Switch from Drip
Switching from Drip to ConvertKit
There are several steps needed in order to bring your subscribers from Drip to ConvertKit. This guide will get you there!
Table of Contents
- Comparison of Terms
- Features you may miss from Drip
- Exporting your subscribers from Drip
- Importing custom fields
- Importing Drip campaigns into ConvertKit sequences
Comparison of terms between ConvertKit and Drip
ConvertKit and Drip use similar terms to describe nearly everything. There are only two major differences:
- A visual representation of the path a subscriber takes through an automation is called a workflow in Drip and an automation in ConvertKit.
- A series of emails timed to when a subscriber joins your list is called a campaign in Drip and a sequence in ConvertKit.
Otherwise you'll see very familiar terms such as broadcast, tag, and segment.
Features you may miss from Drip
By making the switch to ConvertKit you'll enjoy solid deliverability, great customer support, beautiful automations, and a product designed for creators like you. But we want to set expectations properly: ConvertKit and Drip are different products and you should not expect that just because something is available in Drip it will also be available in ConvertKit.
Here are a few features you may miss from Drip:
- Custom Events - In Drip events are focused on helping developers track and store any data inside Drip. It's a powerful feature that can be especially great for software products and other similar clients. ConvertKit uses tags and custom fields to track information about subscribers, we don't use events.
Instead we recommend using RightMessage to get even more powerful personalization functionality without having to know any code.
- Lead Scoring - Inside ConvertKit you can filter out cold subscribers (those who haven't opened or clicked anything in at least 90 days), but we don't have a full lead scoring system. Most creators don't need this and instead use tags to track which subscribers are most interested in products.
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Meet Jason, resident expert in complete migrations from Drip to ConvertKit. If you are feeling overwhelmed, or would rather spend your time creating, give him the reigns. He'll get it done with flying colors!
Exporting your subscribers from Drip
1. Identify which tags and lists you want to bring over
In Drip go to Subscribers 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 Subscribers > List > Filter > Export to complete the process.
Use the subscriber filter to select which group of subscribers you want to export. If you have multiple tags in your Drip account, you will have to export each tag group individually to upload into Convertkit.
ConvertKit tip: tags and segments are similar but different, here's how!
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 MailChimp list you just exported).
4. Import your CSV
Once your tag is saved click "Add Subscribers" in the sidebar. From there, click "Import a CSV"
In the Import Subscribers box, select the tags you'd like to import to. Then select the file you exported from MailChimp (click and browse or drag and drop it into the box).
Click Import Subscribers and wait. You'll receive an email once the import has finished, but it will usually start within about a minute. If you refresh the page you'll see the subscriber count on your tag start to increase.
Import custom fields
By default, ConvertKit only imports First Name and Email Address. If you want to import additional fields from Drip, 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 or list in Drip
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 Drip). ConvertKit will just apply both (or all) of the tags to that subscriber and won't create any duplicates.
Importing automated Drip campaigns into ConvertKit Sequences
In Drip, 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. There are a few steps required in order to get your Drip campaigns transferred over to sequences in your new account.
Converting Drip Workflows to ConvertKit's Visual Automations
To gain the best understanding of how visual automations work, we suggest reading this article. Essentially ConvertKit automations will do everything that Drip's will do, with a few exceptions. Just re-map the different nodes of the workflow over to ConvertKit and you'll be set! Feel stuck? Chat live in your account.
When you paste the email in to ConvertKit, you may see some boxes around the content. This is a result of Drip'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 Drip. 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).
Questions? We're here for it.