Episode 2: A to Z of Migrating to ActiveCampaign

Considering a move to ActiveCampaign but worried about losing data?


Migrating to a new automated marketing and sales platform is a big undertaking. Transferring data and learning a new platform can be overwhelming.
In this episode, Chris lays out a step-by-step plan for a quick, easy, and safe migration. This episode makes migration simple so you can hit the ground running.
From creating an account and importing contacts, to building automations and configuring your CRM, you’ll learn everything you need to know to start strong with ActiveCampaign.
Chris Davis: Welcome to the ActiveCampaign Podcast. I am your host Chris Davis, the director of education here at ActiveCampaign. In this episode it’s all about moving from one marketing automation platform to another. The official term is migration. Yes, migration.
Migration can be summed up in two words to achieve one word. Those two word are inevitable [00:00:30] and terrifying, to achieve growth. When you frame it in that sense, you get a better understanding of why you would even go through the migration process. Getting all of your contacts, all of the data attached to those contacts, over to a new platform that you haven’t used, you’re nervous about.
All of these things are important to keep in mind [00:01:00] and keep in the forefront. Because remember, when we’re talking about migration, there’s a reason why you’re leaving your platform. Before we get any deeper into this episode, on migrating specifically, to ActiveCampaign, it’s really important that you make sure you’re clear on your goals and marketing objectives, because for some reason you’re looking to move to another platform. There’s something that you’re not able to do, [00:01:30] or your marketing has matured, or there’s just features that you need that you currently don’t have.
It’s important to get clear on those reasonings, and make sure that they’re aligned with your marketing strategy, because migrations just by nature can be a little messy. And they’re always going to have some level of terror involved, just from the thought of losing data. That’s why [00:02:00] today’s episode I’m going to clearly outline how to get started the fastest when migrating your data to ActiveCampaign. If you follow these steps you will minimize all human error, of losing data or misconfiguring something, or just mixing your data up, dirtying your data.
Before we get into it today, I [00:02:30] want to express that picking a platform should always be attached to your growth goals in your business. There’s no business that starts out using the same tools in the beginning that’s it’s using in the end. So the necessity of migrating is actually the first sign of real business growth. If you’re profitable, if your business is profitable, migration is [00:03:00] a key indicator that you are growing. I’m talking about specifically to a marketing automation platform.
So when you’re picking your platform you need to ensure that it’s going to allow you further room to grow, but you don’t want to project too far out. If you project too far out, it’s just like … My kids, I’ve got three children. My youngest when he’s three years old, I’m not going to buy him a size 12 [00:03:30] shoe and say, “You know what, one day you’re gonna grow into this shoe.” That’s ridiculous. But maybe I’ll buy him a half-size or a size bigger, and I say that to say there’s no way for you to accurately project how much you’re going to grow in five years, and then get a tool now that’s going to fit that growth. It’s impossible.
Take that off of the table. You’re not going to buy a tool that you’re going to use forever. You want a tool that meets your immediate needs and allows some [00:04:00] room for growth. Because the chances that you’ll migrate again, maybe not your marketing automation platform but another too, are very high. You may say, “Hey look, this webinar platform I was using, I’m maxed out. I need to get another platform because I need more attendees.”
This whole idea of migration in my mind, is an indicator of growth when you’re running your business the right way. So that should aleve some of the terror. Instead, [00:04:30] replace that with some elation that you’re growing, and it’s a good growth problem to have. In that, you need to be clear on your growth goals. What are the goals that you need to hit to continue that growth? And what platform best suits that?
Let’s get into it. Let’s talk about migrating to ActiveCampaign, because there’s a certain way to migrate to ActiveCampaign that will allow you to get started the quickest, [00:05:00] and use as many features as possible in the process. Which means you’re becoming familiar with the platform as you migrate. That way once all of your data is in, everything’s configured, you’re not a stranger to the platform, or you’re not nervous. Your fingers aren’t shaking when it comes time to do something. You don’t have this dreaded task, this over-weight, or this heavy weight on your back, every time you login to your ActiveCampaign account. You’ll feel more empowered [00:05:30] because you know exactly what to do, where to access things, and how to move.
