It's time to move to the platform made by creators for creators.
Switching from FloDesk to ConvertKit? You’ve made a great choice.
Here’s how to migrate your FloDesk setup to ConvertKit so you can start using our powerful features for creators as soon as possible:
Keep this guide handy—you’ll find it a useful checklist as we dive into the details of doing a thorough FloDesk migration!
Familiarize yourself with ConvertKit’s terminology
We refer to some things differently from FloDesk. Here’s a quick overview of the similarities and differences in our terminology:
Feature | FloDesk | ConvertKit |
A person who joins your email list | Subscriber | Subscriber |
Your collection of email addresses | List | List |
Subscriber capture | Form / Full Page Form (for landing pages) | Form / Landing Page |
The format of your emails | Template | Email Template NOTE: When Flodesk uses the term “template," it’s referring to the entire look of the email (including email contents that may change from email to email). In ConvertKit, however, the term “template” refers to only the email structure and contents that stay the same in every email. |
One-off email | Broadcast | |
An automated email (or series of emails) | Sequence | |
Automated triggers based on subscriber actions | Workflow | Visual Automation |
Group subscribers with shared characteristics (interests, behavior, etc) | Tag / Segment | Tag |
Group subscribers who match certain conditions | Segment | Segment |
Take the time to get the hang of our terminology. You’ll be using it a lot after you’ve switched to our platform!
Import your FloDesk subscribers into ConvertKit
To bring over your subscribers, first export them from FloDesk as a CSV file first. Here’s how to export the CSV file.
You’ll want to delete all of the columns from this CSV except for these ones:
List Name
Email
First Name
Tags
Your CSV file should look something like this:
Next, go to the Subscribers page in ConvertKit under the Grow tab in the navigation. Click the Add Subscribers button, followed by Import a CSV.
Upload your CSV file to the importer and select the forms, sequences, or tags that you want to add your contacts to. You'll need to add your contacts to at least one of these for the import to proceed.
If you don't have any forms, sequences, or tags to add your contacts to, we suggest creating a temporary tag (give it any name you want), adding your contacts to this tag, and then deleting the temporary tag after the import has completed.
Once you've selected the forms, sequences, or tags to add your contacts to, map your CSV columns to these fields:
List Name → Comma-separated list of tags (In ConvertKit, you'll keep track of your lists using tags instead)
Email → Email
First Name → First name
Click the Import Subscribers button to import your contacts.
Learn more about importing subscribers into ConvertKit in our separate guide.
NOTE: If your FloDesk contacts have custom fields, such as a custom field for their last name, follow the steps here for importing these custom fields into ConvertKit.
Recreate your FloDesk forms and landing pages
Within ConvertKit, select the Grow tab in the navigation, followed by Landing Pages & Forms, to launch the Landing Page & Form Signups screen.
From there, click the + Create new button to create a new ConvertKit form or landing page.
Choose a form or landing page template that matches your FloDesk form or landing page the most closely, then use our form or landing page builder to customize your ConvertKit form or landing page (as relevant).
Given the differences between our and FloDesk’s builders, you may not be able to make your ConvertKit form or landing page look exactly the same as your FloDesk one. But use this opportunity to revamp the look of your forms and landing pages!
Then when you're happy with your ConvertKit forms and landing pages, publish them and then replace any FloDesk links with your new links.
Learn more about creating forms and landing pages in ConvertKit here:
Recreate your FloDesk email templates
Under the Send tab in ConvertKit, go to Email Templates to create a new email template in ConvertKit.
Select an email template that resembles your FloDesk email template the most closely, then use our visual email template editor to customize the template.
Try to design the template's text, colors, and fonts such that it looks similar to—or even better than!—its FloDesk counterpart.
Recreate your FloDesk workflow
From the Automate tab in the navigation, go to Visual Automations and click + New automation to start a new visual automation.
To recreate your FloDesk workflow as a ConvertKit visual automation:
Set up visual automation entry points that correspond to your FloDesk automation's triggers.
Add visual automation steps that correspond to your FloDesk automation's actions.
For example, if your FloDesk automation sends subscribers one email per week for three weeks after they've subscribed via your email form, you could set up your ConvertKit visual automation in this manner:
Entry point: Subscribers join your email form
Step: Add subscriber to email sequence (where you've set up this sequence as a set of three emails, with the first email being sent immediately and the next two being sent seven days after the previous email)
We also have an entire library of automation templates to make things easier for you. Learn more about visual automations in ConvertKit here.
Test your migrated FloDesk setup
The final thing to do after you've recreated your FloDesk setup in ConvertKit is to test that it works.
You can do so by:
Testing your forms and landing pages (on your website, if possible) to confirm that they look good and work correctly.
Previewing your emails from the ConvertKit broadcast editor or by sending yourself a test email.
Testing your visual automations. Enter your visual automations from one of their entry points (such as subscribing to your own form) and check what happens when you do so.
If you're having trouble with your FloDesk migration, reach out to our migrations team and they'll be happy to help out!
From here, keep playing around with your ConvertKit set-up and try sending a broadcast email to your subscribers!
Find out more about sending broadcasts in the article linked below 👇