Migrating From Mailchimp To ActiveCampaign

Migrating from one e mail advertising platform to a different is a major determination for any enterprise. It’s not nearly transferring knowledge; it’s about guaranteeing continuity in your advertising methods and sustaining the integrity of your buyer relationships. 

Transitioning from Mailchimp to ActiveCampaign, as an example, gives the chance to boost your e mail advertising efforts with extra superior options and customization. Nonetheless, this course of requires cautious planning to keep away from knowledge loss or disruptions in your communication stream.

Should you’re new to e mail advertising, understanding the fundamentals is essential earlier than diving into migration. Electronic mail advertising is a robust instrument for companies to speak with prospects and prospects. It entails sending emails to an inventory of contacts with the goal of selling services or products, sharing information, or participating your viewers. 

Efficient e mail advertising is about delivering the fitting message to the fitting individuals on the proper time, which might considerably affect your buyer engagement and enterprise progress.

Migrating from Mailchimp to ActiveCampaign

Contemplating a migration from Mailchimp to ActiveCampaign? This transfer can carry quite a few advantages, equivalent to enhanced automation capabilities, extra sturdy segmentation, and superior personalization options that may elevate your e mail advertising methods. 

For an in depth comparability and extra explanation why ActiveCampaign could be a greater match, even for those who’re a present Mailchimp consumer, try our comparability information.

Migrating from Mailchimp to ActiveCampaign can uplevel your e mail advertising and provide you with entry to capabilities like superior automation and superior personalization. Earlier than transitioning, it’s important to grasp what the migration course of entails and the best way to put together for it.

Key steps embody:

• Backing up all Mailchimp knowledge, together with contacts and marketing campaign studies
• Exporting important parts like contacts, tags, segments, and e mail templates
• Assessing your present Mailchimp setup to grasp what must be migrated
• Planning for any strategic adjustments in advertising post-migration
• Getting aware of ActiveCampaign’s options and interface for a smoother transition

IMPORTANT: This information isn’t meant to be learn from high to backside however as a substitute used as a reference information to assist full any steps you need assistance with. One of the simplest ways to make use of this information is by making the most of the “bounce to a piece” on desktop or scrolling till you discover the subject you’re on the lookout for on cellular.

Section 1: Beginning the method in your Mailchimp account

The very very first thing you’ll must do is export and save all your knowledge from Mailchimp in order that it’s simple to import into ActiveCampaign within the subsequent section.

Step 1: Log into Mailchimp:

Begin by logging into your Mailchimp account and navigate to the “Lists” part on the high of the web page. That is the place you’ll export your lists and segments.

Step 2: Exporting lists, segments, and tags 

Subsequent, you’ll need to export your lists and segments. In Mailchimp, an inventory known as an viewers.

• For viewers:
  1. Click on on “Viewers” after which “All contacts”
  2. Choose the listing you need to save underneath “Present viewers”
  3. Discover and click on the “Export Viewers” button
  4. Click on “Export as CSV” to obtain your contacts
  5. Repeat for different audiences you’ve
• For segments:
  1. Below the “Viewers” tab, click on “Segments”
  2. Choose the viewers you want to export your segments from on the high of the web page
  3. Choose the dropdown subsequent to the section you want to save and click on “Export as CSV”
  4. Repeat for every section you want to export
• For tags:
  1. Below the “Viewers” tab, click on “Tags”
  2. Choose the viewers you want to export your tags from on the high of the web page
  3. Choose the dropdown subsequent to the tag you want to save and click on “Export as CSV”
  4. Repeat for every tag you want to export

It’s essential to notice that whereas segments can’t be immediately imported into ActiveCampaign, it’s good to have them saved for reference and backup.

Step 3: Export studies and templates

Whereas studies and templates can’t be imported to ActiveCampaign immediately, you may export marketing campaign knowledge and HTML out of your templates. This offers you entry to the information you want (in studies) for those who ever must reference again to earlier campaigns, in addition to a simple means so as to add new templates (HTML) as soon as in ActiveCampaign.

