IMPORTANT:Make sure you migrate all of the following components when switching over from ActiveCampaign to GHL Customer Care.
1. Contacts
2. Deals (Opportunities)
3. Email Templates
4. Landing Pages
5. Forms
6. Automations

Contacts are the core of your marketing and CRM efforts. Migrating contacts involves exporting data from ActiveCampaign and importing it into GHL Customer Care. This process includes ensuring the data format is compatible, mapping fields correctly, and handling any potential errors.

Step 1:Export Contacts from ActiveCampaign

• Access Contacts: Log in to ActiveCampaign and navigate to the Contacts section via the left-hand menu.
• Initiate Export: Click the Export button located at the top right of the Contacts page.
• Select Fields: In the export options, select the fields you wish to include in the CSV file. Typically, you should include fields such as Email, First Name, Last Name, Phone Number, Tags, and any relevant custom fields.
• Name the Export: Enter a name for the export file. Important: Avoid using special characters (e.g., !, #, $) as these may cause issues when importing into GHL Customer Care.
• Download Export: Click Export. ActiveCampaign will generate a CSV file which you can download once it’s ready. This file will contain all the selected contact information.

Step 2: Prepare CSV for GHL Customer Care Import

• Check Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with GHL Customer Care.
• Encode Special Characters: Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters.
• Clean Up Data: Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors.
• Verify Email Addresses: Confirm that each contact in the CSV has a valid email address, as this is a required field for importing into GHL Customer Care.

Step 3: Import Contacts into GHL Customer Care

• Log in to GHL Customer Care: Navigate to the Contacts section using the left-hand menu.
• Start Import Process: Click the Import Contacts button.
• Upload CSV File: Select and upload the prepared CSV file.
• Map Fields: GHL Customer Care will prompt you to map the fields from the CSV file to the corresponding fields in GHL Customer Care. For example, map “First Name” in the CSV to “First Name” in GHL Customer Care.
• Assign Tags and Lists: During the import process, you can assign contacts to specific lists and apply tags. Consider applying a tag that indicates the source of the contacts, such as “Imported from ActiveCampaign.
• Complete Import: After mapping all fields and setting tags/lists, click Import. GHL Customer Care will process the import, and the contacts will be added to your account.

Step 4: Review Imported Data

• After the import is complete, review the data in GHL Customer Care to ensure all contacts and associated fields have been imported correctly.

Field Mapping Tip: Ensure all required fields are correctly mapped. If a field in your CSV does not have a corresponding field in GHL Customer Care, you may need to create a custom field in GHL Customer Care before proceeding.

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Migrate Deals (Opportunities)

Deals (referred to as Opportunities in GHL Customer Care) represent potential sales or transactions. Migrating deals involves exporting deal data from ActiveCampaign and importing it into the appropriate pipeline in GHL Customer Care.

Step 1: Export Deals from ActiveCampaign

• Access Deals: In ActiveCampaign, navigate to the Deals section via the left-hand menu.
• Filter Deals: Use filters at the top of the Deals page to narrow down the deals you wish to export. You can filter by status (Open, Won, Lost), pipeline, and other criteria.
• Initiate Export: Click the Export button, typically located in the gear icon menu at the top right.
• Download CSV: The system will generate a CSV file containing the deal data. Download this file for use in GHL Customer Care.

Step 2: Prepare CSV for GHL Customer Care Import

• Review Required Fields: Ensure that each deal has a corresponding contact in the GHL Customer Care system. The CSV should include fields such as Deal Title, Value, Pipeline, Stage, Contact Name, and Deal Owner.
• Data Consistency: Confirm that the data is consistent, especially for fields like Pipeline and Stage, which must align with the structures in GHL Customer Care.

Step 3: Import Deals into GHL Customer Care

• Navigate to Opportunities: In GHL Customer Care, go to Opportunities via the left-hand menu.
• Start Import Process: Click the Import Opportunities button.
• Upload CSV File: Select and upload the CSV file.
• Map Fields: Map the CSV fields to the corresponding fields in GHL Customer Care. For example, map “Deal Title” to “Opportunity Title.”
• Pipeline and Stage: Ensure that each deal is assigned to the correct pipeline and stage within GHL Customer Care.
• Complete Import: After mapping the fields, click Import. The deals will be added to the specified pipeline in GHL Customer Care.

Step 4: Post-Import Check

• After import, review the opportunities in GHL Customer Care to ensure all deals have been accurately imported, including their stage and assigned owner.

