Kartra to Stack

Welcome to your comprehensive guide for transitioning from Kartra to Stack. This guide will walk you through the steps to transfer your contacts, courses, websites, automation, and other key assets, ensuring a smooth transition and full utilization of Stack’s advanced marketing and CRM features.

Migration Preparation

Step 1: Review Current Kartra Setup

Identify Key Assets: Make a list of essential assets in Kartra, such as leads/contacts, automations, courses, and websites.
Document Workflows: Note all automation rules, sequences, and communication setups critical for ongoing operations.
Evaluate Data Volume: Assess the amount of content (videos, documents, etc.) and data (contacts, sequences) to be migrated.

Step 2: Define Migration Objectives

Set Clear Goals: Determine your key objectives for migrating to Stack, such as enhanced automation capabilities, integrated CRM, or better pricing.
Prioritize Critical Features: Focus on migrating the most essential features first to ensure continuity in your operations.

Step 3: Prepare Backup

Export Data from Kartra: Export all necessary data, including contact lists, emails, and course materials.
Backup Data: Ensure that all exported data is securely backed up before beginning the migration process.

Export Contacts

Step 1: Export Contacts from Kartra

Navigate to Contacts: Go to Communications > Leads in Kartra.
Select Contacts: Choose the leads/contacts you wish to export by ticking the checkboxes.
Export Data: From the dropdown menu, select Export to download the contacts as a CSV file. Ensure the export includes important fields such as email addresses, phone numbers, and custom fields.
Verify File Integrity: Review the CSV file to ensure all necessary contact data, including custom fields, tags, and lists, have been exported.

Step 2: Prepare CSV for Stack Import

Check Data Formats: Ensure all date fields follow the YYYY-MM-DD format for compatibility with Stack.
Encode Special Characters: Make sure the file uses UTF-8 character encoding to handle special and accented characters.
Clean Data: Remove any unnecessary characters (e.g., line breaks, emojis) and empty columns to prevent import errors.

Step 3: Import Contacts into Stack

Log in to Stack: Navigate to Contacts > Import Contacts.
Upload CSV File: Select and upload the CSV file. Ensure that all required fields, such as first name, last name, email, and phone number, are properly mapped to the corresponding fields in Stack.
Map Custom Fields: If Kartra includes any custom fields, create those fields in Stack by navigating to Contacts > Settings > Custom Fields before importing the data.
Assign Tags and Lists: Use Stack’s tagging and list functionalities to organize contacts according to Kartra’s segmentation structure, such as Kartra Import tags.

Migrate Courses

Step 1: Export Course Content from Kartra

Navigate to Memberships Section: In Kartra, go to My Memberships to locate course content.
Export Videos and PDFs: Download all video lessons and documents from the Memberships section to ensure you have all the necessary content for migration. Back up these files for safekeeping.
Export Quizzes and Surveys: If your courses contain quizzes or assessments, document or manually export these to replicate them in Stack.

Step 2: Prepare Course Materials for Stack

Plan the Migration: Start the migration during off-hours to minimize disruption for learners and keep the process smooth.
Organize Course Content: Group exported content by module, making it easier to recreate in Stack.
Check File Compatibility: Ensure media files (e.g., MP4 for videos, PDF for documents) are compatible with Stack’s upload limits and formats.

Migrate Offers and Automations

Step 1: Review Existing Kartra Offers and Automations

List Active Offers: Identify all current offers, including free and paid, along with their pricing structures and payment gateways.
Document Automations: Ensure you have a clear record of all automation rules, such as email sequences, tags, and trigger-based actions.

Step 2: Recreate Offers in Stack

Set Up Offers: Navigate to Funnels & Websites > Products in Stack and create offers that correspond to those in Kartra, setting up payment gateways and pricing as needed.
Grant Access to Offers: Manage offer access by assigning them to specific contacts or groups, mirroring the setup in Kartra.

