Editing Migrate (section)

== How much information can I migrate to ActiveCampaign? ==

ActiveCampaign offers a robust platform that simplifies email marketing, automation, and sales processes for businesses. One critical feature for users transitioning from another platform to ActiveCampaign is the '''Migrate''' feature. Understanding how much information you can migrate to ActiveCampaign is crucial for ensuring a smooth transition without data loss.

=== What is the Migrate feature and why it matters ===

The '''Migrate''' feature allows users to move their existing contacts, tags, and automation data into ActiveCampaign. This process is essential for businesses looking to retain their previous marketing efforts and customer relationships without losing valuable information. The ability to migrate data ensures continuity for businesses, enabling them to maintain ongoing campaigns and foster engagement with their contact lists.

=== How to access the Migrate feature ===

To access the '''Migrate''' feature in ActiveCampaign, you must be logged into your ActiveCampaign account. Typically, migration options are located within the settings or account management areas. If you are starting the migration process, you may be directed to the ***Migration Page*** as part of the onboarding process. 

=== Step-by-step instructions ===

1. **Log in** to your ActiveCampaign account.
2. Navigate to the settings area where migration options are available.
3. Follow the prompts to initiate the migration process.
4. Ensure you have documented your previous platform’s data structure to assist in accurately migrating relevant information.
5. Review the information on the Migration Page for specifics about what can be migrated.

It is essential to check for any potential limitations based on your current ActiveCampaign plan and monthly/annual payment schedule.

=== Configuration options and settings ===

When using the '''Migrate''' feature, several key factors determine the extent of your migration:

- **Contact limit**: The number of contacts you can migrate is limited based on your plan type. 
- **Plan type**: Users subscribed to different plans may have different migration capabilities. The plans are categorized as Starter, Plus, Pro, and Enterprise.
- **Payment schedule**: ActiveCampaign’s capability to migrate may vary depending on whether your payment structure is monthly or annual.

These configuration options will impact how much data you can transfer successfully.

=== Best practices and tips ===

- **Review your current data**: Before initiating a migration, conduct a thorough review of your existing contact lists and segmentation. This step helps prioritize what data is most relevant for migration.
- **Backup your data**: Always maintain a backup of your existing data prior to migration to safeguard against data loss.
- **Communicate with your team**: Ensure that team members are informed of the migration process and timeline to prepare for any changes in operational workflow.
- **Test migrations**: If possible, perform a test migration with a small segment of your data to identify and rectify any issues before conducting a full migration.

=== Common use cases with examples ===

1. **Transitioning from another email marketing service**: Companies moving from platforms like MailChimp or Constant Contact can effectively transfer their contact lists and ongoing communication schedules.
2. **Combining multiple accounts**: For businesses that have been using various accounts across different platforms, migration helps consolidate the data into one ActiveCampaign account, maintaining continuity and improving operational efficiency.
3. **Updating contact lists**: During migration, users can clean up their contact lists, removing duplicates and inactive contacts while importing the useful data.

=== Troubleshooting section ===

If you encounter issues during the migration process, consider the following tips:
- Review the contact limits based on your plan type to ensure compliance.
- Verify that the data formats from your previous platform are supported by ActiveCampaign.
- Check for internet connectivity issues that may interrupt the migration process.
- Consult the ActiveCampaign support team for unresolved inquiries.

=== Related features ===

You may also find the following features helpful during your migration process:
- [[Settings]]: Access your account settings to tailor the migration pass.
- [[Automations]]: Review how the migration impacts your existing automations post-migration.

=== FAQ section ===

'''Q1: What types of data can I migrate to ActiveCampaign?'''
A1: You can migrate contacts, tags, and automation data, depending on the limits of your selected plan.

'''Q2: Is there a limit to the number of contacts I can migrate?'''
A2: Yes, the number of contacts you can migrate is contingent on your ActiveCampaign plan type and payment schedule.

'''Q3: Can I migrate from any email marketing platform?'''
A3: ActiveCampaign supports migration from various platforms, but it’s essential to check if your specific platform is included.

'''Q4: How can I find more information about migration?'''
A4: Additional details can be found on the ***Migration Page*** on the ActiveCampaign website.

'''Q5: What happens if my data exceeds the contact limit during migration?'''
A5: If your data exceeds the contact limit, only the set number of contacts will be migrated, and others will need to be managed separately.

'''Q6: Does ActiveCampaign provide support during migration?'''
A6: Yes, ActiveCampaign offers customer support for queries related to the migration process.

'''Q7: Is it possible to schedule my migration?'''
A7: Migration scheduling may depend on support options, but it's typically best to execute migrations during off-peak hours to minimize disruptions.

For more information and specific instructions on migrating data, please visit the *Migration Page* on the ActiveCampaign website.
```