• For studies:
  1. Navigate to the Analytics tab inside your Mailchimp account.
  2. Choose the viewers you want to export your tags from on the high of the web page
  3. Click on the “Obtain All Reviews” button to export knowledge from all studies associated to your viewers.
  4. You may as well obtain particular person studies by clicking the dropdown button subsequent to the report and clicking “obtain”
  5. Alternatively, you may as well use the filters to export studies by standing, kind, or inside self-created folders
• For templates:
  1. Go to the “Content material” tab in your Mailchimp account and click on on “Electronic mail templates”.
  2. Establish any custom-built templates that you just’ve used on your campaigns and need to switch to ActiveCampaign.
  3. Obtain the HTML supply code by clicking the dropdown button and deciding on “Export as HTML”
  4. Repeat the method for every template you want to export.

Step 4: Types, surveys, and automations

Whereas there is no such thing as a strategy to import varieties and automations immediately into ActiveCampaign from Mailchimp, it’s a good suggestion to save lots of these for simple reference or ensure you nonetheless have entry to your Mailchimp account while you go to recreate them in ActiveCampaign.

That is particularly essential for automations. Earlier than migrating, doc the stream, triggers, circumstances, and actions of your Mailchimp automations. Understanding the logic and sequence of those automations is essential for a profitable migration.

Recommendations on guaranteeing knowledge integrity throughout export

When exporting knowledge from Mailchimp, sustaining the integrity of your knowledge is essential. To make sure that your priceless info stays correct and intact all through the method, observe the following pointers:

1. Double-check exported recordsdata: After exporting your contacts, tags, segments, studies, and templates, take the time to evaluate the exported recordsdata for completeness and accuracy. Test if all of the required fields are current and if the information aligns with what you’ve in Mailchimp.
2. Confirm file codecs: Make sure that the file codecs of your exported knowledge are suitable with ActiveCampaign. As an illustration, contact lists are sometimes exported as CSV recordsdata, that are extensively accepted for imports. Should you’ve exported HTML templates, confirm that the code is unbroken and has not been altered in the course of the export course of.
3. Safe knowledge storage: Hold your exported knowledge safe. Think about using encrypted storage options whereas the information is in transit from Mailchimp to ActiveCampaign. The safety of your buyer knowledge is essential, notably when dealing with private and delicate info.
4. Backup earlier than export: Earlier than initiating the export course of, it’s smart to create a backup of your whole Mailchimp account. This precaution ensures that you’ve got a fallback possibility in case one thing goes incorrect in the course of the export course of.
5. Use checksums for big recordsdata: For bigger knowledge recordsdata, think about using checksums to confirm the integrity of the information post-export. This technical step helps make sure that the file was not corrupted in the course of the export course of.

By following these steps, you may reduce the dangers of information corruption or loss in the course of the export course of from Mailchimp. Guaranteeing the integrity of your knowledge is essential for a easy transition to a brand new e mail advertising platform.

Now that you just’ve efficiently exported all of the important knowledge from Mailchimp, it’s time to start section 2 of your migration journey – organising your ActiveCampaign account. This subsequent section is essential in harnessing the total potential of your rigorously curated knowledge and starting a brand new chapter in your e mail advertising technique.

Section 2: Organising your ActiveCampaign account

On this part, we’ll cowl every little thing from creating your ActiveCampaign account to importing your contacts and lists.

Step 1: Creating an ActiveCampaign account

Creating an ActiveCampaign account is an easy course of that opens the door to a collection of superior e mail advertising instruments and options. To get began, go to the ActiveCampaign pricing web page and select the plan that most accurately fits your enterprise wants. ActiveCampaign gives quite a lot of plans to cater to totally different sizes and forms of companies, every with a singular set of options and capabilities.

