Are you ready to migrate away from Infusionsoft and start using ActiveCampaign for your marketing automation & CRM? This guide will walk you through the basic steps required when you’re using AccessAlly as your membership site, LMS, and shopping cart.
If you don’t have a big enough email list for their migration services, you can import and do the set up manually.
Step 1: Import Contacts
The first step is to move your contact list from Infusionsoft to ActiveCampaign. If you have tags already applied to your contacts, make sure these are added to the users when you import them to ActiveCampaign.
For more detailed directions on this step, please see this tutorial: Migrating contacts from Infusionsoft.
Step 2: Emails & Automations
Next, it’s time to turn your Infusionsoft campaigns into the ActiveCampaign equivalent: automations. Once again, if you’re using the free migration service offered by ActiveCampaign, you won’t have to worry about this step: they’ll do it for you!
If you find yourself having to manually re-create the automations, you can follow this ActiveCampaign guide: Turning an Infusionsoft Campaign into an ActiveCampaign Automation
You may be wondering if the HTTP Post or Webhook URLs will stay the same when switching CRMs, and the answer is yes. The exact same URLs are used no matter which CRM you’re using, so the transition from one to another is just a direct mapping of campaigns.
NOTE: Pay special attention when creating your automations. Contacts who are mid-way through the campaigns in Infusionsoft will not be pleased if they start receiving duplicate emails as soon as you set up your ActiveCampaign account!
Step 3: E-Commerce & Order Form Setup
Since ActiveCampaign does not currently include an order form solution, this is where you will use AccessAlly’s order forms.
For most single-purchase products, the transition is fairly straightforward: create your order forms in AccessAlly, and use those to sell your products.
However, if you have been selling subscriptions (products with recurring payments) with Infusionsoft, you must decide how you are going to move forward, since there is no “migration” possibility.
Scenario 1: Use AccessAlly Subscriptions
If a client has a current Infusionsoft subscription (not purchased through an AccessAlly order form) then you WILL need to have them sign up again through the AccessAlly order forms/subscriptions. Otherwise, you will lose that subscriber’s payment details when you migrate off Infusionsoft.
Scenario 2: Downgrade Infusionsoft
If you do not wish to require your subscribers to re-purchase (since, presumably, not everyone will re-sign up), there is another option: remove all of the unnecessary contacts in your Infusionsoft account and then downgrade your Infusionsoft account to a smaller level with just your paying subscribers.
All new clients can subscribe via AccessAlly’s order forms, and you will simply keep the Infusionsoft account live long until the current subscribers eventually cancel.
This would require a longer transition period.
Learn how to set up subscriptions with AccessAlly here: How To Set Up Subscriptions (Recurring Payments) With AccessAlly
Step 4: Switch AccessAlly Integration Settings
Scenario 1: You already have AccessAlly connected to your Infusionsoft account
Next you will switch your “integrated CRM” inside AccessAlly, and update your API keys for the new CRM by going to AccessAlly > General Settings.
For a seamless transition, you will want to test the new setup before making it completely live.
The best way to do this is using a staging version of your site, where you can make sure that AccessAlly is properly integrated with your new CRM.
Once you’re satisfied, you can make the staging site “live”.
Scenario 2: You don’t have AccessAlly set up yet
If you don’t have AccessAlly yet, but plan to use it when you move to ActiveCampaign, wait until everything has been transferred to the new CRM.
Then, simply follow the Membership Site Setup Checklist to get started with AccessAlly.
Step 5: Run AccessAlly Migration Wizard
Finally, use AccessAlly’s Migration Wizard to sync your membership site contacts with your new CRM.
This will refresh Member IDs and make sure all your contacts have logins and the proper permissions in AccessAlly – and are totally synced with your new CRM.
Once you’ve run the Migration Wizard, make sure to send them a welcome email with new login details, if necessary.