This comprehensive guide outlines the process for migrating from Mailchimp to Actionera Marketing Portal, focusing on transferring email campaigns, contact lists, forms, and automation workflows. The objective is to ensure a smooth transition, leveraging Actionera Marketing Portal’s comprehensive CRM and marketing automation capabilities.
TABLE OF CONTENTS
- Preparation for Migration
- Migrate Contacts, Campaigns and Automations
- Migrate Forms and Landing Pages
- Email Campaign and Automation Migration
- Setup Integrations
- Final Checks and Team Training
- Decommissioning Mailchimp
Preparation for Migration
Step 1: Review Current Mailchimp Setup
- Identify Key Assets: List all audiences, email campaigns, automation workflows, and forms that need to be migrated.
- Document Design and Content: Take screenshots or notes of the design, content, and settings of each email and form to replicate them in Actionera Marketing Portal.
- Evaluate Data Volume: Assess the number of contacts and campaigns to be migrated.
Step 2: Define Migration Objectives
- Set Clear Goals: Identify the reasons for migrating to Actionera Marketing Portal, such as integrated CRM features, enhanced automation, or cost efficiency.
- Prioritize Critical Features: Focus on migrating the most critical features first to minimize disruptions.
Step 3: Prepare Backup
- Export Data from Mailchimp: Export all relevant data, including contact lists, email campaigns, and automation workflows.
- Backup Data: Ensure all exported data is securely backed up before starting the migration process.
Migrate Contacts, Campaigns and Automations
Step 1: Export Data from Mailchimp
- Export Contacts: Navigate to Audience > All contacts in Mailchimp. Export your audience data by selecting the relevant contacts and downloading them as CSV files.
- Export Email Campaigns: Access Campaigns > All Campaigns and export any reusable content or HTML templates.
- Export Automations: Document the settings of existing automation workflows, including triggers, actions, and segments.
Step 2: Import Contacts into Actionera Marketing Portal
- Import Contacts: In Actionera Marketing Portal, navigate to Contacts > Import Contacts and upload the CSV file(s) exported from Mailchimp.Map any custom fields to ensure that all data is correctly imported.
Migrate Forms and Landing Pages
Step 1: Recreate Forms in Actionera Marketing Portal
- Rebuild Forms: Use Actionera Marketing Portal’s Sites > Forms to recreate the forms from Mailchimp. Ensure that fields, validation rules, and submission actions match those used in Mailchimp.
- Embed Forms: Embed the recreated forms on your website or landing pages using the provided embed code.
Step 2: Recreate Landing Pages in Actionera Marketing Portal
- Rebuild Landing Pages: Navigate to Sites > Funnels in Actionera Marketing Portal to recreate the landing pages you had in Mailchimp. Use Actionera Marketing Portal’s templates or start from scratch to ensure the design matches your original pages.
- Publish Landing Pages: Connect a custom domain if needed, and publish the landing pages to make them live.
Email Campaign and Automation Migration
Step 3: Recreate Email Campaigns in Actionera Marketing Portal
- Choose a Template: In Actionera Marketing Portal, navigate to Marketing > Emails > Templates to select a suitable template or start from scratch.
- Recreate Content: Copy the text, images, and links from your Mailchimp emails into the Actionera Marketing Portal email builder. Ensure that the layout and design elements match the original Mailchimp campaigns.
- Set Up Unsubscribe Links: Use Actionera Marketing Portal’s built-in unsubscribe merge tags to comply with email regulations.
Step 4: Recreate Automations in Actionera Marketing Portal
- Rebuild Automation Workflows: Navigate to Automations > Workflows in Actionera Marketing Portal to recreate your Mailchimp automations. Set up triggers, actions, and conditions to match the original Mailchimp workflows.
- Use Pre-Built Recipes: Leverage Actionera Marketing Portal’s workflow recipes if they match any of your existing Mailchimp automations to save time.
Setup Integrations
Step 1: Reconnect Integrations in Actionera Marketing Portal
- Re-establish Email Integrations: Navigate to Settings > Integrations in Actionera Marketing Portal and reconnect any necessary third-party services (e.g., Zapier, social media platforms).
- Set Up Payment Processing (if applicable): If you were using e-commerce features in Mailchimp, set up payment gateways in Actionera Marketing Portal under Settings > Payments.
Step 2: Set Up Analytics
- Enable Tracking: Use Actionera Marketing Portal’s built-in analytics to monitor the performance of your email campaigns and landing pages.
- Implement Third-Party Analytics (if needed): Re-implement any tracking codes (e.g., Google Analytics) that were used in Mailchimp by navigating to Settings > Tracking.
Final Checks and Team Training
Step 1: Perform Final Data Validation
- Cross-Check Data: Verify that all contacts, email campaigns, and automation workflows have been successfully migrated and are functioning correctly in Actionera Marketing Portal.
- Test Email Campaigns: Ensure that emails are being sent correctly, including all personalization tags and unsubscribe links.
Step 2: Train Team Members
- Actionera Marketing Portal Training: Provide training to your team on how to use Actionera Marketing Portal’s email builder, workflows, and CRM features.
- Leverage Support Resources: Encourage your team to use Actionera Marketing Portal’s support and documentation for ongoing learning and troubleshooting.
Step 3: Monitor and Optimize
- Monitor Performance: Regularly check the performance of your campaigns and workflows in Actionera Marketing Portal, making any necessary adjustments.
- Continuous Improvement: Stay updated with Actionera Marketing Portal’s new features and updates to continually improve your setup.
Decommissioning Mailchimp
Step 1: Transition Period
- Run in Parallel: Consider running both Mailchimp and Actionera Marketing Portal in parallel for a short period to ensure a smooth transition.
- Gradual Phase-Out: Gradually phase out Mailchimp as you gain confidence in Actionera Marketing Portal’s capabilities.
Step 2: Cancel Mailchimp Subscription
- Final Data Backup: Ensure that all necessary data has been securely backed up before canceling your Mailchimp subscription.
- Official Cancellation: Follow Mailchimp’s process to cancel your subscription and terminate any associated services.
Step 3: Post-Migration Review
- Review Success: Evaluate the success of the migration, documenting any challenges and solutions.
- Ongoing Monitoring: Keep an eye on your Actionera Marketing Portal setup post-migration to catch and resolve any issues promptly.
