Are you ready to take your email marketing game to the next level that integrates better with your other marketing efforts, and even sales efforts? Look no further than this step-by-step guide for migrating your contacts, configuring your email settings and website, and setting up a killer drip campaign.
Phase #1: Contact Migration
The first step in optimizing your email marketing strategy is to migrate your contacts from Mailchimp to HubSpot.
Start by exporting your subscribed contacts from Mailchimp and importing them into HubSpot, including all relevant data. Remember to also export unsubscribed contacts from Mailchimp to HubSpot as opted-out to ensure legal compliance.
Next, review your existing Mailchimp tags and lists and decide how to migrate, skip, merge, or otherwise configure them into HubSpot. Typically, moving them over as HubSpot lists will accomplish what you want.
Phase #2: Email Marketing Configuration
Next up, you’ll want to configure everything following best practices.
Ensure your footer information, subscription pages, subscription types, and DNS configuration are all set up correctly. If you know CSS, you might even style your subscription pages so they don’t look like the HubSpot default.
Next, migrate your email templates from Mailchimp to HubSpot. You’ll need to open up each template one at a time in Mailchimp, then recreate each in HubSpot manually.
If you have a bunch of Mailchimp templates, only convert the ones you think you’ll really use.
I typically recommend HubSpot users also set up a template that looks like a normal email from you, including your normal email signature.
Finally, migrate (or create) a drip campaign to help onboard new email subscribers.
Finally, create a drip campaign to onboard your customers.
Phase #3: Website Configuration
Ready to hook your website in?
This is going to vary from website to website, but generally, you can use HubSpot’s Tracking Code from the Tracking & Analytics section of your settings.
After doing that, test the most popular forms on your website and be sure those forms are feeding into HubSpot’s system. You can check them in Marketing > Lead Capture > Forms.
Phase #4: Training
The final step is to train your team. Schedule as many training sessions as you think your team needs to ensure that everyone is up to speed.
We recommend scheduling them when you’re actually working on Phase #3 to avoid unexpected delays.
You can expect this process to take anywhere from one to four months, depending on how many people are involved, whether you’re doing all of this yourself or have help, and whether you run into any unexpected delays or not.
Migrating from one email marketing platform to another can be a daunting task, but with this step-by-step guide and some hard work, the transition from Mailchimp to HubSpot can be a smooth one. However, we understand that not everyone has the time or resources to undertake this process alone. As both a Mailchimp Expert and a HubSpot Partner, our team is here to help you with your migration and email marketing strategy.
If you need help moving from Mailchimp to HubSpot, need help using either, or just want some general email marketing or digital marketing help, don’t hesitate to reach out to our team. We’re here to help you with your digital marketing needs. With the right approach and the support of our team, you can optimize your email marketing strategy and take it to the next level.