Keap to Stack

Transitioning from Keap to Stack can be smooth and efficient with the right approach. This guide walks you through migrating your contacts, custom fields, automations, landing pages, and other critical assets to ensure you maximize Stack’s capabilities.

Prepare for Migration

Review Current Keap Setup

1. Identify Key Assets: List all essential assets in Keap, such as contacts, custom fields, pipelines, automations, and landing pages.
2. Document Workflows: Note down all crucial automation sequences, campaigns, and workflows.
3. Evaluate Data Volume: Assess the data volume, including contacts and custom fields, that needs migration.

Define Migration Objectives

1. Set Clear Goals: Determine why you’re moving to Stack, such as better automation or integrated CRM.
2. Prioritize Critical Features: Focus on migrating the most important features first to maintain operations.

Prepare Backup

1. Export Data from Keap: Export all necessary data, including contacts and custom fields.
2. Backup Data: Securely back up all exported data before starting the migration.

Migrate Contacts & Custom Fields

Export Data from Keap

1. Export Contacts:
   • Go to Contacts > People in Keap.
   • Select contacts to export or use the Select All option.
   • Click Export and download the CSV file. For large exports, provide your email to receive a download link.
2. Export Custom Fields: Document or export all custom fields linked with contacts and companies.

Import Data into Stack

1. Import Contacts:
   • In Stack, navigate to Contacts > Import Contacts and upload the CSV file.
   • Map custom fields from Keap to Stack during the import.
2. Recreate Custom Fields:
   • Go to Settings > Custom Fields in Stack.
   • Recreate each custom field from Keap, ensuring the field types match.
3. Recreate Tags: Manually create any tags used in Keap for accurate contact segmentation.

Migrate Pipelines and Deals

Review Existing Pipelines in Keap

1. List Active Pipelines: Identify all active pipelines, including stages and deals.
2. Document Deal Information: Note key details like deal value, stage, and associated contacts.

Recreate Pipelines in Stack

1. Set Up Pipelines:
   • Navigate to Opportunities > Pipelines in Stack.
   • Create pipelines corresponding to those in Keap, adding the same stages and settings.
2. Manually Transfer Deals: Recreate each deal in Stack, ensuring the deal stage and contact association match.

Migrate Automations and Campaigns

Review Existing Automations in Keap

1. List Active Automations: Identify all active automations, including email sequences and triggers.
2. Document Automation Flows: Take detailed notes or screenshots of each automation flow.

Recreate Automations in Stack

1. Build New Workflows:
   • Go to Automation > Workflows in Stack.
   • Recreate automations using Stack’s triggers, conditions, and actions.
2. Test Workflows: Thoroughly test all workflows to ensure they function correctly.

Migrate Landing Pages and Forms

Recreate Landing Pages in Stack

1. Rebuild Landing Pages: Use Stack’s Funnel & Website Builder to recreate landing pages from Keap.
2. Add Forms: Embed forms into landing pages to capture necessary lead information.

Customize Forms

1. Recreate Public Forms:
   • Navigate to Funnels & Websites > Forms in Stack.
   • Recreate and customize form fields and settings to match Keap.
2. Configure Form Actions: Ensure form submissions trigger the correct tags and workflows.

Migrate Appointments and Calendars

Review Existing Appointments in Keap

1. List Active Appointment Types: Identify all appointment types and settings.
2. Document Appointment Settings: Note key settings like duration and reminders.

Recreate Appointment Types in Stack

1. Set Up Appointment Types:
   • Navigate to Calendars > Appointment Types in Stack.
   • Recreate each appointment type with relevant settings.
2. Integrate External Calendars: Sync Google or Outlook calendars with Stack to avoid conflicts.

Final Checks and Training

Perform Final Data Validation

1. Cross-Check Data: Verify all data has been successfully migrated.
2. Validate Workflows: Ensure all workflows and automations are operational.

Train Team Members

1. Stack Training: Provide necessary training on using Stack’s CRM, automation, and appointment tools.
2. Leverage Support Resources: Encourage utilizing Stack’s support resources for ongoing learning.

Monitor and Optimize

1. Monitor Performance: Continuously monitor Stack’s performance and make adjustments as needed.
2. Continuous Improvement: Regularly review your setup to ensure it meets business needs.

Decommissioning Keap

Transition Period

1. Run in Parallel: Consider running both Keap and Stack simultaneously during the transition.
2. Gradual Phase-Out: Slowly reduce reliance on Keap as you become more comfortable with Stack.

Cancel Keap Subscription

1. Final Data Backup: Ensure all necessary data is backed up before canceling Keap.
2. Official Cancellation: Follow Keap’s process to cancel your subscription.

Post-Migration Review

1. Review Success: Evaluate the migration success and document any challenges.
2. Ongoing Monitoring: Keep an eye on your Stack setup post-migration to resolve any issues promptly.