Migrating your data from the old marketing tool (mailing lists, newsletters, and SMS campaigns) to the new Marketing Suite is a crucial step to continue benefiting from the advanced features of our new system. This guide will walk you through the process of transferring your data and getting familiar with the new interface.
1. Migrating Mailing Lists
One of the major improvements in our Marketing Suite is the management of mailing lists. Here’s how to migrate your current lists:
Step 1: Export Your Current Lists
- Log in to Zenchef.
- Navigate to the "Recipient list" tab.
- Select the list you wish to export.
- Click on "Export" to download your list in CSV format.
Step 2: Import Your Lists into the New Marketing Suite
- Access the new Marketing Suite.
- In the "List" tab, click on "Import a List."
- Upload the CSV file you previously exported.
- Once imported, your list will appear in the new interface as an audience ready to be used for your email and SMS campaigns.
2. Migrating Newsletters
If you want to reuse your old newsletter content, here’s the process to follow:
Step 1: Access Your Old Newsletters
- Log in to Zenchef.
- Open the newsletters you wish to migrate.
Step 2: Copy the Content of Your Newsletters
- Select the text and images from your newsletter.
- Copy them (Ctrl+C or Command+C on Mac).
Step 3: Paste the Content into the New Marketing Suite
- Access the new Marketing Suite.
- Create a new email or SMS campaign.
- Paste the copied content (Ctrl+V or Command+V on Mac) into the campaign editor.
- You can adjust the formatting and images according to the customization options available in the new interface.
3. Additional Tips
- Explore Segments: The new Marketing Suite allows you to create segments based on specific rules to better refine your audiences. Take the time to explore this feature to target your customers more effectively.
- Discover New Features: Take advantage of the new features offered by the Marketing Suite, such as the new email builder interface.
Frequently Asked Questions
Q: What happens if I don't export my lists before the transition?
A: Your recipient lists will no longer be available in the previous tool. It is therefore essential to export them before you start using the new Marketing Suite.
Q: Can I still access my old newsletters after the migration?
A: No, once the migration is complete, you will need to copy and paste the contents of your old newsletters if you wish to use them in the new interface.
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