Switch from Infusionsoft
Exporting and importing your subscribers
1. Identify which tags you want to bring over
In Infusionsoft go to Contacts > Settings > Tags to see a list of all your tags. Then click "Show Number" to reveal the number of people in each. Make a list of each tag you want to export.
2. Export each tag individually
Then go to Contacts > View Contacts to start a search. Select just one tag and then click Search.
On the next screen go to Actions > Export.
3. Create a tag in ConvertKit
Inside ConvertKit go to Subscribers, then click "+ Create a tag" in the sidebar. Give your tag a name (it can match the Infusionsoft tag you just exported).
4. Import your CSV
Once your tag is saved click "Import Subscribers" in the sidebar. From there select your CSV you exported from Infusionsoft (click and browse or drag and drop it into the box).
Then select your newly created tag to import into.
Click Import Subscribers and wait. You'll receive an email once the import has finished. But it will usually start within about a minute, so if you refresh the page you'll see the subscriber count on your tag start to increase.
4a. Import custom fields
By default, ConvertKit only imports First Name and Email address. If you want to import additional fields from Infusionsoft, you'll need to set up those fields in ConvertKit before import. Here's how!
- If you don't have any subscribers yet, add yourself by clicking the + button and entering your information.
- Now click on your subscription profile.
- Click on "+ Add a new field" link below the default field.
- Name and add as many fields as needed!
5. Repeat the process for each tag in Infusionsoft
Once you go through it the first time, it's pretty fast to do again. Just select a tag, export, create the tag in ConvertKit, and hit import.
Also don't worry about importing the same subscriber multiple times (if they were in multiple tags in Infusionsoft). ConvertKit will just apply both (or all) of the tags to that subscriber and won't create any duplicates.
Importing Automated Emails to ConvertKit Sequences
In Infusionsoft, your automatic emails were called "automations". In ConvertKit, we call them "sequences". Switching those to ConvertKit is simply a matter of copying and pasting the content from one to the other. It can be laborious, but it's straightforward.
When you paste the email in to ConvertKit, you may see some boxes around the content. This is a result of Infusionsoft's formatting differences. Since emails deliver and convert better when they look like emails, you may need to paste the content in section by section. But if it looks clean, it probably is!
You'll set the email timing to "days since last email". You can even change days to hours for the initial messages or to automate that big launch!
This is a big one. If you just straight copy-paste your images into ConvertKit, they're actually still pointing to Infusionsoft. What you want to do instead is download the image to your computer, and then re-upload it directly to ConvertKit. Images in ConvertKit emails look best when they are no wider than 600 pixels (standard email width).
In Infusionsoft, if you have an automation set up for a link, the entire link structure changes. Our click triggers are very similar. What you'll need to do is find the root link, e.g. http://convertkit.com and not http://odb416.Infusionsoft.com/awhalenaw/1337, and paste that to ConvertKit wherever needed.
If you have any questions, just contact email@example.com!
Comparison of terms between ConvertKit and Infusionsoft
|Definition (what you expect to happen)||ConvertKit term||Infusionsoft term|
|Send my weekly newsletter to subscribers||Broadcast||Broadcast|
|Send a series of follow up emails||Sequence||Campaign|
|Trigger actions based on subscriber behavior||Automations||Automation|
|Organize your subscribers for communications||Tag or form||Tag|
|A saved search of tags and or forms||Segment|| Saved search
If you have any questions, just contact support.