Concierge Migration Form

ConvertKit Migrations Form (Light/Standard/Custom)

Your details
Tell us about yourself and your business
Name
First Name Last name
ConvertKit account email
If you haven't created an account yet, click here to sign up in a new tab.
How many subscribers are you moving to ConvertKit?
Current email provider
Other provider
If you don't see your current email provider in the dropdown above, tell us what service you're currently using here.
Your business website
This is the site we'll be installing all your ConvertKit forms on. If you have additional sites, click the plus icon to add them too!
Physical address
The CAN-SPAM act requires online businesses have a physical address in every email you send. For more information and CAN-SPAM and alternatives to adding your personal address, click here.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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Your forms and landing pages
Tell us about the sign-up forms or landing pages we will be replacing.
Form details
For each form please tell us:
1. The name of the form
2. The URL/location of the opt-in on your website
3. Thank you page, if applicable
4. Lead magnet or freebie, if applicable
5. List this opt-in needs to be added to
Example: Header form (on all pages), no Thank You page, PDF freebie (www.dropbox.com/yourfreebie), added to "Newsletter List"
Double Opt-In
We highly recommend sending a confirmation/double opt-in email with every opt-in sign up. If you plan on using single opt-in for any forms, please let us know which ones.
- Double opt-in for all forms
- Single opt-in for some forms
- Single opt-in for all forms
What are the names of those single opt-in forms?
Third-party form builders
Are you using a third-party form builder such as LeadPages, OptinMonster, Thrive Leads, Sumo, etc. What service do you use? What are the pages those forms are on? What list /tag are they associated with?
Your subscribers
Let's talk about the subscribers you're moving to ConvertKit
Lists
What are the names of all lists in Aweber that should be imported during your migration? If any should be combined or left behind altogether, please include that here as well.
Tags & lists
What are the names of all tags and lists in ActiveCampaign that should be imported during your migration? If any should be combined or left behind altogether, please include that here as well.
Tags, lists & custom fields
What are the names of all tags, lists, and custom fields in Drip that should be imported during your migration? If any should be combined or left behind altogether, please include that here as well.
Tags & lists
What are the names of all tags and lists in Infusionsoft/Keap that should be imported during your migration? If any should be combined or left behind altogether, please include that here as well.
Tags & lists
What are the names of all tags and lists in Mailchimp that should be imported during your migration? If any should be combined or left behind altogether, please include that here as well.
Tags, lists, groups & segments
What are the names of all tags, lists, groups or segments that should be imported during the migration process? If any should be combined or left behind altogether, please include that here as well.

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Your automated emails
Tell us about the automated emails that need to be migrated to ConvertKit
Workflows, rules and automated emails
List your workflows and rules, and any automated emails. We have the capacity to bring over 50 emails per migration. If your migration has a longer automated email series, we’ll ask that you help out with the process.
How do subscribers start the campaigns you listed above?
If subscribers enter campaigns after opting in to a form or being tagged, please list the form/tag to campaign connections below. If subscribers enter campaigns through Workflows or Rules, provide links to each automation in the field below.

Here are a couple examples:
“Join the Newsletter Form” adds subscribers to the “Welcome” email sequence
Product upsell automation - (add link to the automation here)
Your Campaigns
Tell us about the campaigns that need to be migrated to ConvertKit
Campaigns
List your campaigns here. We have the capacity to bring over 50 emails per migration. If your migration has a longer automated email series, we’ll ask that you help out with the process.
How do subscribers start the sequences you listed?
If subscribers enter the sequences after opting in to a form, help us match each form to its sequence below. And if subscribers enter a sequence through an automation, please provide links to each automation.

Example: “Join the Newsletter Form” adds subscribers to the “Welcome” email sequence
Your Campaigns
Tell us about the campaigns that need to be migrated to ConvertKit
Campaigns
List your campaigns here. We have the capacity to bring over 50 emails per migration. If your migration has a longer automated email series, we’ll ask that you help out with the process.
How do subscribers start the campaigns you listed?
If subscribers enter the sequences after opting in to a form, help us match each form to its sequence below. And if subscribers enter a sequence through an automation, please provide links to each automation.

Example: “Join the Newsletter Form” adds subscribers to the “Welcome” email sequence
Your Campaigns
Tell us about the campaigns that need to be migrated to ConvertKit
Campaigns
List your campaigns here. We have the capacity to bring over 50 emails per migration. If your migration has a longer automated email series, we’ll ask that you help out with the process.
How do subscribers start the campaigns you listed?
If subscribers enter the sequences after opting in to a form, help us match each form to its sequence below. And if subscribers enter a sequence through an automation, please provide links to each automation.

Example: “Join the Newsletter Form” adds subscribers to the “Welcome” email sequence
Your Campaigns
Tell us about the campaigns that need to be migrated to ConvertKit
Campaigns
List your campaigns here. We have the capacity to bring over 50 emails per migration. If your migration has a longer automated email series, we’ll ask that you help out with the process.
How do subscribers start the campaigns you listed?
If subscribers enter campaign sequences after opting in to a form, being tagged, or reaching a goal, please list the form/tag/goal to campaign sequence connections below. Please provide links to each full Campaign that should be migrated over below.

Example: “Join the Newsletter Form” adds subscribers to the “Welcome” email series
Your campaigns and auto-responders
Tell us about the campaigns and auto-responders that need to be migrated to ConvertKit
Campaigns
List the names of your email campaigns here. We have the capacity to bring over 50 emails per migration. If your migration has a longer automated email series, we’ll ask that you help out with the process.
Auto-responders
Are you currently sending any auto-responder email sequences? List them here.
How do subscribers start the campaigns you listed?
If subscribers enter sequences after opting in to a form or being tagged, please list the form/tag to sequence connections below. If subscribers enter sequences through automations, provide links to each automation in the field below.

Example: “Join the Newsletter Form” adds subscribers to the “Welcome” email series
Your campaigns and follow-up series
Tell us about the campaigns and follow-up series that need to be migrated to ConvertKit
Campaigns
List your email campaigns here. We have the capacity to bring over 50 emails per migration. If your migration has a longer automated email series, we’ll ask that you help out with the process.
Automated email sequences
Are you sending out any automated emails or ongoing sequences? List them here.
Follow-Up Series
Are you currently sending any follow-up series, sequences, or ongoing emails? List them here.
How do subscribers start the follow-up you listed?
If subscribers enter the series after opting in to a form, help us match each form to its follow-up series below. And if subscribers enter a legacy follow-up series through automations, please provide links to each automation.

Example: “Join the Newsletter Form” adds subscribers to the “Welcome” email series
Your email templates
Tell us about the email templates you would like us to recreate in ConvertKit for you.
Templates
What are the link(s) to the emails you’d like created as email templates in ConvertKit.
Template imagery
If you have an image file for your template, please add it here.
Drop files here or

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Let's start your migration

ConvertKit Migrations Form (Light/Standard/Custom)

Step 1 of 5 - Your Details

Your details

Your forms and landing pages

Your subscribers

Your automated emails

Your Campaigns

Your Campaigns

Your Campaigns

Your Campaigns

Your campaigns and auto-responders

Your campaigns and follow-up series

Your email templates

Your integrations

Account access

Last details