That’s where the power of ActiveCampaign comes from. A lot of people that migrate to ActiveCampaign, it’s for the reason that their platform is either overcomplicated or just takes too long. It takes too long to do simple but powerful tasks. That’s the first thing that you realize when you migrate to ActiveCampaign, is how easy it is. And sometimes it’s so easy that it becomes difficult. [00:06:00] Because you’re trained, you’re used to having to do things the long way and hard way, and once you get into ActiveCampaign you’re like, “Oh, I can do that from here? Oh, I don’t need a plug-in for that? I don’t need another third party tool for that? Amazing.”
If you assessed your marketing needs, remember, your marketing strategy will always dictate your selection of tools. And you’ve looked at your strategy, you’ve been looking at the landscape [00:06:30] for a while. Maybe you’ve been reading our blog and you’ve come to the conclusion that ActiveCampaign is the platform for you. The very first thing that you need to do is sign-up for an account. Now, I recommend if you’re a profitable savvy business owner, I recommend you getting the small business account. Because with the small business account, you’re going to have every single feature we offer. You’ll be able to use this migration guide to its completion.
[00:07:00] However if you’re just getting started with your business, your small business, and you’re looking to start scaling, we have a lite plan. The lite plan gives you everything you need as far as marketing automation capabilities. One of the things that you won’t get is the CRM and the sales automation, which is extremely powerful for small business. And that’s why I say I recommend the small business plan.
But let’s say even that [00:07:30] is too much. Even at that, you’re just like, “Well, you know all my friends have said nothing but great things about it. I read about ActiveCampaign, I love it. I’m just nervous.” We have a free trial. All you have to do is go to activecampaign.com/pricing, and you’ll be able to get setup with any account that best suits your immediate business needs.
That’s step [00:08:00] one. You have to get signed up with ActiveCampaign. In the signing-up process you’re going to determine the URL of your account, and with that the first thing that you should do is set up your list. Your list in ActiveCampaign is where all of your contacts reside. They reside on a list. Now I say that but I want to differentiate lists in ActiveCampaign from lists in email marketing.
Lists in [00:08:30] email marketing are the only way for segmentation. So if you want to segment your contacts based on interests or type of communication you want to send them, with email marketing you’re going to have to use lists. You do not want to do that in ActiveCampaign. That’s why I’m telling you, when you first get started, just create a master list. In fact, you can call it master list. You’re going to put [00:09:00] all of your contacts on there. Because with a true marketing automation platform, it allows you more ways to segment your contacts than just having multiple lists.
The more lists that you have in any platform, the messier things get. And the harder it gets for people to unsubscribe, which increases the probability of spam complaints, and will ultimately impact your deliverability. So we want to keep our list usage to a minimum. But you’re going to setup your list, that’s where you’re going [00:09:30] to put in your email, your website, the address of your company, all of the CAN-SPAM compliant information, as well as a brief blurb on reminding people why they opted in.
You’re going to set that up, you’re going to save your list, and you’re almost good to go. I say almost, because the next thing that you want to do is add one of the most powerful features in ActiveCampaign, and that is our site tracking. [00:10:00] You want to go into your settings under the developers tab and grab that script, that site-tracking script, and copy it and paste it into the header of your website. Every single website that you own, every single landing page that you own, every piece of web real estate that you own and have access to the header, you’re going to want to put that site-tracking script there.
Why? Because once that’s in place you can now track every singe webpage [00:10:30] that your contacts go to, and as you start building out your automations and becoming segmented, that becomes actionable data. Yes, you can apply actions when people visit particular pages in your ActiveCampaign account. This is opening things up. If you’re coming from an email marketing platform, this thing just expanded beyond belief, the possibilities. [00:11:00] Now I can see if somebody’s visited my contact page five times.
I can be proactive with this in an automated fashion. What if somebody visited my sales page 10 times, and then visited my contact page four times, but never visited a thank-you page. Which means they’ve seen my pricing, they’ve thought about contacting me, but they never went through with either one of them. Why would I wait? Why not be proactive and reach out to them? So these [00:11:30] are just some small samples, small examples that you would do with site tracking, and that’s why it’s very important to get that up.
