ActiveCampaign to Stack

Welcome to your comprehensive guide for migrating from ActiveCampaign to Stack. Our aim is to ensure your transition is smooth, with minimal data loss and maintained marketing and sales processes.

Important: Ensure all the following components are migrated when switching from ActiveCampaign to Stack:

1. Contacts
2. Deals (Opportunities)
3. Email Templates
4. Landing Pages
5. Forms
6. Automations

Migrate Contacts

Contacts are the heart of your marketing and CRM efforts. Here’s how to migrate them to Stack:

Step 1: Export Contacts from ActiveCampaign

• Access Contacts: Log in to ActiveCampaign and navigate to the Contacts section.
• Initiate Export: Click the Export button on the Contacts page.
• Select Fields: Choose fields like Email, First Name, Last Name, Phone Number, Tags, and any custom fields for your CSV.
• Name the Export: Name your export file, avoiding special characters.
• Download Export: Click Export to generate and download the CSV file.

Step 2: Prepare CSV for Stack Import

• Check Date Formats: Ensure dates are in YYYY-MM-DD format.
• Encode Special Characters: Use UTF-8 encoding for special characters.
• Clean Up Data: Remove line breaks, emojis, and unnecessary characters.
• Verify Email Addresses: Ensure each contact has a valid email address.

Step 3: Import Contacts into Stack

• Log in to Stack: Navigate to Contacts.
• Start Import Process: Click the Import Contacts button.
• Upload CSV File: Select and upload your CSV.
• Map Fields: Match CSV fields to Stack fields.
• Assign Tags and Lists: Apply tags and assign contacts to lists.
• Complete Import: Click Import to add contacts to Stack.

Step 4: Review Imported Data

After importing, review your data in Stack to ensure all contacts and fields are correctly imported.

Migrate Deals (Opportunities)

Deals, or Opportunities in Stack, represent potential sales. Here’s how to migrate them:

Step 1: Export Deals from ActiveCampaign

• Access Deals: Navigate to the Deals section in ActiveCampaign.
• Filter Deals: Use filters to select the deals you want to export.
• Initiate Export: Click the Export button.
• Download CSV: Download the generated CSV file.

Step 2: Prepare CSV for Stack Import

• Review Required Fields: Ensure each deal has a corresponding contact in Stack.
• Data Consistency: Confirm data consistency for fields like Pipeline and Stage.

Step 3: Import Deals into Stack

• Navigate to Opportunities: Go to Opportunities in Stack.
• Start Import Process: Click Import Opportunities.
• Upload CSV File: Select and upload your CSV.
• Map Fields: Match CSV fields to Stack fields.
• Pipeline and Stage: Assign deals to the correct pipeline and stage.
• Complete Import: Click Import to add deals to Stack.

Step 4: Post-Import Check

Review opportunities in Stack to ensure all deals are accurately imported.

Migrate Email Templates

Email templates are essential for campaigns and automations. Here’s how to transfer them:

Step 1: Share Email Template from ActiveCampaign

• Access Email Templates: Go to Campaigns > Campaign Templates in ActiveCampaign.
• Locate Template: Find and hover over the template.
• Generate Share Link: Click the gear icon, select Share, and copy the link.

Step 2: Import Email Template into Stack

• Navigate to Email Templates: Go to Marketing > Emails > Email Templates in Stack.
• Start Import Process: Click Create New Template and select Import Template.
• Paste Share Link: Paste the ActiveCampaign template link.
• Name the Template: Name your template and click Create Template.

Step 3: Post-Import Check

Review and customize the template in Stack to align with your branding.

Recreate Landing Pages

Landing pages capture leads or promote offers. Recreate them in Stack using the page builder.

Step 1: Document Landing Page Details

• Export Content: Note down structure, content, and tracking codes.
• Take Screenshots: Capture the landing page layout for reference.

Step 2: Rebuild Landing Page in Stack

• Navigate to Page Builder: Go to Sites > Funnels/Websites in Stack.
• Create New Page: Choose a template or start from scratch.
• Recreate Structure: Use the drag-and-drop builder to rebuild the page.
• Add Tracking Codes: Insert tracking codes in Settings > Tracking Codes.
• Customize and Publish: Adjust theme and layout, then click Publish.

Step 3: Post-Publish Check

Ensure all links, forms, and tracking codes function correctly.

Migrate Forms

Forms collect lead information and trigger automations. Recreate them in Stack’s form builder.

Step 1: Document Form Details

• Review Form Fields: Note fields, actions, and integrations.
• Capture Form Settings: Document settings like visibility and logic.

Step 2: Recreate Forms in Stack

• Navigate to Form Builder: Go to Sites > Forms in Stack.
• Create New Form: Add fields matching the ActiveCampaign form.
• Configure Actions: Set actions like adding to lists or applying tags.
• Embed Form: Embed the form on a Stack page using the embed code.

Step 3: Post-Implementation Check

Test form submissions to ensure actions work correctly and data is captured accurately.

Recreate Automations

Automations are sequences triggered by events. Recreate them using Stack’s Workflows feature.

Step 1: Document ActiveCampaign Automations

• Export Automation Details: Document triggers, actions, and goals.
• Identify Key Elements: Note entry triggers, actions, and logic.

Step 2: Recreate Automations in Stack

• Access Stack Workflows: Go to Automation > Workflows in Stack.
• Create New Workflow: Set entry triggers and add actions.
• Use Conditional Logic: Set up if/else branches as needed.
• Configure Timing: Ensure timed delays are set accurately.

Step 3: Test and Validate

• Run Test Contacts: Test the workflow with sample contacts.
• Check Workflow Reports: Verify the automation performs as expected.
• Adjust as Necessary: Make adjustments and retest if needed.

Additional Migration Considerations

Data Integrity

• Double-Check Data: Ensure all data is transferred accurately.
• Backup Data: Keep backups of all original ActiveCampaign data.

Customer Communication

• Notify Contacts: Inform contacts of any changes affecting them.

Ongoing Monitoring

• Monitor Performance: Regularly check workflows and campaigns.
• Optimize: Use Stack’s analytics to identify optimization areas.

Frequently Asked Questions

How do I export my contacts from ActiveCampaign?

Log in to ActiveCampaign, navigate to Contacts, click Export, select fields, name your file, and download the CSV.

What do I need to do to prepare my contact data for import into Stack?

Ensure dates are in YYYY-MM-DD format, use UTF-8 encoding, remove line breaks and emojis, and verify email addresses.

How do I import contacts into Stack and map the fields correctly?

In Stack, go to Contacts, click Import Contacts, upload your CSV, map fields, assign tags or lists, and click Import.

How can I migrate my deals (opportunities) from ActiveCampaign to Stack?

Export deals from ActiveCampaign, prepare a CSV, and in Stack, go to Opportunities, click Import Opportunities, upload the CSV, map fields, and import.

Is there a way to transfer email templates directly from ActiveCampaign to Stack?

Yes, generate a share link in ActiveCampaign and use it to import the template in Stack.

How do I recreate my landing pages in Stack since direct import isn’t possible?

Document your page’s layout and tracking codes, then use Stack’s page builder to recreate and publish it.

What steps should I take to migrate my forms to Stack?

Document your form’s fields and actions, then recreate it in Stack’s form builder and embed it on your pages.

How do I migrate my automations from ActiveCampaign to Stack?

Document your automation’s details, then recreate it in Stack’s Workflows, setting triggers and actions.

What are some best practices to ensure data integrity during the migration?

Verify data formats and mappings, back up ActiveCampaign data, review imported data, and monitor workflows post-migration.