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In Active, Project go to Contacts and sort by Tags or by lists. Make a list of each one you wish to export. We motivate you to simplify as much as possible and just bring over the Tags and lists you are currently using or sending to. Go to Contacts > Filter by Tag > Export to complete the process.
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See image below. Inside Convert, Package, click on the Grow tab, and after that select Customers. Next, click “+ Produce a Tag” in the sidebar. Provide your Tag a name (it can match the Tag you simply exported from AC). As soon as your Tag is conserved, click “Import Customers” in the sidebar.
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Select your newly created Tag to import into. Click Import Customers and wait. You’ll receive an e-mail once the import has ended up (check who got a email active campaign). It will typically start within about a minute, so if you revitalize the page you’ll see the Subscriber count on your Tag start to increase. By default, Convert, Kit only imports the Very first Name and Email address.
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Don’t worry about importing the same Subscriber several times (if they were in multiple tags in Active, Campaign). Convert, Set will simply use both (or all) of the Tags to that Customer and won’t create any duplicates. In Active, Campaign, your automated emails were called “campaigns”. In Convert, Kit, we call them “Sequences”.
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It can be tiresome, however it’s straightforward. When you paste the e-mail in to Transform, Set, you might see some boxes around the material. This is a result of Active, Project’s format differences. Because emails provide and transform much better when they appear like e-mails, you may need to paste the material in area by area.
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You can even alter days to hours for the preliminary messages or to automate that huge launch! This is a huge one. If you simply straight copy-paste your images into Convert, Package, they’re still pointing to Active, Project. What you want to do rather is download the image to your computer system, and after that re-upload, it directly to Convert, Kit.
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Despite your business size and the volume of information to move, the migration procedure is an extremely complex job to manage. At the very same time, it is an exceptional time to re-evaluate your marketing methods, see what needs to be improved, and think about brand-new patterns, such as contacting your clients through a different communication channel.
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It is also important to transfer the data collected with the services you were utilizing previously, including your previous ESP and any other third-party application. Keep in mind, that the instruction provided below will guide you through your contacts export from Active Campaign. Nevertheless, if you have any questions or require any help, we advise checking their Help Center or calling their Assistance for the current information.
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The default fields exported from Active Campaign include Email address, Given name, Last name, Phone number, Status, Contact record created, IP address, User-agent, and Company. The other fields consist of Tags, List, Custom Fields, Accounts, and Ratings. Keep in mind that the default date-added field will be set to the date when this contact was added to Omnisend – check who got a email active campaign.
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Nonetheless, you may include this info in Omnisend as a custom residential or commercial property and use it for your customers’ filtering. Ratings – given that this property is utilized by Active Projects to approximate your customers’ engagement, we extremely advise transferring it to Omnisend. Keep in mind that either the e-mail address or the contact number should be provided; otherwise, the client will not be added to the platform.
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All information about each contact must enter into one separate row, and each column needs to contain a single type of info, e. g., Given name, Surname, City, and so on. Similar to in the example: Omnisend accepts the following information types: String or Text, Boolean Date Number value, Find more information on each of the data types here.
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The only problem might emerge when importing the telephone number, as it should be taped in the worldwide format: +11231234567 (+ country-code area-code phone-number). Prior to publishing your contacts to Omnisend, guarantee you have the country codes and the + signs in the file. To inform Excel to treat this information as a text, not a function, you may include an apostrophe (‘+1 …) or change the format of the cell to the text one.
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The import process includes the following phases: Upload File, where you pick the file to submit Map, where you assign the fields from the file to the ones readily available in Omnisend Organize, where you can pick whether you wish to upload your clients with Active (Subscribed) or Unconfirmed (Non-subscribed) status.
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Review that summarizes the details tape-recorded with your contacts import. After selecting the file to upload, you require to map the fields from the file with default homes offered in Omnisend or assign them to the custom-made ones. All of the contacts contributed to your Omnisend account will get a source tag designated instantly.
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If you publish the replicate contacts to Omnisend, we will only update the details or add the missing one. After we sync the data from your shop, you also need to define the statuses all of your contacts had in Active Campaign. The consumer synced with subscribed status from your shop could be unsubscribed in Active Campaign.
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The Birthday date field, taped as a customized home in Active Campaign, can be assigned to the Default field in Omnisend. When moving your contacts for the very first time, we recommend mapping all the fields readily available for import. At this phase, you might define what statuses imported contacts will have for Email and SMS (if you have a telephone number in the file) channels.