In review, we’ve signed up for ActiveCampaign, with a small business plan hopefully or other. We’ve configured our first list, and we’ve added site tracking to every website that we own.
Now we’re ready. We’re ready to put our leads in because we can now track what they’re doing, and we have the list in place for them to be added [00:12:00] to. So the next thing that you want to do is you want to import your contacts as soon as possible after you get signed up, because there’s no way for you to really start putting the platform to the test than by putting contacts in.
Now another reason why I say import your contacts immediately, is because it’s actually a fail-safe way to never accidentally send [00:12:30] anybody an email or the wrong communication, because you don’t have anything configured in your account yet. So you’re going to be adding tags, and custom fields, and building automations, and you don’t have to worry about contacts accidentally being added, because there’s nothing built out yet.
By importing your contacts first, it’s acting as a fail-safe in ActiveCampaign to make sure that you [00:13:00] cover yourself, and you provide a safe means of getting all of your existing leads together. By doing that, you’re going to use a CSV file. I highly recommend exporting your contacts from your current provider to a CSV file.
You’ll want to spend some time organizing that CSV file. If it’s not your cup [00:13:30] of tea, give it to somebody else. But if you’re migrating from a platform that has tags and custom fields, I recommend that you create … You know how Excel Sheet or Google Drive Sheet has multiple tabs, I would have a tab per tag. I would just do tags. And I’ll tell you why you don’t need to do custom fields in a minute.
I would just do tags. If I got 20 tags, I’ve got 20 tabs in my sheet [00:14:00] for each tag name. And under that sheet are the email addresses of people who get that tag. So essentially if I have 20 tags, I’m going to have 21 CSV files. Why 21? Because one is the master list. We’re just going to take that master list, go into ActiveCampaign, click on contacts, and click on the import button. It’s going to give you a prompt to import [00:14:30] your CSV. That’s your first one. Import all of the leads.
Here’s what’s nice about it. When you click import, what’s going to happen is ActiveCampaign is going to detect every column in that CSV file. At that moment you’ll be presented with a screen where you can map your column fields to new fields in ActiveCampaign. Now, it’s a new account so you’re not going to have any fields. [00:15:00] This is where it gets really interesting, easy, and nice. Because right from that importing screen, you can select the dropdown that says, “Add New Field.”
You can create all of your custom fields right there. You don’t have to go to another window, you don’t have to come out, finish the import, then go back and create all of the custom fields, or create the custom fields before you import. You can do it all at the same time. Let’s say you had 10 custom fields in your [00:15:30] previous account, you’re just going to go right there. You’re not going to leave the screen. You’re just going to select the dropdown, add custom field, name it the same thing, you’re good. You want to map your custom fields at this importing process.
What is a custom field? A custom field, I look at custom fields as permanent data on your contacts record. This is data that they have submitted themselves, [00:16:00] more than likely, where their actions have populated. This is static data. This is permanent data. I say “permanent” with the air quotes that you can’t see, because these fields can be overwritten but they have to be intentionally overwritten. This is data that exists on their contact records like phone number, billing address, their website, company name, things like that. That’s not going to [00:16:30] change. Very important. This is the data, the DNA of the contact.
So you have that, then the next option right under that is you’ll be able to add them to a list. This is why we created our list. Now we’re going to add them to the list. Then the second to last option at the bottom, is you’re going to be able to add a tag. Now this is going to be the very first tag you create in ActiveCampaign. This is going to be a source [00:17:00] tag. I recommend naming the tag something like Source hyphen, then the name of the source.
If you’re migrating from MailChimp it will say Source-MailChimp. If it’s Infusionsoft, Source-Infusionsoft. If it’s Drip, it’s Source-Drip. ConvertKit, Source-ConvertKit.
Now all of these new contacts, that were existing on your old platform but they’re new to ActiveCampaign, they’re going to get that tag. So forever you will know where they came from. [00:17:30] Even if you have multiple lists, you’re coming from an email platform with a whole lot of lists, I still want you to take one master CSV, and give all of those tags the name of the platform. MailChimp is a good one. Most people have multiple lists in MailChimp. I don’t care that you have 20 lists in MailChimp. I want you to do a master export of all your contacts and tag them all first that they’re from MailChimp. [00:18:00] Later on I’ll show you how to segment even further.
