ConvertKit to Adaptive AI (Migration Guide)

This comprehensive guide is intended to help you migrate your email marketing, subscriber management, and automation workflows from ConvertKit to Adaptive AI. The goal is to ensure a smooth transition while leveraging Adaptive AI’s integrated CRM and advanced automation features.

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

to Adaptive AI. 1. Visual Automations 2. Subscribers (Contacts) 3. Forms 4. Landing Pages 5. Email Broadcasts 6. Commerce 7. Additional Data

Migrate Visual Automations

ConvertKit uses Visual Automations to create email funnels and automated workflows. In Adaptive AI, these are managed through the Workflows feature, which offers similar, if not more advanced, automation capabilities.

Step 1: Document Visual Automations

• In ConvertKit, document each visual automation, including the entry points (triggers), actions, events, and conditions.
• Take screenshots or notes on the specific flow of each automation to ensure accuracy when recreating it in Adaptive AI.

Step 2: Recreate Automations in Adaptive AI

• In Adaptive AI, go to.
• Click Create New Workflow and start setting up the workflow to replicate the automation from ConvertKit.
• Use Adaptive AI’s trigger options to match the entry points from ConvertKit (e.g., form submission, tag added, purchase made).
• Recreate the actions and conditions (e.g., send email, wait steps, if/else branches) to mirror the original automation flow.
• Once built, test the workflow in Adaptive AI to ensure all triggers, actions, and conditions work as expected.

Step 3: Post-Migration Check

• Set up a test contact to run through the workflow and verify that all steps function correctly, including email sends, tagging, and conditional branches.

Migrate Subscribers (Contacts)

Subscribers in ConvertKit are equivalent to contacts in Adaptive AI. Migrating subscribers involves exporting them from ConvertKit and importing them into Adaptive AI, including their tags and segmentation.

Step 1: Export Subscribers from ConvertKit

• In ConvertKit, go to.
• Click the checkbox at the top to select all subscribers. If you have more than 30 subscribers, make sure to confirm by clicking the link in the blue bar that appears.
• Choose Bulk to initiate the export. The file will be emailed to the account owner or can be downloaded directly from ConvertKit.

Step 2: Import Subscribers into Adaptive AI

• In Adaptive AI, go to.
• Upload the CSV file you exported from ConvertKit.
• Map the fields from the CSV to the appropriate fields in Adaptive AI (e.g., First Name, Last Name, Email, Tags).
• Use the tagging and segmentation information from ConvertKit to recreate similar segments and tags in Adaptive AI.

Step 3: Post-Migration Check

• Review the imported contacts in Adaptive AI to ensure that all data has been correctly mapped and segmented.

Migrate Forms

Forms in ConvertKit are used for lead capture and subscriber management. Adaptive AI’s form builder allows you to recreate these forms with additional integration into your CRM and automation workflows.

Step 1: Document Form Details

• In ConvertKit, document the forms you have created, including their fields, design, and settings such as redirect URLs, incentive emails, and reCAPTCHA.
• Note any custom fields used in the forms for data collection.

Step 2: Recreate Forms in Adaptive AI

• In Adaptive AI, navigate to.
• Click Create New Form and start by adding the fields used in your ConvertKit forms.
• Adjust the design elements such as background colors, fonts, and button styles to match the original forms.
• Configure form actions like redirecting after submission, sending a confirmation email, and applying tags.
• If the form triggers a workflow, ensure it is integrated with the corresponding Adaptive AI workflow.

Step 3: Post-Migration Check

• Submit a test entry through each form to verify that the data is correctly captured and triggers the appropriate workflows.

Migrate Landing Pages

ConvertKit’s landing pages are standalone pages used for lead generation. Adaptive AI allows you to recreate these landing pages with enhanced integration into your overall marketing strategy.

Step 1: Document Landing Page Details

• In ConvertKit, document each landing page, including the template used, content, custom images, and any integration with forms or automations.
• Note if any landing pages use a custom domain or subdomain.

Step 2: Recreate Landing Pages in Adaptive AI

• In Adaptive AI, go to and choose
• Choose a template that matches the layout and style of your ConvertKit landing page.
• Recreate the content, images, and design elements on the Adaptive AI landing page.
• Embed the forms created in Adaptive AI into the landing page and ensure they are correctly linked to workflows and contact lists.
• If you used a custom domain in ConvertKit, configure the same domain or subdomain in Adaptive AI.

Step 3: Post-Migration Check

• Preview the landing page and run a test to ensure that all elements work as expected, including form submissions and redirects.

Migrate Email Broadcasts

Email broadcasts in ConvertKit are similar to Adaptive AI’s email campaigns. You can recreate these broadcasts in Adaptive AI to continue your email marketing efforts.

Step 1: Document Email Broadcasts

• Document the email broadcasts you have sent in ConvertKit, including the subject lines, email content, and recipient segments.
• Save copies of any email templates used in ConvertKit broadcasts.

Step 2: Recreate Email Broadcasts in Adaptive AI

• In Adaptive AI, go to.
• Click Create New Campaign and set up the email broadcast, replicating the content and design from ConvertKit.
• Use the imported tags and segments to define the recipient list for the broadcast.
• Choose whether to send the broadcast immediately or schedule it for a later time.

Step 3: Post-Migration Check

• Send a test email to verify the design and content, ensuring it renders correctly across different email clients.

Migrate Commerce Features

ConvertKit offers tools for managing digital products and subscription payments. Adaptive AI’s payment integration features allow for similar functionality, integrated with its broader marketing and CRM capabilities.

Step 1: Document Commerce Products

• Record the URLs, custom domains, and settings for each product.