If that is your first time utilizing ActiveCampaign, we provide a 14-day free trial, or you may schedule a demo. You’ll be capable to discover the platform’s sturdy functionalities, equivalent to automation, segmentation, and CRM integration, with none preliminary dedication. Organising your account is so simple as offering some fundamental details about your enterprise and e mail advertising wants. 

As soon as your account is created, you can begin importing your knowledge from Mailchimp and start experiencing the highly effective advantages of ActiveCampaign’s advertising automation and personalised e mail capabilities.

Step 2: Importing contacts and speak to knowledge

Importing your contacts and their knowledge into ActiveCampaign from Mailchimp is an important step within the migration course of. 

Right here’s an in depth information to make sure a easy transition:

1. Begin the import course of:
   • Earlier than importing, ensure your CSV recordsdata exported from Mailchimp are prepared. This contains your contacts, tags, segments, and every other related knowledge.
   • Double-check the recordsdata for accuracy and completeness. Make sure that all important knowledge fields are included and accurately formatted.
   • In your ActiveCampaign dashboard, navigate to the “Contacts” part after which click on on “Lists.”
   • Click on on “Add an inventory” and create a brand new listing. This listing ought to correlate to the Mailchimp viewers that you may be importing.
2. Import your contacts:
   • As soon as the listing has been created, click on “Import contacts” subsequent to the listing identify. 
   • Click on “Import From File” and add the CSV file containing the Mailchimp contacts you need to import.
   • ActiveCampaign will immediate you to map the columns in your CSV file to the corresponding fields in ActiveCampaign. This step is essential for sustaining knowledge integrity. Match every column out of your Mailchimp export to the suitable discipline in ActiveCampaign. As an illustration, map ‘Electronic mail Deal with’ from Mailchimp to the ‘Electronic mail’ discipline in ActiveCampaign. 
3. Customized fields, tags, and lists:
   • When you’ve got {custom} fields or tags in your Mailchimp knowledge that don’t but exist in ActiveCampaign, you may create these on the fly in the course of the import course of.
   • If you encounter a column that doesn’t have a corresponding discipline in ActiveCampaign, you’ll have the choice to create a brand new {custom} discipline proper from the import interface.
4. Overview and full the import:
   • Earlier than finalizing the import, evaluate your settings. Make sure that all fields are accurately mapped and that you’ve got chosen the right lists and tags.
   • As soon as every little thing is about, click on “Import Now.” The time it takes to finish the import will depend upon the scale of your contact listing.
5. Including contacts to a number of lists:
   • Should you’re utilizing a number of exported lists from Mailchimp, repeat the method for every listing you exported.
6. Confirm the import:
   • After the import course of is accomplished, confirm the information in your ActiveCampaign account. Test just a few contact profiles to make sure that all info has been accurately imported and is displaying as anticipated.
7. Put up-import cleanup:
   • If there are any discrepancies or lacking knowledge, you might must carry out some cleanup duties. This would possibly contain updating particular person contact information manually or re-importing sure segments of your knowledge.

By following these steps, you may make sure that your priceless contact knowledge from Mailchimp is efficiently and precisely imported into ActiveCampaign, setting the stage for extra personalised and efficient e mail advertising campaigns.

Step 3: Recreating Mailchimp segments in ActiveCampaign

As talked about above, there is no such thing as a strategy to immediately import segments from Mailchimp into ActiveCampaign, however recreating them isn’t that tough.

Recreating segments in ActiveCampaign

If you’re able to recreate your segments in ActiveCampaign, begin by navigating to the “Lists” part the place you’ve already imported your Mailchimp contacts. Select the particular listing you need to section and click on on “Create a Section.” ActiveCampaign’s section builder is intuitive and permits you to recreate the circumstances of your Mailchimp segments. 

An advantageous characteristic of ActiveCampaign is its dynamic section functionality, which robotically updates the section as contacts meet your specified standards.

