Switch from Mailchimp to ConvertKit in 4 easy Steps

Email marketing is the lifeblood of your business. If you're an author, course creator, or business owner of any kind, you need a way to collect contact information from potential customers, readers or students so that you can communicate and build a relationship with them over time. 

Like most new business owners, you probably wanted to spend as little as possible because, let's face it, every dollar counts. You found out that you could collect email address with Mailchimp for free and that sounded like a pretty god deal to you at the time. 

But as time went on you started to feel limited in what you could do with the service. Trying to figure out how to do things that should be simple became a frustrating task that ate up hours of your time. Since Mailchimp counts subscribers multiple times if they sign up for more than one of your lists, you quickly hit your "free" account limit of 2,000 subscribers. 

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I went through this growing pain last year when I started getting serious about growing my online business. So I started looking for alternatives. Aweber seemed like a decent option, but I quickly ran into many of the same limitations that I was trying to get away from by leaving Mailchimp in the first place. 

I looked at half a dozen other services like Ontraport, Active Campaign, Infusionsoft, etc. and they seemed really complicated and EXPENSIVE! 

I needed a platform that was easy to use on my own without hiring an expert to get me up and running, but that had some of the more advanced features that the more expensive platforms had like the ability to create automation rules, deliver multiple lead magnets, and segregate my list so that I could custom tailor my marketing messages. 

That's when I found ConvertKit

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With ConvertKit you can create unlimited forms, automated sequences, standalone landing pages, live broadcast emails, and easily organize your subscribers using tags and segments. Best of all, you don't get charged multiple times for having the same subscribers on multiple lists like Mailchimp does. 

Their automation rules are sophisticated enough to allow you to create custom automated sequences that include or exclude subscribers based on certain criteria. For example, in my online course business, once a student purchases one of my courses, I can set up a rule that will prevent them from be bombarded by more sales emails for the same course. If you don't do this, you'll annoy your current customers pretty quickly and that's never good. 

Once I saw what this platform could do, I was sold. 

My next step was to figure out how to make the switch from Mailchimp to ConvertKit. I felt a little nervous about doing this at first, but it was easier than I expected. I'm going to walk you through each step that you'll need to take in this tutorial. 

Step 1: Create Your ConvertKit Account

The first thing you'll need to do is set up a ConvertKit account. You can get a 1 month free trial if you use my referral link. It doesn't cost anything extra for you, but I will receive a small commission if you use my link. Every little bit helps! This offer isn't available publicly so make sure you click the button below to get it!

Get started by creating your account. Just enter your email address and choose a password. 

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Next, you'll be asked to enter your billing information. Don't worry, you won't be charged until after your free 1 month trial ends. If you decide you don't like ConvertKit after trying it, you can always cancel your account before your trial is up and you won't be charged anything. 

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If you don't cancel your trial membership, you'll start getting charged for the service in 30 days. ConvertKit is $29 a month for up to 1,000 subscribers. If you have more than 1,000 subscribers you can view the different pricing tiers here

Step 2: Create Tags in ConvertKit for Each of Your Mailchimp Lists

In Mailchimp you organized your subscribers into different lists. 

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You can see in the example above that I have three different lists that I will want to import into ConvertKit, so I'll want to create a tag inside ConvertKit for each one so that I can keep them neat and organized when I switch them over. 

You can create a tag in ConvertKit by first going to the "Subscriber" menu.

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Next click the "+Create a tag" link at the bottom of the right hand column.

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You'll see a box appear where you can type in the name that you want to assign to the tag or category of subscibers. 

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Once you create your tag, it will appear in the tag list in the right hand column of dashboard.

Step 3: Export Your MailChimp Lists

Now it's time to log into your Mailchimp account and export each of your lists. 

Navigate to your "lists" page and click on your first list. 

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Next, click on "Export list." 

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Choose, "Export as CSV." 

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Mailchimp will send you an email with your exported list attached. You'll need to download before you continue. 

Step 4: Import Your CSV File Into ConvertKit

Now that you have downloaded your list from the email that Mailchimp sent you, head back over to ConvertKit and click on the "Subscriber" tab. 

Next, find the button that says "Import Subscribers" and click it. 

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Next, click on the option that says "tags" and then choose the tag that corresponds to the list that you are importing from Mailchimp. 

In my case, I'm importing "List #1" and so I want to click on the tag that says "List #1" that I already created. In Step #2. 

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Next, you'll need to drag your CSV file that Mailchimp sent you via email to the box that says "Select or drag-and-drop a CSV file." 

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And that's it! Just repeat the steps for each of your MailChimp lists. You can view your complete list of subscribers by clicking on the "Subscribers" menu at the top of your dashboard. You can view your individual lists by clicking on the tags located in the right hand column of the Subscriber page. 

ConvertKit makes it incredibly easy to import, export and manage your contact lists. 

Would you like to learn more about how to use ConvertKit to grow your online business? 

I'm putting together a FREE ConvertKit Masterclass that will walk you through the entire platform from creating simple forms and landing pages to planning complex email sequences and automations. 

FREE ConvertKit Masterclass coming soon!

FREE ConvertKit Masterclass coming soon!

The free tutorial is almost done. If you'd like me to send you an invite to the masterclass, just click the button below and enter your name and email. 

If you have any specific questions about ConvertKit that you'd like me to cover in the free masterclass, leave a comment below and I'll do my best to make sure you get an answer!