Here are some best practices to follow when migrating contact lists into the Presspage CRM to ensure a smooth and successful migration process:
Clean up your existing data
Before starting the migration process, it is important to ensure that your existing data is clean and accurate. This can be done by removing duplicate contacts, correcting any misspelled names or incorrect contact information, and verifying email addresses and phone numbers. Since the email address is the primary identifier of a contact within Presspage, all contacts need to contain at least an email address.
Create a mapping of your fields:
Creating a mapping of your fields is an important step in the migration process. This involves mapping the fields in your existing contact list to the corresponding fields in the Presspage CRM. This will ensure that all the information in your contact list is accurately transferred to Presspage.
Maintain your contact lists
Keep the contacts in their representative lists by exporting and importing the lists separately. Presspage allows imported contacts to be added to a new list or existing list, so you can maintain the same lists as in your old CRM.
Follow Presspage’s guidelines for formatting a .csv file:
- The email address is a unique identifier. An email address can only occur once in the database. The primary email address serves as a unique identifier, but a secondary and tertiary email address can be added as custom fields.
- The first row must be a header row, containing column names, such as "First Name", "Last Name", "Email Address."
- The field separator must be a comma or semicolon (, or ;).
- If there are fields that contain one of those separators, they must be wrapped by quotes (e.g. “val1,val2”).
- Use UTF-8 encoding.
For more information see: Guidelines for importing a .csv File in Email.
Test the migration:
Before migrating all contact lists, it is important to test the migration process. This can be done by migrating a small subset of your data first and verifying that the data has been migrated correctly. This will help you identify any issues before migrating all your data.
Train your team:
It is important to train your team on how to use the new CRM and ensure they understand the new system before the migration. This will help them use the new system effectively and avoid any errors or mistakes.
Import the contacts:
For full instructions on how to import contacts into the Presspage CRM, see: Add Contacts to your contact database. Contacts can be shared across accounts, and languages within that account. (Languages serve as an access-level).
Monitor and maintain:
After the migration is complete, it is important to monitor and maintain your new CRM. This involves regularly checking for accuracy and updating any changes in your contact list. Maintaining list hygiene is recommended after sending out each email campaign; hard bounced addresses should be checked and updated or removed where necessary as bounce rates may impact deliverability.