ActiveCampaign Migration Frequently Asked Questions (FAQ)
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This FAQ is to help answer questions related to the migration/importing of data from the Contacts database and Constant Contact into ActiveCampaign.
What Is ActiveCampaign?
ActiveCampaign is a CRM (Customer Relationship Management) tool and will be used to replace both the Contacts database and Constant Contact.
Will Contacts and Constant Contact Go Away?
Both Contacts and Constant Contact will no longer be used once we have converted everyone to ActiveCampaign. Once you are migrated to ActiveCampaign, you will still be able to access Contacts and Constant Contact for approximately six weeks, but we encourage you to only use them to confirm imported data. Any data changed in these applications will not be re-imported into ActiveCampaign.
When Will My County Be Migrated to ActiveCampaign?
We are in the process of importing counties and are notifying individual counties when we are ready to import your data. If you are ready to be imported and have not yet been contacted, please send a support request through the EIT Helpdesk letting us know that you are ready. We can usually get your data imported within about a week. We hope to have all counties migrated by June.
What Do I Need to Do to Get Ready to Switch to ActiveCampaign?
The most important thing that you will need to do is to determine which codes in Contacts and which lists in Constant Contact will need to be imported into ActiveCampaign. You can choose to migrate anywhere from nothing to all codes and lists. Just please make sure that you only import what we actually need.
What If I Have Questions About What I Need to Import?
If you have any questions, please contact the EIT Helpdesk at firstname.lastname@example.org. Someone will be reaching out directly to you to work on your migration process and you can work directly with that person once you have started the process. We will try to talk with each county to make sure that the import process runs smoothly.
How Will My Codes and Lists Be Used in ActiveCampaign?
Contacts database records are imported with the Code descriptions as a Tag in ActiveCampaign. Constant Contact Lists are imported with the list name as a Tag in ActiveCampaign. When your contacts are tagged in ActiveCampaign, each tag will be prefixed with your county name, e.g., “Sampson: Livestock.” This will help you to easily identify tags that belong to your county.
I Understand That Contacts Must Have an Email Address in ActiveCampaign. What Happens If My Contacts Do Not Have an Email Address?
Any contacts imported from the Contacts application that do not have an email address will be given a temporary email address so that they can be imported. The email will be in the form of email@example.com where the number corresponds to the record ID from Contacts. Any email sent to this email address will not fail, but will not be delivered to the contact.
What If People Share an Email Address?
Each contact in ActiveCampaign must have a unique email address. If you have data records in either Contacts or Constant Contact with identical emails, they will be merged together when imported. We will provide you with a list of these records with duplicate email addresses and you can update these duplicates once your data has been imported.
Can I Text Contacts From Within ActiveCampaign?
We are not currently supporting SMS text messages with ActiveCampaign, although we hope to provide that feature in the future. Individual records in the Contacts database could hold up to three phone numbers (mobile, home, and/or office). There are also three phone number fields in ActiveCampaign (Phone, Home, and Work). The ‘Phone’ field will be used for mobile phone numbers because ActiveCampaign also uses this field as the default field for SMS messaging. This prepares our data, should we add SMS service in the future.
How can I download an archive of my old Constant Contact newsletters?
- Log in to Constant Contact
- Click the Campaigns tab on the menu along the top
- Locate the Campaign that you would like to download
- Click the More button to the right of that campaign
- Select Print/Download
- Confirm that it says “Adobe PDF” in the file type section on the left.
- Click Download in the upper right.
If you are linking to Constant Contact newsletters on your website, please remember to update or remove these links.
How can I download my images and documents from the Constant Contact Library?
- Log in to Constant Contact
- Click on the Library tab on the menu along the top. If you don’t see Library, click on the three dots to reveal it
- You will have to click on each item to download them
- For images: click on the name of the image in the Library, right-click on the image and select the “save image as” option
- For documents: click on the name of the document in the Library, copy the file URL, and paste that into a browser window to open the document where it can be downloaded
How Can I Reference My Old Contacts Data Once the Application Is No Longer Available?
EIT will work with each county to make sure that you have a spreadsheet with all of your Contacts data before the application is turned off. You can use this spreadsheet to look back at old data that may not have been imported into ActiveCampaign.
What If I Am a Multi-County Agent? When Will I Get Access to ActiveCampaign?
Our normal process is to create accounts when an agent’s base county is migrated. Once all of your counties have migrated, you will have access to view all contacts from each county list where you have access. If your base county has not yet been imported and you need access to another county, please contact the EIT Helpdesk at firstname.lastname@example.org.
What If I Don’t Know Where to Start?
We have several ActiveCampaign orientation sessions coming up and everyone is invited to attend when you can. It is important to get a good understanding of the ActiveCampaign system so that you can determine what to import. You can find these ActiveCampaign sessions listed in XLMS: ActiveCampaign Training Sessions