Switch from Active Campaign

Exporting and importing your subscribers

1. Identify which tags and lists you want to bring over

In ActiveCampaign go to Contacts and sort by tags or by lists. Make a list of each one you want to export. We encourage you to simplify as much as possible and only bring over the tags and lists you are currently using or sending to.

2. Export each tag or list individually

Go to Contacts > Filter by Tag > Export to complete the process. 

You'll do the same for lists. See image below.

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).

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Screen Shot 2015-08-24 at 10.37.08 PM

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.

Screen Shot 2015-08-24 at 10.39.08 PM

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 Active Campaign, you'll need to set up those fields in ConvertKit before import. Here's how!

  1. If you don't have any subscribers yet, add yourself by clicking the + button and entering your information. 
  2. Now click on your subscription profile.
  3. Click on "+ Add a new field" link below the default field.
  4. Name and add as many fields as needed!

5. Repeat the process for each tag or list in ActiveCampaign

Once you go through it the first time, it's pretty fast to do again. Just select a tag or list, 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 ActiveCampaign). 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 ActiveCampaign, your automatic emails were called "campaigns". 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.

Formatting

When you paste the email in to ConvertKit, you may see some boxes around the content. This is a result of ActiveCampaign'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!

Sequence timing

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!

Updating images

This is a big one. If you just straight copy-paste your images into ConvertKit, they're actually still pointing to ActiveCampaign. 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). 

If you have any questions, just contact help@convertkit.com!

Comparison of terms between ConvertKit and Infusionsoft

Definition (what you expect to happen)  ConvertKit term ActiveCampaign term
Send my weekly newsletter to subscribers  Broadcast Campaign (solo)
Send a series of follow up emails   Sequence Campaign (sequence)
Trigger actions based on subscriber behavior Automations Automations
Organize your subscribers for communications Tag or form Tag or list
A saved search of tags, forms, or lists Segment Not a thing 😑
   

If you have any questions, just contact support.

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