Now that we’ve mapped our custom fields, added them to a list, and gave them a source tag, this is all in one step. All we’ve done is hit import. This is what I’m telling you, if you do it this way, it will happen very quickly, and you’ll already feel like you’ve got some momentum with the tool, because you do. Everything that we’re doing is just eliminating [00:18:30] future tasks that you have to do.
Now you want to click import. What’s going to happen is it’s going to import all of those leads, map to custom field, add them to the list, and apply the tag. You have successfully imported your data. Imported your contact database into ActiveCampaign. The permanent data is on their contact records, and they’re tagged with the source that they came from.
The next thing that you need to do [00:19:00] is you need to organize your contacts. This is going to be two-fold, really three-fold. There’s a few steps in this. But remember, the important part is you have all of your contacts in ActiveCampaign. That’s the most important part. And they’re tagged by source.
[00:19:30] Next you’ll want to start organizing them. Now we’re going to go back to, remember I said you had 21 CSVs because you had 20 tags. We already did one CSV, that was the master list. Now what we want to do is go through that same process for every tag that you have. If it’s tag A, I’m going to go to contacts, import. I’m going to select that CSV. I’m not going to worry about mapping the custom fields right now because we’ve already done [00:20:00] that. Unless you know that there are particular custom fields per tag, then go ahead and do that. Most people have not been that organized, but if you’re that organized, you have the opportunity to do that there.
Make sure you select the same list, and then right below it you’re going to add the tag name. You’re going to type that tag name in. Then right at the bottom there’s an option that says, “Update existing record.” You’ll want to check that box, because [00:20:30] what it’s telling ActiveCampaign is, “Hey, don’t treat this as a new lead, just update the existing lead.” Now you don’t have any duplicates. ActiveCampaign, what they’re going to do, the platform is going to look and say, “Oh, I already have this person, so what information do I have, what information are you presenting me now that I didn’t already have?” It’ll look, it’ll see the tag, and it’ll apply the tag.
You’re going to do that for every single tag. In this example, [00:21:00] we’ve got 20 CSVs, we’re going to run this import 20 times. Now all of our contacts have been tagged. What I’m telling you to do when I say organize, we’re segmenting our list. Right now, we’re segmenting our list. Our list is being very segmented. That’s one layer of segmentation, is tags.
If you had a lot of custom fields in your previous platform, you’re [00:21:30] going to want to do the same thing with custom fields. The exact same thing with custom fields, except you’re going to leave the tag blank, but you’re going to check the update existing contacts.
Now the last thing you want to do is see if you need to create multiple lists. For most people you just need to create maybe a customer list in addition to your master list. Some people do it all on a master list, and they just use tags to differentiate customers and products. [00:22:00] But you may have the desire to have a master list and a customer list. Now is the time to create that customer list.
With that customer list created, you can now go into the bulk editor. You go under contacts, you can go under the filter. And let’s say you have a tag customer. Now you filter, select customer, it’s going to give you all of the contacts that [00:22:30] have the customer tag. You hit the edit-all button, It’ll pull them all up, then you can simply say, “Add to the customer list.” Boom, you can add them to the list.
But do you see how powerful it is, that once we’ve imported our contacts, we run through this segmentation by tagging them with our multiple CVS files, so that we can move them dynamically when and wherever within the application. We’re already starting to see how powerful, [00:23:00] flexible, and easy to use ActiveCampaign is. This process, I call it safe segmentation. Because even if you apply the wrong tag, nothing is going to happen, because we haven’t put anything in place yet. There’s a reason why we’re doing it in this order.
Essentially up until this point, we’ve handled our existing database. Great job. If I didn’t [00:23:30] mention this, this can all be done in one sitting. This can be done in one sitting. Your migration does not have to take weeks. This can literally be done in one sitting.
