Once you have completed the switch from another service to ActiveCampaign, it’s important to review the information in your account before you start using it. Doing so will help you become more familiar with your new software, allow you to verify that all information was successfully transferred, and confirm that the information contained in your account is correct.
In this article, we’ll cover each item in your account that you should review and provide you with additional resources to help you understand your account and its features better.
Review the project plan notes from our Migrations Team (if applicable)
Once your migration is complete, our Migrations team will send you a completed project plan with the status of each task.* If anything had to be done differently or if there was an item that we weren’t able to migrate, it will be noted on your project plan.
*Project plan notes may not be sent for every completed migration.
- Review the number of contacts migrated. You can access the Contacts overview page by clicking “Contacts” located on the top navigation menu. The total number of contacts will be displayed on the top left of your account. This default view will show all contacts with any status type, however you can also filter by Active, Unconfirmed, Unsubscribed, and Bounced.
Overview of contacts
Organize your contacts
- Confirm tags migrated. All tags that were migrated will appear on the Tag Manager. To access the Tag Manager, click “Manage Tags” from the Contacts overview page. Here you will see the total number of tags at the top. Under that number, you will see all of your tags displayed. We will also show you how many contacts have been assigned that tag, and how many automations are using that tag.
Managing tags with the Tag Manager
Tagging best practices
Use tags to keep your contacts organized
Avoid a tagging crisis
- Review your exclusions list. An exclusion list is a list of contacts that you wish to exclude from your emails. This can be accessed by clicking the down caret next to the “Manage Tags” button on the Contacts overview page. You can use this feature to maintain a list of “bad” email addresses that includes contacts that unsubscribed, bounced, or issued a spam complaint on your previous email marketing platform. Maintaining a list of these email addresses can help prevent accidental imports of these contacts in the future.
- Review the appearance all campaigns migrated. Mainly, you’ll want to be sure that the appearance of your emails are consistent with how they appeared on your previous platform. You can view each campaign by clicking “Campaigns” from the top navigation menu, and clicking “Continue” for each campaign.
Creating and sending a campaign
Using the email designer to format a campaign
Use labels to organize your campaigns
- Confirm that the correct list and segment has been assigned to your campaigns. To make sure that the correct list and segment (if applicable) has been assigned to a campaign, go to the Campaigns overview page and click the “Continue” button for a campaign. From there, click the “List” tab located at the top of the page. The list that is checked is the list selected for the campaign send. More than one list can be selected, and contacts that appear on more than one list will not receive duplicate emails.
In addition, if any segments are being used, they will be listed here. If you wish to send a campaign to a segment, you can create one directly from this page by clicking the “Create New” button and following the prompts from there.
Click here to learn how to create a segment of a list.
- Test your campaigns. Testing your campaigns is very important; it allows you to see what your contacts will see when they receive your communication and helps you verify that links are redirecting to the correct webpages. You can also use testing to verify that personalization and conditional content are rendering correctly.
Testing your campaign
How we track opens
How we track link clicks
- Review the appearance of your templates. Similar to reviewing campaigns, you’ll want to make sure the the appearance of your templates is consistent with what you had on your previous platform. You can view each template by clicking “Campaigns” from the top navigation menu. Then click “Manage templates” which will bring you to the Templates page. Hover your mouse over a template then click “Preview” to quickly review it. This view will not allow you to make any edits. If you wish to make edits, go back to the templates page and hover your mouse over the template. Then, click “Edit.”
How to import a template from a sharing link
How to save a campaign as a template
- Test your templates. Testing your templates helps you see how the design will render in both desktop and mobile and will allow you to test links to make sure they are redirecting correctly. To test your template, go to the templates page in your account and hover your mouse over the template. Then click “Edit.” From there, click the gear icon that appears on the right. From here you can send a test email using the “Send Test Email” feature, perform an email client preview by clicking “Email Client Preview,” or view how the email looks on desktop and mobile by clicking “Desktop Preview.”
Note: This test will not render personalization or conditional content. To test personalization and conditional content, you’ll need to create a campaign that uses your template.
