Frequently Asked Questions

You're super close to switching to ConvertKit, but you just need a little more information. This page is for you. If we don't answer your question here, please email

Not only will you get the answers you crave, but we'll also update these questions so those that come after you will benefit as well. Basically, you'll be a trailblazer. A trendsetter. Quite simply, by emailing us, you're making the world a better place.

Making the switch

When I switch to ConvertKit do my subscribers have to opt-in again?

No. We don't require you to go through that. We trust you (though we do have a checks in place to monitor open rates and all that). That said we do require that all your subscribers have opted-in at some point. So please don't try to bring over purchased lists or do anything spammy.

Can I import my existing subscribers into ConvertKit?

Yep, 95% of our customers switched to ConvertKit from another tool, so we've made it really easy to import subscribers.

Here's a video that walks you through the process: How to import email subscribers

Will you do the migration for me?

Yes! Though just on our mid-size and larger accounts (starting at $99/month). If you fit that category we'll switch over all your forms, courses, and subscribers.

If you'd like us to do the migration for you, just get in touch. You can learn more about migrations here.

“I signed up for ConvertKit in the morning and by the end of the day the team had all my opt-in forms, courses, and lists migrated over. I just sat back and watched them work.”

— Barron Cuadro, EffortlessGent

ConvertKit is more expensive than MailChimp/Aweber. Do you offer any discounts?

Yes, the list price for ConvertKit is a bit higher than MailChimp and Aweber, but you get a hell of a lot more features and functionality to help you grow your blog. The automations alone will make ConvertKit pay for itself.

But actually when you factor in that ConvertKit doesn't charge for duplicate subscribers when other providers do, you can actually save money and get a better service by making the switch.

Read more here: How ConvertKit can actually be cheaper than MailChimp and Aweber.

How should I go about making the switch?

The first step is a bit of prep-work to see where you're at with your current system and figure out what needs to be migrated:


  • Make a list of all your opt-in forms. I usually just do drop all the URLs into a list. If a form appears on multiple pages, but only once in the code (like in the sidebar) then I just list it once.
  • Decide which autoresponders or courses you want to switch over.
  • Decide which lists (most likely all of them) you want to move. Also note if there is any extra data (like groups in MailChimp) that you'd like to keep as tags in ConvertKit.


we recommend switching accounts in this order:

  1. Copy over the courses (autoresponders)
  2. Update the forms to point to ConvertKit
  3. Export and import your subscribers

Doing this order will make sure that you don't move your lists and still have subscribers going into the old system.

  1. Courses. Moving the courses is simply a game of copy and paste. Get your fingers ready for a lot of ctrl+c/ctrl+v action. I usually just pull up the old tool and ConvertKit side by side and just copy and paste between them. Make sure to switch out any personalization tags for ConvertKit's.
  2. Forms. Go down your list and create a new form in ConvertKit for each one—or at least one that either delivers unique content (like a PDF for a content upgrade) or you want separate stats. To save time customize one form and then duplicate it (under the form settings).Embedding the new forms is usually as easy as copying and pasting the one-line JavaScript embed into your site. You can also use the ConvertKit WordPress plugin.
  3. Subscribers. Export your subscribers into CSV files for each unique group. So you'd run each list as a separate export. Then create the tags in ConvertKit and start importing. Here's a video with more details.You'll probably have to run a handful of imports to get all your subscribers tagged properly in ConvertKit. But don't worry about duplicates: ConvertKit will only create one subscriber profile no matter how many times you import the same person.

If you run into any issues during this process, please don't hesitate to contact support.

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