information has been captured accurately, including subscriber details, tags, engagement metrics, and any custom fields. This data can be used to inform your strategy within the software or for backup purposes.

Step 3: Import Data into the software (Optional)

Import Additional Data: If necessary, you can import additional data (beyond subscribers) into the software, such as tags, engagement scores, or custom field data that was exported from your previous system.
Set Up Additional Data Fields: Ensure that any custom fields or unique data types from the previous system are correctly mapped and recreated within the software.

Step 4: Post-Migration Check

Cross-Check Data: After the import, cross-check the data within the software to ensure that all subscriber information and tags have been accurately imported and that there are no discrepancies.

Additional Considerations

Training and Support

Internal Training: Provide training sessions for your team on how to use the software effectively, focusing on features that differ from your previous system. This may include understanding the software’s CRM capabilities, multi-channel marketing options, and automation workflows.
Access Support: Ensure your team knows how to access the software’s support resources and documentation to assist with any issues that may arise during or after the migration.

Ongoing Monitoring

Monitor Performance: Regularly monitor the performance of your email campaigns, automations, and landing pages within the software to ensure they meet your expectations and perform as well or better than in your previous system.
Optimize Settings: Use the software’s reporting and analytics tools to identify areas for improvement, such as email deliverability, automation effectiveness, and lead conversion rates.

Backup and Data Retention

Keep Backups: Retain a backup of your previous system’s data even after the migration is complete. This ensures that you have access to historical data in case of discrepancies or for future reference.
Data Retention Policies: Review your data retention policies in the software to ensure they align with your business needs and compliance requirements.

Frequently Asked Questions

How do I migrate my Visual Automations?
Document each visual automation in your previous system, including entry points (triggers), actions, events, and conditions. Take screenshots or notes on the specific flow. In the software, go to Automation > Workflows, create new workflows that replicate your previous automations, set up matching triggers, add actions and conditions, and test to ensure all steps function correctly.
How do I export subscribers?
In your previous system, go to Subscribers > Grow, click the checkbox at the top to select all subscribers (if you have more than 30 subscribers, confirm by clicking the link in the blue bar), then choose Bulk Actions > Export. The file will be emailed to the account owner or can be downloaded directly.
How do I import subscribers into the software?
In the software, go to Contacts > Import Contacts, upload the CSV file exported from your previous system, map the fields from the CSV to the appropriate fields in the software (e.g., First Name, Last Name, Email, Tags), and use the tagging information to recreate similar segments in the software. After importing, verify that all data has been correctly mapped and segmented.
How do I recreate my forms?
Document your previous system’s forms, including fields, design, settings, and custom fields. In the software, navigate to Sites > Forms, create new forms by adding the same fields, customize the design to match your original forms, configure form actions (redirects, confirmation emails, tags), and integrate with corresponding workflows. Test each form to verify data capture and workflow triggers.
How do I migrate landing pages?
Document each landing page in your previous system, including templates, content, images, and domain settings. In the software, go to Sites > Funnels/Websites, create new landing pages using similar templates, rebuild the content and design elements, embed your software forms, and configure any custom domain settings. Preview and test each landing page to ensure all elements work correctly.
How do I recreate my email broadcasts?
Document your previous system’s email broadcasts, including subject lines, content, and recipient segments. Save copies of any email templates. In the software, go to Marketing > Email Campaigns, create new campaigns replicating the content and design, use imported tags to define recipient lists, and schedule or send. Send test emails to verify proper rendering across email clients.
How do I migrate my digital products and commerce features?
Document all digital products or subscriptions from your previous system, including pricing, fulfillment methods, and associated automations. In the software, navigate to Sites > Order Forms to set up new product pages, recreate pricing models, configure digital product delivery or subscription management, and link product purchases to workflows. Test the purchase flow to ensure correct processing and delivery.
What data should I export before completing the migration?
Export your full subscriber list (Subscribers > Grow > Export under Bulk Actions). Verify the exported CSV includes all necessary information: subscriber details, tags, engagement metrics, and custom fields. This data can inform your strategy in the software and serve as a backup. Consider exporting other relevant data like campaign performance metrics for historical reference.
What post-migration checks should I perform?
Test contacts running through workflows to verify all automation steps function correctly. Review imported contacts to ensure data mapped properly. Submit test entries through forms to verify data capture. Preview landing pages and test functionality. Send test emails to check rendering. Test product purchases to confirm correct processing and delivery. Cross-check all data in the software against your previous exports.
What ongoing considerations should I keep in mind after migrating?
Provide training for your team on the software’s features, especially those different from your previous system. Ensure your team knows how to access the software’s support resources. Regularly monitor the performance of emails, automations, and landing pages. Use the software’s reporting tools to identify improvement areas. Retain backups of your previous system’s data for historical reference. Review data retention policies in the software for business needs and compliance.