Migrating from Typeform to Enrollio

This guide walks you through migrating your forms, surveys, and data from Typeform to Enrollio. You'll learn how to recreate your forms, import parent contacts, set up automations, and transfer custom domains — all while taking advantage of Enrollio's built-in CRM and parent communication features.

Important: Plan to migrate all five components for a complete transition:
  1. Forms and surveys
  2. Parent contacts and responses
  3. Automations and follow-ups
  4. Custom domains and QR codes
  5. Reports and analytics

Migrate Your Forms

Start by documenting your existing Typeform questions and design, then recreate them in Enrollio.

Step 1: Document Your Typeform Setup

  1. Log in to Typeform and open your Workspace
  2. Click each form to view its questions in the left panel
  3. Take note of any conditional logic, calculations, or validation rules you've set up
  4. Screenshot or write down the form design and branding elements
[SCREENSHOT: Typeform workspace showing form list and question preview panel]

Step 2: Set Up Custom Fields in Enrollio

  1. Log in to Enrollio and go to Contacts > Settings > Custom Fields
  2. Create custom field folders to organize your form questions
  3. Add custom fields that match each Typeform question, selecting the appropriate field type (text, number, date, etc.)
[SCREENSHOT: Enrollio Custom Fields page showing how to add a new custom field]
Pro tip: Group related fields into folders (like "Tour Information" or "Enrollment Details") to keep your data organized.

Step 3: Recreate Your Forms in Enrollio

  1. Navigate to the Forms section in Enrollio
  2. Create a new form and add fields that correspond to your Typeform questions
  3. Use Enrollio's design options to match your original branding and colors
  4. Set up any conditional logic, validation rules, or calculations in the form builder
  5. Configure notifications and confirmations
  6. Test your form thoroughly before sharing it with parents
[SCREENSHOT: Enrollio form builder showing form creation interface with fields being added]

Migrate Parent Contacts

Import your form responses as parent contacts in Enrollio. Since Typeform doesn't require email or phone for every submission, you'll only import responses that include contact information.

Step 1: Export Your Typeform Data

  1. In Typeform, open your form from My Workspace
  2. Click Results > Responses
  3. Select all responses using the checkbox
  4. Click the download icon and save as CSV
[SCREENSHOT: Typeform Results page showing the download responses button]

Step 2: Prepare Your CSV File

Clean up your data before importing to avoid errors:

  1. Open the CSV in Excel or Google Sheets
  2. Format all dates as YYYY-MM-DD (for example, 2025-03-15)
  3. Remove line breaks, emojis, and special characters from text fields
  4. Save the file with UTF-8 encoding to preserve accented characters
  5. Verify that required fields like email and phone are present
Heads up: Enrollio requires either an email or phone number for each contact. Filter out any responses missing both before importing.

Step 3: Import Contacts into Enrollio

  1. Go to Contacts in the left menu
  2. Click Import Contacts
  3. Upload your prepared CSV file
  4. Map CSV columns to Enrollio fields — match "First Name" to "First Name", "Email" to "Email", etc.
  5. Create any missing custom fields if needed
  6. Add a tag like "Typeform Import" to identify these contacts
  7. Click Import to complete the process
[SCREENSHOT: Enrollio contact import screen showing field mapping interface]

Step 4: Verify Your Data

  1. Review a sample of imported contacts to ensure accuracy
  2. Check that custom fields populated correctly
  3. Compare contact counts between Typeform and Enrollio
  4. Look for any missing or incorrectly formatted data

Migrate Automations and Follow-Ups

Recreate your Typeform automations using Enrollio's automation builder. This is where you'll set up follow-up messages, notifications, and CRM actions based on form submissions.

Step 1: Document Typeform Automations

  1. In Typeform, click the gear icon to access settings
  2. Review any integrations, webhooks, or automated actions
  3. Note what happens after each form submission — emails sent, notifications triggered, etc.

Step 2: Build Automations in Enrollio

  1. Go to Automations in Enrollio
  2. Create a new automation triggered by form submission
  3. Add actions like:
    • Send confirmation email to parent
    • Notify your staff
    • Add parent to enrollment pipeline
    • Schedule a follow-up task
    • Add tags based on responses
  4. Test each automation by submitting test forms
[SCREENSHOT: Enrollio automation builder showing a form submission trigger with follow-up actions]
Pro tip: Use Enrollio's conditional logic in automations to send different messages based on form responses — like one message for tour requests and another for waitlist signups.

Migrate Custom Domains and QR Codes

Transfer your custom domain and recreate any QR codes so parents can still access your forms using familiar links.

Step 1: Document Your Typeform Domain

  1. In Typeform, click your organization avatar
  2. Go to Admin Settings
  3. Note your custom domain
  4. Remove the custom domain from Typeform by going to Change URL and selecting a different option

Step 2: Set Up URL Redirects

  1. In Enrollio, go to Sites > URL Redirects
  2. Create 301 redirects from your old Typeform URLs to your new Enrollio form URLs
  3. Test each redirect to ensure it works correctly
[SCREENSHOT: Enrollio URL Redirects page showing how to create a 301 redirect]

Step 3: Add Your Custom Domain

  1. Go to Settings > Business Profile
  2. Add your custom domain for forms
  3. Update your DNS settings as instructed by Enrollio
  4. Wait for DNS propagation (usually 24-48 hours)

Step 4: Recreate QR Codes

  1. In Typeform, document which forms have QR codes by going to Share on each form
  2. In Enrollio, go to Sites > QR Codes > Create QR Code
  3. Name your QR code and select Website as the type
  4. Enter your Enrollio form URL
  5. Download the QR code image
  6. Replace old QR codes on printed materials with your new ones
[SCREENSHOT: Enrollio QR code creation interface]
Track performance: Check QR code analytics at QR Codes > Analytics to see how many parents are scanning your codes.

Export and Save Typeform Reports

Before canceling Typeform, export any reports you want to keep for your records.

Important: Once you cancel your Typeform subscription, you'll lose access to reports and analytics. Export everything you need now.

Step 1: Generate Reports

  1. Open each form in Typeform
  2. Click Results > Summary
  3. Click Generate a Report
  4. Toggle on open-ended questions to include full responses

Step 2: Save as PDF

  1. Click the Print button
  2. In the print dialog, select Save as PDF
  3. Save the PDF to your computer or cloud storage
  4. Repeat for all forms you want to preserve

Next Steps

After completing your migration:

  • Update any links to forms on your website or social media
  • Notify your team about the new form URLs
  • Replace printed materials with new QR codes
  • Monitor your automations to ensure they're working correctly
  • Consider enhancing your forms with Enrollio features like pipeline triggers and appointment scheduling

Need help? Contact Enrollio support with any questions about your migration.