Dealing with static segments

For individuals who used static segments in Mailchimp—basically a hard and fast listing of contacts—you may successfully recreate these in ActiveCampaign utilizing tags. Tagging in ActiveCampaign is a technique for assigning particular identifiers to your contacts. As you import your contacts from Mailchimp, it’s observe so as to add a tag that corresponds to every of your static segments. This method permits you to simply handle and establish these contacts inside ActiveCampaign.

Utilizing tags for dynamic segmentation

In case your segmentation technique in Mailchimp was dynamic, you’ll discover ActiveCampaign’s circumstances and filters ideally suited for replicating this conduct. ActiveCampaign lets you section contacts based mostly on quite a lot of standards, together with actions, behaviors, and speak to particulars. To take care of the effectiveness of your advertising efforts, it’s essential to usually replace and refine your segments in ActiveCampaign, guaranteeing they align along with your present advertising targets.

Testing and validation

After organising your segments in ActiveCampaign, a essential step is to check and validate them. Examine the segmented contacts in ActiveCampaign along with your unique segments in Mailchimp to verify their accuracy. If discrepancies are discovered, make the required changes to your section standards to make sure they’re successfully aligned along with your advertising methods.

By following these steps, you may successfully transition your segmented contact lists from Mailchimp to ActiveCampaign, permitting you to take care of your focused advertising efforts with minimal disruption. Keep in mind, segmentation is vital to delivering related and personalised content material to your viewers, enhancing engagement, and driving conversions.

Step 4: Recreating e mail templates in ActiveCampaign

Transitioning your e mail templates from Mailchimp to ActiveCampaign is an easy course of, particularly when you have already downloaded the HTML of your Mailchimp templates and saved them in a .txt or .gdoc file. 

Right here’s how one can recreate these templates in ActiveCampaign:

1. Accessing ActiveCampaign’s e mail designer: First, log in to your ActiveCampaign account and choose ‘Campaigns.’
2. Create a brand new template: Click on on Marketing campaign Templates after which ‘Create a Template’ within the higher proper aspect of the display.
3. Importing Mailchimp HTML: When you’ve got the HTML out of your Mailchimp template, choose “Customized HTML” and it is possible for you to to repeat and paste the HTML textual content into the field. This step brings over the fundamental construction and design of your Mailchimp template into ActiveCampaign.
4. Adjusting and customizing: After pasting the HTML code, you might must make some changes. It is because sure HTML parts or types might render otherwise in ActiveCampaign. Spend a while tweaking the design to make sure it appears to be like as meant. You should utilize the design instruments supplied by ActiveCampaign to switch layouts, change colours, or replace fonts to match your model’s type.
5. Including ActiveCampaign parts: One of many benefits of ActiveCampaign’s e mail designer is its wealthy set of parts and blocks you could drag and drop into your e mail template. Take into account enhancing your imported template with parts like buttons, social media hyperlinks, or personalised content material blocks that leverage ActiveCampaign’s tagging and segmentation capabilities.
6. Testing your template: Earlier than utilizing your new template for campaigns, it’s essential to check it. Ship check emails to see how your e mail renders throughout totally different e mail purchasers and units. Make sure that all hyperlinks work accurately and that the structure seems as anticipated. ActiveCampaign gives instruments to preview your e mail on numerous units, which will be immensely useful throughout this stage.
7. Saving and utilizing your template: As soon as you’re happy with the design and performance of your template, put it aside inside ActiveCampaign. You may then use this template for future e mail campaigns, guaranteeing consistency in your e mail advertising efforts post-migration.

By following these steps, you may effectively switch and adapt your current Mailchimp e mail templates to ActiveCampaign, sustaining the acquainted feel and look of your communications whereas leveraging the improved capabilities of ActiveCampaign.

Section 3: Superior migration: Automation, varieties, and surveys

Migrating distinctive parts equivalent to surveys, varieties, and automations from Mailchimp to ActiveCampaign requires a strategic method, as they’ll’t be immediately imported and sometimes contain advanced configurations and personalised content material. 

