Switching email providers can be a lot of work, and we wanted to alleviate as much of the stress as possible, so that you can move over seamlessly and quickly.

To start you off on the right foot, here's a quick checklist, and then we'll dive into each point in detail:

ConvertKit's Quick Migration Checklist

  • Map the funnels.
  • Replicate the Subscriber Forms and sources.
  • Copy Sequences.
  • Match Sequences to Forms and Tags.
  • Replicate any automations (product purchases, etc).
  • Replicate Tags in CK to match lists/tags in old provider.
  • Create new Segments in CK.
  • Switch blog Forms and Subscriber sources to CK Forms.
  • Import Subscribers to match Tags in CK.
  • Send Broadcast!

Let's cover each one individually, and then we'll also point out some of the main ways ConvertKit features differ from other providers. (Yahoo!) Reading this is also a great way to understand the core functions of the feature set, and how to get started in the best way.

Mapping the Funnel

We start here, because understanding the funnel Subscribers go through is what we are re-creating in the big picture. You may not think you even have a funnel, but you do. Here's what we mean:

Basic Opt-in Funnel

  • A Subscriber opts in through the sidebar Form. 
  • Optional "thank you" page.
  • Receives confirmation email.
  • Optional content upgrade via file or url link.
  • Begins follow-up Sequence (also optional).
  • Added to Newsletter Segment.

Basic Product Funnel

  • Someone buys your product.
  • They are added to a "buyer" Tag.
  • Optional follow-up Sequence.
  • Added to "buyer" Segment.

Basic Content Upgrade Funnel

  • A Subscriber opts into your content upgrade Form.
  • Optional "thank you" page.
  • Receives confirmation email.
  • Content upgrade via file or url link.
  • Optional follow-up Sequence.
  • Added to Newsletter Segment.

Basically, each new Subscriber or customer goes through a specific funnel, and we need to know what they are.

To help clarify the funnels we created a spreadsheet that lays everything out. If you want to speed up your migration, fill out this sheet with each Form and Subscriber source on your site. Click here to view.

This is a public Google Sheet, so you need make a copy for your funnels.

The next step is diving into the main point of entry for any new Subscriber Forms.

Forms

Forms are the lifeblood of your ConvertKit account. Each new Subscriber will come through a Form and can be organized there for Sequences, Broadcasts, or sales pitches. (For the purpose of this guide, we'll use Forms to describe Landing Pages too, since they operate the same way.)

New Form Builder

You can create a Segment that gathers Subscribers in all applicable Forms and Tags. 

Segments

For each Subscriber source funnel, you will create a specific Form to start readers on their journey.

Replicating Forms and Sources

You still need to create a Form to "catch" the Subscribers in ConvertKit. What you don't need to worry about when connecting with a lead generating service is the designed content of the ConvertKit Form. You only need to match the fields (first name, email) in the ConvertKit Form with the fields you're requesting with the service.

NOTE: you don't need to create specific Forms to connect with the lead gen service. If they are going through the same funnel that is set up with another Form, you can use it here too.

Next: Form Settings

You can connect a Sequence to a Form like this. You can also start a Sequence on a specific date if you like. 

How To Start A Sequence On A Specific Day

There is a default "Thank You" page in ConvertKit, but we highly recommend using a page on your own site, to stay consistent. This can be selected as the Success Redirect URL in the Form's main settings.

If you have a single email welcome message or content upgrade, it will be delivered through the Incentive Email. This is a great way to deliver specific upgrades to posts and pages. Once a reader clicks the Confirm Subscription button, the upgrade can be delivered one of two ways:

1. File Download: We simply upload the file in the action box below the email text. Easy!

2. Success URL: Click on the URL button next to the upload file option. The option will flip and we will paste the URL there. A great option for existing content you want to keep leveraging.

Sequences

Whatever (MailChimp) automations, (Aweber) autoresponders, or (Infusionsoft) campaigns you have, it's almost always a matter of copy and paste. The process is not hard, but can be tedious, depending on the number of Sequences that need to be migrated.

A couple things to take note of.

  1. ConvertKit schedules Sequences based on days since last email. MailChimp and Aweber do the same. Just match the schedules.
  2. The ConvertKit Editor can handle header images, inline images, and hyperlinks. More on creating a custom template here

NOTE: We find that emails deliver better and have higher engagement when they are written like emails to friends, not when they look like mini-web pages. 

Match Sequences to Forms and sources.

Once the Sequences are migrated, they can be connected to Forms,  or to other Tags and Sequences with Automations. For example:

  • Reader Subscribes to Form, starts a Sequence.
  • A person buys a product on Gumroad, starts a Sequence specifically for buyers.
  • A reader in your pitch Sequence buys the product, and is taken off the pitch Sequence and added to the buyer Sequence.

Automations

Automations are how you keep Subscribers moving through the different sections of their journey. A few examples are:

If you're coming from MailChimp or Aweber, you probably don't have any, and that's one reason you're coming to ConvertKit!

Getting Started with Visual Automations

Replicate Old Lists as Tags in ConvertKit

Each list in your old provider will become a Tag in ConvertKit. We simply copy the old list name to the new Tag, export the data, and import to the matching Tag in ConvertKit. That's all!

Of course, that's easy for 5 lists or Tags. The more lists, the more tedious and time consuming the process becomes. If you can consolidate your Tags, this is the time to do it.

Create Subscriber Segments

We referenced this in the Form process, but Subscriber organization works much different on ConvertKit than other services. ConvertKit is Subscriber-centric, while MailChimp and Aweber (along with most others), are list-centric systems. 

You can create Segments that combine Tags and Forms, to target Subscribers. Here are a few examples:

  • A Newsletter Segment includes blog Forms, imported Subscriber Tags, and buyer Tags 
  • A Buyer Segment includes any Forms or Tags for Subscribers who have purchased from you
  • A Student Segment includes all the Tags from people who have bought Teachable courses
  • A Member Segment includes all the Tags from people who are a part of your membership community

Think of segments as different buckets that Forms, Landing Pages, and Tags are dropped into. Here's a quick visual sketch of the idea.

In ConvertKit, you are not charged for duplicate Subscribers. Just another perk of our Subscriber-centric platform!

Switch blog forms and subscriber sources to CK forms

Now you will go to each Form on your blog, and switch it to the new ConvertKit Form. Do the same for each source with a lead gen tool (LeadPages, Optin Monster, SumoMe). If you're simply using Wordpress and ConvertKit Forms, please read this article

This is where your funnel map is very useful. Simply go down the list and start checking them off!

Subscriber Import

This is the last step, even though it's fairly easy. The reason we wait until the end to import is so we don't miss anyone in the process of switching everything.

Switching the web Forms to ConvertKit is essentially turning off the Subscriber flow to your old provider. Now we know the lists are accurate and it's safe to import them to ConvertKit.

Concierge Migration 

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