Switching from Mailchimp to ConvertKit? Here’s what you need to do

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Mailchimp is amazing for so many reasons. That’s why we’re their partner, after all. We specialize in designing newsletter templates, connecting it to our client’s online stores and helping them use Mailchimp as a tool to boost sales and retain customers.

Sometimes though, Mailchimp is not the best tool for you. Especially if you’re a blogger or entrepreneur who has many different downloadables, freebies or ways of getting on your list. Mailchimp doesn’t let anyone sign up for same email list twice, so for each freebie, you’d have to have a separate list.

This becomes problematic when you want to send a newsletter out to everyone – not only do you need to do it separately for each list, but you risk sending the same newsletter twice to the same person (if they’re signed up for a few lists).

If that’s your problem – ConvertKit will perfect for you. It does have some limitations and doesn’t have the visual builder Mailchimp has, but still can be used beautifully and help you automate your email marketing and freebie delivery.

If you decided to switch from Mailchimp to ConvertKit, here are the things to remember and do before switching:


1. It is organised differently

Mailchimp has a separate list for each type of email opt-in or freebie you’d like to deliver. ConvertKit has one big list, with each email opt-in for each freebie being a form. You can have however many forms you’d like and tag people depending on what they signed up for. All those people will be signed for one and the same list though, which you can easily send newsletters to later on.

So if you have many different freebies, waitlists or services people sign up for, you can simply create separate forms for them and have them all organised, on one list. You will be able to filter them later creating segments, that allow you to email different content to different people, depending on what form they signed up for.


2. Newsletter templates work differently

In Mailchimp you can use a visual builder to drag & drop content for each email separately. In ConvertKit, you can have different templates that are HTML & CSS code and apply them to your emails. If you edit the template, it will affect all emails that use it.

You can design beautiful header, footer, style buttons and text, but you can’t edit it visually like on Mailchimp. The message of each email is written in a simple editor that allows you to insert files, images, text and links similarly to the WordPress editor.

You won’t be able to create multiple columns or content blocks looking differently without using the code.

It is possible to create beautiful, branded ConvertKit templates that are easy to use though, and we do it very well for our clients.

Switching from Mailchimp to ConvertKit? Here's what you need to do

ConvertKit newsletter design for All About Good Vibes.


3. Automations and sequences work differently

In Mailchimp, you can set automation sequences and set up an action that triggers it. For example, whenever someone purchases a specific product, you can send them a sequence of emails thanking them or asking for a review.

ConvertKit has more options of automations, sequences and rules, allowing you to sign subscribers up and out of sequences, moving them from one to another, adding tags and more. It’s all very smart and you can design it using their visual builder.

Switching from Mailchimp to ConvertKit? Here's what you need to do

Want to learn more about what’s possible in ConvertKit? Check out their automation guide.


4. Abandoned Cart email is not supported

If you’re an online shop owner, this functionality is very important to you. Done right, it can significantly improve your conversion rate, helping you recover unfinished orders. It basically sends the email telling users about the order they didn’t finish, sometimes offering a discount if they do finish it now.

ConvertKit doesn’t have this functionality, but don’t worry. You can use a simple WordPress or Shopify plugin to send the same email right from your website.


5. Importing subscribers is as easy as a few clicks

ConvertKit makes importing your subscribers, tags and other information super easy with their import wizard. It will guide you through the process and literally takes a few minutes.

Before you cancel your MailChimp account though, remember to replicate all sequences and automation in ConvertKit, so your subscribers receive uninterrupted service.



Need help switching from MailChimp to ConvertKit? We offer this service as an add-on to one of our design services.


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