This is a comprehensive guide to migrating key components from ActiveCampaign to Pinnacle 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 ActiveCampaign to Pinnacle Ai.
Contacts are the core of your marketing and CRM efforts. Migrating contacts involves exporting data from ActiveCampaign and importing it into Pinnacle Ai. This process includes ensuring the data format is compatible, mapping fields correctly, and handling any potential errors.
Field Mapping Tip: Ensure all required fields are correctly mapped. If a field in your CSV does not have a corresponding field in Pinnacle Ai, you may need to create a custom field in Pinnacle Ai before proceeding.
Deals (referred to as Opportunities in Pinnacle Ai) represent potential sales or transactions. Migrating deals involves exporting deal data from ActiveCampaign and importing it into the appropriate pipeline in Pinnacle Ai.
Email templates are pre-designed emails used in campaigns and automations. These can be transferred from ActiveCampaign to Pinnacle Ai using a share link.
Landing pages are standalone web pages designed to capture leads or promote specific offers. While Pinnacle Ai does not support direct import of landing pages, they can be manually recreated using Pinnacle Ai’s page builder.
Forms are used to collect information from leads and trigger automations. Forms from ActiveCampaign need to be recreated in Pinnacle Ai’s form builder.
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 Pinnacle Ai using its Workflows feature.