Typeform to Pinnacle Ai Migration Guide

This comprehensive guide outlines the steps to effectively migrate forms, surveys, and associated data from Typeform to Pinnacle Ai. The goal is to ensure a smooth transition while maximizing the use of Pinnacle Ai’s comprehensive features such as CRM integration, marketing automation, and advanced analytics.

IMPORTANT: Make sure you migrate all of the following components when switching over from Typeform to Pinnacle Ai:

• Forms
• Contacts
• Automations
• Domains & QR codes
• Reports

TABLE OF CONTENTS

• Migrate Forms
• Migrate Contacts
• Migrate Automation and Follow-Ups
• Migrate Form Domains & QR Codes
• Exporting and Generating New Data

Migrate Forms

Step 1: View TypeForms

1. Log in to TypeForm: Log in to access your Workspace and manage all forms and surveys.
2. View Form Questions: Click on each form to view each form question on the left side of the form preview screen.
3. Document Existing Automations: Review any existing automation sequences in Typeform, including form logic, calculations, email validation, and notifications.

Step 2: Recreate Questions in Pinnacle Ai

1. Log in to Pinnacle Ai: Go to Contacts > Settings > Custom Fields.
2. Recreate form questions: Add Custom Value Folders for all Form Questions. Manually add these as custom fields, matching their data types.

Step 3: Recreate Forms & Surveys in Pinnacle Ai

1. Recreate Forms and Surveys: Create individual forms and surveys and add their corresponding questions.
2. Recreate Form Design: Use Pinnacle Ai’s customization options to match the design and branding of the original TypeForm.
3. Add Form Builder Automations: Replicate any existing automation sequences in Typeform, including logic, calculations, and validations. Use Pinnacle Ai’s Form Builder and Automation steps as required.
4. Test Forms: Test forms to ensure they perform correctly.

Migrate Contacts

Step 1: Export Form Responses from Typeform

1. Export Typeform Data: Access their form in My Workspace, navigate to Results, and select Responses.
2. Download Data: Use the checkbox to select all responses and click the download icon at the top right to download responses in CSV format.

Step 2: Prepare CSV for Pinnacle Ai Import

1. Check Date Formats: Ensure all date fields in the CSV are in the YYYY-MM-DD format.
2. Encode Special Characters: Use UTF-8 encoding to properly handle special and accented characters.
3. Clean Up Data: Remove line breaks, emojis, and unnecessary special characters to prevent errors.
4. Recreate Custom Fields: Log in to Pinnacle Ai and navigate to Contacts > Settings > Custom Fields to add fields as needed.

Step 3: Import Contacts into Pinnacle Ai

1. Log in to Pinnacle Ai: Navigate to the Contacts section.
2. Start Import Process: Click the Import Contacts button and upload the prepared CSV file.
3. Map Fields: Map CSV fields to Pinnacle Ai fields. Add custom fields if needed.
4. Assign Tags and Lists: Assign tags, such as “Typeform Import,” during the import.
5. Complete Import: Click Import to complete the process.

Step 4: Review Imported Data

1. Review Data: Ensure all imported data is accurate and complete.
2. Cross-Check: Compare data in Pinnacle Ai with the original Typeform data.

Migrate Automation and Follow-Ups

Step 1: Review Existing Automations in TypeForm

1. Review Automations: Access Typeform settings and review all existing automation sequences, like follow-up messaging, integrations, and webhooks.

Step 2: Recreate Automations in Pinnacle Ai

1. Set up Triggers and Actions: Use Pinnacle Ai’s automation workflows to set up similar sequences that Typeform had, such as follow-up emails or CRM actions based on form responses.
2. Test Automations: Ensure that each automation triggers correctly when forms are submitted.

Migrate Form Domains & QR Codes

Step 1: Document and Remove TypeForm Domain

1. Document Custom Domain: Click the organization avatar and go to Admin settings.
2. Remove Custom Domain: Change the URL and confirm the removal.

Step 2: Add 301 Redirect in Pinnacle Ai

1. Set up Redirect: Go to Sites > URL Redirects in Pinnacle Ai.
2. Test Sharing and Accessibility: Verify that form accessibility across platforms is working correctly.

Step 3: Add API Domain in Pinnacle Ai

1. Rebrand Forms with Domains: Go to Settings > Business Profile to add your custom domain.

Step 4: Document Forms with QR Codes in Typeform

1. Access QR Codes: Log in to Typeform, open a form, and click Share to document the QR codes.

Step 5: Add QR Codes in Pinnacle Ai

1. Create QR Code: Go to Sites > QR Codes in Pinnacle Ai and create a QR code.
2. Attach Form URLs: Add HighLevel form URLs to the QR code and save for sharing and analytics purposes.

Exporting and Generating New Data

Step 1: Export Reports from TypeForm

1. Generate Report: Open your form and go to Results > Summary. Click Generate a report.
2. Show Open-Ended Questions: Toggle on answers to open-ended questions to include in the report.

Step 2: Save the Report as a PDF

1. Save as PDF: Click Print and select Save as PDF to save the report. Upload it to Cloud Storage for safekeeping.

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