ActiveCampaign to Adaptive AI (Migration Guide)

This is a comprehensive guide to migrating key components from ActiveCampaign to Adaptive AI. The goal is to ensure a smooth transition, minimize data loss, and maintain the integrity of your marketing and sales processes.

IMPORTANT: Make sure you migrate all of the following components when switching over from

1. 1Forms 6. Automations

Migrate Contacts

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

Step 1: Export Contacts from ActiveCampaign

• Log in to ActiveCampaign and navigate to the Contacts section via the left-hand menu.
• Click the Export button located at the top right of the Contacts page.
• 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.
• Enter a name for the export file. Important: Avoid using special characters (e.g.,!, #, $) as these may cause issues when importing into Adaptive AI.
• 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 Adaptive AI Import

• Ensure all date fields in the CSV are in the YYYY-MM-DD format. This is essential for compatibility with Adaptive AI.
• Make sure the CSV file uses UTF-8 character encoding to properly handle special and accented characters.
• Remove any line breaks, emojis, and unnecessary special characters from the file. This step helps prevent import errors.
• Confirm that each contact in the CSV has a valid email address, as this is a required field for importing into Adaptive AI.

Step 3: Import Contacts into Adaptive AI

• Navigate to the Contacts section using the left-hand menu.
• Click the Import Contacts button.
• Select and upload the prepared CSV file.
• Adaptive AI will prompt you to map the fields from the CSV file to the corresponding fields in Adaptive AI. For example, map “First Name” in the CSV to “First Name” in Adaptive AI.
• 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.
• After mapping all fields and setting tags/lists, click Import. Adaptive AI 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 Adaptive AI 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 Adaptive AI, you may need to create a custom field in Adaptive AI before proceeding.

Migrate Deals (Opportunities)

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

Step 1: Export Deals from ActiveCampaign

• In ActiveCampaign, navigate to the Deals section via the left-hand menu.
• 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.
• Click the Export button, typically located in the gear icon menu at the top right.
• The system will generate a CSV file containing the deal data. Download this file for use in Adaptive AI.

Step 2: Prepare CSV for Adaptive AI Import

• Ensure that each deal has a corresponding contact in the Adaptive AI system. The CSV should include fields such as Deal Title, Value, Pipeline, Stage, Contact Name, and Deal Owner.
• Confirm that the data is consistent, especially for fields like Pipeline and Stage, which must align with the structures in Adaptive AI.

Step 3: Import Deals into Adaptive AI

• In Adaptive AI, go to Opportunities via the left-hand menu.
• Click the Import Opportunities button.
• Select and upload the CSV file.
• Map the CSV fields to the corresponding fields in Adaptive AI. For example, map “Deal Title” to “Opportunity Title.”
• Ensure that each deal is assigned to the correct pipeline and stage within Adaptive AI.
• After mapping the fields, click Import. The deals will be added to the specified pipeline in Adaptive AI.

Step 4: Post-Import Check

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

Migrate Email Templates

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

Step 1: Share Email Template from ActiveCampaign

• Navigate to in ActiveCampaign.
• Find the template you wish to migrate.
• 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 Adaptive AI

• In Adaptive AI, go to Marketing > Emails > Email Templates.
• Click Create New Template and select Import Template.
• Paste the ActiveCampaign template share link into the provided field.
• Give the template a name in Adaptive AI and click Create Template.

Step 3: Post-Import Check

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

Recreate Landing Pages

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

Step 1: Document Landing Page Details

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

Step 2: Rebuild Landing Page in Adaptive AI

• In Adaptive AI, go to Sites > Funnels/Websites.
• Select Create New Funnel/Website and choose a template or start with a blank page.
• Using Adaptive AI’s drag-and-drop builder, recreate the structure of the ActiveCampaign landing page. Add the content, images, and forms as needed.
• Go to Settings > Tracking Codes and add any necessary tracking codes (e.g., Google Analytics ID, Facebook Pixel).
• 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.

Migrate Forms

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

Step 1: Document Form Details

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

Step 2: Recreate Forms in Adaptive AI

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

Step 3: Post-Implementation Check

• Submit a test entry through the form to ensure that all actions (e.g., adding to lists, applying tags) are working correctly.
• Check that the form data is captured accurately in Adaptive AI, including any custom fields or tags.
• If the form is embedded on a landing page or website, ensure it displays correctly across different devices (desktop, tablet, mobile).

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 Adaptive AI using its Workflows feature.

Step 1: Document ActiveCampaign Automations

• 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.
• 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 Adaptive AI

• In Adaptive AI, navigate to Automation > Workflows.
• Click Create New Workflow and start by setting the entry trigger that matches the one in ActiveCampaign (e.g., form submission, tag added).
• 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.
• Adaptive AI 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.
• If the automation involves timed delays (e.g., wait for 1 day), ensure these are set up accurately in Adaptive AI.

Step 3: Test and Validate

• 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.
• After the test run, review the workflow reports in Adaptive AI to verify that the automation is performing as expected.
• 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

• Provide training for your team on how to use Adaptive AI effectively, especially focusing on differences from ActiveCampaign.
• Document any internal processes that have changed as a result of the migration to Adaptive AI.
• After all components have been migrated, double-check that all data (contacts, deals, email templates, etc.) has been transferred accurately and is complete.
• Ensure you have backups of all original data from ActiveCampaign before deleting or archiving it.
• If the migration impacts your customer-visible processes (e.g., changes to email templates or form submissions), consider notifying your contacts about the transition to avoid confusion.
• Regularly monitor the performance of workflows, email campaigns, and other automated processes in Adaptive AI to ensure they are working as intended.
• Use Adaptive AI’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 Adaptive AI?

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 Adaptive AI and map the fields correctly?

In Adaptive AI, 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 Adaptive AI?

Export deals from ActiveCampaign via Deals > Export, preparing a CSV with fields like Deal Title, Value, and Stage. In Adaptive AI, 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 Adaptive AI?

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

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

Document your ActiveCampaign landing page’s layout and tracking codes. In Adaptive AI, 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 Adaptive AI?

How do I migrate my automations from ActiveCampaign to Adaptive AI?

Document your ActiveCampaign automation’s triggers and actions. In Adaptive AI, 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 Adaptive AI workflows that I should know about?

Both systems support similar automation features, but Adaptive AI 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.