Contacts are at the heart of your studio management. They may represent parents, students, and prospective dancers. Migrating contacts involves exporting your data from ActiveCampaign and importing it into Enrollio.
Export Contacts from ActiveCampaign
Log in to ActiveCampaign and navigate to the Contacts section.
Click the Export button at the top right of the Contacts page.
In the export options, select the fields to include (for example: Email, First Name, Last Name, Phone Number, Tags, and any custom fields relevant to studio registration).
Name the export file (avoid special characters such as !, #, or $ as these may cause issues in Enrollio).
Download the generated CSV file containing your dance studio’s contact data.
Prepare CSV for Enrollio Import
Verify all date fields are in the YYYY-MM-DD format.
Ensure the CSV file uses UTF-8 character encoding, so special characters (such as accents in names) are preserved.
Clean up the data by removing unnecessary line breaks or emojis.
Confirm that all entries include a valid email address, a critical field for Enrollio.
Import Contacts into Enrollio
Log in to Enrollio and navigate to the Contacts section.
Start the import process by clicking the Import Contacts button.
Upload your prepared CSV file.
Map the fields from ActiveCampaign to Enrollio’s corresponding fields (for example, map “First Name” from your CSV to “First Name” in Enrollio).
Assign lists and tags as needed (for instance, tag contacts with “Studio Import” to indicate their origin).
Complete the import and review the results to ensure all contacts have transferred correctly.
Deals (or Opportunities in Enrollio) represent potential student enrollments or class bookings. Migrating these opportunities ensures you continue managing your enrollment pipeline without disruption.
Export Deals from ActiveCampaign
In ActiveCampaign, go to the Deals section.
Use available filters to choose the deals you wish to export (such as filtering by different enrollment statuses: New Inquiry, Confirmed, or Pending).
Click the Export button (usually found in the gear icon menu).
Download the resulting CSV file containing your current dance enrollment opportunities.
Prepare CSV for Enrollment Opportunities
Ensure that each deal corresponds to an existing contact in Enrollio.
Confirm that fields such as Deal Title, Value (tuition or enrollment fees), Pipeline, Stage, Contact Name, and Deal Owner are included and consistent with Enrollio’s structure.
Import Deals into Enrollio
In Enrollio, navigate to the Opportunities section.
Click the Import Opportunities button.
Upload the CSV file and map the CSV fields to the matching fields in Enrollio (e.g., map “Deal Title” to “Opportunity Title”).
Ensure each enrollment opportunity is assigned to the correct pipeline and stage.
Complete the import and review all opportunities to verify accuracy.
Email templates are critical for communicating class schedules, event updates, or registration confirmations. These can be transferred from ActiveCampaign to Enrollio using share links.
Share Email Template from ActiveCampaign
Navigate to Campaigns > Campaign Templates in ActiveCampaign.
Select the email template you wish to migrate (for example, a welcome email for new students or a class schedule reminder).
Hover over the chosen template, click the gear icon, and select Share.
Copy the generated share link.
Import Email Template into Enrollio
In Enrollio, go to Marketing > Emails > Email Templates.
Start the import process by clicking Create New Template and selecting Import Template.
Paste the ActiveCampaign template share link into the provided field.
Name the template appropriately (for example, “Welcome to Studio” or “Class Reminder”).
Create the template and then review it for any customizations or updates.
Landing pages are essential for promoting classes, scheduling open studios, or sharing event details. While Enrollio does not support direct import of landing pages, you can manually recreate them using Enrollio’s page builder.
Document Landing Page Details
Review the existing landing page in ActiveCampaign and note the layout, content, images, and any tracking codes (such as Google Analytics or Facebook Pixel).
Take screenshots of the current landing page design for reference.
Rebuild Landing Page in Enrollio
Navigate to the Page Builder in Enrollio (found under Sites > Funnels/Websites).
Create a new page—either choose a template or start from scratch.
Recreate the structure of your original landing page using the drag-and-drop builder. Add content, images, and embedded forms as needed to showcase class details and enrollment options.
Apply any tracking codes in Enrollio’s settings (for example, adding your Google Analytics ID or Facebook Pixel).
Customize the design to match your studio’s branding, then publish the page.
Post-Publish Check
Verify that all links, forms, and tracking codes function properly on the published landing page across different devices such as desktops, tablets, and smartphones.
Forms are used to collect enrollment information, trigger registration workflows, and gather other important data from your contacts. Migrating forms involves recreating them in Enrollio’s form builder.
Document Form Details
Review your forms in ActiveCampaign, noting down all fields (such as student name, parent contact details, class interests) and any actions or integrations (like adding contacts to specific class lists or applying tags).
Record any specific settings, such as form visibility, custom CSS, or conditional logic that might be in use.
Recreate Forms in Enrollio
In Enrollio, navigate to the Form Builder (located under Sites > Forms).
Create a new form and add fields that match the ones from your ActiveCampaign setup.
Configure actions for the form (for example, adding contacts to a list for a particular class, applying tags, or triggering automated follow-up emails).
Embed the form on your landing pages or studio website by copying Enrollio’s provided embed code.
Post-Implementation Check
Submit a test entry to verify that all configured actions—such as list segmentation and tag applications—are working as expected.
Ensure that all data is accurately captured in Enrollio, and check that the form displays properly on various devices.
Automations are sequences of actions that streamline your studio’s communication and enrollment process. In ActiveCampaign these automations could include welcome series for new enrollees, class booking confirmations, or follow-up reminders. In Enrollio, you will manually recreate these workflows using the Workflows feature.
Document ActiveCampaign Automations
Export any available visual representations or detailed breakdowns of your current automations.
Document key components such as the entry triggers (for example, a student signing up for a trial class), the specific actions (sending an email, updating contact status), and any conditional logic (if/else branches based on registration criteria).
Recreate Automations in Enrollio
Log in to Enrollio and navigate to Automation > Workflows.
Create a new workflow and start by setting the entry trigger that best matches your dance studio’s process (for instance, when a registration form is submitted or a tag is applied).
Add actions and conditions that mirror your ActiveCampaign setup (such as sending a welcome email, applying a tag like “New Enrollment”, or triggering a follow-up message for class attendance).
Use Enrollio’s conditional logic to direct contacts through appropriate enrollment paths.
Configure any necessary timing, such as adding delays between automated actions.
Test and Validate
Run a test using a contact who represents a prospective student or parent.
Monitor the workflow in Enrollio to ensure each action is executed correctly.
Review the workflow reports in Enrollio and adjust the automation as needed until it functions smoothly.
Internal Training and Documentation
Provide training for your team on how to navigate and use Enrollio effectively, highlighting differences from ActiveCampaign.
Document any new standard operating procedures (SOPs) that have evolved due to the migration.
Data Integrity
Double-check that all data—whether contacts, enrollment opportunities, email templates, or forms—has been transferred completely.
Ensure you have reliable backups of your original data from ActiveCampaign before archiving or deleting it.
Customer Communication
If the migration impacts any customer-facing processes (such as changes in form submissions or email notifications about class schedules), consider notifying your contacts to avoid confusion.
Ongoing Monitoring
Regularly monitor the performance of your workflows, email campaigns, and automation processes in Enrollio.
Use Enrollio’s analytics and reporting tools to track areas for potential optimization, ensuring your dance studio remains connected with its students and parents.
By carefully following this guide, your dance studio can successfully transition from ActiveCampaign to Enrollio. This migration will help streamline your administrative processes, keep your communication on point, and let you focus on what matters most—teaching dance and nurturing creativity in your students. Happy dancing and smooth transitioning to Enrollio!