Types (and surveys)

1. Overview your Mailchimp surveys and varieties: Begin by reviewing all of the varieties you’ve in Mailchimp. Be aware down their construction, questions, and forms of responses they collect. Since there’s no direct strategy to export and import the shape construction, you’ll must manually recreate them in ActiveCampaign.
2. Recreate varieties in ActiveCampaign: Click on on “Web site” after which “Create a brand new kind” to entry ActiveCampaign’s kind builder to copy the Mailchimp kind as intently as attainable to take care of consistency on your viewers. 
3. A number of varieties: Repeat for every kind or survey you want to recreate
4. Superior varieties: ActiveCampaign integrates with many third-party kind instruments in case your varieties or surveys are extra advanced than our kind builder gives.
5. Take a look at your kind earlier than going stay: As soon as your varieties are arrange in ActiveCampaign, totally check them to make sure they’re capturing knowledge precisely and the consumer expertise is easy.

Automations

1. Recreate automations in ActiveCampaign: Use ActiveCampaign’s sturdy automation options to rebuild your workflows. Consult with your unique Mailchimp automations or documentation to recreate your automations rapidly.
2. Enhance your automations: ActiveCampaign gives superior automation choices, so that you would possibly discover new methods to boost your unique automations.
3. Testing and optimization: After recreating your automations in ActiveCampaign, check them totally to make sure they set off and performance as meant. Use this chance to optimize the workflows for higher effectivity or personalization.

Migrating distinctive parts like surveys, varieties, and automations from Mailchimp to ActiveCampaign entails a mixture of handbook recreation and strategic planning. Guaranteeing a easy transition requires cautious documentation, replication of current setups, and thorough testing to take care of the integrity and effectiveness of your advertising campaigns.

Terminology in Mailchimp vs. ActiveCampaign

There are fairly just a few notable variations in terms of terminology in Mailchimp when in comparison with ActiveCampaign. For instance, in Mailchimp, you may add your viewers to a “group,” which is similar as including a “tag” in ActiveCampaign. One other instance is viewers vs. listing. Mailchimp’s “Viewers” represents the entire database of contacts together with their related knowledge. In distinction, ActiveCampaign’s “Checklist” pertains to a particular section of contacts inside the broader database.

There are additionally just a few phrases which might be frequent to each platforms, however have slight variations of their performance or choices obtainable. 

• Campaigns: In Mailchimp, “Campaigns” embody quite a lot of advertising efforts, together with e mail campaigns, advertisements, and social media posts. ActiveCampaign’s use of “Campaigns” refers particularly to focused e mail campaigns.
• Automation: Whereas each Mailchimp and ActiveCampaign characteristic “Automation” for sending sequences of triggered emails, ActiveCampaign gives extra intricate triggers and conditional logic for personalization.

Welcome to ActiveCampaign! What’s subsequent?

The journey from Mailchimp to ActiveCampaign marks the start of a brand new chapter in your e mail advertising efforts. This course of, whereas meticulous, opens the door to a world of superior options, refined focusing on, and elevated buyer engagement. As we’ve outlined, the steps from exporting your very important knowledge from Mailchimp to importing and revitalizing your campaigns in ActiveCampaign are structured to be seamless and safe.

We perceive that transitioning platforms can appear daunting, however with ActiveCampaign’s complete information and devoted help, you’re not alone. Now that you just’re geared up with the data of the method, it’s time to take the leap. 

Begin by organising your ActiveCampaign account, the place a 14-day free trial awaits to allow you to discover the interface and options with out dedication. Or, for those who’re prepared to leap in, contact our gross sales group and request a demo.

Begin your migration at this time and unlock the total potential of your e mail advertising with ActiveCampaign. It’s not nearly making a change; it’s about making a change for the higher. And keep in mind, our group is right here to help you at each step, guaranteeing that your transfer to ActiveCampaign is a convincing success. Welcome to the way forward for your e mail advertising journey.