How to switch from MailChimp?
1. Upload your MailChimp List to SendFox
Go into the Lists tab in the dashboard above and select the orange button called 'Create List'. You will be redirected to a page where you can insert the name of the list and select the button to 'Auto-Import from MailChimp'
You will then be asked to log into your account. Once you have done this, you can select the specific list you would like to import to SendFox:
Easy-peasy, you have just transferred your MailChimp subscriber over to SendFox 🎉
2. Transfer your Regular Campaign/Single Email to SendFox
Let's start by transferring over Regular Campaigns or Single Emails.
In your SendFox account and go into the Emails tab and select 'Create Email'.
In another tab of your browser, go into your Campaigns Tab in MailChimp and click on the name of the first campaign that you would like to transfer.
If the campaign you would like to transfer has already been sent, click on the name of the campaign and you will be redirected into the Campaign Preview Page:
Select all the information in your campaign and copy it (Command + C )
Go back into the web browser tab with you SendFox draft email and paste it into the editor. You will also have to manually input information about the campaign such as from name, from email and subject. You will also need to select the list you would like to send your email.
Even though your images have been successfully transferred to SendFox. We suggest that you go back into MailChimp and save these images to your computer. Then, go back into SendFox, delete the images that have been pasted and replace them by uploaded the same images you have saved to your computer. This is because the copy&pasted images will still be hosted by MailChimp and we want to avoid any errors occurring in your campaign.
Important:
- Note that this might not work for campaigns with more complicated structures and formatting. If this is the case, copy & paste your campaign into a Google Doc first where you can make adjustments to your campaign's formatting and structure before pasting it into a SendFox email campaign.
- Make sure to check your links are working and disconnect them if they are linked to any pages/forms that are hosted/managed by MailChimp.
- If your links are pdf or documents that you want to share with your subscribers but are being hosted by MailChimp. You can upload these files to Dropbox and use their shareable link instead.
- Make sure to change your personalization fields. SendFox's personalization fields are the following: {{contact.email}} - Display the email of the recipient; {{contact.first_name}} - Display the first name of the recipient; and {{contact.last_name}} - Display the last name of the recipient.
- If you want to create email banners, footers or graphic cards (an image in one card and the text on the other side) you can use Canva. They have various pre-designed templates that you can use to design these. After you are done with the design you can save it as an image and upload it to SendFox.
If the campaign you would like to transfer is still a 'draft', then you can select the Edit button. Afterwards, select the Edit Design option within the Content box. You will be directed to the page where MailChimp has it's different design blocks.
SendFox's email design is more straightforward and streamlined. So you will need to select each design block in MailChimp and copy & paste the information over to SendFox.
If something is not looking write, copy&paste your campaign into a Google Docs file to make adjustments. Once, you are happy paste this back into SendFox.
Once, you are done with your transfer and happy with how your email looks. Select the grey button in the top right corner to Schedule your email. After this remember to save and you are done 🎉
3. Transfer your Automation/ Sequences to SendFox
In your SendFox account and go into the Automations tab and select
In another tab of your browser, go into your Campaigns Tab in MailChimp and click on the name of a series that you would like to transfer.
Start by transferring the trigger of your automation/series. Once you see which list (adding a contact to) triggers the Automation, go back into SendFox. Click 'Create Automation Series' and select the list that will start the trigger (this mailing list should already be transferred to SendFox - see step 1 for more instructions on this).
After you have selected the list in SendFox, select the gray envelope button that appears below the trigger. This will redirect you into a page to draft the first email of your automation!
As you saw in step 2, formatting and creating Campaigns is different in SendFox compared to MailChimp. We have streamlined email creation to make it more user-friendly!
Go back into your MailChimp account and look for the first email in your series. Then select 'Design Email'.
To transfer to SendFox, you will need to start by clicking one-by-one the different design boxes in your campaign. You can then copy&paste into the SendFox draft email section your text.
Regarding images, we suggest that you save these to your computer. Then, go back into SendFox and upload them. This is if you copy&paste images from MailChimp they will still be hosted by them and we want to avoid any errors occurring in your campaign.
Important:
- Note that this might not work for campaigns with more complicated structures and formatting. If this is the case, copy & paste your campaign into a Google Doc first where you can make adjustments to your campaign's formatting and structure before pasting it into a SendFox email campaign.
- Make sure to check your links are working and disconnect them if they are linked to any pages/forms that are hosted/managed by MailChimp.
- If your links are pdf or documents that you want to share with your subscribers but are being hosted by MailChimp. You can upload these files to Dropbox and use their shareable link instead.
- Make sure to change your personalization fields. SendFox's personalization fields are the following: {{contact.email}} - Display the email of the recipient; {{contact.first_name}} - Display the first name of the recipient; and {{contact.last_name}} - Display the last name of the recipient.
- If you want to create email banners, footers or graphic cards (an image in one card and the text on the other side) you can use Canva. They have various pre-designed templates that you can use to design these. After you are done with the design you can save it as an image and upload it to SendFox.
Once you are happy with how your email looks, click save!
You will then be redirected to the Automations page. Here you can decide how long you want your first email to be delayed by clicking the orange text next to delay:
Before continuing, I recommend you click on the Save button (top-right), just in case 😉 you don't want to lose all the work you have done so far!
To continue the sequence, just click on the gray envelope button below and repeat the process in step 3 again!
If you are tagging or segmenting subscribers in your series, you can also do this in SendFox by clicking on the white tag button
By clicking this button, you will be able to segment/tag customers by adding them to a specific mailing list. You can segment customers according to when:
- Last email was sent
- Last email was open
- Last email was clicked
4. Transfer your Forms
Go back into your MailChimp dashboard, click on 'Lists' and then select 'Sign-up forms'. Then select 'Embedded Forms'.
Now, try to recreate this form in SendFox. Click on the 'More' tab in SendFox and then select 'Forms'.
In the Forms page, click on 'Create Form'. In your SendFox form, input the same criteria that you have in your MailChimp Form and then click 'Publish Form' at the end of the page.
When you have published your form, you will be redirected to a new page with an embeddable code that you can copy!
Once you have copied the embeddable code, go to the page on your website that has your MailChimp embeddable code. Delete MailChimp's code and replace it with the copied embeddable code that you just created in SendFox!
and Voila! Now all your subscribers that sign up via this form on your page will be automatically pulled into SendFox!
Repeat this process with all the other forms that you have linked to your MailChimp account.
If you send a follow-up email to subscribers that sign up to a form, you can easily do this with Automations (see step 3)
5. Transfer your Landing Pages
Go back into your MailChimp dashboard, click on 'Campaigns', go into 'View by type' select 'Landing Page'. Then select 'Embedded Forms'.
Click on the dropdown of 'View Reports' of the landing page you would like to transfer and select 'Edit'. When you have been redirected, select 'Edit Design'.
Go back into SendFox, click on 'Smart Pages' and then click 'Create Smart Page'
Keep in mind that SendFox's Landing Pages have the following default format:
So your image for the page will appear on the right-hand side and your content and form will appear on the left-hand side.
To transfer over your content from your MailChimp Landing Page, you have to go through each design block and copy and paste it into the Page Content box in your 'Create Landing Pages' page.
The easiest way to make adjustments to the formatting on your page content is to copy & paste your landing page content into a Google Doc first where you can make adjustments to your landing page's formatting and structure.
Once you have finished designing your Landing page click Save on the top right Now all you need to do is share the URL on your different social media channels 😃