The next thing that you want to is, is you want to start getting ready for new contacts. And by getting ready, I mean you want to create your forms, you want to visit your integrations. If you’re directly integrating with certain platforms, [00:24:00] you want to make sure that ActiveCampaign natively integrates with that, or that we have a [inaudible 00:24:07] integration so that you can get that ready. Because we’re not going to turn the switch on yet. We’re not going to open the door, we’re just getting the keys to unlock it. Just make sure it’s unlocked. That’s what creating the forms and going to the integrations.
One you have those two completed, and mapped out [00:24:30] and ready, you’re going to want to start building out your automations. Now I just said build out your automations, but I made no mention of importing your emails from your previous platform. Well there’s a reason why. For right now, the last thing I want you to focus on is creating the content. Why? Because you’ve already created it. It already exists. So we’re just building out the frame, the shell of things, so that we can easily import [00:25:00] the content.
You’re going to jump into your automations and start building them out. You have all your tags, you have your forms created. You have everything that you need to start using our automation builder. I would take your most important automations, the most revenue-sensitive automations, and build those first. Build your most revenue-sensitive automations first so that you [00:25:30] have a profit pathway in place. That’s the most important. As easy as it is, do not go and setup your newsletter automation.
I want that automation that has six emails, has a couple conditions in there, tags people, and then sells your product. That’s the one. That’s the one you want to target. Get that one in there first. Then when it comes times to building the emails in ActiveCampaign, [00:26:00] you’ll add the email to the automation builder, and you’ll be able to give it an internal name. What I like to do for that name, is name it the nature of the email.
If it’s a welcome email say, “Hey welcome to ActiveCampaign.” Then you’ll be able to see that. Then the next screen lets you pick your template and everything, don’t touch your template. Just click save and exit, and it will save [00:26:30] that email right there as a draft, so you know the first email is your welcome email. If you want to the type the internal title as welcome email. Add a wait sate. Second email is request information email. You can internally label them so that you know which email is which. So just by looking at the automation builder in the canvas, you can understand what’s going on.
This is something that is unique to ActiveCampaign, because other [00:27:00] platforms require you to create a whole series of emails, and then add the entire series to the automation canvas. Which requires you to double-click in and see what the emails are, then come back out. It’s crazy, right? We’re not going to operate like that. Everything is going to be on your canvas, so you can see exactly which emails are going with respect to the logic and timing that you have setup. [00:27:30] Make building automations very easy, and as you get familiar with our automation builder and start unleashing the power of it, you’ll realize it really is one of a kind. It’s one of a kind and there are many platforms that are paying homage to us, for our builder, by mimicking it in some form.
We are flattered. Imitation is the highest form of flattery, [00:28:00] and we are the most flattered platform in the space right now. We don’t take that lightly, we’re honored. We’re honored for our automation builder to be looked at so highly, that others will say, “Look, they’re doing it right.” And we are. We are, and you’ll see as you get going. You build out your automations, have your email templates in there. Now you’ve got your automations set. This is the power of ActiveCampaign. [00:28:30] You’re in there and you’re looking at the triggers, and you’ve got like 20 start triggers like, “Oh my gosh, I can trigger based on a value, a custom field value change? A tag being present, or a tag being removed. A form being submitted. It’s unlimited, whereas before it was just they had to submit their email address.”
This is going to change. It’s important that you give yourself permission in this migration to change your strategy, to strengthen your strategy, [00:29:00] to consolidate the steps in your strategy. Because you were doing things the way that you have been doing them, only because that was the only way. There’s a new way. There’s a better way. Follow me, there is a better way.
With this added flexibility and capability, you’re going to start seeing some obsolete steps. Don’t feel bad about it, cut them out. Cut them out. You ask an engineer about optimizing code. They revisit [00:29:30] it, try to get 100 line of code down to 50. That’s what we’re trying to help you do. The more lean you can get with your automation building, the less issues you’re going to have, and the stronger your automations are going to be.
We’ve got the forms prepared, we’ve got the email placeholders in place, we’ve got our integration mapped out. The next thing we want to do is take all of that content and put it [00:30:00] in place. Put it in there. This may not be you as a business owner, if you’re listening to this podcast. This may not be your job right here. If you’re the marketer doing it on half of business owner, you may find it worthwhile just to hire somebody on Fiver to export all of this information. Export the content, rebuild the emails in ActiveCampaign.