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Migrate Email Templates

Email templates are pre-designed emails used in campaigns and automations. These can be transferred from ActiveCampaign to GHL Customer Care using a share link.

Step 1: Share Email Template from ActiveCampaign

• Access Email Templates: Navigate to Campaigns > Campaign Templates in ActiveCampaign.
• Locate Template: Find the template you wish to migrate.
• Generate Share Link: Hover over the template, click the gear icon, and select Share. A window will appear with a share link. Copy this link.

Step 2: Import Email Template into GHL Customer Care

• Navigate to Email Templates: In GHL Customer Care, go to Marketing > Emails > Email Templates.
• Start Import Process: Click Create New Template and select Import Template.
• Paste Share Link: Paste the ActiveCampaign template share link into the provided field.
• Name the Template: Give the template a name in GHL Customer Care and click Create Template.

Step 3: Post-Import Check

• After importing, review the template in GHL Customer Care. Make any necessary customizations to align with your branding and campaign needs.

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Recreate Landing Pages

Landing pages are standalone web pages designed to capture leads or promote specific offers. While GHL Customer Care does not support direct import of landing pages, they can be manually recreated using GHL Customer Care’s page builder.

Step 1: Document Landing Page Details

• Export Content: Review the landing page in ActiveCampaign and note down its structure, content, and any tracking codes (e.g., Google Analytics, Facebook Pixel).
• Take Screenshots: Capture screenshots of the landing page layout for reference during the rebuild process.

Step 2: Rebuild Landing Page in GHL Customer Care

• Navigate to Page Builder: In GHL Customer Care, go to Sites > Funnels/Websites.
• Create New Page: Select Create New Funnel/Website and choose a template or start with a blank page.
• Recreate Structure: Using GHL Customer Care’s drag-and-drop builder, recreate the structure of the ActiveCampaign landing page. Add the content, images, and forms as needed.
• Add Tracking Codes: Go to Settings > Tracking Codes and add any necessary tracking codes (e.g., Google Analytics ID, Facebook Pixel).
• Customize and Publish: Customize the page’s theme, layout, and SEO settings. Once satisfied, click Publish.

Step 3: Post-Publish Check

• Ensure all links, forms, and tracking codes work correctly on the published page.

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Migrate Forms

Forms are used to collect information from leads and trigger automations. Forms from ActiveCampaign need to be recreated in GHL Customer Care’s form builder.

Step 1: Document Form Details

• Review Form Fields: In ActiveCampaign, note down the form fields, actions (e.g., add to list, apply tag), and any integrations.
• Capture Form Settings: Document any specific settings, such as form visibility, custom CSS, or conditional logic.

Step 2: Recreate Forms in GHL Customer Care

• Navigate to Form Builder: In GHL Customer Care, go to Sites > Forms.
• Create New Form: Click Create New Form and start adding fields that match those from the ActiveCampaign form.
• Configure Actions: Set up form actions such as adding contacts to a list, applying tags, or triggering workflows in GHL Customer Care.
• Embed Form: Once the form is built, you can embed it on a GHL Customer Care landing page or website by copying the embed code.

Step 3: Post-Implementation Check

• Test Form Submission: Submit a test entry through the form to ensure that all actions (e.g., adding to lists, applying tags) are working correctly.
• Verify Data Capture: Check that the form data is captured accurately in GHL Customer Care, including any custom fields or tags.
• Review Embedded Forms: If the form is embedded on a landing page or website, ensure it displays correctly across different devices (desktop, tablet, mobile).

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Recreate Automations

Automations in ActiveCampaign are sequences of actions triggered by specific events (e.g., form submission, tag application). Migrating automations involves manually recreating these workflows in GHL Customer Care using its Workflows feature.

Step 1: Document ActiveCampaign Automations

• Export Automation Details: If possible, export a visual representation or detailed breakdown of each automation from ActiveCampaign. If this is not available, manually document the triggers, actions, conditions, and end goals of each automation.
• Identify Key Elements: For each automation, identify key components such as entry triggers (e.g., contact added to a list), actions (e.g., send email, add tag), and any conditional logic (e.g., if/else branches).

