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In spite of your company size and the volume of data to move, the migration process is a very complex job to deal with. At the very same time, it is an excellent time to re-evaluate your marketing strategies, see what needs to be improved, and consider brand-new trends, such as calling your clients through a various communication channel (how to import a template into active campaign).
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It is also essential to move the data gathered with the services you were using formerly, including your former ESP and any other third-party application. Note, the direction offered below will assist you through your contacts export from Active Campaign. Nevertheless, if you have any questions or require any support, we advise checking their Help Center or contacting their Assistance for the up-to-date information.
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The default fields exported from Active Campaign consist of Email address, First name, Last name, Telephone number, Status, Contact record created, IP address, User-agent, and Company. The other fields consist of Tags, List, Custom Fields, Accounts, and Scores. Keep in mind that the default date-added field will be set to the date when this contact was contributed to Omnisend.
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Nonetheless, you might add this details to Omnisend as a customized home and use it for your clients’ filtering. Ratings – given that this property is used by Active Campaigns to approximate your consumers’ engagement, we extremely suggest transferring it to Omnisend. Note that either the email address or the contact phone number should be offered; otherwise, the consumer will not be added to the platform.
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All info about each contact should go into one different row, and each column must contain a single type of info, e. g., First name, Surname, City, etc. Much like in the example: Omnisend accepts the following information types: String or Text, Boolean Date Number worth, Find more details on each of the data types here.
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The only problem might occur when importing the phone number, as it ought to be tape-recorded in the international format: +11231234567 (+ country-code area-code phone-number). Prior to publishing your contacts to Omnisend, guarantee you have the country codes and the + indications in the file. To inform Excel to treat this data as a text, not a function, you may add an apostrophe (‘ +1 …) or change the format of the cell to the text one.
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The import procedure consists of the following phases: Upload File, where you choose the file to upload Map, where you appoint the fields from the file to the ones readily available in Omnisend Organize, where you can choose whether you want to upload your customers with Active (Subscribed) or Unconfirmed (Non-subscribed) status.
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Evaluation that sums up the info taped with your contacts import. After choosing the file to submit, you require to map the fields from the file with default residential or commercial properties offered in Omnisend or designate them to the customized ones. All of the contacts added to your Omnisend account will get a source tag appointed immediately.
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If you publish the replicate contacts to Omnisend, we will just upgrade the information or include the missing one. After we sync the data from your store, you also need to specify the statuses all of your contacts had in Active Campaign. For example, the customer synced with subscribed status from your store could be unsubscribed in Active Campaign.
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The Birthday date field, taped as a customized home in Active Campaign, can be designated to the Default field in Omnisend. When transferring your contacts for the very first time, we suggest mapping all the fields available for the import. At this stage, you may specify what statuses imported contacts will have for Email and SMS (if you have phone numbers in the file) channels.
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Otherwise, your contacts will be added with Unconfirmed (Non-subscribed) status. Keep in mind that the Non-subscribed status varies from Unsubscribed. To include contacts with Unsubscribed status, we suggest uploading them with Active status and Unsubscribing in Omnisend. Keep in mind, that Omnisend prices are based on the variety of Subscribed (Active) contacts. Once you move your consumers and the information you have gathered, you require to discover how this info can be used and handled in Omnisend.
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Hence, we recommend exporting a few of the Sections in solid type and submitting them to Omnisend. Examine this article for the direction on your contacts import to the Section. All of the contacts that unsubscribe, bounce, or report your e-mails as spam are unsubscribed by Omnisend. In other words, we do not separate between bounced and unsubscribed contacts.
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For that reason, we recommend uploading the list of Bounced and Unsubscribed contacts with subscribed status however to a different Sector. Then to unsubscribe them in Omnisend, you ought to open the Sector -> choose all contacts, -> click on the Actions -> Unsubscribe. When starting with a new service, it is essential to invest a long time warming up your sender’s track record.
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In this tutorial, we’ll be taking the HTML code from a Postcards design template and including it to an email template in Active, Campaign. A Designmodo account An Active, Project account A full-screen editor that can open HTML files The main thing we need is a Postcards design template for the HTML code.
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Mine looks like this: Next, we want to export this and use the HTML code that’s generated. In the top right corner of the app, press “Export” and push “Download as zipping” There will be a choice called “Host images online.” Ensure this alternative is examined. Your screen should appear like this: Press “Download Zip” and draw out the file into a folder.
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Get in a name for your template and ensure the “Customized HTML” alternative is chosen for the design template type and after that press “Add” like this: After you push “Include” that ought to take you to a page that looks like this: Now we need the HTML code of the Postcards template – how to import a template into active campaign.