- Confirm that automations have been configured correctly. To access your automations, click “Automations” from the top navigation menu. To view an individual automation, click “Edit” for any automation. Once you have an automation open, click into each trigger and action to make sure they are correct.
Automation builder explained
Difference between Runs Once and Runs Multiple times when configuring an automation start trigger
How to rename an email in an automation
How to change the subject line for an automation email
How to edit an automation email
How to edit the from name and email address for an automation email
- Test your automations. Testing your automation is very important and allows you to see if your automation is working correctly. The best way to test your automation is to add test contacts to it. You’ll also need to make sure that you have access to the email addresses for each of your test contacts so that you can verify that emails are being delivered and are rendering correctly.
How to skip wait steps when testing an automation
- Make automations active. After you have tested your automation and confirmed that everything has been configured correctly, you can then make your automation active. By making your automation active, actual contacts can now be added to it and proceed through your workflow. To make an automation active from the Automations overview page, click the down caret for the automation and click “Make Active.” To make an automation active from the automation builder, simply click “Active” located on the top right of the screen.
How to share an automation
How to set user permissions within automations
- Confirm that list names are correct. To view your lists, click “Lists” located on the top navigation menu. All lists will be displayed on the Lists overview page. If you need to make any changes to the list name, click the down caret for that list. Then click “Edit.” A modal pop up will appear where you can type in a new name. You can also view/edit the website associated with this list and edit the subscription reminder message.
Beginner’s guide to lists
How to change a list name
When should I use multiple lists?
What is a list owner?
Lists vs. tags
- Confirm that number of active contacts is correct. The Lists overview page will show how many active contacts are in that list. To view the contacts on that list, click the list name. To view an individual contact in that list, click the contact’s name.
How to edit a single contact
How to add and remove contacts from a list
- Confirm that custom fields are correct. To view all custom fields and their associated personalization tags, click the “Manage Fields” button located on the Lists overview page. To edit any of the fields, click the “Edit” button.
Manage your custom fields
Delete a custom field
When to use custom fields and tags with Contacts
How to add a default value to a field
- Review segments. Segments have list-based permissions and are saved on the Lists overview page. You will want to check each segment to ensure that the segment conditions are correct and that the correct contacts are being displayed.
How to access your segments
How to edit a segment
How to create a segment
- Make sure the form names are correct. To access your forms, click “Forms” from the top navigation menu. The Forms overview page will list all forms. To change a form name, click edit for that form, then type the new name into the name field at the top of the page.
- Make sure forms are configured correctly. By that we mean making sure that the correct form actions are being used, that the double opt-in is enabled (if using), and that the submit message is correct.
How to create a form
Enabling double opt-in for a form
Enabling single opt-in for a form
How to change the message that appears when a contact submits your form
How to send contacts to your website when they submit your form
Guide to forms
- Preview the form to confirm appearance and that correct fields are being used. To preview a form, navigate to the Forms overview page and click Edit for your form. On the form builder, you can see which fields will be displayed in your form. You can add additional fields to your form by dragging and dropping them from the right side menu. To preview the form and test it, click “Integrate” then click “Link.” Copy and paste the form link into your browser and submit a test contact to it
Tips on using HTML and CSS in your form
How to add CAPTCHA to a form
How to make fields required in a form
- Review the opt-in confirmation email. If your form has double opt-in enabled, we recommend reviewing the opt-in confirmation email to make sure that the messaging is correct.
How to edit an opt-in confirmation email
Difference between a double opt-in and a single opt-in
- Add forms to your web assets. There are lots of different options for displaying a form. For example, you can embed the form code onto your website, use a Wordpress plugin, or add it to your Facebook page.
Guide to adding forms to your website
How to embed a form on your website
How to add a form to a Facebook page
Enable and test site tracking
Site tracking allows you to track a contact’s page visit. You can use this information to create segments, trigger an automation, adjust a contact or deal score and more.
Overview of site tracking
Learn how to set up site tracking
Guide to site tracking
Clean up your account after your migration is complete.
Review our guide on maintaining good deliverability after migrating to ActiveCampaign.
Review this help article on getting started resources.