But I want to tell you, if that’s how you’re going to do [00:30:30] it, or if you’re doing it yourself, this is the best way to do it. In ActiveCampaign, go on and click on the campaigns nav menu. Then there’s a sub-nav, and it’s either the first option that says, “Manage templates.” Or you just have to hit the arrow dropdown, talking about the sub-nav to the left. Hit the dropdown, click manage templates. It’s going to bring you to an email template directory.
You want to add all of your emails as templates in this directory. [00:31:00] While you’re adding them as templates, you can categorize them per the automation or function. So if I have a three emails that go out for lead-magnet A, I’m going to create a category lead-magnet A. And I’m going to create all of my templates under that category, so that I can easily find them when I go into automation. The automation [00:31:30] that delivers the lead-magnet A, and I go back to that email shell that’s in draft mode, it’s now going to ask me to select the template.
I can select the category, say lead-magnet A, it will show the three emails, I’ll select the first one, and it will pull all that data in, and now we’re populating content into the automations. That’s how you want to configure the content in ActiveCampaign. Create all of the templates first. [00:32:00] Another benefit of creating the email content as a template first, is that you’ll be able to easily access it throughout the entire application.
So you’ve got your content configured, you went back into your automations, and you’ve placed the content in all of them accurately. The next thing you want to do is hit that active button in each automation. By default every automation is inactive. [00:32:30] Once you populate it with the content, to the top right, you’ll just want to hit the green button that says, “Active.”
Now we got an all systems go. Envisioning, you’re turning on this machine for the first time and it’s, “Vroooo!” It’s starring to shake a little bit, the meters are going. You’ve just powered-on your ActiveCampaign account. You’ve powered it on. Now that’s it powered on, there’s no need to keep your previous platform on. No need to have [00:33:00] two machines running. Once you turn on all these automations, now it’s time to go back and power-off. And by powering-off your previous platform, you can just cancel. Cancel the account. You don’t need it anymore. All of your contacts are in ActiveCampaign, they’re segmented, all the automations are in place for your new leads. You don’t need them anymore, it’s dead weight. Just another thing to worry about, another thing to pay. [00:33:30] Just another bill. Let’s go, let’s just keep moving, keep the momentum flowing, we’ve canceled our previous account. Now we’re ready to flip the switch, to open the doors.
Now you’re going to revisit your website, revisit your third-party integrations, and swap out those forms that you created in ActiveCampaign, you’re going to put those forms on your website. Putting the forms on the website, if you’re using naked forms, and by naked [00:34:00] forms I mean you see the form fields, like first name, email, and submit button, on your webpage, you’ll want to use the WordPress plug-in if your site is running WordPress. If not, you’ll want to use the JavaScript that we provide you with, every form.
Now if you’re using some sort of third-party tool, that displays a button or a link, and when you click that link, a pop-up comes up like a lightbox a modal, in [00:34:30] that modal has the form. Now the form is more than likely, in these software solutions, integrated directly with the solution, then you’re going to want to go to your third-party. Where it says MailChimp, Infusionsoft, Drip, wherever, you’re going to switch that provider to ActiveCampaign.
It’s going to ask you for your API information. You put that in, ActiveCampaign will show up. It’ll allow you to pick which form or which list you want to add them [00:35:00] to, select appropriately, now you’ve handled your integrations, your forms on your website, and you’re ready to go.
From this point on, leads will be pouring in to your new ActiveCampaign account. They’re all coming, all is well. I recommend to jumpstart your account. Have a sending strategy A, so that you have consistent content to start sending these leads, [00:35:30] because it’s only going to help your deliverability. The last thing you’ll want to do is import leads and just have them sitting there.
Second is take advantage of this and run a promo. Update an existing free offering. Run a webinar, and all these new leads now will start coming in to ActiveCampaign. You’ll be able to see for yourself the power of this thing. If you signed up for a small business account, now [00:36:00] is the time, as you start getting leads in, you’re actually using the platform, you’re going to start getting real questions. Questions beyond, “Hey. How do I add a tag?” You’re going to have real questions, functionality questions.