Step 2: Recreate Automations in GHL Customer Care

• Access GHL Customer Care Workflows: In GHL Customer Care, navigate to Automation > Workflows.
• Create New Workflow: Click Create New Workflow and start by setting the entry trigger that matches the one in ActiveCampaign (e.g., form submission, tag added).
• Add Actions and Conditions: Recreate the sequence of actions from the ActiveCampaign automation. This may include sending emails, adding/removing tags, updating contact records, or moving deals through a pipeline.
• Use Conditional Logic: GHL Customer Care allows you to add conditional logic similar to ActiveCampaign’s if/else branches. Ensure that these conditions are correctly set up to guide contacts through different paths based on their behavior or attributes.
• Configure Timing: If the automation involves timed delays (e.g., wait for 1 day), ensure these are set up accurately in GHL Customer Care.

Step 3: Test and Validate

• Run Test Contacts: Create a test contact or use a segment of existing contacts to run through the newly created workflow. Monitor the process to ensure all actions are executed correctly.
• Check Workflow Reports: After the test run, review the workflow reports in GHL Customer Care to verify that the automation is performing as expected.
• Adjust as Necessary: If any part of the workflow does not behave as intended, make adjustments and re-test until the automation is functioning smoothly.

Additional Migration Considerations

Training and Documentation

• Internal Training: Provide training for your team on how to use GHL Customer Care effectively, especially focusing on differences from ActiveCampaign.
• Create Internal SOPs: Document any internal processes that have changed as a result of the migration to GHL Customer Care.

Data Integrity

• Double-Check Data: After all components have been migrated, double-check that all data (contacts, deals, email templates, etc.) has been transferred accurately and is complete.
• Backup Data: Ensure you have backups of all original data from ActiveCampaign before deleting or archiving it.

Customer Communication

• Notify Contacts: If the migration impacts your customer-facing processes (e.g., changes to email templates or form submissions), consider notifying your contacts about the transition to avoid confusion.

Ongoing Monitoring

• Monitor Performance: Regularly monitor the performance of workflows, email campaigns, and other automated processes in GHL Customer Care to ensure they are working as intended.
• Optimize: Use GHL Customer Care’s analytics and reporting tools to identify areas for optimization post-migration.

Frequently Asked Questions

How do I export my contacts from ActiveCampaign?

To export your contacts from ActiveCampaign, you need to log in to your ActiveCampaign account, navigate to the Contacts section, click the Export option, select which fields you want to include in the export such as Email, First Name, and Last Name, name your file while avoiding special characters, and download the resulting CSV file.

What do I need to do to prepare my contact data for import into GHL Customer Care?

Ensure dates are in YYYY-MM-DD format, use UTF-8 encoding for the CSV, remove line breaks and emojis, and confirm each contact has a valid email address. 

How do I import contacts into GHL Customer Care and map the fields correctly?

In GHL Customer Care, navigate to Contacts, click Import Contacts, upload your CSV, map the fields (e.g., “Email” to “Email”), assign tags or lists, and click Import. 

How can I migrate my deals (opportunities) from ActiveCampaign to GHL Customer Care?

Export deals from ActiveCampaign via Deals > Export, preparing a CSV with fields like Deal Title, Value, and Stage. In GHL Customer Care, go to Opportunities, click Import Opportunities, upload the CSV, map fields, and import into the correct pipeline. 

Is there a way to transfer email templates directly from ActiveCampaign to GHL Customer Care?

Yes, in ActiveCampaign, go to Campaigns > Campaign Templates, select a template, click the gear icon, choose Share, and copy the link. In GHL Customer Care, go to Marketing > Emails > Email Templates, select Import Template, paste the link, and create. 

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

Document your ActiveCampaign landing page’s layout and tracking codes. In GHL Customer Care, go to Sites > Funnels/Websites, create a new page, use the drag-and-drop builder to rebuild it, add tracking codes in Settings > Tracking Codes, and publish. 

What steps should I take to migrate my forms to GHL Customer Care?

Note your ActiveCampaign form’s fields and actions. In GHL Customer Care, go to Sites > Forms, create a new form, add matching fields, set actions (e.g., apply tags), and embed it on your pages. 

How do I migrate my automations from ActiveCampaign to GHL Customer Care?

Document your ActiveCampaign automation’s triggers and actions. In GHL Customer Care, go to Automation > Workflows, create a new workflow, set the trigger, add actions and conditions, and test it. 

Are there any differences between ActiveCampaign automations and GHL Customer Care workflows that I should know about?

Both systems support similar automation features, but GHL Customer Care uses workflows with a different interface and potentially unique triggers or actions. Review both platforms’ documentation and adapt your automations.

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

Follow the SOP’s steps, verify data formats and mappings, back up all ActiveCampaign data, review imported data for accuracy, and monitor workflows post-migration.