ActiveCampaign to HighLevel (Migration Guide)

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ActiveCampaign to HighLevel (Migration Guide) GHL Guide

1. What key components should I migrate from ActiveCampaign to HighLevel?

You should migrate your Contacts, Deals (Opportunities), Email Templates, Landing Pages, Forms, and Automations to ensure a smooth transition and maintain the integrity of your marketing and sales processes.

2. How do I migrate contacts from ActiveCampaign to HighLevel?

Export your contacts from ActiveCampaign as a CSV file, ensuring that you select all necessary fields (e.g., email, name, phone number, tags). Clean the CSV file by verifying date formats (YYYY-MM-DD), encoding special characters (UTF-8), and removing unnecessary characters. Then, import the prepared CSV file into HighLevel, mapping the fields correctly and assigning appropriate tags and lists. Finally, review the imported data to verify accuracy.

3. How are deals (opportunities) migrated from ActiveCampaign to HighLevel, and what's important to consider?

Export your deals from ActiveCampaign, filtering if needed. Ensure that the CSV includes crucial fields such as Deal Title, Value, Pipeline, Stage, and Contact Name. Prepare the CSV by ensuring data consistency, especially regarding Pipeline and Stage, which should align with HighLevel's structure. Then, import the CSV into HighLevel's Opportunities section, mapping the fields and assigning each deal to the correct pipeline and stage. Review the imported opportunities to confirm all data is accurate.

4. How do I migrate email templates from ActiveCampaign to HighLevel?

In ActiveCampaign, generate a share link for each email template you want to migrate. In HighLevel, import the template by pasting the share link into the provided field within the Email Templates section. Give the template a name in HighLevel and review/customize it as needed after importing.

5. How are landing pages and forms handled during the migration from ActiveCampaign to HighLevel?

HighLevel does not support direct import of landing pages and forms from ActiveCampaign. For landing pages, document the structure, content, and tracking codes from the ActiveCampaign page. Then, rebuild the landing page within HighLevel’s funnel/website builder using the drag-and-drop interface. Add tracking codes in HighLevel settings. For forms, document the form fields, actions, and settings in ActiveCampaign. Recreate the form in HighLevel's form builder, configure actions, and then embed the form on a HighLevel landing page or website.

6. How do I migrate automations from ActiveCampaign to HighLevel?

Document the details of your ActiveCampaign automations, including triggers, actions, conditions, and goals. In HighLevel, recreate these workflows within the Automation > Workflows section. Set up matching entry triggers, add actions and conditions, configure timing, and use conditional logic to mirror the ActiveCampaign automation. Thoroughly test and validate the new workflow in HighLevel.

7. What are the main advantages of using GoHighLevel compared to ActiveCampaign?

GoHighLevel is an all-in-one platform with a broader feature set, including CRM, funnel builder, website builder, SMS marketing, call tracking, reputation management, and more, eliminating the need for multiple third-party integrations, whereas ActiveCampaign focuses primarily on email marketing and requires additional tools for complete functionality. GoHighLevel is designed with agencies in mind with features such as white labeling.