Now you can use our one-on-ones. Every business account gets a free one-on-one every month for the account. You get to talk to somebody, one of our success team members, live, in-person. They’ll walk you through anything, any question you have. But now you’re going to get more out of those sessions. You’re going [00:36:30] to get more out of your one-on-ones.
Everything is in ActiveCampaign, all systems go, green light on. What’s the last step? What more could there be for you to do? Well the last thing you want to do is configure your CRM. I put configure your CRM at the very end because you just don’t need the type of stress that comes with migrating everything over, on top of configuring your CRM. Here’s why, most of the time [00:37:00] you’re going to revisit and redo your pipelines whenever you migrate to another. Because your existing pipelines, most of the time, this is your first time setting up pipelines is in your current account. Or if you come from email marketing, you’ve never set them up. So we don’t need to worry about all of that right now. We just need to make sure our leads can be handled.
Now you’re going to look at pipelines. Now you have time to think it through. This is another good use of our one-on-ones. Think through your pipelines and your stages. [00:37:30] Make sure they’re rock solid, they’re tight. Then start building them. Start building out your pipelines and stages, after you’ve got a clear map and vision of it.
Now you can go back to existing automations and add some of the CRM elements or actions to them, or start creating your new automations that require the CRM, or that the CRM requires to [00:38:00] run. But now you can take your time and do it right this time. You can do it right, because you’re not worried about where your contacts are going. Everything is being handled for you.
That my friends, that is the fastest, easiest, powerfulest, most powerful way, to migrate into ActiveCampaign. That [00:38:30] is it. If this was daunting for you, if you listened to it you’re like, “You know what, I like, it sure sounded easy when he said it, but every time I try, I’m always met with a pleasant surprise.” Or if technology makes you nervous, but you know ActiveCampaign is the campaign for you, we have a service that will handle the migration for you. Everything I just outlined, we will do for you.
You can [00:39:00] access that easily at activecampaign.com/migrate, M-I-G-R-A-T-E. When you do that you’ll be presented with our migration aid. It’s going to ask you some questions, do you have tags, your list size, things of that nature. You fill it out, and we will be in contact with you to migrate your platform. To migrate you from your previous platform all for you.
[00:39:30] This is a service from us to you, because we know how daunting of a task this can be, but we also know how powerful our platform is. So we want to remove the frustration and terror, and replace it with elation and excitement. So we’re going to do that for you. We’ll handle that migration for you. So you really have three options.
One is, let us do all the migration. Two [00:40:00] is do as much as you can, signing up with the small business level, then use our one-on-ones to help you get to the finish line. And three is just do it all. You’re smart, you get it, “I know how to do this. All right Chris, I got it. Bye.” Right? You’re off to the races. By this time, you’re already done. You’re like, “Oh, that was a pretty good podcast. I’m going to share this. I’m gonna let people know.”
And speaking of which, if you could do that anyway it would be greatly appreciated. If you find this [00:40:30] content extremely useful, you know somebody who’s facing migration, you’ve talked about migration, you’ve been trying to convince your boss he needs to migrate, your business partner, whatever, please pass this along. If you just like listening to me, pass this along. Let’s get it in as many small business owner’s ears, and marketer’s ears, as possible.
What really helps is if you could give us a review, five-star review. Five-star [00:41:00] review goes a long way, helps give us the visibility we need to really train as many business owners as possible. I will be eternally grateful for every review that you can leave five stars, and even a comment. In that, if there’s ever any content that you would like me to present on this podcast, let me know as well. My email address is cdavis@activecampaign.com. [00:41:30] Shoot me an email, let me know. Give me some feedback. Some people don’t like to put their stuff publicly. That’s fine, leave a five star, and just say, “Great job.” And then email me. But you’ll be able to subscribe to this podcast. iTunes, Stitcher, Google Play, we’re everywhere so that when you subscribe you’ll get that notification on your cell phone, on your mobile device, on whatever device you’re using, and you’re not out the loop. Do that [00:42:00] for me, thank you so much in advance, and I’ll see you all next week in our next episode.