Migrate Calendars

Step 1: Review Existing Calendars

Document All Events: Compile a comprehensive list of all current calendar events, including:
- Appointments: Detail the nature, frequency, and participants of each appointment.
- Bookings: Note any bookings related to services or products, including time slots and duration.
- Recurring Events: Identify any recurring events, specifying their schedules and associated details.

Step 2: Recreate Calendars in Stack

Create Stack Calendars: Navigate to Calendars in Stack. Set up each calendar to match those in Kartra, ensuring all settings align with your previous configurations, such as reminders, assigned users, and meeting locations.
Add Calendar Integrations: Sync your Google or Outlook calendars with Stack to facilitate seamless management of appointments across platforms.
Set Up Recurring Appointments: For repeating events, manually configure recurrence rules in the Stack calendar settings to match the existing setup in Kartra.
Preview and Test: Verify that your new calendars work as expected by comparing them with the existing Kartra setup, ensuring that all functionalities are intact.
Align with Existing Schedule: Ensure that event blocks are displayed in the Stack calendar accurately, taking into account time zones and availability.
Add Event Details: Include essential information for each event, such as:
- Title: Clear and descriptive names for easy identification.
- Description: Provide context or notes relevant to the event.
- Participants: Specify any attendees or stakeholders involved.
- Notifications: Set reminders and notifications to keep everyone informed.

Migrate Integrations

Step 1: Review Existing Integrations in Kartra

Export Course Content: Download videos, PDFs, and other course materials from the Memberships or Products sections in Kartra.

Step 2: Recreate Automations in Stack

Build New Workflows: Go to Automation > Workflows in Stack and recreate the automations from Kartra, using Stack’s triggers, conditions, and actions to achieve similar results.
Test Workflows: Thoroughly test all recreated workflows to ensure they function correctly and adjust any settings as necessary.

Migrate Websites and Funnels

Step 1: Recreate Website Pages in Stack

Rebuild Website Pages: Use Stack’s Website Builder to recreate all key pages from Kartra, including sales pages, landing pages, and checkout pages. Ensure that the design and content match your original pages as closely as possible.
Add Content: Import all relevant text, images, videos, and other media into your Stack pages to fully replicate your Kartra site.

Step 2: Recreate Funnels

Build New Funnels: Navigate to Sites > Funnels in Stack and recreate the funnels you had in Kartra, including all landing pages, opt-in forms, and email sequences.
Customize Funnel Pages: Use Stack’s drag-and-drop editor to customize funnel pages, ensuring they align with your previous setup in Kartra.

Final Checks and Training

Step 1: Perform Final Data Validation

Cross-Check Data: Verify that all data has been successfully migrated, including contacts, course materials, and automations.
Validate Workflows: Ensure that all workflows and automations are operational in Stack.

Step 2: Train Team Members

Stack Training: Provide necessary training to your team on using Stack’s CRM, automation, and course management tools.
Leverage Support Resources: Encourage your team to use Stack’s support resources for continuous learning and troubleshooting.

Step 3: Monitor and Optimize

Monitor Performance: Continuously monitor the performance of your Stack setup, making adjustments as needed to optimize operations.
Continuous Improvement: Regularly review your setup to ensure it meets your evolving business needs.

Decommissioning Kartra

Step 1: Transition Period

Run in Parallel: Consider running both Kartra and Stack in parallel during the transition to ensure no disruptions in operations.
Gradual Phase-Out: Slowly reduce reliance on Kartra as you become more comfortable with Stack.

Step 2: Cancel Kartra Subscription

Final Data Backup: Ensure that all necessary data is securely backed up before canceling your Kartra subscription.
Official Cancellation: Follow Kartra’s process to cancel your subscription and terminate any associated services.

Step 3: Post-Migration Review

Review Success: Evaluate the success of the migration, documenting any challenges faced and lessons learned.
Ongoing Monitoring: Keep an eye on your Stack setup post-migration to catch and resolve any issues promptly.