Step 1: Preparing Your List
Before initiating the import process, it's essential to organize and tag your contacts to keep track of their origins:
Navigate to Settings: Access the settings in your account to manage your contacts more efficiently.
Create a Tag for Your List: As a preparatory step, create a new tag named “ActiveCampaign” (or another preferred identifier) to label all contacts coming from Active Campaign. This organization method will help you easily identify and manage these contacts within LeadDec later on.
Step 2: Exporting Your List from Active Campaign
To move your contacts from Active Campaign, you'll need to export them first:
Access Your Active Campaign List: Go to the list section within Active Campaign and locate the list you want to import into LeadDec.
Export the List: Select the option to export your list. Give your export file a clear name, such as “ActiveCampaignContacts,” to easily identify it later. Wait for the export process to complete and then download the file to your device.
Step 3: Importing Your List into LeadDec
With your list exported, it's now time to import it into LeadDec:
Navigate to Contacts: In LeadDec, go to the contacts section to begin the import process.
Import Contacts: Select the “Import” option and upload the file you exported from Active Campaign.
Match Columns: Ensure that the columns from your file (such as email, first name, last name, and phone number) correctly match LeadDec's fields. This step is crucial for maintaining the integrity of your data.
Adding Tags: When prompted, apply the “ActiveCampaign” tag you created earlier to all imported contacts. This action will categorize these contacts under the tag for easy identification and management.
Step 4: Updating Existing Contacts
LeadDec provides an option to update existing contacts if duplicate information is found during the import process. Choose to update records with the new data from your import file if an existing email or phone number matches, enriching your contact profiles with any additional information.
Finalizing the Import
Once you've matched all columns and chosen your preferences for duplicates, finalize the import process. LeadDec will now start importing your contacts, and you can monitor the progress directly. After the import, use the tag filter to view all contacts tagged with “ActiveCampaign” and engage with them as needed.
By following these steps, you can easily migrate your crucial email lists from Active Campaign to LeadDec, ensuring your marketing efforts remain seamless and organized. If you encounter any issues or have questions during the process, LeadDec’s support team is ready to assist.