Step 2: Recreate Commerce Products in Adaptive AI

• In Adaptive AI, navigate to to set up new product pages or order forms.
• Set up digital product delivery or subscription management, ensuring customers receive their products automatically upon purchase.
• Link the product purchase to workflows for follow-up emails, upsells, or customer segmentation.

Step 3: Post-Migration Check

• Perform a test purchase to ensure the payment is processed correctly, and the product is delivered as intended.

Export Data from ConvertKit

Before fully transitioning, it’s essential to export any critical data from ConvertKit, such as subscriber lists and engagement metrics, for reference or import into Adaptive AI.

Step 1: Export Subscriber List

• In ConvertKit, go to and select under the Bulk Actions menu.
• The export file will be sent via email or can be downloaded directly from your ConvertKit account.

Step 2: Review Exported Data

• Open the exported CSV file to ensure all necessary information has been captured accurately, including subscriber details, tags, engagement metrics, and any custom fields. This data can be used to inform your strategy within Adaptive AI or for backup purposes.

Step 3: Import Data into Adaptive AI (Optional)

• If necessary, you can import additional data (beyond subscribers) into Adaptive AI, such as tags, engagement scores, or custom field data that was exported from ConvertKit.
• Ensure that any custom fields or unique data types from ConvertKit are correctly mapped and recreated within Adaptive AI.

Step 4: Post-Migration Check

• After the import, cross-check the data within Adaptive AI to ensure that all subscriber information and tags have been accurately imported and that there are no discrepancies.

Additional Considerations

• Provide training sessions for your team on how to use Adaptive AI effectively, with a focus on features that differ from ConvertKit. This may include understanding Adaptive AI’s CRM capabilities, multi-channel marketing options, and automation workflows.
• Ensure your team knows how to access Adaptive AI’s support resources and documentation to assist with any issues that may arise during or after the migration.
• Regularly monitor the performance of your email campaigns, automations, and landing pages within Adaptive AI to ensure they meet your expectations and perform as well or better than in ConvertKit.
• Retain a backup of your ConvertKit data even after the migration is complete. This ensures that you have access to historical data in case of discrepancies or for future reference.
• Review your data retention policies in Adaptive AI to ensure they align with your business needs and compliance requirements.

Frequently Asked Questions

How do I migrate my Visual Automations from ConvertKit to Adaptive AI?

Document each visual automation in ConvertKit, including entry points (triggers), actions, events, and conditions. Take screenshots or notes on the specific flow. In Adaptive AI, go to Automation > Workflows, create new workflows that replicate your ConvertKit automations, set up matching triggers, add actions and conditions, and test to ensure all steps function correctly.

How do I export subscribers from ConvertKit?

In ConvertKit, go to Subscribers > Grow, click the checkbox at the top to select all subscribers (if you have more than 30 subscribers, confirm by clicking the link in the blue bar), then choose Bulk Actions > Export. The file will be emailed to the account owner or can be downloaded directly from ConvertKit.

How do I import ConvertKit subscribers into Adaptive AI?

In Adaptive AI, go to Contacts > Import Contacts, upload the CSV file exported from ConvertKit, map the fields from the CSV to the appropriate fields in Adaptive AI (e.g., First Name, Last Name, Email, Tags), and use the tagging information to recreate similar segments in Adaptive AI. After importing, verify that all data has been correctly mapped and segmented.

How do I recreate my ConvertKit forms in Adaptive AI?

Document your ConvertKit forms, including fields, design, settings, and custom fields. In Adaptive AI, navigate to Sites > Forms, create new forms by adding the same fields, customize the design to match your original forms, configure form actions (redirects, confirmation emails, tags), and integrate with corresponding workflows. Test each form to verify data capture and workflow triggers.

How do I migrate landing pages from ConvertKit to Adaptive AI?

Document each landing page in ConvertKit, including templates, content, images, and domain settings. In Adaptive AI, go to Sites > Funnels/Websites, create new landing pages using similar templates, rebuild the content and design elements, embed your Adaptive AI forms, and configure any custom domain settings. Preview and test each landing page to ensure all elements work correctly.

How do I recreate my email broadcasts in Adaptive AI?

Document your ConvertKit email broadcasts, including subject lines, content, and recipient segments. Save copies of any email templates. In Adaptive AI, go to Marketing > Email Campaigns, create new campaigns replicating the content and design, use imported tags to define recipient lists, and schedule or send. Send test emails to verify proper rendering across email clients.

How do I migrate my digital products and commerce features?

What data should I export from ConvertKit before completing the migration?

Export your full subscriber list from ConvertKit (Subscribers > Grow > Export under Bulk Actions). Verify the exported CSV includes all necessary information: subscriber details, tags, engagement metrics, and custom fields. This data can inform your Adaptive AI strategy and serve as a backup. Consider exporting any other relevant data like campaign performance metrics for historical reference.

What post-migration checks should I perform to ensure everything is working properly?

Test contacts running through workflows to verify all automation steps function correctly. Review imported

contacts to ensure data mapped properly. Submit test entries through forms to verify data capture. Preview landing pages and test functionality. Send test emails to check rendering. Test product purchases to confirm correct processing and delivery. Cross-check all data in Adaptive AI against your ConvertKit exports.

What ongoing considerations should I keep in mind after migrating to Adaptive AI?

Provide training for your team on Adaptive AI's features, especially those different from ConvertKit. Ensure your team knows how to access Adaptive AI's support resources. Regularly monitor the performance of emails, automations, and landing pages. Use Adaptive AI's reporting tools to identify improvement areas. Retain backups of your ConvertKit data for historical reference. Review data retention policies in Adaptive AI for business needs and compliance.